Reporting Manager jobs at BMO Capital Markets - 6734 jobs

Senior Manager, Business Strategy & Finance - US P&BB
BMO 4.7
Reporting manager job at BMO Capital Markets
Provides subject matter expertise in the design, development, management and implementation of assigned projects from business case development through execution. Works across BMO to deliver specific project/program business results in alignment with overall group goals. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Leads the execution of strategic initiatives; assesses and adapts as needed to ensure quality of execution. Keeps stakeholders informed of messages, recommendations, decisions, process and progress. Leads implementation of strategic initiatives within group and across BMO by partnering with various internal & external stakeholders as required; complexity of initiatives may vary and usually involve multiple stakeholders across the enterprise. Defines business requirements for analytics & reporting to ensure data insights inform business decision making. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Leads change management activities, ensuring cross business/group coordination and logistical support for the implementation of change. Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Participates in project/program design and provides advice & subject matter expertise to achieve required business results. Conducts analysis required to inform strategic recommendations and considers the “big picture” when assessing whether or not a course of action is advisable in terms of the group and enterprise goals. Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions. May network with industry contacts to gather and identify competitive insights and best practices. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Proven experience in strategic financial modeling, ideally gained through roles in consulting, investment banking, or similar analytical environments Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Salary: $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO 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, please send an e‑mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr
$102k-190k yearly 2d ago

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Strategy & Finance Lead - Senior Manager (US)
BMO 4.7
Reporting manager job at BMO Capital Markets
A leading financial services provider seeks a strategic project manager to oversee the design, development, and implementation of various projects in Chicago. The ideal candidate will have over 7 years of experience and a strong background in strategic financial modeling. The role involves advising senior leaders, leading implementation efforts, and collaborating with diverse stakeholders to achieve business goals. Competitive salary, comprehensive benefits, and a commitment to personal growth are offered. #J-18808-Ljbffr
$109k-150k yearly est. 2d ago
Director, Financial Reporting and Accounting
Midland States Bank 4.0
Effingham, IL jobs
Director, Financial Reporting and Accounting Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $125,000-$190,000/annually Position Summary This position is a key member of the accounting team and the finance group as a whole. The Director - Financial Reporting & Accounting provides oversight and management of internal and external reporting, analyzes and implements new accounting policies and standards as required, monitors and updates existing accounting policies as the Company's business changes, and oversees accounting operations functions. Primary Accountabilities People Manages a team of professionals in a customer-centric culture to excel in a fast-paced environment. Coaches, develops, and conducts performance management activities with direct and indirect reports. Identifies high-potential employees for advanced training and development opportunities. Effectively manages poor performers. Job Specific Supports the Chief Accounting Officer in managing external financial reporting, including preparation and review of the annual report, quarterly earnings releases, bank regulatory reports and legal entity regulatory financial reports. Prepares initial drafts of financial statements to be included in Form 10-Qs and Form 10-K, including footnotes and Management's Discussion and Analysis (MD&A). Administers and supervises the annual and quarterly preparation process conducted by other accounting personnel. Supports the finance team in the review of footnote documentation and MD&A information. Performs a detailed review of the quarterly call report and Federal Reserve reports. Supports the finance team in the preparation of monthly and quarterly financial reporting packages for management, the audit committee and the board of directors. Addresses inquiries from internal and external auditors, providing documentation that supports their needs. Plans, organizes and coordinates all activities of the general accounting function for the Corporation to ensure accurate and timely recording of accounting entries. Administers and supervises the month-end close process. Is responsible for ensuring the accuracy and adequacy of internal control documentation required for enterprise risk management. Maintains a process to ensure that all balance sheet and internal DDA accounts are reconciled on a periodic basis. Is responsible for completing annual goodwill and intangible asset impairment assessments. Stays current with new accounting and financial reporting guidance issued by the FASB, SEC and IASB when applicable. Other The role requires occasional travel for training and team meetings, and willingness to travel periodically to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's degree in accounting. 10+ years of experience with a financial services, multi-company organization. CPA preferred. Over seven years of significant bank accounting experience, including SEC reporting/public company experience. Working knowledge of GAAP accounting issues as they relate to the banking industry. Excellent oral, written, and interpersonal communication skills with the ability to instruct others, interpret documents, and write reports and correspondence. Excellent organizational and time management skills. Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT PIdc4442081f66-37***********5
$125k-190k yearly 7d ago
Senior Manager, Corporate Treasury & Finance Transformation
Price Waterhouse Coopers 4.5
San Francisco, CA jobs
A leading global consulting firm in San Francisco is seeking a Senior Manager in Finance Consulting to lead the development and execution of impactful finance and treasury strategies. You will guide large projects, maintain operational excellence, and interact with clients at a senior level. The ideal candidate has a Bachelor's Degree and over 7 years of consulting experience in finance. Candidates will benefit from diverse team environments and opportunities for career growth. Salary ranges from $124,000 to $280,000 with various benefits. #J-18808-Ljbffr
$124k-280k yearly 3d ago
Controller, Vice President
Salal Credit Union 4.0
Seattle, WA jobs
We're seeking a strategic, forward-thinking Vice President - Controller to lead our accounting and finance functions and position themselves as the next Chief Financial Officer within the coming years. This is a rare opportunity for a seasoned financial leader to shape the future of a growing credit union while driving innovation and efficiency across the organization. As Controller, you'll be the cornerstone of our financial integrity and a trusted advisor to executive leadership and the Board. You'll manage a talented team, champion process automation, and ensure our financial strategy aligns with our mission and long-term goals. This is more than a Controller role - it's a launchpad for a CFO-caliber leader. This is a hybrid position that will report to our Northgate, Seattle Headquarters at least 2 days per week (Mondays and Wednesday). More in-office time may be necessary for certain leadership and team meetings. Applications for this role will close on JANUARY 23, 2026 OUR TOTAL REWARDS PACKAGE Base salary range of $152,691.39-$256,521.53 per year. The typical starting offer will fall between $165,000 - $215,000 per year, depending on experience and qualifications. This position qualifies for our profit‑sharing bonus program with possible annual payouts totaling 0-8% of annual salary depending on company performance. Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company‑paid contributions. Generous time off including 15 days of vacation, 12 days of sick time, and 2 floating holidays per year (eligible for use after 90 days of employment). Paid holidays in accordance with the Federal Reserve calendar. Tuition reimbursement. 401(k) plan with pre‑tax and post‑tax (Roth) options including company matching after 6 months of employment. Charitable contribution matching. Monthly transportation subsidy for employees that qualify. And more! Expanded details about our benefit offerings can be found at: *********************** WHAT YOU'LL DO IN THIS ROLE Manage and mentor the accounting and finance teams, fostering collaboration and continuous improvement. Work closely with executive leadership and department heads to translate financial objectives into actionable priorities. Oversee accurate GAAP‑compliant financial reporting, regulatory filings, audits, and internal controls. Spearhead digital transformation and enterprise‑wide system updates to enhance efficiency and scalability. Develop budgets, forecasts, and financial roadmaps that support sustainable growth and strategic initiatives. Provide insights and recommendations to the CEO, CFO, and Board to inform critical decisions. WHAT YOU BRING TO THE TABLE Experience: 10+ years of progressive accounting/finance leadership. 5+ years in a senior management role (Controller or Assistant Controller). Direct experience in banking, credit union, or financial services required. Education & Credentials: Bachelor's degree in Accounting or Finance. Active CPA or CMA certification. Skills & Attributes: Deep knowledge of GAAP, NCUA/banking regulations, and complex financial reporting standards. Strong executive presence with the ability to present financial strategy to senior leadership, the Board, and regulators. Proven track record of leading and developing high‑performing teams in a collaborative, results‑driven environment. Advanced analytical and problem‑solving skills with a focus on strategic planning and operational efficiency. High proficiency with accounting systems, financial modeling tools, and Microsoft Excel. Ability to interpret regulatory changes and translate them into actionable policies and strategies. Solid understanding of advanced financial concepts, including capital ratios and risk modeling. ABOUT SALAL CREDIT UNION We have helped thousands of members manage their money by making bold, measured decisions to offer the right products to each person. Our mission is to break down financial barriers for the innovators in our community by offering good rates, low fees, and dedicated personal services. Beyond that, we are committed to giving 5% of our annual income to help people and causes in the communities we serve, because we know that many small actions, when added together, can make big impacts. Helping our employees build and achieve their career goals is equally as important to us, and we are dedicated to fostering a positive work environment in which they can thrive. We strongly prioritize their growth and development as well as their impact to the community so we can be an institution that our employees are proud to be a part of. Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities. To request a reasonable accommodation in order to complete your application or if you need this job announcement in an alternative format, contact the Talent Acquisition Team at *******************. If you do not have internet access, you may visit your local public library or any WorkSource location and use their computers. Salal Credit Union participates in E-Verify to confirm employment eligibility for all new hires in accordance with federal law. Seattle, Washington 98115 #J-18808-Ljbffr
$165k-215k yearly 5d ago
Senior Financial Due Diligence Manager
Grant Thornton International Ltd. 4.6
Boston, MA jobs
A leading consulting firm is seeking a Financial Due Diligence Manager in Boston. You will manage financial due diligence for transactions, coordinate cross-functional teams, and maintain strong client relationships. Required qualifications include a Bachelor's degree in Accounting, 6+ years of consulting experience, and strong knowledge in US GAAP. The position offers a salary range of $138,200 to $207,400. Travel is expected up to 25%. This role provides an opportunity for leadership and mentorship. #J-18808-Ljbffr
$138.2k-207.4k yearly 4d ago
Sr. Manager/Sr. Counsel - Commercial Real Estate - Agency Finance (Hybrid)
Capital One 4.7
McLean, VA jobs
* Providing legal support to Agency Finance as a trusted advisor and strategic partner to the transaction teams and other internal partners* Partnering with Agency Finance business partners, Risk and Compliance to evaluate GSE and/or FHA program requirements and develop policies and procedures for compliance, monitoring and reporting* Tracking and managing negotiation of sub-servicing documentation in connection with Freddie Mac securitizations and assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective* Engaging and overseeing outside legal counsel in an effective and efficient manner* Partnering collaboratively with other internal counsel and business teams in the Commercial Bank and across the enterprise* Advising Commercial Bank business partners on communications with external parties, including customers, regulators, partners, industry trade groups and outside law firms* Providing thought and strategic leadership on relevant industry and regulatory developments* Leading projects such as the development of negotiation guidelines and training sessions* Partnering with the Operations team to drive process improvements* Juris Doctor from an accredited law school* Active member in good standing of at least one state bar* At least 4 years of experience as an attorney in a law firm, at a government agency, as a military judge advocate or as in-house counsel* At least 2 years of legal counsel experience focusing on multifamily agency finance transactions* 5+ years of experience in a law firm, in-house legal department, or a combination with a focus on multifamily agency finance transactions (working with Fannie Mae and/or Freddie Mac related transactions)* Working knowledge of commercial real estate lending issues involving title insurance, surveys, zoning, and flood, casualty/liability insurance* Excellent oral and written communication skills* Strong ability to quickly understand the business needs and partner with the business Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr
$103k-127k yearly est. 4d ago
Senior Manager, Accounting
Partners Capital 4.4
Boston, MA jobs
We are looking for a Senior Manager, Accounting with strong technical accounting experience to join our growing Finance team as a newly created position. The role will be in our Boston office working in close collaboration with the London-based Finance team. You will have the opportunity to apply your extensive experience of US GAAP and broader financial experience across a range of processes and operations for a global group. The primary responsibilities of this role will include, but are not limited to, the below: Responsible for leading audits with an external Big 4 audit firm, ensuring financial statements comply with GAAP accounting policies and disclosure requirements Responsible for the month-end close process for US legal entities in the group, including financial reporting, reconciliations and management information Input and maintain accurate accounting data in the firm's financial systems, ensuring all entries comply with relevant local accounting standards Contribute to the enhancement of financial policies and procedures to strengthen control environments and ensure best practice, with a specific focus on US GAAP and local US compliance and regulatory frameworks Collaborate with the Boston based Tax Manager to assist in the preparation of relevant US federal and local tax filings, liaising with external advisors as required Collaborate with our outsourced service provider to manage general ledger activities, journal entries, reconciliations and month-end close processes Participate in finance system improvements and digital transformation initiatives to enhance efficiencies and reporting accuracy Ensure compliance with company policies and regulatory requirements Support the COO / Head of Operational Finance with ad hoc special projects as required Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels Key responsibilities may be assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed. Additional responsibilities include: Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels Qualifications / Attributes Required: We are looking for a proactive and motivated team player to join our Finance team. This role requires a strong understanding of GAAP, financial principles and the ability to review and communicate complex financial information effectively. The successful candidate will ideally be able to demonstrate the below qualifications/attributes: Bachelor's degree in accounting and CPA and/or master's degree in accounting 8+ years of relevant accounting experience Strong knowledge of accounting principles, financial reporting, and internal controls Expertise in GAAP accounting principles, practices and procedures Proven ability of project managing the audit process Proven experience of adhering to the complex regulatory and financial reporting requirements within the Financial Services industry Excellent analytical and problem-solving skills, with a keen attention to detail and the ability to identify areas of improvement Highly motivated, flexible, quality focused teammate with excellent organizational skills Ability to quickly grasp complex organizational/ownership structures Ability to work independently and exhibit both independent thinking and good judgment Effective communication and interpersonal skills, with the ability to interact with stakeholders across all levels, locations and business functions Passionate about details while maintaining a broad view of business objectives Strong knowledge of Microsoft Office Suite (particularly Excel and PowerPoint) Understanding of and ability to learn financial systems and reporting tools Preferred: Knowledge or prior experience of SAP Business by Design would be highly desirable Benefits and Compensation Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible “results-focused” working model. Our benefits package includes medical, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events. We also support the pursuit of professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), etc. Massachusetts requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary range is specific to individuals applying to work in our Massachusetts office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in Massachusetts is $120,000 - $180,000. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case-by-case basis. The base salary is one element of our competitive compensation package. In addition to the base salary, this position may be eligible for performance-based incentives and our profit share program. For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice #J-18808-Ljbffr
$120k-180k yearly 1d ago
Senior Public Finance Treasurer & Investments Lead
Commonwealth of Massachusetts 4.7
Boston, MA jobs
A government authority in Massachusetts is seeking a Treasurer to manage MSBA funds and investments, ensuring compliance with state laws. This senior role involves overseeing cash and investment activities, debt portfolio management, and financial reporting. Candidates should possess a bachelor's degree in finance or related field, at least 10 years of relevant experience, and strong knowledge in government finance and debt issuance. A competitive salary and a full-time schedule are offered, with potential for hybrid work. #J-18808-Ljbffr
$124k-183k yearly est. 2d ago
Strategic State Finance Leader & Budget Architect
Commonwealth of Massachusetts 4.7
Boston, MA jobs
A state government office in Massachusetts is seeking a Chief Financial Officer (CFO). The CFO will oversee financial management, budgeting, and accounting for the Executive Office for Administration & Finance. Applicants should have significant experience in financial management, with a preferred focus on supervisory roles. This position offers a competitive salary and a comprehensive benefits package. The organization is committed to diversity and encourages applications from underrepresented groups. #J-18808-Ljbffr
$124k-183k yearly est. 3d ago
Senior Accounting Manager - US GAAP & Audits
Partners Capital 4.4
Boston, MA jobs
A global financial services firm is seeking a Senior Manager in Accounting to lead audits and oversee the month-end close process while working closely with a Boston team. This role requires 8+ years of accounting experience, a strong background in GAAP, and proficiency in financial reporting. The firm offers competitive compensation, exceptional benefits, and a supportive working environment focused on professional growth. #J-18808-Ljbffr
$107k-145k yearly est. 1d ago
TMT Financial Due Diligence Lead
Rsm Us LLP 4.4
San Francisco, CA jobs
A leading professional services firm in San Francisco seeks an experienced financial due diligence professional. The role involves performing detailed financial analyses for clients acquiring and divesting businesses, preparing information for management meetings, and interacting with various functional teams. Candidates should have a bachelor's degree in accounting or finance and a minimum of 5 years in audit or transaction advisory practices. Strong verbal and written communication skills are essential for success in this position. #J-18808-Ljbffr
$116k-159k yearly est. 2d ago
Deals - Financial Due Diligence, Manager - East, New York & Boston
Price Waterhouse Coopers 4.5
Boston, MA jobs
At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals. Those in financial due diligence at PwC will focus on providing strategic advice and business diligence services to clients in their mergers, acquisitions and divestitures. You will be responsible for analysing financial information focusing on quality of earnings and assets, cash flows and other key client deal issues. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Key Skills & Experience Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold and reinforce professional and technical standards (e.g., refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Aquisition Advisory team you are expected to manage client service accounts and drive client engagement workstreams. As a Manager you are expected to supervise, develop, and coach teams, maintaining top-quality deliverables and leveraging team strengths to meet client expectations. You are expected to thrive in a team setting, communicate effectively with both technologists and business partners, and drive client engagement workstreams. Responsibilities Manage client service accounts and drive engagement workstreams. Supervise, develop, and coach teams to confirm top-quality deliverables. Utilize team strengths to meet client expectations. Foster productive communication between technologists and business partners. Lead client engagement workstreams. Assure project success and maintain exceptional standards. Promote a culture of trust and accountability. Address and resolve conflicts or issues as they arise. What You Must Have Bachelor's Degree. 5 years of experience. Active CPA in the current work office, Chartered Accountant in good standing, MBA through an accredited university, or CFA credential. What Sets You Apart Broad knowledge in financial due diligence and transaction-related services. Interviewing executive management at target companies. Assessing a target company's quality of earnings, net assets, and cash flows. Managing resolution of issues in technical accounting areas. Supervising teams to create an atmosphere of trust. Seeking diverse views to encourage improvement and innovation. Answering questions and providing direction to less-experienced staff. Coaching staff with timely meaningful feedback. Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** #J-18808-Ljbffr
$99k-232k yearly 2d ago
Senior Patent Finance & Underwriting Leader
Burford Capital LLC 3.6
Chicago, IL jobs
A global finance and asset management firm is seeking a Vice President - Patent Underwriting in Chicago. This role involves evaluating patent cases for financing and requires an experienced litigator with a strong background in complex patent litigation. Ideal candidates will have significant experience in litigation funding and possess strong analytical and interpersonal skills. The firm offers a competitive salary and incentives, alongside a commitment to diversity and inclusion. #J-18808-Ljbffr
$100k-128k yearly est. 5d ago
Sr. Manager - Outsourced Accounting Services (Legal Services)
Eisneramper 4.8
New York, NY jobs
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking an Sr. Manager with Legal Professional Services Industry experience to join our Outsourced Accounting & CFO practice, in a fully remote role. As a Sr. Manager, you will help our clients transform their business with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs. Please note that this is a fully-remote position, but you must be available to work Eastern and/or Central time zones. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What work you will be responsible for: Coordinate and direct the financial planning, budgeting, procurements, or investment activities for all or part of an organization for multiple firm clients. Prepare financial information. Prepare, or direct preparation of financial statements, business activity reports, financial position forecasts, budgets, or reports required by regulatory agencies. Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations. Monitor ratio and key performance indicators (KPI). Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing actions. Advise management on short-term and long-term financial objectives, policies, and actions. Communicate on a regular basis with boards, bankers, investors, constituents, etc.; may include prepping for and/or hosting board presentations. This position may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes. Basic qualifications: BA/BS degree in accounting or related field 6+ of relevant accounting, audit and/or financial statements preparation experience in the legal professional services industry Prior supervisory experience Working knowledge of CLIO software Preferred/Desired qualifications: Public accounting experience is preferred CPA certification or exams passed is preferred An understanding of generally accepted accounting principles (FASB/SFAS) or other comprehensive basis of accounting Accounting back-office experience Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems. Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc.). Strong organization skills/goal orientation/self-motivation. Ability to handle multiple client files and deadlines at one time. Ability to handle pressure in a positive professional manner. Excellent interpersonal skills. Communication that is clear, concise, and considerate of the needs of others. Ability to work cooperatively with others and value the different contributions people make. Proven success in managing work and key client relationships to exceed client expectations. Ability to perform in challenging situations in a positive professional manner. For Minnesota, Colorado and Illinois, the expected salary range for this position is between $120,000 and $150,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law. About our Outsourced Services Team: The EisnerAmper Outsourcing group brings our team's specialized knowledge of accounting directly into the offices of a wide range of partners. When we work with a client, we become part of their business, and we don't take that lightly. Armed with cutting-edge industry technology and outsourcing practices, we're given the tools to both provide best-in-class service and constantly grow as professionals. Through our team-based culture of creativity and collaboration across all levels, we hold each other accountable to always look for new innovative ways to grow as a group, better serve our clients, and advance in our careers. Because we are a rapidly growing group, EisnerAmper Outsourcing employees have the opportunity to make a lasting impact on the business and its direction. Everyone has a voice to bring new ideas to the table, which are backed by the confidence, expertise, and global reach of the larger firm. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 5,000 employees including 450 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: Preferred Location:Minneapolis For NYC and California, the expected salary range for this position is between 120000 and 200000 The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.
$120k-150k yearly 2d ago
Principal, Financial Planning & Analysis
Wellington Management Company 4.9
Boston, MA jobs
Principal, Financial Planning & Analysis page is loaded## Principal, Financial Planning & Analysislocations: Boston, MA, United Statestime type: Full timeposted on: Posted Yesterdayjob requisition id: R93222# **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.# # About the RoleThe Principal, Financial Planning & Analysis - Global Operations plays a key role in providing financial insight, analytical support, and operational performance reporting to drive strategic decision-making across the firm's global platform. This position partners closely with business and operation leaders and finance teams to enhance financial visibility, improve cost efficiency, and ensure alignment with organizational goals.This role will be strategic partner to the Head of Global Operations and the Director of Finance, Infrastructure to help achieve business outcomes while ensuring financial excellence. This is a dynamic role that requires strong general business leadership skills, including the ability to frame the key issues, develop recommendations, and influence outcomes. The role bridges the firm's operational strategy with financial stewardship, execution, and organizational communications while leveraging financial and operational datasets and technology to enhance efficiency and decision-making. **KEY RESPONSIBILITIES*** Develop and maintain financial models, forecasts, and variance analyses for the Global Operations Division.* Support budgeting and long-range planning processes, providing detailed analysis on cost drivers, trends, and efficiency opportunities.* Creation and management of proactive analytics that unlock ideas and enables high-level discussion of investment & growth areas* Partner with global operations teams to monitor key performance indicators (KPIs), identify process improvement areas, and evaluate financial impacts while supporting strategic vision and initiatives .* Drive cost efficiency and operational excellence across the financial and operational processes with a lens on efficiency and scale* Prepare and present monthly and quarterly management reports highlighting performance metrics, expense trends, and operational insights.* Assist with business case development for new initiatives, technology investments, and vendor partnerships.* Perform cost-benefit analyses to evaluate global operations projects and process enhancements.* Continuous evaluation and support for cost allocation, transparency, problem-solving and execution* Collaborate with the global accounting team to ensure accurate accruals, allocations, and financial reporting.* Contribute to continuous improvement of financial reporting tools, data visualization dashboards, and automation initiatives.**SKILLS & COMPETENCIES*** Demonstrable 10+ years of relevant work experience in finance with global operations or technology leadership experience, ideally within a global environment.* Strong analytical and quantitative skills with proven ability to interpret complex financial data.* Proficiency in Excel and financial modeling; experience with BI tools (e.g., Power BI, Tableau) a plus.* Strategic thinker with the ability to provide forward-looking analysis and recommendations.* Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization.* Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner* Working knowledge of ERP systems (Workday) and financial reporting platforms (Adaptive).* Excellent written and verbal communication skills with the ability to present insights to senior leadership.* Detail-oriented, organized, and proactive with strong problem-solving capabilities.* Ability to thrive in a dynamic, fast-paced, and globally integrated environment.Not sure you meet 100% of our That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.*As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to* *race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law***.* If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ************************************.*At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:USD 120,000 - 225,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term. #J-18808-Ljbffr
$124k-165k yearly est. 4d ago
Senior Director of Financial Planning & Client Experience
Oppenheimer & Co Inc. 4.7
Chicago, IL jobs
A leading investment bank is seeking a Senior Director for their Financial Planning team in Chicago. The role involves engaging with financial professionals to develop business opportunities, educating them on financial planning practices, and serving as a trusted advisor to clients. With a minimum of 7 years' experience in financial services and strong presentation skills, the candidate will participate in driving client engagement. The position offers a competitive salary range between $130,000 and $150,000, reflecting experience and qualifications. #J-18808-Ljbffr
$130k-150k yearly 1d ago
Financial Planning, Senior Director
Oppenheimer & Co Inc. 4.7
Chicago, IL jobs
Career Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc. is seeking a Senior Director to join our Financial Planning team within the Asset Management Department. The Senior Director is responsible for serving as a value-added extension of a financial professional's practice. This individual will satisfy this requirement through two major functions - partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firm's financial professionals, and teams on all things related to Oppenheimer's financial planning capabilities. This position will report to the Managing Director and Head of Financial Planning. This position may be based at any of the following office location: Chicago, Houston, Los Angeles, San Francisco, Seattle, or New York City. Responsibilities Engage with financial professionals to develop business opportunities with new and existing clients via Oppenheimer's goals-based financial planning process Educate financial professionals on best practices with respect to integrating these capabilities and the process of financial planning into their business practices In collaboration with the financial professional, attend, participate, and/or lead client discovery and/or plan presentation meetings In certain circumstances, drive, partner, or serve as a consultant on the development of an actual plan for presentation Be able to speak and present at seminars, webinars, and presentations, sometimes to large groups on various financial planning related topics Serve as subject matter expert for financial professionals and affluent UHNW clients on topics related to financial planning and remain knowledgeable and up-to-date on issues that impact financial planning including regulations, and law changes Build strong, trustworthy, value driven relationships with financial professionals, branch managers, business partners and senior management at the firm in the interest of promoting financial planning Operate as a bridge to the various platforms that represent the firm's product offering such as but not limited to, Oppenheimer Asset Management, Oppenheimer Life Agency & Oppenheimer Trust Company of Delaware Qualifications Minimum of 7 years' experience in financial services including, but not limited to, financial planning, goals-based investing, engaging with affluent/HNW and UHNW clients, managed advisory programs, insurance and annuities, and retirement strategies Bachelor's degree in business, finance, accounting or related field required FINRA Registration: Series 7 and 66 (or 63 and 65) required Active state life and health insurance license required Knowledge and familiarity of branch functionality and also the advisor/client relationship strongly preferred but not required Strong understanding of and experience with MoneyGuidePro financial planning software or similar related software The ability and flexibility to travel, approx. 10-25% of the year Intelligent, enthusiastic self-starter with proven ability to work closely with financial professionals and other team members Ability to juggle multiple planning opportunities at different stages with different financial professionals at any given time. High ethical standards geared toward putting the clients' best interest first Exceptional presentation skills that can range from a small audience of 1 or 2 individuals to larger groups of 50+ individuals Passion for coaching, training, and educating colleagues whose experience can range from little or none up to multiple decades worth of tenure Strong working knowledge of Microsoft Office suite Strong attention to detail Compensation For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $130,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. #J-18808-Ljbffr
$130k-150k yearly 1d ago
Senior Manager, Card Tech Finance
Capital One 4.7
McLean, VA jobs
* Bachelor's Degree or military experience* At least 7 years of experience in financial analysis, financial modeling, or a combination* At least 3 years of experience managing a Financial Planning & Analysis (FP&A) function* At least 1 year of people management experience* Master's Degree in Business Administration (MBA) or Master's Degree in Finance* Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license* 5+ years experience managing a Financial Planning & Analysis (FP&A) function* 2+ years of people management experience* 1+ year of people management experience managing both direct and indirect reports Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr
$103k-127k yearly est. 3d ago
Financial Center Manager
Northwest Bank 4.8
Lancaster, PA jobs
As a Financial Center Manager, you will be responsible for overseeing the daily operations of the financial center while ensuring exceptional customer service, achieving sales goals, fostering employee development, and maintaining operational soundness. Your role will encompass a variety of duties aimed at driving growth, efficiency, and customer satisfaction. Essential Functions * Sales Goal Achievements: Develop and implement strategies to meet or exceed sales targets for various banking products and services, that may include loans, deposits, and/or investments. Lead by example by actively engaging in sales activities and motivating staff to achieve their sales objectives. * Individual Goal Achievement: Work closely with each team member to set clear, measurable goals aligned with organizational objectives. Provide guidance, support, and resources to help team members achieve their individual targets. Regularly monitor progress utilizing sales tools and provide effective coaching to ensure continuous improvement. * Operational Soundness: Accountable for all operational activities within the financial center, including financial center cash management, compliance with regulatory requirements, and adherence to internal policies and procedures. Implement risk management practices to safeguard assets, minimize fraud, and maintain a secure banking environment. Collaborate with support functions to streamline processes and enhance operational efficiency. * Leadership Portraying the Northwest Bank Culture: Uphold a customer-centric culture within the financial center by ensuring that every customer interaction is prompt, courteous, and efficient. Address customer inquiries, concerns, and complaints promptly to ensure high levels of satisfaction and retention. Implement initiatives to improve the overall customer experience and loyalty. * Employee Development: Provide guidance, coaching, and mentorship to financial center staff to enhance their product knowledge, sales skills, and customer service abilities. Conduct regular documented performance evaluations utilizing the HR tool, to identify training needs, and support career development opportunities for team members. * Compliance and Regulations: Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk. Maintain confidentiality and always protect customer information. * Community Engagement and CRA Efforts: Represent Northwest Bank in the local community by participating in events and initiatives. * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education High School Diploma or equivalent preferred Preferred Work Experience 2 - 3 years Banking and/or retail experience 2 - 3 years Sales leadership experience 2 - 3 years Management experience Knowledge, Skills, and Abilities * Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes of the problems, and suggest an alternative course of action including innovative or creative approaches * Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest's strategic plans * Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion * Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning * Ability to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience * Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information * Ability to motivate and provide direction in the activities of others, appropriately assigning work and authority, in the accomplishment of goals; providing advice and assistance as required * Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$42k-65k yearly est. 2d ago