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Oaktree Capital Management logo
Oaktree Capital ManagementNew York, NY
Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 24 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture. The Oaktree ABF strategy: Oaktree Asset Backed Finance ("ABF") is a recently formed strategy which invests in pools of contractual assets, or "assets", such as loans, leases, receivables, mortgages and licensing agreements, which may or may not reference property or other hard assets. Asset categories include corporate, consumer, real estate, transportation, equipment, infrastructure, energy, intellectual property and other esoteric types. On behalf of ABF funds and clients, Oaktree Purchases, or commits to purchase, assets, with or without leverage Lends, or commits to lend, secured by assets, in a senior or mezzanine position Insures, or provides capital relief against, assets Provides essential capital to a business primarily engaged in the origination and servicing of assets While Oaktree has significant experience successfully investing client capital in ABF opportunities as a sub-allocation to existing funds, Oaktree ABF represents Oaktree's first client offering dedicated to ABF. Based on the expanding ABF opportunity set and client demand, Oaktree ABF has grown and is expected to grow significantly. Oaktree judges ABF Strategy's success and value by outcomes delivered to clients, consistent with or exceeding expectations, over the medium and long term. For additional information please visit our website at www.oaktreecapital.com. Responsibilities The ABF Senior Associate will specifically support senior ABF investment professionals in the New York and London offices and will contribute to all phases of the investment process, from sourcing, through decision points, to investment realization. Recognizing that Oaktree sources opportunities and leads through a variety of internal and external channels, the ABF Senior Associate will follow up on introductions and inquiries of potential relevance to the ABF strategy. Collect, evaluate, organize and summarize initial information which accompanies an ABF opportunity such as teasers, pitch decks, meetings or emails. Participate in calls, virtual meetings and in-person meetings with asset originators, borrowers, sellers and their respective advisors, taking careful notes. For those opportunities determined to be potentially attractive for Oaktree funds and clients, lead or participate in diligence, negotiation of terms and documentation, building models and preparing investment memoranda for consideration by the ABF investment committee. Gain familiarity with Oaktree's various pools of capital available for ABF investments, including the constraints imposed by fund investment guidelines, capital considerations, regulators and Oaktree's internal policies and procedures. Present information about investments, both actual and considered, to partners such as clients, prospects, financing providers and co-investors. Participate in monitoring, surveillance and valuation of existing investments. Train and supervise associates and analysts on the ABF team. Perform other tasks as required. Qualifications 5 + years relevant experience within asset finance or structuring at an investment bank or investing across securitized collateral types at an investment manager. Individuals with 3-4 years of experience may be considered but at an Associate level role. Strong quantitative background. Facility with Excel and PowerPoint, commensurate with years of experience. Strong experience reviewing financial agreements for relevant business points and finding answers to specific questions. Knowledge of fixed income fundamentals, asset backed finance and securitization, commensurate with years of experience. Experience in executing private asset-backed investments (without relying on an arranging bank to structure the investment) preferred but not required. Experience leading rating process of an asset-backed investment preferred but not required. Personal Attributes Clever, intellectually curious, resourceful, enjoys solving problems, quick study Driven, productive, responsible, detail oriented, organized Team oriented with high integrity Professional and a strong communicator in a variety of formats Effective teacher and student Education Bachelor's degree required. Base Salary $170,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources. For positions based in Los Angeles For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

Posted 4 weeks ago

Ameris Bancorp logo
Ameris BancorpCosta Mesa, CA

$30,000 - $150,000 / year

Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you'll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer's needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and allies as well as professional development opportunities to drive ongoing education. Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate. Responsible for developing new and further penetrating existing vendor and or end user customers, support the sales team in various ways by assisting with training and helping develop new salespeople. Essential Functions, Duties, and Responsibilities: Prospect and develop new and existing vendor and or end user customer relationships. A minimum of 100 calls per day for the first year. Drive originations and or gross margin to stated objectives. Collects and analyzes information regarding customer's income, assets, investments, or debts. Provides appropriate financing solutions which address customers' individual needs after assessment of customer's experience, assets, debt, and experience with financing products. Works with small and mid-size businesses to assist in securing funding by analyzing the advantages and disadvantages of different financial products. Assist with financing sales training on a regular basis through sales meetings, conference calls, tradeshows and scheduled one-on-one phone calls. Develop strong business relationships with both senior management and day-to-day contacts at established and newly developed vendor and end user customers. Work with existing vendors and or end user customers to enhance their financing program solutions. Attends various trade shows nationwide as required. Ensure all new programs are properly administered and communicated. Collaborate with Balboa Capital's management and support teams to drive success to defined objectives. Practice ethical sales behaviors in accordance with Ameris' core values of Integrity and Honesty; always acts in the best interest of the customer when offering additional products and services. Self-learning is required. Required Knowledge, Skills and Competencies: Equipment financing sales required. Transferable book of business from $3M or greater preferred. Knowledge of CRM software programs. Salesforce experience preferred. Industry and Work Experience: 3 years of sales experience in equipment leasing and financing industries. Academic: High school diploma or GED required. Bachelor's degree in finance or related field preferred. Benefits Available to Employees: Ameris Bank provides a comprehensive employee benefit package to all eligible employees. Medical, Dental and Vision Insurance Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment Life Insurance provided at no additional cost to employees Accidental Death & Dismemberment Coverage Long-Term Disability Coverage Paid Sick and Vacation Leave 11 Holidays Volunteer/Service Day Employee Stock Purchase Plan 401(k) Retirement Plan Ameris Bank matches 50% of your first 8% of contributions to the plan Flexible Spending Accounts Health Savings Account Health Reimbursement Arrangement Supplemental Life & Other Insurance Plans Identity Theft Protection Pet Insurance Legal Insurance Employee Assistance Program Employee Advocacy Program Tickets at Work (Entertainment discounts for Ameris Bank Employees) Verizon Discount (Associated discount up to 18%) Wellness Discounts for Medical Premiums and Other Rewards Employee Referral Incentive Education Assistance Employee Resource Groups Banking Advantages for Employees: In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services. Free Interest Checking Free Safe Deposit Box Free Money Orders, Travelers' Checks and Cashier Checks Discount on Mortgage Origination Fee Free Online Banking and Free Unlimited Online Bill Payment Employee Banking Perks Salary range: $30k-$150k per year. Average commission: $10k-$150k+ per year. The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

Posted 30+ days ago

A logo
Armanino McKenna Certified Public Accountants & ConsultantsDallas, TX

$180,000 - $215,000 / year

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 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. Job Responsibilities Lead teams to drive corporate recovery, restructuring, exit strategies, non-performing or distressed investments, and insolvency Responsible for hands on management of project teams, including directing other team members, and managing outside professionals involved in the engagement and client personnel Apply project management skills to ensure projects are scoped properly, appropriate priorities are established, implementation plans are developed and executed, and projects meet client expectations Analyze client business plans, debt capacity, competitive positioning and strategy, key-contracts and relationships, and regulatory considerations Develop turnaround strategies with contingencies to assist with client initiatives and identify/evaluate potential restructuring/financing alternatives Apply operational business experience along with accounting, finance, and analytical skills to various client situations and practice disciplines including, but not limited to, asset identification and monetization, creditor negotiation and settlement, financial modeling, financial statements and projections assessments, business plan evaluations, and project management Drive development of integrated financial modeling/projections, cash flow forecasts, business plans, financial models, and other support as needed Perform financial reviews and provide implementation services for liquidations, bankruptcy and receiverships Proactively lead in business development efforts by instigating and managing marketing activity Prepare reports, written analyses, presentations, quantitative exhibits, and other client deliverables regarding project scope and/or results of work performed Lead, mentor and professionally develop team members, actively participating in the career advisory and performance review process. Provide knowledgeable guidance and direction to associates in the development of intricate financial models and other analyses Requirements Bachelor's Degree in a business-related field of study Minimum of 10 years-experience in the restructuring industry plus client-side experience Proven track record of business development and revenue generation In-depth understanding of financial or independent business reviews, corporate recovery, restructuring, debt advisory, turnaround, workout, sell side advisory and distressed asset disposal; and/or insolvency, exit strategy, liquidation, receivership and bankruptcy services Flexibility to work from home while collaborating in person half the time. "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: $180,000 - $215,000. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $190,000 - $235,000. For Northern California residents, the compensation range for this position: $190,000 - $240,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. 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 30+ days ago

Benchling logo
BenchlingSan Francisco, CA

$156,230 - $211,370 / year

Biotechnology is rewriting life as we know it, from the medicines we take, to the crops we grow, the materials we wear, and the household goods that we rely on every day. But moving at the new speed of science requires better technology. Benchling's mission is to unlock the power of biotechnology. The world's most innovative biotech companies use Benchling's R&D Cloud to power the development of breakthrough products and accelerate time to milestone and market. Come help us bring modern software to modern science. ROLE OVERVIEW Benchling is looking for a leader to own our financial systems strategy and execution, balancing forward-looking strategy and hands-on-keyboard optimization.The ideal candidate will leverage their knowledge of, and passion for technology and finance processes to assess current systems, identify opportunities, and drive solutions that reduce manual work and friction, improve workflows and throughput, and enable Finance to scale as the business grows globally. Strong partnership and driving abilities are musts. Scrappy, gritty, outcome-oriented, and not afraid to challenge "the way it's always been done" are critical personal attributes. This role will report to the Chief Accounting Officer. RESPONSIBILITIES Set the strategy of where we should be in 12-24 months, drive it, and own the stack. Identify gaps, opportunities and risks across the systems portfolio to establish a vision and path to get there. Own the design, optimization, and implementation of core Finance applications, including ERP, procurement, and reporting platforms. In partnership with our business systems team, drive implementations, integrations and optimizations across Salesforce, Workday, billing, and other critical systems. Oversee Netsuite and its integrations with other Finance applications. Develop and execute a roadmap to optimize its use to unlock efficiencies within the system itself, or in conjunction with other systems across the finance stack. Serve as the Company's SME for Netsuite. Partner with Finance and IT to redesign and optimize processes where necessary, ensuring systems are layered on top of sound, scalable workflows. Evaluate gaps in system capabilities, including billing, revenue recognition and others; lead vendor selection and system implementation if needed. Define a long-term roadmap for a finance component(s)/segment(s) of the enterprise's data warehouse. Act as primary liaison with IT, ensuring finance requirements are prioritized while respecting IT governance, and owning security and governance in the Finance stack in alignment with IT and security orgs. Manage vendor and consultant relationships for system implementations and optimizations. Drive projects forward with urgency and accountability; measure and communicate outcomes to finance leadership. QUALIFICATIONS QUALIFICATIONS 8-10+ years in Finance systems ownership and/or administration Proven roadmap ownership from strategy → requirements → build → launch → adoption at $100M-$500M+ ARR scale. Deep hands-on experience optimizing and integrating Netsuite (must), Salesforce (nice to have). You will serve as the Netsuite admin, but your role is broader. You'll be the team's "power user" and provide a perspective and vision of what's possible. Demonstrated success implementing or optimizing billing, revenue recognition, ERP, commissions, and planning/forecasting tools, and integrating those tools with the broader business systems ecosystem. Ability to "speak both languages" - toggle between technical system details and business/finance objectives. Track record of redesigning finance processes in tandem with system improvements. Experience directing consultants/vendors and driving outcomes through others. SOX compliance knowledge, including data governance, user access controls, and audit trail monitoring, is a must. Exposure to IPO readiness and scaling finance systems for growth is a strong plus. Excellent communication skills, with the ability to influence senior leaders. NICE TO HAVES Hands-on and execution-oriented, not afraid to dig into details. Low ego, high ownership, gritty driver personality with an execution mindset. Comfortable challenging the status quo and pushing for better outcomes. Strong cross-functional partner: builds trust with IT and Finance while driving accountability. Scrappy and resourceful HOW WE WORK We offer a flexible hybrid work arrangement that prioritizes in-office collaboration. Employees are expected to be on-site 3 days per week (Monday, Tuesday, and Thursday). SALARY RANGE Benchling takes a market-based approach to pay. The candidate's starting pay will be determined based on job-related skills, experience, qualifications, interview performance, and work location. For this role the base salary range is $156,230 - $211,370 To help you determine which zone applies to your location, please see this resource. If you have questions regarding a specific location's zone designation, please contact a recruiter for additional information. Total Compensation includes the following: Competitive total rewards package Broad range of medical, dental, and vision plans for employees and their dependents Fertility healthcare and family-forming benefits Four months of fully paid parental leave 401(k) + Employer Match Commuter benefits for in-office employees and a generous home office set up stipend for remote employees Mental health benefits, including therapy and coaching, for employees and their dependents Monthly Wellness stipend Learning and development stipend Generous and flexible vacation Company-wide Winter holiday shutdown Sabbaticals for 5-year and 10-year anniversaries #LI-Hybrid #BI-Hybrid #LI-DNP Benchling welcomes everyone. We believe diversity enriches our team so we hire people with a wide range of identities, backgrounds, and experiences. We are an equal opportunity employer. That means we don't discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We also consider for employment qualified applicants with arrest and conviction records, consistent with applicable federal, state and local law, including but not limited to the San Francisco Fair Chance Ordinance. Please be aware that Benchling will never request personal information, payment, or sensitive details outside of Greenhouse or via email. All official communications will come from an @benchling.com email address or from an approved vendor alias. If you are contacted by someone claiming to represent Benchling and are unsure of their legitimacy, please reach out to us at recruiting-fraud-alert@benchling.com to verify the communication.

Posted 3 weeks ago

RKL eSolutions logo
RKL eSolutionsYork, PA

$70,000 - $80,000 / year

The Senior Accountant addresses financial, and accounting functions related to the general ledger, accounts payable, accounts receivable, payroll, expenses, billing and more. They are responsible for actual to budget variance explanations and performing account reconciliations and analysis, accounting research and providing information for internal and external audit requests. Success Factors Responsibilities Monitor and analyze financial transactions, expenditures, bank account reconciliation, accounts receivables/payables and other operations Review and compare monthly bank statements to the general ledger, identify and reconcile differences and record all interest earnings Prepare year-end schedules and compile supporting documentation for the annual financial statements and participate in other financial reporting functions Oversee monthly health equity card transactions and intercompany banking transactions Participate in the ongoing development and improvement of financial systems Ensure confidentiality regarding employees, clients, and vendors disclosed only to those authorized by corporate officials and as approved in writing by the Finance Director Prepare journal entries, analyses, and account reconciliations while assisting with monthly close processes Support Accounts Payable and Accounts Receivable Specialist with GL coding questions and technical questions related to ERP Verify check clearance and provide ACH instructions to clients Import hours, bonuses, commissions and miscellaneous transactions into payroll software to be reviewed by the Payroll Manager Complete weekly flash reports and government surveys as necessary Respond to information requests, financial statement reviews and performance projections in a timely manner Contribute to the development and review of annual operating budgets and projections Other duties as assigned People Management/Relationships Take initiative to be a team lead (proactively seek opportunities to help others) Treat everyone with respect Develop loyalty and trust within the team Successfully adapt to different personalities and working styles Proactively and effectively communicate information regarding status issues to team members Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; open to new ideas and suggestions Business Growth (if applicable) Possesses an understanding of RKL's business (service lines, competitors) and client service capabilities and the impact of technology upon the firm's growth and success Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills Excellent organization skills and strong attention to detail Multitasker with the ability to prioritize work accordingly Excellent verbal and written communication skills with strong client service focus Strong analytical and interpersonal skills Ability to work autonomously under the pressure of tight deadlines and multiple priorities Education, Experience and Certifications Bachelor's degree in Accounting, Finance or related field strongly preferred CPA certification or other relevant certifications a plus 5+ years' general accounting in a corporate setting required Strong understanding of accounting concepts (AP, AR, GL, gross margin reporting etc) and how a service organization functions Working knowledge of Microsoft Office Suite (Excel, Word, PowerPoint); excellent knowledge of Excel and reporting functions Technologically-savvy with prior experience working in an ERP required Proven ability as a detail-oriented individual with the ability to prioritize, summarize and analyze data Essential Functions Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear Must be able to remain in a stationary position as needed The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull Vision abilities required include close vision, distance vision and the ability to adjust focus. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer Ability to communicate in a professional manner and exchange information with internal and external actors as needed Ability to lift/carry up to 20 pounds Ability to work outside of normal business hours and weekends as needed Ability to travel to local and non-local offices and events as needed, overnight travel may be required This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $70,000 - $80,000

Posted 30+ days ago

Cherry, Bekaert & Holland, L.L.P. logo
Cherry, Bekaert & Holland, L.L.P.Fort Lauderdale, FL

$87,900 - $127,000 / year

Cherry Bekaert's Strategic Financing Services (SFS) Group is looking for a Project Finance Closing Specialist to join the SFS team. We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, NMTC placement and deployment, and NMTC compliance and asset management services. The successful candidate will manage the closings of NMTC transactions, ensuring that the structured transaction is accurately documented in the final closing documents, and the transaction closes timely and in compliance with IRS and CDFI rules and guidance. The successful candidate will have a strong attention to detail and deadlines and a mission to help make a difference in Low-Income Communities. About SFS: SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community facilities, and helped create over 10.6 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%. As a Project Finance Closing Specialist, you will: Coordinate with Project Finance Managers to transition transactions from marketing stage to closing stage Monitor the collection of and review due diligence items from the project sponsor Work closely with legal counsel to ensure legal documents correctly reflect the approved structure for the client Review financial projections to ensure the terms from commitment letters and financial results for all parties are accurately documented Identify areas of risk and secure sources of mitigation and assist with broader underwriting of the project, as needed Communicate with and manage relationships with borrowers, CDEs, and investors Advise borrowers on business terms and work with closing team to finalize NMTC transaction Create and maintain best practices and forms that support efficient closings During off-season when there are fewer transactions in active closing, additional duties may include providing assistance to clients on compliance matters, helping clients with their tax credit applications/grant submissions and/or working with other strategic financing services team members on various projects · Other job-related functions as assigned Travel: 10-15% What you bring to the role: BA in Accounting, Finance, Economics, or related field; Master's Degree or JD a plus 3+ years of professional/industry experience in community development finance, tax credit finance, CDE/CDFI Lending preferred Experience in working with borrowers, lenders, investors Must be able to work independently with the ability to prioritize workflow and manage multiple projects simultaneously Strong attention to detail Ability to meet deadlines under tight time constraints Strong communication, analytical, and organizational skills Strong sense of urgency and shared sense of mission What you can expect from us: Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on enabling you to further your career growth and continuous professional development Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing Flexibility to do impactful work and the time to enjoy your life outside of work Opportunities to connect and learn from professionals from different backgrounds and with different cultures Benefits Information: Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Pay Range: $87,900-$127,000 About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit https://www.cbh.com/disclosure/ Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at https://careers.cbh.com/ and follow us on LinkedIn, Instagram, Twitter and Facebook. 2025 Cherry Bekaert. All Rights Reserved.

Posted 4 weeks ago

Morgan Stanley logo
Morgan StanleyBaltimore, MD

$60,000 - $95,000 / year

Team Profile: Our Finance Transformation Fleet is comprised of problem-solvers and innovators, dedicated to optimizing Finance. We are responsible for driving Finance's modernization efforts through the use of digital tooling, design thinking principles and process optimization frameworks to create efficiency, maximize capacity savings, and reduce risk. We believe in a collaborative approach to shape the future of our Finance department. About the Role: As a Transformation Specialist, you'll be a key player in our Finance Transformation Fleet, primarily supporting all aspects of digital tooling and process optimization initiatives to driving efficiency and innovation to make a significant impact on our organization's success. Your responsibilities will include: Engage with Finance to identify opportunities to reduce manual processes, creating capacity, and setting up metrics to measure the success of our improvements. Develop and refine key finance business processes, automating reports and delivering insights that inform decision-making at all levels, including senior leadership. Partnering with our technology and business teams to understand existing processes and develop effective solutions. Collaborating with other process improvement teams to design and implement new processes and tools. Reporting on achievements against key metrics such as capacity and risk reduction. Foster a vibrant digital community by sharing insights, updates, and success stories through various communication channels. Who We Are Looking For: 2-4 years of experience in Financial Services, preferably in Finance, Technology or Operations. Analytical and problem-solving skills, with the ability to clearly define business rules from problem statements. Familiarity with process mapping systems and methodologies such as Signavio, Celonis, and Business Process Model & Notation (BPMN) 2.0. Experience developing automation solutions primarily with tools such as UiPath, Alteryx, or PowerBI. Any relevant certifications such as UiPath UiARD or Alteryx Designer Core preferred. Experience with delivering documentation such as Process and Solution Design Documents. Proven ability to interact effectively with senior stakeholders across the organization. Proficiency in Excel and PowerPoint for data analysis and presentation creation. Strong communication skills and the ability to build relationships with diverse stakeholders. At least 2 years' relevant experience would generally be expected to find the skills required for this role WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Salary range for the position: $60,000 - $95,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 30+ days ago

PwC logo
PwCColumbia, SC

$155,000 - $410,000 / year

Industry/Sector Not Applicable Specialism Product Innovation Management Level Director 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. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce 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 provide strategic leadership in designing and implementing innovative insurance data models that align with client objectives. As a Director you will set the strategic direction, drive business growth, and mentor the upcoming generation of leaders while securing the utmost standards of integrity and quality are upheld. This role offers the chance to work with global teams, integrate advanced technologies, and shape the future of insurance advisory solutions. Responsibilities Drive business growth by identifying and leveraging market opportunities Maintain adherence to the utmost standards of integrity and quality Foster a culture of innovation and continuous improvement Oversee project execution while maintaining client satisfaction What You Must Have Bachelor's Degree At least 7 years of experience In lieu of a Bachelor's Degree, demonstrating three years of specialized training and/or progressively responsible work experience in technology for each missing year of college. What Sets You Apart Master's Degree in Actuarial Science, Finance, Data Processing/Analytics/Science preferred Certification(s) preferred: Chartered Financial Analyst (CFA), Fellow of the Casualty Actuarial Society (FCAS), Amazon Web Services (AWS) or Azure or Google Cloud Platform (GCP) Specialized Certifications, Project Management Professional (PMP), Certified SAFe Agilist Leading large teams with a focus on talent development Excelling in client-facing roles requiring strategic thinking Demonstrating exceptional proficiency in written and spoken English Managing multiple priorities under tight deadlines Developing and executing business development initiatives 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: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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 30+ days ago

AES Corporation logo
AES CorporationIndianapolis, IN

$98,000 - $122,400 / year

Are you ready to be part of a company that's not just talking about the future, but actively shaping it? Join The AES Corporation (NYSE: AES), a Fortune 500 company that's leading the charge in the global energy revolution. With operations spanning 14 countries, AES is committed to shaping a future through innovation and collaboration. Our dedication to innovation has earned us recognition as one of the Top Ten Best Workplaces for Innovators by Fast Company in 2022. And with our certification as a Great Place to Work, you can be confident that you're joining a company that values its people just as much as its groundbreaking ideas. AES is proudly ranked #1 globally in renewable energy sales to corporations, and with $12.7B in revenues in 2023, we have the resources and expertise to make a significant impact as we provide electricity to 25 million customers worldwide. As the world moves towards a net-zero future, AES is committed to meeting the Paris Agreement's goals by 2050. Our innovative solutions, such as 24/7 carbon-free energy for data centers, are setting the pace for rapid, global decarbonization. If you're ready to be part of a company that's not just adapting to change, but driving it, AES is the place for you. We're not just building a cleaner, more sustainable future - we're powering it. Apply now and energize your career with a true leader in the global energy transformation. At AES, we raise the quality of life around the world by changing the way energy works. Everyone makes an impact every day in our small, global teams. Take the next step in your career and experience our flexible and wide-ranging opportunities. Challenge yourself to continuously improve and innovate, broaden your expertise, and build relationships with a diverse network of professionals. AES Clean Energy, a subsidiary of the AES Corporation, is a leading renewable energy developer with 3.5 GW of solar, wind, and storage assets in operation; 3.45 GW of renewable contracted backlog; and an extensive US development pipeline. Reporting to the Treasurer of AES Clean Energy, the Corporate Finance department is responsible for the planning, execution, reporting, administration, and compliance for all AES Clean Energy corporate-level transactions involving credit facilities, bank loans, long-term debt, and credit support for AES Clean Energy. The Corporate Finance Associate will report to the Manager, Corporate Finance and support the group's initiatives by carrying out a diverse set of analytical activities as well as interacting with internal groups and outside advisors. The primary responsibility of this position is to manage AES Clean Energy's Corporate Debt facilities in addition to supporting the team in executing new corporate-level financings as necessary. This position requires a well-organized, analytic-minded individual with good interpersonal skills and great attention to detail. This position also requires strong time-management skills, as well as staying task focused in order to complete multiple deliverables. Key Responsibilities: Management and administration of Corporate debt facilities, including Conditions Precedent for loan draws and ongoing debt service Support modeling of portfolio-wide project financing facilities Manage ongoing compliance of the corporate facilities, including coordination with teams to deliver required deliverables and compliance systems to ensure their effectiveness Support execution of Corporate-level financings in coordination with finance & accounting groups (treasury operations, project finance, FP&A, accounting, AP, etc.), project teams (legal, engineering, construction, land, and project management), and external counsel, lenders, and advisors as needed Manage data rooms and due diligence processes for corporate finance transactions Review, analyze, and summarize various financing proposals from banks and advisors Design or implement improvements in communication, monitoring, or enforcement of compliance standards Respond to ad hoc data-research and analysis requests from management and business units Prepare detail-oriented analysis and high-quality presentation materials as directed Desired Experience and Skills: Undergraduate degree with a focus in business, finance, economics, or accounting. 5+ years of relevant professional experience in corporate finance, treasury, financial planning, accounting, or banking in the clean energy sector. Demonstrable knowledge of financial and economic theory, including working knowledge of financial statements. Understanding of credit agreements and other legal documentation related to debt facilities. Extensive knowledge and capabilities to work in Microsoft Word, PowerPoint, and Excel, including experience working in corporate/project-finance models. Self-starter with ability to work independently and with a team in a fast-paced and high-volume environment, with emphasis on accuracy and timeliness. Highly organized team player-can easily respond to changes in work scope/deadlines as priorities shift. Outstanding communication (written and verbal) and interpersonal skills. Highly motivated to learn financial concepts and build out the group's skillset. AES is an Equal Opportunity Employer who is committed to building strength and delivering long-term sustainability through diversity and inclusion. Respecting all backgrounds, differences and perspectives enables us to improve the lives of our people, customers, suppliers, contractors, and the communities in which we live and work. All qualified applicants will receive consideration for employment without regard to sex, sexual orientation, gender, gender identity and/or expression, race, national origin, ethnicity, age, religion, marital status, physical or mental disability, pregnancy, childbirth, or related medical condition, military or veteran status, or any other characteristic protected under applicable law. E-Verify Notice: AES will provide the Social Security Administration (SSA) and if necessary, the Department of Homeland Security (DHS) with information from each new employee's I-9 to confirm work authorization. The expected salary for this position, at commencement of employment, is between $98,000 and $122,400/Annual; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements such as annual bonus, in addition to a full range of medical, dental, vision, life, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if a candidate receives an offer of employment. If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Posted 3 weeks ago

Aegon logo
AegonCedar Rapids, IA

$78,000 - $100,000 / year

Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. * For more information, visit transamerica.com. Job Description Summary We are seeking a highly skilled and motivated Senior Finance Transformation Analyst to join our team. In this role, you will lead and implement smaller scale finance transformation projects to modernize Transamerica's finance function by establishing integrated, standardized, and automated end-to-end processes that enhance the efficiency, accuracy, and transparency in financial data and reporting. You will collaborate cross-functionally to deliver innovative, cost-effective solutions that align with our organizational goals. Job Description Responsibilities Use a comprehensive blend of finance, project management, and systems expertise to spearhead projects, formulate plans, oversee timelines, and ensure project execution aligns with objectives. Perform in-depth business analysis to identify process improvement opportunities and provide consultation on best practices. Work cross-functionally to deliver integrated, cost-effective solutions. Integrate and optimize finance systems and contribute to the implementation of technology solutions using a good understanding of change management processes, software development life cycle, and change programs measures. Contribute to strategic planning for initiatives. Collaborate with team members and provide mentorship to junior analysts. Oversee the preparation of comprehensive reports and conduct analytics to facilitate decision-making. Leverage AI tools and automation frameworks to enhance data analysis, streamline workflows, and improve decision-making. Qualifications Bachelor's degree in finance, accounting, or related field, or equivalent experience Solid experience in financial technology change management projects, with a focus on finance, financial systems, and business analysis (typically five to eight years) Analytical and problem solving skills Excellent communication and consultation skills Proficient overseeing projects and managing timelines Decision making and organizational skills to implement projects Preferred Qualifications Proven experience leading finance transformation projects and teams. Experience building/operating highly available, data pipelines, distributed systems of data extraction, ingestion, and processing of large data sets. Experience as a Data Analyst with expertise in designing and implementing data solutions on cloud platforms AWS. Experience in translating complex business requests into technical requirements by designing solutions to enhance reporting and analytics capabilities using data modeling and dimensional modeling techniques. Develop automated solutions to streamline financial processes by centralizing and standardizing data from various sources to support downstream process and reporting. Demonstrated strength in data modeling, SQL development, and data warehousing. Proven success in communicating with users, other technical teams, and senior management to collect requirements, describe data modeling decisions and data engineering strategy Experience best practices on data architecture, data modeling, and data transformation and perform code review sessions Skilled in exploring AI-driven features within enterprise platforms and integrating AI capabilities into existing environments to drive efficiency and innovation. Proficiency in programming languages such as Python and SQL for data processing and manipulation. Experience with advanced analytics techniques, including statistical analysis, predictive modeling, machine learning, and data visualization. Experience with data visualization tools like Power BI, or Quicksight. Certified Analytics Professional (CAP) or AWS Certified Machine Learning Specialist. Working Conditions Hybrid Office Environment Compensation The Salary for this position generally ranges between $78,000 - $100,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration, sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship. This is a hybrid position requiring three days in office per week in one of our hub locations (Cedar Rapids, Denver, Baltimore, Philadelphia). Relocation assistance will not be provided for this position. This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. * It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. As of December 31, 2023

Posted 30+ days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncPittsburgh, PA

$70,000 - $154,000 / year

Description Summary: The Commercial Portfolio Manager-Senior - Equipment Finance services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. Duties and Responsibilities: Owns primary responsibility for the credit and monitoring of Commercial portfolio risks. Responsible for underwriting new and renewals and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer. As appropriate, assists in optimizing customer relationships working directly with Relationship Managers and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers. Manages delinquencies, collateral exceptions, borrowing base, portfolio reviews, specialized reporting, soft exposure annual reviews, criticized loans, etc. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree 5+ years of commercial portfolio or relationship management #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $70,000 - $154,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 30+ days ago

CACI International Inc. logo
CACI International Inc.Chantilly, VA

$84,900 - $178,400 / year

Finance & Accounting Senior Analyst Job Category: Finance and Accounting Time Type: Full time Minimum Clearance Required to Start: TS/SCI with Polygraph Employee Type: Regular Percentage of Travel Required: Up to 10% Type of Travel: Local The Opportunity: CACI is seeking a highly skilled Finance & Accounting Senior Analyst to provide strategic financial guidance and ensure the integrity the integrity of financial operations. The ideal candidate will have extensive knowledge of federal accounting principles and the ability to manage complex financial processes while providing excellent customer support. This position offers the opportunity to play a crucial role in maintaining the financial health of the organization while providing strategic guidance to senior leadership. The successful candidate will be a key player in ensuring financial compliance, data integrity, and operational efficiency. Our contracts offer a diverse selection of labor categories, job types, and locations within the Washington metropolitan area with competitive benefits, salaries and internal growth opportunities (e.g., career advancement opportunities, professional training, and tuition reimbursement.) If you are a motivated individual looking to be a part of critical mission, CACI would like to speak with you. For additional information regarding CACI's outstanding benefits and career developing tools, please visit www.CACI.com. Responsibilities: Manage day-to-day accounting activities, ensuring financial compliance and data integrity. Analyze and reconcile complex General Ledger accounts, resolving discrepancies and interacting with customers to address issues. Prepare and review financial statements, complex tax returns, and reconciliations in support of the organization's financial reporting and tax programs. Analyze financial data from systems, create reports, and brief senior managers with recommendations to support organizational missions. Participate in the analysis of Working Capital Fund financial statements and assist in developing financial forecasts for product pricing. Provide strategic financial program guidelines and initiatives, ensuring effective and timely customer support. Participate in resource working groups and provide advice on financial policies and procedures. Assist in developing and implementing accounting policies and procedures to improve efficiency and maintain compliance. Ensure data integrity and work towards obtaining favorable audit opinions from the Office of the Inspector General (OIG). Provide functional expertise for financial system development, including creating ad hoc reports and conducting functional testing. Functions may be modified based on the designated office requirements Qualifications: Required: Bachelor's or Master's degree with minimum requirements for CPA Minimum of 8 years of demonstrated accounting experience in financial management, accounting, auditing, or fiscal control Extensive knowledge of federal Generally Accepted Accounting Principles (GAAP), Federal Accounting Standards Advisory Board (FASAB), and Financial Accounting Standards Board (FASB) Strong understanding of federal appropriation law and ability to quickly learn organizational regulations and standards Proficiency in Microsoft Office suite, particularly Excel, PowerPoint, and Word Excellent analytical and problem-solving skills Strong written and verbal communication skills, with the ability to deliver technical information to both financial and non-financial audiences TS/SCI with Polygraph Desired: Bachelor's or Master's Degree with concentration in Accounting, Business or Finance preferred. Certified Public Accountant (CPA) certification Experience with federal financial systems and databases, accounting software, and customer interfaces Demonstrated ability to lead and manage contractor staff Ability to work independently and manage competing priorities effectively Strong customer service orientation with the ability to anticipate and respond to a broad range of financial support needs Experience in preparing and delivering information to senior management ____ What You Can Expect: A culture of integrity. At CACI, we place character and innovation at the center of everything we do. As a valued team member, you'll be part of a high-performing group dedicated to our customer's missions and driven by a higher purpose - to ensure the safety of our nation. An environment of trust. CACI values the unique contributions that every employee brings to our company and our customers - every day. You'll have the autonomy to take the time you need through a unique flexible time off benefit and have access to robust learning resources to make your ambitions a reality. A focus on continuous growth. Together, we will advance our nation's most critical missions, build on our lengthy track record of business success, and find opportunities to break new ground - in your career and in our legacy. Your potential is limitless. So is ours. Learn more about CACI here. ____ Pay Range: There are a host of factors that can influence final salary including, but not limited to, geographic location, Federal Government contract labor categories and contract wage rates, relevant prior work experience, specific skills and competencies, education, and certifications. Our employees value the flexibility at CACI that allows them to balance quality work and their personal lives. We offer competitive compensation, benefits and learning and development opportunities. Our broad and competitive mix of benefits options is designed to support and protect employees and their families. At CACI, you will receive comprehensive benefits such as; healthcare, wellness, financial, retirement, family support, continuing education, and time off benefits. Learn more here. The proposed salary range for this position is: $84,900 - $178,400 CACI is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, age, national origin, disability, status as a protected veteran, or any other protected characteristic.

Posted 2 weeks ago

Z logo
Zurich Insurance Company Ltd.Schaumburg, IL
Zurich North America is now accepting applications for the 2026 Finance Development Program - Accounting Track. This will be a full-time position based out of our North American Headquarters in Schaumburg, IL. About Us Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers, and the communities we serve. About the Role Do you enjoy unlocking the power of numbers to drive results? Consider our Finance Development Program. Trainees rotate through several core disciplines to hone the skills necessary to succeed in Corporate Accounting. Trainees emerge from the program as accounting professionals who foster our growth and ensure our competitive edge - as well as their own. Zurich is currently accepting applications for the June 2026 program. This program is a 2-year entry-level rotational program that supports the development of the technical and leadership skills to become a senior-level financial analyst. You will partake in 4, 6-month rotations within the Accounting organization spanning core finance disciplines, including opportunities in Financial Reporting, General Accounting, Accounting Policy, and more. You will also gain exposure to senior leaders. This program is sponsored by our Finance Leadership Team. Basic Qualifications Bachelor's degree in Accounting and no prior experience in the Accounting or Finance area OR High School Diploma or Equivalent and 2 or more years of experience in the Accounting or Finance area OR Zurich Certified Insurance Apprentice, including an Associate Degree and no prior experience in the Accounting or Finance area AND Knowledge of accounting or finance principles Preferred Qualifications Previous corporate internship experience Aptitude for automation and process improvement Sound knowledge of accounting or finance principles General ledger or accounting transactional experience Intermediate Microsoft Office experience Technology experience related to one or more of the following areas preferred: General ledger, financial reporting systems, treasury workstation Strong verbal and written communication skills Location(s): Schaumburg Remote Working: Hybrid Working Arrangement Schedule: 9:00 - 5:00PM CST At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click here. Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education. The proposed salary range for this position is $80,850.00, with short-term incentive bonus eligibility set at 10%. As an insurance company, Zurich is subject to 18 U.S. Code § 1033. A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Schaumburg Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-SD1 #LI-ASSOCIATE Nearest Major Market: Chicago

Posted 30+ days ago

Aegon logo
AegonCedar Rapids, IA

$95,000 - $120,000 / year

Job Family Program and Project management About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. * For more information, visit transamerica.com. Job Description Summary Completes work with minimal guidance and direction, and typical project management assignments have a medium to high level of complexity which may involve unstructured and ambiguous situations. Strong organizational skills (planning, prioritizing) and communication skills (written, verbal, listening) are critical to this position, as is the ability to successfully adapt to diverse people and situations, manage conflict, proactively resolve issues, and complete assignments on time. Must demonstrate skills in negotiation and facilitation techniques and interact professionally with staff and management at all levels. Solid understanding of Project Management methodologies and principles and possesses strong technical and analytical skills. Will often serve in a mentoring role. Job Description Responsibilities: Managing projects, which involves determining project deliverables and timelines, developing a project plan and managing to the plan, coordinating and leading meetings, preparing meeting minutes and status reports. Working with team members to resolve issues. Coordinating activities of a project team which may include individuals from multiple teams, departments and locations. Manage and deliver assigned projects to agreed timescales, budgets and quality standards Have an understanding of CFO/Finance business units; actuarial, financial reporting, accounting, etc. Navigate the project intake and IT processes to ensure effective management of IT enabled projects Develop relationships and expertise within the divisions to provide continued value-add services. Assist internal stakeholders with navigating service requests; providing escalations as necessary. Support business units in creating a business case, including cost benefit analysis, scope documents, project plans, and help stakeholders make prioritization decisions Execute Project Management methodologies; primarily Waterfall and Agile methodologies Qualifications: 8-10 years of related work experience University or Bachelor's degree in related field or equivalent work experience Advanced experience using MS Office products (Word, Excel, PowerPoint) Advanced experience using MS Project 2010 and Project Portfolio Tools General understanding of the insurance and financial services industry Preferred Qualifications Finance & Regulatory Expertise: In-depth knowledge of insurance finance policies, procedures, and systems, including compliance with industry regulations and statutory reporting requirements. Actuarial Project Experience: support of actuarial initiatives and organizations. Project Management in Dynamic Environments: Ability to manage multiple concurrent insurance-related projects-such as product launches, regulatory updates, and system implementations-while maintaining accuracy under frequent interruptions. AI-Driven Process Optimization: Hands-on experience leveraging AI tools within Microsoft 365 (e.g., Copilot) to automate workflows, streamline processes, and enhance operational efficiency. Working Conditions Hybrid (Tuesday - Thursday) May require flexible hours to accommodate global project teams Occasional Travel The Salary for this position generally ranges between $95,000 - $120,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. * It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. As of December 31, 2023

Posted 1 week ago

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Veho TechNew York, NY

$180,000 - $200,000 / year

About Veho Veho's mission is to power the future of commerce by making shopping, shipping and returns seamless for everyone. We are building a modern, end-to-end logistics infrastructure designed entirely for the ever-evolving needs of ecommerce brands and everyday consumers. Powered by next-generation technology and a vertically integrated supply chain, Veho gives brands and their customers unprecedented control over their deliveries and removes the pain from the ecommerce post-purchase experience. We make delivery the 'extension of the brand' and leverage it to create deeper loyalty and trust between brands and their customers, driving customer retention and lifetime value. Our rapidly growing client list includes leading consumer brands like Hello Fresh, Zara, Macy's, Sephora, and more. To truly build an iconic company, we strongly believe that our people and values must be aligned with our mission. As such, we take pride in our championship team, merit-based culture. We seek team players who want to compete, win, make an impact and build a legacy, and we reward performance and impact players with generous equity and incredible career growth opportunities. About the Role Veho's Strategic Finance team will play a critical role in helping shape our short- and long-term business strategy and execution. The Senior Manager of Strategic Finance will oversee the financial support for multiple, operational business units by providing thorough financial analysis and forecasts, driving cross-functional support for business plans and resource allocation, setting targets, tracking and ensuring performance to plan. Your focus will be on managing our unit economics and ensuring the profitability of our business. You are highly analytical and strategic, and can seamlessly navigate between complex details and the big picture. You are interested in growing into a people manager that enjoys developing a team. Required Qualifications Has 6+ years of professional experience in Corporate or Strategic Finance or Financial Services Possesses extremely strong analytical, financial modeling, and presentation skills Has the ability to distill complex issues into structured frameworks and action plans Thrives in a fast-paced environment, and is comfortable shifting priorities based on new insights and business needs Can think critically about problems and priorities, and isn't afraid to question the status quo Desire to develop a team with a strong emphasis on growing jr. teammates Can effectively collaborate with other teams and executives across the organization Is detail-oriented, and an excellent verbal and written communicator Preferred Qualifications Experience in marketplace, logistics or other operations heavy industries Basic SQL skills Compensation: $180,000-$200,000 annually The pay range is subject to the discretion of the Company. Additionally, Veho offers a competitive equity package, comprehensive medical, dental, and vision coverage as well as other benefits such as 401k and unlimited PTO for exempt-level roles. Veho is a growth company that looks for team members to grow with it. No matter the location, or the role, every Veho teammate shares one galvanizing mission: driving commerce forward with a customer-centric delivery and returns experience that's built for the modern era. We are deeply value-driven (Team Up, Drive Impact, Take Ownership, Solve Bigger, Obsess Over Experience, Make Today Count) and care tremendously about investing in our high-performers. Join us in building the future of ecommerce logistics and in doing the work of our lifetime! (Veho is unable to provide sponsorship at this time.)

Posted 30+ days ago

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PwCBoston, MA

$124,000 - $280,000 / year

Industry/Sector Private Equity Specialism Finance Management Level Senior Manager Job Description & Summary At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals. In operating model and organisation design at PwC, you will focus on helping clients optimise their finance function and organisational structure. You will analyse current finance operating models, identify gaps and inefficiencies, and design and implement solutions to enhance finance processes, roles, and responsibilities. Working in this area, you will provide guidance on finance transformation initiatives, change management, and talent development to align the finance function with strategic objectives. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model 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. The Opportunity As part of the Finance Function Strategy team, you will assess clients' Finance function and provide recommendations that improve the effectiveness and efficiency of its operations. As a Senior Manager, you will serve as a strategic advisor, working alongside CFOs and Controllers, to address complex challenges and recommend innovative solutions for improved financial results, streamlined services, timely and accurate reporting, and management of risk and control. You will evaluate every aspect from financial planning to transaction processing, treasury management, capital efficiency as well as analysis and reporting. Responsibilities Conduct detailed analysis of clients' key performance indicators, business processes, and systems to identify areas of improvement focused on treasury, financial reporting, accounting, financial planning and budgeting, capital management, risk and controls Assist companies in achieving strategic goals and addressing multi-layered challenges through Finance strategy and operations Support business development activities, including proposal development and client presentations to promote PwC's Finance Function Strategy services and expand the client base What You Must Have Bachelor's Degree At least 7 years of experience What Sets You Apart Master's Degree in Finance, Accounting & Finance, Finance & Technology, Information Technology, Data Processing/Analytics/Science preferred Certified Public Accountant, Certified Treasury Professional or Chartered Financial Analyst preferred Demonstrating in-depth knowledge of the end-to-end value chain of Finance processes and technology Developing and reviewing financial models, business cases, and benchmarking analyses Working with ambiguity while addressing the clients' needs and delivering top-level results Analyzing complex data using large data sets and turning them into meaningful insights Driving innovation, sharing insights and contributing to thought leadership Showcasing proven communication skills and ability to present cogently Possessing proven analytical skills to quickly grasp and apply analytical frameworks to both qualitative/quantitative evidence Creating a positive team environment while meeting client expectations Leveraging digital technologies and the impact on Finance including analytical tools (e.g. OneSource, Anaplan, Workiva, Blackline, Alteryx, PowerBi, Tableau, RPA technologies, machine learning, and generative Artificial Intelligence) Travel Requirements Up to 40% 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. The salary range for this position is: $124,000 - $280,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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 30+ days ago

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Toro CompanyOrrville, OH

$112,000 - $145,000 / year

Applicants must be legally authorized to work in the United States. We are unable to sponsor or take over sponsorship of a school/employment or any other visa, regardless of expiration date, now or in the future. Who Are We? Ventrac, located in Orrville, Ohio, is a division of The Toro Company. Ventrac is a premier innovator of equipment for turf and landscape grounds management, sidewalk snow removal, and specialty grounds care maintenance. Built for performance with quality to last, Ventrac equipment is ideal for golf course turf management, sports fields, collegiate campuses, residential and commercial property maintenance, and public green spaces. #LI-Ventrac A senior member of the Divisional executive management team, this role understands the direction of the enterprise, collaborates with the rest of the management team to develop and execute short and long term divisional business strategies. This leader is a broad thinker who works directly with senior management, corporate functions and divisional personnel to drive continued growth and success of the Division and Enterprise. As a senior finance leader, this position creates an environment of engagement and inclusion, directs all Divisional Financial Planning & Analysis activities to meet core business objectives and drive business strategy, as well as leads and manages to Corporate financial management and planning requirements. Receives direction from Division General Manager/VP and Group FP&A Director. What Will You Do? In order to grow and build a successful career with The Toro Company, you will be responsible for the following responsibilities: Creates a finance environment that provides excellent service to its customers, is easy to do business with, has a sense of urgency, continuously improves, and quickly adapts to change. Works seamlessly with the FP&A Center of Excellence (COE) to coordinate analytical and reporting processes to effectively enable sound business decision-making. Leads the Division's annual and long-term strategic financial planning process, setting strategic objectives, and developing specific action plans to deliver on strategy. Analyzes and outlines recommendations and alternatives for senior management on a wide variety of business opportunities, including the areas of capital expenditures, asset/liability management, product pricing, lease vs. buy analysis, new product development and product/customer profitability. Utilizes existing Business Intelligence (BI) tools to provide meaningful analysis around actual Division financial results as compared to budgets, forecasts and prior year results. Implements, and manages an integrated plan for the accounting and financial control of the Division that is consistent with corporate policies, procedures, and directives, and assures that generally accepted accounting principles are consistently applied. Responsible for accurate and timely general ledger accounting close for the entity Implements and manages a system of internal controls to ensure the safeguarding of assets, the integrity of financial results, SOX internal control compliance and the efficient functioning of the Finance department. Provides matrixed leadership to coordinate the Integrated Business Planning (IBP) process for production, shipping and inventory management. Oversees projection process to meet divisional and corporate management requirements. Projection process includes development of current forecasts of Revenue, Gross Margin, SG&A spending, allocations, product costs as well as balance sheet metrics. Builds and maintains strong working relationships with key functional areas in Corporate, Operations and other Divisions. Engages with others across the organization to develop the best possible solutions for the Enterprise (breaks down silos). Performs other required duties as needed in addition to the essential duties and responsibilities described above, to meet the changing needs of the organization. What Do You Need? To be considered for this role, an individual should meet the following minimal requirements: Bachelors of Arts or Science in Accounting, Finance or Business. MBA, CPA or CMA desirable. Minimum 7 years of experience in financial and cost management, business planning and analysis with increasing scope and responsibility. Minimum 3 years of direct leadership experience. Experience in a manufacturing environment preferred. Advanced knowledge of financial and accounting principles and practices. Ability to communicate effectively to end users of all experience levels, in both oral and written communications. Able to efficiently and effectively prioritize multiple tasks. Critical thinker, with sound business judgment and exceptional business acumen. Strong interpersonal and leadership skills. Proven business and financial strategist. Able to maintain composure in stressful situations, in a highly interactive role. Customer-focused and results-oriented individual with a bias for action that permeates to the entire group. Strong analytical and troubleshooting skills vital to anticipating, investigating and resolving issues. Curious learner, self-starter. Demonstrated project management skills. Able to use BI tools and systems to increase business performance, improve decision making and drive efficiency, accuracy and continuous improvement. What Can We Give You? At Ventrac we are always working to make sure our employees know just how valued they are. In addition to a competitive salary, an affordable and top tier medical/dental/vision plan, 401k, and many other great benefits- Ventrac offers employees at our Orrville, OH location a variety of perks, including: Dress for your day- We know you're more productive when you're comfortable, which is why employees are encouraged to take advantage of our casual, office-plant blended environment. Location- Located in the heart of Orrville, a small town with a busy manufacturing industry, we have a family-like work atmosphere. We are around 10 minutes from U.S. Route 30 and Route 585 for easy travel. #LI-Onsite Onsite amenities- With two onsite cafes and large break rooms, we have a convenient and comfortable area for breaks and lunches. We have around 350 employees and are always growing. We have newer, high-quality facilities (built from 2014-2018) and an exceptionally clean manufacturing work environment. Wellness- In addition to physical wellbeing, The Toro Company offers a variety of mental health, financial health, and other types of resources to every full-time employee. Volunteerism- The Toro Company is proud to provide employees 20 hours of paid time to volunteer in the community. Growth Opportunities- TTC prides itself on giving our employees the chance to grow their careers. Tuition reimbursement, opportunities to move into new areas of interest, and promotion opportunities are a few examples. Competitive Salary- A reasonable estimate of the annual pay range is between $112,000 - $145,000. Salary will be determined by experience and qualifications. You may be eligible to participate in an incentive program, which rewards employees based on individual and organizational performance. Eligibility and award amounts are determined by company policy and performance metrics. If you need to, you can access your pay early with the dailypay app. Ventrac is a growth-oriented company located in Orrville, Ohio. Our team is dedicated to excellence through innovation, a strong work ethic and quality workmanship. Join the Ventrac Team who feels passionate about the products we build for commercial lawn care use. We believe our employees are truly the most valuable asset. We are known for our culture of respect and collaboration, which can be measured by our low turnover, open communication, and the excitement in the air. At The Toro Company, we are committed to fostering a secure and trustworthy recruitment process for our applicants. Recruitment fraud is a potential threat to job seekers, so please be aware that throughout our recruitment process, you'll never be required to pay any fees or disclose personal financial details when applying to TTC opportunities. The Toro Company is an Equal Opportunity Employer. We consider all qualified applicants based on merit and do not discriminate on the basis of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information, military service, or other non-merit factors. We are committed to creating a welcoming environment for all employees.

Posted 4 weeks ago

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AlkegenDallas, TX

$160,000 - $185,000 / year

Job Requirements Why work for us? Alkegen brings together two of the world's leading specialty materials companies to create one new, innovation-driven leader focused on battery technologies, filtration media, and specialty insulation. Through global reach and breakthrough inventions, we're delivering products that enable the world to breathe easier, live greener, and go further than ever before. With over 60 manufacturing facilities with a global workforce of over 9,000 of the industry's most experienced talent, including insulation and filtration experts, Alkegen is uniquely positioned to help customers impact the environment in meaningful ways. The Business Unit Finance Leader would be responsible for the oversight of our Industrial Filtration Business Unit. The individual will be the right-hand person to the business unit's Vice President and would be responsible for the strategic oversight of business profitability and sustainability, oversight of month end close process and reviews, managing a team of site controllers, ad-hoc financial analytics and long-term financial planning and analysis. Responsibilities: Financial partner to Industrial Filtration (IF) Vice President, monitoring short-term and long-term financial performance and health of the overall Business & Sites Leading and developing IF finance team through mentoring and coaching, long-term succession planning, and setting & driving the financial strategy for team members to follow and emulate Play a key financial role in merger and acquisition opportunities for the business, leading strategy, modelling and understanding financial implications Unwavering ability to balance controllership needs with longer-term FP&A deliverables and analytics Compiles, manages and presents monthly reporting, all business forecasting, analytics and KPI metrics to business leadership while extracting insight and solutions to challenges Oversees overall month-end close process for the IF global Business Unit in coordination with site controllers (US/UK/Europe) Identifies opportunities to improve efficiency and cost savings in the plant, driving execution and delegation through the site controller Establishing structure on local ERP systems for effective data extraction & general process improvements Key Competencies: Is a consistent role model for the Alkegen Core Values Demonstrates excellent process management and change management skills Exemplifies a systems-thinking mindset, being able to navigate complexity and understand secondary and tertiary financial impacts on decisions Develops relationships that enable effective leading, coaching, and development of team members Is a highly motivated problem solver able to balance priorities well under pressure Communicates clearly with all stakeholder groups; quickly builds trust, credibility and respect Effectively manages deadlines, drives execution, and has a bias towards action Qualifications & Experience: Bachelor's degree in finance or accounting required 5-10 years of relevant experience focused on manufacturing and FP&A Ability and excitement to navigate a complex, fast-growing, global manufacturing and business environment Excellent organizational and analytical skills w/ supervisory experience leading financial teams through both controllership & FP&A duties and tasks Strong knowledge of and adherence to generally accepted accounting principles (GAAP) Strong interpersonal, written, and oral communication skills Extremely proficient with Microsoft Excel/PowerPoint Experience managing multiple ERP and Financial systems Compensation: The anticipated base salary range for this position is $160,000 to $185,000 per year. The final compensation will be determined based on factors such as the candidate's experience, qualifications, and alignment with internal equity. If you are interested in being part of a world class Financial function here at Alkegen then we would love to hear from you. At Alkegen, we strive every day to help people breathe easier, live greener, and go further than ever before. We believe that diversity and inclusion is central to this mission and to our impact. Our diverse and inclusive culture drives our growth & innovation, and we nurture it by actively embracing our differences and using our varied perspectives to solve the complex challenges facing our changing and diverse world. Employment selection and related decisions are made without regard to sex, race, ethnicity, nation of origin, religion, color, gender identity and expression, age, disability, education, opinions, culture, languages spoken, veteran's status, or any other protected class.

Posted 2 weeks ago

US Bank logo
US BankDenver, CO

$143,905 - $169,300 / year

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description U.S. Bank's Project Finance (PF) team is seeking an experienced professional to join our growing PF platform as a Relationship Manager (PF RM) focused on project finance lending for infrastructure projects. The PF RM will report to the Director of Project Finance within US Bancorp Environmental Finance, which is part of our broader U.S. Bancorp Impact Finance (USBIF) business. The PF RM will be responsible, broadly, for project finance loan origination and transaction execution while serving existing and new clients across U.S. Bank. This position will be responsible for revenue generation through non-recourse lending activities in infrastructure across renewable / traditional power, transmission, LNG, and pipeline projects. The PF RM will be instrumental in executing on loan growth strategy which will require extensive collaboration with PF Business Development, Project Management, Asset Management, and the broader Institutional Client Group (ICG). This individual will be a seasoned leader with extensive infrastructure, project finance, tax equity, power and energy sector knowledge. This individual will have broad and deep functional expertise, with the demonstrated capacity for collaboration among internal and external interests. The position requires proficiency with U.S. Bank's credit policies and procedures and will be tasked with effectively collaborating and assisting in the ongoing development of credit administration and business line personnel. Other job qualifications include leadership experience, the ability to effectively work as part of a team, strong analytical abilities and strong prioritization skills. To be successful, the PF RM needs to develop strong working relationships within Impact Finance's Project Finance platform as well as with other key stakeholders across USBIF, U.S. Bank and the respective industries. Additionally, the PF RM must be able to combine a high-level strategic approach with the ability to be hands-on in executing tasks needed for the success and growth of the business. ESSENTIAL FUNCTIONS Source and execute quality financing opportunities that will meet or exceed loan origination and loan fee targets or overall revenue objectives Execute and negotiate credit agreements, depositary agreements, and other loan transaction documents in coordination with outside legal counsel and, as applicable, other U.S. Bank product areas Work closely with PF Business Development, Credit Risk and Portfolio Risk Management on term sheet approvals, credit approvals, and managing risk limits for loans Direct legal counsel and other third-party providers to identify risks and ensure compliance with U.S. Bank's legal and credit requirements Support syndications and capital markets to maximize sale side opportunities for both tax equity positions and loans Serve as subject-matter expert as a component of marking activities (panel presentations) and internally for the U.S. Bank enterprise Guide, coach and develop team members, and manage the team's ability to work effectively with other departments and collaborate for the good of the organization. Basic Qualifications Bachelor's or Master's degree in finance, accounting or other related field Typically 10 or more years of banking experience Preferred Skills/Experience Ten or more years of banking and/or project finance experience. Experience and general knowledge of renewable energy finance including tax equity investing. Experience with traditional power, transmission , pipelines, and LNG. Considerable communications skills and public-speaking abilities Strong leadership skills and proven ability in motivating employees and promoting teamwork. Excellent interpersonal, leadership, management, and teamwork skills. Highly motivated self-starter with excellent time management skills and the ability to effectively manage multiple priorities and timelines. High level of independent significant decision-making ability. Ability to quickly identify risks and determine reasonable solutions. Demonstrated ability to motivate others in a high-stress environment to achieve goal. Ability to effectively communicate and resolve conflicts by both oral and written communication to both internal and external clients. Ability to adapt to a dynamic and evolving work environment. Well-developed analytical and problem-solving skills. Strong operational acumen. LEADERSHIP SKILLS Ability to lead a team in planning, organizing, and managing multiple projects and priorities to accomplish deadlines. Ability to communicate effectively, both orally and in writing, with groups and individuals, at various levels. Ability to delegate duties and assignments in order to achieve objective. Skill in developing policies and procedures designed to meet the goals and objectives of the organization. Skill in the preparation and presentation of ideas and information in both formal and informal settings. Experience and knowledge of the principles and practices of management and employee development. ANALYTICAL SKILLS Ability to think critically to solve problems with rational solutions. Ability to react and make decisions quickly under pressure with good judgment. TECHNICAL EXPERTISE Strong project finance and energy market experience. Familiarity with partnership and accounting structures. Location Expectations The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $143,905.00 - $169,300.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 4 weeks ago

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Bain Capital Public Equity, L.P.Boston, MA

$125,000 - $145,000 / year

BAIN CAPITAL OVERVIEW: With approximately $205 billion of assets under management, Bain Capital is one of the world's leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit & Capital Markets, and Real Assets. Today, our team includes 1,880+ employees in 24 offices on four continents. We partner differently to help people and companies embrace possibility and realize potential. Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that unlocks breakthrough insights. Our people are the heart of our advantage. Colleagues at all levels have a seat at the table as they tackle business challenges with a principal investor mindset. By asking incisive questions, respectfully challenging one another, and remaining intellectually agile, we work together to achieve exceptional outcomes. TECH OPPORTUNITIES OVERVIEW Bain Capital Tech Opportunities ( https://www.baincapitaltechopportunities.com/ ) is an affiliate of Bain Capital established to invest in growing technology businesses. We partner with exceptional entrepreneurs and management teams to help them succeed through critical phases of growth and expansion. We provide flexible capital, strategic and operational resources, and deep industry expertise backed by the global reach of the Bain Capital platform. Tech Opps focuses on large and growing end markets: application software, infrastructure and cybersecurity, healthcare IT, and fintech and payments. The fund targets companies with innovative or disruptive technology and supports their transformational growth. Investments are deployed globally and across a broad array of archetypes, including mid-market control buyouts, late-stage growth capital, tactical opportunities, and cross-platform investments alongside other parts of Bain Capital. OPPORTUNITY We're seeking a Finance Manager to lead funds accounting oversight, investor reporting and operational finance for Bain Capital Tech Opportunities. You will review and validate financial statements and reporting produced by our third-party fund administrator, own audit coordination, and partner with deal teams and Investor Relations to deliver accurate, timely financial reporting and strong controls. Success in the first 6-12 months includes consistent, timely financial reporting with clear reconciliations, a smooth year-end audit, and delivery reporting automation or process improvement projects. POSITION OVERVIEW Great opportunity with room to grow career wise in a fast paced/high achieving fund at Bain Capital. Will have exposure to and collaborate on all aspects of finance/operational functions of Bain Tech Opportunities funds (currently 3 funds). Primarily responsible for the oversight, preparation, review, and participation in the following activities for Tech Opps Business Unit: Review of quarterly NAVs and capital reporting to investors. Review quarterly financial statements, management fee and carry calculations, as well as other deliverables for investor reporting. Manage year-end audit process with outside accountants and facilitate related requests. Manage third party fund administrator on all aspects of reporting/operations. Oversight of cash availability and fund flows. Work with deal staff and CFO to assist in the preparation of quarterly portfolio company valuations & prepare summarized data for the Valuation Committee. Respond to requests and inquiries of limited partners and their representatives. Review and analyze portfolio company financials in preparation for quarterly portfolio review meetings Work with Investor Relations in preparation of presentation materials, information posted to investor website, DD requests and fundraising documents. Analysis of various fund activities to ensure compliance with partnership agreements. Work with the Finance team and CFO on projects to enhance the product of the team, department and firm. Other ad hoc responsibilities. GENERAL QUALIFICATIONS 8-10 years' experience at an Investment Advisor and/or public accounting role preferred. Private and public exposure a plus. Excellent project management and organizational skills; ability to effectively prioritize multiple projects with the highest attention to detail. Creative problem-solving ability and sound judgment. Strong interpersonal skills with capacity to interact with all levels. Team player. EDUCATION Four-year college degree with a strong academic background. Major in accounting, finance or related degree required preferred. CPA, CFA or equivalent qualification a plus. Compensation: Expected Annual Base Salary $125,000 - 145,000 Actual base salary will be determined by a wide range of factors including but not limited to role, function, level, experience, qualifications and geographic location. In addition to a competitive base salary, this position may be eligible for a discretionary annual bonus based upon factors such as individual impact, team and firm performance. Bain Capital offers a competitive benefits package designed to support employees' health, financial security, family needs, and overall well-being. Bain Capital is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Posted 30+ days ago

Oaktree Capital Management logo

Senior Associate, Asset Backed Finance

Oaktree Capital ManagementNew York, NY

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Job Description

Our Company

Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 24 cities worldwide.

We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture.

The Oaktree ABF strategy:

Oaktree Asset Backed Finance ("ABF") is a recently formed strategy which invests in pools of contractual assets, or "assets", such as loans, leases, receivables, mortgages and licensing agreements, which may or may not reference property or other hard assets. Asset categories include corporate, consumer, real estate, transportation, equipment, infrastructure, energy, intellectual property and other esoteric types. On behalf of ABF funds and clients, Oaktree

  • Purchases, or commits to purchase, assets, with or without leverage
  • Lends, or commits to lend, secured by assets, in a senior or mezzanine position
  • Insures, or provides capital relief against, assets
  • Provides essential capital to a business primarily engaged in the origination and servicing of assets

While Oaktree has significant experience successfully investing client capital in ABF opportunities as a sub-allocation to existing funds, Oaktree ABF represents Oaktree's first client offering dedicated to ABF. Based on the expanding ABF opportunity set and client demand, Oaktree ABF has grown and is expected to grow significantly. Oaktree judges ABF Strategy's success and value by outcomes delivered to clients, consistent with or exceeding expectations, over the medium and long term.

For additional information please visit our website at www.oaktreecapital.com.

Responsibilities

The ABF Senior Associate will specifically support senior ABF investment professionals in the New York and London offices and will contribute to all phases of the investment process, from sourcing, through decision points, to investment realization.

  • Recognizing that Oaktree sources opportunities and leads through a variety of internal and external channels, the ABF Senior Associate will follow up on introductions and inquiries of potential relevance to the ABF strategy.
  • Collect, evaluate, organize and summarize initial information which accompanies an ABF opportunity such as teasers, pitch decks, meetings or emails.
  • Participate in calls, virtual meetings and in-person meetings with asset originators, borrowers, sellers and their respective advisors, taking careful notes.
  • For those opportunities determined to be potentially attractive for Oaktree funds and clients, lead or participate in diligence, negotiation of terms and documentation, building models and preparing investment memoranda for consideration by the ABF investment committee.
  • Gain familiarity with Oaktree's various pools of capital available for ABF investments, including the constraints imposed by fund investment guidelines, capital considerations, regulators and Oaktree's internal policies and procedures.
  • Present information about investments, both actual and considered, to partners such as clients, prospects, financing providers and co-investors. Participate in monitoring, surveillance and valuation of existing investments.
  • Train and supervise associates and analysts on the ABF team.
  • Perform other tasks as required.

Qualifications

  • 5 + years relevant experience within asset finance or structuring at an investment bank or investing across securitized collateral types at an investment manager. Individuals with 3-4 years of experience may be considered but at an Associate level role.
  • Strong quantitative background. Facility with Excel and PowerPoint, commensurate with years of experience.
  • Strong experience reviewing financial agreements for relevant business points and finding answers to specific questions.
  • Knowledge of fixed income fundamentals, asset backed finance and securitization, commensurate with years of experience.
  • Experience in executing private asset-backed investments (without relying on an arranging bank to structure the investment) preferred but not required.
  • Experience leading rating process of an asset-backed investment preferred but not required.

Personal Attributes

  • Clever, intellectually curious, resourceful, enjoys solving problems, quick study
  • Driven, productive, responsible, detail oriented, organized
  • Team oriented with high integrity
  • Professional and a strong communicator in a variety of formats
  • Effective teacher and student

Education

Bachelor's degree required.

Base Salary

$170,000

In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education.

Equal Opportunity Employment Policy

Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.

For positions based in Los Angeles

For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

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