Chief executive officer jobs in Dothan, AL - 3,238 jobs

KLR Executive Search Group is pleased to partner with UC Funds, a dynamic and innovative boutique private equity real estate firm with offices in Miami, FL, and Boston, MA. UC Funds is a vertically integrated specialty finance company that originates, structures, underwrites, and manages commercial real estate investments across the United States. Its investment focus spans multifamily, retail, office, hotel, industrial/warehouse, adaptive reuse, and construction projects. As part of its succession planning, the firm is seeking to identify its next Chief Financial Officer in anticipation of a planned retirement. This position is based in Miami, FL, and requires five days a week. The CFO will be a key member of the Executive Leadership team, overseeing all financial operations across the organization. This role involves strategic financial planning, risk management, financial reporting, budgeting, and ensuring the Company's financial health and sustainability. This professional will work closely with the CEO and senior executives to drive business growth and profitability and ensure regulatory and industry standards compliance. Key Responsibilities include: Develop and implement financial strategies to support the Company's long-term goals and objectives. Oversee budgeting, forecasting, and financial modeling processes. Oversee financing activities, including debt and equity financing, and manage the Company's capital structure. Oversee and lead M&A activities, including financial due diligence, valuations, integration planning, and negotiations. The successful candidate will bring: A minimum of ten (10) years of progressive experience in finance, with at least five years in a senior leadership role, preferably as a CFO or VP of Finance. Real Estate experience is a must. Real Estate financing experience is strongly preferred. Strong understanding of financial modeling, budgeting, forecasting, and reporting. Experience managing a finance team and leading financial operations in a dynamic business environment. In-depth knowledge of financial regulations, tax laws, and corporate governance. Exceptional verbal and written communication skills, with the ability to present financial information to diverse audiences (e.g., Board members, investors, senior leadership). Communicate effectively with all cross-functional team members to deliver quality and build strong relationships. Bachelor's degree in Accounting, Finance, Business Administration, or a related field. MBA or other advanced degree is a plus. The salary range for this position is $250,000 - $300,000 and does not include benefits and bonus potential. Compensation is determined by a variety of factors including but not limited to the role, function, and associated responsibilities, as well as a candidate's work experience, education, knowledge, skills, and geographic location.

About the Company: Wrightwell is a growing real estate investment company focused on acquiring and managing high-quality Build-to-Rent (BTR) communities across the U.S. Our team is committed to delivering exceptional value to residents and investors through strategic acquisitions, disciplined operations, and proactive asset management. Position Summary: The Vice President of Asset Management will play a critical role in the acquisition and ongoing management of Build-to-Rent communities nationwide. This leader will oversee third-party property management teams, drive operational performance across all assets, and support the senior leadership team with strategic decisions, including sales of individual communities. The ideal candidate is a results-oriented real estate professional with a strong background in multifamily asset management, financial analysis, and operational oversight. This role is based in Atlanta, GA and requires a minimum of 3 days per week in office. Key Responsibilities: Acquisitions Support Assist in the identification, evaluation, and execution of Build-to-Rent acquisitions across the U.S. Conduct financial and operational due diligence on potential acquisitions. Collaborate with acquisitions, finance, and development teams to assess projected performance, budgets, and investment returns. Asset Management Oversight Lead the ongoing asset management of BTR communities, ensuring each property meets or exceeds performance targets. Oversee third-party property managers, providing guidance on operational execution, leasing strategies, and resident experience. Monitor and manage each community's revenue, expenses, and occupancy relative to approved budgets. Implement strategies to optimize financial and operational performance, including cost control, revenue enhancement, and resident retention initiatives. Reporting & Analytics Prepare regular performance reports for senior leadership and investors, highlighting key metrics and opportunities for improvement. Analyze market trends, competitor performance, and operational benchmarks to inform asset-level strategies. Strategic Support Partner with the senior team on decisions regarding property dispositions, refinancing, or recapitalization. Support long-term portfolio planning and strategic initiatives. Team Leadership & Collaboration Provide mentorship and guidance to asset management and support staff. Foster strong collaboration across acquisitions, development, finance, and operations teams. Qualifications: Bachelor's degree in Real Estate, Finance, Business, or related field (Master's preferred). Minimum of 8-10 years of experience in real estate asset management, with a focus on multifamily or Build-to-Rent communities. Proven experience managing third-party property managers and multi-state portfolios. Strong financial acumen, including budgeting, forecasting, and investment analysis. Excellent leadership, communication, and problem-solving skills. Ability to travel nationally to visit communities as needed. Preferred Skills: Experience with large-scale Build-to-Rent acquisitions and operations. Knowledge of real estate markets across multiple U.S. regions. Familiarity with property management software and reporting platforms. What we Offer: Competitive salary and performance-based incentives Benefits package including health, dental, vision, and retirement plans Opportunity to shape the growth of a national Build-to-Rent platform

Empira Group is a leading investment manager focused on real estate investments in the U.S. and Europe, with $10 billion in assets under management. Founded in 2014, Empira offers a vertically integrated real estate investment platform specializing in real estate equity and debt. Our real estate and capital markets experts deliver expertise across every stage of the residential and commercial real estate lifecycle. Empira is headquartered in Zug, Switzerland, and maintains 13 global offices with a dedicated U.S. team based in Miami, Florida. In-house acquisitions, investment management, asset management, development, construction, and marketing functions oversee the entire value creation process, sourcing and executing the ground-up development of high-quality multifamily and luxury condominium projects. In early 2025, Empira was acquired by Partners Group and operates as an independent real estate investment firm within Partners Group's global platform. We are seeking a highly skilled and committed professional to play a pivotal role in executing the next phase of our growth strategy in the U.S. The role of VP of Capital Markets will be based out of our Miami office. Position Overview The Vice President of Capital Markets will be responsible for all capital formation activities. This individual will cultivate and manage equity investor relationships for residential real estate development projects. This position will lead all investor communications and oversee equity fundraising strategies. Working in Empira's Miami office, the successful candidate will be part of an ambitious and agile team responsible for driving Empira's growth across the US. The role will suit an ambitious professional who is motivated to deliver results, think strategically, and feel part of the success of the organization from day one. Your tasks Be the first point of contact and expand Empira Group's network of institutional and private investors (family offices and high-net-worth individuals) in the US. Identify, structure, and raise equity capital for fund and individual investment structures. Contribute to growth across the US and the ongoing internationalization of Empira Group. Collaborate regularly with Acquisitions and Development teams to support capital raising initiatives and participate in the creation and implementation of marketing activities. Manage investor lists and correspondence in CRM database, track engagement history and investment preferences. Travel as needed to meet with existing and prospective investors, attend industry conferences, and conduct site tours. Cooperate closely with the global Client Solutions/Capital Markets teams and produce regular investor reporting packages. Identify and analyze market-specific trends, competitor activities, and serve as an internal resource on capital market intelligence. Your qualifications Bachelor's degree in business administration, economics, or related field, MBA, and/or CFA desirable. 10+ years' experience working with institutional investors. Track record of raising capital for similar investments. Deep personal network including an extensive range of contacts among institutional and private investors and the broader ecosystem. Excellent problem-solving, presentation, and analytical skills. Integrity, strong personal values and work ethic, and professional maturity, as well as a high level of self-initiative. Excellent communication skills and ability to write clearly and concisely. Our offer Young, dynamically growing company with flat hierarchies Dedicated and motivated team Attractive compensation and benefits package Training and personal development opportunities Modern offices in central locations We look forward to receiving your application! Equal Opportunity Statement Empira Group is committed to diversity in its workforce and is proud to be an equal opportunity employer. Empira Group considers qualified applicants without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, pregnancy, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected status.

Gulf Winds Credit Union offers innovative financial tools that give our members freedom to live life with their finances under control. Since our founding in 1954, we have grown from a single branch in Pensacola, Florida, to a regional institution with over $1 billion in assets and 83,000+ members across Florida, Alabama, and Georgia. From daily banking needs to investment services, our members aren't treated like an account number, but as part of the family. Our Values We are guided by our core values of Integrity, Care, Growth, and Innovation and are dedicated to our members, our community and each other. Integrity We own our decisions and actions by doing the right thing, learning from our mistakes, and taking responsibility. Care We help members meet their goals by listening to understand and offering the best solutions, placing kindness above all else. Growth We set ambitious goals, provide personal development opportunities, and encourage results. Innovation We challenge the status quo to enhance the member's experience and solve tomorrow's challenges today. Working at Gulf Winds Working at Gulf Winds is not just a job, it's a career. We're hiring collaborative, motivated people who want to love what they do. We are forward-thinking and family oriented. We recognize and reward excellent member service and have fun while working hard. When you join the team, you can expect: Open and transparent communication with your leaders Consistent coaching and opportunities to improve performance. Collaborative and team-focused environments Short and long-term professional development Opportunity to participate in cross-functional projects. With you on our team we can achieve our vision of becoming the leading and most trusted credit union on the Gulf Coast. Role The Chief Member Experience Officer (CMXO) plays a pivotal role in leading and optimizing the overall member journey across all touchpoints. The CMXO ensures that Gulf Winds delivers an exceptional, consistent, and values-driven experience that deepens relationships, drives loyalty, and aligns the member experience with our Target Market. They are responsible for driving growth results and shaping the future of a high‑performing Credit Union. This position develops and delivers the short-term and long-term Retail Branch Network, Digital Branch, Wealth Management, and Operations strategic objectives that lead to a Member Experience that is focused on the overall member relationship. The CMXO is responsible for the development, implementation, and execution of strategic Member Experience initiatives in accordance with policies established by the President/CEO and Board of Directors. The position monitors performance of key indicators of the Credit Union while assessing market and regional trends. The CMXO is responsible for driving revenue through innovative products and services while managing the appropriate risk appetite. The CMXO is a key leader in our team, overseeing all Retail Branch Operations within the Credit Union. This includes developing, implementing, and managing Branch and ITM strategies that align with the Credit Union's goals and regulatory requirements. The CMXO seeks opportunities to strengthen Gulf Winds' Member Experience and protect the Credit Union's financial strength. They also collaborate closely with executive management team members, auditors, and regulators. Essential Functions & Responsibilities Serve as the voice of the member within the organization, ensuring that decisions, policies, and processes reflect the needs and expectations of our members. Partner with executive peers to align operations, retail design and location, digital, and wealth management initiatives around a unified member‑centric vision of a high performing credit union. Oversee member service operations across branches, digital channels, and contact centers to ensure consistent service excellence. Identify and improve pain points in the member journey using data, feedback, and analytics. Lead the design and implementation of service standards and performance metrics to measure and enhance member satisfaction and loyalty. Drive Net Promoter Score (NPS) and member satisfaction goals through continuous improvement initiatives. Partner with Technology and Marketing to advance digital transformation and ensure a cohesive omnichannel experience. Use data and voice‑of‑member insights to drive innovation, develop new products, and refine existing services. Stay informed on credit union and financial industry trends to identify emerging opportunities to enhance the member experience. Collaborate with the Marketing team to ensure the Gulf Winds brand is consistently represented in all member interactions and within our Retail locations. Ensure that communications, educational programs, and community engagement initiatives strengthen trust and deepen relationships. Performs other job‑related duties as assigned. Performance Measurements Develops effective strategic plans for all areas of ownership that support the Credit Union's overall strategic plan. Allocates and aligns resources to meet plan objectives. Incorporates organizational priorities, strategies, goals, industry trends, and market viability. Development and execution of strategic corporate‑level initiatives that contribute to the overall growth and success of the Credit Union. Direct reports receive leadership, and coaching and evaluations provide value, hold the team accountable, and help the Credit Union become a high‑performing Institution. Complies with all applicable rules, regulations, and policies, including but not limited to BSA, OFAC, and Physical Security. Knowledge and Skills Experience: Ten‑plus years of progressively responsible experience in the Credit union industry. Minimum five years of senior executive management experience. Education: Bachelor's degree in business administration or related field or equivalent combination of education and experience. Interpersonal Skills: Motivating or influencing others is a material part of the position, requiring a significant level of diplomacy and trust at all levels of the organization. Obtaining cooperation (internally and/or externally) is an integral part of the position, and a high level of interpersonal skills is critical to success. Work frequently involves contacts requiring considerable discussion of problems, material presentations, and resolving issues impacting other units. Other Skills Change readiness - Positively embraces change and remains open to changes, altering behavior as necessary. Collaboration and teamwork - Works cooperatively and collaboratively with others inside and outside the organization to accomplish individual and organizational objectives. Communication - Conveys information effectively in a variety of settings, applying the best mode of communication for the situation. Continuous learning and improvement - Continually participates in development opportunities to improve personal knowledge, skills, and abilities, as well as the organization's success and efficiency. Creative thinking and problem‑solving - Anticipates needs; thinks critically about business issues; addresses problems and issues innovatively. Analyzes relevant data, weighs alternatives, and chooses the best action plan. Ownership/Accountability - Takes responsibility for decision‑making and accomplishing objectives within the role; demonstrates initiative to enhance value. Physical Requirements This role requires sitting at a computer for most of the day. This role would also require the ability to file files, open filing cabinets, and bend or stand as necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function. Work Environment The position is based in‑office in our Pensacola, Florida market, operates primarily in an office setting, and routinely uses standard office equipment such as computers, Confidential Page: 3/ 3 printers, and phones. This position requires consistent presence in the office to collaborate with team members and fulfill job responsibilities effectively. It requires the ability to actively participate in conference calls and meetings with other Credit Union team members and vendors. The normal expected work schedule is Monday through Friday, 8:30a.m. to 5:00p.m. After hours work or travel required to meet project deadlines or attend conferences, seminars, or meetings. Must adhere to safety rules and regulations. This Job Description is not a complete statement of all duties and responsibilities comprising the position. Gulf Winds is an Equal Opportunity Employer. Drug Free Workplace. #J-18808-Ljbffr

About Us: Concord Wilshire (“CW”) is a nationally recognized leader in residential, hotel, and mixed-use real estate development and construction with over $13 billion in total value of developed and acquired assets. CW is a full service real estate development, financing and investment company based in Miami, Florida. With offices in Miami, Phoenix, Atlanta and Los Angeles, the company is actively involved in various residential, hospitality, mixed-use and institutional development projects throughout the United States. For additional information, visit *********************** Job Description: Concord Wilshire is looking for a highly qualified, experienced Managing Director for its Miami office (located in Brickell) with at least 15 years of experience in real estate acquisitions, land-use planning, development, and construction. Offering competitive salaries, health benefits and bonuses, CW provides a dynamic work environment for project, development and construction managers who can manage and execute projects with little or no supervision. Job Responsibilities: Acquisition and Planning Lead or support land acquisition due diligence, feasibility analysis, and entitlement strategy. Prepare, review, and coordinate engineering submissions for Plans of Subdivision and site development applications. Communicate and coordinate with municipal staff, agencies, and utility providers to secure planning, engineering, and servicing approvals. Interpret zoning bylaws, official plans, engineering standards, and development guidelines. Project & Construction Management Lead and coordinate land development and construction projects from concept through completion. Assemble and manage consultants, contractors, subcontractors, and municipal stakeholders to ensure timely approvals and execution. Maintain and update CPM construction schedules; monitor daily activities, identify risks, and flag potential delays. Oversee budgets, schedules, quality control, and reporting across multiple projects. Ensure contractor compliance with applicable safety standards and project requirements. Participate in project meetings including pre-construction, subcontractor, and OAC meetings. Lead or support construction activities including site preparation, servicing, grading, stormwater management, roadworks, and vertical construction. Review construction documents for completeness, constructability, and conflicts; proactively identify field issues and discrepancies. Coordinate subcontractor schedules, materials, and equipment in collaboration with the Project Superintendent. Ensure timely submission, review, and tracking of shop drawings, RFIs, and submittals. Maintain accurate master drawing sets, field documentation, and project records. Stakeholder Coordination · Coordinate with internal teams (finance, legal, sales) to align development and construction objectives. · Contribute to design development, value engineering, cost estimating, and procurement. · Engage with external stakeholders including community groups, regulatory bodies, architects, and engineers. · Maintain accurate, timely project reports and documentation in accordance with corporate and project requirements. Qualifications Bachelor's degree in Engineering (Civil preferred), Architecture, or related field. 15 years of experience in land development and mixed-use construction, including multi-family, retail and complex construction projects. Strong working knowledge of building codes, municipal approvals, engineering standards, and development processes in South Florida. Proven ability to manage multidisciplinary teams, consultants, contractors, and subcontractors through design, approvals, and construction phases. Demonstrated experience in construction scheduling, contract negotiation, bidding, and awarding of contracts. Solid understanding of construction practices, site logistics, safety standards, and document control. Excellent organizational skills with the ability to manage multiple projects simultaneously. Strong verbal and written communication, negotiation, and leadership skills. Strategic problem solver with the ability to adapt to evolving project conditions and challenges. Proficient in MS Office Suite and construction/project management documentation workflows. Benefits: Base Salary + Individual & Project Performance Bonuses. Medical, vision, flexible spending account. Employer Matching 401k. Flexible Company-paid Vacation, Sick, Personal, and Holiday Time. Salary: · $350,000 - $450,000 Year - Base (plus individual performance-based bonuses and project performance-based bonuses) If you believe that you are a good candidate for this position, please apply and tell us a little bit about yourself and why you feel you are a good fit. We look forward to hearing from you. Concord Wilshire is an equal employment opportunity employer and will consider all qualified applicants without regard to race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

A leading executive search firm is seeking a Chief Financial Officer (CFO) based in Florida. The successful candidate will guide financial strategy, oversee accounting and finance departments, ensure compliance, and develop team capabilities. Ideal candidates will have a strong financial background with leadership experience in construction or related sectors. The role offers a dynamic work environment and a competitive compensation package. #J-18808-Ljbffr

The Vice President, BDO Capital Advisors is an integral part of the transaction and business development team. This role oversees the preparation of financial analyses, conducts due diligence, develops marketing materials, and participates in the execution of a wide variety of transactions. This position also plays an integral role in managing client interactions as well as leading marketing efforts. Additionally, the Vice President, BDO Capital Advisors is actively involved in the recruiting and training of junior professionals. Ideal candidates for this position are dynamic, highly motivated individuals with a strong work‑ethic and demonstrate a commitment to the growth of the firm as a leader in the middle market. Job Duties: Manages and reviews work product of junior investment banking professionals Supports Managing Directors in all aspects of firm marketing, business development, and deal execution Oversees the preparation, analysis, and explanation of historical and projected financial information Oversees the preparation of confidential information memoranda, management presentations, marketing materials, pitch books, and other presentations as needed Oversees the creation of quantitative analyses, financial models, company valuation analyses, etc. Performs extensive and in‑depth industry research to support client and marketing engagements Builds relationships and maintains direct contact with clients, prospective clients, and professional advisors Develops and implements a personal business development program to position the role for long‑term success Other duties as required Supervisory Responsibilities: Supervises and leads a small team of Associates/Analysts May act as a Career Advisor to Associates and Senior Associates, as assigned Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor's degree in business, finance, or accounting, required MBA, preferred Experience: Seven (7) or more years of professional work experience with a minimum of 4 years of direct transaction experience preferably within Investment Banking or other financial vertical, required License/Certifications: FINRA Series 7 or 79 and 63, or in active pursuit of licensure, required Software: Proficient in the use of Microsoft Office Suite, required Research tools such as CapitalIQ, preferred Language: N/A Other Knowledge, Skills, & Abilities: Superior organizational and time management skills and the ability to efficiently manage multiple projects in a fast‑paced work environment Excellent written and verbal communication, listening, problem solving, interpersonal, and relationship‑building skills Strong financial modeling, research, and financial analysis skills Ability to conduct thorough, independent quantitative and qualitative research Ability to travel as needed Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $150,000 - $225,000 Maryland Range: $150,000 - $225,000 NYC/Long Island/Westchester Range: $150,000 - $225,000 About Us Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well‑being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight‑driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities *Benefits may be subject to eligibility requirements. Locations 100 SE 2nd St., Miami, FL, 33131, US #J-18808-Ljbffr

A leading opera company in Florida is seeking a Chief Financial Officer to oversee financial operations, ensuring compliance with regulations and donor requirements. The ideal candidate will have extensive experience in senior financial management, particularly in non-profit organizations, and strong skills in budgeting and forecasting. The role requires a collaborative leader who can manage competing priorities and is willing to engage with the community during performances and events. #J-18808-Ljbffr

An international restaurant brand is seeking a Chief Financial Officer for Latin America and the Caribbean based in Miami, FL. The successful candidate will drive financial performance, lead the budgeting process, and support data-driven decision-making in a fast-paced environment. With over 8 years of experience in financial analysis and strategic leadership, candidates must excel in managing multi-country operations and possess strong analytical skills. The role offers competitive bonuses, pension plans, and a collaborative work culture. #J-18808-Ljbffr

As a key member of the Executive Management team, the Chief Financial Officer will report to the CEO and will have direct reporting requirements to the Board of Directors, and assume a strategic and operational role in the overall management of the company. The CFO will have primary day-to-day responsibility for planning, implementing, managing, and controlling all financial-related activities of the company as well as a few operational activities related to the growth of the company. This will include direct responsibility for accounting, finance, accounts payable, payroll, forecasting, strategic planning, revenue cycle, insurance, M&A, investor relationships and institutional financing. Responsibilities Drive the company's financial planning Determine active growth strategies while considering cash and liquidity risks Control and evaluate the organization's fundraising plans and capital structure Ensure cash flow is appropriate for the organization's operations Lead and execute M&A activities Oversee medical billing and accounts receivable functions Assist the lease negotiations and lease management activities Ensure compliance with the law and company's policies Interact with private equity sponsor, Webster Capital, on a weekly basis Implement policies, procedures and processes as deemed appropriate by senior leadership team Prepare and present monthly financial budgeting reports; monthly profit and loss by division, forecast vs. budget by division and weekly cash flow by division Deliver presentations and serve as a main point of contact to banks, lenders, financial partners, institutions, investors, public auditors and officials Remain current on audit best practices; and state, federal and local law regarding company operations Create and establish yearly financial objectives that align with the company's plan for growth and expansion Manage the financial and reporting systems of the organization Recruit, interview and hire finance, accounting and payroll staff as required Participate in pivotal decisions as they relate to strategic initiatives and operational models Interact with and bring department into line with Board of Directors plans initiatives and recommendations Prepare and present monthly financial budgeting reports; monthly profit and loss by region, forecast vs. budget by division and weekly cash flow by division Review and analyze monthly financial results and provide recommendations Identify, develop and execute analysis of business initiatives, product launches and/or new service offerings Develop and maintain monthly operating budget and annual company operating budget Oversee the preparation of timely filing of all local, state, and federal tax returns Oversee and assist with annual audit process Oversee the month end close process, constantly reviewing procedures while eliminating inefficiencies Oversee preparation of monthly, quarterly and annual financial statements Review all month-end closing activities including general ledger accounts, balance sheet accounts and overhead cost allocation Serve as a key point of contact for external auditors; Manage preparation and support of all external audits Manage cash flow planning process and ensure funds availability Explore new investment opportunities and provide recommendations on potential returns and risks Maintain outstanding banking relationships and strategic alliances with vendors and business partners Utilize forward-looking models and activity-based analyses to provide financial insight into the organization's plans and operating budgets Deliver presentations and serve as a main point of contact to banks, lenders, financial partners, institutions, investors, auditors and officials Remain current on audit best practices; and state, federal and local law regarding company operations Competencies Strong presence and excellent communication skills both “oral and written” to lead and motivate employees, work directly with key customers and represent InBloom Autism Services appropriately Relates well to a wide variety of diverse styles, types, and classes; open to differences. Builds diverse networks; quick to find common ground; treats differences fairly and equitably; treats everyone as a preferred customer Is skilled at getting individuals, teams, and an entire organization to perform at a higher level and to embrace change; negotiates skillfully to achieve a fair outcome or promote a common cause; communicates a compelling vision and is committed to what needs to be done; inspires others; builds motivated, high performing teams; understands what motivates different people A leader who leads by example and is capable of inspiring dedicated professionals at all levels. A leader with unquestionable ethics and integrity and whom others want to follow and respect Dynamic, forward-thinking leader who is also practical and results-oriented Action-oriented and entrepreneurial, decisive and able to make timely decisions in a fast paced, business environment A strong change agent who is a good listener and respectful of others Intelligent, creative and strategic, with tremendous energy and drive, eager to make significant impact across the organization Multi-dimensional thinker who operates not only on the basis of important past experience, but in light of new approaches and development that occur in a changing and competitive marketplace. Qualifications Master's degree in Business Administration, Accounting, or Finance required. Certified Public Accountant designation preferred. Eight to ten years of experience in financial management required. Work environment Noise Level is moderate to loud Physical demands Prolonged periods of sitting at a desk and working on a computer. Must be able to lift 15 pounds at times. Must be able to access various departments of a given location. Affirmative Action/EEO statement InBloom Autism Services provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #J-18808-Ljbffr

One of our clients in the banking sector is seeking a Vice President of Treasury to join their team in Florida. Contract type: Full-time Work model: On-site Responsibilities Design and execute short and long-term treasury strategies aligned with the company's financial objectives and regulatory standards. Oversee the liquidity profile and ensure compliance with internal thresholds and external requirements such as LCR and NSFR. Lead interest rate risk management activities and serve as a key contributor to the Asset/Liability Management Committee (ALCO). Manage capital planning, funding strategy, and investment portfolio to align with profitability goals and risk appetite. Drive the implementation and optimization of treasury platforms including cash management and ALM systems. Establish and track KPIs to measure liquidity, funding efficiency, interest rate risk, and overall treasury performance. Collaborate with Finance, Risk, Lending, and Technology teams to ensure integrated execution of treasury initiatives. Guarantee compliance with all regulatory frameworks and industry best practices. Provide detailed reporting and strategic insights to senior leadership and the Board of Directors. Identify opportunities to enhance automation and efficiency in treasury operations. Requirements Bachelor's degree in Finance, Economics, Accounting, or related field. MBA or CFA is strongly preferred. At least 10 years of progressive experience in treasury or financial risk management within retail or commercial banking. Strong expertise in liquidity risk management, ALM, investment strategy, and regulatory compliance. Proven track record in implementing treasury technology platforms such as ALM and cash management systems. Ability to define and monitor KPIs that align with corporate objectives. In-depth knowledge of banking regulations including Basel III, FDIC, OCC, and Federal Reserve guidelines. Excellent leadership skills with the ability to engage and influence stakeholders. Proficiency in ALM tools such as QRM, BancWare, or similar, along with strong financial modeling capabilities. Fluency in English is required. Knowledge of Spanish or Portuguese is considered a plus. Benefits Competitive compensation package aligned with market standards. Opportunities for professional development and career progression. Collaborative work environment with exposure to executive leadership. #J-18808-Ljbffr

Sarasota Opera welcomes applications and nominations for the position of Chief Financial Officer, available in the Spring of 2026. Sarasota Opera is marking its 67th season of bringing internationally acclaimed opera to audiences on Florida's Gulf Coast while celebrating the Centennial of its home, the historic Sarasota Opera House. The Company's Winter Opera Festival will take place at the Sarasota Opera House in February and March 2026, and will include 34 performances of four major operas: La bohème, The Merry Widow, Il trovatore, and Susannah. The Company was launched in 1960 in the historic 320-seat Asolo Theater on the grounds of Sarasota's Ringling Museum of Art. In 1984, the Company moved into the former A.B. Edwards Theater, now the Sarasota Opera House. The 1,119-seat Sarasota Opera House, which underwent a $20 million renovation and rehabilitation in 2007, has been named “one of America's finest venues for opera” by Musical America. Since then, Sarasota Opera has gained an international reputation as one of the leading regional opera companies in the United States. The Company's major artistic initiatives have included the Masterworks Revival Series, the American Classics Series, and the Verdi Cycle. The Company's Sarasota Youth Opera is the most comprehensive youth opera program in the United States. Since 1983, Sarasota Opera has been under the artistic leadership of Victor DeRenzi. In 1989, the Company and DeRenzi launched a monumental Verdi Cycle. When the Cycle concluded in 2016, Sarasota Opera became the only opera company in the world to have performed every note composed by Giuseppi Verdi. Since 2012, the Company's administrative leader has been General Director Richard Russell. When Victor DeRenzi steps down as Artistic Director in May 2026, Richard Russell will become General Director and Artistic Director. Sarasota Opera is governed by a Board of 28 and has a year‑round staff of 30, which grows to 200 during the winter season. The Company's budget is $11 million. The Position The Chief Financial Officer (CFO) is the senior executive responsible and accountable for overseeing financial strategy, planning, and operations for Sarasota Opera. The CFO drives the processes of budgeting, forecasting, and financial analysis; ensures the Company's compliance with government regulations, contracts, donor agreements, and reporting requirements; and ensures that controls are in place to protect the Opera's assets and non‑profit tax status. The CFO maintains the integrity of the Company's accounting systems and records, and ensures full and accurate integration of the accounting records with Tessitura and other applications in use by the Company. The CFO provides timely, accurate, and complete financial reports and information to the General Director, the Board, and the staff to guide and inform their decision‑making. The CFO provides budgets, reports, and necessary financial data to the Development Department to support grant applications and fulfill reporting requirements. The CFO monitors the Company's bank accounts, cash flow, and investments and serves as liaison to the Company's investment advisors. The CFO reviews all invoices, contracts, and agreements. The CFO is the liaison with the insurance agency and ensures that the Company has adequate coverages. The CFO oversees the payroll process to ensure accuracy and timeliness, and oversees the administration of employee benefits. The CFO reports to the General Director, supervises the accounting staff, and works closely with the Treasurer of the Board and members of the executive management team. The CFO is the staff liaison for the Finance Committee, the Investment Committee, and the Audit Committee. The CFO provides reports and documents as needed for the annual audit and ensures that all tax filings are prepared correctly and in a timely manner. The CFO ensures compliance with FASB and GAAP guidelines. As a member of the executive management team, the CFO attends performances and events and serves as an ambassador for the Company with donors, patrons, and audiences as well as external stakeholders throughout the greater Sarasota community. Candidate Profile The ideal candidate will have significant senior financial management experience; thorough familiarity with non‑profit fund accounting; proven budgeting, forecasting, and cash management ability; and a genuine interest in connecting audiences with opera. Experience working with a not‑for‑profit organization is essential; experience working with an opera company or other performing arts organization will be a plus. The successful candidate will be thoroughly knowledgeable about, and experienced with, institutional planning and helping to shape, implement, and monitor strategic plans. The candidate will have a thorough working knowledge of the technology available to support finance and operations in a non‑profit organization. Prior experience with Sage MIP Accounting and Tessitura will be viewed as an asset. The successful candidate will bring experience in human resources and benefits administration. The successful candidate will be a leader with strong supervisory skills and a management style that encourages collaboration and teamwork. The candidate will be able to manage multiple deadlines and competing priorities with grace and good humor. The candidate will be curious, persistent, and nimble. The successful candidate will be able to accept a work schedule that includes performances and events on nights and weekends during production periods. The candidate will welcome the opportunity to play a key role in the management of Sarasota Opera and become an active participant in the Sarasota community. Desired Start Date January 1, 0001 BENEFITS Pay Range $110,000 - $125,000 Annual Sarasota Opera offers a competitive compensation and benefits package. The annual salary range for this position is $110,000 to $125,000, plus a benefits package that includes paid time off; health insurance; life insurance; and a voluntary 403(b) retirement plan. HOW TO APPLY Sarasota Opera welcomes recommendations, nominations, and applications from all qualified candidates regardless of race, religion, political affiliation, disability, sexual orientation, gender, national origin, or marital status, or any other basis protected by law. Candidates must be legally authorized to work in the United States. Please submit a resumé along with a cover letter that describes your specific interest in the mission and work of Sarasota Opera and your qualifications for the position as described in the candidate profile. On a separate sheet, provide the names and contact information for several professional references. All applications will be treated as confidential and references will not be contacted without the applicant's knowledge and agreement. Electronic submissions are requested. Please send to: c/o Catherine French Group ************************************* (Adobe Acrobat PDF attachments only, please) #J-18808-Ljbffr

We are seeking an experienced President to lead and grow a Florida-based surveying and engineering organization. This executive role is responsible for strategic leadership, operational oversight, and technical excellence across all surveying and related engineering services. The President will ensure quality, compliance, and delivery across complex land development, infrastructure, and right-of-way projects while guiding the firm's long-term growth and client relationships. Key Responsibilities Provide executive leadership and day-to-day oversight of surveying and engineering operations Review and oversee preparation of all survey deliverables, including: Boundary surveys Topographical surveys Aerial surveys Construction control surveys Oversee property platting, subdivision plats, and related land development documentation Lead and manage right-of-way acquisition support and coordination Oversee engineering design coordination and review Ensure accuracy and compliance of as-built drawings and final deliverables Maintain compliance with all Florida statutes, professional standards, and regulatory requirements Serve as senior technical authority and client-facing executive Mentor and manage professional staff, ensuring high standards of quality and performance Support business development, client retention, and strategic growth initiatives Qualifications Active Florida Professional Surveyor and Mapper (PSM) License - required Minimum 10+ years of progressive experience in land surveying and related engineering services Proven experience overseeing complex surveying projects and multidisciplinary teams Strong background in land development, infrastructure, and right-of-way projects Demonstrated leadership experience at a senior or executive level Excellent technical judgment, organizational, and communication skills Strong understanding of Florida land use regulations, platting requirements, and survey standards

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. Responsibilities Lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls Create and present client deliverables Negotiate, document and assist in transaction execution Provide coaching and mentorship to junior team members Lead internal trainings and best practice sharing Lead business development and client relationship efforts Support talent acquisition and firm-building initiatives Contribute to a high-performing, inclusive and values-driven culture Qualifications Bachelor's degree from a top undergraduate program Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed 15 plus years of middle market investment banking experience Established book of business in the Healthcare sector with a demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and/or lenders Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment Experience with privately held and sponsor-backed businesses Commanding knowledge of current market terms and trends Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers Superior written and verbal communication skills, including executive-ready presentation and reporting skills Proven ability to thrive in lean, fast-moving teams High attention to detail, responsiveness and ownership mindset Track record of success in high-pressure, client-facing environments Compensation $1,200,000 - $3,000,000 a year The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant's qualifications (education, training and/or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances. Investment Banking Services are offered through Triple P Securities, LLC. FINRA and SIPC. #J-18808-Ljbffr

A leading accounting firm is seeking a Tax Managing Director for their Alternative Investments practice in Atlanta, GA. This position involves leading tax compliance and consulting for clients in venture capital, private equity, hedge funds, and real estate. With a focus on client relationships and team leadership, the successful candidate will have over 10 years of relevant experience and a strong background in tax strategy development. This role offers an opportunity to make a significant impact while working in a dynamic environment. #J-18808-Ljbffr

We are seeking a dynamic Preconstruction Leader to lead and grow our preconstruction department. What You'll Do Serve as the face of the Preconstruction department, building and maintaining client relationships. Drive business development: chase projects, submit bids, and secure new awards. Lead and mentor a team of estimators (currently 4 direct reports). Develop strategic plans to position for future growth. Ensure seamless integration with our existing team and maintain a collaborative culture. What We're Looking For 10-15 years of concrete construction experience (diverse projects preferred). Strong value engineering mindset and technical expertise. Proven ability in estimating, team leadership, and client-facing business development. Collaborative, servant-leader approach with excellent communication skills. Benefits Positive, team-oriented culture. Growth opportunities as we expand into new markets and pursue acquisitions. Competitive compensation and benefits, with bonus packages. Travel: Primarily Georgia/Alabama, occasional trips across the Southeast.

Director of Treasury - ICBD Downtown Fort Lauderdale, FL HQ - In-Office About ICBD ICBD is a robust single-family office focused on private investment and business development, supporting exceptional companies in healthcare, technology, and beyond. We own and operate a growing portfolio of high-performance businesses united by a shared commitment to people, operational excellence, and long-term value creation. But we're not just building businesses-we're building a legacy of leadership, innovation, and purpose. Joining ICBD means you'll be part of the team behind some of the fastest-growing companies in healthcare, technology, and business services. We are proudly self-funded, committed to sustainable growth, and led by visionary thought leaders-including our CEO and Founder, the 2024 Ernst & Young U.S. Entrepreneur Of The Year National Overall Award winner. Our most visible success is ABA Centers, a revolutionary leader in autism care and diagnostics, ranked #5 on the 2024 Inc. 5000 list of fastest-growing private companies in the U.S. The ICBD portfolio includes these dynamic organizations united by strategic vision, operational expertise, and unwavering commitment to excellence: ABA Centers - The leading provider of autism care in the U.S., with 13 regional brands and 70+ operating areas. GateHouse Treatment - A comprehensive network of substance use disorder programs that address the full spectrum of recovery needs from medical treatment to supportive housing and respite services. Marquis MD - A concierge medicine concept redefining healthcare by prioritizing convenience, connection, and care powered by advanced technology. Exact Billing Solutions - Innovative revenue cycle management and advanced billing support systems for healthcare providers. Curative AI - A next-generation platform using AI to disrupt and transform the healthcare system by providing new solutions for revenue cycle management, scheduling, medical documentation, clinical and diagnostic support, and more. The Christopher M. Barnett Family Foundation - The philanthropic heart of ICBD, advancing programs that address autism care, food insecurity, homelessness, women's empowerment, and underserved children. Recognition & Awards At ICBD, our commitment to operational excellence, ethical leadership, and transformative care has earned us recognition across industries. Our portfolio companies and leadership team have been honored with multiple awards, including: Inc. 5000 - 5th Fastest-Growing Private Company in America (2024). Financial Times - #1 on "The Americas' Fastest Growing Companies." EY Entrepreneur Of The Year U.S. Overall. South Florida Business Journal's Top 100 Companies. Florida Trend Magazine's 500 Most Influential Business Leaders. Inc. Best in Business, Health Services. About the Role The Director of Treasury is a senior finance leader responsible for enterprise-wide liquidity management, cash strategy, banking relationships, and treasury governance across ICBD Holdings and its controlled operating entities. This role owns short- and long-term cash forecasting, capital deployment, intercompany funding structures, debt and credit facility administration, and treasury risk management. The Director of Treasury partners closely with the CFO, FP&A, Accounting, Legal, and Operations to ensure sufficient liquidity, optimize working capital, support growth initiatives, and maintain disciplined controls in a complex, multi-entity environment. Essential Duties and Responsibilities Liquidity & Cash Management Own daily, weekly, and long-range cash positioning across all entities. Lead enterprise cash forecasting, including 13-week rolling forecasts, monthly outlooks, and scenario modeling. Ensure adequate liquidity to support payroll, vendor obligations, debt service, and capital investments. Direct intercompany funding, settlements, and cash sweeps to optimize enterprise liquidity. Treasury Strategy & Capital Stewardship Develop and execute treasury strategy aligned with growth, capital structure, and risk objectives. Manage excess cash deployment, including yield optimization and capital preservation. Partner with FP&A and operations to improve working capital metrics (AR, AP, payroll timing, DSO, cash conversion cycle). Banking, Debt & External Relationships Serve as primary relationship owner for banks, lenders, and treasury service providers. Oversee administration of credit facilities, debt compliance, covenant reporting, and borrowing base mechanics. Support financing initiatives, refinancing, and capital raises with data, analysis, and execution support. Coordinate with Legal on account structures, guarantees, and treasury-related agreements. Controls, Governance & Risk Design and maintain treasury policies, procedures, and internal controls. Ensure compliance with SOX-aligned controls, audit requirements, and regulatory expectations. Oversee fraud prevention, payment controls, bank access governance, and segregation of duties. Partner with Accounting to ensure accurate cash, debt, and intercompany balances. Reporting & Decision Support Deliver executive-level treasury dashboards and KPI reporting to senior leadership. Provide cash and liquidity insights to support budgeting, forecasting, and strategic decisions. Lead treasury-related audit interactions and provide supporting schedules and analysis. Leadership & Team Development Build, mentor, and lead a scalable treasury function. Establish clear ownership, accountability, and performance standards within the treasury team. Drive process improvement, automation, and system optimization across treasury operations. Qualifications Bachelor's degree in Finance, Accounting, Business, or related field required; MBA or CPA/CFA preferred. 8-12+ years of progressive finance or treasury experience, including leadership responsibility. Demonstrated experience managing multi-entity cash environments and complex intercompany structures. Strong knowledge of treasury operations, credit facilities, cash forecasting, and financial controls. Proven ability to operate in a fast-paced, high-growth environment with changing priorities. Skills & Competencies Advanced Excel and financial modeling expertise; experience with treasury systems and ERPs (NetSuite preferred). Deep understanding of cash forecasting, liquidity management, and working capital optimization. Strong executive communication and stakeholder management skills. High level of judgment, discretion, and ownership mentality. Ability to translate complex financial data into actionable insights. Leadership style grounded in disciplined execution, urgency, and accountability. Benefits 21 paid days off (15 days of PTO, which increases with tenure, plus 6 holidays). Flexible Spending Account (FSA) and Health Savings Account (HSA) options. Medical, dental, vision, long-term disability, and life insurance. Generous 401(k) with up to 6% employer match. ICBD participates in the U.S. Department of Homeland Security E-Verify program. At ICBD, we believe leadership, innovation, and purpose go hand in hand. Be part of a team where your work drives lasting impact and your career reaches new heights. #J-18808-Ljbffr

Essential Job Duties And Responsibilities Financial Leadership: Guide the accounting and finance departments to achieve outstanding financial management, planning, and accounting practices. Foster a culture of growth, transparency and accountability within the team. Strategic Planning: Partner with the CEO and functional team leaders to develop business and financial strategies that align with long-term goals. Engage in strategic planning, annual plans and investment decisions. Risk Management: Identify and manage business risks and opportunities, ensuring financial strategies are responsive to changing market and regulatory environments. Oversee insurance programs and collaborate with legal to minimize exposures. Treasury Management: Oversee the treasury function, including cash, investment and debt strategies. Ensure optimal liquidity for operational needs and manage interest rate and currency risks. Stakeholder Relations: Maintain strong relationships with external partners and stakeholders, communicating financial strategies clearly and effectively. Budgeting and Forecasting: Oversee preparation of comprehensive budgets and financial forecasts. Present accurate financial reports to executive teams and board members for decision‑making. Compliance, Control and Systems: Ensure compliance with statutory law and financial regulations. Develop and implement financial policies, systems and procedures. Team Development: Lead, mentor and develop the finance team, promoting a growth culture of high performance and continuous improvement. Qualifications Bachelor's degree in finance, Accounting or related field; MBA or professional accounting designation (CPA, CMA, or similar) is highly preferred. Minimum of 15 years of financial management experience, with at least 5 years in a CFO or similar executive role, preferably in the construction industry or related sectors. Demonstrated leadership abilities, with a track record of developing and fostering a collaborative team environment. Strong analytical, strategic, and problem‑solving skills, with a proven ability to lead and explain financial forecasts and budgets. Excellent communication and interpersonal skills, capable of building and maintaining relationships with internal and external stakeholders. Deep understanding of financial regulations, reporting requirements, and industry‑specific challenges in the construction sector. Commitment to our core values, with a vision to contribute positively to the company culture and its objectives. WHY JOIN? Here, you will be part of a team that values relationships, nurtures talent, and embraces innovation to create a positive impact on our communities. We offer a competitive compensation package, opportunities for professional growth, and a work environment filled with energy and fun. CULTURAL ALIGNMENT Empathetic Leader: Shows genuine care for the well‑being and success of team members. Collaborative: Excels in teamwork and partnership internally and externally. Communication Skills: Possesses strong interpersonal and communication skills. Entrepreneurial Spirit: Innovative thinker that challenges the status quo and seeks new opportunities. Problem Solver: Demonstrates resilience and adaptability, turning obstacles into opportunities. Ownership and Accountability: Takes ownership of the financial health of the company. Contagious Energy: Positive and energetic, inspiring and motivating others with a passionate and energetic approach to leadership. Professional and Technical Skills: Financial expertise, industry knowledge and strategic vision that align with sustainable growth and success. Commitment to Mission and Values: Aligns personal and professional values with the company's mission of improving lives and building the future. JOB TITLE: CHIEF FINANCIAL OFFICER (CFO) JOB LOCATION: FLORIDA CLASSIFICATION: FULL TIME - EXEMPT - SALARIED REPORTS TO: CHIEF EXECUTIVE OFFICER (CEO) #J-18808-Ljbffr

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue‑chip talent committed to delivering best‑in‑class outcomes. Our cross‑functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. The Managing Director, IB // Technology M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Technology M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high‑quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high‑performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. Responsibilities Lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls Create and present client deliverables Negotiate, document and assist in transaction execution Lead internal trainings and best practice sharing Lead business development and client relationship efforts Support talent acquisition and firm‑building initiatives Contribute to a high‑performing, inclusive and values‑driven culture Qualifications Bachelor's degree from a top undergraduate program Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia Invested in a team‑based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed 15 plus years of middle market investment banking experience Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment Experience with privately held and sponsor‑backed businesses Commanding knowledge of current market terms and trends Expertise in project management and client‑facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers Demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders Superior written and verbal communication skills, including executive‑ready presentation and reporting skills Proven ability to thrive in lean, fast‑moving teams High attention to detail, responsiveness and ownership mindset Track record of success in high‑pressure, client‑facing environments $1,200,000 - $3,000,000 a year The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant's qualifications (education, training and / or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances. Investment Banking Services are offered through Triple P Securities, LLC. Member FINRA SIPC #J-18808-Ljbffr