Collecting information
Organizing data
Work involves partnering with cross-functional key stakeholders to identify high-risk processes, high risk audit areas and the design, implementation, and continuous monitoring of appropriate internal controls to mitigate risk.. Participate in enterprise risk planning activities (i.e. business resiliency planning) and drive standardization and compliance across all operational areas.. Ensure compliance and risk mitigation action planning to meet relevant association and regulatory requirements. Serve as a key operational liaison with Internal Audit, Compliance Teams and Internal Controls team to ensure continuous maturation of internal controls across operational areas. Communicate results written reports and oral presentations to mid-level and senior leadership
The Judge Group has partnered with a manufacturing north of Sacramento looking for Benefits Manager for their team!. Handle enrollments, COBRA, terminations, changes, beneficiaries, disability, accident and death claims, rollovers, QDROs, loans, and compliance testing.. Provide necessary Benefits support and guidance to manufacturing management and hourly employees.. Maintain the employee benefit files, group benefits databases, and update employee payroll records.. Reviews and reconciles monthly pension plan trustee statements to track cash flow and expensesManage the Benefit Analyst team and manage performance, job duties, and training for the teamPreparation and filing of forms related to: Defined contribution & Benefit, Health & Welfare Benefit Plans, Retirements Plans 9401k, pension), Audit Forms, and more.
The Business Analyst, Principal will report to the Director, Operational Integrity.. In this role you will track internal and external audit and risk management activities across operational functions, ensuring compliance, risk reduction and improved audit performance.. Work involves partnering with cross-functional key stakeholders to identify high-risk processes, high risk audit areas and the design, implementation, and continuous monitoring of appropriate internal controls to mitigate risk.. Strong understanding of internal controls and practical application in operational processes. Communicate results written reports and oral presentations to mid-level and senior leadership
The Director of Financial Management reports to the AVP & Controller, with a dotted line to the Provost, as part of the Business Affairs Group, and supports both the centralized and decentralized elements of the University's annual operating budget.. Candidates for this position will have the option to work on campus, hybrid, or in a fully remote capacity.. Bachelor's degree in accounting, financial analysis, finance, economics, mathematics, statistics, business administration, or related field, or equivalent combination of education and experience.. A minimum of 7-10 years of experience in budgeting, finance, or accounting, with 5 years in a leadership capacity, preferably from a college or university.. Strong financial systems background with financial reporting systems and data query tools.
Power Services specific responsibilities will include wholesale power supply and procurement activities for SDCP, including complex energy procurement and contract transactions, short and long-term portfolio design, integrated resource planning, hedging strategy, and strategically increasing renewable and greenhouse gas-free power resources over time.. Formed in 2019, Community Power is the second largest Community Choice Aggregator (CCA) in California, serving nearly 1 million customer accounts across its member agencies: the Cities of San Diego, Chula Vista, Encinitas, Imperial Beach, La Mesa and National City, as well as the unincorporated areas of San Diego County.. Work with internal and external stakeholders to analyze risk and value around complex transactions and portfolio positions, including power generation and storage, load forecasts and load scheduling, hedging strategies.. Implementation of the ETRM (Energy Trading Risk Management) and Analytics/Data Analysis Platform.. A typical way to obtain the required qualifications would be a bachelor's degree from an accredited university in business, economics, engineering or related and 12 years of progressive experience in a combination of power and renewable power procurement, California energy markets, origination and/or power contracts management, or in a closely related field.
Private Equity Associate Investment Manager. This position will establish and maintain relationships with private equity firms and/or direct investments in order to evaluate performance relative to multiple quantitative and qualitative thresholds over the life of the investment.. CalPERS Investment Committee, the Chief Executive Officer (CEO), the Chief Investment Officer (CIO), and other stakeholders frequently request ad-hoc analysis that requires input from the PE Group.. The incumbent will participate on special projects tasked with generating investment ideas, improving internal processes including oversight of the Private Equity Procedures Manual to ensure it is kept up to date, and performing other activities that ultimately benefit CalPERS and its members.. Periodic domestic or international travel may be required to conduct investment due diligence and/or to attend Limited Partners Advisory Board Meetings and Private Equity and related conferences.
Location: Remote Salary: $60 - $100/hr Type: Part-time / Contract Take the next step in your career journey This is a remote, project-based role for finance professionals with 1–3 years of work experience.. You will complete tasks similar to those performed in investment banking, private equity, corporate development, or hedge funds.. Work is over the next 2-3 weeks, asynchronous, and assigned on a project-by-project basis, with an expected commitment of 10–20 hours per week for the projects you accept.. This position offers highly competitive pay, exposure to real-world financial analysis, and an excellent opportunity to boost your resume.
Project AccountantPrideStaff Financial is hiring for a respected real estate development company.. Manage financial aspects of multiple real estate development projects simultaneously. Contribute to the continuous improvement of financial processes and systems. Strong attention to detail and accuracy in financial reporting. For immediate consideration send a resume to Cheryl Nelson at cnelson@pridestafffinancial.com or call 916-302-6678.
Provides sales support and assists associates, customers and prospective customers with deposit products and business services, such as treasury management services, lockbox service, sweep accounts and merchant services.. Demonstrates products and services to business customers, such as treasury management, on-line banking via the Internet, lockbox services and sweep accounts.. Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties.. Five or more years of Treasury Management sales experience.. We still believe in the vision of the helpful and caring community banker.
Summary: Travis Credit Union's (TCU) Internal Auditors are consultants to internal business providing insightful feedback on potential risk as a result of conducting focused internal audits.. Bachelor's degree and a minimum of 3 years of related experience; or an advanced degree without experience; or equivalent work experience.. At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that insures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives.. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts!. Travis Credit Union is an Affirmative Action Employer EOE/Individual with Disability/Veteran Status #traviscu
Underpinned by technology, data, analytics, AI, change management, talent and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization’s total enterprise reinvention.. Data Strategy and Governance: Defining functional and enterprise data strategies, establishing and implementing data governance frameworks, aligning with regulatory expectations and industry leading practices.. Risk: financial risk management; non-financial risk management including technology risk, third party, resiliency, enterprise & operational risk; risk governance. Compliance: Financial Crime - AML, KYC, Sanctions, Transaction Monitoring; Fraud, consumer protection. For banking, capital markets and/or insurance industries, working knowledge of data regulation across regimes such as BCBS, Dodd Frank, FBO, FINRA, SEC, FinCEN, OCC, FDIC, CCAR, etc.
Retail Banking Sales & Service.. 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. 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.
The Assistant Controller has previous experience in real estate accounting and supervision of accounting staff.. The Assistant Controller must possess efficient problem-solving skills, including the ability to see `big picture` concepts.. Software – Knowledge and experience of all accounting functionality within Yardi Voyager 7.0, Entrata, and RealPage – Internal control, Efficient processing, Custom reports, etc.. Must be able to work efficiently in a digital environment (paperless) and have intermediate to advanced proficiency in Google Apps (Gmail, Drive, Docs, Sheets), and Adobe Acrobat, and basic proficiency in Microsoft Office (Excel, Word).. Yardi and RealPage experience a plus.
Our 1,700+ private wealth associates serve clients coast-to-coast from over 160 + locations in over 33 states.. Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach.. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.. Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.. Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire.
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.. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.. Support@bmo.com and let us know the nature of your request and your contact information.. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
Retail Banking Sales & Service. 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.. 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.
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.. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.. Support@bmo.com and let us know the nature of your request and your contact information.. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.. Client Engagement : Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking. Licensing : State Life & Health, SIE, Series 7, Series 66. Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Description Relationship Manager, Business Banking. The Relationship Manager role will be responsible for new business development, portfolio management and underwriting to support the needs of the group.. Comerica Funded Retirement Plan and 401(K) Matching. Community Volunteer Opportunities. Maintain knowledge of corporate banking, credit and non-credit products, trust, real estate, treasury management and other bank functions.
This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects.. Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues. 5+ experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector required. Client Experience Branding