Collecting information
Organizing data
A New York City-based financial services organization is currently seeking an experienced professional to join their staff as their newVP, Regulatory Reporting.. In this role, the VP, Regulatory Reporting will be responsible for drivingchange that enhances the quality of data for financial regulatory reporting, secure compliance with enterprise data standards align on best practices, and support the core change capabilities in sourcing, controls, and governance of data.. Responsibilities: TheVP, Regulatory Reportingwill: Drivea data focus in the strategic initiatives including regulatory reporting data governance and data quality controls Identifyand maintainkey aspects of our Data Governance, including Key Data Element population, Data Quality management, Lineage, etc.
Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution and wealth management industries.. Additional professional designations, certifications or licenses are a plus, such as, CPA, CVA, ASA, CFA, and FINRA licenses.. 3-5 plus years of experience in investment banking, transaction advisory, corporate development, assurance services, financial consulting, or financial services.. We are committed to fostering an environment of Diversity, Equity, and Inclusion.. Top Work Places - The Plain Dealer
Job Title Leveraged Finance Risk. The Risk Senior Lead works closely with the Investment Banking and Infrastructure business units to effectively monitor and manage credit risk for the leveraged lending loan portfolio.. As a Vice President you play an integral role in contributing to the success of Deutsche Banks leveraged lending franchise and developing junior talent.. You will partner with coverage banking and other risk teams to analyze leveraged transactions and manage a portfolio of leveraged counterparties.. You will also play a critical role in ensuring adherence to all credit policies, associated governance, internal data quality, and regulatory reporting as well as participate in regulatory audits.
At Parallel Web Systems, we are bringing a new web to life: it’s built with, by, and for AIs. Our work spans innovations across crawling, indexing, ranking, retrieval, and reasoning systems. Our first product is a set of APIs for AIs to do more with web data. We are a fully in-person team based in Palo Alto, CA. Our organization is flat; our team is small and talent dense. Accelerate change - Ship fast, adapt faster, and move frontier ideas into production. While finance is your "major" and you may have previously held roles in Investment Banking, Private Equity, VC, or Hedge Funds, you are drawn to solving complex business problems and building new markets.
Join Aprio's Corporate Development Team and you will help the business continue to grow through mergers and acquisitions.. The below details the anticipated responsibilities for the role of Corporate Development Director for Aprio.. As a key member of the Corporate Development team, the M&A Director will play a central role in sourcing, evaluating, and executing acquisitions of RIA firms that align with the strategic growth goals of Aprio.. Minimum 7 years of experience in M&A, corporate development, investment banking, private equity, or a related field.. - Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
The Associate Director, Portfolio Management is a strategic finance and asset management leader responsible for evaluating the financial health of Community HousingWork's portfolio of affordable and multifamily housing assets.. The role will report to the VP of Finance and Accounting and primarily focus on CHW's portfolio performance, through development and analysis of key metrics, property financials and audits, and ongoing property waterfall analysis.. Develop financial models to analyze cash management of CHW's portfolio properties, capital expenditures and residual cash payments.. Collaborate with Housing Real Estate Development and coordinate with Asset Management on underwriting and due diligence efforts related to new acquisitions, re-syndication, refinancing, or other repositioning efforts.. Commitment to CHW's mission of supporting low wage and fixed income residents move up in the world through opportunities to rent a stable attractive apartment and achieve their goals.
Lead the finance team and promote a culture of inclusivity, collaboration and continuous improvement and provide performance coaching and regular feedback to direct line reports. Provide professional and technical advice on finance matters to the Finance Director, Chief Operating Officer and the Executive Team as required.. Contribute to the preparation of briefing for the C&AG and Chief Operating Officer ahead of the Parliamentary hearings where required by the Director of Strategy.. Contribute to the operational planning process, strategy development and preparation of briefing for the C&AG and Chief Operating Officer ahead of the Parliamentary hearings.. Qualified Accountant- e.g. ACA, CIPFA, ACCA, CIMA.
Since its founding in 1990, Off Wall Street (OWS) has served as a leading provider of independent, short-focused equity research for institutional investors.. As a short research specialist, OWS focuses on conducting on-the-ground field research, interviewing and building relationships with industry experts, and performing deep, bottom-up business and industry analysis.. OWS is seeking an Equity Research Analyst to join our short specialist team to perform in-depth fundamental research to uncover new short ideas and help evolve, refine and improve both our research products and process.. The successful candidate may come from a prior equity analyst position at a sell-side research firm, hedge fund, or long-only investment firm, or have a background in industry or business journalism.. The Equity Analyst will work directly with OWS partners as well as with the team of Equity Analysts.
The ideal candidate has previously used Sage 100 and has a background working in the construction industry.. Manage general ledger accounting activities, including journal entries and accrual accounting.. Assist in corporate finance tasks, including budgeting and forecasting.. Proficiency in accounting software, particularly QuickBooks.. Familiarity with general ledger accounting and accrual accounting methods.
Overview We are seeking a Treasury Operations Senior Accountant to assist with and improve Joby’s global cash management processes.. This role will support daily cash operations, ensure the accuracy of treasury-related accounting, and lead initiatives to optimize liquidity management and banking relationships.. Identify and lead process improvements in treasury operations and cash management reporting.. 4–6 years of experience in treasury operations, corporate accounting, or related finance roles.. Demonstrated experience with ERP systems (D365 preferred) and treasury/banking platforms.
We’re looking for a motivated, experienced and smart Finance Associate to join the dynamic team in our Somerville office.. Invoice Processing : Manage accounts receivable and payable.. Payroll Oversight : Collaborate with people operations to review payroll for accuracy, labor budgeting, and banking for timely pay runs.. Big 4 experience, CPA or CPA candidate preferred. Mastery of Microsoft Office; accounting software including NetSuite, QuickBooks, Xero, Expensify and Bill.com; and budgeting software such as Grow, Domo, and Spotlight
Lead and drive strategic finance initiatives across the business, conducting complex financial analysis to deliver critical insights that empower us to make data-driven decisions and enhance overall business performance. Lead financial analysis to support key value creation initiatives such as new product launches, assessment of unit economics, strategic business partnerships and resource allocation decisions. Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field. Experience: 4–6 years in strategic finance or investment banking. Skills: Advanced Excel and financial modeling skills.
5+ years of experience in corporate finance, FP&A, or strategic finance at a startup or tech company.. Familiarity with financial systems like Sage Intacct, Cube, or other planning and ERP tools.. Tell us about your experience in FP&A, Corporate Finance, or Strategic Finance.. Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities. Traumatic brain injury
This role is for someone who thrives on momentum and competition.. We are growing quickly and need someone who loves the chase—finding investors, pitching deals, and closing commitments.. You will build sharp, clear decks that highlight each opportunity and consistently book investor meetings—three to five per week for enterprise deals and two to four for roll-ups.. 1–3 years of experience in finance, investment banking, venture capital, or private equity. Industries Venture Capital and Private Equity Principals
Overview We have a great opportunity for a Finance Director to join the iuvo Clinical team!. The Finance Director provides strategic, financial, and operational leadership as it provides support to the Company’s various operations and business development functions to fuel growth and optimize the current business.. The Finance Director serves on the Executive Committee and routinely interfaces with the Board of Directors and shareholders.. This role assists the CEO in business activities spanning such duties as, financial modeling and reporting, financial forecasting and budgeting, accounting, tax compliance and audit assistance, payroll, accounts payable, and acquisition support.. Experience working with multiple legal entities, financial reporting requirements, project work / fee-for-service financials, and Private Equity led businesses preferred.
Who We Are: Galaxy is a global leader in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence.. We believe that blockchain and digital asset innovation will transform how value moves through the world – and we’re building the products and services to make that future a reality.. The Treasury Vice President (VP) will support Galaxy’s Group Treasurer.. Monitor Galaxy’s liquidity position against risk limits and targets, both at the firmwide level and for its regulated Swap Dealer entity;. Liaise with internal (Trading, Operations, Risk, Finance) and external (Regulators, Auditors, Consultants) stakeholders;
Key responsibilities include balance sheet strategy development, asset/liability management, portfolio management, investor relations, capital planning, liquidity management, loan/deposit pricing, and other finance initiatives.. Work directly with the CFO to provide strategic and tactical leadership on capital markets and planning, including warehouse credit facilities and securitization activities of the organization. Manage the Company’s interest rate risk and liquidity. Take a leadership role in developing interest rate risk and other balance sheet management strategies that lead to strategic recommendations. Chartered Financial Analyst (CFA) or Certified Treasury Professional (CTP) designations a plus
Join to apply for the VP Technology Strategy-Wealth Management role at Sammons Financial Group Companies. 15+ years’ progressively more complex experience in information technology, with a focus on digital strategy, integration and execution, including: 10+ years’ technology experience in a regulated financial services field, preferably in wealth management or asset management 5+ years in direct, indirect and matrixed leadership in a technology environment. Experience leading and overseeing systems integrations, portfolio management platforms and CRM platforms (such as Salesforce and Redfin) representing AUM of 10B+ highly preferred. Experience in RIA/independent financial advisor business preferred. Exceptional written, verbal and interpersonal communication skills, including the ability to present to audiences from entry level through C-suite and Board of Directors, facilitate discussion with clients and financial professionals, represent Sammons at major conferences as a SME or keynote speaker, and collaborate with and generate trust with business partners and customers
Oversees product development and market implementation across commercial services (deposits, lending, treasury management).. Extensive knowledge of commercial lending and deposit products, transaction banking, treasury management, and ancillary services.. Strong understanding of commercial underwriting, credit risk analysis, and portfolio management.. Minimum Skills: Extensive knowledge of commercial lending and deposit products, transaction banking, treasury management, and ancillary services.. Preferred Education: MBA In Business Administration Or Finance Or in related field(s) Preferred Certifications: CBCA (Commercial Banking & Credit Analyst).
Overview CooperDouglas is partnering with a well-known home builder for a Director of Finance.. The Director of Finance will also contribute to the continuous improvement of forecasting tools and processes used to measure financial performance through evolving market conditions.. Provide analytical support to the management team to improve home building operations and to identify opportunities for margin and return on investment improvement in areas such as revenue strategy, community investment structure, and timing and cost reduction. Develop models to project liquidity, sources and uses of funds and capital allocation. Experience with NetSuite, Yardi, is a highly preferred