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Our client is a medical-surgical, laboratory, dental, and animal health products wholesale distributor.. Financial Planning & Analysis (FP&A). Manage all aspects of the company’s ESOP, including plan administration, compliance, reporting, and employee communications.. Oversee 401(k) retirement plan administration, ensuring compliance with ERISA and IRS regulations.. CPA, CMA, or CEBS (Certified Employee Benefits Specialist) certification strongly preferred.
The following topics will be explored: capital budgeting, capital structure decisions, cost of capital determination, mergers and acquisitions, leveraged buyouts, and financial distress and bankruptcy.. The focus is on advanced private wealth management topics, such as multi-generational estate planning, sophisticated tax planning strategies, retirement planning, asset protection, and risk management.. Topics include perceptions about risk and reward and financial decision making in the areas of investing, trading, valuation, capital budgeting, capital structure, dividend policy, agency conflicts, corporate governance, and mergers and acquisitions.. Entrepreneurial Finance – This course introduces students to the full range of alternative financing for enterprises, including friends and family, angels, venture capital, special situation debt, hedge funds, real estate, and leveraged buyouts.. We offer an outstanding liberal arts education provided by dedicated, gifted teacher-scholars who are supported by a compassionate team of faculty and staff.
In this role, you will work closely with senior leadership to develop and implement financial strategies, manage budgeting and forecasting processes, evaluate investment opportunities, and ensure compliance with financial regulations.. Oversee budgeting, forecasting, financial reporting, and analysis.. Bachelor's degree in Finance, Accounting, or a related field; MBA preferred.. In-depth knowledge of financial analysis, budgeting, and forecasting.. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.
Conduct financial modeling, valuation, and industry research to evaluate investment opportunities.. 2–4 years of experience in investment banking, private equity, or consulting, with a focus on M&A or financial analysis.. Balances intellectual intelligence, emotional intelligence, work ethic, humility, and curiosity. Council Capital is a healthcare-focused private equity firm based in Nashville, Tennessee that manages over $350 million of committed capital.. We invest in lower middle market healthcare companies where we can accelerate growth by applying our Council Model, which draws upon the resources and experience of our CEO Council, Strategic Healthcare Investors, and Value Creation Team. Council Capital targets control and minority investments with enterprise values between $10 million and $100 million.
The SVP, Regulatory Reporting (C14) role is a senior level position within the Controllers Organization that will report up through the Global Head of Regulatory and Capital Reporting.. The position will have a high level of visibility within the organization with opportunities to work directly with Executive Management and will interact very closely with other Finance and non-Finance functions throughout Client, including the Businesses, Risk, Treasury, Capital Controllers, SEC Reporting, Enterprise Data Organization, as well as Enterprise Technology, & Operations.. Perform assessments of identified data and control issues to determine impact to our US Bank Regulatory Reports, thru application of Regulatory Reporting expertise.. In-depth knowledge of U.S. regulatory reports such as those mentioned above along with exposure to Basel III capital regulations, GAAP/SEC Reporting and stress testing frameworks like CCAR.. Education: Bachelor's/University degree in Finance, Accounting or related field; CPA or MBA preferred.
This role requires a highly skilled professional with expertise in treasury management, tax management, and team leadership.. Master’s degree in Finance, MBA, CFA, CMA, CPA (preferred).. Proven experience in financial planning, analysis, and reporting (FP&A).. Experience with tax filings, treasury, cash flow management, and financial risk management.. Experience with EPICOR, PowerBI, Prophix, Peoplesoft (preferred)
POSITION RESPONSIBILITIES Summary: This hybrid role provides an excellent opportunity to gain hands-on experience in real estate finance at a leading publicly traded REIT. This individual will be a part of a high caliber team and will work closely with leadership in a dynamic, fast-paced environment, and will provide critical analytical support across finance, development/redevelopment, capital planning, reporting, forecasting, and budgeting.. Responsibilities include but are not limited to: Support financial planning, budgeting, and forecasting processes for corporate and property-level finance.. Prepare deliverables for quarterly earnings calls, including Q&A preparation and investor relations support.. Perform additional duties as assigned in connection with management of development, redevelopment, tenant improvement and capital expenditure projects and tracking.. Collaborate with cross-functional departments including Accounting, Portfolio Management, and Investments to provide financial analysis and support strategic decision-making.
The Assistant Treasurer provides the company with the financial resources needed to execute day-to-day global Treasury operations and long-term strategic financial goals, while guiding the company through sometimes volatile financial markets.. As a key resource within the Treasury team, the Assistant Treasurer is critical in ensuring that the company has the daily liquidity, financial resources, effective working capital management and appropriate financial risk management and mitigation strategies.. Direct and manage capital markets activities including debt issuances, investment management, share repurchase program management, foreign exchange hedge management and ensuring all the related financial reporting comply with accounting standards. Oversee integration of Treasury operations and activities related to Company's acquisitions, divestitures and strategic initiatives. A minimum of 7+ years of work experience in Corporate Finance, Treasury, Foreign Exchange, Global Cash Management, Investment Banking, and/or the Capital Markets or related areas
The company specializes in various insurance lines, including accident and health, specialty commercial auto, marine and international risk, and professional liability.. Key responsibilities include preparing and reviewing financial statements, overseeing financial reporting for SEC filings and internal use, supporting budgeting and forecasting, and ensuring strong internal controls.. Bachelor’s degree in Accounting/Finance; CPA preferred.. 8–10 years of experience in accounting/financial reporting (insurance/MGA experience a plus).. Experience with Microsoft Office, Workday, Power BI, and financial systems preferred.
We are working with a growing public company in the retail sector who is in need of a Sr. Manager/Director of Strategic Finance and Analytics. o Oversee testing and validation of data warehouse / Power BI reports / dashboards to ensure accuracy of historical data through monthly KPI audits. o Produce ad hoc reporting needs out of Power BI, and when required directly from the Snowflake-based data warehouse. M&A and Strategic Finance. Advanced proficiency in Snowflake, SQL, Power BI, MS Excel, MS Office ; in-depth financial modeling skill-set.
Job details Spherion Staffing is interviewing candidates for a Senior Accountant role.. This Accountant role is responsible for the corporate accounting practices, the maintenance of accounting records, and the preparation of financial reports.. Has responsibility for general accounting, internal auditing, and tax compliance.. The candidate will use careful analysis to influence colleagues with fact-based approaches and ideas to ensure optimal performance and results.. The ideal candidate will be capable of challenging senior management as well as colleagues in the business in a constructive, balanced way, offering solutions and fresh thinking
If you're passionate about using flexible capital to address climate change, this is your chance to lead and shape the future of climate solutions with us.. This role is critical to supporting our corporate finance, project finance, and budgeting/reporting efforts as we grow and expand our operations.. Convert project-level budgets to project finance models and scenarios to evaluate risks, returns, and feasibility for US-based and international project opportunities.. 3+ years of experience in corporate or project finance, ideally in investment banking, infrastructure, or consulting.. Proficient in project finance structures, including risk analysis and scenario planning.
Project Finance Analysis. Conduct detailed financial analysis and modeling to support the evaluation and execution of project finance initiatives. Collaborate cross-functionally to analyze renewable energy project economics. 2-4 years’ experience in project finance, development finance, corporate finance, or related. Proven experience in financial analysis, financial modeling or a related field, with a strong focus on project finance and investment analysis
Wholesale Lending Services (WLS) is part of the Commercial Investment Bank providing lending servicing support to multiple business units across the firm and around the world.. The Operation provides loan documentation; closing and funding; payment and fee processing; syndication loan trade processing; credit administration; collateral perfection and management, customer service and reporting; and construction management.. This position is responsible for the set-up and funding of corporate syndicated loan transactions for Commercial Bank and Corporate & Investment Bank Clients on the LoanIQ product processor.. Provide deal origination and execution support to Debt Capital Markets and Credit Risk Management. Knowledge or experience with Syndicated Loans
Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom.. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage.. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services.. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals.. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
Capital management and stress testing (CCAR), scenario management and management. Credit risk management. Counterparty Credit / Market risk management including IR, FX, Equity etc.. Resolution and Recovery Programs and 165D plans across Capital, Liquidity, Governance Mechanisms, Operational, Legal Entity Rationalization, Insured Depository Institution Resolution, Derivatives and Trading.. Bachelor’s degree with exposure to Analytics, Applied Mathematics, Banking and Finance, Engineering and Business, Finance & Investment Analysis, International Business, Mathematical Economics, Mathematical Statistics, Quantitative Finance, Risk Management
In addition, Wintrust operates various non-bank business units, providing residential mortgage origination, wealth management, commercial and life insurance premium financing, short-term accounts receivable financing/outsourced administrative services to the temporary staffing services industry, and qualified intermediary services for tax-deferred exchanges.. The Senior Portfolio Manager supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $20MM to $500M in revenue and calculating critical credit metrics such as cash flow, leverage, working capital, and collateral coverage.. Monitor assigned portfolio for early warning signs of financial weakness or other risks and work with borrowers to develop and execute an appropriate plan to mitigate risk and/or transfer to Special Assets Group. Review and negotiate loan documentation in consultation with legal counsel and ensure renewals and modifications are properly closed. Serve as contact for, provide support of and responses to internal audits, loan review, compliance reviews and regulatory exams for the bank
Our team oversees investing, portfolio management, operations, startup incubation, estate planning, a charitable foundation, and a $1bn+ family office started by a dynamic technology entrepreneur (the "principal").. Help set and manage investment, portfolio creation, and finance strategy using estate planning in conjunction with the Principal.. Oversee all investments, liquidity needs, cash flows, financial reporting and tax accounting.. Efficiently manage a lean internal team (1-2 direct reports) and a group of A+ external back office, tax, legal, estate planning, charitable organization compliance and other vendors.. Investment Management, Investment Advice, and Venture Capital and Private Equity Principals
The ideal candidate will have relationships within the investment banking, private equity, or venture capital community.. Daily networking and communication within the IB, PE, and VC arena.. Outgoing personality with experience in sourcing and cold-calling.. LHH specializes in the career placement of top notch accounting and finance professionals.. As accountants and CPA’s from the industry we serve, we worked within the accounting and finance industries first, found the careers that make us happy, and now enjoy doing the same for other professionals.
Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities.. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools.. Enhances and maintains morale of the audit staff. CPA - Certified Public Accountant CPA, CIA, CISA, or CFA. 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage in a financial institution