Collecting information
Organizing data
This position reports to the Executive Vice President of Consumer Banking and Wealth Management and works closely with the Bank Chief Compliance Officer.. Maintain the WM Trust & Investment Policy manual and RIA Policies including proposal of new policies, edits to existing policies and ongoing recertification of existing policies.. Oversee WM business unit prepared regulatory reporting such as RC-T, Statement of Condition, KRI, KPI, etc.. Serve as the named Chief Compliance Officer for any WM RIA or broker/dealer entity and serve as business unit liaison with Corporate Compliance and Information Security.. Prior experience in Registered Investment Advisor (SEC Investment Advisers Act of 1940) and/or brokerage compliance positions (FINRA) and/or with trust regulatory compliance.
This position reports to the Executive Vice President of Consumer Banking and Wealth Management and works closely with the Bank Chief Compliance Officer. Maintain the WM Trust & Investment Policy manual and RIA Policies including proposal of new policies, edits to existing policies and ongoing recertification of existing policies. Oversee WM business unit prepared regulatory reporting such as RC-T, Statement of Condition, KRI, KPI, etc. Serve as the named Chief Compliance Officer for any WM RIA or broker/dealer entity and serve as business unit liaison with Corporate Compliance and Information Security. Prior experience in Registered Investment Advisor (SEC Investment Advisers Act of 1940) and/or brokerage compliance positions (FINRA) and/or with trust regulatory compliance.
Required: About 5 years of experience working with federal grant compliance and audit or risk management experience.. Department: Office of the CFO / Treasurer. Provide analysis, pre-award and post-award support services, and oversight to ensure compliance with applicable federal and NYS regulations and grant-specific requirements and serve as a resource for staff regarding grant-funded programs for fiscal and programmatic compliance matters.. 5+ years of experience working in a function responsible for federal grant compliance oversight.. Work closely with program, finance, legal, regulatory and internal audit staff.
Backed by Khosla Ventures and led by industry pioneers from companies such as; PayPal, Square, and Cash App, we are well positioned to build the future of inclusive finance through cutting-edge technology and customer-centric solutions.. Reporting directly to the Sr. Director of Finance, the Controller will be responsible for all aspects of accounting operations, financial reporting, internal controls, and tax compliance.. Oversee and manage all aspects of the monthly, quarterly, and annual financial close process, ensuring accuracy, timeliness, and adherence to GAAP, include CECL for loan loss reserve / allowance and revenue recognition.. Knowledge of specific FinTech regulations and compliance requirements (e.g., money transmitter licenses, KYC/AML).. Monthly fitness reimbursement up to $100 or a full membership to LifeTime Fitness
U.S. Soccer is in a period of significant growth, with ambitions plans for US soccer in the near and far future.. We are seeking a mission-driven and detail-oriented Nonprofit Finance and Treasury Manager to support the establishment and management of our organization's endowment, ensure accurate fund accounting, and provide robust financial reporting for our development and leadership teams.. Assist in managing daily cash operations, including monitoring cash positions, initiating fund transfers, and ensuring adequate liquidity across accounts that considers the sources of income generated by the endowment. Proficiency with accounting software (e.g., QuickBooks, Sage Intacct, Blackbaud Financial Edge).. CPA, MBA, CFA, or relevant certifications preferred but not required.
We are a people-powered beauty ecosystem, leveraging unique and engaging online and offline experiences as well as consumer participation to fuel our growth.. The foundational DNA of our brand is resonant across generations, timeless, and ripe for building upon.. Partner cross-functionally to understand and model existing and emerging business strategies and (or) partnerships with a focus on ROI and broader financial impact. Evolve the company-wide forecast process, including Retail, cash, inventory, working capital and capital expenditures. 2+ years of investment banking, management consulting, FP&A or corporate finance experience at a leading company
Our T&C team has been privileged to partner with enduring companies such as Databricks, Kaseya, Intapp, Snowflake, DoorDash, and Roblox.. Drive investment views and inform decisions via due diligence and industry and company analysis. Own and run financial modelling workstreams, including operating model, returns analysis, and valuation analysis. 1 to 3 years of relevant experience with a top-tier private equity, investment banking / M&A advisory, management consulting, or public equities firm. Strong academic credentials, ideally from finance/accounting/economics/engineering background
Were looking for a Vice President, Quantitative Product Manager to lead the development of cutting-edge digital solutions that empower investors.. Work at the intersection of quantitative finance, technology, and product strategy to deliver high-impact solutions.. Lead Cross-Functional Teams Partner with quantitative research, engineering, and investment teams to bring ideas to life.. Expertise in quantitative finance, data analytics, and investment strategies.. Experience in private equity, asset management, or wealth management is a plus.
This is a highly collaborative role and strong relationship building, content creation, and project management skills are critical as this individual will collaborate closely with colleagues in marketing, communications, compliance, product strategy and the private equity investment teams to produce and activate best-in-class marketing materials.. You will have extensive knowledge of private equity and alternative investments products and be curious and enthusiastic about this space.. Partner with Product Strategy and Investment teams to define and refine product positioning, value propositions, and messaging frameworks for private equity offerings across various investor segments (institutional, wealth, family offices).. 10+ years' experience in asset management marketing at a global Asset Manager or Alternative Investment management firm.. Bachelor's Degree required, CAIA, CFA, or MBA preferred.
This role will drive strategies around mergers, acquisitions, and private fundraising, ensuring alignment with the companys strategic objectives. The role requires expertise in private capital fundraising, strategic finance, and a deep understanding of the evolving AI landscape. Develop and lead Uniphores private fundraising strategy, targeting venture capital firms, private equity investors, family offices, and high-net-worth individuals. Partner with the Office of the CEO (OCEO) to execute Uniphores inorganic growth strategy, focusing on mergers, acquisitions, partnerships, and strategic investments. Extensive experience managing private investor relations, including direct engagement with venture capital and private equity firms.
Join our highly skilled Credit Risk Review (CRR) team as a Senior Credit Risk Review Analyst specializing in Commercial Lending.. Your deep understanding of commercial lending and credit risk practices will be crucial in providing valuable insights and recommendations to enhance our credit risk management.. Act as a Second Level Reviewer and effectively communicate credit risk review objectives, outcomes, and recommendations for issue remediation.. Possess expert knowledge of how and where to leverage industry and economic research tools into the review process.. Experience with Complex Transactions: 10+ years of Credit Risk or Credit Underwriting experience, specifically with larger, more complex transactions in Commercial, CRE, Corporate Banking, Leveraged Lending, Middle Market, etc.
This role requires a hands-on leader who thrives in high-volume transaction environments, ideally in both B2B2C and B2B businesses and is equally comfortable with big-picture strategy and detailed execution.. Oversee day-to-day finance operations, including accounting, FP&A, revenue operations, and compliance across multiple entities.. Lead and develop a growing finance team, including Controller, Staff Accountant, FP&A and outsourced specialists in Israel.. Experience in B2B2C and B2B model, food delivery, marketplaces, or SaaS strongly preferred.. Hands-on leadership style willing to dive into the details while guiding high-level strategy.
We are seeking a Chief Financial Officer to professionalize the finance organization, establish the processes to accelerate growth, and operate as an enterprise leader in the dynamic banking software market.. A strong network of leading investors in the banking and fintech sectors. Led strategic planning and budgeting delivering detailed financial planning and analysis (FP&A experience). o Champion data visualization as a core discipline within the organization. o Strong knowledge of corporate finance and accounting theory, principles, and practices to include GAAP, SaaS accounting, revenue recognition, financial systems, working capital and financial modeling
Contribute to firm-building initiatives such as talent acquisition, process improvement, and thought leadership.. Education/Credentials: A bachelor's degree in accounting, finance, business, or a similar field is necessary; a CPA or CFA designation is preferred.. Founded in 2010, Palm Tree specializes in supporting private equity firms, business operators, and management teams through strategic events such as mergers, acquisitions, divestitures, carve-outs, recapitalizations, restructurings, and performance improvement initiatives.. The firm's unique model combines the expertise of private equity, Big-4 accounting, and investment banking, delivering actionable solutions tailored to the challenges of middle-market businesses.. We are committed to developing a new paradigm to create a diverse and inclusive financial services firm of the future.
It will have direct or indirect responsibility for managing specific compliance programs and projects, including Pentax Medical's Spend Transparency; Grants and Donations; engagement of healthcare professionals; new and existing compliance policies and SOPs; compliance communication and awareness materials; employee training; global risk management and compliance investigations as directed by the Chief Compliance Officer.. Responsibilities of Director, Global Compliance Partner with multiple stakeholders throughout the Pentax Medical organization (legal, HR, operations, internal audit, QA/RA, sales and marketing) with primary focus on the Americas to manage and enhance an effective corporate compliance program and function and ensure that appropriate compliance policies, procedures, and internal controls are in place. Collaborate with the Chief Compliance Officer and global team to continue to enhance the culture of ethics and compliance at Pentax Medical. Requirements Bachelor's degree; Advanced degree or law degree preferred, but not required.. Strong knowledge of key laws and regulations impacting the medical device or life science industry (e.g., AKS, Sunshine Act)
The Chief Financial Officer (CFO) serves as the strategic financial leader responsible for the financial strategy, management, and health of the company.. Financial Planning & Analysis. Structure and secure debt financing for land acquisition and development projects. Direct company-wide cash flow management, forecasting, & treasury operations. Develop a system for regular investor reporting and prepare professional presentations to communicate financial performance metrics to investors and partners
This person will play a critical role in client service, project execution, media relations, and strategic communications, ensuring high-impact results for our clients.. This individual should have strong client service and media relations skills, a deep understanding of industry dynamics, and natural curiosity about the stakeholders and evolving landscape of private capital firms, hedge funds, asset and wealth managers, investment and commercial banks, fintech companies, real estate investors, insurers and other institutional market participants.. Basic Qualifications Bachelor’s degree in political science, business, journalism, public policy, communications, or a related field.. Familiarity with corporate communications programs and a keen interest in deepening expertise within institutional financial services, including private equity, asset management, banking, insurance, hedge funds, fintech, venture capital, and cryptocurrency.. Understanding of visual communications, social media, and digital marketing, with the ability to incorporate these elements into client programs.
Description The Managing Director develops and maintains profitable relationships with large and mid-corporate Healthcare companies and select private equity groups nationwide.. Please note: Preferred locations are Nashville, Columbus, Cincinnati, or Charlotte, but open to remote anywhere in the U.S.. Drives new revenue growth through new client acquisition and cross-selling of applicable bank products including loans, deposits, capital markets, treasury management, and other services in all Huntington segments based on assigned goals.. Retains and deepens existing and new relationships by delivering compelling ideas and insights in concert with product partners.. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.
Keystone is a premier strategy and economics consulting firm solving the most complex challenges of competition, strategy, and intellectual property for leading technology firms and global brands.. Consultants are a crucial part of our future growth, developing our culture, hiring and mentoring employees, and participating in new business development.. As a Consultant on a project team, you will have the opportunity to partner with recognized academic experts from top universities including Stanford, Harvard, MIT, Wharton, and more.. Degree in Finance, Financial Engineering, Economics, Econometrics or Mathematical Statistics with modules in macro-finance, capital markets, financial modeling, corporate finance, valuations. Relevant professional or internship experience within investment banking, hedge funds or private equity
This person will play a critical role in client service, project execution, media relations, and strategic communications, ensuring high-impact results for our clients.. This individual should have strong client service and media relations skills, a deep understanding of industry dynamics, and natural curiosity about the stakeholders and evolving landscape of private capital firms, hedge funds, asset and wealth managers, investment and commercial banks, fintech companies, real estate investors, insurers and other institutional market participants.. Basic Qualifications Bachelor's degree in political science, business, journalism, public policy, communications, or a related field.. Familiarity with corporate communications programs and a keen interest in deepening expertise within institutional financial services, including private equity, asset management, banking, insurance, hedge funds, fintech, venture capital, and cryptocurrency.. Understanding of visual communications, social media, and digital marketing, with the ability to incorporate these elements into client programs.