Collecting information
Organizing data
Underwrite and analyze transactions by evaluating and reviewing loan information, including but not limited to financial projections, risk mitigation, financial statements, lender presentations/decks, public filings, datarooms, diligence reports, appraisal reports, and other related loan information
The ideal candidate is a hands-on, analytically strong finance professional who thrives in Excel, understands accounting fundamentals, and is comfortable building models and insights from the ground up while systems continue to mature. Build and own detailed financial models supporting budgeting, fo
Analyze current and past financial data and performance to make recommendations on profit enhancement. Consistently analyze financial information based on both routine and ad-hoc reports. Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance in
Underwrite and analyze transactions by evaluating and reviewing loan information, including but not limited to financial projections, risk mitigation, financial statements, lender presentations/decks, public filings, datarooms, diligence reports, appraisal reports, and other related loan information
Analyze current and past financial data and performance to make recommendations on profit enhancement. Communicate financial insights suggesting business issues to management. Consistently analyze financial information based on both routine and ad-hoc reports.
Are you the bridge between strategy and execution? CheckAlt is looking for a Risk & Compliance Program Manager to help us scale our risk infrastructure, embed compliance into core workflows, and strengthen how we support clients, vendors, audits, and cross-functional teams in fintech, banking, and p
Knowledge of and/or application of compliance and security frameworks and standards such as COSO, NIST, ISO. Management or participation in Cybersecurity, Information Security, Risk, Compliance and/or Data Privacy Programs or Projects. Risk, Compliance or Information Security risk reporting and moni
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. Responsibl
Partners in Miami is seeking a structured credit attorney to support its Residential and Asset-Based Lending platform. In this role, you will work closely with investment professionals to manage transaction workstreams, including loan acquisitions and securitizations. The ideal candidate will have a
The ideal candidate should have a Bachelor's degree and 5-8 years of project management experience, particularly in cybersecurity or regulated IT environments, along with strong analytical and communication skills. A financial services firm in Coral Gables is seeking an experienced Information Secur
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei
Bachelor's degree or higher, and Licensed Florida Adjuster 620 or Chartered Property Casualty Underwriter (CPCU) designation, and Certified Property & Casualty Lines instructor with the Florida Department of Financial Services, or Licensed Florida Agent 220 and Certified Property & Casualty Lines
Organization, communication, technical, time management, and accounting and auditing skills as you work efficiently with clients and adequately work on multiple engagements and teams. Audit & Assurance professionals demonstrate deep specialization through an understanding of the market and business
Position Overview: The Audit Leader Asset Management will guide a high-performing team serving investment fund clients, drive strategy across the practice, and support growth through collaboration with industry, audit, and tax leaders, while fostering a culture of development and excellence. Execut
Present findings to the Corporate and Credit Banking Departments and communicate key risk insights. Location: Miami, FL (Corporate Office 5 days in office) Type: Full-Time | On-Site Urgent Hire Fast Interview Process Overview: We are seeking a Corporate Banking Credit Analyst II to support the Cor
In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life
Reporting to the Director of Servicing Product, this role partners closely with Product and Engineering, as well as Accounting, Finance, and Treasury teams, to ensure that platform functionality accurately reflects real-world financial operations, GL impacts, and cash management requirements. Establ
Underwrite and analyze transactions by evaluating and reviewing loan information, including but not limited to financial projections, risk mitigation, financial statements, lender presentations/decks, public filings, datarooms, diligence reports, appraisal reports, and other related loan information