Collecting information
Organizing data
Develops credit related procedures and follows established procedures and processes within Beneficial State Bank to ensure the banks overall compliance.. Works closely with Credit Administration to ensure all assigned loan requests are processed in a timely manner; and keeps the loan applicant (client or prospect) duly informed throughout the loan application process.. Ensures compliance with all state and federal regulations and internal company policies, including but not limited to BSA / Anti-Money Laundering, Fair Lending, Privacy, and Anti-Discrimination, to the extent each applies to current job responsibilities.. 8+ years credit analyst, underwriting, and portfolio management for C&I loans.. 5+ years in a commercial lending group as an Underwriter and/or Portfolio Manager.
This role offers an opportunity to lead asset management work, working directly with our assets, joint venture partners, and LPs, and will be involved in all aspects of portfolio management, fund administration, and, ultimately, strategic exit processes.. This position is high-visibility both within and without our organization, and will provide executive-level interactions across a diverse portfolio spanning, among others, a private REIT with leased $100 million greenhouses, executive-level board positions with an AU$1B produce company in Australia, a joint venture in Mexico, and an operating biogas partnership in the U.S. Midwest.. Working with senior management, support the development and execution of a systematic exit plan for portfolio investments over the next 2 to 5 years, which may include:Meeting with REIT and other real asset buyers and strategic partners Sourcing and interviewing investment banks and financial advisors Preparing CIMs and data rooms for portfolio investments Leading due diligence processes. Participate and lead valuation and other internal fund administration processes.. Minimum of six years of experience in investment or portfolio management experience demonstrating; candidates with investment banking, real estate, private equity, or agribusiness.
Who we are: Beneficial State is one of only a handful of B-Corp banks in the nation and one of the highest-rated B-Corps on the planet.. Ensures compliance with all state and federal regulations and internal company policies, including but not limited to BSA/Anti-Money Laundering, Fair Lending, Privacy, and Anti-Discrimination, to the extent each applies to current job responsibilities.. 8+ years credit analyst, underwriting, and portfolio management for C&I loans.. 5+ years in a commercial lending group as an Underwriter and/or Portfolio Manager.. We focus on the holistic health of our team members and promote work-life balance.
CDM Smith (a privately held, employee-owned firm) is seeking a strategic, hands-on, and results-driven Chief Financial Officer (CFO) to lead our global financial operations.. Manages and minimizes the companys financial risk exposure by developing and maintaining systems of internal controls, and ensuring that the finance, accounting and internal audit and risk management functions are operating effectively.. Leads enterprise risk management and internal audit functions working with executive management and the Board of Directors.. Chief Financial Officer (CFO), Executive Vice President. Deep knowledge of corporate governance frameworks, enterprise risk management, compliance, and internal controls.
We seek a dynamic and skilled financial leader to be our next Chief Financial Officer out of our Portland office; this job is hybrid!. This is an excellent opportunity for a finance and accounting leader to make a step up in their career and help the four-member tribes salmon restoration efforts.. This is a leadership role that requires someone who carries high-level finance responsibilities yet also relishes the opportunity to dive into the details to support their staff and ensure that financial systems are running smoothly.. Along with the senior legal counsel, serve as a close partner and advisor to the Executive Director.. Members of historically marginalized groups including women, people of color, those with disabilities, members of the LGBTQ+ community, those who have served in the military, and members of other underrepresented communities are invited to apply.
In 1999, NASA lost contact with its Mars Climate Orbiter after its 9-month journey from Earth.. To deliver on this need, we are hiring a Senior Data Scientist to partner directly with our Internal Audit team to assess Mercurys internal controls and data systems.. Deep dive into data lineage to trace and verify the flow of information from source to report.. Experience building scalable data pipelines and ETL processes with DBT or similar.. Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry.
Oversee daily, monthly, and annual financial operations, including accounts payable, accounts receivable, payroll, and general ledger activities - as well as - vendor tax (1099) documents.. Maintain compliance with local, state, and federal financial regulations and non-profit accounting standards.. Monitor compliance with financial policies, laws, and regulations governing non-profit organizations and educational institutions.. Strong expertise in strategic financial planning, budgeting, grant management, compliance, and non-profit accounting standards.. Commitment to the mission and values of alternative education and non-profit work.
The vice president will be responsible for a broad spectrum of financial and accounting matters affecting our Private Equity clients.. Vice presidents should have a strong background in accounting for alternative investment funds, with a focus on private equity, proven client management skills, and the ability to manage and lead a team in monitoring client deliverables and meeting deadlines.. Demonstrate strong knowledge of accounting, specifically with respect to alternative investment funds, with a focus on private equity funds. Review work paper files for accuracy and completeness, including capital activity, investment activity, income and expense accruals, valuation adjustments, etc.. Little background information on me: I began my career at KPMG back in 2010 as an external auditor and then I transitioned into recruiting in 2013.
Retail Banking Sales & Service. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.. Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.. Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
Ann Sacks' Sr. Finance Manager brings clarity and strategic insight to every financial decision.. Maintain a perpetual inventory process for fixed assets.. We empower each associate to #BecomeMoreAtKohler with a competitive total rewards package to support your health and wellbeing, access to career growth and development opportunities, a diverse and inclusive workplace, and a strong culture of innovation.. With more than 30,000 bold leaders across the globe, we're driving meaningful change in our mission to help people live gracious, healthy, and sustainable lives.. By applying, you consent to your information being transmitted by Nexxt to the Employer, as data controller, through the Employer's data processor SonicJobs.
Responsibilities include directing compliance reporting efforts, compliance investigation, and activities associated with continued regulatory compliance across multiple business functions.. Directs compliance investigations across multiple business functions by overseeing the collection and analysis of quantitative and qualitative data; conducting interviews on escalated issues as appropriate; reviewing and evaluating research on key business issues; and evaluating and recommending corrective action plans for substantiated allegations.. Directs activities associated with continued regulatory compliance for multiple business functions by monitoring, interpreting, and designing strategy around regulatory changes; determining the impact of changes to the business; providing direction on implementation of changes throughout the business; and providing regulatory input before and during inspections to minimize the risks of future non-compliance.. Bachelors degree in Health Care Administration, Clinical, Law, Public Health, Business or related field and Minimum twelve (12) years experience in health care compliance, health care operations (quality, risk, etc.. audit, finance, regulatory or public policy development, investigations, information security, or insurance/health plan governance or a directly related field.
We are a rapidly growing company in the high-tech manufacturing sector, committed to providing innovative solutions and excellent service to our clients.. With a strong reputation for excellence and a collaborative, forward-thinking culture, we are seeking a detail-oriented and highly motivated Staff Accountant to join our dynamic finance team.. Accounts Payable & Receivable: Support the management of accounts payable and receivable, ensuring timely processing of invoices, payments, and collections.. Proficiency in Microsoft Excel (advanced skills, including VLOOKUP, pivot tables, and formulas).. Experience with accounting software (e.g., QuickBooks, NetSuite, or similar).
Strategy & Innovation Associate Consultant would have a Bachelor’s degree in Economics, Business, Math, Statistics or related field. 3 years of experience in management consulting or healthcare strategy at the analyst level. Minimum of 5 years of professional experience in business strategy development, management consulting, healthcare strategy, or equivalent combination of education and experience. Experience in strategy consulting, investment banking, private equity, or corporate strategy.. Experience with data analysis tools (SQL, Python, R, or Tableau preferred - PowerBI)
As a Senior Manager, Corporate Development, you will play a key role in shaping the strategic growth of the firm through M&A and investments.. Financial modeling, valuation, synergy assessments, and deal structuring. Coordinate due diligence across service lines (e.g., legal, finance, HR, IT, risk) and manage external advisors. 7 years of experience in corporate development, investment banking, or private equity. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws.
We are a leading construction company based in Portland, Oregon, backed by a premier private equity firm.. We are seeking a dynamic and experienced Chief Financial Officer (CFO) to join our executive team.. Risk & Compliance : Ensure strong internal controls, regulatory compliance, and risk management. 10+ years of progressive financial leadership experience, including CFO, FP&A or VP Finance roles. Industry experience in construction, engineering, or industrial services is strongly preferred
The Director of Strategy & Corporate Development role is ideal for a highly skilled professional with a background in investment banking, private equity, management consulting, and/or corporate development. Investment Banking: Experience in corporate finance, including valuation and advisory. Private Equity: Experience evaluating and structuring business opportunities, conducting due diligence, and managing portfolio companies. This position is required to be in office 4 days per week (Mon-Thurs); Fridays are optional remote work days. Supporting development of long-term corporate strategy by providing market, competitive, and financial insights
Responsibilities include directing compliance reporting efforts, compliance investigation, and activities associated with continued regulatory compliance across multiple business functions. Directs compliance investigations across multiple business functions by overseeing the collection and analysis of quantitative and qualitative data; conducting interviews on escalated issues as appropriate; reviewing and evaluating research on key business issues; and evaluating and recommending corrective action plans for substantiated allegations. Directs activities associated with continued regulatory compliance for multiple business functions by monitoring, interpreting, and designing strategy around regulatory changes; determining the impact of changes to the business; providing direction on implementation of changes throughout the business; and providing regulatory input before and during inspections to minimize the risks of future non-compliance. Bachelors degree in Health Care Administration, Clinical, Law, Public Health, Business or related field and Minimum twelve (12) years experience in health care compliance, health care operations (quality, risk, etc. audit, finance, regulatory or public policy development, investigations, information security, or insurance/health plan governance or a directly related field.
We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy-out, Venture Capital, Real Estate and Fund-of- Funds.. For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services.. Standish Management is looking for associates to join our fund administration team.. With guidance from the team members, the Associate oversees the administrative support and the investor relations related to client funds.. Serve as an essential part of the fund administration team
Responsibilities include daily coordination of Commercial Banking Operations activities, managing system updates, generating reports, and conducting audits.. The position also serves as a central operational liaison with Finance, IT/Operations, Credit Administration, Retail, Client Experience, and HR teams.. May facilitate the Incentive Compensation Plans tracking and reporting system for the Commercial Division; assist the development team with any necessary programming changes, including testing.. May act as key liaison in addressing employee questions regarding the Incentive Compensation Plan reporting system, and any issues that may arise.. Prior knowledge of commercial lending and deposit procedures, documentation and processing requirements preferred.
As a Commercial Relationship Manager II provide a selection of services (primarily commercial credits and treasury management services) to business clients through active business development and relationship management.. Perform ongoing credit risk management through daily monitoring of the loan portfolio; ensure proper risk rating of portfolio at all times.. Knowledge of treasury management products.. Knowledge of federal and state laws and regulations relating to commercial lending and appraisal guidelines.. Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life