Collecting information
Organizing data
5+ years of progressive experience in Financial Planning & Analysis, ideally in fintech, SaaS, or a high-growth tech environment. Experience with financial systems such as NetSuite, Looker, and Pigment strongly preferred. Investment Banking - Mid-Cap Investment Banking - Analyst Chicago, IL $78,750.00-$110,250.00 1 week ago. Investment Banking Analyst - Leveraged Finance Group (LFG) Chicago, IL $60,000.00-$70,000.00 3 weeks ago. Asset & Wealth Management, Fixed Income - Research Analyst, High Yield and
We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending.. Assist in the preparation of regulatory reports required by the Federal Reserve Bank, including FR Y-6 (annual) and FR Y-8 (quarterly).. Develop and prepare various internal and external reports as needed (ALCO reporting, credit/CECL reporting, risk reporting, etc. Experience with Fiserv Signature Core Banking system or Fiserv Prologue Financials GL system preferred.. Experience with database extraction and reporting tools (such as Smart View, Essbase, or MicroStrategy) preferred.
Overview Our client is a highly successful, multi-billion-dollar asset management and industrial holding company headquartered in Connecticut.. Responsibilities Oversee and review fund administrator deliverables, including quarterly/annual financials, capital calls/distributions, and investor reporting packages.. Contribute to technical fund operations including valuation support, validating financial models, compliance/regulatory reporting, and fund liquidity forecasting.. Partner closely with senior leadership (Head of Fund Ops, VP Finance, CFO) on fund operations and strategic initiatives.. Industries: Investment Management, Financial Services, and Venture Capital and Private Equity Principals
Strong proficiency in Excel, PowerPoint, Anaplan, Integrity FIS, SAP S4. Treasury Management Product Manager (Remote- CA, ID, OR & WA) Portland, OR $130,000.00-$150,000.00 2 weeks ago. Strategic Finance Manager - Gee Automotive Companies Strategic Finance Manager - Gee Automotive Companies Portland, OR $150,000.00-$180,000.00 3 weeks ago. Finance Manager, SRO - Mars Veterinary Health Finance Business Partner (Finance Manager) Finance Manager, District Attorney's Office Portland, OR $103,572.17-$155,358.55 1 week ago. SAP Finance Transformation Sales Lead - Senior Manager - Tech Consulting - Open Location Portland, OR $169,900.00-$388,200.00 1 week ago
The Director of Finance leads the company's financial planning, budgeting, forecasting, and analysis efforts to guide strategic decision-making.. Reporting directly to the Chief Financial Officer, the Director of Finance is instrumental in maximizing financial performance and supporting the organization's growth.. Financial Planning & Analysis: Develop and maintain financial models to project business performance.. Experience: 10+ years of experience in financial planning & analysis, budgeting, or a similar role. Experience in cash and treasury management
Managing Director, Relationship Manager Business Banking. Responsible for execution against targeted growth goals of our core KPIs, in New to bank Business Relationships, Deposit Growth, Loan Production & Treasury Management & Overall Fee Income.. Effectively identify & cross sell value added treasury management solutions to clients.. Commercial lending experience, with ability to analyze, package and present prospective financing opportunities to senior leadership & credit.. Strong knowledge of business banking, bank profitability, commercial lending & treasury management products; possess a general understanding of operations.
LMC is a leading buying group for a network of independent family-owned building material companies across the US. As their buying group, LMC negotiates and facilitates procurement opportunities for the most desired brands in the lumber and building materials industry.. By leveraging the billion dollar buying power of our members, LMC ensures our members have a competitive edge to capture more of their local market share.. The Supervisor, Rebate Accounting oversees all aspects of the collecting, posting and reconciling credits and payments for the National Account Program (NAP) and Coop Assistance Program (CAP) operated by LMC. This includes the reconciliation of stockholder accounts on a quarterly and annual basis and managing the communications and reporting to the stockholders along with collections from vendors.. The Supervisor, Rebate Strategy & Credit Analysis oversees all aspects of the collecting, posting and reconciling credits and payments for the National Account Program (NAP), Coop Assistance Program (CAP), ECI, and Advanced Pay operated by LMC. This includes the reconciliation of stockholder accounts on a quarterly and annual basis and managing the communications and reporting to the stockholders along with collections from vendors.. The Supervisor, Rebate Strategy & Credit Analysis also is responsible for assisting in the collection, review and proper analysis of the LMC stockholders' financial statements for credit line assignments.
The Director is accountable for creating and maintaining a premiere Private Banking client experience while generating core deposits, creating sound wealth management opportunities and generating fee income.. Experience in consumer and commercial lending preferred including but not limited to: HELOC, Mortgages, Personal Lines of Credit, Auto Loans, etc.. Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS").. If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment.. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program.
Position Summary The Director of Finance serves as the venue’s financial steward, accountable for accurate accounting, rigorous internal controls, and transparent reporting.. The Director of Finance directly supervises the Finance Department and carries out supervisory responsibilities in accordance with Oak View Group’s policies and applicable laws.. Prepare appropriate state and local tax returns to be filed timely.. Strong background in ERP/accounting systems (Sage, ADP payroll; ERP implementation/optimization a plus).. Industry experience in sports, entertainment, or hospitality finance strongly preferred.
TITLE: VP of Finance / Controller - Portfolio Companies. Manage the month-end journal entries from accounting transactions over the calendar month including A/R and Bank Reconciliations, operating accruals accounts payable/receivable, general ledger, payroll and utilities, cash flow, bank account statement reconciliations, check and wire processing, fixed asset tracking.. Previous experience as an accountant, accounting supervisor, or manager.. BDC focuses on the areas where it has direct operating and investment expertise that include technology investment opportunities in industries disrupted by the impact of digitization on individuals, groups and enterprises such as retail commerce, financial services, healthcare, and sports and media.. Get notified about new Vice President Finance jobs in Boynton Beach, FL.
Services, Infrastructure and Environment Investment Banking Associate Chicago, IL, Cleveland, OH and New York, NY. The firm is also a founding member of REACH Cross-Border Mergers & Acquisitions, enabling BGL to service clients in 30 countries around the world.. The Services, Infrastructure and Environment Team at Brown Gibbons Lang & Company (BGL) is seeking an Investment Banking Associate to join our team.. Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities. Traumatic brain injury
Accounts Payable & Receivable. Manage accounts payable and accounts receivable, ensuring timely payments and collections.. Maintain the general ledger and ensure accurate coding of all transactions.. Monitor daily cash balances and forecast short-term and long-term cash requirements and maintain up-to-date bank records.. Ensure sufficient liquidity to meet operational needs and financial obligations.
Eaton Corporation is seeking a Commercial Finance Analyst for our Distributed IT organization, part of the Electrical Sector – Americas business.. As a Commercial Finance Analyst, you will be a direct business partner to our Sales & Marketing organization within our division to drive profitable growth by leading revenue planning and product optimization activities.. Eaton believes in second chance employment.. Investment Banking Full-Time Analyst 2026 - Leveraged Finance Group Greater Chicago Area $75,000.00-$90,000.00 2 weeks ago. Investment Banking Analyst - Leveraged Finance Group (LFG) Asset & Wealth Management, Fixed Income - Research Analyst, High Yield and Bank Loans / Global High Yield Credit Analyst, Vice President Chicago, IL $100,000.00-$230,000.00 1 week ago
Direct, establish and oversee the strategy, infrastructure, architecture, delivery, and roadmap for all wealth management technology platforms and applications.. 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.
Job Description: The Senior Business Analyst is a member of the Project Management team whose focus is on documenting requirements and workflows for various IT initiatives within Equity and Fixed Income.. Act as relationship manager for investment teams on both internal and external investment applications. Job Requirements: Undergraduate degree in finance, technology discipline or equivalent experience. Experience with Equity and Fixed Income instruments & derivatives. CFA and PMP certifications preferred
This is an opportunity for candidates with a background in infrastructure or energy investment banking who want to scale a modern investment platform at the intersection of capital markets and climate technology.. Responsibilities Underwrite renewable energy assets and portfolios through financial modeling and structured analysis. Qualifications 1–3 years of experience in investment banking, private equity, or infrastructure finance. Advanced financial modeling skills with fluency in Excel (project finance, structured products, DCF). Opportunity to shape the future of private markets, renewable energy finance, and blockchain.
This individual will oversee the financial strategy and operations across Lampton Holdings and several related entities, including its flagship company, Standard Concrete Products—a respected leader in the prestressed concrete manufacturing industry.. Oversee trust and estate planning initiatives in partnership with legal counsel.. Identify and mitigate financial risk through internal controls and governance policies.. Minimum of 5+ years of experience in accounting or financial management, preferably within a family office, real estate, private equity, or wealth management setting.. Proficiency in financial tools such as QuickBooks, Sage, Yardi, MRI, or equivalent systems.
Industries Venture Capital and Private Equity Principals, Investment Management, and Investment Banking. Get notified about new Valuation Analyst jobs in Greenwich, CT.. Financial Regulatory Rules Interpretation Sr. Tech Lead Analyst – C14/SVP- Long Island City Insurance Claims Financial Analyst – Business Loss Consulting (Full-Time | Melville, NY) Sr. SEC Financial Reporting Analyst with GAAP Reporting Sr. Investment Operations / Actuarial Specialist Norwalk, CT $78,000.00-$120,000.00 1 week ago. Capital Markets Platform Product Owner, Vice President Tax Senior - Financial Svcs - Banking & Capital Markets Tax (East Region City Locations) Stamford, CT $63,420.00-$144,300.00 2 weeks ago. Financial Analyst - The Waldorf Astoria New York We’re unlocking community knowledge in a new way.
Chief Financial Officer- Private Equity. About the Opportunity: Our client, a growing company based in Rome, NY , is seeking a seasoned Chief Financial Officer (CFO) with a strong private equity background and proven experience in company mergers and acquisitions.. A strategic finance leader with 10-15 years of experience in private equity-backed businesses. Not looking to make sweeping changes overnight — you believe in evolution, not revolution. Get notified about new Chief Financial Officer jobs in Rome, NY.
This is a high-visibility role ideal for someone transitioning out of investment banking, management consulting, or private equity (2-4 years of experience), eager to move into a fast-paced SaaS business environment.. Who You Are 2-5 years of experience in investment banking, private equity, consulting, or BizOps at a high-growth SaaS or fintech company. Analytical and data-driven, with strong Excel and financial modeling skills (SQL or Looker experience a plus). Bonus Points Experience with SaaS business models, accounting/finance systems, or working directly with product/engineering teams. Familiarity with tools like Salesforce, Looker, SQL, or Airtable