Collecting information
Organizing data
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
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.
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.
- 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
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.
A fully remote, high-impact advisory firm is seeking a Manager to join their team.. Manage and mentor internal finance team members while serving as the primary client liaison, fostering strong, strategic partnerships. Partner directly with startup founders and CFOs to provide financial insights, build scalable infrastructure, and support strategic decision-making. Partner with Growth advisory and transaction advisory teams to work on unique projects involving financial analysis and navigating through distinctive business changes.. Exposure to QuickBooks, NetSuite, or Salesforce is a plus
Degree in Accounting/CP NOT NECESSARY if they have retail electricity experience. Flexible work model (NYC office with fully remote candidates welcome). We are seeking a full-time Accounting Manager to join our clients Finance team and play a crucial part in developing and managing core workflows and accounting systems at the company.. Monitor and review financial and bank statements by establishing internal controls to ensure financial transactions are recorded accurately and timely. Analyze, review, and report our realized retail electricity margin by geography and customer segment
Our direct client is looking to hire a Senior Staff Accountant for a full-time / perm position wihtin.. This is a fully remote role but preference for someone located in the Eastern Time Zone, specifically in Central Florida.. The Senior Accountant is responsible for overseeing key accounting functions, ensuring compliance with financial regulations, and assisting with high-level financial analysis.. The Senior Accountant should possess strong technical accounting skills, leadership capabilities, and a proactive approach to problem-solving.. Prepare or review the reconciliation of system integrations including operating/billing system, lease, T&E and payroll systems to the ERP
We are pleased to announce that MLA has been exclusively retained by Pyxus International, Inc. to conduct a search for an Assistant General Counsel, Securities and Governance. Position Overview: Pyxus International, Inc. is seeking an experienced Assistant General Counsel, Securities and Governance. The AGC will report to the Company's Chief Legal Officer and work closely with the Executive Team, Finance, Treasury, and Investor Relations teams to prepare SEC filings, and provide in-depth counsel on SEC compliance, corporate governance matters, debt and equity financings, joint ventures, and general corporate law. Additionally, the AGC will advise and play an integral role in the Company’s compliance program. Experience: The ideal candidate should have a minimum of five to ten (5-10) years of legal experience as a legal professional, experience at a top-tier law firm or as in-house counsel preparing and reviewing SEC filings and working on complex transactional and commercial matters and international issues.
Lead Workday enabled finance transformation of Suppliers, Banking and Expenses workstream(s) to design, configure, test, and deploy leading practice-based business processes. Bachelor's degree in a related field from an accredited college/university; advanced degree in finance, accounting, business information systems, CPA is a plus. Detailed understanding of ERP core System concepts including transactional lifecycles including but not limited to Record to Report, Procure to Pay, general module functionality, and relational module dependencies/ impact. Los Angeles County applicants: Material job duties for this position are listed above.. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
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.
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 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)
Incumbent will adhere to all FNB policies, strategies, programs, and Core Values.. Incorporate FNB digital products & services into customer interactions.. Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants.. It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran.. FNB provides all applicants and employees a discrimination and harassment free workplace.
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.
GENERAL FUNCTION: The primary responsibilities of this position are to oversee, manage and direct, within Franklin Street Partners, all aspects of Equity Trading including execution, Risk Management and Reporting, Compliance and Controls Rules.. Assemble Daily Best Execution Reports in Moxy and review Trade Cost Analysts reports.. Undergraduate degree in Finance, Accounting, Economics, or equivalent preferred; progress toward CPA, CFP, CFA, CIMA, CAIA, and/or MBA.. Proficiency in Moxy, APX, Factset, Fidelity Advisor Channel; knowledge of Charles River and Bloomberg preferred.. FS Equity Trader LOCATION
Our legacy is rooted in innovation and excellence, earning us a spot on Fast Companys esteemed annual list of the Worlds Most Innovative Companies for 2024.. Participates in the management of development projects including feasibility analysis, entitlement processes, financial underwriting, project financing, as well as the oversight of design, contracting, and construction management.. Performs financial analysis of acquisitions and development opportunities via financial modeling, analysis of cash flows, and application of valuation methods using a combination of Argus and Excel software.. Assists in the leasing of properties, to include working closely with legal counsel in review of lease documents.. Includes both the global Hines organization and RIA AUM as of December 31, 2023.
As a(n) Relationship Manager I within PNC's Business Banking organization, you will be based in Cary/North Carolina.. Focuses on increasing client engagement and loyalty.. As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.. Managing Risk - 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.. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
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