Collecting information
Organizing data
Additionally, maintaining up-to-date departmental procedures supports both internal controls and readiness for external audits, reinforcing the organization's commitment to operational excellence and regulatory compliance.. Participate in system testing on cash processes to ensure accounting interfaces between the admin systems, the general ledger, and the reconciliation system are successfully implemented.. Support the unclaimed property/escheatment function to ensure case data is gathered and assembled for reporting based on state guidelines and regulatory requirements.. Assist in internal and external audits as well as unclaimed property regulatory state exams to complete audit deliverables in a timely manner.. Prepare and compile supporting documentation with the Legal Department to work with the banks to report and resolve suspicious activities or fraudulent claims.
Responsible for spreading and analyzing financial statements, addressing industry risks, collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and loan presentations. Responsible for relationship portfolio management, conducting relationship reviews and recommending products and services that meet financial needs. Requires a bachelor's degree in banking, finance or a related field and 8+ years business banking lending, credit analysis or other directly related experience. Expert knowledge of business and commercial banking, credit analysis, lending, and loan processing. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Conducts detailed account reconciliations for cash, investments, fixed assets, accounts receivable, accounts payable, and other balance sheet accounts.. Collaborates with finance, operations, and leadership teams to optimize financial processes, improve efficiencies, and enhance reporting capabilities.. Expertise in financial systems, accounting software, ERP systems, and Microsoft Excel.. Certified Public Accountant (CPA) required or. If you are an applicant with a mental or physical disability who needs a reasonable accommodation for any part of the application or hiring process, contact the director of Human Resources at the facility to which you are seeking employment; Simply go to to obtain the main telephone number of the facility and ask for Human Resources.
Portfolio Manager Team Lead. The Portfolio Manager will support Commercial Banking Executives in the origination of new loans and management of credit portfolio.. This role will work closely with the origination team and credit risk management in structuring transactions, reviewing and analyzing financial statements, conducting due diligence, assessing credit risk, preparing deal screen presentations, and monitoring and managing the credit portfolio.. Attend meetings and/or conference calls on transactions, lead due diligence discussions and develop deal indicative term sheets and deal screen presentations.. Three or more years of underwriting and account management experience, preferably within a commercial lending environment.
The Vice President, Hospitality Finance & Controller plays a critical leadership role in shaping and executing the financial strategy for Turnberry's Hospitality portfolio across owned and affiliated properties in Florida and Nashville.. Reporting directly to the EVP of Hospitality Operations, with a dotted line to the SVP of Corporate Controller, this position oversees financial operations at both the strategic and asset levels.. The role encompasses performance evaluation, asset-level accounting, capital and liquidity management, financial reporting, system administration, and internal controls.. Hotel Accounting Oversight. Oversee daily revenue reconciliation (night audit, POS integration, merchant services)
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.
As a Sr. Manager, Global Treasury, you will be responsible for overseeing day-to-day global cash management and assisting the Senior Director of Treasury with Global Treasury projects such as global bank account structure and services, cash pooling, foreign exchange and interest rate risk management, corporate cards, and strategies to improve working capital.. Partner with cross-functional teams to ensure Treasury operations are positioned to serve the long-term strategic needs of the company, manage Treasury policies, procedures, and internal controls.. Help implement a Treasury Management System (TMS) leveraging the full functionality of the system to improve the efficiency of treasury operations, automate processes, integrate the TMS with other financial systems, ensure data accuracy and integrity, and train staff in best practices for using the system.. Experience with fx hedging, treasury management systems, supply chain finance, and corporate cards preferred. Certifications: CTP (Certified Treasury Professional), or similar are a plus.
Overview Our client, a well-established nonprofit organization serving older adults, is seeking a Senior Director of Finance to oversee the full scope of its financial operations.. This leadership role drives financial strategy, daily accounting activities, and long-term planning, and reports directly to the Executive VP of Finance/CFO. You will work closely with senior leadership to guide budgeting, financial reporting, compliance, and systems improvements across multiple entities.. Manage and upgrade accounting software and financial systems; suggest and implement process improvements. Lead the annual external audit process, including preparation of consolidated financial statements and footnotes. Maintain compliance with GAAP, donor restrictions, grant requirements, and debt covenants
We are seeking a highly motivated and strategic Director of Finance to lead our financial operations, drive business performance, and provide actionable insights to senior leadership.. Partner with leadership team to evaluate investment opportunities and strategic initiatives. Implement and enhance internal controls, policies, and procedures. Bachelor's degree in Accounting, Finance, or related field (CPA or MBA preferred). Hands-on experience with ERP/accounting systems and financial modeling
Business Owner/Director of Business Operations/Consultant/Recruiter Our Client a large financial investment firm is seeking a Senior Corporate Accounting Manager to add to their team in Coral Gables, FL. This individual will be part of the Corporate accounting team and will oversee financial operations, ensure compliance, and support strategic initiatives within the management company structure.. This individual will work closely with the Senior Controller, CAO, CFO, and other finance team members to maintain accurate financial records.. 8+ years of relevant experience, ideally with a combination of public accounting (Big 4 or mid-tier) and private equity/asset management industry experience. Experience with accounting and financial reporting software (e.g., Oracle, Workday Financials, Workiva and Excel). Experience in private equity, hedge funds, or alternative asset management
While each association is owned by its local farmers and ranchers, they collaborate by pooling resources, expertise, and talent to provide affordable credit, crop insurance, and financial services.. Our associations are united by a common mission and commitment to serving rural America and supporting each other, which drives the success of the farmers, ranchers, and agribusiness we serve.. We are seeking a Credit Officer to join our Capital Markets Underwriting Team to provide analysis and underwriting for capital market loans.. Responsible for underwriting activities within the capital markets portfolio.. Establish and maintain sound credit administration.
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
As a member of the Audit team, the candidate will have the opportunity to perform professional internal auditing work on audits of Second Line Risk Management, including areas such as Risk and Control Methodology, Risk Identification, Risk Appetite, Issue and Event Management, and Third Party Risk Management.. This role will be hired as a Capital One associate with a near-term focus on audit execution and delivery for Discover Financial Services as part of our integration effort.. Certified Internal Auditor (CIA), or Certified Public Accountant (CPA), or Certified Third Party Risk Professional (CTPRP) certification, or Operational Resilience Certification, or Accredited Payments Risk Professional (APRP).. 10+ years of experience in auditing one or a combination of the following areas: risk management, consumer compliance, banking or financial services.. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI).
The Chief Financial Officer (CFO) is responsible for Habitat for Humanity International's overall financial strategy and management.. Financial modeling and analysis — Develop and maintain sophisticated financial models to evaluate strategic initiatives, capital projects, funding opportunities, and long-term sustainability.. Cash flow and treasury management — Monitor cash flow, liquidity, and investment strategies to ensure financial stability and support operational needs.. Certified Public Accountant (CPA) designation preferred.. Non-profit Organizations and Construction
Overview JOB TITLE: Treasury Analyst. The Opportunity Our client is seeking an experienced Treasury Analyst to join our Treasury Operations team.. 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 ideal candidate brings a mix of strategic storytelling, analytical rigor, and the ability to leverage technology to scale IR communications, reporting, and investor engagement. Provide internal feedback on investor concerns, market dynamics, and valuation implications to inform corporate strategy. Identify and implement technology and tools to streamline reporting, track investor interactions, and analyze market data. 10+ years of experience in investor relations, equity research, investment banking, or corporate finance, ideally in high-growth tech. Strong financial literacy and modeling capability with the ability to translate numbers into strategic insights.
While each association is owned by its local farmers and ranchers, they collaborate by pooling resources, expertise, and talent to provide affordable credit, crop insurance, and financial services.. Our associations are united by a common mission and commitment to serving rural America and supporting each other, which drives the success of the farmers, ranchers, and agribusiness we serve.. We are seeking a Credit Officer to join our Capital Markets Underwriting Team to provide analysis and underwriting for capital market loans.. Establish and maintain sound credit administration.. Certification and Technical Requirements CFA or CPA preferred
The Director of Finance, Reporting & Planning plays a central role in the financial management of GI Alliance, overseeing budgeting, forecasting, and consolidated financial reporting.. 7+ years of experience in financial planning & analysis, corporate finance, or financial reporting, with at least 3 years in a multisite provider, MSO, or related healthcare environment.. Proficiency with enterprise planning and reporting tools (e.g., Adaptive Insights, NetSuite, Power BI, Excel).. Proficiency in financial systems (e.g., Oracle, SAP, Anaplan), reporting tools (e.g., Power BI, Tableau), and data platforms.. Strong understanding of healthcare finance, provider performance metrics, revenue cycle management, and payer dynamics.