Agentis acts as a sell-side and buy-side advisor on a wide variety of global transactions including renewable power, energy, digital, transportation, and public-private partnerships.. Our guiding principles of excellence, client success, commitment, people, and entrepreneurship allow us to generate exceptional value for our clients, setting us apart.. Drive technical delivery excellence by overseeing financial modeling, due diligence, and transaction execution;. Position Agentis as the pre-eminent independent financial advisor in the North American infrastructure space.. Minimum eight years of relevant experience in infrastructure finance as a sponsor or as a financial advisor;
In addition to participating in major federally funded programs their physicians are involved in research studies of new treatment approaches for everything from Coronary-Artery disease to Cancer to Multiple Sclerosis.. The Director Finance Research is responsible for financial oversight of all research activity accounts to ensure financial viability and operational efficiencies.. Determine short and long term financial and strategic plans as well as effective and efficient processes to sustain research activities and Office of Clinical Research (OCR) functions, including budgeting, financial modeling and analyses.. Ensure compliance with Medicare billing requirements for research.. Knowledge of research accounting processes, procedures and financial controls, including revenue cycle management charge capture, coding, payor compliance; supply management, cost reduction principles and purchasing principles
This role may also be eligible for discretionary incentive compensation. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. series 7, 66, and 9/10.. UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
Under the direction of the Regional Business Development Director (RBDD), and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Business Development Director will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies.. Upon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan. Prior experience working in professional services direct sales industry or in development role at financial services firms, including but not limited to experience with accounting firms, investment banking or private equity firms, personnel recruiting, business journals sales, financial consulting, business advisory services and/or banking industry, preferred. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
As a Managing Director at CrossCountry Consulting, you will be responsible for a mix of client delivery, business development, leading and developing teams, and serving as a member of CrossCountry’s leadership team.. In this role, you will provide advisory services in one or more of the following risk domains: Financial and Compliance Risk (e.g., SOX and FIDICA compliance, ESG, regulatory reporting); Technology Risk (e.g., IT controls, cybersecurity, cloud, emerging technology); Strategic and Operational Risk (e.g., privacy, data governance, third party risk), and Enterprise-Wide Risk (e.g., Internal Audit, enterprise risk management programs, and risk transformation).. Expertise in key risk domain standards and frameworks (e.g., the Sarbanes-Oxley Act (SOX), COSO, PCAOB, the Institute of Internal Auditors (IIA’s) code of ethics, as well as technology and cybersecurity frameworks).. Relevant professional certifications such as CIA, CISA, CISSP, CIPP etc.. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being.
Experienced Financial Advisor – Growth-Focused Wealth Management Firm. ✔ Cutting-Edge Marketing – Multi-channel marketing approach driving high-quality lead generation.. Client-Centric Approach – Passion for comprehensive financial planning and client success.. Blue Signal is an award-winning, executive search firm specializing in finance & accounting recruiting.. We have a strong reputation for finding top talent in private equity, asset management, financial services, FinTech, and accounting leadership.
As part of our team, you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy.. Ensures Bank activities are performed in compliance with the Bank's Policies and Standards, in partnership with Enterprise Risk Management and other internal banking partners.. Level II - 5+ years of commercial banking experience providing financial expertise, counsel and customized solutions to business clients; advanced knowledge of commercial real estate and C&I lending practices – preferred.. Level III- 8+ years of progressively responsible commercial lending experience providing financial expertise, counsel and customized solutions to business clients with proven experience successfully managing complex commercial banking relationships required.. Travel Time: Varies – 50%; Willingness to travel to other branch, customer, business locations, and meeting sites, which may include overnight travel and extended stay availability when needed; valid driver's license, clean driving record, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions.
This is a strategic, consultative sales role focused on delivering high-impact project solutions and interim leadership talent aligned to the Office of the CFO. Ideal candidates will have a proven track record in solution-based sales, preferably within a finance consulting or professional services environment.. Familiarity with ERP systems (e.g., SAP, Oracle, Workday, NetSuite) and finance transformation initiatives.. Prior experience as a CFO, Controller, or finance leader is a plus but not required.. Director Clinical Pharmacy Sales and Client ServicesDirector Clinical Pharmacy Sales and Client ServicesDirector Clinical Pharmacy Sales and Client ServicesAmericas Sales Director, ISV Embedded SolutionsAmericas Sales Director, ISV Embedded SolutionsDirector, Commercial Legal – Enterprise Sales. Professional Services Operations ManagerPrincipal Partner Solutions Architect - GSI
Market research studies are paid engagements Ivy Exec conducts with clients to get feedback on certain topics.. For this study we are looking forBusinessprofessionalsto talk about their opinions and experiences with various merchant services and online payment acceptance solutions and providers.. If you qualify, our team will reach out to you to schedule the interview with our client.
Today, Physicians Insurance serves more than 8,500 both in its home region of the Pacific Northwest and across the country, providing MPL coverage, risk-management consulting, continuing medical education, and claims support.. superior) down to D (poor), with even lower ratings for companies under regulatory supervision or in liquidation.. Position Summary:The Reinsurance Accounting Manager will ensure accurate and timely settlements with reinsurance partners and manage reinsurance data flow into and out of our financial recordkeeping systems.. Key Functions:Responsibilities include but are not limited to the following:• Ensure accurate and timely settlements with reinsurance partners.. 5+ years of experience successfully working in reinsurance accounting • Demonstrated knowledge of Treaty Reinsurance and insurance company operations (actuarial, finance, accounting, claims, underwriting, etc.)
Schedule: 4- day work week.. The Finance Director will also provide strategic financial guidance to the leadership team, prepare financial reports, track key performance indicators, and forecast the return on investment for current and future programs.. Additionally, the Finance Director will maintain accurate employee records, ensure timely payroll processing, and manage grants and grant management functions.. Proven experience as a CFO, preferably within a non-profit organization and with non-profit fund accounting. WA state background, fingerprinting, and federal sex offender database checks are required for employment.
accounting analysis manager, Corporate Accounting Seattle, WA $110,600.00-$166,000.00 1 week ago. Senior Internal Auditor, Amazon Web Services Seattle, WA $66,800.00-$142,800.00 2 weeks ago. Sr. Manager, Finance Operations Accounting, Accounts Receivable Senior Manager, Financial Reporting & Technical Accounting Audit Manager (Government) - FULLY REMOTE Seattle, WA $115,000.00-$130,000.00 1 week ago. Accounting Manager, Investments, Mergers & Acquisitions, Corporate Accounting Seattle, WA $85,900.00-$179,500.00 1 week ago. Audit Manager - AWS Supply Chain Controllership & Audit Team, AWS Supply Chain Finance Seattle, WA $119,900.00-$198,300.00 3 weeks ago
We are seeking a Business Development Officer (BDO) to lead our efforts in the Northern Virginia region.. The ideal candidate will have strong roots in the commercial finance ecosystem and a proven ability to generate lending opportunities with government contractors and B2B service providers.. Provide market feedback and competitive intelligence to inform strategy and product development.. Minimum 5 years of experience in commercial lending, government contracting finance, asset-based lending, or a related specialty finance vertical.. Bachelor’s degree required; MBA or relevant professional certification (e.g., CFA, CPA) a plus.
Application Deadline: 7/1/2025 The Opportunity DAT is looking for a Business Strategy Analyst to join our Outgo Business Strategy team in Seattle.. We provide a vertical banking solution that combines invoicing, accounting, factoring, and banking in one platform to optimize cash flow and eliminate exorbitant rates, hidden fees, and long contracts.. You'll be supporting several teams initially, including sales, marketing, onboarding, underwriting, risk and factoring operations, each with very different goals and processes.. Treasury operations & credit management: Forecast daily and weekly cash flows; recommend credit facility draws, monitor liquidity, and produce borrowing base certificates and related collateral reporting required by credit partners.. The Skills and Experience You'll Bring 2+ years experience in analytics or financial modeling, e.g. investment banking, private equity, management consulting, or corporate finance or strategy Expertise in Excel modeling and data analysis - you will be tested on this Competency in, or willingness to learn, SQL and/or other data analytics tools Bonus for experience with Tableau Why DAT?
Director of Finance and Administration (GHCF) Posted on August 31, 2017. That spirit is now the cornerstone of the new Group Health Community Foundation (GHCF), funded by the proceeds from Kaiser Permanente’s acquisition of Group Health Cooperative.. The Director of Finance and Administration supervises a senior accountant and will supervise additional staff members as the organization grows.. Oversee day-to-day finance and accounting operations including general ledger, accounts payable and receivable, fixed assets, prepaids, credit card expense reporting, payroll processing, monthly reconciliation, and monthly and year-end close.. Experience with Microsoft Dynamics GP (or similar software package)
Overview:Connor Consulting International provides highly specialized accounting and advisory solutions to ensure contract, license, and royalty compliance.. The Manager positions are critical to adding value for our clients.. Participate in sales pursuits for royalty and license compliance. For positions in the following countries, languages required are: o USA - English o UK - English o Europe - German, Italian or FrenchRelated Working Technical Experiences:Windows or UNIX/Linux administration background including proficiency with Active DirectoryData analysis applications such as ACL, SQL, or AccessWindows Server DesktopUnix/Linux, SAM (SMS, Altiris, etc.). VB Script, Shell ScriptVBA/MacrosVB/Shell/PERL/MacrosVMware administrationSAM experience (SMS, Altiris, etc.)
As a member of the Risk Adjustment team, our Risk Management Business Team Manager is responsible for complying with CMS mandates to submit Enrollment, Medical Claim and Pharmacy Claim data for Reinsurance and Risk Adjustment programs.. Leads a team dedicated to extracting required information from the source systems into a staging area, performing validation checks based on CMS Edge Server Business Rules, and submitting correct data to the Edge Server via a translation process.. Strong knowledge of risk adjustment systems and processes.. Corroborates closely with the IT, compliance, legal, revenue management, claims, enrollment, product teams and other departments to maximize and maintain submission measurementsHelps oversee RADV audits, submits data in a timely manner and prepares executive reports.. Whether we're helping members, lending a hand to a colleague or volunteering in our communities, our compassion, empathy and team spirit always shine through.
SumBridge is hiring a Finance Director to join one of our Seattle-based Not-for-Profit clients.. The Finance Director will be responsible for the organization’s financial and audit tasks and lead in financial reporting, budgeting, forecasting, and compliance requirements.. This is a permanent, full-time role and is hybrid with 2 days onsite and 3 days work from home.. Ensure timely and accurate preparation and submission of federal, state, and local tax and financial reporting and compliance requirements and filings are met.. Lead the preparation and oversight of audits, ensuring compliance with federal requirements (Form 5500, Form 990, funder, insurance, IRS, and other annual compliance audits and return filings).
The Financial Planning & Analysis team oversees our investments in headcount, operating expenses and capital investment.. Finance Manager, Robotics Responsibilities. Collaborate with groups in finance and operations, including vendor management, fixed assets, accounting and tax. 9+ years of experience in strategy consulting, investment banking, business operations, or finance. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics.
This role is at the center of the Product Gross Margin Strategy to help build great cloud, Artificial Intelligence (AI) services while influencing business models, levers to continuously drive gross margin growth and accelerate path to north star goal.. As a crucial member of the team, you will also support long term bets and drive competitive intelligence to keep Microsoft Cloud ahead of competition and lead the AI platform wave, safeguarding shareholder interest.. We are looking for a Senior Finance Manager - AI Business Health to join the Gross Margin financial planning and analysis team focused on the AI business portfolio.. Proven data and financial modeling capabilities and ability to work with financial systems.. Thought leadership to understand AI Graphics Processing Units (GPU) investment cost-in economics and implement cost attribution across different business unit PnLs based on principles, operational drivers to drive usage transparency, Return on Investment (ROI) accountability.