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Experienced candidate in Loan and Deposit Management Department, specializing in marketing, execution and management of investment banking products.. -Conduct thorough risk and feasibility analyses for project finance transactions, evaluating key.. -Proven experience (3+ years) in Investment Banking with a focus on project finance and infrastructure.. -Strong analytical skills for project finance structures, loan documents, relevant agreement and.. - Bilingual proficiency in English and Korean
Director, Investor Relations, Private Equity (BSI). As part of the Private Equity Investor Relations team focused on Brookfield Special Investments (BSI), this role will report to the Vice President (BSI) and Managing Partner (Private Equity), and presents an opportunity to work with investment professionals, finance and operations teams, and senior management.. The role will be focused on servicing Limited Partners, syndicating co-investment opportunities, and raising capital for BSI and other non-control strategies within Brookfield’s Private Equity Group.. Domain Experience: 5-10 years' experience in any of the following disciplines: capital markets, investment banking, fund formation, corporate development, or investor relations.. Designations: CFA, MBA or CPA designations are preferred but not required.
A leadership voice in health care, the MMS contributes physician and patient perspectives to influence health-related legislation at the state and federal levels, works in support of public health, provides expert advice on physician practice management, and addresses issues of physician well-being.. Under the auspices of NEJM Group, the MMS extends our mission globally by advancing medical knowledge from research to patient care through the New England Journal of Medicine, NEJM Evidence, NEJM AI, NEJM Catalyst, NEJM Journal Watch, and through our accredited and comprehensive continuing medical education programs.. Oversee Accounting and Treasury Operations including defining and implementing Society policies related to the control, documentation, and accounting of cash receipts and disbursements.. Oversee the Procurement Manager to guide sourcing strategy and capabilities, supplier and vendor negotiations, and to ensure compliance with internal controls and alignment with cost-efficiency efforts.. Working knowledge of Workday Financials and HCM is strongly preferred along with the ability to evaluate and improve end-to-end finance processes, enhance data integration and reporting, and drive efficiencies across the finance ecosystem.
Responsibilities Develop new business with a deposit goal set by the Bank and refer commercial lending opportunity to the Lening Department.. Identify opportunities to cross-sell additional banking products and services like treasury management, merchant services, and investment solutions to existing clients.. Proven experience in business banking, preferably with a track record of successful sales and relationship management. Strong analytical skills to interpret financial statements and assess credit risk. Understanding of banking products and services, including lending, cash management, and investment options
This work considers legal entity structures, distribution channel, and product results as well as how these impact our capital optimization and operating liquidity. We are a diverse group of professionals experienced in and responsible for accounting, financial reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities. 4+ years of related work experience with a track record of increasing responsibility including financial reporting experience on alternative investments. Candidate must have direct experience in private equity, venture capital or hedge fund accounting. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
Our clients include Sony Pictures, Disney, Amgen, Nestle, Sephora, Tyson, Genentech, Walgreens, Takeda and a multitude of venture capital firms, hedge funds and private equity firms.. Our Consultants have a background in Financial Planning & Analysis, a CPA background or a blend of both.. Financial Analysis Vice President - Finance & Business Management. Senior Accounting and Finance Manager [Half Time]. Sr. Finance Manager, Environmental, Social, and Governance (ESG)
Own the accounting between the Treasury Management System (TMS) and the General Ledger , ensuring cash accounting data is accurate and reconciled prior to posting.. Provide project management support for treasury operations, system upgrades, and process improvements.. Professional designation (CTP or CPA) strongly preferred.. Proven experience with treasury systems (FIS Integrity) and ERP systems (Oracle), experience highly beneficial.. Strong understanding of cash accounting and the interaction between Treasury Management Systems and the General Ledger.
The Director of Treasury will be responsible for assisting the CFO with the organization’s cash management and financial risk management functions.. This role will manage all aspects of treasury management and operations, including tracking and optimizing cash flow, liquidity planning, identifying and mitigating financial risk, and ensuring compliance with regulatory requirements.. Minimum of 8 years finance, treasury operations and/or related experience or an equivalent combination of relevant education and/or experience. Enhances treasury operations and drives innovation in cash management and financial analysis through multiple approaches, especially leveraging technology.. Delivers treasury management reporting inclusive of cash flow analysis, market trends and KPIs that are aligned with FPI’s strategic goals.
The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. Transaction Advisory (TA).. The Turnaround & Restructuring practice is seeking to add professionals due to client demand and market opportunities. Financial planning & analysis.. Support the day-to-day activities of BRG Corporate Finance Turnaround & Restructuring client service teams on engagement.
What You’ll Do Lead corporate accounting operations, including AP/AR, payroll, general ledger, and treasury. Develop and maintain internal controls to safeguard company assets. What We’re Looking For Strong technical accounting expertise, including GAAP and IFRS compliance. Leadership Scope This role oversees an Accounting Manager and an AP Supervisor, leading a team of approximately 10 individuals, and works closely with Divisional Controllers across the organization.. Education and/or Experience Bachelor's degree in Accounting, Finance, or a related field; CPA or MBA preferred
Provide strategic insight and assist with Treasury operations including banking, FX, debt, and investments.. Director of Renewable Energy Investment Banking Los Angeles, CA $240,000.00-$275,000.00 3 weeks ago. Investor Relations - Managing Director -Los Angeles Burbank, CA $145,600.00-$270,400.00 1 week ago. Senior Director, Leadership and Annual Giving Westlake Village, CA $185,000.00-$205,000.00 1 week ago. Director of Accounting x 180K - 200K + bonus x Westside Beverly Hills, CA $175,000.00-$225,000.00 2 weeks ago
Join to apply for the Wealth Management Analyst role at UBS. As a Wealth Management Analyst, you’ll play an important role in developing various wealth management plans and strategies.. 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.. Sign in to set job alerts for “Wealth Management Analyst” roles.
The Director of Finance is responsible for leading and managing the financial operations of the association management firm and its portfolio of association clients.. Oversee all financial operations for the firm and its client associations, including accounts payable/receivable, general ledger, bank reconciliations, payroll, and month-end close.. Bachelor’s degree in Accounting, Finance, or related field (CPA or MBA preferred).. Minimum 7–10 years of progressive financial leadership experience, ideally in an association management company, nonprofit organization, or professional services firm.. Proficiency with accounting software (e.g., QuickBooks, Sage Intacct) and Microsoft Excel.
We are supported by capital from tier-1 venture capital, crossover, and endowment investors as well as the founders of the leading technology companies from the past decade.. Assist in the finance, operations, and integration of newly acquired businesses.. Seasoned M&A and / or investment professional with 7+ years of experience in mergers and acquisitions, private equity, investment banking, or corporate development.. Familiarity with a buy-and-build model and experience/knowledge in VMS, software, and technology is a plus.. Unique work environment which combines a high growth technology startup and a long term buy/hold private equity investment firm.
This position is based in the Mayor’s Office of Risk Management and Compliance (MoRMC), which was created by Mayor Eric Adams to assist City agencies in assessing their operational, financial and compliance risks, eliminating and preventing waste and mismanagement, and improving the effectiveness of City operations.. The Counsel for Audit, Risk Management and Compliance, reporting to the Deputy Director for Audits and Interagency Coordination, will provide legal analysis related to audit subjects, compliance issues, and risks that may affect City government programs and operations.. Counsel will conduct studies of legal and operational issues, including analyses of agency internal controls in financial and programmatic areas, and will recommend measures for improvement where needed.. Communicate significant risk areas, compliance issues, and other programmatic or legal concerns that are identified by and in connection with audits, investigations, and other inquiries to agency executives and the Mayor’s Office.. Industries Government Administration
Develop and review financial models, including synergy estimation, PMI costs, and standard costs.. Facilitate financial modeling, valuation techniques, capital structure & tax treatment determination, project prioritization & execution.. Liaise with and build effective relationships with counterparts across the organization, i.e., GSI finance organizations, Munich counterparts. In addition, the company makes available a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).. At Munich Re, we see Diversity, Equity and Inclusion as a solution to the challenges and opportunities all around us.
In doing so, this boutique investment bank helps companies maintain independence, enhance cash flow, and create tax-advantaged shareholder liquidity events.. Lead and scale middle-market sales operations for a premier ESOP Investment Bank.. Fully remote role with travel. If you’re a Director of Sales eager to drive sales and revenue growth for a leading boutique Investment Bank, please apply today!. Vice President of Sales – Online B2C Sales Exp Required Plano, TX $150,000.00-$170,000.00 3 weeks ago
President & CEO at Delane Consulting & Talent Management LLCSenior Advisor to Start-ups and Investors About Our Client. The Chief Financial Officer (CFO) will be a key member of the executive leadership team, responsible for driving financial strategy, optimizing operational efficiency, and partnering with stakeholders to support the company’s ambitious growth objectives.. This role will be have focus on private equity partnerships, mergers and acquisitions (M&A), and long-term value creation.. Lead financial due diligence, valuation, deal structuring, and integration activities for mergers, acquisitions, and other strategic investments.. Get notified about new Chief Financial Officer jobs in Raleigh, NC.
We are seeking a highly skilled and strategic Treasurer to lead global treasury operations, corporate finance, and long-term capital planning for our US and Mexico operations.. Based in Houston, Texas , this individual will oversee liquidity management, capital structure optimization, financial risk control, and regional compliance.. Manage treasury operations across the U.S. and Mexico, including cash flow analysis, income and expenditure forecasting, and operating status reporting.. Implement foreign exchange control and hedging strategies to reduce exposure to market fluctuations.. Strong knowledge of foreign exchange controls, hedging, and cross-border treasury practices.
Business Systems Analyst (Banking and Wealth, wealth platforms like Global Plus, Charles River, Pershing) Onsite -Cleveland, OH / Dallas, TX / NYC/ Chicago, IL / BUffalo Grove, ILany of these places) Duration: long term.. We are seeking a highly skilled (BSA) with strong experience in the Banking and Wealth Management domains, specifically with experience in wealth platforms like Global Plus, Charles River, Pershing.. System Analysis & Design: Analyze existing banking and wealth management systems - similar or equivalent to Global Plus, Charles River, Pershing to identify areas for improvement and propose system enhancements or new solutions.. System Integration: Work on the integration of various banking and wealth management systems, including Global Plus, Pershing (for wealth banking operations) and Charles River (for investment management), ensuring seamless data flow and process automation.. Hands-on experience working with Wealth Platforms like Global Plus(for banking and financial services) and Charles River (for investment management, including trading, compliance, and portfolio management), Pershing platforms.