In this leadership role, you will provide strategic tax advisory services to private equity firms and their portfolio companies, focusing on mergers, acquisitions, restructurings, and other complex transactions. Transaction Advisory: Collaborate with cross-functional teams (legal, financial, and operational) to ensure seamless execution of deals while mitigating tax risks. Portfolio Management: Provide ongoing tax advisory services to portfolio companies, including compliance, restructuring, and exit planning. Advanced degree (e.g., JD, LLM, MBA, or MST) preferred. 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.
WCF is the investment banking and corporate finance arm of Wipfli LLP, and offers a full suite of investment banking services tailored for middle-market companies and capital providers with a focus on sell-side M&A transactions.. SIE Exam, Series 79, and Series 63 licenses required.. Tiffany Farnsworth, from our recruiting team, will be guiding you through this process.. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program.. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level, and location.
Join to apply for the Investment Banking Vice President role at Wipfli Corporate Finance Advisors, LLC. WCF is the investment banking and corporate finance arm of Wipfli LLP, and offers a full suite of investment banking services tailored for middle-market companies and capital providers with a focus on sell-side M&A transactions. SIE Exam, Series 79, and Series 63 licenses required. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
WCF is the investment banking and corporate finance arm of Wipfli LLP, and offers a full suite of investment banking services tailored for middle-market companies and capital providers with a focus on sell-side M&A transactions.. SIE Exam, Series 79, and Series 63 licenses required.. Tiffany Farnsworth, from our recruiting team, will be guiding you through this process.. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program.. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
We are seeking a seasoned Treasury Management Director to head our finance operations in Minneapolis, Minnesota. This pivotal role involves overseeing the organizations cash flows, liquidity, and risk management strategies to bolster our financial stability and compliance with GAAP. Reporting directly to the CFO, the selected candidate will play an instrumental role in steering the companys financial direction through strategic oversight of banking relationships, maintenance of stringent financial controls, and providing insightful financial reports to senior management. Masters degree or professional certification such as CFA or CPA in a finance-related field. Prior experience in a leading role during corporate financial restructuring or mergers and acquisitions. High proficiency in using financial management software for streamlining treasury operations.
CDM Smith (a privately held, employee-owned firm) is seeking a strategic, hands-on, and results-driven Chief Financial Officer (CFO) to lead our global financial operations. Manages and minimizes the companys financial risk exposure by developing and maintaining systems of internal controls, and ensuring that the finance, accounting and internal audit and risk management functions are operating effectively. Leads enterprise risk management and internal audit functions working with executive management and the Board of Directors. Chief Financial Officer (CFO), Executive Vice President.. Deep knowledge of corporate governance frameworks, enterprise risk management, compliance, and internal controls.
The role will report to the VP of Finance for Legrand AV and dotted line to the Snr VP of Operations AV. Lead the global finance operations team, translating financial and operational metrics into strategies that drive sustainable growth, productivity, and profitability.. Demonstrated expertise in cost accounting, financial analysis, capital investment evaluation, and business case development.. Working knowledge of Sarbanes-Oxley (SOX) compliance and internal controls in a publicly traded company environment.. Minimum 10 years of progressive financial leadership experience, including at least 5 years in operational finance or accounting leadership roles (Controller, Assistant Controller, or equivalent).
As a Manager within Corporate Development, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative and diverse people around the world.. Supporting all aspects of mergers & acquisitions across the enterprise with a focus on corporate portfolio management projects focused on value creation and growth. Three (3) years of mergers & acquisitions experience within corporate development, investment banking or other project management related setting in a private, public, government or military environment. Six to eight (6 - 8) years of experience in mergers & acquisitions, investment banking or corporate development roles. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Job Family Group: Retail Banking Sales & Service. Uphold risk and compliance protocols to protect customer interests and maintain high standards of ethical conduct.. Recognize and report any suspicious activity related to money laundering in compliance with legal regulations.. Proficient with social media and digital tools, demonstrating a strong commitment to customer care.. A focus on results within a consultative sales environment.
Wells Fargo Governance and Oversight team needs a Senior Financial Controls Analyst subject matter expert (SME) with a strong understanding of financial and regulatory reporting governance and control with Federal Reserve, OCC and COSO standards. Develop, govern and oversee COSO-based policies for financial regulatory reporting internal controls; maintain same and proactively anticipate internal controls matters.. Be SME consultant in process and control related matters with evaluation of control deficiencies, remediation efforts and implementation of projects/initiatives, including our Financial Reporting Governance & Oversight Policy.. Active Certified Public Accountant (CPA) designation.. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
As a Business Finance Manager, you will be able to work as a partner with the business to provide financial guidance and to be a direct link between USAC and the Global PP (Product Portfolios) leaders.. GM analysis, focused on Std Margin (price, volume, sales mix) and general knowledge of full GM (including plant productivity, spend, inventory penalties, such as NWI, scrap, and others).. Manage cash through Inventory (DIO) and Accounts Receivable (DSO) metrics.. Seven (7) years of experience in Finance, Audit, Credit & Collections, Treasury, Controllers, or Tax in a private, public, government, or military environment.. On-site in Maplewood, MN, or London, Ontario, Canada, or at another 3M manufacturing or office site globally, at least 4 days per week.
It Audit Manager. The IT Audit Manager is responsible for leading and managing IT audits, including the technology audits from the annual audit plan, compliance advisory projects and company's Sarbanes-Oxley (SOX) IT compliance efforts.. The IT Audit Manager will work as an individual contributor, but may also manage audit projects with team members, providing guidance and oversight to ensure high-quality execution and adherence to audit standards.. 5+ years of experience in IT auditing, IT risk management and compliance.. Prior managerial experience in IT audit, IT risk management or compliance.
As a Senior Manager, Corporate Development, you will play a key role in shaping the strategic growth of the firm through M&A and investments.. Financial modeling, valuation, synergy assessments, and deal structuring. Coordinate due diligence across service lines (e.g., legal, finance, HR, IT, risk) and manage external advisors. 7 years of experience in corporate development, investment banking, or private equity. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws.
Daikin Applied is seeking a Sr. Manager of Corporate Development who will be responsible for driving strategic growth initiatives, including mergers and acquisitions, strategic partnerships, and other corporate development activities.. Drive end-to-end corporate development processes, including targe identification, due diligence, evaluation, negotiation. Lead development of the extended corporate development team and continuous process improvement / playbook projects. 3-6 years of experience in corporate development, corporate strategy, investment banking, private equity, or a related field. 7+ years with progressive experience in corporate strategy, management consulting, or investment banking, with a specific focus on mergers and acquisitions
As a Manager within Corporate Development, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative and diverse people around the world.. Supporting all aspects of mergers & acquisitions across the enterprise with a focus on corporate portfolio management projects focused on value creation and growth. Three (3) years of mergers & acquisitions experience within corporate development, investment banking or other project management related setting in a private, public, government or military environment. Six to eight (6 - 8) years of experience in mergers & acquisitions, investment banking or corporate development roles. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
The role will report to the VP of Finance for Legrand AV and dotted line to the Snr VP of Operations AV. Lead the global finance operations team, translating financial and operational metrics into strategies that drive sustainable growth, productivity, and profitability. Demonstrated expertise in cost accounting, financial analysis, capital investment evaluation, and business case development. Working knowledge of Sarbanes-Oxley (SOX) compliance and internal controls in a publicly traded company environment. Minimum 10 years of progressive financial leadership experience, including at least 5 years in operational finance or accounting leadership roles (Controller, Assistant Controller, or equivalent).
We are seeking a dynamic and visionary Corporate Development Leader to spearhead the inorganic growth and strategic initiatives of our company. Provide executive leadership in identifying and prioritizing strategic opportunities, including mergers, acquisitions, partnerships, and investments. 8+ years of experience in corporate development, investment banking, private equity, or management consulting, with a focus on M&A and strategic analysis. Proven track record of driving successful mergers, acquisitions, and strategic partnerships in a leadership role. Knowledge of relevant legal, regulatory, and compliance considerations in the corporate development landscape.
Over the last 25 years, we have served 5,500 federal, state, and local government agencies and more than 300 million citizen subscribers through our digital solutions, which include communication tools, government website design, meeting and agenda management software, records management, and digital services.. Lead cross-functional, high-impact projects and provide analytical support as directed by the VP of Corporate Strategy & Development and CEO.. Lead financial modeling for new acquisitions, managing due diligence and creating deal models in coordination with FP&A and the CFO.. Provide Chief of Staff support to the executive leadership team as needed.. At least 2+ years of experience in Investment Banking, Private Equity, Corporate Development, or similar roles with strong financial modeling skills.
Front Line Care provides connected monitoring, intelligent diagnostic and respiratory health solutions including a full range of vital signs, diagnostic cardiology, vision care and physical assessment devices.. This person will be a key contributor on setting the inorganic strategic direction of the business, identifying attractive segments and targets, developing relationships with outside parties, facilitating Merger and Acquisition and Venture Capital deals, leading due diligence teams and supporting integration planning.. Cultivate relationships with target company executives and health care industry experts including investment bankers, private equity and venture capital investors and strategy consultants. 5+ years corporate/business development/M&A, management consulting, investment banking or private equity/venture capital experience. Strong business and financial competence including in-depth understanding of M&A and venture capital modeling and forecasting
We're looking for a Finance Manager to join our team and take on a strategic role supporting our Private Wealth line of business.. In this role, you'll do more than crunch numbers-you'll work directly with business leaders, bringing insights that shape decision-making and drive financial performance.. Lead financial planning and analysis efforts, including budgeting, forecasting, and strategic planning.. Conduct liquidity management, capital attribution, and investment analysis.. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence.