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Blue Heron Asset Management, LLC is a private equity real estate investment management and development firm based in Raleigh, North Carolina.. The firm seeks to achieve superior risk-adjusted returns within well-balanced and actively managed investment funds with a primary focus on the acquisition and development of multifamily and mixed-use properties in high-growth southeastern U.S. markets.. This person will participate in all aspects of real estate development including deal sourcing, underwriting, project finance, and project management.. Proactively identify and source new potential real estate development opportunities through market research, networking, and relationship building.. Experience in real estate or the financial services industry, particularly in private equity, venture capital, or asset management, is preferred
Oval Park Capital is an early-stage venture capital firm on a mission to back breakthrough physical and industrial technology startups solving some of the world’s most critical challenges.. Attend board meetings as a Board Member or Observer, contributing to key decisions. Explore emerging verticals like advanced manufacturing, AI/ML, climate tech, and robotics. 1–2 years in investment banking, consulting, corporate development, or startup operations/founding. 1–2 years in venture capital, growth equity, or private equity (early-stage familiarity preferred)
We are partnered with a PE-backed renewable energy developer specializing in utility-scale solar PV and BESS projects. To date, the company has developed and brought into commercial operation over 80 solar projects, totaling an aggregate generating capacity of approximately 1.2 GW. The developer, poised for significant growth following recent funding, is seeking to hire a dynamic and versatile Finance Manager. The Finance Manager, who will report to the VP of Project Finance, will play a crucial role in supporting the company's financial operations, with a focus on project finance, M&A, and revenue contract origination. Support the structuring and raising of debt and tax equity for large-scale solar and storage projects, including overseeing specific due diligence workstreams. Proven track record in a utility-scale development firm and/or financial institution (Investment Banking, Project Finance Banking, Private Equity/Credit), or a similar role.
- Monitors data integrity of AMS data fields in the course of performing desk audits and on-site inspections, focusing on accuracy and completeness.. Reviews Annual Owner Certifications (AOCs), and other data and documentation uploaded into the Asset Management System (AMS) related to property specific household eligibility, household incomes, rents charged to tenants, and utility allowances to determine if regulatory requirements are being followed.. Section 8 Certification (COS, CPO, etc.. LIHTC Compliance 101. DHHS Targeting and Key/V&R OR Supportive Housing Compliance
Job Description: Prepare and/or review tax returns for corporations and partnerships, including federal, state and local tax returns, tax planning, estimated payments and extensions · Participate in client engagements by providing corporate and partnership tax services · Devise, plan and execute tax strategies and research potential tax issues · Prepare property tax returns and state tax returns · Field and answer client questions regarding tax returns, financial statements, etc.. Desired Skills and Experience Prepare and/or review tax returns for corporations and partnerships, including federal, state and local tax returns, tax planning, estimated payments and extensions · Participate in client engagements by providing corporate and partnership tax services · Devise, plan and execute tax strategies and research potential tax issues · Prepare property tax returns and state tax returns · Field and answer client questions regarding tax returns, financial statements, etc.. Seek and provide solutions for client's problem areas · Assist Accounting and Tax Managers with all duties · Proactively review assigned clients' cash flow to optimize return on capital, financial reports and financial analysis and provide professional commentary on client's cash sufficiency and internal controls.. 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.
Are you an experienced accounting leader ready to make an impact in a fast-growing, private equity-backed company?. We are seeking a Director of Accounting to oversee and enhance our accounting operations, financial reporting, and compliance while driving efficiency and process improvements. Financial Controls & Compliance – Partner with the VP of Finance to maintain internal controls, policies, and procedures, and support cash flow forecasting. 10+ years of experience in accounting or controller roles, with a strong background in financial reporting and operations. Experience in a Private Equity-backed environment is highly valued.
This role focuses on building awareness, generating leads, enabling the sales team, and supporting strategic growth in high-value sectors including banking, asset management, insurance, fintech, and compliance. This is a content-forward, revenue-aligned role that includes campaign execution, sales enablement ownership, and internal collaboration with stakeholders to identify and activate industry-specific use cases. Build compelling sales enablement tools including pitch decks, solution briefs, objection handling guides, and customer-facing ebrochures. 2–5 years of product or content marketing experience, ideally in financial services, fintech, or regtech. Experience producing and managing sales enablement assets tailored to compliance-driven or B2B audiences.
A minimum of two years of commercial estate experience is required, ideally in investment management, investment banking, or capital markets brokerage. This is the ideal opportunity for someone that wants holistic exposure to Beacon’s investment, development, leasing, and asset management teams in our fastest growing market. Professionally represent Beacon by fielding prospect and broker inquiries, conducting property tours, refining lease proposals, negotiating lease documents, maintaining / updating our quarterly market data, and working with our in-house property management and project management teams. A minimum of two years of commercial real estate experience, ideally in investment management, investment banking, or capital markets brokerage. Strong proficiency in asset valuation analysis and financial modeling within Excel and Argus Enterprise.
The Financial Crimes Investigator supports and / or performs the day-to-day execution of regulatory processes, particularly those designed to identify and mitigate Money Laundering / Terrorist Financing (“ML / TF”) risk such as Transaction Monitoring (“TM”), investigations, Suspicious Activity Reporting (“SAR”), and Official of Foreign Assets Control (“OFAC”) requirements.. Additionally, the Financial Crimes Investigator will support the ongoing Financial Crimes Compliance program through the execution of other regular processes related to regulatory or policy requirements, as required, which may include periodic oversight testing, maintenance of Anti-Money Laundering Counter Terrorist Financing (“AML / CTF”)-related processes, or other duties.. Assist the Director, Financial Crimes Compliance (BSA Officer); Senior Manager, Financial Crimes Program Governance (Deputy BSA Officer); and Senior Manager, Financial Crimes Investigations with the ongoing maintenance of the Financial Crimes Compliance Program for RBC Bank and RBC U.S. Wealth Management (“WM”) Credit Branch.. Knowledge of risk management and anti-money laundering related requirements domestically including Bank Secrecy Act (“BSA”), USA PATRIOT Act, OFAC and other U.S. regulations, such as Foreign Corrupt Practices Act (“FCPA”). Anti-Money Laundering (AML), Communication, Data Gathering Analysis, Detail-Oriented, Financial Regulation, Fraud Risk Management, Group Problem Solving, Internal Controls, Operational Integrity, Process Management
Accounting and Payroll Assistant. Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements.. Perform general ledger reconciliations and journal entries.. Collaborate with cross-functional teams to ensure accurate and timely financial reporting.. Proven experience in financial reporting, analysis, and reconciliations.
Rocket Travel by Agoda (RTA) is the strategic partnerships arm of Agoda, part of Booking Holdings (NASDAQ: BKNG).. As a Senior Manager Finance business partner, you will partner closely with business leaders from across the company around the globe.. Technical Proficiency Advanced proficiency in Excel, financial modeling, and data visualization tools (e.g., Tableau, Power BI).. Professional finance qualifications (e.g., CFA, ACA, CIMA) or an MBA.. Experience in the digital, e-commerce, or online travel industry.
Preparing ad-hoc analyses and information for CAO/CFO, SEC Reporting, Corporate Finance, Investor Relations, and Corporate DevelopmentPreparing financial decks for CAO/CFO to key stakeholders including C-suite Executives and Board of Directors.. Performing deep dive analysis requiring financial modeling to develop recommendations and impact the decision making of senior leadershipConducting analysis of (but not limited to) geography, FX, Operating Companies, price performance, customer profitability, risk and opportunity tracking and moreConducting SG&A spend analysis, working closely with functional teams. Overseeing the Corporate financial planning and reporting tool (OneStream) and leading system changes/enhancements. Experience with ERP systems and reporting software such as OneStream.. The ability to balance a partnering approach with a firm stance on ethics, compliance, GAAP, etc.
Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities.. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools.. Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned.. ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024.. City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit cnb.com. EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATIONCity National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged.
This Business Support Specialist II (Credit Analysis) supports the Bank’s commercial and business lending activities by providing Moody’s financial spread reports for commercial and business customers and prospects.. Qualifications Basic Qualifications: Bachelor's Degree in business administration, finance, accounting, or economics.. Basic Qualifications: Bachelor's Degree in business administration, finance, accounting, or economics.. Understanding of Business and Commercial lending.. Preferred Qualifications: Moody's experience First Citizens benefits programs are designed to meet our associates where they are in life.
You will be joining Fill & Finish Expansions (FFEx), which is responsible for all major expansion activities within aseptic production, solid dosage forms, finished products, fill & finish warehousing, and QC across all production areas in Product Supply.. Support Business Support in activities designed to streamline, automate, or otherwise improve processes. Finance/Procurement liaison for (GIA) Group Internal Audit. Certified Public Accountant (CPA)/Certified Internal Auditor (CIA) or advanced degree such as master's from an accredited university in lieu of CPA certification required. Minimum ten (10) years of public accounting/auditing experience or minimum fifteen (15) years of corporate finance/accounting/procurement experience in private industry required
Must Have Technical/Functional Skills •Hyperion Functional Consultant Duties & Responsibilities: •Oracle Hyperion Financial Management module and solution expert.. Ability to management HFM data for financial Data quality management •Integration of HFM with planning tools and solutions •Experience working with Financial Data Management Experience Required Functional Lead working closely with Finance business users to support them in Finance consolidation and reporting function.. Has ability to configure and support HFM solution.. Roles & Responsibilities Functional Lead Functional SME Business reporting Supporting the Finance User community to setup HFM, operational requirements in Financial Data management.. Support Reporting requirements from HFM. Generic Managerial Skills Communication.
We are looking for a Consulting Actuary to join the mergers and acquisitions (“M&A”) practice.. The new M&A Consulting Actuary is expected to contribute to a broad range of due diligence and analytical efforts, including support across reinsurance and acquisition processes, both in the US and globally.. The new M&A Consulting Actuary will join our talented consultants in the US and play a key role in the management, execution, and delivery of projects for Oliver Wyman’s clients, which include top tier insurance and reinsurance companies, alternative asset managers, private equity firms, investment banks, law firms, and regulators.. Develop financial models for mergers, acquisitions, internal and external reinsurance, and other capital markets transactions with minimal oversight. Exposure to various accounting regimes (e.g. US NAIC, Bermuda EBS, US GAAP, IFRS, Solvency II)
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date. MBA, JD, CFA, or CFP preferred. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.. 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.. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
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.. Serve as an essential part of the fund administration team. Monthly reconciliation of bank accounts and quarterly reporting to the Limited Partners
The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs.. Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.. Assist banking center management with "on the job training" of new associates.. 2 - 5 years of experience as a Universal Banker or Teller. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.