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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
Investment Banking Summer Analysts (part of the Capital Markets & Advisory area) are givena high levelof responsibility on matters of business significance in a specific industry or product-focused team.. Summer Analyst s work with a variety of financial products , including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time.. Summer Analyst s are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product and presentations, and participation in drafting sessions, new business proposal sessions, and due diligence meetings.. Provide meaningful input to equity offerings, valuations, private placements, mergers and acquisitions advisories.. Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity.
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
Senior Treasury Accountant Bookmark this Posting Print Preview | Apply for this Job. Job Title Senior Treasury Accountant. Position Title Senior Treasury Accountant. The Senior Treasury Accountant is a critical role within our finance team, responsible for managing the company’s cash flow, investments, and banking relationships.. Do you have a strong understanding of treasury operations, cash management, and investments?
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.
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
Real Estate – Director of Finance.. We are seeking a director responsible for overseeing the company's Corporate Finance and Fund Accounting teams. Reporting directly to the Chief Financial Officer, this role provides accounting and reporting oversight for corporate entities, private equity investments, direct real estate investments, and supports the general accounting and reporting functions related to the firm's real estate investment funds. Oversee corporate accounting, financial reporting, tax reporting, private equity investments, and real estate investments. Manage involvement in main real estate funds and internal controls work.
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 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.
Outreach: Building Healthy Lives is seeking a Sr. Director of Finance , a key member of the financial leadership team, to work closely with the Chief Financial Officer (CFO) to ensure the financial health and sustainability of Outreach.. Partner with the Development Team to provide financial data and insights for grant applications, donor relations, and fundraising initiatives.. Director of Billing and Collections: supervises billing and collections; ensures accurate coding and billing; implements and maintains billing procedures; manages collections and analyzes data for process improvements.. Proficiency in financial software and tools (e.g., Intacct, Excel). Industries: Non-profit Organizations
Join to apply for the Senior Associate for Portfolio Management, Top Tier Investment Manager, La Jolla, California, USA role at PER. Retrieve, clean, and structure data efficiently through MySQL, Python, and R; familiarity with Power BI is a plus. Extensive experience in quantitative research, risk modeling, portfolio construction, or performance attribution within the financial industry. Advanced degree (Bachelor’s, Master’s, or Ph. D.) in mathematics, statistics, biostatistics, econometrics, or a related quantitative discipline. Industries Venture Capital and Private Equity Principals
The Chief Financial Officer (CFO) is a key member of the executive leadership team, responsible for overseeing the financial operations, strategy, and risk management of the bank.. Accountable for complying with all Bank Secrecy Act and Anti Money Laundering regulations, bank policies and procedures.. Responsible for knowing and complying with all Federal Regulations and bank policies/procedures including the Bank Secrecy Act and CIP.. Optimize funding sources and oversee treasury operations. Familiarity with regulatory frameworks such as SOX, Dodd-Frank.
Senior Investment Banker - Capital Markets & Advisory Full-time. Established in 1982, The Buckingham Research Group is a New York based registered broker-dealer dedicated to providing high quality "value-add" equity research.. Lead the execution of M&A and restructuring transactions. Qualifications Minimum of ten years relevant experience in investment banking and strategic advisory. Extensive experience with mergers and acquisitions, capital raising, relationship management, business development, corporate finance and corporate strategy
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.
Overview In this role, you will take ownership of core global cash management processes, ensuring accurate liquidity execution, safeguarding cash controls, and contributing to operational improvements across the Treasury function.. Assist with all aspects of bank account management worldwide, including account openings, closures, signatory updates, and compliance with KYC requests.. Support M&A integration efforts, ensuring Treasury Services processes are seamlessly incorporated.. Support audits, internal control testing, and regulatory reporting for Treasury Operations. Strong knowledge of banking systems including Treasury Management Systems (Kyriba preferred), financial systems and software, payment methods and bank connectivity, and Treasury governance.
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.
This senior Banker will also be responsible for cross-selling the full suite of Citizen’s Capital Markets, Global Markets, and Treasury Management products.. Actively partner with portfolio management, corporate finance, capital markets, and risk management.. Responsible for driving the overall client relationship and profitability and will be cross-selling the full slate of bank products.. Business Development Director - Market Access Intelligence Director of Business Development, Higher Education Director, Business Development - 1898 & Co. Philadelphia, PA $105,000.00-$135,000.00 3 weeks ago. Business Development Director, Ecosystem, Arc Greater Philadelphia $195,000.00-$252,500.00 1 week ago
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.)
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 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.