Collecting information
Organizing data
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.
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.
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 role covers a wide range of responsibilities that include overseeing financial reporting, SOX compliance, implementing financial technology solutions, overseeing treasury and cash management functions, and collaborating with senior leadership and cross-functional teams to support business objectives.. This position is based full-time, on-site, at our beautiful Downtown Phoenix Office and will report directly to the Chief Financial Officer.. Oversee the company’s treasury function including daily cash management, as well as coordinating short-term liquidity requirements and support business operations.. Collaborate closely with the CFO on capital raising activities, including support scenario modeling, assistance with due diligence materials, investor communications, evaluating liquidity requirements and the preparation of financial disclosures.. Minimum of 10 years previous experience in public accounting and experience in a similar role at a BDC or private credit asset manager
We are seeking a highly motivated and detail-oriented Assistant Controller to join our finance team.. As the Assistant Controller, you will play a crucial role in supporting the financial operations of the company, ensuring accuracy in financial reporting, compliance with regulations, and efficient internal controls.. Collaborate with cross-functional teams to streamline and improve financial reporting processes and systems.. Assist in the development and implementation of internal controls to safeguard company assets and maintain compliance with relevant regulations.. Detail-oriented mindset with a commitment to accuracy and precision in financial reporting.
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
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)
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.
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).
Our firm serves as a completely objective NextGen Outsourced Chief Investment Officer to high net worth private clients, family offices, endowments, foundations, healthcare organizations, not-for-profits and corporations.. The Wealth Management Advisor will be the primary point of contact for clients, ensuring high-quality service, resolving issues, and helping clients achieve their longterm investment goals.. ➢ Experience and knowledge of alternative investments (hedge funds, private credit, private equity, real estate, natural resources, commodities). Global Strategic’s NextGen OCIO structure is identical to the nation’s largest and most successful multi-billion dollar investment pools, which are led by a Chief Investment Officer (“CIO”) plus a small, efficient team of key employees.. In recent years these entities have slashed their internal headcount of support staff and now employ a myriad of FinTech firms that dramatically increase the breadth of their capabilities.
Our client, a private investment firm in the venture capital space, is seeking a Fund Accounting Consultant to support their finance operations during a team member's upcoming leave.. This role offers the opportunity to work with a high-caliber finance team on fund operations, investor reporting, and audit support.. While the company has a hybrid work environment with offices in the Bay Area, they are open to candidates who need a fully remote arrangement.. Support investor reporting, audits, and tax processes. Experience supporting audits and investor reporting
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!
Participants in the MBA Finance Leadership Development Program (LDP) join Ryder as Financial Consultants and are given significant responsibility to impact both business and financial decisions.. What can you expect from the MBA Finance LDP?. Contribute to the one and three-year strategic planning processes, capital budgeting and other projects such as evaluation of capital investments including acquisitions, technology and leases Support the Treasury department with capital market analysis to manage a $6 billion debt portfolio, $2.5 billion investment portfolio and 20 large global bank relationships.. Conduct analysis of current and potential new markets, competitors and disruptive trends/technologies and present findings to Executive Leadership Applicants from California, Colorado, Connecticut, Hawaii, New Jersey, New York, Washington State: Salary is determined based on internal equity; internal salary ranges; market data/ranges; applicant’s skills; prior relevant experience; certain degrees or certifications, etc.. Ryder offers comprehensive health and welfare benefits, to include medical, prescription, dental, vision, life insurance and disability insurance options, as well as paid time off for vacation, illness, bereavement, family and parental leave, and a tax advantaged 401(k) retirement savings plan Job Category: Financial Analysis
Role/ Department: Senior Audit Manager, WM-AM/Audit Services Senior Audit Manager is responsible for the execution of audit engagements, which includes planning, developing the project’s scope, maintaining the budget and timeframes of the project to meet audit requirements, and ensuring department Standards are properly met.. Maintains familiarization and technical expertise preferably in the Wealth Management and Asset Management businesses including organizational structure, personnel, activities and products, new product development, financial performance and risk and problem areas.. Professional certifications (e.g., CPA, CISA, CIA, ACA, ACCA) and/or an MBA along with demonstrated technical abilities in select areas (e.g., accounting, regulatory compliance, etc.). College or University degree The successful candidate will benefit from having: Knowledge of Wealth Management and/or Asset Management businesses Working Model: Hybrid (#LI-Hybrid) We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at.
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.
Given the rapid growth, the role will play a crucial role in scaling financial infrastructure, implementing internal controls, and optimizing financial systems to manage increased revenue.. Establish process and matrix to track various sales and management commissions, rebate, and rev share structures across our internal team and external partners, including distributors and sales reps.. Financing and Cash Flow Management: Develop cash flow forecasts to ensure liquidity and identify potential funding needs.. Manage working capital by optimizing accounts receivable, accounts payable, and inventory levels.. Oversee debt obligations and financing strategies, ensuring the company maintains sufficient funding for growth initiatives.
This position demands strong treasury operations experience, leadership in financial environments, and the ability to drive cross-functional projects.. Strong knowledge of global banking operations, foreign exchange, and insurance.. Professional certification in finance or treasury (e.g., CPA, CTP, CFA) is preferred.. Develop and monitor capital structures, strategic finance initiatives, and complete special projects.. Manage foreign exchange and interest rate risks through hedging, share repurchase, and equipment leasing.
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
Silicon Valley Bank and First Citizens bring together the strength and stability of a diversified financial institution with a 125-year tradition of service, combined with the personalized approach of a nimble financial partner.. A key member of Relationship Management, the RA II plays an integral role in the client experience, assisting with deposit activity and daily cash management needs.. Client Advisory Partner with Relationship Manager to advise clients on risk mitigation strategies, particularly in combating money laundering and fraud.. Understanding of Private Equity and Venture Capital terms and the lifecycle of funds.. Familiarity with commercial banking products, particularly in treasury, cash, and investment management.
From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. Develop and maintain comprehensive knowledge of all commercial products including loans, cash management, trade service products and deposits to facilitate cross-selling and enhance the client experience. Must have demonstrated skills in commercial credit underwriting, business development and portfolio management for mid-sized developers and investors. Minimum of 5-7 years of Commercial Lending experience preferred. Proven ability to cross-sell other banking products, including loans, deposits and treasury management.