Collecting information
Organizing data
This is a highly visible role with direct exposure to the board and investors, offering a clear path from Director of Finance to VP of Finance within one year for the right candidate. The Director of Finance will play a pivotal role in shaping and executing our clients financial strategy while implementing best practices across the back office. This senior-level, roll-up-your-sleeves leader will own the entire finance function — including financial planning & analysis, reporting, audit, compliance, treasury, and key performance monitoring. Evaluate and implement ERP (e.g., QuickBooks → NetSuite) and other financial systems. Opportunity to step into a high-impact leadership role with a clear growth path to VP Finance.
An affiliate of asset management firm Commonfund, CF Private Equity, Inc. empowers pension funds, endowments, foundations, family offices, investment advisors, and other sophisticated investors to diversify portfolios with private investments.. We aim to combine the scale of a leading global asset manager with the nimble flexibility of a focused boutique, with access to what we believe are many of the world's leading managers in buyouts and growth equity, venture capital, and real assets and sustainability strategies.. The Wilton office is moving to Merritt 7, Norwalk in the fall of 2025.. Currently the team has a hybrid work schedule, three days in the office (either location), with the requirement to be in Norwalk on Tuesday.. 1+ years of relevant course work (Accounting, Finance, Business Management, etc.)
Join to apply for the Senior Fund Accountant role at Gen II Fund Services. Senior Fund Accountant will be responsible for providing accounting services including preparation and processing of transactions and financial statements with supporting schedules and work papers.. Must have 2+ years of experience in a private equity fund accounting position. The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts.. Get notified about new Fund Accountant jobs in San Francisco, CA.
This role will report to the Director of Tech Compliance and own multiple areas within IT compliance driving a consistent and high-quality level of IT controls testing across all SOX applications.. This role will own IT SOX compliance program, managing risks and vulnerabilities that impact the completeness and accuracy of our financial statements, engaging in depth with application owners on remediation and control adoption, and partnering with engineering leaders cross organizationally to enhance and scale the IT SOX program.. Ensure all ITGC Documentation, findings and audit requests are stored, collaborated on and accessible on the Company's centralized SOX program management tool (Workiva). Around 10 years of related work experience in information technology SOX compliance, IT risk management, or related fields. Professional auditing, security, or technology designation (e.g., CIA, CISA, CISSP, CISRM, etc.)
Direct Hire - Base salary up to $145K+ 20% bonus/solid benefits/leadership track - Hybrid - Addison, TX HQ. The position reports to the Director of Finance and is instrumental in budgeting, forecasting, reporting, and decision support.. Support initiatives such as pricing strategy, channel expansion, and capacity planning. Background in private equity or investment banking preferred. Experience with SQL, Python, or Power BI is highly preferred
This person shall be responsible for developing and maintaining client relationships and managing client needs while proactively recognizing opportunities and offering solutions, all while putting people first.. Perform general teller functions including processing deposits, withdrawals, payments, and negotiable items.. Assist in the daily servicing of branch hardware; including ATM and/or TCR(s).. Proactively seek direction from the Retail Banking Supervisor and/or Retail Branch Manager that assures daily work aligns with organizational goals.. Monitor and maintain both the deposit and credit portfolios for quality and potential risk.
Roku is changing how the world watches TV Roku is the #1 TV streaming platform in the U.S., Canada, and Mexico, and we've set our sights on powering every television in the world. Roku pioneered streaming to the TV. Our mission is to be the TV streaming platform that connects the entire TV ecosystem. We’re excited if you have Bachelor’s degree in a quantitative subject (finance, economics, mathematics).. 8+ years of prior experience, ideally in a range of Corporate Finance, top-tier investment banking, management consulting, or corporate strategy/analytics roles.. In short, at Roku you'll be part of a company that's changing how the world watches TV.
Follow up on all client account transfers and report progress to the appropriate Financial Advisor. Assist in the data maintenance of the practice's portfolio management system. Experience within finance, accounting, insurance, banking, law, or a related field required. FINRA Series 7 required. Experience with SmartStation or similar platforms within a broker-dealer environment strongly preferred
The VP, Business Banking interacts and works with individuals in the Retail Banking Centers, Private Banking, Corporate Banking, Commercial Real Estate, Treasury Management, and the Credit Department.. The VP, Business Banking must understand and be able to offer all products and services of the Bank with special emphasis on business loan and deposit products.. In addition, this individual may be called upon to help manage and coach less experienced Business Banking Representatives, Business Banking Officers, and AVP, Business Banking employees to further develop their skills and career within the Bank. Seven (7) years of experience working as a lender in small business or middle market lending required.. Willingness to learn all Bank credit and deposit products and services, with special emphasis on business credit and deposit products and services.
The Treasury Analyst plays a key role as a member of the Treasury Operations team that manages the day-to-day cash flow of the company.. This is an opportunity to work in a fast-paced, collaborative environment as part of a small, high-performing team where your work will directly impact the payments, receipts, liquidity, and cash investments of EOG. The role ensures timely and accurate execution of treasury operations, supports adherence to internal controls and company policies, and contributes to process improvements and risk mitigation strategies.. The position is 100% in-office in downtown Houston, Texas.. Initiate treasury processes such as match pay, stop payments, void payments, and in-house check printing.. Collaborate with other departments across EOG's decentralized organization, including Accounting, Human Resources, Legal, and international entities to ensure seamless treasury operations.
Commerce is looking for a Senior Business Development Manager.. Commerce powers B2B and B2C eCommerce for more than 60,000 customers, including industry-leading brands like Brompton, Lululemon, Muzuno and On Running.. Reporting to our SVP of Strategic Business Development, the Senior Business Development Manager will support new business initiatives within the Strategic Business Development team at Commerce.. 5+ years of relevant post-undergraduate experience within a professional services environment; legal, management consulting, investment banking and corporate finance backgrounds are a plus. Familiarity with commercial contracting, comfortable working closely with internal legal counsel
At CF Industries, our mission is to provide clean energy to feed and fuel the world sustainably.. Performs SOX compliance audits including evaluating the design and operating effectiveness of key controls in various business cycles including, but not limited to General Accounting, Cost Accounting, Financial Reporting, Benefits, Payroll, Inventory, Derivatives, Tax, Treasury, Revenue, Fixed Assets, Accounts Payable, Accounts Receivable, Lease, Master Data and Inter-company.. Assist Internal Audit staff or co-sourced resources with technical skills related to SOX and other related compliance testing and identify staff development needs.. Minimum of five (5) years' experience in internal audit, public accounting, or equivalent experience in SOX compliance programs.. Certification required; SOX related or CPA/CIA preferred; MBA or master's degree in the field desirable.
Are you an experienced Audit CPA looking for a dynamic role where you can work on diverse client engagements, lead audit projects, and make a measurable impact?. Youll play a key role in audit planning, execution, and reporting , ensuring compliance with professional standards while mentoring junior staff and delivering exceptional client service. Ensure Compliance: Adhere to GAAP, auditing standards, and regulatory requirements.. 35 years of public accounting audit experience (6+ years for senior-level consideration).. Strong knowledge of GAAP, internal controls, and audit methodology
VP Compliance Testing and Monitoring Officer. Strong knowledge of areas such as capital markets, debt capital markets, investment banking, and corporate banking coverage as well as broker-dealer / swap dealer regulatory framework such as SEC, FINRA, NFA, CFTC rules. FRB / NYS DFS regulations. Business Conducts (Anti-Bribery & Corruption, Whistleblowing, Conflicts of Interest, Conduct Risks, Fraud risks etc.). Strong knowledge of areas such as capital markets, debt capital markets, investment banking, corporate banking coverage, broker-dealer/swap dealer regulatory framework (SEC, FINRA, NFA, CFTC)
ATI is seeking a Senior Treasury Operations Analyst to join our Finance and Treasury team at our Headquarters located in Dallas, Texas.. As an integral member of ATI's Treasury department, your core responsibilities will span the treasury organization and include global cash and liquidity management, cash forecasting, and support for the risk management (hedging and insurance), leasing, and pension functions.. A successful Senior Treasury Operations Analyst is innovative and process-oriented, a collaborator, and excellent communicator who can perform well in a visible role.. Integral part of forecasting, reporting, and executing on corporate hedging program including FX and commodities. Assist in managing the SOX compliance processes related to treasury operations
The Senior FX Analyst, Treasury will be a key contributor to the company's foreign exchange risk management programs.. This role, an integral part of the Treasury team within the Finance organization, will primarily focus on exposure analysis, trading, and other key activities requiring FX domain expertise.. This role is hybrid and will work out of the San Francisco or New York office an average of 3 days a week.. Manage balance sheet hedging and support multi-currency cash management needs. Execute FX trades including derivatives with
Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive.. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more.. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards.. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs.. For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive of individual needs.
Manage and monitor LIHTC (Low-Income Housing Tax Credit) compliance, financial reporting, and partnership exit strategies.. Strong knowledge of LIHTC, affordable housing finance, and San Francisco housing regulations.. Strong communication and collaboration skills with a commitment to equity and inclusion.. Through our innovative team building and recruiting solutions, we bridge the gap in executive leadership searches, direct hire recruiting, interim leadership placement, and temporary professional staffing.. Industries Non-profit Organizations and Civic and Social Organizations
Upon successful demonstration of performance and reliability, the consultant will transition to a hybrid remote schedule (4 days onsite / 1 day remote).. Support procurement efforts by assisting in the acquisition and renewal of software licenses, including negotiation with vendors for favorable terms.. Collaboration: Partner with IT, procurement, legal, and other relevant departments to align asset management activities across the organization.. 3+ years of experience in software asset management or IT asset management roles.. Experience with enterprise-level asset management tools (e.g., ServiceNow, Flexera, Snow).
Qualification: MBFINANCE / CA / CPA / CMA. He will be responsible for accurate and timely MIS - Financial reporting, with initiatives to improve financial results and reduce risk to the business.. Prepare and present detailed audit and compliance reports to senior management and the Board of Directors, ensuring transparency and accountability.. Work with cross-functional teams on cost control methods & initiatives to reduce costs. Hands-on experience in MIS - preparation of financial reports for management decision-making