Collecting information
Organizing data
This role assists with coordinating and reinforcing the sales and client service efforts of the commercial banking team by managing documentation, due diligence, and operational workflows to ensure adherence to approved terms and regulatory requirements. The Lead Commercial Banking Associate is resp
Develop key diligence artifacts including agendas, data request lists, interview guides, high-level roadmaps, one time and recurring cost analysis models benchmark analysis, synergy analysis, contract analysis, software-related transition service agreement schedules, high-level integration, divestit
A leading financial services provider is seeking a Commercial Relationship Specialist to enhance relationships with commercial clients. This role involves driving the companys Commercial Lending business, collaborating with internal teams for seamless service delivery, and analyzing client accounts.
We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. Deloitte's M&A I&D specialists can ass
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. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solut
With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. BOK Financial Corporation
Supervise, train, and mentor senior associates, associates, and interns on tax projects and assess performance of staff for engagement reviews. Research and consult on various tax matters; utilize tax-related software to prepare and process returns and research tax matters. This is a direct-hire rol
Reporting to the Director, GFCC Policy, Standards and Procedures, the Manager Financial Crimes Compliance Policy, Standards & Procedures is responsible for supporting the governance, development, and lifecycle management of FCC policies, standards, and procedures enterprise-wide. The American Expre
Reporting to the Vice President, Portfolio Management - Commercial Surety, The Senior Underwriter, Surety Portfolio Management, will play a crucial role in assessing and managing the risk of accounts that make up Ascot's surety portfolio. Work closely with a team of colleagues and VP, Portfolio Man
Inquisitive nature and good listening skills Clear thinking / problem solving: successfully work in cross-functional projects/process improvement within the treasury function Ability to create and deliver business presentations and communicate effectively Good communication skills: Strong communi
You'll analyze, review and structure commercial loan documentation, supporting documentation, and due diligence, to ensure that all loan documents are complete and accurate and communicate with lenders, Client Relationship Specialists, Credit Services, and attorneys to remediate identified discrepan
Extensive knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing
Develop and deliver recurring and ad-hoc reporting using enterprise systems such as Oracle EPM Planning and FCC, Oracle Smart View, SAP BI, and ECC. This role is responsible for supporting the financial forecasting and analysis across the global organization and conducting variance analysis. We are
As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2. Liaise with Compliance, Legal, Risk, Technology, Finance, and other Ope
The Senior Analyst should have a thorough knowledge and skills in financial management within healthcare delivery systems and experience in financial accounting and reporting, budgeting and planning, financial modeling, analysis of complex business and financial scenarios, productivity monitoring an
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. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solut
Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, I
Those in mergers and acquisition tax at PwC will focus on providing tax advice and guidance during mergers, acquisitions, and other business transactions. At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. Proficiency in pa
You will participate in joint calling on prospects and clients with the Relationship Managers to gather key information for proper credit analysis and to craft and deliver core and complex business deals for clients. You will interact with credit approval officers, credit risk managers, and credit c