Description: Position Overview The Chief Executive Officer (CEO) serves as the senior executive responsible for providing strategic leadership, operational oversight, and fiscal stewardship for the Tribal Corporation and its subsidiary contracting entities to include of IVAAL Solutions, LLCs and IVAAL Federal, LLCs operations and professional services. The CEO ensures sustainable growth, compliance with all federal regulations, and advancement of the economic interests of the Tribal Nation through diversified contracting opportunities in the federal marketplace. The ideal candidate will have a strong background in federal contracting, tribal enterprise management, and business development within SBA 8(a), HUBZone, or other socioeconomic programs. Key Responsibilities Strategic Leadership & Governance Develop and execute short- and long-term strategic plans aligned with the vision and directives of the Tribal Council and Board of Directors. Serve as the primary liaison between the Tribal Council and subsidiary leadership to ensure alignment with tribal values, sovereignty, and economic development goals. Recommend and implement policies, corporate structures, and operational strategies that drive sustainable growth and diversification. Business Development & Federal Contracting Direct business development and capture management strategies targeting federal, state, and commercial contracting opportunities. Build and maintain relationships with key federal agencies, prime contractors, and industry partners. Oversee proposal development, pricing strategies, and contract negotiations to ensure competitive positioning and compliance. Ensure all entities maintain good standing with SBA programs (8(a), HUBZone, SDVOSB, etc.) and comply with all regulatory requirements. Financial & Operational Oversight Lead the development and execution of annual budgets, forecasts, and performance metrics. Driving profitably and expanding the company. Oversee financial operations, ensuring fiscal integrity, profitability, and accountability across subsidiaries. Ensure effective internal controls, risk management, and compliance with federal acquisition regulations (FAR), DCAA, and other governing requirements. Optimize operational efficiency through continuous improvement initiatives and performance management. Organizational Leadership & Culture Build and sustain a high-performing executive team through mentorship, accountability, and empowerment. Foster a culture of transparency, integrity, collaboration, and respect that reflects tribal values. Champion workforce development initiatives, including recruitment and advancement of Native professionals. Tribal & Community Relations Promote and protect the economic and sovereign interests of the Tribal Nation. Represent the organization in governmental, tribal, and industry forums. Ensure that business operations contribute to long-term community development and self-sufficiency. Requirements: Required: Bachelors degree in business administration, Management, Finance, or related field and a masters degree (MBA, MPA, or related) Must possess a Top-Secret clearance (Preferably DOD) Minimum of 15 years of progressive leadership experience, with at least 10 years in executive management of a federal contracting organization. Proven success managing P&L responsibility, corporate strategy, and business development in the federal marketplace. Strong understanding of FAR, DFARS, SBA 8(a) program regulations, and federal procurement processes. Demonstrated ability to build relationships with federal clients, primes, and tribal stakeholders. Exceptional communication, negotiation, and leadership skills. Preferred: Insider Threat Program Senior Official (ITPSO) Certification Experience working within or on behalf of tribal enterprises or Alaska Native Corporations (ANCs). Experience with multi-subsidiary management and corporate governance structures. PIe209a74a5e94-0751
12/06/2025
Full time
Description: Position Overview The Chief Executive Officer (CEO) serves as the senior executive responsible for providing strategic leadership, operational oversight, and fiscal stewardship for the Tribal Corporation and its subsidiary contracting entities to include of IVAAL Solutions, LLCs and IVAAL Federal, LLCs operations and professional services. The CEO ensures sustainable growth, compliance with all federal regulations, and advancement of the economic interests of the Tribal Nation through diversified contracting opportunities in the federal marketplace. The ideal candidate will have a strong background in federal contracting, tribal enterprise management, and business development within SBA 8(a), HUBZone, or other socioeconomic programs. Key Responsibilities Strategic Leadership & Governance Develop and execute short- and long-term strategic plans aligned with the vision and directives of the Tribal Council and Board of Directors. Serve as the primary liaison between the Tribal Council and subsidiary leadership to ensure alignment with tribal values, sovereignty, and economic development goals. Recommend and implement policies, corporate structures, and operational strategies that drive sustainable growth and diversification. Business Development & Federal Contracting Direct business development and capture management strategies targeting federal, state, and commercial contracting opportunities. Build and maintain relationships with key federal agencies, prime contractors, and industry partners. Oversee proposal development, pricing strategies, and contract negotiations to ensure competitive positioning and compliance. Ensure all entities maintain good standing with SBA programs (8(a), HUBZone, SDVOSB, etc.) and comply with all regulatory requirements. Financial & Operational Oversight Lead the development and execution of annual budgets, forecasts, and performance metrics. Driving profitably and expanding the company. Oversee financial operations, ensuring fiscal integrity, profitability, and accountability across subsidiaries. Ensure effective internal controls, risk management, and compliance with federal acquisition regulations (FAR), DCAA, and other governing requirements. Optimize operational efficiency through continuous improvement initiatives and performance management. Organizational Leadership & Culture Build and sustain a high-performing executive team through mentorship, accountability, and empowerment. Foster a culture of transparency, integrity, collaboration, and respect that reflects tribal values. Champion workforce development initiatives, including recruitment and advancement of Native professionals. Tribal & Community Relations Promote and protect the economic and sovereign interests of the Tribal Nation. Represent the organization in governmental, tribal, and industry forums. Ensure that business operations contribute to long-term community development and self-sufficiency. Requirements: Required: Bachelors degree in business administration, Management, Finance, or related field and a masters degree (MBA, MPA, or related) Must possess a Top-Secret clearance (Preferably DOD) Minimum of 15 years of progressive leadership experience, with at least 10 years in executive management of a federal contracting organization. Proven success managing P&L responsibility, corporate strategy, and business development in the federal marketplace. Strong understanding of FAR, DFARS, SBA 8(a) program regulations, and federal procurement processes. Demonstrated ability to build relationships with federal clients, primes, and tribal stakeholders. Exceptional communication, negotiation, and leadership skills. Preferred: Insider Threat Program Senior Official (ITPSO) Certification Experience working within or on behalf of tribal enterprises or Alaska Native Corporations (ANCs). Experience with multi-subsidiary management and corporate governance structures. PIe209a74a5e94-0751
University of California Agriculture and Natural Resources
Davis, California
Director, Policies, Compliance and Programmatic Agreements - Davis, CA, Job ID 81577 University of California Agriculture and Natural Resources Job Description This position is responsible for administration of policy, compliance, ethics, and Programmatic Agreements. The University of California Agriculture and Natural Resources (UC ANR) Office of Policy, Compliance, and Programmatic Agreements (PCPA), within the Office of the Controller and Business Services (OCBS), provides leadership for UC ANR policies, compliance obligations, and programmatic agreements, including memoranda of understanding (MOUs). The Director ensures UC ANR's statewide, regional, and county operations comply with University policy and state and federal law, while applying expert knowledge of University of California (UC) policies and regulatory requirements to guide contract terms, agreements, and governance decisions. The Director is the division's central resource for all policy matters. The Director oversees policy development, compliance reviews, and programmatic updates. The role includes evaluating emerging laws and regulations, managing delegations of authority, overseeing conflict of interest reporting, and ensuring compliance with state information and transparency laws. The Director also leads UC ANR's records management and privacy programs to promote consistent and lawful information practices. The Director acts as liaison with the Office of the General Counsel and UCOP administrative offices, advising senior leadership on legal, compliance, and procedural matters. The Director supports the UC ANR Controller, who serves as Campus Ethics and Compliance Officer (CECO) and Locally Designated Official (LDO). The Director contributes to systemwide committees, task forces, and delivers compliance training for UC ANR staff as needed. In addition, the Director is responsible for the recruitment, supervision, training, and evaluation of unit staff. In this role, the Director fosters a culture of service excellence, accountability, and technological proficiency in support of UC ANR's mission. This position is a career appointment that is 100% fixed. The home department for this position is Imm Office Controller Business Services. While this position normally is based in Davis, CA, this position is eligible for hybrid flexible work arrangements for applicants living in the State of California at this time. Please note that hybrid flexible work arrangements are subject to change by the University. Pay Scale: $90,300/year to $129,700/year Job Posting Close Date: This job is open until filled. The first application review date will be 10/20/2025. Key Responsibilities: 25% Project Policy Analysis: Lead the planning, development, and administration of UC ANR policies. Oversee the policy management system and ensure alignment with University-wide standards and applicable laws. Serve as liaison to the UC Office of the President and Systemwide Policy Officers. 20% Ethics & Compliance: Provide leadership in compliance, governance, and accountability frameworks. Promote a culture of safety, equity, and ethical conduct through policies, training, and oversight. Develops and coordinates policy communications; formulates strategies for education, analysis and implementation . Ensure organizational practices align with applicable laws and University standards. 20% Public Accountability and Governance: Oversee records management policies and practices to ensure efficiency, consistency, and compliance. Establish process & guidelines for the retention and disposition of University records. Research and summarize best practices in the field. 15% General Administration: Guide the resolution of complex procedural issues and facilitate organizational improvements. Proposes and leads policy and planning committees and working groups. Manage and develop a professional staff team. Provides direction & manage professional staff in project, research and / or policy analyses, setting responsibility for results in terms of costs, methods, and resources. Provide highly complex analytical and interpretive support to the Controller and senior managers, serve as primary support to the Controller as needed, and ensure compliance with laws, regulations, and UC policies. 10% MOUs and Programmatic agreements: Involves structuring, and/or administering contracts and agreements, including MOUs and leases. Ensure compliance with University policies, state, and federal regulations. Collaborate with stakeholders and engage subject-matter experts as needed. 10% Legal liaison: Serve as liaison with the Office of the General Counsel (OGC). Advise senior leadership on legal and procedural matters to reduce risk and disruption to ANR Programs and operations. Support OGC attorneys and consult on quasi-legal issues. Requirements: Bachelor's degree in related area and / or equivalent experience / training. Comprehensive knowledge of ethics and compliance, including professional standards, internal controls, investigation practices, and applicable state and federal laws, as well as organizational processes, policies, and procedures in large, complex institutions. Demonstrated project management, analytical, and problem-solving skills to lead complex, cross-functional initiatives, evaluate risks, develop solutions, and ensure compliance with organizational priorities and requirements. Strong ability to analyze legal documents, conduct policy analysis, and translate complex requirements into clear, actionable recommendations. Excellent written and verbal communication skills, with the ability to brief leadership, guide staff, and engage effectively across all organizational levels and stakeholder groups. Professionalism, discretion, and sound judgment in managing sensitive issues and fostering collaborative, solutions-oriented outcomes with faculty, staff, management, legal representatives, and external partners. Demonstrated leadership and supervisory skills, with the ability to guide, develop, and evaluate staff while fostering a culture of integrity, accountability, compliance, and service excellence. Preferred Skills: Advanced degree (e.g., JD, MBA, MPA, or related field) or equivalent experience in policy, compliance, or legal administration. Professional certification(s) in compliance, ethics, auditing, or related areas (e.g., CCEP, CIA, CCEP-I). Demonstrated experience in higher education, research administration, or large public institutions with complex governance structures. Familiarity with the University of California's policies, systems, and administrative processes. Experience with public records laws. Skills, knowledge, and experience with internal workplace investigations and monitors or mentors internal and external investigations. Special Conditions of Employment: Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies. The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities. As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited. As a condition of employment, you will be required to comply with the University of California Ensure organizational practices align with applicable laws and University standards. 20% Public Accountability and Governance: Oversee records management policies and practices to ensure efficiency, consistency, and compliance. Establish process & guidelines for the retention and disposition of University records. Research and summarize best practices in the field. 15% General Administration: Guide the resolution of complex procedural issues and facilitate organizational improvements. Proposes and leads policy and planning committees and working groups. Manage and develop a professional staff team. Provides direction & manage professional staff in project, research and / or policy analyses, setting responsibility for results in terms of costs, methods, and resources. Provide highly complex analytical and interpretive support to the Controller and senior managers, serve as primary support to the Controller as needed, and ensure compliance with laws, regulations, and UC policies. 10% MOUs and Programmatic agreements: Involves structuring, and/or administering contracts and agreements, including MOUs and leases. Ensure compliance with University policies, state, and federal regulations. Collaborate with stakeholders and engage subject-matter experts as needed. 10% Legal liaison: Serve as liaison with the Office of the General Counsel (OGC). Advise senior leadership on legal and procedural matters to reduce risk and disruption to ANR Programs and operations . click apply for full job details
12/06/2025
Full time
Director, Policies, Compliance and Programmatic Agreements - Davis, CA, Job ID 81577 University of California Agriculture and Natural Resources Job Description This position is responsible for administration of policy, compliance, ethics, and Programmatic Agreements. The University of California Agriculture and Natural Resources (UC ANR) Office of Policy, Compliance, and Programmatic Agreements (PCPA), within the Office of the Controller and Business Services (OCBS), provides leadership for UC ANR policies, compliance obligations, and programmatic agreements, including memoranda of understanding (MOUs). The Director ensures UC ANR's statewide, regional, and county operations comply with University policy and state and federal law, while applying expert knowledge of University of California (UC) policies and regulatory requirements to guide contract terms, agreements, and governance decisions. The Director is the division's central resource for all policy matters. The Director oversees policy development, compliance reviews, and programmatic updates. The role includes evaluating emerging laws and regulations, managing delegations of authority, overseeing conflict of interest reporting, and ensuring compliance with state information and transparency laws. The Director also leads UC ANR's records management and privacy programs to promote consistent and lawful information practices. The Director acts as liaison with the Office of the General Counsel and UCOP administrative offices, advising senior leadership on legal, compliance, and procedural matters. The Director supports the UC ANR Controller, who serves as Campus Ethics and Compliance Officer (CECO) and Locally Designated Official (LDO). The Director contributes to systemwide committees, task forces, and delivers compliance training for UC ANR staff as needed. In addition, the Director is responsible for the recruitment, supervision, training, and evaluation of unit staff. In this role, the Director fosters a culture of service excellence, accountability, and technological proficiency in support of UC ANR's mission. This position is a career appointment that is 100% fixed. The home department for this position is Imm Office Controller Business Services. While this position normally is based in Davis, CA, this position is eligible for hybrid flexible work arrangements for applicants living in the State of California at this time. Please note that hybrid flexible work arrangements are subject to change by the University. Pay Scale: $90,300/year to $129,700/year Job Posting Close Date: This job is open until filled. The first application review date will be 10/20/2025. Key Responsibilities: 25% Project Policy Analysis: Lead the planning, development, and administration of UC ANR policies. Oversee the policy management system and ensure alignment with University-wide standards and applicable laws. Serve as liaison to the UC Office of the President and Systemwide Policy Officers. 20% Ethics & Compliance: Provide leadership in compliance, governance, and accountability frameworks. Promote a culture of safety, equity, and ethical conduct through policies, training, and oversight. Develops and coordinates policy communications; formulates strategies for education, analysis and implementation . Ensure organizational practices align with applicable laws and University standards. 20% Public Accountability and Governance: Oversee records management policies and practices to ensure efficiency, consistency, and compliance. Establish process & guidelines for the retention and disposition of University records. Research and summarize best practices in the field. 15% General Administration: Guide the resolution of complex procedural issues and facilitate organizational improvements. Proposes and leads policy and planning committees and working groups. Manage and develop a professional staff team. Provides direction & manage professional staff in project, research and / or policy analyses, setting responsibility for results in terms of costs, methods, and resources. Provide highly complex analytical and interpretive support to the Controller and senior managers, serve as primary support to the Controller as needed, and ensure compliance with laws, regulations, and UC policies. 10% MOUs and Programmatic agreements: Involves structuring, and/or administering contracts and agreements, including MOUs and leases. Ensure compliance with University policies, state, and federal regulations. Collaborate with stakeholders and engage subject-matter experts as needed. 10% Legal liaison: Serve as liaison with the Office of the General Counsel (OGC). Advise senior leadership on legal and procedural matters to reduce risk and disruption to ANR Programs and operations. Support OGC attorneys and consult on quasi-legal issues. Requirements: Bachelor's degree in related area and / or equivalent experience / training. Comprehensive knowledge of ethics and compliance, including professional standards, internal controls, investigation practices, and applicable state and federal laws, as well as organizational processes, policies, and procedures in large, complex institutions. Demonstrated project management, analytical, and problem-solving skills to lead complex, cross-functional initiatives, evaluate risks, develop solutions, and ensure compliance with organizational priorities and requirements. Strong ability to analyze legal documents, conduct policy analysis, and translate complex requirements into clear, actionable recommendations. Excellent written and verbal communication skills, with the ability to brief leadership, guide staff, and engage effectively across all organizational levels and stakeholder groups. Professionalism, discretion, and sound judgment in managing sensitive issues and fostering collaborative, solutions-oriented outcomes with faculty, staff, management, legal representatives, and external partners. Demonstrated leadership and supervisory skills, with the ability to guide, develop, and evaluate staff while fostering a culture of integrity, accountability, compliance, and service excellence. Preferred Skills: Advanced degree (e.g., JD, MBA, MPA, or related field) or equivalent experience in policy, compliance, or legal administration. Professional certification(s) in compliance, ethics, auditing, or related areas (e.g., CCEP, CIA, CCEP-I). Demonstrated experience in higher education, research administration, or large public institutions with complex governance structures. Familiarity with the University of California's policies, systems, and administrative processes. Experience with public records laws. Skills, knowledge, and experience with internal workplace investigations and monitors or mentors internal and external investigations. Special Conditions of Employment: Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies. The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities. As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited. As a condition of employment, you will be required to comply with the University of California Ensure organizational practices align with applicable laws and University standards. 20% Public Accountability and Governance: Oversee records management policies and practices to ensure efficiency, consistency, and compliance. Establish process & guidelines for the retention and disposition of University records. Research and summarize best practices in the field. 15% General Administration: Guide the resolution of complex procedural issues and facilitate organizational improvements. Proposes and leads policy and planning committees and working groups. Manage and develop a professional staff team. Provides direction & manage professional staff in project, research and / or policy analyses, setting responsibility for results in terms of costs, methods, and resources. Provide highly complex analytical and interpretive support to the Controller and senior managers, serve as primary support to the Controller as needed, and ensure compliance with laws, regulations, and UC policies. 10% MOUs and Programmatic agreements: Involves structuring, and/or administering contracts and agreements, including MOUs and leases. Ensure compliance with University policies, state, and federal regulations. Collaborate with stakeholders and engage subject-matter experts as needed. 10% Legal liaison: Serve as liaison with the Office of the General Counsel (OGC). Advise senior leadership on legal and procedural matters to reduce risk and disruption to ANR Programs and operations . click apply for full job details
Description: The Controller is a key strategic and operational leader responsible for establishing, maintaining, and continuously improving MaxCytes accounting and financial control environment. Reporting directly to the Chief Financial Officer, this role provides leadership across all areas of accounting operations, financial reporting, technical accounting, and compliance in a complex, publicly traded life sciences company. The Controller leads a team of 7 accounting professionals, including 3 direct reports, and is responsible for building team capacity to support the company's growth trajectory. The Controller ensures the integrity of financial results, oversees internal controls and SOX compliance, and enables efficient and transparent reporting to executive management and the Board. This successful candidate will be both a hands-on operator and strategic partnercapable of leading process transformation, driving systems modernization, and mentoring a high-performing team. Success requires deep technical accounting knowledge, operational excellence in a manufacturing and regulated environment, and the ability to translate financial insights into strategic actions that enhance enterprise value. The Controller plays a critical role in enabling scalable growth, disciplined execution, and confidence among investors, auditors, and business partners. Serve as a trusted advisor to the CFO, providing insight into financial trends, risks, and opportunities while ensuring readiness for audit, investor, and Board scrutiny. Oversee all daily accounting operations, including general ledger, accounts payable and receivable, payroll, fixed assets, and accruals. Lead the monthly, quarterly, and annual close processes to ensure timely and accurate financial results with a consistent five-day close target. Own the companys internal control framework and ensure compliance with Sarbanes-Oxley (SOX) requirements across all accounting cycles. Oversee external audit processes, technical accounting documentation, and preparation of supporting materials for 10-Q, 10-K, and other SEC filings. Ensure compliance with U.S. GAAP and drive excellence in accounting for complex transactions including revenue recognition (ASC 606), leases (ASC 842), and stock compensation (ASC 718). Oversee revenue recognition across multiple streams including instrument and consumable sales, services, Strategic Platform License (SPL) agreements, milestone payments, and royalties. Partner with FP&A, Legal, and Business Development to interpret contract structures, assess accounting implications, and forecast financial impacts of strategic arrangements. Supervise cost accounting and manufacturing finance activities, ensuring accurate standard cost setup, variance analysis, and product-level profitability insights. Work with operations and supply chain leadership to align financial processes with production workflows, inventory management, and quality system documentation. Develop, maintain, and continuously refine accounting policies and Standard Operating Procedures (SOPs) for key processes, including revenue, inventory, cost accounting, and accruals. Implement automation and process improvements within NetSuite ERP and other systems to enhance efficiency, scalability, and data integrity. Deliver timely management reports and dashboards with actionable insights, linking financial metrics to operational drivers and strategic objectives. Monitor working capital metrics such as DSO, DPO, and inventory turns, identifying opportunities to optimize liquidity and efficiency. Collaborate with FP&A on forecasting, budgeting, and scenario analysis to inform executive decision-making and investor communications. Drive a culture of accountability, continuous improvement, and operational excellence throughout the Finance organization. Recruit, develop, and mentor a high-performing accounting team capable of supporting the companys evolving scale and complexity. Partner cross-functionally with operations, regulatory affairs, quality, and information technology functions to ensure that financial and operational systems are integrated and compliant with internal and external requirements. Champion process transformation initiatives to streamline workflows, enhance reporting accuracy, and strengthen the control environment across the organization Requirements: Bachelors degree in accounting or finance required; CPA strongly preferred; MBA preferred. 10-15 years of progressive accounting and financial leadership experience, including at least two years in a controller role, ideally combining public accounting and public company industry experience. Strong technical accounting expertise with demonstrated mastery of U.S. GAAP, SEC reporting requirements, and SOX internal control standards. Experience within a revenue-generating manufacturing or product-based environment, preferably in the life sciences industry. Deep understanding of cost accounting, inventory valuation, and manufacturing variance analysis in a multi-product environment. Proven success leading high-performing teams and fostering a culture of continuous improvement and accountability. Demonstrated ability to design and implement scalable processes, policies, and systems to support company growth. Hands-on ERP system experience, preferably NetSuite, with strong analytical skills and advanced Excel proficiency. Experience implementing or leveraging business intelligence and reporting tools (e.g., Power BI, Tableau) for KPI and performance management. Exceptional communication and collaboration skills with the ability to partner effectively across functions and influence senior executives. Strong organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced, dynamic environment. High integrity, professional judgment, and commitment to excellence consistent with MaxCytes values and public company standards. The compensation package for this role includes a base salary up to $250k a year, depending on experience, annual bonus, and equity. MaxCyte also offers a comprehensive benefits package including health, dental, vision, life, and disability insurance and generous time off. MaxCyte is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status Compensation details: 00 Yearly Salary PI3ba3a32c2-
12/06/2025
Full time
Description: The Controller is a key strategic and operational leader responsible for establishing, maintaining, and continuously improving MaxCytes accounting and financial control environment. Reporting directly to the Chief Financial Officer, this role provides leadership across all areas of accounting operations, financial reporting, technical accounting, and compliance in a complex, publicly traded life sciences company. The Controller leads a team of 7 accounting professionals, including 3 direct reports, and is responsible for building team capacity to support the company's growth trajectory. The Controller ensures the integrity of financial results, oversees internal controls and SOX compliance, and enables efficient and transparent reporting to executive management and the Board. This successful candidate will be both a hands-on operator and strategic partnercapable of leading process transformation, driving systems modernization, and mentoring a high-performing team. Success requires deep technical accounting knowledge, operational excellence in a manufacturing and regulated environment, and the ability to translate financial insights into strategic actions that enhance enterprise value. The Controller plays a critical role in enabling scalable growth, disciplined execution, and confidence among investors, auditors, and business partners. Serve as a trusted advisor to the CFO, providing insight into financial trends, risks, and opportunities while ensuring readiness for audit, investor, and Board scrutiny. Oversee all daily accounting operations, including general ledger, accounts payable and receivable, payroll, fixed assets, and accruals. Lead the monthly, quarterly, and annual close processes to ensure timely and accurate financial results with a consistent five-day close target. Own the companys internal control framework and ensure compliance with Sarbanes-Oxley (SOX) requirements across all accounting cycles. Oversee external audit processes, technical accounting documentation, and preparation of supporting materials for 10-Q, 10-K, and other SEC filings. Ensure compliance with U.S. GAAP and drive excellence in accounting for complex transactions including revenue recognition (ASC 606), leases (ASC 842), and stock compensation (ASC 718). Oversee revenue recognition across multiple streams including instrument and consumable sales, services, Strategic Platform License (SPL) agreements, milestone payments, and royalties. Partner with FP&A, Legal, and Business Development to interpret contract structures, assess accounting implications, and forecast financial impacts of strategic arrangements. Supervise cost accounting and manufacturing finance activities, ensuring accurate standard cost setup, variance analysis, and product-level profitability insights. Work with operations and supply chain leadership to align financial processes with production workflows, inventory management, and quality system documentation. Develop, maintain, and continuously refine accounting policies and Standard Operating Procedures (SOPs) for key processes, including revenue, inventory, cost accounting, and accruals. Implement automation and process improvements within NetSuite ERP and other systems to enhance efficiency, scalability, and data integrity. Deliver timely management reports and dashboards with actionable insights, linking financial metrics to operational drivers and strategic objectives. Monitor working capital metrics such as DSO, DPO, and inventory turns, identifying opportunities to optimize liquidity and efficiency. Collaborate with FP&A on forecasting, budgeting, and scenario analysis to inform executive decision-making and investor communications. Drive a culture of accountability, continuous improvement, and operational excellence throughout the Finance organization. Recruit, develop, and mentor a high-performing accounting team capable of supporting the companys evolving scale and complexity. Partner cross-functionally with operations, regulatory affairs, quality, and information technology functions to ensure that financial and operational systems are integrated and compliant with internal and external requirements. Champion process transformation initiatives to streamline workflows, enhance reporting accuracy, and strengthen the control environment across the organization Requirements: Bachelors degree in accounting or finance required; CPA strongly preferred; MBA preferred. 10-15 years of progressive accounting and financial leadership experience, including at least two years in a controller role, ideally combining public accounting and public company industry experience. Strong technical accounting expertise with demonstrated mastery of U.S. GAAP, SEC reporting requirements, and SOX internal control standards. Experience within a revenue-generating manufacturing or product-based environment, preferably in the life sciences industry. Deep understanding of cost accounting, inventory valuation, and manufacturing variance analysis in a multi-product environment. Proven success leading high-performing teams and fostering a culture of continuous improvement and accountability. Demonstrated ability to design and implement scalable processes, policies, and systems to support company growth. Hands-on ERP system experience, preferably NetSuite, with strong analytical skills and advanced Excel proficiency. Experience implementing or leveraging business intelligence and reporting tools (e.g., Power BI, Tableau) for KPI and performance management. Exceptional communication and collaboration skills with the ability to partner effectively across functions and influence senior executives. Strong organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced, dynamic environment. High integrity, professional judgment, and commitment to excellence consistent with MaxCytes values and public company standards. The compensation package for this role includes a base salary up to $250k a year, depending on experience, annual bonus, and equity. MaxCyte also offers a comprehensive benefits package including health, dental, vision, life, and disability insurance and generous time off. MaxCyte is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status Compensation details: 00 Yearly Salary PI3ba3a32c2-
INTERNAL CONTROLS OFFICER SENIOR WHAT IS THE OPPORTUNITY? Internal Controls Officer is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events. The team is responsible for providing governance and oversight to enhance the control environment to ensure successful remediation of operational risk exposures. This includes providing practical guidance, functional expertise, strategic direction, and execution rigor to significant operational risk remediation activities. The Senior Officer is responsible for challenging the quality, sufficiency, and completeness of 1LOD risk remediation and control management activities for moderate to high-risk initiatives in compliance with the Issue Management Policy and Standard and the Internal Controls Management Policy (ICMP) and Standard and for communication outcomes of objective assessment through escalation and reporting to Senior Management as necessary. WHAT WILL YOU DO? Conduct review and challenge of remediation initiatives to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing challenge throughout the Issue Management Lifecycle, which may include issue data details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; and sustainability. Conduct review and challenge of controls implemented. This includes providing feedback to risk and control owners and control assessment teams related to the following control management activities: control identification to match appropriate controls with identified risk exposures to lower the residual risk level; completeness and robustness of control documentation; reasonableness of control assessment approach and sample selection; consistency of design effectiveness and operating effectiveness conclusions with supporting evidence; and appropriateness of documented issues and action plans to remediate identified control failure. Ensures work is produced and documented in alignment with quality and content requirements. Provides clear and transparent updates on remediation progress Exercises independent judgment in identifying and assessing risk. Prepares, reviews, and presents review and challenge results to Leadership, including outlining the risk of control deficiencies Ensures observations and findings are documented and escalated to appropriate leadership. Exercises effective communication and promotes positive client relations with business line colleagues and management Maintains authoritative knowledge and understanding of laws and regulations, regulatory guidance, policy, and procedures for operational functions covered. Provides 2LOD audit and regulatory exam support. Executes additional departmental initiatives and other duties as assigned. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 7 years of experience in financial services industry, with at least five years in an operational risk management, internal audit, or compliance role Minimum 3 years of control assessment and validation experience Minimum 1 year of supervisory experience Additional Qualifications Bachelor's degree or higher and other professional qualifications such as a CPA, CA, etc. Strong business knowledge of financial services Understanding of Risk Management/Operational Risk Management and Internal Controls testing methodology Strong knowledge of issue management practices with proven experience in issue management design and/or execution Ability to handle complexity and ambiguity Proven track record building strong relationships across multiple business functions Ability to deal effectively with conflict Well-developed influencing, analytical and problem solving skills Must be able to convey complex concepts in a clear and concise manner Ability to work independently with effective time and project management Ability to work in a matrix environment Strong interpersonal/teamwork skills Strong communication (verbal and written), negotiation, and presentation skills required WHAT'S IN IT FOR YOU? Compensation Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
12/05/2025
Full time
INTERNAL CONTROLS OFFICER SENIOR WHAT IS THE OPPORTUNITY? Internal Controls Officer is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events. The team is responsible for providing governance and oversight to enhance the control environment to ensure successful remediation of operational risk exposures. This includes providing practical guidance, functional expertise, strategic direction, and execution rigor to significant operational risk remediation activities. The Senior Officer is responsible for challenging the quality, sufficiency, and completeness of 1LOD risk remediation and control management activities for moderate to high-risk initiatives in compliance with the Issue Management Policy and Standard and the Internal Controls Management Policy (ICMP) and Standard and for communication outcomes of objective assessment through escalation and reporting to Senior Management as necessary. WHAT WILL YOU DO? Conduct review and challenge of remediation initiatives to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing challenge throughout the Issue Management Lifecycle, which may include issue data details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; and sustainability. Conduct review and challenge of controls implemented. This includes providing feedback to risk and control owners and control assessment teams related to the following control management activities: control identification to match appropriate controls with identified risk exposures to lower the residual risk level; completeness and robustness of control documentation; reasonableness of control assessment approach and sample selection; consistency of design effectiveness and operating effectiveness conclusions with supporting evidence; and appropriateness of documented issues and action plans to remediate identified control failure. Ensures work is produced and documented in alignment with quality and content requirements. Provides clear and transparent updates on remediation progress Exercises independent judgment in identifying and assessing risk. Prepares, reviews, and presents review and challenge results to Leadership, including outlining the risk of control deficiencies Ensures observations and findings are documented and escalated to appropriate leadership. Exercises effective communication and promotes positive client relations with business line colleagues and management Maintains authoritative knowledge and understanding of laws and regulations, regulatory guidance, policy, and procedures for operational functions covered. Provides 2LOD audit and regulatory exam support. Executes additional departmental initiatives and other duties as assigned. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 7 years of experience in financial services industry, with at least five years in an operational risk management, internal audit, or compliance role Minimum 3 years of control assessment and validation experience Minimum 1 year of supervisory experience Additional Qualifications Bachelor's degree or higher and other professional qualifications such as a CPA, CA, etc. Strong business knowledge of financial services Understanding of Risk Management/Operational Risk Management and Internal Controls testing methodology Strong knowledge of issue management practices with proven experience in issue management design and/or execution Ability to handle complexity and ambiguity Proven track record building strong relationships across multiple business functions Ability to deal effectively with conflict Well-developed influencing, analytical and problem solving skills Must be able to convey complex concepts in a clear and concise manner Ability to work independently with effective time and project management Ability to work in a matrix environment Strong interpersonal/teamwork skills Strong communication (verbal and written), negotiation, and presentation skills required WHAT'S IN IT FOR YOU? Compensation Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Description: TrustBank is seeking a highly motivated individual to join our growing team. This is an entry level position. The Associate Credit Analyst will be mentored by the AVP, Senior Credit Risk Manager and/or other experienced Credit Analysts on how to properly evaluate the financial strength and creditworthiness of an applicant across various industries. Job Description Job Title: Associate Credit Analyst Department: Risk Management Reports To : AVP, Senior Credit Risk Manager FLSA Status: Non-Exempt Type of Position: Full-Time Job Summary The Associate Credit Analyst is responsible for assessing the creditworthiness of applicants across a variety of loan types, including commercial, real estate, agricultural, and consumer. This role involves analyzing financial statements, tax returns, and cash flow to identify repayment capacity, financial trends, and peer performance year over year. The analyst will prepare detailed credit presentations that highlight the strengths, weaknesses, and risks of each loan relationship, provide collateral evaluations and loan-to-value calculations, and recommend appropriate risk ratings. While collaborating with loan officers throughout the underwriting process, the Associate Credit Analyst must maintain independence in analysis, identify potential credit issues, and ensure compliance with internal policies and regulatory requirements. Primary Duties and Responsibilities 1.Analyze the overall credit quality and risk of applicants by reviewing financial statements, tax returns, credit reports, collateral values, and other relevant information including independent online research. 2.Prepare accurate financial spreads, ratio analyses, and cash flow models using spreadsheet and word processing tools. 3.Develop comprehensive credit presentations that include repayment capacity of the borrowers and guarantors, collateral descriptions, loan-to value calculations, and a clear summary of strengths, weaknesses, and risks. 4.Collaborate and communicate clearly with loan officers to assess client needs, loan structure, and pricing. Communicate directly with clients, as needed. 5.Ensure credit analysis and presentations reflect adherence to internal credit policies, loan administration procedures, and regulatory requirements. 6.Document policy or documentation exceptions, as well as prior-to-close conditions. 7.Assign and recommend credit risk ratings in accordance with Loan Policy guidelines. 8.Participate as a non-voting member of the Loan Committee meetings, exercising sound judgement and maintaining constructive communication. 9.Determine whether requests for information should be furnished or refused based on confidentiality, requiring strong judgment and quick decision-making. 10.Recognize irregular or suspicious transactions and take appropriate steps to prevent loss. Help ensure compliance with BSA/AML/OFAC regulations. 11.Assist with annual loan reviews and portfolio monitoring as requested, including providing support to the Auditor during internal and external audits. 12.Additional responsibilities as needed to support departmental and organizational goals. Traits/Characteristics of a Successful Associate Credit Analyst Strong attention to detail and accuracy. Basic understanding of financial statements - balance sheets, income statements, and cash flow statements, with a willingness to deepen knowledge through training and experience. Critical thinking, exercise sound judgment, and learn to form independent perspectives with guidance. Adaptability to changing workloads Comfortable managing multiple tasks and shifting priorities in a dynamic environment. Eagerness to learn risk assessment principles Shows interest in understanding credit risk and how it impacts decision-making. Self-motivated and proactive and takes initiative in learning and contributing to team goals. Inquisitive and curious with a desire to understand why. Professionalism and integrity and can demonstrate respect in all interactions, including challenging conversations. Working Conditions and Essential Functions The position is Monday through Friday, typically from 8 AM 5 PM and is a minimum of forty hours a week, but longer hours may be needed to meet the demands of the job. There is a well-lit office environment, and the noise level is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25 pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Ability to travel via air, rail, automobile and or/bus (if position requires travel). Compensation and Benefits Total compensation for this position is $21.50 per hour to $31.25 per hour. TrustBank provides a generous benefits offering, with details on our banks website: TrustBank Core Values Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. Strictly manage and protect sensitive information to which you are entrusted. Disclosures TrustBank recognizes that people are our banks strength, and we place a high value on diversity and inclusion. We do not discriminate based on any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: November 3, 2025 Requirements: Education and/or Experience Bachelor's degree (B. S.) from a four-year college or university with a focus on finance, accounting, or economics. Related experience in a banking environment and/or the agriculture industry is preferred. Required Skills and Abilities 1.Ability to self-review and identify errors in written presentations, analysis, and reporting. 2.Proficient in Microsoft Word and Excel with the ability to adapt Excel formats, data validations, formulas, conditional formatting, pivot tables, and financial modeling and analysis. 3.Excellent report writing, grammar, and verbal communication skills. 4.Ability to produce clear, professional credit presentations. 5.Organizational and time management skills, including the ability to manage multiple priorities and deadlines. 6.Willingness to learn loan policy, lending regulations, and overall bank procedures. 7.Capacity to develop a solid understanding of the banks core processing system to assemble data and generate reports. Compensation details: 21.5-31.25 Hourly Wage PI593e2ad1fa75-0007
12/05/2025
Full time
Description: TrustBank is seeking a highly motivated individual to join our growing team. This is an entry level position. The Associate Credit Analyst will be mentored by the AVP, Senior Credit Risk Manager and/or other experienced Credit Analysts on how to properly evaluate the financial strength and creditworthiness of an applicant across various industries. Job Description Job Title: Associate Credit Analyst Department: Risk Management Reports To : AVP, Senior Credit Risk Manager FLSA Status: Non-Exempt Type of Position: Full-Time Job Summary The Associate Credit Analyst is responsible for assessing the creditworthiness of applicants across a variety of loan types, including commercial, real estate, agricultural, and consumer. This role involves analyzing financial statements, tax returns, and cash flow to identify repayment capacity, financial trends, and peer performance year over year. The analyst will prepare detailed credit presentations that highlight the strengths, weaknesses, and risks of each loan relationship, provide collateral evaluations and loan-to-value calculations, and recommend appropriate risk ratings. While collaborating with loan officers throughout the underwriting process, the Associate Credit Analyst must maintain independence in analysis, identify potential credit issues, and ensure compliance with internal policies and regulatory requirements. Primary Duties and Responsibilities 1.Analyze the overall credit quality and risk of applicants by reviewing financial statements, tax returns, credit reports, collateral values, and other relevant information including independent online research. 2.Prepare accurate financial spreads, ratio analyses, and cash flow models using spreadsheet and word processing tools. 3.Develop comprehensive credit presentations that include repayment capacity of the borrowers and guarantors, collateral descriptions, loan-to value calculations, and a clear summary of strengths, weaknesses, and risks. 4.Collaborate and communicate clearly with loan officers to assess client needs, loan structure, and pricing. Communicate directly with clients, as needed. 5.Ensure credit analysis and presentations reflect adherence to internal credit policies, loan administration procedures, and regulatory requirements. 6.Document policy or documentation exceptions, as well as prior-to-close conditions. 7.Assign and recommend credit risk ratings in accordance with Loan Policy guidelines. 8.Participate as a non-voting member of the Loan Committee meetings, exercising sound judgement and maintaining constructive communication. 9.Determine whether requests for information should be furnished or refused based on confidentiality, requiring strong judgment and quick decision-making. 10.Recognize irregular or suspicious transactions and take appropriate steps to prevent loss. Help ensure compliance with BSA/AML/OFAC regulations. 11.Assist with annual loan reviews and portfolio monitoring as requested, including providing support to the Auditor during internal and external audits. 12.Additional responsibilities as needed to support departmental and organizational goals. Traits/Characteristics of a Successful Associate Credit Analyst Strong attention to detail and accuracy. Basic understanding of financial statements - balance sheets, income statements, and cash flow statements, with a willingness to deepen knowledge through training and experience. Critical thinking, exercise sound judgment, and learn to form independent perspectives with guidance. Adaptability to changing workloads Comfortable managing multiple tasks and shifting priorities in a dynamic environment. Eagerness to learn risk assessment principles Shows interest in understanding credit risk and how it impacts decision-making. Self-motivated and proactive and takes initiative in learning and contributing to team goals. Inquisitive and curious with a desire to understand why. Professionalism and integrity and can demonstrate respect in all interactions, including challenging conversations. Working Conditions and Essential Functions The position is Monday through Friday, typically from 8 AM 5 PM and is a minimum of forty hours a week, but longer hours may be needed to meet the demands of the job. There is a well-lit office environment, and the noise level is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25 pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Ability to travel via air, rail, automobile and or/bus (if position requires travel). Compensation and Benefits Total compensation for this position is $21.50 per hour to $31.25 per hour. TrustBank provides a generous benefits offering, with details on our banks website: TrustBank Core Values Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. Strictly manage and protect sensitive information to which you are entrusted. Disclosures TrustBank recognizes that people are our banks strength, and we place a high value on diversity and inclusion. We do not discriminate based on any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: November 3, 2025 Requirements: Education and/or Experience Bachelor's degree (B. S.) from a four-year college or university with a focus on finance, accounting, or economics. Related experience in a banking environment and/or the agriculture industry is preferred. Required Skills and Abilities 1.Ability to self-review and identify errors in written presentations, analysis, and reporting. 2.Proficient in Microsoft Word and Excel with the ability to adapt Excel formats, data validations, formulas, conditional formatting, pivot tables, and financial modeling and analysis. 3.Excellent report writing, grammar, and verbal communication skills. 4.Ability to produce clear, professional credit presentations. 5.Organizational and time management skills, including the ability to manage multiple priorities and deadlines. 6.Willingness to learn loan policy, lending regulations, and overall bank procedures. 7.Capacity to develop a solid understanding of the banks core processing system to assemble data and generate reports. Compensation details: 21.5-31.25 Hourly Wage PI593e2ad1fa75-0007
National Radio Astronomy Observatory
Socorro, New Mexico
National Radio Astronomy Observatory Title: Assistant Director, Science Support and Research Location: 800 Bradbury Dr SE, Albuquerque, NM 87106, USA• NRAO Headquarters, 520 Edgemont Rd, CHARLOTTESVILLE, Virginia, United States of America• NRAO Array Operations Center, PO Box 0, SOCORRO, New Mexico, United States of America Requisition Number: 130 Job Family: Mgmt & Senior Admin Pay Type: Salary Required Education: MGT Position Description: Position Summary The National Radio Astronomy Observatory (NRAO) is a prestigious research and development organization that plays a vital role in the study of the universe. The Observatory operates a variety of radio telescopes that span the globe, including the famous Very Large Array (VLA) in New Mexico, the Very Large Baseline Array (VLBA) distributed across the United States and its territories, the Green Bank Telescope in West Virginia, and the Atacama Large Millimeter/submillimeter Array (ALMA) in Chile. These telescopes are among the most advanced in the world, allowing astronomers to explore the universe in unprecedented detail. The NRAO announces an employment opportunity for an Assistant Director for Science Support and Research (SSR). The Assistant Director for Science Support and Research is the chief science officer for the Observatory and is responsible for supporting all scientific users of NRAO instruments and coordinating the scientific research of the NRAO staff. This is an opportunity for an experienced scientist, with a track record of management and leadership, to take on an influential role in the senior management team of one of the world's leading observatories. The appointee will help expand the delivery of data to a global community of astronomers (Science Ready Data Products), and contribute to the definition and planning of the Next Generation VLA - envisaged to be an interferometric array with more than 10 times the sensitivity and spatial resolution of the current VLA and ALMA, operating at frequencies spanning 1.2 116 GHz with extended baselines reaching across North America. The AD/SSR is responsible for managing time allocation and the proposal handling processes for the VLA, VLBA, and GBT. The AD/SSR is tasked with ensuring a uniform and effective interface for NRAO's user communities across all their telescopes and taking account of the ALMA review process which is the responsibility of the Joint ALMA Observatory. The AD/SSR manages staff responsible for common scientific services provided in support of our instruments, and coordinates outward -facing activities across all sites to minimize duplication and achieve optimal efficiency in support of all users of NRAO facilities. The AD/SSR reports to the NRAO Director. The incumbent is responsible for defining and improving NRAO's interface to our user community, and coordinating and evaluating the research environment for our scientific staff. Additionally, the AD/SSR will support and encourage scientific staff to actively participate in broader impact activities. The appointee will be a member of the NRAO Scientific Staff. The nature and level of the appointment will be negotiated with the appointee. The selected individual will be based in either Charlottesville, VA, Socorro or Albuquerque, NM, and will be expected to travel regularly between the NRAO sites and facilities. Partial teleworking arrangements will be considered. Job Duties Summary Responsibilities will include, but are not limited to: Extend and improve the production of Science- Ready Data Products (SRDP) for NRAO instruments; interface closely to other stakeholders (e.g. scientific users, NRAO staff, Data Management and Software) to achieve this goal and expand community adoption of high level data products. Manage the NRAO Telescope Time Allocation (TTA) process, including developing appropriate revisions to policy, documentation, tools and procedures as needed. Oversee the recruitment, hiring, review and promotion of the NRAO scientific staff, and regular revision of the Scientific Staff Policy Manual. Review and approve scientific staff external grant proposals. Coordinate the Jansky Fellowship program and other NRAO postdoctoral appointments, ensuring that this vital program continues to attract and develop some of the most promising astronomers in the world with expertise in NRAO science and capabilities. Coordinate the activities of the NRAO Library and Historical archives, as well as oversee the NRAO statistics and metric functions and page charge support. Organize the selection of the NRAO- wide Jansky Lecture series awardees. Select, train and develop scientific and professional staff capable of meeting current organizational needs and future requirements of the Observatory; set goals for, evaluate and address scientific staff performance. Develop and communicate an integrated view of SSR activities within NRAO. Ensure that projects overseen by SSR are planned and completed within established controls and according to Observatory priorities, in collaboration with the NRAO Program Management Dept. Assist in the preparation and review of Observatory planning and reporting documents, including annual program plan, budget, strategic and long- range plans. Develop, monitor and report on NRAO's observing-related metrics, and lead the collection, collation and delivery of the quarterly Observatory-wide Performance Evaluation and Management report. Report and track to closure all SSR risk items. Ensure proactive compliance with NRAO and government safety policies and procedures. Work Environment Work is typically performed in a research and development environment. Must be able to travel both domestically and internationally by air carrier. Who You Are: You have a PhD degree, preferably in Astronomy, physics, or a closely related field. You have at least five years' experience in astronomy and data analysis, observatory operations, liaising with the research community, and a record of successful management in a relevant environment including budget planning, and project management. Highly desirable - you have an outstanding scientific, technical and managerial achievements in radio interferometry and arrays and single dishes. A demonstrated background in observatory operations or management and the ability to work closely with site managers and scientific staff members would be preferred. Competency Summary Must possess excellent analytical, communication and organizational skills. Must be able to communicate effectively both verbally and in writing. Strong leadership ability is required. Additional Requirement Observatory employees must be authorized to work in the United States. The Observatory presently cannot sponsor H-1B visas for this position. Compensation and Total Rewards: Associated Universities, Inc (AUI) offers a comprehensive total rewards package to eligible staff members. We are committed to serving our employees and their families with a wide-ranging and competitive total rewards package that supports employees and their overall well-being and career growth. Compensation AUI strives to attract and retain dedicated, highly qualified, competent, and motivated employees by offering competitive compensation and recognition for performance. Factors which may affect starting pay may include: education, experience, skills, competencies, other qualifications of the successful candidate, as well as internal equity and labor market conditions. Benefits AUI's benefits package addresses the needs of employees and their families with most benefits beginning on the first day of employment. AUI provides excellent paid time off (13 holidays, annual accrual of up to 24 vacation days and 15 sick days, additional time off for doctor/dentist visits, and 8 weeks of paid parental leave). Medical, dental and vision plans are effective on the first day of employment. AUI's retirement benefit contributes an amount equal to 10 percent of a qualified participant's base pay with no required employee contribution; we also offer an optional supplemental, tax-deferred plan for employee retirement contributions. Application Instructions: Select the "Apply" button. Please prepare a single PDF document consisting of the following items: Cover letter outlining your interest in and aptitude for this position. Curriculum vitae. List containing the names of at least 3 referees. Applicants should arrange for three letters of reference to be sent to . Consideration of applications will begin immediately and will continue until the position is filled. Equal Opportunity Employer Statement: AUI is an equal opportunity employer. To view our complete statement, please visit If you require reasonable accommodation for any part of the application or hiring process due to a disability, you may submit your request by sending an email to . PM20 PI26a215c7beef-7085
12/04/2025
Full time
National Radio Astronomy Observatory Title: Assistant Director, Science Support and Research Location: 800 Bradbury Dr SE, Albuquerque, NM 87106, USA• NRAO Headquarters, 520 Edgemont Rd, CHARLOTTESVILLE, Virginia, United States of America• NRAO Array Operations Center, PO Box 0, SOCORRO, New Mexico, United States of America Requisition Number: 130 Job Family: Mgmt & Senior Admin Pay Type: Salary Required Education: MGT Position Description: Position Summary The National Radio Astronomy Observatory (NRAO) is a prestigious research and development organization that plays a vital role in the study of the universe. The Observatory operates a variety of radio telescopes that span the globe, including the famous Very Large Array (VLA) in New Mexico, the Very Large Baseline Array (VLBA) distributed across the United States and its territories, the Green Bank Telescope in West Virginia, and the Atacama Large Millimeter/submillimeter Array (ALMA) in Chile. These telescopes are among the most advanced in the world, allowing astronomers to explore the universe in unprecedented detail. The NRAO announces an employment opportunity for an Assistant Director for Science Support and Research (SSR). The Assistant Director for Science Support and Research is the chief science officer for the Observatory and is responsible for supporting all scientific users of NRAO instruments and coordinating the scientific research of the NRAO staff. This is an opportunity for an experienced scientist, with a track record of management and leadership, to take on an influential role in the senior management team of one of the world's leading observatories. The appointee will help expand the delivery of data to a global community of astronomers (Science Ready Data Products), and contribute to the definition and planning of the Next Generation VLA - envisaged to be an interferometric array with more than 10 times the sensitivity and spatial resolution of the current VLA and ALMA, operating at frequencies spanning 1.2 116 GHz with extended baselines reaching across North America. The AD/SSR is responsible for managing time allocation and the proposal handling processes for the VLA, VLBA, and GBT. The AD/SSR is tasked with ensuring a uniform and effective interface for NRAO's user communities across all their telescopes and taking account of the ALMA review process which is the responsibility of the Joint ALMA Observatory. The AD/SSR manages staff responsible for common scientific services provided in support of our instruments, and coordinates outward -facing activities across all sites to minimize duplication and achieve optimal efficiency in support of all users of NRAO facilities. The AD/SSR reports to the NRAO Director. The incumbent is responsible for defining and improving NRAO's interface to our user community, and coordinating and evaluating the research environment for our scientific staff. Additionally, the AD/SSR will support and encourage scientific staff to actively participate in broader impact activities. The appointee will be a member of the NRAO Scientific Staff. The nature and level of the appointment will be negotiated with the appointee. The selected individual will be based in either Charlottesville, VA, Socorro or Albuquerque, NM, and will be expected to travel regularly between the NRAO sites and facilities. Partial teleworking arrangements will be considered. Job Duties Summary Responsibilities will include, but are not limited to: Extend and improve the production of Science- Ready Data Products (SRDP) for NRAO instruments; interface closely to other stakeholders (e.g. scientific users, NRAO staff, Data Management and Software) to achieve this goal and expand community adoption of high level data products. Manage the NRAO Telescope Time Allocation (TTA) process, including developing appropriate revisions to policy, documentation, tools and procedures as needed. Oversee the recruitment, hiring, review and promotion of the NRAO scientific staff, and regular revision of the Scientific Staff Policy Manual. Review and approve scientific staff external grant proposals. Coordinate the Jansky Fellowship program and other NRAO postdoctoral appointments, ensuring that this vital program continues to attract and develop some of the most promising astronomers in the world with expertise in NRAO science and capabilities. Coordinate the activities of the NRAO Library and Historical archives, as well as oversee the NRAO statistics and metric functions and page charge support. Organize the selection of the NRAO- wide Jansky Lecture series awardees. Select, train and develop scientific and professional staff capable of meeting current organizational needs and future requirements of the Observatory; set goals for, evaluate and address scientific staff performance. Develop and communicate an integrated view of SSR activities within NRAO. Ensure that projects overseen by SSR are planned and completed within established controls and according to Observatory priorities, in collaboration with the NRAO Program Management Dept. Assist in the preparation and review of Observatory planning and reporting documents, including annual program plan, budget, strategic and long- range plans. Develop, monitor and report on NRAO's observing-related metrics, and lead the collection, collation and delivery of the quarterly Observatory-wide Performance Evaluation and Management report. Report and track to closure all SSR risk items. Ensure proactive compliance with NRAO and government safety policies and procedures. Work Environment Work is typically performed in a research and development environment. Must be able to travel both domestically and internationally by air carrier. Who You Are: You have a PhD degree, preferably in Astronomy, physics, or a closely related field. You have at least five years' experience in astronomy and data analysis, observatory operations, liaising with the research community, and a record of successful management in a relevant environment including budget planning, and project management. Highly desirable - you have an outstanding scientific, technical and managerial achievements in radio interferometry and arrays and single dishes. A demonstrated background in observatory operations or management and the ability to work closely with site managers and scientific staff members would be preferred. Competency Summary Must possess excellent analytical, communication and organizational skills. Must be able to communicate effectively both verbally and in writing. Strong leadership ability is required. Additional Requirement Observatory employees must be authorized to work in the United States. The Observatory presently cannot sponsor H-1B visas for this position. Compensation and Total Rewards: Associated Universities, Inc (AUI) offers a comprehensive total rewards package to eligible staff members. We are committed to serving our employees and their families with a wide-ranging and competitive total rewards package that supports employees and their overall well-being and career growth. Compensation AUI strives to attract and retain dedicated, highly qualified, competent, and motivated employees by offering competitive compensation and recognition for performance. Factors which may affect starting pay may include: education, experience, skills, competencies, other qualifications of the successful candidate, as well as internal equity and labor market conditions. Benefits AUI's benefits package addresses the needs of employees and their families with most benefits beginning on the first day of employment. AUI provides excellent paid time off (13 holidays, annual accrual of up to 24 vacation days and 15 sick days, additional time off for doctor/dentist visits, and 8 weeks of paid parental leave). Medical, dental and vision plans are effective on the first day of employment. AUI's retirement benefit contributes an amount equal to 10 percent of a qualified participant's base pay with no required employee contribution; we also offer an optional supplemental, tax-deferred plan for employee retirement contributions. Application Instructions: Select the "Apply" button. Please prepare a single PDF document consisting of the following items: Cover letter outlining your interest in and aptitude for this position. Curriculum vitae. List containing the names of at least 3 referees. Applicants should arrange for three letters of reference to be sent to . Consideration of applications will begin immediately and will continue until the position is filled. Equal Opportunity Employer Statement: AUI is an equal opportunity employer. To view our complete statement, please visit If you require reasonable accommodation for any part of the application or hiring process due to a disability, you may submit your request by sending an email to . PM20 PI26a215c7beef-7085
Description: Who We Are: FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family! Recent Achievements Speak Louder Than Words: 2024 & 2025 - American Banker - Top Performing Publicly Traded Bank with under $2b in assets 2023 - American Banker - "Top 5" Community Bank in the Country 2023 - OTCQX - Best 50 Companies 2023 - 5-star Rating Bauer Financial What You Should Expect While Working at FFB: Company ownership through our Employee Stock Ownership Program (ESOP) A friendly, close-Knit work culture that encourages growth Opportunities to Participate in Community Networking Events Benefits Package o Medical/Dental/Vision o Life Insurance o Paid Vacation o 401(k) Retirement Plan o Training & Development o Tuition Reimbursement o Employee Assistance Program o Internal Job Posting & Referral Program Ideal Candidate: FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways: Teamwork - We collaborate, hold each other accountable, and win together. Relationship - We are trustworthy, transparent, and respectful. Authentic - We are humble, vulnerable, and we speak up. Commitment - We are owners Be hungry, responsive, and have a sense of urgency. About the Position: The Commercial Relationship Manager is responsible for soliciting, negotiating, underwriting, and coordinating the closing of equipment, commercial building and business loans in compliance with the Bank's lending policies and procedures; develops business checking and deposit relationships with customers; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Essential Duties: Generates new leads through outbound calls, emails, networking, and in-person meetings. Builds and maintains strong relationships with prospective and existing clients to drive long-term business opportunities. Uses CRM systems to track interactions, update customer records, and manage pipeline activity. Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information. Performs pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends. Gathers and analyzes all information necessary to present a financing request to Senior Management or Loan Committee for approval; meets with existing or potential customers; visits sites of loans; negotiates loan terms and conditions. Coordinates processing of approved loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within his or her portfolio; approves loan disbursements in accordance with agreements. Ensures that credit inquiries and UCC filings are researched to determine credit worthiness and appropriate collateral positioning are achieved. Ensures that certification or deletion of collateral is made by the appropriate personnel. Negotiates, underwrites, and processes renewals of credit facilities. Approves loan payments, draws from lines of credit, and fund transfers within specified limits. Authorizes commitment, engagement, auction, and decline letters. Contributes to the overall profitability of the branch and region; implements costs controls, income generation, and branch and region marketing efforts; monitors expenses to ensure compliance with budget. Verifies funds with mortgage companies and contractors. Develops and maintains knowledge of financial industry, economy, market conditions, rates, vendors and competition. Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena. Reviews NSF and overdraft reports for customers assigned within his or her portfolio; approves or declines such exceptions within established lending limits. Provides deposit and loan account ratings. Updates and corresponds with legal counsel and collectors on workouts, bankruptcies, and charge-offs to ensure all possible precautionary actions or measures are taken. Responsible for achieving annual deposit and loan growth goals assigned by Senior Management. Provides leadership and training to less experienced loan officers and other staff members. Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making. Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively represents the Bank through ethical conduct and community involvement. Demonstrates an understanding of and commitment to EEO policies. Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce. Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role. Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions. Travels up to 75%, including but not limited to frequent trips to client locations, sales presentations, industry conferences, corporate events, and training sessions. Travel may include long-distance flights, overnight stays, and local transportation. Requirements: Bachelor's degree from an accredited college or university required; relevant field preferred (e.g., Business, Finance, or related). Minimum 5 years of related experience in banking, financial services, or relevant industry required. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required. Experienced in growing marketing and business development expertise through direct customer engagement. Advanced math skills: ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Demonstrated ability to cross-sell and explain all products and services with confidence and authority. Knowledge of commercial banking products and services and a strong understanding of federal compliance regulations required. Ability to take initiative and effect change within the Bank through consensus building, negotiation, and conflict resolution. Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees. Strong organizational and time management abilities with attention to detail. Proficient teamwork and relationship skills to contribute to cross-functional collaboration and team success. Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities, to support team and organizational needs. Commitment to continuous learning and professional development to stay current with industry standards and best practices. Ability to maintain authenticity and integrity in all professional interactions, ensuring trust and credibility with stakeholders. . click apply for full job details
12/04/2025
Full time
Description: Who We Are: FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family! Recent Achievements Speak Louder Than Words: 2024 & 2025 - American Banker - Top Performing Publicly Traded Bank with under $2b in assets 2023 - American Banker - "Top 5" Community Bank in the Country 2023 - OTCQX - Best 50 Companies 2023 - 5-star Rating Bauer Financial What You Should Expect While Working at FFB: Company ownership through our Employee Stock Ownership Program (ESOP) A friendly, close-Knit work culture that encourages growth Opportunities to Participate in Community Networking Events Benefits Package o Medical/Dental/Vision o Life Insurance o Paid Vacation o 401(k) Retirement Plan o Training & Development o Tuition Reimbursement o Employee Assistance Program o Internal Job Posting & Referral Program Ideal Candidate: FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways: Teamwork - We collaborate, hold each other accountable, and win together. Relationship - We are trustworthy, transparent, and respectful. Authentic - We are humble, vulnerable, and we speak up. Commitment - We are owners Be hungry, responsive, and have a sense of urgency. About the Position: The Commercial Relationship Manager is responsible for soliciting, negotiating, underwriting, and coordinating the closing of equipment, commercial building and business loans in compliance with the Bank's lending policies and procedures; develops business checking and deposit relationships with customers; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Essential Duties: Generates new leads through outbound calls, emails, networking, and in-person meetings. Builds and maintains strong relationships with prospective and existing clients to drive long-term business opportunities. Uses CRM systems to track interactions, update customer records, and manage pipeline activity. Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information. Performs pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends. Gathers and analyzes all information necessary to present a financing request to Senior Management or Loan Committee for approval; meets with existing or potential customers; visits sites of loans; negotiates loan terms and conditions. Coordinates processing of approved loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within his or her portfolio; approves loan disbursements in accordance with agreements. Ensures that credit inquiries and UCC filings are researched to determine credit worthiness and appropriate collateral positioning are achieved. Ensures that certification or deletion of collateral is made by the appropriate personnel. Negotiates, underwrites, and processes renewals of credit facilities. Approves loan payments, draws from lines of credit, and fund transfers within specified limits. Authorizes commitment, engagement, auction, and decline letters. Contributes to the overall profitability of the branch and region; implements costs controls, income generation, and branch and region marketing efforts; monitors expenses to ensure compliance with budget. Verifies funds with mortgage companies and contractors. Develops and maintains knowledge of financial industry, economy, market conditions, rates, vendors and competition. Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena. Reviews NSF and overdraft reports for customers assigned within his or her portfolio; approves or declines such exceptions within established lending limits. Provides deposit and loan account ratings. Updates and corresponds with legal counsel and collectors on workouts, bankruptcies, and charge-offs to ensure all possible precautionary actions or measures are taken. Responsible for achieving annual deposit and loan growth goals assigned by Senior Management. Provides leadership and training to less experienced loan officers and other staff members. Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making. Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively represents the Bank through ethical conduct and community involvement. Demonstrates an understanding of and commitment to EEO policies. Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce. Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role. Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions. Travels up to 75%, including but not limited to frequent trips to client locations, sales presentations, industry conferences, corporate events, and training sessions. Travel may include long-distance flights, overnight stays, and local transportation. Requirements: Bachelor's degree from an accredited college or university required; relevant field preferred (e.g., Business, Finance, or related). Minimum 5 years of related experience in banking, financial services, or relevant industry required. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required. Experienced in growing marketing and business development expertise through direct customer engagement. Advanced math skills: ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Demonstrated ability to cross-sell and explain all products and services with confidence and authority. Knowledge of commercial banking products and services and a strong understanding of federal compliance regulations required. Ability to take initiative and effect change within the Bank through consensus building, negotiation, and conflict resolution. Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees. Strong organizational and time management abilities with attention to detail. Proficient teamwork and relationship skills to contribute to cross-functional collaboration and team success. Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities, to support team and organizational needs. Commitment to continuous learning and professional development to stay current with industry standards and best practices. Ability to maintain authenticity and integrity in all professional interactions, ensuring trust and credibility with stakeholders. . click apply for full job details
Do you have executive-level leadership experience in the areas of real estate, consumer and/or business lending at a mid- to large-size financial institution? Do you have a passion for leading lending strategies that strengthen communities? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? If so, we'd love to talk with you about Monterra Credit Union's Senior Vice President and Chief Lending Officer Position! Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members' potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. If you value collaboration, forward-thinking, and giving back, this just might be the place for you. SALARY & BENEFITS Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package: Starting pay of $275,000 - $325,000 per year depending on experience Semi-annual bonuses for meeting key financial and operational goals Medical, Dental, Vision, Life, and Long-Term Disability insurances 401(k) including generous matching contributions 457(b) deferred compensation plan Discounts on financial products and services, including mortgage and auto loans Paid time off, tuition reimbursement, and much more! POSITION SUMMARY The Senior Vice President & Chief Lending Officer (SVP/CLO) serves as a senior-level executive working with the CEO, executive team, and the Board of Directors to develop the strategic vision of Monterra Credit Union. The CLO is responsible for leading and managing the credit union's lending operations and sales. The CLO is pivotal in ensuring Monterra Credit Union's lending program achieves growth and profitability goals while maintaining the highest level of credit quality and regulatory compliance. The CLO will collaborate with departments throughout Monterra Credit Union to develop strategies and achieve goals. Supervises: VP of Real Estate Lending, VP of Consumer Lending, VP of Credit Risk, and Director of Business Lending, and is responsible for planning, directing, managing, and evaluating all Commercial Lending, Consumer Lending, Residential Real Estate Lending, Secondary Market, foreclosure and loan modification activities, and financial assistance and credit risk management activities for Monterra Credit Union. The position is also a member of the Senior Leadership Team (SLT) providing overall strategic leadership to the organization. PRIMARY RESPONSIBILITIES Plans, organizes and effectively runs all lending lines of business including Commercial Lending, Consumer Lending, and Residential Real Estate Lending including all lending production, compliance and servicing. Also oversees financial assistance, fraud and credit risk functions. Oversees Commercial Lending, Consumer Lending, Residential and Real Estate Lending, and Financial Assistance and Fraud personnel, including coaching and mentoring of direct reports, setting semi-annual goals, conducting semi-annual performance reviews, recommending promotions and salary changes. Proactively drives new strategies by anticipating and planning for future organizational needs, member/product needs, and ensure all staff understands the overall vision in regards to the strategic goals. Serves as a member of the SLT by actively participating in SLT meetings, mentoring and holding peers and staff responsible for all areas that impact the strategic plan, as well as contributes to high quality member service, growth, risk management and profitability of Monterra Credit Union. Participates in developing Monterra Credit Union's Strategic Plan, Annual Business Plan ("Bold Steps"), and Budget. Works with cross-functional teams in carrying out strategic initiatives. Provides relevant lending-related and credit risk-related input to the annual budget, and maintains accountability for achieving budgetary goals and limits. Determines success measures and service levels for Commercial Lending, Consumer Lending, Residential Real Estate Lending, and financial assistance and fraud, and distills relevant performance data for reporting on a monthly basis. Participates on and is a voting member of the Asset-Liability Management Committee (ALCO) in actively managing Monterra Credit Union's interest rate risk, setting pricing on loans and deposits, managing net interest margin, and managing liquidity to ensure strong earnings while staying within Monterra Credit Union's interest rate and liquidity risk tolerances. Participates on the Credit Risk Management Committee (CRMCO) in actively managing credit risk though sophisticated credit risk analytics, sound internal controls and operating procedures, and solid underwriting practices as a means of delivering on Monterra Credit Union's lending-related value propositions while staying within Monterra Credit Union's credit risk tolerances. Coordinates all Loan Committee meetings for review of new Commercial Real Estate loans. Responsible for directing all secondary market activities, including loan sales, investor servicing, mortgage servicing asset valuation. Owner of MeridianLink - LoansPQ system, which includes contract management, receiving/responding to any system notifications and alerts, vendor accountability, compliance, etc. Works closely with the System Administrators and System Subject Matter Experts as needed to ensure the system is working properly and to its fullest extent. Represents Monterra Credit Union in the community by attending community functions and participating on select Boards. Provides hands-on leadership for trouble-debt restructures, loan modifications, and foreclosures. Recruits, selects, motivates, develops and evaluates staff. Completes, understands and utilizes analytics to review and forecast department, product, and various other metric successes. Evaluates the impact and status of various initiatives. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control. Provides service that aligns with the Credit Union's mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals. PHYSICAL DEMANDS The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands. Employee must occasionally lift and/or move up to 5 pounds. Employee may occasionally work overtime. These activities are not necessarily performed to the same degree and combination every day. Apply Now for Consideration! Monterra Credit Union is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, disability, or protected veteran status. Qualifications Minimum of a bachelor's degree in a related field. Minimum of 10 years' experience in lending for a mid- to large-size financial institution or mortgage broker Ability to plan, organize and effectively run multi-faceted and dynamic Commercial Lending, Consumer Lending and Residential Real Estate Lending of a mid- to large-size financial institution. Strong leadership skills with a proven ability to lead, motivate, and supervise employees. Current knowledge of all laws, rules and regulations pertaining to lending. Thorough knowledge of all aspects of financial institution operational methods practices and services. Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, effective approaches. Ability to plan, implement, and evaluate the achievement of goals, objectives, and work plans. Strong data analytics capabilities. Ability to evaluate and decision real estate and consumer loan exceptions. Knowledge of Commercial Lending programs, operations and methodologies. Ability to establish and maintain effective working relationship with a diverse group of people including Board Members, regulators, Members, employees, attorneys, vendors, and other parties. Knowledge of financial concepts, systems, operations, methodologies, and stands of performance. Ability to communicate effectively both verbally and in writing. Skill in the operation of a personal computer and word processing, spreadsheet, database, and presentation software and Internet access. Occasional travel may be expected.
12/04/2025
Full time
Do you have executive-level leadership experience in the areas of real estate, consumer and/or business lending at a mid- to large-size financial institution? Do you have a passion for leading lending strategies that strengthen communities? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? If so, we'd love to talk with you about Monterra Credit Union's Senior Vice President and Chief Lending Officer Position! Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members' potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. If you value collaboration, forward-thinking, and giving back, this just might be the place for you. SALARY & BENEFITS Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package: Starting pay of $275,000 - $325,000 per year depending on experience Semi-annual bonuses for meeting key financial and operational goals Medical, Dental, Vision, Life, and Long-Term Disability insurances 401(k) including generous matching contributions 457(b) deferred compensation plan Discounts on financial products and services, including mortgage and auto loans Paid time off, tuition reimbursement, and much more! POSITION SUMMARY The Senior Vice President & Chief Lending Officer (SVP/CLO) serves as a senior-level executive working with the CEO, executive team, and the Board of Directors to develop the strategic vision of Monterra Credit Union. The CLO is responsible for leading and managing the credit union's lending operations and sales. The CLO is pivotal in ensuring Monterra Credit Union's lending program achieves growth and profitability goals while maintaining the highest level of credit quality and regulatory compliance. The CLO will collaborate with departments throughout Monterra Credit Union to develop strategies and achieve goals. Supervises: VP of Real Estate Lending, VP of Consumer Lending, VP of Credit Risk, and Director of Business Lending, and is responsible for planning, directing, managing, and evaluating all Commercial Lending, Consumer Lending, Residential Real Estate Lending, Secondary Market, foreclosure and loan modification activities, and financial assistance and credit risk management activities for Monterra Credit Union. The position is also a member of the Senior Leadership Team (SLT) providing overall strategic leadership to the organization. PRIMARY RESPONSIBILITIES Plans, organizes and effectively runs all lending lines of business including Commercial Lending, Consumer Lending, and Residential Real Estate Lending including all lending production, compliance and servicing. Also oversees financial assistance, fraud and credit risk functions. Oversees Commercial Lending, Consumer Lending, Residential and Real Estate Lending, and Financial Assistance and Fraud personnel, including coaching and mentoring of direct reports, setting semi-annual goals, conducting semi-annual performance reviews, recommending promotions and salary changes. Proactively drives new strategies by anticipating and planning for future organizational needs, member/product needs, and ensure all staff understands the overall vision in regards to the strategic goals. Serves as a member of the SLT by actively participating in SLT meetings, mentoring and holding peers and staff responsible for all areas that impact the strategic plan, as well as contributes to high quality member service, growth, risk management and profitability of Monterra Credit Union. Participates in developing Monterra Credit Union's Strategic Plan, Annual Business Plan ("Bold Steps"), and Budget. Works with cross-functional teams in carrying out strategic initiatives. Provides relevant lending-related and credit risk-related input to the annual budget, and maintains accountability for achieving budgetary goals and limits. Determines success measures and service levels for Commercial Lending, Consumer Lending, Residential Real Estate Lending, and financial assistance and fraud, and distills relevant performance data for reporting on a monthly basis. Participates on and is a voting member of the Asset-Liability Management Committee (ALCO) in actively managing Monterra Credit Union's interest rate risk, setting pricing on loans and deposits, managing net interest margin, and managing liquidity to ensure strong earnings while staying within Monterra Credit Union's interest rate and liquidity risk tolerances. Participates on the Credit Risk Management Committee (CRMCO) in actively managing credit risk though sophisticated credit risk analytics, sound internal controls and operating procedures, and solid underwriting practices as a means of delivering on Monterra Credit Union's lending-related value propositions while staying within Monterra Credit Union's credit risk tolerances. Coordinates all Loan Committee meetings for review of new Commercial Real Estate loans. Responsible for directing all secondary market activities, including loan sales, investor servicing, mortgage servicing asset valuation. Owner of MeridianLink - LoansPQ system, which includes contract management, receiving/responding to any system notifications and alerts, vendor accountability, compliance, etc. Works closely with the System Administrators and System Subject Matter Experts as needed to ensure the system is working properly and to its fullest extent. Represents Monterra Credit Union in the community by attending community functions and participating on select Boards. Provides hands-on leadership for trouble-debt restructures, loan modifications, and foreclosures. Recruits, selects, motivates, develops and evaluates staff. Completes, understands and utilizes analytics to review and forecast department, product, and various other metric successes. Evaluates the impact and status of various initiatives. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control. Provides service that aligns with the Credit Union's mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals. PHYSICAL DEMANDS The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands. Employee must occasionally lift and/or move up to 5 pounds. Employee may occasionally work overtime. These activities are not necessarily performed to the same degree and combination every day. Apply Now for Consideration! Monterra Credit Union is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, disability, or protected veteran status. Qualifications Minimum of a bachelor's degree in a related field. Minimum of 10 years' experience in lending for a mid- to large-size financial institution or mortgage broker Ability to plan, organize and effectively run multi-faceted and dynamic Commercial Lending, Consumer Lending and Residential Real Estate Lending of a mid- to large-size financial institution. Strong leadership skills with a proven ability to lead, motivate, and supervise employees. Current knowledge of all laws, rules and regulations pertaining to lending. Thorough knowledge of all aspects of financial institution operational methods practices and services. Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, effective approaches. Ability to plan, implement, and evaluate the achievement of goals, objectives, and work plans. Strong data analytics capabilities. Ability to evaluate and decision real estate and consumer loan exceptions. Knowledge of Commercial Lending programs, operations and methodologies. Ability to establish and maintain effective working relationship with a diverse group of people including Board Members, regulators, Members, employees, attorneys, vendors, and other parties. Knowledge of financial concepts, systems, operations, methodologies, and stands of performance. Ability to communicate effectively both verbally and in writing. Skill in the operation of a personal computer and word processing, spreadsheet, database, and presentation software and Internet access. Occasional travel may be expected.
Description: Who We Are: FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family! Recent Achievements Speak Louder Than Words: 2024 & 2025 - American Banker - Top Performing Publicly Traded Bank with under $2b in assets 2023 - American Banker - "Top 5" Community Bank in the Country 2023 - OTCQX - Best 50 Companies 2023 - 5-star Rating Bauer Financial What You Should Expect While Working at FFB: Company ownership through our Employee Stock Ownership Program (ESOP) A friendly, close-Knit work culture that encourages growth Opportunities to Participate in Community Networking Events Benefits Package o Medical/Dental/Vision o Life Insurance o Paid Vacation o 401(k) Retirement Plan o Training & Development o Tuition Reimbursement o Employee Assistance Program o Internal Job Posting & Referral Program Ideal Candidate: FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways: Teamwork - We collaborate, hold each other accountable, and win together. Relationship - We are trustworthy, transparent, and respectful. Authentic - We are humble, vulnerable, and we speak up. Commitment - We are owners Be hungry, responsive, and have a sense of urgency. About the Position: The Commercial Relationship Manager is responsible for soliciting, negotiating, underwriting, and coordinating the closing of equipment, commercial building and business loans in compliance with the Bank's lending policies and procedures; develops business checking and deposit relationships with customers; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Essential Duties: Generates new leads through outbound calls, emails, networking, and in-person meetings. Builds and maintains strong relationships with prospective and existing clients to drive long-term business opportunities. Uses CRM systems to track interactions, update customer records, and manage pipeline activity. Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information. Performs pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends. Gathers and analyzes all information necessary to present a financing request to Senior Management or Loan Committee for approval; meets with existing or potential customers; visits sites of loans; negotiates loan terms and conditions. Coordinates processing of approved loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within his or her portfolio; approves loan disbursements in accordance with agreements. Ensures that credit inquiries and UCC filings are researched to determine credit worthiness and appropriate collateral positioning are achieved. Ensures that certification or deletion of collateral is made by the appropriate personnel. Negotiates, underwrites, and processes renewals of credit facilities. Approves loan payments, draws from lines of credit, and fund transfers within specified limits. Authorizes commitment, engagement, auction, and decline letters. Contributes to the overall profitability of the branch and region; implements costs controls, income generation, and branch and region marketing efforts; monitors expenses to ensure compliance with budget. Verifies funds with mortgage companies and contractors. Develops and maintains knowledge of financial industry, economy, market conditions, rates, vendors and competition. Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena. Reviews NSF and overdraft reports for customers assigned within his or her portfolio; approves or declines such exceptions within established lending limits. Provides deposit and loan account ratings. Updates and corresponds with legal counsel and collectors on workouts, bankruptcies, and charge-offs to ensure all possible precautionary actions or measures are taken. Responsible for achieving annual deposit and loan growth goals assigned by Senior Management. Provides leadership and training to less experienced loan officers and other staff members. Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making. Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively represents the Bank through ethical conduct and community involvement. Demonstrates an understanding of and commitment to EEO policies. Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce. Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role. Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions. Travels up to 75%, including but not limited to frequent trips to client locations, sales presentations, industry conferences, corporate events, and training sessions. Travel may include long-distance flights, overnight stays, and local transportation. Requirements: Bachelor's degree from an accredited college or university required; relevant field preferred (e.g., Business, Finance, or related). Minimum 5 years of related experience in banking, financial services, or relevant industry required. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required. Experienced in growing marketing and business development expertise through direct customer engagement. Advanced math skills: ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Demonstrated ability to cross-sell and explain all products and services with confidence and authority. Knowledge of commercial banking products and services and a strong understanding of federal compliance regulations required. Ability to take initiative and effect change within the Bank through consensus building, negotiation, and conflict resolution. Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees. Strong organizational and time management abilities with attention to detail. Proficient teamwork and relationship skills to contribute to cross-functional collaboration and team success. Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities, to support team and organizational needs. Commitment to continuous learning and professional development to stay current with industry standards and best practices. Ability to maintain authenticity and integrity in all professional interactions, ensuring trust and credibility with stakeholders. . click apply for full job details
12/03/2025
Full time
Description: Who We Are: FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family! Recent Achievements Speak Louder Than Words: 2024 & 2025 - American Banker - Top Performing Publicly Traded Bank with under $2b in assets 2023 - American Banker - "Top 5" Community Bank in the Country 2023 - OTCQX - Best 50 Companies 2023 - 5-star Rating Bauer Financial What You Should Expect While Working at FFB: Company ownership through our Employee Stock Ownership Program (ESOP) A friendly, close-Knit work culture that encourages growth Opportunities to Participate in Community Networking Events Benefits Package o Medical/Dental/Vision o Life Insurance o Paid Vacation o 401(k) Retirement Plan o Training & Development o Tuition Reimbursement o Employee Assistance Program o Internal Job Posting & Referral Program Ideal Candidate: FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways: Teamwork - We collaborate, hold each other accountable, and win together. Relationship - We are trustworthy, transparent, and respectful. Authentic - We are humble, vulnerable, and we speak up. Commitment - We are owners Be hungry, responsive, and have a sense of urgency. About the Position: The Commercial Relationship Manager is responsible for soliciting, negotiating, underwriting, and coordinating the closing of equipment, commercial building and business loans in compliance with the Bank's lending policies and procedures; develops business checking and deposit relationships with customers; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Essential Duties: Generates new leads through outbound calls, emails, networking, and in-person meetings. Builds and maintains strong relationships with prospective and existing clients to drive long-term business opportunities. Uses CRM systems to track interactions, update customer records, and manage pipeline activity. Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information. Performs pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends. Gathers and analyzes all information necessary to present a financing request to Senior Management or Loan Committee for approval; meets with existing or potential customers; visits sites of loans; negotiates loan terms and conditions. Coordinates processing of approved loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within his or her portfolio; approves loan disbursements in accordance with agreements. Ensures that credit inquiries and UCC filings are researched to determine credit worthiness and appropriate collateral positioning are achieved. Ensures that certification or deletion of collateral is made by the appropriate personnel. Negotiates, underwrites, and processes renewals of credit facilities. Approves loan payments, draws from lines of credit, and fund transfers within specified limits. Authorizes commitment, engagement, auction, and decline letters. Contributes to the overall profitability of the branch and region; implements costs controls, income generation, and branch and region marketing efforts; monitors expenses to ensure compliance with budget. Verifies funds with mortgage companies and contractors. Develops and maintains knowledge of financial industry, economy, market conditions, rates, vendors and competition. Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena. Reviews NSF and overdraft reports for customers assigned within his or her portfolio; approves or declines such exceptions within established lending limits. Provides deposit and loan account ratings. Updates and corresponds with legal counsel and collectors on workouts, bankruptcies, and charge-offs to ensure all possible precautionary actions or measures are taken. Responsible for achieving annual deposit and loan growth goals assigned by Senior Management. Provides leadership and training to less experienced loan officers and other staff members. Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making. Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively represents the Bank through ethical conduct and community involvement. Demonstrates an understanding of and commitment to EEO policies. Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce. Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role. Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions. Travels up to 75%, including but not limited to frequent trips to client locations, sales presentations, industry conferences, corporate events, and training sessions. Travel may include long-distance flights, overnight stays, and local transportation. Requirements: Bachelor's degree from an accredited college or university required; relevant field preferred (e.g., Business, Finance, or related). Minimum 5 years of related experience in banking, financial services, or relevant industry required. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required. Experienced in growing marketing and business development expertise through direct customer engagement. Advanced math skills: ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Demonstrated ability to cross-sell and explain all products and services with confidence and authority. Knowledge of commercial banking products and services and a strong understanding of federal compliance regulations required. Ability to take initiative and effect change within the Bank through consensus building, negotiation, and conflict resolution. Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees. Strong organizational and time management abilities with attention to detail. Proficient teamwork and relationship skills to contribute to cross-functional collaboration and team success. Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities, to support team and organizational needs. Commitment to continuous learning and professional development to stay current with industry standards and best practices. Ability to maintain authenticity and integrity in all professional interactions, ensuring trust and credibility with stakeholders. . click apply for full job details
Description: Position Overview The Chief Executive Officer (CEO) serves as the senior executive responsible for providing strategic leadership, operational oversight, and fiscal stewardship for the Tribal Corporation and its subsidiary contracting entities to include of IVA'AL Solutions, LLC's and IVA'AL Federal, LLC's operations and professional services. The CEO ensures sustainable growth, compliance with all federal regulations, and advancement of the economic interests of the Tribal Nation through diversified contracting opportunities in the federal marketplace. The ideal candidate will have a strong background in federal contracting, tribal enterprise management, and business development within SBA 8(a), HUBZone, or other socioeconomic programs. Key Responsibilities Strategic Leadership & Governance Develop and execute short- and long-term strategic plans aligned with the vision and directives of the Tribal Council and Board of Directors. Serve as the primary liaison between the Tribal Council and subsidiary leadership to ensure alignment with tribal values, sovereignty, and economic development goals. Recommend and implement policies, corporate structures, and operational strategies that drive sustainable growth and diversification. Business Development & Federal Contracting Direct business development and capture management strategies targeting federal, state, and commercial contracting opportunities. Build and maintain relationships with key federal agencies, prime contractors, and industry partners. Oversee proposal development, pricing strategies, and contract negotiations to ensure competitive positioning and compliance. Ensure all entities maintain good standing with SBA programs (8(a), HUBZone, SDVOSB, etc.) and comply with all regulatory requirements. Financial & Operational Oversight Lead the development and execution of annual budgets, forecasts, and performance metrics. Driving profitably and expanding the company. Oversee financial operations, ensuring fiscal integrity, profitability, and accountability across subsidiaries. Ensure effective internal controls, risk management, and compliance with federal acquisition regulations (FAR), DCAA, and other governing requirements. Optimize operational efficiency through continuous improvement initiatives and performance management. Organizational Leadership & Culture Build and sustain a high-performing executive team through mentorship, accountability, and empowerment. Foster a culture of transparency, integrity, collaboration, and respect that reflects tribal values. Champion workforce development initiatives, including recruitment and advancement of Native professionals. Tribal & Community Relations Promote and protect the economic and sovereign interests of the Tribal Nation. Represent the organization in governmental, tribal, and industry forums. Ensure that business operations contribute to long-term community development and self-sufficiency. Requirements: Required: Bachelor's degree in business administration, Management, Finance, or related field and a master's degree (MBA, MPA, or related) Must possess a Top-Secret clearance (Preferably DOD) Minimum of 15 years of progressive leadership experience, with at least 10 years in executive management of a federal contracting organization. Proven success managing P&L responsibility, corporate strategy, and business development in the federal marketplace. Strong understanding of FAR, DFARS, SBA 8(a) program regulations, and federal procurement processes. Demonstrated ability to build relationships with federal clients, primes, and tribal stakeholders. Exceptional communication, negotiation, and leadership skills. Preferred: Insider Threat Program Senior Official (ITPSO) Certification Experience working within or on behalf of tribal enterprises or Alaska Native Corporations (ANCs). Experience with multi-subsidiary management and corporate governance structures. PIf1d2cc1f7fa3-0751
12/03/2025
Full time
Description: Position Overview The Chief Executive Officer (CEO) serves as the senior executive responsible for providing strategic leadership, operational oversight, and fiscal stewardship for the Tribal Corporation and its subsidiary contracting entities to include of IVA'AL Solutions, LLC's and IVA'AL Federal, LLC's operations and professional services. The CEO ensures sustainable growth, compliance with all federal regulations, and advancement of the economic interests of the Tribal Nation through diversified contracting opportunities in the federal marketplace. The ideal candidate will have a strong background in federal contracting, tribal enterprise management, and business development within SBA 8(a), HUBZone, or other socioeconomic programs. Key Responsibilities Strategic Leadership & Governance Develop and execute short- and long-term strategic plans aligned with the vision and directives of the Tribal Council and Board of Directors. Serve as the primary liaison between the Tribal Council and subsidiary leadership to ensure alignment with tribal values, sovereignty, and economic development goals. Recommend and implement policies, corporate structures, and operational strategies that drive sustainable growth and diversification. Business Development & Federal Contracting Direct business development and capture management strategies targeting federal, state, and commercial contracting opportunities. Build and maintain relationships with key federal agencies, prime contractors, and industry partners. Oversee proposal development, pricing strategies, and contract negotiations to ensure competitive positioning and compliance. Ensure all entities maintain good standing with SBA programs (8(a), HUBZone, SDVOSB, etc.) and comply with all regulatory requirements. Financial & Operational Oversight Lead the development and execution of annual budgets, forecasts, and performance metrics. Driving profitably and expanding the company. Oversee financial operations, ensuring fiscal integrity, profitability, and accountability across subsidiaries. Ensure effective internal controls, risk management, and compliance with federal acquisition regulations (FAR), DCAA, and other governing requirements. Optimize operational efficiency through continuous improvement initiatives and performance management. Organizational Leadership & Culture Build and sustain a high-performing executive team through mentorship, accountability, and empowerment. Foster a culture of transparency, integrity, collaboration, and respect that reflects tribal values. Champion workforce development initiatives, including recruitment and advancement of Native professionals. Tribal & Community Relations Promote and protect the economic and sovereign interests of the Tribal Nation. Represent the organization in governmental, tribal, and industry forums. Ensure that business operations contribute to long-term community development and self-sufficiency. Requirements: Required: Bachelor's degree in business administration, Management, Finance, or related field and a master's degree (MBA, MPA, or related) Must possess a Top-Secret clearance (Preferably DOD) Minimum of 15 years of progressive leadership experience, with at least 10 years in executive management of a federal contracting organization. Proven success managing P&L responsibility, corporate strategy, and business development in the federal marketplace. Strong understanding of FAR, DFARS, SBA 8(a) program regulations, and federal procurement processes. Demonstrated ability to build relationships with federal clients, primes, and tribal stakeholders. Exceptional communication, negotiation, and leadership skills. Preferred: Insider Threat Program Senior Official (ITPSO) Certification Experience working within or on behalf of tribal enterprises or Alaska Native Corporations (ANCs). Experience with multi-subsidiary management and corporate governance structures. PIf1d2cc1f7fa3-0751
Description: Who We Are: FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family! Recent Achievements Speak Louder Than Words: 2024 & 2025 - American Banker - Top Performing Publicly Traded Bank with under $2b in assets 2023 - American Banker - "Top 5" Community Bank in the Country 2023 - OTCQX - Best 50 Companies 2023 - 5-star Rating Bauer Financial What You Should Expect While Working at FFB: Company ownership through our Employee Stock Ownership Program (ESOP) A friendly, close-Knit work culture that encourages growth Opportunities to Participate in Community Networking Events Benefits Package o Medical/Dental/Vision o Life Insurance o Paid Vacation o 401(k) Retirement Plan o Training & Development o Tuition Reimbursement o Employee Assistance Program o Internal Job Posting & Referral Program Ideal Candidate: FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways: Teamwork - We collaborate, hold each other accountable, and win together. Relationship - We are trustworthy, transparent, and respectful. Authentic - We are humble, vulnerable, and we speak up. Commitment - We are owners Be hungry, responsive, and have a sense of urgency. About the Position: The Treasury Relationship Manager is responsible for developing new and existing deposit relationships for the Southern California market of small to medium-sized businesses and business professionals. In addition, this person is responsible for attaining established individual, department, and Bank goals through active participation in sales management and other bank programs. This position will provide a superior level of customer relations and service, ensuring compliance with Bank policies and procedures. Essential Duties: Generates new leads through outbound calls, emails, networking, and in-person meetings. Builds and maintains strong relationships with prospective and existing clients to drive long-term business. Uses CRM systems to track interactions, update customer records, and manage pipeline activity. Drives Depository and Treasury Management growth opportunities by building and maintaining a portfolio of small to medium-sized businesses, utilizing a consultative approach to selling Treasury Management products. Demonstrates depth of product knowledge across Treasury Management systems and platforms. Maintains strong knowledge of risk management and regulatory compliance. Reinforces the application of superior customer service by example along with appropriate follow-through with involved customers and staff. Engages in business development activities and solicitation of new business prospects in the Southern California; participates in community affairs, business and service organizations, including public speaking; and actively promotes a positive sales environment through education on the Bank's products and services. Meets with customers to assess needs, recommend appropriate Bank services, and resolve issues; monitors significant changes in existing customer status; assists in organizing departmental resources for optimal performance; and reviews marketing strategies in alignment with departmental and Bank goals, recommending adjustments as needed. Cross selling other Bank products and services, referring customers to appropriate staff as indicated. Assists in the assurance of audit compliance and procedure quality control for the department and recommend and initiates corrective actions to the Business Development Manager. Contributes to the overall profitability of the Bank; assists in the implementation of cost controls, income generation, and department marketing efforts. Assists other officers in resolving inquiries and providing support; participate in various internal committees assigned by senior management. Ensures implementation and compliance to meet security precautions and protect customer deposits, bank assets and staff. Participates in the day-to-day operations for the department as directed, review and act on daily reports. Maintains an advanced knowledge of financial industry status and trends. Responds to inquiries or refers inquiries to the appropriate department or person and exhibits the necessary follow-through with customers and/or staff involved. Provides supervision and support to all areas of the department where service or assistance is needed. Assists in implementing cost controls for the department and monitoring expenses to ensure compliance with budget. Consistently apply superior decision-making techniques pertaining to inquiries, approvals, and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using these instances as learning tools for employee development. Assumes responsibility for special projects; gather data and prepare reports for Senior Management, audit, and other personnel. Solves and answers complex customer transactions, problems, or inquiries. Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority. Answer questions and directs callers to proper Bank personnel. Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making. Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively represents the Bank through ethical conduct and community involvement. Demonstrates an understanding of and commitment to EEO policies. Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce. Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role. Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions. Travels up to 75% including but not limited to frequent trips to client locations, sales presentations, industry conferences, corporate events, and training sessions. Travel may include long-distance flights, overnight stays, and local transportation. Requirements: Must reside in Southern California and established in the market. Bachelor's degree from an accredited college or university required; relevant field preferred (e.g., Business, Finance, or related). Minimum 6-10 years of experience in commercial banking, with at least 3-5 years in a business development or sales role required. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required. Demonstrated ability to cross-sell and explain all products and services with confidence and authority. Knowledge of commercial banking products and services as well as strong understanding of federal compliance regulations required. Ability to take initiative and effect change within the Bank through consensus building, negotiation, and conflict resolution. Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees. Strong organizational and time management abilities with attention to detail. Strong teamwork and relationship skills to lead collaborative efforts, foster alignment, and drive results across teams. Ability to take initiative and impact change within the Bank through consensus building and conflict resolution. Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities . click apply for full job details
12/03/2025
Full time
Description: Who We Are: FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family! Recent Achievements Speak Louder Than Words: 2024 & 2025 - American Banker - Top Performing Publicly Traded Bank with under $2b in assets 2023 - American Banker - "Top 5" Community Bank in the Country 2023 - OTCQX - Best 50 Companies 2023 - 5-star Rating Bauer Financial What You Should Expect While Working at FFB: Company ownership through our Employee Stock Ownership Program (ESOP) A friendly, close-Knit work culture that encourages growth Opportunities to Participate in Community Networking Events Benefits Package o Medical/Dental/Vision o Life Insurance o Paid Vacation o 401(k) Retirement Plan o Training & Development o Tuition Reimbursement o Employee Assistance Program o Internal Job Posting & Referral Program Ideal Candidate: FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways: Teamwork - We collaborate, hold each other accountable, and win together. Relationship - We are trustworthy, transparent, and respectful. Authentic - We are humble, vulnerable, and we speak up. Commitment - We are owners Be hungry, responsive, and have a sense of urgency. About the Position: The Treasury Relationship Manager is responsible for developing new and existing deposit relationships for the Southern California market of small to medium-sized businesses and business professionals. In addition, this person is responsible for attaining established individual, department, and Bank goals through active participation in sales management and other bank programs. This position will provide a superior level of customer relations and service, ensuring compliance with Bank policies and procedures. Essential Duties: Generates new leads through outbound calls, emails, networking, and in-person meetings. Builds and maintains strong relationships with prospective and existing clients to drive long-term business. Uses CRM systems to track interactions, update customer records, and manage pipeline activity. Drives Depository and Treasury Management growth opportunities by building and maintaining a portfolio of small to medium-sized businesses, utilizing a consultative approach to selling Treasury Management products. Demonstrates depth of product knowledge across Treasury Management systems and platforms. Maintains strong knowledge of risk management and regulatory compliance. Reinforces the application of superior customer service by example along with appropriate follow-through with involved customers and staff. Engages in business development activities and solicitation of new business prospects in the Southern California; participates in community affairs, business and service organizations, including public speaking; and actively promotes a positive sales environment through education on the Bank's products and services. Meets with customers to assess needs, recommend appropriate Bank services, and resolve issues; monitors significant changes in existing customer status; assists in organizing departmental resources for optimal performance; and reviews marketing strategies in alignment with departmental and Bank goals, recommending adjustments as needed. Cross selling other Bank products and services, referring customers to appropriate staff as indicated. Assists in the assurance of audit compliance and procedure quality control for the department and recommend and initiates corrective actions to the Business Development Manager. Contributes to the overall profitability of the Bank; assists in the implementation of cost controls, income generation, and department marketing efforts. Assists other officers in resolving inquiries and providing support; participate in various internal committees assigned by senior management. Ensures implementation and compliance to meet security precautions and protect customer deposits, bank assets and staff. Participates in the day-to-day operations for the department as directed, review and act on daily reports. Maintains an advanced knowledge of financial industry status and trends. Responds to inquiries or refers inquiries to the appropriate department or person and exhibits the necessary follow-through with customers and/or staff involved. Provides supervision and support to all areas of the department where service or assistance is needed. Assists in implementing cost controls for the department and monitoring expenses to ensure compliance with budget. Consistently apply superior decision-making techniques pertaining to inquiries, approvals, and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using these instances as learning tools for employee development. Assumes responsibility for special projects; gather data and prepare reports for Senior Management, audit, and other personnel. Solves and answers complex customer transactions, problems, or inquiries. Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority. Answer questions and directs callers to proper Bank personnel. Embodies the TRAC Values and Critical Behaviors (Teamwork, Relationship, Authenticity, Commitment) as core principles, using them to guide daily interactions and decision-making. Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively represents the Bank through ethical conduct and community involvement. Demonstrates an understanding of and commitment to EEO policies. Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce. Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism) responsibilities specific to the role. Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions. Travels up to 75% including but not limited to frequent trips to client locations, sales presentations, industry conferences, corporate events, and training sessions. Travel may include long-distance flights, overnight stays, and local transportation. Requirements: Must reside in Southern California and established in the market. Bachelor's degree from an accredited college or university required; relevant field preferred (e.g., Business, Finance, or related). Minimum 6-10 years of experience in commercial banking, with at least 3-5 years in a business development or sales role required. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required. Demonstrated ability to cross-sell and explain all products and services with confidence and authority. Knowledge of commercial banking products and services as well as strong understanding of federal compliance regulations required. Ability to take initiative and effect change within the Bank through consensus building, negotiation, and conflict resolution. Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees. Strong organizational and time management abilities with attention to detail. Strong teamwork and relationship skills to lead collaborative efforts, foster alignment, and drive results across teams. Ability to take initiative and impact change within the Bank through consensus building and conflict resolution. Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities . click apply for full job details
Description: TrustBank is seeking a highly motivated individual to join our growing team. This is an entry level position. The Associate Credit Analyst will be mentored by the AVP, Senior Credit Risk Manager and/or other experienced Credit Analysts on how to properly evaluate the financial strength and creditworthiness of an applicant across various industries. Job Description Job Title: Associate Credit Analyst Department: Risk Management Reports To : AVP, Senior Credit Risk Manager FLSA Status: Non-Exempt Type of Position: Full-Time Job Summary The Associate Credit Analyst is responsible for assessing the creditworthiness of applicants across a variety of loan types, including commercial, real estate, agricultural, and consumer. This role involves analyzing financial statements, tax returns, and cash flow to identify repayment capacity, financial trends, and peer performance year over year. The analyst will prepare detailed credit presentations that highlight the strengths, weaknesses, and risks of each loan relationship, provide collateral evaluations and loan-to-value calculations, and recommend appropriate risk ratings. While collaborating with loan officers throughout the underwriting process, the Associate Credit Analyst must maintain independence in analysis, identify potential credit issues, and ensure compliance with internal policies and regulatory requirements. Primary Duties and Responsibilities 1. Analyze the overall credit quality and risk of applicants by reviewing financial statements, tax returns, credit reports, collateral values, and other relevant information including independent online research. 2. Prepare accurate financial spreads, ratio analyses, and cash flow models using spreadsheet and word processing tools. 3. Develop comprehensive credit presentations that include repayment capacity of the borrowers and guarantors, collateral descriptions, loan-to value calculations, and a clear summary of strengths, weaknesses, and risks. 4. Collaborate and communicate clearly with loan officers to assess client needs, loan structure, and pricing. Communicate directly with clients, as needed. 5. Ensure credit analysis and presentations reflect adherence to internal credit policies, loan administration procedures, and regulatory requirements. 6. Document policy or documentation exceptions, as well as prior-to-close conditions. 7. Assign and recommend credit risk ratings in accordance with Loan Policy guidelines. 8. Participate as a non-voting member of the Loan Committee meetings, exercising sound judgement and maintaining constructive communication. 9. Determine whether requests for information should be furnished or refused based on confidentiality, requiring strong judgment and quick decision-making. 10. Recognize irregular or suspicious transactions and take appropriate steps to prevent loss. Help ensure compliance with BSA/AML/OFAC regulations. 11. Assist with annual loan reviews and portfolio monitoring as requested, including providing support to the Auditor during internal and external audits. 12. Additional responsibilities as needed to support departmental and organizational goals. Traits/Characteristics of a Successful Associate Credit Analyst • Strong attention to detail and accuracy. • Basic understanding of financial statements - balance sheets, income statements, and cash flow statements, with a willingness to deepen knowledge through training and experience. • Critical thinking, exercise sound judgment, and learn to form independent perspectives with guidance. • Adaptability to changing workloads • Comfortable managing multiple tasks and shifting priorities in a dynamic environment. • Eagerness to learn risk assessment principles • Shows interest in understanding credit risk and how it impacts decision-making. • Self-motivated and proactive and takes initiative in learning and contributing to team goals. • Inquisitive and curious with a desire to understand why. • Professionalism and integrity and can demonstrate respect in all interactions, including challenging conversations. Working Conditions and Essential Functions The position is Monday through Friday, typically from 8 AM - 5 PM and is a minimum of forty hours a week, but longer hours may be needed to meet the demands of the job. There is a well-lit office environment, and the noise level is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25 pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Ability to travel via air, rail, automobile and or/bus (if position requires travel). Compensation and Benefits Total compensation for this position is $21.50 per hour to $31.25 per hour. TrustBank provides a generous benefits offering, with details on our bank's website: TrustBank Core Values Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. Strictly manage and protect sensitive information to which you are entrusted. Disclosures TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate based on any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: November 3, 2025 Requirements: Education and/or Experience Bachelor's degree (B. S.) from a four-year college or university with a focus on finance, accounting, or economics. Related experience in a banking environment and/or the agriculture industry is preferred. Required Skills and Abilities 1. Ability to self-review and identify errors in written presentations, analysis, and reporting. 2. Proficient in Microsoft Word and Excel with the ability to adapt Excel formats, data validations, formulas, conditional formatting, pivot tables, and financial modeling and analysis. 3. Excellent report writing, grammar, and verbal communication skills. 4. Ability to produce clear, professional credit presentations. 5. Organizational and time management skills, including the ability to manage multiple priorities and deadlines. 6. Willingness to learn loan policy, lending regulations, and overall bank procedures. 7. Capacity to develop a solid understanding of the banks core processing system to assemble data and generate reports. Compensation details: 21.5-31.25 Hourly Wage PI4a561efa5-
12/02/2025
Full time
Description: TrustBank is seeking a highly motivated individual to join our growing team. This is an entry level position. The Associate Credit Analyst will be mentored by the AVP, Senior Credit Risk Manager and/or other experienced Credit Analysts on how to properly evaluate the financial strength and creditworthiness of an applicant across various industries. Job Description Job Title: Associate Credit Analyst Department: Risk Management Reports To : AVP, Senior Credit Risk Manager FLSA Status: Non-Exempt Type of Position: Full-Time Job Summary The Associate Credit Analyst is responsible for assessing the creditworthiness of applicants across a variety of loan types, including commercial, real estate, agricultural, and consumer. This role involves analyzing financial statements, tax returns, and cash flow to identify repayment capacity, financial trends, and peer performance year over year. The analyst will prepare detailed credit presentations that highlight the strengths, weaknesses, and risks of each loan relationship, provide collateral evaluations and loan-to-value calculations, and recommend appropriate risk ratings. While collaborating with loan officers throughout the underwriting process, the Associate Credit Analyst must maintain independence in analysis, identify potential credit issues, and ensure compliance with internal policies and regulatory requirements. Primary Duties and Responsibilities 1. Analyze the overall credit quality and risk of applicants by reviewing financial statements, tax returns, credit reports, collateral values, and other relevant information including independent online research. 2. Prepare accurate financial spreads, ratio analyses, and cash flow models using spreadsheet and word processing tools. 3. Develop comprehensive credit presentations that include repayment capacity of the borrowers and guarantors, collateral descriptions, loan-to value calculations, and a clear summary of strengths, weaknesses, and risks. 4. Collaborate and communicate clearly with loan officers to assess client needs, loan structure, and pricing. Communicate directly with clients, as needed. 5. Ensure credit analysis and presentations reflect adherence to internal credit policies, loan administration procedures, and regulatory requirements. 6. Document policy or documentation exceptions, as well as prior-to-close conditions. 7. Assign and recommend credit risk ratings in accordance with Loan Policy guidelines. 8. Participate as a non-voting member of the Loan Committee meetings, exercising sound judgement and maintaining constructive communication. 9. Determine whether requests for information should be furnished or refused based on confidentiality, requiring strong judgment and quick decision-making. 10. Recognize irregular or suspicious transactions and take appropriate steps to prevent loss. Help ensure compliance with BSA/AML/OFAC regulations. 11. Assist with annual loan reviews and portfolio monitoring as requested, including providing support to the Auditor during internal and external audits. 12. Additional responsibilities as needed to support departmental and organizational goals. Traits/Characteristics of a Successful Associate Credit Analyst • Strong attention to detail and accuracy. • Basic understanding of financial statements - balance sheets, income statements, and cash flow statements, with a willingness to deepen knowledge through training and experience. • Critical thinking, exercise sound judgment, and learn to form independent perspectives with guidance. • Adaptability to changing workloads • Comfortable managing multiple tasks and shifting priorities in a dynamic environment. • Eagerness to learn risk assessment principles • Shows interest in understanding credit risk and how it impacts decision-making. • Self-motivated and proactive and takes initiative in learning and contributing to team goals. • Inquisitive and curious with a desire to understand why. • Professionalism and integrity and can demonstrate respect in all interactions, including challenging conversations. Working Conditions and Essential Functions The position is Monday through Friday, typically from 8 AM - 5 PM and is a minimum of forty hours a week, but longer hours may be needed to meet the demands of the job. There is a well-lit office environment, and the noise level is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25 pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Ability to travel via air, rail, automobile and or/bus (if position requires travel). Compensation and Benefits Total compensation for this position is $21.50 per hour to $31.25 per hour. TrustBank provides a generous benefits offering, with details on our bank's website: TrustBank Core Values Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. Strictly manage and protect sensitive information to which you are entrusted. Disclosures TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate based on any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: November 3, 2025 Requirements: Education and/or Experience Bachelor's degree (B. S.) from a four-year college or university with a focus on finance, accounting, or economics. Related experience in a banking environment and/or the agriculture industry is preferred. Required Skills and Abilities 1. Ability to self-review and identify errors in written presentations, analysis, and reporting. 2. Proficient in Microsoft Word and Excel with the ability to adapt Excel formats, data validations, formulas, conditional formatting, pivot tables, and financial modeling and analysis. 3. Excellent report writing, grammar, and verbal communication skills. 4. Ability to produce clear, professional credit presentations. 5. Organizational and time management skills, including the ability to manage multiple priorities and deadlines. 6. Willingness to learn loan policy, lending regulations, and overall bank procedures. 7. Capacity to develop a solid understanding of the banks core processing system to assemble data and generate reports. Compensation details: 21.5-31.25 Hourly Wage PI4a561efa5-
Date Posted: 11/17/2025 Location: PITTSFIELD, MA Salary Interval: Full-time Pay Range: $150,000.00 - $200,000.00 Application Instructions: Dear Applicant, Thank you for your interest in Unistress Corp. Under the third generation of family leadership with Perri Petricca, Unistress has grown to become one of the largest precast companies in North America. We are frequently recognized by industry-leading organizations for delivering innovative infrastructure projects that exceed client expectations and elevate the communities we serve. By tackling some of the most challenging infrastructure jobs in the world, we provide innovative solutions and master complex projects. To ensure a smooth application process, please follow the instructions below: Please apply online at: • To apply or visit the HR Team at 550 Cheshire Rd. HR Suite Pittsfield, MA 01202 for additional assistance. You can also contact HR Manager Russ Chase at should you have additional questions. Application Instructions Take this opportunity to highlight your strengths and demonstrate why you are a suitable candidate. Work History: Fill out the work history section with detailed information about your current and previous employment. Include the company name, job title, duration of employment, and a brief description of your responsibilities and achievements. Be sure to emphasize your relevant experiences that align with the requirements of the position you are applying for. Educational History: Provide accurate details of your educational background. Include the names of institutions attended, degrees obtained, majors/minors, and any notable academic achievements. If applicable, mention any certifications or training programs relevant to the position. Upload a Resume: Please attach your resume in PDF or Word format. Ensure that your resume is up to date, well- organized, and tailored to the position you are applying for. Your resume should include your contact information, professional summary, work experience, education, skills, and any additional relevant sections. Review and Submit: Before submitting your application, review all the information you have entered to ensure its accuracy and completeness. Check for any spelling or grammatical errors. Take this opportunity to make any necessary edits or additions to enhance the overall quality of your application. We appreciate your attention to these instructions. If you have any questions or encounter any difficulties during the application process, please don't hesitate to reach out to our HR department for assistance. Position Description: POSITION DESCRIPTION: Plans and leads an organization's financial operations, reporting, and governance to ensure financial health and support strategic planning. Collaborate with senior leaders to ensure financial controls, policies, and priorities are integrated across business operations. Oversees budgeting and forecasting to ensure resources and efforts align with the organization's mission. Negotiates and leads banking relationships opportunities through debt, equity, and various financial instruments to support business operations, optimize cash flow, and manage risk. ESSENTIAL RESPONSIBILITIES OF POSITION INCLUDE AND NOT EXCLUSIVE TO THE FOLLOWING: • Partner with Executive Leadership to provide financial leadership and support in the evaluation of strategic plans, capital expenditures, forecasts/budgets and other financial issues affecting the business • Communicate effectively by explaining financial reports and presenting operating results with clear language tailored to the audiences ranging from Board level presentations to Operations and Sales staff • Conduct analysis and review of P&L and Balance Sheet to provide cost analysis and performance evaluation as needed • Ensure that adequate controls are implemented and maintained to safeguard financial risk and assets of the organization • Lead month-end and year-end close processes to ensure timely and accurate financial statements • Ensure compliance with GAAP and internal controls across all financial activities • Coordinate with external auditors, tax advisors, and banking partners as needed • Manage accounting procedures • Develop and support direct reports in career growth • Analyze data and create models based on the analysis • Drive ERP utilization to align accounting and operations, maximize system capabilities, streamline processes, and foster data-driven decision-making • Perform detailed job cost analysis to reconcile actual costs with budget amounts ensuring cost control, margin accuracy and alignment with project forecasts. • Prepare and analyze job cost cost-to-complete and WIP schedules, validate revenue recognition, identify variances, and support Project Management and other cost management teams in financial analysis and performance understanding QUALIFICATIONS AND EDUCATION REQUIREMENTS • Bachelor's degree in accounting or another relevant field • Ten plus years of experience in a project-based accounting role • CPA is preferred • Proven successful track record in leadership, risk assessment, communication systems, and strategic planning Position Requirements: QUALIFICATIONS AND EDUCATION REQUIREMENTS • Bachelor's Degree in Accounting or related field of study • Minimum 10 years of experience as Job or Staff Accountant role or equivalent • Advanced knowledge of mathematics and statistics • Understanding of organizational accounting concepts • Strong financial analysis skills • Ability to prepare financial reports and give recommendations based on available data • Superior knowledge of financial reporting software tools and ERP software (Vista experience preferred) • Ability to perform risk and security assessments • In-depth knowledge of financial guidelines and regulations • Excellent attention to detail • Effective communication, including writing, speaking and active listening • Collaboration and teamwork • Processing and reconciling inter-company transactions • Maintaining sub-ledgers and/or supporting detailed spreadsheets FOUNDATIONAL CORE COMPETENCIES: Builds trust and respect. Places a high value on collaboration. Is easy to approach and talk to; is empathic and a good listener; relates well to all people throughout the organization. Is viewed as a leader and a team player. Embraces honesty and transparency. Shares information appropriately. Embraces feedback and listens openly to it and offers feedback in a constructive and positive manner. Listens and values dialogue. Develops Customer Relationships. Is dedicated to meeting and exceeding the expectations of customers to support our goal of being the best pre-cast company. Strengthens ties with customers to ensure repeat customer projects. Builds relationships with employees, management, and customers. Is in the mind-set of continual growth. Measures Actions Appropriately. Analyzes situations and determines gameplan. Acts with a sense of urgency, when required, and with the end result in mind. Prioritizes workload and projects and eliminates roadblocks. Uses time effectively. Knows when to take time to measure actions before implementation. Assumes personal accountability for areas of responsibility. Can be counted on to deliver results that are timely, and meet expectations for safety, quality, and quantity. Takes ownership for follow-through and follow-up during the business process. Utilizes Communication skills Effectively. Ability to convey information and ideas in a variety of settings. Ensures that information is communicated in a timely manner. Communication consistently is respectful, inclusive, empathetic and empowering. Equal Opportunity Employer: Unistress Corp. does not discriminate in employment based on race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, or any other characteristic protected by law in all terms and conditions of employment. We respect and seek to empower everyone and support the diverse cultures, perspectives, skills and experiences within our workforce. PI35c7ba70564e-3687
12/02/2025
Full time
Date Posted: 11/17/2025 Location: PITTSFIELD, MA Salary Interval: Full-time Pay Range: $150,000.00 - $200,000.00 Application Instructions: Dear Applicant, Thank you for your interest in Unistress Corp. Under the third generation of family leadership with Perri Petricca, Unistress has grown to become one of the largest precast companies in North America. We are frequently recognized by industry-leading organizations for delivering innovative infrastructure projects that exceed client expectations and elevate the communities we serve. By tackling some of the most challenging infrastructure jobs in the world, we provide innovative solutions and master complex projects. To ensure a smooth application process, please follow the instructions below: Please apply online at: • To apply or visit the HR Team at 550 Cheshire Rd. HR Suite Pittsfield, MA 01202 for additional assistance. You can also contact HR Manager Russ Chase at should you have additional questions. Application Instructions Take this opportunity to highlight your strengths and demonstrate why you are a suitable candidate. Work History: Fill out the work history section with detailed information about your current and previous employment. Include the company name, job title, duration of employment, and a brief description of your responsibilities and achievements. Be sure to emphasize your relevant experiences that align with the requirements of the position you are applying for. Educational History: Provide accurate details of your educational background. Include the names of institutions attended, degrees obtained, majors/minors, and any notable academic achievements. If applicable, mention any certifications or training programs relevant to the position. Upload a Resume: Please attach your resume in PDF or Word format. Ensure that your resume is up to date, well- organized, and tailored to the position you are applying for. Your resume should include your contact information, professional summary, work experience, education, skills, and any additional relevant sections. Review and Submit: Before submitting your application, review all the information you have entered to ensure its accuracy and completeness. Check for any spelling or grammatical errors. Take this opportunity to make any necessary edits or additions to enhance the overall quality of your application. We appreciate your attention to these instructions. If you have any questions or encounter any difficulties during the application process, please don't hesitate to reach out to our HR department for assistance. Position Description: POSITION DESCRIPTION: Plans and leads an organization's financial operations, reporting, and governance to ensure financial health and support strategic planning. Collaborate with senior leaders to ensure financial controls, policies, and priorities are integrated across business operations. Oversees budgeting and forecasting to ensure resources and efforts align with the organization's mission. Negotiates and leads banking relationships opportunities through debt, equity, and various financial instruments to support business operations, optimize cash flow, and manage risk. ESSENTIAL RESPONSIBILITIES OF POSITION INCLUDE AND NOT EXCLUSIVE TO THE FOLLOWING: • Partner with Executive Leadership to provide financial leadership and support in the evaluation of strategic plans, capital expenditures, forecasts/budgets and other financial issues affecting the business • Communicate effectively by explaining financial reports and presenting operating results with clear language tailored to the audiences ranging from Board level presentations to Operations and Sales staff • Conduct analysis and review of P&L and Balance Sheet to provide cost analysis and performance evaluation as needed • Ensure that adequate controls are implemented and maintained to safeguard financial risk and assets of the organization • Lead month-end and year-end close processes to ensure timely and accurate financial statements • Ensure compliance with GAAP and internal controls across all financial activities • Coordinate with external auditors, tax advisors, and banking partners as needed • Manage accounting procedures • Develop and support direct reports in career growth • Analyze data and create models based on the analysis • Drive ERP utilization to align accounting and operations, maximize system capabilities, streamline processes, and foster data-driven decision-making • Perform detailed job cost analysis to reconcile actual costs with budget amounts ensuring cost control, margin accuracy and alignment with project forecasts. • Prepare and analyze job cost cost-to-complete and WIP schedules, validate revenue recognition, identify variances, and support Project Management and other cost management teams in financial analysis and performance understanding QUALIFICATIONS AND EDUCATION REQUIREMENTS • Bachelor's degree in accounting or another relevant field • Ten plus years of experience in a project-based accounting role • CPA is preferred • Proven successful track record in leadership, risk assessment, communication systems, and strategic planning Position Requirements: QUALIFICATIONS AND EDUCATION REQUIREMENTS • Bachelor's Degree in Accounting or related field of study • Minimum 10 years of experience as Job or Staff Accountant role or equivalent • Advanced knowledge of mathematics and statistics • Understanding of organizational accounting concepts • Strong financial analysis skills • Ability to prepare financial reports and give recommendations based on available data • Superior knowledge of financial reporting software tools and ERP software (Vista experience preferred) • Ability to perform risk and security assessments • In-depth knowledge of financial guidelines and regulations • Excellent attention to detail • Effective communication, including writing, speaking and active listening • Collaboration and teamwork • Processing and reconciling inter-company transactions • Maintaining sub-ledgers and/or supporting detailed spreadsheets FOUNDATIONAL CORE COMPETENCIES: Builds trust and respect. Places a high value on collaboration. Is easy to approach and talk to; is empathic and a good listener; relates well to all people throughout the organization. Is viewed as a leader and a team player. Embraces honesty and transparency. Shares information appropriately. Embraces feedback and listens openly to it and offers feedback in a constructive and positive manner. Listens and values dialogue. Develops Customer Relationships. Is dedicated to meeting and exceeding the expectations of customers to support our goal of being the best pre-cast company. Strengthens ties with customers to ensure repeat customer projects. Builds relationships with employees, management, and customers. Is in the mind-set of continual growth. Measures Actions Appropriately. Analyzes situations and determines gameplan. Acts with a sense of urgency, when required, and with the end result in mind. Prioritizes workload and projects and eliminates roadblocks. Uses time effectively. Knows when to take time to measure actions before implementation. Assumes personal accountability for areas of responsibility. Can be counted on to deliver results that are timely, and meet expectations for safety, quality, and quantity. Takes ownership for follow-through and follow-up during the business process. Utilizes Communication skills Effectively. Ability to convey information and ideas in a variety of settings. Ensures that information is communicated in a timely manner. Communication consistently is respectful, inclusive, empathetic and empowering. Equal Opportunity Employer: Unistress Corp. does not discriminate in employment based on race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, or any other characteristic protected by law in all terms and conditions of employment. We respect and seek to empower everyone and support the diverse cultures, perspectives, skills and experiences within our workforce. PI35c7ba70564e-3687
Description: TrustBank is seeking a highly motivated Credit Analyst to join our growing team. The ideal candidate will possess a strong understanding of credit analysis principles, a high level of attention to detail, and a solid track record of providing sound recommendations. Job Description Job Title: Credit Analyst Department: Risk Management Reports To: AVP, Senior Credit Risk Manager FLSA Status: Exempt Type of Position: Full-Time Job Summary The Credit Analyst is responsible for assessing the creditworthiness of applicants across a variety of loan types, including commercial, real estate, agricultural (ideally, an emphasis on ag loan underwriting), and consumer. This role involves analyzing financial statements, tax returns, and cash flow to identify repayment capacity, financial trends, and peer performance year over year. The analyst will prepare detailed credit presentations that highlight the strengths, weaknesses, and risks of each loan relationship, provide collateral evaluations and loan-to-value calculations, and recommend appropriate risk ratings. While collaborating with loan officers throughout the underwriting process, the Credit Analyst must maintain independence in analysis, identify potential credit issues, and ensure compliance with internal policies and regulatory requirements. Primary Duties and Responsibilities Analyze the overall credit quality and risk of applicants by reviewing financial statements, tax returns, credit reports, collateral values, and other relevant information including independent online research. Prepare accurate financial spreads, ratio analyses, and cash flow models using spreadsheet and word processing tools. Develop comprehensive credit presentations that include repayment capacity of the borrowers and guarantors, collateral descriptions, loan-to value calculations, and a clear summary of strengths, weaknesses, and risks. Collaborate and communicate clearly with loan officers to assess client needs, loan structure, and pricing. Communicate directly with clients, as needed. Ensure credit analysis and presentations reflect adherence to internal credit policies, loan administration procedures, and regulatory requirements. Document policy or documentation exceptions, as well as prior-to-close conditions. Assign and recommend credit risk ratings in accordance with Loan Policy guidelines. Participate as a non-voting member of the Loan Committee meetings, exercising sound judgement and maintaining constructive communication. Determine whether requests for information should be furnished or refused based on confidentiality, requiring strong judgment and quick decision-making. Recognize irregular or suspicious transactions and take appropriate steps to prevent loss. Help ensure compliance with BSA/AML/OFAC regulations. Assist with annual loan reviews and portfolio monitoring as requested, including providing support to the Auditor during internal and external audits. Additional responsibilities as needed to support departmental and organizational goals. Traits/Characteristics of a Successful Credit Analyst Strong attention to detail and accuracy Analytical proficiency in quantitative and qualitative analysis Ability to think critically, exercise sound judgment, and provide independent recommendations Highly adaptable to portfolio volume demands Thorough risk assessment expertise Highly self-motivated Inquisitive and curious with a desire to understand why High level of integrity and professionalism with a strong ability to successfully navigate difficult or contentious conversations Working Conditions and Essential Functions The position is Monday through Friday, typically from 8 AM - 5 PM and is a minimum of forty hours a week, but longer hours may be needed to meet the demands of the job. The Bank may consider a remote or hybrid work schedule based on the qualifications of the candidate and the needs of the Bank and the Risk Management team. There is a well-lit office environment, and the noise level is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25 pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Ability to travel via air, rail, automobile and or/bus (if position requires travel). Compensation and Benefits Total compensation for this position is $65,000 - $90,000. TrustBank provides a generous benefits offering, with details on our bank's website: TrustBank Core Values Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. Strictly manage and protect sensitive information to which you are entrusted. Disclosures TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate based on any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: September 16, 2025 Requirements: Education and/or Experience Bachelor's degree (B. S.) from a four-year college or university with a focus on finance, accounting, or economics and a minimum of 2-4 years of related experience preferably in a commercial banking environment. Required Skills and Abilities Advanced analytical and risk assessment skills, including a clear understanding of fractions and percentages. Ability to self-review and identify errors in written presentations, analysis, and reporting. Strong knowledge of financial accounting principles, economics, and credit analyst techniques with excellent problem-solving skills. Excellent report writing, grammar, and verbal communication skills. Ability to produce clear, professional credit presentations. Organizational and time management skills, including the ability to manage multiple priorities and deadlines. Broad understanding of loan policy, loan operations and overall bank procedures. Proficient in Microsoft Word and Excel with the ability to adapt Excel formats, data validations, formulas, conditional formatting, pivot tables, and financial modeling and analysis. Understanding of the bank's core processing system to meaningfully assemble data and generate reports. Compensation details: 0 Yearly Salary PIb49c54f5bf9f-6303
12/02/2025
Full time
Description: TrustBank is seeking a highly motivated Credit Analyst to join our growing team. The ideal candidate will possess a strong understanding of credit analysis principles, a high level of attention to detail, and a solid track record of providing sound recommendations. Job Description Job Title: Credit Analyst Department: Risk Management Reports To: AVP, Senior Credit Risk Manager FLSA Status: Exempt Type of Position: Full-Time Job Summary The Credit Analyst is responsible for assessing the creditworthiness of applicants across a variety of loan types, including commercial, real estate, agricultural (ideally, an emphasis on ag loan underwriting), and consumer. This role involves analyzing financial statements, tax returns, and cash flow to identify repayment capacity, financial trends, and peer performance year over year. The analyst will prepare detailed credit presentations that highlight the strengths, weaknesses, and risks of each loan relationship, provide collateral evaluations and loan-to-value calculations, and recommend appropriate risk ratings. While collaborating with loan officers throughout the underwriting process, the Credit Analyst must maintain independence in analysis, identify potential credit issues, and ensure compliance with internal policies and regulatory requirements. Primary Duties and Responsibilities Analyze the overall credit quality and risk of applicants by reviewing financial statements, tax returns, credit reports, collateral values, and other relevant information including independent online research. Prepare accurate financial spreads, ratio analyses, and cash flow models using spreadsheet and word processing tools. Develop comprehensive credit presentations that include repayment capacity of the borrowers and guarantors, collateral descriptions, loan-to value calculations, and a clear summary of strengths, weaknesses, and risks. Collaborate and communicate clearly with loan officers to assess client needs, loan structure, and pricing. Communicate directly with clients, as needed. Ensure credit analysis and presentations reflect adherence to internal credit policies, loan administration procedures, and regulatory requirements. Document policy or documentation exceptions, as well as prior-to-close conditions. Assign and recommend credit risk ratings in accordance with Loan Policy guidelines. Participate as a non-voting member of the Loan Committee meetings, exercising sound judgement and maintaining constructive communication. Determine whether requests for information should be furnished or refused based on confidentiality, requiring strong judgment and quick decision-making. Recognize irregular or suspicious transactions and take appropriate steps to prevent loss. Help ensure compliance with BSA/AML/OFAC regulations. Assist with annual loan reviews and portfolio monitoring as requested, including providing support to the Auditor during internal and external audits. Additional responsibilities as needed to support departmental and organizational goals. Traits/Characteristics of a Successful Credit Analyst Strong attention to detail and accuracy Analytical proficiency in quantitative and qualitative analysis Ability to think critically, exercise sound judgment, and provide independent recommendations Highly adaptable to portfolio volume demands Thorough risk assessment expertise Highly self-motivated Inquisitive and curious with a desire to understand why High level of integrity and professionalism with a strong ability to successfully navigate difficult or contentious conversations Working Conditions and Essential Functions The position is Monday through Friday, typically from 8 AM - 5 PM and is a minimum of forty hours a week, but longer hours may be needed to meet the demands of the job. The Bank may consider a remote or hybrid work schedule based on the qualifications of the candidate and the needs of the Bank and the Risk Management team. There is a well-lit office environment, and the noise level is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25 pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Ability to travel via air, rail, automobile and or/bus (if position requires travel). Compensation and Benefits Total compensation for this position is $65,000 - $90,000. TrustBank provides a generous benefits offering, with details on our bank's website: TrustBank Core Values Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. Strictly manage and protect sensitive information to which you are entrusted. Disclosures TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate based on any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: September 16, 2025 Requirements: Education and/or Experience Bachelor's degree (B. S.) from a four-year college or university with a focus on finance, accounting, or economics and a minimum of 2-4 years of related experience preferably in a commercial banking environment. Required Skills and Abilities Advanced analytical and risk assessment skills, including a clear understanding of fractions and percentages. Ability to self-review and identify errors in written presentations, analysis, and reporting. Strong knowledge of financial accounting principles, economics, and credit analyst techniques with excellent problem-solving skills. Excellent report writing, grammar, and verbal communication skills. Ability to produce clear, professional credit presentations. Organizational and time management skills, including the ability to manage multiple priorities and deadlines. Broad understanding of loan policy, loan operations and overall bank procedures. Proficient in Microsoft Word and Excel with the ability to adapt Excel formats, data validations, formulas, conditional formatting, pivot tables, and financial modeling and analysis. Understanding of the bank's core processing system to meaningfully assemble data and generate reports. Compensation details: 0 Yearly Salary PIb49c54f5bf9f-6303
INTERNAL CONTROLS OFFICER SENIOR WHAT IS THE OPPORTUNITY? Internal Controls Officer is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events. The team is responsible for providing governance and oversight to enhance the control environment to ensure successful remediation of operational risk exposures. This includes providing practical guidance, functional expertise, strategic direction, and execution rigor to significant operational risk remediation activities. The Senior Officer is responsible for challenging the quality, sufficiency, and completeness of 1LOD risk remediation and control management activities for moderate to high-risk initiatives in compliance with the Issue Management Policy and Standard and the Internal Controls Management Policy (ICMP) and Standard and for communication outcomes of objective assessment through escalation and reporting to Senior Management as necessary. WHAT WILL YOU DO? Conduct review and challenge of remediation initiatives to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing challenge throughout the Issue Management Lifecycle, which may include issue data details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; and sustainability. Conduct review and challenge of controls implemented. This includes providing feedback to risk and control owners and control assessment teams related to the following control management activities: control identification to match appropriate controls with identified risk exposures to lower the residual risk level; completeness and robustness of control documentation; reasonableness of control assessment approach and sample selection; consistency of design effectiveness and operating effectiveness conclusions with supporting evidence; and appropriateness of documented issues and action plans to remediate identified control failure. Ensures work is produced and documented in alignment with quality and content requirements. Provides clear and transparent updates on remediation progress Exercises independent judgment in identifying and assessing risk. Prepares, reviews, and presents review and challenge results to Leadership, including outlining the risk of control deficiencies Ensures observations and findings are documented and escalated to appropriate leadership. Exercises effective communication and promotes positive client relations with business line colleagues and management Maintains authoritative knowledge and understanding of laws and regulations, regulatory guidance, policy, and procedures for operational functions covered. Provides 2LOD audit and regulatory exam support. Executes additional departmental initiatives and other duties as assigned. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 7 years of experience in financial services industry, with at least five years in an operational risk management, internal audit, or compliance role Minimum 3 years of control assessment and validation experience Minimum 1 year of supervisory experience Additional Qualifications Bachelor's degree or higher and other professional qualifications such as a CPA, CA, etc. Strong business knowledge of financial services Understanding of Risk Management/Operational Risk Management and Internal Controls testing methodology Strong knowledge of issue management practices with proven experience in issue management design and/or execution Ability to handle complexity and ambiguity Proven track record building strong relationships across multiple business functions Ability to deal effectively with conflict Well-developed influencing, analytical and problem solving skills Must be able to convey complex concepts in a clear and concise manner Ability to work independently with effective time and project management Ability to work in a matrix environment Strong interpersonal/teamwork skills Strong communication (verbal and written), negotiation, and presentation skills required WHAT'S IN IT FOR YOU? Compensation Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
12/01/2025
Full time
INTERNAL CONTROLS OFFICER SENIOR WHAT IS THE OPPORTUNITY? Internal Controls Officer is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events. The team is responsible for providing governance and oversight to enhance the control environment to ensure successful remediation of operational risk exposures. This includes providing practical guidance, functional expertise, strategic direction, and execution rigor to significant operational risk remediation activities. The Senior Officer is responsible for challenging the quality, sufficiency, and completeness of 1LOD risk remediation and control management activities for moderate to high-risk initiatives in compliance with the Issue Management Policy and Standard and the Internal Controls Management Policy (ICMP) and Standard and for communication outcomes of objective assessment through escalation and reporting to Senior Management as necessary. WHAT WILL YOU DO? Conduct review and challenge of remediation initiatives to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing challenge throughout the Issue Management Lifecycle, which may include issue data details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; and sustainability. Conduct review and challenge of controls implemented. This includes providing feedback to risk and control owners and control assessment teams related to the following control management activities: control identification to match appropriate controls with identified risk exposures to lower the residual risk level; completeness and robustness of control documentation; reasonableness of control assessment approach and sample selection; consistency of design effectiveness and operating effectiveness conclusions with supporting evidence; and appropriateness of documented issues and action plans to remediate identified control failure. Ensures work is produced and documented in alignment with quality and content requirements. Provides clear and transparent updates on remediation progress Exercises independent judgment in identifying and assessing risk. Prepares, reviews, and presents review and challenge results to Leadership, including outlining the risk of control deficiencies Ensures observations and findings are documented and escalated to appropriate leadership. Exercises effective communication and promotes positive client relations with business line colleagues and management Maintains authoritative knowledge and understanding of laws and regulations, regulatory guidance, policy, and procedures for operational functions covered. Provides 2LOD audit and regulatory exam support. Executes additional departmental initiatives and other duties as assigned. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 7 years of experience in financial services industry, with at least five years in an operational risk management, internal audit, or compliance role Minimum 3 years of control assessment and validation experience Minimum 1 year of supervisory experience Additional Qualifications Bachelor's degree or higher and other professional qualifications such as a CPA, CA, etc. Strong business knowledge of financial services Understanding of Risk Management/Operational Risk Management and Internal Controls testing methodology Strong knowledge of issue management practices with proven experience in issue management design and/or execution Ability to handle complexity and ambiguity Proven track record building strong relationships across multiple business functions Ability to deal effectively with conflict Well-developed influencing, analytical and problem solving skills Must be able to convey complex concepts in a clear and concise manner Ability to work independently with effective time and project management Ability to work in a matrix environment Strong interpersonal/teamwork skills Strong communication (verbal and written), negotiation, and presentation skills required WHAT'S IN IT FOR YOU? Compensation Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Description: The Controller is a key strategic and operational leader responsible for establishing, maintaining, and continuously improving MaxCyte's accounting and financial control environment. Reporting directly to the Chief Financial Officer, this role provides leadership across all areas of accounting operations, financial reporting, technical accounting, and compliance in a complex, publicly traded life sciences company. The Controller leads a team of 7 accounting professionals, including 3 direct reports, and is responsible for building team capacity to support the company's growth trajectory. The Controller ensures the integrity of financial results, oversees internal controls and SOX compliance, and enables efficient and transparent reporting to executive management and the Board. This successful candidate will be both a hands-on operator and strategic partner-capable of leading process transformation, driving systems modernization, and mentoring a high-performing team. Success requires deep technical accounting knowledge, operational excellence in a manufacturing and regulated environment, and the ability to translate financial insights into strategic actions that enhance enterprise value. The Controller plays a critical role in enabling scalable growth, disciplined execution, and confidence among investors, auditors, and business partners. Serve as a trusted advisor to the CFO, providing insight into financial trends, risks, and opportunities while ensuring readiness for audit, investor, and Board scrutiny. Oversee all daily accounting operations, including general ledger, accounts payable and receivable, payroll, fixed assets, and accruals. Lead the monthly, quarterly, and annual close processes to ensure timely and accurate financial results with a consistent five-day close target. Own the company's internal control framework and ensure compliance with Sarbanes-Oxley (SOX) requirements across all accounting cycles. Oversee external audit processes, technical accounting documentation, and preparation of supporting materials for 10-Q, 10-K, and other SEC filings. Ensure compliance with U.S. GAAP and drive excellence in accounting for complex transactions including revenue recognition (ASC 606), leases (ASC 842), and stock compensation (ASC 718). Oversee revenue recognition across multiple streams including instrument and consumable sales, services, Strategic Platform License (SPL) agreements, milestone payments, and royalties. Partner with FP&A, Legal, and Business Development to interpret contract structures, assess accounting implications, and forecast financial impacts of strategic arrangements. Supervise cost accounting and manufacturing finance activities, ensuring accurate standard cost setup, variance analysis, and product-level profitability insights. Work with operations and supply chain leadership to align financial processes with production workflows, inventory management, and quality system documentation. Develop, maintain, and continuously refine accounting policies and Standard Operating Procedures (SOPs) for key processes, including revenue, inventory, cost accounting, and accruals. Implement automation and process improvements within NetSuite ERP and other systems to enhance efficiency, scalability, and data integrity. Deliver timely management reports and dashboards with actionable insights, linking financial metrics to operational drivers and strategic objectives. Monitor working capital metrics such as DSO, DPO, and inventory turns, identifying opportunities to optimize liquidity and efficiency. Collaborate with FP&A on forecasting, budgeting, and scenario analysis to inform executive decision-making and investor communications. Drive a culture of accountability, continuous improvement, and operational excellence throughout the Finance organization. Recruit, develop, and mentor a high-performing accounting team capable of supporting the company's evolving scale and complexity. Partner cross-functionally with operations, regulatory affairs, quality, and information technology functions to ensure that financial and operational systems are integrated and compliant with internal and external requirements. Champion process transformation initiatives to streamline workflows, enhance reporting accuracy, and strengthen the control environment across the organization Requirements: Bachelor's degree in accounting or finance required; CPA strongly preferred; MBA preferred. 10-15 years of progressive accounting and financial leadership experience, including at least two years in a controller role, ideally combining public accounting and public company industry experience. Strong technical accounting expertise with demonstrated mastery of U.S. GAAP, SEC reporting requirements, and SOX internal control standards. Experience within a revenue-generating manufacturing or product-based environment, preferably in the life sciences industry. Deep understanding of cost accounting, inventory valuation, and manufacturing variance analysis in a multi-product environment. Proven success leading high-performing teams and fostering a culture of continuous improvement and accountability. Demonstrated ability to design and implement scalable processes, policies, and systems to support company growth. Hands-on ERP system experience, preferably NetSuite, with strong analytical skills and advanced Excel proficiency. Experience implementing or leveraging business intelligence and reporting tools (e.g., Power BI, Tableau) for KPI and performance management. Exceptional communication and collaboration skills with the ability to partner effectively across functions and influence senior executives. Strong organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced, dynamic environment. High integrity, professional judgment, and commitment to excellence consistent with MaxCyte's values and public company standards. The compensation package for this role includes a base salary up to $250k a year, depending on experience, annual bonus, and equity. MaxCyte also offers a comprehensive benefits package including health, dental, vision, life, and disability insurance and generous time off. MaxCyte is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status Compensation details: 00 Yearly Salary PI643e181c9ad9-6365
12/01/2025
Full time
Description: The Controller is a key strategic and operational leader responsible for establishing, maintaining, and continuously improving MaxCyte's accounting and financial control environment. Reporting directly to the Chief Financial Officer, this role provides leadership across all areas of accounting operations, financial reporting, technical accounting, and compliance in a complex, publicly traded life sciences company. The Controller leads a team of 7 accounting professionals, including 3 direct reports, and is responsible for building team capacity to support the company's growth trajectory. The Controller ensures the integrity of financial results, oversees internal controls and SOX compliance, and enables efficient and transparent reporting to executive management and the Board. This successful candidate will be both a hands-on operator and strategic partner-capable of leading process transformation, driving systems modernization, and mentoring a high-performing team. Success requires deep technical accounting knowledge, operational excellence in a manufacturing and regulated environment, and the ability to translate financial insights into strategic actions that enhance enterprise value. The Controller plays a critical role in enabling scalable growth, disciplined execution, and confidence among investors, auditors, and business partners. Serve as a trusted advisor to the CFO, providing insight into financial trends, risks, and opportunities while ensuring readiness for audit, investor, and Board scrutiny. Oversee all daily accounting operations, including general ledger, accounts payable and receivable, payroll, fixed assets, and accruals. Lead the monthly, quarterly, and annual close processes to ensure timely and accurate financial results with a consistent five-day close target. Own the company's internal control framework and ensure compliance with Sarbanes-Oxley (SOX) requirements across all accounting cycles. Oversee external audit processes, technical accounting documentation, and preparation of supporting materials for 10-Q, 10-K, and other SEC filings. Ensure compliance with U.S. GAAP and drive excellence in accounting for complex transactions including revenue recognition (ASC 606), leases (ASC 842), and stock compensation (ASC 718). Oversee revenue recognition across multiple streams including instrument and consumable sales, services, Strategic Platform License (SPL) agreements, milestone payments, and royalties. Partner with FP&A, Legal, and Business Development to interpret contract structures, assess accounting implications, and forecast financial impacts of strategic arrangements. Supervise cost accounting and manufacturing finance activities, ensuring accurate standard cost setup, variance analysis, and product-level profitability insights. Work with operations and supply chain leadership to align financial processes with production workflows, inventory management, and quality system documentation. Develop, maintain, and continuously refine accounting policies and Standard Operating Procedures (SOPs) for key processes, including revenue, inventory, cost accounting, and accruals. Implement automation and process improvements within NetSuite ERP and other systems to enhance efficiency, scalability, and data integrity. Deliver timely management reports and dashboards with actionable insights, linking financial metrics to operational drivers and strategic objectives. Monitor working capital metrics such as DSO, DPO, and inventory turns, identifying opportunities to optimize liquidity and efficiency. Collaborate with FP&A on forecasting, budgeting, and scenario analysis to inform executive decision-making and investor communications. Drive a culture of accountability, continuous improvement, and operational excellence throughout the Finance organization. Recruit, develop, and mentor a high-performing accounting team capable of supporting the company's evolving scale and complexity. Partner cross-functionally with operations, regulatory affairs, quality, and information technology functions to ensure that financial and operational systems are integrated and compliant with internal and external requirements. Champion process transformation initiatives to streamline workflows, enhance reporting accuracy, and strengthen the control environment across the organization Requirements: Bachelor's degree in accounting or finance required; CPA strongly preferred; MBA preferred. 10-15 years of progressive accounting and financial leadership experience, including at least two years in a controller role, ideally combining public accounting and public company industry experience. Strong technical accounting expertise with demonstrated mastery of U.S. GAAP, SEC reporting requirements, and SOX internal control standards. Experience within a revenue-generating manufacturing or product-based environment, preferably in the life sciences industry. Deep understanding of cost accounting, inventory valuation, and manufacturing variance analysis in a multi-product environment. Proven success leading high-performing teams and fostering a culture of continuous improvement and accountability. Demonstrated ability to design and implement scalable processes, policies, and systems to support company growth. Hands-on ERP system experience, preferably NetSuite, with strong analytical skills and advanced Excel proficiency. Experience implementing or leveraging business intelligence and reporting tools (e.g., Power BI, Tableau) for KPI and performance management. Exceptional communication and collaboration skills with the ability to partner effectively across functions and influence senior executives. Strong organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced, dynamic environment. High integrity, professional judgment, and commitment to excellence consistent with MaxCyte's values and public company standards. The compensation package for this role includes a base salary up to $250k a year, depending on experience, annual bonus, and equity. MaxCyte also offers a comprehensive benefits package including health, dental, vision, life, and disability insurance and generous time off. MaxCyte is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status Compensation details: 00 Yearly Salary PI643e181c9ad9-6365