Portfolio manager jobs in Arizona - 418 jobs

Holualoa is seeking a Finance Manager. The Finance Manager will support the Chief Financial Officer in a broad range of tasks. This position will serve as a resource for financial matters to other members of the Finance Team as well as company Principals. The Finance Manager supports Holualoa's investment, financing, and disposition activities by overseeing loan coordination, financial analysis, and key reporting functions. This role serves as a critical link between lenders, brokers, internal teams, and external partners, ensuring accurate financial information, smooth transactions, and proactive management of the portfolio's financial performance. Holualoa is a privately held real estate investment and development firm with a long-term, owner-operator mindset. The firm emphasizes disciplined investing, rigorous underwriting, and hands-on asset management. The culture is collaborative, entrepreneurial, and performance-driven, offering significant responsibility and opportunities for career growth. Key Responsibilities Transactions Financing Coordinate with lenders and loan brokers on upcoming financing opportunities, loan requests, and property operating performance. Participate in the review of loan documents Track upcoming loan maturities and extensions; identify refinance opportunities based on property performance and market conditions. Acquisitions & Sales Review purchase and sale agreements Review settlement statements and prorations Financial Analysis Work closely with the Financial Analyst to prepare and review key financial reporting, including: Portfolio valuations Quarterly investor reporting Distribution calculations Cashflow forecasts at the asset, entity, and portfolio level Covenant calculations Ad hoc financial projects, models, or research as needed to support decision-making Qualifications Bachelor's degree in finance, accounting, real estate, or related field. 5-7+ years of experience in commercial real estate finance, investment, transactions, or related roles. Advanced Excel skills; proficiency with financial models and cashflow forecasting. Strong analytical, organizational, and communication skills. Ability to manage multiple deadlines and work collaboratively across teams.

About Savills Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise. Find your place to thrive. No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple: Be extraordinary, together. About the Role Savills North America is hiring a Finance Manager to support its Global Occupier Services platform. This role will lead forecasting, revenue tracking and operational accounting for the Transaction Management and Project Management business lines. The position is hybrid and based in either the Tampa or Dallas office, and the ideal candidate will bring a minimum of seven years of experience in corporate finance, accounting or operations. KEY RESPONSIBILITIES Own yearly and quarterly revenue forecasting and the tracking of all actuals for Transaction Management and Project Management business lines Provide presentation and board meeting support to senior management through preparation of customized financial reports and data analysis Create, maintain, and optimize templatesand workflows to maximize operational efficiency across Global Occupier Services Provide regular revenue and expenditure updates to internal and external clients Oversee operational accounting processes for the Transaction Management and ProjectManagement business lines Deliver ad-hocfinancial and operational reports to seniormanagement, providing timelyinsights to support strategic planning Develop and maintain revenuetrackers to ensure accurateaccruals for client rebate obligations Calculate rebates and coordinate disbursements to clients Calculate and coordinate payment of monthly and quarterly bonuses Drive accounts receivable Enter deals into Salesforce, coordinate revisions, and ensure all necessary documentation is obtained and approved. Create and track invoices, including timing of second-half submissions, and coordinate with relevant teams to ensure timely deal processing. Monitor and track past due payments, record received payments, and complete monthly reports by liaising with various stakeholders to secure ETAs on outstanding payments. Coordinate payments to third-party co-brokers, manage vendor setups, and handle inquiries regarding third-party payments. Update the work in process tracker to reflect deals that need review in the weekly meeting. QUALIFICATIONS Bachelor's degree in Finance, Accounting, Business Administration or related disciplines 7 years of finance and/or similar operational experience Advanced Excel skills with the ability to manage large data sets from multiple sources Experience with PowerBI and Salesforce preferred but not required Able to assess risk, make calls and move work forward in ambiguous or evolving scenarios Must be detail oriented and demonstrate excellent analytical skills Must be comfortable communicating with all levels of the organization, including the C-Suite Ability to successfully perform under pressure and meet deadlines while managing multiple projects Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteranstatus, or any other protectedcharacteristic. Savills participates in the E-Verify program.

Job Type: Full-Time The Role: As a Credit Manager II at QXO, you'll play a key role in driving profitable growth-balancing credit risk and customer relationships while managing accounts and supporting sales success. What you'll do: Drive profitable sales growth by managing customer credit accounts, extending credit within established guidelines, and ensuring timely collection of receivables. Monitor account activity to identify credit risks, assess payment performance, and recommend credit limit adjustments or escalations as needed. Communicate directly with customers to resolve disputes, negotiate payment arrangements, and reduce delinquent balances while maintaining strong business relationships. Partner with sales, branch, and operations teams to align on customer strategy, support account growth, and balance credit risk with sales objectives. Prepare and analyze aging reports, payment trends, and portfolio metrics to support credit and AR forecasting. Assist management in evaluating high-risk accounts and supporting escalations when necessary. Ensure compliance with state lien and bond laws by maintaining accurate project information, securing preliminary notices, and tracking deadlines to protect company lien rights. Perform duties in a hybrid environment, working both remotely and on-site at local branches as needed. What you'll bring: Bachelor's degree in business or a related field preferred 5+ years of credit and collections experience Customer-focused and able to build strong relationships Results-driven, with the ability to grow sales while mitigating risk and securing the company's financial position Experienced in mechanics liens, payment bonds, and UCCs (preferred) Strong interpersonal, presentation, and negotiation skills Experience in building materials distribution or the construction industry preferred Working knowledge of accounting and finance fundamentals; familiarity with lien and bond procedures is a plus Proficiency in Microsoft Office Suite Excellent written and verbal communication skills Occasional travel required for business purposes What you'll earn: 401(k) with employer match Medical, dental, and vision insurance PTO, company holidays, and parental leave Paid training and certifications Legal assistance and identity protection Pet insurance Employee assistance program (EAP) About the company QXO is the largest publicly traded distributor of roofing, waterproofing, and complementary building products in the United States. The company aims to become the tech-enabled leader in the $800 billion building products distribution industry and generate outsized value for shareholders. QXO is targeting $50 billion in annual revenues within the next decade through accretive acquisitions and organic growth. QXO is an Equal Opportunity Employer. We value diversity and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other protected status.

STORE Capital Advisors, LLC is seeking a Portfolio Manager to join our Underwriting and Portfolio Management team. How you will contribute to STORE's mission: The Portfolio Manager is an integral member of STORE Capital's Portfolio Management team, focused on maintaining and maximizing the health of our $16 billion net-lease portfolio. This role is responsible for analyzing tenant and property financials, reviewing industry and customer related performance trends, and assessing risks and opportunities across the portfolio. The Portfolio Manager will be responsible for a subset of the portfolio while working closely with internal teams to provide insights that drive resolutions and portfolio performance. What will make you successful (Qualifications) * 3-5 years of experience working in a commercial real estate investment firm, with at least 3 years' knowledge of corporate credit analysis. Experience managing portfolios of commercial properties is preferred * Bachelor's Degree preferably in Business, Finance, and or related area required * Experience with value-add investment strategies, including development, and re-positioning assets. * Proficiency with valuation modeling and financial underwriting * Exceptional quantitative, analytical, and problem-solving skills * Ability to understand and interpret sophisticated corporate financial concepts, including Income Statements, Balance Sheets, and Cash Flow Statements * Ability to think critically, prepare financial analysis and determine the creditworthiness of a company as a tenant * Excellent written and oral communication skills * Self-starter with the capacity to work independently while possessing a team attitude and willingness to learn. * Effective at time and task management * Ability to work under tight deadlines, prioritize and deliver quality work under pressure. What most days will include (Primary Duties) * Managing and analyzing the financial health of STORE's customers, conducting detailed portfolio analysis and preparing reports. Included in the analysis is a comparison of different industries, consideration of historic trends, and an understanding of financial metrics and regulatory/legal restrictions that may impact the portfolio. * Assists in the management of all aspects of STORE's lease portfolio, including performing as well as at risk customers. Create and implement action plans for resolving distressed leases and defaults, including restructures, forbearances, bankruptcies, workouts, legal action, settlements, foreclosures, liquidations, note sales, and other actions. Negotiate with tenants, borrowers and guarantors to arrive at best possible resolutions and recovery. * Prepare and present monthly performance of the assigned portfolio to Executive Leadership Team, documenting the financial health, identifying potential issues, and resolution and anticipated recovery of troubled assets. Prepare other management reports as required. * Leverage Excel and credit analysis to produce presentation-quality analysis and models for individual properties as well as portfolios to support investment or disposition decisions. * Perform leasing and sales activities for vacant assets in STORE's investment portfolio. * Prepare and present credit memorandums regarding servicing requests from Tenants that may impact the credit quality of STORE's portfolio. * Perform other duties and projects as assigned. What's in STORE for you (Benefits & Perks) * Competitive Pay and Long-Term Pay Incentives * Hybrid Work Schedule/Time Flexibility * Comprehensive Health Benefits w/ $0 Cost Employee Benefit Plan Options * Employer Sponsored Life and Disability Policies * Generous Paid Time Off Program and Paid Parental Leave * Paid Volunteer Time Off * Thirteen (13) Paid Holidays Per Year * 401(k) Profit Sharing Plan with 4% match; with NO vesting schedule * Employee Wellness Program * Employee Training Reimbursement Program * Employer Sponsored Electric Vehicle (EV) Charging Program STORE Capital Advisors, LLC is a proud equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, sex, age, disability, or any other status protected by law. It is our intention that all qualified applicants be given equal opportunity and that selection decisions be based on job-related factors. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Do you pride yourself on taking initiative, managing yourself, and just getting the job done? Tired of your current boss or manager up in your business all the time? Want to be treated like an adult? If so, we've been searching for someone exactly like YOU. At Heywood Community Management, we value people who just want to: 1. Show up 2. Work hard 3. Have fun 4. Get the job done No drama! Our management style empowers the go-getters to get things done. Property Managers (for HOA & Condos) at our company are responsible for managing a book of business, taking care of client's needs, and building relationships for long-term retention. Responsibilities -------- As a Portfolio Community Manager, you will: Manage Operations: Oversee a portfolio of HOA and Condo associations Exceed Client Expectations: Determine, maintain, and provide results that go beyond what the clients expect Support Board Members: Offer administrative, operational, and managerial support and advice Vendor Management: Assist in hiring, overseeing, and approving vendors' work and payments Budget Management: Handle budgetary items and aid in creating and maintaining operating expenses Educate Stakeholders: Engage with board members and homeowners in-person, over the phone, and via email, keeping them informed and educated Customer Service: Provide prompt responses to all inquiries and ensure all tasks and procedures are completed to satisfaction Documentation Handling: Read, understand, and be knowledgeable of client operative documents and maintain corporate records in alignment with company policies Qualifications -------- - Ability to multi-task and prioritize tasks - Excellent typing skills (55+WPM) - Proficient in the use of desktop PC, Windows - Proficient use of internet-based databases and apps - Superb communication skills: oral, written, and listening - Strong understand of Microsoft Office suite of tools - Willingness to learn from co-workers and eagerness to share your experiences - A go-getter attitude with the ability to learn on-the-job Who this job is perfect for: -------- - Individuals passionate about community management, particularly within HOA & Condos. - Professionals with a commitment to exceeding client expectations and maintaining community standards. - Those proficient with Microsoft Tool Suite, smartphone apps, and project management tools. - Candidates with strong self-motivation, time management, and excellent communication skills. - Persons interested in long-term growth and stable employment within an established, community-focused company. - Individuals with or willing to gain knowledge in construction management and conflict resolution. Who this job IS NOT for: -------- - People who lack initiative and the drive to take personal responsibility for delivering quality work. - Those not committed to prompt replies, attention to detail, and thorough customer service. - Individuals uncomfortable with enforcing rules & deed restrictions, or managing budgetary items. - Candidates without the desired computer skills, including proficiency with basic software like Word or Excel - Persons looking for short-term employment or not aligned with the company's focus on long-term retention. About Heywood Community Management (The company) -------- We're all about long-term retention and stability. Our average client has been with us for 15+ years; our longest 50+ years. Our average employee tenure is 10+ years, with many surpassing 20+ years. What does this mean for you? A stable place for meaningful work. We manage HOA & Condo communities. We work for community leaders. They're unpaid volunteers, so we're hired to get stuff done on their behalf. Things like hiring and managing vendors, collecting assessments, managing and accounting for their money, and more. Some days it's great, other days it's boring. But at the end of the day, our goal is to take care of our clients by providing a personalized and consistent level of service that they can't get anywhere else. The key to long-term client retention is continuity, consistent effort, and speed to action. Our competitors are big, bloated, and driven by numbers and charts. They value their clients like a row on an excel sheet - calculated. Our clients are worth more than the amount they pay us each month. We value them as if we were a member of their team. If you want a place of employment where you can plant your flag and do good work, apply today! p.s. We don't hire Community Managers via job posts often. So if you see this post online, apply before we close it up! ---- Job Type: Full Time Salary: DOE based on experience

The Portfolio Strategy Manager will serve as the functional lead for the firm's centralized trading consulting platform, overseeing all portfolio consulting deliverables and acting as the day-to-day point of contact for the firm's financial advisors utilizing these services. This individual will combine robust expertise in asset allocation and portfolio construction with process discipline and cross-functional collaboration to ensure advisors and clients receive accurate, timely, and high-quality portfolio strategy support consistent with the firm's investment philosophy, risk management standards, and service level agreements. This is a hybrid role (hybrid for Parallel means 3x/week in office) in either our Dallas or Scottsdale office. Key Responsibilities: Centralized Trading Consulting Platform Leadership Participate in the development and refinement of the firm's centralized trading portfolio consulting program tailored for UHNW clients. ($5M & above) Manage portfolio consulting workflows including household-level strategy design and rebalancing recommendations in alignment with client objectives, tax considerations and investment policy statements. Act as the primary liaison between advisors and the Head of Research and Trading to ensure portfolio consulting recommendations are executed accurately and in accordance with SLAs) Investment Strategy, Due Diligence & Risk Management Collaborate with the Head of Research & Trading, Director of Private Markets & the Firm's Investment Committee to translate macroeconomic and market outlooks into actionable portfolio positioning recommendations consistent with the firm's investment philosophy. Partner with Head of Research & Trading, Director of Private Markets and third-party research teams to evaluate investment products and incorporate them into portfolio frameworks. Identify risks associated with portfolio consulting activities and propose mitigation strategies and collaborate with the Head of Research & Trading and the Chief Compliance Officer on portfolio monitoring exercises outside of trade execution. Advisor & Client Support Field advisor questions on capital markets trends and provide advisors with advanced guidance on asset allocation and portfolio implementation. Support client and prospect meetings for larger or more complex relationships as needed, serving as subject matter expert on portfolio strategy. Serve as the advisor-facing expert on the firm's portfolio analysis tools (BlackRock 360, YCharts and Kwanti) to support decision-making and portfolio monitoring. Qualifications: Bachelor's degree Active, current series 65 license or equivalent CFA/CAIA or progress toward designation a plus 5-8+ years of experience in investment strategy, asset allocation, or portfolio construction-ideally within an established RIA, family office, or private bank. Strong grasp of capital markets trends, investment vehicles (mutual funds, ETFs, SMAs, private markets), and implementation best practices. Experience managing portfolio consulting initiatives at scale is strongly preferred. Proficiency with portfolio analytics tools and financial software. Excellent communication skills, with the ability to distill complex investment concepts into clear, compelling narratives for clients and advisors. Highly collaborative, detail-oriented, and intellectually curious, with a strong sense of accountability and ownership. Proven ability to manage, guide and mentor direct reports Deep client empathy, sound judgment, and a high degree of discretion and professionalism. Company: Parallel Advisors, LLC Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Nevada, North Carolina, Ohio, and Texas. To enhance our clients' futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including their future financial goals. With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations - including savings directives, insurance requirements, and investment strategies - flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future. We offer our clients an open array of investment solutions, fee-based, and independent of any proprietary platforms. At Parallel, we combine the best advisors and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience. Parallel Advisors, LLC is an Equal Opportunity Employer.

With direction and supervision from department head, provides direct support to Relationship Manager(s) to develop and analyze all relevant credit information pertaining to a wide variety of commercial real estate loans. Prepares, or assists in the preparation of Credit Authorizations in accordance with the Bank's policies and procedures for presentation to senior credit personnel and/or credit committees. Prepares detailed collateral analysis and coordinates appraisal and third party analysis. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares thorough analysis of business and/or personal financial statements, and presents facts and is expected to provide personal analytical opinions, as appropriate, concerning creditworthiness of existing borrowers and prospects. ESSENTIAL DUTIES AND RESPONSIBILITIES Interacts directly with relationship managers, loan officers and customers/prospects regarding a wide range of loans. Maintains an assigned/delegate loan portfolio as the primary relationship officer. Must prepare accurate financial statement spreadsheets and debt service analysis derived from business and personal accurate Credit Authorizations in conjunction with loan officers, and presents a complete and thorough analysis financial statements and tax returns. Prepares of existing and potential borrowers. Recognize and act on customer prospects; cross sell opportunities with existing customers. Make proper referral of loan opportunities to lending personnel. Interacts independently and without direction with customers/prospects to request financial information to complete spreading presentations and other financial analysis. Reviews loan agreement covenants for verification of the borrower's compliance thereto. Accurately prepares financial projections as required. Maintains an accurate, up-to-date tracking log of all activity and credit arrangements in process. Collects industry information relevant to existing and proposed borrowers using internal & external sources. Consults with relationship manager(s), loan officer(s), the Chief Lending Officer, and other Credit Administration officers on credit structure, pricing, collateral and other credit consideration issues. Works with clients in regards to past due payments/loan maturities. Conducts trade and reference checks on customers/prospects. Reviews documentation to ensure compliance with Bank policy and procedures. ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS A Bachelor's degree from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. Strong, intermediate knowledge of accounting principles, tax return analysis and analytical interpretation of balance sheet and income statement analysis and cash flow. Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Ability to define problems, collect data, establish facts and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Strong working knowledge of Microsoft Word and Excel and other financial analysis software programs. Intermediate working knowledge of loan documentation. Must be able to handle a strong volume of work flow from various sources. Ability to maintain confidentiality of all bank and client information. COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated

About the Team Portfolio Managers (PMs) are responsible for our inventory from acquisition close of escrow to final resale. The portfolio manager's task impact is one of the largest drivers of the company's Profit and Loss (P&L) that an individual contributor at Opendoor can make. Portfolio Managers are responsible for up to 300 properties directly under their supervision, working closely with Listing Partners and Homes Ops teams, guiding resale decisions while Opendoor owns the properties. What You Will Do Setting Initial List Prices (ILP): Determine the value of Opendoor's acquired properties based on market changes since acquisition and the home condition after renovations. Calculate markup based on active and closed competition as well as submarket resale indicators. Price Drops (PDs) and Weekly Triages: Make highly-informed decisions on a weekly basis regarding any necessary price drops for hundreds of homes, by interpreting data and market-level demand signals received. Balance total cost of renovations against a price drop to determine if any homes that received buyer feedback require additional renovations by the Homes team. List Price Reviews (LPRs): Review property values every 30 days to adjust markup based on changes in the resale environment. Buyer Offer Escalations: Evaluate buyer bids below the calculated price based on resale demand data, previous offers, and local market signals, to determine if offer value is fair or should be denied. Appraisals: Assess external appraisals that differ from our valuation to confirm if appraisal value is fair/unfair. Make recommendations for negotiating contributions from the buyer or placing the property back on the market as appropriate. What You Bring At least 3 years of experience in making difficult pricing decisions as either a Pricing Analyst, Options Trader, Single Family Rental manager (REIT), Mortgage Credit Risk Manager, Pricing Strategist, or Real Estate Asset Manager. Expertise in the markets that you operate. Proven ability to review large amounts of data to guide effective and impactful decision-making Experience with Excel and Amazon Quicksight for data analysis Coachability - Willingness to be trained in Opendoor Pricing products and tools Ability to prioritize work load activities and complete tasks within deadlines Excellent verbal, written, and interpersonal communication skills Excellent collaboration skills with team members and portfolio stakeholders (ex. S&S) Compensation: Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. base pay range for this position in Phoenix, Arizona is $75,000 - $94,000 annually. Pay within this range varies by work location and may also depend on job-related knowledge, skills, and experience. Your recruiter can share more about the specific salary range for the job location during the hiring process. We also offer a comprehensive package of benefits including paid time off, 12 paid holidays per year, medical/dental/vision insurance, basic life insurance, and 401(k) to eligible employees. #LI-LS #LI-Onsite At Opendoor our mission is to tilt the world in favor of homeowners and those who aim to become one. Homeownership matters. It's how people build wealth, stability, and community. It's how families put down roots, how neighborhoods strengthen, how the future gets built. We're building the modern system of homeownership giving people the freedom to buy and sell on their own terms. We've built an end-to-end online experience that has already helped thousands of people and we're just getting started.

In conjunction with the Regional Manager and Board of Directors, the Portfolio Manager will manage the business of the associations assigned to deliver exceptional services and solutions that enhance the value of the property and the lifestyle of the residents. Compensation: $65k annually FirstService Residential will compensate the successful candidate in accordance with the posted range. The salary or wage paid to the successful candidate will be commensurate with experience, education, and specific job responsibilities. For positions designated at a client's property, the salary or wage will also be premised upon the client's directive. The base pay range is subject to change and may be modified in the future. Your Responsibilities: * Responsible for operations and administrative management of assigned communities * Recommend and implement procedures that ensure compliance with federal, state, and local laws as well as with all community association governing documents and policies * Track non-compliance/violation issues, send appropriate notices according to established policies * Review invoices daily * Manage architectural control process ensuring compliance with established design guidelines and policies for design review * Inspect building and exterior common areas, building systems, landscape and other common amenities and then ensure necessary repair and maintenance activities are conducted in a timely manner * Perform compliance/violation tours in accordance with the Association's compliance policy * Attend monthly landscape walks and other vendor meetings as necessary * Establish, draft, execute and supervise community annual budget, manage capital improvements, review monthly financial statements, prepare variance reporting, monitor community A/P, delinquent accounts, approve and code all vendor invoices * Secure competitive contract bids, present comparative bid reviews, supervise and ensure compliance of all executed contract terms and conditions and oversee community and contractor liability insurance requirements * Review monthly financials with the Regional Director and Board when necessary * Plan, organize and assist the Board in conducting Board and annual membership meetings * Attend board meetings as required for each Association Skills and Qualifications: * Financial Literacy * Exceptional interpersonal and communication skills resulting in strong working relationships * Affinity for problem solving with the ability to work through change * Able to identify issues and resolve before problems arise * Able to work independently with little supervision * Superb judgment and decision-making skills * Able to prioritize and adjust to incoming demands Education and Experience: * 5+ years of hospitality/ customer service experience required * CMCA or M100 certification a plus * Property management experience preferred Physical Requirements: * Sit at a desk using a computer in an office setting * Walk and move throughout the community common areas and facilities * Sit and stand for moderate periods of time Supervisory Responsibility: Yes Work Location: Scottsdale Corporate Office; 9000 E Pima Center Pkwy Scottsdale, AZ 85258 Work Hours: Monday - Friday, 8a - 5p with some evenings and weekend Travel Requirements: Some local travel with use of personal vehicle. What We Offer: * 10 company paid holidays * Paid volunteer time * Paid sick and vacation time * Medical, dental, vision * HSA and FSA * Company paid life insurance and Employee Assistance Plan * Supplemental life, disability, accident, critical illness, hospital indemnity * Identity theft, legal services * Pet insurance * 401(k) with company match About us: FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United States and Canada. Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace culture. Our 19,000 associates can count on competitive salaries, top-tier medical, dental, and retirement benefits, career training, and support for continued professional development. Experience exceptional service with a fulfilling career in property management with FirstService Residential. To learn more about our company and culture, visit ************************************** Disclaimer: The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time. FirstService Residential is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws, as well as applicable local ordinances. All offers of employment with FirstService Residential are contingent upon a satisfactory background check.

Job DescriptionOur client has longevity and stability on their side, and they are looking for a strong Sr. Portfolio Manager to oversee all real estate funds. will help drive value and oversee the performance and execution of strategies. What you will do: • Oversee all portfolio management activities • Develop KPIs and financial models as needed • Work with management to provide financial and strategic insights • Work with internal and external stakeholders on various matters • Ensure compliance with internal controls What you will have: • B.S. in Finance or related • M.B.A • Advanced excel • 8+ years of related experience • High attention to detail How To Apply Please respond to this posting with your resume We love recruiting! That is the difference. This is what makes us different from our competition This is a difference you will see immediately This difference is what makes us so successful Let us pass this success on to you Come experience the difference of working with a recruiter that loves what they do! Connect on LinkedIn: ********************************************* See all of our opportunities at ***********************

A national leader in home respiratory and medical equipment services is seeking an experienced and mission-driven Medical Equipment Branch Manager to oversee daily operations at a home healthcare branch in Arizona. This role is ideal for a results-oriented healthcare leader with experience in DME, respiratory therapy, or home healthcare operations who is passionate about operational excellence and patient-centered care. Lead a team that makes a real difference in patients' lives while enjoying competitive compensation, bonus opportunities, and comprehensive benefits. Key Responsibilities Manage day-to-day branch operations to ensure compliance, efficiency, and financial performance Lead, train, and develop a high-performing team delivering respiratory and DME services to patients in their homes Build and maintain strong relationships with referral sources, physicians, and healthcare partners Oversee inventory management, billing documentation, and regulatory compliance (Medicare, Medicaid, and private insurance) Monitor key performance indicators (KPIs) including revenue, expenses, accounts receivable aging, and service metrics Conduct staff training, performance evaluations, and succession planning Ensure timely and accurate patient documentation, including Certificates of Medical Necessity (CMNs) Collaborate with regional leadership and cross-functional teams to support operational and strategic objectives Participate in quality improvement initiatives and accreditation compliance efforts Assist with deliveries, on-call coverage, and patient support as business needs require Required Qualifications Proven experience in healthcare operations or management, preferably in DME or respiratory services Strong knowledge of insurance reimbursement, billing practices, and regulatory compliance Demonstrated leadership, communication, and organizational skills Ability to manage multiple priorities in a fast-paced healthcare environment High school diploma or GED required Valid driver's license with a clean driving record Preferred Qualifications Bachelor's degree in Business, Healthcare Administration, or a related field (or equivalent experience) Experience in home medical equipment (HME), home health, or healthcare operations Familiarity with medical billing, insurance reimbursement, and healthcare regulations Background in healthcare administration or medical record management Minimum of 4 years of related experience Working knowledge of medical terminology Skills & Competencies Strong attention to detail and ability to multitask effectively Excellent verbal and written communication skills Ability to maintain confidentiality and handle sensitive information Strong problem-solving, time management, and organizational skills Ability to work independently and collaboratively within a team environment Technical Skills Proficiency in Microsoft Office (Outlook, Word, Excel) Comfortable using email, internet tools, and standard office equipment Physical Requirements Ability to lift and transport medical equipment as needed Ability to sit, stand, walk, talk, and listen for extended periods Close vision required for reading screens and documentation May be required to drive a company vehicle and participate in on-call rotations Employment Requirements Successful completion of a background check Drug screening, as applicable Valid driver's license with a clean driving record Kavaliro provides Equal Employment Opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Kavaliro is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Kavaliro will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please respond to this posting to connect with a company representative.

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Primary Function The Manager - Investor Reporting is responsible for supervising the preparation of assigned monthly reports and remittances. The ideal candidate will have experience balancing complex trades based upon various cutoff dates as well as experience leading dynamic teams and processes. Direct Reports Team Lead Investor Reporting Sr Investor Reporting Analyst Investor Reporting Analyst II Investor Reporting Analyst Principal Duties Confirm monthly reports are produced and delivered in an accurate and timely manner including but not limited to loan level invoice and remit files while meeting the contractual SLA for each investor with a high rate of accuracy. Resolve any coding issues with reports by working with management to make the necessary changes and update policies and procedures. Teach reporting skills and research methods to the team while constantly looking to improve performance and innovate through automation. Partner with Investor Accounting as well as internal departments to ensure investor record is correctly reflected both in reporting and the system of record. Ensure monthly reconciliation outages are researched and resolved timely and correctly. Work with internal Investor Control team to ensure accurate information is supplied for various audits both internal and external. Confirm reports, and wire requests are being sent timely as it relates to the monthly reporting and remittances. Review reports before they are submitted externally. This includes checks for formatting issues, month-over-month consistency issues, contract billing agreement, full balance roll forward, and large transaction investigation. Coordinate with the department's management to address issues identified so that reoccurring process issues can be remedied. Develops and enhances operational procedures. Perform other duties and special projects as assigned by management. Education and Experience Requirements Bachelor's Degree in Accounting or Finance preferred. 6-8 years of Mortgage Servicing with 3+ years Investor Reporting experience required. Knowledge, Skill, and Ability Requirements Advanced MS Excel experience required including pivot tables, Vlookups and other complex formulas. Proficient in MS Word and PowerPoint SQL or other database reporting experience preferred Servicing Director knowledge a plus Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically. Strong communication skills to interact with Senior Management and other business units. Working understanding of operational risks and related controls. Understanding of RegAB and USAP Guidelines Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! Medical, dental, and vision insurance Health Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave Pet insurance Adoption Assistance Tuition reimbursement Employee Loan Program The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection

The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for underwriting new loans, annual reviews, renewals, loan covenant compliance reviews and financial collection within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. Key Responsibilities: * Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies the portfolio management team leader, senior credit officer and commercial line manager of risks on a timely basis. * Partners with Relationship Managers to: * Meet with current and prospective clients to understand the specific customer requirements and needs. * Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. * Answer client questions; ensure all data is accurate for loan underwriting. * Analyze global cash flow for restaurant, fitness and convenience and gas prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators for enterprise value and real estate related credit requests within established policy, guidelines, and turnaround times. * Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and prepares packages for approval on all new and existing credits. * Assist in the structure of new loans and renewals. * Coordinates closing and booking events. * Monitors industry trends and analyzes specific industry trend data to identify potential areas of risk. * Completes loan covenant compliance and annual loan reviews and review findings. * Completes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s). * Performs all other duties as assigned Qualifications Include: * Bachelors Degree in business, accounting, or finance * At least 5 years of commercial credit experience required (as credit analyst, underwriter, portfolio manager or similar position) * Microsoft Office suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

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? Technology Portfolio Management (TPM), within Enterprise Technology Services, powers technology, business, and product to achieve business and customer value by optimizing technology investments, elevating transparency and enabling decisioning through trusted insights and best in class portfolio and program management. The Senior Manager Portfolio Management will lead portfolio reporting working with senior Technology and business leaders to manage LOB Investment Portfolios and Operating Expense plans with a strategic focus on investment optimization. The successful candidate will have deep investment analytics and financial management experience, relentless attention to detail, executive presentation experience, and the ability to build and leverage positive relationships across diverse teams and partners. This position goes beyond traditional financial analysis and portfolio management, requiring advanced tool proficiency and experience optimizing processes to deliver actionable insights through automation and tooling. Additionally, the successful candidate will require a transformational mindset and the ability to communicate and influence process and tooling requirements to empower new ways of working across TPM with appropriate controls and governance. We are seeking a highly organized, change-minded, top performer with effective communication skills and an ability to challenge the status quo and thrive in a fast-paced environment. Key Responsibilities Include: * Partners with the Portfolio Director to monitor and track portfolio performance against delivery, cost, budget, resource allocation, forecast, schedule, and quality targets, ensuring the successful execution of the portfolio of tech projects * Identifies and addresses resource capacity risks that may affect delivery priorities, proactively managing potential impacts on project timelines and milestone delivery * Takes ownership in managing and ensuring successful financial, delivery and operational outcomes across the portfolio - leveraging data analytics and insights to gather and formulate status updates and escalating delivery risks when needed. * Collaborates closely with finance teams to ensure alignment of budgets, actuals, and forecasts, maintaining financial accuracy and supporting budget management * Plays key role in driving continuous improvement of portfolio processes, identifying, influencing and implementing best practices to enhance overall Portfolio Management efficiency and effectiveness * Builds strong partnerships across technology, product, finance, and business stakeholders to maintain and deliver against technology roadmaps and promote awareness of key decisions. * Develops recommendations by connecting the dots between seemingly disparate conversations, workstreams, and data, while also synthesizing feedback. * Enables Executive leadership decision making through development and presentation of metrics and actionable insights covering areas of operations, delivery, finance and business. * Drives change management needs while enabling process and tool improvements. Minimum Qualifications: * Bachelor's degree in business administration, Finance, Information Technology, and/or comparable experience; advanced degree preferred. * Extensive Data Analytics and Financial modeling experience with advanced technical skills including but not limited to Apptio, Jira, Power BI, advanced Excel, General Ledger, and Amex AI tools (including ChatGPT and Copilot). * Skilled in evaluating and analyzing project portfolios to assess strategic alignment, performance, financial health, and value contribution. * Demonstrated experience leveraging analytics to drive decision-making by synthesizing and visualizing data, then communicating actionable insights through clear, audience-tailored narratives. * Strong relationship building with the ability to collaborate, influence and inspire others at all levels of the organization. * Ability to continuously identify improvement opportunities and implement solutions to optimize processes and systems to improve productivity, financial accuracy, and data quality. Preferred Qualifications: * Ability to execute and maintain high performance under tight timelines and competing demands. * Superb written and verbal communication; advanced or expert PowerPoint and visual presentation skills. * 5+ years of Portfolio or Program Management experience, in a large technology organization with a working knowledge of software development processes and Agile methodologies. * Flexible and adaptable; ability to thrive in ambiguous situations with limited leadership oversight. * Expresses intellectual curiosity with an aptitude and passion to challenge the status quo and problem solve. * Understand linkages between supply and demand spend to provide meaningful, actionable insights and recommendations to ensure Operating Expense and LOB Spend targets are achieved. Salary Range: $103,750.00 to $174,750.00 annually + bonus + 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 United States is required as the company will not pursue visa sponsorship for these positions.

***New Scottsdale, AZ office opening early 2025*** As a Portfolio Lead, you are accountable for excellent service, the smooth functioning of QE Solar projects, and meeting or exceeding the negotiated service-level requirements for every internal and external client engagement. Success will come from your excellent project management skills, familiarity with solar operations & maintenance, financial awareness, human resources and its various disciplines, and working knowledge about the industry each project takes place in. Great Portfolio leads are detail oriented, organized, customer focused, diligent, intellectually curious, adaptable, resilient, comfortable with logistical challenges and possess above-average technical writing and communication skills. Travel Requirements: As needed to meet service-level requirements and for required business meetings Essential Duties & Approximate Commitment of Time Scheduling required calls and meetings; Performing all required project activities & compliance, assigning resources as necessary. Escalates concerns to ensure that projects stay on-track. Track and advise on progress against established project milestones. Track and advise on progress against established project budgets (time, resources, materials, overall costs, etc.). Portfolio Leads are frequently the primary client point of contact (POC) for all day-to-day activities and management of assigned projects in the portfolio. 25% Ensures consistency of outputs against the QE Solar standards and in accordance with client(s) requirements. Project assignments may include, but are not limited to: operational oversight, logistical management/coordination, site audits, communication, etc. 25% Management and oversight of assigned project portfolios and battery storage systems (BESS) including all preventative maintenance, troubleshooting, repairs and operations; Occasional project site visits as well as remote troubleshooting/analysis via smart software platforms. 20% Ensures project continuity in the event resources shift or are re-deployed during a project's life- cycle. Works with Commercial Assets Manager, advisors, consultants, clients, and other QE Solar team members to evolve and continuously improve processes, practices, and services. Presentation and report development using technologies such as PowerPoint, Word, Excel, etc. 15% Moves projects/portfolios ahead through managerial courage, candor, and ability to ‘stand-alone; Ensures that deadlines and project requirements are met or exceeded; Provides daily oversight and direction to field staff; participates in staff hiring, performance management, co aching and training. 10% Knowledge creation, gathering, recording: Updates and maintains technology systems, records, operating processes, procedures, and guidelines; Other responsibilities as directed by upper management. 5% Position Requirements Education Required: Bachelor's Degree, preferably in Engineering, Physics or Environmental Sciences. Or, equivalent combination of education and experience Experience Required: 5+ years of service industry, operational, and project management experience Experience Preferred: 3+ years of managing direct reports; Prior solar/renewables operations experience a plus; Battery storage (BESS) experience a plus Specialized or Technical Knowledge Licenses, Certifications Preferred: PMI certification a plus; Expertise in Excel, Google, MS Office, SmartSheet; Ability to read and understand electrical/mechanical diagrams, project design drawings and other architectural plans/construction documents; Proficient understanding of electrical measurement tools, performance testing procedures and product/software program interfaces; Ability to read and interpret PVSYST models and engineering/design data Inverter and/or BESS manufacturers' certifications (e.g SunGrow, Power Electronics, Solectria, etc), Thermography certifications (Level 1) and IT/networking skills (MODBUS, TCP/IP, FIBER, SCADA, SEL) NABCEP PV Installer Certification a plus Minimum OSHA 30 Certification and completion of NFPA 70E courses CPR/First Aid Functional Knowledge: Strong familiarity with solar, renewables, BESS and other power systems (e.g. 600v-1500v DC systems); Knowledge of National Electrical Code, OSHA and standard design/construction practices; Familiarity troubleshooting and diagnosing issues related to computer networks and data acquisition systems; Some general Human Resources, Labor and Employment Law, Payroll, Benefits, Talent Acquisition/Recruiting, Entrepreneurship, Private Equity, Finance, Auditing are all a plus Company/Industry Related Knowledge: Renewable energy, especially solar and/or photovoltaic systems experience required; Engineering, Life Sciences, Utilities, Private Equity, Financial modeling and Consulting Physical Requirements: Ability to lift 25 pounds Ability to move safely over uneven terrain Ability to sit or drive for prolonged periods Ability to safely climb ladders while carrying 50 pounds Ability to work in extreme weather Job-specific Competencies: In addition to the specific work experience and skills, QE Solar also seeks someone with the qualities listed below: Exceptional work ethic, with strong values and principles Able to work well independently and with minimal supervision Willingness to work irregular schedules to meet client/project deadlines Exceptionally strong communication skills, both written and verbal, interpersonal, and teamwork skills A firm commitment to client, team, and organization success Flexible and accommodating and able to go above and beyond the basic expectations when required High follow-up and organizational skills Detailed-oriented, with attention to detail for tasks that have zero tolerance for errors Curiosity Candor and transparency QE Solar offers incredible benefits! We enjoy: 100% paid employee premium on health benefits; additional dependents at low costs and great plans for Health, Dental, Vision, FSA or HSA Wellbeing and Employee Assistance Perks at Work Marketplace for discounts on gym memberships, classes, tech, vacations, tickets, and more Family Building and Adoption Assistance Programs Learning & Development Opportunities Discounted Life & Disability Insurance MUST POSSESS A VALID DRIVER LICENSE Workplace Type: Onsite Salary Range: $70,000 - $80,000 per year Employment Type: Full-time Location: Scottsdale, Arizona, United States Statement to all Third-Party Agencies and Similar Organizations: QE Solar accepts resumes only from contracted recruiting agencies with formal service agreements. Please do not send unsolicited resumes or outreach emails to our QE Solar employees, hiring managers, or team members without expressed consent or contract for services. QE Solar is not responsible for any fees or charges associated with unsolicited resumes or services.

Job Description We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors. This role offers the opportunity to work with some of the world's leading hedge funds, private equity firms, venture capital groups, and alternative asset managers and insurance in a dynamic international environment. You will advise clients on U.S. and international tax matters, support compliance efforts, and provide insight on structuring, transactions, and regulatory reporting. Key Responsibilities: Manage U.S. tax compliance and consulting engagements for partnerships, corporations, and other entities in the asset management industry Review and prepare U.S. tax returns and forms including but not limited to: Form 1065, Form 1120, Form 1120-F, Form 1040-NR Form 5471, Form 8865, Form 8858, Form 8938, Form 1118, Form 8621 FATCA and CRS-related reporting Analyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rules Assist clients with tax structuring and cross-border planning including inbound and outbound investment strategies Prepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedules Advise on fund formation, investment structuring, and exit planning Liaise with clients, legal counsel, auditors, and tax authorities as needed Supervise and mentor junior staff, and manage project timelines and deliverables Monitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshore Qualifications: CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation Minimum of 212+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax team Extensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clients Strong technical knowledge of U.S. federal income tax and cross-border taxation matters Working knowledge of common structures including master-feeder funds, blockers, and offshore investment vehicles Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset Excellent interpersonal and project management skills What the Role Offers: Relocation support, including accommodation, transportation, and flights for the candidate and their family. Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents. Tax-free or low-tax jurisdiction employment Exposure to top-tier global clients and complex international tax issues Opportunity to live and work in premier financial hubs with high quality of life Note: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.

The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for underwriting new loans, annual reviews, renewals, loan covenant compliance reviews and financial collection within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. Key Responsibilities: Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies the portfolio management team leader, senior credit officer and commercial line manager of risks on a timely basis. Partners with Relationship Managers to: Meet with current and prospective clients to understand the specific customer requirements and needs. Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. Answer client questions; ensure all data is accurate for loan underwriting. Analyze global cash flow for restaurant, fitness and convenience and gas prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators for enterprise value and real estate related credit requests within established policy, guidelines, and turnaround times. Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and prepares packages for approval on all new and existing credits. Assist in the structure of new loans and renewals. Coordinates closing and booking events. Monitors industry trends and analyzes specific industry trend data to identify potential areas of risk. Completes loan covenant compliance and annual loan reviews and review findings. Completes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s). Performs all other duties as assigned Qualifications Include: Bachelors Degree in business, accounting, or finance At least 5 years of commercial credit experience required (as credit analyst, underwriter, portfolio manager or similar position) Microsoft Office suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

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?** Technology Portfolio Management (TPM), within Enterprise Technology Services, powers technology, business, and product to achieve business and customer value by optimizing technology investments, elevating transparency and enabling decisioning through trusted insights and best in class portfolio and program management. The Senior Manager Portfolio Management will lead portfolio reporting working with senior Technology and business leaders to manage LOB Investment Portfolios and Operating Expense plans with a strategic focus on investment optimization. The successful candidate will have deep investment analytics and financial management experience, relentless attention to detail, executive presentation experience, and the ability to build and leverage positive relationships across diverse teams and partners. This position goes beyond traditional financial analysis and portfolio management, requiring advanced tool proficiency and experience optimizing processes to deliver actionable insights through automation and tooling. Additionally, the successful candidate will require a transformational mindset and the ability to communicate and influence process and tooling requirements to empower new ways of working across TPM with appropriate controls and governance. We are seeking a highly organized, change-minded, top performer with effective communication skills and an ability to challenge the status quo and thrive in a fast-paced environment. **Key Responsibilities Include:** * Partners with the Portfolio Director to monitor and track portfolio performance against delivery, cost, budget, resource allocation, forecast, schedule, and quality targets, ensuring the successful execution of the portfolio of tech projects * Identifies and addresses resource capacity risks that may affect delivery priorities, proactively managing potential impacts on project timelines and milestone delivery * Takes ownership in managing and ensuring successful financial, delivery and operational outcomes across the portfolio - leveraging data analytics and insights to gather and formulate status updates and escalating delivery risks when needed. * Collaborates closely with finance teams to ensure alignment of budgets, actuals, and forecasts, maintaining financial accuracy and supporting budget management * Plays key role in driving continuous improvement of portfolio processes, identifying, influencing and implementing best practices to enhance overall Portfolio Management efficiency and effectiveness * Builds strong partnerships across technology, product, finance, and business stakeholders to maintain and deliver against technology roadmaps and promote awareness of key decisions. * Develops recommendations by connecting the dots between seemingly disparate conversations, workstreams, and data, while also synthesizing feedback. * Enables Executive leadership decision making through development and presentation of metrics and actionable insights covering areas of operations, delivery, finance and business. * Drives change management needs while enabling process and tool improvements. **Minimum Qualifications:** * Bachelor's degree in business administration, Finance, Information Technology, and/or comparable experience; advanced degree preferred. * Extensive Data Analytics and Financial modeling experience with advanced technical skills including but not limited to Apptio, Jira, Power BI, advanced Excel, General Ledger, and Amex AI tools (including ChatGPT and Copilot). * Skilled in evaluating and analyzing project portfolios to assess strategic alignment, performance, financial health, and value contribution. * Demonstrated experience leveraging analytics to drive decision-making by synthesizing and visualizing data, then communicating actionable insights through clear, audience-tailored narratives. * Strong relationship building with the ability to collaborate, influence and inspire others at all levels of the organization. * Ability to continuously identify improvement opportunities and implement solutions to optimize processes and systems to improve productivity, financial accuracy, and data quality. **Preferred Qualifications:** * Ability to execute and maintain high performance under tight timelines and competing demands. * Superb written and verbal communication; advanced or expert PowerPoint and visual presentation skills. * 5 years of Portfolio or Program Management experience, in a large technology organization with a working knowledge of software development processes and Agile methodologies. * Flexible and adaptable; ability to thrive in ambiguous situations with limited leadership oversight. * Expresses intellectual curiosity with an aptitude and passion to challenge the status quo and problem solve. * Understand linkages between supply and demand spend to provide meaningful, actionable insights and recommendations to ensure Operating Expense and LOB Spend targets are achieved. **Qualifications** Salary Range: $103,750.00 to $174,750.00 annually bonus 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 United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Technologies **Primary Location:** US-New York-New York **Other Locations:** US-Arizona-Phoenix **Schedule** Full-time **Req ID:** 25022884

We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors. This role offers the opportunity to work with some of the world's leading hedge funds, private equity firms, venture capital groups, and alternative asset managers and insurance in a dynamic international environment. You will advise clients on U.S. and international tax matters, support compliance efforts, and provide insight on structuring, transactions, and regulatory reporting. Key Responsibilities: Manage U.S. tax compliance and consulting engagements for partnerships, corporations, and other entities in the asset management industry Review and prepare U.S. tax returns and forms including but not limited to: Form 1065, Form 1120, Form 1120-F, Form 1040-NR Form 5471, Form 8865, Form 8858, Form 8938, Form 1118, Form 8621 FATCA and CRS-related reporting Analyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rules Assist clients with tax structuring and cross-border planning including inbound and outbound investment strategies Prepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedules Advise on fund formation, investment structuring, and exit planning Liaise with clients, legal counsel, auditors, and tax authorities as needed Supervise and mentor junior staff, and manage project timelines and deliverables Monitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshore Qualifications: CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation Minimum of 212+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax team Extensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clients Strong technical knowledge of U.S. federal income tax and cross-border taxation matters Working knowledge of common structures including master-feeder funds, blockers, and offshore investment vehicles Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset Excellent interpersonal and project management skills What the Role Offers: Relocation support, including accommodation, transportation, and flights for the candidate and their family. Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents. Tax-free or low-tax jurisdiction employment Exposure to top-tier global clients and complex international tax issues Opportunity to live and work in premier financial hubs with high quality of life Note: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.