Collecting information
Organizing data
Maintain a thorough understanding of CNB's Internal Controls Management Policy and Standards, control testing methodologies, and related regulatory and compliance standards, including but not limited to enterprise risk management, data governance, third party risk management, model risk management, business continuity, fraud risk management, and associated regulations, guidance, and regulatory expectations.. Acts as brand ambassador of the CoE by developing solid working relationships across the organization as to facilitate communication and strategic partnerships.. Minimum 5 years of experience in controls testing, internal audit, quality control roles, or other complimentary capacities, preferably within the financial services industry, a public accounting firm, or with a financial institutions regulator.. Preferred Certifications: CPA - Certified Public Accountant, CIA - Certified Internal Auditor, CISA - Certified Information Systems Auditor, and CISSP - Certified Information Systems Security Professional.. Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
This position will be based in Prescott Valley, Arizona at the Prescott Valley Retail Banking Branch.. Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet.. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales. Competencies Accuracy and Attention to Detail, Addressing Customer Needs, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs
The Configuration and Deployment Technician (C&D Tech) within ADOT’s Information Technology Group (ITG) is responsible for supporting the full lifecycle of IT hardware for the agency.. Picking and stocking IT hardware in/out of secure inventory. Maintaining policies, standards, and systems for effective IT asset portfolio management including cost control, compliance, risk management, and IT governance. 1-3 years with IT asset management tools and discovery products. 1-3 years experience with Active Directory, Windows 10/11, MS System Center Configuration Manager, and ServiceNow HAM
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.
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
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.
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.
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.
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
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)
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
Perks of joining the U-Haul fleet:Get your career moving with a company who empowers team members to the healthiest version of themselves!. Consistent with applicable state law, U-Haul will not hire or re-hire individuals who use nicotine products.. The states in which U-Haul will decline to hire nicotine users are: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Pennsylvania, Texas, Utah, Vermont, Virginia, and Washington.. U-Haul has observed this hiring practice since February 1, 2020 as part of our commitment to a healthy work environment for our team.. U-Haul is an equal opportunity employer.
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.
You will play a part to support financial landscape, speed, quality and cost efficiency thru budgeting, forecasting, financial analysis and reporting. You will play an important role in managing financial performance and implementing finance strategies to achieve committed business performance. Key ResponsibilitiesMaintain books of accountsPrepare monthly cash forecastDrive timely statutory filingsCoordinate audit requestsEnsure timely book closureDrive AccuracyCoordinate Statutory reportingEnsure ComplianceWE VALUEBasic Accounting knowledge. Bachelors degree in Accounting or Finance. Additional InformationCategory: FinanceLocation: USAExemptDue to US export control laws, must be a US citizen, permanent resident or have protected
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.
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