Job Description: The Role The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and managing the relationships with the department's internal and external business partners. The Senior Tax Manager oversees the timely and accurate execution of the team's core deliverables for Fidelity's alternative investment products, and Canadian Mutual Fund Trusts including K-1s, estimates, federal and state income tax returns, international filings, and certain qualification tests, and Canadian fund distributions. The Senior Tax Manager is also responsible for implementing and ensuring the accurate execution of team's policies, procedures, and controls. The expertise and skills you bring BS in Accounting or Finance CPA and/or MST is preferred 5+ years of public accounting experience in Partnership taxation Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus Private Equity fund of funds tax experience a plus Experience with InvestOne, Geneva, and Yardi a plus Advanced knowledge of Partnership tax and associated structures Broad knowledge of financial instruments and securities taxation Familiarity with tax research techniques Familiarity with various fund structures suitable for different types of investors Familiarity with federal, state and international filing requirements of partnerships and blockers Ability to frame complex operational & tax issues and propose solutions Ability to seamlessly move from strategy to execution Leadership and management - ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment The Team The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury. Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/06/2025
Full time
Job Description: The Role The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and managing the relationships with the department's internal and external business partners. The Senior Tax Manager oversees the timely and accurate execution of the team's core deliverables for Fidelity's alternative investment products, and Canadian Mutual Fund Trusts including K-1s, estimates, federal and state income tax returns, international filings, and certain qualification tests, and Canadian fund distributions. The Senior Tax Manager is also responsible for implementing and ensuring the accurate execution of team's policies, procedures, and controls. The expertise and skills you bring BS in Accounting or Finance CPA and/or MST is preferred 5+ years of public accounting experience in Partnership taxation Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus Private Equity fund of funds tax experience a plus Experience with InvestOne, Geneva, and Yardi a plus Advanced knowledge of Partnership tax and associated structures Broad knowledge of financial instruments and securities taxation Familiarity with tax research techniques Familiarity with various fund structures suitable for different types of investors Familiarity with federal, state and international filing requirements of partnerships and blockers Ability to frame complex operational & tax issues and propose solutions Ability to seamlessly move from strategy to execution Leadership and management - ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment The Team The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury. Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and managing the relationships with the department's internal and external business partners. The Senior Tax Manager oversees the timely and accurate execution of the team's core deliverables for Fidelity's alternative investment products, and Canadian Mutual Fund Trusts including K-1s, estimates, federal and state income tax returns, international filings, and certain qualification tests, and Canadian fund distributions. The Senior Tax Manager is also responsible for implementing and ensuring the accurate execution of team's policies, procedures, and controls. The expertise and skills you bring BS in Accounting or Finance CPA and/or MST is preferred 5+ years of public accounting experience in Partnership taxation Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus Private Equity fund of funds tax experience a plus Experience with InvestOne, Geneva, and Yardi a plus Advanced knowledge of Partnership tax and associated structures Broad knowledge of financial instruments and securities taxation Familiarity with tax research techniques Familiarity with various fund structures suitable for different types of investors Familiarity with federal, state and international filing requirements of partnerships and blockers Ability to frame complex operational & tax issues and propose solutions Ability to seamlessly move from strategy to execution Leadership and management - ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment The Team The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury. Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
12/06/2025
Full time
Job Description: The Role The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and managing the relationships with the department's internal and external business partners. The Senior Tax Manager oversees the timely and accurate execution of the team's core deliverables for Fidelity's alternative investment products, and Canadian Mutual Fund Trusts including K-1s, estimates, federal and state income tax returns, international filings, and certain qualification tests, and Canadian fund distributions. The Senior Tax Manager is also responsible for implementing and ensuring the accurate execution of team's policies, procedures, and controls. The expertise and skills you bring BS in Accounting or Finance CPA and/or MST is preferred 5+ years of public accounting experience in Partnership taxation Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus Private Equity fund of funds tax experience a plus Experience with InvestOne, Geneva, and Yardi a plus Advanced knowledge of Partnership tax and associated structures Broad knowledge of financial instruments and securities taxation Familiarity with tax research techniques Familiarity with various fund structures suitable for different types of investors Familiarity with federal, state and international filing requirements of partnerships and blockers Ability to frame complex operational & tax issues and propose solutions Ability to seamlessly move from strategy to execution Leadership and management - ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment The Team The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury. Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Description: TrustBank is seeking a highly motivated individual to join our growing team. This is an entry level position. The Associate Credit Analyst will be mentored by the AVP, Senior Credit Risk Manager and/or other experienced Credit Analysts on how to properly evaluate the financial strength and creditworthiness of an applicant across various industries. Job Description Job Title: Associate Credit Analyst Department: Risk Management Reports To : AVP, Senior Credit Risk Manager FLSA Status: Non-Exempt Type of Position: Full-Time Job Summary The Associate Credit Analyst is responsible for assessing the creditworthiness of applicants across a variety of loan types, including commercial, real estate, agricultural, and consumer. This role involves analyzing financial statements, tax returns, and cash flow to identify repayment capacity, financial trends, and peer performance year over year. The analyst will prepare detailed credit presentations that highlight the strengths, weaknesses, and risks of each loan relationship, provide collateral evaluations and loan-to-value calculations, and recommend appropriate risk ratings. While collaborating with loan officers throughout the underwriting process, the Associate Credit Analyst must maintain independence in analysis, identify potential credit issues, and ensure compliance with internal policies and regulatory requirements. Primary Duties and Responsibilities 1.Analyze the overall credit quality and risk of applicants by reviewing financial statements, tax returns, credit reports, collateral values, and other relevant information including independent online research. 2.Prepare accurate financial spreads, ratio analyses, and cash flow models using spreadsheet and word processing tools. 3.Develop comprehensive credit presentations that include repayment capacity of the borrowers and guarantors, collateral descriptions, loan-to value calculations, and a clear summary of strengths, weaknesses, and risks. 4.Collaborate and communicate clearly with loan officers to assess client needs, loan structure, and pricing. Communicate directly with clients, as needed. 5.Ensure credit analysis and presentations reflect adherence to internal credit policies, loan administration procedures, and regulatory requirements. 6.Document policy or documentation exceptions, as well as prior-to-close conditions. 7.Assign and recommend credit risk ratings in accordance with Loan Policy guidelines. 8.Participate as a non-voting member of the Loan Committee meetings, exercising sound judgement and maintaining constructive communication. 9.Determine whether requests for information should be furnished or refused based on confidentiality, requiring strong judgment and quick decision-making. 10.Recognize irregular or suspicious transactions and take appropriate steps to prevent loss. Help ensure compliance with BSA/AML/OFAC regulations. 11.Assist with annual loan reviews and portfolio monitoring as requested, including providing support to the Auditor during internal and external audits. 12.Additional responsibilities as needed to support departmental and organizational goals. Traits/Characteristics of a Successful Associate Credit Analyst Strong attention to detail and accuracy. Basic understanding of financial statements - balance sheets, income statements, and cash flow statements, with a willingness to deepen knowledge through training and experience. Critical thinking, exercise sound judgment, and learn to form independent perspectives with guidance. Adaptability to changing workloads Comfortable managing multiple tasks and shifting priorities in a dynamic environment. Eagerness to learn risk assessment principles Shows interest in understanding credit risk and how it impacts decision-making. Self-motivated and proactive and takes initiative in learning and contributing to team goals. Inquisitive and curious with a desire to understand why. Professionalism and integrity and can demonstrate respect in all interactions, including challenging conversations. Working Conditions and Essential Functions The position is Monday through Friday, typically from 8 AM 5 PM and is a minimum of forty hours a week, but longer hours may be needed to meet the demands of the job. There is a well-lit office environment, and the noise level is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25 pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Ability to travel via air, rail, automobile and or/bus (if position requires travel). Compensation and Benefits Total compensation for this position is $21.50 per hour to $31.25 per hour. TrustBank provides a generous benefits offering, with details on our banks website: TrustBank Core Values Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. Strictly manage and protect sensitive information to which you are entrusted. Disclosures TrustBank recognizes that people are our banks strength, and we place a high value on diversity and inclusion. We do not discriminate based on any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: November 3, 2025 Requirements: Education and/or Experience Bachelor's degree (B. S.) from a four-year college or university with a focus on finance, accounting, or economics. Related experience in a banking environment and/or the agriculture industry is preferred. Required Skills and Abilities 1.Ability to self-review and identify errors in written presentations, analysis, and reporting. 2.Proficient in Microsoft Word and Excel with the ability to adapt Excel formats, data validations, formulas, conditional formatting, pivot tables, and financial modeling and analysis. 3.Excellent report writing, grammar, and verbal communication skills. 4.Ability to produce clear, professional credit presentations. 5.Organizational and time management skills, including the ability to manage multiple priorities and deadlines. 6.Willingness to learn loan policy, lending regulations, and overall bank procedures. 7.Capacity to develop a solid understanding of the banks core processing system to assemble data and generate reports. Compensation details: 21.5-31.25 Hourly Wage PI593e2ad1fa75-0007
12/05/2025
Full time
Description: TrustBank is seeking a highly motivated individual to join our growing team. This is an entry level position. The Associate Credit Analyst will be mentored by the AVP, Senior Credit Risk Manager and/or other experienced Credit Analysts on how to properly evaluate the financial strength and creditworthiness of an applicant across various industries. Job Description Job Title: Associate Credit Analyst Department: Risk Management Reports To : AVP, Senior Credit Risk Manager FLSA Status: Non-Exempt Type of Position: Full-Time Job Summary The Associate Credit Analyst is responsible for assessing the creditworthiness of applicants across a variety of loan types, including commercial, real estate, agricultural, and consumer. This role involves analyzing financial statements, tax returns, and cash flow to identify repayment capacity, financial trends, and peer performance year over year. The analyst will prepare detailed credit presentations that highlight the strengths, weaknesses, and risks of each loan relationship, provide collateral evaluations and loan-to-value calculations, and recommend appropriate risk ratings. While collaborating with loan officers throughout the underwriting process, the Associate Credit Analyst must maintain independence in analysis, identify potential credit issues, and ensure compliance with internal policies and regulatory requirements. Primary Duties and Responsibilities 1.Analyze the overall credit quality and risk of applicants by reviewing financial statements, tax returns, credit reports, collateral values, and other relevant information including independent online research. 2.Prepare accurate financial spreads, ratio analyses, and cash flow models using spreadsheet and word processing tools. 3.Develop comprehensive credit presentations that include repayment capacity of the borrowers and guarantors, collateral descriptions, loan-to value calculations, and a clear summary of strengths, weaknesses, and risks. 4.Collaborate and communicate clearly with loan officers to assess client needs, loan structure, and pricing. Communicate directly with clients, as needed. 5.Ensure credit analysis and presentations reflect adherence to internal credit policies, loan administration procedures, and regulatory requirements. 6.Document policy or documentation exceptions, as well as prior-to-close conditions. 7.Assign and recommend credit risk ratings in accordance with Loan Policy guidelines. 8.Participate as a non-voting member of the Loan Committee meetings, exercising sound judgement and maintaining constructive communication. 9.Determine whether requests for information should be furnished or refused based on confidentiality, requiring strong judgment and quick decision-making. 10.Recognize irregular or suspicious transactions and take appropriate steps to prevent loss. Help ensure compliance with BSA/AML/OFAC regulations. 11.Assist with annual loan reviews and portfolio monitoring as requested, including providing support to the Auditor during internal and external audits. 12.Additional responsibilities as needed to support departmental and organizational goals. Traits/Characteristics of a Successful Associate Credit Analyst Strong attention to detail and accuracy. Basic understanding of financial statements - balance sheets, income statements, and cash flow statements, with a willingness to deepen knowledge through training and experience. Critical thinking, exercise sound judgment, and learn to form independent perspectives with guidance. Adaptability to changing workloads Comfortable managing multiple tasks and shifting priorities in a dynamic environment. Eagerness to learn risk assessment principles Shows interest in understanding credit risk and how it impacts decision-making. Self-motivated and proactive and takes initiative in learning and contributing to team goals. Inquisitive and curious with a desire to understand why. Professionalism and integrity and can demonstrate respect in all interactions, including challenging conversations. Working Conditions and Essential Functions The position is Monday through Friday, typically from 8 AM 5 PM and is a minimum of forty hours a week, but longer hours may be needed to meet the demands of the job. There is a well-lit office environment, and the noise level is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25 pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Ability to travel via air, rail, automobile and or/bus (if position requires travel). Compensation and Benefits Total compensation for this position is $21.50 per hour to $31.25 per hour. TrustBank provides a generous benefits offering, with details on our banks website: TrustBank Core Values Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. Strictly manage and protect sensitive information to which you are entrusted. Disclosures TrustBank recognizes that people are our banks strength, and we place a high value on diversity and inclusion. We do not discriminate based on any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: November 3, 2025 Requirements: Education and/or Experience Bachelor's degree (B. S.) from a four-year college or university with a focus on finance, accounting, or economics. Related experience in a banking environment and/or the agriculture industry is preferred. Required Skills and Abilities 1.Ability to self-review and identify errors in written presentations, analysis, and reporting. 2.Proficient in Microsoft Word and Excel with the ability to adapt Excel formats, data validations, formulas, conditional formatting, pivot tables, and financial modeling and analysis. 3.Excellent report writing, grammar, and verbal communication skills. 4.Ability to produce clear, professional credit presentations. 5.Organizational and time management skills, including the ability to manage multiple priorities and deadlines. 6.Willingness to learn loan policy, lending regulations, and overall bank procedures. 7.Capacity to develop a solid understanding of the banks core processing system to assemble data and generate reports. Compensation details: 21.5-31.25 Hourly Wage PI593e2ad1fa75-0007
RELOCATION ASSISTANCE: No relocation assistance available CLEARANCE TYPE: None TRAVEL: Yes, 10% of the Time Description At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. Northrop Grumman is seeking a motivated Risk Management Analyst to join our Corporate Risk Management team. Reporting to the Senior Property & Casualty Insurance Manager, this position serves as the primary risk management partner for the Defense Systems (DS) Sector. Key Responsibilities: - Serve as the primary point of contact for DS Sector regarding insurance and risk management. - Build relationships with DS leadership and functional partners to support business objectives. - Implement and administer insurance programs for the DS Sector. - Analyze and identify potential loss areas, determining appropriate insurance coverage and loss protection strategies. - Manage insurance claims, monitor progress, and assist with claim adjustments. - Develop and coordinate risk control programs to prevent losses and reduce premiums. - Identify and assess risks related to new business opportunities and developments. - Provide advice on contract and subcontract agreements, reviewing subcontracts for appropriate insurance content. - Gather data on property, aviation, and other exposures to support insurance policy renewals. - Process certificates of insurance and coordinate with accounting and compliance departments. - Collaborate with Environmental, Health & Safety and Facilities teams for loss prevention efforts. - Support the crisis management team and participate in multiple lines of insurance support. - Assist in preparing applications and underwriting submissions for major insurance lines. - Prepare reports for management and support directors in meetings with carriers. - Review policies for compliance with negotiated terms and prepare insurance summaries for business units. This position requires the ability to work in a team environment. This is an onsite role in Mclean, VA Basic Qualifications: - Bachelor's degree with 5 years of relevant experience in Insurance, Risk Management related field - Corporate risk management experience - Familiarity with property and casualty insurance concepts - Previous brokerage experience - Proficiency in Microsoft Office Suite. Preferred Qualifications: - ARM and/or CPCU Certifications. - Experience in brokerage, underwriting, and/or claims adjusting. - Background in aerospace or government contracting. - Familiarity with RMIS systems. - Bachelor's degree in insurance, Risk Management, Finance, or a related field. - Basic understanding of insurance and finance operations. Primary Level Salary Range: $91,200.00 - $136,800.00 The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions. Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business. The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates. Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.
12/05/2025
Full time
RELOCATION ASSISTANCE: No relocation assistance available CLEARANCE TYPE: None TRAVEL: Yes, 10% of the Time Description At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. Northrop Grumman is seeking a motivated Risk Management Analyst to join our Corporate Risk Management team. Reporting to the Senior Property & Casualty Insurance Manager, this position serves as the primary risk management partner for the Defense Systems (DS) Sector. Key Responsibilities: - Serve as the primary point of contact for DS Sector regarding insurance and risk management. - Build relationships with DS leadership and functional partners to support business objectives. - Implement and administer insurance programs for the DS Sector. - Analyze and identify potential loss areas, determining appropriate insurance coverage and loss protection strategies. - Manage insurance claims, monitor progress, and assist with claim adjustments. - Develop and coordinate risk control programs to prevent losses and reduce premiums. - Identify and assess risks related to new business opportunities and developments. - Provide advice on contract and subcontract agreements, reviewing subcontracts for appropriate insurance content. - Gather data on property, aviation, and other exposures to support insurance policy renewals. - Process certificates of insurance and coordinate with accounting and compliance departments. - Collaborate with Environmental, Health & Safety and Facilities teams for loss prevention efforts. - Support the crisis management team and participate in multiple lines of insurance support. - Assist in preparing applications and underwriting submissions for major insurance lines. - Prepare reports for management and support directors in meetings with carriers. - Review policies for compliance with negotiated terms and prepare insurance summaries for business units. This position requires the ability to work in a team environment. This is an onsite role in Mclean, VA Basic Qualifications: - Bachelor's degree with 5 years of relevant experience in Insurance, Risk Management related field - Corporate risk management experience - Familiarity with property and casualty insurance concepts - Previous brokerage experience - Proficiency in Microsoft Office Suite. Preferred Qualifications: - ARM and/or CPCU Certifications. - Experience in brokerage, underwriting, and/or claims adjusting. - Background in aerospace or government contracting. - Familiarity with RMIS systems. - Bachelor's degree in insurance, Risk Management, Finance, or a related field. - Basic understanding of insurance and finance operations. Primary Level Salary Range: $91,200.00 - $136,800.00 The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions. Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business. The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates. Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.
Position Type: Regular Your opportunity We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client's goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of 'own your tomorrow' every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed. As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible, and understandable for all. As we enter our fifth decade, we are looking for talented, innovative, and driven people who believe they can help themselves, and our clients, create a better future. Our Opportunity: The Internal Audit Department (IAD) of The Charles Schwab Corporation provides independent and objective assessments to figure out whether all significant risks are identified and appropriately reported by management and risk functions to the Board and Executive Management, to evaluate whether risks are adequately controlled, and to challenge Executive Management to improve the effectiveness of governance processes, risk management, and internal controls. The Professional Practices Group (PPG) within IAD provides the processes, training, and tools to support the audit teams' adherence to standards and expectations of quality and consistency. PPG also provides the data and analysis of internal audit activities and results to the leadership team, regulators, and to the Company's governance committees to support their performance of effective oversight. The Quality Assurance (QA) team within PPG is seeking an IT Senior Manager, Quality Assurance to assist with independently evaluating that key internal audit activities continue to be performed with the level of quality and effectiveness as per departmental standards. The IT Senior Manager, Quality Assurance is an individual contributor role that reports to the Director, Quality Assurance. The QA team is a critical function within IAD that supports a growing department that continues to evolve to meet regulatory expectations of a large financial institution. What you'll do: Lead independent quality assurance reviews of various internal audit activities including IT focused audits (e.g., infrastructure, application, cybersecurity, and project audits), issue validation testing, and targeted reviews selected as part of the annual quality assurance and improvement program (QAIP) for conformance with internal policies and procedures, regulatory expectations, and professional standards. Review audit workpapers, providing feedback to internal audit teams and reinforcing audit execution practices based on review results. Prepare reports related to QAIP activities and results, including identifying thematic issues, and writing QA findings and recommendations. Use knowledge of IT frameworks and standards to identify opportunities to improve internal audit practices and methodology to enhance the efficiency and effectiveness of the IAD. Provide support, guidance, and feedback to team members and help enhance proficiency in various IT-related topics, including methods for assessing these areas. Oversee the monitoring and validation of audit team remediation of QA findings. Provide subject matter expertise to audit teams on internal audit methodology and drive continuous improvement of internal audit processes. Support the maintenance and periodic refresh of the QA procedures manual, QA review templates, and reports. Assist with documentation requests in connection with external quality assurance reviews and regulatory exams related to QA and IAD activities. Periodically support the development and delivery of IAD methodology updates and training of internal audit team members. Support strategic initiatives to expand the QAIP scope, coverage, and plan and contribute to ad hoc projects. What you have At least seven years' experience in IT internal audit, technology risk management, or similar role, preferably in a public accounting, financial services, and/or a regulatory agency, including at least 3 years in a management or leadership role. Demonstrated experience leading and supervising IT audits (e.g. infrastructure, applications, cybersecurity). Strong knowledge of IT governance frameworks (e.g., COBIT, NIST, ISO 27001) and regulatory requirements (e.g., GLBA, GDPR, 23 NYCRR 500). Working knowledge of the Institute of Internal Auditors (IIA) Global Audit Standards, and the Federal Reserve Supplemental Policy Statement on the Internal Audit Function and Its Outsourcing (SR 13-1). Strong understanding of risks and internal controls and the ability to evaluate and figure out adequacy and effectiveness of controls. Effective project management skills with the ability to successfully manage multiple priorities and due dates. Outstanding written and verbal communication skills, including ability to demonstrate strong interpersonal skills by delivering review results with succinct and impactful messaging to influence positive change and collaborate effectively across all levels. Degree or equivalent experience required; CIA, CISA, CPA, CISSP or similar certification preferred. Strong attention to detail, analytical, and problem-solving skills and experience with data analysis tools. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
12/03/2025
Full time
Position Type: Regular Your opportunity We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client's goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of 'own your tomorrow' every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed. As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible, and understandable for all. As we enter our fifth decade, we are looking for talented, innovative, and driven people who believe they can help themselves, and our clients, create a better future. Our Opportunity: The Internal Audit Department (IAD) of The Charles Schwab Corporation provides independent and objective assessments to figure out whether all significant risks are identified and appropriately reported by management and risk functions to the Board and Executive Management, to evaluate whether risks are adequately controlled, and to challenge Executive Management to improve the effectiveness of governance processes, risk management, and internal controls. The Professional Practices Group (PPG) within IAD provides the processes, training, and tools to support the audit teams' adherence to standards and expectations of quality and consistency. PPG also provides the data and analysis of internal audit activities and results to the leadership team, regulators, and to the Company's governance committees to support their performance of effective oversight. The Quality Assurance (QA) team within PPG is seeking an IT Senior Manager, Quality Assurance to assist with independently evaluating that key internal audit activities continue to be performed with the level of quality and effectiveness as per departmental standards. The IT Senior Manager, Quality Assurance is an individual contributor role that reports to the Director, Quality Assurance. The QA team is a critical function within IAD that supports a growing department that continues to evolve to meet regulatory expectations of a large financial institution. What you'll do: Lead independent quality assurance reviews of various internal audit activities including IT focused audits (e.g., infrastructure, application, cybersecurity, and project audits), issue validation testing, and targeted reviews selected as part of the annual quality assurance and improvement program (QAIP) for conformance with internal policies and procedures, regulatory expectations, and professional standards. Review audit workpapers, providing feedback to internal audit teams and reinforcing audit execution practices based on review results. Prepare reports related to QAIP activities and results, including identifying thematic issues, and writing QA findings and recommendations. Use knowledge of IT frameworks and standards to identify opportunities to improve internal audit practices and methodology to enhance the efficiency and effectiveness of the IAD. Provide support, guidance, and feedback to team members and help enhance proficiency in various IT-related topics, including methods for assessing these areas. Oversee the monitoring and validation of audit team remediation of QA findings. Provide subject matter expertise to audit teams on internal audit methodology and drive continuous improvement of internal audit processes. Support the maintenance and periodic refresh of the QA procedures manual, QA review templates, and reports. Assist with documentation requests in connection with external quality assurance reviews and regulatory exams related to QA and IAD activities. Periodically support the development and delivery of IAD methodology updates and training of internal audit team members. Support strategic initiatives to expand the QAIP scope, coverage, and plan and contribute to ad hoc projects. What you have At least seven years' experience in IT internal audit, technology risk management, or similar role, preferably in a public accounting, financial services, and/or a regulatory agency, including at least 3 years in a management or leadership role. Demonstrated experience leading and supervising IT audits (e.g. infrastructure, applications, cybersecurity). Strong knowledge of IT governance frameworks (e.g., COBIT, NIST, ISO 27001) and regulatory requirements (e.g., GLBA, GDPR, 23 NYCRR 500). Working knowledge of the Institute of Internal Auditors (IIA) Global Audit Standards, and the Federal Reserve Supplemental Policy Statement on the Internal Audit Function and Its Outsourcing (SR 13-1). Strong understanding of risks and internal controls and the ability to evaluate and figure out adequacy and effectiveness of controls. Effective project management skills with the ability to successfully manage multiple priorities and due dates. Outstanding written and verbal communication skills, including ability to demonstrate strong interpersonal skills by delivering review results with succinct and impactful messaging to influence positive change and collaborate effectively across all levels. Degree or equivalent experience required; CIA, CISA, CPA, CISSP or similar certification preferred. Strong attention to detail, analytical, and problem-solving skills and experience with data analysis tools. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Heritage Bank has an exciting opportunity to join our organization! We are seeking a Credit Review Officer/Senior to join our Credit Review team. The credit review officer is responsible for the independent review and objective appraisals of the Bank's loan portfolio and related risk management activities to ensure that acceptable credit standards are maintained, and loans and related documentation adhere to the Bank's policies, procedures, guidelines, and regulatory requirements. Geographical location for this position is Tacoma, Washington at the Southern Operations Center. Depending on experience and qualifications, other locations within Heritage Bank's footprint (WA, OR, ID) may be considered. This position is fully on-site in either Washington, Idaho, or Oregon. Depending on qualifications and experience, Credit Review Officer or Credit Review Officer Senior may be considered.Base Salary Range: Credit Review Officer -$83,370.00 - $104,213.00 - $125,055.00 annual Credit Review Officer Senior-$100,884.00 - $126,105.00 -$151,326.00 annual The Role at a Glance: Participates in the evaluation of the bank's asset quality, assessing adherence with lending and portfolio policy, loan approvals, and evaluating and reporting on risk rating integrity. Performs regular credit reviews, ensuring loans adhere to general loan policy and regulatory guidelines. Assesses the accuracy of risk grades, timeliness of grade changes, justification of rationale, and adherence to bank policy for risk grading methodology. Prepares independent analysis and supporting documentation for loan reviews. Prepares reports summarizing portfolio quality and risk issues with recommended corrective action. Participates in the loan review process; makes recommendations to management to optimize the loan review program, as needed. Assists in the development and scope of the internal loan review process, including risk-based sampling of the loan portfolios, and coordinates with outsourced loan reviews. Prepares reports and work papers recapping discussions with loan officers and business unit management, and/or other functional areas under review to present risk issue findings and secure commitments for resolution of areas in question. Performs continuous monitoring of key business unit credit related activities and effectively documents and communicates findings to management. Maintains strong relevant knowledge of key legal, compliance, and market-risk issues involved in credit related activities. Promotes and maintains positive relationships with unit managers and staff; provides information and assistance when appropriate. Assists with site coordination and logistics for outside vendors, contractors, and staff performing third party commercial loan reviews. Performs continuous monitoring of key business unit credit related activities and effectively documents and communicates findings to management. Monitors assigned portfolios to evaluate proper coverage and assessment of risk on an ongoing basis. Maintains an independent viewpoint derived from fact-based analysis and patterns of performance. Core Skills and Qualifications: H.S. Diploma or equivalent required. Bachelor's Degree in Business, Economics, Accounting, Finance or relevant course of study preferred. Credit Review Officer -3+ years recent experience in commercial lending, credit/loan review and/or similar position requiring strong business knowledge and credit judgment required. Credit Review Officer Senior -7+ years recent experience in commercial loan review, underwriting, credit risk, or portfolio management in a mid to large size commercial bank, demonstrating advanced business knowledge and credit judgment required. Professional credentials as a (CRC) Credit Risk Certification, (CIA) Certified Internal Auditor, (FRM) Financial Risk Manager or other risk credentials preferred. Pacific Coast Banking School Graduate or equivalent preferred. Equivalent combination of education, training and experience in portfolio management, loan audit and/or credit risk may be considered. Demonstrated ability to deliver exceptional customer service and maintain client relationships, both internally and externally. Business and financial analysis and modeling skills, with understanding of financial accounting, income statements, balance sheets, etc., requiring the ability to gather, analyze and prepare reports. Working knowledge of lending practices, policies, procedures, disclosures, and terminology related to banking laws, regulatory requirements. and legal documents. Understanding of the Bank's credit underwriting policies and approval process. Technical and analytical reasoning skills to synthesize information accurately and effectively to understand and interpret regulatory requirements and appropriately apply principles, procedures, requirements, regulations, and policies to the position. Well-developed interpersonal and written/verbal communication skills demonstrating the ability to communicate effectively, clearly and persuasively in a variety of settings, formats, and audiences; with the ability to read, write, speak, and understand English well. Strong planning, organizational, time management and follow up skills, demonstrating a strong sense of urgency and ability to execute quickly, timely and efficiently. Ability to multi-task and decide key priorities with confidence, motivation, decisiveness, flexibility, and sound business judgment. Unquestionable integrity in handling sensitive and confidential information required. Proficient use and understanding of MS Office products (Word, Excel, Outlook), with the ability to learn and adapt to new technologies quickly. Working knowledge of automated underwriting and financial systems - required. Work Environment/Conditions: Climate controlled office environment. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions, and frequent employee and customer contacts and interruptions during the day. Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule and or extended hours, and assist at other locations or remotely, as needed. Physical Demands/Effort: Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, walking, climbing, kneeling or crouching to file materials Occasional lifting up to 10 lbs. (files, boxes, etc.). At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team, you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually and eight hours of paid sick leave per month , while also enjoying 11 paid holidays each calendar year, and an annual float day. Heritage Bank is an Equal Opportunity EmployerSalary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. mon
12/03/2025
Full time
Heritage Bank has an exciting opportunity to join our organization! We are seeking a Credit Review Officer/Senior to join our Credit Review team. The credit review officer is responsible for the independent review and objective appraisals of the Bank's loan portfolio and related risk management activities to ensure that acceptable credit standards are maintained, and loans and related documentation adhere to the Bank's policies, procedures, guidelines, and regulatory requirements. Geographical location for this position is Tacoma, Washington at the Southern Operations Center. Depending on experience and qualifications, other locations within Heritage Bank's footprint (WA, OR, ID) may be considered. This position is fully on-site in either Washington, Idaho, or Oregon. Depending on qualifications and experience, Credit Review Officer or Credit Review Officer Senior may be considered.Base Salary Range: Credit Review Officer -$83,370.00 - $104,213.00 - $125,055.00 annual Credit Review Officer Senior-$100,884.00 - $126,105.00 -$151,326.00 annual The Role at a Glance: Participates in the evaluation of the bank's asset quality, assessing adherence with lending and portfolio policy, loan approvals, and evaluating and reporting on risk rating integrity. Performs regular credit reviews, ensuring loans adhere to general loan policy and regulatory guidelines. Assesses the accuracy of risk grades, timeliness of grade changes, justification of rationale, and adherence to bank policy for risk grading methodology. Prepares independent analysis and supporting documentation for loan reviews. Prepares reports summarizing portfolio quality and risk issues with recommended corrective action. Participates in the loan review process; makes recommendations to management to optimize the loan review program, as needed. Assists in the development and scope of the internal loan review process, including risk-based sampling of the loan portfolios, and coordinates with outsourced loan reviews. Prepares reports and work papers recapping discussions with loan officers and business unit management, and/or other functional areas under review to present risk issue findings and secure commitments for resolution of areas in question. Performs continuous monitoring of key business unit credit related activities and effectively documents and communicates findings to management. Maintains strong relevant knowledge of key legal, compliance, and market-risk issues involved in credit related activities. Promotes and maintains positive relationships with unit managers and staff; provides information and assistance when appropriate. Assists with site coordination and logistics for outside vendors, contractors, and staff performing third party commercial loan reviews. Performs continuous monitoring of key business unit credit related activities and effectively documents and communicates findings to management. Monitors assigned portfolios to evaluate proper coverage and assessment of risk on an ongoing basis. Maintains an independent viewpoint derived from fact-based analysis and patterns of performance. Core Skills and Qualifications: H.S. Diploma or equivalent required. Bachelor's Degree in Business, Economics, Accounting, Finance or relevant course of study preferred. Credit Review Officer -3+ years recent experience in commercial lending, credit/loan review and/or similar position requiring strong business knowledge and credit judgment required. Credit Review Officer Senior -7+ years recent experience in commercial loan review, underwriting, credit risk, or portfolio management in a mid to large size commercial bank, demonstrating advanced business knowledge and credit judgment required. Professional credentials as a (CRC) Credit Risk Certification, (CIA) Certified Internal Auditor, (FRM) Financial Risk Manager or other risk credentials preferred. Pacific Coast Banking School Graduate or equivalent preferred. Equivalent combination of education, training and experience in portfolio management, loan audit and/or credit risk may be considered. Demonstrated ability to deliver exceptional customer service and maintain client relationships, both internally and externally. Business and financial analysis and modeling skills, with understanding of financial accounting, income statements, balance sheets, etc., requiring the ability to gather, analyze and prepare reports. Working knowledge of lending practices, policies, procedures, disclosures, and terminology related to banking laws, regulatory requirements. and legal documents. Understanding of the Bank's credit underwriting policies and approval process. Technical and analytical reasoning skills to synthesize information accurately and effectively to understand and interpret regulatory requirements and appropriately apply principles, procedures, requirements, regulations, and policies to the position. Well-developed interpersonal and written/verbal communication skills demonstrating the ability to communicate effectively, clearly and persuasively in a variety of settings, formats, and audiences; with the ability to read, write, speak, and understand English well. Strong planning, organizational, time management and follow up skills, demonstrating a strong sense of urgency and ability to execute quickly, timely and efficiently. Ability to multi-task and decide key priorities with confidence, motivation, decisiveness, flexibility, and sound business judgment. Unquestionable integrity in handling sensitive and confidential information required. Proficient use and understanding of MS Office products (Word, Excel, Outlook), with the ability to learn and adapt to new technologies quickly. Working knowledge of automated underwriting and financial systems - required. Work Environment/Conditions: Climate controlled office environment. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions, and frequent employee and customer contacts and interruptions during the day. Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule and or extended hours, and assist at other locations or remotely, as needed. Physical Demands/Effort: Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, walking, climbing, kneeling or crouching to file materials Occasional lifting up to 10 lbs. (files, boxes, etc.). At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team, you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually and eight hours of paid sick leave per month , while also enjoying 11 paid holidays each calendar year, and an annual float day. Heritage Bank is an Equal Opportunity EmployerSalary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. mon
Position Summary The Assistant Manager will play a key role in supporting the successful lease-up and ongoing operations of Tellus on Carson, a 230-unit affordable housing community. During the initial lease-up phase, the primary focus will be on processing applications, assembling complete compliance files, and ensuring all documentation meets the requirements set forth by CTCAC and other regulatory agencies. Once lease-up is complete, the Assistant Manager will assist the Resident Manager in the daily operations of the property, ensuring efficient management, excellent customer Primary Responsibilities: Assist in day-to-day management of the property, supporting the Resident Manager in all operational functions. Provide high-quality customer service to residents, addressing inquiries, concerns, and maintenance requests promptly. Collect, record, and deposit rent payments in accordance with company policy. Process invoices, track expenses, and assist with monthly financial reporting. Coordinate and track work orders to ensure timely completion and follow-up. Help oversee maintenance staff to ensure property upkeep, preventive maintenance, and curb appeal standards are met. Assist with resident notices, inspections, and other administrative duties as assigned. Serve as backup for the Resident Manager during absences or as needed. Reports to: Property Manager What we Offer: $30 to $32 per hour, commensurate on experience. Medical, Dental, Vision. Paid Time Off and Holiday Pay. 401K with match Schedule: Monday to Friday 8-5pm About the role: The Assistant Property Manager is responsible for effectively computing, classifying and recording numerical data to keep financial records complete while assisting with the leasing, marketing, affordable housing program compliance and resident relations for the community. The entrant will perform any combination of routine calculating, posting and verifying duties to make payments to vendors, process resident rental payments and obtain primary financial data for use in maintaining property accounting records. What you ll do: Assistant Property Manager • Greet prospects and qualify by covering all criteria (ask questions; utilize completed guest cards, etc.). • Immediately record all telephone and in-person visits on appropriate reports. • Files own guest cards and maintain according to established procedures. • Demonstrate community and apartment/model and apply product knowledge to client s needs by communicating the features and benefits; close the sale. • Have prospect complete application and secure deposit in accordance with the company procedures and Fair Housing requirements. • Update availability report, process applications for approvals. (i.e., credit check, rental history, etc.) Submit processed applications to the Property Manager for approval. Follow up with applicant regarding status. • Ensure apartment is ready for resident to move-in on agreed date. • Immediately follow-up on prospects that did not close and attempt to close sale again. If unable to help prospect, refer them to sister communities to meet prospect s needs. • Secure new resident s signature(s) on appropriate paperwork prior to move-in. Orient new residents to community. • Monitor renewals. Distribute and follow-up on renewal notices. • Assist in monitoring advertising effectiveness. • Distribute all company or community-issued notices. • Represent the company in a professional manner at all the times. • Operate computers programmed with accounting software to record, store and analyze information. • Understand the lease agreement and application. • Accept rental payments and post rents to the computer. • Comply with federal, state and company policies, procedures and regulations. • Record monies collected and prepare bank deposit slips on an on-going basis. • Ensure that all proper and legal documents are received, current, accurately verified and entered into the computer from new vendors, prior to payment being processed. • Communicate with Property Managers regarding accuracy of invoices received; and invoices are coded correctly, according to company procedures. • Ensure that all invoices received are approved, entered and paid within a timely manner. • Access computerized financial information to resolve vendor and payment disputes. • Check figures, postings and documents for correct entry, mathematical accuracy and proper codes. • Operate 10-key calculators, copy and facsimile machines to perform calculations, produce and distribute documents. • Prepare statement of accounting notices for past residents. • Provide accounting support to Property Managers. • Assist in lease transactions by typing leases, gathering applicant s history and credit approvals. • Assist with maintaining compliance with all applicable Affordable Housing programs. • Assume Property Manager s duties/authority in absence of immediate supervisor in accordance with company and community guidelines. • Provide general clerical assistance to community office • Receive all telephone calls and in-person visits. Listen to resident requests, concerns and comments. • Quickly complete maintenance Service Request and inform the maintenance team. Answer questions for residents about community, repairs, rent, rules, etc. Follow up on a timely basis if unable to respond to residents on all matters. • Ensure all maintenance repairs are handled satisfactorily by contacting residents with completed Service Requests on a weekly basis, updating status in Yardi. • Maintain open communication with Property Manager and Maintenance Technician. • Contribute to cleanliness and curb appeal of the community on continuing basis. • Assist in planning resident functions. Attend functions and participate as host for any functions as directed by the Property Manager. • Enforce policies of the community. • Advise residents of referral concessions (if permitted). • Assist in placing, removing/updating banners, balloons, bandit signs, flags, etc. • Distribute newsletters, pamphlets, flyers, etc. • Assist in conducting market surveys and shop competitive communities. • Learn and ensure compliance with all company, local, state and federal safety rules. • Daily review of all emails and respond as necessary within 24 hours. • Ensures that unsafe conditions are corrected in a timely manner. • Performs other related duties as assigned. • Carries out additional responsibilities as needed to support department and company objectives Abilities: • Must possess a positive attitude and the ability to smile under all circumstances. • Participate in training in order to comply with new or existing laws. • Strong command of the English language, including proper grammar, spelling, and sentence structure. • Thorough understanding of the English language and ability to communicate effectively with others. • Strong writing and proofreading skills. • Ability to work a flexible schedule. • Neat, clean, professional at all times throughout the workday and/or whenever present at the community. • Must possess a valid Driver s License, reliable transportation and current auto insurance coverage as this position may require some driving for company business. • Comply with expectations as demonstrated in the employee handbook. • Demonstrate ability to diffuse and respond to customer concerns to avoid escalation of the problem. Preferred Experience/ Qualifications: • Tax Credit work experience is a must • High School Diploma or equivalent required; some college preferred. • A minimum one-year experience in a customer service related industry or one year apartment leasing experience or a combination of accounting skills/education with customer service experience is preferred. • Must possess strong attention to detail and sales ability. • Demonstrate an ability to support and contribute to community team. • Strong command of the English language, including proper grammar, spelling, and sentence structure. • Thorough understanding of the English language and ability to communicate effectively with others. • Strong writing and proofreading skills. • Competence in operation of telephone, business calculator, copy machine, facsimile, personal computer/keyboard, Microsoft Office including Word, Excel and MS Outlook and community software. About Us: Join a Team That Makes a Difference WSH Management For over 25 years, WSH Management has been a trusted leader in managing senior and multifamily apartment communities across California. With deep expertise in both affordable and market-rate housing, we proudly manage more than 80 communities and support a team of over 200 dedicated employees and we re still growing. WSH Management provides equal employment opportunity without regard to race, color, religion, sex, pregnancy, national origin, ancestry, citizenship, age, marital status, disability, veteran status, sexual orientation, gender identity, genetic information, or any other basis protected by law. If needed, reasonable accommodations for the hiring process will be made. WSH Management is a drug free workplace. . click apply for full job details
12/02/2025
Full time
Position Summary The Assistant Manager will play a key role in supporting the successful lease-up and ongoing operations of Tellus on Carson, a 230-unit affordable housing community. During the initial lease-up phase, the primary focus will be on processing applications, assembling complete compliance files, and ensuring all documentation meets the requirements set forth by CTCAC and other regulatory agencies. Once lease-up is complete, the Assistant Manager will assist the Resident Manager in the daily operations of the property, ensuring efficient management, excellent customer Primary Responsibilities: Assist in day-to-day management of the property, supporting the Resident Manager in all operational functions. Provide high-quality customer service to residents, addressing inquiries, concerns, and maintenance requests promptly. Collect, record, and deposit rent payments in accordance with company policy. Process invoices, track expenses, and assist with monthly financial reporting. Coordinate and track work orders to ensure timely completion and follow-up. Help oversee maintenance staff to ensure property upkeep, preventive maintenance, and curb appeal standards are met. Assist with resident notices, inspections, and other administrative duties as assigned. Serve as backup for the Resident Manager during absences or as needed. Reports to: Property Manager What we Offer: $30 to $32 per hour, commensurate on experience. Medical, Dental, Vision. Paid Time Off and Holiday Pay. 401K with match Schedule: Monday to Friday 8-5pm About the role: The Assistant Property Manager is responsible for effectively computing, classifying and recording numerical data to keep financial records complete while assisting with the leasing, marketing, affordable housing program compliance and resident relations for the community. The entrant will perform any combination of routine calculating, posting and verifying duties to make payments to vendors, process resident rental payments and obtain primary financial data for use in maintaining property accounting records. What you ll do: Assistant Property Manager • Greet prospects and qualify by covering all criteria (ask questions; utilize completed guest cards, etc.). • Immediately record all telephone and in-person visits on appropriate reports. • Files own guest cards and maintain according to established procedures. • Demonstrate community and apartment/model and apply product knowledge to client s needs by communicating the features and benefits; close the sale. • Have prospect complete application and secure deposit in accordance with the company procedures and Fair Housing requirements. • Update availability report, process applications for approvals. (i.e., credit check, rental history, etc.) Submit processed applications to the Property Manager for approval. Follow up with applicant regarding status. • Ensure apartment is ready for resident to move-in on agreed date. • Immediately follow-up on prospects that did not close and attempt to close sale again. If unable to help prospect, refer them to sister communities to meet prospect s needs. • Secure new resident s signature(s) on appropriate paperwork prior to move-in. Orient new residents to community. • Monitor renewals. Distribute and follow-up on renewal notices. • Assist in monitoring advertising effectiveness. • Distribute all company or community-issued notices. • Represent the company in a professional manner at all the times. • Operate computers programmed with accounting software to record, store and analyze information. • Understand the lease agreement and application. • Accept rental payments and post rents to the computer. • Comply with federal, state and company policies, procedures and regulations. • Record monies collected and prepare bank deposit slips on an on-going basis. • Ensure that all proper and legal documents are received, current, accurately verified and entered into the computer from new vendors, prior to payment being processed. • Communicate with Property Managers regarding accuracy of invoices received; and invoices are coded correctly, according to company procedures. • Ensure that all invoices received are approved, entered and paid within a timely manner. • Access computerized financial information to resolve vendor and payment disputes. • Check figures, postings and documents for correct entry, mathematical accuracy and proper codes. • Operate 10-key calculators, copy and facsimile machines to perform calculations, produce and distribute documents. • Prepare statement of accounting notices for past residents. • Provide accounting support to Property Managers. • Assist in lease transactions by typing leases, gathering applicant s history and credit approvals. • Assist with maintaining compliance with all applicable Affordable Housing programs. • Assume Property Manager s duties/authority in absence of immediate supervisor in accordance with company and community guidelines. • Provide general clerical assistance to community office • Receive all telephone calls and in-person visits. Listen to resident requests, concerns and comments. • Quickly complete maintenance Service Request and inform the maintenance team. Answer questions for residents about community, repairs, rent, rules, etc. Follow up on a timely basis if unable to respond to residents on all matters. • Ensure all maintenance repairs are handled satisfactorily by contacting residents with completed Service Requests on a weekly basis, updating status in Yardi. • Maintain open communication with Property Manager and Maintenance Technician. • Contribute to cleanliness and curb appeal of the community on continuing basis. • Assist in planning resident functions. Attend functions and participate as host for any functions as directed by the Property Manager. • Enforce policies of the community. • Advise residents of referral concessions (if permitted). • Assist in placing, removing/updating banners, balloons, bandit signs, flags, etc. • Distribute newsletters, pamphlets, flyers, etc. • Assist in conducting market surveys and shop competitive communities. • Learn and ensure compliance with all company, local, state and federal safety rules. • Daily review of all emails and respond as necessary within 24 hours. • Ensures that unsafe conditions are corrected in a timely manner. • Performs other related duties as assigned. • Carries out additional responsibilities as needed to support department and company objectives Abilities: • Must possess a positive attitude and the ability to smile under all circumstances. • Participate in training in order to comply with new or existing laws. • Strong command of the English language, including proper grammar, spelling, and sentence structure. • Thorough understanding of the English language and ability to communicate effectively with others. • Strong writing and proofreading skills. • Ability to work a flexible schedule. • Neat, clean, professional at all times throughout the workday and/or whenever present at the community. • Must possess a valid Driver s License, reliable transportation and current auto insurance coverage as this position may require some driving for company business. • Comply with expectations as demonstrated in the employee handbook. • Demonstrate ability to diffuse and respond to customer concerns to avoid escalation of the problem. Preferred Experience/ Qualifications: • Tax Credit work experience is a must • High School Diploma or equivalent required; some college preferred. • A minimum one-year experience in a customer service related industry or one year apartment leasing experience or a combination of accounting skills/education with customer service experience is preferred. • Must possess strong attention to detail and sales ability. • Demonstrate an ability to support and contribute to community team. • Strong command of the English language, including proper grammar, spelling, and sentence structure. • Thorough understanding of the English language and ability to communicate effectively with others. • Strong writing and proofreading skills. • Competence in operation of telephone, business calculator, copy machine, facsimile, personal computer/keyboard, Microsoft Office including Word, Excel and MS Outlook and community software. About Us: Join a Team That Makes a Difference WSH Management For over 25 years, WSH Management has been a trusted leader in managing senior and multifamily apartment communities across California. With deep expertise in both affordable and market-rate housing, we proudly manage more than 80 communities and support a team of over 200 dedicated employees and we re still growing. WSH Management provides equal employment opportunity without regard to race, color, religion, sex, pregnancy, national origin, ancestry, citizenship, age, marital status, disability, veteran status, sexual orientation, gender identity, genetic information, or any other basis protected by law. If needed, reasonable accommodations for the hiring process will be made. WSH Management is a drug free workplace. . click apply for full job details
Description: TrustBank is seeking a highly motivated individual to join our growing team. This is an entry level position. The Associate Credit Analyst will be mentored by the AVP, Senior Credit Risk Manager and/or other experienced Credit Analysts on how to properly evaluate the financial strength and creditworthiness of an applicant across various industries. Job Description Job Title: Associate Credit Analyst Department: Risk Management Reports To : AVP, Senior Credit Risk Manager FLSA Status: Non-Exempt Type of Position: Full-Time Job Summary The Associate Credit Analyst is responsible for assessing the creditworthiness of applicants across a variety of loan types, including commercial, real estate, agricultural, and consumer. This role involves analyzing financial statements, tax returns, and cash flow to identify repayment capacity, financial trends, and peer performance year over year. The analyst will prepare detailed credit presentations that highlight the strengths, weaknesses, and risks of each loan relationship, provide collateral evaluations and loan-to-value calculations, and recommend appropriate risk ratings. While collaborating with loan officers throughout the underwriting process, the Associate Credit Analyst must maintain independence in analysis, identify potential credit issues, and ensure compliance with internal policies and regulatory requirements. Primary Duties and Responsibilities 1. Analyze the overall credit quality and risk of applicants by reviewing financial statements, tax returns, credit reports, collateral values, and other relevant information including independent online research. 2. Prepare accurate financial spreads, ratio analyses, and cash flow models using spreadsheet and word processing tools. 3. Develop comprehensive credit presentations that include repayment capacity of the borrowers and guarantors, collateral descriptions, loan-to value calculations, and a clear summary of strengths, weaknesses, and risks. 4. Collaborate and communicate clearly with loan officers to assess client needs, loan structure, and pricing. Communicate directly with clients, as needed. 5. Ensure credit analysis and presentations reflect adherence to internal credit policies, loan administration procedures, and regulatory requirements. 6. Document policy or documentation exceptions, as well as prior-to-close conditions. 7. Assign and recommend credit risk ratings in accordance with Loan Policy guidelines. 8. Participate as a non-voting member of the Loan Committee meetings, exercising sound judgement and maintaining constructive communication. 9. Determine whether requests for information should be furnished or refused based on confidentiality, requiring strong judgment and quick decision-making. 10. Recognize irregular or suspicious transactions and take appropriate steps to prevent loss. Help ensure compliance with BSA/AML/OFAC regulations. 11. Assist with annual loan reviews and portfolio monitoring as requested, including providing support to the Auditor during internal and external audits. 12. Additional responsibilities as needed to support departmental and organizational goals. Traits/Characteristics of a Successful Associate Credit Analyst • Strong attention to detail and accuracy. • Basic understanding of financial statements - balance sheets, income statements, and cash flow statements, with a willingness to deepen knowledge through training and experience. • Critical thinking, exercise sound judgment, and learn to form independent perspectives with guidance. • Adaptability to changing workloads • Comfortable managing multiple tasks and shifting priorities in a dynamic environment. • Eagerness to learn risk assessment principles • Shows interest in understanding credit risk and how it impacts decision-making. • Self-motivated and proactive and takes initiative in learning and contributing to team goals. • Inquisitive and curious with a desire to understand why. • Professionalism and integrity and can demonstrate respect in all interactions, including challenging conversations. Working Conditions and Essential Functions The position is Monday through Friday, typically from 8 AM - 5 PM and is a minimum of forty hours a week, but longer hours may be needed to meet the demands of the job. There is a well-lit office environment, and the noise level is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25 pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Ability to travel via air, rail, automobile and or/bus (if position requires travel). Compensation and Benefits Total compensation for this position is $21.50 per hour to $31.25 per hour. TrustBank provides a generous benefits offering, with details on our bank's website: TrustBank Core Values Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. Strictly manage and protect sensitive information to which you are entrusted. Disclosures TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate based on any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: November 3, 2025 Requirements: Education and/or Experience Bachelor's degree (B. S.) from a four-year college or university with a focus on finance, accounting, or economics. Related experience in a banking environment and/or the agriculture industry is preferred. Required Skills and Abilities 1. Ability to self-review and identify errors in written presentations, analysis, and reporting. 2. Proficient in Microsoft Word and Excel with the ability to adapt Excel formats, data validations, formulas, conditional formatting, pivot tables, and financial modeling and analysis. 3. Excellent report writing, grammar, and verbal communication skills. 4. Ability to produce clear, professional credit presentations. 5. Organizational and time management skills, including the ability to manage multiple priorities and deadlines. 6. Willingness to learn loan policy, lending regulations, and overall bank procedures. 7. Capacity to develop a solid understanding of the banks core processing system to assemble data and generate reports. Compensation details: 21.5-31.25 Hourly Wage PI4a561efa5-
12/02/2025
Full time
Description: TrustBank is seeking a highly motivated individual to join our growing team. This is an entry level position. The Associate Credit Analyst will be mentored by the AVP, Senior Credit Risk Manager and/or other experienced Credit Analysts on how to properly evaluate the financial strength and creditworthiness of an applicant across various industries. Job Description Job Title: Associate Credit Analyst Department: Risk Management Reports To : AVP, Senior Credit Risk Manager FLSA Status: Non-Exempt Type of Position: Full-Time Job Summary The Associate Credit Analyst is responsible for assessing the creditworthiness of applicants across a variety of loan types, including commercial, real estate, agricultural, and consumer. This role involves analyzing financial statements, tax returns, and cash flow to identify repayment capacity, financial trends, and peer performance year over year. The analyst will prepare detailed credit presentations that highlight the strengths, weaknesses, and risks of each loan relationship, provide collateral evaluations and loan-to-value calculations, and recommend appropriate risk ratings. While collaborating with loan officers throughout the underwriting process, the Associate Credit Analyst must maintain independence in analysis, identify potential credit issues, and ensure compliance with internal policies and regulatory requirements. Primary Duties and Responsibilities 1. Analyze the overall credit quality and risk of applicants by reviewing financial statements, tax returns, credit reports, collateral values, and other relevant information including independent online research. 2. Prepare accurate financial spreads, ratio analyses, and cash flow models using spreadsheet and word processing tools. 3. Develop comprehensive credit presentations that include repayment capacity of the borrowers and guarantors, collateral descriptions, loan-to value calculations, and a clear summary of strengths, weaknesses, and risks. 4. Collaborate and communicate clearly with loan officers to assess client needs, loan structure, and pricing. Communicate directly with clients, as needed. 5. Ensure credit analysis and presentations reflect adherence to internal credit policies, loan administration procedures, and regulatory requirements. 6. Document policy or documentation exceptions, as well as prior-to-close conditions. 7. Assign and recommend credit risk ratings in accordance with Loan Policy guidelines. 8. Participate as a non-voting member of the Loan Committee meetings, exercising sound judgement and maintaining constructive communication. 9. Determine whether requests for information should be furnished or refused based on confidentiality, requiring strong judgment and quick decision-making. 10. Recognize irregular or suspicious transactions and take appropriate steps to prevent loss. Help ensure compliance with BSA/AML/OFAC regulations. 11. Assist with annual loan reviews and portfolio monitoring as requested, including providing support to the Auditor during internal and external audits. 12. Additional responsibilities as needed to support departmental and organizational goals. Traits/Characteristics of a Successful Associate Credit Analyst • Strong attention to detail and accuracy. • Basic understanding of financial statements - balance sheets, income statements, and cash flow statements, with a willingness to deepen knowledge through training and experience. • Critical thinking, exercise sound judgment, and learn to form independent perspectives with guidance. • Adaptability to changing workloads • Comfortable managing multiple tasks and shifting priorities in a dynamic environment. • Eagerness to learn risk assessment principles • Shows interest in understanding credit risk and how it impacts decision-making. • Self-motivated and proactive and takes initiative in learning and contributing to team goals. • Inquisitive and curious with a desire to understand why. • Professionalism and integrity and can demonstrate respect in all interactions, including challenging conversations. Working Conditions and Essential Functions The position is Monday through Friday, typically from 8 AM - 5 PM and is a minimum of forty hours a week, but longer hours may be needed to meet the demands of the job. There is a well-lit office environment, and the noise level is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25 pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Ability to travel via air, rail, automobile and or/bus (if position requires travel). Compensation and Benefits Total compensation for this position is $21.50 per hour to $31.25 per hour. TrustBank provides a generous benefits offering, with details on our bank's website: TrustBank Core Values Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. Strictly manage and protect sensitive information to which you are entrusted. Disclosures TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate based on any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: November 3, 2025 Requirements: Education and/or Experience Bachelor's degree (B. S.) from a four-year college or university with a focus on finance, accounting, or economics. Related experience in a banking environment and/or the agriculture industry is preferred. Required Skills and Abilities 1. Ability to self-review and identify errors in written presentations, analysis, and reporting. 2. Proficient in Microsoft Word and Excel with the ability to adapt Excel formats, data validations, formulas, conditional formatting, pivot tables, and financial modeling and analysis. 3. Excellent report writing, grammar, and verbal communication skills. 4. Ability to produce clear, professional credit presentations. 5. Organizational and time management skills, including the ability to manage multiple priorities and deadlines. 6. Willingness to learn loan policy, lending regulations, and overall bank procedures. 7. Capacity to develop a solid understanding of the banks core processing system to assemble data and generate reports. Compensation details: 21.5-31.25 Hourly Wage PI4a561efa5-
Description: TrustBank is seeking a highly motivated Credit Analyst to join our growing team. The ideal candidate will possess a strong understanding of credit analysis principles, a high level of attention to detail, and a solid track record of providing sound recommendations. Job Description Job Title: Credit Analyst Department: Risk Management Reports To: AVP, Senior Credit Risk Manager FLSA Status: Exempt Type of Position: Full-Time Job Summary The Credit Analyst is responsible for assessing the creditworthiness of applicants across a variety of loan types, including commercial, real estate, agricultural (ideally, an emphasis on ag loan underwriting), and consumer. This role involves analyzing financial statements, tax returns, and cash flow to identify repayment capacity, financial trends, and peer performance year over year. The analyst will prepare detailed credit presentations that highlight the strengths, weaknesses, and risks of each loan relationship, provide collateral evaluations and loan-to-value calculations, and recommend appropriate risk ratings. While collaborating with loan officers throughout the underwriting process, the Credit Analyst must maintain independence in analysis, identify potential credit issues, and ensure compliance with internal policies and regulatory requirements. Primary Duties and Responsibilities Analyze the overall credit quality and risk of applicants by reviewing financial statements, tax returns, credit reports, collateral values, and other relevant information including independent online research. Prepare accurate financial spreads, ratio analyses, and cash flow models using spreadsheet and word processing tools. Develop comprehensive credit presentations that include repayment capacity of the borrowers and guarantors, collateral descriptions, loan-to value calculations, and a clear summary of strengths, weaknesses, and risks. Collaborate and communicate clearly with loan officers to assess client needs, loan structure, and pricing. Communicate directly with clients, as needed. Ensure credit analysis and presentations reflect adherence to internal credit policies, loan administration procedures, and regulatory requirements. Document policy or documentation exceptions, as well as prior-to-close conditions. Assign and recommend credit risk ratings in accordance with Loan Policy guidelines. Participate as a non-voting member of the Loan Committee meetings, exercising sound judgement and maintaining constructive communication. Determine whether requests for information should be furnished or refused based on confidentiality, requiring strong judgment and quick decision-making. Recognize irregular or suspicious transactions and take appropriate steps to prevent loss. Help ensure compliance with BSA/AML/OFAC regulations. Assist with annual loan reviews and portfolio monitoring as requested, including providing support to the Auditor during internal and external audits. Additional responsibilities as needed to support departmental and organizational goals. Traits/Characteristics of a Successful Credit Analyst Strong attention to detail and accuracy Analytical proficiency in quantitative and qualitative analysis Ability to think critically, exercise sound judgment, and provide independent recommendations Highly adaptable to portfolio volume demands Thorough risk assessment expertise Highly self-motivated Inquisitive and curious with a desire to understand why High level of integrity and professionalism with a strong ability to successfully navigate difficult or contentious conversations Working Conditions and Essential Functions The position is Monday through Friday, typically from 8 AM - 5 PM and is a minimum of forty hours a week, but longer hours may be needed to meet the demands of the job. The Bank may consider a remote or hybrid work schedule based on the qualifications of the candidate and the needs of the Bank and the Risk Management team. There is a well-lit office environment, and the noise level is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25 pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Ability to travel via air, rail, automobile and or/bus (if position requires travel). Compensation and Benefits Total compensation for this position is $65,000 - $90,000. TrustBank provides a generous benefits offering, with details on our bank's website: TrustBank Core Values Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. Strictly manage and protect sensitive information to which you are entrusted. Disclosures TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate based on any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: September 16, 2025 Requirements: Education and/or Experience Bachelor's degree (B. S.) from a four-year college or university with a focus on finance, accounting, or economics and a minimum of 2-4 years of related experience preferably in a commercial banking environment. Required Skills and Abilities Advanced analytical and risk assessment skills, including a clear understanding of fractions and percentages. Ability to self-review and identify errors in written presentations, analysis, and reporting. Strong knowledge of financial accounting principles, economics, and credit analyst techniques with excellent problem-solving skills. Excellent report writing, grammar, and verbal communication skills. Ability to produce clear, professional credit presentations. Organizational and time management skills, including the ability to manage multiple priorities and deadlines. Broad understanding of loan policy, loan operations and overall bank procedures. Proficient in Microsoft Word and Excel with the ability to adapt Excel formats, data validations, formulas, conditional formatting, pivot tables, and financial modeling and analysis. Understanding of the bank's core processing system to meaningfully assemble data and generate reports. Compensation details: 0 Yearly Salary PIb49c54f5bf9f-6303
12/02/2025
Full time
Description: TrustBank is seeking a highly motivated Credit Analyst to join our growing team. The ideal candidate will possess a strong understanding of credit analysis principles, a high level of attention to detail, and a solid track record of providing sound recommendations. Job Description Job Title: Credit Analyst Department: Risk Management Reports To: AVP, Senior Credit Risk Manager FLSA Status: Exempt Type of Position: Full-Time Job Summary The Credit Analyst is responsible for assessing the creditworthiness of applicants across a variety of loan types, including commercial, real estate, agricultural (ideally, an emphasis on ag loan underwriting), and consumer. This role involves analyzing financial statements, tax returns, and cash flow to identify repayment capacity, financial trends, and peer performance year over year. The analyst will prepare detailed credit presentations that highlight the strengths, weaknesses, and risks of each loan relationship, provide collateral evaluations and loan-to-value calculations, and recommend appropriate risk ratings. While collaborating with loan officers throughout the underwriting process, the Credit Analyst must maintain independence in analysis, identify potential credit issues, and ensure compliance with internal policies and regulatory requirements. Primary Duties and Responsibilities Analyze the overall credit quality and risk of applicants by reviewing financial statements, tax returns, credit reports, collateral values, and other relevant information including independent online research. Prepare accurate financial spreads, ratio analyses, and cash flow models using spreadsheet and word processing tools. Develop comprehensive credit presentations that include repayment capacity of the borrowers and guarantors, collateral descriptions, loan-to value calculations, and a clear summary of strengths, weaknesses, and risks. Collaborate and communicate clearly with loan officers to assess client needs, loan structure, and pricing. Communicate directly with clients, as needed. Ensure credit analysis and presentations reflect adherence to internal credit policies, loan administration procedures, and regulatory requirements. Document policy or documentation exceptions, as well as prior-to-close conditions. Assign and recommend credit risk ratings in accordance with Loan Policy guidelines. Participate as a non-voting member of the Loan Committee meetings, exercising sound judgement and maintaining constructive communication. Determine whether requests for information should be furnished or refused based on confidentiality, requiring strong judgment and quick decision-making. Recognize irregular or suspicious transactions and take appropriate steps to prevent loss. Help ensure compliance with BSA/AML/OFAC regulations. Assist with annual loan reviews and portfolio monitoring as requested, including providing support to the Auditor during internal and external audits. Additional responsibilities as needed to support departmental and organizational goals. Traits/Characteristics of a Successful Credit Analyst Strong attention to detail and accuracy Analytical proficiency in quantitative and qualitative analysis Ability to think critically, exercise sound judgment, and provide independent recommendations Highly adaptable to portfolio volume demands Thorough risk assessment expertise Highly self-motivated Inquisitive and curious with a desire to understand why High level of integrity and professionalism with a strong ability to successfully navigate difficult or contentious conversations Working Conditions and Essential Functions The position is Monday through Friday, typically from 8 AM - 5 PM and is a minimum of forty hours a week, but longer hours may be needed to meet the demands of the job. The Bank may consider a remote or hybrid work schedule based on the qualifications of the candidate and the needs of the Bank and the Risk Management team. There is a well-lit office environment, and the noise level is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25 pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Ability to travel via air, rail, automobile and or/bus (if position requires travel). Compensation and Benefits Total compensation for this position is $65,000 - $90,000. TrustBank provides a generous benefits offering, with details on our bank's website: TrustBank Core Values Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. Strictly manage and protect sensitive information to which you are entrusted. Disclosures TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate based on any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: September 16, 2025 Requirements: Education and/or Experience Bachelor's degree (B. S.) from a four-year college or university with a focus on finance, accounting, or economics and a minimum of 2-4 years of related experience preferably in a commercial banking environment. Required Skills and Abilities Advanced analytical and risk assessment skills, including a clear understanding of fractions and percentages. Ability to self-review and identify errors in written presentations, analysis, and reporting. Strong knowledge of financial accounting principles, economics, and credit analyst techniques with excellent problem-solving skills. Excellent report writing, grammar, and verbal communication skills. Ability to produce clear, professional credit presentations. Organizational and time management skills, including the ability to manage multiple priorities and deadlines. Broad understanding of loan policy, loan operations and overall bank procedures. Proficient in Microsoft Word and Excel with the ability to adapt Excel formats, data validations, formulas, conditional formatting, pivot tables, and financial modeling and analysis. Understanding of the bank's core processing system to meaningfully assemble data and generate reports. Compensation details: 0 Yearly Salary PIb49c54f5bf9f-6303
Location: Dellas, TX 75390 (Hybrid) Duration: Permanent Job Description: Ideal candidate: Clinical finance knowledge supporting a medical group finance team. This individual will lead 3 Senior Financial Analyst team members. Hybrid Arrangement: Three days in office, two days remote per week. Flexibility in remote days, but generally not both Monday and Friday. Flexibility allowed for individual/team needs. Plans, organizes, directs, and coordinates financial operation of department, including financial planning, budgeting, billing, and accounting functions. Oversees establishment of department accounting procedures. Constructs projections of department income and expenses, prepares yearly budgets for department, and provides regular financial reports to Chairman regarding department's financial status. Interprets policies and regulations concerning department's financial activities, including university policies and procedures and Federal and State agency guidelines. Directs and develops written justification to support budget proposals, expenditure items, and financial policy matters. Directs, manages, and supervises department's billing office. Develops and modifies patient billing procedures to allow optimum income generation. Assists in negotiation and establishment of contractual arrangements for professional services. Serves as primary liaison between department and MSRDP. Serves as departmental representative on appropriate committees and meetings. Develops and implements regular reporting and management level presentations to administration and faculty in department. Coordinates distribution and analysis of revenue and expenditure reports, develops presentations for department and faculty regarding clinical earning and distributions, and assists department faculty in understanding impact of financial data. Coordinates processes for reviewing, analysing, and establishing fee schedules for department and its divisions. Assists Chairman with establishment of department incentive system and oversees its maintenance. Designs, executes, and maintains effective system of internal controls which provides reasonable assurance that operations are effective and efficient, assets are safeguarded, and financial information is reliable. Ensures compliance with applicable laws, regulations, policies, and procedures. Performs other duties as assigned. Responsibilities: We are seeking an accomplished financial leader with deep expertise in healthcare finance to oversee the Clinical, Research, and Education Finance operations within the Department of Cardiovascular and Thoracic Surgery. This pivotal role is responsible for guiding both internal and external departmental financial functions, with a focus on developing comprehensive budgets that support the growth of our clinical, research, and educational missions. The ideal candidate will bring a strategic mindset, leveraging detailed analyses of financial benchmarks, trends, and variances, along with a critical evaluation of business practices, to inform high-impact decisions and shape robust business plans. A key responsibility will be to lead the development of standardized processes for monthly financial tracking and reporting, ensuring alignment with the annual budgeting cycle. This role also includes oversight of the financial management of clinical trials, including invoicing, sourcing, and closeout procedures, to ensure fiscal integrity. Additionally, the successful candidate will have the foresight to explore and implement AI-driven solutions to enhance financial analysis and deliver accurate, data-informed projections within clinical finance. This position plays a vital role in strategic financial planning, including the justification of capital investments and the optimization of revenue cycle operations across hospital and clinic settings. Selected candidate must reside in the Dallas/Ft. Worth Metroplex or be willing to relocate. This position is eligible for a hybrid work schedule. Experience: Clinical finance expertise: Understanding of professional and hospital fees, revenue cycles. Familiarity with academic medicine, including education, research, and clinical missions. Experience in healthcare systems-ideally through progressive roles (analyst to supervisor/manager). Understanding of large medical group and hospital collaborations. Strong communicator, collaborator, and supportive team member. Not strictly a delegator; expected to be actively involved with team and projects. Will oversee three senior-level financial analysts (elite/high-functioning). Skills: The department is rapidly expanding, covering all clinical sites Highly visible "mini-CFO" style role, significant involvement in strategic discussions, budget, contracts, incentive programs. Opportunity for growth and highly respected internally. Education: Bachelor's degree in business or other related field. Experience- 5 years of related experience in financial or accounting positions and 2 years of supervisory experience. May consider additional years of experience in lieu of degree. Benefits: PPO medical plan, available day one at no cost for full-time employee-only coverage 100% coverage for preventive healthcare-no copay Paid Time Off, available day one Retirement Programs through the Teacher Retirement System of Texas (TRS) Paid Parental Leave Benefit Wellness programs Tuition Reimbursement Public Service Loan Forgiveness (PSLF) Qualified Employer
12/01/2025
Full time
Location: Dellas, TX 75390 (Hybrid) Duration: Permanent Job Description: Ideal candidate: Clinical finance knowledge supporting a medical group finance team. This individual will lead 3 Senior Financial Analyst team members. Hybrid Arrangement: Three days in office, two days remote per week. Flexibility in remote days, but generally not both Monday and Friday. Flexibility allowed for individual/team needs. Plans, organizes, directs, and coordinates financial operation of department, including financial planning, budgeting, billing, and accounting functions. Oversees establishment of department accounting procedures. Constructs projections of department income and expenses, prepares yearly budgets for department, and provides regular financial reports to Chairman regarding department's financial status. Interprets policies and regulations concerning department's financial activities, including university policies and procedures and Federal and State agency guidelines. Directs and develops written justification to support budget proposals, expenditure items, and financial policy matters. Directs, manages, and supervises department's billing office. Develops and modifies patient billing procedures to allow optimum income generation. Assists in negotiation and establishment of contractual arrangements for professional services. Serves as primary liaison between department and MSRDP. Serves as departmental representative on appropriate committees and meetings. Develops and implements regular reporting and management level presentations to administration and faculty in department. Coordinates distribution and analysis of revenue and expenditure reports, develops presentations for department and faculty regarding clinical earning and distributions, and assists department faculty in understanding impact of financial data. Coordinates processes for reviewing, analysing, and establishing fee schedules for department and its divisions. Assists Chairman with establishment of department incentive system and oversees its maintenance. Designs, executes, and maintains effective system of internal controls which provides reasonable assurance that operations are effective and efficient, assets are safeguarded, and financial information is reliable. Ensures compliance with applicable laws, regulations, policies, and procedures. Performs other duties as assigned. Responsibilities: We are seeking an accomplished financial leader with deep expertise in healthcare finance to oversee the Clinical, Research, and Education Finance operations within the Department of Cardiovascular and Thoracic Surgery. This pivotal role is responsible for guiding both internal and external departmental financial functions, with a focus on developing comprehensive budgets that support the growth of our clinical, research, and educational missions. The ideal candidate will bring a strategic mindset, leveraging detailed analyses of financial benchmarks, trends, and variances, along with a critical evaluation of business practices, to inform high-impact decisions and shape robust business plans. A key responsibility will be to lead the development of standardized processes for monthly financial tracking and reporting, ensuring alignment with the annual budgeting cycle. This role also includes oversight of the financial management of clinical trials, including invoicing, sourcing, and closeout procedures, to ensure fiscal integrity. Additionally, the successful candidate will have the foresight to explore and implement AI-driven solutions to enhance financial analysis and deliver accurate, data-informed projections within clinical finance. This position plays a vital role in strategic financial planning, including the justification of capital investments and the optimization of revenue cycle operations across hospital and clinic settings. Selected candidate must reside in the Dallas/Ft. Worth Metroplex or be willing to relocate. This position is eligible for a hybrid work schedule. Experience: Clinical finance expertise: Understanding of professional and hospital fees, revenue cycles. Familiarity with academic medicine, including education, research, and clinical missions. Experience in healthcare systems-ideally through progressive roles (analyst to supervisor/manager). Understanding of large medical group and hospital collaborations. Strong communicator, collaborator, and supportive team member. Not strictly a delegator; expected to be actively involved with team and projects. Will oversee three senior-level financial analysts (elite/high-functioning). Skills: The department is rapidly expanding, covering all clinical sites Highly visible "mini-CFO" style role, significant involvement in strategic discussions, budget, contracts, incentive programs. Opportunity for growth and highly respected internally. Education: Bachelor's degree in business or other related field. Experience- 5 years of related experience in financial or accounting positions and 2 years of supervisory experience. May consider additional years of experience in lieu of degree. Benefits: PPO medical plan, available day one at no cost for full-time employee-only coverage 100% coverage for preventive healthcare-no copay Paid Time Off, available day one Retirement Programs through the Teacher Retirement System of Texas (TRS) Paid Parental Leave Benefit Wellness programs Tuition Reimbursement Public Service Loan Forgiveness (PSLF) Qualified Employer
Audit Director (Also need an Audit Manager) - Assurance & Advisory - State and Local Government Fast track to Partnership - Reasonable work life balance - Hybrid work environment The Director is the liaison between the Partner, the client, and the professional staff. Directors are responsible for managing multiple auditing and accounting projects and client engagements simultaneously, and scheduling, staffing and coordinating engagement workflow. Directors develop and train staff, and make associations to develop new business for the Firm. The Director has mastered the skills and requirements of the Director role and has been identified as possessing the prerequisite for future growth in the Firm. Directors play a lead role in maintaining client relationships. Responsibilities Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of the client's business and control systems; building and maintaining good client relationships. Either assumes the role of engagement partner or reports directly to the engagement partner on engagements in accordance with firm policies. Signs attest opinions as a representative of the firm when assigned the role of engagement partner. Oversees all phases of an audit, review or accounting engagement when reporting to an engagement partner and ensures the client deliverable complies with both the applicable accounting framework and firm policy. Apprises the engagement Partner, if applicable, of all important developments on the client account; identifies any potential issues on each engagement and implements solutions after partner consultation. Responsible for ensuring engagements are properly scheduled. Serves as a subject matter expert in discipline or industry, specifically for not-for-profit clients. Ensures billing and collection practices are executed by engagement teams in accordance with firm policy. Supervises staff assigned to engagements and provides on-the-job training; reviews work papers and reports prepared by the engagement team in accordance with firm policy. Plays a pivotal role in staff performance evaluations, reviews and periodic counseling. Involved in the recruitment of staff and interviews Assurance and Advisory candidates when needed. Acts as a representative of the firm in business development matters; develops a network of business contacts and referrals to generate business for the firm. Assumes the lead role on prospective client leads assigned to them and responsible for initial communications with prospective clients, generating fee estimates and attending prospective client meetings. Maintains appropriate compliance with all Firm-wide policies and procedures. Qualifications Approximately 10 years' experience in public accounting and a minimum of 2 years in a senior manager position, with significant experience in the public sector, including auditing state and local governments (i.e., cities, counties, special districts, etc.) in California and/or Oregon Bachelor's degree in accounting or related field. Holds a current and valid CPA's license. Ability to travel to assigned client locations. Demonstrated ability to bring in new business to a CPA Firm. Possesses thorough knowledge of Generally Accepted Accounting Principles in the United States, Standards issued by the Governmental Accounting Standards Board, United States Generally Accepted Auditing Standards, and Government Auditing Standards issued by the Comptroller of the United States. Ability to direct, review and train departmental staff. Working Conditions Hybrid working environment (work from home, office or client location) Same day travel for work at clients' offices, meetings, and seminars, as needed Occasional out-of-town travel with overnight stay for work at clients, meetings, or seminars Occasional overtime work required throughout the year; heavy overtime work may be required from August to February to allow us to meet our Not For Profit and Government Sector clients' deadlines.
12/01/2025
Full time
Audit Director (Also need an Audit Manager) - Assurance & Advisory - State and Local Government Fast track to Partnership - Reasonable work life balance - Hybrid work environment The Director is the liaison between the Partner, the client, and the professional staff. Directors are responsible for managing multiple auditing and accounting projects and client engagements simultaneously, and scheduling, staffing and coordinating engagement workflow. Directors develop and train staff, and make associations to develop new business for the Firm. The Director has mastered the skills and requirements of the Director role and has been identified as possessing the prerequisite for future growth in the Firm. Directors play a lead role in maintaining client relationships. Responsibilities Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of the client's business and control systems; building and maintaining good client relationships. Either assumes the role of engagement partner or reports directly to the engagement partner on engagements in accordance with firm policies. Signs attest opinions as a representative of the firm when assigned the role of engagement partner. Oversees all phases of an audit, review or accounting engagement when reporting to an engagement partner and ensures the client deliverable complies with both the applicable accounting framework and firm policy. Apprises the engagement Partner, if applicable, of all important developments on the client account; identifies any potential issues on each engagement and implements solutions after partner consultation. Responsible for ensuring engagements are properly scheduled. Serves as a subject matter expert in discipline or industry, specifically for not-for-profit clients. Ensures billing and collection practices are executed by engagement teams in accordance with firm policy. Supervises staff assigned to engagements and provides on-the-job training; reviews work papers and reports prepared by the engagement team in accordance with firm policy. Plays a pivotal role in staff performance evaluations, reviews and periodic counseling. Involved in the recruitment of staff and interviews Assurance and Advisory candidates when needed. Acts as a representative of the firm in business development matters; develops a network of business contacts and referrals to generate business for the firm. Assumes the lead role on prospective client leads assigned to them and responsible for initial communications with prospective clients, generating fee estimates and attending prospective client meetings. Maintains appropriate compliance with all Firm-wide policies and procedures. Qualifications Approximately 10 years' experience in public accounting and a minimum of 2 years in a senior manager position, with significant experience in the public sector, including auditing state and local governments (i.e., cities, counties, special districts, etc.) in California and/or Oregon Bachelor's degree in accounting or related field. Holds a current and valid CPA's license. Ability to travel to assigned client locations. Demonstrated ability to bring in new business to a CPA Firm. Possesses thorough knowledge of Generally Accepted Accounting Principles in the United States, Standards issued by the Governmental Accounting Standards Board, United States Generally Accepted Auditing Standards, and Government Auditing Standards issued by the Comptroller of the United States. Ability to direct, review and train departmental staff. Working Conditions Hybrid working environment (work from home, office or client location) Same day travel for work at clients' offices, meetings, and seminars, as needed Occasional out-of-town travel with overnight stay for work at clients, meetings, or seminars Occasional overtime work required throughout the year; heavy overtime work may be required from August to February to allow us to meet our Not For Profit and Government Sector clients' deadlines.
Audit Director (Also need an Audit Manager) - Assurance & Advisory - State and Local Government Fast track to Partnership - Reasonable work life balance - Hybrid work environment The Director is the liaison between the Partner, the client, and the professional staff. Directors are responsible for managing multiple auditing and accounting projects and client engagements simultaneously, and scheduling, staffing and coordinating engagement workflow. Directors develop and train staff, and make associations to develop new business for the Firm. The Director has mastered the skills and requirements of the Director role and has been identified as possessing the prerequisite for future growth in the Firm. Directors play a lead role in maintaining client relationships. Responsibilities Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of the client's business and control systems; building and maintaining good client relationships. Either assumes the role of engagement partner or reports directly to the engagement partner on engagements in accordance with firm policies. Signs attest opinions as a representative of the firm when assigned the role of engagement partner. Oversees all phases of an audit, review or accounting engagement when reporting to an engagement partner and ensures the client deliverable complies with both the applicable accounting framework and firm policy. Apprises the engagement Partner, if applicable, of all important developments on the client account; identifies any potential issues on each engagement and implements solutions after partner consultation. Responsible for ensuring engagements are properly scheduled. Serves as a subject matter expert in discipline or industry, specifically for not-for-profit clients. Ensures billing and collection practices are executed by engagement teams in accordance with firm policy. Supervises staff assigned to engagements and provides on-the-job training; reviews work papers and reports prepared by the engagement team in accordance with firm policy. Plays a pivotal role in staff performance evaluations, reviews and periodic counseling. Involved in the recruitment of staff and interviews Assurance and Advisory candidates when needed. Acts as a representative of the firm in business development matters; develops a network of business contacts and referrals to generate business for the firm. Assumes the lead role on prospective client leads assigned to them and responsible for initial communications with prospective clients, generating fee estimates and attending prospective client meetings. Maintains appropriate compliance with all Firm-wide policies and procedures. Qualifications Approximately 10 years' experience in public accounting and a minimum of 2 years in a senior manager position, with significant experience in the public sector, including auditing state and local governments (i.e., cities, counties, special districts, etc.) in California and/or Oregon Bachelor's degree in accounting or related field. Holds a current and valid CPA's license. Ability to travel to assigned client locations. Demonstrated ability to bring in new business to a CPA Firm. Possesses thorough knowledge of Generally Accepted Accounting Principles in the United States, Standards issued by the Governmental Accounting Standards Board, United States Generally Accepted Auditing Standards, and Government Auditing Standards issued by the Comptroller of the United States. Ability to direct, review and train departmental staff. Working Conditions Hybrid working environment (work from home, office or client location) Same day travel for work at clients' offices, meetings, and seminars, as needed Occasional out-of-town travel with overnight stay for work at clients, meetings, or seminars Occasional overtime work required throughout the year; heavy overtime work may be required from August to February to allow us to meet our Not For Profit and Government Sector clients' deadlines.
12/01/2025
Full time
Audit Director (Also need an Audit Manager) - Assurance & Advisory - State and Local Government Fast track to Partnership - Reasonable work life balance - Hybrid work environment The Director is the liaison between the Partner, the client, and the professional staff. Directors are responsible for managing multiple auditing and accounting projects and client engagements simultaneously, and scheduling, staffing and coordinating engagement workflow. Directors develop and train staff, and make associations to develop new business for the Firm. The Director has mastered the skills and requirements of the Director role and has been identified as possessing the prerequisite for future growth in the Firm. Directors play a lead role in maintaining client relationships. Responsibilities Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of the client's business and control systems; building and maintaining good client relationships. Either assumes the role of engagement partner or reports directly to the engagement partner on engagements in accordance with firm policies. Signs attest opinions as a representative of the firm when assigned the role of engagement partner. Oversees all phases of an audit, review or accounting engagement when reporting to an engagement partner and ensures the client deliverable complies with both the applicable accounting framework and firm policy. Apprises the engagement Partner, if applicable, of all important developments on the client account; identifies any potential issues on each engagement and implements solutions after partner consultation. Responsible for ensuring engagements are properly scheduled. Serves as a subject matter expert in discipline or industry, specifically for not-for-profit clients. Ensures billing and collection practices are executed by engagement teams in accordance with firm policy. Supervises staff assigned to engagements and provides on-the-job training; reviews work papers and reports prepared by the engagement team in accordance with firm policy. Plays a pivotal role in staff performance evaluations, reviews and periodic counseling. Involved in the recruitment of staff and interviews Assurance and Advisory candidates when needed. Acts as a representative of the firm in business development matters; develops a network of business contacts and referrals to generate business for the firm. Assumes the lead role on prospective client leads assigned to them and responsible for initial communications with prospective clients, generating fee estimates and attending prospective client meetings. Maintains appropriate compliance with all Firm-wide policies and procedures. Qualifications Approximately 10 years' experience in public accounting and a minimum of 2 years in a senior manager position, with significant experience in the public sector, including auditing state and local governments (i.e., cities, counties, special districts, etc.) in California and/or Oregon Bachelor's degree in accounting or related field. Holds a current and valid CPA's license. Ability to travel to assigned client locations. Demonstrated ability to bring in new business to a CPA Firm. Possesses thorough knowledge of Generally Accepted Accounting Principles in the United States, Standards issued by the Governmental Accounting Standards Board, United States Generally Accepted Auditing Standards, and Government Auditing Standards issued by the Comptroller of the United States. Ability to direct, review and train departmental staff. Working Conditions Hybrid working environment (work from home, office or client location) Same day travel for work at clients' offices, meetings, and seminars, as needed Occasional out-of-town travel with overnight stay for work at clients, meetings, or seminars Occasional overtime work required throughout the year; heavy overtime work may be required from August to February to allow us to meet our Not For Profit and Government Sector clients' deadlines.
West Side Federation for Senior and Supportive Housing
Bronx, New York
Job Type: Full-Time Position Type: Salary Reports to: Director of Clinical & Social Services Pay Rate: $65,000 -$79,500 FLSA: Exempt EEO: First/Mid-Level Officials & Managers Revised on: October 31, 2025 ABOUT US The West Side Federation for Senior and Supportive Housing, Inc. (WSFSSH) is a community-based organization responding to the need for low-cost housing. Our mission is to provide safe, affordable housing with supportive services within a residential setting that enhances the independence and dignity of each person. WSFSSH develops, manages, and provides social services in housing for low-income persons, especially those who are older, who have experienced homelessness and who live with mental illness. Job Summary Under the supervision of the Director of Clinical and Social Service, the Program Director will assure that appropriate facility, staff, programs, and services are available to Center participants Monday-Friday, with the goal of providing services and support to seniors in the Mott Haven community and other nearby neighborhoods. Please Note: This is a full-time position (5) days a week on-site. Candidate MUST have Older Adult Center Experience Job Duties & Responsibilities Responsibilities include but are not limited to: Supervision Partner with WSFSSH HR Department in recruiting, hiring, and training staff for the Center. Provide ongoing supervision to all staff, interns, students, consultants, and volunteers. Monitor and evaluate staff performance and take appropriate action as indicated. Services to Participants Responsible for outreach to potential participants. Establish 1:1 relationship with participants. Meet regularly with participants in groups and individually. Respond to grievances. Oversee the case assistance, and recreation/activity programing to assure participant needs are being met. Oversee the meal program to ensure compliance with nutrition standards, participant satisfaction, appealing presentation, and timeliness. Ensure that the appropriate amount of food is prepared for each meal. Crisis intervention as needed. Ensure that all participants and staff are treated with respect and dignity. Resource Allocation Staffing: Maintain staffing schedule to adequately service participants and meet all applicable NYC Aging, DOH and other regulatory requirements Equipment and Supplies: Implement and/or supervise ordering, repairs, and maintenance Financial: In conjunction with WSFSSH's accounting office, monitor budgets, spending and on-site financial record-keeping Building and Grounds: Monitor Center space to ensure it is inviting and accessible all participants. Monitor cleanliness, ensure timely repairs and schedule painting as needed Reporting/Liaison/Compliance: Serve as liaison with and ensure compliance to requirements of: Regulatory bodies, including but not limited to: New York City Department for the Aging (NYC Aging) NYC Building Department NYC Fire Department Other interested community groups and/or providers Ensure that all required licenses, operating certificates, etc., are current Planning and Development: Develop policies and procedures for the Center Review and revise policies and procedures as needed Coordinate planning and evaluation of the Center's goals and programs Coordinate fund-raising and public relations activities Additional Responsibilities: Collaborate with team to establish and maintain high level of care and respect for and communication with center participants. Work cooperatively with other staff members. Share information about participant progress, needs, and problems with appropriate staff. Attend training sessions and conferences as required for enhancement of job skills. Implement emergency procedures as necessary. Submit all required reports in a complete and timely manner. Assist with other duties as directed. Required Knowledge Skills & Abilities Emotionally, physically and mentally able to perform job responsibilities Able to work with staff and participants in a multi-cultural environment. Preferred: Bilingual English/Spanish Required and Preferred Education, Experience and Credentials Master's Degree in Social Work, Counseling, Psychology or Gerontology plus two years of older adult center experience with at least one year in a supervisory or administrative position OR a 4- year degree in Social Services, Gerontology or psychology and three years of older adult center experience with at least one year in a supervisory position in lieu of Master's degree. Credentials must be approved by the NYC Department for the Aging Physical Requirements Prolonged periods sitting at a desk and working on a computer. Must be able to lift or push up to 10 pounds at a time. Travel to different WSFSSH sites, as needed. Benefit Overview Westside Federation of Senior & Supportive Housing offers full-time employees a comprehensive choice of benefits that include Medical, Dental, Vision, 403 (B) retirement savings, Flexible Spending Accounts (FSA), Life & Disability, Short-term and Long- term Disability, Employee Assistance Program (EAP) commuter benefits and more Voluntary benefit options and Time Off that includes 11-12 paid Federal Holidays, accrued Vacation and Sick Time. EEO Policy or Statement WSFSSH is an Equal Employment Opportunity Employer (EEO); employment is based upon employees' qualifications without discrimination, on the basis of race, creed, color, national origin, religion, sex, age, disability, marital status, sexual orientation, military status, citizenship status, genetic predisposition or carrier status, or any other protected characteristic as established by law. Monday-Friday, 9am-5pm 35 Compensation details: 0 Yearly Salary PI3fca3-6124
12/01/2025
Full time
Job Type: Full-Time Position Type: Salary Reports to: Director of Clinical & Social Services Pay Rate: $65,000 -$79,500 FLSA: Exempt EEO: First/Mid-Level Officials & Managers Revised on: October 31, 2025 ABOUT US The West Side Federation for Senior and Supportive Housing, Inc. (WSFSSH) is a community-based organization responding to the need for low-cost housing. Our mission is to provide safe, affordable housing with supportive services within a residential setting that enhances the independence and dignity of each person. WSFSSH develops, manages, and provides social services in housing for low-income persons, especially those who are older, who have experienced homelessness and who live with mental illness. Job Summary Under the supervision of the Director of Clinical and Social Service, the Program Director will assure that appropriate facility, staff, programs, and services are available to Center participants Monday-Friday, with the goal of providing services and support to seniors in the Mott Haven community and other nearby neighborhoods. Please Note: This is a full-time position (5) days a week on-site. Candidate MUST have Older Adult Center Experience Job Duties & Responsibilities Responsibilities include but are not limited to: Supervision Partner with WSFSSH HR Department in recruiting, hiring, and training staff for the Center. Provide ongoing supervision to all staff, interns, students, consultants, and volunteers. Monitor and evaluate staff performance and take appropriate action as indicated. Services to Participants Responsible for outreach to potential participants. Establish 1:1 relationship with participants. Meet regularly with participants in groups and individually. Respond to grievances. Oversee the case assistance, and recreation/activity programing to assure participant needs are being met. Oversee the meal program to ensure compliance with nutrition standards, participant satisfaction, appealing presentation, and timeliness. Ensure that the appropriate amount of food is prepared for each meal. Crisis intervention as needed. Ensure that all participants and staff are treated with respect and dignity. Resource Allocation Staffing: Maintain staffing schedule to adequately service participants and meet all applicable NYC Aging, DOH and other regulatory requirements Equipment and Supplies: Implement and/or supervise ordering, repairs, and maintenance Financial: In conjunction with WSFSSH's accounting office, monitor budgets, spending and on-site financial record-keeping Building and Grounds: Monitor Center space to ensure it is inviting and accessible all participants. Monitor cleanliness, ensure timely repairs and schedule painting as needed Reporting/Liaison/Compliance: Serve as liaison with and ensure compliance to requirements of: Regulatory bodies, including but not limited to: New York City Department for the Aging (NYC Aging) NYC Building Department NYC Fire Department Other interested community groups and/or providers Ensure that all required licenses, operating certificates, etc., are current Planning and Development: Develop policies and procedures for the Center Review and revise policies and procedures as needed Coordinate planning and evaluation of the Center's goals and programs Coordinate fund-raising and public relations activities Additional Responsibilities: Collaborate with team to establish and maintain high level of care and respect for and communication with center participants. Work cooperatively with other staff members. Share information about participant progress, needs, and problems with appropriate staff. Attend training sessions and conferences as required for enhancement of job skills. Implement emergency procedures as necessary. Submit all required reports in a complete and timely manner. Assist with other duties as directed. Required Knowledge Skills & Abilities Emotionally, physically and mentally able to perform job responsibilities Able to work with staff and participants in a multi-cultural environment. Preferred: Bilingual English/Spanish Required and Preferred Education, Experience and Credentials Master's Degree in Social Work, Counseling, Psychology or Gerontology plus two years of older adult center experience with at least one year in a supervisory or administrative position OR a 4- year degree in Social Services, Gerontology or psychology and three years of older adult center experience with at least one year in a supervisory position in lieu of Master's degree. Credentials must be approved by the NYC Department for the Aging Physical Requirements Prolonged periods sitting at a desk and working on a computer. Must be able to lift or push up to 10 pounds at a time. Travel to different WSFSSH sites, as needed. Benefit Overview Westside Federation of Senior & Supportive Housing offers full-time employees a comprehensive choice of benefits that include Medical, Dental, Vision, 403 (B) retirement savings, Flexible Spending Accounts (FSA), Life & Disability, Short-term and Long- term Disability, Employee Assistance Program (EAP) commuter benefits and more Voluntary benefit options and Time Off that includes 11-12 paid Federal Holidays, accrued Vacation and Sick Time. EEO Policy or Statement WSFSSH is an Equal Employment Opportunity Employer (EEO); employment is based upon employees' qualifications without discrimination, on the basis of race, creed, color, national origin, religion, sex, age, disability, marital status, sexual orientation, military status, citizenship status, genetic predisposition or carrier status, or any other protected characteristic as established by law. Monday-Friday, 9am-5pm 35 Compensation details: 0 Yearly Salary PI3fca3-6124
How would you like to work in a place where your contributions and ideas are valued? A place where you can serve with compassion, pursue excellence and honor every voice? At Wellstar, our mission is simple, yet powerful: to enhance the health and well-being of every person we serve. We are proud to have become a shining example of what's possible when the brightest professionals dedicate themselves to making a difference in the healthcare industry, and in people's lives. Work Shift Job Summary: The Assistant Vice President (AVP) of Finance & Hospital Operations is based in Augusta, Georiga and functions as an on-site financial resource focusing on the fiscal responsibilities of the entity including, revenue growth and bottom line performance from the Hospital perspective. Coordinates with the on-site managers and directors in budget development by functioning in a lead capacity while complimenting the WellStar System Accounting and Finance departments, as well as Service Line leaders. Responsible for reviewing monthly cost center performance against budget. Working with cost center management, provide reasonable, rational explanations for variances. Demonstrate an inquisitive nature by analyzing and investigating operational performance on a prospective, rather than reactive, basis. Assist Hospital Administration and department managers with implementing corrective actions for unapproved budget variances. Responsible for reviewing and assisting Corporate Accounting with the monthly closing of the general ledger for the entity. Other fiscal responsibilities include the analysis and creation of business plans and pro formas for initiatives and endeavors taken by the hospital/entity. Included is the follow-up and review of actual performance to implemented business plans. Capital planning and management of the budgets/plans for capital projects for the hospital/entity will be the responsibility of the AVP Finance and Operations. Provides leadership and management for operational areas as assigned/designated. Responsible for the successful growth, financial, clinical quality, engagement and customer service performance of the Departments that report to the AVP Finance & Hospital Operations (to be specified by each entity/facility which departments are included but should include no less than 2 operational departments, either direct or matrix responsibility). Maintains positive interactions with employees, medical staff, patients and public. Participates as an active and supportive part of WellStar's Senior Leadership team in developing and implementing System strategic plans and initiatives. Provide financial education programs for facility management staff to ensure understanding and compliance with WellStar's stated budget and financial goals and objectives. Core Responsibilities and Essential Functions: Budget Development and Adherence a.Development of global statistics b.Assist on-site management in development of reasonable budgets both operating and capital c.Review and assist in development of monthly financial statements and to determine significant variances and means to correct d.Review monthly department budgets for expense management and opportunities for cost reductions Operations Department(s)s Oversight a.Provide leadership to assigned operational department as assigned in addendum b.Oversee Hospital Outpatient Department (HOD) operations as assigned in addendum, including regulatory and compliance leadership, in partnership with System-level resources c.Actively participate in system initiatives for assigned operational areas d.Develop leadership teams appropriate for department needs e.Review monthly department results to ensure consistent progress f.Provide feedback regarding department processes and procedures including maintaining awareness of changing regulatory and compliance requirements g.Develops and implements strategic plans and budgets; monitors performance to expectations h.Maintains expert knowledge of multiple regulatory and reimbursement structures Facility Strategic Leadership a.Maintains detailed knowledge of Hospital strategies and objectives; identifies opportunities for improvement and ensures Hospital initiatives are consistent with and contributing to System objectives. b.Maintains knowledge of healthcare environment both locally and nationally to identify opportunities and threats; communicates internally as appropriate and incorporates into planning process. c.Actively participates with the Operations Group, and other teams that support Hospital goal achievement. d.Provides communication and feedback to Leadership Team and direct reports. Revenue Generation and Valuation a.Review denied claims trends for facility and work with Revenue Management to examine ways to reduce b.Ensure adequate reserves for contractual allowances. Analyze percentage variances in net-to-gross by payor. Review bad debt trends. c.Review issues that may impact reimbursement in Managed Care contracts and Governmental Programs (Medicare, Medicaid, etc) Revenue Capture a.Work with Revenue Management to ensure charge-master accuracy. b.Work with Revenue Management, Patient Access Services, and cost center managers/directors to ensure optimal charge capture (including accuracy of patient type). c.Review daily revenue trends for facility cost centers and investigate significant variances New Program Development a.Provide financial support to the Directors responsible for Pro Formas for new programs. b.Focus on multi-departmental implications of new programs. c.Support CON development by acting as a liaison to the Director of Strategic Planning. d.Coordinate and direct new program and business plan development in adherence to policy and procedures e.Follow-up on actual performance for implemented business plans/ new programs Reporting and Analysis a.Direct the preparation of reports and the analytics of information as requested by Senior Leadership and others including the coordination of work with Decision Support and other depts/areas as needed (for strategic initiatives, performance improvement opportunities and other needs) b.Lead Financial Planning performance and work teams on initiatives and enhancements to processes and projects c.Provide direction, training and development opportunities to team members d.Remain flexible with other duties as assigned Performs other duties as assigned Complies with all Wellstar Health System policies, standards of work, and code of conduct. Required Minimum Education: Bachelors degree in Accounting, Finance or related field is required. Master's Degree is preferred. Required Minimum Experience: Minimum 10 years direct finance experience is required. Minimum 5 years in healthcare field is required. Minimum 7 years of progressive finance or accounting leadership experience is required. Experience in an integrated health system preferred with acute care operations. Required Minimum Skills: Progressive operational leadership exposure to demonstrate awareness of non-clinical department procedures and processes. Demonstrated impact on positive cash flow and cost reduction. Highly developed leadership and interpersonal skills; regulatory, reimbursement, financial analysis and business planning skills. Insert specialize healthcare accounting principles including reimbursements, indigent coverage, managed care contracts, etc. Join us and discover the support to do more meaningful work-and enjoy a more rewarding life. Connect with the most integrated health system in Georgia, and start a future that gives you more.
12/01/2025
Full time
How would you like to work in a place where your contributions and ideas are valued? A place where you can serve with compassion, pursue excellence and honor every voice? At Wellstar, our mission is simple, yet powerful: to enhance the health and well-being of every person we serve. We are proud to have become a shining example of what's possible when the brightest professionals dedicate themselves to making a difference in the healthcare industry, and in people's lives. Work Shift Job Summary: The Assistant Vice President (AVP) of Finance & Hospital Operations is based in Augusta, Georiga and functions as an on-site financial resource focusing on the fiscal responsibilities of the entity including, revenue growth and bottom line performance from the Hospital perspective. Coordinates with the on-site managers and directors in budget development by functioning in a lead capacity while complimenting the WellStar System Accounting and Finance departments, as well as Service Line leaders. Responsible for reviewing monthly cost center performance against budget. Working with cost center management, provide reasonable, rational explanations for variances. Demonstrate an inquisitive nature by analyzing and investigating operational performance on a prospective, rather than reactive, basis. Assist Hospital Administration and department managers with implementing corrective actions for unapproved budget variances. Responsible for reviewing and assisting Corporate Accounting with the monthly closing of the general ledger for the entity. Other fiscal responsibilities include the analysis and creation of business plans and pro formas for initiatives and endeavors taken by the hospital/entity. Included is the follow-up and review of actual performance to implemented business plans. Capital planning and management of the budgets/plans for capital projects for the hospital/entity will be the responsibility of the AVP Finance and Operations. Provides leadership and management for operational areas as assigned/designated. Responsible for the successful growth, financial, clinical quality, engagement and customer service performance of the Departments that report to the AVP Finance & Hospital Operations (to be specified by each entity/facility which departments are included but should include no less than 2 operational departments, either direct or matrix responsibility). Maintains positive interactions with employees, medical staff, patients and public. Participates as an active and supportive part of WellStar's Senior Leadership team in developing and implementing System strategic plans and initiatives. Provide financial education programs for facility management staff to ensure understanding and compliance with WellStar's stated budget and financial goals and objectives. Core Responsibilities and Essential Functions: Budget Development and Adherence a.Development of global statistics b.Assist on-site management in development of reasonable budgets both operating and capital c.Review and assist in development of monthly financial statements and to determine significant variances and means to correct d.Review monthly department budgets for expense management and opportunities for cost reductions Operations Department(s)s Oversight a.Provide leadership to assigned operational department as assigned in addendum b.Oversee Hospital Outpatient Department (HOD) operations as assigned in addendum, including regulatory and compliance leadership, in partnership with System-level resources c.Actively participate in system initiatives for assigned operational areas d.Develop leadership teams appropriate for department needs e.Review monthly department results to ensure consistent progress f.Provide feedback regarding department processes and procedures including maintaining awareness of changing regulatory and compliance requirements g.Develops and implements strategic plans and budgets; monitors performance to expectations h.Maintains expert knowledge of multiple regulatory and reimbursement structures Facility Strategic Leadership a.Maintains detailed knowledge of Hospital strategies and objectives; identifies opportunities for improvement and ensures Hospital initiatives are consistent with and contributing to System objectives. b.Maintains knowledge of healthcare environment both locally and nationally to identify opportunities and threats; communicates internally as appropriate and incorporates into planning process. c.Actively participates with the Operations Group, and other teams that support Hospital goal achievement. d.Provides communication and feedback to Leadership Team and direct reports. Revenue Generation and Valuation a.Review denied claims trends for facility and work with Revenue Management to examine ways to reduce b.Ensure adequate reserves for contractual allowances. Analyze percentage variances in net-to-gross by payor. Review bad debt trends. c.Review issues that may impact reimbursement in Managed Care contracts and Governmental Programs (Medicare, Medicaid, etc) Revenue Capture a.Work with Revenue Management to ensure charge-master accuracy. b.Work with Revenue Management, Patient Access Services, and cost center managers/directors to ensure optimal charge capture (including accuracy of patient type). c.Review daily revenue trends for facility cost centers and investigate significant variances New Program Development a.Provide financial support to the Directors responsible for Pro Formas for new programs. b.Focus on multi-departmental implications of new programs. c.Support CON development by acting as a liaison to the Director of Strategic Planning. d.Coordinate and direct new program and business plan development in adherence to policy and procedures e.Follow-up on actual performance for implemented business plans/ new programs Reporting and Analysis a.Direct the preparation of reports and the analytics of information as requested by Senior Leadership and others including the coordination of work with Decision Support and other depts/areas as needed (for strategic initiatives, performance improvement opportunities and other needs) b.Lead Financial Planning performance and work teams on initiatives and enhancements to processes and projects c.Provide direction, training and development opportunities to team members d.Remain flexible with other duties as assigned Performs other duties as assigned Complies with all Wellstar Health System policies, standards of work, and code of conduct. Required Minimum Education: Bachelors degree in Accounting, Finance or related field is required. Master's Degree is preferred. Required Minimum Experience: Minimum 10 years direct finance experience is required. Minimum 5 years in healthcare field is required. Minimum 7 years of progressive finance or accounting leadership experience is required. Experience in an integrated health system preferred with acute care operations. Required Minimum Skills: Progressive operational leadership exposure to demonstrate awareness of non-clinical department procedures and processes. Demonstrated impact on positive cash flow and cost reduction. Highly developed leadership and interpersonal skills; regulatory, reimbursement, financial analysis and business planning skills. Insert specialize healthcare accounting principles including reimbursements, indigent coverage, managed care contracts, etc. Join us and discover the support to do more meaningful work-and enjoy a more rewarding life. Connect with the most integrated health system in Georgia, and start a future that gives you more.
Description: ABOUT THE POSITION: The Urban Dove Team Charter seeks a Business Manager to oversee the day-to-day accounting operations, purchasing, ensuring accurate timely, and compliant financial records for a nonprofit organization. The role posts journal entries, performs credit card and bank reconciliations, manages the procurements, and tracks government grant expenditures in accordance with GAAP and Uniform Guidance (2 CFR Part 200). ABOUT THE ORGANIZATION: The Central Office is the non-profit entity that manages the Urban Dove Charter Schools. The CMO provides a wide range of services-including back office functions, accounting, hiring, professional development, data analysis, public relations, advocacy, and more. The CMO is also responsible for providing support structures for the schools and ensuring proper replication of the model as the organization expands. CORE RESPONSIBILITIES: Maintains and balances our automated accounting platform. Ensure compliance with laws, regulations, and GAAP. Ensure all accounting transactions are accounted for following GAAP standards. Oversee purchasing process (requisitions, Pos, vendor onboarding, W-9 collection), ensure policy compliance, and supervise invoice processing and payments. Complete and review monthly credit card reconciliations (ensure receipts, coding, approvals) and bank reconciliations for all accounts. Prepare journal entries to make corrections, allocations and accrue expenses. Maintain schedules, record depreciation/amortization, and manage capitalization and prepaid expenses. Track and report government grant expenditures by fund or cost center; monitor budget vs. actuals, prepare FS25 drawdowns and maintain documentation to meet federal, state and city requirements. Analyze variances to budget and report or correct discrepancies. Perform quarterly payroll reconciliation to ensure accurate reporting with tax agencies. Assist with monthly financial statements, grant reports and board packages; analyze variances and recommend corrective actions. Support the annual financial audit; prepare audit ready schedules and ensure adherence to inter controls and fiscal policies. Collaborate closely with the Senior Director of Finance and work with other directors as needed. Work on ad hoc projects. Requirements: Bachelor's degree in Accounting or Finance; Master's preferred. Minium 7 years of nonprofit accounting experience with hands-on general ledger, grants management and month-end close Skilled with various accounting platforms and experience in troubleshooting synching issues with accounting platforms. Prior leadership or mentoring of junior accountants. Skilled in accounting software, especially organization-specific platforms. Strong Excel and MS Office skills. Comprehensive understanding of GAAP for nonprofits and Uniform Guidance (2 CFR 200) cost principles. Awareness of federal, state, and local tax regulations. Familiarity with audit processes. Analytical with problem-solving capabilities. Clear written and verbal communication. Detail-oriented, accurate, and able to multitask. Collaborative team player. Experience collaborating with the Leadership and leading or guiding a team. OUR MISSION: Urban Dove engages, educates, and empowers over-age high school students through sports, team dynamics, and mentoring. With our core values of Teamwork, Leadership, and Communication, we mold students into confident young adults primed to unlock their utmost potential. OUR VISION: We aspire for a world where all children are equipped with vital skills through high-caliber education, paving their path to becoming self-reliant adults capable of fostering a just and equitable society. EEOC Urban Dove provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 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. Compensation details: 0 Yearly Salary PI0f80c681b5c4-4971
12/01/2025
Full time
Description: ABOUT THE POSITION: The Urban Dove Team Charter seeks a Business Manager to oversee the day-to-day accounting operations, purchasing, ensuring accurate timely, and compliant financial records for a nonprofit organization. The role posts journal entries, performs credit card and bank reconciliations, manages the procurements, and tracks government grant expenditures in accordance with GAAP and Uniform Guidance (2 CFR Part 200). ABOUT THE ORGANIZATION: The Central Office is the non-profit entity that manages the Urban Dove Charter Schools. The CMO provides a wide range of services-including back office functions, accounting, hiring, professional development, data analysis, public relations, advocacy, and more. The CMO is also responsible for providing support structures for the schools and ensuring proper replication of the model as the organization expands. CORE RESPONSIBILITIES: Maintains and balances our automated accounting platform. Ensure compliance with laws, regulations, and GAAP. Ensure all accounting transactions are accounted for following GAAP standards. Oversee purchasing process (requisitions, Pos, vendor onboarding, W-9 collection), ensure policy compliance, and supervise invoice processing and payments. Complete and review monthly credit card reconciliations (ensure receipts, coding, approvals) and bank reconciliations for all accounts. Prepare journal entries to make corrections, allocations and accrue expenses. Maintain schedules, record depreciation/amortization, and manage capitalization and prepaid expenses. Track and report government grant expenditures by fund or cost center; monitor budget vs. actuals, prepare FS25 drawdowns and maintain documentation to meet federal, state and city requirements. Analyze variances to budget and report or correct discrepancies. Perform quarterly payroll reconciliation to ensure accurate reporting with tax agencies. Assist with monthly financial statements, grant reports and board packages; analyze variances and recommend corrective actions. Support the annual financial audit; prepare audit ready schedules and ensure adherence to inter controls and fiscal policies. Collaborate closely with the Senior Director of Finance and work with other directors as needed. Work on ad hoc projects. Requirements: Bachelor's degree in Accounting or Finance; Master's preferred. Minium 7 years of nonprofit accounting experience with hands-on general ledger, grants management and month-end close Skilled with various accounting platforms and experience in troubleshooting synching issues with accounting platforms. Prior leadership or mentoring of junior accountants. Skilled in accounting software, especially organization-specific platforms. Strong Excel and MS Office skills. Comprehensive understanding of GAAP for nonprofits and Uniform Guidance (2 CFR 200) cost principles. Awareness of federal, state, and local tax regulations. Familiarity with audit processes. Analytical with problem-solving capabilities. Clear written and verbal communication. Detail-oriented, accurate, and able to multitask. Collaborative team player. Experience collaborating with the Leadership and leading or guiding a team. OUR MISSION: Urban Dove engages, educates, and empowers over-age high school students through sports, team dynamics, and mentoring. With our core values of Teamwork, Leadership, and Communication, we mold students into confident young adults primed to unlock their utmost potential. OUR VISION: We aspire for a world where all children are equipped with vital skills through high-caliber education, paving their path to becoming self-reliant adults capable of fostering a just and equitable society. EEOC Urban Dove provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 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. Compensation details: 0 Yearly Salary PI0f80c681b5c4-4971
Description: Commercial and Residential Management Group (CRMG) is in search of a seasoned Senior Affordable Portfolio Manager to provide strategic leadership. This is a high-impact role ideal for a results-driven professional with deep experience in asset and property management, compliance, and client relations within the affordable housing sector. As the Senior Affordable Portfolio Manager, you will assume full accountability for the performance and operational excellence of a diverse portfolio that includes, but is not limited to, New Columbia Apartments consisting of LIHTC, PBV, and RAD units on 87 acres with a staff of 14+ members. Your leadership will be instrumental in driving profitability, optimizing occupancy, ensuring compliance, and delivering exceptional resident experiences. You will serve as the primary liaison for ownership groups, offering strategic insights, performance reporting, and partnership management. We are seeking to hire a strategic leader with a proven track record in affordable housing portfolio management. You bring a balance of operational discipline and people-focused leadership, with a strong understanding of regulatory frameworks and compliance complexities. This is an excellent opportunity to share your expertise and mentor emerging portfolio managers. Annual Salary (Exempt): $95,000 - $110,000 (DOE) Office Hours : Monday to Friday, 8:30am to 5:00pm Work Location: 1800 SW First Ave, Suite 220, Portland, OR 97201 (Downtown Portland) Additional Compensation: $75.00 monthly cell phone stipend and mileage reimbursement Benefits for the Senior Affordable Portfolio Manager Medical/Dental/Vision Insurance (Eligible first of the month after 30 days of employment). Employer-paid Life Insurance Employee Paid Voluntary Insurance options Flexible Spending Medical/Dependent Care Savings Account. 401(k) program with an employer match (Eligible first of the month after 90 days of employment). Employee Assistance Program (Available to use on your first day!) Paid Sick Time, Paid Vacation, Ten (10) paid Holidays (including a floating holiday) and your birthday off! A skills assessment will be requested after the preliminary interview. A pre-employment background check is required on all final candidates Requirements: Qualifications for the Senior Affordable Portfolio Manager Minimum 5+ years of progressive experience in affordable housing portfolio management (HUD and LIHTC), including supervisory and portfolio-level responsibilities. Previous experience working in a fee-based management position is highly preferred. An entrepreneurial mindset, self-motivation, and confidence to establish strong professional relationships. Highly developed communication skills and the ability to work with people from diverse backgrounds. Subject matter expert (SME) knowledge of Landlord/Tenant law in Oregon and Washington including Fair Housing laws, and advanced knowledge of state and federal labor laws and safety protocols. Exceptional organizational skills and attention to detail, and able to thrive on providing the best financial and accounting reports and analytics. Enthusiasm to learn new software and technology; Yardi experience is a plus. Reliable transportation to travel between properties, with a current driver's license, a clean driving record, and auto insurance. About Us Income Property Management (IPM) recently acquired C&R Management Group, reshaping the long-standing history of both companies into Commercial and Residential Management Group (CRMG). This strategic alliance allows us substantially greater purchasing power with our vendors and suppliers. It also enables us to attract skilled, talented employees seeking a career with a successful and stable organization. We offer those associates a variety of opportunities for growth. Through training and experience, these employees grow with us over time, as many already have, to be excellent property management professionals - the lifeblood of any successful, professional property management organization. EEO Statement CRMG provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. 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. This employer participates in E-Verify. For more information: E-Verify Participation / Right to Work PM21 Compensation details: 00 Yearly Salary PI6129bad96e15-7743
12/01/2025
Full time
Description: Commercial and Residential Management Group (CRMG) is in search of a seasoned Senior Affordable Portfolio Manager to provide strategic leadership. This is a high-impact role ideal for a results-driven professional with deep experience in asset and property management, compliance, and client relations within the affordable housing sector. As the Senior Affordable Portfolio Manager, you will assume full accountability for the performance and operational excellence of a diverse portfolio that includes, but is not limited to, New Columbia Apartments consisting of LIHTC, PBV, and RAD units on 87 acres with a staff of 14+ members. Your leadership will be instrumental in driving profitability, optimizing occupancy, ensuring compliance, and delivering exceptional resident experiences. You will serve as the primary liaison for ownership groups, offering strategic insights, performance reporting, and partnership management. We are seeking to hire a strategic leader with a proven track record in affordable housing portfolio management. You bring a balance of operational discipline and people-focused leadership, with a strong understanding of regulatory frameworks and compliance complexities. This is an excellent opportunity to share your expertise and mentor emerging portfolio managers. Annual Salary (Exempt): $95,000 - $110,000 (DOE) Office Hours : Monday to Friday, 8:30am to 5:00pm Work Location: 1800 SW First Ave, Suite 220, Portland, OR 97201 (Downtown Portland) Additional Compensation: $75.00 monthly cell phone stipend and mileage reimbursement Benefits for the Senior Affordable Portfolio Manager Medical/Dental/Vision Insurance (Eligible first of the month after 30 days of employment). Employer-paid Life Insurance Employee Paid Voluntary Insurance options Flexible Spending Medical/Dependent Care Savings Account. 401(k) program with an employer match (Eligible first of the month after 90 days of employment). Employee Assistance Program (Available to use on your first day!) Paid Sick Time, Paid Vacation, Ten (10) paid Holidays (including a floating holiday) and your birthday off! A skills assessment will be requested after the preliminary interview. A pre-employment background check is required on all final candidates Requirements: Qualifications for the Senior Affordable Portfolio Manager Minimum 5+ years of progressive experience in affordable housing portfolio management (HUD and LIHTC), including supervisory and portfolio-level responsibilities. Previous experience working in a fee-based management position is highly preferred. An entrepreneurial mindset, self-motivation, and confidence to establish strong professional relationships. Highly developed communication skills and the ability to work with people from diverse backgrounds. Subject matter expert (SME) knowledge of Landlord/Tenant law in Oregon and Washington including Fair Housing laws, and advanced knowledge of state and federal labor laws and safety protocols. Exceptional organizational skills and attention to detail, and able to thrive on providing the best financial and accounting reports and analytics. Enthusiasm to learn new software and technology; Yardi experience is a plus. Reliable transportation to travel between properties, with a current driver's license, a clean driving record, and auto insurance. About Us Income Property Management (IPM) recently acquired C&R Management Group, reshaping the long-standing history of both companies into Commercial and Residential Management Group (CRMG). This strategic alliance allows us substantially greater purchasing power with our vendors and suppliers. It also enables us to attract skilled, talented employees seeking a career with a successful and stable organization. We offer those associates a variety of opportunities for growth. Through training and experience, these employees grow with us over time, as many already have, to be excellent property management professionals - the lifeblood of any successful, professional property management organization. EEO Statement CRMG provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. 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. This employer participates in E-Verify. For more information: E-Verify Participation / Right to Work PM21 Compensation details: 00 Yearly Salary PI6129bad96e15-7743
