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Requirements Manager jobs at Hutchinson and Bloodgood

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  • Manager

    Hutchinson & Bloodgood LLP 3.7company rating

    Requirements manager job at Hutchinson and Bloodgood

    Are you interested in becoming a valued member of a remarkable team and firm? A place where your talents can shine as you assist clients in improving their financial, tax, and business aspects? Are you seeking a collaborative, innovative, and fulfilling work environment where your contributions are recognized and rewarded? Look no further! With over 100 years in the industry, our firm serves clients locally and globally. Our expertise extends across a wide array of industries, ensuring that we can cater to the unique needs of clients from diverse sectors. Join our team and experience a collaborative and enriching work environment. With an emphasis on continuous technical training and the development of essential skills, we prioritize your success by providing the tools and resources needed to thrive in the world of public accounting! Remote work possible The Manager role requires managerial expertise, strategic leadership capabilities, the commitment to contribute to the long-term growth and development of the Firm, and the passion to provide professional and business advisory services. Essential Functions Maintains a broad knowledge of accounting, financial, and business management. Maintains a thorough understanding of the client's business and oversees all aspects of the engagement. Exhibits the ability to prepare complex client correspondence and other communications (including recommendations, technical issues, proposals, articles, etc). Assumes leadership role in developing and mentoring staff. Recognizes problems, assesses alternatives, and recommends solutions. Develops a high level of expertise in one or more specialized areas/industries, but is still able to perform effectively in many areas (including tax compliance). Develops/implements action plans and identifies resources needed. Effectively and appropriately delegates assignments to promote an environment of mentoring and team work. Achieves specific goals set forth annually for new business development and revenue growth. Proactively involved in the recruitment of new and experience associates. Position Qualifications CPA required Bachelor's degree in Accounting or related field (MBA a plus) Minimum of 6+ years in Public Accounting High level of technical proficiency Ability to direct and control engagement from planning to successful completion Effective at retaining Firm clients and display attributes of an 'Ambassador' for the Firm Demonstrates awareness of current business developments and the ability to determine the impact to a client's business The compensation for this position ranges from $80,000 - $100,000. Actual compensation will be dependent upon the individual's qualifications, experience, skills, licensure, and certifications.
    $80k-100k yearly Auto-Apply 60d+ ago
  • IDN Manager

    Danaher 4.6company rating

    Los Angeles, CA jobs

    Bring more to life. Are you ready to accelerate your potential and make a real difference within life sciences, diagnostics and biotechnology? At Radiometer, one of Danaher's 15+ operating companies, our work saves lives-and we're all united by a shared commitment to innovate for tangible impact. You'll thrive in a culture of belonging where you and your unique viewpoint matter. And by harnessing Danaher's system of continuous improvement, you help turn ideas into impact - innovating at the speed of life. At Radiometer, life comes first. Our vision is to improve global healthcare with reliable, fast, and easy patient diagnoses. As a global leader and pioneer in acute care diagnostics for over 70 years, we streamline diagnostic workflows, empowering healthcare professionals to focus on what truly matters-caring for critically ill patients. Here, you'll find a place to grow and make a real impact with your unique perspective, driving us forward in improving patient care. Learn about the Danaher Business System which makes everything possible. The IDN Manager is responsible for the sale of Radiometer's products and services to Integrated Delivery Networks. The IDN Manager is responsible for creating and executing a targeted IDN plan to deliver year over year installed base and core growth directed by annual performance objectives and quota. This position reports to the Director of National Accounts and is part of the North America sales team located in West and will be working remotely to cover CA, WA, OR, AZ, NM, UT, WY, etc. In this role, you will have the opportunity to: Develop relationships with key financial, clinical and operational Sr. Leaders throughout the Health System (i/e Lab Directors, VP's, Committee Members, Procurement, Medical Directors, C-Suite, etc.) Has the ability to dissect customer problems and provide outcome driven solutions to meet system needs. Build and lead the strategic YOY business plan within each Health System incorporating key value drivers for both the customer as well as Radiometer which will drive YOY revenue growth and sustained partnerships. Utilize Danaher Business System and Sales Standard Work tools to lead sales campaigns with the local regional teams, ensuring that each member of the team understands the needs of the whole IDN and how their actions tie into the bigger customer partnership. Provides a high-level view of all activities going on within individual accounts to ensure that the customer is provided with high quality and consistent service. Course correct and escalate to leadership when needed. Partner with Regional Sales Managers to ensure alignment between local teams and overall, Health System. Provide indirect coaching/mentoring and leadership to sales reps both formally and informally. The essential requirements of the job include: Bachelor's degree required, Master's degree preferred 5+ years of relevant sales and/or sales management experience with large accounts Experience developing VP and C-level relationships Strong communication and presentation skills; demonstrated ability to clearly, concisely and accurately conduct executive level presentations. Travel, Motor Vehicle Record & Physical/Environment Requirements: 60% travel or greater including overnight travel Must have a valid driver's license with an acceptable driving record It would be a plus if you also possess previous experience in: Capital equipment sales Hospital operating financials and healthcare economics Radiometer, a Danaher operating company, offers a broad array of comprehensive, competitive benefit programs that add value to our lives. Whether it's a health care program or paid time off, our programs contribute to life beyond the job. Check out our benefits at Danaher Benefits Info. At Radiometer, we believe in designing a better, more sustainable workforce. We recognize the benefits of flexible, remote working arrangements for eligible roles and are committed to providing enriching careers, no matter the work arrangement. This position is eligible for a remote work arrangement in which you can work remotely from your home. Additional information about this remote work arrangement will be provided by your interview team. Explore the flexibility and challenge that working for Radiometer can provide. The salary range for this role is $140,000 - $160,000 . This is the range that we in good faith believe is the range of possible compensation for this role at the time of this posting. This range may be modified in the future. This job is also eligible for bonus/incentive pay. We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance and 401(k) to eligible employees. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. #LI-BW1 Join our winning team today. Together, we'll accelerate the real-life impact of tomorrow's science and technology. We partner with customers across the globe to help them solve their most complex challenges, architecting solutions that bring the power of science to life. For more information, visit **************** Danaher Corporation and all Danaher Companies are committed to equal opportunity regardless of race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity, or other characteristics protected by law. The U.S. EEO posters are available here. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact:************** or applyassistance@danaher.com.
    $140k-160k yearly Auto-Apply 60d+ ago
  • Manager, Fraud Investigations - Crypto

    Sofi 4.5company rating

    San Francisco, CA jobs

    Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role We are seeking a talented and self-motivated Manager to assist in leading our Fraud Investigations team. This Manager will work closely with other fraud leadership to facilitate operational excellence. The Fraud Investigations Manager will lead a team of investigators in the detection and mitigation of fraud, financial crime, and other illicit activities involving cryptocurrency and digital assets. This role is crucial for safeguarding the company's financial ecosystem. The ideal candidate is a strategic and critical thinker with a proven track record of managing complex investigations, leveraging blockchain analytics, and leading high-performing teams in a fast-paced, dynamic environment. What you'll do: * Manage a team Investigators to ensure determinations are appropriate, fully supported, and clearly documented, for fraud cases * Provides ongoing mentoring, coaching, and counseling to Investigators to drive production and quality goal achievement * Work closely with Investigators to identify training needs, performance gaps, project process improvement, and provide recommendations to leadership * Collaborate with Senior Management related to ongoing projects to further enhance process improvements * Lead and coach Fraud Investigators on productivity while driving accountability and efficacy * Develop and implement SOPs for new processes What you'll need: * 5-8 years of fraud leadership experience * Ability to implement and iterate on Fraud Investigation SOPs, identify and incorporate automation tools to enhance Investigators efficacy and efficiency, and drive accountability * Subject matter expert for Fraud Prevention and Investigation specifically for cryptocurrency * Demonstrate ability to lead several teams * Knowledge of banking compliance trends, rules, and regulations * Excellent organizational skills * Excellent written and verbal communication and presentation skills * Analytical and problem-solving skills Nice to Haves: * Experience in managing multiple fraud teams * A CFE or similar industry designation Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Pay range: $99,200.00 - $186,000.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
    $99.2k-186k yearly Auto-Apply 47d ago
  • Manager

    Citrin Cooperman Advisors LLC 4.7company rating

    Los Angeles, CA jobs

    Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,400 employees in 21 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you ! We are looking for a Tax Manager to join our West Los Angeles office. As a Tax Manager, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals. Responsibilities: Assume full responsibility for all assigned partnership and other tax engagements Detailed understanding of FIN 48 principles Provide effective consulting, planning and compliance for your clients Oversee and manage the day to day needs of your clients and tax return process including identification and resolution of tax issues Perform tax research to resolve issues Maintain strong relationships with a highly proactive approach to serving clients Coordinates with Partner to ensure timeliness and effective communication for proper planning of project Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax practice Maintaining knowledge of new tax issues and general business trends that affect the client Qualifications: Bachelor's degree in accounting required, Masters in Taxation is preferred, CPA required 10 years public accounting experience 5-6 years of solid review experience Strong understanding of hedge funds, partnership taxation, and aggregate allocation methodology Strong understanding of foreign tax issues effecting domestic based partnerships Strong understanding of US tax issues affecting foreign partnerships and foreign partners invested in domestic based partnerships; FIN 48 Excellent verbal, written, and research skills What we offer: Competitive Base Salary and annual performance-based bonuses Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives Employer contribution to Life Insurance, and 401(k) plan Generous Paid Time off, including Summer Fridays and Employee Sabbatical opportunity (Ask us about it!) Customized learning and development opportunities and continuing professional education both in-house and virtually Hybrid, flex, and remote work opportunities available Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution About Citrin Cooperman Citrin Cooperman is one of the nation's largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 200 partners and over 1500 employees across the U.S. This will further cement our mission to be the go-to regional and national professional services firm of choice that middle-market clients can depend on for the core assurance, tax, and strategic business consulting and advisory services that will bring value, enhancing their business and personal aspirations. For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law. For positions in California, the salary range is $130,000 -- $220,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.
    $130k-220k yearly Auto-Apply 60d+ ago
  • Syndications Manager

    City National Bank 4.9company rating

    Los Angeles, CA jobs

    WHAT IS THE OPPORTUNITY? This opportunity is for a mid-level, execution role. On sell-side loan syndications team primarily responsible for structuring and executing leveraged finance, middle market corporate, commercial, real estate and franchise transactions.The Syndications group at City National Bank resides within the Capital Markets division and focuses on lead-agented, active book runner roles. The group works with relationship management teams to ensure the marketability of transactions, primarily structure and pricing. Members of the syndicate team maintain an active dialogue with the market provide current updates to both internal and external clients, and support pitching activities in pursuit of new financing opportunities. Structure and pricing guidance is regularly supported by an analysis of comparable financings and market sounding. The group is further responsible for developing a syndication strategy in support of the credit approval process. Additionally, the group is responsible for the preparation of marketing material such as Confidential Information Memoranda ("CIM"), lender presentations, term sheets, and mandate letters. These documents which provide an overview of the company, the proposed facilities and the investment considerations are used by potential lenders/investors to analyze the credit and seek their internal approvals to commit to the financing. The group also maintains administrative agent responsibilities on a post-closing basis. WHAT WILL YOU DO? * Help determine optimal capital structure for client and jointly pitch proper debt solutions and other ancillary banking and capital markets products. * Coverage units may include Structured Finance, Franchise Finance, Mortgage Warehouse, Entertainment, Middle Market and Real Estate. Expertise in two or more of these areas is strongly preferred. * Successfully negotiate, structure, and arrange CNB-Agented, multi-bank, revolving credit and term loan facilities that reflect market pricing, covenants, and other terms and conditions. * Stay apprised of market conditions and trends for various coverage units. Provide market feedback and advisory services on transaction structure and pricing to coverage units, credit, and other internal parties. * Provide periodic market updates to clients, Relationship Managers, and credit. In addition, conduct specific market testing for prospect transactions prior to launch to accurately assess syndication risk for credit. * Prepare and present syndications materials such as confidential offering memorandums, term sheets, lender presentations, financial models, and other marketing materials on behalf of clients. * Be prepared to arrange bank meetings and conference calls with potential lenders and present materials/transaction details. * Work with clients to select lenders for the bank group and determine commitment allocations. * Negotiate and review legal documentation such as credit agreements and other ancillary documents with clients (and eventually participating lenders). * Ensure that documentation reflects agreed upon terms and includes market provisions, including adequate agency and other protections for the Bank. * Act as primary liaison between client and potential lenders during the syndication process and post-closing in an Agency capacity. * Assist Relationship Managers in the preparation and presentation of internal concept memos credit memorandums for syndicated transactions. * Be prepared to opine on liquidity/salability of transactions, underwriting risks, etc. in credit committee. * Build and maintain a strong network of prospective syndicate banks, including local and regional banks, and bank loan syndications trading partners. * Work with Relationship Managers and Underwriters to continue ongoing portfolio management of Agented transactions, including maintaining ongoing Administrative Agency functions such as maintaining data sites, ensuring timely financial reporting, responding to lender information requests/questions, executing of amendments and waivers, organizing annual lender meetings/calls, etc. (i.e. Agency Services). * Assist Group Head with internal matters related to the implementation of the group, including but not limited to, the amendment credit policy, creating of operational procedures, correspondence with accounting and finance, vendor management, recruiting/staffing, etc. * Other responsibilities as required by Group Head or by Head of Capital Markets. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 6 years banking experience * Minimum 2 years' experience on sell-side in capital markets *Additional Qualifications* * MBA preferred * Credit training preferred * Prior commercial or investment banking experience preferred * Must possess excellent verbal, written, and presentation skills * Competent with technology * Proficient in Microsoft Office * Ability to work both independently and as part of a deal team * High degree of maturity and integrity with a positive and hardworking attitude * Attention to detail *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $127,626 - $237,014 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 ********************************* 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 ********************************** *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-JR1 \#CR-JR
    $127.6k-237k yearly 56d ago
  • FP&A Manager

    Dodge & Cox 4.9company rating

    San Francisco, CA jobs

    Dodge & Cox is seeking an experienced FP&A Manager to join the Finance team. The FP&A Manager will report to the CFO and play a key advisory role supporting business decision making at a senior level, highlighting key financial issues and risks to be considered. The FP&A Manager's responsibilities are financial support for strategic planning; develop future financial forecasts, provide reporting and control of the income statement, cash flow and capital management; Develop scenario analysis to support decision making; The FP&A Manager will deputize for the CFO when required. Financial and business strategy Support and model the financial aspects of the three-year business plan and financial strategy, recommending improvements to the plan and monitoring the plan. Provide the Board with relevant and timely KPIs to enable it to assess overall performance against our business plan objectives. Analyze competitor and market financial information to provide insight to assist with decision making. Business performance reporting Produce regular financial reporting and management information to senior management and the Board. Reporting should give a summary of the current business and financial performance, and highlight trends, key actions, and business implications. Ensure that financial reporting is produced in a timely manner, can be reliable upon and has been agreed by key stakeholders. Build strong relationships with internal stakeholders to help ensure the reporting is well informed Forecasting Income, Cash-Flow and Capital Management Develop, implement and maintain an effective planning and analysis capability that will provide senior leadership with appropriate reports to establish goals and understand performance across Dodge & Cox Develop the quarterly financial forecasts to be used by senior management and the Board Use the output of financial models and analysis of trends to support decision making and communicate relevant messages across the business. Ensure the integrity of financial models and projections through implementation of suitable controls, documentation and testing. Project reporting & investment appraisal Coordinate the initiative investment review process for the business; this will include modelling the financial impact of significant business change proposals/plans Aid in the creation and development of ad hoc financial models and analysis to assist and support strategic initiatives and business cases. Examples include modelling out the options for different benefit plans, tax strategies, or tracking spend against original plan for new office locations. Report progress of major initiative investments against the original project plan, highlighting key deviations and decision points to senior management and the Board as the projects progresses. Management and Leadership Proactively contribute to plans and priorities for the Finance department. Interact with (and when necessary be a member of) the senior management. Assist the CFO in respect of reports and presentations to the Board regarding financial issues and developments. Work with the IT department to recommend suitable technology solutions to enhance our financial modelling and analysis capability. To undertake ad hoc duties as agreed with the CFO. Qualifications Dodge & Cox targets candidates with high levels of academic and professional achievement, and leadership ability. Candidates should: Have a four year college degree; excellent academic record Have 10+ years relevant experience within the Investment Management Industry Professional qualification (CFA, ACCA, ACA, CIMA, or equivalent) Experience of working in financial services and investment industry preferable Working at Executive level, and preferably experience at Board level in terms of report writing and presentations Building detailed models and forecasts in a complex environment Excellent interpersonal skills Proactive and positive change agent Excellent analytical skills, with ability to think independently and draw conclusions A team player who can work with stakeholders across the business to achieve objectives. The salary range for this position is $180k - $225k. The listed pay scale denotes only the pay range of the base salary and does not include discretionary bonus compensation, which may make up an important portion of the total remuneration. Dodge & Cox encourages applicants to consider the value of the many competitive benefits it offers, including coverage of 100% of all healthcare premiums for employees and their families and fully funding a retirement plan at 25% of the total compensation to the IRS limit. Dodge & Cox also provides additional benefits such as commuter, health & wellness, backup care, matching gift, employee assistance, and life and disability insurance. The listed pay scale reflects the base salary Dodge & Cox reasonably expects to pay for this position and is not a reflection of the highest and lowest base salary of any current Dodge & Cox employee. Actual base salary will be based on factors such as the candidate's prior relevant experience (including within and external to Dodge & Cox, as applicable), education, skills, and knowledge. The job description above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. It is the Company's policy to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital or domestic partner status, sexual orientation, gender identity or expression, age, ancestry, national origin, disability, or medical condition, as defined in state and federal laws. This policy covers all aspects of employment including, but not limited to, recruitment, selection, training, promotion, transfer, compensation, demotion, and termination. By applying for a position with Dodge & Cox, you acknowledge that you have read our EEO Policy All Dodge & Cox employees must adhere to the Firm's security policies and Code of Ethics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $180k-225k yearly Auto-Apply 60d+ ago
  • GTM Enablement Manager- Payments and SPP

    Bill.com 4.0company rating

    San Jose, CA jobs

    Innovate with purpose At BILL, we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools, we help businesses-from startups to established brands-make smarter decisions and gain control of their operations. And we don't stop there: we're creating the future of financial automation so businesses can spend more time on what matters. Working here means you become part of a vision-driven team that's ready to tackle challenges and build cutting-edge solutions. We value purpose, drive, and curiosity-and we thrive in a fast-paced, ever-changing environment. Whether in one of our offices in San Jose, CA, Draper, UT, or working remotely, BILLders collaborate to deliver real impact for businesses that need more time in their busy weeks. BILL builds high performing teams and we seek to hire the best talent for every role. We're committed to building a workplace that fosters inclusion and diverse perspectives, valuing each person's unique skills and experiences. We'd love to hear from you-you might be just what we're looking for, whether in this role or another. ✨ Let's give businesses more time for what matters. At BILL, we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools, we help businesses-from startups to established brands-make smarter decisions and gain control of their operations. And we don't stop there: we're creating the future of financial automation so businesses can spend more time on what matters. Working here means you become part of a vision-driven team that's ready to tackle challenges and build cutting-edge solutions. We value purpose, drive, and curiosity-and we thrive in a fast-paced, ever-changing environment. Whether in one of our offices in San Jose, CA, Draper, UT, or working remotely, BILLders collaborate to deliver real impact for businesses that need more time in their busy weeks. BILL builds high performing teams and we seek to hire the best talent for every role. We're committed to building a workplace that fosters inclusion and diverse perspectives, valuing each person's unique skills and experiences. We'd love to hear from you-you might be just what we're looking for, whether in this role or another. Job Description: We are looking for a Go To Market Enablement Program Manager to join our team. The Go To Market Enablement Program Manager will be responsible for designing and delivering programming, content, and training that enables our GTM teams to effectively sell, drive adoption, and retain clients who use our Payments solutions with a focus on Supplier Solutions (Enterprise Sales). Responsibilities: Designs and delivers impactful sales learning programs for our Payments solutions with a primary focus on Supplier Solutions (enterprise level sales teams) Facilitates engaging live training sessions in a hybrid or remote environment Creates and maintains Payments collateral in Seismic Creates eLearning courses in Articulate 360 and Docebo LMS Creates customer messaging material to complement Product messaging strategy, such as best practices and talking points for Discovery, Qualification, Pitch, Demo, Objection Handling, and Closing Interactions. Collaborates with Enablement team and cross-functional partners such as Product Marketing, Product Management, Marketing, and Operations on initiative launches and reinforcement Coaches GTM teams on our Sales Methodology and best practices for effective selling techniques Utilizes conversational analytics tools to uncover trends in customer conversations and partners with Revenue Managers to up-level customer interactions Evaluates the impact of their work using the Kirkpatrick Model and provides return & report summaries to relevant stakeholders Supports various Enablement department projects such as Go To Market Kickoff, President's Club, and other GTM-wide initiatives We'd love to chat if you have: Skills: Relationship builder; collaborates effectively with cross-functional teams Agile and flexible; able to pivot quickly and adapt to changing environments Excellent written and verbal communication skills: public speaking, classroom facilitation, storytelling, process documentation, translating technical concepts to non-technical audiences, skillfully using web conference technology and internal messaging tools Ability to prioritize competing requests from multiple stakeholders to maximize business impact 1:1 and small group sales coaching Certified in one or more sales methodologies Strong project management and organizational skills Knowledge of Financial Technology software, major players in the market, and how financial technology improves business operations Demonstrated ability to design creative and effective Sales collateral, including: presentations, one-pagers, infographics, LMS courses, asynchronous video, etc. Sales tool administration: Gong, Articulate, Seismic, Docebo, Outreach, LinkedIn Sales Navigator, Gainsight Preferred: prior closing experience in an Enterprise level Sales role Technology: Articulate / Rise 360 Asana Canva Confluence/Wiki Docebo Gong Google Suite Outreach Salesforce Seismic Slack Zoom Experience: The ideal candidate has a combination of the experience below: 2+ years of experience in Enablement, Learning & Development, or Sales Coaching within the Financial Technology industry or related industry 2+ years of enterprise sales experience Visa Sponsorship: Please note that this position is not eligible for visa sponsorship. Applicants must have authorization to work in the United States without requiring visa sponsorship now or in the future. The estimated salary range for this role is noted below for our San Jose based role. Our ranges for each role and job level are based on a variety of factors including candidate experience, expertise, and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits. San Jose pay range$125,800-$150,900 USD The estimated base salary range for this role is noted below for our office location in Draper, UT. Additionally, this role is eligible to participate in BILL's bonus and equity plan. Our ranges for each role and job level are based on a variety of factors including candidate experience, expertise, and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits. Draper UT pay range$113,200-$135,800 USD Our ranges for each role and job level are based on a variety of factors including candidate experience, expertise, and geographic location and may vary from the amounts listed below. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits. The estimated salary ranges noted below roles in the specific geographic zones Zone 1- San Francisco Bay Area CA (includes HQ), New York City, Seattle, Los Angeles County$125,800-$150,900 USDZone 2- CA (Non San Francisco Bay Area and Los Angeles County), Austin TX, Massachusetts$113,200-$135,800 USDZone 3 -Utah (includes Utah office), Houston TX, Florida, North Carolina$106,900-$128,300 USD What's in it for you? Redefining how businesses automate their work is a fast-paced, exciting, and fun environment. But we also have benefits and perks to ensure the magic isn't only experienced by our customers, but by our employees as well. Here is a preview of some of the amazing benefits here at BILL: 100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP) HSA & FSA accounts Life Insurance, Long & Short-term disability coverage Employee Assistance Program (EAP) 11+ Observed holidays and wellness days and flexible time off Employee Stock Purchase Program with employee discounts Wellness & Fitness initiatives Employee recognition and referral programs And much more Don't believe us? Check out our culture, benefits, and teams on our career site, LinkedIn Life, or YouTube pages. BILL is an Equal Opportunity Employer. We believe our best ideas come from the unique stories, perspectives, and experiences of our team members. We welcome people of all backgrounds, abilities, and identities to bring their authentic selves and contribute to our culture. We are committed to a transparent, inclusive hiring process that reflects our values. If you need accommodations at any stage, please contact interviewaccommodations@hq.bill.com. Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants.
    $125.8k-150.9k yearly Auto-Apply 9d ago
  • Manager

    CFGI 4.2company rating

    San Diego, CA jobs

    Manager - Accounting AdvisoryManagers at CFGI work closely with senior management of Fortune 500, mid-cap, and start-up companies. CFGI Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing client relationships, and business development. Take ownership of your career at CFGI: · Gain exposure to a wide range of industries and/or projects. · Make a true business impact with your clients. · Own projects from start to finish. · Experience client interaction and thrive in a client-facing role. · Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm. · Enjoy the flexibility of office/remote/client site work locations (engagement specific). · Create your own path. · Enjoy what you do! What you might expect:· Integration with client's senior management to solve complex accounting issues and for preparation of proposed resolutions. · Review of work prepared by consultants on operational due diligence for complex transactions (i. e. - acquisitions and divestitures, stock offerings, debt raises, IPO's). · Review of consultants' deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i. e. - 10K's, 10Q's, S-1 and S-4 filings, audit coordination). · Research and documentation projects related to new ASC accounting standards. · Process improvement projects and implementation of changes. · Lead and mentor consultants, acting as a role model, and providing creative solutions that enhance the consultant's overall experience. · Participate in the firm's recruiting efforts, client relationship building, and business development efforts. Who you are:· An undergraduate degree in Accounting - CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting. · Five to seven years of experience in public accounting and/or industry accounting/finance. · Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams. · Strong technical skills and a working knowledge of U. S. GAAP and SEC reporting. · Proactive in identifying client needs and effective in building a strong relationship with clients. · Highly organized and focused and demonstrates ability to set overall engagement expectations and direction. · Effective analytical and critical thinking abilities. · Entrepreneurial nature, self-motivated, ethical, and dependable. · High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts. CFGI is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual's skills, experiences, and qualifications. The good-faith estimated base salary range for this position is: $125,000 - $150,000. In addition to the base compensation, CFGI offers a competitive benefits package and various bonus programs and incentives, based upon an individual's level and overall work performance. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $125k-150k yearly Auto-Apply 60d+ ago
  • Turnaround Manager

    Gce Operating Company LLC 3.5company rating

    Bakersfield, CA jobs

    The Turnaround Manager plans, executes, and controls large-scale refinery maintenance shutdowns to ensure safety, schedule adherence, budget compliance, and quality. They lead a cross-functional team to develop the work scope, budget, and execution plan, manage contractors, and ensure all work is performed safely and efficiently to minimize downtime and meet performance metrics. Essential Functions: Develop the overall turnaround strategy, including the work scope, safety plans, and schedule. Integrate capital project scope into the overall planned maintenance outage. Lead a core team of planners, supervisors, and contractors, and manage individual and team performance. Ensure all activities comply with health, safety, environmental (HSE) goals and process safety management (PSM) procedures. Oversee the overall budget, manage costs, and provide accurate financial reporting throughout the turnaround. Coordinate all aspects of the turnaround, including labor, materials, and contractor selection. Establish performance metrics and objectives, and monitor performance against them. Develop KPIs for TA performance tracking and reporting, making adjustments based on leading & lagging indicators. Champion continuous improvement by implementing lessons learned and improving existing work processes. Required Skills/Abilities: Excellent customer service and negotiation skills Excellent verbal and written communication skills Excellent attention to detail Excellent time management skills with a proven ability to meet deadlines Strong analytical and problem-solving skills Strong supervisory and leadership skills Ability to prioritize tasks and to delegate them when appropriate Ability to function well in a high-paced and at times stressful environment Proficient with Microsoft Office Suite or related software Ability to prioritize multiple tasks under pressure Supervisory Responsibilities: Recruits, interviews, hires, and trains new staff Oversees the daily workflow of the department Provides constructive and timely performance evaluations Handles discipline and termination of employees in accordance with company policy Education and Experience: A high school diploma or GED is the minimum, but a bachelor's degree in a technical or business discipline is often preferred. 10+ years of refining turnaround experience Physical Requirements: Must be able to pass a physical test of pushing, pulling, and lifting a minimum of 50 lbs Physical strength and good hand-eye coordination Prolonged periods of standing and walking Ability to perform repetitive movements over long periods of time Requires frequent reaching, stooping, bending, kneeling, and crouching Requires lifting, positioning, pushing, and/or transferring equipment and materials Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Equal Employment Opportunity Grapevine Operating Company LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
    $103k-160k yearly est. Auto-Apply 59d ago
  • Manager

    CFGI 4.2company rating

    San Francisco, CA jobs

    Manager - Accounting AdvisoryManagers at CFGI work closely with senior management of Fortune 500, mid-cap, and start-up companies. CFGI Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing client relationships, and business development. Take ownership of your career at CFGI: · Gain exposure to a wide range of industries and/or projects. · Make a true business impact with your clients. · Own projects from start to finish. · Experience client interaction and thrive in a client-facing role. · Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm. · Enjoy the flexibility of office/remote/client site work locations (engagement specific). · Create your own path. · Enjoy what you do! What you might expect:· Integration with client's senior management to solve complex accounting issues and for preparation of proposed resolutions. · Review of work prepared by consultants on operational due diligence for complex transactions (i. e. - acquisitions and divestitures, stock offerings, debt raises, IPO's). · Review of consultants' deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i. e. - 10K's, 10Q's, S-1 and S-4 filings, audit coordination). · Research and documentation projects related to new ASC accounting standards. · Process improvement projects and implementation of changes. · Lead and mentor consultants, acting as a role model, and providing creative solutions that enhance the consultant's overall experience. · Participate in the firm's recruiting efforts, client relationship building, and business development efforts. Who you are:· An undergraduate degree in Accounting - CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting. · Five to seven years of experience in public accounting and/or industry accounting/finance. · Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams. · Strong technical skills and a working knowledge of U. S. GAAP and SEC reporting. · Proactive in identifying client needs and effective in building a strong relationship with clients. · Highly organized and focused and demonstrates ability to set overall engagement expectations and direction. · Effective analytical and critical thinking abilities. · Entrepreneurial nature, self-motivated, ethical, and dependable. · High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts. CFGI is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual's skills, experiences, and qualifications. The good-faith estimated base salary range for this position is: $125,000 - $150,000. In addition to the base compensation, CFGI offers a competitive benefits package and various bonus programs and incentives, based upon an individual's level and overall work performance. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $125k-150k yearly Auto-Apply 60d+ ago
  • Valuations Manager

    Prologis 4.9company rating

    San Francisco, CA jobs

    At Prologis, we don't just lead the industry-we define it with a 1.3 billion square foot portfolio and an annual throughput of approximately $3.2 trillion. We create the intelligent infrastructure that powers global commerce, seamlessly connecting the digital and physical worlds. From agile supply chains to energy solutions, our ecosystems help your business move faster, operate smarter and grow sustainably. With unmatched scale, innovation and expertise, Prologis is a category of one-not just shaping the future of logistics but building what comes next. Job Title: Valuations Manager Company: Prologis A day in the life Prologis is seeking a Valuations (appraisal) Manager who has an analytical mindset, a genuine passion for real estate, and is eager to join a culture that embraces change as we work to create the future in logistics real estate. This position will manage the valuation of over 1,200 industrial assets in the Central Region of the Americas and will be a key member of a five-member valuations team based in San Francisco, Chicago, and Atlanta. Key responsibilities include: * Take comprehensive day-to-day responsibility for valuation of a portion of the Prologis US business; lead a team of analysts/associates in that process * Manage a high volume of activity that could exceed $9B in assets, 400 buildings, and 15-20 appraiser relationships * Interface with internal stakeholders to assess building values and track market data, including sales and lease comparables, in several markets across the U.S. * Take lead role in training junior staff on valuation concepts and tools (e.g., Argus Enterprise) * Manage internal databases and information flow using Yardi, Argus, Excel, and Tableau * Communicate quarterly results and key market trends to the CIO, Prologis' private-capital fund investors, and other Prologis stakeholders * Provide underwriting support on occasional corporate projects, possibly to include portfolio acquisitions, dispositions, or re-capitalizations Building blocks for success Required: * 5+ years of relevant appraisal / valuations experience * Demonstrated experience with Argus Enterprise and MS Excel * Ability to travel up to 20% of the time * Strong financial acumen * Strong analytical capabilities Preferred: * Bachelor's degree in business, finance, or economics Hiring Salary Range of: $122,000-$153,000. Salary and whole compensation package (bonus target) to be determined by the candidate's location, education, experience, knowledge, skills, and abilities, as well as internal equity and alignment with market data. People First Each of us working at Prologis plays an essential role in the enduring success of our company. We value people who are decisive, courageous and adaptable. While we are one company, locations and departments operate with autonomy and accountability. Individuals take the initiative here. When you join Prologis, you work shoulder to shoulder with some of the top talent in the industry to do the best work of your career. Every employee belongs. Every employee contributes. Employees advance their careers here. As a successful global enterprise, Prologis has never lost sight of what matters most, our strong belief that our people are the most important part of our business. And because of that, we provide a generous total rewards package and take a lot of time to focus on quality management and leadership development. People come first here. All full-time roles in the US come with a robust benefits package which includes healthcare, dental, and vision insurance for employees and eligible dependents. Prologis also offers several other wellness, financial, and work/lifestyle-specific benefits. Our 401(k) retirement plan has a company match of 50% up to 12% of eligible compensation. We also offer generous PTO with a starting accrual of 22 days a year in addition to paid holidays and volunteer time. All job offers are contingent upon successful completion of background verification. Prologis is an Equal Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religions, sex, national origin, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by law. Employment Type: Full time Location: Chicago, Illinois Additional Locations: Dallas, Texas, Nashville, Tennessee, San Francisco, California
    $122k-153k yearly Auto-Apply 9d ago
  • Town Manager

    International City Management 4.9company rating

    Paradise, CA jobs

    Minimum Qualification: Qualified candidates will possess education equivalent to a bachelor's degree from an accredited college or university with major coursework in public or business administration, public policy, finance or a related field and ten (10) years of management or administrative experience in a public agency comparable to a Town Manager, Assistant Town Manager, or in a related administrative/managerial capacity involving responsibility for planning, organization, and implementation. The Ideal Candidate: The Ideal Candidate will possess valuable leadership skills, with the ability to inspire and communicate effectively. The candidate will be an experienced administrator, preferably with a record of successfully guiding a local government under a Council and will have the ability to demonstrate sound management theory and practices. The candidate will have the skillset to work through a variety of complex issues and projects. The ideal candidate will be capable of formulating and administering economic development policies and practices and will have the skills and acumen necessary to ensure the long-term financial stability of the Town. The ideal candidate will be an energetic individual with exceptional interpersonal and public communication skills. The ideal candidate should be a proactive collaborator who can think analytically and act strategically. The ideal candidate will be honest, self-aware, and committed to the mission. This Position offers a unique and rewarding opportunity for the right candidate to be part of the rebuilding of the Town of Paradise. The Town Manager supervises and directs the administration of the various departments; presents recommendations and information to enable the Town Council to make decisions on matters of policy; coordinates the Town of Paradise's working relationship with external agencies and organizations; oversees the planning and funding of major Town projects; serves as a liaison to improve communications between the Town Administration, community organizations and citizens; and works to maximize efficiency and customer satisfaction with Town services. The Town Manager also directs, manages, and oversees all of the activities and operations of the Town of Paradise including its operating departments, public safety contracts and provides complex administrative support to the Town Council. In the event of an emergency, the Town Manager also acts as the Emergency Operations Center (EOC) Director. The EOC Director determines the level of staffing and resources necessary to manage an appropriate emergency response. Other essential responsibilities and duties include: Responsible for and manages all Town departments, including Police, Fire, Finance, Human Resources and Risk Management, Information Systems, Public Safety, Building, Code Enforcement, Animal Control, Engineering and Public Works. Directs and coordinates the development and implementation of goals, objectives, and programs for the Town Council and the Town as appropriate; develops administrative policies, procedures, and work standards to ensure that the goals and objectives are met and that programs provide mandated services in an effective, efficient, and economical manner. Oversees the preparation of the annual budget for the Town; authorizes directly or through staff, budget transfers, expenditures, and purchases provides information regarding the financial condition and needs to the Town Council. Develops and standardizes procedures and methods to improve and continuously monitors the efficiency and effectiveness of assigned programs, projects, service delivery methods, and procedures; assesses and monitors workload, administrative and support systems, and internal reporting relationships; identifies opportunities for improvement and makes recommendations to Town Council. Advises the Town Council on legal, social, and economic issues, programs, and financial status; prepares and recommends long- and short-term plans for Town service provision, capital improvements, and funding; and directs the development of specific proposals for action regarding current and future Town needs. Represents the Town and the Council in meetings with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations. Provides for the investigation and resolution of complaints regarding the administration of and services provided by the Town government. Provides for contract services and franchise agreements; ensures proper performance of obligations to the Town; has responsibility for enforcement of all Town codes, ordinances, and regulations. Oversees the selection, training, professional development, and work evaluation of Town staff; oversees the implementation of effective employee relations programs; provides policy guidance and interpretation to staff. Directs the preparation of and prepares a variety of correspondence, reports, policies, procedures, and other written materials. Directs the maintenance of working and official Town files. Monitors changes in laws, regulations, and technology that may affect Town operations; implements policy and procedural changes as required.
    $115k-156k yearly est. 27d ago
  • Manager, Cybersecurity

    First Tech Federal Credit Union 4.5company rating

    Rocklin, CA jobs

    Description The Manager of Cyber Security is responsible for continuously monitoring First Tech's environment to detect threats, malicious activity, and unauthorized access, ensuring timely mitigation and documentation in alignment with service level agreements. Here's what you can expect from the job and what you need to be successful:Job Duties Lead a team of high performing and engaged employees through effective people leadership practices including regular communication of performance expectations and feedback to employees to maintain high team performance; provide coaching and corrective action as required; actively support employee professional growth and development Manage all stages of the incident response lifecycle, including preparation, analysis, containment, eradication, remediation, recovery, and post-incident activities Collaborate with the team to evaluate external threat intelligence, including zero-day attacks, exploit kits, and malware to assess and mitigate organizational risk Maintain thorough documentation of cyber threat management processes, incident response activities, and related projects Stay current on industry trends and emerging security threats, evaluating new security testing tools, and recommend enhancements to products and services Maintain up-to-date and operational response documentation, including processes, procedures, response playbooks, and ongoing reports Partner with cross-functional teams to strengthen threat detection capabilities by integrating log sources, detection tools, and threat intelligence Develop, define, and maintain threat dashboards, reports, and alerts to provide comprehensive awareness of trends, and overall security posture Track and improve performance management metrics including Mean Time to Detect (MTTD), Mean Time to Respond (MTTR), and Mean Time to Contain (MTTC) Execute tactical and operational aspects of the vulnerability management program, coordinating with cross-functional teams to strengthen the organization's security posture Essential Skills Minimum 5 years' experience in information technology or cyber security with a focus in threat reconnaissance and incident response, including 1 year experience successfully leading a team of cyber security professionals Strong knowledge of infrastructure security tools, including but not limited to SIEM, DLP, MDR, XDR, WAF, IPS Strong knowledge of IT security standards and framework such as NIST, MITRE, COBIT, CISA, ISA Strong knowledge of threat intelligence platforms including Anomali, Threat Connect, Recorded Future Hands-on experience using Threat Intelligence Platforms Demonstrated experience with frequent use and application of technical standards, principles and theories Ability to work autonomously and manage time effectively in a fast-paced environment while implementing new ideas that help to drive First Tech's Cyber Threat and Response program forward Strong analytical, problem-solving and decision-making skills with attention to detail Demonstrated ability to establish credibility and rapport with internal and external stakeholders Strong business communication skills; able to write/speak clearly and professionally for a variety of audiences Strong knowledge of Microsoft Office Suite Minimum Education: Bachelor's degree in computer science or engineering IT is preferred Certification/License: Relevant security incident response/forensics certification (i.e., OSCP, GIAC, CCFP, etc.) Location: Hillsboro, OR 97124 | Rocklin, CA 95765 | (HYBRID) Target Compensation in Hillsboro, OR: $115k - $130k annually + annual bonus Target Compensation in Rocklin, CA 95765: $127k - $143k annually + annual bonus Benefits options include: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria) What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa transfer/ sponsorship for this position #LI-KW1
    $127k-143k yearly Auto-Apply 45d ago
  • Manager

    CFGI 4.2company rating

    Los Angeles, CA jobs

    Manager - Accounting AdvisoryManagers at CFGI work closely with senior management of Fortune 500, mid-cap, and start-up companies. CFGI Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing client relationships, and business development. Take ownership of your career at CFGI: · Gain exposure to a wide range of industries and/or projects. · Make a true business impact with your clients. · Own projects from start to finish. · Experience client interaction and thrive in a client-facing role. · Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm. · Enjoy the flexibility of office/remote/client site work locations (engagement specific). · Create your own path. · Enjoy what you do! What you might expect:· Integration with client's senior management to solve complex accounting issues and for preparation of proposed resolutions. · Review of work prepared by consultants on operational due diligence for complex transactions (i. e. - acquisitions and divestitures, stock offerings, debt raises, IPO's). · Review of consultants' deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i. e. - 10K's, 10Q's, S-1 and S-4 filings, audit coordination). · Research and documentation projects related to new ASC accounting standards. · Process improvement projects and implementation of changes. · Lead and mentor consultants, acting as a role model, and providing creative solutions that enhance the consultant's overall experience. · Participate in the firm's recruiting efforts, client relationship building, and business development efforts. Who you are:· An undergraduate degree in Accounting - CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting. · Five to seven years of experience in public accounting and/or industry accounting/finance. · Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams. · Strong technical skills and a working knowledge of U. S. GAAP and SEC reporting. · Proactive in identifying client needs and effective in building a strong relationship with clients. · Highly organized and focused and demonstrates ability to set overall engagement expectations and direction. · Effective analytical and critical thinking abilities. · Entrepreneurial nature, self-motivated, ethical, and dependable. · High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts. CFGI is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual's skills, experiences, and qualifications. The good-faith estimated base salary range for this position is: $125,000 - $150,000. In addition to the base compensation, CFGI offers a competitive benefits package and various bonus programs and incentives, based upon an individual's level and overall work performance. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $125k-150k yearly Auto-Apply 60d+ ago
  • FP&A Manager

    K1 Investments 4.2company rating

    Manhattan Beach, CA jobs

    K1 is seeking a FP&A Manager for our office located in Manhattan Beach, CA. K1 Portfolio FP&A provides the insights and recommendations on current and future performance for our investment management and operations teams to build category leaders. You will be an integral team member acting as a key conduit between our deal teams and portfolio company CFOs, driving insights into opportunities to create value and mitigate risk, providing technical finance leadership for our portfolio companies finance teams and acting as a consultant to bring best practices to our growing companies. This represents a unique opportunity to make the move into a dynamic Private Equity environment and work hand-in-hand with the investment team and key executives at our portfolio companies to drive value creation. Key Responsibilities: Own a portfolio of companies and drive a strong customer-oriented mindset to deliver on what is important to our deal teams (key internal customers) with regard to information needs, finance team development and ongoing risk identification and mitigation. Ensure compliance and credibility of financial reporting across your portfolio. Establish and maintain strong relationships with the CFOs and finance teams of your portfolio. Provide functional finance support to systems implementation teams. Establish the ability to anticipate business risks and financial management issues, raise awareness of them and put in place mitigating strategies. Provide technical and operational advice and leadership with regard to key accounting and finance processes such as the financial close, implementation of new accounting standards, operational finance controls and processes, sales tax, audits and cash management. Working with the rest of the Reporting team to develop, enhance and maintain operational finance best practices relevant for growth stage SaaS companies. Lead the ongoing improvement of K1 reporting practices; enhancing the information provided and the efficiency of its production through process and technology improvements. Position Summary: K1 is seeking a FP&A Manager for our office located in Manhattan Beach, CA. K1 Portfolio FP&A provides the insights and recommendations on current and future performance for our investment management and operations teams to build category leaders. You will be an integral team member acting as a key conduit between our deal teams and portfolio company CFOs, driving insights into opportunities to create value and mitigate risk, providing technical finance leadership for our portfolio companies finance teams and acting as a consultant to bring best practices to our growing companies. This represents a unique opportunity to make the move into a dynamic Private Equity environment and work hand-in-hand with the investment team and key executives at our portfolio companies to drive value creation. Key Responsibilities: Own a portfolio of companies and drive a strong customer-oriented mindset to deliver on what is important to our deal teams (key internal customers) with regard to information needs, finance team development and ongoing risk identification and mitigation. Ensure compliance and credibility of financial reporting across your portfolio. Establish and maintain strong relationships with the CFOs and finance teams of your portfolio. Provide functional finance support to systems implementation teams. Establish the ability to anticipate business risks and financial management issues, raise awareness of them and put in place mitigating strategies. Provide technical and operational advice and leadership with regard to key accounting and finance processes such as the financial close, implementation of new accounting standards, operational finance controls and processes, sales tax, audits and cash management. Working with the rest of the Reporting team to develop, enhance and maintain operational finance best practices relevant for growth stage SaaS companies. Lead the ongoing improvement of K1 reporting practices; enhancing the information provided and the efficiency of its production through process and technology improvements. Requirements: Bachelor's degree required; MBA and/or CPA preferred 10+ years of progressive finance experience, including: Proven track record of generating and implementing best practices within the accounting and finance function of an organization Demonstrated ability to improve the financial close process Excellent understanding of the software industry standard business practice Excellent presentation, interpersonal and negotiation skills Strong interpersonal skills with ability to communicate and manage at all levels of an organization High level of integrity and dependability with a strong sense of urgency and results-orientation Ability to travel About K1: K1 is a Los Angeles-based private equity investor with over $4.1B in assets under management focusing on high-growth enterprise software companies globally. K1 builds category leading enterprise software companies. As a global investment firm, K1 assists high-growth businesses to achieve successful outcomes. K1 invests alongside strong management teams that continue to guide their organizations on a day-to-day basis. With over 89 professionals, K1 changes industry landscapes by assisting with operationally focused growth strategies. Since inception of the firm, K1 has partnered with over 123 enterprise software companies including industry leaders such as Apttus, Buildium, Checkmarx, ChiroTouch, Clarizen, ControlUp, Emburse, Granicus, Graduway, IronScales, Jobvite, Litera Microsystems, Onit, Rave Mobile Safety, RFPIO, Smarsh and WorkForce Software. For more information about K1, visit our website: ********************** Skills & Requirements Requirements: Bachelor's degree required; MBA and/or CPA preferred 10+ years of progressive finance experience, including: Proven track record of generating and implementing best practices within the accounting and finance function of an organization Demonstrated ability to improve the financial close process Excellent understanding of the software industry standard business practice Excellent presentation, interpersonal and negotiation skills Strong interpersonal skills with ability to communicate and manage at all levels of an organization High level of integrity and dependability with a strong sense of urgency and results-orientation Ability to travel About K1: K1 is a Los Angeles-based private equity investor with over $4.1B in assets under management focusing on high-growth enterprise software companies globally. K1 builds category leading enterprise software companies. As a global investment firm, K1 assists high-growth businesses to achieve successful outcomes. K1 invests alongside strong management teams that continue to guide their organizations on a day-to-day basis. With over 89 professionals, K1 changes industry landscapes by assisting with operationally focused growth strategies. Since inception of the firm, K1 has partnered with over 123 enterprise software companies including industry leaders such as Apttus, Buildium, Checkmarx, ChiroTouch, Clarizen, ControlUp, Emburse, Granicus, Graduway, IronScales, Jobvite, Litera Microsystems, Onit, Rave Mobile Safety, RFPIO, Smarsh and WorkForce Software. For more information about K1, visit our website: **********************
    $79k-130k yearly est. 60d+ ago
  • Manager

    Maxus Properties 3.9company rating

    Santa Ana, CA jobs

    Job Details 888 Tower Apartments - Santa Ana, CA $60000.00 - $75000.00 SalaryDescription Maxus Properties is seeking to hire a Property Manager for 888 on Main Apartments in Santa Ana, California. Property Manager Who We Are: Maxus Properties, established in 1987, manages a diverse portfolio of rental housing, encompassing both market-rate and affordable properties. We specialize in revitalizing underperforming assets. Our mission is to enhance property value through a combination of experienced personnel and advanced technology, with a strong focus on achieving high resident retention and occupancy rates. Scope and Purpose: Role of the Property Manager The Property Manager, reporting to the Regional Property Manager, is responsible for all operational aspects of a property. This encompasses general administration and the upkeep of the physical site. The position requires supervising personnel and resources to guarantee that the property is consistently well-maintained and operates within a sound financial structure. Duties and Responsibilities: Support the Regional Manager in creating budgets for each upcoming calendar year, ensuring adherence to established budget guidelines throughout the year. Design and execute a marketing program with the approval of the Regional Property Manager. Recruit, train, inspire, and supervise all on-site staff to meet the operational objectives of the assigned community. Ensure that lease files are thorough and that leases are filled out correctly. Approve all applications in writing and prepare, process, and sign all leases and related documents. Follow appropriate accounting procedures to maintain accurate records, with a focus on daily income and expenses, accounts payable and receivable records, and all financial reports. Develop and enforce policies and procedures to facilitate resident communications, such as handling complaints and service requests. Make daily efforts to ensure a clean, safe, and well-maintained community by supervising service requests, preparing units, conducting inspections, scheduling and overseeing contract work, and reporting incidents. Complete any additional special projects as directed by the Regional Manager. Qualifications Qualifications: A high school diploma or equivalent is required A current driver's license is required 3-5 years of property management experience, preferably in a supervisory role, is required 3-5 years of RealPage or equivalent property management software is required Familiarity with Fair Housing and commitment to abiding by all Fair Housing regulations is required DRE certification is required Key Skills for Success: Effective Communication: Navigating various personality types Leadership: Guiding and inspiring others Compassion: Understanding and empathizing with team members Time Management: Emphasizing punctuality and multitasking Discretion: Handling sensitive information with care Reliability: Being dependable and consistent Creativity: Thinking outside the box Ambition: Striving for personal and team growth The job description and standards for the Property Manager may vary based on the size (number of units) of the property. WHY MAXUS: Maxus team members collectively bring thousands of years of experience in the property management sector. As a leader in our industry, we are a well-established, technology-driven, employee-focused company that takes pride in offering a comprehensive development experience. Our team members benefit from: A remarkable bonus structure Events to show employee appreciation A generous vacation package Opportunities to participate in focus groups and committees We are committed to investing in our teams through continuous training, encouragement, and recognition. Our passion for our people drives us to ensure their success right from day one! All qualified candidates will be subject to drug testing and a criminal background check. We are committed to being an equal opportunity employer.
    $60k-75k yearly 60d+ ago
  • Data Creator Manager - Helix Team

    Figure 4.5company rating

    San Jose, CA jobs

    Figure is an AI robotics company developing autonomous general-purpose humanoid robots. The goal of the company is to ship humanoid robots with human level intelligence. Its robots are engineered to perform a variety of tasks in the home and commercial markets. Figure is headquartered in San Jose, CA. Our Creator team is a group of physically capable individuals who are at the forefront of our operations, collecting new data to train Helix, our AI system, through wearing sensor hardware. They collect training data by performing specific physical tasks, review and grade the data they collect, and communicate key issues to / process improvements. We are looking for a Data Creator Manager to run our daily data collection operations for scaling Helix. Responsibilities: Build, train and lead Figure's Creator team, providing direction, guidance, and support to ensure the achievement of data collection goals and targets. Manage day-to-day frontline operations, ensuring smooth workflows and high uptime. Oversee management of sensor hardware inventory and data uploading. Accountable for data collection performance metrics. Coordinate to drive implementation of new data collection procedures and maintain documentation for procedures. Develop onboarding and ongoing training documentation for new hires. Train and mentor team members to ensure they are equipped with the necessary skills and knowledge to perform their roles effectively. May involve standing for long periods, supervising shifts, and responding to urgent operational issues. Elevate opportunities for process improvement and work to define creative solutions to improve KPIs. Requirements: 5+ years experience leading a highly skilled team in a fast paced environment, including hiring, performance managing, and mentoring junior team members. Excellent problem-solving and decision-making abilities. Experience operating and troubleshooting early-stage technologies. Excellent communication skills especially using data. Able to work well under pressure while managing competing, time-sensitive demands. Proficiency in Google Workspace (e.g., Sheets) and operational management tools. Bonus Qualifications: Experience with robotics or AI data collection. 10+ years experience leading skilled teams operating complex technology. A passion for helping scale the deployment of learning humanoid robots. The US base salary range for this full-time position is between $140,000 - $180,000 annually. The pay offered for this position may vary based on several individual factors, including job-related knowledge, skills, and experience. The total compensation package may also include additional components/benefits depending on the specific role. This information will be shared if an employment offer is extended.
    $140k-180k yearly Auto-Apply 33d ago
  • Jewish Life & Community Engagement Manager

    JCCs of North America 3.8company rating

    San Francisco, CA jobs

    We're at a unique moment in Jewish life -- and the JCCSF is ready to meet it. As a hub of Jewish arts, culture and creativity in San Francisco, we're seeking a strong community connector to help shape what comes next by deepening relationships, sparking engagement and co-creating joyful, meaningful Jewish experiences. The Jewish Life & Community Engagement Manager is a visionary builder, relationship weaver, and creative program leader who brings Jewish life to the center of community. Grounded in a deep knowledge of Jewish tradition and a passion for welcoming others, this role supports individuals and families through ritual, relationship and hands-on engagement. The ideal candidate is a relational powerhouse who thrives in a pluralistic environment, takes initiative, and brings a locally rooted, nationally informed lens to Jewish life in San Francisco. RESPONSIBILITIES Community Connecting * Serve as a welcoming and trusted resource for Jewish life, fostering safe, affirming space where individuals feel supported to explore, express and connect. * Build and sustain a volunteer network that fosters connection and deepens engagement across diverse Jewish communities. * Develop programmatic opportunities, shaped by community needs, using personalized outreach and shared Jewish experiences. * Partner with stakeholders invested in Jewish life to co-create and advance community-driven content and initiatives. * Implement relational engagement strategies (1:1 outreach, small groups, community-driven activities) to strengthen belonging and networks. * Strengthen the bridge between JCCSF families and Jewish learning through coordination with Early Childhood Education (ECE) sites and JCCSF Senior Educator/Rabbi. Program Development & Implementation * Design, coordinate and implement Jewish engagement initiatives that prioritize connection, accessibility and hands-on practice. * Develop, with collaborators and experts, Jewish experiential learning opportunities for adults and adults raising children in multiple life stages: new parents to school age. * Create inclusive Jewish experiences that honor the richness of Jewish pluralism, across beliefs, backgrounds and practices - including a nuanced approach to Israel in relationship with the diaspora. * Proactively initiate and cultivate collaborations with local educators, national institutions, Jewish agencies for collaborative programming and marketing partnerships (e.g. Shabbat Unplugged). * Manage, track and measure community engagement initiatives and community access programs, ensuring they are responsive, relationship-driven, and impactful. Jewish Life & Learning * Lead the JCCSF's new B'vakasha Initiative (supported by a Coordinator) a new platform for cultivating meaningful Jewish connection. Support community-led groups by offering space that fosters belonging, creativity, and pluralistic engagement. * Collaborate with JCCSF Senior Educator / Rabbi to staff Jewish holiday events and gatherings, as a facilitator, Jewish educator or ritual leader as appropriate. * Support individuals and families seeking Jewish engagement by facilitating Jewish rituals offering guidance and connecting them to resources or partner organizations when needed. * Oversee the Jewish Ritual Resource Lending Library, (supported by a Coordinator). * Manage lending of Torah scrolls, sacred objects, and develop and incorporate educational content that supports DIY Jewish practice. * Contribute to JCCSF's Jewish content creation, storytelling, and impact reporting to elevate Jewish life at the JCCSF - often through the lens of holidays, arts and culture. * Advance partnership initiatives that support Roots & Culture strategic goals and amplify the presence of Jewish life within and beyond the building. Supervision & Administration * Provide strategic oversight of the Jewish Life portfolio, lead and execute operational planning for Jewish Life programs. * Supervise and mentor PJLibrary Connector, part-time event staff, and volunteers, including training and performance management. * Administration: programmatic budgeting, advancing logistics, drafting event copy / signage, onsite event management and staffing. Minimum Qualifications: Experience & Education * Bachelor's degree in Jewish Studies, Education, Community Engagement, or related field; or equivalent experience. * 5-7 years of direct experience in Jewish or values-based community programming, grassroots organizing, relational engagement, or experiential education. * Demonstrated success in volunteer management, program design and event production, and/or team management. * Experience leading volunteer engagement using a relational, network-based approach. Skills & Knowledge * Deep familiarity with the rhythms of Jewish life and culture; experience leading Jewish rituals and holiday celebrations. * Knowledge of the needs of families with young children in urban settings, like San Francisco, is a strong plus. * Charismatic relationship-builder with the ability to connect authentically with diverse community members, staff, and volunteers. * Deep understanding of Jewish life, culture, and calendar with the ability to integrate meaningful, accessible Jewish content into programs and gatherings. * Strong project management skills, including program planning, budgeting, logistics, and execution. * Ability to track, evaluate, and communicate program outcomes and community impact. * Excellent written and verbal communication skills, in professional and informal community settings. * Proven ability to supervise and mentor staff and volunteers, setting expectations and providing feedback and fostering growth. * Experience in team leadership, motivating engagement and fostering a positive culture. * Comfortable using technology to organize work and relationships in Microsoft Office Suite and experience with CRM or database platforms for managing volunteer engagements. Seeking * A joyful, approachable leader who sees possibility, responds with warmth and creativity, and helps others feel that Jewish life can be theirs, wherever they are. * Creativity and an entrepreneurial spirit, eager to experiment, take initiative and explore new approaches to deepen community engagement. * Strong knowledge of San Francisco's cultural landscape, neighborhoods, and Jewish community dynamics to inform locally grounded, relevant engagement efforts. * Passion for Jewish learning and community building, with a commitment to inclusivity. * Strong organizational and time-management skills, able to juggle multiple priorities. * Flexible, adaptable, and open to new approaches in community engagement. * Ability to work collaboratively and independently in a pluralistic environment, including on some Jewish holidays and Shabbat. WORKING CONDITIONS Working conditions are typical of an office environment. A hybrid work schedule of up to 50% remote work is available, subject to program requirements and team schedules. Onsite work is frequently required with irregular hours, including weekend and evening hours required, in alignment with public offerings and Jewish holidays. PHYSICAL REQUIREMENTS Position requires seated or standing use of a computer throughout the day. Position requires prolonged periods of event management, which entails standing throughout the day. Must be able to lift and carry program materials and supplies, move around indoor and outdoor program areas, and occasionally assist with light physical tasks during events or activities. Ability to navigate stairs and varying program locations within the city of San Francisco, including private homes, is also required. The JCCSF is committed to the full inclusion of all qualified individuals. In keeping with our commitment, the JCCSF will take steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact ************. STATUS Benefited, exempt, supervisory, management position HOURS Full-time; some weekend evening and holiday hours required
    $105k-141k yearly est. Easy Apply 60d+ ago
  • Comml Bnkg Reln Mgr - Deposits

    Valley National Bank 4.9company rating

    Palo Alto, CA jobs

    The Commercial Banking Deposits Relationship Manager will be responsible for identifying and pursuing new sales from prospects or new clients within existing footprint or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new deposit business, build new primary bank relationships ensuring a consistent flow of new business and revenues to the bank. The primary role is to generate new low cost deposits, source new Treasury fee income, build new primary bank relationships and cross sell other bank products and services. Responsibilities include but are not limited to: Sources new COIs and acts as primary contact for new business development which focuses on the acquisition of complex and profitable commercial relationships. Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Will focus on sourcing new low-cost deposits, new Treasury fee income and building primary bank relationships. Activities include maximizing cross-sales opportunities through customer profiling with the goal of cultivating interest in new bank products and services. Banker will coordinate with other product partners to win new business. Resolves and oversees customer issues surrounding advisory, new information, and Treasury services, solutions and products. Makes presentations to potential and existing clients and contributes to the achievement of sales targets. Owns the relationship as primary point of contact by working with their respective LOB RMs and leader. Use of Salesforce as a CRM tool is required. Represents the Bank in civic and community functions. Anticipates emerging customer trends as a basis for recommending products and services and expanding business for the LOB. Provide support to help clients coordinate solutions in an advisory role, manage deposit accounts, offer advice and oversee services provided. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. This person is open to receiving coaching and mentoring as it relates to their role to onboard new primary bank relationships, sell and activate other recommended bank products and services and works closely with the manager of the LOB. The next step in the career path is a Senior Deposit Relationship Manager. Other Responsibilities: Comply with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. For supervisory positions, ensure BSA training requirements are completed by staff. All other duties as assigned.
    $43k-62k yearly est. 1d ago
  • Comml Bnkg Reln Mgr - Deposits

    Valley National Bancorp 4.9company rating

    Palo Alto, CA jobs

    The Commercial Banking Deposits Relationship Manager will be responsible for identifying and pursuing new sales from prospects or new clients within existing footprint or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new deposit business, build new primary bank relationships ensuring a consistent flow of new business and revenues to the bank. The primary role is to generate new low cost deposits, source new Treasury fee income, build new primary bank relationships and cross sell other bank products and services. Responsibilities include but are not limited to: * Sources new COIs and acts as primary contact for new business development which focuses on the acquisition of complex and profitable commercial relationships. * Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. * Will focus on sourcing new low-cost deposits, new Treasury fee income and building primary bank relationships. * Activities include maximizing cross-sales opportunities through customer profiling with the goal of cultivating interest in new bank products and services. Banker will coordinate with other product partners to win new business. * Resolves and oversees customer issues surrounding advisory, new information, and Treasury services, solutions and products. * Makes presentations to potential and existing clients and contributes to the achievement of sales targets. * Owns the relationship as primary point of contact by working with their respective LOB RMs and leader. * Use of Salesforce as a CRM tool is required. * Represents the Bank in civic and community functions. * Anticipates emerging customer trends as a basis for recommending products and services and expanding business for the LOB. * Provide support to help clients coordinate solutions in an advisory role, manage deposit accounts, offer advice and oversee services provided. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. * This person is open to receiving coaching and mentoring as it relates to their role to onboard new primary bank relationships, sell and activate other recommended bank products and services and works closely with the manager of the LOB. The next step in the career path is a Senior Deposit Relationship Manager. Other Responsibilities: * Comply with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. For supervisory positions, ensure BSA training requirements are completed by staff. * All other duties as assigned. Required Skills: * Demonstrated experience and success in meeting sales goals, managing client relationships and experience in credit, credit support or financial analysis. * Superior knowledge of commercial banking products and services (both credit and non-credit). * Proven ability to manage high-end Middle Market Clients. * Ability to work independently and leverage professional relationships within and outside the bank. * Understanding or willing to learn about all bank offerings. * Full utilization of sales automation tools and related technologies. * Superior sales presentation, interpersonal, negotiation and written and verbal communication skills, evidenced both internally and externally. * Persuasion, Diplomacy, Negotiation and closing skills. Required Experience: * High School Diploma or equivalent and 7+ years of Relationship Manager and/or Business Development Officer experience. * Bachelor's Degree in a discipline related to the position preferred.
    $43k-62k yearly est. 55d ago

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