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You'll help them identify, evaluate, and execute profitable opportunities while sharing your knowledge in underwriting, mergers & acquisitions, and strategic deal structuring.. M&A Strategy Advisory Share proven strategies from private equity, investment banking, and corporate acquisition experience to help learners confidently buy and sell companies or business units.. 7+ years of hands-on experience in mergers & acquisitions and underwriting, with a proven track record of structuring, negotiating, and closing profitable deals.. Strong knowledge of financing options, including seller financing, debt, equity, SBA loans, and creative funding structures.. Master Deal Strategist Brings deep expertise in mergers & acquisitions and underwriting, with a proven track record of structuring profitable deals.
Director, Private Wealth Advisory: Responsible for driving new business development efforts within a designated market and leading the local Wealth Advisory team to achieve revenue targets and coordinate and deliver first-class wealth management services, including investment management, financial planning, trust administration, estate planning, and tax planning to individuals, families, and institutional clients.. Effectively manage and oversee team delivery of wealth management services and solutions (in accordance with The Busey Promise, Client Engagement Model, and Wealth Management Service Blueprint) to ensure service excellence to client relationships with the goal of long-term retention.. Collaborate with other lines of business across the Bank (Commercial Lending, Retail, Mortgage, and Cash Management) to enhance existing, joint client relationships, while also identifying opportunities for further growth and service expansion.. Prior team leadership experience is preferred Professional designations, including CFP, CFA, CPA, CTFA, and/or MBA are preferred Requires experience or demonstrated understanding of wealth management solutions and concepts including investments, banking, trust administration, financial planning, estate planning, retirement planning, insurance, tax and identification/implementation of additional wealth planning opportunities.. Managing Director, Private Wealth Advisory Education and training requirements of the Director, Private Wealth Advisory plus: 3+ years of private wealth advisory team leadership experience Demonstrated progression of an expanded client base and consistently exceeding revenue targets
The Director of Finance is a senior leadership role responsible for the strategic financial direction and fiscal integrity of Clin-Path Associates, PLC (CPA) and Clin-Path Diagnostics, LLC (CPD).. Reporting directly to the Clin-Path Associates Board of Directors , the Director of Finance provides enterprise-wide financial leadership, overseeing planning, budgeting, accounting, compliance, and revenue cycle management.. Lead revenue cycle operations in collaboration with Pathology Billing Services (PBS) to optimize reimbursement and reduce denials.. Finance/Accounting Team: Oversight of financial reporting, budgeting, and compliance functions across CPA, CPD, and PBS.. Demonstrated success in revenue cycle management, financial planning, and risk mitigation.
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
Leslie’s Pool Supplies is the “World’s Largest Retailer of Swimming Pool Supplies.”. Owner of Financial Planning Tool (i.e., Adaptive, Essbase, OneStream). Bachelor’s degree in finance, Accounting, or a related field; CPA, CMA, or MBA preferred.. 7-10 years of varied Finance experience across Financial Planning & Analytics (FP&A), Corporate Finance, Financial Consolidation, Accounting, or Financial Reporting within a corporate or public accounting environment.. Strong proficiency with financial systems and software (e.g., SAP, Hyperion, Oracle); advanced Excel skills are essential.
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.. Cross-sell Treasury Management and other Enterprise products/services to existing clients in a consultative fashion.. Bachelor’s degree from four-year college or university; seven plus years of treasury management sales or related experience.. Sign in to set job alerts for “Vice President Treasury Management” roles.. Global Financial Crimes - Americas Issues Management Regulatory & Audit Reporting Coordination, Assistant Vice President We’re unlocking community knowledge in a new way.
The Credit Officer will provide analytical and underwriting support for MidFirst Private Banking.. Financial analysis of the borrowers and guarantors, including personal and business tax returns, financial statements, and other documents;. Minimum 7+ years of experience in private banking, commercial credit analysis, financial analysis, or related functions. Some experience in mortgage underwriting may be considered. Experience with Moody's RiskAnalyst and Buker Taxanalysis (or comparable analytical software) is preferred
The Director of Finance reports to the Executive Director and has regular interaction with the ACC Board, Finance Committee, department heads, major contractors, HOA managers/Board members, and Anthem residents.. Knowledge, Skills, and Abilities: The Director of Finance must have exceptional knowledge of GAAP, and finance and business management principles and best practices; exceptional analytical and communication skills to analyze and present complex financial matters; advanced Excel skills and strong proficiency in Outlook and Word; and accrual-based fund accounting expertise.. A working knowledge of Caliber, Village Management or similar HOA management software is desirable.. Industries Government Administration. Blood Bank Supervisor - Banner Thunderbird Scottsdale, AZ $72,000.00-$82,000.00 1 week ago
Director, Private Wealth AdvisoryResponsible for driving new business development efforts within a designated market and leading the local Wealth Advisory team to achieve revenue targets and coordinate and deliver first-class wealth management services, including investment management, financial planning, trust administration, estate planning, and tax planning to individuals, families, and institutional clients.. Effectively manage and oversee team delivery of wealth management services and solutions (in accordance with The Busey Promise, Client Engagement Model, and Wealth Management Service Blueprint) to ensure service excellence to client relationships with the goal of long-term retention.. Collaborate with other lines of business across the Bank (Commercial Lending, Retail, Mortgage, and Cash Management) to enhance existing, joint client relationships, while also identifying opportunities for further growth and service expansion.. Professional designations, including CFP, CFA, CPA, CTFA, and/or MBA are preferredRequires experience or demonstrated understanding of wealth management solutions and concepts including investments, banking, trust administration, financial planning, estate planning, retirement planning, insurance, tax and identification/implementation of additional wealth planning opportunities.. Managing Director, Private Wealth AdvisoryEducation and training requirements of the Director, Private Wealth Advisory plus:3+ years of private wealth advisory team leadership experienceDemonstrated progression of an expanded client base and consistently exceeding revenue targets
The Director of Finance is a senior leadership role responsible for the strategic financial direction and fiscal integrity of Clin-Path Associates, PLC (CPA) and Clin-Path Diagnostics, LLC (CPD).. Reporting directly to the Clin-Path Associates Board of Directors , the Director of Finance provides enterprise-wide financial leadership, overseeing planning, budgeting, accounting, compliance, and revenue cycle management.. Lead revenue cycle operations in collaboration with Pathology Billing Services (PBS) to optimize reimbursement and reduce denials.. Finance/Accounting Team: Oversight of financial reporting, budgeting, and compliance functions across CPA, CPD, and PBS.. Demonstrated success in revenue cycle management, financial planning, and risk mitigation.
We are looking for an SVP of IA Compliance to be responsible for all aspects of the investment adviser compliance program across Osaic’s independent and hybrid wealth management channels.. The SVP will manage a successful and experienced Compliance team and will report to the Chief Compliance Officer of Osaic.. Series 65/66 license required, FINRA Series 7 and 24 registrations preferred.. Sales Vice President, Highland Capital BrokerageVice President of Quality & TransformationVP, First Line Risk Management - Strategy & OperationsThird-Party Risk Management, Vice PresidentHFN: Vice President, Fabrication ServicesAssociate Vice President, Operations – USPI West MarketDirector, Case Management Special Programs. Regional Sales Director, Anesthesia (West Coast)
Director, Treasury & Funding will support and manage the entire securitization process, from initial deal origination and structuring to execution and ongoing portfolio management.. Assists in leading and managing the entire securitization process, from initial deal origination and structuring to execution and ongoing portfolio management.. Maintain strong relationships with cross-functional teams, banks, rating agencies, lawyers, and other debt capital markets parties.. Twelve (12) years minimum of related Treasury experience, including direct management and issuance of various securitization funding programs.. Chartered Financial Analyst (CFA) professional designation is highly preferred!
Director, Treasury & Funding will support and manage the entire securitization process, from initial deal origination and structuring to execution and ongoing portfolio management.. Assists in leading and managing the entire securitization process, from initial deal origination and structuring to execution and ongoing portfolio management.. Maintain strong relationships with cross-functional teams, banks, rating agencies, lawyers, and other debt capital markets parties.. Twelve (12) years minimum of related Treasury experience, including direct management and issuance of various securitization funding programs.. Chartered Financial Analyst (CFA) professional designation is highly preferred!
BrandSafway is a leading global provider of access, specialized services, and forming and shoring solutions to the industrial, commercial and infrastructure markets.. Through a network of ~340 strategic locations across 26 countries and ~40,000 employees, BrandSafway delivers a full range of industrial service solutions.. BrandSafway supports maintenance and refurbishment projects as well as new construction and expansion plans with unmatched service from expert local labor and management.. Today’s BrandSafway is At Work For You — leveraging innovation and economies of scale to increase safety and productivity, while remaining nimble and responsive.. If anyone, regardless of whether an existing employee, or anyone else, requests payment of any fee in exchange for being hired into our company, you may confidentially contact our HR Compliance department at hrcompliance@brandsafway.com and provide the name of the individual and any other documentation or proof of such an act.
The Director of Finance is a senior leadership role responsible for the strategic financial direction and fiscal integrity of Clin-Path Associates, PLC (CPA) and Clin-Path Diagnostics, LLC (CPD).. Reporting directly to the Clin-Path Associates Board of Directors , the Director of Finance provides enterprise-wide financial leadership, overseeing planning, budgeting, accounting, compliance, and revenue cycle management.. Lead revenue cycle operations in collaboration with Pathology Billing Services (PBS) to optimize reimbursement and reduce denials.. Finance/Accounting Team: Oversight of financial reporting, budgeting, and compliance functions across CPA, CPD, and PBS.. Director of Financial Planning & Analysis Director of Operations Finance/ Controller PEPI: Senior Director, CFO Services - Digital Finance (OPEN TO ALL US LOCATIONS) Phoenix, AZ $175,000.00-$250,000.00 2 weeks ago
The Director of Finance reports to the Executive Director and has regular interaction with the ACC Board, Finance Committee, department heads, major contractors, HOA managers/Board members, and Anthem residents.. Supervise and/or execute the day-to-day functions of accounting including accounts payable, accounts receivable, general ledger, financial statements, banking, reconciliations, internal controls, audit, etc.. MBA or similar graduate degree and advanced certifications in finance and accounting preferred (CPA, CMA, etc. Knowledge, Skills, and Abilities: The Director of Finance must have exceptional knowledge of GAAP, and finance and business management principles and best practices; exceptional analytical and communication skills to analyze and present complex financial matters; advanced Excel skills and strong proficiency in Outlook and Word; and accrual-based fund accounting expertise.. A working knowledge of Caliber, Village Management or similar HOA management software is desirable.
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
Upgrade is a fintech company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers.. We are seeking an experienced a Director of Credit Risk to develop and manage credit risk strategies to support Upgrade’s Indirect Auto Finance portfolio.. Collaborate closely with the Auto Production team to review and enhance Upgrade's underwriting practices (including auto/manual approval strategies, credit policy, procedures, and model use), specifically tailoring approaches for various sub-prime and near-prime risk tiers to achieve results within Upgrade's credit risk tolerance.. Design, implement, and optimize end-to-end credit strategies for sub-prime auto lending, covering origination, underwriting, portfolio management, and collections. Monitor loan performance through hands on analysis with a deep dive into sub-prime vintage and segmentation performance.
Job Title : Vice President, Commercial Banking Wealth Strategist. The Vice President Commercial Banking Wealth Strategist serves as TrustBank’s Arizona’s representative focusing on Phoenix Valley markets.. In addition, the Vice President Commercial Banking Wealth Strategist will be expected to develop relationships with centers of influence in their respective communities.. Traits / Characteristics of a Successful Vice President, Commercial Banking Wealth Strategist. Cash management / treasury management background is required.
The Private Banker III develops new deposit, wealth management and loan relationships for high-net-worth clients through prospecting, community involvement and proactive business development activities.. Experience in consumer and commercial lending preferred including but not limited to: HELOC, Mortgages, Personal Lines of Credit, Auto Loans, etc.. Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS").. If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment.. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program.