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Prosperity- An EisnerAmper Company is seeking a Senior Wealth Advisor to join our wealth management team. Financial Planning: Conducting in-depth financial analyses, including retirement planning, tax planning, estate planning, and risk management, to develop holistic financial plans for clients. Client asset management, including coordination of clients' complete relationship and financial plan execution (analysis, estate planning, tax strategies for assets under management and portfolio management). Has a deep understanding of RIA channel and independent financial advice delivery channel. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Vice President, Portfolio Management - Juris Banking. Our Juris Banking team is seeking a Commercial Underwriter responsible for analyzing, structuring, underwriting, and coordinating the closing of new loan requests and renewals for various lending products to law firms and related businesses.. The Underwriter will work with the Relationship Manager to manage loans, monitor credit risks, and ensure compliance with banking regulations.. Work closely with the Relationship Manager to develop and maintain client relationships and ensure a timely credit process.. Handle underwriting, portfolio management, and related tasks for new and existing loans.
Lead liquidity and cash flow management, including short- and long-term forecasting and treasury operations.. Own capital markets strategy, including evaluation and execution of securitizations, debt financing, warehouse facilities, and other structured finance vehicles.. 10+ years of progressive experience in finance, FP&A, or treasury roles, including direct exposure to capital markets or securitization transactions.. Hands-on experience with DataRails, Adaptive Insights, Anaplan, or other FP&A and financial consolidation platforms to streamline budgeting, forecasting, and reporting.. Exceptional proficiency with Excel, financial modeling, and data visualization tools (e.g., Power BI, Tableau).
We specialize in Global Forwarding, U.S./Mexico Cross-Border Solutions, Mission Critical Domestic, Expedite Services, and Fine Arts. We propel our customers and their businesses forward keeping them at the forefront of their industries and shaping the next economy.. This role will be acting as a strategic advisor, linking finance to operational management for Imperative Logistics Groups Expedite or Global Forwarding and Fine Arts business segments.. 5+ years of experience required; experience in the logistics space, investment banking, management consulting, or corporate finance.. Experience working in Transportation Management Systems (TMS) systems like WorldTrack, Full Circle, Sylectus or CargoWise is required. Imperative Logistics Group is a diversified supply chain management company, comprised of a unique portfolio of complementary, premium logistics services focused on Mission Critical Domestic, Fine Arts, and Global Freight Forwarding.
The Senior Manager Finance will lead the financial planning and analysis activities for MicroArray (MA) business unit within the Genetic Sciences Division.. MA Senior Manager Finance will be a business partner to the VP/General Manager for a +$200M business.. The position will report to VP Finance, Genetic Sciences, and dotted-line to the VP, General Manager MA.. Safeguard company property and assets embedding financial internal controls, compensatory controls and/or risk mitigation plans into the areas of responsibility.. A choice of national medical and dental plans, and a national vision plan, including health incentive programs
Join to apply for the Vice President, Portfolio Management role at Western Alliance Bank. As Portfolio Manager III - Commercial, you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank's lending policies and procedures.. Handle underwriting, portfolio management, and other related tasks for new and existing loans.. Intermediate to advanced knowledge of banking operations, including deposit, loan, treasury management, and other banking products.. Knowledge of commercial credit, loan structuring, and pricing; credit analyst training completed.
Westcore is a fully-integrated commercial real estate investment company with institutional scale and capabilities, that operates with the speed and adaptability of opportunistic entrepreneurs.. We are a vertically integrated company with expertise in all facets of real estate investment management: acquisitions, finance, asset management, leasing, construction and building operations.. This position will focus on aspects related to real estate corporate finance, asset management, and investor reporting with leadership and mentorship responsibilities.. Responsible for quarterly valuation models of company assets using discounted cash flow models and Argus.. 2-3+ years of commercial real estate, investment management, and financial analysis experience
You will report to the Senior Director Finance Global Clinical Operations (SDR Fin, Clinical).. Manage all aspects of cash flow with a strong focus on delivering continuous improvements in Net Working Capital management (accounts receivable, inventory management and accounts payable).. Knowledge of and adherence to all PCI, cGMP, and GCP policies, procedures, rules.. At PCI, Equity and Inclusion are at the core of our company's purpose: Together, delivering life-changing therapies.. We envision a PCI community where everyone can belong and grow, and we strive to bring this vision to reality by continuously and intentionally assessing our people practices, policies and programs, marketing approach, and workplace culture.
The ideal candidate has deep experience in the restaurant or multi-unit retail sector, a hands-on leadership style, and the ability to scale finance functions in a fast-paced, entrepreneurial environment.. Lead all aspects of the finance and accounting function, including budgeting, forecasting, financial reporting, treasury, and tax.. 10+ years of progressive financial leadership experience, with at least 5 years in a multi-unit restaurant, hospitality, or retail environment.. Proven experience scaling finance operations in a growth-stage or private equity-backed company.. Expertise in financial systems, ERP implementation, and data analytics tools.
Commercial Loan Officer Qualifications: POSITION SUMMARY: The Commercial Loan Officer will support the lenders in underwriting requests for credit extensions to new and existing commercial clients. They will perform detailed financial analysis for all lending opportunities, prepare credit approval and modification requests for presentation to Loan Committee by the lenders, perform annual credit reviews as needed, ensure compliance with the Bank's credit policies and procedures, ensure the timely collection and spreading of interim and annual financial statements provided by clients, and update financial information to maintain current reporting. Interpret key financial ratios (e.g. cash flow to debt service, debt-to-equity, etc. Suggests a loan grade after conducting a thorough credit analysis and documentation review. Must have 5 years experience in a bank as a Credit Analyst.
The Treasury Management BDO will have direct support of SVP of Treasury Management and will work closely with the Treasury Services Department to ensure a seamless onboarding experience. The Treasury Management team delivers extensive industry knowledge, local expertise and competitive capabilities to clients. Assist with the relationship analysis, and construction of presentation material for client proposals, collaborate with Treasury Management to streamline the onboarding process.. Engage in relationship reviews to identify opportunities, effectively assess TM product and service, and stay up to date on current and emerging commercial banking and treasury management strengths.. Regularly update Retail Banking Employees and Commercial Lending Officers on critical developments impacting Commercial Deposit Growth through monthly team meetings, and e-mails
The Senior Manager Finance will lead the financial planning and analysis activities for MicroArray (MA) business unit within the Genetic Sciences Division.. MA Senior Manager Finance will be a business partner to the VP/General Manager for a +$200M business.. The position will report to VP Finance, Genetic Sciences, and dotted-line to the VP, General Manager MA.. Safeguard company property and assets embedding financial internal controls, compensatory controls and/or risk mitigation plans into the areas of responsibility.. A choice of national medical and dental plans, and a national vision plan, including health incentive programs
We are looking for an experienced Director of Finance (Finance Director) to oversee all financial aspects of business and drive the companys financial strategy and planning.. A director of finance is a reliable professional with broad knowledge to all accounting, financial and business principles.. Develop the corporate fundraising strategy and manage relationships with partners and investors. Proven experience as director of finance or similar role. BSc/BA in accounting, finance or relevant field; MSc/MA is a plus
The Commercial Relationship Manager works as part of a collaborative commercial lending team, in conjunction with senior management as part of the Commercial Line of Business, to develop, implement and execute a defined business plan and market strategy.. Refer other traditional non-loan banking services to team members specializing in Wealth Management, Residential Mortgages, Treasury Management Services and appropriate banking opportunities to other departments and personnel.. Bachelor’s Degree in Business Administration, Economics, Finance, Mathematics or Statistics with a minimum of 12 semester hours of Accounting; Master’s Degree or MBA preferred.. 5+ years of relationship management experience with the majority of the time spent in commercial lending and/or agriculture related lending activities preferred.. Formal credit training such as RMA, Omega CLB, or Regional or State Banking School preferred.
Job Title: Proprietary Trader (Remote). As a Trader at T3 Global, you will play a vital role.. Designed with a focus on enabling professionals to effectively scale their trading businesses, T3 includes a diverse community of individuals with backgrounds in investment banking, quantitative trading, private equity, hedge funds, and other non-finance fields.. If you are passionate about trading, possess a strong work ethic, and thrive in a dynamic trading environment, we encourage you to apply for the Trader position at T3 Global.. Sign in to set job alerts for “Proprietary Trader” roles.
We are also progressing ResMed's corporate development agenda, focusing on growth through mergers and acquisitions (M&A), partnerships and new business creation. Bachelor's degree in Business, Economics, Finance, Statistics, Computer Science, Applied Mathematics or related fields. 5+ years of experience in business analytics, economics or strategy consulting, investment banking, corporate finance or strategy. Proven expertise within the healthcare or digital health industry, across partnerships, joint ventures, minority investment and M&A processes, with focus on growth and innovation. This position qualifies for the following benefits package: comprehensive medical, vision, dental, and life, AD&D, short-term and long-term disability insurance, sleep care management, Health Savings Account (HSA), Flexible Spending Account (FSA), commuter benefits, 401(k), Employee Stock Purchase Plan (ESPP), Employee Assistance Program (EAP), and tuition assistance.
Job Title: Proprietary Trader (Remote).. As a Trader at T3 Global, you will play a vital role. Designed with a focus on enabling professionals to effectively scale their trading businesses, T3 includes a diverse community of individuals with backgrounds in investment banking, quantitative trading, private equity, hedge funds, and other non-finance fields. Elite Trading Community: Engage with a network of professional traders for live trade discussions, market analysis, and real-time trade ideas. If you are passionate about trading, possess a strong work ethic, and thrive in a dynamic trading environment, we encourage you to apply for the Trader position at T3 Global.
As a Business Banker with Banner Bank you will grow Business Banking revenue by increasing business deposits, loans, treasury management, and merchant services. Coordinate and set up meetings between prospective customers and appropriate line of business partners, including Commercial Relationship Managers, Branch Managers, Treasury Management Representatives, Mortgage Loan Officers, Investment Officers, and Outside Affiliated Product Reps. Bachelor's Degree: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered).. Knowledge of federal and state laws and regulations relating to commercial lending. Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life