POSITION SUMMARY Serves as a key liaison between the Finance department and various functional department leaders. Provides financial insights, analysis, and decision support to drive business performance and growth. LOCATION New York, NY office. BMI team members are expected to adhere to a hybrid in-office schedule, which includes at least three (3) days a week on-site at the office. FUNCTIONS OF THE JOB Essential Functions: which may be representative but not all inclusive of those commonly associated with this position. Finance and FP&A Responsibilities Partners with business units to develop and manage budgets, forecasts, and long-term financial plans. Serves as the primary financial advisor for assigned business units, translating complex financial concepts into actionable insights with non-financial leaders. Assists in the preparation of presentations for executive leadership and board meetings. Prepares and presents monthly, quarterly, and annual financial reports to executive leadership. Analyzes financial performance, identifies trends, and provides actionable recommendations to optimize business outcomes and identify any risks and opportunities. Acts as a trusted advisor to department heads, providing financial guidance and support for strategic initiatives, investments, cost-saving initiatives and helps drive financial accountability as a partner. Develops business cases for projects, partnerships, and investments, and tracks performance against business cases. Monitors key performance indicators (KPIs) and provides insights to drive operational efficiency, profitability and design and implements financial analytics frameworks to measure business performance. Implements and optimizes processes to enhance operational performance in line with strategic initiatives. Fosters effective partnership and collaboration between operations, finance, and other stakeholders. Leads special projects related to process improvement and financial optimization. Supports the development of annual budgets and forecasts. Assists department leaders with budget submissions and forecasts. Additional Responsibilities Treasury ActivitiesAssists with debt indenture reporting, cash management, and liquidity optimization. Provides support for cash flow forecasting and analysis. Business PlanningSupports the development of annual budgets and forecasts. Assists department leaders with budget submissions and forecasts. Business/Strategic AnalysisMaintains knowledge of current industry trends relevant to BMI's business and uses current technology/tools to enhance the effectiveness of deliverables and services. Assists in evaluating capital expenditure requests as requested. Completes ad hoc reports and analysis as requested. Assists Accounting with actual vs budget analysis as needed. General ResponsibilitiesSupports our BMI Core Values and cultivates a culture of diversity, equity and inclusion. Maintains and promotes teamwork within the department. Regular in-office attendance. Other duties as assigned. POSITION QUALIFICATION REQUIREMENTS Education: Bachelor's Degree in Accounting/Finance/Economics or Certified Public Accountant/Certified Financial Analyst/MBA. Experience: Seven (7) to ten (10) years of experience in FP&A, business partnering, banking or a similar role. SKILLS AND ABILITIES: Which may be representative but not all inclusive of those commonly associated with this position.Strong record of reporting and financial analysis, preferably in a high-growth PE-backed organization. Strong working knowledge of Excel and financial systems (e.g., Oracle); familiarity with reporting tools such as Adaptive and PowerBI a plus. Strategic thinker with a proactive approach to problem-solving and decision-making. Very comfortable working with senior executives and pushing for results as needed. Knowledge of the music industry or rights management is a plus, but not required. General understanding of finance theory and principles (time value of money, lease versus buy, weighted average cost of capital, etc.). General understanding of GAAP accounting. Excellent communication and interpersonal skills, with the ability to build relationships across all levels of the organization. High-energy self-starter with history of successful accomplishments. Strong attention to detail. Process improvement focused. Calm under pressure. Acts with a sense of urgency commensurate with the situation. Excellent financial/business acumen. Able to simplify and effectively communicate complex information. SALARY RANGE $200,000.00 - $280,000.00 (USD). The specific base salary offered to a successful applicant will be based on individual qualifications, skills, experience, and education. The pay range is subject to change at any time based on various internal and external factors. The position may also be eligible for one or more performance-based bonuses. In addition to cash compensation, BMI offers a competitive portfolio of benefits to its employees, as described below. What We Give to You:Health, dental, and vision insurance 401K with employer match Flexible spending accounts Paid vacation and paid sick/personal time 12 paid calendar holidays Paid volunteer time off Summer hours that offer more time for fun in the sun Company paid life insurance Up to 12 weeks paid parental leave Tuition assistance for qualified team members Commuter benefits (New York) Amazing and engaging culture Employee Resource Groups BROADCAST MUSIC, INC. IS AN EQUAL OPPORTUNITY EMPLOYER: All applicants will receive equal opportunity for employment without regard of race, color, sex, religion, nationality, age, sexual orientation, gender identity and/or expression, veteran's or marital status, disability, or any other cultural factor.
09/13/2025
Full time
POSITION SUMMARY Serves as a key liaison between the Finance department and various functional department leaders. Provides financial insights, analysis, and decision support to drive business performance and growth. LOCATION New York, NY office. BMI team members are expected to adhere to a hybrid in-office schedule, which includes at least three (3) days a week on-site at the office. FUNCTIONS OF THE JOB Essential Functions: which may be representative but not all inclusive of those commonly associated with this position. Finance and FP&A Responsibilities Partners with business units to develop and manage budgets, forecasts, and long-term financial plans. Serves as the primary financial advisor for assigned business units, translating complex financial concepts into actionable insights with non-financial leaders. Assists in the preparation of presentations for executive leadership and board meetings. Prepares and presents monthly, quarterly, and annual financial reports to executive leadership. Analyzes financial performance, identifies trends, and provides actionable recommendations to optimize business outcomes and identify any risks and opportunities. Acts as a trusted advisor to department heads, providing financial guidance and support for strategic initiatives, investments, cost-saving initiatives and helps drive financial accountability as a partner. Develops business cases for projects, partnerships, and investments, and tracks performance against business cases. Monitors key performance indicators (KPIs) and provides insights to drive operational efficiency, profitability and design and implements financial analytics frameworks to measure business performance. Implements and optimizes processes to enhance operational performance in line with strategic initiatives. Fosters effective partnership and collaboration between operations, finance, and other stakeholders. Leads special projects related to process improvement and financial optimization. Supports the development of annual budgets and forecasts. Assists department leaders with budget submissions and forecasts. Additional Responsibilities Treasury ActivitiesAssists with debt indenture reporting, cash management, and liquidity optimization. Provides support for cash flow forecasting and analysis. Business PlanningSupports the development of annual budgets and forecasts. Assists department leaders with budget submissions and forecasts. Business/Strategic AnalysisMaintains knowledge of current industry trends relevant to BMI's business and uses current technology/tools to enhance the effectiveness of deliverables and services. Assists in evaluating capital expenditure requests as requested. Completes ad hoc reports and analysis as requested. Assists Accounting with actual vs budget analysis as needed. General ResponsibilitiesSupports our BMI Core Values and cultivates a culture of diversity, equity and inclusion. Maintains and promotes teamwork within the department. Regular in-office attendance. Other duties as assigned. POSITION QUALIFICATION REQUIREMENTS Education: Bachelor's Degree in Accounting/Finance/Economics or Certified Public Accountant/Certified Financial Analyst/MBA. Experience: Seven (7) to ten (10) years of experience in FP&A, business partnering, banking or a similar role. SKILLS AND ABILITIES: Which may be representative but not all inclusive of those commonly associated with this position.Strong record of reporting and financial analysis, preferably in a high-growth PE-backed organization. Strong working knowledge of Excel and financial systems (e.g., Oracle); familiarity with reporting tools such as Adaptive and PowerBI a plus. Strategic thinker with a proactive approach to problem-solving and decision-making. Very comfortable working with senior executives and pushing for results as needed. Knowledge of the music industry or rights management is a plus, but not required. General understanding of finance theory and principles (time value of money, lease versus buy, weighted average cost of capital, etc.). General understanding of GAAP accounting. Excellent communication and interpersonal skills, with the ability to build relationships across all levels of the organization. High-energy self-starter with history of successful accomplishments. Strong attention to detail. Process improvement focused. Calm under pressure. Acts with a sense of urgency commensurate with the situation. Excellent financial/business acumen. Able to simplify and effectively communicate complex information. SALARY RANGE $200,000.00 - $280,000.00 (USD). The specific base salary offered to a successful applicant will be based on individual qualifications, skills, experience, and education. The pay range is subject to change at any time based on various internal and external factors. The position may also be eligible for one or more performance-based bonuses. In addition to cash compensation, BMI offers a competitive portfolio of benefits to its employees, as described below. What We Give to You:Health, dental, and vision insurance 401K with employer match Flexible spending accounts Paid vacation and paid sick/personal time 12 paid calendar holidays Paid volunteer time off Summer hours that offer more time for fun in the sun Company paid life insurance Up to 12 weeks paid parental leave Tuition assistance for qualified team members Commuter benefits (New York) Amazing and engaging culture Employee Resource Groups BROADCAST MUSIC, INC. IS AN EQUAL OPPORTUNITY EMPLOYER: All applicants will receive equal opportunity for employment without regard of race, color, sex, religion, nationality, age, sexual orientation, gender identity and/or expression, veteran's or marital status, disability, or any other cultural factor.
Wilmington Savings Fund Society
Wilmington, Delaware
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. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service is more than part of our name, it's our mission and our purpose. The Senior Corporate Accounting Analyst will execute, review, and support all accounting related activities including journal entries, reconciliations, and financial statement analysis of the period-end close. In addition, the incumbent will be a key contributor of accounting, process improvement and other initiatives which create effectiveness and/or efficiency. The Senior Corporate Accounting Analyst is one of two senior analysts that report to a Corporate Accounting Supervisor. Job Responsibilities: Collaborate with stakeholders across the organization to ensure timely, accurate financial results are prepared efficiently. Execute and support assigned areas from the period-end financial close process, including record and review journal entries, prepare and review balance sheet reconciliations, ensure reconciling items are researched, supported, and decisioned in accordance with company policy. Perform financial analysis of Balance Sheet and Income Statement accounts. Other period-end close and related activities as assigned. Collaborate on the resolution of accounting matters, assisting business partner's understanding of accounting treatment and activities. Collaborate on process improvements, including automation of period-end close functions and template standardization. Ensure SOX compliance for areas of responsibility, including maintenance of SOX process documentation, self-testing controls, managing audit requests and if necessary, develop remediation plans for ineffective controls. Perform various operational tasks, such as cash fundings and settlement of intercompany receivables and payables. Other responsibilities may be assigned as necessary. Minimum Qualifications: Undergraduate degree in accounting, finance or other business discipline is required. CPA and/or MBA is a plus. A minimum of 2 years of work experience in an accounting department and/or public accounting. Previous public company or financial services experience preferred but not required. Previous experience required in either public accounting or the Corporate Accounting function, including journal entries, account reconciliations and financial statement analysis. Strong understanding of U.S. GAAP, SOX and reporting requirements. Must demonstrate various process-driven approaches to identify solutions and solving problems. Prior experience with ERP systems, preferably Oracle. Excellent computer skills with Microsoft Office products including Excel, Word, PowerPoint and Teams. Must be technology focused with a proven ability to automate and/or streamline processes to improve effectiveness and/or efficiency, reduce risk. Must demonstrate attention to detail and accuracy. Must have an ability to handle multiple responsibilities concurrently. Must have the ability to interact effectively with staff and management across the organization. Must embrace change and desires to work in a complex, growing organization whose structure and priorities continue to evolve. Must have excellent written and oral skills that will allow for effective communication among internal stakeholders. Must have excellent listening ability and presentation skills. Must have excellent problem-solving abilities. Must possess a strong sense of urgency. Must have the ability to independently make decisions by use of critical judgement to assess process. Salary Range: $62,918.00 - $103,365.50Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. 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. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at . WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
09/13/2025
Full time
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. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service is more than part of our name, it's our mission and our purpose. The Senior Corporate Accounting Analyst will execute, review, and support all accounting related activities including journal entries, reconciliations, and financial statement analysis of the period-end close. In addition, the incumbent will be a key contributor of accounting, process improvement and other initiatives which create effectiveness and/or efficiency. The Senior Corporate Accounting Analyst is one of two senior analysts that report to a Corporate Accounting Supervisor. Job Responsibilities: Collaborate with stakeholders across the organization to ensure timely, accurate financial results are prepared efficiently. Execute and support assigned areas from the period-end financial close process, including record and review journal entries, prepare and review balance sheet reconciliations, ensure reconciling items are researched, supported, and decisioned in accordance with company policy. Perform financial analysis of Balance Sheet and Income Statement accounts. Other period-end close and related activities as assigned. Collaborate on the resolution of accounting matters, assisting business partner's understanding of accounting treatment and activities. Collaborate on process improvements, including automation of period-end close functions and template standardization. Ensure SOX compliance for areas of responsibility, including maintenance of SOX process documentation, self-testing controls, managing audit requests and if necessary, develop remediation plans for ineffective controls. Perform various operational tasks, such as cash fundings and settlement of intercompany receivables and payables. Other responsibilities may be assigned as necessary. Minimum Qualifications: Undergraduate degree in accounting, finance or other business discipline is required. CPA and/or MBA is a plus. A minimum of 2 years of work experience in an accounting department and/or public accounting. Previous public company or financial services experience preferred but not required. Previous experience required in either public accounting or the Corporate Accounting function, including journal entries, account reconciliations and financial statement analysis. Strong understanding of U.S. GAAP, SOX and reporting requirements. Must demonstrate various process-driven approaches to identify solutions and solving problems. Prior experience with ERP systems, preferably Oracle. Excellent computer skills with Microsoft Office products including Excel, Word, PowerPoint and Teams. Must be technology focused with a proven ability to automate and/or streamline processes to improve effectiveness and/or efficiency, reduce risk. Must demonstrate attention to detail and accuracy. Must have an ability to handle multiple responsibilities concurrently. Must have the ability to interact effectively with staff and management across the organization. Must embrace change and desires to work in a complex, growing organization whose structure and priorities continue to evolve. Must have excellent written and oral skills that will allow for effective communication among internal stakeholders. Must have excellent listening ability and presentation skills. Must have excellent problem-solving abilities. Must possess a strong sense of urgency. Must have the ability to independently make decisions by use of critical judgement to assess process. Salary Range: $62,918.00 - $103,365.50Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. 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. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at . WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Job Summary Job Description The Senior Financial Analyst will work in close collaboration with the Finance Manager to support the Indirect Procurement team. This position is responsible for analyzing and interpreting internal financial statements and periodic reports, investigating variances, and preparing clear financial summaries. The analyst will lead moderately complex financial analysis projects and document findings to inform decision-making. By partnering with business stakeholders, the role provides financial guidance and explores strategic options to enhance business performance. Recommendations and insights will be presented to senior management to support improved outcomes. Analyze financial results, trends and metrics on a monthly basis and meet with business partners to communicate their net results.Communicate key savings drivers in regard to the full financial profit and loss statement (sales, AGM, customer drivers, adjustments, etc). Review expenses and operating statements. Post a specified list of journal entries at month end. Review the internal Financial Statements for errors before they are published. Prepare management reports for business partners that is published to the management group Perform ROI analysis, scenario modeling, and provide decision support for future business planning decisions and investments Provide guidance and specialized Finance expertise to the department. Conduct and lead quarterly/monthly financial business reviews and projects. Basic Qualifications High school diploma. At least 3 years of financial planning, reporting, and analysis experience. Advanced Microsoft Excel skills (including PowerPivot, PowerQuery, pivot tables, financial modeling) Experience working with an ERP system - SAP and Oracle experience is a plus. Preferred Qualifications Bachelor's degree in Finance, Accounting, or related field Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. The anticipated salary range for this position: $85,280.00 - $123,760.00 AnnualThe actual salary will vary based on applicant's location, education, experience, skills, and abilities. This role is bonus and/or incentive eligible. Medline will not pay less than the applicable minimum wage or salary threshold. Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average. For a more comprehensive list of our benefits please click here . For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp. We're dedicated to creating a Medline where everyone feels they belong and can grow their career. We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best. Explore our Belonging page here . Medline Industries, LP is an equal opportunity employer. Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
09/11/2025
Full time
Job Summary Job Description The Senior Financial Analyst will work in close collaboration with the Finance Manager to support the Indirect Procurement team. This position is responsible for analyzing and interpreting internal financial statements and periodic reports, investigating variances, and preparing clear financial summaries. The analyst will lead moderately complex financial analysis projects and document findings to inform decision-making. By partnering with business stakeholders, the role provides financial guidance and explores strategic options to enhance business performance. Recommendations and insights will be presented to senior management to support improved outcomes. Analyze financial results, trends and metrics on a monthly basis and meet with business partners to communicate their net results.Communicate key savings drivers in regard to the full financial profit and loss statement (sales, AGM, customer drivers, adjustments, etc). Review expenses and operating statements. Post a specified list of journal entries at month end. Review the internal Financial Statements for errors before they are published. Prepare management reports for business partners that is published to the management group Perform ROI analysis, scenario modeling, and provide decision support for future business planning decisions and investments Provide guidance and specialized Finance expertise to the department. Conduct and lead quarterly/monthly financial business reviews and projects. Basic Qualifications High school diploma. At least 3 years of financial planning, reporting, and analysis experience. Advanced Microsoft Excel skills (including PowerPivot, PowerQuery, pivot tables, financial modeling) Experience working with an ERP system - SAP and Oracle experience is a plus. Preferred Qualifications Bachelor's degree in Finance, Accounting, or related field Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. The anticipated salary range for this position: $85,280.00 - $123,760.00 AnnualThe actual salary will vary based on applicant's location, education, experience, skills, and abilities. This role is bonus and/or incentive eligible. Medline will not pay less than the applicable minimum wage or salary threshold. Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average. For a more comprehensive list of our benefits please click here . For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp. We're dedicated to creating a Medline where everyone feels they belong and can grow their career. We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best. Explore our Belonging page here . Medline Industries, LP is an equal opportunity employer. Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
About Incline P&C Group Incline P&C Group is privately owned and operated with an exclusive focus on the program insurance market. Incline has a team of over 90 employees; headquartered in Austin, TX . It is our mission to provide the most effective and proficient environment for our partners by actively managing programs with a diligent focus on underwriting, claims, and enterprise risk. Senior Treasury Analyst Exciting opportunity to join Incline Insurance Groups Treasury team! We are seeking a results-oriented, analytical professional to join our Finance and Accounting team as a Senior Treasury Analyst . This high-impact role offers the opportunity to support key financial operations and enhance capital management practices. About Incline P&C Group Incline P&C Group is a privately owned company, backed by private equity and its original founders, with an exclusive focus on the property and casualty program insurance market. The company writes $2 billion in premiums through its A-rated and managed carriers. Incline has a team of over 100 employees headquartered in Austin, Texas. What You'll Do: As the Senior Treasury Analyst , you will support the VP of Treasury and Tax as well as the Treasury Manager, to ensure optimal cash and liquidity management by providing analytical insights, maintaining accurate forecasts, and monitoring the investment portfolio to support financial decision making. The individual will have the opportunity to partner with teams across the organization to ensure accurate inputs to Treasury models and to acquire relevant information for Treasury reporting to senior leaders. Responsibilities Cash Management & Forecasting : Maintain weekly and daily cash positioning, as well as short and long-term cash forecasting to ensure optimal cash utilization. Credit & Compliance Administration : Support the management of credit facilities and ensure compliance with all lender reporting requirements. Debt & Investment Modeling : Maintain debt schedules and develop models to support borrowing needs, repayment strategies, and investment planning. Economic & Investment Research : Monitor economic trends and interest rate environment to support financial planning and risk mitigation strategies. Banking Oversight : Support banking relationships by tracking bank exposure and concentration levels, fees, and performance. Reporting & Analysis : Build dashboards and models to support liquidity planning, funding allocation, and investment decisions. Prepare monthly investment portfolio reports and create metrics and visualizations for senior management. Regulatory Compliance: Monitor statutory NAIC regulations and analyze investments and collateral to ensure compliance with financial regulatory requirements. Assist the Treasury team with the preparation of presentation materials as needed What We're Looking For: We are looking for a Senior Treasury Analyst who thrives in a data-driven environment and can help us plan and manage cash and liquidity more effectively through strong analytical support. The Senior Treasury Analyst will play a key role in supporting cash flow forecasting, cash reporting, and investment analytics. This role is primarily focused on strategic analysis and innovative improvement rather than standard treasury operations. The ideal candidate will bring a background with strong Excel skills, experience working with large data sets, and an interest in treasury strategy within the insurance space. We're seeking someone who brings curiosity and initiative to uncover opportunities within treasury strategy, particularly in the insurance fronting space. Experience : 2-5 years of treasury, accounting, or finance experience in a corporate environment, preferably within insurance or public accounting. Education : Bachelor's degree in finance, accounting, economics, or direct treasury experience; CTP preferred. Technical Proficiency : Strong Excel skills; experience with Kyriba, Workday, Adaptive and financial modeling. Communication : Strong verbal and written communication skills; ability to prepare and present financial information to stakeholders. Detail Orientation : High attention to detail with strong organizational skills and the ability to manage multiple deadlines. Mindset : Strategic and self-driven, collaborative, with a passion for data analysis and the initiative to challenge the status quo and drive improvements in treasury strategy. Location : This role is based in Austin, TX and operates within a hybrid work model. Why Incline Insurance Group? At Incline, we offer a unique opportunity to join a rapidly growing company at the intersection of insurance, strategy, and finance. You will have exposure to key decision-makers and an opportunity to make a meaningful impact on the company's growth trajectory. Current needs : Cash flow forecasting - entity level Cash flow forecasting - program level Cash & investment portfolio analysis Regulatory Compliance PI4ca8a5-
09/11/2025
Full time
About Incline P&C Group Incline P&C Group is privately owned and operated with an exclusive focus on the program insurance market. Incline has a team of over 90 employees; headquartered in Austin, TX . It is our mission to provide the most effective and proficient environment for our partners by actively managing programs with a diligent focus on underwriting, claims, and enterprise risk. Senior Treasury Analyst Exciting opportunity to join Incline Insurance Groups Treasury team! We are seeking a results-oriented, analytical professional to join our Finance and Accounting team as a Senior Treasury Analyst . This high-impact role offers the opportunity to support key financial operations and enhance capital management practices. About Incline P&C Group Incline P&C Group is a privately owned company, backed by private equity and its original founders, with an exclusive focus on the property and casualty program insurance market. The company writes $2 billion in premiums through its A-rated and managed carriers. Incline has a team of over 100 employees headquartered in Austin, Texas. What You'll Do: As the Senior Treasury Analyst , you will support the VP of Treasury and Tax as well as the Treasury Manager, to ensure optimal cash and liquidity management by providing analytical insights, maintaining accurate forecasts, and monitoring the investment portfolio to support financial decision making. The individual will have the opportunity to partner with teams across the organization to ensure accurate inputs to Treasury models and to acquire relevant information for Treasury reporting to senior leaders. Responsibilities Cash Management & Forecasting : Maintain weekly and daily cash positioning, as well as short and long-term cash forecasting to ensure optimal cash utilization. Credit & Compliance Administration : Support the management of credit facilities and ensure compliance with all lender reporting requirements. Debt & Investment Modeling : Maintain debt schedules and develop models to support borrowing needs, repayment strategies, and investment planning. Economic & Investment Research : Monitor economic trends and interest rate environment to support financial planning and risk mitigation strategies. Banking Oversight : Support banking relationships by tracking bank exposure and concentration levels, fees, and performance. Reporting & Analysis : Build dashboards and models to support liquidity planning, funding allocation, and investment decisions. Prepare monthly investment portfolio reports and create metrics and visualizations for senior management. Regulatory Compliance: Monitor statutory NAIC regulations and analyze investments and collateral to ensure compliance with financial regulatory requirements. Assist the Treasury team with the preparation of presentation materials as needed What We're Looking For: We are looking for a Senior Treasury Analyst who thrives in a data-driven environment and can help us plan and manage cash and liquidity more effectively through strong analytical support. The Senior Treasury Analyst will play a key role in supporting cash flow forecasting, cash reporting, and investment analytics. This role is primarily focused on strategic analysis and innovative improvement rather than standard treasury operations. The ideal candidate will bring a background with strong Excel skills, experience working with large data sets, and an interest in treasury strategy within the insurance space. We're seeking someone who brings curiosity and initiative to uncover opportunities within treasury strategy, particularly in the insurance fronting space. Experience : 2-5 years of treasury, accounting, or finance experience in a corporate environment, preferably within insurance or public accounting. Education : Bachelor's degree in finance, accounting, economics, or direct treasury experience; CTP preferred. Technical Proficiency : Strong Excel skills; experience with Kyriba, Workday, Adaptive and financial modeling. Communication : Strong verbal and written communication skills; ability to prepare and present financial information to stakeholders. Detail Orientation : High attention to detail with strong organizational skills and the ability to manage multiple deadlines. Mindset : Strategic and self-driven, collaborative, with a passion for data analysis and the initiative to challenge the status quo and drive improvements in treasury strategy. Location : This role is based in Austin, TX and operates within a hybrid work model. Why Incline Insurance Group? At Incline, we offer a unique opportunity to join a rapidly growing company at the intersection of insurance, strategy, and finance. You will have exposure to key decision-makers and an opportunity to make a meaningful impact on the company's growth trajectory. Current needs : Cash flow forecasting - entity level Cash flow forecasting - program level Cash & investment portfolio analysis Regulatory Compliance PI4ca8a5-
POSITION SUMMARY Serves as a key liaison between the Finance department and various functional department leaders. Provides financial insights, analysis, and decision support to drive business performance and growth. LOCATION New York, NY office. BMI team members are expected to adhere to a hybrid in-office schedule, which includes at least three (3) days a week on-site at the office. FUNCTIONS OF THE JOB Essential Functions: which may be representative but not all inclusive of those commonly associated with this position. Finance and FP&A Responsibilities Partners with business units to develop and manage budgets, forecasts, and long-term financial plans. Serves as the primary financial advisor for assigned business units, translating complex financial concepts into actionable insights with non-financial leaders. Assists in the preparation of presentations for executive leadership and board meetings. Prepares and presents monthly, quarterly, and annual financial reports to executive leadership. Analyzes financial performance, identifies trends, and provides actionable recommendations to optimize business outcomes and identify any risks and opportunities. Acts as a trusted advisor to department heads, providing financial guidance and support for strategic initiatives, investments, cost-saving initiatives and helps drive financial accountability as a partner. Develops business cases for projects, partnerships, and investments, and tracks performance against business cases. Monitors key performance indicators (KPIs) and provides insights to drive operational efficiency, profitability and design and implements financial analytics frameworks to measure business performance. Implements and optimizes processes to enhance operational performance in line with strategic initiatives. Fosters effective partnership and collaboration between operations, finance, and other stakeholders. Leads special projects related to process improvement and financial optimization. Supports the development of annual budgets and forecasts. Assists department leaders with budget submissions and forecasts. Additional Responsibilities Treasury ActivitiesAssists with debt indenture reporting, cash management, and liquidity optimization. Provides support for cash flow forecasting and analysis. Business PlanningSupports the development of annual budgets and forecasts. Assists department leaders with budget submissions and forecasts. Business/Strategic AnalysisMaintains knowledge of current industry trends relevant to BMI's business and uses current technology/tools to enhance the effectiveness of deliverables and services. Assists in evaluating capital expenditure requests as requested. Completes ad hoc reports and analysis as requested. Assists Accounting with actual vs budget analysis as needed. General ResponsibilitiesSupports our BMI Core Values and cultivates a culture of diversity, equity and inclusion. Maintains and promotes teamwork within the department. Regular in-office attendance. Other duties as assigned. POSITION QUALIFICATION REQUIREMENTS Education: Bachelor's Degree in Accounting/Finance/Economics or Certified Public Accountant/Certified Financial Analyst/MBA. Experience: Seven (7) to ten (10) years of experience in FP&A, business partnering, banking or a similar role. SKILLS AND ABILITIES: Which may be representative but not all inclusive of those commonly associated with this position.Strong record of reporting and financial analysis, preferably in a high-growth PE-backed organization. Strong working knowledge of Excel and financial systems (e.g., Oracle); familiarity with reporting tools such as Adaptive and PowerBI a plus. Strategic thinker with a proactive approach to problem-solving and decision-making. Very comfortable working with senior executives and pushing for results as needed. Knowledge of the music industry or rights management is a plus, but not required. General understanding of finance theory and principles (time value of money, lease versus buy, weighted average cost of capital, etc.). General understanding of GAAP accounting. Excellent communication and interpersonal skills, with the ability to build relationships across all levels of the organization. High-energy self-starter with history of successful accomplishments. Strong attention to detail. Process improvement focused. Calm under pressure. Acts with a sense of urgency commensurate with the situation. Excellent financial/business acumen. Able to simplify and effectively communicate complex information. SALARY RANGE $200,000.00 - $280,000.00 (USD). The specific base salary offered to a successful applicant will be based on individual qualifications, skills, experience, and education. The pay range is subject to change at any time based on various internal and external factors. The position may also be eligible for one or more performance-based bonuses. In addition to cash compensation, BMI offers a competitive portfolio of benefits to its employees, as described below. What We Give to You:Health, dental, and vision insurance 401K with employer match Flexible spending accounts Paid vacation and paid sick/personal time 12 paid calendar holidays Paid volunteer time off Summer hours that offer more time for fun in the sun Company paid life insurance Up to 12 weeks paid parental leave Tuition assistance for qualified team members Commuter benefits (New York) Amazing and engaging culture Employee Resource Groups BROADCAST MUSIC, INC. IS AN EQUAL OPPORTUNITY EMPLOYER: All applicants will receive equal opportunity for employment without regard of race, color, sex, religion, nationality, age, sexual orientation, gender identity and/or expression, veteran's or marital status, disability, or any other cultural factor.
09/10/2025
Full time
POSITION SUMMARY Serves as a key liaison between the Finance department and various functional department leaders. Provides financial insights, analysis, and decision support to drive business performance and growth. LOCATION New York, NY office. BMI team members are expected to adhere to a hybrid in-office schedule, which includes at least three (3) days a week on-site at the office. FUNCTIONS OF THE JOB Essential Functions: which may be representative but not all inclusive of those commonly associated with this position. Finance and FP&A Responsibilities Partners with business units to develop and manage budgets, forecasts, and long-term financial plans. Serves as the primary financial advisor for assigned business units, translating complex financial concepts into actionable insights with non-financial leaders. Assists in the preparation of presentations for executive leadership and board meetings. Prepares and presents monthly, quarterly, and annual financial reports to executive leadership. Analyzes financial performance, identifies trends, and provides actionable recommendations to optimize business outcomes and identify any risks and opportunities. Acts as a trusted advisor to department heads, providing financial guidance and support for strategic initiatives, investments, cost-saving initiatives and helps drive financial accountability as a partner. Develops business cases for projects, partnerships, and investments, and tracks performance against business cases. Monitors key performance indicators (KPIs) and provides insights to drive operational efficiency, profitability and design and implements financial analytics frameworks to measure business performance. Implements and optimizes processes to enhance operational performance in line with strategic initiatives. Fosters effective partnership and collaboration between operations, finance, and other stakeholders. Leads special projects related to process improvement and financial optimization. Supports the development of annual budgets and forecasts. Assists department leaders with budget submissions and forecasts. Additional Responsibilities Treasury ActivitiesAssists with debt indenture reporting, cash management, and liquidity optimization. Provides support for cash flow forecasting and analysis. Business PlanningSupports the development of annual budgets and forecasts. Assists department leaders with budget submissions and forecasts. Business/Strategic AnalysisMaintains knowledge of current industry trends relevant to BMI's business and uses current technology/tools to enhance the effectiveness of deliverables and services. Assists in evaluating capital expenditure requests as requested. Completes ad hoc reports and analysis as requested. Assists Accounting with actual vs budget analysis as needed. General ResponsibilitiesSupports our BMI Core Values and cultivates a culture of diversity, equity and inclusion. Maintains and promotes teamwork within the department. Regular in-office attendance. Other duties as assigned. POSITION QUALIFICATION REQUIREMENTS Education: Bachelor's Degree in Accounting/Finance/Economics or Certified Public Accountant/Certified Financial Analyst/MBA. Experience: Seven (7) to ten (10) years of experience in FP&A, business partnering, banking or a similar role. SKILLS AND ABILITIES: Which may be representative but not all inclusive of those commonly associated with this position.Strong record of reporting and financial analysis, preferably in a high-growth PE-backed organization. Strong working knowledge of Excel and financial systems (e.g., Oracle); familiarity with reporting tools such as Adaptive and PowerBI a plus. Strategic thinker with a proactive approach to problem-solving and decision-making. Very comfortable working with senior executives and pushing for results as needed. Knowledge of the music industry or rights management is a plus, but not required. General understanding of finance theory and principles (time value of money, lease versus buy, weighted average cost of capital, etc.). General understanding of GAAP accounting. Excellent communication and interpersonal skills, with the ability to build relationships across all levels of the organization. High-energy self-starter with history of successful accomplishments. Strong attention to detail. Process improvement focused. Calm under pressure. Acts with a sense of urgency commensurate with the situation. Excellent financial/business acumen. Able to simplify and effectively communicate complex information. SALARY RANGE $200,000.00 - $280,000.00 (USD). The specific base salary offered to a successful applicant will be based on individual qualifications, skills, experience, and education. The pay range is subject to change at any time based on various internal and external factors. The position may also be eligible for one or more performance-based bonuses. In addition to cash compensation, BMI offers a competitive portfolio of benefits to its employees, as described below. What We Give to You:Health, dental, and vision insurance 401K with employer match Flexible spending accounts Paid vacation and paid sick/personal time 12 paid calendar holidays Paid volunteer time off Summer hours that offer more time for fun in the sun Company paid life insurance Up to 12 weeks paid parental leave Tuition assistance for qualified team members Commuter benefits (New York) Amazing and engaging culture Employee Resource Groups BROADCAST MUSIC, INC. IS AN EQUAL OPPORTUNITY EMPLOYER: All applicants will receive equal opportunity for employment without regard of race, color, sex, religion, nationality, age, sexual orientation, gender identity and/or expression, veteran's or marital status, disability, or any other cultural factor.
Financial Analyst - Strategic Finance - Finance & Administration Location New York Business Area Accounting and Finance Ref # Description & Requirements The energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough - we work hard, and we work fast, while maintaining the quality and accuracy we're known for. Our culture is open and collaborative, with workspaces that encourage connection and innovation. We bring out the best in each other, and through our volunteer projects, we strengthen ties with the communities around us. Here, you'll do amazing work you couldn't do anywhere else - and it's up to you to make it happen. What's the Role? At Bloomberg Finance, we're committed to providing extraordinary support to our business partners through data-driven insights, financial oversight, and strategic guidance. The Strategic Finance team partners across Bloomberg's businesses to provide deep financial insights that support the firm's long-term goals and strategies. We work to understand key drivers, initiatives, risks, and opportunities, and deliver meaningful analysis that informs major business decisions. As a Financial Analyst on the Strategic Finance team, you'll help prepare impactful analysis, support strategic initiatives, and work with partners across the company to deliver accurate, timely, and actionable insights. You'll play a key role in connecting financial data to strategic outcomes, enabling leadership to make informed decisions. We'll Trust You To: Partner with business and functional teams to gather financial and operational data for analysis Assist in evaluating business decisions through a financial lens, identifying key drivers and trends Support strategic projects, such as new business initiatives, operational changes, and investment opportunities Contribute to the preparation of presentations and reports for senior stakeholders Help identify process improvements and assist in implementing more efficient forecasting, reporting, and analytics practices Work closely with FP&A, Accounting, and other finance teams to develop a comprehensive understanding of Bloomberg's operations Support the development of business plans, headcount reporting, and performance metric tracking You'll Need to Have: 3+ years of relevant experience in Finance Bachelor's degree. Strong financial modeling, data analysis, and quantitative skills Exceptional attention to detail and commitment to accuracy Strong communication skills, with the ability to present complex financial information clearly and concisely Ability to prioritize multiple tasks in a fast-paced, deadline-driven environment We'd Love to See: Experience with tools such as Tableau, SAP, Oracle, or Alteryx Familiarity with strategic finance, FP&A, or corporate development A proactive, "can-do" attitude and eagerness to take ownership of projects Ability to adapt to shifting priorities and work effectively with cross-functional teams Salary Range = 85000 - 120000 USD Annually + Benefits + Bonus The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
09/10/2025
Full time
Financial Analyst - Strategic Finance - Finance & Administration Location New York Business Area Accounting and Finance Ref # Description & Requirements The energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough - we work hard, and we work fast, while maintaining the quality and accuracy we're known for. Our culture is open and collaborative, with workspaces that encourage connection and innovation. We bring out the best in each other, and through our volunteer projects, we strengthen ties with the communities around us. Here, you'll do amazing work you couldn't do anywhere else - and it's up to you to make it happen. What's the Role? At Bloomberg Finance, we're committed to providing extraordinary support to our business partners through data-driven insights, financial oversight, and strategic guidance. The Strategic Finance team partners across Bloomberg's businesses to provide deep financial insights that support the firm's long-term goals and strategies. We work to understand key drivers, initiatives, risks, and opportunities, and deliver meaningful analysis that informs major business decisions. As a Financial Analyst on the Strategic Finance team, you'll help prepare impactful analysis, support strategic initiatives, and work with partners across the company to deliver accurate, timely, and actionable insights. You'll play a key role in connecting financial data to strategic outcomes, enabling leadership to make informed decisions. We'll Trust You To: Partner with business and functional teams to gather financial and operational data for analysis Assist in evaluating business decisions through a financial lens, identifying key drivers and trends Support strategic projects, such as new business initiatives, operational changes, and investment opportunities Contribute to the preparation of presentations and reports for senior stakeholders Help identify process improvements and assist in implementing more efficient forecasting, reporting, and analytics practices Work closely with FP&A, Accounting, and other finance teams to develop a comprehensive understanding of Bloomberg's operations Support the development of business plans, headcount reporting, and performance metric tracking You'll Need to Have: 3+ years of relevant experience in Finance Bachelor's degree. Strong financial modeling, data analysis, and quantitative skills Exceptional attention to detail and commitment to accuracy Strong communication skills, with the ability to present complex financial information clearly and concisely Ability to prioritize multiple tasks in a fast-paced, deadline-driven environment We'd Love to See: Experience with tools such as Tableau, SAP, Oracle, or Alteryx Familiarity with strategic finance, FP&A, or corporate development A proactive, "can-do" attitude and eagerness to take ownership of projects Ability to adapt to shifting priorities and work effectively with cross-functional teams Salary Range = 85000 - 120000 USD Annually + Benefits + Bonus The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
Finance Manager Santa Ana, CA (Onsite) Direct Hire Job ID 25-09770 We are looking for a Finance Manager. This is a direct hire opportunity based out of Santa Ana, CA (Onsite). Looking for an experienced and driven Finance Manager to lead our Financial Planning and Analysis (FP&A) function at the Home Office. This role is ideal for someone who thrives in a dynamic, growth-oriented environment and is ready to take ownership of company-wide financial planning, reporting, and strategic support. As Finance Manager, you will oversee financial analysts, collaborate with cross-functional leaders, and serve as a trusted advisor to senior management. Your insights and leadership will shape key business decisions and long-term strategy. Qualifications: Bachelor's or Master's degree in Finance, Accounting, Economics, or a related field from an accredited institution. 6+ years of progressive experience in FP&A or corporate finance, with at least 1-2 years of people management or team leadership experience. High standards of accuracy, integrity, and accountability. Proven leadership style that is collaborative, empowering, and accountability-driven, with the ability to coach, develop, and inspire high-performing teams. Advanced Excel and financial modeling skills are required; experience with automation tools, Power BI/Tableau, or scripting (e.g., VBA, Python) is a strong plus. Deep understanding of financial statements, variance analysis, budgeting processes, and business partnering. Familiarity with month-end closing processes and P&L analysis is preferred but not mandatory. Demonstrated ability to translate complex data into clear insights for executive-level decision-making. Strong interpersonal and communication skills with a proven ability to influence cross-functional teams. Ability to prioritize tasks effectively, maintain strong attention to detail, and deliver accurate results in a fast-paced environment. Embraces technology and is open to leveraging AI-powered tools to elevate financial analysis and reporting. Responsibilities:Own the preparation and presentation of monthly, quarterly, and annual financial reports and dashboards for executive leadership. Lead the company-wide budgeting, forecasting, and long-range planning processes, driving cross-functional alignment and accountability. Manage and mentor a team of analysts, ensuring timely, accurate, and insightful financial analysis and reporting. Provide strategic financial input and analysis to support business initiatives, including investments, resource allocation, margin optimization, and pricing. Partner with senior leaders across departments to evaluate business performance, identify trends, and recommend actionable improvements. Oversee the development and enhancement of financial models, tools, and processes to scale with the business. Drive continuous improvement in financial systems, reporting automation, and analytics through collaboration with IT and data teams. Lead ad-hoc financial and scenario analyses for strategic projects and executive requests. Annual Base Salary Range for CA, CO, IL, NJ, NY, WA, and DC: $150,000 to $192,000. Actual compensation offered may vary depending on factors including but not limited to, position offered, location, education, training, and/or experience. Solugenix will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and Ordinance. Applicants do not need to disclose their criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if we are concerned about conviction that is directly related to the job, applicants will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. About the Client Our client is a leading North American distributor of building materials. About Solugenix Solugenix is a leader in IT services, delivering cutting-edge technology solutions, exceptional talent, and managed services to global enterprises. With extensive expertise in highly regulated and complex industries, we are a trusted partner for integrating advanced technologies with streamlined processes. Our solutions drive growth, foster innovation, and ensure compliance-providing clients with reliability and a strong competitive edge. Recognized as a 2024 Top Workplace, Solugenix is proud of its inclusive culture and unwavering commitment to excellence. Our recent expansion, with new offices in the Dominican Republic, Jakarta, and the Philippines, underscores our growing global presence and ability to offer world-class technology solutions. Partnering with Solugenix means more than just business-it means having a dedicated ally focused on your success in today's fast-evolving digital world.
09/08/2025
Full time
Finance Manager Santa Ana, CA (Onsite) Direct Hire Job ID 25-09770 We are looking for a Finance Manager. This is a direct hire opportunity based out of Santa Ana, CA (Onsite). Looking for an experienced and driven Finance Manager to lead our Financial Planning and Analysis (FP&A) function at the Home Office. This role is ideal for someone who thrives in a dynamic, growth-oriented environment and is ready to take ownership of company-wide financial planning, reporting, and strategic support. As Finance Manager, you will oversee financial analysts, collaborate with cross-functional leaders, and serve as a trusted advisor to senior management. Your insights and leadership will shape key business decisions and long-term strategy. Qualifications: Bachelor's or Master's degree in Finance, Accounting, Economics, or a related field from an accredited institution. 6+ years of progressive experience in FP&A or corporate finance, with at least 1-2 years of people management or team leadership experience. High standards of accuracy, integrity, and accountability. Proven leadership style that is collaborative, empowering, and accountability-driven, with the ability to coach, develop, and inspire high-performing teams. Advanced Excel and financial modeling skills are required; experience with automation tools, Power BI/Tableau, or scripting (e.g., VBA, Python) is a strong plus. Deep understanding of financial statements, variance analysis, budgeting processes, and business partnering. Familiarity with month-end closing processes and P&L analysis is preferred but not mandatory. Demonstrated ability to translate complex data into clear insights for executive-level decision-making. Strong interpersonal and communication skills with a proven ability to influence cross-functional teams. Ability to prioritize tasks effectively, maintain strong attention to detail, and deliver accurate results in a fast-paced environment. Embraces technology and is open to leveraging AI-powered tools to elevate financial analysis and reporting. Responsibilities:Own the preparation and presentation of monthly, quarterly, and annual financial reports and dashboards for executive leadership. Lead the company-wide budgeting, forecasting, and long-range planning processes, driving cross-functional alignment and accountability. Manage and mentor a team of analysts, ensuring timely, accurate, and insightful financial analysis and reporting. Provide strategic financial input and analysis to support business initiatives, including investments, resource allocation, margin optimization, and pricing. Partner with senior leaders across departments to evaluate business performance, identify trends, and recommend actionable improvements. Oversee the development and enhancement of financial models, tools, and processes to scale with the business. Drive continuous improvement in financial systems, reporting automation, and analytics through collaboration with IT and data teams. Lead ad-hoc financial and scenario analyses for strategic projects and executive requests. Annual Base Salary Range for CA, CO, IL, NJ, NY, WA, and DC: $150,000 to $192,000. Actual compensation offered may vary depending on factors including but not limited to, position offered, location, education, training, and/or experience. Solugenix will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and Ordinance. Applicants do not need to disclose their criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if we are concerned about conviction that is directly related to the job, applicants will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. About the Client Our client is a leading North American distributor of building materials. About Solugenix Solugenix is a leader in IT services, delivering cutting-edge technology solutions, exceptional talent, and managed services to global enterprises. With extensive expertise in highly regulated and complex industries, we are a trusted partner for integrating advanced technologies with streamlined processes. Our solutions drive growth, foster innovation, and ensure compliance-providing clients with reliability and a strong competitive edge. Recognized as a 2024 Top Workplace, Solugenix is proud of its inclusive culture and unwavering commitment to excellence. Our recent expansion, with new offices in the Dominican Republic, Jakarta, and the Philippines, underscores our growing global presence and ability to offer world-class technology solutions. Partnering with Solugenix means more than just business-it means having a dedicated ally focused on your success in today's fast-evolving digital world.
The applications in which our products are used are typically in the higher-performance, higher-power segments of the market segments we serve. Our products are sold worldwide to customers ranging from small to large global original equipment manufacturers (OEMs), their contract manufacturers (CM's) and internationally to distributors who support their supply chains. Our Advanced Products serve customers concentrated in the High Performance Computing, Aerospace and Defense, Industrial and Automotive markets. Applications range from powering advanced processors in server motherboards and artificial intelligence accelerator cards and systems, server rack power conversion, radar systems, industrial automation, instrumentation, test equipment, solid state lighting, telecommunications and networking infrastructure, and mild hybrid and pure electric vehicle (EV) automobiles. Our Brick Products serve customers in aerospace and defense electronics, industrial automation, industrial equipment, instrumentation and test equipment, and transportation (notably in rail and heavy equipment applications). Job description: Job Summary Reporting to the Director, Operations Finance, the Senior Cost Analyst will play an integral role and be responsible for properly setting standard costs, valuing of inventory, internal reporting and analysis, cost collection and application systems and controls, financial close and audit / SOX internal control processes, with the ability to analyze, interpret, and communicate information effectively to all levels of the organization. Job Description • Responsible for the cost collection and application system for Plating Operations costs, including initial process definition and implementation. • Set Standard Costs of Picor Operations; outside processing, materials, labor, overhead and yield etc. • Responsible for Picor Inventory valuation and controls including periodic Physical Inventories and/or cycle count programs, both on site and at outside vendors. • Perform monthly financial close process including WIP valuations, Inventory reconciliations, E&O processes, reserves, variance analysis, production levels, etc. • Perform Warranty Analysis and ensure reserves are properly set. • Ensure all SOX control processes are in place and working (cycle counting, WIP audits, transaction integrity reserves, etc.) Remediate any issues discovered. Respond to all audit requests as required. • Responsible for Internal reporting and analysis of Revenue, Costs, Variances and Gross Margins. • Establish baseline analysis and modeling tools to facilitate business management and profit improvements. • Analyze Manufacturing Variances for reasonableness with an eye to reducing variances. • Use PeopleSoft Query tools for reporting and ad-hoc analyses as required. • Respond to management decision making needs with Ad Hoc analysis and modeling. • Assist in forecasting process of costs and capital expansions. Update Actual to Forecast monthly. • Provide Key support to the new ERP system implementation. • Continuously look for ways to improve workflow, efficiency and streamline processes and controls • Assist in other projects and analysis requirements as requested by business management. Education / Qualifications • Bachelor's degree in Accounting, Finance, or Economics. • Ability to work independently with limited daily supervision. • 10+ years' experience, possessing thorough knowledge of process manufacturing and ERP standard cost and transactional systems. • Up to 10% Regional Travel required. • Strong analytical and interpersonal communication skills. • Self-starter with high energy and commitment. Keen attention to detail. • Ability to interact with different levels of personnel, including senior management. • Proficiency in Excel, Word, PowerPoint and PeopleSoft or other ERP systems. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. Vicor is an EO employer - M/F/Veteran/Disability Compensation Data Salary Range: $99,000 - $137,000 Please note: This range is based on our current market driven pay structures. Individual salaries are determined based upon a variety of factors including but not limited to, a candidates overall qualifications, such as skills, education, and experience as well as company internal equity.
09/05/2025
Full time
The applications in which our products are used are typically in the higher-performance, higher-power segments of the market segments we serve. Our products are sold worldwide to customers ranging from small to large global original equipment manufacturers (OEMs), their contract manufacturers (CM's) and internationally to distributors who support their supply chains. Our Advanced Products serve customers concentrated in the High Performance Computing, Aerospace and Defense, Industrial and Automotive markets. Applications range from powering advanced processors in server motherboards and artificial intelligence accelerator cards and systems, server rack power conversion, radar systems, industrial automation, instrumentation, test equipment, solid state lighting, telecommunications and networking infrastructure, and mild hybrid and pure electric vehicle (EV) automobiles. Our Brick Products serve customers in aerospace and defense electronics, industrial automation, industrial equipment, instrumentation and test equipment, and transportation (notably in rail and heavy equipment applications). Job description: Job Summary Reporting to the Director, Operations Finance, the Senior Cost Analyst will play an integral role and be responsible for properly setting standard costs, valuing of inventory, internal reporting and analysis, cost collection and application systems and controls, financial close and audit / SOX internal control processes, with the ability to analyze, interpret, and communicate information effectively to all levels of the organization. Job Description • Responsible for the cost collection and application system for Plating Operations costs, including initial process definition and implementation. • Set Standard Costs of Picor Operations; outside processing, materials, labor, overhead and yield etc. • Responsible for Picor Inventory valuation and controls including periodic Physical Inventories and/or cycle count programs, both on site and at outside vendors. • Perform monthly financial close process including WIP valuations, Inventory reconciliations, E&O processes, reserves, variance analysis, production levels, etc. • Perform Warranty Analysis and ensure reserves are properly set. • Ensure all SOX control processes are in place and working (cycle counting, WIP audits, transaction integrity reserves, etc.) Remediate any issues discovered. Respond to all audit requests as required. • Responsible for Internal reporting and analysis of Revenue, Costs, Variances and Gross Margins. • Establish baseline analysis and modeling tools to facilitate business management and profit improvements. • Analyze Manufacturing Variances for reasonableness with an eye to reducing variances. • Use PeopleSoft Query tools for reporting and ad-hoc analyses as required. • Respond to management decision making needs with Ad Hoc analysis and modeling. • Assist in forecasting process of costs and capital expansions. Update Actual to Forecast monthly. • Provide Key support to the new ERP system implementation. • Continuously look for ways to improve workflow, efficiency and streamline processes and controls • Assist in other projects and analysis requirements as requested by business management. Education / Qualifications • Bachelor's degree in Accounting, Finance, or Economics. • Ability to work independently with limited daily supervision. • 10+ years' experience, possessing thorough knowledge of process manufacturing and ERP standard cost and transactional systems. • Up to 10% Regional Travel required. • Strong analytical and interpersonal communication skills. • Self-starter with high energy and commitment. Keen attention to detail. • Ability to interact with different levels of personnel, including senior management. • Proficiency in Excel, Word, PowerPoint and PeopleSoft or other ERP systems. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. Vicor is an EO employer - M/F/Veteran/Disability Compensation Data Salary Range: $99,000 - $137,000 Please note: This range is based on our current market driven pay structures. Individual salaries are determined based upon a variety of factors including but not limited to, a candidates overall qualifications, such as skills, education, and experience as well as company internal equity.
Southern Star Central Gas Pipeline
Owensboro, Kentucky
Analyst, Financial Planning & Analysis US-KY-Owensboro Job ID: Type: Full-Time # of Openings: 1 Category: Accounting/Finance Owensboro Overview The senior analyst serves as a strategic partner in supporting the continued financial planning and analysis activities at Southern Star. This position will be responsible for a wide range of analysis, including key initiative planning and tracking, development of Southern Star's monthly and quarterly forecasts and long-range business plans, identification of value creation opportunities, and other analytical requests and projects. Responsibilities Primary responsibilities include (but not limited to): Develop a detailed understanding of the key financial and operational metrics for each department Partner with key stakeholders across the business to drive forecast and planning cadence in conjunction with monthly outlooks and annual planning cycles Coordinate data model review between FP&A, Treasury, and Financial Reporting Plan and support broad financial analysis assignments, including investment cases, revenue analytics and scenario modeling Lead the development, preparation, and presentation of both short- and long-range financial budgets and forecasts including maintaining the business's 5-year strategic plan Partner with finance and accounting teams to develop financial procedures supporting analysis and reporting for existing and future work processes Support continued step-change to improve plan to perform processes Other duties as assigned Qualifications Minimum: 6+ years of experience in accounting or finance 3+ years of progressive financial planning experience Bachelor's degree in accounting, finance, economics, or related field Knowledge of GAAP accounting and financial principles Ability to use Microsoft applications (i.e., Word, PowerPoint, etc.) with a strong proficiency in Excel Strong analytical and modeling skills Ability to inspire and empower others i.e., executive presence Ability to summarize data and explain findings for executive-level presentations Strong verbal and written communication skills Strong business and commercial awareness Ability to understand the business (products/services, customers, processes) and their key drivers of success Ability to collaborate with other on a team and across the organization Ability to manage multiple tasks while meeting deadlines Preferred: Master of Business Administration Knowledge of and/or experience with Navision or Oracle Fusion Financials Compensation details: 38 Yearly Salary PIfd0e730d5-
09/01/2025
Full time
Analyst, Financial Planning & Analysis US-KY-Owensboro Job ID: Type: Full-Time # of Openings: 1 Category: Accounting/Finance Owensboro Overview The senior analyst serves as a strategic partner in supporting the continued financial planning and analysis activities at Southern Star. This position will be responsible for a wide range of analysis, including key initiative planning and tracking, development of Southern Star's monthly and quarterly forecasts and long-range business plans, identification of value creation opportunities, and other analytical requests and projects. Responsibilities Primary responsibilities include (but not limited to): Develop a detailed understanding of the key financial and operational metrics for each department Partner with key stakeholders across the business to drive forecast and planning cadence in conjunction with monthly outlooks and annual planning cycles Coordinate data model review between FP&A, Treasury, and Financial Reporting Plan and support broad financial analysis assignments, including investment cases, revenue analytics and scenario modeling Lead the development, preparation, and presentation of both short- and long-range financial budgets and forecasts including maintaining the business's 5-year strategic plan Partner with finance and accounting teams to develop financial procedures supporting analysis and reporting for existing and future work processes Support continued step-change to improve plan to perform processes Other duties as assigned Qualifications Minimum: 6+ years of experience in accounting or finance 3+ years of progressive financial planning experience Bachelor's degree in accounting, finance, economics, or related field Knowledge of GAAP accounting and financial principles Ability to use Microsoft applications (i.e., Word, PowerPoint, etc.) with a strong proficiency in Excel Strong analytical and modeling skills Ability to inspire and empower others i.e., executive presence Ability to summarize data and explain findings for executive-level presentations Strong verbal and written communication skills Strong business and commercial awareness Ability to understand the business (products/services, customers, processes) and their key drivers of success Ability to collaborate with other on a team and across the organization Ability to manage multiple tasks while meeting deadlines Preferred: Master of Business Administration Knowledge of and/or experience with Navision or Oracle Fusion Financials Compensation details: 38 Yearly Salary PIfd0e730d5-
Senior Compensation Analyst (12 Month Contract) - Enterprise Reporting Location New York Business Area Accounting and Finance Ref # Description & Requirements The energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough; we work hard, and we work fast - while keeping up the quality and accuracy we're known for. It's what keeps us inventing and reinventing, all the time. Our culture is wide open, just like our spaces. We bring out the best in each other through collaboration. Through our countless volunteer projects, we also help network with the communities around us, too. You can do amazing work here. Work you couldn't do anywhere else. It's up to you to make it happen. What's the Role? At Bloomberg Finance we are committed to providing world-class support to our business partners by providing insight on business performance, financial oversight and thought leadership. We are currently seeking a Senior Financial Analyst to support the Global Compensation Team. The Global Compensation Team is responsible for all aspects of compensation including program design, strategy, funding, metrics, regulatory compliance, controls, analysis, reporting and tools. As a member of this team, you will have the opportunity to deliver a unique blend of financial and operational analysis for a fast-paced and technology based financial services business. We'll Trust You To: Create and maintain enterprise-wide compensation reporting and analysis to provide business insights and support decision making Produce regulatory compliance deliverables globally including compiling and submitting reports, surveys, questionnaires, and filings while ensuring timely compliance in accordance with local regulations Develop and maintain models and analyses to aid in the validation of financial forecasts and for special projects Identify opportunities to improve efficiency of processes, streamline collection, use, and presentation of data Support risks and controls documentation and processes, including periodic audits Partner with other team members in a collaborative environment that requires effective communication, project planning, meeting deadlines and managing expectations Work with internal partners (e.g. Engineering, HRIS and Payroll) to ensure processes & systems meet needs of compensation team Work with large data sets from various systems and data sources while ensuring data integrity You'll Need To Have: 6+ years of relevant experience in Finance and/or Compensation Bachelor's degree in Finance, Accounting, Economics, or a related field of study Superior Microsoft Excel skills, focusing on data consolidation, financial modeling and analysis Strong attention to details to ensure accuracy while working with complex large data sets, reports and spreadsheets Strong analytical, problem-solving and critical thinking skills Ability to coordinate and execute projects independently, effectively manage time, prioritize tasks and autonomously perform within tight deadlines Excellent verbal and written communication skills with the ability to present and explain your decisions to others Strong project management experience with the capability of handling expectations that result in action items We'd Love to See: Proficiency in Microsoft VBA, SQL, Alteryx, or similar tools and systems, a plus Proficiency in SAP, a plus Salary Range = 55 - 70 USD Hourly The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
08/31/2025
Full time
Senior Compensation Analyst (12 Month Contract) - Enterprise Reporting Location New York Business Area Accounting and Finance Ref # Description & Requirements The energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough; we work hard, and we work fast - while keeping up the quality and accuracy we're known for. It's what keeps us inventing and reinventing, all the time. Our culture is wide open, just like our spaces. We bring out the best in each other through collaboration. Through our countless volunteer projects, we also help network with the communities around us, too. You can do amazing work here. Work you couldn't do anywhere else. It's up to you to make it happen. What's the Role? At Bloomberg Finance we are committed to providing world-class support to our business partners by providing insight on business performance, financial oversight and thought leadership. We are currently seeking a Senior Financial Analyst to support the Global Compensation Team. The Global Compensation Team is responsible for all aspects of compensation including program design, strategy, funding, metrics, regulatory compliance, controls, analysis, reporting and tools. As a member of this team, you will have the opportunity to deliver a unique blend of financial and operational analysis for a fast-paced and technology based financial services business. We'll Trust You To: Create and maintain enterprise-wide compensation reporting and analysis to provide business insights and support decision making Produce regulatory compliance deliverables globally including compiling and submitting reports, surveys, questionnaires, and filings while ensuring timely compliance in accordance with local regulations Develop and maintain models and analyses to aid in the validation of financial forecasts and for special projects Identify opportunities to improve efficiency of processes, streamline collection, use, and presentation of data Support risks and controls documentation and processes, including periodic audits Partner with other team members in a collaborative environment that requires effective communication, project planning, meeting deadlines and managing expectations Work with internal partners (e.g. Engineering, HRIS and Payroll) to ensure processes & systems meet needs of compensation team Work with large data sets from various systems and data sources while ensuring data integrity You'll Need To Have: 6+ years of relevant experience in Finance and/or Compensation Bachelor's degree in Finance, Accounting, Economics, or a related field of study Superior Microsoft Excel skills, focusing on data consolidation, financial modeling and analysis Strong attention to details to ensure accuracy while working with complex large data sets, reports and spreadsheets Strong analytical, problem-solving and critical thinking skills Ability to coordinate and execute projects independently, effectively manage time, prioritize tasks and autonomously perform within tight deadlines Excellent verbal and written communication skills with the ability to present and explain your decisions to others Strong project management experience with the capability of handling expectations that result in action items We'd Love to See: Proficiency in Microsoft VBA, SQL, Alteryx, or similar tools and systems, a plus Proficiency in SAP, a plus Salary Range = 55 - 70 USD Hourly The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
Senior Financial Analyst - Data - Finance & Administration Location New York Business Area Accounting and Finance Ref # Description & Requirements The energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough; we work hard, and we work fast - while keeping up the quality and accuracy we're known for. It's what keeps us inventing and reinventing, all the time. Our culture is wide open, just like our spaces. We bring out the best in each other through collaboration. Through our countless volunteer projects, we also help network with the communities around us, too. You can do amazing work here. Work you couldn't do anywhere else. It's up to you to make it happen. What's the Role? At Bloomberg Finance we are committed to providing world-class support to our business partners by providing insight on business performance, financial oversight and thought leadership. We are currently seeking a Senior Financial Analyst to join our Finance team supporting Bloomberg's Data organization. The Data organization supports and enhances Bloomberg's flagship products with complex and extensive datasets covering a vast range of sources and data types. All Bloomberg clients, from Terminal to Enterprise, use the work that is done in Data. News, analysis, and trading applications all consume the data and insights generated by the Data segment. As a result, we are focused on ensuring the completeness and accuracy of our entire offering - and proactive data quality management as an operating discipline. As a member of this team, you will have the opportunity to deliver a unique blend of financial and operational analysis, financial modeling and reporting, and senior management support in a fast-paced and cutting-edge business. You will be expected to provide business managers and executives with timely, accurate, and transparent reporting of relevant metrics and financial information to drive efficient operations and accountability to business outcomes. You will be responsible for using extensive data sources to provide solutions to urgent business questions, financial / operational insight, and reporting. We'll trust you to: • Drive financial reporting, analysis, and forecasting processes for the Data organization along with monitoring historical resource and expense trends • Create and develop detailed financial models and analysis to support various strategic initiatives including workforce transformation, allocation methodology calibration, and multi-year resource plans. • Lead development and preparation of presentations for business heads and Finance management, both on a regularly scheduled and ad hoc basis • Identify opportunities to enhance the efficiency of existing processes, and propose improvements to streamline the collection, use, and presentation of data • Build relationships with key business contacts, working closely with stakeholders to inform business strategy, define strategic priorities and measure success You'll need to have: • 6+ years financial experience • Bachelor's degree in Finance or related fields • Outstanding verbal, written and interpersonal communication skills • Advanced Excel modeling skills • Experience producing executive and management reporting (PowerPoint) • Ability to deliver high-quality, bespoke analytics on rapid timelines • Team player with ability to deal with changing priorities • Strong organizational skills and ability to prioritize multiple tasks are required We'd love to see: • 6+ years of FP&A experience at a financial services or technology firm • Flexibility to work in an entrepreneurial and fast-moving environment • Superior Microsoft Excel skills (VBA a plus) • Project management experience, specifically with highly iterative/Agile style workstreams • Experience with Enterprise software applications e.g. SAP Salary Range = 110000 - 150000 USD Annually + Benefits + Bonus The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
08/31/2025
Full time
Senior Financial Analyst - Data - Finance & Administration Location New York Business Area Accounting and Finance Ref # Description & Requirements The energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough; we work hard, and we work fast - while keeping up the quality and accuracy we're known for. It's what keeps us inventing and reinventing, all the time. Our culture is wide open, just like our spaces. We bring out the best in each other through collaboration. Through our countless volunteer projects, we also help network with the communities around us, too. You can do amazing work here. Work you couldn't do anywhere else. It's up to you to make it happen. What's the Role? At Bloomberg Finance we are committed to providing world-class support to our business partners by providing insight on business performance, financial oversight and thought leadership. We are currently seeking a Senior Financial Analyst to join our Finance team supporting Bloomberg's Data organization. The Data organization supports and enhances Bloomberg's flagship products with complex and extensive datasets covering a vast range of sources and data types. All Bloomberg clients, from Terminal to Enterprise, use the work that is done in Data. News, analysis, and trading applications all consume the data and insights generated by the Data segment. As a result, we are focused on ensuring the completeness and accuracy of our entire offering - and proactive data quality management as an operating discipline. As a member of this team, you will have the opportunity to deliver a unique blend of financial and operational analysis, financial modeling and reporting, and senior management support in a fast-paced and cutting-edge business. You will be expected to provide business managers and executives with timely, accurate, and transparent reporting of relevant metrics and financial information to drive efficient operations and accountability to business outcomes. You will be responsible for using extensive data sources to provide solutions to urgent business questions, financial / operational insight, and reporting. We'll trust you to: • Drive financial reporting, analysis, and forecasting processes for the Data organization along with monitoring historical resource and expense trends • Create and develop detailed financial models and analysis to support various strategic initiatives including workforce transformation, allocation methodology calibration, and multi-year resource plans. • Lead development and preparation of presentations for business heads and Finance management, both on a regularly scheduled and ad hoc basis • Identify opportunities to enhance the efficiency of existing processes, and propose improvements to streamline the collection, use, and presentation of data • Build relationships with key business contacts, working closely with stakeholders to inform business strategy, define strategic priorities and measure success You'll need to have: • 6+ years financial experience • Bachelor's degree in Finance or related fields • Outstanding verbal, written and interpersonal communication skills • Advanced Excel modeling skills • Experience producing executive and management reporting (PowerPoint) • Ability to deliver high-quality, bespoke analytics on rapid timelines • Team player with ability to deal with changing priorities • Strong organizational skills and ability to prioritize multiple tasks are required We'd love to see: • 6+ years of FP&A experience at a financial services or technology firm • Flexibility to work in an entrepreneurial and fast-moving environment • Superior Microsoft Excel skills (VBA a plus) • Project management experience, specifically with highly iterative/Agile style workstreams • Experience with Enterprise software applications e.g. SAP Salary Range = 110000 - 150000 USD Annually + Benefits + Bonus The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
Description Position Title: Expert Financial Analyst Required Clearance: TS/SCI Geographic Location: Springfield, VA Financial Analyst (EXPERT) expertise and experience in the execution of all types of funding. Knowledge of Financial Management Regulations, the FAR, DFARS and internal NGA policies and procedures for the execution of RDT&E, O&M, and PDW funding. Experience sending MIPRs, NGA AF-9s or DoD Purchase Requests (PRs), and or 7600s for the execution of funding. Experience drafting or reviewing execution documentation including but not limited to IGCEs, SOWs, D&Fs, etc. Overall Assignment Description: Serves as a technical and functional advisor to the Government Program Management Office (GPMO) within NGA/TEI (Open IT Solutions\Enterprise Management Services) and Government staff members for all planning, programming, budgeting and execution (PPB&E) activities of NGA financial resources consistent with DoD and IC policies and directives. Duties include but are not limited to: Perform budget and cost analysis functions in support of TEI activities. This includes development and operations of models, tools, and techniques related to budget planning, tracking, execution reconciliation, and analysis. Assist in preparing, coordinating, and presenting budgets, including, but not limited to, the IPOM /IPBS and CJB/CBJB submissions and budget execution activities. Perform budget status reconciliation, expenditure tracking, management activities, formulate spend plans, and develop and operate financial analysis tools as required. Schedule and facilitate monthly TEI Resource Reviews for TEI programs to include an internal budget and spend plan status update. Assist TEI's business functions to facilitate monthly and quarterly reporting to NGA, IC, and Congress. Support day-to-day business rhythm execution to enable TEI corporate efficiencies. Prepare, maintain, and present financial and budget reports, and briefings with the creation and use of visual aids (graphs, charts, etc.) to senior leadership, as well as drafting, editing, and proofreading documents for publishing Required Skills: BA/BS or MA/MS in business, management, finance, accounting, or equivalent experience Experience with PRISM acquisition/financial software. Proficiency in appropriations law as it applies to budget execution. Experience drafting Congressional Justification Books and Congressional Budget Justification Books. Experience supporting agency senior leadership Excellent oral and written communication skills with successful briefings to cross-agency senior leadership Budget execution experience in the IC or DoD Planning and programming experience to include development of budget submission and budget narratives Strong experience with cost, schedule, and cost-benefit analyses and recommendations Desired Skills NGA experience strongly preferred Experience with GEOF financial software Experience with Agile Software Development Lifecycle Understanding of cloud provider services Compass, Inc. (Compass) is a Small Business (SB) headquartered in Winchester, VA as a Defense and Intelligence solutions provider to the United States Government. We provide Systems Engineering and Technical Assistance (SETA), Advisory and Assistance Services (A&AS), and Systems Engineering and Integration (SE&I) to our government and business partner customers. As a premier Defense and Intelligence solution provider, we employee a diverse, agile, highly trained and extremely talented staff. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. Veterans/Disabled
08/28/2025
Full time
Description Position Title: Expert Financial Analyst Required Clearance: TS/SCI Geographic Location: Springfield, VA Financial Analyst (EXPERT) expertise and experience in the execution of all types of funding. Knowledge of Financial Management Regulations, the FAR, DFARS and internal NGA policies and procedures for the execution of RDT&E, O&M, and PDW funding. Experience sending MIPRs, NGA AF-9s or DoD Purchase Requests (PRs), and or 7600s for the execution of funding. Experience drafting or reviewing execution documentation including but not limited to IGCEs, SOWs, D&Fs, etc. Overall Assignment Description: Serves as a technical and functional advisor to the Government Program Management Office (GPMO) within NGA/TEI (Open IT Solutions\Enterprise Management Services) and Government staff members for all planning, programming, budgeting and execution (PPB&E) activities of NGA financial resources consistent with DoD and IC policies and directives. Duties include but are not limited to: Perform budget and cost analysis functions in support of TEI activities. This includes development and operations of models, tools, and techniques related to budget planning, tracking, execution reconciliation, and analysis. Assist in preparing, coordinating, and presenting budgets, including, but not limited to, the IPOM /IPBS and CJB/CBJB submissions and budget execution activities. Perform budget status reconciliation, expenditure tracking, management activities, formulate spend plans, and develop and operate financial analysis tools as required. Schedule and facilitate monthly TEI Resource Reviews for TEI programs to include an internal budget and spend plan status update. Assist TEI's business functions to facilitate monthly and quarterly reporting to NGA, IC, and Congress. Support day-to-day business rhythm execution to enable TEI corporate efficiencies. Prepare, maintain, and present financial and budget reports, and briefings with the creation and use of visual aids (graphs, charts, etc.) to senior leadership, as well as drafting, editing, and proofreading documents for publishing Required Skills: BA/BS or MA/MS in business, management, finance, accounting, or equivalent experience Experience with PRISM acquisition/financial software. Proficiency in appropriations law as it applies to budget execution. Experience drafting Congressional Justification Books and Congressional Budget Justification Books. Experience supporting agency senior leadership Excellent oral and written communication skills with successful briefings to cross-agency senior leadership Budget execution experience in the IC or DoD Planning and programming experience to include development of budget submission and budget narratives Strong experience with cost, schedule, and cost-benefit analyses and recommendations Desired Skills NGA experience strongly preferred Experience with GEOF financial software Experience with Agile Software Development Lifecycle Understanding of cloud provider services Compass, Inc. (Compass) is a Small Business (SB) headquartered in Winchester, VA as a Defense and Intelligence solutions provider to the United States Government. We provide Systems Engineering and Technical Assistance (SETA), Advisory and Assistance Services (A&AS), and Systems Engineering and Integration (SE&I) to our government and business partner customers. As a premier Defense and Intelligence solution provider, we employee a diverse, agile, highly trained and extremely talented staff. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. Veterans/Disabled
WHAT YOU'LL DO Voluntary Investment Platform was launched by BCG in 2016 for its Managing Director & Partner cohort (MDPs) as well as other senior employees of the firm. The Platform provides BCG investors with ability to invest in alternative assets through investment funds created by BCG. The platform is also designed to make it easier for BCG investors to manage their investments and strives to provide high touch service investor experience. Since its inception, the platform has been successful among BCG investors. The team manages thirteen funds with over 1.5B in total commitments and over 1500 BCGers participating, and more fund raises are planned. This role will support the Fund Operations Manager, and Fund Operations Senior Manager in administrating the investment platform at BCG. It will provide the right candidate with the opportunity to learn about alternative investments, be involved in all aspects of operations of the funds. The areas of responsibilities will include quarterly closes, capital calls and distributions, tax and financial reporting, cash monitoring, payments of fund expenses as well as credit facility and expense analysis. Job Responsibilities: Assist in the review of quarterly workpapers, valuation packages, annual reports, and investor capital account statements. Participate in the annual audit of the funds by managing the process and monitoring open items lists. Process incoming capital calls/distributions and prepare investor capital call/distribution calculations, including the review of investor notices and cash reconciliations. Assist with the preparation and review of all relevant tax statements, including K-1s, tax estimates, withholding forms, and composite returns. Perform a variety of daily/monthly/quarterly activities, such as reconciliations, cash monitoring, payments of fund fees and expenses, and credit facility and expense analysis. Contribute to ongoing automation initiatives and provide support for special projects YOU'RE GOOD AT Working independently and as a part of the team to solve problems Have positive attitude and able to work in high stress high pace environment High level of initiative and collaboration Strong written and verbal communication skills Thinking critically and continuously reevaluate the exiting process Creating ways to automate processes and learning new digital tools Implementing and enforcing best practices by using digital tools YOU BRING (EXPERIENCE & QUALIFICATIONS) Bachelor's Degree in Accounting, Finance, or related field 5+ years of relevant experience Knowledge of accounting, financial reporting and taxation Proficiency in Microsoft Office application and strong MS Excel, Word and PowerPoint skills. Knowledge of Tableau and Alteryx is a plus Excellent interpersonal and communication skills, both written and verbal Ability to think independently, prioritize, multi-task and meet deadlines under pressure Analytical thinker and problem solver Strong attention to detail and accuracy Individual would have high level of initiative, self-motivation and collaboration A proactive nature in developing and improving processes, identifying opportunities for efficiency YOU'LL WORK WITH Voluntary Investment Platform team is a part of the PSG team. PSG provides a wide range of services to our BCG MDPs, manages compensation and equity system, and related matters. The model is a dynamic, multi-faceted system designed and customized as needed to support a growing, diverse global partnership. Beyond managing the model, the group plays an integral part in the development and evaluation process as well as the worldwide finance functions.
12/05/2023
Full time
WHAT YOU'LL DO Voluntary Investment Platform was launched by BCG in 2016 for its Managing Director & Partner cohort (MDPs) as well as other senior employees of the firm. The Platform provides BCG investors with ability to invest in alternative assets through investment funds created by BCG. The platform is also designed to make it easier for BCG investors to manage their investments and strives to provide high touch service investor experience. Since its inception, the platform has been successful among BCG investors. The team manages thirteen funds with over 1.5B in total commitments and over 1500 BCGers participating, and more fund raises are planned. This role will support the Fund Operations Manager, and Fund Operations Senior Manager in administrating the investment platform at BCG. It will provide the right candidate with the opportunity to learn about alternative investments, be involved in all aspects of operations of the funds. The areas of responsibilities will include quarterly closes, capital calls and distributions, tax and financial reporting, cash monitoring, payments of fund expenses as well as credit facility and expense analysis. Job Responsibilities: Assist in the review of quarterly workpapers, valuation packages, annual reports, and investor capital account statements. Participate in the annual audit of the funds by managing the process and monitoring open items lists. Process incoming capital calls/distributions and prepare investor capital call/distribution calculations, including the review of investor notices and cash reconciliations. Assist with the preparation and review of all relevant tax statements, including K-1s, tax estimates, withholding forms, and composite returns. Perform a variety of daily/monthly/quarterly activities, such as reconciliations, cash monitoring, payments of fund fees and expenses, and credit facility and expense analysis. Contribute to ongoing automation initiatives and provide support for special projects YOU'RE GOOD AT Working independently and as a part of the team to solve problems Have positive attitude and able to work in high stress high pace environment High level of initiative and collaboration Strong written and verbal communication skills Thinking critically and continuously reevaluate the exiting process Creating ways to automate processes and learning new digital tools Implementing and enforcing best practices by using digital tools YOU BRING (EXPERIENCE & QUALIFICATIONS) Bachelor's Degree in Accounting, Finance, or related field 5+ years of relevant experience Knowledge of accounting, financial reporting and taxation Proficiency in Microsoft Office application and strong MS Excel, Word and PowerPoint skills. Knowledge of Tableau and Alteryx is a plus Excellent interpersonal and communication skills, both written and verbal Ability to think independently, prioritize, multi-task and meet deadlines under pressure Analytical thinker and problem solver Strong attention to detail and accuracy Individual would have high level of initiative, self-motivation and collaboration A proactive nature in developing and improving processes, identifying opportunities for efficiency YOU'LL WORK WITH Voluntary Investment Platform team is a part of the PSG team. PSG provides a wide range of services to our BCG MDPs, manages compensation and equity system, and related matters. The model is a dynamic, multi-faceted system designed and customized as needed to support a growing, diverse global partnership. Beyond managing the model, the group plays an integral part in the development and evaluation process as well as the worldwide finance functions.
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: As a valued colleague on our team, you will contribute to utilizing various data sources to design and develop reports that meet required formats or expected standards, and follow a reporting cadence. In this role, you will verify reports to ensure information is accurate and descriptive of the data, and that they fulfill the business need. THE IMPACT YOU WILL MAKEThe Multifamily COO - Reporting - Senior Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:* Maintain financial controls and systems data used for recording, monitoring, forecasting and budgeting for all project expenditures. * Analyze project actuals versus forecast to identify reasons for variances from budget. * Prepare monthly accruals and analyze against payments. * Develop and maintain departmental operating procedures and standard work documents.* Prepare reports for senior leadership. * Provide support to key stakeholders and the Multifamily PMO by developing and maintaining all performance dashboards and preparing reports to be submitted to project teams. * Manage special projects and assist other areas of the Multifamily PMO when needed. Qualifications: THE EXPERIENCE YOU BRING TO THE TEAMMinimum Required Experience* 2 years relevant experience* Must be able to work with all levels of the organization, from scrum teams to senior leadership, including areas outside of the Division. * Must have advanced skills and experience with Microsoft Excel (Pivots, look-ups, graphs, formatting) and excellent PowerPoint skills.* Must understand financial aspects of Agile practices (Epic, Value Stream, ART, Scrum) in a business context and be able to explain same to non-financial resources. * Strong sense of urgency, good organizational skills, and attention to detail with a creative approach to solving issues. * Proven ability to work in a fast-paced, dynamic, deadline-driven environment.* Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in reporting and forecasting.* Strong analytical skills and the ability to synthesize large amounts of data. * Must be able to examine detailed information but tailor messages to audiences with different levels of knowledge and requiring different levels of detail * Must be able to work independently in constant changing environmentDesired Experience* Bachelor's degree or equivalent in Business Finance, Computer Science or related field* Enterprise 1 (E1) knowledge is a plus* Familiarity with mortgage and banking industry (Fannie Mae or Freddie Mac experience) * Familiarity working in an Agile environment. Some knowledge of SAFe (Scaled Agile Framework) practices, use of Jira and Confluence* Knowledgeable of SharePoint, Microsoft OneNote, Tableau (run reports), and Planview* Familiarity with General Ledger postings* Must be able to work with stakeholders or within a PMO, to ensure financial information (resource forecasts and non-resource costs) are accurate and completed as per deadlines from enterprise* PMP Certification preferred but not required* SAFe certification is welcome but not required* 4-10 years of related experience Additional Information: Job Reference ID: REF9747LThe future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
02/27/2022
Full time
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: As a valued colleague on our team, you will contribute to utilizing various data sources to design and develop reports that meet required formats or expected standards, and follow a reporting cadence. In this role, you will verify reports to ensure information is accurate and descriptive of the data, and that they fulfill the business need. THE IMPACT YOU WILL MAKEThe Multifamily COO - Reporting - Senior Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:* Maintain financial controls and systems data used for recording, monitoring, forecasting and budgeting for all project expenditures. * Analyze project actuals versus forecast to identify reasons for variances from budget. * Prepare monthly accruals and analyze against payments. * Develop and maintain departmental operating procedures and standard work documents.* Prepare reports for senior leadership. * Provide support to key stakeholders and the Multifamily PMO by developing and maintaining all performance dashboards and preparing reports to be submitted to project teams. * Manage special projects and assist other areas of the Multifamily PMO when needed. Qualifications: THE EXPERIENCE YOU BRING TO THE TEAMMinimum Required Experience* 2 years relevant experience* Must be able to work with all levels of the organization, from scrum teams to senior leadership, including areas outside of the Division. * Must have advanced skills and experience with Microsoft Excel (Pivots, look-ups, graphs, formatting) and excellent PowerPoint skills.* Must understand financial aspects of Agile practices (Epic, Value Stream, ART, Scrum) in a business context and be able to explain same to non-financial resources. * Strong sense of urgency, good organizational skills, and attention to detail with a creative approach to solving issues. * Proven ability to work in a fast-paced, dynamic, deadline-driven environment.* Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in reporting and forecasting.* Strong analytical skills and the ability to synthesize large amounts of data. * Must be able to examine detailed information but tailor messages to audiences with different levels of knowledge and requiring different levels of detail * Must be able to work independently in constant changing environmentDesired Experience* Bachelor's degree or equivalent in Business Finance, Computer Science or related field* Enterprise 1 (E1) knowledge is a plus* Familiarity with mortgage and banking industry (Fannie Mae or Freddie Mac experience) * Familiarity working in an Agile environment. Some knowledge of SAFe (Scaled Agile Framework) practices, use of Jira and Confluence* Knowledgeable of SharePoint, Microsoft OneNote, Tableau (run reports), and Planview* Familiarity with General Ledger postings* Must be able to work with stakeholders or within a PMO, to ensure financial information (resource forecasts and non-resource costs) are accurate and completed as per deadlines from enterprise* PMP Certification preferred but not required* SAFe certification is welcome but not required* 4-10 years of related experience Additional Information: Job Reference ID: REF9747LThe future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: The Controller's division at Fannie Mae is fast paced, with dedicated individuals all working for the betterment of the housing industry and doing their part to support our mission. The team is responsible for all aspects of accounting operations, including the timely and accurate accounting and reporting of Fannie Mae's loans, mortgage-backed securities, and real estate owned properties, as well as funding and risk management instruments. As part of this team, you will engage with highly motivated professionals who seek to continuously learn, grow and add value to the organization every day. These are talented professionals like yourself - accountants, as well as financial and economic modelers and analysts who perform related financial functions such as pricing valuations, credit reserves, and forecasts of home prices. The work is complex, interesting, and will stretch your knowledge of how a robust accounting system handles an immense amount of transactions throughout the life of our investment and funding vehicles. As a valued colleague on our team, you will have the opportunity to support accounting functions in Loan Accounting, Capital Markets and Financial Reporting through Fannie Mae's rotational program which will allow you to further expand and enhance your skills, expertise, and continue your career development. Are you ready to join the leading source of mortgage financing and help shape the future of the industry? THE IMPACT YOU WILL MAKE An Accounting - Associate role in our Controller's Organization will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Partner in assessing operational impacts of key business activities that underlie accounting responsibilities. * Develop reports to document assets, liabilities, profit and loss, tax liability, and/or other financial activities and results. * Gather, document, and maintain financial information from relevant finance and accounting sources. * Perform deep analytics and reporting on business and financial information to provide insights to stakeholders, make projections of prospective financial performance and determine appropriate treatment. * Interact, collaborate, and problem solve directly with finance and key business partners, including finance, accounting, and legal teams, as well as internal and external auditors. * Own portions of the monthly financial close process, such as ensuring subledger systems appropriately record transactions into the general ledgerQualifications: THE EXPERIENCE YOU BRING TO THE TEAM Basic Qualifications * Bachelor's degree or equivalent * 1+ years of related experience required * Advanced proficiency in Excel required Preferred Qualifications * Area of study in Accounting, Business, Finance or Economics * Certified as a public accountant (CPA) or functional equivalent * Public accounting, consulting and/or financial services experience* Previous operational accounting experience in a large company setting * Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in operational processes, systems, and reporting * Experience implementing new SEC and/or FASB accounting standards, including GAAP principles* Strong understanding of the monthly close process * Ability to resolve issues and exceptions in a timely and professional manner * Strong analytical and communication skills with the ability to interact and collaborate with employees at all levels, including senior management * Experience with robust reporting tools such as Tableau and Business Objects to visualize and analyze data Additional Information: Job Reference ID: REF9738Q The future is what you make it to be. Discover compelling opportunities at careers. fanniemae.com.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
02/26/2022
Full time
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: The Controller's division at Fannie Mae is fast paced, with dedicated individuals all working for the betterment of the housing industry and doing their part to support our mission. The team is responsible for all aspects of accounting operations, including the timely and accurate accounting and reporting of Fannie Mae's loans, mortgage-backed securities, and real estate owned properties, as well as funding and risk management instruments. As part of this team, you will engage with highly motivated professionals who seek to continuously learn, grow and add value to the organization every day. These are talented professionals like yourself - accountants, as well as financial and economic modelers and analysts who perform related financial functions such as pricing valuations, credit reserves, and forecasts of home prices. The work is complex, interesting, and will stretch your knowledge of how a robust accounting system handles an immense amount of transactions throughout the life of our investment and funding vehicles. As a valued colleague on our team, you will have the opportunity to support accounting functions in Loan Accounting, Capital Markets and Financial Reporting through Fannie Mae's rotational program which will allow you to further expand and enhance your skills, expertise, and continue your career development. Are you ready to join the leading source of mortgage financing and help shape the future of the industry? THE IMPACT YOU WILL MAKE An Accounting - Associate role in our Controller's Organization will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Partner in assessing operational impacts of key business activities that underlie accounting responsibilities. * Develop reports to document assets, liabilities, profit and loss, tax liability, and/or other financial activities and results. * Gather, document, and maintain financial information from relevant finance and accounting sources. * Perform deep analytics and reporting on business and financial information to provide insights to stakeholders, make projections of prospective financial performance and determine appropriate treatment. * Interact, collaborate, and problem solve directly with finance and key business partners, including finance, accounting, and legal teams, as well as internal and external auditors. * Own portions of the monthly financial close process, such as ensuring subledger systems appropriately record transactions into the general ledgerQualifications: THE EXPERIENCE YOU BRING TO THE TEAM Basic Qualifications * Bachelor's degree or equivalent * 1+ years of related experience required * Advanced proficiency in Excel required Preferred Qualifications * Area of study in Accounting, Business, Finance or Economics * Certified as a public accountant (CPA) or functional equivalent * Public accounting, consulting and/or financial services experience* Previous operational accounting experience in a large company setting * Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in operational processes, systems, and reporting * Experience implementing new SEC and/or FASB accounting standards, including GAAP principles* Strong understanding of the monthly close process * Ability to resolve issues and exceptions in a timely and professional manner * Strong analytical and communication skills with the ability to interact and collaborate with employees at all levels, including senior management * Experience with robust reporting tools such as Tableau and Business Objects to visualize and analyze data Additional Information: Job Reference ID: REF9738Q The future is what you make it to be. Discover compelling opportunities at careers. fanniemae.com.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing environment. Here, you will help lead our industry forward and make your career. Job Description: The Controller's division at Fannie Mae is fast paced, with dedicated individuals all working for the betterment of the housing industry and doing their part to support our mission. The team is responsible for all aspects of accounting operations, including the timely and accurate accounting and reporting of Fannie Mae's loans, mortgage-backed securities, and single-family real estate owned properties, as well as funding and risk management instruments. As part of this team, you will engage with highly motivated professionals who seek to continuously learn, grow and add value to the organization every day. These are talented professionals like yourself - accountants, as well as financial and economic modelers and analysts who perform related financial functions such as pricing valuations, credit reserves, and forecasts of home prices. The work is complex, interesting, and will stretch your knowledge of how a robust accounting system handles an immense number of transactions throughout the life of a mortgage loan. As a valued colleague on our team, you will have the opportunity to support accounting functions in Loan Accounting, Capital Markets and Multifamily Accounting and Financial Reporting through Fannie Mae's rotational program which will allow you to further expand and enhance your skills, expertise, and continue your career development. Are you ready to join the leading source of mortgage financing and help shape the future of the industry? THE IMPACT YOU WILL MAKEAn Accounting -- Senior Associate role in our Controller's Organization will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: * Partner in assessing operational impacts of key business activities that underly accounting responsibilities. * Develop reports to document assets, liabilities, profit and loss, tax liability, and/or other financial activities and results. * Gather, document, and maintain financial information from relevant finance and accounting sources. * Perform deep analytics and reporting on business and financial information to provide insights to stakeholders, make projections of prospective financial performance and determine appropriate treatment. * Interact, collaborate, and problem solve directly with finance and key business partners, including finance, accounting, and legal teams, as well as internal and external auditors. * Design and execute accounting and financial operations processes and related controls. Qualifications: THE EXPERIENCE YOU BRING TO THE TEAMMinimum Required Experience* 2 years* Advanced proficiency in Excel required Desired Experience* Bachelor's degree or equivalent * Area of study in Accounting, Business, Finance or Economics * Certified as a public accountant (CPA) or functional equivalent * 4 years of experience in public accounting, consulting and/or financial services preferred* Previous operational accounting experience in a large company setting * Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in operational processes, systems, and reporting * Strong understanding of the monthly close process * Ability to resolve issues and exceptions in a timely and professional manner * Ability to identify opportunities to streamline and automate * Strong analytical and communication skills with the ability to interact and collaborate with employees at all levels, including senior management * Experience with robust reporting tools such as Tableau and Business Objects to visualize and analyze data Additional Information: Requisition ID: REF9741N The future is what you make it to be. Discover compelling opportunities at Fanniemae. com/careers.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
02/26/2022
Full time
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing environment. Here, you will help lead our industry forward and make your career. Job Description: The Controller's division at Fannie Mae is fast paced, with dedicated individuals all working for the betterment of the housing industry and doing their part to support our mission. The team is responsible for all aspects of accounting operations, including the timely and accurate accounting and reporting of Fannie Mae's loans, mortgage-backed securities, and single-family real estate owned properties, as well as funding and risk management instruments. As part of this team, you will engage with highly motivated professionals who seek to continuously learn, grow and add value to the organization every day. These are talented professionals like yourself - accountants, as well as financial and economic modelers and analysts who perform related financial functions such as pricing valuations, credit reserves, and forecasts of home prices. The work is complex, interesting, and will stretch your knowledge of how a robust accounting system handles an immense number of transactions throughout the life of a mortgage loan. As a valued colleague on our team, you will have the opportunity to support accounting functions in Loan Accounting, Capital Markets and Multifamily Accounting and Financial Reporting through Fannie Mae's rotational program which will allow you to further expand and enhance your skills, expertise, and continue your career development. Are you ready to join the leading source of mortgage financing and help shape the future of the industry? THE IMPACT YOU WILL MAKEAn Accounting -- Senior Associate role in our Controller's Organization will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: * Partner in assessing operational impacts of key business activities that underly accounting responsibilities. * Develop reports to document assets, liabilities, profit and loss, tax liability, and/or other financial activities and results. * Gather, document, and maintain financial information from relevant finance and accounting sources. * Perform deep analytics and reporting on business and financial information to provide insights to stakeholders, make projections of prospective financial performance and determine appropriate treatment. * Interact, collaborate, and problem solve directly with finance and key business partners, including finance, accounting, and legal teams, as well as internal and external auditors. * Design and execute accounting and financial operations processes and related controls. Qualifications: THE EXPERIENCE YOU BRING TO THE TEAMMinimum Required Experience* 2 years* Advanced proficiency in Excel required Desired Experience* Bachelor's degree or equivalent * Area of study in Accounting, Business, Finance or Economics * Certified as a public accountant (CPA) or functional equivalent * 4 years of experience in public accounting, consulting and/or financial services preferred* Previous operational accounting experience in a large company setting * Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in operational processes, systems, and reporting * Strong understanding of the monthly close process * Ability to resolve issues and exceptions in a timely and professional manner * Ability to identify opportunities to streamline and automate * Strong analytical and communication skills with the ability to interact and collaborate with employees at all levels, including senior management * Experience with robust reporting tools such as Tableau and Business Objects to visualize and analyze data Additional Information: Requisition ID: REF9741N The future is what you make it to be. Discover compelling opportunities at Fanniemae. com/careers.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to modernize the nation's housing finance system while being part of an inclusive team using new, emerging technologies. Here, you will help lead our industry forward, enhance your technical expertise, and make your career. Job Description: As a valued colleague on our team, you will contribute to supporting the product lifecycle, provide tactical support across product areas, collaborate with the team in assessing product needs and conducting product backlog maintenance, as well as collaborate with the team in managing plans, issues, and risks for products. THE IMPACT YOU WILL MAKEThe Accounting Systems - Product Analysis - Senior Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: * Gather information about new or existing products.* Assess current state of product to discover additional needs.* Contribute to the design, development, testing, and evaluation of products.* Support multiple internal groups in an energizing environment.* Coordinate with internal team to define product strategy and customer outreach. Qualifications: THE EXPERIENCE YOU BRING TO THE TEAMMinimum Required Experiences* 2 years of relevant experienceFinancial Industry experience.Knowledge of Securities and Debt and Derivatives instruments.Strong data analysis skill set. Should be comfortable with SQL, Python, Excel and other MS Office Suite ProductsSimCorp Dimension toolDesired Experiences* Bachelor degree or equivalent* 4 years of relevant experience * Knowledge of new age data analysis tools such as Alteryx, TOAD, etc.SkillsAbility to frame ideas as systems and analyzing the inputs, outputs, and processExperience in the process of analyzing data to identify trends or relationships to inform conclusions about the dataWorking with people with different functional expertise respectfully and cooperatively to work toward a common goalThe group of skills related to Communication including communicating in writing or verbally, copywriting, planning and distributing communication, etc.Skilled in presenting information and/or ideas to an audience in a way that is engaging and easy to understandThe group of skills related to Relationship Management including managing and engaging stakeholders, customers, and vendors, building relationship networks, contracting, etc.Experience gathering accurate information to explain concepts and answer critical questionsSkilled in documentation and database reporting for the purposes of analysis, data discovery, and decision-making with the use of relevant software such as Crystal Reports, Excel, or SSRSExperience helping an organization to plan and manage change in effort to meet strategic objectivesDetermining causes of operating errors and taking corrective actionThe group of skills related to Product Development including designing products, developing product roadmaps, translating design requirements, prototyping, etc.The group of skills related to Product Testing including testing and evaluating software, usability testing, UAT, and using relevant product testing technologyToolsSkilled in TableauSkilled in Microsoft TeamsExperience using Microsoft ProjectSkilled in ExcelExperience using JIRASkilled in SQLSkilled in TOAD SQL database management toolExperience using SharePoint Additional Information: The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at . Job ID: REF6218Y#LI-NR1
02/26/2022
Full time
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to modernize the nation's housing finance system while being part of an inclusive team using new, emerging technologies. Here, you will help lead our industry forward, enhance your technical expertise, and make your career. Job Description: As a valued colleague on our team, you will contribute to supporting the product lifecycle, provide tactical support across product areas, collaborate with the team in assessing product needs and conducting product backlog maintenance, as well as collaborate with the team in managing plans, issues, and risks for products. THE IMPACT YOU WILL MAKEThe Accounting Systems - Product Analysis - Senior Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: * Gather information about new or existing products.* Assess current state of product to discover additional needs.* Contribute to the design, development, testing, and evaluation of products.* Support multiple internal groups in an energizing environment.* Coordinate with internal team to define product strategy and customer outreach. Qualifications: THE EXPERIENCE YOU BRING TO THE TEAMMinimum Required Experiences* 2 years of relevant experienceFinancial Industry experience.Knowledge of Securities and Debt and Derivatives instruments.Strong data analysis skill set. Should be comfortable with SQL, Python, Excel and other MS Office Suite ProductsSimCorp Dimension toolDesired Experiences* Bachelor degree or equivalent* 4 years of relevant experience * Knowledge of new age data analysis tools such as Alteryx, TOAD, etc.SkillsAbility to frame ideas as systems and analyzing the inputs, outputs, and processExperience in the process of analyzing data to identify trends or relationships to inform conclusions about the dataWorking with people with different functional expertise respectfully and cooperatively to work toward a common goalThe group of skills related to Communication including communicating in writing or verbally, copywriting, planning and distributing communication, etc.Skilled in presenting information and/or ideas to an audience in a way that is engaging and easy to understandThe group of skills related to Relationship Management including managing and engaging stakeholders, customers, and vendors, building relationship networks, contracting, etc.Experience gathering accurate information to explain concepts and answer critical questionsSkilled in documentation and database reporting for the purposes of analysis, data discovery, and decision-making with the use of relevant software such as Crystal Reports, Excel, or SSRSExperience helping an organization to plan and manage change in effort to meet strategic objectivesDetermining causes of operating errors and taking corrective actionThe group of skills related to Product Development including designing products, developing product roadmaps, translating design requirements, prototyping, etc.The group of skills related to Product Testing including testing and evaluating software, usability testing, UAT, and using relevant product testing technologyToolsSkilled in TableauSkilled in Microsoft TeamsExperience using Microsoft ProjectSkilled in ExcelExperience using JIRASkilled in SQLSkilled in TOAD SQL database management toolExperience using SharePoint Additional Information: The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at . Job ID: REF6218Y#LI-NR1
nCino offers exciting career opportunities for individuals who want to join the worldwide leader in cloud banking. The nCino Credit Solutions Advisor (CSA) is the nCino product subject matter expert for Spreads, Commercial Real Estate Analysis, and other credit-related functions (herein after referred to collectively as "spreads"). CSA involvement can span all phases of the Account Lifecycle, from Sales, Implementation and through Support. The CSA is the primary source of configuration expertise and effort for spreads and CRE, as well as the primary consultant for other nCino Employees and Implementation Consultants who may be doing this work. The CSA will be responsible for multiple spreads consulting and configuration projects running concurrently. A CSA must be comfortable speaking to - and demonstrating - nCino Spreads' capabilities and limitations in any environment, from meeting rooms with fellow nCino employees to Board Rooms with Enterprise client Executive Management, to Partner-run project teams, as well as the Credit Shops of nCino's clients. This individual must be able to communicate clearly to CSA Management and to Product Development any bugs found during configuration and testing, as well as any additional functional needs for a client or for the product. They will also assess, gather and document the technical requirements for spreads from the client. From there, they must be able to translate those requirements into actual spreads functionality for the client.The CSA will also be asked to over-see work being done by Implementation Consultants for our clients.They must be able to assess the level of effort and provide detailed quotes for the work, to be included in client contracts. Must be able to work independently, and sometimes remotely at client locations, without direct daily supervision. Must be able to meet deadlines for completing work. Responsibilities Scope spreads projects through client and partner interaction. Attain examples of existing spreads and document the needs. Prepare hourly estimate and cost/quotes for the Sales and Project teams' use. Discovery. Typically on-site with clients, walking through examples of current underwriting approaches for each applicable line of business with in the FI. Develop and document a thorough understanding of the underwriting and approval processes. Make recommendations to client and nCino regarding the spreads configuration process, bundles, project, etc. Configuration. Primary resource for nCino for spreads configuration. Testing and validation. Performs spreads testing on the configured bundles, along with client/partner. Training and enablement. Leave the project with Admin/Partners capable and comfortable with maintenance and light edit abilities. Follow-up. Determine a check-in time-frame for the project. Follow up with the client/partner to determine use of spreads, additional configuration or training needs, etc. Familiarity with spreads from Moody's, Harland/D+H, Baker Hill, Fidelity, etc. Creates, follows and assesses Product Development Issues and Ideas (this is how Development knows of issues with the product and new ideas for future development). Consults with Support, Solution Architects, Support Engineers, Project Managers, etc. as-needed on spreads projects. Consults on configuration work done by other associates. Qualifications Required: Bachelor's or Master's Degree in Finance, Accounting, Business Administration or similar, or commensurate experience. 5+ years' experience in Financial Analysis, Underwriting, Credit and/or Commercial/Small Business Lending. Strong Credit and Underwriting skills. Experience with and deep understanding of Financial spreads, Ratio calculations, Cash Flow statements, Projections, Commercial Real Estate Analysis, etc. Desired: Salesforce.com Admin and/or App Builder Certifications Financial Institution Central Underwriting or Analyst experience in a multi-business-line function Experience with Regulatory Compliance and related reporting, portfolio reporting and analysis Travel Requirements Position may require up to 25% travel. Candidate must be willing to travel as needed in order to accomplish required goals. If you thrive in a high-energy, entrepreneurial environment, we invite you to share your passion, ideas and excitement at nCino. nCino provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, genetics or other protected groups. In addition to federal law requirements, nCino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. nCino is committed to the full inclusion of all qualified individuals. As part of this commitment, nCino will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us at . Our commitment to inclusion and equality includes a strong belief that the diversity of our team is instrumental to our success. We strive to create workplaces where employees are empowered to bring their authentic selves to work. - provided by Dice
02/24/2022
Full time
nCino offers exciting career opportunities for individuals who want to join the worldwide leader in cloud banking. The nCino Credit Solutions Advisor (CSA) is the nCino product subject matter expert for Spreads, Commercial Real Estate Analysis, and other credit-related functions (herein after referred to collectively as "spreads"). CSA involvement can span all phases of the Account Lifecycle, from Sales, Implementation and through Support. The CSA is the primary source of configuration expertise and effort for spreads and CRE, as well as the primary consultant for other nCino Employees and Implementation Consultants who may be doing this work. The CSA will be responsible for multiple spreads consulting and configuration projects running concurrently. A CSA must be comfortable speaking to - and demonstrating - nCino Spreads' capabilities and limitations in any environment, from meeting rooms with fellow nCino employees to Board Rooms with Enterprise client Executive Management, to Partner-run project teams, as well as the Credit Shops of nCino's clients. This individual must be able to communicate clearly to CSA Management and to Product Development any bugs found during configuration and testing, as well as any additional functional needs for a client or for the product. They will also assess, gather and document the technical requirements for spreads from the client. From there, they must be able to translate those requirements into actual spreads functionality for the client.The CSA will also be asked to over-see work being done by Implementation Consultants for our clients.They must be able to assess the level of effort and provide detailed quotes for the work, to be included in client contracts. Must be able to work independently, and sometimes remotely at client locations, without direct daily supervision. Must be able to meet deadlines for completing work. Responsibilities Scope spreads projects through client and partner interaction. Attain examples of existing spreads and document the needs. Prepare hourly estimate and cost/quotes for the Sales and Project teams' use. Discovery. Typically on-site with clients, walking through examples of current underwriting approaches for each applicable line of business with in the FI. Develop and document a thorough understanding of the underwriting and approval processes. Make recommendations to client and nCino regarding the spreads configuration process, bundles, project, etc. Configuration. Primary resource for nCino for spreads configuration. Testing and validation. Performs spreads testing on the configured bundles, along with client/partner. Training and enablement. Leave the project with Admin/Partners capable and comfortable with maintenance and light edit abilities. Follow-up. Determine a check-in time-frame for the project. Follow up with the client/partner to determine use of spreads, additional configuration or training needs, etc. Familiarity with spreads from Moody's, Harland/D+H, Baker Hill, Fidelity, etc. Creates, follows and assesses Product Development Issues and Ideas (this is how Development knows of issues with the product and new ideas for future development). Consults with Support, Solution Architects, Support Engineers, Project Managers, etc. as-needed on spreads projects. Consults on configuration work done by other associates. Qualifications Required: Bachelor's or Master's Degree in Finance, Accounting, Business Administration or similar, or commensurate experience. 5+ years' experience in Financial Analysis, Underwriting, Credit and/or Commercial/Small Business Lending. Strong Credit and Underwriting skills. Experience with and deep understanding of Financial spreads, Ratio calculations, Cash Flow statements, Projections, Commercial Real Estate Analysis, etc. Desired: Salesforce.com Admin and/or App Builder Certifications Financial Institution Central Underwriting or Analyst experience in a multi-business-line function Experience with Regulatory Compliance and related reporting, portfolio reporting and analysis Travel Requirements Position may require up to 25% travel. Candidate must be willing to travel as needed in order to accomplish required goals. If you thrive in a high-energy, entrepreneurial environment, we invite you to share your passion, ideas and excitement at nCino. nCino provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, genetics or other protected groups. In addition to federal law requirements, nCino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. nCino is committed to the full inclusion of all qualified individuals. As part of this commitment, nCino will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us at . Our commitment to inclusion and equality includes a strong belief that the diversity of our team is instrumental to our success. We strive to create workplaces where employees are empowered to bring their authentic selves to work. - provided by Dice
201 Third Street (61049), United States of America, San Francisco, California Commercial Real Estate, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) Commercial Underwriter, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio Managers balance supporting the Commercial's Bank's growth and ensuring we have a scalable, well-managed business. This role supports Commercial Real Estate As a Lead Underwriter & Portfolio Manager, you are considered a deep subject matter expert in credit risk management balanced with industry expertise. In addition to performing your responsibilities autonomously, you may play a leadership role across deal teams by guiding or shaping less experienced associates. You are trusted to complete complex transactions or solve more unique problems because of your experience and job specific skills. Primary underwriting responsibilities may include : Lead and compile due diligence to draw conclusions on material current and future risks and mitigants; identify performance drivers, project future performance, and anticipate ability to repay debt; apply industry research across transactions and share key takeaways across the organization Oversee deal team(s), including delegating and reviewing work, providing feedback, and coaching and developing less experienced member of the team Leverage deep expertise in industry trends and market analysis to present findings and potential opportunities to senior management with ease Anticipate questions that will be raised during deal review and approval meetings Assist and develop procedures to ensure less experienced team members understand financial statement analysis and cash flow analysis Review financial models independently and incorporate complex structures or nuances Propose appropriate structuring options in tandem with deal team Interpret pricing model outputs in context of business return hurdles and consider areas for increasing returns Write and prepare all parts of the credit approval document independently; identify need for supplemental analysis and discussion; review work of less experienced members of the team Oversee closing process requirements; review closing memo Lead documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients Independently lead all aspects of process for complex deals, including special circumstances, higher approval requirements, and setting overall expectations Primary portfolio or asset management responsibilities may include : Manage most complex or highest risk portfolio of accounts independently including amendments, refinancing, and recaps; review portfolios of less experienced team members; review and monitor health of portfolio accounts, drive customer retention and performance against expectations Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists Review and approve annual reviews and both material and non-material modifications Facilitate and leads quarterly portfolio reviews; prepare watch and criticized reports for quarterly meetings & annual reviews Review past due reporting, covenants, and payments and remediate with the appropriate party Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities Additional Responsibilities may include: Build relationships across function and business to foster collaboration between partner groups Interact directly with customers to cultivate strong relationships while balancing risk and return Consult with legal or Special Assets Department Mentor and train rotational analysts and new hires Participate in internal initiatives to ensure the business is well-managed and operates efficiently Ensure compliance with credit policies and procedures Basic Qualifications: Bachelor's Degree or Military Experience At least 8 years of experience in Commercial Real Estate credit underwriting or portfolio-asset management Preferred Qualifications: Bachelor's Degree in Accounting, Finance, or other relevant fields At least 10 years of experience in credit underwriting or portfolio-asset management Previous leadership experience with deal teams or analysts Strong real estate market knowledge specific to San Francisco/Bay Area and the Pacific Northwest. At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
09/26/2021
201 Third Street (61049), United States of America, San Francisco, California Commercial Real Estate, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) Commercial Underwriter, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio Managers balance supporting the Commercial's Bank's growth and ensuring we have a scalable, well-managed business. This role supports Commercial Real Estate As a Lead Underwriter & Portfolio Manager, you are considered a deep subject matter expert in credit risk management balanced with industry expertise. In addition to performing your responsibilities autonomously, you may play a leadership role across deal teams by guiding or shaping less experienced associates. You are trusted to complete complex transactions or solve more unique problems because of your experience and job specific skills. Primary underwriting responsibilities may include : Lead and compile due diligence to draw conclusions on material current and future risks and mitigants; identify performance drivers, project future performance, and anticipate ability to repay debt; apply industry research across transactions and share key takeaways across the organization Oversee deal team(s), including delegating and reviewing work, providing feedback, and coaching and developing less experienced member of the team Leverage deep expertise in industry trends and market analysis to present findings and potential opportunities to senior management with ease Anticipate questions that will be raised during deal review and approval meetings Assist and develop procedures to ensure less experienced team members understand financial statement analysis and cash flow analysis Review financial models independently and incorporate complex structures or nuances Propose appropriate structuring options in tandem with deal team Interpret pricing model outputs in context of business return hurdles and consider areas for increasing returns Write and prepare all parts of the credit approval document independently; identify need for supplemental analysis and discussion; review work of less experienced members of the team Oversee closing process requirements; review closing memo Lead documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients Independently lead all aspects of process for complex deals, including special circumstances, higher approval requirements, and setting overall expectations Primary portfolio or asset management responsibilities may include : Manage most complex or highest risk portfolio of accounts independently including amendments, refinancing, and recaps; review portfolios of less experienced team members; review and monitor health of portfolio accounts, drive customer retention and performance against expectations Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists Review and approve annual reviews and both material and non-material modifications Facilitate and leads quarterly portfolio reviews; prepare watch and criticized reports for quarterly meetings & annual reviews Review past due reporting, covenants, and payments and remediate with the appropriate party Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities Additional Responsibilities may include: Build relationships across function and business to foster collaboration between partner groups Interact directly with customers to cultivate strong relationships while balancing risk and return Consult with legal or Special Assets Department Mentor and train rotational analysts and new hires Participate in internal initiatives to ensure the business is well-managed and operates efficiently Ensure compliance with credit policies and procedures Basic Qualifications: Bachelor's Degree or Military Experience At least 8 years of experience in Commercial Real Estate credit underwriting or portfolio-asset management Preferred Qualifications: Bachelor's Degree in Accounting, Finance, or other relevant fields At least 10 years of experience in credit underwriting or portfolio-asset management Previous leadership experience with deal teams or analysts Strong real estate market knowledge specific to San Francisco/Bay Area and the Pacific Northwest. At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
