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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).
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.
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.
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 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
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.
As a key finance leader, this individual will ensure compliance with GAAP, drive process improvements, implement financial systems, and provide strategic support to senior leadership and private equity sponsors.. The ideal candidate will be a CPA with Big 4 public accounting experience (preferred) and a track record of success in private equity-backed, high-growth environments.. Own the preparation of financial statements, management reports, and investor reporting in collaboration with the CFO.. Certified Public Accountant (CPA) required; Big 4 public accounting experience preferred.. Hands-on experience with ERP systems (Microsoft Dynamics, NetSuite, or SAP preferred).
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.
Job Title: Chief Financial Officer (CFO). The Chief Financial Officer (CFO) is a key member of the executive team, responsible for leading the financial functions of the company, including accounting, treasury, financial planning, and investor relations.. This role plays a critical part in strategic planning, capital strategy, and organizational leadership to ensure financial health and sustainability.. CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst) preferred. Proficiency in enterprise-level ERP systems such as NetSuite, Oracle, or Workday
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.
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!
A bit about us: The Senior Financial Analyst role provides an outstanding opportunity to gain exposure to and experience in two key niche equipment businesses at this organization that are both poised for growth potential.. This Senior Analyst will fill a broad-based role reporting directly to the Integrated Equipment Controller, and responsibilities will include cost and profitability analysis, acquisition valuation, Mergers and Acquisitions (M&A) integration, financial planning and reporting, ad hoc analysis, and strategic decision making.. This Senior Financial Analyst role involves frequent interaction and coordination with various business partners & stakeholders across finance and non-finance functions including leading and contributing to multiple improvement projects.. There are two openings: one in AZ and one in Pboth roles are hybrid.. The ideal Senior Financial Analyst has expertise in discounted cash flows, understands full P&L, forecasting, expert Excel.
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.
Location: Remote Salary: $60 - $120/hr Type: Part-time / Contract 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.
Job Title: Enterprise Risk Management (ERM) Information Technology Sr. Analyst Location: CityScape What you'll do: The Enterprise Risk Management Team will work within the bank’s second line of defense and will be responsible for supporting and overseeing a team for the development and implementation of operational risk management programs such as controls testing, issue management, risk and control self-assessments (RCSA) , and technology risk management.. This role is part of the Enterprise and Operational Risk Management Group (ERM/ORM) that is responsible for developing and implementing the bank's risk management framework.. The organization plays a critical role in helping to inform bank management and the Board of Directors of the risks inherent in its actions and decisions, enterprise impacts, and opportunities to manage risk.. Qualifications: Previous Controls Testing experience and/or Audit within areas such as information technology, general banking operations including deposit operations, loan administration, treasury management and/or other commercial and consumer banking products and services.. Knowledge of security, application and/or network core components and tools (such as Azure, AWS, Jira, ServiceNow, Cisco switching and routing, etc.)
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
Utilize sensitivity analysis, stress testing, market trend, and other analytical methodologies to anticipate any credit trends or deterioration and obtain insights into portfolio performance and market opportunities.. Coordinate activities with other departments in the bank responsible for risk management including Credit Administration, Enterprise Risk and Credit Risk Review.. Minimum 5 years of experience in credit risk portfolio management, credit administration, loan origination, and/or credit analysis.. Experience in Banking with experience in portfolio management, credit analysis; credit administration, loan origination, credit analysis;.. In depth knowledge of portfolio management practices; credit administration; loan underwriting standards;
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.