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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
As the Corporate Development & De Novo Strategy Leader, this position will be responsible for driving the Company's growth and expansion efforts, focusing on identifying, evaluating and executing mergers, acquisitions, strategic partnerships, and developing de novo locations.. This role works closely with the Chief Growth Officer (CGO) and the Executive team to shape corporate development strategy, financial modeling, deal structuring, due diligence and post-merger integration.. Drive expansion of DOCS’ footprint through a mix of De Novo dermatology clinic builds and add-on M&A. Partner with Physician Recruitment to recruit new providers to staff DOCS De Novo clinics. Minimum five (5) to seven (7) years’ experience in investment banking, M&A, transaction advisory services or corporate development.
Carter Murray is working closely with an exciting wellbeing business in a fast passed growth industry to recruit an Investor Relations Associate.. This is an exceptional opportunity to join a forward-thinking firm and contribute to its capital-raising and investor relations efforts.. This position offers direct exposure to experienced professionals in private equity and venture capital within an entrepreneurial business with impressive growth plans.. Experience in investor relations, private equity, venture capital, investment banking, or a related financial services role.. Strong understanding of private equity structures and fundraising strategies.
We specialize in making intelligent, intensively researched investments focused on value-add multifamily acquisitions and developing state-of-the-art carwash properties within growing and opportunistic markets.. This immersive experience offers a deep dive into real estate private equity throughout the summer, providing ample opportunity to learn, grow, and contribute significantly to our projects.. Proactive Deal Sourcing: Actively participate in outreach efforts to identify and source potential deals, focusing on multifamily units and land development projects.. Passion for Real Estate Investment: Exhibits a profound interest and enthusiasm for the real estate private equity sector.. We're looking for those ready to dive deep into real estate investment, bringing fresh insights and a commitment to excellence.
Regulatory Reporting Data Quality Analyst - Commercial Banking. CIB, asset based lending (ABL), equipment finance. This particular role would sit within our client's Commercial Banking and Lending space, specifically on their regulatory Reporting Data Quality team.. They’re focused on FR Y-14Q document collection for schedules H1/H2 quarterly reporting to the Federal Reserve Bank. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law.
Financial Reporting: Prepare and analyze monthly, quarterly, and annual financial statements.. Budgeting and Forecasting: Develop, manage, and monitor budgets.. Internal Controls: Establish and enforce internal controls to safeguard company assets and ensure the integrity of financial data.. Cost Accounting: Oversee cost accounting operations, including the analysis of production costs, inventory valuation, and margin analysis.. Dynamics 365 and Power BI experience helpful.
The Sr. Accounting and Controls Analyst is responsible for the oversight of treasury management as well as the accounting and financial reporting for our 401(k) plan, Foundation, Delaware companies and four of our operating divisions: Corporate Support Center, Distribution Center, Cookie Factory and.. MAJOR RESPONSIBILITIESTreasury Management (40% of time): · Oversee the treasury management function which includes daily treasury management functions, weekly cash forecasting process, period end bank reconciliations for over 150 bank accounts, bank service fees analysis, and commercial bank relationship development and maintenance.. · Responsible for the accounting and monthly financial reporting for Eat ‘n Park Hospitality Foundation, Inc. (“the Foundation”).. Treasury Management experience desirable, but not required.. Eat’n Park Hospitality Group provides equal employment opportunities to all team members and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Discover’s Internal Audit Department (IAD) is committed to providing insightful perspectives, leveraging specialized talent, and delivering a refreshing experience to all of our stakeholders.. IAD is viewed as an integral part of Discover’s risk management framework and is valued by management as a trusted partner.. This position is ideal for self-starters with bank auditor experience, regulatory examiner experience or banking industry experience within risk management.. Audit experience within Banking, Accounting / Consulting, Regulatory Agencies, or Financial InstitutionsCertified Internal Auditor (CIA) or willing to obtainAdditional Certifications:CRCM, CPA. CFE, CAMS, American Bankers Association professional certificatesSix Sigma, STEM, or Business, Risk, Compliance, or Audit related certificationsCompensation:The base pay for this position generally ranges between $74,000.00 to $124,800.00.
Opportunity:WIND Ventures is located in San Francisco, CA and is the strategic venture capital arm for COPEC, a leading energy, e-mobility and retail corporation and one of the most valued brands throughout Latin America (LatAm).. This is an opportunity to join the first global strategic venture capital program with strong ties to the appealing LatAm growth markets.. COPEC is part of the second largest corporation in Chile with an extensive network of fueling stations, convenience retail stores and related B2B and B2C services throughout LatAm and the US. WIND Ventures aims to continue building a sizable investment portfolio of strategic startups and scaleups where COPEC's significant resources accelerate the exploration or realization of new growth via its ‘unfair access' to Latin America value proposition to global Founders.. The role will include investment strategy input, sourcing, evaluation, development of investment memoranda, negotiation, execution, portfolio management, performance reporting, and exits of deals.. Depending on experience, it will include holding multiple Board Observer or Board positions in WIND Ventures portfolio companies and actively contributing to portfolio company governance, strategy, and managing relationships with co-investors and company management.
To support our extraordinary teams who build great products and contribute to our growth, we’re looking to add a Director, Treasury Risk Management located in San Jose, CA or Austin, TX.. Reporting to the Vice President, Assistant Treasurer, the Director, Treasury Risk Management will manage the company’s insurance risk management program by identifying, quantifying, controlling and monitoring insurance-related exposures along with maintaining positive working relationships with insurance brokers and underwriters.. The position will have direct responsibility for a full time Risk Analyst.. Manage, maintain and update the company’s Risk Management Information System (RMIS) to ensure accurate data input and management reporting.. Support internal business growth by providing potential insurance solutions to complex customer requirements, e.g. warranty, product recall, surety bonds, stock throughput and other lines of coverage.
Poole College of Management has four academic departments: Accounting, Business Management, Economics, and Management, Innovation, and Entrepreneurship.. The college houses six initiatives fostering research, learning, and corporate engagement: Business Analytics Initiative, Business Sustainability Collaborative, Enterprise Risk Management Initiative, Entrepreneurship Clinic, Entrepreneurship Collaborative, and Supply Chain Resource Cooperative.. We seek an enthusiastic and dedicated educator to join our Finance Department and contribute to the academic success of our undergraduate students.. Applicants must have extensive knowledge of financial decision-making by businesses, including advanced theory and practice in evaluating financial statements, capital budgeting, cash flow management, and debt and equity valuation.. Final candidates are subject to criminal & sex offender background checks.
Citi does business in more than 100 countries, providing consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.. Contributes to the design, roll-out and governance of transformation initiatives for Market Risk RWA.. Work experience in Basel teams and have knowledge of Basel III Market Risk RWA and Fundamental Review of Trading Book (FRTB).. Direct experience with Market Risk RWA calculation and reporting.. Relevant experience in regulatory reporting, capital management or risk management roles.
The Senior Analyst, Finance & Treasury is responsible for executing analytical and strategic initiatives for key areas of Treasury and Finance at Ross Stores.. Primary responsibilities include assisting with budgeting and forecasting of Treasury-owned expenses (mostly credit, debit, and gift card merchant fees), card payment reporting and analytics, tracking consumer payment trends, cash forecasting, and being the key liaison with card payment vendors including our payment processor.. The Senior Analyst will report to the Director of Treasury but will frequently interact with the Finance Leadership team including the Chief Accounting Officer and the Chief Financial Officer.. Execute the monthly indirect cash forecast while working with cross-functional teams to consolidate forecast inputs, and partner with Treasury Operations team on their direct cash forecast monthly.. Perform as the key liaison with our payment processor, various card networks, gift card providers, card issuing banks, and other card payment vendors.
ecoplexus.com ) is a rapidly growing renewable energy development firm headquartered in San Francisco, with offices in North Carolina, Dallas, Mexico City, and Tokyo.. The Company primarily focuses on utility scale solar, solar & storage, and stand-along storage development.. Based in the U.S. (remote), the Associate will assist Ecoplexus' U.S. based project finance and development teams by performing & coordinating financial analysis related to project acquisitions and development, modeling debt and tax equity financial structures, and managing closing activities for project M&A, debt, and tax equity financings.. Assignments will include modeling project economics, auditing analyst work products, organizing project due diligence, managing relationships with lenders, tax equity investors, and consultants, and coordinating with internal teams to support contract negotiation and closing processes.. The ideal candidate will have the following: Solid understanding of project finance concepts, debt & tax equity structures, and deal execution Strong quantitative aptitude with advanced Excel and modeling skills, VBA and SQL skills a plus.
The Summer Analyst Internship program offers an opportunity for college undergraduates interested in finance and corporate / investment banking to actively participate in this fast-paced and challenging industry.. Liaise among various internal and external stakeholders including middle and back office, Agent Banks and participating Banks involved on the ongoing portfolio management of loan transactions.. Engage in shadowing opportunities which include collaborating with senior and junior mentors, completing assigned projects, attending meetings, giving presentations, participating in formal training, attending speaker series, networking, and social events.. Technical Knowledge Advanced knowledge of major computer applications including Excel, PowerPoint and Word, knowledge of finance applications (Bloomberg, CapitalIQ, etc. Some financial modelling skills, ideally project finance modelling.
- $ 155,000.00 + Bonus Position OverviewWe are seeking an experienced and strategic Risk Control Manager or Director to lead and oversee the company’s risk management initiatives.. This critical role will focus on managing and mitigating financial and operational risks, specifically through hedging copper inventory, energy costs (gas and electricity), managing insurance coverage, and overseeing workers' compensation insurance programs.. Commodity Risk Management Develop and execute daily hedging strategies for copper inventory to mitigate exposure to price volatility.. Conduct risk evaluations for major capital investments, mergers, acquisitions, and other financial initiatives.. Skills and Competencies: Strong understanding of commodity and energy markets, hedging instruments, and risk mitigation strategies.
Marin Community Clinics is seeking a Compliance & Risk Management Coordinator/Project Manager to support the organization’s enterprise risk management (ERM) strategy, ensuring compliance with HRSA, FTCA, PCMH, HIPAA, and state/federal healthcare regulations.. Support the development and implementation of an Enterprise Risk Management (ERM) framework, ensuring risks are identified, assessed, and mitigated across all departments.. Ensure adherence to HRSA, FTCA, HIPAA, OSHA, California state laws, and FQHC-specific regulatory requirements.. Support contract review and vendor risk management efforts to ensure regulatory compliance and financial integrity.. Strong knowledge of HRSA, FTCA, PCMH, HIPAA, OSHA, and federal/state healthcare regulations.
We are seeking a highly skilled Treasury Leader to drive our cash management strategy and improve treasury operations.. Develop best in class cash operations: evaluate new banking products and services, continue evolving global cash management strategy to align with company's strategic visions. Keep current on regulatory developments and requirements and lead adoption and compliance (ex: FBAR, FATCA, DF, etc).. CTP certification preferred.. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike.
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
Trusted by more than 400,000 drivers, 100,000 carriers, and 2,000 truck stops nationwide, Relay has brought efficiency and automation to an industry historically reliant on cash, checks, and cards.. Relay has joined forces with industry leaders like Pilot Company, Maverik, Schneider, Coyote Logistics, Lineage Logistics, and others to provide secure, reliable over-the-road transactions.. We are a proud sponsor of NASCAR and William Byron from Hendrick Motorsports for 2024.. Serving as a key member of our finance team by driving financial insights, forecasting, and strategic planning to support business growth, Relay Payments is seeking our next Financial Planning & Analysis (FP&A) Manager to join us in Atlanta, GA. The Finance Manager will partner with senior leadership to enhance decision-making through data-driven analysis and financial modeling.. About You Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CFA preferred).