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Chief Financial Officer (CFO). Proven CFO or VP Finance at a high-growth tech company (ideally consumer or AI). Vice President Finance and Accounting- EPC Water Infrastructure. Director of Financial Planning & Analysis. Director of Operations Finance/ Controller
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.. This role will assist the RM/BDO in initial underwriting for new pre-screen memos, coordinate loan renewals, recommend structure, create new Salesforce Opportunities, coordinate closings in addition to identifying cross-selling and referring opportunities to other Bank solution partners.. Support the Bank's RM/BDOs in cross-selling deposit, treasury management, private banking, card services, wealth and other bank services as an additional point of contact.. Oversee loan documentation process to ensure the team'sloan documents are consistent with credit approvals and are accurately prepared, including appropriate signatures, disclosures and credit authority.. Along with the Relationship Manager/BDO, reinforce the application of a proactive outreach and marketing strategy with centers of influence and other industry leaders.
This role will assist the RM/BDO in initial underwriting for new pre-screen memos, coordinate loan renewals, recommend structure, create new Salesforce Opportunities, coordinate closings in addition to identifying cross-selling and referring opportunities to other Bank solution partners.. Support the Bank’s RM/BDOs in cross-selling deposit, treasury management, private banking, card services, wealth and other bank services as an additional point of contact.. Oversee loan documentation process to ensure the team’sloan documents are consistent with credit approvals and are accurately prepared, including appropriate signatures, disclosures and credit authority.. Along with the Relationship Manager/BDO, reinforce the application of a proactive outreach and marketing strategy with centers of influence and other industry leaders.. Enterprise offers a range of business and personal banking services, and wealth management services including financial planning, estate planning, investment management and trust services to businesses, individuals, institutions, retirement plans, and non-profit organizations.
Ideal candidates desire to run their own practice as a fee-based Investment Advisor (or team) - without the limitations or liabilities of a broker-dealer affiliation.. An expanding boutique advisory firm specializing in Comprehensive Wealth Management, Investment Management, and Wealth Transfer/Estate Planning. Comparable investment philosophy: Asset Allocation and scientific portfolio construction versus day trading, option strategies, or other speculative strategies. Series 65 or 66 license or ability to get rapidly (if you already have Series 6/7). CFP, CPA, CLU, or other advanced designation, or willingness to intensely pursue upon affiliation/hire
Position We are seeking an experienced, hands-on Chief Financial Officer (CFO) to oversee all financial operations and directly perform Controller duties for Etico LLC and the companies we support.. Perform hands-on Controller duties including payroll, AP/AR, GL, and job costing. Implement and maintain internal controls, policies, and financial systems (Spectrum). Deep knowledge of construction financials, WIP, and job cost accounting. Hands-on experience in Spectrum (or similar ERP), payroll, and compliance
RTA is a trusted SaaS company in business since 1979 and a certified Great Place to Work. We're on a mission to save fleets $1B while empowering government and government-adjacent clients who keep society moving—think city vehicles, school buses, and public transit.. We are seeking a VP of Finance who thrives in our collaborative, high octane, team-oriented culture, excels in person at our modern, light-filled offices near Arrowhead Mall, and is passionate about scaling a Growth Equity-backed business.. The ideal candidate is a strategic, execution-focused VP of Finance who will lead financial operations, shape long-term strategies, and partner with the CEO and Board to drive scalable growth.. Oversee FP&A, deliver accurate forecasts and KPI-driven insights using data from our financial tech stack (Maxio, Mosaic, QB Online, and HubSpot) to support OKRs and operational goals.. Proficiency with financial systems (Maxio and QB Online), CRM (HubSpot) and analytics tools (Mosaic).
RSM is looking for a Audit Manager to join our Lending team. Lending is focused specifically on banking and specialty finance, in which we are the middle market leaders throughout the country. Supervise Audit Seniors and Supervisors on engagement teams and function as an in-charge facilitating field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment.. Understanding of audit services with knowledge of GAAP, GAAS and FASB or IFRS regulations.. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance.
Job Title: Financial Consultant & Interim Controller. We are urgently seeking a qualified financial consultant with Controller-level experience to provide stability and oversight during a period of leadership turnover.. This role is critical to ensure continuity of financial operations and internal controls.. Oversee core financial functions and internal controls.. Assist in transitioning duties to a future full-time Controller.
It has over 700 rooms, over 200,000 square feet in banquet space spread out over the beautiful property, 9 food and beverage outlets (including 2 restaurants, 2 bars, 2 poolside bars, a gelato shop/caf, and in-room dining), a luxury spa, and 7 pools including a 65' waterslide.. Step into an executive leadership role overseeing the entire resort financials of The Jewel of the Desert!. The Director of Finance will report to the General Manager and VP of Finance.. Ensure hotels compliance on all regulatory licenses and permits, leases, contracts, legal agreements, and the proper execution of all operational taxes.. A minimum of five years Hotel Accounting leadership experience as Director of Finance in a large luxury resort or hotel.
Supervise accounts receivable, accounts payable, payroll, and general accounting team.. Prepare reporting package consisting of Trial Balance, Financial Statements, Supplemental Schedules and reconciled WIP Report for Controller review.. QualificationsBachelor’s degree in finance or accounting 7 years of accounting experience with at least 3 years of Controller level experience.. CPA designation or MBA preferred.. When not stationary, this person will need to move about the office environment to access filing cabinets, office machinery, printers, etc.
If you are customer focused, enjoy building relationships, and providing financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Not-for-Profit is for you.. As a Business Relationship Manager (BRM) Senior Not-for-Profit in Business Banking, you’ll manage existing client relationships and develop new business strategies focused on client selection.. You’ll provide an outstanding client experience, and maintain adherence to the regulatory, legal, and risk management frameworks unique to these client segments.
Powered by nearly 90,000 talented and entrepreneurial professionals across more than 30 countries Role: ServiceNow IRM Location: Scottsdale, AZ (Hybrid role – 3 Days/week) JD Role Overview. The ServiceNow IRM Integrated Risk Management Engineer is responsible for designing configuring and implementing IRM modules within the ServiceNow platform This role supports enterprise risk compliance and audit functions by automating workflows and integrating risk data across systems. Vendor Risk Management. Integrate ServiceNow with thirdparty systems for data exchange eg CMDB SAP Microsoft Intune. ServiceNow Certified Implementation Specialist IRM or GRC Disclaimer: E-Solutions Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.
ISDA Rates Documentation - Assistant Vice President. 95-125K + Bonus + Paid Relocation We're looking for an Assistant Vice President (AVP) to join our Documentation team, focusing on Over-the-Counter (OTC) Interest Rate and Credit Derivatives.. As an ISDA Rates Documentation AVP, you'll: Draft & Review Confirmations: Prepare and review ISDA paper confirmations for Interest Rate products.. Ensure Compliance: Verify all documentation aligns with ISDA standards and market best practices.. ISDA Expertise: Proficiency with ISDA Interest Rate Derivatives Definitions is essential.
ISDA Rates Documentation – Assistant Vice President. 95-125K + Bonus + Paid Relocation We’re looking for an Assistant Vice President (AVP) to join our Documentation team, focusing on Over-the-Counter (OTC) Interest Rate and Credit Derivatives.. As an ISDA Rates Documentation AVP, you’ll: Draft & Review Confirmations: Prepare and review ISDA paper confirmations for Interest Rate products.. Ensure Compliance: Verify all documentation aligns with ISDA standards and market best practices.. ISDA Expertise: Proficiency with ISDA Interest Rate Derivatives Definitions is essential.
ISDA Rates Documentation - Assistant Vice President. 95-125K + Bonus + Paid Relocation We're looking for an Assistant Vice President (AVP) to join our Documentation team, focusing on Over-the-Counter (OTC) Interest Rate and Credit Derivatives.. As an ISDA Rates Documentation AVP, you'll: Draft & Review Confirmations: Prepare and review ISDA paper confirmations for Interest Rate products.. Ensure Compliance: Verify all documentation aligns with ISDA standards and market best practices.. ISDA Expertise: Proficiency with ISDA Interest Rate Derivatives Definitions is essential.
From refining how you manage your contingent workforce to strengthening your employer brand to recruit top talent, our integrated talent solutions drive the business results you need.. Lead monthly and quarterly financial review sessions with senior leadership, including the President and CFO.. Provide market, practice, and client insights to support bid development and RFP responses.. Minimum of 7 years of progressive experience in financial planning, analysis, and accounting. Proficiency in financial systems and tools; advanced Excel skills preferred
This may include taking a transaction from request to booking and/or moving a selling conversation from proposal to closed business, inclusive of driving fee income through internal and/or external relationship management.. Participates in social learning, for example, identifies and networks with business representatives and peers and participates in mentoring, job shadowing and community outreach, to ensure appropriate foundations in credit, product and sales.. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
ABOUT CIM GROUP:CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer.. POSITION PURPOSE:The Fund Controller is responsible for the overall quality of the accounting and financial reporting of their Fund and the individual infrastructure assets and investments within that Fund, including oversight of the Fund accounting team.. Assist with the preparation and review of loan documentation for Fund and asset level financing and refinancing.. Renewable energy, data center and other infrastructure experience preferred.. Experience in Yardi, MRI, J. D. Edwards or comparable software.
This opening can be filled in a remote/work-from-home (WFH) capacity or in one of our offices.. This Director leads our P&C Commercial Lines Middle Market Portfolio Management team, comprised of data analysis and commercial insurance product management experts.. Education: Undergraduate studies in insurance, actuarial science, mathematics, risk management, economics, finance, accounting, business administration or related field.. License/Certification/Designation: Insurance licenses or designations such as CPCU, ARM, CLU, FLMI, ChFC, CFP, NASD etc preferred.. Experience: Eight years of experience in personal lines/commercial lines insurance, financial services, marketing or communications, including four years previous product management, and associate management experience.
Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume.