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Reporting to the Director, Capital Markets, the Treasury Manager will drive strategic initiatives to manage foreign exchange and credit risks in addition to supporting analytics & forecasting activities for Palo Alto Networks Financial Services (PANFS).. Support enterprise foreign exchange and credit risk management by developing efficient processes to assess and manage exposures. Bachelor’s Degree with a concentration in Finance or Economics or equivalent military experience - MBA and/or CFA a plus. 6+ years’ experience in corporate finance, financial services, FP&A or Capital Markets/Treasury. Quantitative skill-set with experience modeling, reporting and visualization of large data sets (Advanced Excel skills, GCP, SQL, Tableau, etc)
We need A senior technical Business Analyst that has heavy financial/Capital Markets experience focused on Regulatory reporting/SME. The Candidate must have experience in a regulatory / compliance role (on the Asset Management side).. Candidate Must Have's on a resume and for submittal: How many years working with: Business Analyst How many years working with: Regulatory Reporting How many years working with: Risk Control How many years working with: Asset Management How many years working with: Broker-Dealer Job Description: Managers notes: Regulatory / compliance role (on the Asset Management side).. We are looking for CFTC Reg Reporting specialists consultant.. Business Analyst/Regulatory Reporting Integral Business Analyst role, responsibility for end-to-end of regulatory reporting obligations & risk assessments for global regulatory compliance across Citadel's Asset Management business, working alongside the Businesses, Compliance, Control & Technology teams.. Analyze core business & data processes to validate regulation application to Citadel's infrastructure, ensuring complete understanding of regulatory interpretation to controls.
International Insurance/Asset Management Firm is seeking an experienced Compliance Officer to ensure adherence to ethical standards, laws, and regulations across the firm's operations in the Americas.. Manage regulatory filings and support compliance-related internal investigations.. Oversee the implementation of information firewalls and clean team processes.. Support the implementation of cybersecurity measures and data privacy compliance.. Juris Doctorate from an accredited law school preferred.
With decades of experience, the organization is focused on delivering high-quality services while maintaining a commitment to sustainability and community impact.. This individual will oversee all financial functions, including planning, analysis, reporting, and compliance, while identifying opportunities for growth, efficiency, and operational excellence.. Planning & Analysis: Lead financial planning, budgeting, and forecasting processes to provide clear insights and recommendations.. Treasury & Capital Management: Oversee cash flow, investments, and capital allocation to support sustainable growth and maximize returns.. Expertise in financial management, including strategic planning, analysis, and compliance.
This person will play a pivotal role in shaping the bank's treasury, trust, and asset-liability management strategies.. This role involves developing and executing comprehensive Asset Liability Committee (ALCO) management strategies under the guidance of the CEO and Board of Directors.. Responsibilities also include capital management, investor relations, and managing key risk areas such as credit (bond portfolio), liquidity, interest rate sensitivity, and compliance within assigned functions.. ALCO Management: Recommend and implement strategic ALCO management strategies and tactics for the organization.. Extensive experience in ALCO management, treasury operations, and trust services.
Responsibilities:– Taking on key role within Operations Regulatory Reporting team to ensure execution & compliance of Firm Regulatory Reporting obligations.. being flexible with regards to multiple deadlines and projects and adapt quickly in a fluid environment.. – Develop and maintain policies and procedures, including the designing and documenting of process flows, business requirements, projects plans, etc.. – Keen eye for detail and the ability to manage multiple complex tasks.. – Desire to work in a team-oriented environment yet able to work independently, self-starter #JobSearch #JobHunt #JobOpening #Hiring #NowHiring #Resume #Job #Jobs #Careers #Employment #HR #HumanResources #momentumresourcesolutions #workwithpros #wecare #readytowork#technologyjobs #techjobs #ITjobs #hireme
This role is responsible for the overall management of a client’s portfolio once acquired acting as a primary point of contact for all portfolio management, servicing oversight, servicing transfer, and asset strategy deployed by the company on behalf of a client.. This may include but is not limited to coordinating servicing transfer, operational review, remittance reconciliation, data reconciliation, rendering workout decisions, identifying servicing performance irregularities or exceptions, and driving enhanced performance by a client’s servicer.. This may include quantitative and qualitative analysis, reviews of loan documentation and reporting, and assessing compliance with GSE and regulatory guidelines.. Regular client collaboration, servicer engagement, and reporting of portfolio performance is expected in conjunction with the other Asset Manager(s) assigned to a client under this role’s leadership is expected.. Ability to work with Excel performing VLOOKUP, pivot, and other functions to understand and reconcile dataRaise potential issues (performance, timeline, etc.)
Collaborate on special projects aligned with the Company's 2025 Strategy, leveraging digital transformation initiatives with a strong emphasis on data analytics to drive meaningful organizational impact and foster innovation.. Partner with external auditors to complete interim and year-end testing procedures, ensuring the accuracy of consolidated financial statements.. Preferred certifications include CPA, CIA, or CFE, with potential company support for ongoing or future certifications.. Strong understanding of auditing methodologies, internal controls, and Sarbanes-Oxley requirements.. Specific experience with SAP and data analysis tools such as Alteryx, Tableau, and RPA development is preferred.
The Director develops, oversees, and implements an organization-wide Enterprise risk management strategy that ensures the identification, assessment, and mitigation of risks that could negatively impact the organization's ability to achieve its objectives.. Lead the development and maintenance of the organization's Enterprise risk management business continuity plan.. Provide training and guidance to departments on Enterprise risk management business continuity best practices.. Lead and oversee a comprehensive vendor risk management program.. At least 7 years of experience in risk management, including business continuity planning and vendor risk management.
Responsible for all phases of financial analysis, including financial reporting, financial and operational analysis, ad-hoc reporting, budgeting, forecasting, and general ledger analysis.. Primary Duties and Responsibilities Assists in building and retaining a high-caliber professional team essential to a high performance organization.. Maintains current knowledge of the Medicaid managed care industry, and researches potential policies, practices, and trends.. Participates in meetings, serves on committees and represents the department and hospital/facility in community outreach efforts as appropriate.. Minimum Qualifications Education Bachelor's degree preferably in Finance or Accounting required and Master's degree in Business Administration, Health Administration or related field preferred Experience 5-7 years related experience required and Experience with healthcare finance required and Accounting managerial experience preferred Licenses and Certifications CPA (Certified Public Accountant) certification preferred Knowledge, Skills, and Abilities High level problem solving skills.
The Testing Manager of Internal Controls will be responsible for ensuring a strong internal control environment through the development of policies and procedures, ensuring implementation and monitoring compliance.. The position will work to foster standardization and consistency across Bunzl business processes and internal controls framework.. Formulate policies and procedures to improve internal controls, compliance and efficiency.. Assist in leading the process for internal controls implementation and reviews across Bunzl North America.. Actively seek standardization and automation, apply and implement best practices for managing internal controls and deploy innovative technology where possible to enhance and continuously improve the design and operating effectiveness of the controls, documentation, assessment and review procedures.
Controller – Alpharetta, GA Full-Time | Onsite Daily Our financial services client is looking for their first Controller to lead accounting and treasury functions.. If you're a Senior Accountant or Manager ready to level up, this is your chance!. Manage fiduciary accounts , reconciling $2B+ in annual tax remittances.. Handle ACH transactions, bank reconciliation, & currency conversions (USD, CAD, AUD, GBP, NZD).. Sales Tax experience required Expertise in QuickBooks, Microsoft Office, & financial systems.
National Community Investment Fund (NCIF; ) is a nonprofit Community Development Financial Institution (CDFI) formed in 1996 to increase access to responsible financial products and services in underserved communities.. NCIF achieves its mission via three complementary business lines:Equity Investing in mission-oriented Certified Development Financial Institutions (CDFI), Minority Depository Institutions (MDIs), and Mission-Oriented Financial Institutions (MOFIs) as agents of change across the US and its territories.. NCIF is the largest investor in the CDFI banking industry, with investments in ~10% of all certified CDFI Banks.. New Markets Tax Credits: Since 2003, NCIF has received over $401 million in NMTC allocations that are being deployed into real estate, operating companies, health care facilities, schools, other nonprofit, and for-profit impact-oriented businesses in partnership with local CDFI institutions; andLending: NCIF makes loans in partnership with CDFIs, MDIs, and MOFIs to enhance the impact of projects that benefit underserved communities.. 1-4 years in accounting, finance, asset management, or real estate; familiarity with CDFI, NMTC, or lending compliance is a plus.
Collaborate on special projects aligned with the Company's 2025 Strategy, leveraging digital transformation initiatives with a strong emphasis on data analytics to drive meaningful organizational impact and foster innovation.. Partner with external auditors to complete interim and year-end testing procedures, ensuring the accuracy of consolidated financial statements.. Preferred certifications include CPA, CIA, or CFE, with potential company support for ongoing or future certifications.. Strong understanding of auditing methodologies, internal controls, and Sarbanes-Oxley requirements.. Specific experience with SAP and data analysis tools such as Alteryx, Tableau, and RPA development is preferred.
AvalonBay Communities, Inc., an equity REIT, has a long-term track record of developing, redeveloping, acquiring and managing distinctive apartment homes in some of the best U.S. markets, and delivering outsized, risk-adjusted returns to shareholders.. The successful candidate will have a high level of interest in growing their professional skills in investment modeling for real estate investment portfolio management and a desire to be an analytical resource supporting executive decision making for portfolio allocation.. 3-7 years of experience in asset management, acquisitions, investments or finance within real estate, preferably with multifamily real estate.. Knowledge of real estate property management operations and financial reporting.. AvalonBay makes employment decisions without regard to a person’s race, ethnicity, color, religion, sex, national origin, sexual orientation, gender identity, pregnancy (including childbirth, lactation or related medical conditions), age, physical or mental disability, genetic information (including characteristics or testing), citizenship status, military or veteran status, or any other status protected by the law.
Based in our Corporate Abbott Park, IL office this role will provide full range of liquidity management, banking back office, compliance and financial leadership for Global Treasury Operations, other Abbott Businesses and Affiliates.. Direct the Treasury Operations cash management activities for United States, US Headquarter and Finance Companies.. Manage issuance of letter of credit and guarantees for Abbott global operations.. Manage $100 million Letter of Credit portfolio. Act as liaison between Global Treasury Operations, IT and financial third-party partners
Responsible for all phases of financial analysis, including financial reporting, financial and operational analysis, ad-hoc reporting, budgeting, forecasting, and general ledger analysis.. Bachelor's degree preferably in Finance or Accounting required and. Assists in building and retaining a high-caliber professional team essential to a high performance organization.. Maintains current knowledge of the Medicaid managed care industry, and researches potential policies, practices, and trends.. Participates in meetings, serves on committees and represents the department and hospital/facility in community outreach efforts as appropriate.
The Treasury Management BDO will have direct support of SVP of Treasury Management and will work closely with the Treasury Services Department to ensure a seamless onboarding experience.. The Treasury Management team delivers extensive industry knowledge, local expertise and competitive capabilities to clients.. Assist with the relationship analysis, and construction of presentation material for client proposals, collaborate with Treasury Management to streamline the onboarding process.. Engage in relationship reviews to identify opportunities, effectively assess TM product and service, and stay up to date on current and emerging commercial banking and treasury management strengths.. Regularly update Retail Banking Employees and Commercial Lending Officers on critical developments impacting Commercial Deposit Growth through monthly team meetings, and e-mails.
Our client, a prominent lending company, is seeking a dynamic Head of Finance to lead financial planning, analysis, and strategy functions.. Partner with Investor Relations to prepare materials for shareholder updates and marketing collateral, including financial insights tied to lending performance and portfolio growth.. Coordinate with banking partners for financing arrangements, debt covenant compliance, and strategic funding opportunities.. Deliver complex financial analyses that drive strategic decision-making, focusing on loan portfolio health, cash flow forecasting, and capital allocation strategies.. Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field.
Conduct risk assessments and provide recommendations for mitigation.. Develop and maintain risk management policies, procedures, and standards.. Bachelor's degree in Business Administration, Finance, or related field.. Advanced degree (e.g., MBA) preferred.. Professional certifications, such as CRMA, CRM, or FRM. 5.