Collecting information
Organizing data
This position will oversee the global Treasury operations including banking relationships, adherence to covenants, revenue recognition, credit card and alternative payment processing, cash reporting, corporate card administration and reporting, commission payouts and related accounting activities.. Manage global foreign currency hedging program.. Professional experience in network marketing or health and wellness industry.. Professionally licensed in Accounting or Treasury field; i.e. CPA, CMA and/or CTP (or pursuing).. For more than twenty years, Isagenix has made holistic science an art with transparency and integrity—creating products and systems that address nutrition, stress, fitness, energy, natural beauty, focus, and financial wellbeing.
Our mission at Rainbow Acres is to empower persons with developmental disabilities to live to his/her fullest potential with dignity and purpose. Reporting to the President/CEO the Director of Finance will direct and oversee the financial activities of the organization, prepare financial reports and summaries, create forecasts predicting future financial growth. The mission of the Finance Office is to develop, implement and monitor the policies and practices that assure that Rainbow Acres operates within the Generally Accepted Principles of Finance and Accounting for a not-for-profit organization. Professional responsibilities include : Budgeting and forecasting, Financial Reporting, Financial Analysis, Accounting Oversight, Internal Controls, Investment Management, Team Leadership, Stakeholder Communication, Risk Management, Compliance, Cash Flow monitoring and management, management of Rainbow Acres' insurance portfolio and employee benefits, overseeing our corporate credit card program, and as directed accepting responsibility for the bidding of goods and services. If you have extensive experience in financial management, including budgeting, forecasting, and financial analysis; particularly in a non-profit environment - please visit our website www.
The Chief Investment Officer (CIO) is responsible for leading the firm's investment strategy, overseeing capital deployment, and ensuring disciplined underwriting and asset management.. Lead the development and execution of investment strategies across core verticals: land entitlement, hospitality, wave pools, multifamily, and industrial.. Evaluate and implement technology and systems to improve investment operations.. Sign in to set job alerts for “Chief Investment Officer” roles.. Account Director (Creative & Investment Banking)
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.
As a Treasury Management Officer in Middle Market Banking, you will generate new treasury management business and maintain relationships with clients.. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransAbout the TeamJ.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world.. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
Salary: $30 - $50/hr. This is a remote Analyst role for undergraduate students.. You will complete tasks similar to those of an investment banking, private equity, or hedge fund analyst.. The work will be done over the next 2-3 weeks, asynchronously, and on a project-by-project basis.. This position offers high pay, valuable finance experience, and is an excellent opportunity to boost your resume.
he Internal Audit Department (IAD) of The Charles Schwab Corporation provides independent and objective assessments to figure out whether all significant risks are identified and appropriately reported by management and risk functions to the Board and Executive Management, to evaluate whether risks are adequately controlled, and to challenge Executive Management to improve the efficiency of governance processes, risk management, and internal controls. The Broker Dealer Asset Management (BDAM) Audit Team is seeking a Senior IT Auditor (Senior Specialist, Internal Audit - Technology is our internal title) primarily responsible for audit activities covering BDAM focused on key application risks and controls. Reporting to a Director or Senior Manager of the BDAM Application Controls team, the Senior IT Auditor will have responsibility for the independent and objective assurance activity designed to improve the organization’s operations and compliance with key regulations by evaluating and improving the efficiency of risk management, control, and governance processes. Issues Identification: Based on the results of audit testing, identify and draft audit observations for review by the Internal Audit Manager/Senior Manager (and above levels) and subsequent debriefing with the key partners (typically VP-level and below). Risk Assessment: Under the supervision of IAD Management, participate in the annual Risk Assessment process, including scheduling and participation in meetings with partners, and the scoring and documentation of risk ratings.
The Director of Strategy & Corporate Development role is ideal for a highly skilled professional with a background in investment banking, private equity, management consulting, and/or corporate development.. Investment Banking: Experience in corporate finance, including valuation and advisory.. Private Equity: Experience evaluating and structuring business opportunities, conducting due diligence, and managing portfolio companies.. This position is required to be in office 4 days per week (Mon-Thurs); Fridays are optional remote work days.. Supporting development of long-term corporate strategy by providing market, competitive, and financial insights
Branch Senior Operations Specialist (Scottsdale, AZ) Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer.. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.. Provides any special support for sales force as requested by Branch Manager. At least 5+ years of brokerage/financial services experience along with some management experience. FINRA Registrations: Series 7 and 63 required
Description The Credit Officer will provide analytical and underwriting support for MidFirst Private Banking.. Loan underwriting encompasses the following: Financial analysis of the borrowers and guarantors including personal and business tax returns, financial statements and other documents; Collateral analysis; Loan structure and documentation; Completion of credit memorandum or similar approval documents.. Minimum of 3 years of experience in private bank, commercial credit analysis, financial analysis or similar related functions. Some experience in mortgage underwriting may be considered. Experience with Moody's RiskAnalyst and Buker Taxanalysis (or comparable analytical software) is preferred
Alvarez & Marsal, a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) – CFO Services team in various locations throughout the U.S. With more than 3,000 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation.. A&M’s Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies.. CFO Services (including interim management – CFO, Controller, Treasurer). 7-10+ years of relevant work experience in Management Consulting, Investment Banking, Private Equity, Corporate Strategy or related field (e.g., Treasury, Sourcing, Supply Chain, Corporate Finance, etc.). Strong expertise with data and analytics tools such as Microsoft Excel, PowerBI, Alteryx, Tableau, etc.
Model & Analyze - Build dynamic, driver‑based models (ARR, churn, LTV/CAC, pricing, scenario analysis) in Excel/Sheets and specialized tools (e.g., Adaptive, Anaplan).. Elevate Reporting - Design executive dashboards (Looker, Tableau, Power BI) that surface real‑time SaaS metrics, margin trends, and unit economics.. Drive Process Excellence - Streamline month‑end close, integrate systems (ERP, CRM, BI), and institute SOX‑ready controls in partnership with Accounting.. 8+ years in strategic finance, FP&A, investment banking, or private equity-at least 3 years in a high‑growth SaaS or tech environment.. Proficiency with BI tools (Looker, Tableau, Power BI) and ERP/FP&A systems (NetSuite, Adaptive, Anaplan)
Provides full advisory services to First and Second Lines of Defense on all applicable money laundering risk, including but not limited to the Bank Secrecy Act (BSA), USA PATRIOT Act, and U.S. Treasury AML guidelines.. Knowledge of financial institutions, corporate advisory, wholesale lending, project finance, and the structures of these transactions and relationships.. Demonstrated knowledge of investment banking products and services, including but not limited to, derivatives, swaps, project finance, commodities and structured finance, and securitization.. Transaction Banking: understands the AML risk that presents itself in the form of complex products and services, including treasury management with money and transaction movements, demonstrated knowledge of SWIFT payment processes, correspondent banking, cash management services, ACH, and other methods of electronic funds transfers including how these can be used for money laundering and the controls required for these risks.. Minimum of 5 to 7 years in banking, with a strong emphasis on BSA, AML and OFAC laws and regulations.
Identifies and addresses product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities.. Ability to be flexible with working hours and utilize virtual connectivity tools (VDI, Blackberry/Good mobile suite, etc. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
As a Treasury Management Officer in Middle Market Banking, you will generate new treasury management business and maintain relationships with clients.. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.. Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
Cash Forecasting: Lead short-term and long-term cash flow forecasting and analysis to ensure strong liquidity management.. Cross-Functional Collaboration: Partner with teams across Finance, Sales, Product, Operations, and Leadership to drive financial transparency and accountability.. Projects: Support M&A activity and other corporate development initiatives as needed, including financial modeling, due diligence, and integration planning.. QualificationsBachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred.. Proficiency with NetSuite, Salesforce, and Excel; familiarity with BI tools (e.g., Tableau, Power BI) a plus.
Serve as the chief financial officer and strategic business partner to the CEO, senior leadership team, and family ownership.. Oversee ERP implementation, financial consolidation, and data collection systems to enhance FP&A capabilities.. Bachelor’s degree in accounting, finance, or a related field required; CPA, MBA, CMA, or Big Four experience is a plus.. Expertise in accounting, financial controls, FP&A, budgeting and forecasting, tax, treasury, KPI development, risk management, working capital management, and banking relations.. Prior experience in family estate planning, tax strategy, and managing the financial needs of family members within a privately-held business context preferred.
Digital Finance Transformation Expertise and proven implementation experience. RPA, Finance Analytics, NLG, Predictive Forecasting models.. Experience in Digital Finance technologies, including RPA, Predictive Forecasting, Finance Analytics, NLG, data visualization.. Over 12 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity. CPA, CFA, MBA, or Master’s Degree Preferred but not Required
freepower.io) has developed a design forward, industry-changing technology that turns countertops into wireless chargers.. We are currently seeking a detail-oriented and experienced Director of Finance to lead our finance team.. The Director of Finance will also lead budgeting, forecasting, and financing to maintain profitability and cash flow efficiency.. Given the rapid growth, the controller will play a crucial role in scaling financial infrastructure, implementing internal controls, and optimizing financial systems to manage increased revenue while supporting the company’s long-term objectives.. Develop cash flow forecasts to ensure liquidity and identify potential funding needs.
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.. Support day-to-day Treasury operations including short term cash forecasting. BA/BS degree in Finance, Business, or Economics (or a related discipline) is required; MBA preferred, CTP (nice to have). Headquartered in Scottsdale, Arizona, Taylor Morrison Home Corporation operates in the U.S. under the Taylor Morrison and Darling Homes brands.. Darling Homes serves move-up and luxury homebuyers in Texas.