Collecting information
Organizing data
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.
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).
A growing manufacturing company in Phoenix is seeking an experienced Director of Finance and Accounting, to lead its financial operations and support its strategic growth initiatives.. Collaborate with the President and leadership team to drive strategic initiatives.. Leverage financial systems to improve reporting, analytics, and operational efficiency.. An MBA, CPA or CMA designation is a plus.. Epicor experience is a plus.
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
Division President and to the Chief Financial Officer (CFO). The VP of Finance is a senior executive responsible for overseeing the division’s financial planning, analysis, strategy, and risk management.. Implement systems and tools to enhance financial reporting and operational efficiency.. Education: Bachelor’s degree in Finance, Accounting, or a related field (MBA or CPA a plus).. Proficiency in financial systems, ERP software (especially SAP), and data analytics tools.
Ideal candidates will have a blend of public/private accounting experience in the SaaS/Digital Media industries and be well versed in close management, IFRS, and audit management.. This opportunity is in a fully remote capacity but prefer candidates be local to the DMV area to be accessible for executive board meetings.. Assist in the formulation of internal controls and policies to comply with legislation and established best practices. Proficient in accounting software (Microsoft Dynamics D365 Finance & Operations). Certified Public Accountant (CPA) designation and/or public accounting experience
Headfarmer is a boutique recruiting firm specializing in the placement of the upper echelon of talent in the greater Phoenix area.. In this capacity you’d have direct responsibility for financial reporting, internal controls, and audit processes across their consolidated chain of entities.. Support corporate initiatives and projects in tandem with senior Finance leadership. Knowledge of foreign currency exchange strongly preferred. Expert-level proficiency in Microsoft Excel; familiarity with Microsoft Dynamics 365 a bonus
Location: Fully Remote. The Senior Accountant will manage accounting operations remotely, using Yardi software to handle financial processes for our real estate development projects.. Yardi System Management: Utilize Yardi software to manage property accounting, including tenant billing, lease administration, rent collections, and expense tracking for multiple real estate projects.. Accounts Payable/Receivable: Oversee accounts payable and receivable processes, ensuring timely vendor payments, invoice processing, and collections.. Fully remote role with a flexible schedule, allowing work during nights and weekends to accommodate part-time hours.
Experience with accounting software (e.g., Sage 300 Timberline, QuickBooks, Procore, Viewpoint, or similar). Oversee all accounting operations, including A/R, A/P, payroll, job costing, general ledger, and financial reporting. Coordinate and lead annual audits and tax preparation with external accountants. Bachelor’s degree in accounting, Finance, or related field (CPA or MBA preferred). 7+ years of experience in accounting/finance in a construction or contracting industry
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
Job Title : Assistant Director of Financial Reporting. This is an amazing opportunity to join a stylish and upscale boutique resort, known for its tropical-meets-desert vibe.. This position supports the Director of Finance in managing the financial operations of each business entity, ensuring asset protection, and preparing financial statements in compliance with GAAP.. Perform additional tasks and projects as assigned by the Director of Finance, Regional Director of Finance, or General Manager.. Strong technical knowledge of general ledger, accounts payable/receivable, and payroll functions, with proficiency in relevant computer systems and software; experience with SMS Property Management, Aloha, ADP, Paylocity, Delphi, and Sage preferred.
Our client is seeking a highly experienced Vice President of Wealth Management to lead the strategic growth and management of their wealth management division.. This role is critical in driving revenue growth by developing and executing innovative investment strategies while providing exceptional service and guidance to high-net-worth clients.. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.. Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.. Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.
Execute financial close and consolidation procedures utilizing SAP and Hyperion Financial Management systems.. Perform lease accounting in compliance with IFRS-16 requirements.. Assist the implementation of Corporate, Group, US GAAP, or IFRS accounting and/or policy changes.. Experienced with SAP and Hyperion Financial Management (HFM) or other ERP systems.. High proficiency in IT skills (SAP, Excel, HFM).
ecoplexus.com ) is a rapidly growing renewable energy developer.. Job Overview Based in the United States or Mexico City, this role is a contributor to Ecoplexus' U.S. based project finance and development teams.. Assignments will include modeling project economics & scenario testing, organizing & managing project due diligence, and obtaining information from other internal groups to support contract negotiation and closing processes.. You will learn about the development, financing, construction, and management of solar power projects from the ground up.. In this role you will have international exposure, working for the US based team and LATAM. The ideal candidate will have the following: Solid understanding of project finance concepts Strong quantitative aptitude with advanced Excel and modeling skills, VBA and SQL skills a plus.
Execute financial close and consolidation procedures utilizing SAP and Hyperion Financial Management systems.. Perform lease accounting in compliance with IFRS-16 requirements.. Assist the implementation of Corporate, Group, US GAAP, or IFRS accounting and/or policy changes.. Experienced with SAP and Hyperion Financial Management (HFM) or other ERP systems.. High proficiency in IT skills (SAP, Excel, HFM).
Execute financial close and consolidation procedures utilizing SAP and Hyperion Financial Management systems.. Perform lease accounting in compliance with IFRS-16 requirements.. Assist the implementation of Corporate, Group, US GAAP, or IFRS accounting and/or policy changes.. Experienced with SAP and Hyperion Financial Management (HFM) or other ERP systems.. High proficiency in IT skills (SAP, Excel, HFM).
Upgrade is a fintech company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers.. We are looking for a Manager of Vendor Risk Management to join our Risk department.. Work closely with business stakeholders including Legal, Compliance, Product, Operations, and Information Security teams on vendor contracting, onboarding, oversight, and engagement termination. Financial services industry experience, including with regulatory requirements relating to third party risk management. Prior experience with managing third party risk related to default servicing and/or call center operations a plus
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.
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.. Delivering tailored solutions for middle-market privately owned businesses is at the heart of our organization, and as a Relationship Manager, what you do matters.. The Relationship Manager III - Commercial Banking is primarily responsible for delivery of various financial products and the servicing of commercial loans to middle-market privately owned businesses.. Strong knowledge of Wealth Management products, Treasury Services, deposit offerings, and the other bank services.. Managers at all levels practice an open-door policy to encourage candid communication, feedback, and discussion.