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Under the general direction of the Senior Vice President Lending, performs a variety of business development, analytical and administrative tasks all geared toward the promotion of the Bank's commercial loan products and services.. Participates in strategic planning, budgeting and new product development at the loan department level.. Ensure compliance with Bank Secrecy Act, AML, OFAC and USA Patriot Act including Customer Identification Program, customer due diligence, identifying high risk accounts, understand the due diligence required for lending transactions, and reporting suspicious activities to supervisor or BSA Department.. Position requires obtaining a unique identifier to be used on all Mortgage documents originated by the employee and maintaining registration through the Nationwide Mortgage Registry System (NMLS).. Seven years banking experience, including five years of commercial lending / credit analysis.
The Senior Treasury Analyst plays a critical role in the effectiveness of the Treasury Department by working across all disciplines of Treasury Operations and cross functionally to ensure all department requirements and company objectives are met or exceeded.. The Senior Treasury Analyst is primarily responsible for cash forecasting and cash management, as well as, leveraging banking relationships to identify and implement enhanced business processes.. Furthermore, the Senior Treasury Analyst will support the field organization with their treasury needs, including due diligence of potential acquisition targets and be a member of the acquisition integration team.. Proficient in all functions of treasury cash management system, utilizing it to set daily cash position, initiate debt principle and interest payments, interface to general ledger and to accurately analyze and report on cash balances and liquidity. 3+ years of experience in cash and liquidity management, financial analysis, risk management and treasury operations and controls and payment systems preferred
We are an integrated care company with three lines of service 1) Senior Primary Care 2) PACE - The Program of All-Inclusive Services for the Elderly and 3) Care Management.. The Role Mission: The role mission of the Business Office Manager is to help grow the Senior Primary Care line of business.. Below are many of the key ROLE RESPONSIBILITIES: Practice Management Ensure members are scheduled, staff is scheduled, time sheets are managed, payroll is prepared, inventory is managed and other general practice management functions occur Be familiar with HIPAA and other regulatory requirements Business Office Operations: Oversee various practice operations, including Billing, Scheduling, Coding, Payroll Processing, Inventory Accounting, and Patient Billing.. Assist with regulatory reporting requirements (CMS, IRS, etc. CPA or CMA is a bonus Clinical Licensure AND business expertise is a bonus.
The supervisor manages the settlement & finance team in the organization, in order to ensure the entire operation of financial activities including billing/settlement of physical and financial trading activities, cash management, margin and collateral management by having close coordination with other members in the division and the company.. Supervise the energy commodity settlement team for Natural Gas, Power including ISO(ERCOT, PJM), Crude and RNG/Biofuel, prompting monthly settlement and related secondary expenses (transportation costs, brokerages, etc) timely and accurately.. Manage cash/stand-by LC collateral posting with exchanges/ISO such as ERCOT, NGX in a most cost effective way.. REQUIRED SKILLS & ABILITIES: Strong understanding of cash flow management, liquidity planning, and treasury operations, ensuring sufficient funds for settlement and financial obligations.. Proficiency in third-party software used by the company, such as Allegro, Oracle-NetSuite, and other applications necessary for settlement and finance operations, with appropriate training
Position SummaryJob Summary:The Business Controls Manager is part of the Internal Audit organization with a dotted line responsibility to the business unit (BU) they support.. This role is responsible for leading and executing on internal control discipline and operational excellence within a BU. The Business Controls Manager will act as a consultant to the BU and is responsible for issues leadership by providing administrative support to gather and organize data to track, report, and manage internal compliance control gap issues and mitigation plans.. Demonstrated communication skills (including active listening, writing, presenting, and emotional intelligence) commensurate with an Audit Manager. Experience in Blackline is a significant plus. Certified Internal Auditor (“CIA”) or Certified Public Accountant (“CPA”)
We are seeking a Senior Financial Analyst looking to join a well-established and dynamic company in Dallas with great leadership and great growth potential.. The ideal candidate will have over 2-5 years of finance experience and good exposure to building financial statements, someone that can help build from the ground up, and experience with consolidations, forecasting and budgeting.. Prepare financial modeling scenarios, which includes preparing what-if scenarios, in a quick and efficient manner. Investment banking experience highly preferred. Bachelor's degree or equivalent in Finance or Accounting
Our services include: natural gas gathering, treating, processing, transportation and storage; NGL transportation, fractionation, storage and import and export terminals; crude oil gathering, transportation, storage and terminals; petrochemical and refined products transportation, storage and terminals; and a marine transportation business that operates primarily on the United States inland and Intracoastal Waterway systems.. The partnership’s assets include approximately 50,000 miles of pipelines; 260 million barrels of storage capacity for NGLs, crude oil, refined products and petrochemicals; and 14 billion cubic feet of natural gas storage capacity.. The Senior Accountant – Regulatory Reporting and Compliance is primarily responsible for preparing and filing required reports to the Federal Energy Regulatory Commission, Railroad Commission of Texas, and to other federal and state agencies.. Analyze general ledger data to ensure proper recording per the FERC Uniform System of Accounts.. Experience with regulatory accounting and reporting (FERC and/or Texas Railroad Commission) is preferred.
Director of Finance up to $230k/yr - Real Estate. We are seeking a Director of Finance.. This individual will play a key role in overseeing corporate accounting, financial reporting, and tax reporting, with exposure to private equity and real estate investments.. Oversee accounting, reporting, and tax filings for corporate entities and real estate/private equity investments. Ensure compliance with treasury activities and internal controls
The treasurer plays a lead role in assisting the managed organizations during the budget and forecasting, financial planning and cash management while limiting risks to the organization.. The Treasurer will work closely with MO Finance management as well as the Boards of Directors and management of the managed organizations.. Advise CFO, SD of Finance and those charged with governance of the managed organizations as to loans, liquidity and investments. Professional certification in treasury management (e.g., CTP designation). Proficiency with accounting software (Microsoft Dynamics GP/SSRS/Management Reporter preferred) and Excel spreadsheets
Our Client is a multi-billion global private equity firm headquartered in New York City specializing in secondary investments in leveraged buyout funds, as well as co-investments alongside those general partners.. - Assist the investment team in conducting due diligence on various private equity funds and managers and assess the merits of investment opportunities. - Analyze the long-term viability of portfolio companies, the market for their products/services, their financing needs, and the fund's exit options;. - Portfolio management, quarterly and annual portfolio reporting;. - 1-4 years of experience in investment banking, private equity or investment management
Citizens is seeking a Managing Director to join the Financial Institutions Group (“FIG”) within Capital Markets & Advisory (“CM&A”).. Citizens CM&A is a leading middle market investment bank that supports clients across a focused set of industry sectors (Financial Services, Aerospace Defense & Government Services, Business Services, Consumer, Gaming Lodging & Leisure, Healthcare, Industrials, Technology & Communications, Transportation & Logistics).. We are seeking a Managing Director who has specific experience in the mortgage finance (covering mortgage originators, mortgage REITs, and mortgage services) space and would come in with established Corporate and Financial Sponsor relationships within the sector to help facilitate strategic dialogue with existing and new bank customers leading to fees in Mergers & Acquisitions (“M&A”), Equity Capital Markets, Debt Capital Markets, Global Markets (FX and hedging), and/or general advisory.. Minimum 10+ years’ experience in Investment Banking and/or Capital Markets with a top ranked investment bank or commercial bank. Proven experience working with Debt and Equity Capital Markets, and leading M&A mandates
Physician Growth Partners (PGP) is a leading sell-side investment banking and transaction advisory firm specializing in healthcare services.. We have built a strong reputation representing founder-owned healthcare providers in mergers and acquisitions with private equity and strategic buyers.. As a Managing Director at PGP, you will be responsible for originating new client relationships, securing engagements, and leading transaction execution from start to finish.. Bachelor’s degree required; MBA or CFA preferred.. This is an exceptional opportunity for a highly motivated investment banker looking to leverage their origination and execution expertise in a dynamic and rapidly growing firm.
Manna Tree portfolio companies include healthy category leaders such as Vital Farms, Gotham Greens, Health-Ade, Good Culture, True Food Kitchen, Verde Farms, and Tandem Foods.. Provide a network of consumer-focused strategic relationships to Manna Tree’s network through existing relationships with emerging companies in our target markets, notably outside of food and beverage, to include investment banking relationships, in addition to venture capital and growth equity relationships.. Serve as needed as a formal board member on investments made by Manna Tree.. 12-15+ years of finance experience in an operating role, private equity, or investment banking; strong track record of realized results in consumer products or related sectors preferred.. Operating experience that may include corporate development, M&A, and financial planning and analysis.
Our client is a $16bn global multi-strategy, multi-manager hedge fund with a track record spanning over 20 years.. They are looking for an Investment Analyst to join one of the most prestigious Industrials Investing teams at the fund.. As a Public Equity Investment Analyst with a specialized focus on industrial stocks, you will play a pivotal role in shaping the investment strategy and driving performance in this sector.. · Asset Valuation: Develop comprehensive valuation models to assess the intrinsic value of industrial stocks, utilizing various valuation methodologies, including DCF, comparable analysis, and NAV. · Market Analysis: Stay up-to-date with macroeconomic trends, interest rates, and industry developments that could impact industrial stocks, providing insights to the investment team.. · 1-5 years of work experience in equity research or investment banking
Finance / ControllerWe are seeking a highly skilled and experienced Finance / Controller.. The ideal candidate will possess a strong financial acumen and a proven track record in managing accounting operations, financial reporting, and compliance.. Key Responsibilities: Oversee all financial and accounting operations, including billing, accounts receivable, accounts payable, general ledger, and financial reporting.. Coordinate the preparation of regulatory reporting and ensure compliance with applicable standards and regulations.. Qualifications: Bachelor’s degree in Accounting, Finance, or related field; CPA or CMA preferred.
The Strategic Finance team provides financial insights and guidance to support the organization's long-term goals and strategies.. The GTM Strategic Finance team specializes in managing the financial performance of our B2B products and GTM functions, ensuring alignment between financial objectives and company strategy.. We are hiring a Strategic Finance Lead to own and manage the financial performance of our marketing efforts, directly supporting our Chief Marketing Officer.. 12+ total years of progressive experience in investment banking, private equity, venture capital, management consulting, or related fields, coupled with operational experience in a high growth, scaling company.. OpenAI is an AI research and deployment company dedicated to ensuring that general-purpose artificial intelligence benefits all of humanity.
Loan Investor Accounting includes accurate accounting and reporting related to a $4.6 billion loan portfolio, daily/monthly/quarterly reporting for FNMA, GNMA, Freddie Mac, and other loan investors, account reconciliations, and audit functions.. Grant Accounting includes accurate accounting and reporting for approximately 40 different grant programs funded by HUD, Treasury, the State of Rhode Island, 3rd parties, and RI Housing - each with different regulations, reporting requirements, system needs, account reconciliations, and audit functions.. Experience with and understanding of fund and grant accounting.. Expert proficiency with accounting, budgeting, and reporting systemsBachelor’s degree in accounting, finance, or a related fieldA CPA, MBA, or advanced degree is strongly preferred.. Created by the General Assembly in 1973, RIHousing is a privately funded public purpose corporation.
As a Treasury Intern at Bradesco Bank, you will play a pivotal role in managing the Bank's cash flow, investments, and financial risk.. Reporting to the Treasury Desk Funding Officer, you will collaborate closely with various departments to ensure efficient cash management, optimize investment opportunities, and mitigate financial risks.. Prepare accurate and timely reports on cash flow, liquidity, and investment activities for management and external stakeholders.. Monitor daily cash balances and forecast cash flow to ensure adequate liquidity for operating needs.. Help develop and implement hedging strategies to mitigate exposure to market risks, such as interest rate swaps or currency forwards.
American Vanguard was founded in 1969 and is a $600M diversified agricultural and specialty products company focusing on crop protection, turf and ornamental markets, and public health applications.. We are seeking a Treasury Analyst with strong analytical skills and experience to add significant value to the transformation of our organization including implementing improved treasury processes.. 3+ years of corporate treasury experience, preferably at a public company, including cash forecasting, SOX compliance, and investment reporting. In-depth knowledge of bank services, cash management structures, account administration, payment processing, and liquidity optimization. Our offices are directly across from Orange County Airport (SNA) on the border of Newport Beach and Irvine.
Treasury Banking Manager, Strategic Initiatives. We are seeking an experienced Treasury Banking Manager to join our Strategic Initiatives division in New York, #Remote.. Develop and maintain a relationship management framework and cadence for all banks, ensuring a consistent approach across the Treasury team and broader Finance team.. Develop and implement strategies to optimize Treasury's banking structure, liquidity management, and cash flow allocation.. Provide advice and recommendations to the Group Treasurer on complex banking and finance matters, and collaborate to identify and escalate pricing opportunities and challenges.