Collecting information
Organizing data
B. Woods & Company (BWC) is a growing boutique mergers and acquisitions consulting firm based in Phoenix, Arizona.. The ideal candidate will have at least two years of work experience in sales, business development, or account management, some background in finance, and an interest in starting a career in M&A, private equity, or investment banking, particularly on the business development side.. You will receive in-depth training on the industry and BWC's methodologies and processes, so no prior experience with M&A, private equity, or investment banking is required.. Understand clients’ investment criteria and qualify acquisition opportunities according to BWC's process. Procure several acquisition opportunities monthly leveraging BWC's process
5+ years' of commercial lending, commercial leasing, or credit analysis experience combined with finance and accounting experience. 2+ years' of experience working with structured finance transactions (e.g., CLOs or ABS). Strong knowledge of financial analysis applications (Moody's Risk Analyst). Experience with a variety of collateral types including middle market loans, growth capital loans, transportation assets (aviation, rail, marine container), other esoteric assets. Loan review or audit experience
B. Riley Advisory Services is a subsidiary of B. Riley Financial (NASDAQ: RILY) and the brand name for GlassRatner Advisory & Capital Group, LLC.. We are expert providers of bankruptcy and financial restructuring services, business valuations, mergers & acquisition transactions, distressed investment banking services and financial investigations for organizations involved in business disputes.. Create compelling pitch materials and financial analyses for prospective distressed companies. 3+ years of experience in corporate finance, consulting, investment banking or public accounting. Holders of, or candidates for, the following credentials are preferred - CPA, CFA, CIRA or CTP
At Gains In Bulk, we are seeking an experienced Director of Finance to lead our financial strategy and operations.. Reporting to the CEO, the Finance Director will oversee all aspects of financial management, including budgeting, forecasting, financial reporting, and compliance.. Be Delusional: Fearlessly chase audacious visions that defy convention, fueled by unwavering belief in the impossible.. The ideal candidate will have experience in accounting, financial modeling, accounts payable/receivable, budgeting, and audits.. Cash Management: Oversee cash management, ensuring optimal liquidity, effective treasury operations, credit lines, and strategic allocation of financial resources to support business objectives.
The Finance Manager will be responsible for overseeing financial modeling, preparing financial statements, and developing detailed pro forma models to support strategic initiatives and business development efforts.. Support budgeting and forecasting processes, ensuring accuracy and consistency.. Bachelor’s degree in Finance, Accounting, Economics, or related field (Master’s degree or MBA preferred).. 5+ years of progressive experience in corporate finance or financial planning & analysis (FP&A).. Advanced Excel skills; experience with financial software/tools (e.g., NetSuite, Adaptive Insights, Tableau) is a plus.
The Senior Manager of Strategic Finance Operations plays a key role in driving operational excellence across the Finance organization.. The ideal candidate will bring strong financial fluency and a natural curiosity to understand how the business operates, with the ability to dive deep into internal processes and proactively identify opportunities for improvement - particularly in core areas like Accounts Receivable and Accounts Payable.. You are an Experienced Pioneer: You have 5+ years of experience in finance, consulting, and/or investment banking, within a fast-pace, high-growth environment with extensive exposure to executive-level audiences.. Experience with private equity and M&A, including integration of acquired businesses with a demonstrated ability to manage complex, high-impact projects with multiple stakeholders is a plus.. To apply, please submit your resume and cover letter, preferably in MS Word format, to Derek Bush - dbush@harvardsearch.com.
Drive process improvements, from streamlining workflows to implementing new financial systems, with a focus on efficiency and data integration (e.g., reducing manual processes for loan systems and capital allocation).. Oversee treasury, liquidity, and investment allocation, ensuring alignment with the firm’s strategic policies.. Strengthen SOX compliance and internal controls for a public company, collaborating with the CFO on board and audit committee materials.. Financial services background preferred, with an understanding of treasury, capital allocation, and SOX compliance.. Hybrid flexibility: In-office, with remote work in June/July (finance team returns late July for reporting).
Develop and manage internal controls to safeguard company assets and ensure accurate financial reporting.. Drive automation and technology adoption to streamline financial reporting and operational efficiency. In-depth knowledge of GAAP, SEC reporting, and internal controls. Prolonged periods of sitting at a desk and working on a computer, typically in a cubicle environment (constant noise, fluorescent overhead lighting). With over 30 years of experience with some of the world’s most respected brands in the travel, finance, entertainment, technology, education, and retail industries, we’re a leader in the loyalty travel solutions space.
Zanda partners with VCs, Founders, CEOs and CFOs when it comes to successfully delivering on key senior appointments.. Zanda is partnering with a Series B Fintech company that is dedicated to revolutionizing business banking platforms with the utilization of crypto and blockchain.. Bachelor's degree in Accounting, Finance, or a related field; CPA or MBA preferred.. Prior experience in a startup or high-growth environment, preferably within the fintech sector.. Previous experience in Treasury operations is preferred.
As a Treasury Manager working for Taylor Morrison, you will be responsible for the planning and execution of all Treasury activities including managing the Company’s daily liquidity, cash flow forecast, and ensuring compliance with company audit standards to maximize the protection of the company’s cash assets.. We trust that as a Treasury Manager you will: (responsibilities). Support day-to-day Treasury operations including short term cash forecasting. Prepare, review and maintain SOX compliance within the department; ensure proper controls exist over cash receipts, disbursements and general treasury activities. BA/BS degree in Finance, Business, or Economics (or a related discipline) is required; MBA preferred, CTP (nice to have)
This role will be on-site for the first 6 months, then will have the ability to transition to a hybrid schedule.. Cash & Treasury Management: Optimize cash flow and banking relationships to support financial health and strategic goals.. Audit & Tax Coordination: Lead audit processes and tax preparation to ensure accuracy and compliance.. Process Improvement: Drive automation and workflow efficiencies, including the integration of AI solutions.. Technologically adept, with experience implementing modern financial systems.
The Staff Accountant will be responsible for maintaining financial records, preparing reports, and ensuring accuracy in all accounting functions.. Assist in tax preparation, audits, and financial analysis.. Process accounts payable and accounts receivable transactions.. years of accounting experience, preferably in a corporate or public accounting setting.. Proficiency in accounting software (e.g., QuickBooks, NetSuite, SAP).
We are partnering with a well-established, 20+ year-old sell-side advisory firm that offers proven M&A and private equity alternatives to middle-market companies.. In doing so, this boutique investment bank helps companies maintain independence, enhance cash flow, and create tax-advantaged shareholder liquidity events.. Lead and scale middle-market sales operations for a premier ESOP Investment Bank.. Fully remote role with travel. If you’re a Director of Sales eager to drive sales and revenue growth for a leading boutique Investment Bank, please apply today!
Location: Remote Salary: $40 - $70/hr Type: Full-time This is a remote, full-time, summer analyst role for undergraduate students.. You will complete tasks similar to those of an investment banking, private equity, or hedge fund analyst.. This is a remote Summer Analyst role for undergraduate students.. The work will be done asynchronously and on a project-by-project basis.. This position offers high pay, valuable finance experience, and is an excellent opportunity to gain real-world finance experience.
Experience with financial reporting, budgeting, forecasting, and internal controls.. Knowledge of accounting software (e.g., QuickBooks Online, SAP, Oracle) and financial systems.. Experience working in any e-commerce, consulting firm or web development agency Skills: Strong knowledge of accounting principles and financial reporting standards.. Proficiency in Quickbooks Online, Microsoft Excel and other financial modeling tools.. Benefits Fully remote position Potentially becoming the company's CFO Good market rate
Description : This job is responsible for the delivery of integrated credit solutions to clients as well as on-going portfolio management.. Key responsibilities include underwriting and negotiating new transactions, partnering with client-facing teammates to consult on sales opportunities, and providing the product expertise to deliver effective client solutions.. Responsible for helping clients achieve their overall strategy through the innovative use of various funding alternatives; possess and share with the client and other members of the client team expert knowledge of commercial finance and the products and services associated therewith.. The Leasing Credit Officer II uses this client knowledge to assess the appropriateness of existing solutions and to propose optimal financing alternatives or additional financing solutions.. Directly accountable for managing credit quality and the approval process through their interaction with Risk Management Officers and Senior Management.
We strive to promote an engaging environment with accessible leadership and on-going employee development.. NBAZ is looking for an experienced Commercial Banking Relationship Manager to join our Prescott Team. Top candidates will have extensive knowledge of the Prescott and surrounding communities with proven success attracting new business relationships while deepening our existing customer relationships.. Qualifications: A four-year college degree in business, accounting, or finance is strongly preferred with 2+ years of direct commercial lending in C&I/CRE, or other complex commercial lending.. Knowledge of commercial credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc.. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
RBCCM's Arizona Municipal Finance Group is seeking an experienced municipal finance investment banking associate who is eager to join an established market.. The Municipal Finance Associate provides analytical, research and transactional support to investment bankers in all departmental work activities relating to the structuring and issuance of municipal bonds through negotiated, competitive sale or via private placement.. We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.. A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations.. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast.. Responsibilities The Global Fund Banking Portfolio Management Analyst is responsible for critical risk management functions for the Global Fund Banking lending portfolio.. More information regarding our benefits offerings can be found here: benefitsThe Global Fund Banking Portfolio Management Analyst is responsible for critical risk management functions for the Global Fund Banking lending portfolio.
Our client is a dynamically growing, middle-market manufacturer of highly engineered components serving multiple industries.. The business has a regional presence in multiple geographies and is backed by a leading private equity sponsor with plans to expand their operational footprint and product offerings to support their strong growth initiatives.. You will have expertise in M&A, FP&A, and comprehensive finance functions, including treasury, tax, and controls.. The ideal candidate will have a strong understanding of the pace and requirements of working within a private equity-backed business, as well as experience with board-level reporting and aligning financial insights with business drivers.. Industries: Medical Equipment Manufacturing, Manufacturing, and Plastics Manufacturing