Collecting information
Organizing data
Silicon Valley Bank's Global Fund Banking (GFB) Team provides commercial banking services to venture capital and private equity firms. The Global Fund Banking Portfolio Management Analyst I is responsible for executing risk management controls for the Global Fund Banking lending portfolio. Together,
This role is responsible for analyzing tenant and property financials, reviewing industry and customer performing trends, and collaborating with Portfolio Managers to assess risks and opportunities across the portfolio. Prepare detailed memoranda for Lease and Disposition Committee, presentations, a
The Senior Analyst should have a thorough knowledge and skills in financial management (Healthcare preferred but not required), experience in reporting financial and accounting outcomes, budgeting and planning, financial modeling, analysis of complex business and financial scenarios, productivity mo
Understanding of Equity Products: Home Equity Line of Credit (HELOC) and fixed equity. Ensures individual and credit union adherence to policies and standard of business practices. Reviews and analyzes title documents, appraisal, flood certification, payoff information, insurance, and member informa
Analyze and validate loan documentation for accuracy and completeness; calculate and confirm qualifying income from a variety of sources including self-employed and complex income types in accordance with investor and agency guidelines to minimize risk and potential loss. Verify the accuracy, comple
Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independen
Become the essential financial architect at Saddle Rock Legal Group in Scottsdale, AZ, shaping strategy as our full-time Financial Analyst - FP&A! This role offers a $70,000$90,000 yearly salary, supported by excellent benefits including comprehensive health, dental, and vision insurance, short- and
Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls. Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, plannin
Serves as a liaison between the borrower(s), sales, credit, underwriting, portfolio management, loan servicing, external partners, and 3rd party vendors ensuring the credit union meets closing deadlines and expectations. Prepares the loan funding package and disbursement by drafting lender's instruc
As a Financial Planning and Analysis Senior Analyst you'll take an active role in financial planning, budgeting and strategic analysis. Analyze business performance, key drivers, and financial trends to provide actionable insights to senior leaders, perform ad hoc financial analysis, evaluation inve
As a Senior Manager, Budgeting and Forecasting, you will assist in the development, coordination, and execution of the bank's enterprise-wide budgeting and monthly forecasting processes. Advanced to expert knowledge of financial planning and analysis concepts, financial reporting and disclosure conc
Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls. Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, plannin
Communicate complex financial information clearly and succinctly to both financial and non-financial audiences, highlighting implications and recommended actions. The Vice President, Financial Planning & Analysis (FP&A) will lead the enterprise-wide planning, forecasting, and performance management
Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls. Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, plannin
Assist with the collection and analysis of quantitative and qualitative data from marketing campaigns and competitors, helping develop insights and reports. This internship provides the opportunity to acquire hands-on experience and skills while ensuring exposure to both strategy and execution aspec
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. The firm provides a wide range of advisor affiliation models, investmen
Produce Second Line of Defense Asset Liability Management/Interest Rate Risk dashboards and narratives for the Asset Liability Committee/Financial Risk Management governance, highlighting drivers of risk and emerging issues. Activities are centered on risk management and analysis, transparency and e
Primary responsibilities include conducting ongoing data analysis, strategy development, matrix stage prospect management, individual prospect research and profile development, and supervising prospect research vendor(s) / researcher(s). This AVP of Portfolio Moves and Prospect Research reports to t
Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls. Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, plannin