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Financial Services
This role involves reviewing appraisals for compliance, assessing credibility, reporting findings, and providing analytical support to manage high-risk borrowing accounts. Responsibilities include policy development, stakeholder collaboration, training program design, and executing strategic initiatives related to credit portfolio management.
Financial Services
The role involves reviewing appraisals, assessing their quality, and providing recommendations for high risk borrowing accounts. It requires financial analysis and maintaining relationships with stakeholders while adhering to banking policies.
Financial Services
Lead FX and STIR trading across G10 currencies during North American hours: price FX, STIR, and cross-currency basis; manage trading book, risk, P&L and position limits; support sales and research, mentor junior staff, identify cross-selling opportunities, ensure compliance, and drive revenue and capital efficiency while optimizing risk-adjusted returns.
Reposted An Hour AgoSaved
Healthtech • Professional Services • Social Impact • Manufacturing
Maintain accurate accounting records and support financial operations including full accounts payable cycle, billing, receivables, payroll processing, reconciliations, sales and use tax filings, month-end close, grant expenditure monitoring, and vendor/credit card administration.
Top Skills:
NetSuite
Professional Services • Security • Social Impact • Utilities
The Director of Finance/Controller will provide strategic financial leadership, oversee accounting operations, ensure compliance, manage budgeting, and mentor financial staff.
Top Skills:
ConcurFinancial Reporting ToolsExcelSage Intacct
Insurance • Financial Services
Senior treasury leader responsible for modernizing treasury operations, cash management, liquidity forecasting, banking relationships, reconciliations, automation, reporting standardization, controls, and building a high-performing treasury team.
Reposted An Hour AgoSaved
Fintech • Financial Services
The Research Associate will support senior analysts in investment idea generation and monitoring, conduct due diligence, and develop financial models.
Top Skills:
Asset ManagementFinancial ModelingInvestment Analysis
Fintech • Financial Services
Lead Wealth Management Finance administrative operations as COO for WM Admin: manage headcount, budgets, forecasting, regulatory and risk plans, departmental communications, talent development, and strategic support to senior leadership while partnering across the firm to implement finance-driven initiatives and ensure operational governance.
Top Skills:
MS Office
Fintech • Financial Services
Support Multi-Asset & Alternatives risk team by researching and measuring risks across multi-asset funds, constructing stress scenarios, performing derivatives and ex-ante risk QC in Aladdin, producing reports, calculating ESG risk metrics, and collaborating with IT to improve data and processes.
Top Skills:
AladdinBarra Portfolio ManagerBarraoneBloombergExcelPowerPointPythonRSQLSungard Apt (Fis Apt)Word
Fintech
Lead ongoing underwriting and portfolio management for Brex's commercial customers. Build and coach a multi-layered credit team, develop portfolio strategies, partner cross-functionally, drive operational excellence, and implement AI-native underwriting and automation to scale credit decisioning while managing portfolio performance and customer relationships.
Fintech
Lead ongoing underwriting and portfolio management for Brex's commercial customers. Develop portfolio strategies, partner cross-functionally, coach managers, drive operational excellence, and implement AI-enabled automation to scale credit decisioning while managing exposure and customer relationships with finance leaders and regulators.
Top Skills:
AIAutomation
Fintech
Lead underwriting and portfolio management for Brex's commercial customers. Develop portfolio strategies, drive operational excellence, build AI-enabled underwriting and monitoring, partner cross-functionally, coach managers, and engage senior finance stakeholders to balance growth and portfolio performance.
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Insurance
Lead ceded reinsurance placement and analysis, oversee treaty renewals and facultative placements, ensure accurate financial and statutory reporting, partner with underwriting/actuarial/accounting/claims, manage broker and reinsurer relationships, drive reporting standardization and system improvements, and provide subject-matter expertise to support strategic reinsurance solutions.
Top Skills:
Data QueriesDatabasesExcelMS Office
Insurance
Process accounts payable transactions across multiple companies, prepare quarterly and annual statement filings, assist with 1099 reporting, process payments (wires/ACH), support reconciliations and administrative accounting tasks while collaborating with cross-functional teams in a fast-paced environment.
Top Skills:
ExcelMicrosoft OutlookMicrosoft WordPeoplesoft
Insurance
The Planning & Reserving Associate supports financial planning and reserving processes, works with data, and collaborates across departments to ensure accurate financial reporting.
Top Skills:
Excel
Information Technology • Software
Execute day-to-day AR and AP activities including invoicing, payment application, collections, vendor invoice processing, reconciliations, month-end close support, audits, and process improvement collaboration across departments.
Top Skills:
AutotaskAvidxchangeBenjpaysCRMErpGreat PlainsHubspotExcelQuickbooksStripeWoocommerce
Information Technology • Professional Services • Consulting • Financial Services
Support internal audit, SOX compliance, and financial audit engagements by testing internal controls, documenting processes, identifying risks, preparing workpapers, and recommending process improvements while communicating with team members and clients.
Information Technology • Professional Services • Consulting • Financial Services
Prepare federal and state tax returns for corporations, partnerships, individuals, and trusts; support tax planning, compliance, and research; maintain organized workpapers and collaborate with team members to deliver client service.
Top Skills:
Cch AxcessCch DocumentCch EngagementCch WorkflowExcelMicrosoft Word
Fintech
Prepare manager oversight memos, annual fund reviews, and monthly status materials. Analyze Vanguard funds and advisors, maintain manager search dashboard, construct background data and memos, recommend process and reporting improvements, write fund commentaries, present market overviews, and support internal partners and special projects.
Fintech
Calculate and maintain accurate client cost-basis data by analyzing historical investment records, corporate actions, and transactions. Reconstruct complex data to resolve discrepancies, verify system-generated calculations, support system enhancements and special projects, and apply Lean practices to improve processes while collaborating cross-functionally.
Fintech
Lead and develop a team of high-net-worth financial advisors to deliver personalized financial planning, complex portfolio management, and exceptional client experiences. Drive team performance, coach advisors, oversee client engagement strategies, monitor book growth and KPIs, ensure adherence to risk controls, and partner with leadership on strategic initiatives.
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