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Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.. At Merrill, we empower you to bring your whole self to work.
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.
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.
President / Chief Executive Officer - Oregonians Credit Union. Oregonians Credit Union is seeking a dynamic and strategic leader to step into the role of President / CEO, succeeding the current executive, who will retire at the end of 2025.. This position offers a unique opportunity to guide a thriving credit union deeply committed to member satisfaction, financial stability, and community impact.. The President / Chief Executive Officer role at Oregonians Credit Union offers a salary range of $275,000 - $350,000 and a comprehensive benefits package, including medical, dental, and vision insurance, paid time off, and a 401(k).. Finance, Strategy / Planning, and Management
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.
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.
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).
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.
As a Product Advisor III- Treasury Solutions within PNC's Treasury Management organization, you will be based in Pittsburgh, PA. Other locations will also be considered: North Carolina, Arizona, Oregon, Texas, or Seattle.. The ideal candidate for this role within the Treasury Solutions Group will be responsible for solutioning of Embedded Finance opportunities, connectivity, and integrations services in a pre-sales advisory role during the engagement of prospective PNC Treasury Management (TM) Clients.. Candidates with certifications such as the Institute of Finance and Management (IOFM) Order to Cash and Procure to Pay certifications, Certified Treasury Professions (CTP) by the Association of Financial Professionals and technology certifications that represent foundational understanding of unattended connectivity (secure file transmissions, APIs, VANs) are encouraged to apply.. 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.. Competitive Strategies, Competitor Analysis, Go-to-Market Strategies, New Product Development, Process Design, Product Lifecycle Management (PLM), Product Strategies, Sales Enablement, Storyboards, User Research
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)
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
Avenir Group is a global leader in fintech and digital assets, with businesses spanning quantitative trading, Web3 investment, digital asset custody, crypto market making, compliance consulting, and cross-border asset management.. We are building a next-generation integrated trading platform — enabling users to seamlessly trade both digital assets and traditional securities on a single platform, backed by top-tier trading and custody infrastructure, and combining traditional finance expertise with crypto-native innovation.. Ensure alignment with US regulatory frameworks (SEC, CFTC, FinCEN) while fostering product innovation. Lead, mentor, and scale cross-regional product teams; coordinate with trading, operations, compliance, and marketing. 8+ years in product management, with at least 3 years in a senior product role at a leading crypto exchange, brokerage, or high-performance fintech platform
My client, a leader in the financial services/banking industry , is hiring a detail-oriented project coordinator/researcher professional to join a special project supporting their risk and audit team with data entry and research.. 📅 Duration: September 2025 – December 2025 (no extension or hire potential, just would work on this one project). 📍 Location: Hybrid out of Richmond, VA preferred, or fully remote in EST hours for the right fit. Conducting research on vendors to obtain classification and export compliance details.. The ideal candidate is organized, detail-oriented, and confident in both research and outreach , with the ability to manage multiple tasks while meeting tight deadlines.
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