Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, among the Best Places to Work in Idaho and as Best Employer from Utah's Best of State. Make the leap into a new era of banking. Let us transform your career.
With benefits starting on day one, 11 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
Zions Bank has just opened an opportunity for a Corporate Banking PortfolioManager based in Boise, Idaho.
If you are ready to move your career forward, read on.
The role of a Corporate Banking PortfolioManager:
Manage and service a portfolio of corporate banking loan relationships.
Spread and analyze financial statements, address industry risks, collateral requirements, loan structuring and pricing, credit analysis, monitor credit performance and loan presentations.
Handle reporting on loans, involving such things as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc.
Handle maintenance of existing relationships.
Assist with credit requests, including preparing credit requests for consideration of approval.
Expand, build and maintain relationships, with a resulting high degree of customer satisfaction.
Other duties as assigned.
Qualifications:
Requires a bachelor's degree in Business, Finance or a related field and some experience with corporate banking lending and financial spreading and statements or other directly related experience.
An equivalent combination of education and experience may meet qualifications.
Basic knowledge of middle market and corporate banking loans, credit and/or related lending processes and procedures.
Knowledge of middle market and corporate banking credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc.
Good oral and written communication skills needed to create relationships with clients and to communicate internally with credit partners.
Analytical skills needed for credit approvals, credit analysis and underwriting.
Good organizational and problem resolution skills.
PC skills required.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
$62k-116k yearly est. 4d ago
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Tax Manager / Senior Tax Manager - Fast Track to Partner
Cybercoders 4.3
Portfolio manager job in Boise, ID
Tax Manager or Senior Manager Opportunity
Compensation: $120k - $200k+ (multiple bonuses) - Base salary is dependent on experience
Fast Track Partner Track - Equity Opportunity
Offices in: Oregon, Idaho, Washington and Colorado (Vail)
If you're a Tax Manager or Senior Tax Manager who's ready to take your career to the next level, this could be the opportunity you've been waiting for.
A well-respected public accounting firm with multiple offices across Oregon is looking for a dynamic tax professional to join their team in a key leadership role. This is a full-time, in-office position based in one of their Oregon locations-think Bend, Redmond, or Portland-where you'll be surrounded by a collaborative team and a community that values both professional excellence and quality of life.
Why This Role Stands Out:
You'll be stepping into a firm that's growing fast and has a clear path to Partnership for the right person.
The team is known for its supportive culture, strong client relationships, and commitment to doing great work without burning out.
You'll have the chance to lead complex tax engagements, mentor junior staff, and play a strategic role in the firm's future.
What They're Looking For:
CPA license (required)
At least 7 years of public accounting experience, with a strong focus on tax
Someone who's confident, client-focused, and ready to lead
A genuine interest in becoming a Partner in the near term
The Lifestyle Perks:
Living and working in Oregon, Idaho, Washington or Colorado means access to incredible outdoor recreation, vibrant communities, and a balanced lifestyle. Whether you're into hiking, skiing, craft breweries, or just want to avoid big-city burnout, this location offers the best of both worlds.
Relocation packages may be available if necessary.
Interested? Let's talk.
Send your resume directly to Jordyn.Fulgham@Cybercoders.com and let's explore whether this could be the right next step for you.
$120k-200k yearly 3d ago
Tax Manager
Eide Bailly 4.4
Portfolio manager job in Boise, ID
Work Arrangement: In-office or Hybrid
Typical Day in the Life
A typical day as a Tax Manager might include the following:
Prepares, Reviews, and Sign individual, business, and other types of tax returns for clients in various types of entities and industries.
Working with the tax team to ensure the various components of the tax process are performed -- including tax planning, client interaction and performing special tax projects.
Looking at tax situations from various angles to ensure the maximum tax benefit is applied.
Developing solutions and communicating those solutions to the engagement team and client.
Manages client relationships by monitoring client needs and building value into professional service.
Participates in the area of business development.
May assist with client billings to ensure they reflect work performed.
Supervises and delegates duties to Associate and Senior Associate level staff.
Provides mentoring and technical training for employees in the tax department.
Attends training seminars, professional development, and networking events.
Who You Are
You have Bachelor's degree in Accounting.
You have CPA license or Enrolled Agent (EA) certification.
You have 5-7 years of tax experience within public accounting.
You have extensive knowledge of tax accounting principles and IRS regulations.
You actively stay up-to-date on the ever-changing tax industry's regulations and policies.
You are a self-starter who enjoys working independently and in a team environment.
You are able to focus on complex tasks and will quickly understand the firm's comprehensive compliance processes.
Must be authorized to work in the United States now or in the future without visa sponsorship
.
Making an Impact Together
People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.
Compensation
Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.
Benefits
Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.
Next Steps
We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.
Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.
#LI-AH1
$71k-101k yearly est. 1d ago
Trust Portfolio Manager
Umpqua Bank 4.4
Portfolio manager job in Boise, ID
About Us:
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
A Trust PortfolioManager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives.
Proven ability to grow a book of business within a team environment.
Identify and cultivate new trust business opportunities through networking, referrals, and strategic outreach.
Manage investment portfolios in accounts and assigned accounts within the confines of established policies and regulations.
Assist in the management of the company's investment process and strategic thinking.
Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects.
Develop new business to further the strategic goals of the company.
Ability to interpret financial statements and market data.
Identify, assess, and mitigate risks associated with market dynamics, credit and liquidity.
Proficient in global asset allocation strategies including alternative investments.
Monitor and assess portfolio performance.
Excellent communicator that builds trust with clients, business partners and management.
Ability to explain complex financial concepts in simple terms.
Write clear reports and deliver persuasive presentations.
Strategic thinking and decision making.
Familiarity with trust law, estate planning and fiduciary responsibilities.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”.
May perform other duties as assigned.
About You:
B.A or B.S. in finance or accounting and/or equivalent combination of experience and training, required.
Master of Business Administration and/or Chartered Financial Analyst designation, preferred.
5 years of industry work experience, required.
5 years of Experience with trust software, preferred.
Thorough understanding and ability to interpret moderately complex accounting literature and accounting pronouncements, regulations, practice, and theory, as well as the ability to apply this knowledge to day-to-day activities.
Intermediate computer skills with an emphasis on Microsoft Office products, including Excel and WordOrganizational and project management skills.
Effective team player.
Effective verbal and written communication skills.
Ability to meet bonding requirements for employment purpose.
Stays informed of developments in security markets.
Performs investment research.
High level of understanding of asset allocation strategies.
Skills and knowledge to manage individual equity or fixed income strategies.
Travel Type:
Occasional
Job Location(s):
This posting is part of an evergreen requisition, we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations:
Scottsdale, AZ
Phoenix, AZ
Salt Lake City, UT
Boise, ID
Salem, OR
Portland, OR
San Diego, CA
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $102,361.20 - $190,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
$102.4k-190k yearly Auto-Apply 60d+ ago
Corporate Banking Portfolio Manager - Boise
Zions Bank 4.5
Portfolio manager job in Boise, ID
Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among
American Banker
magazine's “Best Banks to Work For” almost every year since 2013, among the Best Places to Work in Idaho and as Best Employer from Utah's Best of State. Make the leap into a new era of banking. Let us transform your career.
With benefits starting on day one, 11 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
Zions Bank has just opened an opportunity for an experienced Corporate Banking PortfolioManager based in Boise, Idaho.
If you are ready to move your career forward, read on.
The role of a Corporate Banking PortfolioManager:
Manage and service a portfolio of corporate banking loan relationships.
Spread and analyze financial statements, address industry risks, collateral requirements, loan structuring and pricing, credit analysis, monitor credit performance and loan presentations.
Handle reporting on loans, involving such things as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc.
Handle maintenance of existing relationships.
Assist with credit requests, including preparing credit requests for consideration of approval.
Expand, build and maintain relationships, with a resulting high degree of customer satisfaction.
Other duties as assigned.
Qualifications:
Requires a bachelor's degree in Business, Finance or a related field and some experience with corporate banking lending and financial spreading and statements or other directly related experience.
An equivalent combination of education and experience may meet qualifications.
Basic knowledge of middle market and corporate banking loans, credit and/or related lending processes and procedures.
Knowledge of middle market and corporate banking credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc.
Good oral and written communication skills needed to create relationships with clients and to communicate internally with credit partners.
Analytical skills needed for credit approvals, credit analysis and underwriting.
Good organizational and problem resolution skills.
PC skills required.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
$91k-146k yearly est. 2d ago
Syndication Portfolio Manager (Remote WA, OR, ID & CA)
Banner Bank 4.7
Portfolio manager job in Boise, ID
More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year.
With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a Syndication PortfolioManager, you will be responsible for monitoring and reporting of the ongoing financial health of the syndicated loan portfolio. Track portfolio performance for delinquency, charge-offs, and risk migration, while providing regular feedback to senior management.In this role you will have the opportunity to:
Directs day-to-day monitoring of the syndicated loan portfolio, including financial performance, covenant compliance, liquidity trends and borrower credit outlook.
Maintains direct contact with external agents to coordinate receipt of compliance certificates, financial models, notices, and other credit related reporting.
Assist with the loan trade settlement and portfolio administration, ensuring accurate reconciliation of positions, allocation notices and agent bank reporting.
Collaborate with credit underwriters and relationship managers to support ongoing credit monitoring, amendment/waiver requests and analysis of borrower performance trends.
Prepare internal credit monitoring reports and annual reviews providing clear assessment of borrower credit quality, sponsor strength, leverage metrics and industry risks.
Evaluate amendments, waivers and borrower requests summarizing financial impacts and provide recommendations to the Chief Credit Officer or designated committees.
Ensure compliance with internal credit policies, regulatory expectations and loan agreements, including documentation accuracy, reporting deadlines and covenant requirements.
Education & Certifications
Bachelor's degree in business, Accounting, Finance, Data Analytics or other related field Required (an equivalent combination of education and experience may be considered)
Experience
4 or more years of commercial lending experience Required
Knowledge, Skills and Abilities
Ability to work with underwriting and others on a collaborative basis, pulling together borrower performance and credit market dynamics.
Strong knowledge of commercial lending regulations and leveraged lending guidance, including documentation standards, covenants and regulatory review expectations.
Advanced analytical skills, including financial modeling, covenant analytics, sensitivity testing and identification of early warning indicators in borrower performance.
Advanced Excel, Power Point and Word skills with the ability to prepare committee ready materials, portfolio level reporting and bank wide credit risk summaries.
Excellent verbal and written communication skills with an ability to build strong partnerships across the organization and capable of translating technical findings into clear recommendations for management and cross functional teams.
Travel
20%
Compensation & Benefits
Targeted starting salary range (based on experience): $88,657 - $$116,819
Incentive and commission compensation may be awarded for eligible roles
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
Paid vacation time, sick time and 11 company paid holidays
401k (with up to 4% match)
Tuition reimbursement
Get more information at: Employee Benefits | Banner Bank
Please take time to review Banner Bank's Consent & Privacy notice before applying.
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
$88.7k-116.8k yearly Auto-Apply 37d ago
Capital Portfolio Manager
St. Luke's Health System 4.7
Portfolio manager job in Boise, ID
At St. Luke's, we pride ourselves on fostering a workplace culture that values diversity, promotes collaboration, and prioritizes employee well-being. Our commitment to excellence in patient care extends to creating an environment where our team can thrive both personally and professionally. With opportunities for growth, competitive benefits, and a supportive community of colleagues, St. Luke's is truly a great place to work.
The Capital PortfolioManager plays a pivotal role in advancing our health system strategy. In close connection to the VP of Operations, orchestrates the development, prioritization, and delivery of a multi-year, multi-million-dollar capital portfolio that aligns with our long-term vision, clinical priorities, and financial sustainability. By translating complex business needs into a cohesive capital strategy, ensuring strong governance, and driving portfolio performance, the Capital PortfolioManager enables transformative investments in facilities, technology, medical equipment, and infrastructure that support high-quality care delivery, innovation, and growth across the enterprise.
What You Can Expect
Support senior leaders across the organization to identify and plan long term capital needs and translate enterprise business needs into a comprehensive multi-year capital strategy
Facilitates the capital planning process including the project scoring/prioritization frameworks, sequencing and resource capacity management of system capital projects
Oversee and continuously improve the organization's capital governance, tools, workflows, and documentation standards, and decision-making processes to ensure compliance with internal policies and provide transparent communication to stakeholders at all levels of the organization
Report on portfolio performance and provide regular presentations, including financial metrics, schedule adherence, risk status and overall project health to senior leadership, committees, and key stakeholders
Lead the strategic planning process for multi-year medical equipment replacement programs in coordination with health technology management, clinical and supply chain teams
Collaborate with operational leaders, clinical departments, project managers, finance, facilities/construction teams, supply chain, IT and shared services teams to plan and deliver approved capital projects within the proper budget, schedule and scope constraints
Lead or support post-project benefit realization reviews, including evaluation of actual vs. projected ROI, clinical/operational outcomes, and lessons learned to inform future capital planning
Provide mentorship, guidance and best-practice sharing to program and project managers across the organization to build internal capability and consistency in capital project delivery
Qualifications
Bachelors degree or experience in lieu of degree
Six (6) years' relevant experience
Preferred Qualifications
A successful candidate will have a background in healthcare finance, strategic planning, project management, and/or healthcare administration.
Exceptional communication, facilitation, and presentation skills with the ability to influence and build consensus among diverse stakeholders (clinical, operational, executive levels)
Knowledge of health system operations, healthcare strategy, construction management, medical equipment, project management, asset management
Strong strategic thinking, analytical, and problem-solving abilities, including financial modeling, ROI analysis, and scenario planning
Advanced proficiency in project/portfoliomanagement tools and Microsoft Office suite (especially Excel)
Proven conflict resolution, negotiation, and change management skills in a complex, matrixed environment
Ability to manage multiple priorities while maintaining attention to detail and data accuracy
What's in it for you
At St. Luke's, caring for people in the communities we serve is our mission - and this includes our own SLHS team. We offer a robust benefits package to support our teams both professionally and personally. In addition to a competitive salary and retirement plans, we ensure our team feels supported in their benefits beyond the typical medical, dental, and vision offerings. We care about you and have fantastic financial and physical wellness options, such as: on-site massages, on-site counseling via our Employee Assistance Program, access to the Personify Health Wellness tool, as well as other formal training and career development offerings to ensure you are meeting your career goals.
St. Luke's is an equal opportunity employer and does not discriminate against any person on the basis of race, religion, color, gender, gender identity, sexual orientation, age, national origin, disability, veteran status, or any other status or condition protected by law.
*Please note: this posting is not reflective of all job duties and responsibilities and is intended to provide an overview to job seekers.
$67k-129k yearly est. Auto-Apply 9d ago
Portfolio Manager I
Sunwest Bank 4.1
Portfolio manager job in Boise, ID
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 range of 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
• Performs any other duties that may be assigned by warehouse manager
• 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.
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
$48k-76k yearly est. Auto-Apply 60d+ ago
Trust Portfolio Manager
Columbia Bank 4.5
Portfolio manager job in Boise, ID
About Us:
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
A Trust PortfolioManager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives.
Proven ability to grow a book of business within a team environment.
Identify and cultivate new trust business opportunities through networking, referrals, and strategic outreach.
Manage investment portfolios in accounts and assigned accounts within the confines of established policies and regulations.
Assist in the management of the company's investment process and strategic thinking.
Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects.
Develop new business to further the strategic goals of the company.
Ability to interpret financial statements and market data.
Identify, assess, and mitigate risks associated with market dynamics, credit and liquidity.
Proficient in global asset allocation strategies including alternative investments.
Monitor and assess portfolio performance.
Excellent communicator that builds trust with clients, business partners and management.
Ability to explain complex financial concepts in simple terms.
Write clear reports and deliver persuasive presentations.
Strategic thinking and decision making.
Familiarity with trust law, estate planning and fiduciary responsibilities.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”.
May perform other duties as assigned.
About You:
B.A or B.S. in finance or accounting and/or equivalent combination of experience and training, required.
Master of Business Administration and/or Chartered Financial Analyst designation, preferred.
5 years of industry work experience, required.
5 years of Experience with trust software, preferred.
Thorough understanding and ability to interpret moderately complex accounting literature and accounting pronouncements, regulations, practice, and theory, as well as the ability to apply this knowledge to day-to-day activities.
Intermediate computer skills with an emphasis on Microsoft Office products, including Excel and WordOrganizational and project management skills.
Effective team player.
Effective verbal and written communication skills.
Ability to meet bonding requirements for employment purpose.
Stays informed of developments in security markets.
Performs investment research.
High level of understanding of asset allocation strategies.
Skills and knowledge to manage individual equity or fixed income strategies.
Travel Type:
Occasional
Job Location(s):
This posting is part of an evergreen requisition, we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations:
Scottsdale, AZ
Phoenix, AZ
Salt Lake City, UT
Boise, ID
Salem, OR
Portland, OR
San Diego, CA
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $102,361.20 - $190,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
$50k-90k yearly est. Auto-Apply 60d+ ago
Manager, Asset Management
KPMG 4.8
Portfolio manager job in Boise, ID
Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team.
KPMG is currently seeking a Manager, Asset Management to join our Digital Nexus technology organization. This is a hybrid work opportunity.
Responsibilities:
* Manage day-to-day processes and procedures to support ongoing operations of ITAM Asset Management; act in the capacity of a subject matter expert to support ongoing IT Asset Management projects; accountable for implementation of continuous process improvements
* Partner with IT Asset Owners to ensure Asset information is kept accurate and up to date throughout the lifecycle; research and manage implementation of business requirements and features as requested by business units
* Maintain and publish Asset metrics, create custom reports based on ITAM discovery knowledge and requestor specifications; provide ITAM Asset Management training
* Manage operational workload and priorities and ensure alignment with business needs; ensure issues are prioritized and managed for timely resolution
* Collaborate with Asset Owners to ensure Hardware Assets are re-harvested efficiently; collaborate with offshore resources to ensure Discovery supports the needs of ongoing operations
* Develop and implement a SAM communications plan; utilize the Flexera Network Management Platform (FNMP) software asset management tool; perform internal software audits to ensure software license compliance standards are being met
* Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment
Qualifications:
* Minimum five years of recent in-depth use and understanding of IT Asset management lifecycle processes and tools
* Bachelor's degree from an accredited college or university is preferred; Industry Certifications preferred: ITIL V3, IAITAM Certifications (including: CHAMP, CSAM, or CITAM), PMP, Lean Six Sigma
* Experience with ServiceNow and Discovery technologies; strong project management experience with small and large projects, in a cross-functional environment
* Strong verbal/written communication, with ability to effectively interact with individuals at all levels of responsibility and authority; able to prioritize, delegate and foster the development of high-performance teams to lead/support an environment driven by customer service and teamwork
* Solid trouble-shooting and organizational skills and ability to work on multiple projects simultaneously; ability to participate in resource planning processes based on defined organizational plans
* Applicant must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)
KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Follow this link to obtain salary ranges by city outside of CA:
**********************************************************************
KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfoliomanagement activities (generally large and moderately complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify opportunities for expansion. Key highlights of the role will include the following:
**Duties & Responsibilities**
+ Partner with loan officers to effectively administer the management of assigned commercial banking relationships.
+ Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request.
+ Continuously monitor borrowing base reports, budget tracking and covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Follow established protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions.
+ Recognize and manage early warning signs for the portfolio on a recurring basis, which may include but are not limited to the following: analyze borrower/guarantor financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews.
+ Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times.
+ File all required reports and resolve all related issues in a timely and efficient manner.
+ Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with minimal supervision required
+ Other duties as assigned.
**Knowledge & Skills**
MINIMUM:
+ Demonstrates knowledge of agribusiness and production agriculture industries in the Western US, including fruit & vegetable crops, row crops, tree nuts, citrus, wine, dairy, cattle and agribusinesses supporting these sectors.
+ Demonstrates excellent communication skills (verbal & written)
+ Demonstrates strong knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc.
+ Demonstrates strong level of understanding of credit underwriting
+ Demonstrates strong knowledge of bank products, services, and bank operations
+ Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents
+ Demonstrates strong analytical skills
+ Demonstrates ability to be self-starter, show initiative, and transfer knowledge to less experienced peers
+ Demonstrates strong proficiency in Word, Excel, PowerPoint
+ Demonstrates knowledge of commercial lending software
PREFERRED:
+ Ability to prospect and network at various levels within a company
**Requirements**
MINIMUM:
+ Bachelor's degree in business, Accounting, Finance or related fields
+ 5 years commercial banking experience including credit underwriting
+ Current valid driver's license
PREFERRED:
+ 8 years commercial banking experience including credit underwriting
**Compensation Range:**
$69,920.00 - $149,000.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
$45k-65k yearly est. 60d+ ago
Manager - Risk Management
American Express 4.8
Portfolio manager job in Boise, ID
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?**
How we serve our customers is constantly evolving and is a challenge we gladly accept. Whether you're finding new ways to prevent identity fraud or enabling customers to start a new business, you can work with one of the most valuable data sets in the world to identify insights and actions that can have a meaningful impact on our customers and our business. And, with opportunities to learn from leaders who have defined the course of our industry, you can grow your career and define your own path. Find your place in risk and analytics on #TeamAmex.
The incumbent will play a key role in representing Risk Management in U.S. Consumer new product development initiatives, in close partnership with functional teams across Credit and Fraud Risk (CFR). The incumbent will collaborate across all Credit and Fraud Risk (CFR) functions to create comprehensive and robust credit strategies for banking products. The incumbent will also work in collaboration with non-CFR teams, including Product Management, Corporate Development, Marketing, Finance, Compliance, GCO, Servicing, and Technologies in order to evaluate the impacts of new initiatives on business economics. This position requires strong analytical and communication skills, with an ability to interact with and influence colleagues and senior leaders in CFR and across the enterprise.
**Responsibilities:**
+ Represent CFR in the U.S. Consumer New Product Development process; provide input and consulting to deal teams through the development lifecycle - evaluation, proposal, and launch
+ Review deal pipelines, perform risk due diligence on prospective partners and portfolios, and provide risk inputs into deal contracts
+ Perform benchmarking analyses using internal and external data to predict product performance metrics and behaviors - e.g., approval rate, spend, revolve, write-off
+ Develop end-to-end risk management strategies for new products, implement strategies, policies, and controls, and monitor and assess post-launch performance
+ Define risk management strategies for banking products; implement policies, processes, and controls; monitor and actively manageportfolio credit metrics.
**Minimum Qualifications:**
+ Learning agility and rigor for using analysis to solve complex business problems
+ Deep understanding of card economics
+ Comfort and proven ability to drive results under tight timelines, often with limited information
+ Effective and succinct communication, adjusting style for channel and audience
+ Ability to build strong relationships in a cross-functional environment, interacting with and influencing business partners across CFR, Product Management, Corporate Development, Marketing, Compliance, GCO, and Technologies
+ Strong project management skills with ability to manage multiple competing priorities
+ Experience working with large datasets; knowledge of Lumi, Python, SQL, and/or other similar programming languages required
**Preferred Qualifications:**
+ Expertise in credit risk management, consumer credit, and card/installment lending economics
+ Externally focused and aware of the latest technology and market trends in payment, credit trends, and credit behavior
+ Familiar and pays attention to external/industry development in the payments industry
+ Adaptability in a quickly changing environment
+ Advance degree in an analytical field is a plus
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 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:** Risk
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25019902
$89.3k-150.3k yearly 60d+ ago
Manager, Auditing and Monitoring
Cardinal Health 4.4
Portfolio manager job in Boise, ID
What the Ethics and Compliance Department contributes to Cardinal Health Ethics & Compliance fosters a culture of integrity, accountability, and ethical decision-making across the organization. Our team partners with business leaders and employees to proactively identify and address compliance risks, provide guidance on regulatory requirements, and ensure our practices reflect the highest standards of conduct. Through education, collaboration, and a risk-based approach, we help safeguard the organization's reputation and support its mission to deliver trusted healthcare solutions.
Job Summary
Cardinal Health is seeking a driven, self-starter and highly skilled manager with expertise in healthcare regulatory compliance, including third party billing and reimbursement. This role will be responsible for providing sound compliance advice and guidance to Cardinal Health's At-Home Solutions ("AHS") business. At Home Solutions is a leading home healthcare medical supplies provider serving people with chronic and serious health conditions in the United States. The AHS business unit is comprised of four complementary business units: (1) Edgepark Medical Supplies, (2) Advanced Diabetes Supply Group, (3) Cardinal Health at-Home, a direct-to-home medical supplies distributor, and (4) Velocare, a supply chain network and last-mile fulfillment solution.
Reporting to the Director of Ethics & Compliance - At-Home Solutions, this role is responsible for ensuring the company operates in line with compliance standards. Key duties involve managing billing audits for durable medical equipment, prosthetics, orthotics, and supplies("DMEPOS"), including detection and correction of documentation, coding, identifying potential errors and/or medical necessity of items billed. And ensuring payor requirements are fulfilled. The position also includes sharing audit findings with management, recommending training and solutions for issues found, supporting audit diligence and integration efforts, and overseeing an audit team dedicated to billing processes and audits.
Candidates should be adaptable, team-oriented, collaborative, and capable of working independently in a fast-paced setting with oversight from Ethics and Compliance leadership. This role will work closely with various cross-functional colleagues across the AHS order entry and revenue cycle management team, Legal, the Enterprise Privacy Office, and other internal teams to identify and address potential issues and risks and help Cardinal Health comply with the evolving laws and regulations applicable to the AHS business.
Responsibilities
+ Provides compliance-related expertise and advice to Revenue Cycle management and other business teams with respect to day-to-day operations, including, without limitation, advice on Medicare and Medicaid DMEPOS supplier billing requirements, local coverage determination requirements, Medicare DMEPOS Supplier and Quality Standards, and other payor requirements.
+ Serves as liaison with third party government contractors conducting audits as well as managing a small internal billing compliance team.
+ Plans professional compliance department audits to determine accuracy and adequacy of documentation and coding related to DMEPOS supplies billing and/or medical necessity reviews and other high-risk areas as appropriate.
+ Leads data analytics on audit outcomes; identifies and reviews audit trends and makes recommendations on remedial action to address such trends.
+ Evaluates the appropriateness of items billed based on supporting record documentation and ensures documentation conforms to CMS and/or payor requirements.
+ Prepares written reports of audit findings, with recommendations, and presents to appropriate stakeholders; evaluates the adequacy of management corrective action to improve deficiencies; maintains audit records.
+ Collaborates with the Legal team to conduct risk assessments to define audit priorities based on previous audit findings, management priorities, national normative data, CMS initiatives, OIG work plans and advisories and healthcare industry best-practices.
+ Develops and implements compliance training to ensure compliance with federal and state regulations and laws, CMS and other third-party payer billing rules and internal documentation, coding and billing policies and procedures.
+ Plans and conducts regular compliance training for Revenue Cycle team members, as needed.
+ Provides feedback and training for staff regarding potential claim deficiencies
+ Serves as institutional subject matter expert and authoritative resource regarding federal, state and payer documentation, billing and coding rules and regulations, maintaining awareness of governmental regulations, protocols and third-party requirements.
+ Supports the overall workplan of the Compliance Department.
+ Interacts with subordinates, peers, customers and suppliers at various management levels and may interact with senior management.
+ Interactions normally involve resolution of issues related to operations and/or projects
+ Gains consensus from various parties involved.
+ Other duties as assigned.
Qualifications
+ 8-12 years of experience, preferred
+ Bachelor's degree in related field, or equivalent work experience, preferred.
+ Familiarity with key laws, regulations, and sub-regulatory guidance that affects DMEPOS businesses and by federal and state government programs, for example, fraud and abuse (Anti-Kickback Statute, False Claims Act, Civil Monetary Penalties Law, Stark, and Beneficiary Inducement Statutes); works collaboratively with the Legal Team to help advise the At-Home Solutions business
+ 7+ years of related work experience supporting compliance programs in DMEPOS suppliers, coding and medical necessity expertise, preferred.
+ Related work experience with Brightree, preferred.
+ Expert-level knowledge of Medicare and Medicaid billing and documentation requirements; healthcare compliance audit methodology, principles and techniques; CMS Medicare manuals; DMEPOS reimbursement and repayment; confidentiality standards.
+ Ability to interpret and apply coverage determination, documentation and coding rules, laws and regulations and to interpret medical record progress notes, handwritten and electronic chart entries, provider orders and other related documentation.
+ Strong attention to detail with an emphasis on organizational and analytical skills.
+ Understanding of institutional risks and appropriate judgment to use a risk-based approach in planning and executing duties.
+ Ability to communicate complex and potentially sensitive issues to all levels of management including senior leadership.
+ Prompt and efficient ability to manage shifting priorities, demands and timelines using analytical and problem-solving capabilities.
+ Ability to effectively prioritize and execute tasks in a fast-paced, dynamic environment.
+ Excellent problem-solving skills with self-starter qualities, enabling management of responsibilities to function effectively and efficiently.
+ Strong communication and presentation skills.
+ Proficiency in MS Word, Excel, PowerPoint, and Outlook.
What is expected of you and others at this level
+ Manages department operations and supervises professional employees, front line supervisors and/or business support staff.
+ Participates in the development of policies and procedures to achieve specific goals.
+ Ensure employees operate within guidelines.
+ Decisions have impact on work processes, and outcomes.
+ Ability to work in a team environment with the ability to handle multiple audits at once.
+ Knowledge of claim lifecycles and revenue cycle management.
+ Knowledge of CMS Local Coverage Determination policies, and various payor requirements.
+ Professional auditing experience.
+ Exceptional Customer Service Skills.
+ Proven interpersonal communication skills.
+ Excellent time management, personal integrity and ability to maintain confidentiality
**Anticipated salary range:** $105,500-$150,100
**Bonus eligible:** Yes
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
- Medical, dental and vision coverage
- Paid time off
- Health savings account (HSA)
- 401k savings plan
- Access to wages before pay day with my FlexPay
- Flexible spending accounts (FSAs)
- Short- and long-term disability coverage
- Work-Life resources
- Paid parental leave
- Healthy lifestyle programs
**Application window anticipated to close:** 03/13/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$105.5k-150.1k yearly 5d ago
Branch Manager
Renuity
Portfolio manager job in Boise, ID
Renuity
Branch Manager
Base Salary: $75,000 - $85,000/yr
The home improvement industry is broken. Renuity is here to fix it.
We're on a mission to revolutionize home improvement, making it faster, easier, and stress-free to upgrade your home inside and out. Whether it's a new bath, a custom closet, or exterior upgrades, we help people create homes they love - without the hassle. With expert teams in 36 states and counting, there's probably a Renuity home in your neighborhood. And we're just getting started.
If you're ready to build the future of home improvement, join us.
What We Offer
Competitive Pay: $75,000 - $85,000/yr
Truck Allowance
Comprehensive benefits including medical, dental, and vision
Opportunity to work with a nationally recognized brand, Kohler!
About the Role
Manage and supervise Branch employees and oversee all Branch operations to ensure Company procedures and processes are being followed
Communicates with managed employees, Sales Reps, customers, and administrative personnel to ensure the best service is being offered; includes addressing and resolving serious installation/service issues
Ensures implementation and adherence to all health and safety procedures, assisting in the proper documentation of all jobsite accidents and incidents
Coordinates with other branches to share knowledge, plan promotional activities, and achieve goals
Key Qualifications
8+ years' experience in the home improvement industry.
5+ years of management or supervisory experience.
Strong written and verbal communication skills.
Ability to manage and inspect the quality of all employee or subcontractor installations and jobs.
Knowledge of systems such as Microsoft Suite, Google Suite, and CRM Tools (i360 - SalesForce).
Valid drivers license.
About Renuity
Renuity, headquartered in Charlotte, NC, is a leading home improvement services business with a rapidly expanding national footprint. Renuity currently operates across 36 states and has created hundreds of thousands of happier homeowners across the United States who have chosen Renuity for their home improvement needs. Renuity is redefining the home improvement experience with a focus on trust, innovation and customer-first service.
To learn more, visit Renuity's About Us page.
#RHB
Renuity and its affiliates are committed to equal opportunity. We value and embrace diversity and inclusion of all Team Members. If you have a disability under the Americans with Disabilities Act or similar law, and you need an accommodation during the application process or to perform these job requirements, or if you need a religious accommodation, please contact ******************************.
If you have a question regarding your application, please contact ******************
To access Renuity's Privacy Policy, please click here:
Privacy Policy
$75k-85k yearly Auto-Apply 28d ago
Finance Manager
One Love Agency
Portfolio manager job in Boise, ID
Benefits/Perks
Competitive salary commensurate with experience, $65k+/annual
Performance-based bonus structure tied to billing collection ratios
Health, dental, and vision insurance
401(k) with employer match
Paid time off and holidays
Professional development and leadership coaching toward CFO readiness
Job SummaryAdolpho Enterprise LLC, a leading and rapidly growing $15M+ mental health agency, is seeking an exceptional Finance Manager to oversee and optimize our financial operations. This role is designed as a 2-year leadership development position, with the goal of transitioning the successful candidate into our Chief Financial Officer (CFO) role.
The ideal candidate is both strategic and hands-on, capable of managing day-to-day finance operations while developing long-term systems that sustain our agency's mission-driven growth. You'll work directly with executive leadership to enhance fiscal accountability, financial forecasting, and organizational efficiency across all major financial domains.
Responsibilities
1. Payroll Management
Oversee and process bi-weekly payroll for all staff and contractors.
Ensure compliance with state and federal wage laws.
Maintain payroll accuracy and resolve discrepancies promptly.
Coordinate with HR to manage compensation structures and benefit deductions.
2. Billing and Collections
Manage the billing cycle for all services, ensuring timeliness, accuracy, and transparency.
Maintain and improve the agency's collection ratio, currently at 93%, with bonus incentives tied to achieving:
93% Collection Ratio: Baseline performance bonus eligibility
95% Collection Ratio: Mid-tier performance bonus
97%+ Collection Ratio: High-tier performance bonus
Collaborate with clinical and administrative teams to minimize revenue leakage and denials.
Produce monthly billing reports and identify trends or bottlenecks in revenue flow.
3. Accounting and Financial Reporting
Maintain accurate general ledger entries and financial records.
Prepare monthly and quarterly financial statements for executive review.
Assist in budgeting, forecasting, and variance analysis.
Ensure compliance with GAAP and internal audit standards.
Support external audits and coordinate year-end closing procedures.
4. HR and Benefits Administration
Partner with HR to manage benefits administration, including health, retirement, and wellness programs.
Oversee employee expense reimbursements, benefit reconciliations, and payroll integration.
Support workforce financial planning, including salary reviews and cost analysis.
5. Tax Compliance and Strategy
Ensure timely filing of all state and federal taxes.
Coordinate with external CPAs for quarterly and annual returns.
Monitor changes in tax laws affecting nonprofit/healthcare entities.
Contribute to long-term tax efficiency and compliance strategy.
Qualifications
Bachelor's degree in Accounting, Finance, Business Administration, or related field (Master's preferred).
Minimum of 1-3 years in finance, accounting, or related roles; experience in healthcare or nonprofit sectors preferred.
Proficiency with accounting software (e.g., QuickBooks, Sage, or similar ERP systems).
Strong understanding of GAAP, HR compliance, and payroll systems.
Exceptional analytical, organizational, and communication skills.
Leadership mindset with a desire for professional growth and executive-level impact.
Are you interested in working with an industry leading mental health provider?
At One Love Agency we are always looking for talented individuals to join our rapidly growing team at all levels
Founded in 2012, One Love Agency is family owned and locally operated. Born from personal experience and with a mission to instill hope, One Love now provides general therapy, case management, community based rehabilitation, peer support, and payee services. From this extensive experience and diverse team, we are able to deliver collaborative and holistic care tailored to each client's needs.
$65k yearly Auto-Apply 60d+ ago
Branch Manager - Boise, Meridian, Eagle area - Idaho
JPMC
Portfolio manager job in Meridian, ID
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch. You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers. You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
Acts as the standard bearer of Chase and creates a world-class customer experience
Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
Ability to work branch hours including weekends and evenings
High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and skills
College degree or military equivalent
2+ years of management, Retail Banking experience or equivalent Chase leadership experience
Strong desire and ability to influence, educate, and connect team, partners and customers to technology
Ability to adapt quickly to a changing environment and be a strong decision maker
Training requirement or Travel requirement
Successful completion of the Branch Manager training program is a pre-requisite to be considered active in Branch Manager role
Ability to travel as required for in-person training and meetings; travel may include out of state
Dodd Frank and Safe Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$46k-65k yearly est. Auto-Apply 60d+ ago
Corporate Banking Portfolio Manager - Boise
Zions Bancorporation 4.5
Portfolio manager job in Boise, ID
Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among _American Banker_ magazine's "Best Banks to Work For" almost every year since 2013, among the Best Places to Work in Idaho and as Best Employer from Utah's Best of State. Make the leap into a new era of banking. Let us transform your career.
With benefits starting on day one, 11 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
**Zions Bank has just opened an opportunity for an experienced Corporate Banking PortfolioManager based in Boise, Idaho.**
If you are ready to move your career forward, read on.
**The role of a Corporate Banking PortfolioManager:**
+ Manage and service a portfolio of corporate banking loan relationships.
+ Spread and analyze financial statements, address industry risks, collateral requirements, loan structuring and pricing, credit analysis, monitor credit performance and loan presentations.
+ Handle reporting on loans, involving such things as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc.
+ Handle maintenance of existing relationships.
+ Assist with credit requests, including preparing credit requests for consideration of approval.
+ Expand, build and maintain relationships, with a resulting high degree of customer satisfaction.
+ Other duties as assigned.
**Qualifications:**
+ Requires a bachelor's degree in Business, Finance or a related field and some experience with corporate banking lending and financial spreading and statements or other directly related experience.
+ An equivalent combination of education and experience may meet qualifications.
+ Basic knowledge of middle market and corporate banking loans, credit and/or related lending processes and procedures.
+ Knowledge of middle market and corporate banking credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc.
+ Good oral and written communication skills needed to create relationships with clients and to communicate internally with credit partners.
+ Analytical skills needed for credit approvals, credit analysis and underwriting.
+ Good organizational and problem resolution skills.
+ PC skills required.
**Benefits:**
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits including coaching and therapy sessions
+ Tuition Reimbursement for qualifying employees
+ Employee Ambassador preferred banking products
**Req ID:** 069398
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
$91k-146k yearly est. 2d ago
Capital Portfolio Manager
St. Luke's Health System 4.7
Portfolio manager job in Boise, ID
At St. Luke's, we pride ourselves on fostering a workplace culture that values diversity, promotes collaboration, and prioritizes employee well-being. Our commitment to excellence in patient care extends to creating an environment where our team can thrive both personally and professionally. With opportunities for growth, competitive benefits, and a supportive community of colleagues, St. Luke's is truly a great place to work.
The Capital PortfolioManager plays a pivotal role in advancing our health system strategy. In close connection to the VP of Operations, orchestrates the development, prioritization, and delivery of a multi-year, multi-million-dollar capital portfolio that aligns with our long-term vision, clinical priorities, and financial sustainability. By translating complex business needs into a cohesive capital strategy, ensuring strong governance, and driving portfolio performance, the Capital PortfolioManager enables transformative investments in facilities, technology, medical equipment, and infrastructure that support high-quality care delivery, innovation, and growth across the enterprise.
**What You Can Expect**
+ Support senior leaders across the organization to identify and plan long term capital needs and translateenterprise business needs into a comprehensive multi-year capital strategy
+ Facilitatesthe capital planning process including the project scoring/prioritization frameworks, sequencing and resource capacity management of system capital projects
+ Oversee and continuously improvethe organization's capital governance, tools, workflows, and documentation standards, and decision-making processes to ensure compliance with internal policies and provide transparent communication to stakeholders at all levels of the organization
+ Report on portfolio performance and provide regular presentations, including financial metrics, schedule adherence, risk status and overall project healthto senior leadership, committees, and key stakeholders
+ Lead the strategic planning process for multi-year medical equipment replacement programs in coordination with health technology management, clinical and supply chain teams
+ Collaborate with operational leaders, clinical departments, project managers, finance, facilities/construction teams, supply chain, ITand shared services teams to plan and deliver approved capital projects within the proper budget, schedule and scope constraints
+ Lead or support post-project benefit realization reviews, including evaluation of actual vs. projected ROI, clinical/operational outcomes, and lessons learned to inform future capital planning
+ Providementorship, guidance and best-practice sharing to program and project managers across the organization to build internal capability and consistency in capital project delivery
**Qualifications**
+ Bachelors degree or experience in lieu of degree
+ Six (6) years' relevant experience
**Preferred Qualifications**
A successful candidate will have a background in healthcare finance, strategic planning, project management, and/or healthcare administration.
+ Exceptional communication, facilitation, and presentation skills with the ability to influence and build consensus among diverse stakeholders (clinical, operational, executive levels)
+ Knowledge of health system operations, healthcare strategy, construction management, medical equipment, project management, asset management
+ Strong strategic thinking, analytical, and problem-solving abilities, including financial modeling, ROI analysis, and scenario planning
+ Advanced proficiency in project/portfoliomanagement tools and Microsoft Office suite (especially Excel)
+ Proven conflict resolution, negotiation, and change management skills in a complex, matrixed environment
+ Ability to manage multiple priorities while maintaining attention to detail and data accuracy
**What's in it for you**
At St. Luke's, caring for people in the communities we serve is our mission - and this includes our own SLHS team. We offer a robust benefits package to support our teams both professionally and personally. In addition to a competitive salary and retirement plans, we ensure our team feels supported in their benefits beyond the typical medical, dental, and vision offerings. We care about you and have fantastic financial and physical wellness options, such as: on-site massages, on-site counseling via our Employee Assistance Program, access to the Personify Health Wellness tool, as well as other formal training and career development offerings to ensure you are meeting your career goals.
St. Luke's is an equal opportunity employer and does not discriminate against any person on the basis of race, religion, color, gender, gender identity, sexual orientation, age, national origin, disability, veteran status, or any other status or condition protected by law.
*Please note: this posting is not reflective of all job duties and responsibilities and is intended to provide an overview to job seekers.
**Default: Location : City** _Boise_
**Category** _Professional_
**Work Unit** _System Strategy and Operations Support System Office_
**Position Type** _Full-Time_
**Work Schedule** _DAY_
**Requisition ID** _2025-108446_
**Default: Location : Location** _US-ID-Boise_
**Work Location : Name** _800 E Park Blvd, Boise, St. Luke's Plaza 4_
$67k-129k yearly est. 10d ago
Trust Portfolio Manager
Columbia Banking System, Inc. 4.5
Portfolio manager job in Boise, ID
About the Role: A Trust PortfolioManager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives.
* Proven ability to grow a book of business within a team environment.
* Identify and cultivate new trust business opportunities through networking, referrals, and strategic outreach.
* Manage investment portfolios in accounts and assigned accounts within the confines of established policies and regulations.
* Assist in the management of the company's investment process and strategic thinking.
* Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects.
* Develop new business to further the strategic goals of the company.
* Ability to interpret financial statements and market data.
* Identify, assess, and mitigate risks associated with market dynamics, credit and liquidity.
* Proficient in global asset allocation strategies including alternative investments.
* Monitor and assess portfolio performance.
* Excellent communicator that builds trust with clients, business partners and management.
* Ability to explain complex financial concepts in simple terms.
* Write clear reports and deliver persuasive presentations.
* Strategic thinking and decision making.
* Familiarity with trust law, estate planning and fiduciary responsibilities.
* Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
* Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
* Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
* May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
* Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
* Takes personal initiative and is a positive example for others to emulate.
* Embraces our vision to become "Business Bank of Choice".
* May perform other duties as assigned.
About You:
* B.A or B.S. in finance or accounting and/or equivalent combination of experience and training, required.
* Master of Business Administration and/or Chartered Financial Analyst designation, preferred.
* 5 years of industry work experience, required.
* 5 years of Experience with trust software, preferred.
* Thorough understanding and ability to interpret moderately complex accounting literature and accounting pronouncements, regulations, practice, and theory, as well as the ability to apply this knowledge to day-to-day activities.
* Intermediate computer skills with an emphasis on Microsoft Office products, including Excel and WordOrganizational and project management skills.
* Effective team player.
* Effective verbal and written communication skills.
* Ability to meet bonding requirements for employment purpose.
* Stays informed of developments in security markets.
* Performs investment research.
* High level of understanding of asset allocation strategies.
* Skills and knowledge to manage individual equity or fixed income strategies.
Travel Type:
Occasional
The pay range for this role is $102,361.20 - $190,000.00.
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
Evergreen:
This posting is part of an evergreen requisition to create a pipeline of talent. If you are interested in potential opportunities in this area, we encourage you to apply. While we may not have an immediate opening at this time, we are always looking for top talent and will reach out as positions become available in the posted locations.
Our Benefits:
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: ************************.
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
$50k-90k yearly est. Auto-Apply 6d ago
Senior Manager, Asset Management - Federal Tax
KPMG 4.8
Portfolio manager job in Boise, ID
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm
KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax Services practice.
Responsibilities:
* Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients
* Work as part of a multi-disciplinary team helping to provide industry knowledge and experiences
* Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients
* Manage teams of tax professionals and assistants working on client projects
* Advise clients and be accountable for delivering high quality tax service and advice
* Participate in and contribute to market and business activities external to the firm
Additional responsibilities for Senior Manager:
* Manage risk and financial performance of engagements including billing, collections, and project budgets
* Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice
Qualifications:
* Minimum five years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm
* Bachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
* Prior experience with pass-through entities and partnerships
* Experience managing multiple client engagements and client service teams
Additional qualifications for Senior Manager:
* Minimum eight years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm
* Experience mentoring and counseling staff level team members
KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Follow this link to obtain salary ranges by city outside of CA:
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California Salary Range: $135700 - $273400
KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
How much does a portfolio manager earn in Boise, ID?
The average portfolio manager in Boise, ID earns between $46,000 and $154,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.
Average portfolio manager salary in Boise, ID
$85,000
What are the biggest employers of Portfolio Managers in Boise, ID?
The biggest employers of Portfolio Managers in Boise, ID are: