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VP, Recovery Legal Strategy
Synchrony Financial 4.4
Cincinnati, OH jobs
Role Summary/Purpose: The VP, Recovery Legal Strategy will lead end-to-end strategy development and analytics for Synchrony's Legal Recovery business, with responsibility for $100-150MM annual recovery income / net loss impact and $30-35MM expense budget. This role is accountable for delivering superior business performance through innovation and advanced analytics across the entire Legal Recovery process lifecycle. The VP develops, executes, and continuously optimizes strategies to maximize net loss reduction within budget and to ensure regulatory and compliance excellence. Collaborating closely with Recovery Operations, Legal, Compliance, Fair Lending Technology, Finance, and Business Intelligence / Reporting, this leader drives top-tier results through rigorous analytics and continuous business transformation. The person in this role will also be backup for the VP, Recovery Debt Sales Strategy role.
Our Way of Working
We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home, near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events.
Essential Responsibilities:
Own the development, testing, execution, and ongoing optimization of legal recovery strategies for all Synchrony businesses / platforms, clients and products, including segmentation, legal vs. non-legal channel optimization, legal channel management, and post-judgment recovery including dormant (non-performing) judgment strategies.
Lead advanced analytics and predictive modeling initiatives (e.g., CHAID/CART, champion-challenger testing) to enhance legal recovery effectiveness, profitability, and efficiency.
Lead rigorous business case development, risk assessment, implementation, and validation of all new or modified strategies, ensuring swift and successful rollouts.
Develop a transformational legal recovery strategy vision and multi-year roadmap. Lead discussions with executives to ensure they understand and support the future state vision and roadmap. Conduct benchmarking and industry research to identify legal strategy and operational best practices.
Actively manage a portfolio of legal recovery strategies, including tracking performance and providing regular updates to senior management and to other stakeholders.
Drive cross-functional partnerships with Recovery Operations, Legal, Compliance, Fair Lending, Business Intelligence / Reporting, Model Development, external law firms, and other stakeholders to ensure aligned, effective, and compliant execution.
Monitor legal recovery performance, capitalize on opportunities to improve liquidation rates, operational efficiencies, accuracy, and cost management.
Ensure strict compliance with all applicable laws, regulations, regulatory guidelines and company policies; proactively prevent, detect, and remediate any Legal Recovery strategy issues.
Develop, implement, and maintain robust documentation, controls, and governance for all legal recovery strategies / non-model tools (NMTs); lead legal strategy support for second line reviews, internal audits and regulatory exams.
Perform other duties and/or special projects as assigned.
Qualifications/Requirements:
Bachelor's degree in a quantitative major (e.g., STEM, economics, business); in lieu of a degree 11+ years of strategy, analytics, collections/recovery, risk, or legal/recovery management experience.
8+ years of strategy, analytics, collections/recovery, risk, or legal/recovery management experience.
5+ years of experience with data analytics and segmentation platforms (e.g., SAS, SQL, Python/R, CHAID / CART decision tree software).
Desired Characteristics:
3+ years of experience leading legal recovery strategy, attorney management, or litigation recoveries in the financial industry (preferably for a credit card issuer).
Expertise in legal/regulatory frameworks impacting recoveries (FDCPA, Fair Lending, UDAAP, etc.).
Demonstrated success developing and executing strategy, testing protocols, and delivering measurable results in a regulated financial services environment.
Experience managing processes, risks and controls.
Exceptional communication, cross-functional leadership, and executive influencing skills.
Outstanding project management, organizational, and change leadership abilities.
Advanced degree (Master's or JD) preferred.
Grade/Level: 12
The salary range for this position is 135,000.00 - 230,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
Eligibility Requirements:
You must be 18 years or older
You must have a high school diploma or equivalent
You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Our Commitment:
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
Reasonable Accommodation Notice:
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time
Job Family Group:
Credit
$121k-164k yearly est. 20h ago
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VP, Collections Strategy Delivery Leader
Synchrony Financial 4.4
Cincinnati, OH jobs
Role Summary/Purpose: Synchrony is looking for a dynamic and innovative leader capable of rethinking existing processes and working smarter to deliver the design, testing, implementation and validation of collections and internal recovery contact strategies for all of Synchrony's platforms (businesses), clients and products. In 2025, the Collections Strategy Delivery team triggered >1 billion customer communications (emails + SMS / text + calls + letters). The VP, Collections Strategy Delivery Leader is also responsible for supporting strategic initiatives (including new client introductions, new product introductions, conversions, deconversions) and for critical, regulatory sensitive sub-processes such as right to cure, delinquency-based closure, and delinquency-based charge-offs. The role is responsible for leading and developing a global team of 36 employees (19 U.S. and 17 India). This role reports to the SVP, Collections & Recovery Strategy within the Credit organization.
Essential Responsibilities:
Design, test, implement and validate collections and internal recovery contact strategies for the email, SMS / text, phone (dialer, dialer messaging, outbound IVR) and letter channels. The scope may be expanded to include implementation of other collections contact strategies (e.g., skip). The Collections Strategy Delivery team utilizes multiple platforms and tools including Fiserv, Rules, Strategy Manager (Experian PowerCurve), SAS, Jira and Tableau and works with several internal teams and vendors.
Lead the capacity management and prioritization of all Collections Strategy Delivery work and communicate to key stakeholders. Create and implement robust and transparent prioritization and scheduling processes that enable customers to understand available capacity, prioritize new work and obtain accurate scheduled implementation dates.
Lead Collections Strategy Delivery support for strategic initiatives (including new client introductions, new product introductions, conversions, deconversions) and infrastructure initiatives (e.g., cloud migrations for system of record and analytics). For conversions, the team owns all collections-related mapping and coding.
Develop future state vision, roadmap and organizational design to reach future state, review with management and key stakeholders, and then drive implementation with regular progress reviews.
Lead Collections Strategy Delivery work for Synchrony Prism including (1) how to get new scores and attributes from source systems to decisioning platforms faster and (2) process automation opportunities.
Own the Level 3 (L3) Collections Strategy Delivery process including validating Critical to Compliance (CTC) mapping and updating the Risk Assessment Questionnaire (RAQ) and Process, Risks & Controls Self-Assessment (PRCSA). Prevent, detect and remediate issues.
Ensure accounts are closed due to delinquency and charged-off in accordance with Synchrony credit policy.
Own and manage the implementation and execution of global exclusions for all collections work strategies.
Lead the development / build and validation of all new collections strategy emails.
Own collections queue management (~900 different queues utilized by collections process owners and strategies). Responsible for reclassification and site placement of all delinquent accounts.
Develop and run daily exception reports to ensure collections strategies are being executed correctly and partner with business and IT to investigate and resolve any production issues.
Provide “expert case” support that includes researching any questions or potential issues identified by Collections Strategy, Recovery Strategy or other teams.
Identify, prioritize and sponsor process improvement projects.
Ensure robust governance, processes and controls are in place. Ensure compliance with applicable laws, regulations and company policies including for complex, regulatory sensitive processes such as right to cure, delinquency-based account closure and delinquency-based charge-off.
Partner with Legal, Compliance, Fair Lending and other groups to complete gap assessment for new laws, regulations and regulatory guidance and, if necessary, lead and implement changes to ensure compliance.
Ensure design, test, implementation and validation processes are reliable, sustainable, repeatable and auditable. Ensure team has documented procedures and job aids, robust change control, separate development and validation resources, and proper automation/code documentation & controls. Support regulatory exams, internal audits and second line of defense reviews as required.
Lead selection of development methodologies, processes, tools (e.g., Jira) and infrastructure.
Serve as business customer for all Strategy Manager (Experian Power Curve decision engine) upgrades and changes, including coding, testing, and validating all application changes.
Monitor daily collections inventory and investigate and resolve any issues (ex. sudden unexpected changes in dialer download volumes).
Manage closed loop feedback process to make Collections Operations team aware of any associate errors that cause accounts to be misdirected.
Perform other duties and/or special projects as assigned
Qualifications/Requirements:
Bachelor's degree with a minimum 10+ years of financial services or collections experience or, in lieu of a Bachelor's degree, 14+ years of financial services or collections experience
5+ years of management experience
Ability and flexibility to travel for business as required
Desired Characteristics:
Credit card or unsecured consumer lending experience
Collections experience
Experience managing software development, coding or configuration
Experience with agile software development or agile project management
Experience as a manager of managers
Experience managing global multi-site teams
Demonstrated ability to build and lead high performing teams
Strong leadership with the ability to manage tight deadlines with a process focus
Strong relationship building, communication (verbal, written) and influencing skills; must be able to communicate with and influence executives
Process ownership and issue management experience
Grade/Level: 14
The salary range for this position is 170,000.00 - 290,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
Eligibility Requirements:
You must be 18 years or older
You must have a high school diploma or equivalent
You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Our Commitment:
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
Reasonable Accommodation Notice:
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time
Job Family Group:
Credit
$121k-164k yearly est. 20h ago
Chief Financial Officer
Kentucky Society of Association Executives Inc. 3.5
Washington jobs
The American Association for Justice (AAJ) works to preserve the constitutional right to trial by jury and to make sure people have a fair chance to seek justice when they are injured by the negligence or misconduct of others - even when it means taking on the most powerful corporations.
AAJ is seeking a Chief Financial Officer (CFO) for its Finance department. The CFO is responsible for providing strategic and day-to-day financial leadership and vision to AAJ and its related organizations. The CFO oversees the Finance team in accounting operations including responsibility over accounting, accounts payable, accounts receivable and payroll. The CFO also ensures that AAJ has the financial systems, controls, and procedures in place for meeting compliance requirements and to support the association. The CFO is a member of the senior management team, reporting to the COO, and is the senior staff liaison to the Association's Audit, Budget, and Retirement Committees.
Essential Duties
Oversees financial data and presents financial reports in an accurate and timely manner; clearly communicates monthly and annual financial statements; monitors progress and changes and keeps senior leadership, officers, and committees abreast of AAJ's financial status.
Provides timely and accurate information to the officers of the Association, Budget Committee, Executive Committee, AAJ Board of Governors. AAJ PAC Board of Trustees, and Endowment Board.
Oversees investments of funds for all organizations.
Provides senior leadership as staff liaison to the Association's Audit, Budget, Endowment, and Retirement committees.
Manages organizational cash flow forecasting and establishes finance and administrative systems to support program operations.
Maintains internal control and safeguards receipt of revenue, costs, program budgets, and actual expenditures.
Oversees all accounts, ledgers and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements.
Designs, establishes, and maintains an organizational structure and staffing to effectively accomplish the department's goals and objectives.
Oversees annual insurance renewal in conjunction with the Director of Human Resources.
Oversees Controller and Finance team for the annual audit of all organizations.
Oversees preparation of tax schedules for completing Form 990 and related schedules.
Maintains positive and productive working relationships with all departments, Officers, committees, and Board of Governors.
Leads AAJ's senior staff, officers and budget committee in the annual budgeting and planning process.
Oversees all financial plans with comparison to actual results with a view to identify, explain and correct variances as appropriate.
Ensures compliance with federal and state regulatory and reporting requirements.
Serves as a member of the senior management team in the strategic planning process.
Assesses the organization and recommends potential changes to drive a more efficient and cost-effective finance function.
Reviews and approves all contracts that have a financial impact on the organization and ensures that management is aware of the financial implications of entering into those contracts.
Manages relationships with the external investment advisors, brokers, and banks, as well as other advisors to assist in the organization's financial and legal affairs.
Qualifications
B.S. degree in accounting required. CPA required.
Minimum of 15+ years of experience at Director and/or Controller level preferred and supervisory experience of Finance team required.
Non-profit association experience required.
Exceptional knowledge of financial practices and procedures; experience with public accounting preferred.
Experience working with and managing volunteer boards and committees.
Forward thinking and big picture oriented.
Strong systems management skills with experience implementing financial software systems.
Strong communication skills.
Must successfully pass a criminal background check.
Salary Range:$220,000 - $260,000
Benefits and Perks for Working with AAJ:
Hybrid work schedule, onsite Tuesday through Thursday and 100% remote work for the month of August (for most employees)
Comprehensive health insurance which includes, medical, dental, vision, life, disability, flexible spending account (FSA), and 401K with an employer match
Generous paid leave (e.g., vacation, sick, personal, parental), 11 federal holidays, and paid time off between Christmas and New Years
Subsidized metro transit and/or parking benefits
Professional development opportunities
Company social events
Office conveniently located ½ block from Gallery Place/Chinatown metro station in downtown Washington, DC
AAJ is an Equal Opportunity Employer. No phone calls please!
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$220k-260k yearly 3d ago
CFO for Global Conservation Nonprofit - Hybrid
Accounting & Financial Women's Alliance 4.2
Lisle, IL jobs
A leading nonprofit organization seeks an experienced Chief Financial Officer to provide strategic financial leadership and oversight of core functions, including finance, legal, and risk management. The CFO will support a diverse revenue stream and oversee a significant fundraising campaign. Candidates should have a strong background in nonprofit finance and a commitment to the organization's mission of enhancing communities through tree conservation.
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**About this role**
The Private Markets Finance & Strategy team partners with Investment Businesses and Enterprise Leaders across BlackRock to drive long-term, margin-accretive growth in our rapidly expanding Private Markets Platform. The team sits at the intersection of Corporate Strategy & Development and Financial Planning & Analysis (FP&A), blending strategy, finance and execution skillsets. We collaborate closely with leadership of our Infrastructure, Private Credit, Private Equity and Real Estate businesses to translate the enterprise-level vision and strategy into business-level execution plans, short- and long-term budgets, forecasts, insightful metrics and financial analysis that drive business decisions.
We are looking to further strengthen the team with a Vice President, Private Markets Finance & Strategy who will operate at a platform level, working on initiatives and financials across all businesses and asset classes. The VP will contribute to some of the firm's highest and most dynamic growth priorities. The ideal candidate has an affinity for both enterprise-level strategy projects and deep financial analysis. Paired up with project management and senior stakeholder management skillsets, the VP will drive strategy and FP&A initiatives from ideation through execution.
**Responsibilities:**
+ Contribute to the development of Private Markets growth strategies, business plans, budgets and financials both on an enterprise and individual business level
+ Partner with senior management and work 'hand in hand' with investment business leaders and COO teams to translate strategy (e.g., channel strategies, product development) into business goals, execution plans, financials and identify milestones, investment needs and measures of success
+ Be a 'quarterback' between strategy and finance to ensure that business and financial goals are fully in synch across budgeting and strategic planning processes
+ Work closely with FP&A partners to develop and leverage financials, forecasts and insights that underpin strategy, initiatives and drive decision making (e.g., business cases, reporting dashboards)
+ Act as a program and transformation manager to lead and support the execution of FP&A and strategy initiatives, (e.g., developing new strategies, transforming finance processes, conducting benchmarking based on competitive insights)
+ Gather, synthesize, analyze and present market and financial data in support of projects and initiatives
+ Act as strategic and trusted advisor to investment business leaders by being a 'student of the markets and leveraging deep Private Markets expertise, insights on the latest trends and competitive intelligence
+ Communicate strategic priorities as well as financials to senior to stakeholder groups across the firm via presentations, meetings and written communications and connect dots across the organization through strong relationships
**Development Value:**
+ Unique exposure to BlackRock's Private Markets leadership at the global, regional and business unit level
+ Opportunity to build a brand and drive career development in one of the firm's talent engines
+ A collaborative, inquisitive, and high-performing team culture across the global Finance & Strategy team
**Qualifications:**
+ Bachelor's or equivalent degree with strong record of academic achievement; MBA desirable
+ 5-7 years of relevant work experience in Consulting, Finance, Banking or similar
+ Asset management industry and Private Markets expertise strongly preferred
+ Experience with financial processes, e.g. financial modelling, planning, budgeting, forecasting, reconciliation, reporting and valuation
+ Track record of developing and implementing strategies and driving change through creativity, relationship building, and focused execution
+ Student of the markets; fascinated by how privates markets businesses serve their clients and innovate across all assets classes
+ Commercial and pragmatic leader with high standards and ability to balance speed of execution and high quality of their work product
+ Strong quantitative and problem-solving skills; organized with strong follow through and execution
+ Ability to clearly articulate and present ideas both in written presentations and orally to senior management
+ Experience in navigating complex stakeholder environments and working in cross-functional project teams
+ Relationship-builder with professional, positive demeanor and collaborative orientation
+ Proven expertise in Excel and PowerPoint; experience with TM1 / Cognos a plus
For New York, NY Only the salary range for this position is USD$137,500.00 - USD$194,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$137.5k-194k yearly 5d ago
Remote Fractional CFO, Life Sciences Practice
Escalon Services, Inc. 4.1
Chicago, IL jobs
A business process management company in Chicago is seeking a Fractional CFO for its Life Sciences Practice. This remote role requires overseeing enterprise accounting, providing financial insights to clients, and leading financial planning efforts. Ideal candidates will have over 10 years of financial experience, including at least 3 years as a CFO, with a strong understanding of venture-backed companies. Competitive compensation and flexible work model offered.
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$137k-231k yearly est. 2d ago
CAAS Chief Financial Officer
Boulay Group 3.6
Eden Prairie, MN jobs
We are currently seeking a talented CAAS Chief Financial Officer to join our Client Accounting and Advisory Services department.
Boulay offers accounting and consulting services, integrating business and owner strategies that help clients understand their impact on future success. Our advice comes from a strong focus on serving privately held owner-managed organizations, from start-ups to established small and midsize businesses. Our team specializes in helping to improve day-to-day operations by offering outsourced accounting services, including bookkeeping, controller, and CFO services.
Client-Facing and Technical Work
Provide Strategic CFO consulting functions to CAAS Clients - from client proposal to final work products
Establish and maintain the budgeting, forecasting, cash flow and other long-term financial planning and cost management resources
Manage capital planning, risk management, and the analysis of financial ratios and key performance indicators (KPIs)
Primary point of contact for the client's professional team, including the board of directors, attorneys, insurance and financial experts, banks, etc.
Integrated resource and performance planning, solutions implementation, and management with other business areas (marketing & sales, HR, technology)
Oversee all aspects of Management Reporting and Analysis, as well as other technical work products
Promote business through participation in business development activities
Oversee and manage the budget on assigned engagements Leadership Responsibilities
Be a key member of the overall CAAS practice, supporting a shared vision, coaching and motivating team members, and building a spirit of trust within the team.
Ensure that "best practices" are developed and used within the Transaction Group, including policies, processes, and tools.
Seek new ways and better ideas for accomplishing job and Firm goals
Serve as an Advisor for employees on the CAAS Team.
Required
Bachelor's degree
7+ years of related experience
3+ years of supervisory experience
CPA Licensure
Strong business acumen, along with the ability to identify and prepare business insights beyond basic financial statements
Strong ability to engage in strategic client conversations beyond core financial areas.
Preferred
Experience with QuickBooks
NetSuite and Sage Intact a plus
The annual salary range for this position is: $140,000 - $200,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual's experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.
401(k)
Dental insurance
Disability insurance
Employee assistance program
Flexible schedule
Health insurance
Life insurance
Paid time off
Parental leave
Tuition reimbursement
Vision insurance
Work from home
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$140k-200k yearly 4d ago
SaaS Strategic Finance, Vice President
Accordion 4.3
Chicago, IL jobs
We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation.
If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment.
Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.
Practice Overview
Accordion's Strategic Finance Practice helps Finance teams build capabilities to enhance performance visibility, planning activities, data analytics, and business partnering to enable and accelerate value creation.
By combining extensive operational FP&A experience, data and technology skills, and a proprietary engagement model, we develop and implement tools and processes and deliver solutions that meet the rigor and pace required in a private equity-backed environment.
This position can be based in our New York City, Dallas, or Chicago offices and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.
This position is not eligible for immigration sponsorship.
What You'll Do:
As a Vice President on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues with backgrounds in private equity, investment banking, FP&A, Big 4, and financial controllership, to identify and rectify issues across a broad range of scenarios.
The following representative engagements are emblematic of the type of work you will do as a Vice President at Accordion.
A financial services company recently emerged from bankruptcy and underwent changes in ownership. They need additional visibility into company-wide financial and operational performance. You are brought in to:
Determine data availability and reliability and design a structured process to aggregate relevant data sets that will serve as the foundation of all future reporting
Work with the CFO, PE sponsor, and operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages
Develop a reporting cadence and automated processes that combine sound data flows and insightful KPIs to generate monthly Board and management reporting packages
Train the existing FP&A team to run and own process flows and forecast analysis tools
A higher education enterprise that scaled-up through a series of acquisitions requires a budget plan, better forecasting tools, and insightful analytics to guide decision-making. You are brought in to:
Complete a diagnostic deep dive to identify anecdotes, root causes, and key corrective themes in the existing budgeting and forecasting processes
Quarterback a comprehensive budget plan and process in partnership with FP&A, sales, operations, and senior leadership teams
Build out and maintain 13-week cash flow forecasts by coordinating with the relevant departments within the company
Leverage PowerQuery and PowerPivot for structuring, analyzing, and modeling data within Excel; despite back-end complexity, deliver reports that remain user friendly for the CFO, FP&A team, and other relevant stakeholders
Following the acquisition of three stand-alone businesses, a PE sponsor has identified the need to consolidate operations and establish a singular finance function that will own budgeting, financial reporting, bank reporting, and new CFO onboarding, in order to realize the synergies identified in their investment thesis. Get ready to:
Design a singular finance function that can serve all three businesses; including headcount, budget, and specific roles and responsibilities for each member of the team
Assist in developing highly detailed, week-by-week training plans for each team member
Select and implement a robust ERP solution which meets the needs of the newly combined business
Build analytical tools and create template reporting
You Have:
Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus
Minimum 6 years of experience at a top tier private equity firm, investment bank, and/or consulting firm working with SaaS and Software companies
High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation
Proven ability to leverage Excel and other tools (e.g. PowerBI) to manage, simplify, analyze, and present large and complex datasets
Transactional finance experience, as well as an understanding of operational finance
Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner
Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues
An ability to work collaboratively and independently in a team-oriented environment, understanding how to take initiative and seek guidance when needed in order to advance your projects
You Are:
Excited to be part of a growing team, with a focus on driving future growth
Prepared to assist with the build out and execution project deliverables for Software and SaaS companies, including the development of bottoms up annual budgets and forecasts driven by core operating levers and metrics such as ARR, bookings, retention, and headcount
Passionate about delivering exceptional client service
Knowledgeable about the relationship between private equity sponsors and their portfolio companies, particularly within the office of the CFO
Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
A self-starter with a strong work ethic
Full of entrepreneurial spirit and comfortable in a fluid, flat organization
Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
A team player, able to work with team members across all levels
Someone who enjoys mentoring others and doing meaningful work
A leader of others; you lead by example
The annual salary for this role ranges from: $153,000 to $210,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.
Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
#LI-VL1
$153k-210k yearly 1d ago
Vice President, Portfolio Management - Transition, BlackRock Global Markets (BGM)
Blackrock 4.4
New York, NY jobs
**About this role**
**About Us**
BlackRock is a world-class provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors. BlackRock offers a range of solutions - from meticulous fundamental and quantitative active management approaches aimed at increasing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares ETFs.
BlackRock's Transition Management team helps institutional clients restructure their investment portfolios, acting as a bridge between their existing and desired allocations.
A transition can be anything from a manager change to a full-scale plan merger. We deliver a modern approach to project management, portfolio risk management and trade execution to help clients reduce costs and minimize risk during periods of significant portfolio turnover. We deliver the best of BlackRock's expertise in risk management, trading and technology directly to clients.
Our team runs more than 200 transitions a year from offices in London, New York, San Francisco, Tokyo and Hong Kong with a focus on large multi-asset portfolio restructures. We have over 50 transition professionals globally and offer one of the industry's most comprehensive transition management platforms. Our clients include central banks, sovereign wealth funds, public pension plans, corporate retirement plans and other institutional investors.
**Role and Responsibilities**
We are looking for a portfolio manager to join our US transition management team. The Transition Portfolio Manager is one of two functions that co-own successful implementation of a client transition. Specifically, they are responsible for the investment risk inherent in each transition. From crafting the trade strategy, directly managing each portfolio's exposures and positions, and serving as the client's go-to resource for understanding current market liquidity conditions, active portfolio exposures, and how these factors tie into the transition outcome.
You will partner closely with BlackRock's equity, fixed income, and FX traders across all regions and develop expertise in these markets. We provide full service for clients, from account set up to trade execution and performance attribution. As such, this is an outstanding opportunity to gain exposure to every stage of the asset management business. Specifically, you will:
+ Manage portfolio construction and positioning during live transition assignments. Preparing orders and sending them to our Global Trading team, partnering with them to oversee execution and exposure management. This includes equities, fixed income, currency and futures/forwards.
+ Develop efficient trading and hedging strategies, with detailed execution plans.
+ Prepare and present pre-trade analysis reports that clearly explain the proposed strategy and detail the expected transaction costs and risk.
+ Engage with clients throughout the course of a transition to communicate market conditions, transition progress, and portfolio performance.
+ Stay abreast of and research the applicability of new sophisticated trading mechanisms, strategies, risk tools and liquidity sources to help evolve our product.
**About You**
Ideally to be successful in this role, you have:
+ 5+ years of experience in the Financial Services industry, in portfolio management, trading, transition management, or a related function.
+ A passion for and strong understanding of: capital markets, financial instruments, portfolio hedging and optimization, and multi asset allocation strategies.
+ Deep knowledge of transaction cost and portfolio risk analytics.
+ Excellent interpersonal skills and a track record of teamwork and collaboration including a willingness to develop talent within the team with a mentorship approach.
+ Ability to multi-task, prioritize contending demands in a fast-paced environment and are driven.
+ High energy, curiosity, problem solving mentality, and attention to detail.
+ A strong propensity for technology and an entrepreneurial eye towards innovation in processes and workflows.
+ Familiarity with a programming language such as Python, or willingness and desire to learn.
For San Francisco, CA and New York, NY Only the salary range for this position is USD$155,000.00 - USD$210,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** .
We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$155k-210k yearly 1d ago
Vice President, Corporate Development
Blackrock 4.4
New York, NY jobs
**About this role**
BlackRock's Corporate Strategy and Development group is responsible for supporting the firm in positioning BlackRock to generate robust, long-term growth and shareholder value creation. Our Corporate Strategy team formulates and executes enterprise-level vision and strategy, informs business-level strategies, and drives large multi-functional, cross border assignments and initiatives for the firm. Our Corporate Development team is responsible for realizing enterprise- and business-level strategic priorities inorganically by sourcing, assessing, and executing acquisitions, divestitures, joint ventures, strategic investments, and partnerships.
As a Vice President in Corporate Development, you will help drive BlackRock's inorganic strategy in support of the firm's long-term growth priorities. You will be an integral part of the team, contributing to some of the firm's most impactful and dynamic projects.
**Primary responsibilities:**
+ Contribute to the evaluation of business opportunities globally including acquisitions, divestitures, joint ventures, strategic investments, and partnerships based on BlackRock's firm-wide strategic priorities
+ Act as a trusted advisor and partner to senior management and business unit leaders to determine strategic objectives and identify inorganic opportunities to meet these goals
+ Lead and manage project teams driving the evaluation and analysis of transactions across asset management and financial technology industries
+ Quarterback the cross-functional due diligence process in partnership with business unit leaders, internal functional experts, and outside advisors to support execution of transactions
+ Ability to own financial modeling and valuation analyses to assess synergy capture, returns on invested capital, pro forma financial statement impact, and shareholder value creation analysis
+ Contribute to the negotiation of transaction terms and structure
+ Synthesize data into high-quality presentations and written communications for senior leadership and executives
+ Develop and maintain industry and competitive intelligence
+ Drive a collaborative and supportive work environment, actively serving as a team leader through recruiting, managing, and mentoring team members
**An ideal candidate will demonstrate:**
+ A passionate interest in financial markets and the asset management industry
+ A desire to work in a high-energy environment with a dedicated commitment to excellence
+ An ability to work as a team player, accept substantial individual responsibility, and proactively create value for the team
**Qualifications:**
+ Bachelor's or equivalent degree with strong record of academic achievement; MBA desirable
+ 4-7 years relevant work experience; M&A background in financial services, investment banking, and/or private equity desired
+ Strong knowledge of financial institutions including asset & wealth management, banking, insurance, capital markets, and financial technology industries preferred
+ Experience with the end-to-end transaction life cycle, including sourcing, deal structuring, due diligence, negotiations, documentation, and integration
+ Excellent problem-solving, quantitative, and analytical skills alongside strong familiarity with financial statement analysis, valuation, and financial modeling
+ Experience leading and/or contributing to cross-functional project teams
+ Superior communication skills and ability to clearly articulate recommendations to internal and external audiences across all levels of seniority
For New York, NY Only the salary range for this position is USD$137,500.00 - USD$194,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$137.5k-194k yearly 1d ago
Strategic FP&A Principal, Global Ops - Hybrid 4/1
Wellington Management Company 4.9
Boston, MA jobs
A leading investment management firm based in Boston is seeking a Principal for Financial Planning & Analysis. The role involves providing financial insight and operational performance reporting to drive strategic decisions. Candidates should have over 10 years of experience in finance and strong analytical skills. The role supports budgeting processes and enhances financial visibility across the organization. This position offers competitive compensation with a salary range of USD 120,000 - 225,000.
#J-18808-Ljbffr
$107k-143k yearly est. 3d ago
Global Partners Office, Vice President
Blackrock 4.4
New York, NY jobs
**About this role**
The Global Partners Office (GPO) is a newly formed client business group responsible for helping the BlackRock organization deliver differentiated capital and strategic advice to the world's most sophisticated clients as they look to engage more expansively and creatively with fewer providers.
GPO partners cross-functionally to drive client strategy, coordination, and execution of cross-functional partnerships globally for a select set of our largest client relationships. GPO complements BlackRock's existing coverage model to strengthen and institutionalize the firm's C-suite connectivity and drive large commercial opportunities at the highest levels of client organizations.
Role Description
As an integral member of GPO, you will play a central role in deepening BlackRock's firmwide partnership with our most complex and strategically significant clients, including global banks and the world's leading asset owners such as sovereign wealth funds, pensions, and insurers. In this capacity, you will gain direct visibility into the most important strategic, capital, and investment objectives shaping these institutions and help address their most pressing challenges through thoughtful, cross-functional problem solving.
The role provides exceptional exposure to senior BlackRock executives, investment teams, and the firm's highest-priority products and capabilities, including many of our most innovative and future-oriented client offerings. You will develop an intricate understanding of the BlackRock ecosystem, working across businesses, regions, and functions to design and execute enterprise solutions that align with the long-term ambitions of our largest clients. You will join a collaborative, inquisitive, and high-performing team, and be positioned for significant growth as you help shape some of the firm's most impactful client partnerships and commercial outcomes.
Responsibilities:
+ Work on a small,globally-orientedteam with extensive day-to-day contact with senior business leaders and stakeholders across BlackRock.
+ Partner with Executive Sponsorstoidentifycommercialopportunitiesandassign resourcesinthe firm towards those opportunities.
+ Partner with our external counterparts to drive forwardcommercial priorities.
+ Organize executive-level partnership summits for assigned clients alongside ourclient coverage teams.
+ Maintain relationships with key internal stakeholders (e.g.,relationship managers and channel leads) who interact with strategic clients.
+ Convene and lead impactful account planning sessions in order to share client knowledge andconnectthe enterprise around revenue growth opportunities.
+ Guide engagement strategies for BlackRock Global Executive Committee (GEC) members with their counterpart executives at GPO client organizations, own the briefingprocessfor these engagements, and provide input on the agenda and talking points.
+ Help drive strategic C-Suite events and firm-wide initiatives (sometimes on a global scale).
+ Mentor and support the growth of junior team members, with a clear path to leadership and the opportunity to step into a people management role.
+ Assistwith broader business management activities and strategic projects.
Desired Qualifications:
+ 6+ years of relevant experience across capital markets, investments, corporate development, advisory or associated fields.
+ Advanced knowledge and/or experience working withinsurance,banking ororinstitutionalinvestors preferred.
+ Problem solver with an advisory mindset;ability to act as a trusted partner to clients.
+ Commitment to excellence andhigh levelof energy to help scale and enhance this strategic function within the firm.
+ Analytical ability to synthesize information and summarize issueswith robust quantitative skills.
+ Superb attention to detail and ability to effectively multi-task.
+ Effective team player, comfortable working across multiple functions,geographiesand stakeholders, with maturity and judgment in dealing with internal clients.
+ Excellent verbal and written communication skills.
+ Eagerness to learn and understand all aspects of the business, including reporting, communications, and setting and delivering strategic and tacticalobjectives.
For New York, NY Only the salary range for this position is USD$137,500.00 - USD$195,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$137.5k-195k yearly 5d ago
Aladdin Client Experience, Real-Time Trading Support, Vice President
Blackrock 4.4
New York, NY jobs
**About this role**
Join BlackRock as a Vice President supporting real-time trading operations within our fast-growing Aladdin Trader business. This is a unique opportunity to elevate the user experience and support model as part of the Aladdin Client Experience team. You'll collaborate with product and engineering teams to resolve complex technical issues, drive platform stability, and shape the future of trading support through strategic tooling and partnerships.
**Key Responsibilities**
+ Build strong relationships with stakeholders and deliver exceptional support to Aladdin Trader users during production issues.
+ Serve as a subject matter expert (SME), owning issues end-to-end-including follow-ups, recurrence prevention, and proactive monitoring of trading environments.
+ Develop andmaintaina data monitoring layer to enable data-driven client education and engagement.
+ Collaborate with users to understand trading workflows and delivertimely, effective solutions.
+ Diagnose and resolve complex user inquiries,identifyingrootcausesandimplementingremediation strategies.
+ Design and implement proactive monitoring tools to enhance platform observability.
+ Act as a liaison between Client Service, Client Engagement, Implementations, Product Marketing, Engineering, and other internal teams to drive high-impact initiatives.
+ Analyze client inquiry trends and feedback toidentifyproduct gaps and recommend improvements.
+ Lead strategic initiatives to enhance user experience through process optimization and technology enhancements.
+ Continuously developingtechnicalproficiencyacross trading workflows and product capabilities.
**Enhanced Qualifications**
+ 10+ years of experience in real-time trade support in a client- or vendor-facing role.
+ Experience in real-time trading environments, including incident management, latency troubleshooting, and post-trade reconciliation.
+ Strong understanding of market microstructure, order types, and execution strategies across asset classes.
+ Hands-on experience with FIX protocol, including message parsing, session management, and troubleshooting connectivity issues.
+ Proven ability to manage production outages, perform root cause analysis, and communicate effectively with stakeholders under pressure.
+ Experience supporting front-office trading desks, with a deep understanding of trader workflows and urgency in issue resolution.
+ Knowledge of regulatory reporting requirements (e.g., MiFID II, TRACE) and how theyimpacttrading systems.
+ Experience with real-time data feeds (e.g., Bloomberg, Refinitiv, ICE) and market data normalization.
+ Ability to write andmaintaindiagnostic scripts for log parsing, alerting, and automated recovery.
+ Familiarity with CI/CD pipelines and deployment processes in trading environments.
+ Experience with incident tracking and knowledge management tools (e.g., JIRA, ServiceNow, Confluence).
**Technical Skills**
+ Operating Systems: Windows, Linux, virtual compute environments
+ Databases: Oracle, PL/SQL, SQL Server
+ Scripting: Shell, Bash, Python
+ Messaging Systems: IBM MQ, Kafka, Tibco EMS, AMPS
+ Monitoring & Observability: Grafana, Splunk, AppDynamics, PagerDuty
+ Reporting Tools: Power BI, Tableau
For New York, NY Only the salary range for this position is USD$147,500.00 - USD$195,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
A leading consulting firm is seeking a Chief Financial Officer for their Client Accounting and Advisory Services department in Eden Prairie, Minnesota. The role involves providing strategic financial consulting to clients, managing budgets and forecasts, and guiding the CAAS team. Ideal candidates will have over 7 years of experience, CPA licensure, and excellent strategic skills. This position offers a competitive salary and comprehensive benefits including flexible scheduling and remote work options.
#J-18808-Ljbffr
$96k-143k yearly est. 4d ago
Chief Lending & Credit Strategy Executive
Farmers National Bank 4.7
Canfield, OH jobs
A regional financial institution is seeking a Chief Banking Officer to oversee all Credit and Lending divisions. The ideal candidate will have over 15 years of financial executive leadership experience and be responsible for developing strategies to grow the loan portfolio while ensuring compliance and optimizing operations. Strong knowledge of credit policies and excellent communication skills are essential. This leadership role includes coaching staff and aligning departmental goals with the company's strategic vision.
#J-18808-Ljbffr
$133k-197k yearly est. 1d ago
Project Manager III - Operational Resilience
City National Bank 4.9
Newark, DE jobs
*PROJECT MGR III - Operational Resilience Analyst*
WHAT IS THE OPPORTUNITY?
The role of the Project Manager is to plan, execute, and finalize Bank projects according to timelines, milestone events and within budget. This includes acquiring resources, capacity planning and coordinating and motivating all project team members, contractors and or consultants to flawlessly complete project deliverables. Project Managers help define project objectives, scope and requirements; and ensure high levels of development and project execution throughout its life cycle. City National Bank Project Managers must adhere to the CNB Project Management Lifecycle Methodology.
*WHAT WILL YOU DO?*
* Assembles project team, assigns individual responsibilities, identifies appropriate resources needed, and develops schedule to ensure timely completion of project and meeting deadlines of project.
* Participates in meeting activities to identify project goals and gain consensus on project steps, schedule and implementation procedures; fosters cooperation and involvement of support team.
* Interviews colleagues/client to identify and analyze needs; develops project plan and provides input to recommendations for request/problem resolution.
* Identifies internal and/or external resources to ensure successful project completion.
* Monitors development activities relating to meeting project objectives, budget, quality standards and schedule.
* Manages several projects of varying size concurrently and consults with all levels of management which may require coordinating activities across multiple departments and/or divisions.
* Prepares project status reports; makes alterations in project plan as needed.
* Fosters and maintains good relationships with colleagues/clients to ensure that processes are integrated to support expected customer service levels. Acts as business partner by managing expectations and providing guidance and advice throughout project duration.
* Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. FFIEC, Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
* Completes all required training.
*WHAT DO YOU NEED TO SUCCEED?*
*Required Qualifications**
* H.S. Diploma
* Minimum 8 years experience in a project management role
* Minimum 5 years work experience in a bank or financial services
* Minimum 5 years managing an extensive project(s) and/or team(s).
*Additional Qualifications *
* Bachelor's degree preferred
* Must be extremely knowledgeable in all aspects of project methodology, management tools and techniques across all project activities.
* Solid understanding and planning skills in all aspects of a system/business project lifecycle, i.e. enhancements, user requirements, application configuration
* Ability to identify excessive cycle time and/or costs and develop alternative courses of action associated with the project's life-cycle
* Demonstrated trackt record of delivering positive results in project work, including high quality implementations, cost savings, revenue enhancements and within time and budgetary constraints
* Ability to manage resources directly and through cross functional teams
* Full conversant on issues and current trends as they relate to the banking industry's business continuity and operational resilience requirements
* Ability to set and develop strategic goals and techniques for a project and effectively communicate this to all project team members
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $87,027 - $138,965 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$87k-139k yearly 5d ago
Remote Tax Director - Corporate & Startups Practice
Escalon Services, Inc. 4.1
Chicago, IL jobs
A Business Process Management firm is looking for a Tax Director to oversee tax services for multiple clients, ensuring compliance with regulations. The ideal candidate will have 12+ years of experience in a complex tax environment and possess strong technical tax proficiency. Responsibilities include client interaction, mentoring tax staff, and providing technical guidance. This remote role offers various health benefits and emphasizes professional growth.
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$109k-164k yearly est. 4d ago
Project Manager III - Operational Resilience
City National Bank 4.9
Phoenix, AZ jobs
*PROJECT MGR III - Operational Resilience Analyst*
WHAT IS THE OPPORTUNITY?
The role of the Project Manager is to plan, execute, and finalize Bank projects according to timelines, milestone events and within budget. This includes acquiring resources, capacity planning and coordinating and motivating all project team members, contractors and or consultants to flawlessly complete project deliverables. Project Managers help define project objectives, scope and requirements; and ensure high levels of development and project execution throughout its life cycle. City National Bank Project Managers must adhere to the CNB Project Management Lifecycle Methodology.
*WHAT WILL YOU DO?*
* Assembles project team, assigns individual responsibilities, identifies appropriate resources needed, and develops schedule to ensure timely completion of project and meeting deadlines of project.
* Participates in meeting activities to identify project goals and gain consensus on project steps, schedule and implementation procedures; fosters cooperation and involvement of support team.
* Interviews colleagues/client to identify and analyze needs; develops project plan and provides input to recommendations for request/problem resolution.
* Identifies internal and/or external resources to ensure successful project completion.
* Monitors development activities relating to meeting project objectives, budget, quality standards and schedule.
* Manages several projects of varying size concurrently and consults with all levels of management which may require coordinating activities across multiple departments and/or divisions.
* Prepares project status reports; makes alterations in project plan as needed.
* Fosters and maintains good relationships with colleagues/clients to ensure that processes are integrated to support expected customer service levels. Acts as business partner by managing expectations and providing guidance and advice throughout project duration.
* Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. FFIEC, Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
* Completes all required training.
*WHAT DO YOU NEED TO SUCCEED?*
*Required Qualifications**
* H.S. Diploma
* Minimum 8 years experience in a project management role
* Minimum 5 years work experience in a bank or financial services
* Minimum 5 years managing an extensive project(s) and/or team(s).
*Additional Qualifications *
* Bachelor's degree preferred
* Must be extremely knowledgeable in all aspects of project methodology, management tools and techniques across all project activities.
* Solid understanding and planning skills in all aspects of a system/business project lifecycle, i.e. enhancements, user requirements, application configuration
* Ability to identify excessive cycle time and/or costs and develop alternative courses of action associated with the project's life-cycle
* Demonstrated trackt record of delivering positive results in project work, including high quality implementations, cost savings, revenue enhancements and within time and budgetary constraints
* Ability to manage resources directly and through cross functional teams
* Full conversant on issues and current trends as they relate to the banking industry's business continuity and operational resilience requirements
* Ability to set and develop strategic goals and techniques for a project and effectively communicate this to all project team members
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $87,027 - $138,965 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$87k-139k yearly 5d ago
Senior Vice President, Full-Stack Engineer
BNY Mellon 4.4
Pittsburgh, PA jobs
The Bank of New York Mellon seeks SeniorVice President, Full-Stack Engineer in Pittsburgh, PA, to Consult with internal business groups to provide high-level application software development services or technical support. Provide comprehensive senior-level technical consulting to IT management and senior technical staffs. Evaluate compliance with the organization's technology standards. Program well-designed, testable, efficient code. Analyze, design and develop tests and test-automation suites. Develop flowcharts, layouts and documentation to satisfy requirements and solutions. Maintain software functionality and currency (technical debt and gain). Actively participate in code reviews. Integrate software components into a fully functional software system. Apply security and privacy principles. Work with internal business groups on implementation opportunities, challenges, and requirements of various applications. Analyze information and provide recommendations to address and resolve business issues for a specific business group. Guide and consult with IT management and technical staffs regarding use of emerging technologies and associated services. Participate in defining corporate implementation and integration strategies of new technologies.
Remote work may be permitted within a commutable distance from the worksite.
REQUIREMENTS: Bachelor's degree, or foreign equivalent, in Computer Science, Engineering (Any), or a related field, and ten (10) years of progressively responsible experience in the job offered or in a related IT occupation. Ten (10) years of progressively responsible experience must include: Utilizing JMS, Apache and Kafka Message Systems to build resilient batch and real-time Big data ingestion, transformation, and extraction pipelines; Building microservices using Java, Spring Boot, Python, SQL, Oracle, PostgreSQL, and building intuitive user interfaces using HTML, CSS, JavaScript, and Angular; Deploying and managing containerized applications to Kubernetes orchestration framework on-premises and cloud, using Docker, OpenShift and AKS; Developing DevOps CICD pipeline in GitLab using Maven and Pip; Executing application performance monitoring, observability, and logging by utilizing and customizing AppDynamics, Splunk, Grafana, Prometheus and Moogsoft; Developing end-to-end data solutions including data lineage and data governance using Collibra, and data quality using Informatica for data lake and data warehouse systems; and Performing full Agile software development life cycle as per approved architectural patterns, established controls, and enterprise toll gates.
Qualified applicants please apply online at ************************************** and utilize reference code #71880. Please indicate "referral source - advertisement - WEB."
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary/range for this position is expected to be $181,500.00 - $211,000.00 per year at the commencement of employment. Base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will, and the Company reserves the right to modify the base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
BNY is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans.
$181.5k-211k yearly 5d ago
Strategic CFO for Growth & Financial Leadership
Barnes, Dennig & Co 3.1
Cincinnati, OH jobs
A leading accounting firm in Cincinnati, OH, is seeking a Chief Financial Officer (CFO) to oversee financial planning and reporting, manage client relationships, and drive strategic initiatives. The ideal candidate will have over 15 years of accounting experience, with at least 10 years in a supervisory role. This role demands strong interpersonal skills, the ability to manage multiple client engagements, and a passion for client service, offering significant opportunities for professional growth and leadership development in a supportive team environment.
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