Collecting information
Organizing data
The Wealth Advisor serves as personal relationship manager to Busey Wealth Management clients.. Act as primary relationship manager, managing and developing a designated book of Wealth Management Clients ranging from high-net-worth individuals and families to institutional clients such as foundations and endowments.. Work with and coordinate the efforts of our experienced Investment Team, Financial Planning and Tax Specialists, Estate Planning, Portfolio Management, and Private Client banking services to create comprehensive financial strategies and solutions to support clients.. Wealth Management Services including Investments, financial planning, banking and trust concepts including asset allocation, and basic trust and estate procedures. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program.
The ideal candidate will have a strong understanding of identity and access management (IAM), risk management, and control testing processes.. Collaborate regularly with Schwab Cybersecurity teams, risk partners, and Access Risk & Control (ARC) teams to align on access control strategies and risk mitigation.. Validate identity controls and settings that align with policies and identity governance and administration (IGA) process.. ~ Strong understanding of access control frameworks, IAM principles, and risk management practices.. Familiarity with directory services, Windows and Entra ID/Azure AD, SSO, MFA, zero trust, attribute-based access, and policy and role-based access.
Senior SBA Loan Underwriter.. Our client is looking for a Senior SBA Loan Underwriter to join their team!. As a Preferred Lender, the SBA recently ranked our client as the #1 Arizona-based bank over the past 12 months, funding a higher dollar amount of SBA loans than Bank of America and Western Alliance banks. Broad experience in C&I, CRE, SBA lending underwriting highly desired. 5 years in Commercial Banking (e.g., Credit Administration, Commercial Credit Underwriting, Portfolio Management or Commercial lending), required
Love Pool Care is Phoenix's premier, high-end pool service, repair, and renovation company.. The VP of Finance is a senior financial and executive management support role within our high-growth, investor-backed home services platform.. The VP of Finance will work closely with the CEO, investors, and outside advisors to drive business understanding and strategic decision-making.. ● Monthly Financial Statement Preparation: Maintain QuickBooks Online, oversee or perform bookkeeping, ensure GAAP compliance, and enhance management reporting.. ● Treasury Management: Serve as the key point of contact for banks and cash management.
The Keller Group is supporting our Phoenix based client in their search for a Senior Financial Analyst to join their growing finance team.. Develop and maintain complex financial models for forecasting, budgeting, and long-term strategic planning.. Ensure data integrity and accuracy across financial reporting systems and collaborate with accounting to support month-end close activities.. 5+ years of progressive experience in financial analysis, corporate finance, or public accounting.. Strong proficiency in Excel and financial modeling; experience with financial systems such as Oracle, SAP, Adaptive Insights, PowerBI or Anaplan is a plus.
This is an exciting opportunity for an experienced Senior Treasury Manager to join a fast-growing public renewable energy company that’s driving the transition to a more sustainable future.. As the Senior Treasury Manager , you’ll oversee treasury operations, managing liquidity, risk, and compliance across a growing global footprint.. Manage global banking relationships and corporate insurance programs. Bachelor’s degree in Finance, Accounting, or related field; MBA, CFA, or CTP preferred. Expertise in liquidity management, treasury operations, risk insurance, and compliance
Our client is a rapidly growing, middle-market industrial services business that is PE-owned.. Collaborate with private equity sponsors for exit strategy development and engage effectively with potential buyers or investors. Oversee all treasury operations, incl.. Direct responsibility for accounting, treasury, audit, forecasting, strategic planning, legal, M&A and institutional financing. Transaction Advisory services or investment banking experience
Industry: Financial Services / Banking Technology / Treasury Operations. This role is ideal for candidates with experience in treasury management systems (TMS) , ERP integrations , and banking file formats , who can confidently lead cross-functional teams through complex technical implementations.. 5+ years of experience in Treasury Management, ERP integration , or financial systems implementation.. Deep understanding of ERP platforms and treasury operations.. Treasury Management Systems (TMS) integration or implementation consulting
Essential Duties and Responsibilities : Responsible for the enterprise’s liquidity management: (1) accurate and consistent positioning of the cash balance; (2) short-term borrowing and investing decisioning; (3) depository accounts cash concentration; (4) review, approve, and release electronic disbursements; (5) distribute a weekly liquidity snapshot to the management team; and (6) identify opportunities to improve and streamline all liquidity practices.. Assumes the system administrator role for all key applications in the treasury area.. Responsible for the enterprise’s bank account management (BAM): (1) executes and maintains rigid controls over the opening, closing, and service modifications of accounts at various financial institutions; (2) maintains a database of the organization’s accounts including signatories; and (3) negotiates and manages the accounts’ services and fees, including periodic request for proposal (RFP) submittals.. Oversees debt management within the firm: (1) supports debt contract negotiations and renegotiations; (2) recommends and implements monthly prepayment and rollover actions; (3) verifies bank-generated interest payments and submit payment requests; and (4) ensures adherence to the loan contract terms and assists with preparation of the quarterly covenant compliance memo.. CTP certification is strongly preferred.
Description Summary: The SBA Product Business Development Ofc Sr is responsible for marketing a full range of banking services to Small Business Administration (SBA) loan eligible businesses with emphasis on client contact, origination and analysis.. Duties & Responsibilities: Responsible for self sourcing SBA loan origination with emphasis on client contact, origination and analysis.. Typical loan amounts are for $350K - $5MM. Reviews financial statements and supporting documents, structures SBA loan proposals, completes initial analysis, and prepares credit package.. Basic Qualifications: Bachelor's degree or the equivalent of 4 years' SBA lending experience A minimum of 5 years of SBA/Business/Commercial lending experience Preferred Qualifications: Business or Finance degree preferred SBA loan originating experience Familiarity with Commercial loan underwriting systems.. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.
Fixed Assets & Capital reporting (CIP review, fixed asset reporting, depreciation calculations) Fixed Assets reporting (CIP, Spending, Capitalizations, Project Closings) CIP Reviews Depreciation calculation & tracking Annual Idle Fixed Assets Review Payroll to GL review/reconciliation Balance Sheet Account Reconciliations Budget/Projections: Responsible for select departments Assists with internal and external audits, as needed.. Assists and supports Operational Excellence and other areas with the calculation of financial impact on opportunities Maintain internal control procedures as well as ensure compliance with SOX Other Responsibilities: Acts as the back-up for the Finance Associate Director, as required.. Frequent interaction with Operations Business Owners for SOX internal controls and spending monitoring to ensure awareness and compliance with internal controls.. Minimum 3 years of Cost Accounting experience with at least 2 years of relevant pharmaceutical manufacturing finance experience.. Ability to set rigorous technical / architectural standards while speaking the language of the business to influence the strategic direction for reporting, analytics, and data quality capabilities.
Director of Treasury & Assistant Treasurer We’re seeking a strategic leader to oversee treasury operations, corporate and strategic finance, and pension and trust management within our Treasury team.. Manage capital structure strategies, including capital formation, structured products, short- and long-term debt management, and cash forecasting.. Oversee cash management, corporate and strategic finance, and the Pension and Trust Management group, including: Chairing the Nuclear Decommissioning Trust Committee.. 1) Oversee the Corporate & Strategic Finance, Treasury Operations, and Pension and Trust Managment functions within Treasury.. Be a trusted adviser to cross-functional business partners on corporate and strategic finance and treasury-related issues.
As a Treasury Management Officer in Middle Market Banking, you will generate new treasury management business and maintain relationships with clients.. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransAbout the TeamJ.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world.. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
Join JPMorgan Chase Global Banking as a Client Service Account Manager in the Client Onboarding and Service team.. Identify and address product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities.. Flexibility with working hours and the ability to utilize virtual connectivity tools (VDI, Outlook mobile suite, etc.). Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
Salary: $30 - $50/hr. This is a remote Analyst role for undergraduate students.. You will complete tasks similar to those of an investment banking, private equity, or hedge fund analyst.. The work will be done over the next 2-3 weeks, asynchronously, and on a project-by-project basis.. This position offers high pay, valuable finance experience, and is an excellent opportunity to boost your resume.
Client: Private Equity-Backed, Multi-Entity Consolidation | ERP: Sage Intacct. We’re seeking an experienced accounting professionals to support a private equity-backed client navigating rapid change and increased reporting demands.. Strong experience with GAAP, consolidation, and Sage Intacct. Familiarity with Sage Intacct or similar ERP (highly preferred). Execute multi-entity roll-ups in Sage Intacct
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community.. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.. Skills in commercial credit underwriting, business development, and portfolio management for mid-sized developers and investors.. 5-7 years of Commercial Lending experience preferred.
The Director of Strategy & Corporate Development role is ideal for a highly skilled professional with a background in investment banking, private equity, management consulting, and/or corporate development.. Investment Banking: Experience in corporate finance, including valuation and advisory.. Private Equity: Experience evaluating and structuring business opportunities, conducting due diligence, and managing portfolio companies.. This position is required to be in office 4 days per week (Mon-Thurs); Fridays are optional remote work days.. Supporting development of long-term corporate strategy by providing market, competitive, and financial insights
Overview As a Premier Client Banker II, you will be responsible for identifying new sales opportunities through telephone outreach.. You will engage in heavy outbound phone calling and some email outreach, primarily to mass affluent clients across the Bank's footprint; and will also do outreach to Bank associates regarding their banking needs.. Qualities of a successful candidate: Self Directed Work Effort: Self-starter that is disciplined enough to manage daily calling activity to achieve required results.. Agility: Able to process information and move quickly through problem resolution.. Proactive outreach to Bank Associates to promote the bank's Associate Banking program.
We are seeking a highly skilled Technical Lead with 8 to 12 years of experience in AEM support system engineering frontend backend and authoring.. The ideal candidate will have a strong background in AEM technologies and a good understanding of Retail Banking and Asset Management Operations.. Lead the design and implementation of AEM solutions to meet business requirements and enhance user experience.. Ensure compliance with security standards and data protection regulations in all AEM implementations.. Possess extensive experience in AEM support system engineering backend and authoring.