Collecting information
Organizing data
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. The TLS and EFS treasury team brings established investor networks, specialized industry expertise, and a proven ability to win and scale hig
Build financial models and analytical frameworks to evaluate acquisitions, partnerships, and internal initiatives. The team leads all aspects of the M&A lifecycle, including mergers, acquisitions, divestitures, joint ventures, and strategic investments, and also supports broader corporate strate
Deliver monthly and quarterly financial statements to clients and/or client service teams in a timely and accurate manner. Catalyst Family Office is an employer of choice in maintaining competitive market salaries and benefits, including: individual and team bonuses, 401k plan and company-matching c
Prepare monthly and quarterly financial presentations for internal leadership team, Board of Directors and external customers (Bank, Auditors, and Investors). Maintain and expand reporting to measure and track KPIs and business drivers. Own budgeting and forecasting of key financial metrics.
The Senior Financial Reporting & Treasury Analyst is a hybrid role supporting both Financial Reporting and Treasury functions. Participating in the financial audit process and preparing audit schedules. In this role, you will be responsible for consolidating monthly financial statements for mult
Manage a portfolio of assigned members by meeting regularly, assessing their financial needs and goals, recommending deposit or treasury/cash management strategies and products, and making referrals to other business lines as needed. Perform risk monitoring for Treasury Management products and servi
Financial Service Company Financial Reporting and Investment Accounting Manager Salary $140,000-$165,000 per year + bonus 15% and Equity We are a growing publicly traded financial service insurance company seeking an experienced Accounting Manager to support the Investment, Equity Accounting, and Co
Effective project and time management, collaboration, and communication skill with all levels of the organization, including excellent organizational skills and experience monitoring deadlines and tracking documentation for timely submission to senior management and/or regulators. Demonstrated super
The TLS and EFS treasury team brings established investor networks, specialized industry expertise, and a proven ability to win and scale high-value relationships, positioning the bank to compete more effectively in a segment that requires speed, credibility, and precision. Responsible and accountab
Strong grasp of GAAP, GL review, financial controls, and accounting fundamentals. Lead the company's budgeting, forecasting, and long-range planning processes. The business has grown quickly and is building a high-performing finance function that can deliver strategic insight, strong operational par