Project Officer II / III US-NY-Long Island City Job ID: Type: Regular Full-Time # of Openings: 2 Category: Construction Management The LiRo Group Overview We have an immediate need for a Project Officer II & III for our NYC locations. Come join our team! We are looking to build services and capabilities through the growth of our key asset- our staff. Ranked among the nation's top A/E firms by Engineering News-Record, LiRo-Hill provides construction management, engineering, environmental, architectural, and program management solutions. You can become part of an organization that has a strong track record and is looking to strengthen relationships and capabilities to continue being a trusted resource for our clients in the public and private sector. We are proud to be known as an "Integrated Construction, Design and Technology Solutions" firm and we have delivered on that label time and again. Recently, Global Infrastructure Solutions Inc. (GISI), the parent company of The LiRo Group and Hill International, Inc. consolidated a portion of the highly experienced staff of both LiRo and Hill in the Northeast to create a larger, more efficient, and cost-effective team to serve clients. LiRo-Hill is a 1100-person firm with offices in NYC, Long Island, Buffalo, Rochester, Boston and Metro Park, NJ. Responsibilities Provide the administration and coordination of activities for the design and construction of the more complex and/or highly visible construction and modernization projects under the guidance of a senior level Project Officer Ensure the quality and high standards of performance and compliance in both design and construction by all consultants, vendors, etc. Make decisions and act in a timely manner to expedite the timely completion of the construction process. Correct mistakes and errors in design and construction before they can be extensively incorporated into the project or as early in the construction process as possible. Work with architect/engineer of record regarding change orders, interpretation of contract documents, shop drawing submittals/approvals and other technical matters as required to ensure a structurally sound, code compliant and aesthetic facility. Participate in the development and issuance of project procedures and policies; review and make recommendations on company wide policies and procedures. Provide ongoing interface with contractors, construction managers, local school personnel and Senior Project Officers on project issues; routinely interact with senior managers on such matters Make decisions on phasing and scheduling of projects. Prepare and/or ensure preparation of schedules for planning, design and construction. Monitor schedules and take appropriate actions to ensure that project is completed on schedule and within approved cost limitations. Qualifications Must have: Bachelor's degree in construction management, Engineering or Architecture 5 years of full time, progressively responsible work as a technical specialist in one or more construction and design related fields; 2 years must involve managing all phases of construction work on a scale an scope similar to education building projects A valid NYS Drivers License A satisfactory combination of education and experience Ability to multi-task on several projects at once We are committed to your success, and we invest in your growth and development to unlock your full potential. Competitive Total Compensation Package Employee- Only Stock Purchase Plan Mentoring programs Continuing Education Program Employee referral bonus Volunteer/Industry association opportunities Our Culture: We believe in the power of collaboration. We work hard to build a corporate culture that empowers all our employees to freely share their ideas, know their presence, and contributions are truly valued, fostering a climate where our employees are enabled to maximize their full potential. -We offer a comprehensive benefits package and a positive work environment -Compensation: Minimum: $100,000 Maximum: $139,000. The range provided is the salary that the Firm in good faith believes at the time of this posting is willing to pay for the advertised position. Exact compensation will be determined on the individual candidates' qualifications and location. - The selected candidate must be authorized to work in the United States; Visa sponsorship is not available for this role. LiRo-Hill is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, creed, religion, national origin, ancestry, marital status, sex, affectional or sexual orientation, gender identity or expression, or protected veteran status; and will not be discriminated against on the basis of disability. - Please visit our website for all of our career opportunities at PIbbf3578d18fa-9883
10/25/2025
Full time
Project Officer II / III US-NY-Long Island City Job ID: Type: Regular Full-Time # of Openings: 2 Category: Construction Management The LiRo Group Overview We have an immediate need for a Project Officer II & III for our NYC locations. Come join our team! We are looking to build services and capabilities through the growth of our key asset- our staff. Ranked among the nation's top A/E firms by Engineering News-Record, LiRo-Hill provides construction management, engineering, environmental, architectural, and program management solutions. You can become part of an organization that has a strong track record and is looking to strengthen relationships and capabilities to continue being a trusted resource for our clients in the public and private sector. We are proud to be known as an "Integrated Construction, Design and Technology Solutions" firm and we have delivered on that label time and again. Recently, Global Infrastructure Solutions Inc. (GISI), the parent company of The LiRo Group and Hill International, Inc. consolidated a portion of the highly experienced staff of both LiRo and Hill in the Northeast to create a larger, more efficient, and cost-effective team to serve clients. LiRo-Hill is a 1100-person firm with offices in NYC, Long Island, Buffalo, Rochester, Boston and Metro Park, NJ. Responsibilities Provide the administration and coordination of activities for the design and construction of the more complex and/or highly visible construction and modernization projects under the guidance of a senior level Project Officer Ensure the quality and high standards of performance and compliance in both design and construction by all consultants, vendors, etc. Make decisions and act in a timely manner to expedite the timely completion of the construction process. Correct mistakes and errors in design and construction before they can be extensively incorporated into the project or as early in the construction process as possible. Work with architect/engineer of record regarding change orders, interpretation of contract documents, shop drawing submittals/approvals and other technical matters as required to ensure a structurally sound, code compliant and aesthetic facility. Participate in the development and issuance of project procedures and policies; review and make recommendations on company wide policies and procedures. Provide ongoing interface with contractors, construction managers, local school personnel and Senior Project Officers on project issues; routinely interact with senior managers on such matters Make decisions on phasing and scheduling of projects. Prepare and/or ensure preparation of schedules for planning, design and construction. Monitor schedules and take appropriate actions to ensure that project is completed on schedule and within approved cost limitations. Qualifications Must have: Bachelor's degree in construction management, Engineering or Architecture 5 years of full time, progressively responsible work as a technical specialist in one or more construction and design related fields; 2 years must involve managing all phases of construction work on a scale an scope similar to education building projects A valid NYS Drivers License A satisfactory combination of education and experience Ability to multi-task on several projects at once We are committed to your success, and we invest in your growth and development to unlock your full potential. Competitive Total Compensation Package Employee- Only Stock Purchase Plan Mentoring programs Continuing Education Program Employee referral bonus Volunteer/Industry association opportunities Our Culture: We believe in the power of collaboration. We work hard to build a corporate culture that empowers all our employees to freely share their ideas, know their presence, and contributions are truly valued, fostering a climate where our employees are enabled to maximize their full potential. -We offer a comprehensive benefits package and a positive work environment -Compensation: Minimum: $100,000 Maximum: $139,000. The range provided is the salary that the Firm in good faith believes at the time of this posting is willing to pay for the advertised position. Exact compensation will be determined on the individual candidates' qualifications and location. - The selected candidate must be authorized to work in the United States; Visa sponsorship is not available for this role. LiRo-Hill is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, creed, religion, national origin, ancestry, marital status, sex, affectional or sexual orientation, gender identity or expression, or protected veteran status; and will not be discriminated against on the basis of disability. - Please visit our website for all of our career opportunities at PIbbf3578d18fa-9883
Northeast Wisconsin Technical College
Green Bay, Wisconsin
Northeast Wisconsin Technical College is a nationally recognized and locally trusted college dedicated to advancing the success of all students and economic vitality of the communities we serve through access, high-quality education, and strategic partnerships. The community that we serve is home to people with a rich range of backgrounds and experiences. We are committed to supporting an environment where all students and employees thrive and succeed. We believe every team member enriches our organization with unique skills, perspectives, and solutions. We seek applicants who are motivated and equipped to support all students, to work effectively with colleagues from a range of backgrounds, and to build the vibrancy of our community. You belong here. See why you will love working at NWTC. Department: Public Safety Reports To: Associate Dean LOCATION: District Wide - Position requires availability to instruct on campus and in flexible delivery modes. Courses are delivered in a variety of formats. To learn more, click HERE . SCHEDULE: Hours vary and can include day, evening, and weekend classes. Please indicate your availability on your resume/cover letter. SALARY: $45.00 per class hour contracted POSITION SUMMARY Northeast Wisconsin Technical College is an innovative leading-edge college dedicated to student success. Part-Time faculty are an integral part of the College's staff, helping us provide all learners with the highest quality learning opportunities when, where and how they want it. Upon successful submission of your application, you will be considered for future part-time faculty opportunities. NWTC will keep your application in our files as a POTENTIAL candidate who could possibly fill a position when or if the need arises. ESSENTIAL FUNCTIONS Responsible for planning, preparing, and delivering instruction and assessment of learning outcomes. Utilize engaging instructional strategies and methodologies which foster student success both in and outside of the classroom. Maintain accurate student records and communication. Advise and support students as a mentor and role model in the achievement of their learning and career goals. This includes being accessible to students outside of scheduled classroom time. Provide educational leadership and work effectively with faculty, administration, and campus support staff. Maintain Faculty Quality Assurance System requirements and licensure required by other agencies to maintain individual and program accreditation. Comply with College policies and practices related to instruction, assessment, and delivery. Additional duties and responsibilities will be discussed as needs arise. Additional Duties and Responsibilities: Develops and delivers didactic/lecture and practical skills training in the core content of the Wisconsin-approved Fire Medic AAS degree, Fire Protection Technician AAS degree and Fire Science Technical Diploma programs at NWTC. Delivers didactic/lecture and practical skills training in all other Wisconsin-aligned fire-related courses. Coordinates all aspects of the Fire Science Technical Diploma program and other fire-related training. Develops fire-related training utilizing fire-specific resources provided by NWTC including but not limited to fire apparatus/pumper, the NWTC Burn Tower and other firefighting appliances/equipment. Instructs in the following fire-related topic areas: fire apparatus driver/operator, firefighting principles, fire protection hydraulics, principles of emergency services, hazardous materials, fire department management, fire detection/suppression systems, fire inspection, fire investigation, fire prevention, pre-fire planning. Coordinates/supports all members of the NWTC fire adjunct faculty in the delivery of fire-related training. Works closely with local fire departments to coordinate all aspects of the fire internship program. MINIMUM QUALIFICATIONS AND WORK EXPERIENCE Associate degree in an appropriate field (Fire Protection, Fire Science, Fire Suppression, Fire Technology, or other fire-related educational background) and three (3) years of experience in professional firefighting or fire ground operations. At a minimum, occupational experience has to have occurred at least 1 year within the last 5 years. Certification in Emergency Services Instructor I is required, Emergency Services Instructor II preferred Firefighter 1, Firefighter 2, Driver Operator Pumper, Fire Officer 1 certifications required. Class B CDL required. Class A CDL preferred. Ability to work non-standard hours including evening and weekend hours. Must hold a valid driver's license and be insurable under the districts standard insurance policy terms. Employment is conditional on the completion of a background check and drug test with acceptable results. Preferred Qualifications: Previous teaching experience with adult learners is preferred Skills and Abilities: Student Success: Demonstrate behaviors and actions that support student recruitment, retention, and student success initiatives. Values: Demonstrate behaviors and action that support the College's values Collaboration: Demonstrate behaviors and actions that create respectful environments and services for all, and the ability to work effectively across differences in background and experience. PHYSICAL DEMANDS Mobility: Ability to move around the campus to attend meetings and events. In addition, must be able to work in, on, around, over and under fixed equipment and machinery. May be required to work from lifts, ladders, and scaffolding. Manual Dexterity: Proficiency in using hands and fingers to handle or operate office equipment, tools, controls, and/or heavy equipment and machinery. Capability to push, pull, and/or maneuver equipment as needed. PPE: To wear and work in personnel protective equipment as needed. Heavy Lifting: Capability to lift and carry up to 50 pounds regularly, and occasionally up to 100 pounds with assistance. Visual and Auditory: Ability to read documents and communicate effectively with students and staff. Reasonable Accommodations Statement To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. We strive to accommodate any individual who requires adjustments to ensure a fair and equal employment process. If you require specific accommodations during the application and/or screening process due to a disability or other reasons, please contact Talent and Culture at or . Northeast Wisconsin Technical College does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Talent and Culture. NWTC does not discriminate on the basis of political affiliation, age, race, creed, marital status, color, religion, national origin, disability, veteran status, sex, sexual orientation, gender, genetic testing or other applicable legislated categories. Inquiries regarding the College's nondiscrimination policies may be directed to the Associate Vice President of Student Affairs at or .
10/23/2025
Full time
Northeast Wisconsin Technical College is a nationally recognized and locally trusted college dedicated to advancing the success of all students and economic vitality of the communities we serve through access, high-quality education, and strategic partnerships. The community that we serve is home to people with a rich range of backgrounds and experiences. We are committed to supporting an environment where all students and employees thrive and succeed. We believe every team member enriches our organization with unique skills, perspectives, and solutions. We seek applicants who are motivated and equipped to support all students, to work effectively with colleagues from a range of backgrounds, and to build the vibrancy of our community. You belong here. See why you will love working at NWTC. Department: Public Safety Reports To: Associate Dean LOCATION: District Wide - Position requires availability to instruct on campus and in flexible delivery modes. Courses are delivered in a variety of formats. To learn more, click HERE . SCHEDULE: Hours vary and can include day, evening, and weekend classes. Please indicate your availability on your resume/cover letter. SALARY: $45.00 per class hour contracted POSITION SUMMARY Northeast Wisconsin Technical College is an innovative leading-edge college dedicated to student success. Part-Time faculty are an integral part of the College's staff, helping us provide all learners with the highest quality learning opportunities when, where and how they want it. Upon successful submission of your application, you will be considered for future part-time faculty opportunities. NWTC will keep your application in our files as a POTENTIAL candidate who could possibly fill a position when or if the need arises. ESSENTIAL FUNCTIONS Responsible for planning, preparing, and delivering instruction and assessment of learning outcomes. Utilize engaging instructional strategies and methodologies which foster student success both in and outside of the classroom. Maintain accurate student records and communication. Advise and support students as a mentor and role model in the achievement of their learning and career goals. This includes being accessible to students outside of scheduled classroom time. Provide educational leadership and work effectively with faculty, administration, and campus support staff. Maintain Faculty Quality Assurance System requirements and licensure required by other agencies to maintain individual and program accreditation. Comply with College policies and practices related to instruction, assessment, and delivery. Additional duties and responsibilities will be discussed as needs arise. Additional Duties and Responsibilities: Develops and delivers didactic/lecture and practical skills training in the core content of the Wisconsin-approved Fire Medic AAS degree, Fire Protection Technician AAS degree and Fire Science Technical Diploma programs at NWTC. Delivers didactic/lecture and practical skills training in all other Wisconsin-aligned fire-related courses. Coordinates all aspects of the Fire Science Technical Diploma program and other fire-related training. Develops fire-related training utilizing fire-specific resources provided by NWTC including but not limited to fire apparatus/pumper, the NWTC Burn Tower and other firefighting appliances/equipment. Instructs in the following fire-related topic areas: fire apparatus driver/operator, firefighting principles, fire protection hydraulics, principles of emergency services, hazardous materials, fire department management, fire detection/suppression systems, fire inspection, fire investigation, fire prevention, pre-fire planning. Coordinates/supports all members of the NWTC fire adjunct faculty in the delivery of fire-related training. Works closely with local fire departments to coordinate all aspects of the fire internship program. MINIMUM QUALIFICATIONS AND WORK EXPERIENCE Associate degree in an appropriate field (Fire Protection, Fire Science, Fire Suppression, Fire Technology, or other fire-related educational background) and three (3) years of experience in professional firefighting or fire ground operations. At a minimum, occupational experience has to have occurred at least 1 year within the last 5 years. Certification in Emergency Services Instructor I is required, Emergency Services Instructor II preferred Firefighter 1, Firefighter 2, Driver Operator Pumper, Fire Officer 1 certifications required. Class B CDL required. Class A CDL preferred. Ability to work non-standard hours including evening and weekend hours. Must hold a valid driver's license and be insurable under the districts standard insurance policy terms. Employment is conditional on the completion of a background check and drug test with acceptable results. Preferred Qualifications: Previous teaching experience with adult learners is preferred Skills and Abilities: Student Success: Demonstrate behaviors and actions that support student recruitment, retention, and student success initiatives. Values: Demonstrate behaviors and action that support the College's values Collaboration: Demonstrate behaviors and actions that create respectful environments and services for all, and the ability to work effectively across differences in background and experience. PHYSICAL DEMANDS Mobility: Ability to move around the campus to attend meetings and events. In addition, must be able to work in, on, around, over and under fixed equipment and machinery. May be required to work from lifts, ladders, and scaffolding. Manual Dexterity: Proficiency in using hands and fingers to handle or operate office equipment, tools, controls, and/or heavy equipment and machinery. Capability to push, pull, and/or maneuver equipment as needed. PPE: To wear and work in personnel protective equipment as needed. Heavy Lifting: Capability to lift and carry up to 50 pounds regularly, and occasionally up to 100 pounds with assistance. Visual and Auditory: Ability to read documents and communicate effectively with students and staff. Reasonable Accommodations Statement To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. We strive to accommodate any individual who requires adjustments to ensure a fair and equal employment process. If you require specific accommodations during the application and/or screening process due to a disability or other reasons, please contact Talent and Culture at or . Northeast Wisconsin Technical College does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Talent and Culture. NWTC does not discriminate on the basis of political affiliation, age, race, creed, marital status, color, religion, national origin, disability, veteran status, sex, sexual orientation, gender, genetic testing or other applicable legislated categories. Inquiries regarding the College's nondiscrimination policies may be directed to the Associate Vice President of Student Affairs at or .
Security Sensitive Position?: Yes Hours of Work: 8:00 AM - 5:00 PM M-F Posting Number: TSU203195 Official TSU Title: Director of Accounting & Controller, Texas Southern University Foundation Grant Title: N/A Job Description Summary / TWC Summary: Under the supervision of the Executive Director, the Director of Accounting & Controller leads and directs the accounting and financial reporting activities for the Texas Southern University Foundation. The Director is responsible for the general ledger, revenue, billing, accounting, accounts payable, accounts receivable, audits and external financial reporting. The Director has functional responsibility for maintaining the organization's accounting policies, procedures, and financial controls. As the chief financial officer, the Director is responsible for supervising accounting staff and works very closely with the Executive Director to support presentations and other reports to the Foundation's Board of Trustees. This position is an on-site assignment based in Houston, Texas. Essential Duties Summary: Directs all operational accounting activities for the TSU Foundation, including but not limited to: general ledger, financial close, cash and banking, expense and revenue accounting, billing, accounts payable and receivable, payroll allocations, grant and other expense reporting. Ensures accurate and timely processing of the functions listed above. Directs external financial reporting activities and ensure accurate and timely dissemination of financial reports, including but not limited to: quarterly financial statements, Form 990, Single Audit (where applicable), and annual audits. Oversees revenue recognition and billing to ensure the accurate and timely management of all accounts receivable aging components, including: billing, cash receipts application, and grant administration. Oversees all accounts, ledgers, and reporting systems to ensure compliance with GAAP standards and regulatory requirements. Maintains robust internal controls and safeguards for all financial operations and reporting activities. Prioritizes, organizes, distributes, and coordinates the flow of work for the team, including guiding team member performance and efficiencies (i.e., managing, coaching, and developing staff). Ensures prescribed policies, procedures, and schedules are followed while ensuring team priorities are aligned to meet organizational goals. Reviews and analyzes financial statements and information and provides management updates on a monthly basis. Establishes and oversees roadmap for continuous improvement in systems, as well as financial and cash management strategies. Participates in professional accounting societies and maintains current, relevant knowledge of not-for-profit accounting. Coordinates with the University's Office of Development and the Office of Advancement Services to monitor and improve workflows to ensure integrity and efficiency. Serves as the Foundation liaison with the KTSU Radio Station to support specific requirements and needs to maintain active status with the corporation for public broadcasting (CPB). Other duties as assigned in fulfillment of the organization's mission. % FTE: 1.0 Hiring Range: $84,429.00 - $105,536.00 Education: Bachelor's degree in accounting, finance, or closely related field required (advanced degree preferred). Required Licensing/Certification: CPA certification (in current status) preferred. Knowledge, Skills, and Abilities: Knowledge of: Federal, state, and local laws and tax laws Accounting principles and methods (preferably with emphasis in not-for-profit and higher education financial reporting) Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standard Board (FASB) pronouncements and standards Ellucian (Banner), Intuit QuickBooks Desktop Enterprise, Blackbaud (Raiser's Edge NXT and Financial Edge NXT) ERP systems Management and supervisory practices Microsoft Office Professional or similar application Skilled In: Must be well-organized, flexible, detailed oriented, able to manage multiple projects simultaneously and meet deadlines Financial reporting, reconciliations, and budget management Effective leadership and customer service Problem-solving and decision-making Strong analytical and critical thinking Developing and maintaining effective working relationships with peers, subordinates, other University departments, and the general public Both verbal and written communication Preparing and delivering presentations Ability to: Maintain the Foundation's financial policies and standards and recommend updates, as needed Solve problems efficiently and effectively and make sound judgments Be a self-starter with a proven track record of success and the ability to work independently and collaboratively as part of a team Prepare financial reports Apply budgeting and fiscal planning techniques within financial constraints Possess a proven track record in accounting / financial management with supervisory experience Work Experience: At least 7 years of progressive professional experience, including demonstrated experienced in the areas of supervision, preparing financial reports, and month end closing procedures. Experience within the non-profit and/or higher environment preferred. Working/Environmental Conditions: Routine office environment Sitting or standing in one location much of the time Some stooping, lifting, and carrying light weight objects may be required Use of video display terminal UA EEO Statement: It is the policy of Texas Southern University to provide a work environment that is free from discrimination for all persons regardless of race, color, religion, sex, age, national origin, individuals with disability, sexual orientation, or protected veteran status in its programs, activities, admissions or employment policies. This policy of equal opportunity is strictly observed in all University employment-related activities such as advertising, recruiting, interviewing, testing, employment training, compensation, promotion, termination, and employment benefits. This policy expressly prohibits harassment and discrimination in employment based on race, color, religion, gender, gender identity, genetic history, national origin, individuals with disability, age, citizenship status, or protected veteran status. This policy shall be adhered to in accordance with the provisions of all applicable federal, state and local laws, including, but not limited to, Title VII of the Civil Rights Act. Manual of Administrative Policies and Procedures Open Until Filled (overrides close field) : Yes Special Instructions to Applicants: Open to all applicants.
10/08/2025
Full time
Security Sensitive Position?: Yes Hours of Work: 8:00 AM - 5:00 PM M-F Posting Number: TSU203195 Official TSU Title: Director of Accounting & Controller, Texas Southern University Foundation Grant Title: N/A Job Description Summary / TWC Summary: Under the supervision of the Executive Director, the Director of Accounting & Controller leads and directs the accounting and financial reporting activities for the Texas Southern University Foundation. The Director is responsible for the general ledger, revenue, billing, accounting, accounts payable, accounts receivable, audits and external financial reporting. The Director has functional responsibility for maintaining the organization's accounting policies, procedures, and financial controls. As the chief financial officer, the Director is responsible for supervising accounting staff and works very closely with the Executive Director to support presentations and other reports to the Foundation's Board of Trustees. This position is an on-site assignment based in Houston, Texas. Essential Duties Summary: Directs all operational accounting activities for the TSU Foundation, including but not limited to: general ledger, financial close, cash and banking, expense and revenue accounting, billing, accounts payable and receivable, payroll allocations, grant and other expense reporting. Ensures accurate and timely processing of the functions listed above. Directs external financial reporting activities and ensure accurate and timely dissemination of financial reports, including but not limited to: quarterly financial statements, Form 990, Single Audit (where applicable), and annual audits. Oversees revenue recognition and billing to ensure the accurate and timely management of all accounts receivable aging components, including: billing, cash receipts application, and grant administration. Oversees all accounts, ledgers, and reporting systems to ensure compliance with GAAP standards and regulatory requirements. Maintains robust internal controls and safeguards for all financial operations and reporting activities. Prioritizes, organizes, distributes, and coordinates the flow of work for the team, including guiding team member performance and efficiencies (i.e., managing, coaching, and developing staff). Ensures prescribed policies, procedures, and schedules are followed while ensuring team priorities are aligned to meet organizational goals. Reviews and analyzes financial statements and information and provides management updates on a monthly basis. Establishes and oversees roadmap for continuous improvement in systems, as well as financial and cash management strategies. Participates in professional accounting societies and maintains current, relevant knowledge of not-for-profit accounting. Coordinates with the University's Office of Development and the Office of Advancement Services to monitor and improve workflows to ensure integrity and efficiency. Serves as the Foundation liaison with the KTSU Radio Station to support specific requirements and needs to maintain active status with the corporation for public broadcasting (CPB). Other duties as assigned in fulfillment of the organization's mission. % FTE: 1.0 Hiring Range: $84,429.00 - $105,536.00 Education: Bachelor's degree in accounting, finance, or closely related field required (advanced degree preferred). Required Licensing/Certification: CPA certification (in current status) preferred. Knowledge, Skills, and Abilities: Knowledge of: Federal, state, and local laws and tax laws Accounting principles and methods (preferably with emphasis in not-for-profit and higher education financial reporting) Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standard Board (FASB) pronouncements and standards Ellucian (Banner), Intuit QuickBooks Desktop Enterprise, Blackbaud (Raiser's Edge NXT and Financial Edge NXT) ERP systems Management and supervisory practices Microsoft Office Professional or similar application Skilled In: Must be well-organized, flexible, detailed oriented, able to manage multiple projects simultaneously and meet deadlines Financial reporting, reconciliations, and budget management Effective leadership and customer service Problem-solving and decision-making Strong analytical and critical thinking Developing and maintaining effective working relationships with peers, subordinates, other University departments, and the general public Both verbal and written communication Preparing and delivering presentations Ability to: Maintain the Foundation's financial policies and standards and recommend updates, as needed Solve problems efficiently and effectively and make sound judgments Be a self-starter with a proven track record of success and the ability to work independently and collaboratively as part of a team Prepare financial reports Apply budgeting and fiscal planning techniques within financial constraints Possess a proven track record in accounting / financial management with supervisory experience Work Experience: At least 7 years of progressive professional experience, including demonstrated experienced in the areas of supervision, preparing financial reports, and month end closing procedures. Experience within the non-profit and/or higher environment preferred. Working/Environmental Conditions: Routine office environment Sitting or standing in one location much of the time Some stooping, lifting, and carrying light weight objects may be required Use of video display terminal UA EEO Statement: It is the policy of Texas Southern University to provide a work environment that is free from discrimination for all persons regardless of race, color, religion, sex, age, national origin, individuals with disability, sexual orientation, or protected veteran status in its programs, activities, admissions or employment policies. This policy of equal opportunity is strictly observed in all University employment-related activities such as advertising, recruiting, interviewing, testing, employment training, compensation, promotion, termination, and employment benefits. This policy expressly prohibits harassment and discrimination in employment based on race, color, religion, gender, gender identity, genetic history, national origin, individuals with disability, age, citizenship status, or protected veteran status. This policy shall be adhered to in accordance with the provisions of all applicable federal, state and local laws, including, but not limited to, Title VII of the Civil Rights Act. Manual of Administrative Policies and Procedures Open Until Filled (overrides close field) : Yes Special Instructions to Applicants: Open to all applicants.
Vice President for Fiscal Affairs and Chief Financial Officer Commonwealth University of Pennsylvania (CU) invites nominations and applications for a visionary leader for the position of Vice President for Fiscal Affairs & Chief Financial Officer (VPFA/CFO). This role offers a unique opportunity to be a part of a dynamic institution committed to fostering academic excellence, enhancing student success, and driving innovation in higher education. The university is seeking an experienced and creative fiscal affairs leader with the strategic management qualities to build on the institution's reputation for innovation and student-focused approaches, leveraging the excellent reputations of its legacy universities to take CU to even higher levels of student success and financial sustainability. The exceptionally qualified and committed faculty and staff take pride in delivering outstanding academic and life experiences to students through personalized attention and small classes, all taught by faculty members. Students also benefit from the flexibility to leverage faculty expertise across CU's multiple locations through innovative technologies that support hybrid modalities. The VPFA/CFO will express a passion for the mission of public education and will understand and embrace the important social, cultural, and economic roles public education plays in the region and state. Equally important is the need for the VPFA/CFO to uphold the highest standards for intellectual inquiry and be an enterprising and collaborative leader committed not only to the success of Commonwealth University, but also to shaping the future of higher education. The next Vice President of Fiscal Affairs & Chief Financial Officer for Commonwealth University will first and foremost demonstrate a living, active commitment to the University's academic mission and the students it serves. The ideal VPFA/CFO will possess: A master's degree in accounting, finance, business, public administration, or a related field; Extensive executive-level leadership experience in the areas of finance/accounting and budget; Ten (10) years progressively responsible administrative experience in accounting, budgeting, and strategic planning in a complex organization; A minimum of five (5) years of supervisory experience; A minimum of three (3) years of experience in a unionized environment is highly preferred; CPA/CMA is highly preferred; High integrity and trustworthiness, as evidenced through providing sound, consistent, and ethical financial counsel based upon the knowledge of financial and legal best practices and PASSHE requirements; Executive-level accounting and budget experience in higher education and knowledge of the laws and regulations of the Commonwealth of Pennsylvania, as they apply to higher education, are preferred; The ability to establish and maintain effective relationships with students, faculty, staff, donors, Trustees, and the public; Ensure a quality experience for students while applying budgetary and fiscal planning and prioritization techniques within financial constraints; Comprehensive understanding and proven success in navigating the complex challenges of higher education, encompassing aspects such as ensuring affordability and student access. Collaborating with fellow vice presidents and senior leaders, implementing enrollment management and retention strategies, and creating a student- centric information technology environment that enhances the student experience through technology-driven solutions for learning, communication and support services; Substantial experience with strategic planning, including a readiness to provide leadership for institutional planning, and the ability to articulate a shared leadership vision and engage others in its implementation; Experience in effective servant leadership through strong interpersonal skills, including the eagerness to cultivate robust working relationships with colleagues across all areas of the University; Strong communication and active listening skills that fosters trust and mutual respect, in addition to an ability to demonstrate decisiveness and the capability to effectively lead complicated and difficult discussions, guiding them to a prompt resolution; Possess a profound understanding and respect for diversity, equity, inclusion and belonging, recognizing their significance in fostering academic excellence. The candidate should demonstrate a history of working effectively with diverse communities and exhibit a strong commitment to Commonwealth University's mission and values, with the ability to articulate its mission and goals persuasively; and Consistent dedication to the promotion of a high-performance culture and continuous improvement that values learning and a commitment to quality. How to Apply Greenwood Asher & Associates is assisting Commonwealth University of Pennsylvania in this search. Applications and nominations are now being accepted. The search will be conducted with a commitment of confidentiality for candidates until finalists are selected. Initial screening of applications will begin immediately and will continue until an appointment is made. For best consideration, please submit application materials by October 10, 2025 Application materials should include: A letter of interest that clearly states the applicant's qualifications for the position A current résumé/curriculum vitae Please submit materials to Inquiries, questions, and nominations regarding this opportunity should be directed to: Julie Holley, Associate Vice President of Executive Search Denice Perdue, Senior Executive Search Consultant Commonwealth University of Pennsylvania prohibits any form of discrimination or harassment on the basis of sex, race, color, age, religion, national or ethnic origin, sexual orientation, gender identity or expression, pregnancy, marital or family status, medical condition, genetic information, veteran status, or disability in any decision regarding admissions, employment, or participation in a University program or activity in accordance with the letter and spirit of federal, state, and local non-discrimination and equal opportunity laws, such as Titles VI and VII of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Age Discrimination in Employment Act, the Americans with Disabilities Act and ADA Amendments Act, the Equal Pay Act, and the Pennsylvania Human Relations Act. GADVID:703026
10/07/2025
Full time
Vice President for Fiscal Affairs and Chief Financial Officer Commonwealth University of Pennsylvania (CU) invites nominations and applications for a visionary leader for the position of Vice President for Fiscal Affairs & Chief Financial Officer (VPFA/CFO). This role offers a unique opportunity to be a part of a dynamic institution committed to fostering academic excellence, enhancing student success, and driving innovation in higher education. The university is seeking an experienced and creative fiscal affairs leader with the strategic management qualities to build on the institution's reputation for innovation and student-focused approaches, leveraging the excellent reputations of its legacy universities to take CU to even higher levels of student success and financial sustainability. The exceptionally qualified and committed faculty and staff take pride in delivering outstanding academic and life experiences to students through personalized attention and small classes, all taught by faculty members. Students also benefit from the flexibility to leverage faculty expertise across CU's multiple locations through innovative technologies that support hybrid modalities. The VPFA/CFO will express a passion for the mission of public education and will understand and embrace the important social, cultural, and economic roles public education plays in the region and state. Equally important is the need for the VPFA/CFO to uphold the highest standards for intellectual inquiry and be an enterprising and collaborative leader committed not only to the success of Commonwealth University, but also to shaping the future of higher education. The next Vice President of Fiscal Affairs & Chief Financial Officer for Commonwealth University will first and foremost demonstrate a living, active commitment to the University's academic mission and the students it serves. The ideal VPFA/CFO will possess: A master's degree in accounting, finance, business, public administration, or a related field; Extensive executive-level leadership experience in the areas of finance/accounting and budget; Ten (10) years progressively responsible administrative experience in accounting, budgeting, and strategic planning in a complex organization; A minimum of five (5) years of supervisory experience; A minimum of three (3) years of experience in a unionized environment is highly preferred; CPA/CMA is highly preferred; High integrity and trustworthiness, as evidenced through providing sound, consistent, and ethical financial counsel based upon the knowledge of financial and legal best practices and PASSHE requirements; Executive-level accounting and budget experience in higher education and knowledge of the laws and regulations of the Commonwealth of Pennsylvania, as they apply to higher education, are preferred; The ability to establish and maintain effective relationships with students, faculty, staff, donors, Trustees, and the public; Ensure a quality experience for students while applying budgetary and fiscal planning and prioritization techniques within financial constraints; Comprehensive understanding and proven success in navigating the complex challenges of higher education, encompassing aspects such as ensuring affordability and student access. Collaborating with fellow vice presidents and senior leaders, implementing enrollment management and retention strategies, and creating a student- centric information technology environment that enhances the student experience through technology-driven solutions for learning, communication and support services; Substantial experience with strategic planning, including a readiness to provide leadership for institutional planning, and the ability to articulate a shared leadership vision and engage others in its implementation; Experience in effective servant leadership through strong interpersonal skills, including the eagerness to cultivate robust working relationships with colleagues across all areas of the University; Strong communication and active listening skills that fosters trust and mutual respect, in addition to an ability to demonstrate decisiveness and the capability to effectively lead complicated and difficult discussions, guiding them to a prompt resolution; Possess a profound understanding and respect for diversity, equity, inclusion and belonging, recognizing their significance in fostering academic excellence. The candidate should demonstrate a history of working effectively with diverse communities and exhibit a strong commitment to Commonwealth University's mission and values, with the ability to articulate its mission and goals persuasively; and Consistent dedication to the promotion of a high-performance culture and continuous improvement that values learning and a commitment to quality. How to Apply Greenwood Asher & Associates is assisting Commonwealth University of Pennsylvania in this search. Applications and nominations are now being accepted. The search will be conducted with a commitment of confidentiality for candidates until finalists are selected. Initial screening of applications will begin immediately and will continue until an appointment is made. For best consideration, please submit application materials by October 10, 2025 Application materials should include: A letter of interest that clearly states the applicant's qualifications for the position A current résumé/curriculum vitae Please submit materials to Inquiries, questions, and nominations regarding this opportunity should be directed to: Julie Holley, Associate Vice President of Executive Search Denice Perdue, Senior Executive Search Consultant Commonwealth University of Pennsylvania prohibits any form of discrimination or harassment on the basis of sex, race, color, age, religion, national or ethnic origin, sexual orientation, gender identity or expression, pregnancy, marital or family status, medical condition, genetic information, veteran status, or disability in any decision regarding admissions, employment, or participation in a University program or activity in accordance with the letter and spirit of federal, state, and local non-discrimination and equal opportunity laws, such as Titles VI and VII of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Age Discrimination in Employment Act, the Americans with Disabilities Act and ADA Amendments Act, the Equal Pay Act, and the Pennsylvania Human Relations Act. GADVID:703026
Security Sensitive Position?: Yes Hours of Work: 8:00 AM - 5:00 PM M-F Posting Number: TSU203195 Official TSU Title: Director of Accounting & Controller, Texas Southern University Foundation Grant Title: N/A Job Description Summary / TWC Summary: Under the supervision of the Executive Director, the Director of Accounting & Controller leads and directs the accounting and financial reporting activities for the Texas Southern University Foundation. The Director is responsible for the general ledger, revenue, billing, accounting, accounts payable, accounts receivable, audits and external financial reporting. The Director has functional responsibility for maintaining the organization's accounting policies, procedures, and financial controls. As the chief financial officer, the Director is responsible for supervising accounting staff and works very closely with the Executive Director to support presentations and other reports to the Foundation's Board of Trustees. This position is an on-site assignment based in Houston, Texas. Essential Duties Summary: Directs all operational accounting activities for the TSU Foundation, including but not limited to: general ledger, financial close, cash and banking, expense and revenue accounting, billing, accounts payable and receivable, payroll allocations, grant and other expense reporting. Ensures accurate and timely processing of the functions listed above. Directs external financial reporting activities and ensure accurate and timely dissemination of financial reports, including but not limited to: quarterly financial statements, Form 990, Single Audit (where applicable), and annual audits. Oversees revenue recognition and billing to ensure the accurate and timely management of all accounts receivable aging components, including: billing, cash receipts application, and grant administration. Oversees all accounts, ledgers, and reporting systems to ensure compliance with GAAP standards and regulatory requirements. Maintains robust internal controls and safeguards for all financial operations and reporting activities. Prioritizes, organizes, distributes, and coordinates the flow of work for the team, including guiding team member performance and efficiencies (i.e., managing, coaching, and developing staff). Ensures prescribed policies, procedures, and schedules are followed while ensuring team priorities are aligned to meet organizational goals. Reviews and analyzes financial statements and information and provides management updates on a monthly basis. Establishes and oversees roadmap for continuous improvement in systems, as well as financial and cash management strategies. Participates in professional accounting societies and maintains current, relevant knowledge of not-for-profit accounting. Coordinates with the University's Office of Development and the Office of Advancement Services to monitor and improve workflows to ensure integrity and efficiency. Serves as the Foundation liaison with the KTSU Radio Station to support specific requirements and needs to maintain active status with the corporation for public broadcasting (CPB). Other duties as assigned in fulfillment of the organization's mission. % FTE: 1.0 Hiring Range: $84,429.00 - $105,536.00 Education: Bachelor's degree in accounting, finance, or closely related field required (advanced degree preferred). Required Licensing/Certification: CPA certification (in current status) preferred. Knowledge, Skills, and Abilities: Knowledge of: Federal, state, and local laws and tax laws Accounting principles and methods (preferably with emphasis in not-for-profit and higher education financial reporting) Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standard Board (FASB) pronouncements and standards Ellucian (Banner), Intuit QuickBooks Desktop Enterprise, Blackbaud (Raiser's Edge NXT and Financial Edge NXT) ERP systems Management and supervisory practices Microsoft Office Professional or similar application Skilled In: Must be well-organized, flexible, detailed oriented, able to manage multiple projects simultaneously and meet deadlines Financial reporting, reconciliations, and budget management Effective leadership and customer service Problem-solving and decision-making Strong analytical and critical thinking Developing and maintaining effective working relationships with peers, subordinates, other University departments, and the general public Both verbal and written communication Preparing and delivering presentations Ability to: Maintain the Foundation's financial policies and standards and recommend updates, as needed Solve problems efficiently and effectively and make sound judgments Be a self-starter with a proven track record of success and the ability to work independently and collaboratively as part of a team Prepare financial reports Apply budgeting and fiscal planning techniques within financial constraints Possess a proven track record in accounting / financial management with supervisory experience Work Experience: At least 7 years of progressive professional experience, including demonstrated experienced in the areas of supervision, preparing financial reports, and month end closing procedures. Experience within the non-profit and/or higher environment preferred. Working/Environmental Conditions: Routine office environment Sitting or standing in one location much of the time Some stooping, lifting, and carrying light weight objects may be required Use of video display terminal UA EEO Statement: It is the policy of Texas Southern University to provide a work environment that is free from discrimination for all persons regardless of race, color, religion, sex, age, national origin, individuals with disability, sexual orientation, or protected veteran status in its programs, activities, admissions or employment policies. This policy of equal opportunity is strictly observed in all University employment-related activities such as advertising, recruiting, interviewing, testing, employment training, compensation, promotion, termination, and employment benefits. This policy expressly prohibits harassment and discrimination in employment based on race, color, religion, gender, gender identity, genetic history, national origin, individuals with disability, age, citizenship status, or protected veteran status. This policy shall be adhered to in accordance with the provisions of all applicable federal, state and local laws, including, but not limited to, Title VII of the Civil Rights Act. Manual of Administrative Policies and Procedures Open Until Filled (overrides close field) : Yes Special Instructions to Applicants: Open to all applicants.
10/05/2025
Full time
Security Sensitive Position?: Yes Hours of Work: 8:00 AM - 5:00 PM M-F Posting Number: TSU203195 Official TSU Title: Director of Accounting & Controller, Texas Southern University Foundation Grant Title: N/A Job Description Summary / TWC Summary: Under the supervision of the Executive Director, the Director of Accounting & Controller leads and directs the accounting and financial reporting activities for the Texas Southern University Foundation. The Director is responsible for the general ledger, revenue, billing, accounting, accounts payable, accounts receivable, audits and external financial reporting. The Director has functional responsibility for maintaining the organization's accounting policies, procedures, and financial controls. As the chief financial officer, the Director is responsible for supervising accounting staff and works very closely with the Executive Director to support presentations and other reports to the Foundation's Board of Trustees. This position is an on-site assignment based in Houston, Texas. Essential Duties Summary: Directs all operational accounting activities for the TSU Foundation, including but not limited to: general ledger, financial close, cash and banking, expense and revenue accounting, billing, accounts payable and receivable, payroll allocations, grant and other expense reporting. Ensures accurate and timely processing of the functions listed above. Directs external financial reporting activities and ensure accurate and timely dissemination of financial reports, including but not limited to: quarterly financial statements, Form 990, Single Audit (where applicable), and annual audits. Oversees revenue recognition and billing to ensure the accurate and timely management of all accounts receivable aging components, including: billing, cash receipts application, and grant administration. Oversees all accounts, ledgers, and reporting systems to ensure compliance with GAAP standards and regulatory requirements. Maintains robust internal controls and safeguards for all financial operations and reporting activities. Prioritizes, organizes, distributes, and coordinates the flow of work for the team, including guiding team member performance and efficiencies (i.e., managing, coaching, and developing staff). Ensures prescribed policies, procedures, and schedules are followed while ensuring team priorities are aligned to meet organizational goals. Reviews and analyzes financial statements and information and provides management updates on a monthly basis. Establishes and oversees roadmap for continuous improvement in systems, as well as financial and cash management strategies. Participates in professional accounting societies and maintains current, relevant knowledge of not-for-profit accounting. Coordinates with the University's Office of Development and the Office of Advancement Services to monitor and improve workflows to ensure integrity and efficiency. Serves as the Foundation liaison with the KTSU Radio Station to support specific requirements and needs to maintain active status with the corporation for public broadcasting (CPB). Other duties as assigned in fulfillment of the organization's mission. % FTE: 1.0 Hiring Range: $84,429.00 - $105,536.00 Education: Bachelor's degree in accounting, finance, or closely related field required (advanced degree preferred). Required Licensing/Certification: CPA certification (in current status) preferred. Knowledge, Skills, and Abilities: Knowledge of: Federal, state, and local laws and tax laws Accounting principles and methods (preferably with emphasis in not-for-profit and higher education financial reporting) Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standard Board (FASB) pronouncements and standards Ellucian (Banner), Intuit QuickBooks Desktop Enterprise, Blackbaud (Raiser's Edge NXT and Financial Edge NXT) ERP systems Management and supervisory practices Microsoft Office Professional or similar application Skilled In: Must be well-organized, flexible, detailed oriented, able to manage multiple projects simultaneously and meet deadlines Financial reporting, reconciliations, and budget management Effective leadership and customer service Problem-solving and decision-making Strong analytical and critical thinking Developing and maintaining effective working relationships with peers, subordinates, other University departments, and the general public Both verbal and written communication Preparing and delivering presentations Ability to: Maintain the Foundation's financial policies and standards and recommend updates, as needed Solve problems efficiently and effectively and make sound judgments Be a self-starter with a proven track record of success and the ability to work independently and collaboratively as part of a team Prepare financial reports Apply budgeting and fiscal planning techniques within financial constraints Possess a proven track record in accounting / financial management with supervisory experience Work Experience: At least 7 years of progressive professional experience, including demonstrated experienced in the areas of supervision, preparing financial reports, and month end closing procedures. Experience within the non-profit and/or higher environment preferred. Working/Environmental Conditions: Routine office environment Sitting or standing in one location much of the time Some stooping, lifting, and carrying light weight objects may be required Use of video display terminal UA EEO Statement: It is the policy of Texas Southern University to provide a work environment that is free from discrimination for all persons regardless of race, color, religion, sex, age, national origin, individuals with disability, sexual orientation, or protected veteran status in its programs, activities, admissions or employment policies. This policy of equal opportunity is strictly observed in all University employment-related activities such as advertising, recruiting, interviewing, testing, employment training, compensation, promotion, termination, and employment benefits. This policy expressly prohibits harassment and discrimination in employment based on race, color, religion, gender, gender identity, genetic history, national origin, individuals with disability, age, citizenship status, or protected veteran status. This policy shall be adhered to in accordance with the provisions of all applicable federal, state and local laws, including, but not limited to, Title VII of the Civil Rights Act. Manual of Administrative Policies and Procedures Open Until Filled (overrides close field) : Yes Special Instructions to Applicants: Open to all applicants.
The Relationship Manager II (RMII) is responsible for managing and retaining a book of business of personal & commercial customers (usually $1MM and above). The RMII maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. Coordinates with product specialists such as trust officers, wealth advisors, etc. to integrate solutions. Ensures high standards of service quality are provided to customers to strengthen customer loyalty. Adheres to the Bank's BSA/AML, Compliance and Policies and Procedures. Responsibilities: RMII are seasoned professionals. RMIIs deliver banking services under a personalized model and the largest array of products and strategies to a book of business. Customer needs tend to be sophisticated.Develops new client business using external knowledge of target market (LATAM). Assesses customer goals and needs and provides comprehensive advice to customers on proper banking (deposit and lending) products. Keeps abreast of financial products (including investments & trusts) to provide the best advice and optimize cross-selling potential. Uses available tools and applications to prepare and deliver proposals based on clients' goals and needs. Coordinates client meetings with product specialists (trust / investments / mortgages) to support the sale of products and services. Coordinate, integrate and deliver proposals jointly with different areas and units of the bank and its subsidiaries. Identifies potential customer issues and channels them with the units responsible to solve them, ensuring the process of resolution is administered within the established parameters of quality and efficiency. Follows-up until issue is resolved. Seek constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction. Actively participates in any required personal, corporate and business line training. For those RMIIs who hold FINRA licenses, maintain licenses in good standing by adhering to policies and procedures, including completing firm and regulatory trainings, and by raising awareness of any issues that may affect the good stance of their personal licenses or the Firm's. RMIIs remain current on market news and events by dedicating work and personal time reading and browsing financial news and media RMIIs that are FINRA licensed must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings and product meetings. Maintain a complete and up to date file on each relationship to be used for business development and BSA/AML purposes. Maintain a constant and periodic communication as agreed with customers to follow up on planned strategy and execution. Become aware of overall customer profitability and how pricing proposals may impact risk-adjusted returns going forward Obtain a general knowledge of products and services offered by the group through its multiple units. Keeps abreast of news, market information and relevant global situations and communicate to customers how these may impact their financial situation. Coordinate, integrate and deliver proposals from different areas and units of the group. Seek constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction. Identify, channel and follow up on customers complaints until problem is fully resolved. Identifies and reports to immediate supervisor any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules, regulations, prescribed practices, internal policies and procedures or ethical standards. Review various anti-money laundering activity reports created by the Compliance / BSA Department to detect unusual activity in customers' accounts.Investigate such activity and obtain from customer the explanation and documentary validation as appropriate. Escalate problems and issues to supervisor. Answer accurately and on a timely manner BSA/AML inquiries. Prepare annual certifications of high-risk accounts. Complete assigned training on compliance to keep abreast of regulations. Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. All other duties as required. Minimum Education and/or Certifications Requirements: Bachelor's degree in finance, business administration, economics or JD or Law Degree. FINRA Series 7 and Series 66 a plus. A masters' degree or other well-known professional certification such as TEP, CFA, CFP are desired. Minimum Work Experience Requirements: At least 12 to 14 years of relevant experience managing a book of business from international customers primarily in the LATAM. Technical and/or Other Essential Knowledge: Fully bilingual (English-Spanish). Dexterity in the use of financial systems and applications. Must have proven interest in capital markets and advanced financial knowledge. Must possess the ability to prioritize work, effectively manage time and deal with changing priorities. Must present a professional image; and have the ability to conduct effective meetings. Must possess good knowledge of industry regulations. Functional Skills & Knowledge: Must be a team player, have the ability to work under pressure, have a professional image and be able to solve problems and conflicts. Must be able to prioritize work and effectively manage time and have the ability to manage change. Must possess high level of business communications skills such as advanced writing, listening and have basic office and mathematics skills, and well developed customer service skills. Possession of professional skills such as report writing, basic statistics, effective presentation skills, creative skills, ethics and conducting effective meetings and research assessments are required. Must possess delegation, decision making, motivational and coaching skills. Must be able to identify, assess and report risks arising from violations of rules, regulations or internal policies. Internet and MS Office Skills, including MS Word, MS Excel, MS PowerPoint, and MS SharePoint are required.
10/03/2025
Full time
The Relationship Manager II (RMII) is responsible for managing and retaining a book of business of personal & commercial customers (usually $1MM and above). The RMII maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. Coordinates with product specialists such as trust officers, wealth advisors, etc. to integrate solutions. Ensures high standards of service quality are provided to customers to strengthen customer loyalty. Adheres to the Bank's BSA/AML, Compliance and Policies and Procedures. Responsibilities: RMII are seasoned professionals. RMIIs deliver banking services under a personalized model and the largest array of products and strategies to a book of business. Customer needs tend to be sophisticated.Develops new client business using external knowledge of target market (LATAM). Assesses customer goals and needs and provides comprehensive advice to customers on proper banking (deposit and lending) products. Keeps abreast of financial products (including investments & trusts) to provide the best advice and optimize cross-selling potential. Uses available tools and applications to prepare and deliver proposals based on clients' goals and needs. Coordinates client meetings with product specialists (trust / investments / mortgages) to support the sale of products and services. Coordinate, integrate and deliver proposals jointly with different areas and units of the bank and its subsidiaries. Identifies potential customer issues and channels them with the units responsible to solve them, ensuring the process of resolution is administered within the established parameters of quality and efficiency. Follows-up until issue is resolved. Seek constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction. Actively participates in any required personal, corporate and business line training. For those RMIIs who hold FINRA licenses, maintain licenses in good standing by adhering to policies and procedures, including completing firm and regulatory trainings, and by raising awareness of any issues that may affect the good stance of their personal licenses or the Firm's. RMIIs remain current on market news and events by dedicating work and personal time reading and browsing financial news and media RMIIs that are FINRA licensed must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings and product meetings. Maintain a complete and up to date file on each relationship to be used for business development and BSA/AML purposes. Maintain a constant and periodic communication as agreed with customers to follow up on planned strategy and execution. Become aware of overall customer profitability and how pricing proposals may impact risk-adjusted returns going forward Obtain a general knowledge of products and services offered by the group through its multiple units. Keeps abreast of news, market information and relevant global situations and communicate to customers how these may impact their financial situation. Coordinate, integrate and deliver proposals from different areas and units of the group. Seek constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction. Identify, channel and follow up on customers complaints until problem is fully resolved. Identifies and reports to immediate supervisor any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules, regulations, prescribed practices, internal policies and procedures or ethical standards. Review various anti-money laundering activity reports created by the Compliance / BSA Department to detect unusual activity in customers' accounts.Investigate such activity and obtain from customer the explanation and documentary validation as appropriate. Escalate problems and issues to supervisor. Answer accurately and on a timely manner BSA/AML inquiries. Prepare annual certifications of high-risk accounts. Complete assigned training on compliance to keep abreast of regulations. Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. All other duties as required. Minimum Education and/or Certifications Requirements: Bachelor's degree in finance, business administration, economics or JD or Law Degree. FINRA Series 7 and Series 66 a plus. A masters' degree or other well-known professional certification such as TEP, CFA, CFP are desired. Minimum Work Experience Requirements: At least 12 to 14 years of relevant experience managing a book of business from international customers primarily in the LATAM. Technical and/or Other Essential Knowledge: Fully bilingual (English-Spanish). Dexterity in the use of financial systems and applications. Must have proven interest in capital markets and advanced financial knowledge. Must possess the ability to prioritize work, effectively manage time and deal with changing priorities. Must present a professional image; and have the ability to conduct effective meetings. Must possess good knowledge of industry regulations. Functional Skills & Knowledge: Must be a team player, have the ability to work under pressure, have a professional image and be able to solve problems and conflicts. Must be able to prioritize work and effectively manage time and have the ability to manage change. Must possess high level of business communications skills such as advanced writing, listening and have basic office and mathematics skills, and well developed customer service skills. Possession of professional skills such as report writing, basic statistics, effective presentation skills, creative skills, ethics and conducting effective meetings and research assessments are required. Must possess delegation, decision making, motivational and coaching skills. Must be able to identify, assess and report risks arising from violations of rules, regulations or internal policies. Internet and MS Office Skills, including MS Word, MS Excel, MS PowerPoint, and MS SharePoint are required.
Location: As listed in Job Posting Summary: Key role in supporting the Virtual Business Banking clients and sales team. Serve as primary contact for office and general banking needs performing office administration responsibilities and moderate complex daily clerical functions to maintain office operations, and flow of communication. Key Responsibilities Include Provides Business Banking Lending Support to Relationship Managers and Business Banking Manager Reviews and Funds Loans Processes and administers business loans. Records new loans, establishes relevant files, processes loan payments and maintains loan records. Obtains credit information and ensures sufficient loan collateral. Calculates loan items and charges such as interest and payments. Assists lending officers in activities such as disbursement of funds and extension of new loans. Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes cross-selling; researches and corrects account discrepancies. Prepares loan documents, notices, and periodic loan reports. Assists with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues Ability to identify clients' operational needs and bank products/services to meet these needs and establish proficiency. Provides assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services Authorize payment and fees of commercial client overdrafts Approve and processes business client's withdrawals on lines of credit Communicates with clients, attorney's, insurance companies, title companies, and various other professionals Assists in ordering appraisals, flood determinations, UCC's and familiar with OFAC Works closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision Trains on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents Works closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision Works closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients Processes wire requests for clients. Assists other Administrative Assistants/Client Specialists and other departments with administrative support when needed Performs all other duties as assigned Qualifications Include High school diploma or GED 2-4 years of experience performing similar duties or equivalent combination of education and experience About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at . Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
10/01/2025
Full time
Location: As listed in Job Posting Summary: Key role in supporting the Virtual Business Banking clients and sales team. Serve as primary contact for office and general banking needs performing office administration responsibilities and moderate complex daily clerical functions to maintain office operations, and flow of communication. Key Responsibilities Include Provides Business Banking Lending Support to Relationship Managers and Business Banking Manager Reviews and Funds Loans Processes and administers business loans. Records new loans, establishes relevant files, processes loan payments and maintains loan records. Obtains credit information and ensures sufficient loan collateral. Calculates loan items and charges such as interest and payments. Assists lending officers in activities such as disbursement of funds and extension of new loans. Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes cross-selling; researches and corrects account discrepancies. Prepares loan documents, notices, and periodic loan reports. Assists with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues Ability to identify clients' operational needs and bank products/services to meet these needs and establish proficiency. Provides assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services Authorize payment and fees of commercial client overdrafts Approve and processes business client's withdrawals on lines of credit Communicates with clients, attorney's, insurance companies, title companies, and various other professionals Assists in ordering appraisals, flood determinations, UCC's and familiar with OFAC Works closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision Trains on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents Works closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision Works closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients Processes wire requests for clients. Assists other Administrative Assistants/Client Specialists and other departments with administrative support when needed Performs all other duties as assigned Qualifications Include High school diploma or GED 2-4 years of experience performing similar duties or equivalent combination of education and experience About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at . Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
STAFF ATTORNEY I/II Staff Attorney I $80,000 - $95,000 D.O.Q. Staff Attorney II $90,000 - $105,000 D.O.Q. JOB OPPORTUNITY The Court is seeking to fill one Staff Attorney I/II position. The level of classification upon hire is within the discretion of the Court based on the candidate's qualifications. ABOUT THE POSITION: Under direction, this professional level position performs a wide range of complex legal research and analysis duties in assistance to judicial officers hearing all case types. This professional level position may also be asked to perform research and drafting duties in assistance to the administration of the court. The Court provides a Telecommuting Program as an alternative work schedule option. The purpose of this program is to attract and retain qualified Staff Attorneys. This is only feasible for those positions or tasks that are amenable to being performed away from the Courthouse. Eligible Staff Attorneys must complete a period of one-year with a satisfactory performance rating. Telecommuter schedules and agreements will be periodically reviewed for efficiency. Participation in the program will be allowed only when it is consistent with the business needs of the Court. DISTINGUISHING CHARACTERISTICS The Staff Attorney I is the entry level of the Staff Attorney classification series, reporting to the Staff Attorney II for guidance. The Staff Attorney I is distinguished from the Staff Attorney II in that the latter performs the more difficult and complex legal duties and/or may serve as a lead worker, mentoring and coordinating the duties of attorneys and other legal staff. Staff Attorney I and Staff Attorney II are established as Exempt positions and report directly to the Presiding Judge for work assignments and the Court Executive Officer for all administrative requests and duties as assigned. ESSENTIAL FUNCTIONS Examples of duties performed by the Staff Attorney I include, but are not limited to, the following: Researches, analyzes and formulates recommended policies, procedures and forms related to specified Court proceedings and recurring issues at the request of Judges, Judicial Committees and Court Administration; reviews and summarizes evidence, procedural history and legal contentions in matters on Civil, Criminal and Presiding Judge's law and motion calendars, appellate calendar and mandate calendar in civil and criminal trial and post-trial motions, in coordinated proceedings, in juvenile court and family law proceedings, in habeas corpus petitions and in time credits and sentencing matters; reviews and summarizes evidence, procedural history and legal contentions in matters on decedent estate, trust, conservatorship, guardianship, Lanterman Petris and Short (LPS) proceedings and other protected proceedings; researches legal authorities, including statutory and case law of California, other states, federal and foreign jurisdictions, treaties, and other international laws and legislative history using traditional and computerized legal research methods; confers with court investigators in guardianship and conservatorship proceedings when necessary; attends court hearings upon request of assigned judicial officer, prepares summary for each calendared matter identifying and analyzing factual and legal issues, and recommending disposition; prepares memorandum for each matter, summarizing background, identifying and analyzing factual and legal issues and recommending disposition; orally briefs judges on research and analysis pertaining to matters in Superior Court cases; responds to Judges' queries on procedural and substantive issues during trials and pre-trial hearings, including in limine motions, evidentiary objections, jury instructions, status of case authorities cited by counsel and points of substantive law; and, communicates orally and in writing with attorneys, other agencies, unrepresented parties and inmates regarding matters pending before the Court; drafts rulings in Superior Court cases, including minute orders, formal orders, tentative decisions, statements of decision and judgments. (Essential duties may vary from position to position within classifications. Reasonable accommodation will be made when requested and determined by the Court to be appropriate under applicable law. This position may be assigned any other duties as determined and assigned by the Court Executive Officer or his designee). In addition, both the Staff Attorney I and Staff Attorney II positions will be expected to participate in the court's temporary judge program. The conditions for appointment are set forth in Rule 2.812(b) of the California Rules of Court, and the education and training requirements are found in Rule 2.812(c). MINIMUM QUALIFICATIONS: Education: Graduation from an accredited School of Law. Experience: Active, valid membership in the California State Bar. Applicants for the Staff Attorney I position must have at least two (2) years experience in public law, civil and criminal legal practice, including performing legal research and developing legal opinions. Applicants for the Staff Attorney II position must have at least three (3) years of similar experience. Knowledge of: Legal principles, practices, methods and materials of legal research and analysis; Government Code and other California statutes related to Superior Court processes and Rules of Court; principles of civil, criminal, constitutional and administrative law and their application; legal terms, procedures, forms and documents used in court cases. Ability to: Use traditional and computerized legal research methods (Lexis Advance); research, analyze and apply legal principles, facts and precedents to specific legal problems; analyze and appraise a variety of legal documents; research legal issues and present clear and logical arguments and statements of fact and law; establish and maintain cooperative working relationships with those contacted during the course of work; communicate effectively orally and in writing. SPECIAL REQUIREMENTS Must possess a valid California Class 'C" driver's license. Ability to qualify for a security clearance through fingerprinting, traffic and criminal record background investigation, random drug testing and regular TB testing. Ability to sit for extended periods; frequently stand and walk; normal manual dexterity; eye-hand coordination; lift and move objects weighing up to twenty (20) pounds; verbal communication; use of office equipment, including computer, telephone, calculator, copier and fax machine. Travel may be required outside of Kings County for outlying court work site visits, attend meetings, conferences, and trainings. BENEFITS: The Court offers a benefit package to its regular full-time employees (pro-rated if not hired at the beginning of the plan year) which include 13 Court approved holidays; accrued sick/vacation (accrual based on hours worked, minimum 2 weeks/year); a Flexible Benefit Plan to purchase a variety of health insurance plans and related benefits such as Medical Insurance, Dental Insurance, Vision Insurance, Deferred Compensation, Administrative Leave, Medical Reimbursement, Dependent Care Reimbursement, Life Insurance, Cancer Policy, and Short-term/Long-term Disability. A Retirement Plan is provided [2% at age 62] through California Public Employees Retirement System [P.E.R.S.]. A Classic P.E.R.S. Member Retirement Plan is offered [2% at age 55] only if the employee does not have a six-month break in service as a previous CalPERS member or retirement plan member that is reciprocal with P.E.R.S. An Employee Assistance Program is also provided. recblid 9sl1dk7malko9ujkcjhaan80ovdowz
03/24/2021
Full time
STAFF ATTORNEY I/II Staff Attorney I $80,000 - $95,000 D.O.Q. Staff Attorney II $90,000 - $105,000 D.O.Q. JOB OPPORTUNITY The Court is seeking to fill one Staff Attorney I/II position. The level of classification upon hire is within the discretion of the Court based on the candidate's qualifications. ABOUT THE POSITION: Under direction, this professional level position performs a wide range of complex legal research and analysis duties in assistance to judicial officers hearing all case types. This professional level position may also be asked to perform research and drafting duties in assistance to the administration of the court. The Court provides a Telecommuting Program as an alternative work schedule option. The purpose of this program is to attract and retain qualified Staff Attorneys. This is only feasible for those positions or tasks that are amenable to being performed away from the Courthouse. Eligible Staff Attorneys must complete a period of one-year with a satisfactory performance rating. Telecommuter schedules and agreements will be periodically reviewed for efficiency. Participation in the program will be allowed only when it is consistent with the business needs of the Court. DISTINGUISHING CHARACTERISTICS The Staff Attorney I is the entry level of the Staff Attorney classification series, reporting to the Staff Attorney II for guidance. The Staff Attorney I is distinguished from the Staff Attorney II in that the latter performs the more difficult and complex legal duties and/or may serve as a lead worker, mentoring and coordinating the duties of attorneys and other legal staff. Staff Attorney I and Staff Attorney II are established as Exempt positions and report directly to the Presiding Judge for work assignments and the Court Executive Officer for all administrative requests and duties as assigned. ESSENTIAL FUNCTIONS Examples of duties performed by the Staff Attorney I include, but are not limited to, the following: Researches, analyzes and formulates recommended policies, procedures and forms related to specified Court proceedings and recurring issues at the request of Judges, Judicial Committees and Court Administration; reviews and summarizes evidence, procedural history and legal contentions in matters on Civil, Criminal and Presiding Judge's law and motion calendars, appellate calendar and mandate calendar in civil and criminal trial and post-trial motions, in coordinated proceedings, in juvenile court and family law proceedings, in habeas corpus petitions and in time credits and sentencing matters; reviews and summarizes evidence, procedural history and legal contentions in matters on decedent estate, trust, conservatorship, guardianship, Lanterman Petris and Short (LPS) proceedings and other protected proceedings; researches legal authorities, including statutory and case law of California, other states, federal and foreign jurisdictions, treaties, and other international laws and legislative history using traditional and computerized legal research methods; confers with court investigators in guardianship and conservatorship proceedings when necessary; attends court hearings upon request of assigned judicial officer, prepares summary for each calendared matter identifying and analyzing factual and legal issues, and recommending disposition; prepares memorandum for each matter, summarizing background, identifying and analyzing factual and legal issues and recommending disposition; orally briefs judges on research and analysis pertaining to matters in Superior Court cases; responds to Judges' queries on procedural and substantive issues during trials and pre-trial hearings, including in limine motions, evidentiary objections, jury instructions, status of case authorities cited by counsel and points of substantive law; and, communicates orally and in writing with attorneys, other agencies, unrepresented parties and inmates regarding matters pending before the Court; drafts rulings in Superior Court cases, including minute orders, formal orders, tentative decisions, statements of decision and judgments. (Essential duties may vary from position to position within classifications. Reasonable accommodation will be made when requested and determined by the Court to be appropriate under applicable law. This position may be assigned any other duties as determined and assigned by the Court Executive Officer or his designee). In addition, both the Staff Attorney I and Staff Attorney II positions will be expected to participate in the court's temporary judge program. The conditions for appointment are set forth in Rule 2.812(b) of the California Rules of Court, and the education and training requirements are found in Rule 2.812(c). MINIMUM QUALIFICATIONS: Education: Graduation from an accredited School of Law. Experience: Active, valid membership in the California State Bar. Applicants for the Staff Attorney I position must have at least two (2) years experience in public law, civil and criminal legal practice, including performing legal research and developing legal opinions. Applicants for the Staff Attorney II position must have at least three (3) years of similar experience. Knowledge of: Legal principles, practices, methods and materials of legal research and analysis; Government Code and other California statutes related to Superior Court processes and Rules of Court; principles of civil, criminal, constitutional and administrative law and their application; legal terms, procedures, forms and documents used in court cases. Ability to: Use traditional and computerized legal research methods (Lexis Advance); research, analyze and apply legal principles, facts and precedents to specific legal problems; analyze and appraise a variety of legal documents; research legal issues and present clear and logical arguments and statements of fact and law; establish and maintain cooperative working relationships with those contacted during the course of work; communicate effectively orally and in writing. SPECIAL REQUIREMENTS Must possess a valid California Class 'C" driver's license. Ability to qualify for a security clearance through fingerprinting, traffic and criminal record background investigation, random drug testing and regular TB testing. Ability to sit for extended periods; frequently stand and walk; normal manual dexterity; eye-hand coordination; lift and move objects weighing up to twenty (20) pounds; verbal communication; use of office equipment, including computer, telephone, calculator, copier and fax machine. Travel may be required outside of Kings County for outlying court work site visits, attend meetings, conferences, and trainings. BENEFITS: The Court offers a benefit package to its regular full-time employees (pro-rated if not hired at the beginning of the plan year) which include 13 Court approved holidays; accrued sick/vacation (accrual based on hours worked, minimum 2 weeks/year); a Flexible Benefit Plan to purchase a variety of health insurance plans and related benefits such as Medical Insurance, Dental Insurance, Vision Insurance, Deferred Compensation, Administrative Leave, Medical Reimbursement, Dependent Care Reimbursement, Life Insurance, Cancer Policy, and Short-term/Long-term Disability. A Retirement Plan is provided [2% at age 62] through California Public Employees Retirement System [P.E.R.S.]. A Classic P.E.R.S. Member Retirement Plan is offered [2% at age 55] only if the employee does not have a six-month break in service as a previous CalPERS member or retirement plan member that is reciprocal with P.E.R.S. An Employee Assistance Program is also provided. recblid 9sl1dk7malko9ujkcjhaan80ovdowz
