Collecting information
Organizing data
Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts.. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.. Responsibilities A Customer Service Representative (CSR) is responsible to deliver a positive customer experience to current and prospective bank customers on the banking floor.. This position must be able to adapt well in the face of workplace stressors such as customers service complaints.. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Support the Energy Transformation team's onsite energy solutions, energy efficiency projects, electric vehicle charging business, and renewable energy investments and contracts through financial analysis and modeling. Provide decision support by building and validating financial models for energy capital projects, ensuring consistency in methodology and market assumptions. Experience in investment banking, project finance, project development strongly preferred. Paid time off benefits include PTO (including sick leave), parental leave, family care leave, bereavement, jury duty, and voting.. Other benefits include short-term and long-term disability, company discounts, Military Leave Pay, adoption and surrogacy expense reimbursement, and more.
This will include direct responsibility for general accounting, finance, forecasting, payables, order entry, billing, budget management, strategic planning, cost accounting, bill of materials, general ledger accountability, P&L & cash flow management, business and financial analysis, and financial planning and reporting.. Certified Public Accountant (CPA) or Certified Management Accountant (CMA) license preferred (or working towards).. Requires the ability to use JD Edwards, GL Inquiry Insight Software, FAS accounting software, Access Database, and Intuitive ERP Manufacturing software.. Exceptional knowledge of finance, accounting, budgeting, cost accounting and cost control principles, and Generally Accepted Accounting Principles (GAAP), IFRS, SOX compliance, and SEC Reporting.. Financial Analysis - Knowledge of the principles, methods, and techniques of financial analysis, forecasting, and modeling to interpret quantitative and qualitative data; includes data modeling, earned value management, and evaluating key financial indicators, trends, and historical data.
Carmel Partners, one of the nation's leading specialists in real estate investment management, with expertise in the investment, development, and construction of multi-family real estate, is seeking a Financial Planning & Analysis Associate on the Fund Management team in our San Francisco Regional Office.. This position goes beyond core investor reporting and cash planning-it offers the opportunity to lead fund-level analytics and deliver high-impact insights that inform decisions at the highest levels of the firm.. 4+ years of progressive experience in FP&A, fund management, real estate private equity, investment banking, or a related field, with a demonstrated ability to influence strategic outcomes. Advanced Excel and financial modeling expertise; proficiency in Microsoft Office Suite; experience with investor management platforms such as Juniper Square. Founded in 1996, Carmel is one of the nation's leading specialists in real estate investment management, focusing on U.S. multifamily development and construction, renovation, and debt investments.
Partner cross-functionally with product, operations, billing and legal teams to ensure financial accuracy across payments, settlements, and fee structures. 2+ years in-house at a high-growth operating company (fintech, SaaS, or payments experience strongly preferred) with strong understanding of payments issuing and acquiring money flow. Experience with accounting software (e.g., QuickBooks, NetSuite, or similar ERP systems) and workforce management software like Rippling. Option to be fully remote or hybrid. At Payabli, you'll have a front row seat to building a high-growth venture backed fintech company.
The selected candidate will offer guidance and best practices to document, review, test, and report risk and control matters effectively.. Discounts, wellness rewards, health coaching, and employee assistance programs. CPA, CIA, FRM, or CRMP certification preferred. 2-3 years of experience in Big 4 public accounting or a comparable field focusing on financial controls, SOX audits, or risk management. Experience with financial controls, internal audit, or SOX compliance in large organizations ($3B+ revenue)
Join to apply for the Capital Markets Managing Director Public Finance (M)(F) role at PNC. The Managing Director within PNC's Public Finance organization will be based in Houston, Dallas, San Antonio, or Austin, TX. The Managing Director for PNC’s Public Finance organization will be a producing banker and help lead investment banking efforts for PNC’s Capital Markets in Texas. High-performing, experienced public finance investment banker with a proven track record of proactive calling and originating municipal bond business across Texas, focusing on major and middle-market transactions. Ability to elevate bond underwriting roles from co-manager to lead.
The Intuit Customer Success (ICS) ecosystem adopts a platform approach to connect people with expertise and serve customers according to their preferences.. Responsibilities Strategic Planning: Utilize customer, competitor, and business insights to support 1- and 3-year strategic plans, identify risks and opportunities related to growth and profitability, and support capital allocation through ROI evaluations.. Minimum Qualifications 8-10+ years of experience in strategic finance, FP&A, investment banking, or management consulting.. Influence skills across all leadership levels to drive actions and decisions, maintaining grace under pressure, with humor and humility.. Advanced proficiency in Microsoft Excel for complex financial modeling; Tableau and Hyperion Essbase experience preferred.
Regional CPA firm seeking an Audit manager or Sr. Audit Manager. This is a partner track opportunity Responsibilities: Responsible for managing multiple auditing and accounting projects and client engagements. Responsible for planning and executing the full scope of audits for a variety of businesses. Prepare, review and analyze financial statements. Simultaneously, scheduling, staffing and coordinating engagement workflow Train & develop staff Qualifications CPA (5) years of audit experience in public accounting 1-3 years of recent managerial experience in a public accounting firm Strong leadership skills, ability to participate in and manage teams Knowledge of laws and regulatory compliance Strong communication, research, analytical and writing skills
This position is part of the Risk & Control Assurance department and is responsible for leading a team to support the sustainability of business systems.. Process improvement mindset with Six Sigma, Lean, or PMP desirable.. The work environment involves collaborating with various teams within the Risk & Control Assurance department, including the Controls Testing Team and the Business Systems Assistance Team. The role involves managing a small team with a focus on process improvement and internal controls, with a breakdown of responsibilities being 30% audit, 50% process improvement, and 20% internal controls.. Medical, dental, and vision insurance Employee Assistance Program (EAP) Recreation facilities and Employee Recreation Association (ERA). 401(k) Retirement Savings Plan Defined Benefit Pension Plan 8
Perform high level coordination of the key program activities such as managing internal and external stakeholders, budget preparation, risk management, assurance, interface management, conflict resolution, resourcing of the program, reporting and communication of the progress of each program.. Lead the formulation of key project strategic decisions that need to be made to ensure success for project delivery such as scoping, contract strategies, consultant selection, business case development, resourcing, budgets, and risk management.. Knowledge in utilization of ERP software (CMMS, EAM, Inventory management, risk, project management).. Experience with IBM Maximo/Tririga and Workday or equivalent is preferred.. Advanced experience in asset management, maintenance, operations, project management, procurement, internal audit, risk management, and business best practices in an operating environment.
Join to apply for the Audit Senior Manager role at Assurance Dimensions (An AbitOs Company).. As an Audit Senior Manager, you will work as part of a team of problem solvers with extensive auditing and industry experience, helping our clients by providing efficient and effective external audit services and consulting as required. Supervise and mentor audit staff and seniors, providing ongoing feedback and performance evaluations. Experienced in M&A, divestitures, startup funding, single audits, and FDOT audits, with strong technical knowledge of U.S. GAAP, IAS/IFRS, and U.S./International auditing standards (GAAS/ISA). Possesses a strong understanding of internal controls and SOX compliance, including experience in executing integrated audits for public companies from control identification through testing and conclusion.
Managers within Fund Management are assigned to one or more investment funds and are responsible for supporting all aspects of the funds’ operations including quarterly valuations, investment funding and execution, investor reporting, compliance, tax and legal matters as well as internal financial planning and analysis for associated business units.. Responsibilities Quarterly Fund Performance and Investor Reporting. Fund Forecasting/Budgeting Provide support for the preparation of annual fund operating budgets through completion of operating revenue and expense projections.. Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations.. Carlyle invests across three segments - Global Private Equity, Global Credit and Carlyle AlpInvest - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.
We are seeking a highly skilled Senior Manager, Treasury Operations to lead and enhance the company’s treasury operations.. Treasury Operations Management: Oversee daily treasury operations, including cash positioning, forecasting, and liquidity management to ensure sufficient funding for business needs.. Automation & Process Improvement: Drive automation initiatives in treasury operations, leveraging treasury management systems (TMS) and ERP integrations to improve efficiency and accuracy.. Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CFA or CTP preferred.. 7+ years of experience in corporate treasury operations, cash management, or financial services, with a focus on PSPs and banking relationships.
Special Assets Management. Coordinate with credit, lending and operations departments for loan workouts, foreclosure, or liquidation processes. Oversee and manage REO upon acquisition and through disposition. Minimum of 5 years’ experience in collections, credit risk, or special assets management in banking or financial services. Strong knowledge of loan products, collateral management, credit analysis, and legal recovery processes
Overview Managing Director, Capital Markets and Syndications is a senior leadership role responsible for overseeing the origination, structuring, and execution of capital markets transactions, including syndications, interest rate hedging and other capital market products.. Education & Experience Knowledge Of: Deep understanding of related regulatory frameworks and credit risk management. Provide expertise in commercial lending, structured finance and capital markets execution within a regulated banking environment.. Review and negotiate operational and regulatory terms within legal loan documentation. 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.
Join us and discover an environment in which you’ll be supported to learn, grow and become your best self.. Finally, the Department is responsible for shaping and executing BD’s corporate strategy as well as developing and maintaining valuation models and transactional, diligence and integration processes.. The Senior Manager Corporate Development will play a critical role supporting BD’s M&A process from start to finish working closely with senior Corporate Development leadership in developing M&A strategies, identifying potential targets, and overseeing all aspects of transaction execution.. Work in close partnership with business unit leadership to develop investment theses for potential acquisitions and create detailed operating models to stress test key assumptions.. Minimum of five years business experience preferred, in investment banking, corporate finance or corporate development/M&A preferred.
The COO will lead a diverse team of professionals across various departments, including Branch Operations, Deposit Operations, and Treasury Management.. Deposit Operations: Manage the deposit account lifecycle, from opening to closing, and oversee all related back-office functions.. Treasury Management & Payments: Lead the development and delivery of treasury management products and services, ensuring the efficient processing of all payments.. Risk Management & Compliance: Ensure that all operational activities adhere to federal and state banking regulations, including but not limited to BSA/AML, OFAC, and SOX.. Experience: A minimum of 5 years of progressive experience in banking operations, including a senior leadership role, is preferred.
With full regulatory clearance and a proprietary, vertically integrated platform , they are enabling enterprises to directly access U.S. government-backed assets and streamline treasury operations.. 5+ years of success in enterprise SaaS sales within fintech , financial services , or adjacent sectors.. Background at companies like Anaplan, Tagetik, FIS, Kyriba , or comparable financial software vendors strongly preferred.. Open to high-performing investment banking professionals (e.g., Goldman Sachs, UBS ) looking to transition into fintech sales.. Candidates should be comfortable generating their own leads , owning the full sales cycle , and thriving without SDR or BDR support.
Our retail division, Community Bank, N.A., operates more than 230 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts.. Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration.. A Customer Support Representative (CSR)/Teller Support Specialist is responsible to deliver a positive customer experience to current and prospective bank customers on the banking floor and the teller line.. The person in this position will routinely move between the customer service desk and teller line as needed.. A CSR/Teller Support Specialist must be able to adapt well in the face of workplace stressors such as customer service complaints.