29 jobs found

Oversight of Daily and Month-End Operations: Oversee the day-to-day functions and review month-end reconciliations/analyses of areas including: cash management, prepaid expenses, lease accounting and accounts receivable. Financial Reporting: Oversee the preparation and accuracy of financial statements in accordance with GAAP, manage month-end and year-end closing activities, and ensure compliance with all applicable laws, regulations, and internal controls. Serve as the primary point of contact for external auditors for lease accounting and cash management. Manage Team Leadership & Development: Mentor, manage, and develop the cash management team. Foster a culture of accountability and professional excellence. Drive Process Improvement: Identify and implement efficiencies in accounting operations through system optimization, automation, and the application of best practices. Qualifications Education: A Bachelor's degree in Accounting or Finance is required. A CPA certification is preferred. Experience: At least 5+ years of progressive accounting and finance experience, with a minimum of 2 years in a supervisory role. Technical Proficiency: Strong expertise in technical accounting principles and practical experience with ERP systems and advanced Microsoft Excel skills. Leadership Qualities: Proven ability to lead and motivate a team, manage competing deadlines, and effectively communicate complex financial data to non-financial stakeholders. Problem-Solving: Exceptional analytical skills, attention to detail, and a proactive approach to identifying and resolving accounting issues. Required Preferred Job Industries Customer Service

MANAGER COMPLIANCE PB WHAT IS THE OPPORTUNITY? PB Support Services Manager has primary responsibility for Compliance oversight, Risk Control Programs, Projects and Credit Support functions. Quality Control and application support. The position is responsible for direct management, monitoring, and reporting of underwriting compliance, loan documentation compliance, and risk control programs and assessments for the various high-volume commercial, consumer and real estate areas of Private Client Services. Accordingly, the PB Support Services Manager must possess a deep and progressive knowledge of industry related and local, state and federal lending and quality control and compliance laws, regulations and issues.The PB Support Services Manager will research lending regulatory issues, monitor compliance with regulations, develop detailed risk assessments, make recommendations based on industry best practices, and supervise compliance staff. The position also assists the Division Administrative Manager in ensuring department activities run smoothly and efficiently by providing leadership, training and supervision within the department as deemed appropriate. WHAT WILL YOU DO? Compliance Oversight for Private Client Services (Credit & Documentation units) Private Client Service's Risk Control Self-Assessment program; also includes Risk Administration for Early Warning and Document Standardization Private Client Services Application & Systems support including Finance Center, Info Track and Fair Isaacs Liquid Credit; also includes Private Client Service's Data Base management. Review and monitor federal, state, and regulatory publications and other compliance resources to maintain current knowledge of regulations, rules, and industry best practice expectations. Partner with and build effective relationships with senior management and other colleagues throughout the bank to ensure compliance objectives are met. Review existing policies and procedures and influence the successful creation and implementation of new policies, procedures and quality control activities to ensure robust compliance mechanisms and internal controls are in place and adhered to. Assist with inquiries from regulatory agencies and/or auditors as suitable; escalate issues as appropriate. Innovate through technology proposals and process modifications to continually improve efficiency, service and quality. Proactively seek and implement workflow and procedural changes to parallel bank growth. Responsible for achieving satisfactory assessments in regulators', internal audit and loan review examinations. 30% Projects Manage projects for the Credit and Documentation team to ensure they are completed in a timely manner and within approved budget parameters. 20% Management/Supervision Monitor staff (3-5 direct reports) in daily tasks, operations and quality control; ensure the organization of assigned areas of the department, coordinating available resources (e.g., staff, materials, etc.) for maximum results; Perform personnel actions including performance appraisals, disciplinary actions, and interviewing candidates for employment; supervise the daily activities of subordinates including, but not limited to, effective delegation of assignments, developing work schedules and providing necessary training. Reinforce the application of superior customer service through his or her own example along with appropriate follow through with involved Units/Departments and colleagues. Assume responsibility for various department functions in the absence of staff members or in overload situations as determined by the Administrative Manager. Play a positive role in the development and growth of assigned department staff through excellent communication skills, both verbal and written, along with strong delegation skills assuring a highly cross-trained staff; Responsible and accountable for appropriate quality controls related to the financial products the bank provides, the services the bank delivers, the processes employed and the incentives with which colleagues are awarded. All City National products, financial solutions and services are to be provided ethically and with integrity in a manner that is consistent with the client-first culture and values embodied in City National's PRIDE statement. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Minimum 10 years of experience in financial services Minimum 10 years of experience in loan fulfillment, compliance or lending operations Minimum 5 years of management experience Additional Qualifications Bachelor's degree with designation in business or finance; or 10 years of related experience in loan fulfillment, compliance or lending operations; or the equivalent combination of education and experience. Work related experience should consist of an in-depth background in bank administration, compliance and supervisory skills. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry. Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, speak clearly to customers and employees. Knowledge of related State and Federal banking regulations. Strong administrative skills and ability to manage large/complex projects. Ability to analyze complex situations and provide guidance, makes recommendations, and/or escalates the issues to appropriate level of management. Ability to work with no supervision while performing duties. Proven ability to effectively train and instruct others in a formal classroom or one-on-one environment. Advanced knowledge and technical experience required in documenting consumer and commercial loans and real estate secured loans. Knowledge of general banking operations to include loan processing, collateral, insurance and related loan-specific requirements. Prior demonstrated experience in managing, developing and motivating professional and clerical staff required. Previous experience working in a highly centralized environment across multiple loan products preferred. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $92,114 - $156,880 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.

CONTROL TESTING /REPORTING LEAD 1LOD WHAT IS THE OPPORTUNITY? The 1LOD Control Testing/Reporting Lead is a key strategic and integral role for the overall success of the bank. This role is responsible for (i) with the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities; (ii) consulting risk owners on how to design and implement controls to mitigate the risks in a process; (iii) leading the analysts to perform control testing that evaluate the design and operating effectiveness of CNB's first line key controls; (iv)analyzing, aggregating, and articulating the results/issues/recommendations related to control testing activities; and (v) maintaining a thorough understanding of CNB's Internal Controls Management Policy, control testing methodologies, and related regulatory and compliance standards. This dynamic position provides opportunities for working across CNB, including across the business, 2LOD and internal audit. WHAT WILL YOU DO? With the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities Consulting risk owners on how to design and implement controls to mitigate the risks in a process Responsible for planning, executing, and reviewing Control Assessments (i.e. Testing) that evaluate the design and operating effectiveness of CNB's first line Key Controls Maintain a thorough understanding of CNB's Internal Controls Management Policy and Standards, control testing methodologies, and related regulatory and compliance standards, including but not limited to enterprise risk management, data governance, third party risk management, model risk management, business continuity, fraud risk management, and associated regulations, guidance, and regulatory expectations Develop robust and scalable testing modules, scripts, and other guides including testing approach for evaluating the effectiveness of CNB's first line Key Controls to mitigate key risk exposures related to regulatory requirements and CNB risk policies and standards Exhibit high attention to detail in documentation of control evaluation work papers and remediation of reviewer's commentary Exhibit high attention to detail and strategic thinking in analyzing, aggregating, and articulating the results/issues of control testing activities and value-add opportunities for improvement of Key Controls to CNB Senior Management and other stakeholders Contribute to the articulation of results/conclusions/memos of control testing activities and communicate to key stakeholders across CNB Support development, implementation, and continuous improvement of tools, templates, and best practices that support control testing and reporting activities Assist with the validation and closure of control issues as identified through testing Maintain solid working relationships with 1LOD, 2LOD and internal audit Supports a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals Acts as brand ambassador of the CoE by developing solid working relationships across the organization as to facilitate communication and strategic partnerships Contribute to ad-hoc assignments and special projects WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years of experience in controls testing, internal audit, quality control roles, or other complimentary capacities, preferably within the financial services industry, a public accounting firm, or with a financial institutions regulator Minimum 3 years of experience in the financial services industry Additional Qualifications Preferred Certifications: CPA - Certified Public Accountant, CIA - Certified Internal Auditor, CISA - Certified Information Systems Auditor, and CISSP - Certified Information Systems Security Professional Knowledge of FINRA, SEC, MSRB, FRBNY and OCC rules and regulations Experience with operating in a highly matrixed environment Excellent communication and presentations skills Demonstrated experience supporting risk projects across multiple business lines offering a wide variety of financial services products and services Excellent analytical and complex problem-solving skills Knowledge of the financial services sector, particularly with the competitive dynamics and products in banking and risk management Strong time management skills 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.

About Peak Trust Company Peak Trust Company is an independent trust company known for exceptional fiduciary services, professionalism, and a team-first culture. We value integrity, collaboration, and ongoing professional development. We're looking for a dependable, detail-oriented individual to join us. The Opportunity The Trust Tax Coordinator plays an essential administrative and organizational role in supporting our fiduciary tax processes. You do not need prior fiduciary or tax specialization to succeed in this role, we will provide training. Instead, we're looking for someone who is: Highly organized Comfortable with forms, deadlines, and documentation Detail-focused Strong at follow-through and coordination Able to communicate clearly with internal teams and external professionals If you enjoy keeping systems running smoothly, managing timelines, and supporting critical compliance processes, this role offers meaningful work and long-term career growth. Key Responsibilities Administrative & Coordination Duties (Primary Focus) Track, monitor, and follow up on the status of fiduciary tax returns prepared by CPAs, and attorneys. Maintain organized and accurate tax records, ensuring information is accessible to auditors and internal stakeholders. Monitor key deadlines, payment schedules, and documentation requirements, ensuring nothing is missed. Coordinate with CPAs, attorneys, tax authorities, and internal departments to gather information, transmit documents, and keep processes moving. Review incoming IRS and state notices, routing them appropriately and helping coordinate responses. Assist with routine communications, reminders, and documentation related to fiduciary tax filings. Tax Support Functions Assist in the execution and filing of fiduciary tax returns (state and federal). Track estimated tax payments and ensure timely submission. Support basic tax research with guidance from senior team members. This role is ideal for someone who enjoys administrative excellence and wants to develop more advanced tax and fiduciary knowledge over time. Qualifications Required Strong administrative skills and ability to manage multiple deadlines. Excellent attention to detail, especially when working with forms, numbers, and documentation. Strong communication skills and comfort coordinating with professionals (CPAs, attorneys, internal teams). Ability to maintain confidential information with discretion. Quick learner with the ability to absorb technical information. Preferred (but not required) Experience in administrative support, bookkeeping, banking, financial services, compliance, or tax environments. Exposure to trusts, estates, or fiduciary processes. Prior tax preparation experience is a plus, but not necessary, we are willing to train. Why Work For Peak Trust Company: We are an independent trust company deeply dedicated to the well-being of our team members. Our unwavering commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. At the heart of our business lies our belief that our team is our most valuable asset. Our goal is to cultivate and sustain a culture that attracts top-tier talent, individuals who exemplify the core values at the foundation of Peak. We understand that investing in the continued education and personal growth of our team is paramount, as it fuels our collective success. We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams. In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance. EEO Statement: Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee. How To Apply: To apply for this job submit your application and resume. Powered by JazzHR PI8cda071f655d-4229

About Peak Trust Company Peak Trust Company is an independent trust company known for exceptional fiduciary services, professionalism, and a team-first culture. We value integrity, collaboration, and ongoing professional development. We're looking for a dependable, detail-oriented individual to join us. The Opportunity The Trust Tax Coordinator plays an essential administrative and organizational role in supporting our fiduciary tax processes. You do not need prior fiduciary or tax specialization to succeed in this role, we will provide training. Instead, we're looking for someone who is: Highly organized Comfortable with forms, deadlines, and documentation Detail-focused Strong at follow-through and coordination Able to communicate clearly with internal teams and external professionals If you enjoy keeping systems running smoothly, managing timelines, and supporting critical compliance processes, this role offers meaningful work and long-term career growth. Key Responsibilities Administrative & Coordination Duties (Primary Focus) Track, monitor, and follow up on the status of fiduciary tax returns prepared by CPAs, and attorneys. Maintain organized and accurate tax records, ensuring information is accessible to auditors and internal stakeholders. Monitor key deadlines, payment schedules, and documentation requirements, ensuring nothing is missed. Coordinate with CPAs, attorneys, tax authorities, and internal departments to gather information, transmit documents, and keep processes moving. Review incoming IRS and state notices, routing them appropriately and helping coordinate responses. Assist with routine communications, reminders, and documentation related to fiduciary tax filings. Tax Support Functions Assist in the execution and filing of fiduciary tax returns (state and federal). Track estimated tax payments and ensure timely submission. Support basic tax research with guidance from senior team members. This role is ideal for someone who enjoys administrative excellence and wants to develop more advanced tax and fiduciary knowledge over time. Qualifications Required Strong administrative skills and ability to manage multiple deadlines. Excellent attention to detail, especially when working with forms, numbers, and documentation. Strong communication skills and comfort coordinating with professionals (CPAs, attorneys, internal teams). Ability to maintain confidential information with discretion. Quick learner with the ability to absorb technical information. Preferred (but not required) Experience in administrative support, bookkeeping, banking, financial services, compliance, or tax environments. Exposure to trusts, estates, or fiduciary processes. Prior tax preparation experience is a plus, but not necessary, we are willing to train. Why Work For Peak Trust Company: We are an independent trust company deeply dedicated to the well-being of our team members. Our unwavering commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. At the heart of our business lies our belief that our team is our most valuable asset. Our goal is to cultivate and sustain a culture that attracts top-tier talent, individuals who exemplify the core values at the foundation of Peak. We understand that investing in the continued education and personal growth of our team is paramount, as it fuels our collective success. We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams. In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance. EEO Statement: Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee. How To Apply: To apply for this job submit your application and resume. Powered by JazzHR PI8cda071f655d-4229

About Peak Trust Company Peak Trust Company is an independent trust company known for exceptional fiduciary services, professionalism, and a team-first culture. We value integrity, collaboration, and ongoing professional development. We're looking for a dependable, detail-oriented individual to join us. The Opportunity The Trust Tax Coordinator plays an essential administrative and organizational role in supporting our fiduciary tax processes. You do not need prior fiduciary or tax specialization to succeed in this role, we will provide training. Instead, we're looking for someone who is: Highly organized Comfortable with forms, deadlines, and documentation Detail-focused Strong at follow-through and coordination Able to communicate clearly with internal teams and external professionals If you enjoy keeping systems running smoothly, managing timelines, and supporting critical compliance processes, this role offers meaningful work and long-term career growth. Key Responsibilities Administrative & Coordination Duties (Primary Focus) Track, monitor, and follow up on the status of fiduciary tax returns prepared by CPAs, and attorneys. Maintain organized and accurate tax records, ensuring information is accessible to auditors and internal stakeholders. Monitor key deadlines, payment schedules, and documentation requirements, ensuring nothing is missed. Coordinate with CPAs, attorneys, tax authorities, and internal departments to gather information, transmit documents, and keep processes moving. Review incoming IRS and state notices, routing them appropriately and helping coordinate responses. Assist with routine communications, reminders, and documentation related to fiduciary tax filings. Tax Support Functions Assist in the execution and filing of fiduciary tax returns (state and federal). Track estimated tax payments and ensure timely submission. Support basic tax research with guidance from senior team members. This role is ideal for someone who enjoys administrative excellence and wants to develop more advanced tax and fiduciary knowledge over time. Qualifications Required Strong administrative skills and ability to manage multiple deadlines. Excellent attention to detail, especially when working with forms, numbers, and documentation. Strong communication skills and comfort coordinating with professionals (CPAs, attorneys, internal teams). Ability to maintain confidential information with discretion. Quick learner with the ability to absorb technical information. Preferred (but not required) Experience in administrative support, bookkeeping, banking, financial services, compliance, or tax environments. Exposure to trusts, estates, or fiduciary processes. Prior tax preparation experience is a plus, but not necessary, we are willing to train. Why Work For Peak Trust Company: We are an independent trust company deeply dedicated to the well-being of our team members. Our unwavering commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. At the heart of our business lies our belief that our team is our most valuable asset. Our goal is to cultivate and sustain a culture that attracts top-tier talent, individuals who exemplify the core values at the foundation of Peak. We understand that investing in the continued education and personal growth of our team is paramount, as it fuels our collective success. We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams. In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance. EEO Statement: Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee. How To Apply: To apply for this job submit your application and resume. Powered by JazzHR PI8cda071f655d-4229

About Peak Trust Company Peak Trust Company is an independent trust company known for exceptional fiduciary services, professionalism, and a team-first culture. We value integrity, collaboration, and ongoing professional development. We're looking for a dependable, detail-oriented individual to join us. The Opportunity The Trust Tax Coordinator plays an essential administrative and organizational role in supporting our fiduciary tax processes. You do not need prior fiduciary or tax specialization to succeed in this role, we will provide training. Instead, we're looking for someone who is: Highly organized Comfortable with forms, deadlines, and documentation Detail-focused Strong at follow-through and coordination Able to communicate clearly with internal teams and external professionals If you enjoy keeping systems running smoothly, managing timelines, and supporting critical compliance processes, this role offers meaningful work and long-term career growth. Key Responsibilities Administrative & Coordination Duties (Primary Focus) Track, monitor, and follow up on the status of fiduciary tax returns prepared by CPAs, and attorneys. Maintain organized and accurate tax records, ensuring information is accessible to auditors and internal stakeholders. Monitor key deadlines, payment schedules, and documentation requirements, ensuring nothing is missed. Coordinate with CPAs, attorneys, tax authorities, and internal departments to gather information, transmit documents, and keep processes moving. Review incoming IRS and state notices, routing them appropriately and helping coordinate responses. Assist with routine communications, reminders, and documentation related to fiduciary tax filings. Tax Support Functions Assist in the execution and filing of fiduciary tax returns (state and federal). Track estimated tax payments and ensure timely submission. Support basic tax research with guidance from senior team members. This role is ideal for someone who enjoys administrative excellence and wants to develop more advanced tax and fiduciary knowledge over time. Qualifications Required Strong administrative skills and ability to manage multiple deadlines. Excellent attention to detail, especially when working with forms, numbers, and documentation. Strong communication skills and comfort coordinating with professionals (CPAs, attorneys, internal teams). Ability to maintain confidential information with discretion. Quick learner with the ability to absorb technical information. Preferred (but not required) Experience in administrative support, bookkeeping, banking, financial services, compliance, or tax environments. Exposure to trusts, estates, or fiduciary processes. Prior tax preparation experience is a plus, but not necessary, we are willing to train. Why Work For Peak Trust Company: We are an independent trust company deeply dedicated to the well-being of our team members. Our unwavering commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. At the heart of our business lies our belief that our team is our most valuable asset. Our goal is to cultivate and sustain a culture that attracts top-tier talent, individuals who exemplify the core values at the foundation of Peak. We understand that investing in the continued education and personal growth of our team is paramount, as it fuels our collective success. We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams. In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance. EEO Statement: Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee. How To Apply: To apply for this job submit your application and resume. Powered by JazzHR PI8cda071f655d-4229

Seeking a full-time BE/BC Internal Medicine Physician to join medical group in southwest Minnesota. Employed position No call, outpatient only After hours/urgent care clinic staffed by FM physicians and APPS. Full range of inpatient and outpatient services Average daily census 18-20 ER staffed 24 hours, Level III, with airplane, helicopter and land transport to Sioux Falls Market area 25,000 Competitive base salary Production incentives Generous benefit package For a physician candidate interested in evidence-based medicine Become part of a primary care network of physicians who care about their patients. The Community: This lovely community is built around a 785-acre lake and offers all water sports: boating, water-skiing, wind surfing and fishing. The city has more than 20 parks, an outdoor pool with water slide, softball fields and tennis courts. Amenities include a regional shopping mall, 2 movie theaters, sports and recreational centers, one 18-hole golf course and a performing arts auditorium. Becker s Healthcare (2022) ranks Minnesota No. 2 as the best state for physicians to live and work in! Population 13,000 Wide range of recreational activities for adults and children 10,000 square foot YMCA with new outdoor pool just opened summer 2023 APPLY NOW or TEXT Job and email address to 636 - 628 - 2412. Search all of our provider opportunities here:

CONTROL TESTING /REPORTING LEAD 1LOD WHAT IS THE OPPORTUNITY? The 1LOD Control Testing/Reporting Lead is a key strategic and integral role for the overall success of the bank. This role is responsible for (i) with the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities; (ii) consulting risk owners on how to design and implement controls to mitigate the risks in a process; (iii) leading the analysts to perform control testing that evaluate the design and operating effectiveness of CNB's first line key controls; (iv)analyzing, aggregating, and articulating the results/issues/recommendations related to control testing activities; and (v) maintaining a thorough understanding of CNB's Internal Controls Management Policy, control testing methodologies, and related regulatory and compliance standards. This dynamic position provides opportunities for working across CNB, including across the business, 2LOD and internal audit. WHAT WILL YOU DO? With the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities Consulting risk owners on how to design and implement controls to mitigate the risks in a process Responsible for planning, executing, and reviewing Control Assessments (i.e. Testing) that evaluate the design and operating effectiveness of CNB's first line Key Controls Maintain a thorough understanding of CNB's Internal Controls Management Policy and Standards, control testing methodologies, and related regulatory and compliance standards, including but not limited to enterprise risk management, data governance, third party risk management, model risk management, business continuity, fraud risk management, and associated regulations, guidance, and regulatory expectations Develop robust and scalable testing modules, scripts, and other guides including testing approach for evaluating the effectiveness of CNB's first line Key Controls to mitigate key risk exposures related to regulatory requirements and CNB risk policies and standards Exhibit high attention to detail in documentation of control evaluation work papers and remediation of reviewer's commentary Exhibit high attention to detail and strategic thinking in analyzing, aggregating, and articulating the results/issues of control testing activities and value-add opportunities for improvement of Key Controls to CNB Senior Management and other stakeholders Contribute to the articulation of results/conclusions/memos of control testing activities and communicate to key stakeholders across CNB Support development, implementation, and continuous improvement of tools, templates, and best practices that support control testing and reporting activities Assist with the validation and closure of control issues as identified through testing Maintain solid working relationships with 1LOD, 2LOD and internal audit Supports a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals Acts as brand ambassador of the CoE by developing solid working relationships across the organization as to facilitate communication and strategic partnerships Contribute to ad-hoc assignments and special projects WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years of experience in controls testing, internal audit, quality control roles, or other complimentary capacities, preferably within the financial services industry, a public accounting firm, or with a financial institutions regulator Minimum 3 years of experience in the financial services industry Additional Qualifications Preferred Certifications: CPA - Certified Public Accountant, CIA - Certified Internal Auditor, CISA - Certified Information Systems Auditor, and CISSP - Certified Information Systems Security Professional Knowledge of FINRA, SEC, MSRB, FRBNY and OCC rules and regulations Experience with operating in a highly matrixed environment Excellent communication and presentations skills Demonstrated experience supporting risk projects across multiple business lines offering a wide variety of financial services products and services Excellent analytical and complex problem-solving skills Knowledge of the financial services sector, particularly with the competitive dynamics and products in banking and risk management Strong time management skills 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.

Hourly Pay Range: $132.48 - $205.34 - The hourly pay rate offered is determined by a candidate's expertise and years of experience, among other factors. Position Highlights: Position: Vice President, Controller Location: Warrenville, IL or Arlington Heights, IL Full Time/Part Time: Full time Hours: Monday-Friday, Days Job Summary: The Vice-President, Controller is a senior finance leader responsible for overseeing all accounting operations, financial reporting, regulatory and tax compliance, and treasury-related activities for a large, complex health care system with approximately $6 billion in annual revenue. Reporting to the Sr. Vice-President Finance and Accounting, this role ensures the integrity, accuracy, and timeliness of the organization's financial records while driving consistency in accounting policies, processes, and controls across the system. The Controller serves as the primary authority on GAAP application, external reporting, audit management, and regulatory compliance, and is a key advisor to executive leadership and the finance team. What you will do: Accounting Operations & Financial Close Lead all day-to-day accounting operations across corporate and business unit accounting, accounts payable, tax accounting, and regulatory reporting Own and manage the monthly, quarterly, and annual close processes, ensuring accuracy, completeness, and timeliness Establish and maintain strong internal controls, accounting policies, and standardized procedures across the health system Monitor and implement changes in GAAP and health care-specific accounting guidance Prepare and oversee the preparation of internal and external financial statements in accordance with GAAP Ensure compliance with all applicable federal, state, and regulatory reporting requirements, including CMS and other governing bodies Oversee preparation and submission of all tax filings and regulatory reports Ensure compliance with debt covenants, financing agreements, and related reporting obligations Audit & External Relationships Serve as primary liaison with external auditors, managing the annual audit process and ongoing audit-related activities Coordinate responses to auditor requests and ensure timely resolution of findings Manage key external relationships, including banking partners and other liquidity providers Treasury & Cash Management Oversee daily cash forecasting and liquidity planning to support system-wide operations Manage capital structure, debt planning and compliance Internal lead for banking relationships and treasury operations, ensuring adequate liquidity and compliance with financial policies Leadership & Stakeholder Engagement Lead, develop, and engage a high-performing accounting and finance team Collaborate cross-functionally with FP&A, Revenue Cycle, Supply Chain, IT, Legal, and operational leaders Present financial results and accounting matters to senior executives Act as a trusted advisor to executive leadership on accounting, reporting, and regulatory matters What you will need: Education: Bachelor's degree in Accounting, Finance, or related field is required. MBA or other relevant master's degree is preferred. Certification: Certified Public Accountant (CPA) is required. Experience: Minimum of 15 years of progressive accounting or finance experience At least 5 years in a senior accounting leadership or management role Experience in large, complex organizations; health care system or regulated industry experience strongly preferred Deep expertise in GAAP, financial reporting, and internal controls Unique or Preferred Skills: Advanced proficiency in Excel, Word, PowerPoint, and financial reporting systems Demonstrated ability to communicate complex financial information to senior leadership and boards Strong leadership skills with a track record of building and engaging high-performing teams Proven ability to work effectively in a highly collaborative, cross-functional environment Strong customer-service mindset with the ability to balance operational execution and strategic priorities Benefits (For full time or part time positions): Eligibility for our Annual Incentive Plan, which offers the potential to earn a certain percentage amount of your base salary based on organizational performance. (For AIP eligible positions) Opportunity for annual increases based on performance Career Pathways to Promote Professional Growth and Development Various Medical, Dental, Pet and Vision options Tuition Reimbursement Free Parking Wellness Program Savings Plan Health Savings Account Options Retirement Options with Company Match Paid Time Off and Holiday Pay Community Involvement Opportunities Endeavor Health is a fully integrated healthcare delivery system committed to providing access to quality, vibrant, community-connected care, serving an area of more than 4.2 million residents across six northeast Illinois counties. Our more than 25,000 team members and more than 6,000 physicians aim to deliver transformative patient experiences and expert care close to home across more than 300 ambulatory locations and eight acute care hospitals - Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights) Skokie and Swedish (Chicago) - all recognized as Magnet hospitals for nursing excellence. For more information, visit . When you work for Endeavor Health, you will be part of an organization that encourages its employees to achieve career goals and maximize their professional potential. Please explore our website ( ) to better understand how Endeavor Health delivers on its mission to "help everyone in our communities be their best". Endeavor Health is committed to working with and providing reasonable accommodation to individuals with disabilities. Please refer to the main career page for more information. At Endeavor Health, we are united by a shared commitment to working together to create a culture of connection and belonging-each of us bringing different skills and experiences as we deliver safe, seamless, and personal care. Every person, every time. We are committed to fostering an environment where all team members can be their best, learn, and pursue excellence together. EOE: Race/Color/Sex/Sexual Orientation/ Gender Identity/Religion/National Origin/Disability/Vets, VEVRRA Federal Contractor.