Collecting information
Organizing data
The Business Analyst will work closely with their business line director to focus on building and monitoring financial models for project financing options and alternative investments. Provide financial analysis and support for various projects, including feasibility studies, strategic partnerships, new business ventures, alternative investments, and strategic initiatives. Build and maintain financial models for project finance and alternative investments, including cash flow projections, balance sheet analysis, and capital expenditure forecasting. Proven experience in financial analysis, with a focus on project finance and alternative investments. Experience in private equity, infrastructure investment, or investment banking preferred.
Branch Manager Retail Banking page is loaded. The Branch Manager is vital in driving the branch towards achieving success across key areas including sales initiatives, consumer and commercial banking management, customer service, operational management, and community involvement.. Responsible for partnering with commercial lenders and treasury sales teams in a collaborative environment to deliver the best product and services solutions.. May process transactions and account maintenance activities including processing daily transactions, opening a cash drawer, balancing the ATM, Wire Transfers, and/or acting as a back-up for the vault banker.. With a footprint spanning the state of California, we serve individuals, small and middle-market businesses, and large corporations with a full range of banking, wealth management and other financial products and services.
Element Solutions is seeking a dynamic Treasury Director to lead core Treasury operations with a strong emphasis on FX risk management, investment governance, debt compliance, and strategic Treasury reporting.. This role will lead cross-functional collaboration with FP&A, Tax, Legal, and Finance Shared Services while driving Treasury transformation, policy compliance, and strategic liquidity management.. Treasury Strategy & Risk Leadership: Partner with the Treasurer to align FX, liquidity, and investment strategies with broader financial objectives.. Govern FX policy and ensure SOX/audit compliance, including documentation, MTM, and forward point analytics.. Proficiency in Bloomberg, Power BI, and Treasury Management Systems (e.g., Kyriba)
They provide consumers, corporations, governments and institutions with financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.. Major Global Bank is undergoing an exercise to review the controls that it has in place against various 'permissibility' and 'risk management' regulations and to enhance these controls as necessary.. Assist with partnering across the firm to determine appropriate metrics and governance forums to provide oversight of these regulations.. Must be a lawyer, with minimum of 5 years' experience of these regulations.. Prior success working in a large, highly-matrix and complex organization; able to set priorities and 'triage' in a fast-paced, dynamic environment.
Join to apply for the Director, Commercial Portfolio Management role at Wright-Patt Credit Union. Directs WPCU’s Member Business Services (MBS) portfolio management program and collecting on commercial loans, including developing strategies, tactics, and plans, and achieving overall performance, service, and profitability targets as established by senior management.. Proactively identifies at-risk loan relationships through ongoing portfolio monitoring efforts, including delinquency monitoring, covenant performance, lien and lawsuit monitoring, insurance monitoring and monitoring payment of real estate taxes.. Recruits, supervises, coaches, and regularly reviews the performance of Partners working in MBS portfolio management.. At least seven years’ experience in commercial loan credit, collections and/or portfolio management financial services.
This role directs the preparation of financial statements, oversees the general ledger, accounts payable, accounts receivable, reconciliations, and ensures compliance with accounting standards.. Maintain and oversee the general ledger, ensuring accurate and timely reconciliations of accounts (A/R, A/P, prepaid expenses, grants, and contracts).. Oversee the allocation of staff time to grants and contracts, collaborating with program and HR teams to support accurate billing and optimize restricted funding utilization.. Strong proficiency with MS Excel and finance software such as Ramp, QuickBooks, Sage Intact, and Replicon.. In your response, walk us through the processes you have overseen directly — including accounts payable, accounts receivable, payroll, restricted funds and grant tracking, monthly and year-end close, and preparation for audits.
Our firm is a leading middle market investment bank and full service broker-dealer.. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring.. Since 2019, the middle market bank's ECM team has executed over 200 Active Book run or Lead Placement Agent transactions for its corporate clients.. Our Equity Capital Markets team is actively looking for a Director / VP for our New York office.
In this role, you will be expected to make substantial contributions to analyses that will inform the firm’s investment (acquisition), development and asset management decisions across all asset classes.. Assist in preparing financing packages for lenders, investors, and joint venture partners.. Industries Real Estate, Venture Capital and Private Equity Principals, and Investment Management. Asset & Wealth Management, Private, Credit Facility Management, Vice President, Dallas Dallas, TX $125,000.00-$175,000.00 2 weeks ago. Director of Real Estate Operations, Restaurant Division Asset & Wealth Management - Client Service Platforms - Head of Product - Dallas - Vice President Director of Operations (Dallas Area Preferred) Director of Facilities and Transportation Dallas-Fort Worth Metroplex $125,000.00-$145,000.00 2 weeks ago
Reformation is seeking a Treasury Manager who will drive strategic treasury functions with ownership and execution responsibilities across cash management, forecasting, banking relationships, and risk management – ultimately helping to establish a scalable and dynamic Treasury function as the business grows rapidly and internationally.. Maintain foreign exchange and interest rate hedging processes and policies on an as-needed basis. Lead automation projects to increase accuracy and efficiency in treasury operations. Experience supporting treasury operations and / or implementing a treasury management solution within a global, publicly traded consumer or retail company is a plus. Experience with data transformation tools (e.g., PowerQuery) and visualization tools (e.g., Looker) are a plus.
The Sr. Finance Analyst performs general accounting and finance function activities.. This position reports to the Director of Finance.. Assist with SEC reporting (annual 10-K, quarterly 10-Q and other periodic filings).. Assist with ad-hoc projects supporting the Director of Finance and Controller.. The total compensation package for this position will also include incentive compensation and benefits such as health insurance, unlimited paid time off, parental leave, a 401k matching program, and other benefits to its employees.
Cross sells Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.). Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.. 3+ years of investment banking or valuation experience at a financial analyst level.. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Zack Financial is a boutique advisory and CPA firm specializing in private equity, fund management, M&A, accounting, finance, ERPs, infrastructure, implementations, financial modeling.. The Role About Us Zack Financial is a boutique advisory and CPA firm specializing in private equity, fund management, M&A, accounting, finance, ERPs, infrastructure, implementations, financial modeling.. 8+ years of experience in public accounting, private equity, fund administration, or corporate finance.. Investor / Founder - ANTI Hangover Drink - Miami Tax Partner - Mergers & Acquisitions (Private Equity) West Palm Beach, FL $170,000.00-$300,000.00 2 weeks ago. Tax Partner- Private Client Services (PCS) Tax Partner- Private Client Services (PCS) Tax Partner- Private Client Services (PCS) Chief Financial Officer – Middle Market B2B Distribution & Services – Private Equity, 78938 Group Assistant Chief Financial Officer- Palm Beach Group Associate Chief Medical Officer, Jackson Memorial Hospital, Full time, Days Chief Nursing Officer - St. Mary's Medical Center Partner Assistance - Inbound Trade Sales Miami, FL $79,303.00-$105,737.00 1 week ago
Dayforce is a global human capital management (HCM) company headquartered in Toronto, Ontario, and Minneapolis, Minnesota, with operations across North America, Europe, Middle East, Africa (EMEA), and the Asia Pacific Japan (APJ) region.. Ensures compliance with SOX controls, FBAR, FATCA, anti-money laundering regulations, and other rules governing cash transactions and banking.. Solid foundation in treasury operations, practices including daily cash management operations, risk management, cash flow forecasting, capital markets, and banking operations, systems, and technology.. Knowledge of domestic and international cash management, forecasting, investments, and foreign exchange.. With a commitment to community impact, including volunteer days and our charity, Dayforce Cares, we provide opportunities for you to thrive both in your career and personal life.
Vice President of Finance - Northfield Park The SHOW Comes Alive At MGM Resorts International. The Vice President of Finance plays a critical role in supporting the Senior Vice President of Corporate Finance and the Chief Financial Officer in executing key financial initiatives, policies, and processes at MGM Resorts International.. Support senior leadership in evaluating and executing capital markets transactions, mergers and acquisitions, and business development opportunities.. They possess a Bachelor’s degree or equivalent experience in Finance or Accounting, with a minimum of six years in a senior or upper management finance role.. Candidates should have 3 to 5 years of prior experience in investment banking and/or strategic consulting, demonstrating expertise in capital markets, mergers and acquisitions, and financial modeling.
Proactively generate value-add ideas such as customer / acquisition introductions, security repricing and capital structure optimization based on credit performance, KPI trendlines, capital markets and macroeconomic factors. Lead drafting and presentation of internal amendment and financing memoranda for relevant approvals from Chief Credit Officer and Investment Committee. Maintain historical portfolio company financial, capital structure and qualitative attributes in firm data management platforms (S&P Global iLEVEL and WSO). Oversee the preparation of quarterly credit reviews and semi-annual private equity operating reviews and analysis of portfolio company financial statements. Required Qualifications: 6+ years of relevant experience at a private equity or private credit firm within the portfolio management group, a restructuring advisory firm, or a bank workout group
Validation of Obligor Risk Ratings, Basel III parameters (LGDs), other financial metrics. The department oversees the enterprise, strategic, credit, market, liquidity, operational, model, and other risks of the corporate and investment banking business activities. Within the Risk Management Department, the Credit Risk Department oversees the management of credit related to corporates, financial institutions and sovereign counterparties as well as country risk for the SG Group's activities. derivative and hedging exposures associated with any of the above. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.
Overview Join to apply for the Team Lead Portfolio Management, Commercial Banking role at Wintrust Commercial Banking.. Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses.. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois.. What You'll Do Primary responsibilities include assignment, management, and prioritization of ongoing workflow, mentoring Portfolio Managers and Credit Analysts by auditing work products and providing feedback, while contributing to the organizational development of employees through 1:1 interactions, active career planning and mentorship, and delivery of timely and accurate feedback. Direct portfolio management responsibilities include gathering, analyzing and testing all business and personal financial data collected for the purpose of monitoring the loan relationship while performing portfolio management tasks including the underwriting of annual reviews and renewals, completing covenant testing verifications, managing reporting and documentation exceptions, and ensuring the loan portfolio is accurately risk rated
Backed by top investors in AI and crypto, including Binance Labs, Pantera Capital, Polychain Capital, Sequoia Capital, Samsung, Matrix Partners, and many more, Sahara AI continues to push the boundaries of decentralized AI. Today, Sahara AI is trusted by 35+ leading tech innovators and research institutions, such as Microsoft, Amazon, MIT, Motherson Group, and Snap. Learn more at saharalabs.ai.. You’ll work directly with the leadership team and be involved in everything from investor reporting to setting up scalable financial operations.. Financial Planning & Analysis (FP&A). Support treasury operations for both fiat and crypto assets, including wallets, custody, and transfers.. Strategic finance experience
The ideal candidate will have strong expertise in AI, machine learning, and data science, combined with a solid track record in venture capital or private equity investing.. Conduct deep market research on AI technologies, emerging trends, and industry-specific applications (e.g., healthcare, fintech, autonomous systems, etc. 5+ years of experience in investment management, venture capital, private equity, or a similar role with a focus on AI or related sectors.. Strong technical background with hands-on experience in AI, including proficiency in areas such as machine learning, deep learning, natural language processing, computer vision, or other AI subfields.. Industries Venture Capital and Private Equity Principals, Investment Management, and Investment Banking
This position will be primarily focused on designing and performing monthly audit tests and compliance tasks, working with an external Public Accounting firm, and aligning the compliance work with the Head of Treasury and Assistant Treasurer/Officer to sub-certify the annual attestation submitted to SEC as it relates to SEC-registered securitized debt transactions.. Lead collaboration between Public Accounting firm and Assistant Treasurer/Head of Treasury to design the processes, procedures, and tests related to the SEC compliance of publicly issued debt transactions.. Lead the documentation process of all audit work and resolve any findings which may arise during testing, including any related work with the Public Accounting firm and relevant PFS departments or an attestation officer.. Support other Treasury Operations duties, such as KYC and AUP reports with Public Accounting firm related to other external debt.. PCNA Legal Department