Energy & Environmental Investments jobs in Boston, MA - 20145 jobs

Managing Consultant (Transmission)
Energy & Environmental Investments 3.7
Energy & Environmental Investments job in Boston, MA
Why You Should Join the E3 TeamWhen you join the E3 team, you will be working on some of the most important energy issues with some of the top minds in the electricity industry. We help shape energy and climate policy, play vital roles in regulatory proceedings, advise executives, and inform investment and planning selections. At E3, you will be challenged and inspired. Who We AreFounded in 1989, Energy + Environmental Economics (E3) is a fast-growing energy consulting firm that helps utilities, regulators, policy makers, developers, and investors make the most educated strategic decisions possible as they implement new public policies, deploy and develop new technologies, and address customers' shifting expectations. We have offices in San Francisco, New York City, Boston, Denver, and Calgary. Because E3 works with customers from all sectors of the electricity industry, we provide a 360-degree knowledge of markets, planning, policy, regulation, and environmental factors. Just as important, we are driven to deliver clear, unbiased evaluations that help customers make informed decisions. E3 works on high-profile, high-impact projects in jurisdictions that spearhead the implementation of clean energy policy. In California, Hawaii, and New York, we are advising state agencies and regulators about how to implement clean energy policies with an emphasis on customer incentives and markets. About YouWe look for people who combine strong analytical dexterity and/or policy experience with integrity and a passion for energy. Our Managing Consultants take the reins on project work to drive creative solutions to some of the most elaborate and important energy issues of the day. For this specific role, we are looking for someone who bring subject matter depth in electric transmission (e.g., ISO/RTO transmission planning processes, interconnection and deliverability concepts, corridor/ROW and permitting basics, capital planning). You're fluent with management consulting skills: structuring ambiguous problems, choosing a path and level of detail to answer questions in the time/budget available, anticipating challenges and creating plans to mitigate those risks, coaching your team in how to answer questions, and checking results and storyline based on your experience in the industry. You have executive presence to navigate tough client/stakeholder dynamics, align senior leaders and drive decisions in high stakes settings. Practice AreaThis position is based in our Asset Valuation, Markets and Transmission practice area. About the Role· Hours: Full Time · Travel: 0-10% · Office Location: Remote or hybrid work schedule from one of our E3 offices; travel to local client site maybe required for the San Francisco office. Work EnvironmentE3 has adopted a hybrid and flexible work environment that adapts to changing needs of projects and safety requirements. Because E3 thrives in a strong collaborative office-based working environment, in addition to work at client sites as project needs require, we encourage employees to work from the office at least 2-3 days per week, while also welcoming those who prefer to come in more regularly. Must be able to work for extended hours in front of a computer screen and conduct meetings on the telephone and virtually. The Role The Managing Consultant (Transmission) will assign in the strategic engagements on key transmission issues for utility, developer, investor, and system operator clients. You'll structure the problem in collaboration with our in-house transmission experts, define and check analytical tasks for E3 project teams, own day-to-day client leadership, and coordinate across cross-functional client teams (transmission planning, engineering, regulatory, finance, delivery). Focus areas will be specific to the client engagement but can include transmission opportunity and business case development, portfolio prioritization, regional cost allocation, regulatory strategy and testimony drafting, KPI tracking, partnership strategy, and organization structure and governance. Responsibilities Lead the delivery of customer work through modeling, developing presentations, writing, and preparing entire subsections of reports and papers, and owning customer requests Conduct independent research using your ingenuity and curiosity to make reasonable assumptions and produce appropriate solutions, at times with incomplete information Fulfill end-to-end project obligations Deliver presentations to customers and reply to questions Develop aptitude in using a flagship modeling tool, gathering relevant data, and vetting results Oversee or assist in management of existing tools as needed Oversee or implement major revisions to toolkits Apply core QA/QC best practices Lead proposal writing on small/medium projects Translate results of research and evaluations into clear visual representations Head the creation or editing of spreadsheets to be "client-ready,” including developing tools for customer solutions Proactively track actual performance of own work performed against the established plan, with ongoing communication with the Director or Manager Track and manage actual performance of project teams against the established plan, with ongoing communication to project team members Capture project learnings and repeatable products and work samples for future use according to knowledge management processes Assist with internal initiatives as needed Requirements Master's degree or PhD in engineering, economics, computer science, public policy, or related field Demonstrated hands-on experience or extensive knowledge in, or related to our practice areas 5-8 years of experience in an energy-related field with a utility with a specific focus on the power electric sector Prior experience/subject matter expertise in electric transmission development or planning (e.g. interconnection and deliverability concepts, corridor/ROW and permitting basics, capital planning, utility regulation) Extensive project management experience leading collaborative project efforts while helping each member of your team to do their finest work Experience crafting a clear and compelling message both in writing and via presentations Demonstrated experience working directly with stakeholders or customers Aptitude to write and communicate clearly Demonstrated success guiding ideas, people, and projects High fluency in Microsoft Excel and PowerPoint; quantitative modeling methods and/or programming knowledge and experience Desire to work in a dynamic office environment with other staff Things that Set you Apart Deep subject matter expertise specifically in energy, power systems, and climate change issues Significant project management and leadership experience in a technical or analytical environment Past experience working directly with utilities on electric transmission or distribution, corporate strategy, or regulatory strategy Experience with transmission modeling platforms preferred, example include PLEXOS, Gridview, PROMOD, PSSE, TARA Extensive experience coordinating with customers on a regular basis You believe it is essential to achieve a transition to a low-carbon economy and love thinking about the future of energy You enjoy translating technical concepts to a broader audience You take ownership of your work, proactively seeking out answers to questions and enjoy finding creative solutions to issues you encounter E3's Commitment to YouE3 provides abundant opportunities for professional growth and invests significantly in employee development. Right from the start, our team works hard to provide you with a customized multi-week onboarding experience where you will meet with colleagues, Partners, and your own mentor. Every September, all new hires attend E3's proprietary internally developed 22-course training program which broadens your foundational industry-specific knowledge as well as develops those skills essential to being a great consultant. E3 also provides every employee with an annual professional development stipend, opportunities to attend conferences, and personalized career development at every stage of your employment. In addition, E3 offers employees a broad, best-in-class range of benefits and supportive rewards to support you both personally and professionally. Some benefits include: · Base and bonus commensurate with experience and performance· Exceptional benefits such as medical, dental, and vision insurance plans· 401k with corporate match· Flexible Paid Time Off plus standard company holidays· Short-term and long-term disability· Fitness and wellness corporate discounts· Professional Development annual stipend EEO Non-Discrimination and ADA Reasonable Accommodation Statement Applicants are considered for all positions without regard to race, color, creed, religion, age, national origin, alienage or citizenship status, gender, sexual orientation, gender identity, marital or partnership status, disability, military status, veteran status, pregnancy or predisposing genetic characteristics. Willdan does not discriminate on the basis of physical or mental disability where the essential functions of the job can be reasonably accommodated. Determinations on requests for reasonable accommodation will be made on a case-by-case basis. If you need reasonable accommodation for any part of the application and hiring process, please notify us. Willdan Group Inc. participates in E-Verify
$89k-128k yearly est. Auto-Apply 48d ago

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Senior Executive Assistant - Corporate Affairs & Communications
American Express 4.8
New York, NY job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The American Express Corporate Affairs & Communications (CA&C) team is a strategic function that works to enhance and protect the continued strength of the American Express brand through public relations, social media and content, colleague communications and corporate social responsibility (CSR) initiatives. How will you make an impact in this role? The Executive Assistant will be a key member of the team, primarily supporting an Executive Vice President and two full-time vice presidents in CA&C, and aiding their teams as needed. We work on tight deadlines, with multiple partners and communications agencies, and our work is visible both to external audiences and to the broader enterprise. We are looking for someone who is detail oriented with a positive, can-do attitude. You are seasoned and experienced in handling a wide range of administrative-related tasks and can work independently through building positive relationships and being resourceful. Responsibilities include: Organizing and maintaining complex calendars using a high level of tact, influencing and integrity, including scheduling across multiple time zones Calendar management, including scheduling meetings with EC members and other senior leaders, colleagues, and external parties. Preparing, reviewing, and processing expense reports, and running expense report approvals, in line with company T&E policy and budget Assisting with timekeeping and payroll duties Fluency in American Express ARIBA and Concur Handling organization charts and team rosters Booking and coordinating travel arrangements including air and hotel bookings for both domestic and international business trips. Supporting team administration including job postings, on boarding for new hires, updating distribution lists, setting up group-wide team meetings, coordinating team real estate Processing of requisitions and other invoices, ordering supplies and handling ticket requests Coordinating logistics for internal meetings and events, including scheduling of conference rooms, catering and technology support as required Support special ad-hoc projects and initiatives as assigned Minimum Qualifications: 5+ years experience in providing administrative support is required Ability to work well in a dynamic and fast-paced organization and manage multiple tasks and priorities Excellent written and verbal communication skills Ability to work effectively on a team, sometimes under pressure with accuracy, attention to detail, professionalism, and timely, direct follow-up Strong sense of integrity and ability to handle sensitive issues and maintain confidentiality Ability to proactively identify and resolve issues Ability to work with all levels of management, associates and external business contacts Strong computer skills, including Microsoft Outlook, WebEx, MS Office Suite (Word, Excel, PowerPoint) Preferred Qualifications: * Thorough knowledge of American Express Company internal systems (e.g., Concur, Ariba, etc.) Salary Range: $37.50 to $59.98 hourly + bonus + benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
$37.5-60 hourly 2d ago
Chairman, Board of Review
Commonwealth of Massachusetts 4.7
Boston, MA job
Chairman, Board of Review (Job ID: 250007W2) The Department of Unemployment Assistance (DUA) administers the Unemployment Insurance (UI) program, which provides temporary income assistance to Massachusetts workers who are unemployed through no fault of their own and who are able to work, available for work, and looking for a job. Overview The Board of Review is an independent, three‑member quasi‑judicial board. Its members hear appeals of unemployment insurance claims and other unemployment matters before a case may be appealed to court. As Chairman, you will oversee the board, its staff, and the administration of the board's duties. Responsibilities Develop policy regarding the interpretation of the Massachusetts Unemployment Insurance Law through the board's decisions as the final administrative tribunal prior to the courts; Render decisions on appeals of claimants and employers from decisions of the Commissioner allowing or denying the payment of benefits and on employers' subjectivity to the law; Conduct de‑novo hearings in unemployment compensation cases where claimants and employers are engaged in labor disputes, often involving groups of claimants, employers, counsel, and labor union representatives; Make decisions at hearings regarding the introduction of evidence, issuance of subpoenas, and requests for continuance; Oversee the board's administrative and legal staff, develop policy related to Massachusetts UI Law, and provide legal counsel to the board. Qualifications Licensed to practice law in Massachusetts; Experience with administrative law or quasi‑judicial proceedings preferred; Strong analytical, writing, and oral communication skills. Additional Information Official Title: Program Manager Specialist VII Agency: Department of Workforce Development Job Type: Full‑time, Day shift Location: Primary location unspecified (departmental offices) Openings: 1 Salary: $100,839.08 - $155,529.95 per year Bargaining Unit: M99‑Managers (EXE) Potential Hybrid Schedule: Yes Diversity & Equal Opportunity Contact: Dennis Johnson (************) Confidential Position: No For diversity, affirmative action, or equal employment opportunity questions, or to request a reasonable accommodation, please contact the Diversity Officer / ADA Coordinator: Dennis Johnson - ************. #J-18808-Ljbffr
$100.8k-155.5k yearly 2d ago
LatAM Sovereign Trader
Barclays Bank 4.6
New York, NY job
To execute trades and manage risk within a defined portfolio of financial instruments and staying informed about market trends and developments to make informed trading decisions. Accountabilities. Execution of buy and sell orders or pricing of liqui Trader, Trade, Business, Monitoring, Banking
$119k-185k yearly est. 1d ago
Tax Experienced Senior, Private Client Services
BDO Global 4.8
Los Angeles, CA job
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Experienced Senior, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: Participates in tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities Works directly with clients and their advisors to gather information needed to prepare tax returns Develops understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions, while demonstrating the ability to follow instructions and actively seek feedback Reviews basic individual and trust tax returns and provides written and verbal feedback to staff and interns Analyzes tax notices received from government agencies and prepares initial drafts of response Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership Works in a fast-paced, deadline-driven environment both independently and within a team dynamic Prioritizes and completes tasks Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training Builds new relationships with other professionals both inside and outside the firm Supervisory Responsibilities: May supervise and manage the day-to-day work assignments of PCS Associates Provides verbal and written performance feedback to PCS Associates, as necessary Acts as mentor to PCS Associates Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area and CPA certification, required * Master's degree in Accountancy or Taxation, preferred Experience: Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required Experienced in private client services, preferred Prior basic supervisory experience, preferred License/Certifications: * CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), preferred * Possession of other professional degrees or certifications applicable to role preferred Software: Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Languages: * N/A Other Knowledge, Skills & Abilities: Initiative Works hard, putting in extra effort when necessary to complete their assignments within given deadlines; self-starting; doesn't need to be explicitly told to put in this effort; when set, meets weekly/engagement hours expectations Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps Communication Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative Internally, communicates the status of their work to their team; promptly responds to requests Leadership Leads by example, acting as a model for the firm's core values Takes on challenges; sees tasks through completion, even if there are obstacles Business Development Participates in business development and networking activities Seizes opportunities for new professional contacts when presented People Development Ability to interact effectively with people at all organizational levels of the firm Assists in supervision, development, and training of employees 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. California Range: $96,000 - $125,000 Colorado Range: $80,000 - $100,000 Illinois Range: $90,000 - $108,000 Maryland Range: $98,000 - $110,000 Massachusetts Range: $102,000 - $119,000 Minnesota Range: $80,000 - $95,000 New Jersey Range: $88,000 - $125,000 NYC/Long Island/Westchester Range: $115,000 - $130,000 Washington Range: $83,000 - $115,000 Washington DC Range: $105,000 - $117,000
$115k-130k yearly 2d ago
6-8th Grade ELA Teacher
Accel Schools 4.5
Riverside, CA job
About the Team ACCEL Schools is hiring a highly qualified 6-8th Grade ELA Teacher at Riverside Academy in Cincinnati, Ohio dedicated to providing a superior education for all students. We are seeking teachers who are passionate and dedicated to bringing the curriculum to life for each student. We want our teachers to be excited to create a positive classroom environment that prioritizes student learning and social-emotional development. Be part of the difference at Riverside Academy! Located near the Ohio River and Embshoff Woods Nature Preserve, Riverside Academy has served the westside community of Cincinnati since 2003. The public charter school offers EK-8th grade students a well-rounded, college-prep education featuring a hands-on, social-emotional learning approach. Known for its close-knit learning environment and nurturing teachers and staff, Riverside fosters strong partnerships within the community. Riverside Academy is part of ACCEL Schools, an established network of public charter schools serving K-12 students throughout the United States since 2014. About the Opportunity: Responsibilities of the Teacher include to- Prepare and deliver lesson plans with the ability to modify accordingly during the school year Differentiate instruction to meet the needs of all students Maintain accurate and complete records of students' progress and development Utilize research-based best practices in daily planning and classroom instruction Manage student behavior in the classroom Create a positive classroom environment for students to learn in Utilize school approved curricula that reflects the diverse educational, cultural, and linguistic backgrounds of the students Implement school-wide culture expectations and norms Communicate and meet with families regarding the academic and social-emotional growth of their child Incorporate technology skills into daily classroom practice to support learning Participate in the planning and implementation of non-instructional activities, as needed Collaborate and communicate effectively with colleagues Perform other duties as assigned About You: Active and current state of Ohio teaching license in appropriate content area Bachelor's degree in education or related field High level of comfort working in a growth-focused coaching environment based on frequent observations, debriefs, action planning, and progress monitoring Excellent written and verbal communication skills Ability to properly manage confidential information Able to supervise students of various ages in different school settings (playground, cafeteria, etc.) Ability to pass federal and state criminal background checks Experience working within an urban environment About Us "We believe that every child should be able to be anything they want in life, regardless of their birthplace and circumstances." - Ron Packard, CEO & Founder ACCEL Schools is a network of 80+ high-performing, public charter schools serving PK-12 students. We proudly advocate for school choice and work to address educational inequities throughout the United States. Our schools are inclusive and widely differ to reflect the unique values of the many urban, suburban, and rural communities we serve. Our brick-and-mortar, virtual, and hybrid schools specialize in closing educational gaps and offer innovative models such as career-technical education, sports training, bilingual programming, and more. We have been recognized and praised by legislators, authorizers, and researchers for providing exceptional education options to students in historically under-resourced communities. We offer the following benefits: Compensation The salary range for this position is $44,500-54,000. Factors which may affect starting pay within this range may include geography/market, skills, education, experience, and other qualifications of the successful candidate. Life benefits - time & peace of mind Paid time off Retirement contributions Optional Basic Life and AD&D insurance Voluntary life insurance (employee, spouse, child) Discounted childcare at Early Learning Academies locations Health benefits - stay well & thrive Medical, dental, and vision insurance Employee Assistance Program Voluntary short-term disability insurance Voluntary long-term disability insurance Career benefits - keep growing Career advancement opportunities throughout Accel Schools and our strong network of 4,000+ instructors and education professionals EQUAL EMPLOYMENT OPPORTUNITY It is our policy to abide by all federal, state and local laws prohibiting employment discrimination based solely on a person's race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental and/or intellectual disability, age, military status, veteran status (including protected veterans), marital status, registered domestic partner or civil union status, familial status, gender (including sex stereotyping and gender identity or expression), medical condition, genetic information, sexual orientation, or any other protected status except where a reasonable, bona fide occupational qualification exists. #INDMS
$44.5k-54k yearly 4d ago
Treasurer
Commonwealth of Massachusetts 4.7
Boston, MA job
An Official website of the Commonwealth of Massachusetts Reporting to the Chief Financial Officer (CFO), the Treasurer is a senior member of the Finance Department. This role involves a high degree of responsibility and the opportunity to make a meaningful impact, with accuracy being essential due to the role's financial significance. The Treasurer is responsible for all MSBA funds and investments, managing cash and investment activities, banking relationships, and cash flows in a fiscally prudent manner and in accordance with applicable state laws and MSBA policies. The Treasurer reports on MSBA cash and investment balances, debt, receipts and disbursement of funds and manages the MSBA's debt portfolio including overseeing the issuance of new debt and realizing debt savings by optimizing refunding opportunities. Qualifications Manage and oversee weekly processing of all MSBA financial obligations, including approximately $1B in annual grant payments to districts. Receive, record, and report monthly sales tax revenues. Monitor cash activity to ensure timely processing and accurate recording in the accounting system. Prepare, update, and report on grant payments and capital pipeline funding to support budgeting, borrowing schedules, and investment planning. Prepare wire instructions for payroll, OPEB funding, and other transfers as directed. Implement, review, and update internal control policies and procedures. Conduct periodic review of general ledger accounts, ensuring accuracy and completeness; collaborate with Finance to resolve variances. Debt Management Manage and report all debt activities, including negotiating borrowings, preparing documentation and notes, and reporting results to the Board; ensure compliance with disclosure requirements. Manage the MSBA debt portfolio and ensure adequate debt service coverage pursuant to bond indentures. Monitor primary and secondary market activity for MSBA-issued securities. Maintain and update debt portfolio; analyze and recommend refunding or defeasance opportunities for cost savings. Review and update the MSBA Debt Management Policy. Manage monthly revenue set-asides, transfers, and payments with the bond trustee in accordance with the trust agreement. In partnership with the CFO, support development of annual and long-term financing plans, collaborating with bond counsel, investment banks, advisors, investors, and rating agencies. Develop and maintain financial models to support recommendations on short- and long-term financing needs. Banking & Investment Management Serve as primary point of contact for MSBA commercial banking relationships; manage account activity and reporting requirements. Invest funds to protect principal, maximize income, and maintain liquidity. Ensure proper protection and custody of funds, securities, and financial instruments in accordance with state finance laws and MSBA Investment Management Policy. Review and update the MSBA Investment Management Policy. Maintain custody of MSBA OPEB trust funds, invest in accordance with trust agreement, and prepare quarterly investment performance reports for the OPEB Trust Committee. Other Duties Maintain and manage MSBA financial contracts (investment advisors, financial advisors, disclosure counsel); prepare bid documents or renewal agreements as needed. Attend and present at MSBA Board meetings, investor meetings, credit agency presentations, and other meetings as required. Perform other duties as assigned. Supervisory Responsibilities Supervise the Assistant Financial Analyst, including recruitment, onboarding, and training. Lead and manage employee performance: set expectations, monitor progress, coach, and ensure compliance with MSBA policies and standards. Required Education, Experience & Skills Bachelor's degree in finance, accounting, economics, or a related field. Minimum 10 years of progressively responsible experience in treasury, public finance, or financial management (government or public sector preferred). 5+ years supervisory experience. Strong knowledge of government finance, public fund investment, and debt issuance. Demonstrated experience issuing municipal debt, including preparation of required documents and presentations. Experience with debt management software and accounting systems. Proficiency in Microsoft Office (Excel, Word, Access, PowerPoint, Outlook); advanced Excel skills required. Strong verbal and written communication skills. Proven success training and managing employees. Ability to work independently and in a team environment. Ability and willingness to travel occasionally and maintain strict confidentiality. Preferred Qualifications Master's degree or professional certification (CPA, CTP, CFA). Experience working with Massachusetts quasi-public agencies or authorities. Knowledge of Massachusetts state and municipal finance laws. Official Title : Treasurer Primary Location Job Construction Agency Mass School Building Authority Schedule Full-time Shift Day Job Posting Oct 31, 2025, 3:52:23 PM Number of Openings 1 Salary 114,821.00 - 129,174.00 Yearly If you have Diversity, Affimative Action or Equal Employment Opportunity questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator : Stacy Patino - ********** Potentially Eligible for a Hybrid Work Schedule : Yes #J-18808-Ljbffr
$129k-195k yearly est. 3d ago
Commercial Banker, Healthcare, Higher Education & Non-Profit, Middle Market Banking, Vice President
Jpmorgan Chase & Co 4.8
Boston, MA job
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as aCommercial Banker is for you. As a Commercial Banker on the Healthcare, Higher Education & Non-Profit (HHN) Commercial Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare, Higher Education & Non-Profit. The Healthcare, Higher Education & Non-Profit team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities Manage and develop relationships with non-profit clients whose annual revenue ranges from $50 million to $150 million. Champion a culture of innovation and a customer centric mindset by serving as a Relationship Manager for HHN customers and prospects Develop new, and deepen existing, HHN relationships by focusing on key commercial banking solutions (e.g. credit, treasury, liquidity) and partner with other lines of business and business segments (e.g. Public Finance, Asset Management, and Consumer Banking) to develop fulsome relationships for the firm Stay current with HHN industry trends to identify opportunities for innovation or strategic partnerships and bring thought leadership to our HHN customers and prospects Serve as an ambassador for the firm by bringing the full resources of JPMorgan Chase to our HHN customers and prospects (e.g. Corporate Responsibility, ESG, DEI) Mentor junior members on the HHN team, including Analysts and Associates, to contribute to the long-term success of our business and to assist with talent development Required Qualifications, Capabilities and Skills 5 plus years' direct lending or credit support related experience, with a focus on business relationships Understanding of Commercial Banking products and services Knowledge of the local market Ability to collaborate with internal partners and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Sales management and business development skills Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Excellent verbal, written and listening communication skills Strong creative solution and problem solving abilities Proficiency in building and maintaining positive client relationships About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations. #J-18808-Ljbffr
$78k-130k yearly est. 3d ago
Loan Disbursement Specialist
California Bank & Trust 4.4
Irvine, CA job
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are currently seeking a Loan Disbursement Specialist to join our Construction Disbursements Team located in downtown Salt Lake City, Utah. The Construction Disbursement Administration (CDA) group is responsible for managing roughly 200 commercial construction projects simultaneously. We work with multiple departments around the Bancorp to ensure that construction is progressing properly and all agreements within the loan documentation are being followed by all parties. We have currently switched to a new construction monitoring system and are working to streamline and improve our processes in all aspects of construction monitoring. The Salt Lake City group works closely with one another and we maintain a collaborative mentality when monitoring the construction loans assigned to us. We are looking for someone who is willing to work hard and jump in with both feet into our team and help us maintain our high standards of service within the department. The Disbursement Specialist will: * Review, analyze and process customer loan draws for commercial and residential construction projects, loan fund disbursements, equity draws, etc., including review of invoices, lien waivers, and budget. * Prepare payoff quotes, credit bids, default letters and loan modifications. * Schedule and direct pre-construction discussion with Borrower, Builder, and RM when requested. * Administer participation loans, coordinate with participating/lead bank(s). * Order, input, and review inspection reports. * Updates and maintains various reports and ticklers for loan maintenance. * Assists with and may serve as liaison with lenders, loan administration, and outside vendors. * Monitor and may process interest rate changes. * Review loans for past due status, insurance coverage, tickler exceptions, etc. * Ensure loan administration is consistent with loan documents, bank and department policies and procedures. * Other duties as assigned. Requirements: * Some experience with commercial, construction or loan servicing process and procedures, loan documentation or processing or other directly related experience. * Basic knowledge of lending disbursement processes, procedures and loan documentation. * Basic knowledge of standard construction budget and loan servicing practices and techniques. * Must have good audit, problem solving, data entry and customer service skills. * Ability to review and process data per loan documentation. * Good time management and organizational skills. * Must be accurate, detail oriented and able to multi-task. * Good communication skills, both verbal and written. * Basic knowledge of computer software programs such as word, excel, etc. * Requires High School Degree or Equivalent * A combination of education and experience may meet job requirements. Location: This position is 5 days in-office and can be filled at our downtown office in any of the following locations: * Phoenix, AZ * Irvine, CA * Houston, TX * Salt Lake City, UT Pay range (depending on location and experience): $19-32/hr Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
$19-32 hourly 2d ago
Entry Level - Associate Member Relationship Specialist (Part-Time Teller 1 - Rancho Cucamonga)
Arrowhead Credit Union 3.6
Rancho Cucamonga, CA job
Are you warm, caring, friendly, and passionate about providing excellent service? Are you excited about giving back to your community? Are you looking for an entry-level position that promises career development? If so, we want to talk to you - we are currently looking for Customer Service Superstars to join our Team! An Associate Member Relationship Specialist (Teller 1) provides exceptional face-to-face member service in our branch locations. Position hours vary between: * 8:30 am - 5:30 pm Monday through Friday * 8:30 am - 2:30 pm Saturday This opportunity is ideal if you are: Excited about providing amazing service to our members and the community. Looking for a position that will establish and grow your career. Interested in learning how to open financial memberships and assist with loan requests. Passionate about financial education and finding solutions. Essential Functions and Responsibilities Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Actively participates in meeting the goals of the department and the Credit Union. Provides excellent service by using a positive and professional tone to assist members and team members accurately, thoroughly, and as efficiently as possible while maintaining consistent and friendly service. Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously. Service Assists members with routine transactions and service requests, including but not limited to; positively identifying individuals, negotiating checks, receiving deposits, card services, etc. Assists with member research and problem resolution. Accurately completes member service requests, and places proper attention to data accuracy, policies and procedures, cash management and balancing, and branch safety/security routines. Works within given limits and authority; proactively seeks supervisory assistance as needed. Promotes credit union products and services and actively refers members to credit union partners as appropriate. Has an open mind; can conceptualize and proactively solve problems in pursuit of exemplary service to members, teammates, and the organization. Is courageous and willing to make decisions that result in positive member outcomes. Development Exemplifies the attitude, aptitude, and ability to learn quickly and efficiently while showing assertiveness in personal development. Successfully completes all learning events and academies on schedule, effectively communicating with mentors and leaders with the purpose of achieving learning objectives. Actively participates in organizational projects and promotions; Develops a thorough knowledge of credit union products, services, rates, and partnerships. Suggests and participates in credit union community service opportunities and events. Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Controls (OFAC) and complies with all laws and regulations applicable to area of responsibility. Regular and predictable attendance and punctuality. Other duties as assigned and deemed necessary by Supervisor to achieve the goals of the department and the Credit Union. No aggressive sales goals - our focus is serving Members. Benefits Include: (not a complete list) Wellbeing Weekly pay 401K Retirement Savings Plan with company match Paid time off accrual begins upon hire Paid sick leave Company-provided life insurance at up to twice your annual salary Financial Education Programs DoorDash DashPass Health Medical, Dental, and Vision Insurance for part-time and full-time employees Modern Health Care.com subscription Teladoc Pet Insurance Career Development * Career development opportunities * Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program. To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range: Minimum: $22.32/hour | Midpoint: $27.22/hour | Maximum: $32.12/hour
$22.3-32.1 hourly 2d ago
Investment Management Governance Office Senior Fiduciary Business Manager
City National Bank 4.9
Los Angeles, CA job
WHAT IS THE OPPORTUNITY? Working within the Investment Management Governance Office of the Wealth Management division, this role will be responsible for the fiduciary risk oversight program to include implementation of policies and development of procedures related to fiduciary governance requirements under 12 CFR9, Investment Advisors Act, ERISA and Reg R, supporting the five Fiduciary Management Committees and supporting reporting to the Wealth Management & Fiduciary Committee and the Private Banking and Wealth Management Business and Risk Committee. WHAT WILL YOU DO? Coordinate the annual assessment of the effectiveness of the Investment Management Governance Program related to the Fiduciary activities across Wealth Management to include the oversight of City National Rochdale as the Bank's Sub-Advisor, Third Party Managers and the administrative activities performed by CN Trust & Estates, the Wealth Services team and RBC Delaware Trust. Act as the Alternate Chair of the five Fiduciary Management Committees and assist the Fiduciary Management Committee Secretary in the preparation of the monthly meetings. Working with the impacted LOBs, implement new Fiduciary Policies and new or amended regulations specifically related to 12 CFR 9. Participate as a member of the working group on new strategic initiatives impacting Wealth Management that affect the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Work collaboratively with 2nd and 3rd line colleagues and the 1st BCO team to establish effective procedures that align with policy and key controls. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues. Contribute to the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Fiduciary activities. Design and implement reporting associated with RNDIP and Fiduciary activities to appropriate governance committees. Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Serve on the CNB Product Review Committee alternate for the IMGO Business Officer, and review new products for applicability to Fiduciary programs. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Direct and participate in special projects as necessary. Cultivate and grow risk talent within the organization through coaching, mentoring, and occasionally assisting with review of applicable training. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent Minimum 10 years within or related to financial services Additional Qualifications Preferred Certified Fiduciary and Investment Risk Specialist (CFIRS) MBA or other advanced degree preferred 10 years in a role requiring complex problem solving Fiduciary experience and understanding of the key tenants of Reg 9 preferred Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), work well in cross-functional teams Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $141,830 - $263,408 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-DN1 #CA-DN1
$141.8k-263.4k yearly 16h ago
Lockbox Remittance Specialist
Busey Bank 4.5
Glenview, IL job
The Lockbox Remittance Specialist handles the servicing of all lockbox clients. You would be expected to maintain a high level of production and accuracy while preparing customers mailed in paper checks for deposit. Duties & Responsibilities Payment Preparations and Processing Sort incoming mail into correct customer bin. Prepare batches of work by removing payments and forms from envelopes Process all lockbox deposits from direct and indirect customers. Quality Assurance Processing Measures Follow standard operating procedures and customer specific instructions through data entry. Verifying checks through customer specific instructions for processing Balance/reconcile electronic and paper documentation. Analyze information to determine accuracy and completeness of work. Conduct non-routine research. Operate high-speed imaging/ extraction Opex equipment. Re-associate check images to corresponding material while validating quality of images. Maintain HIPAA and confidentiality of customer account information; follow established policies and procedures as related to internal audits and security. Team Support: Lend help to immediate team/team members, as needed. Education & Experience Knowledge of: Strong oral and written communication skills Excellent organizational skills Keen sense of quality control and practices Attention to detail and focus on meeting deadlines. Ability to: Analyze and comprehend client's standard operating procedures and instructions Complete multiple manual tasks per transaction and/or client with precision Ability to sit, stand, and walk for long periods of time Be a team player and maintain a positive attitude at all times Make judgment calls regarding routine duties but refer non-routine situations to a supervisor and/or manager Benefits and Compensation Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $18-$20/hour) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
$18-20 hourly 5d ago
Enterprise Events Manager - Exec Experiences & Growth
Norwest Venture 3.3
San Francisco, CA job
A leading tech company in San Francisco is seeking an Events Manager to plan, execute, and manage enterprise-focused events. You will work closely with Sales and Marketing to ensure high-quality event experiences for senior stakeholders. The ideal candidate should have over 5 years of B2B events management experience in a high-growth environment and be adept in logistics and vendor negotiations. This role includes travel (40-50%) and offers a competitive Total Rewards package, including unlimited PTO and a lucrative bonus plan. #J-18808-Ljbffr
$92k-123k yearly est. 2d ago
Head of Sales, NA - SaaS GTM & Growth Leader
Antler 3.7
San Francisco, CA job
A tech company is seeking a Head of Sales (North America) to build and lead their sales motion in the US. You will own revenue targets, coach Account Executives, and shape the systems necessary for success. Ideal candidates have experience leading SaaS sales teams, building go-to-market strategies, and navigating fast-paced environments. This role offers an opportunity to significantly impact the company's growth in the North American market, focusing on both startups and large enterprises. #J-18808-Ljbffr
$140k-214k yearly est. 3d ago
CRA Administration Officer
Cathay Bank-Headquarters 4.4
El Monte, CA job
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Responsible for the creation of in-depth analyses of bank CRA performance, including recommendations on how to improve performance - lending, investments, and services. Acts as a backup for other department positions when others are out of the office. Represents the Bank at various community events and fundraisers, acts as a champion for the CRA team at internal meetings and/or events. Assist with participating in CRA service activities and other assignments that contribute to the implementation and maintenance of an effective CRA Compliance Program for the Bank. ESSENTIAL FUNCTIONS Acts as a backup for other department positions when others are out of the office (Analysts and Assistant Manager) when needed. Perform secondary reviews and ensure accuracy of CRA data as necessary for the three CRA performance tests. Ensure that all department policies and procedures are updated in a timely manner. Represent the Bank and CRA team at various community events and bank sponsored events. Along with the SVP, Director of Community Development, be actively involved in the annual Risk Control Self-Assessment. Monitor reports and prepare quarterly performance analysis, annual self-assessment, strategic plan, and annual loan goals. This documentation will be presented by the SVP, Director of Community Development at the Risk & Compliance Committee, Enterprise Risk Management and Internal Control Committee meetings. Coordinate the preparation and distribution of meeting materials for the Community Advisory Committee meetings. Prepare and distribute meeting minutes for these meetings as well as be a regular attendee at these meetings. Take a very active role in the implementation of various special projects that will positively impact the CRA program, such as the Dodd Frank Section 1071, and changes to CRA regulations. Perform other special projects, as assigned by the SVP, Director of Community Development to include but not limited to the declined small business loan referral program and Supplier Diversity. Maintain current information for the Intranet, Public File, Bulletin, forms and charts. Assist with CRA activity performance tracking in other areas as needed. Complete assigned training courses in a timely manner. QUALIFICATIONS Education: Bachelor's degree is preferable in Business, Accounting, or Finance. Experience: Minimum of three years of banking experience. Some working knowledge of accounting or loan underwriting. CRA knowledge is a plus. Knowledge of CRA software and SharePoint preferred. Skills/Ability: Strong computer skills; proficient with Microsoft Office products. Takes initiative, works independently with minimal supervision, and consistently meets deliverable dates. Professional, able to effectively interact with all levels of the Bank as well as with external partners. Good organization and analytical skills. Excellent verbal and written communication skills. Highly organized, results-oriented with strong attention to detail and good follow-through skills. Enthusiastic and self-motivated. Willingness to work overtime occasionally to accomplish and meet deadlines, and to attend CRA activities. Ability to work offsite to perform service hours and attend CRA activities. OTHER DETAILS $33.65 - $48.08 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$33.7-48.1 hourly 5d ago
Investment Banker - Pharma/BioTech - Vice President
Jpmorgan Chase & Co 4.8
San Francisco, CA job
Job Information Job Identification 210562876 Job Category Client Management Business Unit Corporate & Investment Bank Posting Date 11/05/2024, 10:38 PM Job Schedule Full time Job Description We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and #J-18808-Ljbffr
$155k-236k yearly est. 3d ago
Strategic CFO for Nonprofit - Finance & Operations Leader
Kentucky Society of Association Executives Inc. 3.5
Oak Brook, IL job
A nonprofit organization based in Oak Brook seeks an Assistant Executive Director for Finance and Administration to lead its financial operations and strategy. This role will require a strong financial leader with extensive experience in budget management, risk management, and human resource oversight. Ideal candidates will have a Bachelor's degree in finance or a related field, with an MBA or CPA being strongly preferred. The organization offers a hybrid work environment, competitive compensation, and a supportive workplace focused on member impact. #J-18808-Ljbffr
$123k-219k yearly est. 1d ago
Enterprise Digital Banking Product Manager
Busey Bank 4.5
Champaign, IL job
The Enterprise Digital Banking Product Manager leads the development, implementations, enhancements and maintenance of the overall product lines and acts as the subject matter expert (SME) for Enterprise Digital Banking. The role champions user experience, revenue optimization, operational efficiency, and risk management while ensuring the platform evolves in sync with market trends and regulatory expectations. This role collaborates with multiple business units including Business Systems Support, Consumer Digital Banking, Risk and Controls, Marketing, Sales, Services and Support, Payments and Processing, and Technology teams to design and execute go-to-market strategies, ensuring product continuity and alignment with organizational objectives. Duties & Responsibilities Manage all aspects of product line development, new product launch and product changes, including product configuration, testing, development of procedures and training. Identify gaps and recommend new or existing product changes and enhancements that improve market position, client experience, quality, efficiencies, and expense management. Prioritize initiatives for Enterprise Digital Banking through data-driven business cases, user value, risk considerations, and operational impacts. Lead efforts around market research and client engagement to ensure products and services are aligned with bank strategies. Lead persona and journey development to capture motivations and pain points across segments, ensuring experiences resonate with first-time digital users through advanced treasury operators. Operate and partner across the organization as a Product Manager within Agile, Scrum, Kanban, SAFe, or hybrid delivery environment. Collaborate with other Product team members to maintain Product Roadmap initiatives and prioritization. Partner with peers, including Sales, Marketing, Operations, Product, IT, and Support. Partner with teams to ensure digital capabilities comply with regulatory requirements such as ADA, UDAAP, Reg E, Reg Z, AML expectations and fraud-mitigation best practices. Collaborate with technology teams to translate business requirements into technical specifications, ensuring smooth implementation of product features. Identify product issues and work with internal partners and/or vendors to identify root cause and timely resolution. Create project proposals and business cases for new and existing products. Monitor core vendor driven changes, measure and manage impact as well as communicate changes appropriately. Work closely with technology partners and digital platform vendors to deliver high-quality functionality that enhances daily operations for consumers, small businesses, and treasury clients. Consult with market leaders on project strategy, direction, quantitative measures, and changes. Track, report, and communicate key project milestones and recommend adjustments as needed for on time and on budget completion of product implementations and enhancements. Manage assigned products; address any issues and mitigate product risks. Manage products to accommodate organization priorities based on business need, resource capacity, risk and cost. Own assigned products and work with market leaders and/or vendors to ensure resolution to any challenges and resolve any conflicts. Analyze and interpret product related data; communicate data to influence business decisions and actions; drive product adoption across multiple business lines. Lead changes, including product configuration, testing, development of procedures and training. Collaborate with technology teams to translate business requirements into technical specifications, ensuring smooth implementation of product features. Partner with peers, including Sales, Marketing, Operations, Product, IT, and Support. Understand the profitability of the products and their associated costs; promote products to markets and help clients understand the value add. Identify and create internal and external client communication pertaining to product and service announcements. Education & Experience Knowledge of: Proficient technical skills Microsoft Office (Word, Excel, PowerPoint, Teams, Outlook). Familiarity of Smartsheet and Visio is a plus. Extensive knowledge of bank products and systems, including regulatory and legal requirements. Agile product management and delivery discipline. Working knowledge of Jack Henry core processing and related systems is preferred. Exceptional communication, analytical thinking, and prioritization skills are required. Ability to: Attend industry conferences, remain current on new industry product offerings and create and present pertinent information to markets. Education and Training: Five years of product management experience preferred. Three years of Q2 Digital Banking experience required. Product Management Certification (PMC) is preferred. Bachelor's degree or equivalent combination of education and/or work experience, preferably in a financial institution. Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $85,000 - $115,000 annual) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit BuseyTotal Rewardsfor more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. VisitBusey.com/Careersto learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
$85k-115k yearly 3d ago
Entry Level - Associate Member Relationship Specialist (Part Time Teller 1 - Rancho Cucamonga)
Arrowhead Credit Union 3.6
Rancho Cucamonga, CA job
Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Actively participates in meeting the goals of the department and the Credit Union. Provides excellent service by using a positive and professio Relationship Specialist, Teller, Associate, Part Time, Relationship, Entry Level, Banking, Business Services
$35k-47k yearly est. 2d ago
Analyst/Associate Consultant
Energy & Environmental Investments 3.7
Energy & Environmental Investments job in Boston, MA
Why You Should Join the E3 Team When you join the E3 team, you will be working on some of the most important energy issues with some of the top minds in the electricity industry. We help shape energy and climate policy, play vital roles in regulatory proceedings, advise executives, and inform investment and planning selections. At E3, you will be challenged and inspired. Who We Are Founded in 1989, Energy + Environmental Economics (E3) is a fast-growing energy consulting firm that helps utilities, regulators, policy makers, developers, and investors make the most educated strategic decisions possible as they implement new public policies, deploy and develop new technologies, and address customers' shifting expectations. We have offices in San Francisco, New York City, Boston, Denver, and Calgary. Because E3 works with customers from all sectors of the electricity industry, we provide a 360-degree knowledge of markets, planning, policy, regulation, and environmental factors. Just as important, we are driven to deliver clear, unbiased evaluations that help customers make informed decisions. E3 works on high-profile, high-impact projects in jurisdictions that spearhead the implementation of clean energy policy. In California, Hawaii, and New York, we are advising state agencies and regulators about how to implement clean energy policies with an emphasis on customer incentives and markets. About You We look for people who combine strong analytical dexterity and/or policy experience with integrity with a commitment to the clean energy transition. Our Analysts - Associate Consultants love to examine, research, and offer creative solutions to some of the most elaborate and important energy issues. We are seeking qualified candidates who bring curiosity, thrive in a rigorous and quantitative solution-finding environment, take a proactive approach to assist the team, and are practiced at clearly presenting information to a variety of stakeholders. Successful applicants will also have proven organizational techniques that help you create and actualize work plans that are efficient while delivering an elevated level of guidance to serve our customers. Things that set you apart: - A strong academic record and prior experience specifically addressing renewable energy and climate change issues are desired. - You believe it is essential to achieve a transition to a low-carbon economy and love thinking about the future of energy. - You work collaboratively and help each member of your team to do their optimum work, aware that each brings different experiences, techniques, and qualifications to the table. - You enjoy translating technical concepts to a broader audience. - You take ownership of your work, actively seeking out answers to questions and enjoy finding creative solutions to issues you encounter. The Work The Analyst - Associate Consultant is a vital contributor to our team. Any team member may play a significant role in a project, and recent graduates work alongside senior partners. The position conducts research and evaluation to aid the delivery of customer work under the direction of senior-level team members. You will have the opportunity to immediately assist project work to inform customer strategies by contributing to in-house forecasting models, quantifying various market strategies, studying market portfolios and stakeholder needs, benchmarking industry standards, and developing policy and market overviews. Practice Areas We're highly collaborative, but everyone is encouraged to pursue their own practice areas of interest. At E3, our Practice Areas include: - Climate Pathways and Electrification- Asset Valuation, Transmission, and Markets- Integrated System Planning During the application process, you will have a chance to highlight your initial Practice Area of interest. If you are unsure which is the right choice, or they all sound of interest, that is all right. Based on your qualifications, experiences, and interests, we will work with you throughout the hiring process to figure out what Practice Area is most suitable. General- Hours: Full Time- Type: Exempt or Non-Exempt (depends on level of work experience)- Practice Area: Open - Travel: 0-5%- Office Location: San Francisco, Boston, New York, or CalgaryTypical Responsibilities Assist the delivery of customer work through modeling, developing presentations, writing, and preparing reports and papers, and helping with additional customer requests Conduct independent research using your ingenuity and curiosity to make reasonable assumptions and produce appropriate solutions, at times with incomplete information. This may include country-level energy market research, delving into standards documents to find specific references or proof points, as well as research on complicated topics such as regulatory proceedings. Translate results of research, reports, and insights into clear visual representations Aid project heads in the creation or editing of spreadsheets to be "client-ready,” including developing tools for stakeholder products Simple modifications to existing tools and models Proactively track actual performance of own work performed against the established plan, with ongoing communication with the Director or Manager Capture project learnings and repeatable products and work samples for future use according to knowledge management processes Assist with internal initiatives as needed Requirements Bachelor's degree or higher with a strong academic record in engineering, economics, computer science, public policy, or related field 0-2 years of prior experience desired specifically addressing energy and climate change issues and/or demonstrated academic related project work Hands-on experience, academic project work, or extensive knowledge base related to one of our Practice Areas: - Climate Pathways and Electrification, Asset Valuation, Transmission, and Markets, and Integrated System Planning For candidates interested in our Asset Valuation, Transmission, and Markets Practice Area, demonstrated experience with or extensive knowledge of project or corporate finance in the energy sector You work collaboratively and assist each member of your team to do their greatest work, aware that each brings different experiences to the table High fluency in Microsoft Excel and PowerPoint; programming experience in Python is also valued Desire to work in a dynamic office environment with other staff Work Environment Hybrid and flexible work environment that adapts to changing needs of projects. E3 thrives in a strong collaborative office-based working environment but has also adapted to the safety requirements of our employees. Must be able to work for extended hours in front of a computer screen and conduct meetings on the telephone and virtually. E3's Commitment to You E3 provides abundant opportunities for professional growth and invests significantly in employee development. Right from the start, our team works hard to provide you with a customized multi-week onboarding experience where you will meet with colleagues, Partners, and your own mentor. Every September, all new hires attend E3's proprietary internally developed 22-course training program which broadens your foundational industry-specific knowledge as well as develops those skills essential to being a great consultant. E3 also provides every employee with an annual professional development stipend, opportunities to attend conferences, and personalized career development at every stage of your employment. In addition, E3 offers employees a broad, best-in-class range of benefits and supportive perks to support you both personally and professionally. Some benefits include: - Base and bonus commensurate with experience and performance- Exceptional benefits such as medical, dental, and vision insurance plans- 401(k) with corporate match- Flexible Paid Time Off plus standard company holidays- Short-term and long-term disability- Group life insurance- Health Savings Accounts and Flexible Spending Arrangements - Fitness and wellness corporate discounts- Professional Development annual stipend Hiring Process and Timeline Finding new team members that are a good fit is important to us, so we spend significant time in our recruiting process evaluating candidates. Qualified candidates can expect a phone interview, to engage in a technical exercise and associated interview, and a final set of interviews. Our process takes around 6-8 weeks to complete. E3 is seeking to hire Analysts - Associate Consultants throughout the year and are prepared to make offers to candidates months in advance of their start date. EEO Non-Discrimination and ADA Reasonable Accommodation Statement Applicants are considered for all positions without regard to race, color, creed, religion, age, national origin, alienage or citizenship status, gender, sexual orientation, gender identity, marital or partnership status, disability, military status, veteran status, pregnancy or predisposing genetic characteristics. Willdan does not discriminate on the basis of physical or mental disability where the essential functions of the job can be reasonably accommodated. Determinations on requests for reasonable accommodation will be made on a case-by-case basis. If you need reasonable accommodation for any part of the application and hiring process, please notify us. Willdan Group Inc. participates in E-Verify
$74k-100k yearly est. Auto-Apply 60d+ ago

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