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
This role will assist the RM/BDO in initial underwriting for new pre-screen memos, coordinate loan renewals, recommend structure, create new Salesforce Opportunities, coordinate closings in addition to identifying cross-selling and referring opportunities to other Bank solution partners.. Support the Bank’s RM/BDOs in cross-selling deposit, treasury management, private banking, card services, wealth and other bank services as an additional point of contact.. Oversee loan documentation process to ensure the team’sloan documents are consistent with credit approvals and are accurately prepared, including appropriate signatures, disclosures and credit authority.. Along with the Relationship Manager/BDO, reinforce the application of a proactive outreach and marketing strategy with centers of influence and other industry leaders.. Enterprise offers a range of business and personal banking services, and wealth management services including financial planning, estate planning, investment management and trust services to businesses, individuals, institutions, retirement plans, and non-profit organizations.
As part of a tight-knit finance team, you'll manage day-to-day full cycle AP processing and help ensure payments and vendor communications are handled smoothly and efficiently.. Experience with Oracle or another large ERP system is a must, as you'll be diving right into their workflow quickly.. Solid Excel skills - experience with pivot tables or VLOOKUPs is a plus. Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan.. Los Angeles County Fair Chance Ordinance for Employers
The Chief Financial Officer (CFO) is a strategic leader responsible for overseeing the financial health and sustainability of the Center.. The CFO will provide financial oversight, manage budgeting and forecasting, ensure compliance with financial regulations, and support strategic decision-making in collaboration with the CEO, Executive Director and Board of Directors.. Manage cash flow, and financial risk to ensure long-term stability.. Bachelor's degree in Finance, Accounting, Business Administration, or a related field (CPA or MBA preferred).. Strong knowledge of nonprofit accounting principles, including GAAP and fund accounting.
When fires break out, everybody grabs a bucket, from the dogs (yes, we are a dog friendly office!). Serve as a strategic advisor to the President & CEO and Board of Directors on financial matters.. Oversee financial aspects of grant management, including budgeting, reporting, and compliance with funder requirements.. Strong knowledge of nonprofit accounting standards, fund accounting, and grant compliance.. Proficiency in financial software (e.g., QuickBooks, Sage Intacct, or similar).
Prepare monthly, quarterly, and year-end reconciliation of Accounts Receivable, and Cost of Goods Sold if applicable. Manage and monitor Accounts Receivable, Revenue, Prior Authorization, Records Departments. Participate and conduct operational meetings with company staff and Pharmacy Director. OnePoint Patient Care is the nation’s leading independent provider of community-based hospice pharmacy and pharmacy benefits management (PBM) services – offering hospices nationwide flexible and adaptable solutions for their hospice pharmacy needs.. Through its Concierge PBM, Next Day Valet mail order and Direct Express local services, OnePoint serves more than 350 hospice programs and is available in 50 states.
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
Such analytics will include aspects of Asset Liability Management (ALM), capital modeling, stress testing and deterministic scenario analysis. Implement, analyze and interpret models used to understand key risks at the Bank. This includes the measurement and monitoring of interest rate risk, credit risk and operational risk and how they impact various uses, such as interest rate risk management, capital planning, stress testing, and deterministic scenario analysis. 3 years in a position with experience directly related to treasury functions, such as capital, liquidity, stress testing, and/or asset liability management. Solid understanding of primary Treasury functions, particularly Interest Rate Risk (IRR) or Asset Liability Management (ALM), stress testing, capital management, or liquidity within the banking industry. Experience developing a model risk management framework.
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.
A law firm in Phoenix, AZ, is seeking a talented Real Estate Finance Associate Attorney.. This role requires expertise in managing complex commercial real estate finance transactions, including mezzanine loans and preferred equity, as well as experience in running transactions from inception through closing and post-closing, including secondary market repurchase facility work and other exit strategies.. Lead and manage real estate finance transactions from inception through closing and post-closing stages.. Provide legal support and advice in asset management and workout scenarios.. Juris Doctor (JD) degree from an accredited law school.
As a tutor on the Varsity Tutors Platform, you’ll have the flexibility to set your own schedule, earn competitive rates, and make a real impact on students’ learning journeys—all from the comfort of your home. Get paid up to twice per week, ensuring fast and reliable compensation for the tutoring sessions you conduct and invoice. We handle the logistics—you just invoice for your tutoring sessions, and we take care of payments. Priority given to those with tutoring experience, teaching experience, and graduate-level education. Instant Tutoring - Accept on-demand tutoring requests whenever you’re available.
As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Salesforce Developer to join our award-winning team!. Day-to-Day as a Salesforce Developer.. 3+ years proven experience in a Salesforce Developer role, ideally within wealth management.. Must have finance industry experience (RIA, banking, insurance, wirehouse, fund management).. Experience with Salesforce integrations using REST/SOAP APIs and middleware tools
As a Managing Director, you'll hold a top-level leadership position responsible for executing the division's strategic plan and guiding your team to meet the Bank's growth and customer retention targets.. Your responsibilities include negotiating, underwriting, and closing complex corporate banking loans in compliance with bank policies, as well as developing business checking and deposit relationships.. You will also support the Head of Institutional Commercial Real Estate.. Representing the bank in community and civic functions to enhance its market position.. We offer competitive salaries, ownership stake, insurance, time off, 401k matching, tuition assistance, volunteer and wellness programs, and opportunities for career growth.
As a Global Security Investigator within the Global Security team, you will be responsible for conducting complex and sensitive employee investigations involving fraud and Code of Conduct violations.. Conducts analyzes and identifies fraudulent transactions to mitigate reputation and financial risk.. investigative teams outside of North America as neededRequired qualifications, capabilities and skillsExperience in financial fraud investigations, related Law Enforcement or Retail Banking operations.. Industry recognized certifications such as CFE, PCI, 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.
Chief Financial Officer (CFO). Special tuition offers through Capella University. Routinely review revenue cycle metrics to identify and address issues affecting overall performance to include: timely collection of accounts receivable, limiting uncompensated care and achieving goals for cash collections and AR days to reduce bad debt and denials.. Actively involved in Front End Revenue Cycle processes to include: completed insurance verification on 100% of patients, working with the financial counselors to ensure proper determination of patient portions and, approval of any discounts or charity for logging of upfront collections.. Certified Public Accountant (CPA) preferred.
The Chief Financial Officer (CFO) is a strategic leader responsible for overseeing the financial health and sustainability of the Center.. The CFO will provide financial oversight, manage budgeting and forecasting, ensure compliance with financial regulations, and support strategic decision-making in collaboration with the CEO, Executive Director, and Board of Directors.. Manage cash flow and financial risk to ensure long-term stability.. Bachelor’s degree in Finance, Accounting, Business Administration, or a related field (CPA or MBA preferred).. Strong knowledge of nonprofit accounting principles, including GAAP and fund accounting.
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.