Collecting information
Organizing data
Oversight responsibility of the Senior Credit Risk Manager who has direct responsibility for Bank's loan credit risk portfolio, ensuring sound lending practices, compliance with credit policies, managing NPA's, appropriate controls and procedures.. Development and continuous improvement of credit risk management strategies, including the establishment of risk tolerance, data driven dashboards, and efficient reviews processes for monitoring the portfolio.. Accountability for Bank's loan review and collection processes ensuring tasks are completed in an efficient and timely manner.. Periodic stress testing and scenario analysis to evaluate potential impacts of various economic conditions on credit risk and overall portfolio health.. Ensure the bank is in compliance with all relevant banking regulations, specifically those related to credit and risk management (e.g., Dodd-Frank, Basel III, B.S.A. etc
Overall risk management leadership of the regional Middle Market portfolio is paramount, and the 'Coach' position will function from the basis that the client relationship manager is always the first line of defense to achieve the most effective and responsive risk management outcome.. An important attribute to the Player Coach alignment is for regional leadership within each market to have supreme confidence in the Middle Market team as an integral component of overall success; close coordination and communication with local market leadership at all times is of paramount importance.. Collaborate closely with Treasury Management Sales Officers, Capital Markets, Wealth, Mortgage, and Retail product partners to identify opportunities to deepen or expand existing Middle Market relationships; establish proactive joint calling habits for new prospect opportunities.. Work to clear documentation or compliance deficiencies noted by Loan and Deposit Operations or other internal or external reviews or audits.. Experience : Minimum of 10+ years middle market / commercial lending / capital markets experience as well as 3-5 years management experience; Experience should include significant loan structuring and credit analysis responsibilities as well as client origination activities.
Serve as chief financial strategist , advising the President, Board of Trustees, and campus leadership on fiscal policy, long-term planning, and resource allocation.. Lead a talented team, including the Controller, Director of Physical Plant, Director of Human Resources, Director of Safety and Security, and Sodexo Management.. Drive sustainability and revenue diversification efforts, including auxiliary income streams, partnerships, and community engagement.. Oversee treasury operations, investment management, and debt strategy.. 5-10 years of progressively responsible leadership in finance/administration, ideally in higher education or non-profit.
You'll work closely with the Audit Committee, CFO, and leaders across the company to design and test internal controls, drive SOX compliance, and embed risk management throughout Qualtrics.. Applies deep expertise in SOX compliance, internal controls, and risk management frameworks. Lead and grow an internal audit team responsible for maintaining robust internal controls, including section 404 SOX compliance, through recruiting, training, and managing co-source partnerships. Manage the SOX compliance program end-to-end: design, testing, remediation, and coordination with external auditors. Facilitate enterprise risk management by running risk committee meetings, updating risk registers, and integrating risk in strategic planning
Job Duties: Develop the company and business unit strategy for leading Mergers and Acquisitions (M&A) activities.. Participate in all aspects of M&A transactions including strategic analysis, valuation, financial and operational due diligence, legal documentation, and integration planning.. Update and analyze the Enterprise Risk Management (ERM) matrix.. Must have 2 years of post-baccalaureate experience as an Investment Analyst, Corporate Development Analyst, or a related financial analyst role.. Finance, Statista, capital markets, market research studies, company websites, and internet search tools; analyzing capital allocation including dividend policy, share repurchases, capital investments, and business portfolio analysis; and determining appropriate discount rates for financial evaluations by assessing risk premium by country and industry.
Duration: Paid Internship from May - August 2026.. What to expect: Valuable experience related to the agriculture industry, professional development, summer project, etc.. This position is designed to provide experience and training through exposure to fixed assets, cash reconciliation, financial analysis and reporting, risk management, investment analysis, tax compliance, as well as other related accounting principles.. Assist with daily cash management. Participate in operational and financial modeling of corporate activities to project impact.
With the ability to take massive leaps forward in our interpretation of the laws which underpin physics, the business has applications impacting space exploration, climate and green energy, advanced computing, robotics, defense and global food supply chain. The Head of Finance & Accounting will own the build out of the FP&A, Strategic Finance and Controllership functions. This position really is a true blank slate as the business is set to scale from under 20 to close 200 heads in 12 months.. In due course insource the Controllership function and oversee month-end, day-to-day Accounting.. Background in Investment banking, experience working in VC/PE firms or Corporate Finance/ M&A advisory experience OR relevant industry experience in a rapid growth Tech start-up (this can include AI, Deeptech, AI, Robotics, Defense, Biotech, Climate Tech and Green Energy, SaaS, Fintech)
This leadership role involves providing strategic tax advisory services to private equity firms and their portfolio companies, focusing on mergers, acquisitions, restructurings, and complex transactions.. Due Diligence: Lead tax due diligence for private equity transactions, identifying risks and opportunities.. Transaction Advisory: Collaborate with legal, financial, and operational teams to ensure seamless deal execution while mitigating tax risks.. Portfolio Management: Provide ongoing tax advisory services to portfolio companies, including compliance, restructuring, and exit planning.. Advanced degree (e.g., JD, LLM, MBA, MST) preferred.
When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. Workday’s Corporate Development team is responsible for driving Workday’s inorganic growth strategy through the execution and integration of compelling acquisition and strategic investment opportunities in the company’s core, adjacent and potentially new market sectors. The team partners closely with Workday’s executive team, product strategy, GMs, and various vertical and functional leads to evaluate, analyze and execute the company’s global M&A and strategic investments. The Corporate Development Manager will support transaction activities such as identifying, evaluating and executing public and private company acquisitions, joint ventures, minority investments and other critical initiatives. 5+ years of experience in corporate development, investment banking, private equity, venture capital, or similar level of experience and skills; experience with the technology sector / SaaS preferred.
Overall risk management leadership of the regional Middle Market portfolio is paramount, and the Coach position will function from the basis that the client relationship manager is always the first line of defense to achieve the most effective and responsive risk management outcome. An important attribute to the Player Coach alignment is for regional leadership within each market to have supreme confidence in the Middle Market team as an integral component of overall success; close coordination and communication with local market leadership at all times is of paramount importance. Collaborate closely with Treasury Management Sales Officers, Capital Markets, Wealth, Mortgage, and Retail product partners to identify opportunities to deepen or expand existing Middle Market relationships; establish proactive joint calling habits for new prospect opportunities. Work to clear documentation or compliance deficiencies noted by Loan and Deposit Operations or other internal or external reviews or audits. Experience: Minimum of 10+ years middle market / commercial lending / capital markets experience as well as 3-5 years management experience; Experience should include significant loan structuring and credit analysis responsibilities as well as client origination activities.
8 years of professional experience in related investment banking, management consulting, strategic marketing, corporate finance position(s), or relevant industry.. Experience in business/corporate development or strategic marketing groups.. IndustriesAppliances, Electrical, and Electronics Manufacturing, Industrial Machinery Manufacturing, and Medical Equipment Manufacturing.. Regional Client Development Manager - Midwest & Mid-Atlantic.. Business Development Manager (Meetings & Events)
Overview Join to apply for the Sr Director, Strategy role at Regional Finance.. Deep understanding of capital markets, financial modeling, valuation, and corporate performance metrics. Strong knowledge of regulatory, ESG, and compliance considerations relevant to a public company environment (e.g., SEC reporting, SOX). 10–15 years of experience in corporate strategy, investment banking, management consulting, or strategic roles within a public company. Familiarity or direct experience in financial planning and analysis and capital allocation frameworks.
As a private equity-backed property management consolidation platform, our mission is to modernize property management by consolidating firms, optimizing operations, and leveraging technology to deliver superior service and value creation for property owners, employees, and residents.. About the Role The Senior Financial Controller will oversee all accounting and financial reporting functions for our multifamily real estate portfolio.. Develop and implement internal controls to safeguard assets and ensure accurate financial reporting.. Experience with property management accounting software (Sage Intacct, Yardi, RealPage, or similar).. Experience with Sage Intacct preferred.
Step into the world of high net-worth banking as Vice President of Lending at Dollar Bank. In this role, you will have the chance to create and manage a diverse portfolio of loans and deposit products delivering exceptional financial solutions tailored to each individual’s unique needs. Five (5) years of lending experience in Private Banking, Business Banking or Commercial Lending with a demonstrated history of sourcing new business opportunities. Understanding of collateral, valuation, perfections, and liquidation. Gather financial and credit information and work with credit analyst and underwriter to underwrite loan proposals. Refer business to other asset areas of Dollar Bank to include, but not limit to: Corporate Banking, Treasury Management, Business Banking and Commercial Real Estate.
Our client is a multi-billion dollar private equity firm that invests in media and entertainment businesses. The Director of Finance will assist with the execution of the financial operations for the firm. Oversee fund management, financial planning and analysis, financial reporting, credit agreement compliance, tax planning and reporting, cash and treasury internal risk controls, and related regulatory and compliance guidelines and principles.. Assist with the firm’s portfolio company valuation processes on a quarterly basis and ensure compliance with GAAP. Work with corporate counsel to update legal processes for fundraising
Restlessly curious, including about the fast-changing evolution of the private equity and broader private markets space.. This role will include contributing to some of the firm’s most important strategy work, helping define direction and contribute to high-priority strategic initiatives including M&A and business development. Lead insights creation from market research on our industry, peers and relevant macro trends to ultimately provide implications for our firm and strategy on regular basis.. 2-5 years of professional experience in consulting, investment banking, private equity or other relevant asset management strategy roles.. Demonstrated familiarity with and interest in the private equity or broader private markets landscape
Senior Specialist, Banking Relations & Treasury is a senior individual contributor on Agoda’s Treasury Team. You will have a wide mandate that includes running multiple aspects of Treasury including: Operations, Financial Services, Process Management, Cash Management, Liquidity Management, Banking Administration, Banking Connectivity and Infrastructure and Special Projects.. Understand the KYC requests and renewals with banking partners, and oversee end-to-end processes for opening and closing bank accounts, ensuring compliance with KYC/AML regulations and accurate record-keeping.. Familiarity with end-to-end bank account management and documentation including account opening, KYC, and AML requirements, specifically related to regulated entities.. Experience with FIS Quantum (or other TMS) and JPM/CITI/HSBC banking portals. Strong math fluency and familiarity with debt capital markets, foreign exchange & financing.
We are a purpose-built biomarker discovery organization headquartered in San Diego, CA providing industry-leading services for supporting pharmaceutical R&D to move “beyond the genome”, including proteomics, metabolomics, and lipidomics data generation and analysis.. As our Head of Finance, Planning, and Analysis, you will be a trusted leader in our finance and accounting team, responsible for working with the CEO and other department leaders to execute against companywide goals and responsibilities including budgeting, forecasting, financial planning and analysis, and other growth-oriented tasks.. Mindset of continuous improvement to evolve existing ERP and management information systems.. Finance, economics, or related quantitative degree with 10+ years of work experience in investment banking, advisory/consulting, FP&A, corporate finance.. Familiarity with ERP and CRM systems (Netsuite, Salesforce), and ability to work with in-house software team to develop bespoke applications and KPIs.
The Vice President, Global Controller, Advice and Wealth Management oversees all accounting and regulatory financial reporting for the broker-dealer entity, ensuring compliance with SEC/FINRA rules while providing accurate and timely financial information to executive leadership.. This role also functions as the Chief Financial Officer for all Advice and Wealth Management legal entities and serves in the signatory role for regulatory purposes of our broker dealers and bank requirements.. Minimum of 15+ years progressive accounting/finance experience, with at least 5 years of hands-on broker-dealer accounting and month end close experience as well as direct preparation/review of FOCUS reports, Net Capital computations and customer reserve computations.. Director - Head of Mutual Fund and Alternative Investment Operations Minneapolis, MN $180,000.00-$270,000.00 3 weeks ago. Financial Accounting Advisory Services - Assistant Controller - Integrated Finance Managed Services Minneapolis, MN $112,700.00-$206,500.00 2 weeks ago
We are looking for an experienced and organized Executive Assistant to support multiple leaders within our Finance, Transformation, and Growth Leadership Team (FTGLT).. You will provide administrative support across Mergers & Acquisitions, Treasury, Global Talent Hubs, Audit, and Global Strategic Sourcing.. You will report to the SVP of M&A, Treasury & Sourcing and also support the VP of Global Audit & SOX Compliance and the VP of Global Strategic Sourcing.. Initiate and process purchase orders, reconcile invoices, and manage expense reports for departments include Global Strategic Sourcing and Treasury.. Experience in booking and managing complex international and domestic travel through using a travel management tool such as Concur.