Vice President jobs at DW Simpson Global Actuarial Recruitment - 8905 jobs
Director & Actuary, Annuity Pricing and Profitability Management - REMOTE
DW Simpson 4.1
Vice president job at DW Simpson Global Actuarial Recruitment
Come work for a stable organization with a solid plan for growth. Well known Life client has a great opportunity for a talented Actuary who will lead rate-setting and manage pricing for current MYGA/FIA products as well as ensure profitable growth of the company's annuity book through collaboration with corporate functions. The ideal candidate is an FSA or near-FSA with 7+ years of actuarial experience in life and annuity insurance. Must have a strong understanding of annuity products, the ability to solve complex & ambiguous problems, and proficiency in MG ALFA and Python. Individual annuity pricing experience is a plus. (#57884)
Compensation:
Salary range of 170-190K
Locations:
Austin, TX
Remote
$100k-201k yearly est. 19d ago
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President - Multifamily Property Management Operations
Korn Ferry 4.9
Birmingham, AL jobs
Korn Ferry has partnered with our client on their search for the role, President - Property Management Operation.
Gateway Management Company is seeking a President to lead performance accountability across its portfolio. While growth is embraced, our priority is a commitment to preserving the values that define Gateway. Although this growth is important, the greatest impact for this role and its direct reports will come from improving the performance of the existing portfolio. The President will oversee property management across all Gateway properties, with a focus on financial integrity, operational excellence, and compliance with all relevant laws, regulations, and internal policies. As a senior leader, this individual will also serve as a culture champion, actively promoting Gateway's mission and philosophy throughout the organization.
Key Responsibilities
With a relationship and data-driven approach to management, the President provides direct supervision to the RVPs in Property Management Operations and Service Operations. This supervision ensures that the operations and maintenance of all properties align with overarching standards emphasizing quality, occupancy, cost control, and revenue objectives.
The individual actively:
Focuses on maximizing operational performance of the Gateway Development portfolio
Identifies the clear, reasonable expectations for the Gateway Development portfolio and 3rd party clients
Drives accountability for meeting these expectations
Maintains assigned properties in a decent, safe, and sanitary condition always
Organizes assigned work efficiently
Develops effective work methods that comply with expectations
Partners with internal and external resources to maintain high levels of property performance and standards
Additional Key Responsibilities
In addition, this individual:
Interprets program standards, procedures, and regulations crucial for program effectiveness
Manages the budget for all area programs
Recommends modifications to meet evolving program requirements and staff adjustments
Participates in developing the annual budget submission related to Property Management Operations
Ensures the area of responsibility operates within the established budget
Advises the CEO and relevant C-level peers on pertinent budget, policy, program, and procedural matters
Provides updates on all phases of area programs
Represents Gateway Management Company Partners at various public/business, community, and resident meetings
Review financial and variance reports on monthly and quarterly basis and implement timely correction measures, as necessary
Review vacancy reports; monitor resident income re-certifications; supervise provision of a variety of additional analytical/statistical reports on the operations, program compliance, government and investor compliance and other activities to ensure desired occupancy levels and return on investment Report regularly to management
Oversee the preparation of month-end property performance and financial narratives, ensuring the property managers are explaining to property owners the relevant activity for each month
Review, interpret, and apply applicable laws and regulations, and company policies and procedures Responsible for compliance with Fair Housing, Non-Discrimination and housing legislation
Ensure lease agreements are up to date, and provisions are enforced with each tenant
Continuously research and study innovative practices in top performing companies across various industries and pilot new and borrowed ideas in the property management team
Negotiate property management contracts and other contracts in accordance with established criteria; as to protect the company's interest Must be able to determine when contracts warrant investor, partner and/or lender review and/or approval
Implement an effective financial strategy, including budgeting, cost control, forecasted expenditures and revenue improvements, oversee the development of yearly operating budgets/forecasts
Maintain clear line of communication with each property owner/partner and foster client relations
Oversee onsite risk management compliance; ensure monthly property walkthrough inspections are completed and properly documented
Develop and maintain property management systems, including policies and procedures
Ensure coordination of property operations, including building maintenance and rehabilitation work
Responsible for ensuring all property managers understand, monitor and are approving and properly coding all of the expenses for each property
Addresses all escalated tenant complaints and responding to emergencies
Key Responsibilities, continued
Oversees responses to and following up with all emergency situations at each property and if needed, coordinating with insurance adjusters and overseeing the management of any claim process. Ensure partners/investors/lenders remain informed
Works collaboratively with property management staff, Asset Management, Risk Management, and Accounting to prepare annual operating and capital improvement budgets and long-term management plans for all properties and ensure timely completion and submission of financial reports to partners/investors
Conducts project investment reviews, including quarterly financial reviews, annual site inspections, tenant file review and periodic reviews of insurance, property tax, debt service coverage and reserve for replacement requirements
Responsibilities/Duties for Staff Supervision and Development
Participates in the recruitment, interview, selection and evaluation process for property management staff
Mentors, coaches, supervises, develops and directs property managers in their job responsibilities and the operation, maintenance and leasing activities of the properties to maintain company standards
Provides oversight to property managers regarding property maintenance and repairs
Mentors employees and train them on various best practices through a hands-on training approach and through special focused training seminars in partnership with the Learning & Development team
Leads regular staff engagement between Senior Managers across other departments
Assures proper training and use of all equipment/supplies
Monitors initial tenant leasing activity to ensure compliance with requirements
Responsibilities/Duties for Business Management
Prepares annual management plans, as needed, with input from Senior Management Team and investors
Sets performance goals by property, related to industry standards; monitor performance, adjust strategies as needed
Participates in organizational planning with Senior Management Team
Works with staff to ensure maximum use of property management and other software
Works with owners, managers, site staff and accounting personnel to develop and manage individual site business plans including investment objectives, compliance goals, market positioning, personnel, asset quality, financial goals and objectives
Responsibilities/Duties for Reporting, Community Involvement and Professional development
Prepares and present departmental reports relating to project performance, goals, standards, benchmarks
Regularly communicates and cooperates with Senior Management Team on all reporting and regulatory issues
Sits on various committees pertinent to department and organization goals and standards
Stays abreast of property management and other real estate related industry standards, legislation impacting department and industry practices, policies and procedures
The Candidate
Skills and Competencies
Specific Qualifications and Attributes to include:
10+ years of managing a portfolio of 10,000+ units in affordable housing or a mix of Affordable and Class A / B market-rate multifamily housing
Experience leading high-functioning property management teams
Demonstrated experience developing and motivating a high performing, cross functional team
Proven track record of implementing best practices to maximize value across a portfolio
Bachelor's degree
Excellent written and verbal communications skills
Ability to multitask and delegate effectively in a fast-paced environment and to work cross-functionally in a matrixed environment
Prior experience Real Page One Site Software is a plus
In addition to competitive pay, Gateway Management Company's robust benefits package includes:
Competitive salary and bonus potential
Potential for Equity to share in future profits
Health, dental, vision, and short and long-term disability insurance
Paid time off and company holidays
401k plus company match
Wellness plans, FSA/HAS
The Company
The Gateway Companies
Gateway Management Company emphasizes creating partnerships and properties, with long sustainable value, thriving residential communities, and enriching work environments. Gateway strives to create rewarding work and living environments. We are a branch of several companies that are a total property and housing solution. The Gateway Companies are comprised of Gateway Management, Gateway Development, and Gateway Construction.
The Gateway Companies were formed in 1986, including Gateway Management Company, for the primary purpose of providing conventional and affordable housing through development, property management and asset management for the properties owned by the principal in the Company. Gateway currently manages over 180 properties, including our third-party partners, consisting of over 16,000 units throughout the Southeastern United States. We have over 450 employees.
SE: 510761140
$161k-277k yearly est. 2d ago
Chief Financial Officer
Accounting Career Consultants, ACC Construction, ACC Legal & HR Career Consultants 4.0
Saint Louis, MO jobs
Chief Financial Officer (CFO)
A growing, multi-entity engineering, fabrication, and construction organization is seeking a hands-on Chief Financial Officer to lead and scale its finance function. This executive role partners closely with the CEO to centralize accounting operations, support multi-site growth, and lead financial strategy across an expanding platform.
The CFO will balance strategic leadership with a “roll-up-your-sleeves” approach, driving operational excellence, scalable systems, and disciplined financial execution in a fast-paced, employee-owned environment.
Why This Role
This is an opportunity to join a values-driven, employee-owned organization with a collaborative, high-accountability culture. The CFO will play a critical role in shaping the company's financial future, supporting growth, and building scalable infrastructure while working closely with an engaged leadership team.
Key Focus Areas
• Serve as trusted financial partner to the CEO and executive leadership team
• Centralize and standardize accounting and finance operations across multiple entities and locations
• Lead and develop a multi-site accounting team (AP, AR, payroll, general accounting)
• Drive financial reporting, forecasting, KPIs, and ERP optimization
• Lead M&A financial modeling, due diligence, and post-merger integration
• Support ESOP-related financial planning and long-term value creation
Ideal Background
• Bachelor's degree required; CPA/CMA preferred; MBA a plus
• 8-10+ years of progressive financial leadership experience
• 5+ years managing teams in multi-site environments
• Strong M&A and integration experience
• Construction or project-based industry exposure preferred, not required
• Strategic thinker and hands-on “doer” with strong executive presence
• Prefer Construction industry experience, but open
Compensation & Benefits
• Competitive executive compensation (target base $200K-$240K)
• Bonus opportunity, ESOP contribution, 401(k) match, and full benefits package
#30561
$200k-240k yearly 3d ago
Senior AVP Asset Management
Connect Search, LLC 4.1
Atlanta, GA jobs
Elite institutional real estate investment platform is building a best-in-class commercial real estate credit asset management organization and is hiring a Senior AVP, Asset Management to help scale the business during a period of rapid growth.
This is a high-impact, high-visibility role for a senior asset management professional who thrives in complexity, enjoys building from the ground up, and wants real ownership over portfolio performance, process design, and team development.
What makes this compelling:
Foundational hire on a newly built real estate credit platform
Direct exposure to large, complex commercial mortgage and structured credit portfolios
Opportunity to shape asset management strategy, workflows, and governance
Significant long-term growth runway and leadership trajectory
Institutional capital, sophisticated investment strategies, and scale
Responsibilities:
Lead asset management for a diverse portfolio of institutional commercial real estate debt investments
Act as primary decision-maker across asset strategy, surveillance, and performance optimization
Manage and oversee third-party servicers and operating partners
Drive loan-level and portfolio-level analytics, scenario modeling, and performance forecasting
Partner closely with investment, capital markets, and senior leadership teams
Build processes, reporting infrastructure, and operational frameworks from the ground up
Ideal Background:
5-15+ years of experience in commercial real estate debt asset management, portfolio management, special servicing, or structured credit investing
Deep exposure to institutional-grade commercial mortgage loans
Experience working with third-party servicers (Situs, DBRS, etc.) preferred
Strong analytical and financial modeling capability
Entrepreneurial mindset - thrives in dynamic, high-growth environments
Experience in private equity, real estate credit funds, structured finance, or institutional investment platforms strongly preferred
Location: Atlanta, GA (Hybrid)
Relocation: Supported for out-of-state candidates
Compensation: Highly competitive base + bonus + long-term incentive (
listed range depends on experience
)
If you're a senior real estate credit asset management professional seeking platform-building responsibility, complex deal exposure, and meaningful long-term upside, this is a rare opportunity.
Apply or email an updated resume to ************************************ for immediate consideration.
$99k-129k yearly est. 3d ago
VP, Finance
Altenloh, Brinck & Co. Us, Inc. 4.1
Bryan, OH jobs
Basic Job Functions:
Altenloh, Brinck & Co. US, Inc. manufactures and distributes engineered fasteners under the SPAX brand for the construction market, TRUFAST for the commercial roofing industry and TRUFASTWalls for exterior building envelopes and facades. The VP, Finance connects the activities and opportunities of the organization to their respective financial impact, while communicating these relationships to the appropriate departments and associates. This position is integral in ensuring the organization is focused on improvement and growth in the most beneficial areas, which includes forecasting, capacity planning, production/engineering opportunities, new products, make vs. buy comparisons, budget vs. actual vs. past explanations, etc. The VP, Finance will understand and “tell the story” of the past, present and future financial performance of ABC US. The VP, Finance will also lead the organization's IT and Business Intelligence (BI) teams - specifically strategy development and execution, ensuring these functions are aligned to prioritize projects and resources that support ABC's growth. The VP, Finance will work with the CFO and finance team of ABC US's German parent company on financing, monthly financial performance, budgeting and forecasting updates, SAP setup and reporting, analysis, among other topics. This position will lead and manage the company's external partnerships, including banking relationships, insurance policies, coverage and strategies, audit and tax matters.
Essential Responsibilities:
Financial Planning and Analysis
Develop and maintain performance measures that support the company's strategic direction.
Analyze cash flow, cost controls, expenditures, and sales data to identify trends and opportunities for improvement.
Identify and direct cost savings/process improvement initiatives and financial improvement opportunities throughout the organization, partnering with department leaders on opportunities/issues.
Lead specific projects such as costing models, sales analysis, lean initiatives, etc. with the focus on improving efficiencies, processes vs. financial performance.
Lead budget process, including CAPEX.
Produce and update various reports such as OSMI, working capital analysis, etc.
Participate as a strong partner in the SIOP process, including sales forecast review, capacity/labor needs, inventory targets, etc.
Review vendor agreements with supply chain team, recommending edits and improvements to help improve company's strategic and financial position
Collaborate with German parent company on reporting and planning needs. Lead monthly review meetings.
General Ledger
Performs budget vs. actual monthly analysis for the corporate preparation of financial statements and reviews statements for accuracy and clarity.
Leads Year-End close, physical inventory and audit preparation along with Controller.
Serve as backup for Controller functions.
Issue monthly and annual financial statements, ensuring their accuracy and monitoring performance of the organization and individual departments.
Review and ensure monthly entries, balances, etc. are accurate and up to date.
Business Intelligence/IT
Lead Business Intelligence and IT Strategy development with respective leaders
Align resource/project priorities with business needs, ensure proper support (staffing, budgets, outside partners) to deliver projects.
Coordinate with German parent to ensure systems are aligned where necessary and projects/resources are not duplicated or executed in conflict with each other
Management
Manage finance, accounting functions
Lead finance and accounting team, as well as IT and BI teams; responsible for the development, training and evaluation of staff to help meet their individual goals as well as the needs of the department and organization.
The duties and responsibilities described are not a comprehensive list and additional tasks may be assigned from time to time; or the scope of the job may change as necessitated by business demands.
Requirements
Experience:
8+ years of hands-on accounting and financial analysis experience in a manufacturing environment
5+ years of management experience
3+ years of IT/BI leadership experience
CMA certification a plus.
Education:
Bachelor's degree in accounting or finance required, MBA a plus.
Required Skills/Competencies:
Problem-solving individual; identifies and resolves problems in a timely manner. Gathers and analyzes information skillfully.
Judgment - individual displays willingness to make decisions, exhibits sound and accurate judgment and makes timely decisions.
Good communication and presentation skills.
Strong work ethic and positive attitude.
Thorough knowledge of GAAP, plus the skills needed for accurate application of general accounting theory.
Strong working knowledge of general ledger, accounts payable & receivable, and banking.
Must be proficient in spreadsheet application, Microsoft Office software programs.
Ability to effectively communicate across all departments and levels of the organization.
$102k-150k yearly est. 2d ago
VP Agentic Development
Robert Half 4.5
Richardson, TX jobs
(Developer Adoption of AI Coding Tools)
About the Role
We are seeking a visionary VicePresident of Agentic Development to lead the integration of next-generation AI methodologies across our engineering organization. This role will drive innovation by implementing AI-assisted coding practices, deploying agentic development tools, and transforming software development processes to achieve greater efficiency, quality, and velocity.
Key Responsibilities
Champion adoption of agentic development tools and practices across engineering teams.
Establish environments and frameworks to leverage AI-driven coding assistance.
Collaborate with development leaders to transform processes for AI methodologies.
Define and monitor KPIs for efficiency, quality, and velocity improvements.
Oversee vendor selection and integration of agentic development tools.
Drive organizational change management for AI-enabled workflows.
Ensure compliance with U.S. regulations and internal security standards.
Qualifications
Bachelor's or Master's degree in Computer Science or related field.
15+ years of software engineering leadership experience.
5+ years in AI/ML or agentic development. Skills & Competencies
Strategic leadership and change management expertise.
Deep understanding of AI-assisted coding tools and agentic frameworks.
Strong communication and influence skills across executive and technical teams.
Ability to manage complex transformation initiatives.
Knowledge of AI practices in SaaS businesses and effective adoption strategies
$112k-165k yearly est. 1d ago
VP of Finance and Accounting
Accountants One 4.1
Georgia jobs
Accounting One is working with a construction-related client in the Gwinnett County area, growing and looking to add a VP of Accounting and Finance. Reporting directly to the CFO, this hands-on executive will lead financial reporting, accounting operations, and analysis across multiple business units.
VP of Accounting and Finance will handle the following:
Lead all accounting operations - including general ledger, job costing, WIP reporting, and month-end close - ensuring accuracy and compliance with U.S. GAAP.
Drive the budgeting, forecasting, and variance analysis process across divisions.
Strengthening internal controls and accounting procedures company-wide.
Oversee audits, bank compliance, and all tax filings
Partner with operations and project management to evaluate job-level profitability, backlog, and cost performance.
Mentor and develop a high-performing accounting team built on accountability and collaboration.
Provide strategic financial insights into M&A, joint ventures, and capital investment decisions.
Requirements:
Must have a Bachelor's in Accounting or Finance and a CPA; MBA highly preferred.
10+ years of progressive accounting and finance leadership experience.
A blend of Big 4 or a second-tier accounting firm, and construction-related industry experience is highly preferred
Might consider someone straight out of the Big 4 with construction-related clients.
Strong knowledge of U.S. GAAP, job costing, and consolidated financials.
Proficiency in ERP systems and advanced Excel/BI tools.
Proven ability to lead cross-functional teams and improve processes.
18349
$100k-148k yearly est. 5d ago
Director, NA Market Strategy & Expansion (Remote)
Vantage Data Centers 4.3
Colorado jobs
A leading data center provider is seeking a Market Strategy Director for North America, based in Denver or Santa Clara, or remote. The role involves leading strategic expansion plans and market analysis for cloud and AI markets, delivering actionable investment recommendations. The ideal candidate has over 10 years of relevant experience and a deep understanding of the digital infrastructure landscape, especially around hyperscale cloud providers.
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$99k-131k yearly est. 1d ago
Vice President - Advisory Partner| Applied Advisory
Genpact 4.4
Chicago, IL jobs
Job Description - VicePresident - Advisory Partner| Applied Advisory (CPG059177)
VicePresident - Advisory Partner| Applied Advisory - CPG059177
Ready to shape the future of work?
At Genpact, we don't just adapt to change-we drive it. AI and digital innovation are redefining industries, and we're leading the charge. Genpact's AI Gigafactory, our industry-first accelerator, is an example of how we're scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies' most complex challenges.
If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team that's shaping the future, this is your moment.
Genpact (NYSE: G) is an advanced technology services and solutions company that delivers lasting value for leading enterprises globally. Through our deep business knowledge, operational excellence, and cutting-edge solutions - we help companies across industries get ahead and stay ahead. Powered by curiosity, courage, and innovation, our teams implement data, technology, and AI to create tomorrow, today. Get to know us at genpact.com and on LinkedIn, X, YouTube, and Facebook.
Inviting applications for the role of VicePresident - Advisory Partner| Applied Advisory
Responsibilities
Client Leadership & Industry Growth: Serve as a trusted advisor to client executives (C-suite and Board level), offering domain-specific insights and advisory across key functions such as supply chain, finance, or risk management.
Lead account strategies and originate new advisory opportunities within your industry, translating business issues into innovative data and AI-driven solutions.
Cultivate long-term relationships with industry leaders and decision-makers, positioning the firm as a go-to partner for transformation.
Advisory Delivery & Domain Innovation: Guide multi-disciplinary teams in designing and delivering domain-led data and technology strategies (e.g., finance digitization, AI-enabled supply chains, or risk intelligence platforms).
Ensure advisory excellence by embedding industry best practices, regulatory considerations, and functional benchmarks into transformation programs.
Champion the evolution of AI-first offerings that solve domain-specific business challenges.
Ensure high-impact delivery by overseeing client engagements and driving excellence in advisory outcomes.
Practice Development & Thought Leadership: Contribute to the strategic development of the global advisory practice through industry-specific capabilities, tools, and go-to-market strategies.
Mentor and grow senior talent with industry fluency and domain depth to serve evolving client needs.
Serve as a thought leader within your domain-publishing insights, speaking at conferences, and leading executive forums.
Commercial Accountability: Own revenue, margin, and growth outcomes for a portfolio of clients within your industry domain.
Partner with sales, delivery, and innovation teams to drive integrated offerings tailored to client challenges in finance, supply chain, risk, or operations.
Maintain strong pipeline health, commercial rigor, and forecasting accuracy.
Qualifications
Minimum Qualifications
Years of experience in management consulting or professional services with a strong focus on industry-specific transformation (e.g., financial services, manufacturing, consumer goods, life sciences, etc.).
Deep domain expertise in one or more key business functions such as finance, supply chain, risk, or operations.
Proven track record advising senior executives and delivering large-scale digital or AI transformation engagements.
Preferred Qualifications/ Skills
Executive presence and ability to influence senior stakeholders across industries and geographies.
Strong understanding of data platforms, cloud ecosystems, AI/ML, and intelligent automation applied to industry use cases.
Commercially savvy with demonstrated success in scaling advisory revenue.
Inspirational leader with a passion for coaching, collaboration, and capability-building.
Be a transformation leader - Work at the cutting edge of AI, automation, and digital innovation
Make an impact - Drive change for global enterprises and solve business challenges that matter
Accelerate your career - Get hands-on experience, mentorship, and continuous learning opportunities
Work with the best - Join 140,000+ bold thinkers and problem-solvers who push boundaries every day
Thrive in a values-driven culture - Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress
Come join the tech shapers and growth makers at Genpact and take your career in the only direction that matters: Up.
The approximate annual base compensation range for this position is [$ 160 , 000 to $ 2 0 0 , 000 ]. The actual offer, reflecting the total compensation package plus benefits, will be determined by a number of factors which include but are not limited to the applicant's experience, knowledge, skills, and abilities; geographic location; and internal equity
Work-from-Anywhere Roles - “Los Angeles California-based candidates are not eligible for this role”
Location-based Roles (e.g., Chicago roles - metro area can be adjusted by role location) - “Los Angeles, California based candidates are not eligible for this role. < Chicago > area candidates are eligible for this role only.”
Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.
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$137k-205k yearly est. 4d ago
Vice President, Real Estate, Investment Banking
Hispanic Alliance for Career Enhancement 4.0
Chicago, IL jobs
Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.
Responsibilities
Operates as key member of the deal team with efforts to maximize sector penetration and returns.
Institutes cross-selling initiatives to increase ranking with client.
Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.
Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.
Initiates contact with partners for new client sales.
Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.
Reviews and continually monitors performance of existing accounts and client relationships.
Conducts due diligence (e.g. client visits, analyzing business models, and comprehensively reviewing industry trends and related regulations).
Understands client needs and provides relevant ideas and opinions to generate recommendations.
Collaborates with sector coverage partners for clients and prospects to identify / deliver creative, timely solutions.
Provides deal expertise and prepares/oversees delivery of creative and timely "pitches".
Supports credit concurrence/pricing efforts as a client advocate.
Maintains key ongoing coverage contact with clients and sector managers.
Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services.
Identifies and leverages key decision makers and influencers in client / internal organizations.
Acts as a positive change agent to drive improved efficiency and effectiveness.
Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates.
Assists in the development of strategic plans.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Works with specialists as needed to support successful deal completion.
Ensures alignment between stakeholders.
Creates financial models to analyze client portfolios and anticipate client needs.
Uses financial analysis to proactively identify opportunities to cross-sell.
Generates updated financial models/ analyses as dictated by business needs and industry requirements.
Analyzes/ assesses industry compilations.
Applies appropriate technical concepts and completes / leads consistent and reliable technical and financial reports / analyses to support client deliverables.
Understands the complexity of transactions and related risks (credit, market, operational, legal/compliance, etc.).
Balances the Bank's risk appetite with client needs when making recommendations / proposals.
Identifies opportunities to find more cost-effective ways to impact the bottom line and drive profitability.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Reviews and guides work of Analysts and Associates to deliver business results.
Delivers financial modeling to support strategic recommendations to clients.
Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Qualifications
Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
An undergraduate degree. Focal areas of finance, economics, or accounting preferred with high academic achievement.
MBA, CFA or equivalent experience in financial services, accounting, or legal fields.
Minimum of 6 years of relevant experience in investment banking, negotiating and structuring financial transactions. This should include some experience in a corporate lending environment developing business.
Relevant business services sector experience is highly desired.
Good knowledge of the organizational portfolio management policies and objectives.
Displays advanced deal execution and/or project management skills - ability to manage more than one client / major initiative.
Demonstrates strong market knowledge to enable the comprehensive servicing of clients and the effective development of new solutions.
Expertise in financial computer applications and database management tools.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.
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A financial institution in Chicago is seeking a Credit Analyst to support lending decisions for Commercial banking loans. The role involves analyzing client credit information, structuring loan agreements, and ensuring compliance with bank policies. Ideal candidates will have 5-7 years of experience in credit or lending, a Bachelor's degree, and strong analytical skills. This position offers a competitive salary and comprehensive benefits, along with the opportunity to grow within the organization.
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$132k-193k yearly est. 5d ago
VP, Real Estate Investment Banking - Strategic Deals Leader
Hispanic Alliance for Career Enhancement 4.0
Chicago, IL jobs
A financial services company is seeking a key team member with strong expertise in investment banking to maximize client sector penetration and returns. The role involves managing a diverse portfolio, conducting due diligence, and collaborating with sector partners to generate client-focused solutions. Applicants should have 5-7 years of relevant experience, preferably with an MBA or CFA and a strong understanding of financial analysis and deal execution.
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$132k-193k yearly est. 5d ago
VP, Strategic Relationship & Deal Structuring
Hispanic Alliance for Career Enhancement 4.0
Chicago, IL jobs
A leading North American bank seeks an experienced professional for managing client relationships and driving business growth. The role involves developing market strategies, resolving complex client issues, and ensuring compliance with regulatory standards. Ideal candidates will have over 7 years of experience in similar roles, a Bachelor's degree in a related field, and advanced skills in financial analysis. This position offers a competitive salary with a range from $88,800 to $165,600, reflecting the breadth of responsibilities and required expertise.
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$88.8k-165.6k yearly 2d ago
Chief Financial & Operating Officer (CFOO)
The Massachusetts Housing Partnership 4.2
Boston, MA jobs
The Organization
MHP is a seasoned public, nonprofit organization with 70+ employees established by state legislation in 1990 and whose board is appointed by the governor. MHP finances affordable rental housing, provides mortgage financing for first‑time home buyers through banks and credit unions, provides technical assistance for housing and neighborhood development, and is a major contributor to state housing policy. MHP has delivered financing or technical assistance in nearly every city and town in Massachusetts, including financing for more than 33,500 affordable rental housing units and more than 25,700 affordable homes for low‑income first‑time buyers. MHP has $1.2 billion in assets currently under management and has delivered $6.5 billion in below‑market financing either directly or through participating banks.
The Role
Location: Boston, Massachusetts (Hybrid)
Reports to: Executive Director
Direct Reports: Director of Finance, Human Resources Director, Director of Engagement & Inclusion, Director of IT, Treasury Manager, and F&A Executive Assistant
The Chief Financial and Operating Officer (CFOO) will succeed a long‑tenured, well‑respected leader and will inherit an exceptional team of committed and experienced staff. The CFOO will join MHP's five‑member Steering Committee (senior management team) and will ensure that MHP has the infrastructure and systems in place to achieve its mission effectively, be financially and operationally sustainable, and mitigate risk.
Key Responsibilities Leadership and Strategy
Oversee short‑ and long‑term budget planning, forecasting, and resource management in alignment with MHP's mission and strategic plan; identify opportunities to increase net income, unrestricted net assets, and to secure program funding where appropriate and as opportunities arise.
Regularly undertake business modeling, planning and stress testing; and align resources to meet agreed upon organizational objectives.
Regularly assess organizational performance against the annual budget and financial forecasts and make recommendations on financial strategy, staffing, and business goals.
Provide strategic and people‑centered leadership by empowering and managing direct reports, aligning team goals with organizational priorities, delivering clear and data‑driven feedback, and fostering professional growth and succession readiness.
Regularly update the board on financial performance, operational effectiveness, and staff engagement. Generate reports and develop tools to provide critical financial, operational, and staff information to the ED, Steering Committee, and board.
Responsible for the Finance, Audit and HR & Compensation Committees of the board.
Monitor financial performance and make recommendations to ensure MHP's financial health. Oversee MHP's annual budget, endeavor to maximize income, manage costs, and secure funding where appropriate and as opportunities arise.
Ensure that MHP maintains current and accurate financial records, has sound documented internal controls, continuously improves its financial systems, and meets its debt service and other financial obligations on a timely basis and in accordance with loan agreements and other contractual agreements.
Ensure that timely and accurate financial reporting is provided to the board, Executive Director, Steering Committee, and senior managers.
Facilitate the selection and engagement of auditing firms by the Audit and Risk Management Committee and ensure that annual audits are timely completed in accordance with Generally Accepted Auditing Standards.
Recommend investment policies for board approval and manage MHP's relationship with its external investment advisor. Oversee cash flow and investments to ensure appropriate cash balances are maintained and investment returns are maximized consistent with policy.
Operations and Technology
Pursue continuous improvements in systems and practices that increase efficiency and improve the delivery of programs and services, including potential uses of artificial intelligence.
Drive the effective use of IT across the organization by ensuring that employees at all levels are trained and supported in fully leveraging available tools and systems to enhance productivity, communication, and collaboration.
Develop, implement and maintain a robust contract management system that supports contractual compliance, operational efficiency, and accurate invoicing. Ensure that all new contracts are aligned with MHP's budget and internal policies.
Ensure that MHP has adequate systems and procedures in place to maintain compliance with state and federal requirements, to properly manage organizational risk and to support effective program implementation.
Strengthen decision‑making processes to ensure MHP takes well informed, calculated risks in all areas of operations.
Oversee the leasing and management of MHP's office space including the relationship of current and potential future space to hybrid office policies, leases, broker relationships, and make recommendations to the ED on lease options.
Manage MHP's corporate insurance, with support from an outside insurance advisor, to ensure that coverage is cost‑effective and adequately mitigates MHP's risk.
Human Resources & Engagement
Align staffing and HR planning with current priorities, new program demands, budgets, and future operational needs.
Ensure that HR policies are equitable and benefits are competitive to foster retention of top talent.
In collaboration with HR Director, oversee annual variable compensation recommendations, merit increases, salary adjustments, and promotions to the Executive Director, HR & Compensation Committee, and Board.
Advise and support Director of Engagement and Inclusion in conducting periodic belonging surveys and in designing and implementing strategies to enhance staff engagement and cultivate a sense of belonging.
Professional Experience
10+ years of enterprise‑level experience managing finance and/or operations in a complex organization, with a preference for experience at a public or nonprofit organization.
Extensive experience with financial management, budgeting, accounting and investment at a scale comparable to MHP.
Experience reporting to a CEO and being part of a senior management team.
Demonstrated and deep experience with direct management responsibility for staff across key functions, including finance, human resources, IT and operations with adjacency to some those functions in a senior management role considered.
Strong working knowledge of technology and information systems with the ability to organize and prioritize work using knowledge of current and emerging office technology and business methods.
Extensive cross‑departmental organizational leadership providing support in problem solving, resource management, outcome accountability, and program efficiencies.
Ability to work effectively with external constituents including public officials, financial institutions, customers and vendors.
Professional Attributes
A history of success both as a hands‑on, multitasking individual performer and as a leader and supervisor of professional staff.
Effectiveness in delegating responsibilities and holding staff accountable while fostering a team atmosphere and promoting individual employees' development and advancement.
A track record of professional integrity and strong motivation to be part of a mission‑driven organization.
Commitment to the principles of equity and inclusion in the workplace and in affordable housing.
An inclusive and people‑centered leadership style with the ability to attract, develop, inspire, and retain high‑performing staff in a multidisciplinary team.
Proven ability to manage complexity, solve problems, anticipate disruption, and make tough decisions when necessary.
An inquisitive management style that is unafraid to challenge assumptions.
Skilled written and verbal communication skills, including presentation skills.
Expertise in Excel and familiarity with the Office 365 suite including Outlook, Teams, Word, etc.
Knowledge of Sage Intacct, Workday Adaptive, and Paylocity is a plus.
Kind, empathetic, and grounded: bringing warmth, humility, and a sense of humor to the role.
Education
Bachelor's degree required, preference for a master's degree in a related field (e.g., finance, accounting, public administration, business administration) or equivalent knowledge, skills, and experience.
Travel
Travel throughout Massachusetts will occasionally be expected.
Compensation
The budgeted salary for this role is $230,000 to $250,000. Salary is just one component of MHP's total compensation package. Any final offer will be based on various factors including job‑related knowledge, skills, competencies, and experience.
Non-discrimination
MHP is an equal opportunity employer and is committed to creating an inclusive environment for all employees. MHP does not make hiring decisions based on age, race, gender, religion, disability, or any other characteristic protected by applicable law.
Candidates will be considered on a rolling basis. We urge your prompt consideration of this impactful leadership role.
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$230k-250k yearly 2d ago
Vice President Finance at a PE-Backed Manufacturing Business
Falcon 4.0
Chicago, IL jobs
COMPENSATION:
A competitive salary, annual bonus, and wealth-building equity grant make for a compelling economic opportunity.
THE COMPANY:
Business Model: B2Bmanufacturing
Revenue Range: Mid-market
Deal Structure: Control buyout
INVESTMENT THESIS:
Transform the business and drive scale within 4-5 years.
Leadimplementationof an improved ERP/financial reporting system.
Acquire/integrateadd-ons that will add scale, product, cross-sell, and multiplearbitrages.
THE SPONSOR:
This Chicago-basedmid-marketprivate equity firm has a solid history of scaling businesses.
CANDIDATE PROFILE:
Weseeka passionate, committed leader with a contagious will to win who can honor this company's past while also leading it into the future. Our ideal candidate's background most likely includes:
Functional: Finance/accounting leaderswithin anenterprise responsible for $30mm+in revenue
Orientation: Operational finance & accounting background
Tenure: 10+years of progressive career success
FALCON and its clients are equal opportunity employers. All candidates will be considered without regard to race, color, gender, sexual orientation, national origin, disability status, or any other protected status. FALCON encourages qualified individuals of all backgrounds to apply.
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$138k-195k yearly est. 3d ago
VP of Finance - PE-Backed Manufacturer, Scale & ERP
Falcon 4.0
Chicago, IL jobs
A private equity firm is seeking a VicePresident of Finance to lead its portfolio manufacturing company in Chicago. This role involves transforming the business, scaling operations, and leading finance teams with a focus on operational finance. Ideal candidates will have over 10 years of experience in finance or accounting with a proven history of success in enterprises generating $30 million or more in revenue. The position offers a competitive salary and annual bonus, alongside substantial growth potential.
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$138k-195k yearly est. 3d ago
Director, Policy Strategy & Research Excellence
Hispanic Alliance for Career Enhancement 4.0
Washington, DC jobs
A national healthcare advocacy organization in Washington, D.C. is looking for a Senior Policy Director to guide and execute their policy research agenda. The role involves strategic leadership, overseeing high-impact research, and engaging with key stakeholders to influence healthcare policy. Candidates should have over 12 years of experience in government relations within healthcare and a strong background in political science. This position offers a competitive salary and comprehensive benefits.
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$105k-141k yearly est. 5d ago
Director, Salesforce Platform & Strategy
Vigilant Capital Management, LLC 4.3
Chicago, IL jobs
A leading wealth management firm based in Chicago is seeking a Director of Salesforce Development. The role involves leading the Salesforce ecosystem, managing development teams, and implementing strategic solutions. The ideal candidate has over 8 years of experience on the Salesforce platform and strong leadership skills. This position offers a hybrid work schedule and comprehensive benefits including medical insurance, flexible PTO, and a competitive salary ranging from $175,000 to $195,000 plus bonuses.
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$175k-195k yearly 4d ago
Tax Director, NorCal Corporate Tax
Baker Tilly International 4.6
San Francisco, CA jobs
# **Overview**Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.*Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.**Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.*# **Job Description:**Tax Director Responsibilities If yes, consider joining Baker Tilly (BT) as a Tax Director with the NorCal Corporate Tax team! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You'll enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!) You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow What you will do: Be a trusted member of the engagement team providing various corporate tax compliance and consulting services to industry specific clients: Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740 Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas Manage client engagement staffing, billings/collections, and ensure client profitability targets are met Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue Invest in your professional development individually and through participation in firm wide learning and development programs Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: Bachelor's degree in accounting or law, or a similar degree in business, master's or advanced degree desirable CPA or JD required Eight (8) + years' experience providing federal tax compliance and consulting services in a professional services firm Five (5)+ years' of supervisory experience, mentoring and counseling associates Demonstrated management, analytical, organization, interpersonal, project management, communication skills Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects Highly developed software and Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred Corporate Tax DirectorResponsibilities If yes, consider joining Baker Tilly (BT) as a Corporate Tax Director! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to midmarket and large corporate clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You'll enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business
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$139k-203k yearly est. 3d ago
Director, Actuarial Pricing - REMOTE
DW Simpson 4.1
Vice president job at DW Simpson Global Actuarial Recruitment
Excellent compensation and benefits package available for the right candidate. National P&C company is in search of a Director, Actuarial Pricing. This individual will manage & lead a team of analysts producing pricing analyses across Home, Auto, and Excess lines of business. The ideal candidate will be a new or near FCAS with 5+ years of actuarial pricing experience in Personal Home and/or Auto lines of business. Must possess strong knowledge of actuarial ratemaking methodologies, excellent analytical & quantitative skills, and proficiency with SAS, SQL, R, Python, or other data analysis tools. Leadership experience or strong mentorship skills is highly preferred. (#57882)
Compensation:
Salary range of $150-175K
Locations:
Chicago, IL / Hybrid
Boston, MA / Hybrid
White Plains, NY / Hybrid
Remote CST
$150k-175k yearly 12d ago
Learn more about DW Simpson Global Actuarial Recruitment jobs