Chief Finance Officer jobs at Icma-rc - 4726 jobs

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

Director, Financial Reporting and Accounting Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $125,000-$190,000/annually Position Summary This position is a key member of the accounting team and the finance group as a whole. The Director - Financial Reporting & Accounting provides oversight and management of internal and external reporting, analyzes and implements new accounting policies and standards as required, monitors and updates existing accounting policies as the Company's business changes, and oversees accounting operations functions. Primary Accountabilities People Manages a team of professionals in a customer-centric culture to excel in a fast-paced environment. Coaches, develops, and conducts performance management activities with direct and indirect reports. Identifies high-potential employees for advanced training and development opportunities. Effectively manages poor performers. Job Specific Supports the Chief Accounting Officer in managing external financial reporting, including preparation and review of the annual report, quarterly earnings releases, bank regulatory reports and legal entity regulatory financial reports. Prepares initial drafts of financial statements to be included in Form 10-Qs and Form 10-K, including footnotes and Management's Discussion and Analysis (MD&A). Administers and supervises the annual and quarterly preparation process conducted by other accounting personnel. Supports the finance team in the review of footnote documentation and MD&A information. Performs a detailed review of the quarterly call report and Federal Reserve reports. Supports the finance team in the preparation of monthly and quarterly financial reporting packages for management, the audit committee and the board of directors. Addresses inquiries from internal and external auditors, providing documentation that supports their needs. Plans, organizes and coordinates all activities of the general accounting function for the Corporation to ensure accurate and timely recording of accounting entries. Administers and supervises the month-end close process. Is responsible for ensuring the accuracy and adequacy of internal control documentation required for enterprise risk management. Maintains a process to ensure that all balance sheet and internal DDA accounts are reconciled on a periodic basis. Is responsible for completing annual goodwill and intangible asset impairment assessments. Stays current with new accounting and financial reporting guidance issued by the FASB, SEC and IASB when applicable. Other The role requires occasional travel for training and team meetings, and willingness to travel periodically to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's degree in accounting. 10+ years of experience with a financial services, multi-company organization. CPA preferred. Over seven years of significant bank accounting experience, including SEC reporting/public company experience. Working knowledge of GAAP accounting issues as they relate to the banking industry. Excellent oral, written, and interpersonal communication skills with the ability to instruct others, interpret documents, and write reports and correspondence. Excellent organizational and time management skills. Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT PIdc4442081f66-37***********5

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Investment Professionals' Compensation | Charles Schwab Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Investment Professionals' Compensation | Charles Schwab Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure. Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Reports to: Chief Executive Officer (CEO) Company: KBKG LLC (Specialized tax services: Cost Segregation, R&D Credits, Energy Incentives, Transfer Pricing, IC-DISC, and related software) About KBKG KBKG is a nationwide provider of specialized tax solutions to businesses and CPAs, including Cost Segregation, Research & Development (R&D) Tax Credits, Section 179D deductions, Section 45L credits, Transfer Pricing, IC-DISC, and employee retention credit services. We also offer proprietary calculators and software tools that support these services. Our headquarters is in Pasadena, California, with additional offices in New York, NY; Atlanta, GA; Chicago, IL; Dallas/Fort Worth, TX; Houston, TX. Scale: ~$50M annual revenue; ~140 employees. Leadership: CEO Jason Melillo. The CFO reports directly to the CEO. The Opportunity The CFO will be a strategic partner to the CEO, responsible for stewarding KBKG's financial health and scaling infrastructure across a multi-office, consultative services business. The CFO will also provide hands‑on leadership across select operational/shared‑services functions to ensure disciplined execution and data‑driven decision‑making nationwide. Key Responsibilities Strategic Finance & Leadership Serve as a core member of the executive team, shaping strategy, OKRs, and long‑range planning for a ~$50M, ~140‑person professional services organization. Lead annual operating planning, multi‑year financial modeling, scenario planning, and capital allocation (organic growth, software initiatives, partnerships). Partner with Practice Leaders (e.g., Cost Segregation, R&D, Energy Incentives, Transfer Pricing/IC‑DISC) to develop service‑line P&Ls, utilization targets, pricing strategies, and margin improvement playbooks. Drive board/owner reporting packages and KPI dashboards; present insights and recommendations to executive leadership. Accounting, Reporting & Controls Oversee the Accounting function (GL, AP/AR, payroll, revenue recognition, close cadence) and ensure timely, accurate monthly/quarterly closes. Own external audit/tax relationships; ensure GAAP compliance, robust internal controls, and risk management across multiple states and entities. Implement and refine policies for revenue recognition on consulting engagements, WIP, labor capitalization, and project profitability tracking. FP&A, Pricing & Performance Management Build a high‑impact FP&A organization; improve forecasting accuracy, pipeline‑to‑revenue conversion visibility, and capacity planning (billable utilization, realization, and collection cycles). Lead pricing/packaging analysis for core services and software offerings; support new product investments and go‑to‑market economics. Create a unified KPI framework (e.g., bookings, backlog, realization %, DSO, cash conversion, gross margin by service line, contribution margin by office). Operations Enablement (No COO in 2026) Provide operational oversight of selected shared services (e.g., Finance/Accounting, FP&A, Procurement, possibly IT/Business Systems and Facilities) to ensure cross‑office execution and scalable processes. Drive systems roadmap (ERP, PSA/engagement management, CRM, BI) and data governance; champion automation and standardization across offices. Establish and facilitate a drumbeat of operational reviews to align executives, practice leaders, and office leaders. Treasury, Compliance, & Risk Manage cash, working capital, banking relationships, and debt facilities; optimize cash flow for growth investments and seasonality. Ensure federal/state compliance, multi‑state nexus considerations, and insurance programs (E&O, cyber, general). Recruit, develop, and retain a high‑performing finance team; foster a culture of accountability, partnership, and continuous improvement. Mentor emerging leaders across finance and adjacent operations functions. Candidate Profile Experience 12+ years total experience with 5+ years in senior finance leadership (CFO, VP Finance, Corporate Controller, or Head of FP&A) at professional services firms (preferred: tax, accounting, consulting, or adjacent B2B services/software). Demonstrated success building FP&A, KPI systems, and scalable processes in multi‑office organizations. Hands‑on experience with project‑based revenue, utilization/realization metrics, and DSO/collections improvement. M&A integration and/or systems implementation (ERP/PSA/CRM/BI) experience strongly preferred. Public accounting foundation and/or CPA a plus. Skills & Attributes Strategic operator comfortable toggling between the board deck and the build: modeling, systems, and process rigor. Exceptional business partnering with practice leaders; strong pricing, margin analysis, and cash‑flow management skills. Data‑driven mindset; fluency with dashboards and analytics to guide decisions. High integrity, sound judgment, and a coaching‑oriented leadership style. Excellent written and verbal communication skills. Success Metrics (First 12-18 Months) Reliable monthly close (=5 business days) and accurate quarterly forecasts (variance =5-7%). Unified KPI dashboard deployed across service lines and offices; clear accountability for utilization, realization, margin, and DSO. Improved cash conversion cycle and working‑capital discipline (targeted DSO reduction). Streamlined pricing/packaging guidance for major offerings with measurable margin lift. Systems roadmap executed (e.g., ERP/PSA or major upgrades) and measurable automation wins. Smooth operational cadence in the absence of a COO, with efficient cross‑office coordination. Work Location & Travel Primary workplace is Pasadena, CA (HQ) with periodic travel to New York, Atlanta, Chicago, Dallas/Fort Worth, and Houston for leadership meetings and operational reviews. 10‑15% travel. California competitive base salary range of $250,000 to $350,000, performance‑based bonus, and comprehensive benefits. Equity/long‑term incentives commensurate with experience and impact. Apply Please submit your resume and a brief note on relevant experience optimizing finance/operations for multi‑office professional services organizations. #J-18808-Ljbffr

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Investment Professionals' Compensation | Charles Schwab Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

WHAT IS THE OPPORTUNITY? This position is responsible for development and recommendations of risk metrics designed to effectively manage and mitigate risks associated with Commercial Front Line Units of City National Bank (CNB). The role will serve as a risk and control resource to support LOB's and 2LOD / 3LOD support functions, including but not limited to Operational Risk, Business Continuity, IT Risk, Vendor Risk, Corp. Security, Compliance, Internal Audit, etc. Responsible for the ongoing development and expansion of the risk assessment and testing programs to ensure key risks are captured, measured and tested accordingly. Assist in the preparation of materials and presentations to1st LOB executives detailing results of their unit's risk results. WHAT WILL YOU DO? Work collaboratively within the Commercial 1LOD and to coordinate risk management and monitoring activities. Execute risk assessment programs (e.g. Risk Control Self Assessments, Business Impact Assessments, Vendor Risk Assessments, New Applications) to identify and quantify the risks and their associated controls in the division. Work with Senior Business Control Managers to establish processes to monitor and report on the performance of risk mitigating controls (e.g. if policies and procedures are being followed, if sign off limits are being exceeded etc Provide recommendations to remediate risk exceptions and assist with the implementation of remediation plans. Coordinate the completion of risk mitigating actions and providing status updates of open/closed issues to senior management and second line risk management functions. Respond to Internal Audit and Regulators as necessary to help support Commercial Banking activities. Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2LOD and 3LOD to strengthen the control environment and enhance risk management practices. Provide guidance on Control Standards to ensure compliance-related controls are documented in line with the standards. Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent Minimum 8-10 years managing projects Minimum 8-10 years within or related to financial services Additional Qualifications MBA, JD, or other advanced degree (e.g., JD, MBA, Masters, etc.) preferred 8 years of experience managing projects 7 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Diverse problem solving experience An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), work well in cross-functional teams Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

The Executive Office for Administration & Finance seeks to hire a Chief Financial Officer (CFO). About the Executive Office for Administration &כולם (A&F) A&F oversees the financial and administrative aspects of state government. A&F plays a central role in the development of the administration's budget proposals and advisory role in the process by which the Legislature and the Office of the Governor agree on the final budget. When budgets are enacted, A&F is responsible for oversight of spending and monitoring of revenues. A&F's responsibility set includes both operating and capital budgets and monitoring long‑term obligations such as debt and retirement benefits. In addition to state‑wide budgeting, A&F has direct oversight for a number of agencies and functions. These include: the Department of Revenue (DOR); the Division of Capital Asset Management & Maintenance (DCAMM); the Operating Services Division focused on procurement (OSD), and the Human Resources Division (HRD). In addition, A&F has an administrative and financial oversight relationship with a number of smaller agencies and organizations, such as the Appellate Tax Board, the Division of Administrative Law Appeals, the Group Insurance Commission and others. About the Position The A&F CFO is the senior professional charged with financial oversight and execution for the Executive Office for Administration & Finance, which is an organization of over 180 people organized as the Office of the Secretary, Budgeting and Legal teams, and the A&F Information Technology team. In addition, the A&F CFO plays a coordination and leadership role for the financial teams in related organizations. In larger organizations such as DOR, DCAMM, and HRD, the partnership is with financial teams and fellow CFOs. In smaller agencies, the A&F CFO function may play an active role in the financial function, where the agency is too small to support a dedicated finance staff. The CFO oversees an internal finance team including a Business Manager, who executes a number of key functions under the supervision of the CFO. The CFO may also have management oversight for other members of the office team, as needed. The CFO must possess strong financial acumen, with a demonstrated ability to synthesize and communicate complex financial information verbally and in writing. The CFO must have the ability to operate strategically and practically, to ensure that effective and appropriate policies, procedures, and business processes are established and implemented. The position reports to the Assistant Secretary for Administration. Duties and Responsibilities (this general summary is not exhaustive) Oversees secretariat fiscal planning and: Provides leadership in the planning, development and implementation of policy guidance to A&F agency chief financial officers in all fiscal/administrative and personnel related matters. This includes oversight and coordination for all A&F secretariat -wide fiscal/administrative projects. Leads the annual budgeting process and ongoing financial oversight for A&F and its member agencies. Coordinates the A&F capital agency component of the state's Capital Investment Plan. Manages and executes contracting and accounts payable: Oversees all accounting activities, assures compliance with state finance law as well as all procurement regulations. Manages ongoing communications and compliance with rules and regulations pertaining to oversight departments including the Human Resource Division, Office of the State Comptroller, and the Operational Services Division. Oversight of Inter‑agency Service Agreements (ISAs) and standard contracts executed by A&F. Ensures that HR‑related transactions (including headcount tracking, job postings, FTE Lyme appointments, and compensation) are in accordance with budgets. Other duties as needed, including: Forecasting costs of A&F's day‑to‑day operations. Direct and ensure the smooth operation of an efficient system of control within areas of responsibility including budget/revenue management, accounts receivable and payable, and financial regulatory compliance. Mentor and develop staff in best practices for budgeting, financial analysis, accounting, revenue control, auditing and procurement. Provide recommendations to Assistant Secretary for Administration and Finance on all policy, program, financial and political matters related to agency financials. Ensure maintenance of appropriate internal controls and financial procedures, which comply with all federal and state regulations. Consult and collaborate with the Office of State Comptroller and State funcionaler Office on fiscal practices and information sharing in support of business process improvement. Develop fiscal policy proposals and programs for the state in collaboration with other agencies and staff. Qualifications MINIMUM ENTRANCE REQUIREுப்பீ: Applicants must have at least (A) six (6) years of full‑time or, equivalent part‑time, professional, administrative, supervisory, or managerial experience in financial management work (i.e. budgeting, accounting, auditing, management analysis, program evaluation, financial reporting of program results), of which (B) at least two (2) years must have been in a supervisory or managerial capacity or (C) any equivalent combination of the required experience and substitutions below. A certificate in a relevant or related field may be substituted for one (1) year of the required (A) experience. A Bachelor's degree in a related field may be substituted for two (2) years of the required (A) experience. A Graduate degree or higher in a related field may be substituted for three (3) years of the required (A) experience. A Doctorate degree in a related field may be substituted for four (4) years of the required (A) experience. RID embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future. An Equal Opportunity / Appealative Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply. The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC)may self‑select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role. Official Title : Fiscal Officer VIII Primary Location Job Accounting and Finance Schedule Full‑time Shift Day Job Posting Jan 13, 2026, 2:24:37 PM Number of Openings 1 Salary 109,765.96 - 169,628.22 Yearly If you have Diversity, Affirmative Action or Equal Employment Opportunity questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator : Meghan Sisk - ********** משיך? #J-18808-Ljbffr

WHAT IS THE OPPORTUNITY? This position is responsible for development and recommendations of risk metrics designed to effectively manage and mitigate risks associated with Commercial Front Line Units of City National Bank (CNB). The role will serve as a risk and control resource to support LOB's and 2LOD / 3LOD support functions, including but not limited to Operational Risk, Business Continuity, IT Risk, Vendor Risk, Corp. Security, Compliance, Internal Audit, etc. Responsible for the ongoing development and expansion of the risk assessment and testing programs to ensure key risks are captured, measured and tested accordingly. Assist in the preparation of materials and presentations to1st LOB executives detailing results of their unit's risk results. WHAT WILL YOU DO? Work collaboratively within the Commercial 1LOD and to coordinate risk management and monitoring activities. Execute risk assessment programs (e.g. Risk Control Self Assessments, Business Impact Assessments, Vendor Risk Assessments, New Applications) to identify and quantify the risks and their associated controls in the division. Work with Senior Business Control Managers to establish processes to monitor and report on the performance of risk mitigating controls (e.g. if policies and procedures are being followed, if sign off limits are being exceeded etc Provide recommendations to remediate risk exceptions and assist with the implementation of remediation plans. Coordinate the completion of risk mitigating actions and providing status updates of open/closed issues to senior management and second line risk management functions. Respond to Internal Audit and Regulators as necessary to help support Commercial Banking activities. Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2LOD and 3LOD to strengthen the control environment and enhance risk management practices. Provide guidance on Control Standards to ensure compliance-related controls are documented in line with the standards. Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent Minimum 8-10 years managing projects Minimum 8-10 years within or related to financial services Additional Qualifications MBA, JD, or other advanced degree (e.g., JD, MBA, Masters, etc.) preferred 8 years of experience managing projects 7 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Diverse problem solving experience An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), work well in cross-functional teams Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

We're seeking a strategic, forward-thinking Vice President - Controller to lead our accounting and finance functions and position themselves as the next Chief Financial Officer within the coming years. This is a rare opportunity for a seasoned financial leader to shape the future of a growing credit union while driving innovation and efficiency across the organization. As Controller, you'll be the cornerstone of our financial integrity and a trusted advisor to executive leadership and the Board. You'll manage a talented team, champion process automation, and ensure our financial strategy aligns with our mission and long-term goals. This is more than a Controller role - it's a launchpad for a CFO-caliber leader. This is a hybrid position that will report to our Northgate, Seattle Headquarters at least 2 days per week (Mondays and Wednesday). More in-office time may be necessary for certain leadership and team meetings. Applications for this role will close on JANUARY 23, 2026 OUR TOTAL REWARDS PACKAGE Base salary range of $152,691.39-$256,521.53 per year. The typical starting offer will fall between $165,000 - $215,000 per year, depending on experience and qualifications. This position qualifies for our profit‑sharing bonus program with possible annual payouts totaling 0-8% of annual salary depending on company performance. Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company‑paid contributions. Generous time off including 15 days of vacation, 12 days of sick time, and 2 floating holidays per year (eligible for use after 90 days of employment). Paid holidays in accordance with the Federal Reserve calendar. Tuition reimbursement. 401(k) plan with pre‑tax and post‑tax (Roth) options including company matching after 6 months of employment. Charitable contribution matching. Monthly transportation subsidy for employees that qualify. And more! Expanded details about our benefit offerings can be found at: *********************** WHAT YOU'LL DO IN THIS ROLE Manage and mentor the accounting and finance teams, fostering collaboration and continuous improvement. Work closely with executive leadership and department heads to translate financial objectives into actionable priorities. Oversee accurate GAAP‑compliant financial reporting, regulatory filings, audits, and internal controls. Spearhead digital transformation and enterprise‑wide system updates to enhance efficiency and scalability. Develop budgets, forecasts, and financial roadmaps that support sustainable growth and strategic initiatives. Provide insights and recommendations to the CEO, CFO, and Board to inform critical decisions. WHAT YOU BRING TO THE TABLE Experience: 10+ years of progressive accounting/finance leadership. 5+ years in a senior management role (Controller or Assistant Controller). Direct experience in banking, credit union, or financial services required. Education & Credentials: Bachelor's degree in Accounting or Finance. Active CPA or CMA certification. Skills & Attributes: Deep knowledge of GAAP, NCUA/banking regulations, and complex financial reporting standards. Strong executive presence with the ability to present financial strategy to senior leadership, the Board, and regulators. Proven track record of leading and developing high‑performing teams in a collaborative, results‑driven environment. Advanced analytical and problem‑solving skills with a focus on strategic planning and operational efficiency. High proficiency with accounting systems, financial modeling tools, and Microsoft Excel. Ability to interpret regulatory changes and translate them into actionable policies and strategies. Solid understanding of advanced financial concepts, including capital ratios and risk modeling. ABOUT SALAL CREDIT UNION We have helped thousands of members manage their money by making bold, measured decisions to offer the right products to each person. Our mission is to break down financial barriers for the innovators in our community by offering good rates, low fees, and dedicated personal services. Beyond that, we are committed to giving 5% of our annual income to help people and causes in the communities we serve, because we know that many small actions, when added together, can make big impacts. Helping our employees build and achieve their career goals is equally as important to us, and we are dedicated to fostering a positive work environment in which they can thrive. We strongly prioritize their growth and development as well as their impact to the community so we can be an institution that our employees are proud to be a part of. Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities. To request a reasonable accommodation in order to complete your application or if you need this job announcement in an alternative format, contact the Talent Acquisition Team at *******************. If you do not have internet access, you may visit your local public library or any WorkSource location and use their computers. Salal Credit Union participates in E-Verify to confirm employment eligibility for all new hires in accordance with federal law. Seattle, Washington 98115 #J-18808-Ljbffr

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in international tax at PwC will provide advice and guidance to clients on structuring their global tax positions. Your work will involve analysing international tax laws and regulations to develop strategies that optimise tax efficiency and minimise risks for multinational businesses. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the International Tax Services Generalist - CS team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects, maintaining executive-level client relations. You are crucial in driving business growth, shaping client engagements, and mentoring the future leaders, while upholding PwC's reputation for quality, integrity, and inclusion. Responsibilities Set strategic direction for technology-enabled tax advisory services Lead business development to drive growth Oversee multiple impactful projects Maintain executive-level client relationships Mentor and develop future leaders Shape the direction of client engagements Implement digitization and automation initiatives Adhere to tax regulations and standards What You Must Have Bachelor's Degree in Accounting A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study can be considered in lieu of a Bachelor's Degree in Accounting 6 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Corporate and partnership taxation knowledge Assisting financial services companies with tax impact Tax structuring of funds and financial assets Enhancing tax efficiencies of cross-border flows Developing and sustaining meaningful client relationships Leading teams to generate vision and direction Utilizing automation and digitization in tax services Evaluating and negotiating contracts Leveraging pricing tools for strategies The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. #J-18808-Ljbffr

A nonprofit organization based in Oak Brook seeks an Assistant Executive Director for Finance and Administration to lead its financial operations and strategy. This role will require a strong financial leader with extensive experience in budget management, risk management, and human resource oversight. Ideal candidates will have a Bachelor's degree in finance or a related field, with an MBA or CPA being strongly preferred. The organization offers a hybrid work environment, competitive compensation, and a supportive workplace focused on member impact. #J-18808-Ljbffr

WHAT IS THE OPPORTUNITY? This position is responsible for development and recommendations of risk metrics designed to effectively manage and mitigate risks associated with Commercial Front Line Units of City National Bank (CNB). The role will serve as a risk and control resource to support LOB's and 2LOD / 3LOD support functions, including but not limited to Operational Risk, Business Continuity, IT Risk, Vendor Risk, Corp. Security, Compliance, Internal Audit, etc. Responsible for the ongoing development and expansion of the risk assessment and testing programs to ensure key risks are captured, measured and tested accordingly. Assist in the preparation of materials and presentations to1st LOB executives detailing results of their unit's risk results. WHAT WILL YOU DO? Work collaboratively within the Commercial 1LOD and to coordinate risk management and monitoring activities. Execute risk assessment programs (e.g. Risk Control Self Assessments, Business Impact Assessments, Vendor Risk Assessments, New Applications) to identify and quantify the risks and their associated controls in the division. Work with Senior Business Control Managers to establish processes to monitor and report on the performance of risk mitigating controls (e.g. if policies and procedures are being followed, if sign off limits are being exceeded etc Provide recommendations to remediate risk exceptions and assist with the implementation of remediation plans. Coordinate the completion of risk mitigating actions and providing status updates of open/closed issues to senior management and second line risk management functions. Respond to Internal Audit and Regulators as necessary to help support Commercial Banking activities. Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2LOD and 3LOD to strengthen the control environment and enhance risk management practices. Provide guidance on Control Standards to ensure compliance-related controls are documented in line with the standards. Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent Minimum 8-10 years managing projects Minimum 8-10 years within or related to financial services Additional Qualifications MBA, JD, or other advanced degree (e.g., JD, MBA, Masters, etc.) preferred 8 years of experience managing projects 7 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Diverse problem solving experience An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), work well in cross-functional teams Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** The Director of Finance - Global Commercial Services partners with Lending Product Team to drive financial performance and the organization's growth agenda. This role blends strategic planning with hands-on analytics, spanning monthly forecasting, reporting, and ownership of analytical and technical workstreams that deliver clear, actionable insights. Success in this role requires strong technical skills, sound judgment, and the ability to communicate complex analyses to senior stakeholders. **Key Responsibilities:** + Serve as the central finance partner for GCS Lending, providing proactive, consultative support to the organization. + Own the month-end reporting process for card lending, including maintenance and ongoing enhancement of reporting dashboards. + Partner with Product and Risk Management teams to quantify business transformation opportunities and ensure alignment with DS&A forecasting processes. + Explore potential benefits of agentic AI to enhance processes and analytics + Develop clear performance narratives and support preparation of senior management presentations. + Drive lending analytics to identify underlying trends, risks, and growth opportunities. + Deliver high-quality stakeholder support by responding to inquiries and resolving issues efficiently. **Minimum Qualifications:** + 5 years of experience + Experience with end-to-end reporting and planning for the Business Line of Credit, including month-end close, outlooks, and Plan/LRP. + Demonstrated ability to operate effectively in ambiguous environments and translate broad business questions into actionable analyses + Strong capability to connect analytical insights to financial outcomes and influence business decisions + Lead and develop a team of two managers and one analyst, fostering collaboration, accountability, and professional growth. + Excellent communication skills, with experience engaging and presenting to senior leaders + Learning agility, flexibility, and comfort adapting to changing priorities + Proven ability to manage multiple priorities and meet deadlines + Strong organizational and time-management skills + Ability to work independently while collaborating effectively within a team + Bachelor's degree in Finance, Economics, or a related field **Preferred qualifications:** + Strong understanding of lending economics + Familiarity with TM1, SQL, and other programming languages **Qualifications** Salary Range: $123,000.00 to $215,250.00 annually bonus equity (if applicable) benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Finance **Primary Location:** US-New York-New York **Schedule** Full-time **Req ID:** 26000786

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? The Director of Finance - Global Commercial Services partners with Lending Product Team to drive financial performance and the organization's growth agenda. This role blends strategic planning with hands-on analytics, spanning monthly forecasting, reporting, and ownership of analytical and technical workstreams that deliver clear, actionable insights. Success in this role requires strong technical skills, sound judgment, and the ability to communicate complex analyses to senior stakeholders. Key Responsibilities: Serve as the central finance partner for GCS Lending, providing proactive, consultative support to the organization. Own the month-end reporting process for card lending, including maintenance and ongoing enhancement of reporting dashboards. Partner with Product and Risk Management teams to quantify business transformation opportunities and ensure alignment with DS&A forecasting processes. Explore potential benefits of agentic AI to enhance processes and analytics Develop clear performance narratives and support preparation of senior management presentations. Drive lending analytics to identify underlying trends, risks, and growth opportunities. Deliver high-quality stakeholder support by responding to inquiries and resolving issues efficiently. Minimum Qualifications: 5+ years of experience Experience with end-to-end reporting and planning for the Business Line of Credit, including month-end close, outlooks, and Plan/LRP. Demonstrated ability to operate effectively in ambiguous environments and translate broad business questions into actionable analyses Strong capability to connect analytical insights to financial outcomes and influence business decisions Lead and develop a team of two managers and one analyst, fostering collaboration, accountability, and professional growth. Excellent communication skills, with experience engaging and presenting to senior leaders Learning agility, flexibility, and comfort adapting to changing priorities Proven ability to manage multiple priorities and meet deadlines Strong organizational and time-management skills Ability to work independently while collaborating effectively within a team Bachelor's degree in Finance, Economics, or a related field Preferred qualifications: * Strong understanding of lending economics * Familiarity with TM1, SQL, and other programming languages Salary Range: $123,000.00 to $215,250.00 annually + bonus + equity (if applicable) + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

An Official website of the Commonwealth of Massachusetts Reporting to the Chief Financial Officer (CFO), the Treasurer is a senior member of the Finance Department. This role involves a high degree of responsibility and the opportunity to make a meaningful impact, with accuracy being essential due to the role's financial significance. The Treasurer is responsible for all MSBA funds and investments, managing cash and investment activities, banking relationships, and cash flows in a fiscally prudent manner and in accordance with applicable state laws and MSBA policies. The Treasurer reports on MSBA cash and investment balances, debt, receipts and disbursement of funds and manages the MSBA's debt portfolio including overseeing the issuance of new debt and realizing debt savings by optimizing refunding opportunities. Qualifications Manage and oversee weekly processing of all MSBA financial obligations, including approximately $1B in annual grant payments to districts. Receive, record, and report monthly sales tax revenues. Monitor cash activity to ensure timely processing and accurate recording in the accounting system. Prepare, update, and report on grant payments and capital pipeline funding to support budgeting, borrowing schedules, and investment planning. Prepare wire instructions for payroll, OPEB funding, and other transfers as directed. Implement, review, and update internal control policies and procedures. Conduct periodic review of general ledger accounts, ensuring accuracy and completeness; collaborate with Finance to resolve variances. Debt Management Manage and report all debt activities, including negotiating borrowings, preparing documentation and notes, and reporting results to the Board; ensure compliance with disclosure requirements. Manage the MSBA debt portfolio and ensure adequate debt service coverage pursuant to bond indentures. Monitor primary and secondary market activity for MSBA-issued securities. Maintain and update debt portfolio; analyze and recommend refunding or defeasance opportunities for cost savings. Review and update the MSBA Debt Management Policy. Manage monthly revenue set-asides, transfers, and payments with the bond trustee in accordance with the trust agreement. In partnership with the CFO, support development of annual and long-term financing plans, collaborating with bond counsel, investment banks, advisors, investors, and rating agencies. Develop and maintain financial models to support recommendations on short- and long-term financing needs. Banking & Investment Management Serve as primary point of contact for MSBA commercial banking relationships; manage account activity and reporting requirements. Invest funds to protect principal, maximize income, and maintain liquidity. Ensure proper protection and custody of funds, securities, and financial instruments in accordance with state finance laws and MSBA Investment Management Policy. Review and update the MSBA Investment Management Policy. Maintain custody of MSBA OPEB trust funds, invest in accordance with trust agreement, and prepare quarterly investment performance reports for the OPEB Trust Committee. Other Duties Maintain and manage MSBA financial contracts (investment advisors, financial advisors, disclosure counsel); prepare bid documents or renewal agreements as needed. Attend and present at MSBA Board meetings, investor meetings, credit agency presentations, and other meetings as required. Perform other duties as assigned. Supervisory Responsibilities Supervise the Assistant Financial Analyst, including recruitment, onboarding, and training. Lead and manage employee performance: set expectations, monitor progress, coach, and ensure compliance with MSBA policies and standards. Required Education, Experience & Skills Bachelor's degree in finance, accounting, economics, or a related field. Minimum 10 years of progressively responsible experience in treasury, public finance, or financial management (government or public sector preferred). 5+ years supervisory experience. Strong knowledge of government finance, public fund investment, and debt issuance. Demonstrated experience issuing municipal debt, including preparation of required documents and presentations. Experience with debt management software and accounting systems. Proficiency in Microsoft Office (Excel, Word, Access, PowerPoint, Outlook); advanced Excel skills required. Strong verbal and written communication skills. Proven success training and managing employees. Ability to work independently and in a team environment. Ability and willingness to travel occasionally and maintain strict confidentiality. Preferred Qualifications Master's degree or professional certification (CPA, CTP, CFA). Experience working with Massachusetts quasi-public agencies or authorities. Knowledge of Massachusetts state and municipal finance laws. Official Title : Treasurer Primary Location Job Construction Agency Mass School Building Authority Schedule Full-time Shift Day Job Posting Oct 31, 2025, 3:52:23 PM Number of Openings 1 Salary 114,821.00 - 129,174.00 Yearly If you have Diversity, Affimative Action or Equal Employment Opportunity questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator : Stacy Patino - ********** Potentially Eligible for a Hybrid Work Schedule : Yes #J-18808-Ljbffr

A leading bank is seeking a Director for their Financial Sponsors Group in Atlanta, GA. The selected candidate will manage relationships with middle market financial sponsors, guiding M&A transactions and engaging with various internal teams. With a focus on strategic relationship management and market analysis, this role requires 10+ years of experience in investment banking and strong communication skills. The position offers opportunities for autonomy and advancement, along with competitive pay and benefits. #J-18808-Ljbffr

Citizens issearching for a Director in our Financial Sponsors Group with a desire to work in an entrepreneurial, growing organization. This person would be responsible for leading coverage of 25 to 30 U.S. middle market financial sponsors. You would work closely with partners in M&A and Corporate Finance industry coverage with a primary focus on originating and executing sellside and buyside M&A transactions for your financial sponsor client base. Depending on your clients and their portfolio activity, you may also work with Citizens' partners in Debt Capital Markets, Equity Capital Markets, Global Markets (interest rate derivatives and FX), Private Banking and Wealth, Structured Products, Treasury Management or other groups to holistically deliver the bank for your sponsor clients. This is an attractive opportunity for a senior banker looking for more autonomy, career advancement, and to be a key contributor within a rising, fast-paced group with competitive pay and benefits. Primary responsibilities include Relationship management throughout the entire firm for each of your sponsors, including senior partners and firm management, investment teams, business development (where applicable), capital markets (where applicable) and finance / accounting. Maintain consistent engagement with key personnel at each sponsor in close coordination with internal coverage and product partners. Proactively cover relevant individuals, their portfolio companies and key investment focus areas to drive strategic dialogue and position Citizens to originate and execute M&A advisory, DCM / Debt placements and other opportunities. Architect strategic ideas, research industry notes and trends to present to clients as well as internal risk management. Collaborate on cross-sell efforts with Citizens' coverage and product bankers Prepare and present offering materials to potential investors, negotiate critical structural elements with client and investors Attend industry related conferences to support existing relationships and foster new relationships Liaise with risk management to ensure that appropriate credit and market risks are identified and addressed Maintain effective license to operate by sustaining a high level of trust and confidence by senior line and risk management Qualifications Demonstrated, long-term client relationships with Financial Sponsors Minimum 10+ years' experience in Investment Banking and/or Capital Markets with a top ranked investment bank or commercial bank Proven transaction experience across M&A advisory, debt capital markets and/or equity capital markets Understanding of how to work with key coverage and product partners to proactively lead with value-added ideas to identify, win and executed on transaction opportunities. Effective verbal and written communication and influencing skills Highly organized with ability to multi-task Strong credit acumen with superior market risk knowledge Education, Certifications and/or Other Professional Credentials 4-year degree from an accredited university Master's degree preferred, but not required Series 79 & 63 licenses Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. #J-18808-Ljbffr