Collecting information
Organizing data
You believe in the power of a team, push for excellence, and are energized by opportunities to improve and elevate the client experience. Oversee client communication, meeting prep, post-meeting action items, financial planning data input, portfolio trading/rebalancing, money movement, and account paperwork processes.. Provide backup client service as necessary (answering phones, trading, paperwork, etc. Minimum 5 years of progressive client service and operations experience in wealth management or financial planning preferred.. Has or is willing to obtain Series 7 and Series 66 licenses
Position : Commercial Lending Assistant.. Inceed has partnered with a great company to help find a skilled Commercial Lending Assistant to join their team!. A Commercial Lending Assistant supports commercial lending staff by performing administrative and customer service tasks, assisting with loan applications, preparing documentation, and ensuring accurate loan processing and compliance. 2+ years in commercial lending assistant experience.. If you are interested in learning more about the Commercial Lending Assistant opportunity, please submit your resume for consideration.
LHH Recruitment Solutions is partnering with a stable client in the Oklahoma City, OK are to fill a Healthcare Credit Analyst!. This role will sit on a specialized healthcare lending team supporting credit analysis for loans to hospitals, health systems, long-term care facilities, and other providers nationwide.. Review appraisals, leases, and loan documentation. Bachelor’s degree in finance, accounting, economics, or related field. Los Angeles County Fair Chance Ordinance for Employers
Job Title: Supervisor Accounting – PRA Revenue Supervisor (Oil) Department: Revenue AccountingSummary: The Accounting Supervisor for Oil Revenue supervises staff and the daily operations of the crude oil revenue accounting department.. The Accounting Supervisor will be responsible for helping with operational strategies that directly influence the processes and functions within their area of responsibility and will manage and maintain the adequacy of the internal control environment.. Furthermore, the Accounting Supervisor will participate in the internal and external audit process, working with the external audit firm and internal business process owners as necessary.. The Accounting Supervisor will exhibit an experienced level of knowledge within the functional area.. The individual must be a self-starter, fast learner and capable of taking full ownership of their areas of responsibility.
This is a remote, part-time associate role.. You will complete tasks that an investment banking, private equity, or hedge fund analyst/associate would complete.. This is a remote, part-time associate role designed for current MBA students.. You will complete tasks that an investment banking, private equity, or hedge fund analyst/associate would typically handle.. This is an excellent opportunity to apply your business school education to real-world finance challenges while building your network and resume.
Description Position Purpose Responsible for providing a full range of financial, compliance, and operational audits, business advisory and consultation services, investigations, internal controls, accountability, and use of resources.. Examines and evaluates financial and information systems, recommending controls to ensure system reliability and data integrity.. We Prefer That You Have: Three (3) years Medicare Cost Report Auditing.. Certified Internal Auditor (CIA) or Certified Public Accountant (CPA) or Certified Information Systems Auditor (CISA What We can Do for You: We offer our employees great benefits and rewards.. Subsidized health plans, dental and vision coverage 401K retirement savings plan with company match Life Insurance Paid Time Off (PTO) On-site cafeterias and fitness centers in major locations Wellness program and healthy lifestyle premium discount Tuition assistance Service recognition Employee Assistance Discounts to movies, theaters, zoos, theme parks and more
Treasury Management Officer – To $120K – Oklahoma City, OK – Job # 3465Who We AreThe Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent.. The PositionOur client is seeking to fill a Treasury Management Officer role based in the Oklahoma City, OK market.. (This is not a remote position)Treasury Management Officer responsibilities include: Achieving new sales targets and portfolio revenue growth objectives.. Five or more years proven treasury management sales experience.. Certified Treasury Professional (CTP) or Certified Cash Management (CCM) certification preferred.
Job Title: Senior Credit Officer. The Senior Credit Officer serves as the Officer of the Bank who is responsible for the credit risk management of the institution as a whole.. The Senior Credit Officer will ensure that the Bank’s underwriting processes and loan structuring decisions reflect a commitment to strong asset quality.. The Senior Credit Officer provides support for loan officers in analysis, underwriting, structuring, approval, and documentation.. Perform periodic stress-testing of selected loan portfolio segments.
Who We AreThe Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent.. Analyzing the applicant’s financial status, credit, and property evaluation to determine the feasibility of granting the loan or submitting an application to a credit analyst for verification and recommendation.. You also bring the following skills and experience: A bachelor’s degree in banking, finance, or other related field is preferred.. Familiarity with the sales, loan processing, and closing processes.. Extensive knowledge of Commercial Banking products and services including working knowledge of C&I as well as Owner-Occupied and Investment Commercial Real Estate loans.
Position Overview : The Stonecipher School of Business at East Central University (ECU) in Ada, Oklahoma, invites applications for a tenure-track Assistant Professor of Finance and Economics.. The school also offers nine certificate degree programs including banking and finance, entrepreneurship, management information systems, human resource management, promotions management, treasury management, managerial accounting, and global business.. Teach undergraduate courses in finance and economics, including but not limited to: Principles of Finance/Financial Management Managerial Economics Investments Financial Markets and Institutions Microeconomic Theory Macroeconomic Theory. With a diverse student body and a supportive community, ECU offers a vibrant learning environment where faculty can make a meaningful impact.. Ada, situated in the scenic landscape of southeastern Oklahoma, provides a blend of small-town charm and access to outdoor recreational opportunities.
Understand and follow applicable laws and regulations for your job responsibilities, including but not limited to Equity Bank Business Ethics and Conduct policy, Bank Secrecy Act, Anti-Money Laundering, Information Security, Suspicious Activity Reporting requirements, policies and procedures.. Course authoring and Learning Management System Administration experience preferred.. Must be proficient in MS Office (esp.. PowerPoint) and e-learning software; Strong communication, presentation, and public speaking skills; Organizational and time management abilities; Critical thinking decision making; BS/BA in business, HR, Finance or relevant field; Certification in training is a plus.. Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.
public charter school finance. facilities management , real estate planning, and capital improvement projects is a plus.. We are committed to offering a competitive salary that reflects your expertise and experience in school finance.. As the Chief Financial Officer (CFO) of Compass Rose, you will lead all financial aspects of the network and play a critical role in securing our schools' financial sustainability.. Oversee budgeting, forecasting, and financial reporting across all campuses and ensure alignment with Compass Rose’s strategic vision.
The Homeless Alliance is seeking to build the capacity of its social enterprises by hiring a director of finance who will oversee all accounting aspects of Curbside Enterprises.. The nonprofit includes social services (case management and housing support), four businesses providing supportive employment (Curbside Chronicle, Curbside Flowers, Curbside Apparel, and Sasquatch Shaved Ice), and administrative supports.. The director of finance should have in-depth knowledge of financial processes such as accounting, banking, investments, payroll, and accounts payable/receivable; have experience with nonprofit requirements including audits, grant compliance, and tax filings; and be skilled in developing and analyzing budgets, financials, and forecasts for both organizational operations and businesses.. The mission of Curbside Enterprises is to provide income and employment opportunities to people struggling with homelessness and poverty.. The director of finance is a key member of Curbside Enterprises’ leadership team, responsible for the organization's financial strategy, operational sustainability, and day-to-day fiscal management.
Chief Financial Officer (CFO) w/ direct fundraising exp.. An emerging biotechnology company developing and combining a family of products and services to revolutionize connective tissue restoration and chronic disease management is seeking a Chief Financial Officer (CFO) with direct fundraising experience.. The ideal candidate will have a proven track record of preferably direct fundraising experience of over $100MM in venture capital, private equity, institutional credit, and community funding, negotiating licensing deals, scaling businesses, as well as having strong finance or accounting.. The ideal candidate will have high growth experience as part of a startup or have co-founder/founder experience.. Demands excellence in financial planning, analysis, and execution to support the company's growth and profitability.
You will be part of the Centralized Modeling, Analytics & Operations group within Enterprise Risk Management’s Financial Risk organization, responsible for driving State Street’s international capital management efforts including: capital planning, capital adequacy analytics and reporting, Stress Testing and end-to-end program management for the global Legal Entities’ internal capital and liquidity adequacy and risk assessments.. This is a finance analytical / quantitative leadership position in State Street’s CMAO team within ERM. Candidates need to have a strong understanding of quantitative finance and statistics as well as robust finance, business strategy and project management skills.. The successful candidate will be responsible for leading key capital-related modelling and quantitative initiatives including stress testing, capital adequacy and regulatory document / analytical submissions working in conjunction with Finance, Enterprise Risk Management, Compliance and Business.. As a model owner ensure models’ compliance with Model Risk Management policies; maintain technical documentation; effective version control of model implementation. Good grasp of modelling techniques in at least one of the following areas– PPNR, Balance Sheet, ALM, Credit Risk, Market Risk or Operational Risk
The Senior Director of Mergers and Acquisitions (M&A) Quality is an integral part of the global Quality leadership team.. This position requires collaboration with Division Quality (M&A) and other cross-functional teams to evaluate, plan, and execute quality assurance processes related to mergers, acquisitions, and integrations.. The ideal candidate will possess a deep understanding of Quality Management Systems (QMS), M&A processes, project management, and enterprise-wide strategic thinking.. Work closely with cross-functional teams, including legal, finance, operations, and compliance, to ensure a holistic approach to quality in M&A activities.. Professional certifications (e.g., Six Sigma, PMP, CFA).
Serve clients within the “Office of the CFO” of private equity portfolio companies to create a diagnostic framework and improve finance function effectiveness.. Review and assist with all treasury activities including banking, investment, derivative management, debt repayment, and liquidity management, including building 13-week cash flow forecasts.. 5+ years of experience working in a client-facing role at a top-tier public accounting firm and/or consulting firm preferably in a financial planning and analysis capacity (This background is a critical differentiator among interested candidates).. Knowledge of data analytics and related tools (e.g., Tableau, Alteryx, SQL) a plus.. Desired - MBA, MA, MFA, MSA.
The Center for Medicare Advocacy (the Center) seeks a Finance and Benefits Director with a commitment to health equity and social justice in its Mansfield, CT office, with some remote work possible.. The Center is a private, non-profit, public interest law organization that works to advance access to comprehensive Medicare, quality health care, and health equity for older people and people with disabilities.. The organization’s work includes individual advocacy, administrative appeals, education, legislative and regulatory analysis, policy initiatives, and litigation of importance to Medicare beneficiaries nationwide.. Headquartered in Mansfield, Connecticut and Washington, DC, the Center also has attorneys in CA, MA, MD, and WI. This position is based in our flagship office in Connecticut, with some remote work possible.. Serve as liaison with investment advisor for the Center’s investment accounts.
The Modeling COE is a new function that is being created to accelerate and enhance the significant modeling needs across Corporate Finance that can also be leveraged by Investment Management and Enterprise Risk Management.. The Head of Modeling COE will report to the Chief Actuary and will be a key member of the Corporate Actuarial Leadership Team. The Head of Modeling COE will partner closely with Corporate Actuarial and CFO functional leaders (FP&A, Treasury, Controllers, Finance Transformation, etc.). Model Outputs: Produce required model output/files to business partners; FP&A development of income statement and balance sheet for the multi-year Financial Plan (annual) and Forecast (quarterly); Treasury development of long-term statutory capital planning; Corporate Actuarial development of value of inforce analysis; ERM development of liquidity risk/stress testing. Establish effective operating model and clear roles, responsibilities, and expectations in partnership with functional leaders in Corporate Actuarial, CFO (Financial Planning & Analysis, Treasury, Controllers, Finance Transformation, etc.). Minimum of 15 years of actuarial experience in financial modeling, pricing, valuation, financial planning, CFT/ALM, asset modeling, and/or in financial risk management
Posted byWe have an exciting opportunity for a Risk Manager to join our dynamic team at Mukuru, a fast-paced, rapidly growing fintech business.. This is a high-impact role that requires a keen understanding of the fintech industry, global regulations, and risk management best practices.. Regulatory Compliance Stay abreast of the constantly evolving regulatory landscape in the fintech industry and apply this knowledge to enhance the company’s risk management strategies.. Should you be appointed in a remote/work from home role at Mukuru, it is your responsibility to ensure that you have uninterrupted internet connectivity and a ‘work-like’ environment at your home location, in order to deliver your best in terms of performance, productivity and service to our customers.. SayPro Community Development in Youth Unemployment, HIV/AIDS, Human Rights and Gender-Based Violence