Collecting information
Organizing data
Join to apply for the VP of Financial Planning & Analysis ACE role at Access Holdings. Candidates (ACEs) join the ACE Program as senior team members of an Access portfolio company, directly supporting and reporting to C-Suite executives in key operational functions including Finance, M&A / Strategy, Development and Marketing.. ACEs will be well-positioned to move into a C-Suite position within one of Access' portfolio companies or on the Access investment team.. Hands-on experience leading financial analysis, financial modeling, forecasting, strategic planning, and budgeting; and ability to work with financial systems. Venture Capital and Private Equity Principals
Carta’s world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity.. We're looking for talented salespeople to join our Private Equity Fund Administration team.. As a member of the Fund Admin sales team, you’ll introduce top tier clients to our wide range of product offerings, including Fund Administration, portfolio management, reporting and analytics, investor management, investor portal, valuations, and data collection.. We offer a tech-focused investor portal to both the fund GPs/Admins and also their investors/LPs. Experience in venture capital, private equity, institutional investing, or wealth management preferred
A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses.. Liquidity & Working Capital Optimization. Compile findings into cogent and digestible spreadsheet templates and presentation slides. Possess financial modeling experience and basic understanding of financial statements, treasury and cash management, understand cause / effect relationships to the trial balance accounts. 2-4 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis.. We offer a range of liquidity opportunities to both limited and general partners, including secondaries, GP Stakes and co-investments across private markets.. Job Title: Blackstone Strategic Partners Vice President, Private Equity Venture Capital. Assist in fundraising activities by preparing materials, conducting market research and engaging with potential investors to communicate the value proposition of Blackstones secondary private equity strategies.. Minimum 5 years of experience using databases and tools such as Capital IQ, Preqin and other market intelligence platforms for comprehensive market research and data gathering.
Bachelor's and master's degree in accounting, finance, economics, applied mathematics, financial engineering, or other related field.. CFA, FRM, or PRM certified.. 10+ years of experience in valuations, leveraged finance, banking or risk management in a consulting/advisory role, preferably Big 4.. Perform valuations of financial instruments such as debentures with embedded derivatives, SAFE notes, structure products, contingent considerations, management equity plans and other complex securities. Prepare valuation reports in support of financial and tax reporting, disputes, taxation, corporate planning, mergers and acquisitions (M&A), and corporate governance
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.
We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy-out, Venture Capital, Real Estate and Fund-of- Funds.. For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services.. Standish Management LLC seeks Engagement Managers (multiple positions) for Treasury Management including managing the setup of wires for investments, distributions, invoice payments/Monitoring Cash flows; Respond to technical LP questions, as needed.. Apply alternative investments concepts specifically in partnership accounting, including private equity, venture capital, fund of funds, and/or real estate funds.. Must have 3 years of experience in the following skills: TreasuryManagement; Preparing 1099s; QuickBooks, Allvue and various other GL platforms; Partnership accounting; Preparation of financial statements; Capital Calls, Distributions and Allocations to investors; Fund accounting software; QuarterlyReporting to the Limited Partners; Private equity, venture capital, fund of funds, and/or real estate fund.
The Strategy & Transformation group at Waters Corporation supports the Executive Committee (EC) in the development and execution of enterprise strategy.. Consulting background strongly recommended, with at least 1 year of multi-project management (e.g. experienced McKInsey AP / BCG Principal). Prior experience in investment banking, private equity or corporate finance environment preferred. Prior experience in life sciences tools, diagnostics, med device, biopharma or other relevant industries preferred. Waters Corporation (NYSE: WAT), the world's leading specialty measurement company, has pioneered chromatography, mass spectrometry and thermal analysis innovations serving the life, materials
We are seeking a project finance professional with portfolio management experience to conduct credit analysis of project finance transactions.. MUFG’s project finance practice covers multiple verticals including power/renewable energy, oil and gas, infrastructure and Latin America.. Experience in analyzing/supporting project finance credits.. Credit experience in aviation finance or other structured finance (securitization, leasing) is a plus. Sound knowledge of finance, accounting, loan documentation and credit/structural risks in various project finance sectors
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)
Senior Fund Accountant Venture Capital / Private Equity.. A leading Bay Area venture capital firm (AUM $1B+) is looking for a Senior Fund Accountant to join its lean, high-performing finance team. This is a chance to work directly with the VP of Finance and CFO, gaining hands-on exposure to fund & management company accounting, investor reporting, and strategic finance initiatives in a collaborative, fast-moving environment. Assist with compliance filings (Form ADV, PF, 13F, FATCA, etc.. Contribute to quarterly investor reporting and financial analysis.
We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic and financial significance to boards of directors, management teams and shareholders—including mergers and acquisitions, strategic shareholder advisory, restructurings and capital structure.. Evercore also assists clients in raising public and private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals.. The Advisory Finance Controllership is a critical function within Evercore’s finance organization that ensures financial precision and strategic support through comprehensive forecasting, budgeting, revenue accounting, accounts receivable, and billing processes.. The Advisory Finance Controllership leverages advanced tools such as Workday Financial Management, Adaptive, and Anaplan, to drive financial transparency and operational efficiency in supporting Evercore’s investment banking strategic objectives.. The role will report to the Senior Managing Director of Investment Banking Finance.
The Treasury Manager (hybrid) is responsible for managing treasury activities for the company, including daily cash management and forecasting, banking operations and cash forecasting, and debt administration, and is an integral contributor to Treasury's forward-looking strategies.. Working Capital: Partners with accounts payable, accounts receivable and other relevant teams to manage working capital activities and appropriate reporting.. Innovation: Primary contact to support and advise on Treasury functions for transition to a Treasury Management System and the Company's transition to Workday ERP. Lead process improvement initiatives and assist in developing forward-looking strategies for the department related to banking structure, reporting, foreign exchange, regulatory changes etc.. Strong knowledge and understanding of banking operations and financial platforms.. HFM and/or Essbase experience.
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.
Prior i mm erse graduates have pursued further education opportunities or roles in technology, asset management, venture capital, start-ups, consulting and finance, etc.. MassMutual’s Strategy, Corporate Development, Consumer Insights, and Market Insights functions consist of high-caliber professionals from management consulting and investment banking backgrounds with deep functional expertise.. i mm erse aims to transform bright, enterprising graduates into confident, dynamic professionals with strong foundations in structured thinking, problem-solving, quantitative, and qualitative analysis.. Structure and communicate points of view to prove or disprove working assertions, making use of best practices in competitive, industry, and consumer research. Networking opportunities including access to Asian, Hispanic/Latinx, African American, Women, LGBTQ, veteran and Disability-focused Business Resource Groups
The firm’s Venture Capital Division is one of Canada’s largest sources of venture funding with investments and resources across the country and in a wide array of technology and industrial segments.. Our client is seeking to add a Director of Venture Capital who will be focused on the Cleantech sector.. The Director will proactively identify qualifying organizations, conduct extensive pre-investment due diligence and research, execute the investment transactions and then support the firms in reaching their potential.. Conduct due diligence including technical assessment, market research, business model analysis, customer and management reference checks.. Three to five years experience in venture capital, private equity, M&A, equity research, or corporate development or related activities.
Enables the team to meet the clients’ deposit, treasury management, risk, and other liquidity needs.. Communicate and deliver the treasury management sales vision in the market or segment by directing a cohesive, integrated sales team that partners closely with segment leadership and relationship managers. Direct Treasury Management sales initiatives including input on product offering, marketing, and delivery. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI).. Assistant Director of Finance & Budgeting (Local- Houston) Director of Financial Planning and Analysis Houston, TX $140,000.00-$170,000.00 3 weeks ago
The Vice President of Commercial Lending is responsible for providing strategic leadership and operational oversight of the credit union’s commercial lending programs, including commercial real estate (CRE) and small business lending (SBL).. Partner with the VP of Lending and Credit Administration to ensure consistency in underwriting, structuring, pricing, and portfolio management practices.. Oversee credit risk within the commercial portfolio by maintaining effective loan review, monitoring, and covenant compliance processes.. Collaborate with Marketing, Branch Operations, and Business Development to align commercial lending efforts with overall brand and service strategy.. We believe in the power of belonging – it’s in our DNA as a not-for-profit, member-owned cooperative.
We’re currently looking for a Strategic Finance Director to join our high-impact Finance team.. Lead financial due diligence, modeling, and valuation for mergers, acquisitions, and strategic investments.. 8+ years of experience in strategic finance, investment banking, corporate development, or management consulting.. Advanced Excel and financial modeling skills; familiarity with BI tools (e.g., Tableau, Power BI) preferred.. Family-forming benefits (IVF, Preservation, Adoption etc.)
Back Retail Banking Officer-Ring Road #41-8277 Elizabethtown, Kentucky, United States Apply Apply for this job now!. The Retail Banking Officer is also expected to actively initiate outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promoting of new and existing Retail banking relationships.. The Retail Banking Officer will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities in the specific community or market.. Educates bank team on uncovering opportunities to help advance financial wellness of customers.. The Retail Banking Officer is required to have a Nationwide Mortgage Licensing System (NMLS) registration within thirty days of hire.