Finance & Banking Jobs Hiring Now

Our divisions provide commercial banking, mortgage banking, investment banking and corporate advisory services to clients throughout the U.S. The SVP, Private Banker at NexBank provides concierge lending to ultra-high net worth individuals who is collaborative, confident, and motivated to provide a first-class experience to clients at NexBank. This role reports to the SVP, Head of Commercial Lending. Alternate Titles: SVP, Head of Private Banking; Private Banker, [Director, Managing Director, or Executive Director].. Chartered Financial Analyst (“CFA”) designation, preferred.

This role reports to the Managing Director and head of our Sponsor Coverage Team and is critical to expanding our market share with clients and prospective clients in our New York City metropolitan market.. Use existing relationships with deal team professionals at private equity firms, investment banking firms, and other M&A constituents to expand our firm’s client base.. The candidate must possess current relationships with private equity firm deal team professionals in New York City. CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide.. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.

Do you want to join a fast-growing, boutique primary research and consulting firm serving Private Equity, Hedge Funds and Enterprise clients?. Azurite is hiring a top-performing Demand Generation/Marketing Manager r esponsible for creating and executing inbound and outbound marketing activities to drive leads and accelerate sales pipeline growth. Develop and execute data-driven demand generation campaigns to attract high-value leads in private equity, enterprise, and investment banking sectors.. 3+ years in digital marketing, demand generation, or a related role, preferably within B2B or professional services industries (private equity, enterprise or investment banking experience specifically).. Azurite Consulting is the leading provider of B2B primary research and proprietary data to private equity, hedge funds and enterprise clients.

Customers value AIG’s strong capital position, extensive risk management and claims experience and its ability to be a market leader in critical lines of the insurance business. Corporate Finance - Investment AccountingThe Investment Accounting group at AIG is responsible for the accounting and reporting for AIG's Invested Assets of over $300 billion as of 31 December 2022 comprised primarily of fixed maturity securities and includes private equity, hedge funds, commercial/residential loans and equity securities. The Investment Accounting group’s specific responsibilities include reconciliation of transactional data from various sub-ledgers (Clearwater, Investran, and LMS) to the general ledger and ultimately AIG's financial statements as well as all related external reporting for investments (10Q/K, Financial Supplement, STAT Audited Financials and Investment NAIC reporting). That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security—as well as your professional development—to bring peace of mind to you and your family. We foster a culture of inclusion and belonging through our flexible work arrangements, diversity and inclusion learning, cultural awareness activities and Employee Resource Groups (ERGs).

The Financial Analyst III performs financial analysis and assistance with projects including: product & branch profitability; potential new products & services profitability analysis, budget variance analysis and budget planning; asset liability management (ALM) modeling and reporting and ad-hoc analysis supporting accounting/financial statements, records and reports.. Prepares financial reports including ALCO (Asset Liability Committee), ALM and ad-hoc reports.. Minimum 3 years of ALM, risk management, valuation or other applicable treasury experience at a financial institution.. Knowledge of asset/liability management and investments, budgets, cost accounting, and other. in VBA, pivot tables & statistical functions is preferred.

Role: Business analyst - Finance.. NOTE: Don't post the actual JD and client details in any job posting. Need at least 5 years Business analyst experience candidate in Finance/Trading/Investment banking exp, finanicial reconciation , derivative and it is hyprid role in NJ. Needs to have strong Financial Reconciliation/Collateral experience (needs to be able to define reconciliations, set up/configure reports in PowerBI or Tableau. It would be ideal if they had a PMP, but not an absolute must.

THE POSITION Job Summary and Responsibilities: As a result of growth, our client seeks a VP of Finance who will lead a cross border team of accounting professionals consisting of 12 in Mexico and up to 3 in the U.S. Accounting / Finance group. The VP of Finance will be responsible for oversight of all accounting and finance teams and their processes, goals, initiatives, improvements, tax planning, margin optimization, cost controls, audit checks and financial reporting need to these ends. As the business continues to grow (target over 100% growth in the next few years), the VP of Finance will be tasked with developing more robust Mexico controls, U.S. financial reporting and financial planning and analysis (budgeting and forecasting), drive cost reductions and improve efficiencies. To this end the VP of Finance may need to hire additional staff in the US corporate office in San Diego, California (Mira Mesa). Other knowledge: Cross Border Exchange (Hedging), SOC, PCI, Insurance, Labor Laws, C and S Corp Regulations, Managing Inside and Outside Accounting Teams, Accounting verification check points, fraud mitigation, risk analysis, & audit management.

We recently launched our first impact investment fund to finance land development for low-income families in Latin America. Manage fund operations, including capital calls, distributions, waterfall calculations and investor reporting.. 2-4 years relevant experience in financial analysis, accounting, or fund administration, preferably in a private equity, venture capital, or real estate investment environment.. Unlimited Vacation after the 1st Year. We believe you should have a flexible schedule that makes space for family, wellness, and fun. We’re a vibrant and energetic team based across the US and in Mexico City. Usually, you can find us drinking coffee or bubble tea and eating churros wherever we can find them.

As a team member in our Alternative Investments practice, the Tax Senior Manager will assist in providing tax compliance & consulting services to BDO’s Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.. Bachelors degree required; major in Accounting, Finance, Economics or Statistics, preferred. Financial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferred. CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

Sagard Real Estate is a real estate investment advisor and operator providing investment management services throughout the U.S. including acquisitions, asset management, development and property management for our investors. Responsible for overseeing client and financial reporting for open-ended funds, closed end funds and SMAs, including monthly and quarterly financial statements, investor statements, annual audited financial statements, general ledger maintenance, accounting reconciliations, customized client reporting, ad-hoc reporting, and investor reporting analyses.. Oversight of the onboarding of new funds and SMAs, including application of the provisions of the related management and entity agreements, the development of tools to support reporting requirements, RFIs and RFPs and interfacing with investor relations, asset management, property management, and portfolio management to provide accounting support.. Minimum 7 years of direct experience with private equity real estate investments, accounting for securities/fund accounting, and/or public accounting. Sagard Real Estate's Commitment to Equity and Inclusion is evident and continuously showcased from dedicated workgroup efforts and programming for recruitment, inclusive culture, retention, and training initiatives throughout our organization.

Job Summary The Senior Treasury Analyst is a key member of the GAF Finance team focused on the performance of the daily operations of the treasury function as well as the development of financial analysis that helps drive the business toward meeting its short and long-term strategic goals. Oversee all aspects of daily treasury operations, including the accurate and timely management of corporate cash across various accounts and entities. Provide comprehensive cash reporting to the Group Treasurer, ensuring the company maintains optimal liquidity for day-to-day operations. Lead continuous improvement initiatives to optimize treasury operations, reduce operational risks, and drive cost-effective solutions across multiple departments. Our Family-Building benefits support the many different journeys to fertility and parenthood.

Checkr has over 100,000 customers including DoorDash, Coinbase, Lyft, Instacart, and Airtable. Create internal executive reporting including financial reporting, investor reporting and other management presentations.. 6+ years of relevant progressive Finance or Strategy experience in a fast-paced and high growth environment, including investment banking, investing, corporate development, or consulting.. Competitive cash and equity compensation and opportunity for advancement.. Up to $25K reimbursement for fertility, adoption, and parental planning services

5+ years of financial and management reporting experience with US GAAP in the US Federal Government space with Government compliance experience. Proficient in financial software (e.g., SAP, Oracle, QuickBooks) and advanced Excel skills (e.g., financial modeling, pivot tables).. Experience with the Unanet Finance system is a plus.. Experience with Cost Accounting Standards (CAS), developing indirect rates, submitting Incurred Cost Submissions (ICS) and DCAA audits.. Experience with Unanet

As a Public Sector Audit Intern , you will: be assigned to client engagements and gain real-life business experiences by. perform audit procedures on financial statements and internal controls.. Our internship program is designed to give you the opportunity to work in a public accounting firm and get a true experience of what the day-to-day responsibilities for Associate level professionals are.. Will be CPA eligible upon graduation (within 18 months of internship). Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: All employment is decided on the basis of qualifications, merit, and business need.

Job Description Overview: We are seeking a detail-oriented and highly experienced Senior Accountant to join our dynamic finance team.. The Senior Accountant will play a key role in maintaining the integrity of our financial records, ensuring compliance with accounting standards, and providing strategic insights to support our business objectives.. Compliance and Audit: Ensure compliance with GAAP, IFRS, and other applicable financial regulations.. Ensure compliance with federal, state, and local tax regulations.. Skills: Strong knowledge of GAAP, IFRS, and financial reporting standards.

Leveraging a cloud-based infrastructure, TaskUs serves clients in the fastest-growing sectors, including social media, e-commerce, gaming, streaming media, food delivery, ride-sharing, HiTech, FinTech, and HealthTech.. The Treasury Director is responsible for and manages the day-to-day activities of the organization’s cash management function that includes reporting and processing banking transactions; funding and cash flow forecasting; managing the Company’s investment portfolio; fostering banking relationships; and maintaining compliance with control objectives as related to cash and banking activities.. Responsibilities: Take ownership and oversee a broad range of Treasury projects which may include liquidity management, cash flow forecasting, company or country specific banking solutions, post - merger integration and organizational design.. Provide structure analysis and recommendation in support of the Company’s internal activities and cash investments strategy, driving optimal returns Acts as a key liaison with banks as related to the cash management and treasury functions.. Support development and monitoring of treasury policies and internal controls Integrate acquired entities treasury processes according to the integration playbook Review bank account reconciliations as needed Research Items for custodial accounts as needed Manage other projects as required Required Qualifications: Bachelor' s Degree in Accounting.

At Faire, we're using the power of tech, data, and machine learning to connect this thriving community of entrepreneurs across the globe. About this roleAs Faire's first Treasury hire, the Senior Treasury Analyst will work closely with the Head of Tax and Treasury and Finance leadership to establish a Treasury function at Faire, and to set the vision, strategy and standards by which the Treasury department provides leadership and value to the organization. This will encompass the development of a strategy to efficiently deploy cash across legal entities and cash balances held by payment processing partners to meet day to day operational needs, reviewing the company's investment strategy to ensure returns are being optimized while risk is managed, and implementing best practices to optimize the company's cash flows. The successful candidate will assume responsibility for the planning and execution of day-to-day and period-end Treasury activities including managing the company's cash flow forecast, foreign exchange management, identifying cost-saving and profit maximizing opportunities and ensuring compliance with company, department and audit standards to maximize the protection of the company's cash assets. We're backed by some of the top investors in retail and tech including: Y Combinator, Lightspeed Venture Partners, Forerunner Ventures, Khosla Ventures, Sequoia Capital, Founders Fund, and DST Global.

Our client’s Finance practice group has extensive experience counseling clients in a wide range of public and private financing transactions, including everything from routine corporate financing transactions to highly complex structures that are often beyond the capacity of conventional legal service providers.. They represent private equity sponsors and their portfolio companies, service providers, manufacturers, companies in the automotive industry, high-tech companies, healthcare and pharmaceutical companies, financial institutions, retailers, casino/gaming operators, and other industries.. Their attorneys bring a depth and diversity of experience that allows them to maintain knowledge and familiarity with market terms and customs.. Assist with representing clients in complex financing transactions, including private equity financing, acquisition financing, strategic debt financing, asset-based lending and other debt transactions;. 4-6 years of experience in corporate finance transactions in a law firm;

California Bank & Trust is looking for a Commercial Banking Relationship Manager to come and join our team.. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register.. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.. Requires a bachelor’s degree and 8+ years’ experience with commercial lending, credit, underwriting, or other directly related experience.. Expert knowledge of commercial loans, credit analysis, lending, loan processing and closing processes.

Carta's world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity.. The Sr. Finance Systems Developer, Netsuite role will proactively improve and support the development, implementation, and maintenance of Carta's enterprise finance systems with a primary focus on NetSuite and related peripheral systems.. The position will be the primary internal system admin and support contact for NetSuite, Stripe, Zip, and other finance systems and will also support the Zuora Billing/Revenue lead as needed.. The Sr. Finance Systems Developer role will report to and work closely with the Finance Systems Senior Manager as well as partner with stakeholders across the company in finance, accounting engineering, and business systems.. Proficiency in SQL , CSV imports, user provisioning, role definitions, analytics, JavaScript(JS) and script scheduling is required