Collecting information
Organizing data
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.. We are looking for a Premier Client Support Specialist in San Diego, CA. This role focuses on coordinating all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments.. Coordinates all Premier Wealth Management support activities, special projects, internal controls, including training of new accounts functions, loan processing and serve as the liaison between Premier Wealth Management groups (Executive, Private and Non-Profit), Branch Administration, Compliance and other bank departments.. Reviews and audits loan documentation for accuracy and completeness and follows up as necessary.. Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
We are an industry leader, manufacturing the cleanest steel in the world for companies in the industrial, aerospace and defense, automotive, and energy markets.. External Financial Reporting: Support the process of filing the 10-Q and related 8-K with the Security and Exchange Commission for the second quarter, including preparing financial statement tie-outs, supporting the earning release process, and providing other support on quarterly procedures as needed.. Treasury: Assist with daily cash reconciliations, monthly cash and debt reporting requirements, monthly pension compliance items, and other special projects as they arise.. Financial Planning & Analysis: Receive insight into and aid, as needed, in helping to prepare the recurring company forecast and provide support on other month-end financial analysis.. Accounting: Learn about and support the booking of journal entries, monthly account reconciliations, and the monthly consolidation process, as well as some insight into areas such as tax, accounts receivable, or accounts payable.
This role is focused on supporting the Civilian Payroll workstream by providing audit facilitation, business process improvement, and communication management.. Draft and review corrective action plans (CAPs) to address audit findings and non-compliance reports (NFRs).. Support business process improvement activities by analyzing Army budget execution sub-processes and identifying areas for enhancement in areas such as procurement, revenue, budget, military payroll, and civilian payroll.. Education: Master's degree in Accounting, Finance, Information Technology, or Business Management, or a relevant certification (CPA, CISA, PMP, CGFM, CDFM).. Contribute to meaningful audit facilitation and remediation efforts that impact Army budget execution and business processes.
This role will play a key part in driving our strategic growth initiatives through in-depth data analysis, financial modeling, and market research, specifically supporting mergers, acquisitions, and other strategic transactions within the nuclear energy industry.. 5+ years of experience in financial analysis, investment banking, private equity, corporate development, or a related field.. Experience with financial data providers (e.g., Bloomberg, Refinitiv) is preferred.. Director, Analytics,Science&Productivity tools, ISFX Seattle, WA $213,700.00-$318,000.00 1 week ago. Group Product Manager, AI and Advanced Analytics, BigQuery Senior Corporate Strategy Manager - Strategic Pricing Data Engineering Manager, Analytics (Monetization) Bellevue, WA $173,000.00-$242,000.00 2 weeks ago
Three years of experience in accounting, auditing, banking, compliance management, financial operations, or insurance; OR. A Certified Public Accountant (CPA) license, Certified Financial Examiner (CFE), Certified Fraud Examiner (CFE), or Certified Internal Auditor (CIA) designation.. Reviewing Financial Records: Examine detailed records of assets (cash, loans, investments, real estate, and equipment) and liabilities (deposits, debts, taxes, and accrued expenses) to verify the accuracy and completeness of financial statements.. Career Growth Opportunity: Advancement in this role may involve earning professional designations through the Society of Financial Examiners (SOFE), such as the Accredited Financial Examiner (AFE) and Certified Financial Examiner (CFE).. NO CIVIL SERVICE exam is required to be considered for this vacancy.
TRG Screen is the leading provider of market data and subscription management technology and automation solutions, tailored to the unique needs of financial institutions and legal firms.. Our integrated suite of solutions includes market data and subscription spend management, usage management, compliance reporting, and comprehensive managed services, which hundreds of clients worldwide use to remove cumbersome and inaccurate manual processes and gain control over market data and subscription costs at scale.. For more than 25 years, TRG Screen has enabled businesses who rely on market data to monitor and strategically manage spending and usage of data and information services, including market data, research, software licenses, consulting and other necessary corporate expenses.. Ensure that executives are fully equipped with the necessary materials and information for meetings, events, and travel.. 2+ years administrative support experience within a fast-paced professional environment; private equity, investment banking, law firm or professional services experience a plus
This position reports directly to the Vice President Finance & Chief Financial Officer for RML Health Providers L.P. and is primarily responsible for financial reporting / general accounting, patient financial services, admitting, charge revenue compliance, and the integrity of the organization's internal financial controls.. With guidance from the Vice President Finance and CFO leads the annual external audit process ensuring the integrity of financial reporting including compliance with GAAP at all times.. Works effectively with the Vice President Finance and CFO and the Compliance Officer to investigate and resolve all charge compliance issues and takes appropriate corrective action as necessary to prevent re-occurrences.. Manages and maintains positive working relationships with external organizations such as CMS, HFS, Medicare Administrative Contractors, IRS, financial institutions, insurance brokers, key vendors, third party payers, IHA, auditors, etc.. Assists the Vice President Finance and CFO and Compliance Officer supporting and maintaining internal controls necessary to ensure the organization complies with all laws including Medicare and Medicaid rules and regulations.
Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families.. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees.. Review and escalate all loans that require flood insurance to ensure accuracy and compliance with flood policies and procedures. Maintain an understanding of mortgage compliance including but not limited to FactACT, FCRA, TRID, ECOA, BSA and HMDA. Works directly with the Underwriting Manager and when necessary Mortgage Underwriters to provide feedback on both loan level issues and global underwriting matters
Join to apply for the Regulatory Compliance Manager role at Zytek Medsearch. We are seeking an experienced Regulatory Compliance Manager to join our team and oversee critical compliance functions across our organization.. This role requires expertise in both traditional finance and cryptocurrency regulations globally, with responsibility for managing regulatory relationships, examinations, and risk assessments.. Partner effectively with Internal Audit teams on compliance initiatives. Comprehensive regulatory knowledge spanning both traditional finance (TradeFi) and cryptocurrency/digital asset regulations globally
The Audit Liaison plays a critical role in assisting the CFO and the Associate Vice President of Strategic Business Services in aligning audit processes with administrative priorities and ensuring compliance with CSU policies, federal and state regulations, and institutional standards.. Collaborate with internal Strategic Business Services departments and other units such as Risk Management, Financial Services and Budget Management, Academic Affairs, Athletics, Research and Student Affairs to ensure alignment with audit requirements. Collaborate with Emergency Management, Risk Management, IT, Facilities, and other stakeholders to ensure business continuity plans are integrated with emergency response, disaster recovery, and information security plans. Masters degree or relevant certification (e.g., CIA, CPA, CFE). The CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measures established by each campus.
The Finance Coordinator is reponsible for managing the everydary financial and accounting functions of the company including A/R, revenue recognition, A/P, payroll, cash & expense management and financial reporting. Cash Management - Manage our banking arrangements and liquidity.. Tax Compliance - Manage sales tax compliance through Avalara.. 1-2 years of relevant finance or accounting experience in a B2B business.. Experience with QuickBooks Online and Avalara
BII also offers impact investing education and training.. Through our Advancing Regenerative Capital (ARC) Fellowship, we have trained 70 fund managers from 30 organizations to launch community-based impact funds focused on economic justice.. As we expand our investing and field-building work, BII is currently seeking an experienced and values-aligned Investment Manager to source, structure, and steward a robust pipeline of impact investments in our target geography that deliver both financial returns and measurable social and/or environmental impact.. 5-7 years of experience in impact investing, community development finance, real estate, private equity, venture capital, and/or mission-aligned capital deployment. Deep understanding of impact investing principles, impact measurement methodologies and frameworks, and sustainability practices.
The Business Banker II will manage and grow relationships with small-to-medium-sized businesses with up to $5 million in annual revenues, delivering customized financial solutions with total credit exposure of up to $3 million.. In addition, the Business Banker is responsible for end-to-end relationship management, from sourcing and analyzing client opportunities to structuring loans and monitoring portfolio performance, while actively collaborating with internal and external partners to enhance client value.. Serve as the primary relationship manager, deepening client relationships through consistent engagement and cross-selling of banking solutions, including cash management, personal banking, and wealth management solutions.. This is a full-time position that will serve within our Delaware County market.. Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures, and related programs.
We are seeking a highly strategic and experienced Senior Director of Finance to lead the financial operations of our dynamic Macmillan Children's Publishing Group (MCPG).. Strong understanding of publishing industry economics, including revenue recognition, royalty accounting, inventory management, and production costs.. Advanced Excel skills essential (xlookup, index/match, pivots, etc); Powerpoint skills required; SAP/AO and Power BI skills a plus.. U.S. publishers include Celadon Books, Farrar, Straus and Giroux, Flatiron Books, Henry Holt & Company, Macmillan Audio, Macmillan Children's Publishing Group, The St. Martin's Publishing Group, and Tor Publishing Group.. The German publishing company, Holtzbrinck Deutsche Buchverlage, includes among its imprints S. Fischer, Kiepenheuer & Witsch, Rowohlt, and Droemer Knaur.
FMS is primarily responsible for financial policy oversight, quality assurance and financial services at Stanford University and its affiliated entities.. The Treasury Analyst position reports to the Treasury Manager in the Office of the Treasurer, and plays a key role in supporting the University's daily cash management and treasury operations.. This role takes ownership of the Treasury Management Workstation functions and creates and maintains reports on the activities affecting foreign and domestic cash operations.. Foster the daily cash management and operations for the University by taking on responsibilities that include annual year end close and audit support, FBAR reporting, assist with the foreign exchange hedging program, maintain the banking structure, and bank account analysis reviews.. Develop and maintain desktop procedures and process documentation for the Office of the Treasurer's Cash Operations, including business continuity plans.
This role will provide strategic legal support on securities compliance, corporate finance, governance, and subsidiary management.. Provide legal advice on public company securities law matters, including SEC reporting (10-K, 10-Q, 8-K), proxy statements, and investor communications.. Support capital markets activity including equity and debt offerings, credit facilities, and strategic financing transactions.. J.D. from an accredited law school and admitted to practice in at least one U.S. jurisdiction.. 8+ years of legal experience, including both top-tier law firm and in-house public company experience, ideally in the tech sector.
The Navan Treasury team is hiring a Director of Capital Markets to join our growing team!. You will also develop a risk management function across all areas of Treasury risk, including foreign exchange, interest rate, and counterparty risks.. Manage current debt facilities across multiple instruments including: warehouses, asset-based lines, term loans, and convertible notes.. Partner with FP&A on financial modeling and develop a free cash flow forecast to support strategic decision-making and liquidity management.. Deep understanding of diverse debt and equity instruments and funding sources; experience managing facilities, amendments, and legal documentation of credit facilities.
We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy-out, Venture Capital, Real Estate and Fund-of- Funds.. For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services.. The Engagement Manager at Standish is responsible for managing and leading all client engagements.. In conjunction with the Engagement Director, the Engagement Manager is responsible for supervising the Fund Controller and Associate in matters of fund accounting, capital account maintenance and financial statement preparation.. manager at a public accounting firm
Chief Financial Officer (CFO) w/ direct fundraising exp.. Job Description An emerging biotechnology company developing and combining a family of products and services to revolutionize connective tissue restoration and chronic disease management is seeking a Chief Financial Officer (CFO) with direct fundraising experience.. The ideal candidate will have a proven track record of preferably direct fundraising experience of over $100MM in venture capital, private equity, institutional credit, and community funding, negotiating licensing deals, scaling businesses, as well as having strong finance or accounting.. The ideal candidate will have high growth experience as part of a startup or have co-founder/founder experience.. Demands excellence in financial planning, analysis, and execution to support the company's growth and profitability.
Application Risk Assessment: Using a risk-based approach, perform application technology risk assessments, including dimensions of password compliance, user access provisioning and deprovisioning, segregation of duties, resiliency, computer operations, alignment to firm standards, vulnerability health, technical currency and availability.. Risk certifications preferred (CISA, CISSP, PMP, etc).. Minimum of 7+ years of experience in IT risk management, operational risk, or technology internal audit within the banking or financial services industry.. Strong understanding of operational risk management techniques and control assessment methodologies.. Deep understanding of technology risk frameworks for infrastructure, cloud, cybersecurity, service management, and delivery (e.g., NIST, ISO, FFIEC), CRI/CRI Profile, and risk rating methodologies.