Collecting information
Organizing data
Reporting to the Senior Vice President of Finance & Chief Financial Officer, the Senior Principal of Treasury is responsible for the development and implementation of all aspects of the treasury function, including management of cash, investments, and debt program.. Working in collaboration with the Outsourced Chief Investment Officer, assist with the development and implementation of investment strategy and asset allocation recommendations that are consistent with the organization’s investment objectives, liquidity requirements, and enterprise risk tolerance.. Supports the periodic rating agencies' reporting process and credit review process.. Working with the Chief Financial Officer and Finance Staff, contribute to the development of Hoag’s strategic resource allocation strategy and its effective implementation.. Master’s in Business Administration (MBA) or Juris Doctor (JD) Degree.
Reporting directly to the Chief Financial Officer (CFO), you will lead the establishment of independent accounting operations, public company financial reporting processes, and global compliance structures necessary for the success of the new organization. The ideal candidate will bring deep technical expertise in U.S. GAAP, SEC reporting, and SOX compliance, along with operational experience across international manufacturing and supply chains. Oversee enterprise risk management in collaboration with legal and compliance teams. Act as a strategic finance partner to R&D, supply chain, and commercial leaders. Strong command of global accounting topics including foreign currency, transfer pricing, and international consolidation.
We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices.. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.. Our teams work a minimum two days a week in the office, unless noted otherwise in the job description, complemented by in-person trainings, meetings, and team-building activities to foster your growth and deepen team connections.. Provides tax compliance and advisory services to High Net Worth Individuals including their closely related businesses, trusts, and exempt organizations. Minimum 5 years of tax experience required with a strong technical background in high net worth individual taxation
Leveraging our extensive expertise across multiple domains such as Cloud technology, Salesforce, AI, Machine Learning, and Technical Writing, we consistently exceed expectations in catering to a wide range of requirements.. Associate's Degree in Business Administration, Finance, Accounting or related field or an equivalent combination of education, training, and experience.. Lead procurement team and managing the total procurement effort for assigned projects/programs, including directing such tasks as fact finding, price and cost analysis, source selection, negotiations, and bidder briefings and debriefings.. Contract Administration: Create, review, and manage supplier contracts to ensure compliance and legal validity.. SAP/Ariba, problem solving, risk management, adaptability,
Partners with the Head of Retail Banking and the Multi-family Division Manager to achieve individual, branch and regional sales goals through new business sales, referrals and retention of account relationships. Oversees and assists branch staff with: submitting credit requests to the Centralized Loan Department for approval; interviewing loan applicants, explaining loan options, rates, terms and collateral requirements; assisting customers in the completion of credit applications; preparing loan documentation accurately and completely for decisioning and approval and advising loan applicant of decision; provide customer with properly completed disclosures and forms within the established time frame.. Makes certain that Bank security policies and procedures are adhered to at all times.. Maintains knowledge of security and safety policies and strictly adheres to established procedures; works closely with the Corporate Trainer to maintain an updated plan for each branch location; ensures branch staff is properly trained and made aware of any changes to the branch’s policies and procedures, holding branch staff accountable to these changes. Ensures compliance with all state and federal regulations and internal company policies, including but not limited to BSA / Anti-Money Laundering, Fair Lending, Privacy, and Anti-Discrimination, to the extent each applies to current job responsibilities
In agreement with the purpose and goals of Azusa Pacific University in providing a Christian-based higher education for its students.. PeopleSoft and Adaptive Insights a plus.. Grade 11: $28.53 to $32.81 is the hourly compensation for this role and reflects what Azusa Pacific University reasonably expects to pay for this position.. Azusa Pacific University is a Christ-centered, multicultural community that values and seeks faculty and staff who are committed to diversity, work effectively with diverse populations, and engage others in ways that honor our rich cultural mosaic and biblical foundation.. Azusa Pacific University will conduct a background check on all final candidates.
Join to apply for the Controls & Compliance Senior Analyst-Hybrid role at ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC. Reporting to the Manager of InfoSec GRC, the Senior Analyst is responsible for supporting enterprise-wide governance, risk, and compliance strategies ensuring alignment with regulatory requirements and cybersecurity best practices.. Leverage GRC tools (e.g., Archer, ServiceNow GRC, LogicGate) to automate risk management workflows and enhance reporting capabilities.. Referrals increase your chances of interviewing at ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC by 2x. Regulatory Risk & Compliance - Pharma and Med Tech - Manager
We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing. Our teams work a minimum two days a week in the office, unless noted otherwise in the job description, complemented by in-person trainings, meetings, and team-building activities to foster your growth and deepen team connections. Provides tax compliance and advisory services to High Net Worth Individuals including their closely related businesses, trusts, and exempt organizations.. Minimum 5 years of tax experience required with a strong technical background in high net worth individual taxation
Job Purpose: Senior Financial Analyst (Reporting & Analytics) American Honda Finance Corporation (AHFC) is seeking a Sr. Financial Analyst for our Treasury Capital Market division.. This role supports debt issuance and derivatives to support the sales of American Honda Motor (AHM), along with the accurate preparation of internal and external debt activity and portfolio performance reports, including compliance with SOX, debt regulations, and other regulatory requirements.. Forecast debt issuance schedules and ABS assumptions; assist in budget planning. Execute Asset Liability Management (ALM) derivatives. Familiarity with Bancware Lewtan, Savid, Hyperion Planning/Essbase
POSITION OVERVIEW: Supports loan operations, account management, underwriting, marketing and business development.. Provides collateral information analysis and input, financial data analysis and reporting, collateral verification, marketing database maintenance, product marketing, and referral source cultivation.. Analyze collateral assignments to determine ineligible accounts receivable and inventory for borrowing base purposes. Generate accounts receivable verification letters and follow up with phone call verifications to achieve desired percentages. ABOUT LIGHTHOUSE: Founded in 1987, Lighthouse Financial Corp. is a privately held Commercial Finance company that provides asset-based loans to small to mid-size businesses and collateral analysis and monitoring services to financial institutions in the eastern half of the United States.
Our services span Risk Management, Compliance, Business Process, IT Effectiveness, Energy & Sustainability, and Talent Management.. Our clients come from diverse industries including Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, and Federal and State Governments.. ProSidian seeks a Project Facilitator (PF) with relevant Energy, Resources, and Industrials Sector experience to support professional services engagements for clients such as DOE/NASA. This position is contingent or W-2, with potential to convert to full-time employment.. Job Overview Provide Project Facilitation services focusing on Management and Operations solutions for clients like DOE's FEMP and NASA's JPL, primarily in Pasadena, CA, and across the West Coast.. Other Requirements Proficiency with business tools such as Microsoft Office, Adobe, data analytics, Visio.
Charge Capture and Compliance.. The executive leader oversees operational functions including Coding (Professional and Facility), HIM (Information Governance and Privacy), Clinical Documentation Integrity (CDI), Revenue Integrity, Charge Master (CDM), and Coding Quality Audit units. The Vice President collaborates closely with revenue cycle, finance, technology, and clinical teams. Minimum 10 years of progressive healthcare revenue cycle management experience.. At least 5 years of EPIC system experience, including financial (billing - HB/PB) and clinical documentation (EHR)
Our services span Risk Management, Compliance, Business Process, IT Effectiveness, Energy & Sustainability, and Talent Management.. Our clients come from diverse industries including Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, and Federal and State Governments.. ProSidian seeks a Project Facilitator (PF) with relevant Energy, Resources, and Industrials Sector experience to support professional services engagements for clients such as DOE/NASA. This position is contingent or W-2, with potential to convert to full-time employment.. Job Overview Provide Project Facilitation services focusing on Management and Operations solutions for clients like DOE's FEMP and NASA's JPL, primarily in Pasadena, CA, and across the West Coast.. Other Requirements Proficiency with business tools such as Microsoft Office, Adobe, data analytics, Visio.
The Assistant Director, Fiscal Services collaborates with various stakeholders, provides expert assistance to management, and oversees compliance with federal, state, and local regulations. Key responsibilities include staff training and evaluation, financial analysis, and the development of integrated financial systems. This role is ideal for individuals with a strong background in accounting, finance, or public administration and a passion for optimizing fiscal services in an educational setting. Systems Development: Participate in the implementation of integrated financial systems and ensure adherence to applicable laws and codes. Employee plus employer contributions into CalPERS or CalSTRS.
Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.. If Series 9 & 10 not currently held, must be obtained within 120 days.
Job DescriptionJob Summary:The Assurance Manager is responsible for supervising, directing, and reviewing the results through the delegation of tasks throughout the planning, field work and "wrap-up" stages of an Audit client engagement.. Traditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems.. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
POSITION SUMMARY Reporting to the Program Director, the Quality Assurance Specialist is responsible for overseeing the functions of quality assurance, quality improvement, and utilization management. In collaboration with the Vice President of Quality Resources, Conducts Quarterly QR audit Assist and conduct utilization review for the facilities insurance clients on an as-needed basis Develops and monitors clinical and administrative processes to assure the quality of care and regulatory compliance. Working with the Regional Vice President of Quality Resources and Program Director or designee develops a Quality Management Plan and system for quarterly review for the affected program; produces associated reports. Maintains liaison with other provider agencies' Quality Assurance, Utilization Review, and Risk Management offices as well as related administrative departments; represent Phoenix House on various quality audit and review committees. or The Certified QA Specialist shall possess a Minimum of a high school diploma or its equivalent; and be Certified as an Alcohol and Drug (AOD) Counselor recognized by The Department of Health Care Services (DHCS).
Assist with fund transfers for monthly capital calls from real estate investment joint ventures.. Prepare financial reporting to third-party joint venture partners, where applicable.. Implement and maintain effective internal controls over financial reporting and safe-guarding companys assets and preventing fraud.. Collaborate with other members of the accounting and tax team and Investment team members as well as other departments such as Legal Department.. Supervise and mentor accounting staff, assigning tas Skills Required
Consulting Manager – Product Owner (Cross Border payments). This role requires a deep understanding of payment regulations, middle and back-office functions, fraud prevention, ISO standards, and payment modernization practices.. Understand middle office and back office operations to streamline payment processing workflows.. Implement comprehensive fraud prevention strategies to safeguard payment processing systems.. Proven experience in managing middle office and back office functions.
The Sr. Associate or Vice President will support the identification of new private market investment opportunities, conduct market research, and monitor existing investments.. This is an in-office position where the person is expected to work in office on a full-time basis in Marina del Rey, CA.. The Sr. Associate or Vice President will support the buyout strategy in sourcing new investment opportunities.. Industry research : The professional will be responsible for industry research in private equity.. They are an institutional investment consultant and asset manager providing advisory services to pension funds, endowments, and foundations with over $100 billion of assets.