Full-time Description
Cresa believes in providing Advisors with the base of knowledge and guidance necessary to be an effective and productive commercial real estate professional throughout their career. All Advisors, whether experienced or new to the commercial real estate profession, are provided sales training the “Cresa Way” either through written training manuals, mentorship with a senior broker or Managing Principal, involvement in teams and regular training meetings.
Essential duties and responsibilities:
• Quick grasp and understanding of company niche and market advantages offered by Cresa's local office to convey these advantages to prospects
• Heavy prospecting for new client relationships via phone and door-to-door contact and communication
• Learn and sharpen presentation skills to win business
• Office Specific:
o Learn to quickly discern property attributes - their value and how they provide positive or negative consequences for clients
o Learn who the players are in the local market, and develop relationships
o Learn and stay current with market trends, tenant/buyer movement and deal points
o Strongly consider continued education and involvement in commercial real estate organizations and designations
Requirements
Required:
• Excellent communication skills
• Very strong work ethic and desire to work in a sales environment
• Entrepreneurial approach to business-desire to evolve into straight commission compensation
• Ability to work well with others
• Strong math skills and problem-solving capability
• Desire to make real estate a career choice
Education/Experience:
• Have a Real Estate License or plan to obtain it in Pennsylvania
• Bachelor's degree
• 2 years of Office-specific commercial real estate experience preferred
• Valid driver's license
$73k-143k yearly est. 60d+ ago
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Director of Finance
Sage Hospitality Group 4.5
Pittsburgh, PA jobs
**Why us?** When you are looking for a new job, you know in your heart you want to work where you belong. The Renaissance Pittsburgh Hotel, managed by Sage Hospitality, may just be your ideal location. Together we create a friendly, supportive culture that is intriguing and refreshing to those who are seasoned in hospitality as well as those putting their toes in the water for the first time. Let us show you how it's done.
It is an exciting time for the hotel as we are undergoing a significant refresh. Would you like to be part of that journey? If so, this is where you belong!
We are known for pulling out the stops and making dreams come true. There are many moving pieces to the operation. With a passion for heightened hospitality, attention to detail and teamwork you could be the perfect fit.
At Sage we create a culture of belonging. Our team members serve with creativity, and passion. Sage associates execute unforgettable experiences and take pride in our communities. We set new standards in hospitality.
**Job Overview**
The Director of Finance is the financial leader of the hotel. Oversees all areas in finance, especially payroll, budgeting, forecasting and relevant duties. Demonstrates excellent leadership skills and provides accurate and timely financial reports as requested by leadership and corporate. Implements internal control procedures that safeguard leaders, owner, assets and complies with Federal, State and Local regulations.
**Responsibilities**
+ Readily assist in the operation of each leaders department and special projects. Identifies risks and presents solutions that guides leaders in making effective decisions that meets the financial interests of the hotels.
+ Develops annual operating budget, operating plan and financial goals. Achieves budgeted revenues, costs and profits through accounting diligence and expenditure controls and proficient accounting practices.
+ Set written priorities and key objectives for each department head quarterly including action plan and completion date. Follow up to assure successful implementation and follow-through and take corrective action in the event of failure to meet assigned objectives.
+ Monthly forecasting of operating staff and cost expenditures. Business planning in line with forecasted sales and costs including guidance to department heads.
+ Monthly review of financial statement in order to correct problems, assure spending is in line and to plan for future business. Review and approve all expenses in "other expense" categories in all departments. Regularly review all major expenses to assure that monies are wisely expended.
+ Promotes associate moral and loyalty within their department and hotel, leading to reduced turnover. Communicate, counsel and assist in staff development. Visible and available to all associates in accordance with the Company's open door policy. Attend monthly department employee meetings whenever possible.
+ Conduct performance appraisal and personal development plans for management staff. Identify substandard performance of individual managers and outline improvement action, including taking corrective or disciplinary measures.
+ Assure level of experience, knowledge and ability to meet job requirements of all hotel management. Cost Controls Review controls and assure adherence at all times in order to protect the hotel's property/assets.
+ Review sales solicitation activities, room nights productivity and group room rates sold by sales. Review individual productivity and corrective actions are taken. Evaluate market mix and take action in order to best position the hotel for increased business. Involvement in sales solicitation of key accounts by reviewing contracts, meeting with sales department, visit key account contacts in person and by phone.
**Qualifications**
**Education/Formal Training**
A four-year college degree (accounting preferred) or equivalent education/experience.
**Experience**
Experience required by position is five to ten years of employment in a related position with this company or other organization(s).
**Knowledge/Skills**
+ Requires knowledge of all hotel accounting functions performed by the subordinate reporting directly or indirectly.
+ Requires advanced knowledge of the accounting, finance and hospitality professions.
+ Requires ability to analyze activities or information involving some original data manipulation or interpretation to arrive at logical conclusions.
+ Office Management, Bank Reconciliations, Preparation of State and Federal Reports, Training of Accounting staff employees, Conducting or participating in meetings, Analysis of Balance Sheet Accounts, Preparation of Journal entries, closing the books and preparing the Balance, Sheet Package.
**Physical Demands**
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
+ Lifting, pushing, pulling, carrying -limited lifting, pushing, pulling, carrying up to 15-20 lbs. Generally boxes, computer equipment.
+ Bending/kneeling -limited bending/kneeling required when arranging supplies or equipment.
+ Mobility -limited mobility between offices and departments. No continuous standing, climbing or driving.
+ Excellent hearing required to train and interact with management and associates.
+ Excellent vision required to read reports, computer, etc.
**Environment**
Work inside 95% of work period.
**Benefits**
The Perks: Fully Loaded Coverage for the Executive Committee
+ Eligible to participate in Sage bonus plan
+ Unlimited paid time off
+ Medical, dental, & vision insurance
+ Eligible to participate in the Company's 401(k) program with employer matching
+ Health savings and flexible spending accounts
+ Basic Life and AD&D insurance
+ Company-paid short-term disability
+ Paid FMLA leave for up to a period of 12 weeks
+ Employee Assistance Program
+ Great discounts on Hotels, Restaurants, and much more.
+ Eligible to participate in the Employee Referral Bonus Program. Up to $1,000 per referral.
+ Cell phone, parking, and dry cleaning plan
**ID:** _2025-29951_
**Position Type:** _Regular Full-Time_
**Property** **:** _Renaissance Pittsburgh_
**Outlet:** _Hotel_
**Category:** _Finance & Accounting_
**_Address_** **:** _107 6th St_
**_City_** **:** _Pittsburgh_
**_State_** **:** _Pennsylvania_
EOE Protected Veterans/Disability
$80k-110k yearly est. 17d ago
Senior Financial Business Analyst - Underwriting
Commercial Real Estate 4.3
Ambler, PA jobs
Are you looking for an opportunity to make an impact and shape the future of the commercial real estate (CRE) industry?
The Senior Financial Business Analyst (SFBA) will be responsible for coordinating the project activity associated with developing templates for multiple stakeholders at the Company, including but not limited to mortgage banking, underwriting, and investment sales. The SFBA will work closely with the Global Production Operations (GPO) Excel team to ensure templates, checklists, and user guides are timely and accurately updated. In addition, the SFBA will work with the Production Operations team to complete projects and analysis related to the GPO, Marketing and Research Center (MaRC) and corporate Marketing teams.
Innovation meets excellence at Berkadia, where we give you the space you need to create and allow your ideas to flourish. We are leading the evolution of CRE, and can't do that without innovators who are driven by curiosity and are willing to challenge the status quo as they chart their career path - and Berkadia's future. Be Part of Building the Next. Be Berkadia.
We Innovate to shape the future of CRE, so in this role you will:
Responsibilities:
Serve as a liaison between internal stakeholders and the GPO Excel team to determine template needs and objectives.
Capture business requirements and template bugs in team logs and drive users to complete acceptance testing promptly to avoid workflow backlogs.
Communicate template status and provide testing support to clients, performing regular testing of templates when coding changes are made.
Follow up and manage template project tasks, prepare and edit “How to Guides” for templates, and coordinate with external vendors for template creation when necessary.
Track vendor time for accurate billing, manage the successful operation of the Production Resources website, and run quarterly Production Resources Governance Committee meetings
Other duties as assigned.
We Stand for Excellence, so to achieve success in this role you should have:
Preferred Qualifications:
Previous experience managing multiple simultaneous projects, including maintaining project tasks, coordinating work efforts of others, and meeting deadlines.
Specific experience with MS Excel, including developing spreadsheets, creating macros, creating pivot tables, and performing financial commands.
Preferred experience in analyzing property financial statements, preparing metrics, and performing valuations.
Strong written and verbal communication skills.
Bachelor's degree or equivalent
3+ years of experience in a similar position
We believe People Matter, so we offer benefits that go beyond:
Monthly paid volunteer hours and donation matching to benefit our communities
Employee Resource Groups that help you grow with us
Fertility and family planning services
Up to 12-weeks of fully paid parental leave
Mental health care, including free counseling sessions:
We'll help fund your learning journey with generous tuition reimbursement
Pet insurance discounts
And more!
Be Part of Building the Next. Be Berkadia.
#LI-HG1 #LI-HYBRID
Berkadia, as an equal opportunity employer, celebrates our employees' unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.
In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact ******************************.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
$73k-105k yearly est. Auto-Apply 6d ago
Analyst - Asset Management
JLL 4.8
Pittsburgh, PA jobs
JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
The Analyst will collaborate with Asset Managers to execute value enhancement strategies for JLL's Fannie Mae multifamily portfolio while upholding JLL's core ethical principles. They will assist Asset Managers with various portfolio duties and develop skills in loan risk assessment through comprehensive financial analysis and property condition oversight. Eventually, the Analyst will manage a small loan portfolio with guidance from Asset Managers and Senior Fannie Mae leaders. This role requires establishing productive and professional relationships with the Asset Management team, JLL Loan Production department, Agency partners, and Borrowers.
Main Responsibilities:
* Complete and evaluate quarterly and annual financial statements according to JLL REC standards and Fannie Mae guidelines.
* Collaborate with clients to address financial discrepancies and operational questions about properties.
* Conduct on-site property inspections both locally and out-of-state.
* Review and approve Third Party Inspection Reports.
* Issue deferred maintenance notifications to Borrowers and track resolution progress.
* Evaluate and process various escrow release requests, including replacement reserves, repair reserves, and insurance claims.
* Attend Asset Management meetings and Agency conference calls to stay current with process changes or new implementations.
* Process new loan intake, review loan documentation, and create records in the Asset Management system.
* Research market conditions including sales comparables, lease comparables, and economic indicators.
* Develop and submit loan Action Plans and Risk Reports to Fannie Mae when required.
* Support Management Change requests with guidance from Asset Managers or Senior Leadership.
* Actively monitor and manage risk for assigned loan portfolio.
* Review and analyze third-party reports including property condition assessments, engineering reports and property appraisals.
* Create Watchlist reports and present findings to leadership as needed.
* Support other JLL Servicing/Asset Management teams as required.
Education:
* Undergraduate degree in Real Estate, Finance, Accounting, Business or equivalent work experience required.
Required Skills:
* Strong Microsoft Excel and Word proficiency
* Strong mathematical, language, verbal, writing, and organizational skills.
* Strong time management skills and ability to operate under demanding deadlines
* Ability to multitask and work on several transactions simultaneously
* Excellent attention to detail
Work Environment:
* Ability to work in a team structure the majority of the time.
This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without employer sponsorship.
Estimated compensation for this position:
60,000.00 - 80,000.00 USD per year
This range is an estimate and actual compensation may differ. Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations.
Location:
On-site -Houston, TX, Pittsburgh, PA, St. Paul, MN, Tampa, FL
If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table!
Personalized benefits that support personal well-being and growth:
JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include:
* 401(k) plan with matching company contributions
* Comprehensive Medical, Dental & Vision Care
* Paid parental leave at 100% of salary
* Paid Time Off and Company Holidays
* Early access to earned wages through Daily Pay
At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing.
JLL Privacy Notice
Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely.
For more information about how JLL processes your personal data, please view our Candidate Privacy Statement.
For additional details please see our career site pages for each country.
For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy here.
Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may email us at ******************. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL.
Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment.
Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest.
Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate.
California Residents only
If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device.
Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Accepting applications on an ongoing basis until candidate identified.
$61k-89k yearly est. Auto-Apply 28d ago
Finance Manager, Training & Policy
JLL 4.8
Pittsburgh, PA jobs
JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
Manager, Finance Training & Policy - JLL
Location: Any JLL Corporate office (hybrid)
What this job involves:
* Join our strategic Finance Training & Policy team as a forward-thinking Finance Manager who will shape the future of JLL's Work Dynamics finance operations. In this collaborative leadership role, you'll partner with finance leadership and on-account teams to design comprehensive training programs, create innovative system solutions, and establish finance best practices that drive organizational excellence. You'll serve as a trusted advisor and subject matter expert across multiple JLL platforms while building strategic relationships that enhance operational efficiency. This role offers the opportunity to make a meaningful impact on finance processes across the organization while developing and leading high-performing teams in a dynamic, fast-paced environment.
What your day-to-day will look like:
* Partner strategically with account teams and finance leadership to optimize Work Dynamics finance processes and develop system enhancements across JLL platforms including E1-IFM, PDS, TM1 Budget, Corrigo, and Reports Now
* Design, develop, and deliver exceptional training programs tailored to evolving on-account finance team needs, ensuring content remains current with industry best practices
* Serve as primary subject matter expert and trusted advisor for finance initiatives, providing expert guidance to on-account teams and troubleshooting complex operational issues
* Establish and monitor training effectiveness metrics, including implementing annual surveys to identify improvement opportunities and measure program success
* Act as key liaison between on-account teams and other JLL functions such as Controllership, JBS, Tax, and Treasury Management to ensure seamless collaboration
* Bridge communication between JLLT and on-account finance teams for system enhancements, prioritizing requests and ensuring optimal data flow and service delivery
* Ensure strict adherence to JLL's internal control frameworks and standards through proactive advisory support and continuous process improvement initiatives
Required Qualifications:
* Bachelor's degree in accounting or finance from an accredited institution
* 5-7 years of demonstrated leadership experience with proven track record of delivering measurable results in finance or related field
* Exceptional analytical abilities with strong problem-solving skills and attention to detail
* Outstanding communication skills with ability to present complex financial concepts to diverse audiences
* Strong project management capabilities with experience managing multiple initiatives simultaneously
* Flexibility to accommodate variable working hours and willingness to travel periodically as business needs require
* Customer service orientation with polished presentation skills and ability to build strong stakeholder relationships
Preferred Qualifications:
* CPA certification demonstrating advanced accounting expertise and professional commitment
* MBA or advanced degree in finance, accounting, or related business discipline
* Experience developing training curricula and delivering effective training programs to finance professionals
* Familiarity with JLL platforms and systems including E1-IFM, PDS, TM1 Budget, Corrigo, or Reports Now
* Experience working in commercial real estate or property management finance environments
* Knowledge of internal control frameworks and compliance standards in corporate finance settings
* Demonstrated ability to work collaboratively across multiple business disciplines and functional areas
This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without employer sponsorship.
Estimated compensation for this position:
100,000.00 - 110,000.00 USD per year
This range is an estimate and actual compensation may differ. Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations.
Location:
Remote -Atlanta, GA, Austin, TX, Boston, MA, Chicago, IL, Dallas, TX, Denver, CO, Grand Rapids, MI, Houston, TX, Indianapolis, IN, Louisville, KY, Memphis, TN, Milwaukee, WI, Nashville, TN, Pittsburgh, PA
If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table!
Personalized benefits that support personal well-being and growth:
JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include:
* 401(k) plan with matching company contributions
* Comprehensive Medical, Dental & Vision Care
* Paid parental leave at 100% of salary
* Paid Time Off and Company Holidays
* Early access to earned wages through Daily Pay
At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing.
JLL Privacy Notice
Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely.
For more information about how JLL processes your personal data, please view our Candidate Privacy Statement.
For additional details please see our career site pages for each country.
For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy here.
Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may email us at ******************. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL.
Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment.
Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest.
Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate.
California Residents only
If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device.
Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Accepting applications on an ongoing basis until candidate identified.
$88k-127k yearly est. Auto-Apply 2d ago
Medical Wealth Advisor II
Truist Financial Corporation 4.5
Philadelphia, PA jobs
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from physicians and small to mid-sized medical practices through the development and retention of long term, profitable client relationships. Typically manages a portfolio of medical physicians with total loans and deposits of more than $45MM. Produces ≥$3MM in revenue and more than 50% in Deposits OR ≥$1.5MM and
The Medical Specialty Group (MSG) provides financial advice and solutions exclusively to physicians and medical practices, sharing experience and expertise in understanding the ever-changing dynamics of healthcare, and anticipating the issues and trends most important to the medical community. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Manage a profitable book of clients consisting of mid-size medical practices and medical physicians, consisting of deposits, loans, and assets under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within medical client firms. 2. Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects. 3. Proactively originate new business via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in the areas of deposits, loans, and investments. 4. Act as "face" of private practice within medical firm relationship teams for assigned firms or practices. 5. Identify and "right channel" opportunities for clients and prospects-deliver the comprehensive resources of the bank. 6. Coordinate and lead the WRAP process for advice delivery-hold relationship strategy sessions as appropriate with the relationship teams and deliver Purpose Driven Wealth experience. 7. Document all client interactions via CRM system. 8. Establish consistent visibility within local legal or medical markets via event attendance. 9. Participate in campaigns or volunteer at committee level within non-profits in local market. 10. Support Wealth Advisor teammates through collaborative relationship strategies and teamwork. 11. Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments. 12. Foster continued personal and professional growth via education seminars, conference attendance, and other continuing education activities. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's Degree 2. 7 or more years of lending or relationship management experience in the financial services industry 3. FINRA: Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire, all of the registrations and licenses required for this position. Ensures that appropriate continuing education requirements are met where needed. 4. Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software. 5. Strong credit knowledge to personally deliver standard commercial credit and consumer credit to assigned clients 6. Possess very strong deposit and general banking acumen to deliver advice on banking products such as deposits, credit cards, mortgages, etc. 7. Basic wealth management knowledge 8. Excellent and proven oral, written and group presentations skills 9. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications: 1. MBA 2. Word, Excel and PowerPoint skills 3. More than 5 years of credit experience 4. Successful experience as a client advisor with proven results General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
$51k-113k yearly est. 60d+ ago
Senior Financial Analyst
Morgan Properties 3.9
Conshohocken, PA jobs
As a vital member of the Acquisitions and Capital Markets team, the Senior Analyst plays a pivotal role in driving the organization's growth through strategic equity and debt investments. With approximately 75% of time dedicated to equity acquisitions and 25% focused on debt investments, this position directly supports the company's mission of expanding its multifamily portfolio and optimizing capital markets strategies.
The Senior Analyst will leverage strong analytical skills and proficiency in investment valuation to assess complex opportunities, applying advanced Excel modeling expertise to inform investment decisions. This role offers a unique blend of strategic analysis, collaboration, and fieldwork, including property tours and market assessments. Success in this role requires a detail-oriented, self-motivated, and resourceful professional who thrives in a dynamic environment and contributes to a collaborative team culture.
By working closely with brokers, lenders, executive leadership, and investors, the Senior Analyst helps shape the company's investment strategy and ensures alignment with organizational goals. The core mission of this role is to drive value creation through sound underwriting, market analysis, and financial modeling while supporting the growth and strength of the company's investment platform.
Essential Duties:
Equity Acquisitions
Underwrite new multifamily acquisition opportunities by building comprehensive financial models and evaluating investment risks and returns.
Manage due diligence processes, including property tours, document review, and coordination with third parties, to validate assumptions and finalize business plans.
Prepare detailed investment materials and presentations for the Investment Committee, executive management, and external investors.
Conduct market analyses and engage with investment brokers to assess market trends, comparable transactions, and potential investment opportunities.
Debt Investments
Underwrite pools of Freddie Mac loans within K-series securitizations, assessing risk profiles and evaluating collateral quality.
Facilitate lender underwriting processes, obtain financing quotes, and evaluate financing structures and alternatives to support acquisitions and recapitalizations.
Financial Analysis & Strategic Support
Develop robust financial models to support forecasting, ad hoc analysis, and scenario planning.
Participate in strategic planning and budget processes, contributing analytical insights to support decision-making.
Collaboration & Communication
Collaborate with cross-functional teams, brokers, lenders, and third-party consultants to drive transaction success and ensure alignment with company objectives.
Communicate findings and recommendations effectively to internal and external stakeholders.
Additional Duties: Tasks or duties not outlined in this job description may be required to contribute to the organization's success and efficiency.
Qualifications:
Reasonable accommodation may be arranged to facilitate individuals with disabilities in fulfilling the essential duties of this role.
Education and/or Experience:
Bachelor's degree in Business, Finance, or a related field.
2-3 years of relevant experience in multi-family investment analysis, acquisitions, lending, investment banking or principal side underwriting.
Advanced Excel proficiency, with a strong background in financial modeling and valuation analysis.
Strong attention to detail and organizational skills to manage multiple projects effectively.
Ability to learn quickly and thrive in a fast-paced environment.
Passing CFA Level 1 exam is encouraged; Morgan Properties reimburses the cost of obtaining CFA designation.
Successful completion of Morgan Properties' proprietary Excel test is required.
$67k-87k yearly est. 6d ago
Director of Finance
Sage Hospitality Resources, LLP 4.5
Pittsburgh, PA jobs
Why us? When you are looking for a new job, you know in your heart you want to work where you belong. The Renaissance Pittsburgh Hotel, managed by Sage Hospitality, may just be your ideal location. Together we create a friendly, supportive culture that is intriguing and refreshing to those who are seasoned in hospitality as well as those putting their toes in the water for the first time. Let us show you how it's done.
It is an exciting time for the hotel as we are undergoing a significant refresh. Would you like to be part of that journey? If so, this is where you belong!
We are known for pulling out the stops and making dreams come true. There are many moving pieces to the operation. With a passion for heightened hospitality, attention to detail and teamwork you could be the perfect fit.
At Sage we create a culture of belonging. Our team members serve with creativity, and passion. Sage associates execute unforgettable experiences and take pride in our communities. We set new standards in hospitality.
Job Overview
The Director of Finance is the financial leader of the hotel. Oversees all areas in finance, especially payroll, budgeting, forecasting and relevant duties. Demonstrates excellent leadership skills and provides accurate and timely financial reports as requested by leadership and corporate. Implements internal control procedures that safeguard leaders, owner, assets and complies with Federal, State and Local regulations.
Responsibilities
+ Readily assist in the operation of each leaders department and special projects. Identifies risks and presents solutions that guides leaders in making effective decisions that meets the financial interests of the hotels.
+ Develops annual operating budget, operating plan and financial goals. Achieves budgeted revenues, costs and profits through accounting diligence and expenditure controls and proficient accounting practices.
+ Set written priorities and key objectives for each department head quarterly including action plan and completion date. Follow up to assure successful implementation and follow-through and take corrective action in the event of failure to meet assigned objectives.
+ Monthly forecasting of operating staff and cost expenditures. Business planning in line with forecasted sales and costs including guidance to department heads.
+ Monthly review of financial statement in order to correct problems, assure spending is in line and to plan for future business. Review and approve all expenses in "other expense" categories in all departments. Regularly review all major expenses to assure that monies are wisely expended.
+ Promotes associate moral and loyalty within their department and hotel, leading to reduced turnover. Communicate, counsel and assist in staff development. Visible and available to all associates in accordance with the Company's open door policy. Attend monthly department employee meetings whenever possible.
+ Conduct performance appraisal and personal development plans for management staff. Identify substandard performance of individual managers and outline improvement action, including taking corrective or disciplinary measures.
+ Assure level of experience, knowledge and ability to meet job requirements of all hotel management. Cost Controls Review controls and assure adherence at all times in order to protect the hotel's property/assets.
+ Review sales solicitation activities, room nights productivity and group room rates sold by sales. Review individual productivity and corrective actions are taken. Evaluate market mix and take action in order to best position the hotel for increased business. Involvement in sales solicitation of key accounts by reviewing contracts, meeting with sales department, visit key account contacts in person and by phone.
Qualifications
Education/Formal Training
A four-year college degree (accounting preferred) or equivalent education/experience.
Experience
Experience required by position is five to ten years of employment in a related position with this company or other organization(s).
Knowledge/Skills
+ Requires knowledge of all hotel accounting functions performed by the subordinate reporting directly or indirectly.
+ Requires advanced knowledge of the accounting, finance and hospitality professions.
+ Requires ability to analyze activities or information involving some original data manipulation or interpretation to arrive at logical conclusions.
+ Office Management, Bank Reconciliations, Preparation of State and Federal Reports, Training of Accounting staff employees, Conducting or participating in meetings, Analysis of Balance Sheet Accounts, Preparation of Journal entries, closing the books and preparing the Balance, Sheet Package.
Physical Demands
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
+ Lifting, pushing, pulling, carrying -limited lifting, pushing, pulling, carrying up to 15-20 lbs. Generally boxes, computer equipment.
+ Bending/kneeling -limited bending/kneeling required when arranging supplies or equipment.
+ Mobility -limited mobility between offices and departments. No continuous standing, climbing or driving.
+ Excellent hearing required to train and interact with management and associates.
+ Excellent vision required to read reports, computer, etc.
Environment
Work inside 95% of work period.
Benefits
The Perks: Fully Loaded Coverage for the Executive Committee
+ Eligible to participate in Sage bonus plan
+ Unlimited paid time off
+ Medical, dental, & vision insurance
+ Eligible to participate in the Company's 401(k) program with employer matching
+ Health savings and flexible spending accounts
+ Basic Life and AD&D insurance
+ Company-paid short-term disability
+ Paid FMLA leave for up to a period of 12 weeks
+ Employee Assistance Program
+ Great discounts on Hotels, Restaurants, and much more.
+ Eligible to participate in the Employee Referral Bonus Program. Up to $1,000 per referral.
+ Cell phone, parking, and dry cleaning plan
ID: _2025-29951_
Position Type: _Regular Full-Time_
Property : _Renaissance Pittsburgh_
Outlet: _Hotel_
Category: _Finance & Accounting_
_Address_ : _107 6th St_
_City_ : _Pittsburgh_
_State_ : _Pennsylvania_
EOE Protected Veterans/Disability
$80k-110k yearly est. 16d ago
FCG Financial Analyst
CBRE 4.5
Philadelphia, PA jobs
Job ID 242601 Posted 06-Jan-2026 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets **About The Role:** The FinancialConsulting Group (FCG) of CBRE is seeking a financial analyst to be a part of the premier capital markets industrial investment sales team. This position will play an integral role in assignments ranging from one-off asset sales to the sale of large portfolios with responsibilities that go beyond the financial aspects of the deal involving all phases of the sales process.
The chosen candidate will have a strong foundational knowledge of financial/valuation concepts, demonstrate a passion for real estate, work well in a dynamic team environment and demonstrate a strong work ethic.
FCG provides sophisticated financial underwriting and valuation-related services for the clients of the world's largest commercial real estate services company. This is a unique opportunity for the right individual to be a part of this team and to work with, and learn from, the best in the industry.
If this describes you then we want to hear from you!
**What You'll Do:**
+ Underwrite assets for sale using Argus and Excel.
+ Analyze, assess, and interpret operating statements, rent rolls, leases, and additional due diligence content.
+ Research market conditions in support of financial underwriting assumptions.
+ Compile and present the results of analyses and optimally address questions.
+ Identify critical property level financial issues and make recommendations.
+ Developing disposition strategies with team members and clients.
+ Work with capital markets professionals, asset managers, leasing brokers, property managers, and clients.
**What You'll Need:**
To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
+ Bachelor's degree with high academic achievement in Real Estate, Finance, Accounting, or Economics.
+ Proficient in financial concepts such as Discounted Cash Flow, NPV, etc.
+ Ability to review, analyze and interpret source documents, including leases, operating statements, budgets, etc.
+ Must demonstrate a curiosity about building and understanding financial models.
**Why CBRE?**
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.
**Our Values in Hiring**
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
**Applicant AI Use Disclosure**
We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.
**Disclaimers**
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
**About CBRE Group, Inc.**
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at *************
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
$62k-105k yearly est. 60d+ ago
Finance Manager
JLL 4.8
Harrisburg, PA jobs
JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
We are currently seeking a virtual Finance Team Manager for a client-dedicated team. This position is responsible for managing all aspects of the client facing financial reporting and analysis for facility and project management on the client account. The Finance Manager will be responsible for leading and developing a team of financial analysts, delivering variance cost reporting, change request management, client pricing exhibits, budgeting, forecasting, partnering with on account service lines and operations in a dynamic, high volume, fast paced, energized environment. This position must be able to interact effectively with both the internal and external client teams.
What this job involves:
* Oversee month-end and year-end close activities and ensure integrity and accuracy of reported results and reconciliation with client billing.
* Provide leadership for the annual budget and quarterly forecast processes and serve as key contact for site operations personnel.
* Issue monthly financial package and performance metrics to appropriate account and client personnel on a timely and accurate basis.
* Function as a resource to facility/project teams and client to ensure understanding and adherence to key procedures and processes.
* Maintain working knowledge of, and ensure compliance with, Master Services Agreement (MSA) and any relevant amendments or appendices.
* Have a comprehensive technical and functional understanding of all finance and accounting systems & processes. Identify process improvement opportunities and implement new planning & reporting tools.
* Review all interfaces to client's systems (where required) and proper reconciliations.
* Manage the training, development and workload of planning & reporting team staff.
* Oversee project billing process and ensure proper calculation, invoicing and recognition of costs and related revenues/fees on a timely basis.
* Identify and implement process re-engineering opportunities.
* Corporate finance management including: annual and periodic budgeting for the JLL P&L for the assignment, monitoring accuracy of JLL income statement, monitoring corporate receivables, and quarterly revenue attestation.
* Ensure compliance with GAAP, JLL Internal Audit and Client Accounting Services SSAE16 internal review standards.
* Provide controls for scope change process and ensure that budgets and savings targets are accurately revised to reflect approved scope changes.
* Work with Sourcing and site operations teams to set budget targets and identify cost reduction opportunities as necessary to achieve savings targets.
* Special projects and other functions as required by manager or client.
Sound like you? Before you apply it's worth knowing what we are looking for:
* Bachelor's degree in Accounting and 4-6 years of relevant work experience
* MBA and management/supervisory experience preferred
* Demonstrated ability to lead and develop talent
* High attention to detail
* Strong accounting and analytical skills
* Excellent computer skills including proficiency in Excel, Word, Outlook and PowerPoint. Experience with E1 General Ledger system is a plus
* Strong analytical, organizational, and time management skills
* Excellent verbal and written communication skills
* Strong presentation skills to internal and external parties
* Demonstrated consistency in values, principles and work ethic
* Understanding of and commitment to client service
Estimated compensation for this position:
110,000.00 - 142,000.00 USD per year
This range is an estimate and includes base salary and bonus. Actual compensation may differ. Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations.
Client:
Boeing
Job Profile:
Financial Analysis-M1
If this resonates with you, we encourage you to apply, even if you do not meet all the requirements. We're interested in getting to know you and what you bring to the table!
This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without employer sponsorship.
Estimated compensation for this position:
110,000.00 - 142,000.00 USD per year
This range is an estimate and actual compensation may differ. Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations.
Location:
Remote -Atlanta, GA, Austin, TX, Cheyenne, WY, Columbus, OH, Denver, CO, Harrisburg, PA, Havre, MT, Lansing, MI, Louisville, KY, Montgomery, AL, Nashville, TN, Phoenix, AZ, Raleigh, NC, Tallahassee, FL
If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table!
Personalized benefits that support personal well-being and growth:
JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include:
* 401(k) plan with matching company contributions
* Comprehensive Medical, Dental & Vision Care
* Paid parental leave at 100% of salary
* Paid Time Off and Company Holidays
* Early access to earned wages through Daily Pay
At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing.
JLL Privacy Notice
Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely.
For more information about how JLL processes your personal data, please view our Candidate Privacy Statement.
For additional details please see our career site pages for each country.
For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy here.
Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may email us at ******************. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL.
Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment.
Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest.
Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate.
California Residents only
If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device.
Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Accepting applications on an ongoing basis until candidate identified.
$90k-131k yearly est. Auto-Apply 2d ago
Advisor, Transaction Management
Cresa Global Inc. 4.4
Conshohocken, PA jobs
Job DescriptionDescription:
Cresa believes in providing Advisors with the base of knowledge and guidance necessary to be an effective and productive commercial real estate professional throughout their career. All Advisors, whether experienced or new to the commercial real estate profession, are provided sales training the “Cresa Way” either through written training manuals, mentorship with a senior broker or Managing Principal, involvement in teams and regular training meetings.
Essential duties and responsibilities:
• Quick grasp and understanding of company niche and market advantages offered by Cresa's local office to convey these advantages to prospects
• Heavy prospecting for new client relationships via phone and door-to-door contact and communication
• Learn and sharpen presentation skills to win business
• Office Specific:
o Learn to quickly discern property attributes - their value and how they provide positive or negative consequences for clients
o Learn who the players are in the local market, and develop relationships
o Learn and stay current with market trends, tenant/buyer movement and deal points
o Strongly consider continued education and involvement in commercial real estate organizations and designations
Requirements:
Required:
• Excellent communication skills
• Very strong work ethic and desire to work in a sales environment
• Entrepreneurial approach to business-desire to evolve into straight commission compensation
• Ability to work well with others
• Strong math skills and problem-solving capability
• Desire to make real estate a career choice
Education/Experience:
• Have a Real Estate License or plan to obtain it in Pennsylvania
• Bachelor's degree
• 2 years of Office-specific commercial real estate experience preferred
• Valid driver's license
$73k-143k yearly est. 1d ago
Finance Director
JLL 4.8
Pittsburgh, PA jobs
JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
We are currently seeking a Finance Director for our Client Finance Westinghouse account. You will manage, control and direct the accounting and financial functions in a high visibility, client-facing role.
What this job involves:
* Preparation, management, consolidation and delivery of the annual plan and quarterly reforecast
* Supervision of the revenue recognition process
* Meeting accounts receivable objectives and metrics
* Supervision of the team in completion of quarterly audit schedules
* Developing and maintaining systems of internal controls to safeguard financial assets of the organization
* Designing, implementing, documenting and maintaining policies and procedures that support efficient and effective processes as well as maintaining strong internal controls.
* Preparation of the monthly financial reporting package
* Overall accounting/finance team management, staff development and compensation planning. Managing and executing on staff succession and growth plans.
* Preparation of analysis and dashboard reporting for CAO and CFO of the client group, as well as Corporate.
* Producing and analyzing monthly and quarterly financial variance reports
* Preparing pipeline reports and dashboard metrics for business or product lines.
* Overseeing the management and coordination of all fiscal reporting activities
* Key financial/accounting liaison for Business Unit Executives, Product Line owners and Corporate. Act as advisor and strategic partner to these groups for all financial, operational and client matters
* Proactive decision-making support to all stakeholders
* Ownership of the annual plan and quarterly re-forecast
* Ownership of all financial processes within given span of control
* Leadership of managers, supervisors and/or professional staff
* Performance and results of multiple related units
* Developing departmental plans, including business, production and/or organizational priorities
* Controlling resources and policy formation in area of responsibility
Sound like you? Before you apply it's worth knowing what we are looking for:
* A Bachelor's degree in Accounting or Finance plus a minimum of 10 years of related work experience
* CPA and/or MBA is preferred
* 5 years of direct management/supervisory experience; including training and evaluation of staff
* Audit and internal controls background is a plus
* Strong accounting skills
* Excellent computer skills including proficiency in Excel, Word, Outlook and PowerPoint
* Proficiency in computer-based accounting applications. Experience with JD Edwards platforms a plus
* Strong analytical, organizational, and coordination skills
* Excellent verbal and written communication skills
* Strong presentation skills to internal and external parties
* Demonstrated consistency in values, principles and work ethic
* Understanding of and commitment to client service
* A desire to work within a diverse, collaborative, and driven professional environment
We're an entrepreneurial, inclusive culture. We succeed together-across the desk and around the globe. We believe the best inspire the best, so we invest in supporting each other, learning together and celebrating our success.
Our Total Rewards program reflects our commitment to helping you achieve your ambitions in career, recognition, well-being, benefits and pay. We'll offer you a competitive salary and benefits package.
This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without employer sponsorship.
Estimated compensation for this position:
175,000.00 - 185,000.00 USD per year
This range is an estimate and actual compensation may differ. Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations.
Location:
On-site -Harrisburg, PA, Pittsburgh, PA
If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table!
Personalized benefits that support personal well-being and growth:
JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include:
* 401(k) plan with matching company contributions
* Comprehensive Medical, Dental & Vision Care
* Paid parental leave at 100% of salary
* Paid Time Off and Company Holidays
* Early access to earned wages through Daily Pay
At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing.
JLL Privacy Notice
Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely.
For more information about how JLL processes your personal data, please view our Candidate Privacy Statement.
For additional details please see our career site pages for each country.
For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy here.
Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may email us at ******************. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL.
Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment.
Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest.
Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate.
California Residents only
If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device.
Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Accepting applications on an ongoing basis until candidate identified.
$91k-143k yearly est. Auto-Apply 7d ago
Sr Finance Analyst
CBRE 4.5
Harrisburg, PA jobs
Job ID 249346 Posted 01-Dec-2025 Service line GWS Segment Role type Full-time Areas of Interest Accounting/Finance **About the Role:** As a CBRE Finance Analyst, you will apply basic cash and accrual accounting fundamentals to prepare, evaluate, maintain, and deliver complete and accurate financial reports as related to the WPE segment of the Amex Account
They are responsible for maintaining accounting, financial, and reporting policies and controls.
**What You'll Do:**
+ Complete accounting transactions in preparation of client financial statement packages.
+ Compose and post journal entries and ensure that all expenses, receipts, owner's distributions, funding requests, and other transactions for the accounting period have been accurately posted.
+ Use aggregate data from multiple sources to generate reports.
+ Generate financial packages for accuracy and comprehensive reporting.
+ Review the accuracy of information provided and address demands from management and vendors.
+ Understand and work with scenario planning (exit/maintain/grow) tools/models, while analyzing trends in general business conditions.
+ Respond to and resolve issues and requests from management teams and clients regarding various bookkeeping matters and reports.
+ Research open accounting issues and recognize potential issues and conflicts so corrective action can intercept and minimize issues.
+ Use existing procedures to tackle standard problems.
+ Lead by example and model behaviors that are consistent with CBRE RISE values.
+ Impact the quality of own work.
+ Work within standardized procedures and practices to achieve objectives and meet deadlines.
+ Exchange straightforward information, ask questions, and check for understanding.
**What You'll Need:**
+ Bachelor's Degree preferred with 2-5 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
+ Understanding existing procedures and standards to solve slightly complex problems.
+ Ability to analyze possible solutions using technical experience to apply appropriate judgment and precedents.
+ **_In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc. is a "must have"._**
+ Strong organizational skills with an inquisitive mindset.
+ Advanced math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations.
**Why CBRE?**
We value a culture of respect, integrity, service and excellence that crafts our approach to every opportunity! We are guided by the needs of the cities we inhabit, the communities we build, and the world we thrive in.
Competitive pay and benefits including Medical, Dental, Vision, PTO, 401k, and more that start 1st of the month. Internal advancement available after 6-month mark.
FORTUNE Most Admired Company #1 in real estate for third consecutive year; Ten years in a row on the list.
Forbes Named one of the best large employers in America and one of the World's Best Employers!
**Disclaimers**
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
**Florida Residents and Remote Applicants** : CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum annual salary for the **Sr. Finance Analyst** position is $80,000, and the max salary is $85,000. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. This role will provide the following benefits: 401(K), Dental insurance, Health insurance, Life insurance, and Vision insurance.
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada).
CBRE GWS
CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.
Find out more (*******************************************************************************
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
$80k-85k yearly 45d ago
Medical Wealth Advisor II
Truist 4.5
Philadelphia, PA jobs
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf)
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from physicians and small to mid-sized medical practices through the development and retention of long term, profitable client relationships.
Typically manages a portfolio of medical physicians with total loans and deposits of more than $45MM. Produces ≥$3MM in revenue and more than 50% in Deposits OR ≥$1.5MM and
The Medical Specialty Group (MSG) provides financial advice and solutions exclusively to physicians and medical practices, sharing experience and expertise in understanding the ever-changing dynamics of healthcare, and anticipating the issues and trends most important to the medical community.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Manage a profitable book of clients consisting of mid-size medical practices and medical physicians, consisting of deposits, loans, and assets under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within medical client firms.
2. Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects.
3. Proactively originate new business via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in the areas of deposits, loans, and investments.
4. Act as "face" of private practice within medical firm relationship teams for assigned firms or practices.
5. Identify and "right channel" opportunities for clients and prospects-deliver the comprehensive resources of the bank.
6. Coordinate and lead the WRAP process for advice delivery-hold relationship strategy sessions as appropriate with the relationship teams and deliver Purpose Driven Wealth experience.
7. Document all client interactions via CRM system.
8. Establish consistent visibility within local legal or medical markets via event attendance.
9. Participate in campaigns or volunteer at committee level within non-profits in local market.
10. Support Wealth Advisor teammates through collaborative relationship strategies and teamwork.
11. Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments.
12. Foster continued personal and professional growth via education seminars, conference attendance, and other continuing education activities.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's Degree
2. 7 or more years of lending or relationship management experience in the financial services industry
3. FINRA: Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire, all of the registrations and licenses required for this position. Ensures that appropriate continuing education requirements are met where needed.
4. Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software.
5. Strong credit knowledge to personally deliver standard commercial credit and consumer credit to assigned clients
6. Possess very strong deposit and general banking acumen to deliver advice on banking products such as deposits, credit cards, mortgages, etc.
7. Basic wealth management knowledge
8. Excellent and proven oral, written and group presentations skills
9. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
Preferred Qualifications:
1. MBA
2. Word, Excel and PowerPoint skills
3. More than 5 years of credit experience
4. Successful experience as a client advisor with proven results
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (*****************************
. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law (**************************************************************************************************
E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf)
IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
$51k-113k yearly est. 60d+ ago
Senior Financial Business Analyst - Underwriting
Commercial Real Estate 4.3
Philadelphia, PA jobs
Are you looking for an opportunity to make an impact and shape the future of the commercial real estate (CRE) industry?
The Senior Financial Business Analyst (SFBA) will be responsible for coordinating the project activity associated with developing templates for multiple stakeholders at the Company, including but not limited to mortgage banking, underwriting, and investment sales. The SFBA will work closely with the Global Production Operations (GPO) Excel team to ensure templates, checklists, and user guides are timely and accurately updated. In addition, the SFBA will work with the Production Operations team to complete projects and analysis related to the GPO, Marketing and Research Center (MaRC) and corporate Marketing teams.
Innovation meets excellence at Berkadia, where we give you the space you need to create and allow your ideas to flourish. We are leading the evolution of CRE, and can't do that without innovators who are driven by curiosity and are willing to challenge the status quo as they chart their career path - and Berkadia's future. Be Part of Building the Next. Be Berkadia.
We Innovate to shape the future of CRE, so in this role you will:
Responsibilities:
Serve as a liaison between internal stakeholders and the GPO Excel team to determine template needs and objectives.
Capture business requirements and template bugs in team logs and drive users to complete acceptance testing promptly to avoid workflow backlogs.
Communicate template status and provide testing support to clients, performing regular testing of templates when coding changes are made.
Follow up and manage template project tasks, prepare and edit “How to Guides” for templates, and coordinate with external vendors for template creation when necessary.
Track vendor time for accurate billing, manage the successful operation of the Production Resources website, and run quarterly Production Resources Governance Committee meetings
Other duties as assigned.
We Stand for Excellence, so to achieve success in this role you should have:
Preferred Qualifications:
Previous experience managing multiple simultaneous projects, including maintaining project tasks, coordinating work efforts of others, and meeting deadlines.
Specific experience with MS Excel, including developing spreadsheets, creating macros, creating pivot tables, and performing financial commands.
Preferred experience in analyzing property financial statements, preparing metrics, and performing valuations.
Strong written and verbal communication skills.
Bachelor's degree or equivalent
3+ years of experience in a similar position
We believe People Matter, so we offer benefits that go beyond:
Monthly paid volunteer hours and donation matching to benefit our communities
Employee Resource Groups that help you grow with us
Fertility and family planning services
Up to 12-weeks of fully paid parental leave
Mental health care, including free counseling sessions:
We'll help fund your learning journey with generous tuition reimbursement
Pet insurance discounts
And more!
Be Part of Building the Next. Be Berkadia.
#LI-HG1 #LI-HYBRID
Berkadia, as an equal opportunity employer, celebrates our employees' unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.
In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact ******************************.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
$73k-105k yearly est. Auto-Apply 1d ago
Finance Director
JLL 4.8
Harrisburg, PA jobs
JLL empowers you to shape a brighter way.
Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
We are currently seeking a Finance Director for our Client Finance Westinghouse account. You will manage, control and direct the accounting and financial functions in a high visibility, client-facing role.
What this job involves:
Preparation, management, consolidation and delivery of the annual plan and quarterly reforecast
Supervision of the revenue recognition process
Meeting accounts receivable objectives and metrics
Supervision of the team in completion of quarterly audit schedules
Developing and maintaining systems of internal controls to safeguard financial assets of the organization
Designing, implementing, documenting and maintaining policies and procedures that support efficient and effective processes as well as maintaining strong internal controls.
Preparation of the monthly financial reporting package
Overall accounting/finance team management, staff development and compensation planning. Managing and executing on staff succession and growth plans.
Preparation of analysis and dashboard reporting for CAO and CFO of the client group, as well as Corporate.
Producing and analyzing monthly and quarterly financial variance reports
Preparing pipeline reports and dashboard metrics for business or product lines.
Overseeing the management and coordination of all fiscal reporting activities
Key financial/accounting liaison for Business Unit Executives, Product Line owners and Corporate. Act as advisor and strategic partner to these groups for all financial, operational and client matters
Proactive decision-making support to all stakeholders
Ownership of the annual plan and quarterly re-forecast
Ownership of all financial processes within given span of control
Leadership of managers, supervisors and/or professional staff
Performance and results of multiple related units
Developing departmental plans, including business, production and/or organizational priorities
Controlling resources and policy formation in area of responsibility
Sound like you? Before you apply it's worth knowing what we are looking for:
A Bachelor's degree in Accounting or Finance plus a minimum of 10 years of related work experience
CPA and/or MBA is preferred
5 years of direct management/supervisory experience; including training and evaluation of staff
Audit and internal controls background is a plus
Strong accounting skills
Excellent computer skills including proficiency in Excel, Word, Outlook and PowerPoint
Proficiency in computer-based accounting applications. Experience with JD Edwards platforms a plus
Strong analytical, organizational, and coordination skills
Excellent verbal and written communication skills
Strong presentation skills to internal and external parties
Demonstrated consistency in values, principles and work ethic
Understanding of and commitment to client service
A desire to work within a diverse, collaborative, and driven professional environment
We're an entrepreneurial, inclusive culture. We succeed together-across the desk and around the globe. We believe the best inspire the best, so we invest in supporting each other, learning together and celebrating our success.
Our Total Rewards program reflects our commitment to helping you achieve your ambitions in career, recognition, well-being, benefits and pay. We'll offer you a competitive salary and benefits package.
This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without employer sponsorship.
Estimated compensation for this position:
175,000.00 - 185,000.00 USD per year
This range is an estimate and actual compensation may differ. Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations.
Location:
On-site -Harrisburg, PA, Pittsburgh, PA
If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table!
Personalized benefits that support personal well-being and growth:
JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include:
401(k) plan with matching company contributions
Comprehensive Medical, Dental & Vision Care
Paid parental leave at 100% of salary
Paid Time Off and Company Holidays
Early access to earned wages through Daily Pay
At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing.
JLL Privacy Notice
Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely.
For more information about how JLL processes your personal data, please view our Candidate Privacy Statement.
For additional details please see our career site pages for each country.
For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy here.
Jones Lang LaSalle (“JLL”) is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may email us at ******************. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL.
Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment.
Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest.
Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate.
California Residents only
If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device.
Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Accepting applications on an ongoing basis until candidate identified.
$93k-148k yearly est. Auto-Apply 8d ago
Wealth Advisor
Truist Bank 4.5
Philadelphia, PA jobs
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America) Please review the following job description:Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions.
Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high net worth individuals.ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.* Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients
* Self-acquires new business by being active and well connected in the community
* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.
* Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and IRM partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation.
* Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects
* Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships.
* Thrives in a team based approach to deliver the full suite of Truist Wealth solutions.
* Team and peer group role model for other Wealth Advisors and Wealth Associates
* Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values
* Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team
* Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs.
* Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships.
* Using sound judgment on expense and operational efficiency QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Bachelor's Degree Required
* FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed
* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs
* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace
* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.
* Advanced and proven working knowledge of deposit, credit and investment products
* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful
* Ability to thrive and be an active participate on a team
* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
Preferred Qualifications:
* Bachelor's Degree in Business, Finance or Economics
* CFP preferred or CTFA, CFA, CPA, JD or MBA
* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA
* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients
* Graduate of a leadership or management development program (Such as LDP, Banking School)
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
$51k-113k yearly est. Auto-Apply 60d+ ago
Finance Director
JLL 4.8
Harrisburg, PA jobs
JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
We are currently seeking a Finance Director for our Client Finance Westinghouse account. You will manage, control and direct the accounting and financial functions in a high visibility, client-facing role.
What this job involves:
* Preparation, management, consolidation and delivery of the annual plan and quarterly reforecast
* Supervision of the revenue recognition process
* Meeting accounts receivable objectives and metrics
* Supervision of the team in completion of quarterly audit schedules
* Developing and maintaining systems of internal controls to safeguard financial assets of the organization
* Designing, implementing, documenting and maintaining policies and procedures that support efficient and effective processes as well as maintaining strong internal controls.
* Preparation of the monthly financial reporting package
* Overall accounting/finance team management, staff development and compensation planning. Managing and executing on staff succession and growth plans.
* Preparation of analysis and dashboard reporting for CAO and CFO of the client group, as well as Corporate.
* Producing and analyzing monthly and quarterly financial variance reports
* Preparing pipeline reports and dashboard metrics for business or product lines.
* Overseeing the management and coordination of all fiscal reporting activities
* Key financial/accounting liaison for Business Unit Executives, Product Line owners and Corporate. Act as advisor and strategic partner to these groups for all financial, operational and client matters
* Proactive decision-making support to all stakeholders
* Ownership of the annual plan and quarterly re-forecast
* Ownership of all financial processes within given span of control
* Leadership of managers, supervisors and/or professional staff
* Performance and results of multiple related units
* Developing departmental plans, including business, production and/or organizational priorities
* Controlling resources and policy formation in area of responsibility
Sound like you? Before you apply it's worth knowing what we are looking for:
* A Bachelor's degree in Accounting or Finance plus a minimum of 10 years of related work experience
* CPA and/or MBA is preferred
* 5 years of direct management/supervisory experience; including training and evaluation of staff
* Audit and internal controls background is a plus
* Strong accounting skills
* Excellent computer skills including proficiency in Excel, Word, Outlook and PowerPoint
* Proficiency in computer-based accounting applications. Experience with JD Edwards platforms a plus
* Strong analytical, organizational, and coordination skills
* Excellent verbal and written communication skills
* Strong presentation skills to internal and external parties
* Demonstrated consistency in values, principles and work ethic
* Understanding of and commitment to client service
* A desire to work within a diverse, collaborative, and driven professional environment
We're an entrepreneurial, inclusive culture. We succeed together-across the desk and around the globe. We believe the best inspire the best, so we invest in supporting each other, learning together and celebrating our success.
Our Total Rewards program reflects our commitment to helping you achieve your ambitions in career, recognition, well-being, benefits and pay. We'll offer you a competitive salary and benefits package.
This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without employer sponsorship.
Estimated compensation for this position:
175,000.00 - 185,000.00 USD per year
This range is an estimate and actual compensation may differ. Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations.
Location:
On-site -Harrisburg, PA, Pittsburgh, PA
If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table!
Personalized benefits that support personal well-being and growth:
JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include:
* 401(k) plan with matching company contributions
* Comprehensive Medical, Dental & Vision Care
* Paid parental leave at 100% of salary
* Paid Time Off and Company Holidays
* Early access to earned wages through Daily Pay
At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing.
JLL Privacy Notice
Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely.
For more information about how JLL processes your personal data, please view our Candidate Privacy Statement.
For additional details please see our career site pages for each country.
For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy here.
Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may email us at ******************. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL.
Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment.
Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest.
Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate.
California Residents only
If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device.
Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Accepting applications on an ongoing basis until candidate identified.
$93k-148k yearly est. Auto-Apply 7d ago
Medical Wealth Advisor II
Truist Bank 4.5
Philadelphia, PA jobs
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to
Accessibility
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America) Please review the following job description:Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from physicians and small to mid-sized medical practices through the development and retention of long term, profitable client relationships.
Typically manages a portfolio of medical physicians with total loans and deposits of more than $45MM. Produces ≥$3MM in revenue and more than 50% in Deposits OR ≥$1.5MM and
The Medical Specialty Group (MSG) provides financial advice and solutions exclusively to physicians and medical practices, sharing experience and expertise in understanding the ever-changing dynamics of healthcare, and anticipating the issues and trends most important to the medical community.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Manage a profitable book of clients consisting of mid-size medical practices and medical physicians, consisting of deposits, loans, and assets under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within medical client firms.
2. Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects.
3. Proactively originate new business via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in the areas of deposits, loans, and investments.
4. Act as “face” of private practice within medical firm relationship teams for assigned firms or practices.
5. Identify and “right channel” opportunities for clients and prospects-deliver the comprehensive resources of the bank.
6. Coordinate and lead the WRAP process for advice delivery-hold relationship strategy sessions as appropriate with the relationship teams and deliver Purpose Driven Wealth experience.
7. Document all client interactions via CRM system.
8. Establish consistent visibility within local legal or medical markets via event attendance.
9. Participate in campaigns or volunteer at committee level within non-profits in local market.
10. Support Wealth Advisor teammates through collaborative relationship strategies and teamwork.
11. Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments.
12. Foster continued personal and professional growth via education seminars, conference attendance, and other continuing education activities.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's Degree
2. 7 or more years of lending or relationship management experience in the financial services industry
3. FINRA: Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire, all of the registrations and licenses required for this position. Ensures that appropriate continuing education requirements are met where needed.
4. Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software.
5. Strong credit knowledge to personally deliver standard commercial credit and consumer credit to assigned clients
6. Possess very strong deposit and general banking acumen to deliver advice on banking products such as deposits, credit cards, mortgages, etc.
7. Basic wealth management knowledge
8. Excellent and proven oral, written and group presentations skills
9. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
Preferred Qualifications:
1. MBA
2. Word, Excel and PowerPoint skills
3. More than 5 years of credit experience
4. Successful experience as a client advisor with proven results
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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