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SVP, Business Finance Loan Officer
Banc of CaliforniaPhoenix, Arizona
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN® THE OPPORTUNITY The SVP, Business Finance Loan Officer is responsible for independently monitoring the performance of assigned borrowers, identifying deviations from agreed-upon performance, and taking appropriate remedial steps. This role requires building strong working relationships with all clients to ensure open communication and a better understanding of their operating performance and needs. The position demands the ability to work independently with limited day-to-day supervision. The SVP, Business Finance Loan Officer is also responsible for providing financial, collateral, and trend analysis for the Bank’s asset-based lending (ABL) credit clients. Additionally, they must stay informed about industry-related, political, and regulatory issues to assess their impact on specific industries or clients. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. HOW YOU’LL MAKE A DIFFERENCE Credit Evaluation and Analysis: Evaluate ABL credit requests and prepare collateral and financial analysis. Perform quantitative and qualitative analysis of portfolio companies' financials. Independently underwrite changes to existing credits and determine loan structures. Identify risk and manage through troubled situations. Credit Approval and Documentation: Prepare Credit Approval Memorandum (CAM) and ensure consistency with loan documents. Recommend credit actions and submit CAM for final decision. Analyze third-party reports and assign risk ratings. Portfolio Management: Manage a designated group of Business Finance portfolio companies. Provide monthly collateral and financial performance summaries. Develop loan management strategies to minimize credit risk. Manage troubled credits to minimize losses and mitigate risk. Client Interaction and Support: Respond to client requests for additional funding or loan modifications. Oversee client accounts and ensure proper processing of funding and cash receipts. Communicate with clients to resolve loan issues. Compliance and Integrity: Maintain financial integrity by auditing documents and following internal controls. Prepare risk ratings and reports to keep management informed. Treat people with respect, work ethically, and uphold organizational values. Team Collaboration and Leadership: Lead and review work of credit and collateral analysts. Provide feedback and guidance to team members. Contribute to team efforts and special projects. Additional Responsibilities: Travel for client visits and meetings as needed. Perform other duties as assigned. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned. WHAT YOU’LL BRING 10+ years of asset-based lending/credit experience is required Five years of more in senior level asset-based lending relationship management is preferred Bachelor’s Degree and/or relevant work experience or training CPA or MBA a plus is preferred Proficient with Microsoft Word and Excel Entrepreneurial Work Ethic Strong Analytical Skills, including data analysis and problem-solving HOW WE’LL SUPPORT YOU Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
Posted 3 weeks ago
Senior Manager, Finance
Integrity Marketing GroupDallas, Texas
About Integrity Integrity, headquartered in Dallas, Texas, is a leading distributor of life and health insurance, and provider of innovative solutions for wealth management and retirement planning. Through its broad partner network of agents and advisors, Integrity helps millions of Americans protect their life, health, and wealth with a commitment to meet them wherever they are — in person, over the phone and online. Integrity’s proprietary, cutting-edge technology helps expand the insurance and financial planning experience for all stakeholders using an omnichannel approach. Providing best-in-class service to our clients and consumers is at the center of Integrity’s holistic approach to life, health, and wealth protection. The company and its partners focus on helping families and individuals prepare for the good days ahead, so they can make the most of what life brings. Integrity Wealth™ is Integrity’s family of wealth management and retirement planning companies. With over $40 billion in assets under management and growing, Integrity Wealth through its registered investment advisers, broker-dealers, retirement planning and advisory companies provides cutting edge technology, services, and multi-custodial platform solutions to financial advisors and planners, brokers, wealth managers, and registered representatives so they can more effectively manage their clients’ assets. As the Sr. Finance Manager, you will provide oversight of the finance and accounting department activities, providing information, primarily financial in nature, about all company activities that will assist management, its’ shareholders and other users in making educated economic decisions about the company’s future. Direct the activities of the corporate accounting department for the accurate and timely dissemination of fiscal management reports including, but not limited to, internal and external financial statements and annual audits and annual budgets, and oversight and consolidation of monthly/annual financial statements. Direct the activities of the disbursement department, ensuring the accurate and timely processing of accounts payable, core employee expense reports, and cash control. Direct the activities of the accounts receivable department to ensure the accurate and timely management of all accounts receivable aging components including billings, cash receipts application and customer service. Establish and maintain systems and controls that verify the integrity of all systems, processes, and data, and enhance the company’s value. Respond to CFO as assigned with accurate and timely work to facilitate financial needs. Other duties as assigned. Qualifications: Bachelor’s degree in accounting or finance. CPA or other relevant professional certification (e.g., CMA, CIA). Minimum of [Number] years of experience in a Controller or similar role, preferably in the wealth management or financial services industry. Strong understanding of accounting principles, financial regulations, and internal controls. Experience in financial reporting, budgeting, and forecasting. Excellent analytical and problem-solving skills. Strong communication and interpersonal skills. Ability to work independently and as part of a team. About Integrity Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com . Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
Posted 1 week ago
Sales/Finance Manager
Smith Auto Family PlainviewPlainview, Texas
If you do not complete the "Pre-Screen Survey" your application will not be reviewed. Sales Manager Location: Plainview, TX We’re seeking a driven and dynamic Sales Manager for our growing Ford dealership in Plainview, TX. The ideal candidate has a strong track record in automotive sales, exceptional leadership skills, and the tenacity to push the team to reach ambitious goals. You’ll be responsible for coaching and motivating sales consultants, fostering outstanding customer relationships, and closing deals with confidence. If you’re a natural leader who thrives in a fast-paced environment and knows how to deliver results, we want you on our team. Key Responsibilities Oversee daily sales operations and ensure monthly targets are met or exceeded Recruit, train, and mentor sales consultants, developing a high-performance team Engage with customers to build trust and drive repeat/referral business Collaborate with the General Manager on sales strategies and promotions Maintain a positive dealership culture focused on teamwork and accountability Qualifications Proven experience in automotive sales management, preferably Ford or similar brands Strong closing skills and the ability to motivate, coach, and mentor a sales team Confident, results-driven attitude with excellent communication skills Ability to thrive under pressure and adapt to evolving market conditions If you’re ready to lead, grind, and grow our dealership’s sales department, apply today.
Posted 1 week ago
Cleveland - Accounting and Finance Professionals – Senior Associates, Associate Managers & Managers
The Siegfried GroupCleveland, Ohio
The best and the brightest always have choices in the accounting & finance industries. We want you to view your time with Siegfried as an investment in your future that pays dividends along the way. The longer you stay with Siegfried the wider breadth of accounting & finance opportunities and experiences you will gain. No two paths at Siegfried look the same. Apply now to start working with many of the nation’s largest corporations on their most important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging, and one-of-a-kind projects inside the walls of Fortune 1000 and other large companies. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more. Our Firm is interested in hiring accounting and finance professionals – Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. – who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers. Take advantage of Siegfried’s lucrative incentive plans and competitive base salary, which are part of our Total Compensation Philosophy . Additionally, we offer comprehensive benefit plans, including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development, and more! Professional Attributes High energy and enthusiasm, with a strong commitment to exceeding client expectations. Flexibility and openness to work on a variety of assignments, industries, and roles. Ability to learn quickly, make an immediate impact, and provide value-added service to our clients. Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, Firm leadership, & peers. Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients. Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall. Entrepreneurial spirit and belief in the opportunities that Siegfried offers. Interest and passion to get involved in other professional experiences such as Business Development and Recruiting. Skills, Knowledge, and Qualifications Undergraduate degree in accounting or finance External auditors from large CPA firms with 2+ years of experience, including at least one busy season as a senior Combo candidates with external audit and corporate accounting and/or finance experience at a large public corporation are also considered CPA or progression towards, preferred Corporate accounting and/or finance experience at a large public corporation is a plus but not required Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards Strong computer desktop skills required. Advanced Microsoft Excel skills (e.g., macros, pivot tables, etc.) desirable Demonstrated career progression and job stability
Posted 2 weeks ago
Internet Sales Manager/ Assistant Finance Manager- Automotive - Volvo Cars Walnut Creek
Volvo Cars Walnut CreekWalnut Creek, California
Qualifications Driver's License (Required) High school or equivalent (Preferred) Sales Experience: 2 years (Preferred) Customer Service: 1 year (Preferred) Full Job Description Volvo Cars Walnut Creek is looking for experienced automotive Internet Sales Manager / Finance Manager to join our successful internet sales department. This is a rare opportunity to join an incredibly successful sales team. We provide a positive work environment and are looking for experienced sales manager / finance manager. Our compensation is outstanding for qualified individuals. Duties and Responsibilities: Attend to all lead opportunity types – showroom; phone; internet; customer base Utilize CRM tool to manage and update lead activity Candidate must be able to generate at least 40+ appointments per month through professional written and verbal skills Manage a minimum of 10 units per month – new and used combined Lead and Assist customers via product expertise and knowledge of finance/lease options with support from online pricing tool Conduct business with honesty and integrity Other duties may be assigned. REQUIREMENTS: Previous automotive dealership experience. Superior communication skills, both oral and written. Organized approach to managing your client base Comfortable making 30+ phone calls, emails, and text messages per day. Comfortable with computers, technology, and software applications. Valid driver's license and a clean driving record. Maximum 2 points Disciplined work ethic Enjoy Learning and improving Success driven. Job Type: Full-time Pay: $80,000.00 - $200,000.00 per year Benefits: 401(k) Full Medical, Dental, and Vision benefits and life insurance at no cost to employee. Paid time off Schedule: 8-hour shifts. 2-days off per week. Supplemental Pay: Commission pay. Application Question(s): Are you willing to undergo a background check, in accordance with local law/regulations? Education: High school or equivalent (Preferred) Experience: Sales Experience: 2 years (Preferred) Customer Service: 1 year (Preferred) License/Certification: Driver's License (Required) Work Location: One location Management: Internet Manager Saels Manager Assistant Finance Manager Company's website: www.volvocarswc.com Work Remotely: No We pay Hourly + commissions + with additional rewards and excellent benefits plus Volvo frequently has direct to rep bonuses. We promote from within. We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Posted 1 week ago
Infrastructure & Capital Projects – Finance/Project Controls Manager – Higher Education, ANS
Accenture Infrastructure & Capital ProjectsLos Angeles, California
As Accenture continues to grow, we have an increasing number of career opportunities available to you. Depending on the job and location, you may be directed to apply with Accenture Infrastructure & Capital Projects LLP or one of the following Legal entities: * Accenture Infrastructure and Capital Projects, LLC * Accenture Infrastructure and Capital Projects Inc. Please note that benefits can vary by country and role. Please check with your recruiter for more information. WHO WE ARE: Accenture Infrastructure & Capital Projects. We are reinventing how capital projects are planned, designed, managed and executed. We help our clients efficiently and sustainably build and upgrade the factories, plants, networks, grids, transport and public infrastructure we need to live and work.Local knowledge backed by global capabilities and experience. That’s how we deliver better outcomes for our clients. Our experienced program and project managers work on the ground, hand in hand with our industry experts, strategists, technologists and ecosystem partners to help us improve project performance and outcomes. We balance the need to make improvements immediately with the desire to transform the way projects are delivered in the future. From inception to completion, we use deep "hands on" design and construction experience coupled with data, technology and AI to help bring projects in on time and on budget. While helping to execute today, we focus on building a digital backbone to improve collaboration between stakeholders, reduce risk and use resources more efficiently. We digitally enable the workforce to help them predict issues, work more effectively and ensure their safety. Together with our clients we are using technology and human ingenuity to reinvent the way our built world is created, operated and maintained. Visit us here to learn more about Accenture Infrastructure & Capital Projects THE WORK: You'll develop budgets for all projects identified in the Bond Program. You'll establish, manage, and maintain financial reporting systems for all bond program expenditures. You'll develop and implement Program Management Information System (PMIS) integration for real-time tracking of budgets, commitments, expenditures, forecasts, and variances. You'll prepare detailed monthly, quarterly, and annual reports for District leadership, Bond Oversight Committees, and the Board of Trustees. You'll collaborate with project managers, estimators, and procurement to ensure proper budget allocations, accurate forecasts, and contingency management. You'll develop dashboards and customized reporting tools to meet internal and external stakeholder requirements. You'll track, review, and validate contractor pay applications, change orders, and amendments. You'll monitor financial risk, recommending mitigation strategies to leadership. You'll assist with preparation of annual audits and compliance reviews required by local, state, and federal regulations. You'll support the preparation of funding applications and coordination of state matching funds, if applicable. You'll lead or support training efforts for project teams on financial controls procedures. You'll work closely with District accounting and administrative teams to ensure alignment with District policies and reporting standards. Onsite at client site : The work location for this role is onsite with our clients and partners to enable delivery and cultivate our client relationships. There will be both day and night shift assignments. HERE’S WHAT YOU’LL NEED: Bachelor’s degree in Finance, Accounting, Construction Management, Engineering, or a related field Minimum 7 years of progressive experience in project controls, financial management, or program controls on large public works or school bond programs BONUS POINTS IF YOU HAVE: Advanced degree preferred Strong understanding of California school facility funding, including Proposition 39, Proposition 51, and state matching programs, preferred. Expertise in PMIS platforms (e.g., e-Builder, Procore, Unifier, or similar). Experience with DSA (Division of the State Architect) projects is a plus. Proficiency with Microsoft Excel, financial modeling, and dashboard reporting. Strong analytical and communication skills, with the ability to translate complex data into actionable information. Demonstrated success working in environments with multiple stakeholders, including elected boards and community groups. $150,000 - $170,000 a year Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in Illinois, Minnesota, California, Colorado, District of Columbia, Maryland, New Jersey, New York or Washington as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity and Affirmative Action Policy Statement Accenture is an EEO and Affirmative Action Employer of Females/Minorities/Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women.
Posted 6 days ago
Finance Manager
Cocoa HyundaiCocoa, Florida
At Cocoa Hyundai we strive to make every customer a customer for life. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Every employee at Cocoa Hyundai is absolutely critical to its success. Our promise is to keep delivering the same award winning service and value that our community has come to expect from our dealership through the years. WHAT WE OFFER Medical and Dental Matching 401K Plan Competitive wages Paid time off and vacation Growth opportunities RESPONSIBILITIES Responsible for helping our customers arrange the financing of their purchases and presenting them with additional products that enhance their vehicle and ownership experience. Proficient at structuring deals for maximum profitability and collectability Fully proficient with title laws and registration process Maintains proficiency and certifications as required for the position. Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals. Ensures all deals are fully compliant with local, state and federal guidelines. Prepares paperwork, contracts and delivers deals. Accurately audits team deals post-sale. Ensures the expeditious funding of all contracts. QUALIFICATIONS Knowledge of dealership finance and insurance procedures Professional personal appearance & excellent communication skills. Excellent verbal/written communication, strong negotiation and presentation skills Professional Appearance Must be willing to submit to a background check & drug screen
Posted 3 weeks ago
Associate Director, Corporate Finance - Nuveen Green Capital
Nuveen ServicesNew York, New York
Associate Director, Corporate Finance, Nuveen Green Capital The Associate Director, Corporate Finance, will perform financial analysis, valuation, and complex modeling in furtherance of Nuveen Green Capital’s financial operations and transactions. The role will support Nuveen Green Capital’s suite of private funds through analysis, modeling, and reporting. This transformational role lies at the intersection of commercial real estate, corporate finance, and ESG investing. Key Responsibilities and Duties Valuation: perform and coordinate valuations of assets and asset-backed issuance; manage relationships with internal stakeholders and external vendors for the performance of valuations; maintain valuation schedules, records, and SOPs. Financial Modeling: maintain and create key financial models of individual assets, asset transactions (purchases/sales); asset backed securities, private funds and current expected credit loss. Coordinate across the firm to implement model results. Private Funds: manage transactional and reporting workflows, including acquisitions, quarterly reports, monthly KPIs, models, and reconciliations. Participate in investor facing diligence requests as needed. Originations: manage finance-related origination / closing processes and analyses; perform analysis of pipeline and historical data to inform ABS and fund vehicle models. Assist in maintaining and establishing financials controls. Manage various financial transactions and projects. Educational Requirements University (Degree) Preferred Work Experience 3+ Years Required; 5+ Years Preferred Career Level 7IC Required Experience Minimum of 3+ years’ experience modeling cash flows and/or participating in the structuring of ABS, CMBS, CLO, CRE-CLO REITs, and/or private funds using Microsoft Excel Preferred Experience 5+ years’ experience modeling cash flows and/or participating in the structuring of ABS, CMBS, CLO, CRE-CLO REITs, and/or private funds using Microsoft Excel Capital markets or commercial real estate finance experience Fluid understanding of finance concepts (ex NPV, IRR, etc). Familiarity with accounting concepts, including asset sale and acquisition and their impact on P&L High degree of organization / process management skill and high level of attention to detail Related Skills Accountability, Adaptability, Clean Energy Acumen, Collaboration, Commercial Mindset, Consultative Communication, Continuous Improvement Mindset, Executive Presence, Prioritizes Effectively, Stakeholder Engagement Anticipated Posting End Date: 2025-06-30 Base Pay Range: $120,000/yr - $165,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at www.Nuveen.com Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary . Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status . Read more about your rights and view government notices here . Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here . For Applicants of TIAA Global Capabilities, click here . For Applicants of Nuveen residing in Europe and APAC, please click here .
Posted 4 days ago
AVP, Finance Transformation
Endurance ServicesNew York City, New York
As a leading provider of insurance and reinsurance with worldwide operations and employees in Bermuda, U.S., U.K., Continental Europe and Asia, we recognize that our success is derived directly from those who matter the most: our people . At Sompo International, our values of integrity, collaboration, agility, execution and excellence underpin our culture and our commitment to providing an employee experience that attracts and engages the best talent in the industry. As we continue to grow, we strive to find diverse, innovative and driven professionals to join our teams and offer a broad range of career and development opportunities at all levels, in multiple business areas, in each of our locations throughout the world. Our compensation and benefits programs are market driven and competitive, with excellent family friendly policies and flexible working provisions. Job Description Are you looking for your next opportunity? Sompo has a unique opportunity for an AVP, Finance Transformation in our Finance Change team. This role is responsible for identifying, assessing, and leading various process and technology improvement initiatives with a focus on continuous improvement. They will be required to work with other Finance resources and a cross functional team from the of the broader business and IT during the execution of finance transformation projects. The ideal candidate will be a critical thinker who is able to independently translate general business requirements into achievable projects and ensure these changes align to the strategic vision of the Finance function. . Location: This position will be based out of our New York City, Morristown, NJ or Purchase, NY office. We strive for collaboration which is why we offer a work environment where our employees thrive and develop long lasting careers. Our business, your impact, our opportunity: What you’ll be doing: Responsible for supporting the development of the finance transformation strategy within Finance Change and leading cross-functional projects. Serving as a key member of project team and work with cross-functional business partners to analyze, design, and implement end to end Finance processes solutions that drive standardization, efficiency, and effectiveness / quality of processes to meet business requirements, compliance with statutory government regulations, and accounting. Leading process walkthroughs for the appropriate functional area to ensure business understanding, and drive adoption of the solution. Ensuring global processes are standardized and consistent to leading practice. Providing advice when deviations from the standard global process are required. Identifying and tracking risks, define mitigation and contingency plans, identify resources to mitigate and communicate. Providing input into development of technical solutions to support and automate processes. Supporting the implementation of the E2E process through, analysis of change impact, building business readiness, tracking readiness though implementation and working with the appropriate delivery organization to ensure implementations are anchored. Providing specific input to the development and review of testing and training materials and delivery Partnering with change management to ensure process and change messages are consistent and clear. What you’ll bring: Experienced transformation analyst with at least 10+ years’ experience. Significant knowledge of accounting and finance best practices and experience participating in, or leading, transformation projects to help companies optimize all elements of their accounting and finance organization. Strong background in core financial processes RTR, OTC, PTP, FPA required. Experience with SAP preferred. Background in the P&C insurance and or reinsurance industry preferred. Strong management skills with experience leading technical and non-technical resources in a matrix management environment. Has operated across multiple geographies and cultures. Ability to confidently engage with senior level managers/executives and build strong relationships with key stakeholders. Strong communication and facilitation skills with an ability to effectively manage cross-functional team discussions. Organized, highly motivated and driven self-starter with ability to work independently and collaborate effectively as part of a high performing team. Salary Range: $140,000 – $185,000 Actual compensation for this role will depend on several factors including the cost of living associated with your work location, your qualifications, skills, competencies, and relevant experience. At Sompo, we recognize that the talent, skills, and commitment of our employees drive our success. This is why we offer competitive, high-quality compensation and benefit programs to eligible employees. Our compensation program is built on a foundation that promotes a pay-for-performance culture, resulting in higher incentive awards, on average, when the Company does well and lower incentive awards when the Company underperforms. The total compensation opportunity for all regular, full-time employees is a combination of base salary and incentives that gets adjusted upfront based on overall Company performance with final awards based on individual performance. We continuously evaluate and update our benefit programs to ensure that our plans remain competitive and meet the needs of our employees and their dependents. Below is a summary of our current comprehensive U.S. benefit programs: Two medical plans to choose from, including a Traditional PPO & a Consumer Driven Health Plan with a Health Savings account providing a competitive employer contribution Pharmacy benefits with mail order options Dental benefits including orthodontia benefits for adults and children Vision benefits Health Care & Dependent Care Flexible Spending Accounts Company-paid Life & AD&D benefits, including the option to purchase Supplemental life coverage for employee, spouse & children Company-paid Disability benefits with very competitive salary continuation payments 401(k) Retirement Savings Plan with competitive employer contributions Competitive paid-time-off programs, including company-paid holidays Competitive Parental Leave Benefits & Adoption Assistance program Employee Assistance Program Tax-Free Commuter Benefit Tuition Reimbursement & Professional Qualification benefits In today’s world, what do we stand for? Ethics and integrity are the foundation of delivering on our commitment to you. We believe that core values drive success, and that when relationships are held in the highest regard, there is nothing that cannot be accomplished. At Sompo, our ring is more than a logo, it is a symbol of our promise. Click here to learn more about life at Sompo. Sompo is an equal opportunity employer and we intentionally value inclusion and diversity. Above all, we want you to work in an environment that respects everyone’s unique contributions – we are passionately committed to equal opportunities. We do not discriminate based on race, color, religion, sex orientation, national origin, or age.
Posted 1 week ago
Automotive Finance Manager
SanfordHigh Point, North Carolina
Mills Auto Group is looking for F&I managers to join our group. Our automotive group is looking for high performing finance managers. We are a 12 year old privately held auto group that is growing and promoting from within, these are coveted spots. If you are NOT a $1500 a copy producer please do not apply. Lucrative highly performance driven pay plan with F&I friendly sales processes and desks are the perfect recipe for the perfect candidates success. We offer a professional working environment with continuous training for our team members of our successful, privately held, dealership group. Finance & Insurance Manager is responsible for coordinating the sale of finance & insurance programs to customers. This position works with the sales team and financial institutions to provide financial services to dealership customers. Duties & Responsibilities include: Selling financing & insurance products and services to our customers Attaining goals for gross production of financial services/products Review customer credit applications for completeness Utilize menu selling process 100% Ensure all necessary documentation is complete for each deal Maintain Customer Satisfaction scores at or above company standards Communicate with sales team to ensure every customer is handled efficiently and professionally Ensure compliance with all laws & regulatory obligations Ensure completion & submission of all financial documents where applicable Maintain effective communication with team members Promote and help maintain outstanding CSI Requirements Must have at least 1 years of automotive dealership F&I experience including secondary financing. Proven track record Strong record of positive customer satisfaction results Team oriented Excellent track record with financial institutions Valid driver's license with good driving record Submit to and successfully complete MVR & background check & pre-employment drug test. Benefits include: Group medical plan Group short term disability & life insurance Various voluntary benefit plans Closed on Sundays Continuous training Opportunities for career advancement within our automotive group of multiple dealership locations. We are an Equal Opportunity Employer and a Drug Free Workplace About the Dealership Mills Auto Group understands rapid growth in the automotive space. Family-owned and operated for the past 20 years, we are proud to have grown from 1 store to over 30. Most of our team of dedicated and motivated leaders have been with us since the beginning, most starting in entry-level roles themselves. We understand the importance of employee growth and promote from within often. In addition to career development, at Mills Auto Group, you are recognized for your accomplishments. We have quarterly and yearly employee appreciation events. We participate in Degrees at Work and fund our employees’ college education! We encourage you to get involved with our community outside of the office as well – whether you choose to participate in the Boys and Girls Club, Wounded Warriors, or Support Future Leaders, there is always an opportunity for our employees to help our community.
Posted 3 days ago
Project Leader - Cost Finance (COGS)
Home DepotAtlanta, Georgia
With a career at The Home Depot, you can be yourself and also be part of something bigger. Position Purpose: The Cost Finance team works with merchandising partners to ensure The Home Depot is paying the lowest cost for the best product possible to advocate for value for our customers. This position leverages economic and commodity data and financial analyses to analyze supplier cost increase requests, identify proactive opportunities for cost reductions, and supports Merchants with cost and profitability analytics in Product Line Reviews. This role will also help implement and drive company tariff mitigation strategy by working with merchandising and supply chain partners. Key Responsibilities: 40% PROJECT CONTROL - Develops an effective plan for controlling project scope, schedule and cost, and monitors project execution to ensure that the plan is being followed. Creates and effectively coordinates documentation to explain changes or potential changes to the baseline and ensures the approved changes are implemented. 30% PROJECT COMMUNICATIONS - Develops an effective plan for communicating project information to the project team and to the project stakeholders. Develops written status reports and scorecards and creates/presents project review documents to senior leadership. 10% PROJECT RISK ASSESSMENT - Leads the definition of project risks and the required mitigation approaches. Monitors project activities for the occurrence of risks and takes timely action to escalate or mitigate the risk. Advises project team members and stakeholders of actions required or completed. 10% PROJECT LESSONS LEARNED - At the completion of a project or project phase, captures key lessons learned and communicates to peer Project Leaders. Effectively applies lessons learned in subsequent projects. 10% PROJECT ENVIRONMENT - Shares responsibility with the project leadership for providing a good working environment. Ensures teams are staffed, duties and responsibilities are understood by everyone and that an inclusive environment is maintained. Direct Manager/Direct Reports: Reports to Sr Finance Manager. This role has no direct reports. Travel Requirements: Typically requires overnight travel less than 10% of the time. Physical Requirements: Most of the time is spent sitting in a comfortable position and there is frequent opportunity to move about. On rare occasions there may be a need to move or lift light articles. Working Conditions: Located in a comfortable indoor area. Any unpleasant conditions would be infrequent and not objectionable. Minimum Qualifications: Must be eighteen years of age or older. Must be legally permitted to work in the United States. Preferred Qualifications: Strong working knowledge of Excel, Access, and Powerpoint MBA Prior experience in corporate finance and/or retail Minimum Education: The knowledge, skills and abilities typically acquired through the completion of a bachelor's degree program or equivalent degree in a field of study related to the job. Preferred Education: No additional education Minimum Years of Work Experience: 3 Preferred Years of Work Experience: No additional years of experience Minimum Leadership Experience: None Preferred Leadership Experience: None Certifications: None Competencies: Ability to perform detailed analyses as well as create executive summaries of the analyses. Ability to present and defend own work and work of others to senior leadership. Ability to work independently. Ability to influence the decisions of individuals that you do not supervise.
Posted 3 weeks ago
Corporate Finance Supervisor
ACSC Auto Club Of Southern CalifCosta Mesa, California
Corporate Finance Supervisor This Supervisor role will have direct responsibility for Finance Incentive Compensation analysis and reporting. In addition, they will have work on the traditional budget, forecasting and financial analysis support, and financial reporting to support the Finance business unit. As Supervisor of Incentive Compensation, this role is critical to our corporate strategy of paying for performance and using incentive compensation plans to strategically drive behavior that is aligned with ACE goals and values. The position requires a working knowledge of scenario modeling, pro forma analysis, and a willingness to dive into behavioral science when designing incentive plan structures. What You’ll Do: Collaborate with ACE business unit leaders to design and modify incentive plans. Will be responsible for accuracy and validity of data and data sources, calculations, and assumptions. Compensation modelling is mainly performed using MS Excel. Prepare incentive and production reporting on a monthly and quarterly cadence. All reporting merges KPI and associated compensation details. Reporting is done using Tableau, SQL Server, and Access. Complete ad hoc requests, such as “what-if” scenarios, Variance Analysis, and other projects as needed. Supervise the organization’s planning process by developing (a) integrated business plans for each line of business, (b) goals and objectives, and (c) reports on the status of the goals to senior management and Board of Directors. Track benefits of goals after implementation and recommend corrective actions. Prepare and review various management reports, including updating current reports, creating new reports that are relevant to changing business needs and documenting how reports are prepared. Prepare and supervise preparation of the organization's annual budget and monthly forecast. Monitor organization expenses, and make recommendations on resource allocation and resource realignment. Supervise and train Financial Analysts in preparing analyses, budgets, forecasts and management reports Provide financial consulting services for new business opportunities, including cost containment and/or revenue opportunities. Prepare complex cost/benefit analyses, and develop significant and/or complex financial models for various operating units. Set goals, track progress and prepare periodic performance reviews for financial analysts. What You’ll Need: Bachelor’s degree in Finance, Economics, Accounting, or related field is preferred. To thrive in this role, you will need 5-7 years Corporate Finance Strong strategic thinking and ability to partner with cross-functional teams. Excellent data visualization and presentation skills, with the ability to translate complex data into clear business insights. At least 5 years of experience in client management or consulting, sales compensation strategy, sales compensation consulting, or a related field Professional verbal and written communication skills required Proficiency in Microsoft Office software products, including Outlook, Word, Excel and Access required. Experience using incentive compensation management software, SQL proficiency, and reporting tools (Tableau, Business Objects) is strongly preferred. Familiarity with Incentive plan administration is strongly preferred. Experience engaging senior leadership on compensation plan design and goal setting recommendations preferred Certified Public Accountant (CPA) - American Institute of Certified Public Accountants Preferred #LI-DF1 The starting pay range for this position is: $117,600.00 - $156,400.00 Additionally, for full time positions, you will be eligible to participate in our incentive program based upon the achievement of organization, team and personal performance. . Remarkable benefits: • Health coverage for medical, dental, vision • 401(K) saving plan with company match AND Pension • Tuition assistance • PTO for community volunteer programs • Wellness program • Employee discounts Auto Club Enterprises is the largest federation of AAA clubs in the nation. We have 14,000 employees in 21 states helping 17 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity – we win. All of Us! With our national brand recognition, long-standing reputation since 1902, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team. “Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.” AAA is an Equal Opportunity Employer The Automobile Club of Southern California will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance (FCIHO), the Unincorporated Los Angeles County (ULAC) regulation, and the California Fair Chance Act (CFCA).
Posted 1 week ago
Manager, Finance
Sony PicturesCulver City, CA
The Culver City Corporate and Central Functions Finance department for Sony Pictures Entertainment keeps the divisional leaders apprised of all finance related matters for their group(s), primarily ensuring that a strong financial discipline and analysis is in place to support the division in achieving its goals and objectives. The team has responsibility for delivering management reporting for the division including budgets, forecasts, variance analysis, etc. as well as ad hoc reporting and strategic analysis to support decision making. RESPONSIBILITIES: Accountable for the full P&L development of global annual budgets, quarterly forecasts, and monthly results analysis at the departmental and divisional level. Includes operating and capital expenses Analyze variances and prepare narratives around the key drivers of difference Prepare report packages and presentation decks for department leads, executives, and corporate submissions Build financial models and templates that enable deeper financial analyses to influence executive decision making Drive the assessment and optimization of key processes around financial planning, management reporting, capital projects governance, and results analysis Provide analytical support to business and finance leads to enable timely decision making (e.g. cost/benefit analysis, what-if scenarios) QUALIFICATIONS: Bachelors degree in Finance 4+ years relevant work experience in real estate, entertainment, or technology companies, with at least 2 years in a managerial role Experience in preparing and analyzing P&L statements Experience in tracking and reporting capital spend/projects Experience in building financial models and templates Advanced user of Excel and Powerpoint Experience with enterprise planning systems (e.g. SAP, Hyperion, etc.) and business intelligence tools (e.g. SAP BW, Power BI, Tableau, Essbase, etc.) Self-starter with strong (proactive) communication and prioritization skills Ability to communicate financial concepts across all levels of the organization Skilled at data visualization, creating impactful presentation & deliverables Attention to detail and accuracy PREFERRED QUALIFICATIONS: Experience or familiarity with real estate finance highly preferred Prior consolidation experience Good understanding of Balance Sheet and Cash Flow statements Good understanding of US GAAP and/or IFRS Experience or familiarity with project management concepts and tools Experience leading process optimization initiatives The anticipated base salary for this position is $107,000-$134,000. This role may also qualify for annual incentive and/or comprehensive benefits. The actual base salary offered will depend on a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location of the position. Sony Pictures Entertainment is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, national origin, disability, veteran status, age, sexual orientation, gender identity, or other protected characteristics. SPE will consider qualified applicants with arrest or conviction records in accordance with applicable law. To request an accommodation for purposes of participating in the hiring process, you may contact us at SPE_Accommodation_Assistance@spe.sony.com.
Posted 2 weeks ago
Premium Finance Specialist
Marsh & McLennan Companies, Inc.Los Angeles, CA
Premium Finance Specialist We will count on you to: Design and negotiate insurance premium finance alternatives for clients and prospects that present significant underwriting risk to the finance company. Identify clients and prospects who are candidates for financing by meeting with sales and risk practice leaders, Segment and Zone leadership to review renewal and prospect lists, target market areas, and sales goals. Generate new premium finance loans while driving the client retention process. Obtain and negotiate loan terms from the premium finance markets and interfaces with clients and Marsh colleagues to obtain information regarding client and prospect insurance programs and financial situations. Provide direction to clients and Marsh colleagues regarding premium finance questions and issues. Maintain strong working relationships with Marsh colleagues and finance company representatives Deliver presentations that demonstrate the value of the program to Marsh and its clients. Contribute to the management of the Premium Finance loan portfolio Maintain records and reports as required. What you need to have: BS Degree in Finance/Insurance preferred 5+ years of relevant Premium Finance experience Experience identifying, designing, recommending and implementing efficient, innovative business solutions to clients' complex challenges Superior analytical and mathematical skills, strategic planning, communication, and listening skills What makes you stand out: Strong Insurance industry policies knowledge Excellent organizational and project management skills with the ability to prioritize and handle multiple and complex tasks in a demanding work environment A detailed understanding of changing insurance, risk management, and macroeconomic market conditions and informs client executives, client advisors, and/or clients of major developments affecting pricing and lending environment. Why join our team: We help you be your best through professional development opportunities, interesting work, and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person. The applicable base salary range for this role is $116,400 to $248,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Posted 5 days ago
Dynamics 365 Finance And Operations Administrator
Blue OriginSeattle, WA
Application close date: Applications will be accepted on an ongoing basis until the requisition is closed. At Blue Origin, we envision millions of people living and working in space for the benefit of Earth. We're working to develop reusable, safe, and low-cost space vehicles and systems within a culture of safety, collaboration, and inclusion. Join our team of problem solvers as we add new chapters to the history of spaceflight! This role is part of Enterprise Technology (ET), where we're developing the digital infrastructure needed to build the road to space, with an emphasis on digital capabilities required to advance Blue Origin's mission. Enterprise Technology is the center of excellence for digital technology at Blue Origin, providing oversight and governance to align technology and business strategies. As part of a hardworking team of specialists, technicians, and engineers, you will ensure users can access and use our core ERP and related software systems effectively. You will be tasked with gathering the requirements, and developing system extensions, and implementing configurations for business processes in the Dynamics 365 F&O platform. You will also assesses and resolves user access problems related to security controls to minimize business impact and risk exposure. Perform capacity planning and monitors/tunes systems. Serve as a point of escalation for major incidents that are unresolved at the helpdesk level. Develop and monitor policies and standards for allocation related to the use of computing resources. You may draft general IT communications to end-users including notifications of outages/downtimes and serve as the primary liaison for mergers, acquisitions, and divesture activities as it relates to user access, network, security, and support. We are looking for someone to apply their technical expertise, leadership skills, and commitment to quality to positively impact safe human spaceflight. Passion for our mission and vision is required! Responsibilities include but are not limited to: Configure and customize Dynamics 365 Finance and Operations to meet business needs and requirements. Perform system administration tasks including user management, security roles, and permissions. Implement and manage workflow processes within Dynamics 365. Collaborate with stakeholders to gather requirements and translate them into technical solutions. Monitor system performance and troubleshoot any issues to ensure seamless operations. Conduct regular system audits and prepare documentation for any changes made. Provide training and support to end-users to maximize their use of the platform. Release updates in Dynamics 365 as recommended by Microsoft. Minimum Qualifications Proven experience in Dynamics 365 Finance and Operations, with a focus on both configuration and system administration. Strong understanding of finance and operational processes Excellent problem-solving skills and attention to detail. Ability to work collaboratively with cross-functional teams. Strong communication skills, both written and verbal. Ability to earn trust, maintain positive and professional relationships, and contribute to a culture of inclusion Must be a U.S. citizen or national, U.S. permanent resident (current Green Card holder), or lawfully admitted into the U.S. as a refugee or granted asylum. Preferred Qualifications Microsoft Certified: Dynamics 365 Finance and Operations Apps Developer or similar certification. Compensation Range for: WA applicants is $130,518.00-$182,724.15 Other site ranges may differ Culture Statement Don't meet all desired requirements? Studies have shown that some people are less likely to apply to jobs unless they meet every single desired qualification. At Blue Origin, we are dedicated to building an authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every desired qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles. Export Control Regulations Applicants for employment at Blue Origin must be a U.S. citizen or national, U.S. permanent resident (i.e. current Green Card holder), or lawfully admitted into the U.S. as a refugee or granted asylum. Background Check Required for all positions: Blue's Standard Background Check Required for Certain Job Profiles: Defense Biometric Identification System (DBIDS) background check if at any time the role requires one to be on a military installation Required for Certain Job Profiles: Drivers who operate Commercial Motor Vehicles with a Gross Vehicle Weight (GVW), Gross Vehicle Weight Rating (GVWR) or combination of power unit and trailer that meets or exceeds 10,001 lbs. and/or transports placardable amounts of hazardous materials by ground in any vehicle on a public road while in commerce, may be subject to additional Federal Motor Carrier Safety Regulations including: Driver Qualification Files, Medical Certification, Road Test, Hours of Service, Drug and Alcohol Testing (CDL drivers only), vehicle inspection requirements, CDL requirements (if applicable) and hazardous materials transportation/shipping training. Benefits Benefits include: Medical, dental, vision, basic and supplemental life insurance, paid parental leave, short and long-term disability, 401(k) with a company match of up to 5%, and an Education Support Program. Paid Time Off: Up to four (4) weeks per year based on weekly scheduled hours, and up to 14 company-paid holidays. Discretionary bonus: Bonuses are designed to reward individual contributions as well as allow employees to share in company results. Eligibility for benefits varies by role type, please check with your recruiter for a comprehensive list of the benefits available for this role. Equal Employment Opportunity Blue Origin is proud to be an Equal Opportunity/Affirmative Action Employer and is committed to attracting, retaining, and developing a highly qualified, diverse, and dedicated work force. Blue Origin hires and promotes people on the basis of their qualifications, performance, and abilities. We support the establishment and maintenance of a workplace that fosters trust, equality, and teamwork, in which all employees recognize and appreciate the diversity of individual team members. We provide all qualified applicants for employment and employees with equal opportunities for hire, promotion, and other terms and conditions of employment, regardless of their race, color, religion, gender, sexual orientation, gender identity, national origin/ethnicity, age, physical or mental disability, genetic factors, military/veteran status, or any other status or characteristic protected by federal, state, and/or local law. Blue Origin will consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state, and local laws, including the Washington Fair Chance Act, the California Fair Chance Act, the Los Angeles Fair Chance in Hiring Ordinance, and other applicable laws. For more information on "EEO Is the Law," please see here. Affirmative Action and Disability Accommodation Applicants wishing to receive information on Blue Origin's Affirmative Action Plans, or applicants requiring a reasonable accommodation in order to participate in the application and/or interview process, please contact us at EEOCompliance@blueorigin.com. California Applicant Privacy Notice If you are a California resident, please reference the CA Applicant Privacy Notice here.
Posted 2 weeks ago
Senior Manager, Finance & Accounting Advisory Services
Armanino McKenna Certified Public Accountants & ConsultantsAustin, TX
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Our CFO Advisory Services team helps our clients scale for growth and manage significant business transactions. We combine our depth of technical and business consulting expertise to help meet our client's strategic goals. We're looking for a hardworking, self-starter to join the Armanino's CFO Advisory team. This is the perfect position for someone who enjoys being a trusted advisor to clients, is a resourceful self-starter and wants to join a fast-paced and challenging environment. Job Responsibilities Financial Planning and Analysis, including forecasting, budgeting, and preparation of pro-forma financial information Provide technical expertise for US GAAP and SEC requirements including accounting research, documentation, and presentation to clients Prepare accurate external financial reports to client, auditors, or the SEC, including the preparation, review, submission, and distribution of periodic financial reports, such as 10-K, 10-Q, 8K's and proxy statements Assist in the in the design and implementation of new accounting policies and procedures Assess and improve financial accounting close process, including accelerating and streamlining monthly and quarterly reporting processes Liaison on behalf of the client with external auditors and internal decision makers to assist with Audit preparation Assist with Cash to Accrual Accounting after a transaction, Opening Balance Sheet preparation and Purchase Accounting Lead and manage projects while coordinating directly with clients Foster proactive working relationships with clients and cross-functional departments Supervise and mentor staff or make timely and effective performance feedback and training Requirements BS degree in Accounting, Finance, Business-related field or relevant work experience is required. Minimum 7 years' experience in a public accounting firm and operational accounting role Strong Excel and PowerPoint skills A strong and up-to date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc. and experience within the technical accounting or SEC reporting team of a company is a plus Exceptional writing, communication, interpersonal, presentation, organizational, management, analytical, decision-making and research skills. Preferred Qualifications CPA "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino 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, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino 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. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $175,000 - $225,000. For Illinois residents, the compensation range for this position: $175,000 - $225,000. For Washington residents, the compensation range for this position: $175,000 - $225,000. For New York residents, the compensation range for this position: $175,000 - $225,000. For Southern California residents, the compensation range for this position: $175,000 - $225,000. For Northern California residents, the compensation range for this position: $175,000 - $225,000. Compensation may vary based on skills, role, and location. Armanino has a robust offering of benefits, including: Medical, dental, vision Generous PTO plan and paid sick time Flexible work arrangements 401K with Profit Sharing Wellness program Generous parental leave 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/ We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
Posted 2 weeks ago
Finance And Actuarial Data Manager
PwCBoston, MA
Industry/Sector Not Applicable Specialism Product Innovation Management Level Manager Job Description & Summary At PwC, our people in software and product innovation focus on developing cutting-edge software solutions and driving product innovation to meet the evolving needs of clients. These individuals combine technical experience with creative thinking to deliver innovative software products and solutions. Those in software engineering at PwC will focus on developing innovative software solutions to drive digital transformation and enhance business performance. In this field, you will use your knowledge to design, code, and test cutting-edge applications that revolutionise industries and deliver exceptional user experiences. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. As part of the Software and Product Innovation team you will design the insurance data model to support finance and actuarial use cases. As a Manager, you will lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff while achieving project success and maintaining standards. Responsibilities Maintain quality deliverables through strategic planning Identify and implement innovative solutions for project challenges Work with stakeholders to align project objectives Encourage a culture of integrity and excellence within the team What You Must Have Bachelor's Degree 6 years of experience in Life Insurance industry What Sets You Apart Managerial experience leading teams of 5 or more Designing insurance data models for finance and actuarial Preparing source to target mapping for data synchronization Gathering data requirements for actuarial modeling Designing semantic and reporting layers Presenting and approving designs to clients Knowledge of SQL and financial sector Committed to results and maintaining attention to detail Being proficient in written and spoken English Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $100,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
Posted 1 week ago
Premium Finance Specialist
Marsh & McLennan Companies, Inc.Denver, CO
Premium Finance Specialist We will count on you to: Design and negotiate insurance premium finance alternatives for clients and prospects that present significant underwriting risk to the finance company. Identify clients and prospects who are candidates for financing by meeting with sales and risk practice leaders, Segment and Zone leadership to review renewal and prospect lists, target market areas, and sales goals. Generate new premium finance loans while driving the client retention process. Obtain and negotiate loan terms from the premium finance markets and interfaces with clients and Marsh colleagues to obtain information regarding client and prospect insurance programs and financial situations. Provide direction to clients and Marsh colleagues regarding premium finance questions and issues. Maintain strong working relationships with Marsh colleagues and finance company representatives Deliver presentations that demonstrate the value of the program to Marsh and its clients. Contribute to the management of the Premium Finance loan portfolio Maintain records and reports as required. What you need to have: BS Degree in Finance/Insurance preferred 5+ years of relevant Premium Finance experience Experience identifying, designing, recommending and implementing efficient, innovative business solutions to clients' complex challenges Superior analytical and mathematical skills, strategic planning, communication, and listening skills What makes you stand out: Strong Insurance industry policies knowledge Excellent organizational and project management skills with the ability to prioritize and handle multiple and complex tasks in a demanding work environment A detailed understanding of changing insurance, risk management, and macroeconomic market conditions and informs client executives, client advisors, and/or clients of major developments affecting pricing and lending environment. Why join our team: We help you be your best through professional development opportunities, interesting work, and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person. The applicable base salary range for this role is $116,400 to $248,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Posted 5 days ago
Oracle Cloud Finance Consultant - Senior Manager
PwCSpartanburg, SC
Industry/Sector CM X-Sector Specialism Oracle Management Level Senior Manager Job Description & Summary A career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity to help organizations use enterprise technology to achieve their digital technology goals and capitalise on business opportunities. We help our clients implement and effectively use Oracle offerings to solve their business problems and fuel success in the areas of finance, operations, human capital, customer, and governance, risk and compliance. As part of our finance team, you'll focus on providing the support companies need in their Finance Transformation journey enabled by Oracle Cloud ERP and EPM. You will be part of a team that helps clients rethink their Finance functions as they leverage new Cloud technology including RPA, Machine Learning and Analytics in conjunction with their ERP platform. You will bring a blend of process and technology expertise to create the next generation Finance function. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates proven intimate knowledge of Oracle Cloud application based solutions, including the following: Successfully completing at least 1-3 full life-cycle implementations, assisting clients in the implementation and/or support of Oracle packaged solutions leading significant tracks on larger projects, leading medium sized consulting engagements, and/or leading production support efforts; Intimate functional and technical knowledge and understanding of the Oracle Cloud product suite; and, Intimate business process knowledge associated with the different Oracle Cloud Financials modules e.g., payment process, matching process, month-end close, etc. Demonstrates proven intimate abilities with managing Oracle Cloud product suite leading on-shore and off-shore resources, especially with the following: Designing, implementing and supporting complex business processes in an Oracle environment; Understanding the importance of a structured, controlled production systems environment; and, Developing strategy; as well as writing, communicating, facilitating, and presenting cogently to and/or for all levels of industry audiences, clients and internal staff and management. Demonstrates intimate abilities and/or a proven record of success as a team leader by: Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Providing candid, meaningful feedback in a timely manner. Keeping leadership informed of progress and issues. Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $130,000 - $256,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
Posted 1 week ago
Oracle Cloud Finance Consultant - Senior Manager
PwCToledo, OH
Industry/Sector CM X-Sector Specialism Oracle Management Level Senior Manager Job Description & Summary A career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity to help organizations use enterprise technology to achieve their digital technology goals and capitalise on business opportunities. We help our clients implement and effectively use Oracle offerings to solve their business problems and fuel success in the areas of finance, operations, human capital, customer, and governance, risk and compliance. As part of our finance team, you'll focus on providing the support companies need in their Finance Transformation journey enabled by Oracle Cloud ERP and EPM. You will be part of a team that helps clients rethink their Finance functions as they leverage new Cloud technology including RPA, Machine Learning and Analytics in conjunction with their ERP platform. You will bring a blend of process and technology expertise to create the next generation Finance function. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates proven intimate knowledge of Oracle Cloud application based solutions, including the following: Successfully completing at least 1-3 full life-cycle implementations, assisting clients in the implementation and/or support of Oracle packaged solutions leading significant tracks on larger projects, leading medium sized consulting engagements, and/or leading production support efforts; Intimate functional and technical knowledge and understanding of the Oracle Cloud product suite; and, Intimate business process knowledge associated with the different Oracle Cloud Financials modules e.g., payment process, matching process, month-end close, etc. Demonstrates proven intimate abilities with managing Oracle Cloud product suite leading on-shore and off-shore resources, especially with the following: Designing, implementing and supporting complex business processes in an Oracle environment; Understanding the importance of a structured, controlled production systems environment; and, Developing strategy; as well as writing, communicating, facilitating, and presenting cogently to and/or for all levels of industry audiences, clients and internal staff and management. Demonstrates intimate abilities and/or a proven record of success as a team leader by: Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Providing candid, meaningful feedback in a timely manner. Keeping leadership informed of progress and issues. Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $130,000 - $256,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
Posted 1 week ago
SVP, Business Finance Loan Officer
Banc of CaliforniaPhoenix, Arizona
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Job Description
BANC OF CALIFORNIA AND YOUR CAREER
Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.
At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN®
THE OPPORTUNITY
The SVP, Business Finance Loan Officer is responsible for independently monitoring the performance of assigned borrowers, identifying deviations from agreed-upon performance, and taking appropriate remedial steps. This role requires building strong working relationships with all clients to ensure open communication and a better understanding of their operating performance and needs. The position demands the ability to work independently with limited day-to-day supervision. The SVP, Business Finance Loan Officer is also responsible for providing financial, collateral, and trend analysis for the Bank’s asset-based lending (ABL) credit clients. Additionally, they must stay informed about industry-related, political, and regulatory issues to assess their impact on specific industries or clients. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.
HOW YOU’LL MAKE A DIFFERENCE
- Credit Evaluation and Analysis:
- Evaluate ABL credit requests and prepare collateral and financial analysis.
- Perform quantitative and qualitative analysis of portfolio companies' financials.
- Independently underwrite changes to existing credits and determine loan structures.
- Identify risk and manage through troubled situations.
- Credit Approval and Documentation:
- Prepare Credit Approval Memorandum (CAM) and ensure consistency with loan documents.
- Recommend credit actions and submit CAM for final decision.
- Analyze third-party reports and assign risk ratings.
- Portfolio Management:
- Manage a designated group of Business Finance portfolio companies.
- Provide monthly collateral and financial performance summaries.
- Develop loan management strategies to minimize credit risk.
- Manage troubled credits to minimize losses and mitigate risk.
- Client Interaction and Support:
- Respond to client requests for additional funding or loan modifications.
- Oversee client accounts and ensure proper processing of funding and cash receipts.
- Communicate with clients to resolve loan issues.
- Compliance and Integrity:
- Maintain financial integrity by auditing documents and following internal controls.
- Prepare risk ratings and reports to keep management informed.
- Treat people with respect, work ethically, and uphold organizational values.
- Team Collaboration and Leadership:
- Lead and review work of credit and collateral analysts.
- Provide feedback and guidance to team members.
- Contribute to team efforts and special projects.
- Additional Responsibilities:
- Travel for client visits and meetings as needed.
- Perform other duties as assigned.
- Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
- Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
- Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
- Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
- Performs other duties and projects as assigned.
WHAT YOU’LL BRING
- 10+ years of asset-based lending/credit experience is required
- Five years of more in senior level asset-based lending relationship management is preferred
- Bachelor’s Degree and/or relevant work experience or training
- CPA or MBA a plus is preferred
- Proficient with Microsoft Word and Excel
- Entrepreneurial Work Ethic
- Strong Analytical Skills, including data analysis and problem-solving
HOW WE’LL SUPPORT YOU
- Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
- Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
- Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
- Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
- Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
SALARY RANGE
The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.