Collecting information
Organizing data
Or your idea of a perfect day at the office is a deep dive into equity research.. A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.. 7-10 years of relevant work experience, with a preference for core strategy and/or analytical work at leading Strategy Consulting Firms or Financial Services Organizations.. The role requires deep expertise in Wealth Management with prior experience in HNW, digital wealth management and/or practice management.. Additional exposure to the financial services ecosystem is highly beneficial (e.g., experience in Asset Management)
This position is part of the health plan finance team and supports the financial management of the MA health plan.. The individual in this role will assist with the monthly close process, forecasting and budgeting, regulatory reporting, developing financial models, and responding to any ad hoc reporting requests for leadership and regulatory agencies.. Financial analysis including budgeting, forecasting, close reporting, and month-end variance analysis. Complete accurate and timely financial reporting and identify, investigate, and resolve discrepancies. Coordinate with auditors in their requests for financial and compliance information including regulatory, external, and internal audit review (including Sarbanes-Oxley Act requirements).
The Senior Research Associate's primary responsibility is to utilize centralized research resources/databases to provide research in support of the firm’s Investment Banking division and other departments.. The position will cover Special Situations and Macroeconomic Research and will potentially be aligned with other sectors.. Perform macroeconomic research to support the creation of pitch books and company/industry reports.. Experience working with financial services and related organizations including brokerage firms, consulting agencies, third-party research outfits, investment banks, market research companies, private equity firms, corporate finance firms, etc.. IHS | Euromonitor | IBISWorld | Statista | Fitch Solutions | Industry Associations | Consulting Agencies | Google Scholar | Other Secondary Market Research Agencies
The Keller Group is hiring a Senior Financial Reporting Accountant for our growing client based in Scottsdale.. This position plays a key role in supporting the company’s accounting and financial reporting processes by providing support to the Finance Operations team.. Support the preparation of SEC reporting and coordinate with external auditors.. Maintain and enhance internal controls over financial reporting.. Public accounting experience and CPA highly preferred.
We are seeking a hands-on Controller to join our U.S. headquarters and serve as a strategic financial partner to the VP of Finance & Accounting.. This individual will lead our accounting function, support corporate financial reporting across multiple entities, and play a key role in driving financial strategy, process improvement, and internal controls.. Strong financial reporting, cost accounting, and consolidation (multi-entity) experience. Advanced Excel and MS Office skills; SAP R/3 experience preferred. Background in manufacturing, construction, or cost-accounting-intensive industries
Verra Mobility is looking for a highly driven Tax Director to oversee the corporate tax function.. The Tax Director will be responsible for the Company’s income and sales tax compliance, tax planning and financial accounting for income taxes.. · Assisting Treasury and Financial Planning & Analysis in the forecasting of cash tax payments. · Certified Public Accountant (CPA) license and/or Masters’ Degree in Taxation is preferred.. · Expert-level understanding of tax technical concepts and broad experience in tax accounting, tax compliance, US GAAP and SEC reporting and Sarbanes Oxley requirements.
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.
Ledgent Finance & Accounting's client is actively seeking an experienced Accounting Manager to join their expanding team in Scottsdale, Arizona.. Managing the entire general ledger accounting function to ensure accurate financial reporting.. CPA or MBA preferred.. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
The owner has a portfolio of businesses primarily based in the retirement and wealth management industries.. There are three portfolio companies worth highlighting at varying stages in their lifecycle that this role will focus attention on: a wealth management technology platform that is in the process of scaling, an RIA actively embarking in opportunistic AUM acquisitions, and an annuity and life insurance distribution organization that is in the process of considering strategic opportunities over the coming months.. This analyst will work with the CFO to gather info from QuickBooks and Excel and turn it into reports and models.. Investment banking, insurance, or wealth management industry experience is preferred.. Knowledge of Salesforce CRM, Tableau, SQL, Power BI, and/or FP&A platforms a plus
TEC Group is seeking an Internal Auditor to assist in building the Internal Audit function for our client in the Tempe area.. If you want to make an impact on the company’s audit function as they establish new internal controls, this opportunity enables you to work directly with the Internal Audit Manager to handle these critical functions.. Utilize skills to create, develop, and generate comprehensive reports using data analytics tools such as Alteryx and PowerBI.. Certifications: CPA, CIA, CISA, or other relevant certification is a plus. Knowledge of accounting processes such as Procure to Pay, Inventory, Payroll, etc.
Walton is currently looking for a full-time Builder Land Finance Coordinator that will work out of our global headquarters in Scottsdale, AZ. The Builder Land Finance Coordinator will be an integral part of the Portfolio Management and Real Estate teams at Walton, working with 3rd party homebuilders to help to perform the underwriting of present and future land financing transactions to help inform executive decision making.. Implement a hands-on approach to home builder finance asset monitoring, overseeing active development projects with top public homebuilders across the US.. Manage builder division and regional relationships working with their assigned representative for underwriting and land acquisition.. Bachelor’s degree in a field related to real estate development is preferred (i.e., construction, finance, economics, architecture, engineering).. Proficient in Microsoft Word, PowerPoint, and Excel with knowledge in Project and D365.
Manage the day-to-day activities of the Oxford Life treasury department including treasury operations, cash management, and accounts payable.. Oversee cash management initiatives, bank relationships, and day-to-day treasury operations.. Ensure accurate and timely reporting of cash receipts and disbursements, including DTCC transactional activity.. Free online courses for personal and professional development at U-Haul University. U-Haul federal credit union
We are looking for a Controller to join our U.S. Headquarters, located in north Phoenix.. Coordinate the preparation of regulatory reporting. Develop and document business processes and accounting policies to maintain and strengthen internal controls. Strong computer skills including SAP S/4 HANA and MS Office (Excel). We maintain a drug-free workplace and perform pre-employment substance abuse testing.
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
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.
The role will be required to align with the company’s Enterprise Risk Management leadership around the structure of the 3LOD (three lines of defense) Program to ensure the consistency in the implementation and operationalization across the enterprise.. Essential FunctionsBuild and manage the business line’s centralized LOD1 function, including strategic vision and implementation plans, acting as business-line liaison to Enterprise Risk Management, Operational Risk Management, and Compliance in support of the company’s 3LOD program.. Partner with Enterprise Risk Management in the execution of Risk and Control Self Assessments.. For CDO focus area:Knowledge and experience with model risk management and first line support for Chief Data Office.. ·12 weeks of Paid Parental Leave ·Maven Family Planning – provides support through your Parenting journey including egg freezing, fertility, adoption, surrogacy, pregnancy, postpartum, early pediatrics, and returning to work.
The Associate General Counsel, serving as in-house counsel for the Credit Union and each of its subsidiaries, is responsible for analyzing, researching, and preparing legal documents to provide accurate and effective legal advice to the business.. The Associate General Counsel works closely with the General Counsel and Senior Leadership to provide enterprise legal support in areas including, but not limited to: credit union operations; banking, payments, and consumer protection regulation; complex commercial agreements and transactions; commercial real estate leases, sales, and acquisitions; investment and partnership agreements; litigation; and employment issues.. Juris Doctorate (JD) degree from an ABA accredited law school.. Working knowledge of the business requirements and risks associated with marketing, lending, retail banking, commercial banking, consumer banking, information technology, information management, privacy, non-profit foundations, corporate formation, corporate acquisition, credit reporting, loss mitigation, facilities operations, finance, insurance, property ownership, real estate transactions, and vendor management required.. Admitted to practice in the Supreme Court of the State of Arizona, and all other Arizona State Courts required.
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.. As an important member of Personal Financial Management, the Relationship Manager is directly responsible for the management and monitoring of client relationships under the direction of the Managing Director (MD), Wealth Manager (WM) or Wealth Advisor (WA).. Under the direct oversight of the Managing Director or Wealth Adviser, actively engage in Client Case Prep meetings, providing recommendations and feedback relative to the client's financial plan as appropriate.. The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs).. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
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.
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.