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+ 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. 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.
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.
We are seeking a Vice President to lead our Corporate Development group with a focus on high volume transaction execution. The corporate development team is responsible for business development (proprietary deal origination) and transaction execution activities. Coordinate with internal teams in diligence, finance, legal, and external advisors to shepherd potential transactions through acquisition. Minimum of 12 years of experience in corporate development, investment banking, or private equity with a track record of deal origination and transaction execution. Venture Capital and Private Equity Principals, Financial Services, and Manufacturing
Job Title: Investor Relations Analyst – Venture Capital & Growth Equity.. The Investor Relations Analyst will support venture capital and growth equity funds. Coordinate with internal teams including fund accounting, tax, compliance, and legal for fund communication approvals and investor inquiries.. Respond to ongoing investor inquiries and monitoring requests by compiling and creating quantitative and qualitative information for due diligence questionnaires.. Familiarity with venture capital or private equity analytics, reporting, and due diligence processes
Position Title: Contract Compliance & Accounting ManagerDepartment: AdministrativeReport to: Senior Director of Finance & OperationsSalary Range: $80,000 - $95,000 per yearType: Full Time, ExemptPosition SummaryThe Compliance and Accounting Manager plays a critical role in supporting Stepping Stone's operationalexcellence through strong financial stewardship and rigorous regulatory compliance.. Track and monitor spending on federal, state, and local contracts (e.g., Drug Medi-Cal, SAMHSA,HOPWA, Ryan White, DHCS, County of San Diego contracts). Familiarity with federal grant compliance (2 CFR Part 200, OMB Uniform Guidance). Experience with accounting software (e.g., NetSuite, MIP, or similar). Advanced Excel skills (pivot tables, vlookup, etc.)
As part of our Finance Transformation team, you'll collaborate with CFOs, finance leaders, and executive clients to solve their most complex challenges. The Senior Manager - SAP Treasury will focus on business opportunities, growing the practice and strengthening the existing client relations through advisory services, solution design and delivery. Duties of the Senior Manager - SAP Treasury include contacting key stakeholders at potential clients to establish rapport, arrange meetings and develop relationships, planning and overseeing new SAP Treasury developments and initiatives, and building network and SME competence to identify new opportunities. Serve as a subject matter expert in SAP Treasury, including SAP Cash Management, SAP IHC, SAP TRM, and Banking/Connectivity. Experience with treasury transformations, vendor selections, TMS implementations
The Treasury Manager works with the Treasury team to promote the company's treasury strategy and daily treasury transactions.. The Treasury Manager is responsible for supporting the Treasury Director in daily cash management activities and exhibits the teamwork needed to further advance the automation and digitization of cash processes to scale cash operations.. 7+ years of experience in corporate treasury, with demonstrated expertise in daily cash operations, forecasting, and liquidity management.. Strong understanding of internal controls and regulatory requirements, including SOX compliance.. Exposure to bank relationship management, including onboarding, KYC, and implementing treasury services.
OverviewThe Assistant Director of Finance plays a critical leadership role in overseeing the financial operations of a high-volume, full-service resort with 671 guest rooms and 295,000 sq.. of meeting and event space.. This position ensures the accuracy and integrity of financial reporting, supports internal controls, and leads key functions including Accounts Receivable, Accounts Payable, Cash Handling, Income Audit, and Payroll.. The ideal candidate is detail-oriented, hands-on, highly organized, and comfortable working in a fast-paced hospitality environment with multiple revenue streams.
Principal Accountabilities Financial Reporting: Ensure accurate and timely preparation of financial statements in compliance with accounting standards (e.g., GAAP, IFRS).. Accounting Operations Management: Supervise and mentor a team of accountants to ensure high-quality work and meet reporting deadlines.. Internal Controls and Compliance: Establish, monitor, and improve internal controls to ensure the accuracy and integrity of financial data.. Financial Analysis and Decision Support: Provide in-depth financial analysis to senior management, including identifying trends, risks, and opportunities.. Cash Planning & Treasury Support: Monitor daily cash balances and manage short-term funding needs.
The (AVP or VP) Relationship Manager plays a strategic role in developing and managing client relationships as we expand our non-recourse lending platform with Commercial Real Estate.. Conduct credit due diligence, financial modeling, and risk analysis to support underwriting and transaction approval. Monitor portfolio performance, covenant compliance, and overall credit risk. Minimum 7 years of experience in commercial lending, investment banking, or structured finance, with a focus on non-recourse or project-based lending. Deep understanding of credit risk, collateral structures, legal documents, and non-recourse financing frameworks
Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts.. Silicon Valley Bank (SVB), a division of First-Citizens Bank, is the bank of some of the world's most innovative companies and investors.. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries.. OR—High school degree or GED and 8 years' experience in credit analysis, underwriting or loan administration in commercial banking
As a Commercial Lending Officer at our credit union, you will play a key role in expanding our commercial loan portfolio-primarily focused on real estate-secured loans.. This role emphasizes relationship development, portfolio performance, and regulatory compliance, with a strong partnership with the AVP of Business Lending to meet growth targets and support strategic lending initiatives.. Partner with Business Services Officer and AVP Business Lending to support loan processing, documentation, and funding.. Serve as a trusted advisor to business members by offering tailored lending solutions, particularly in real estate investment and owner-occupied properties.. Additional duties from AVP of Member Business Lending - Business Banking.
SOLV Energy is an engineering, procurement, construction (EPC) and solar services provider for utility solar, high voltage substation and energy storage markets across North America.. Reporting to the Chief Financial Officer, the Director of Treasury is responsible for overseeing the organization's treasury operations, including cash requirements, cash concentration, short-term cash investments and borrowing needs, and maintenance of appropriate cash flow.. Manage daily cash operations, including cash positioning, forecasting, and liquidity planning.. Direct interest rate risk management and other hedging policies.. Familiarity with SOX compliance and treasury controls.
Build analytical models to stress test the deployment of capital, balancing near-term capital needs with the long-term vision of the organization, sensitizing for external market conditions. 7+ years of progressive experience with an extensive background in venture capital, investment banking, consulting and financial services. Proficient in Microsoft Office, including Word, and advanced proficiency in Excel and Alteryx. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology."
( *in collaboration with AbbVie ). Performs detailed scientific assessment of opportunities, including analysis of mechanism of action, preclinical/clinical data, and therapeutic potential.. Demonstrated functional expertise working in a Biotech/Pharma industry R&D setting with some experience in a business development, venture capital, investment research, investment banking, and/or corporate development function
As a Underwriter IV within PNC's Commercial Real Estate organization, you will be based in San Diego.. If relevant, performs ongoing credit risk management for assigned portfolio.. - 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.. Accuracy and Attention to Detail, Coaching Others, Credit Analysis and Verification, Decision Making and Critical Thinking, Knowledge of Underwriting, Managing Multiple Priorities, Market Research, Real Estate Development, Real Estate Practice, Real Estate Property Data Analysis, Real Estate Sales Closings and Agreements, Regulatory Environment - Financial Services. Underwriter III - Real Estate Banking locations 3 Locations time type Full time posted on Posted 6 Days Ago Commercial Real Estate Treasury Management Officer III locations 2 Locations time type Full time posted on Posted Today
The Planet Group is seeking a Workday Financials Analyst. Workday Financials Analyst.. Monitor and troubleshoot integrations and BPs supporting finance processes, determine root cause, and implement solutions. Advanced experience in Workday configuration in three or more of the following areas: Financial Accounting, Accounts Receivable, Accounts Payable, Banking, Procurement, Projects. Master s degree (MBA, MPA, or equivalent) - Relevant experience in financial analysis, budgeting, and forecasting can supplement education requirements where applicable.
Ignite Digital Services is a fast-growing digital transformation company serving the national security sector.. Certified Internal Auditor (CIA) or equivalent professional designation including but not limited to CPA, CISA, CFE and CDFM. Experience with risk management frameworks such as COSO, ERM, or ISO.. Ignite Digital Services is a Small Business committed to providing exceptional service to government agencies at competitive prices.. Nor will Ignite Digital Services require, in a posting or otherwise, U.S. citizenship or lawful permanent residency in the U.S. as a condition of employment except as necessary to comply with law, regulation, executive order, or federal, state, or local government contract.
Using data-driven insights from Catapult, our proprietary technology, and our deep understanding of marketplaces like Amazon, Walmart.com, and TikTok Shop, we craft tailored strategies for each brand while safeguarding their pricing and channel strategies throughout all lifecycle stages and global markets.. The VP of M&A at Front Row will lead the company's M&A strategy, including identifying targets, conducting due diligence, negotiating deals, and ensuring successful post-acquisition integration.. Bachelor’s degree in finance, business administration, or related field; MBA preferred.. 10+ years of experience in M&A, corporate finance, or investment banking, with successful transaction history.. Deep understanding of financial statements, valuation, and M&A regulations.
We are a purpose-built biomarker discovery organization headquartered in San Diego, CA providing industry-leading services for supporting pharmaceutical R&D to move “beyond the genome”, including proteomics, metabolomics, and lipidomics data generation and analysis.. As our Head of Finance, Planning, and Analysis, you will be a trusted leader in our finance and accounting team, responsible for working with the CEO and other department leaders to execute against companywide goals and responsibilities including budgeting, forecasting, financial planning and analysis, and other growth-oriented tasks.. Mindset of continuous improvement to evolve existing ERP and management information systems.. Finance, economics, or related quantitative degree with 10+ years of work experience in investment banking, advisory/consulting, FP&A, corporate finance.. Familiarity with ERP and CRM systems (Netsuite, Salesforce), and ability to work with in-house software team to develop bespoke applications and KPIs.