Portfolio manager jobs in Boise, ID

Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career. This is an in-office role with the office being located UT or ID. The ideal candidate for the Portfolio Manager will have the skills and experience necessary to fulfill the following responsibilities and qualifications: * Manage and service a portfolio of existing loan relationships. * Expand and build relationships with a high degree of resultant customer satisfaction. * Ensure financial statements are spread and analyzed, address industry risks, monitor collateral requirements, loan structuring and pricing, credit analysis, underwriting, monitor credit performance, and assist with loan presentations. * Handle reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc. * Keep informed of financial and market trends in the portfolio and analyze those trends for the effect they will have on the portfolio. * Assists bankers with new and existing loan requests and other special projects. * Perform other duties as assigned. Qualifications: * Requires a bachelor's degree in Finance, Business, or other related field and 2+ years of banking, relationship management, lending, underwriting and credit experience or other directly related experience. * An equivalent combination of education and experience may meet qualifications. * Knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc. * Knowledge of banking products, services, policies, procedures and regulations. * Solid credit skills in underwriting, financial modeling, valuations and adherence to policy. * Requires solid customer service, relationship, organizational, analytical and creative problem-solving skills. * Ability to meet deadlines. * Must have solid communications skills, both verbal and written. * Knowledge of various software applications including word processing and spreadsheets. 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 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 * Employees may, at the company's discretion, be eligible to receive a cash bonus award Salary Range: (depending on experience) $80,000-$90,000

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 Portfolio Manager 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.

About this role: Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager within the Commercial Banking Group. This is a great opportunity to work with one of the top commercial banking lenders in the U.S. Learn more about the career areas and lines of business at wellsfargojobs.com. #CommercialBanking In this role, you will: * Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex business and technical needs across groups and functions * Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas of the company * Deliver solutions that are long term, large scale, which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others * Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large scale, cross functional, or companywide strategies within Commercial Banking Portfolio Management functional area * Engage with Commercial Banking Portfolio Management professionals and managers across the company and serve as an expert advisor to leadership Required Qualifications: * 7+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Deep knowledge of Commercial Banking Market Coverage credit systems and institutional risk appetite frameworks * Extensive experience in commercial credit underwriting and credit approval processes across diverse industries and client segments * Extensive experience and advanced knowledge in structuring complex credit facilities * Deep understanding of credit policy, regulatory compliance, and enterprise risk management principles * Proven experience supporting both Middle Market and Emerging Middle Market clients, with a strong grasp of their unique credit needs and risk profiles * Demonstrated experience working collaboratively to deliver the organization to clients and prospects * Demonstrated experience generating new client relationships, building and retaining long-term client relationships * Experience developing and maintaining external and internal partnerships * Demonstrated ability to negotiate pricing, terms, collateral structures, and covenants in alignment with risk-return objectives * Comprehensive knowledge of commercial and specialty banking products, including treasury management, capital markets, and industry-specific solutions * In-depth understanding of loan servicing, portfolio monitoring, and early warning indicators for credit deterioration * Exceptional communication skills, with the ability to convey complex credit decisions clearly and persuasively to internal and external stakeholders * Highly organized, with the ability to manage multiple priorities, meet tight deadlines, and drive credit decisions in a fast-paced environment * Advanced degree or professional certification (e.g., CFA, CPA, CRC) preferred Job Expectations: * Ability to travel up to 20% of the time * This position does not support Visa Sponsorship * Ability to work a hybrid work schedule * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Job Locations: * 21255 Burbank Blvd - Woodland Hills, CA 91367 * 2141 Rosecrans Ave - El Segundo, CA 90245 * 1655 Grant St - Concord, CA 94520 * 2030 Main St - Irvine, CA 92614 * 299 S Main St - Salt Lake City, UT * 2410 S Power Rd - Mesa, AZ * 877 W Main St - Boise, ID 83702 * 205 108th Ave NE - Bellevue, WA 98004 * 1201 Pacific Ave - Tacoma, WA 98402 * 999 3rd Ave - Seattle, WA Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $159,000.00 - $305,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 13 Nov 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Anticipated salary range:** $105,100 - $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 plan + 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:** 12/16/2025 *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. **What Portfolio Management contributes to Cardinal Health** Portfolio Management is responsible for creating and managing diverse strategic supplier partnerships that drive enterprise value with innovation, best cost and competitive advantages that benefit customers, suppliers and patients. Develops and executes strategic plans by leveraging market intelligence, industry knowledge and cross-functional collaboration. Competitive advantage is created through supplier selection and management, contract negotiation, supply chain optimization and risk mitigation. Portfolio Management provides supplier relationship management, end to end supply chain support, and cross-functional operational improvements. Leverage fact-based data and analytics to negotiate contracts for good and services that meet or exceed fiscal expectations. Manages and optimizes supplier relationships and product portfolio to drive financial results, increase market share and exceed customer expectations **_Job Summary_** The Manager, Portfolio Management has full profit-and-loss responsibility for a product category within AtHome Solutions and drives increased revenue, profitability, market share, and brand awareness. Reporting to a Director, Portfolio Management, this job negotiates favorable agreements with vendors, executes product promotions, and tracks product changes. **_Responsibilities:_** + Intimate knowledge of the CPAP and/or Respiratory Category Market + Leverages market and competitive intelligence to develop strategic category plans and deliver on financial objectives for the product category. Applies expert knowledge of the category to support commercial team and other areas of the business. + Fosters key supplier relationships and negotiates favorable agreements within the product category, applying strong financial and business acumen. Typically interacts with suppliers on an annual basis and continually evaluates supplier performance both financially and operationally. + Collaborates with cross functional stakeholders including Pricing, Marketing, Legal, Quality, Regulatory, Planning, Inventory Management, Finance, Sales and Operations to gain internal alignment and gather information necessary to execute category strategy. + Continually monitors revenue and expenses for product category against established goals and reports to Director, Portfolio Management on performance of product category and individual products. + Manages and optimizes category assortment planning, creating the most advantageous mix and positioning of products in the category. + With strong financial acumen, assesses sales trends and forecasts based on SKU data and evaluates implications for merchandising and pricing strategies. + Attends trade shows, conferences, and other industry events to stay abreast of market developments, liaise with suppliers, and assess new merchandising and supplier opportunities. + Provides guidance to less-experienced Advisor, Portfolio Management within products division based on category management experience. **_Qualifications:_** + 8-12 years of experience, preferred + Bachelor's degree in related field, or equivalent work experience, preferred + Ability to analyze numbers and data + Microsoft Office knowledge + Previous category, product or sourcing management experience preferred + Exceptional communication and collaboration skills + Must be willing to travel up to 25% **_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 + Ensures employees operate within guidelines + Decisions have a short term impact on work processes, outcomes and customers + Interacts with subordinates, peers, customers, and suppliers at various management levels; may interact with senior management + Interactions normally involve resolution of issues related to operations and/or projects + Gains consensus from various parties involved _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 (***************************************************************************************************************************

If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. can be located at Billings, MT; Bend, OR; Boise, ID, Omaha, NE and Sioux Falls, SD. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible. * Generous Paid Time Off (PTO) in addition to paid federal holidays. * Student debt employer repayment program. * 401(k) retirement plan with a 6% match. * The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it. We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate. SUMMARY The Senior Fixed Income Investment Analyst is a key contributor to the Corporate Treasury team with deep subject matter expertise developed in investment securities analysis, investment portfolio analysis, liquidity, interest rate risk, capital, and capital market risk management. This key position is a leader with ability to independently manage multiple projects, conduct analysis and present findings/conclusions/recommendations to Corporate Treasury leadership team, senior management and executive management. The Senior Fixed Investment Analyst will lead tactical and day-to-day responsibilities related to one or more of the following: investment and portfolio analysis, liquidity management, liquidity stress testing, capital management, capital stress testing, interest rate risk analysis, investment and portfolio analysis, and SEC reporting while ensuring compliance with relevant regulatory guidance, internal policies and procedures, tight controls, a repeatable process that optimizes technology and SOX compliance. ESSENTIAL DUTIES AND RESPONSIBILITIES * Provides analytical leadership, project management and presentation development to assist Corporate Treasury management to meet strategic, tactical and daily objectives in following areas of Fixed Income Portfolio Management: * Conduct fundamental analysis on First Interstate's fixed income investment portfolio. Analysis will be both bottom up (security specific) and top down (portfolio and sector level) in assessing bonds from a variety of asset classes/issuers. Analysis will also be conducted as part of strategic balance sheet management, partnering with other subject matter experts (SME) to provide insight on First Interstate's investment portfolio in context of balance sheet management. * Be a subject matter expert on all securities in First Interstate's fixed income investment portfolio with deep knowledge of drivers of security specific cash flows, supply/demand trends and macro market conditions. Conduct diligence on new investment opportunities and monitor performance of existing investments. Enhance existing processes and develop new processes to further understanding of fixed income investment portfolio. * Lead on relative value and portfolio optimization with view towards identifying opportunities that meet return on capital objectives and organization risk tolerances. * Conduct Interest Rate Risk analysis of securities portfolio and partner with Corporate Treasury Interest Rate Risk team to evaluate and make recommendations on portfolio optimization to achieve organization interest rate risk objectives. * Conduct Liquidity Risk analysis of securities portfolio and partner with Corporate Treasury Liquidity Risk team to evaluate liquidity risk of investment portfolio. * Conduct analysis of securities portfolio and partner with Corporate Treasury Capital team to evaluate risks to capital of investment portfolio and identify solutions to manage risk. * Provide back-up to Capital Market Director in capital market execution activities. * Work in alignment with FP&A in preparation of the annual operating budget, business case development and ongoing financial forecasting. * Work in alignment with Corporate Accounting to facilitate various SEC and regulatory reporting requests. * Develop junior Corporate Treasury talent to create capacity, accelerate collaboration and develop future Corporate Treasury subject matter experts. * Assist Corporate Treasury management to address audits, model validations, counterparty risk assessments, business continuity plans, application risk assessments, and other applicable requests from the 2nd and 3rd lines. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. KNOWLEDGE, SKILLS AND ABILITIES * Working knowledge of bank investment portfolio management strategies. Strong analytical skills. * Ability to manage multiple projects simultaneously and present findings to senior and executive management. * Strong verbal and written communication skills. * High proficiency in basic PC applications (Microsoft Word / Excel/ PowerPoint). Proficiency in data analytics and knowledge of SQL or other programing languages (e.g.: Python, R) a plus. Knowledge of Tableau a plus. * Strong knowledge of fixed income pricing methodologies, prepayment and default models. * Ability to build and maintain relationships * Skilled in maintaining confidentiality. EDUCATION AND/OR EXPERIENCE * Bachelor's Degree with emphasis in Finance, Accounting, Economics, Mathematics, or Engineering required or * Master's Degree MBA preferred * 4-6 progressive Fixed Income Investment experience, with developed expertise in one or more of the following of the following asset classes (RMBS, CMBS, CLO, ABS, Municipals, Corporates) and experience in fixed income analytics and research using fixed income packages such as Bloomberg, Intex and Yield Book required. LICENSES AND CERTIFICATIONS * Chartered Financial Analyst (CFA) preferred PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. * Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently * Sitting - Frequently * Standing - Occasionally * Noise Level - Moderate * Typical Work hours - M-F (8-5) * Regular and Predictable Attendance - Required If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

Follow the instructions below to apply with the Canyon County Sheriff's Office THE FOLLOWING ADDITIONAL FORMS ARE MANDATORY FOR ALL SHERIFF'S OFFICE APPLICANTS. Application will be considered incomplete IF NOT SUBMITTED: CCSO Additional Documents The Authorization to Release needs to be notarized; we can provide that service for you in our HR office, if needed. You must be present at the time of signing with a valid Photo ID. Proof of education copy - Applicants must provide GED, high school and or college transcripts. Annual salary: $85,300 - $101,493 DOE OPEN UNTIL FILLED Job Summary The Financial Manager oversees all fiscal and budgetary functions of the Canyon County Sheriff's Office. This position provides critical financial counsel to Command Staff, ensuring fiscal integrity, compliance, and accountability. Responsibilities include development, implementation, and monitoring of annual budgets, oversight of payroll and accounting processes, contract and grant coordination, and preparation of detailed financial reporting. The role requires exceptional analytical skills and advanced knowledge of municipal finance. This position reports to the Chief Deputy and is required to effectively collaborate with the County Clerk, Controller and other Sheriff's Office Command Staff. Key Responsibilities: Budget Management and Planning o Prepare, monitor and administer multiple budgets across Sheriff's Office divisions and programs o Provide fiscal analysis and projections to identify potential shortfalls and funding needs o Prepare and present annual budget requests and reports to the Board of County Commissioners o Ensure compliance with County policies and applicable laws governing public funds Financial Operations and Oversight o Audit, approve and sign financial transactions, vouchers, and requisitions o Manage payroll timesheet reviews, and overtime tracking for all Sheriff Office employees o Balance petty cash, deposits, and accounts payable/receivable systems o Maintain detailed fiscal documentation and ledgers for all funds, grants and programs Financial Reporting and Analysis o Prepare monthly financial reports and deliver briefings to the Chief Deputy and Sheriff o Coordinate financial information sharing with the County Clerk and Controller to ensure transparency o Develop and maintain budget forecasts and analytical reports to support leadership decisions Leadership, Collaboration and Compliance o Provide financial advice and guidance to the Chief Deputy and Sheriff regarding Sheriff's Office budgetary and financial matters o Provide financial guidance and technical support to Command Staff and Division Commanders o Cross-train and collaborate with Senior Financial Specialists within the Finance Division o Ensure all financial procedures comply with applicable federal, state and local regulations. Other Duties o Performs all work duties and activities following County policies, procedures, and safety practices o All other duties as assigned Qualifications Skills and Abilities · Comprehensive understanding of municipal finance, accounting, fund accounting and public-sector budgeting principles. · Ability to interpret and apply federal, state, and local financial regulations and policies · Skill in developing, analyzing, and monitoring complex budgets and financial reports. · Proficiency in grant and contract administration, fiscal forecasting, and compliance tracking. · Strong analytical, problem-solving, and decision-making abilities within established policies and laws. · Demonstrated competency in research, report writing, and presentation of financial data in clear, understandable terms. · Proficient use of computers, accounting systems, and related financial or office software. · Effective verbal and written communication skills, including grammar, clarity, and professional correspondence. · Strong interpersonal and customer service skills with the ability to collaborate across departments and with external stakeholders. · Ability to organize multiple priorities, maintain accurate records, and perform work with accuracy and efficiency under time constraints. Special Qualifications · Must successfully complete a background investigation through the National Crime Information Center (NCIC), a polygraph examination and pre-employment drug screen. Education and Experience · Bachelor's degree in accounting, finance or related field (Certified Public Accountant preferred); and · Five (5) to Ten (10) yeas of finance and budgeting experience required, preferable in a law enforcement setting; and · Two (2) to Three (3) years of supervisory experience preferred; or · Any equivalent combination of experience and training which provides the knowledge and abilities necessary to perform the work Essential Physical Abilities · Clear speech with or without an accommodation, to effectively convey detailed or important instructions or ideas accurately, loudly and/or quickly · Sufficient clarity of hearing with or without reasonable accommodation to enable the employee to hear average or normal conversations and receive ordinary information · Visual acuity, with or without an accommodation, to read instructions, review and organize documents · Requires sufficient personal mobility and physical reflexes, which permits the employee to function in a general office environment to accomplish tasks · Ability to lift 25 lbs Disclaimer: To perform this job successfully, an individual must be able to perform the primary job responsibilities satisfactorily with or without reasonable accommodation. The above statements are intended to describe the general nature and level of work being assigned to this job. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of individuals in the job. This is not an employment agreement and/or an expressed or implied employment contract. Management has the exclusive right to alter this job description at any time without notice. Canyon County is an Equal Opportunity Employer. Employment decisions related to recruitment and selection are made without regard to race, color, religion, sex, national origin, age, disability or genetics.

As the **Portfolio Manager - BBBLC** **,** you will be responsible for assisting Business Banking and Practice Finance officers in the portfolio management activities (generally loans over $500,000) that are reviewed, decisioned and managed by the BBLC (Business Banking Loan Center). You will partner with and support both relationship managers and client managers. You will perform credit underwriting related to requests for renewals, modifications, changes in terms, credit reviews and reaffirmations for the Business Banking and credit portfolios. **How** **you'll** **spend your time: ** + You will analyze business and personal financial statements and work with the Business Banking Loan Center underwriting team to perform financial spreading of those statements. + You will present solutions to credit structure, covenants, financial reporting requirements and other credit conditions to the Underwriter. + You will monitor portfolio continuously by tracking loan exceptions, BBC, covenants, pasdues and other portfolio management activities. + You will recognize and manage early warning signs for the portfolio on a recurring basis and follow established protocol for actions that need to be taken. + You will provide specialized risk guidance and advice on existing portfolio of watch list credits across a multi-state geographical footprint. + You will secure financial information and test covenants requirements. + You will provide timely client follow up and ensure that loan servicing actions, such as past due payment collections, demand letters, law suits, and liquidations are properly administered. You may perform site visits if needed. + You will address complaints successfully, resolve documentation exceptions and covenant requirement violations. + Other duties as assigned. **We're** **excited to talk with you if:** + You possess a Bachelor's Degree in Business, Accounting, Finance or related area with at least 6 hours of accounting AND 1+ year in Business Loan experience (up to $5MM) AND 1+ year credit analysis experience. + OR, you have any combination of education and experience that would provide an equivalent background. + You demonstrate credit decision making skills and ability. + You demonstrate financial analytical skills with ability to solve complex problems by interpreting data and results. + You demonstrate excellent writing skills to create credit memos. + You demonstrate excellent verbal and interpersonal skills to communicate with sales force and credit managers. + You demonstrateability to work independently. + You demonstrateproficiencyof Excel, and Word to create tables and worksheets for credit memos. **Bonus points if:** + You have previous Business Loancollections experience. + You have 2 years' Business Loan credit underwriting. + You have knowledge of Capital Stream, FIS/BIS. + You have an aptitude to think strategically and envision future state of the portfolio. APPLICATION DEADLINE: NOVEMBER 15, 2025 **Compensation Range:** $56,890.00 - $109,270.00 _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

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care. As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day. **POSITION SUMMARY** At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care. As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day. Currently, we are seeking a ServiceNow Software Asset Manager who will be responsible for the creation and maintenance of accurate software asset records, including Software Models, Discovery Models, and Entitlements. This role ensures effective tracking, management, and optimization of CVS software assets, covering both client and server-based products, with a focus on license compliance, cost efficiency, and lifecycle governance. This individual will also collaborate with teams across CVS Health, including Finance, Procurement, Governance, Security, Vendor Management, IT Renewals and Purchasing Operations, IT Services, and Software Product Stakeholders to reconcile software deployments with license and maintenance entitlements. This partnership ensures that all accounting, regulatory, corporate, and legal requirements related to IT software assets are consistently met and adhered to. **_This incumbent will execute the activities below:_** + Create and maintain software asset information, including Software Models, Software Discovery Models, Software Entitlements & Software Catalog Items using ServiceNow SAM Pro. + Build and manage strong working relationships across the organization, including with ServiceNow Platform stakeholders, IT Services, Business Application Owners, Governance, and Procurement teams + Resolve unmatched or partially normalized Software Discovery Models to ensure data integrity + Execute reconciliation by comparing entitlements with discovered software installations to determine effective license positions for each in-scope publisher + Analyze reconciliation reports to determine required actions to address non-compliant software installations + Analyze software usage reports and establishing removal rules for infrequently used software + Ensure contractual compliance with license counts and permitted deployment/use to mitigate risks associated with external vendor audits + Lead complex internal and external audits related to IT Asset Management and delivery resolutions aligned with audit plans + Research vendor licensing models, product use rights, licensing metrics, and entitlements for software assets + Collaborate with internal teams to maintain and enhance the Colleague Zone AppStore, including opportunities for streamlining and automation + Identify and pursue opportunities for cost savings, cost avoidance, software reuse, and consolidation + Validate software installation inventory and license compliance reports + Provide requirements, use cases, user stories to support new or improved SAM functionality **_What We Expect of You_** **ServiceNow Technical Expertise** + Hands-on experience with ServiceNow SAM Pro (Yokohama or later), including entitlement configuration, discovery model normalization, software model configuration, lifecycle management, and publisher pack administration + Strong understanding of the relationship between software models, catalog items, client software delivery processes and associated workflows within ServiceNow + Deep knowledge of licensing metrics and contract terms for Tier 1 publishers (Microsoft, IBM, Oracle, VMware, Broadcom), with practical experience configuring these within ServiceNow SAM Pro **ServiceNow Asset Management Expertise** + Proficient in managing the full software asset lifecycle, from request and procurement through discovery, allocation, reclamation, and retirement + Skilled in maintaining contractual compliance and leading internal and external audits to ensure alignment with regulatory and corporate standards **Analytical & Problem-Solving Skills** + Strong quantitative and analytical capabilities to interpret reconciliation and usage reports, identify non-compliance, and recommend corrective actions + Demonstrate exceptional attention to detail in managing complex software asset data, ensuring accuracy in software models, entitlements, discovery normalization, and reconciliation processes + Maintain precision when interpreting licensing terms, configuring SAM Pro settings, and validating compliance reports + Proactively identifies discrepancies and inconsistencies in software usage, licensing, and inventory, and takes corrective action to ensure data integrity and audit readiness + Apply a meticulous approach to documentation, reporting, and communication across cross-functional teams and stakeholders **Collaboration & Communication** + Experience partnering with cross-functional teams including Finance, Procurement, Governance, Security, IT Services, and Software Product Stakeholders + Excellent written and verbal communication skills across platforms (e.g., SharePoint, Teams, email), with the ability to present to both technical teams and senior leadership + Strong interpersonal skills with the ability to collaborate across departments and influence stakeholders on the value and impact of SAM practices **REQUIRED QUALIFICATIONS** + **5+ years of hands-on experience in Software Asset Management (SAM) operations using ServiceNow SAM Pro (Yokohama or later)** , including: + End-to-end management of software asset data within ServiceNow SAM Pro + Uploading and configuring entitlements (e.g., software suites, inference percentages, downgrade rights) + Reviewing and normalizing software discovery models + Creating and managing discovery maps and software model configurations + Administering publisher packs for both server and client software + Managing software lifecycle processes and reclamation rules + **5+ years of experience in enterprise software asset management** , with expertise in: + Licensing requirements and metrics for Tier 1 software publishers (Microsoft, IBM, Oracle, VMware, Broadcom) + Software contract terms and conditions, including end-user license agreements + Cost savings and risk mitigation strategies within IT asset management + Software normalization, entitlements, discovery, and license true ups + Full software lifecycle processes: request, procurement, discovery, management, reclamation, and retirement **PREFERRED QUALIFICATIONS** + Proven ability to identify and drive cost savings and risk reduction opportunities + Strong ability to work independently and collaboratively within cross-functional teams + Skilled in developing and delivering presentations and materials for diverse audiences, including senior leadership + Excellent communication skills across multiple formats (written, verbal, email, collaboration platforms such as SharePoint and Teams) + Strong analytical and problem-solving capabilities, with the ability to organize and interpret large volumes of data + Exceptional interpersonal skills, with the ability to engage and collaborate effectively across all organizational levels **EDUCATION** Bachelor's degree from accredited university or equivalent work experience (HS diploma + 4 years relevant experience). **BUSINESS OVERVIEW** Bring your heart to CVS Health Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand - with heart at its center - our purpose sends a personal message that how we deliver our services is just as important as what we deliver. Our Heart At Work Behaviors support this purpose. We want everyone who works at CVS Health to feel empowered by the role they play in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable. We strive to promote and sustain a culture of diversity, inclusion and belonging every day. CVS Health is an affirmative action employer, and is an equal opportunity employer, as are the physician-owned businesses for which CVS Health provides management services. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. We proudly support and encourage people with military experience (active, veterans, reservists and National Guard) as well as military spouses to apply for CVS Health job opportunities. **Anticipated Weekly Hours** 40 **Time Type** Full time **Pay Range** The typical pay range for this role is: $83,430.00 - $222,480.00 This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong. **Great benefits for great people** We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include: + **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** . + **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. + **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility. For more information, visit ***************************************** We anticipate the application window for this opening will close on: 11/30/2025 Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws. We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

The Public Employee Retirement System of Idaho (PERSI) is a public pension fund headquartered in Boise, with approximately $27 billion in assets. Our mission is to provide a secure retirement for PERSI members and beneficiaries. Our vision is to be the premier public retirement system, respected by customers, peers, and the community, and known for professional service, technological advancement, and fund stability. This is a 'generalist' position for a senior investment professional who will play an integral role on PERSI's investment team. You will report directly to the Chief Investment Officer and cover a broad range of responsibilities across all funds (Defined Benefit, Defined Contribution, Sick Leave) and asset classes (public and private). This role offers significant exposure to the administrative and operational components (legal, accounting) of fund management, which requires a curious, detail-oriented and collaborative professional.The Investment Officer will assist with the oversight and management of PERSI's investment portfolio, focusing on the administrative and operational components of Fund management. This includes aspects of manager due diligence and reviews, searches, transitions, rebalancing, cash and custody operations, custodial reporting and analytics, corporate governance activities, participating in actuarial and capital markets discussions, learning and understanding industry trends, coordinating with internal staff and external providers, and interacting with industry peers. This position will provide overall support and assistance to the Chief Investment Officer and Deputy Chief Investment Officer in all activities, as requested. SPECIAL NOTIFICATION: This position is exempt from classified state service and the rules of the Division of Human Resources and the Idaho Personnel Commission. This position is appointed by and serves at the pleasure of the Chief Investment Officer. Example of duties: Typical responsibilities may include, but are not limited to: * Researching market trends * Assisting in ongoing monitoring of investment managers * Participating in manager searches and transitions * Creating and preparing investment related reports and presentations * Working with consultants, advisors, internal/external legal counsel, and other professional service providers (i.e. record keepers, actuaries, etc.) * Reviewing and revising policies and guidelines * Interacting with PERSI's accounting operations team and custodian regarding portfolio accounting, to include private portfolios (real estate and private equity - distributions, capital calls, fees), the DC plan, and sick leave fund * Reviewing and ensuring appropriate processes, controls, and systems are in place * Utilizing the custodial reporting system and other systems available to us to enhance reports * Coordinating and interacting with the Administrative Assistant, internal/external legal counsel, IT team, and Communications Officers in responding to public records act requests and updating website reports * Working with staff and utilizing custodial reporting system to automate, generate, and reply to periodic survey and Public Records Act Requests * Learning and understanding industry trends and peers * Assisting and supporting the investment team with data, analysis, research, or special projects as assigned by Chief Investment Officer or Deputy Chief Investment Officer. This position may involve travel, varying from 0-20% of the time, subject to change, depending on experience, interest, and need. Travel may include, but is not limited to, pension industry conferences, investment industry related meetings/conferences, and educational or training opportunities. We are seeking a highly motivated and detail-oriented team member with a passion for institutional investing. The ideal candidate has exceptional analytical skills, an aptitude for complex problem-solving, and a strong commitment to fiduciary principles and ethical conduct. Minimum Qualifications: * Candidates must have a Bachelor's degree from an accredited university or college AND possess the following: * Five (5) years of institutional investing experience at a pension plan, foundation, endowment, family office, OR investment consulting, asset management experience * Seven (7) years of experience at a public pension plan * Chartered Financial Analyst (CFA) designation, OR a master's degree in finance/economics/business administration or related field, OR a JD AND * General knowledge of investment securities, investment operations, industry standards * General knowledge of and familiarity with the public pension plan and/or investment industry * General knowledge of investment performance measurement and reporting * Proficiency in Word, Excel, PowerPoint, and Adobe Acrobat * Ability to prepare and present written reports * Ability to read, interpret, and explain policies, laws, and regulations * Aptitude and interest in learning investment concepts, tools, vehicles, and strategies * Exceptional work ethic, critical thinker, attention to detail, and a strong commitment to teamwork Preferred Qualifications include: * Degree in Business, Finance, Economics, Accounting, or Law * Five (5) years or more of experience as an investment officer at a public pension plan or conducting public pension plan and/or investment fund related work * Broad knowledge of investment concepts, terminology, and vehicles * Good knowledge of statistics and financial analysis, portfolio, reporting systems, and/or risk analytics and evaluation tools * Experience using Bloomberg analytics and performance * Knowledgeable of and familiarity with the pension plan industry, portfolio theory, performance measurement, actuarial valuations, and asset/liability studies * Knowledgeable of and familiarity with portfolio design and construction, asset allocation, risk management, due diligence, and financial analysis * Knowledgeable of and familiarity with custodians and custodial reporting platforms * Knowledgeable of and familiarity with fiduciary principles and ethics * Ability to communicate, manage, and resolve issues independently and collectively * Ability to take on multiple tasks at a time * Ability to analyze and interpret portfolio reports Candidates who reach the final hiring stage will be required to participate in a criminal background check. Having a criminal record will not automatically eliminate applicants from consideration but may be considered as part of the hiring process. Application Process: To be considered for this position, please submit a cover letter and resume demonstrating how you meet the qualifications outlined above. We are accepting applications until a sufficient number of candidates have been received. This position will remain open until filled. If you have any questions, please email ****************** Benefits: This position is eligible for our comprehensive benefits package, including: Excellent low-cost medical, dental, and vision insurance Generous vacation and sick leave accrual beginning as soon as you start Eligibility for the Public Service Loan Forgiveness Program (PSLF) Paid parental leave Eleven paid holidays per year PERSI retirement, one of the nation's best state retirement systems Multiple savings plans Life insurance A healthy work/life balance Wellness programs; ongoing training opportunities; and more For additional information related to benefits and/or State programs, please visit **************************************************** EEO/ADA/Veteran: The State of Idaho is committed to providing equal employment opportunities and prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, political affiliation or belief, sex, national origin, genetics, or any other status protected under applicable federal, state, or local laws. The State of Idaho is committed to access and reasonable accommodations for individuals with disabilities, auxiliary aids and services are available upon request. If you require an accommodation at any step in our recruitment process, you are encouraged to contact ************** (TTY/TTD: 711), or email *****************************.

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 Technology Learning and Development to join our Business Tax Services organization. Responsibilities: * Identify, coordinate, and disseminate essential training programs that support the professional development and compliance needs of the team * Partner with the broader Learning & Development function to align local training with national initiatives and ensure team participation in relevant sessions * Design and implement tailored upskilling programs to address evolving team and business needs * Develop clear communication strategies to share key learnings and training opportunities across the team, bridging gaps in a virtual environment * Monitor participation and track the impact of training initiatives, providing feedback and recommendations for continuous improvement * Operate as a trusted advisor to leadership by identifying emerging skill gaps and proposing innovative solutions to address them * Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications: * Minimum five years of recent experience in Learning & Development, Talent Management, or Organizational Effectiveness, with experience supporting internal teams * Bachelor's degree in accounting, computer science, or education from an accredited college/university is preferred; minimum of a high school diploma or GED is required * Proven ability to design and deliver effective training programs (both in-person and virtual) * Strong collaboration and stakeholder management skills across diverse teams and geographies * Familiarity with adult learning principles, instructional design, and virtual learning technologies 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: ********************************************************************** California Salary Range: $101200 - $215100 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.

Full-time Description The Senior Risk Manager, North America, is responsible for overseeing credit and portfolio risk across the Bank's retail and specialty finance exposures in the region. This role supports BAWAG Group's warehouse lending and whole loan purchase activities by providing risk oversight, ensuring sound credit practices, and contributing to the expansion of the Group's North American portfolio. This position will be located in Boise and will be integrated with the Idaho First Bank team. This role will provide risk oversight of all retail and specialty finance originations across North America, working in conjunction with the Group Risk functions. Essential Functions: Lead risk due diligence of all new platforms and specialty finance lenders, Review of lending/servicing policies and procedures against market standards, BAWAG Group risk appetite Market overview of the asset class with identifying key macro risk drivers Financial and Business model resilience of the counterparty (sponsor/lending platform) Provide inputs into risk mitigation measures (e.g., deal covenants, cash sweep/default triggers, credit box set up etc.) Day to day oversight of portfolio servicing, and act as risk point of contact for all operational matters relating to these exposures. Lead Monthly servicer performance review Leverage group reporting/analytics team to monitor portfolio performance and come up with mitigating measures where needed Support Group risk with planning of risk metrics, lead discussions with auditors on risk matters relating to the portfolios Requirements Bachelors degree in Finance, Accounting or Business Administration 5-7 years of experience with a wide range of retail lending products in a control function (Risk/Finance) Experience working in a structured finance set up ideal, but not necessary About IFB Idaho First Bank Idaho First Bank (IFB) is a full-service state-chartered community bank established in October 2005 and headquartered in McCall, Idaho. Known for its People First and Community First motto, the Bank serves the greater Southwest Idaho and Central Oregon communities. Branch locations include McCall, New Meadows, Eagle, Ketchum, Nampa, Boise, Bend and Hailey. Idaho First Bank is a member of the FDIC and an Equal Housing Lender. For more information, visit us at ********************** Equal Opportunity Employer Salary Description $130,000 - $175,000

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?** As a Manager/Sr. Manager, you will: + Own, monitor and enhance all alternate underwriting strategies (including but not limited to) AXP Franchise Customers and Dynamic offers. + Evaluate new data sources from Marketing, Bureau etc. and uplift the UW decisions. + Deploy random tests around PL eligibility to better understand risk trends and optimize risk strategy + Manage partnership with Pricing, Finance and Marketing teams + Publish key MIS reports like Quarterly Initiative Tracker, Origination Waterfall etc. to generate insights **Minimum Qualifications** + Advanced Degree in a quantitative field such as Economics, Statistics, Mathematics, Operations Research, Engineering, Computer Science. + Strong collaborative/interpersonal skills and ability to work in a dynamic, constantly evolving environment with strong attention to detail. + Project management skills with demonstrated proficiency in leading multiple projects simultaneously. + Strong analytical skills, intellectual curiosity, and an innovative approach to solving both practical and theoretical business problems **Preferred Qualifications** + Industry experience in installment lending UW **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 U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Risk **Primary Location:** United States **Schedule** Full-time **Req ID:** 25020242

Job Description General Interest About Us: Catalyst Labs is a recruitment agency specializing in tax across North America, Caribbean, UK, Europe and in certain Asian jurisdictions such as HonKong, Singapore, South Korea and Taiwan. This is an open expression of interest for seasoned tax professionals looking to explore new opportunities. By submitting your CV, you will be considered for upcoming roles with our clientsranging from startups, fast-growing mid-sized businesses to investment entities, Big 4 and Large Corporates. We work directly with hiring partners who understand the value of strategic tax leadershipand we take pride in facilitating conversations that are aligned with your expertise and long-term goals. Who Can Apply: Anyone interested in Tax careers. Location: Anywhere in the USA, Caribbean, UK, Crown dependencies, Europe or East Asia. Experience: Trainee/entry-level to senior roles, from Senior Manager to Director and Partner. General Requirements by Role: Proven experience in public accounting, corporate tax departments, or top Law firms. Prior experience in a top tax firm or Big 4. Strong working knowledge of complex tax compliance, provision work or advisory services. Ideally specialized within one or two concentrations such as, corporate, partnership, international, private client, M&A, digital assets, Transfereeetc. Exposure to specialized areas such as SALT, transfer pricing, R&D tax credit, IRS controversy or FATCA is welcome. CPA qualification preferred; EA, MST/ LL.M in Tax are valued. Professionals with proven experience in Tax Technology are also welcome. Experience in managing and mentoring junior staff, as well as leading client-facing engagements. Familiarity with tax planning strategies, entity structuring, and M&A tax due diligence offshore structures is a strong plus. Why Work with us? Take advantage of the strong relationships we have built with the Big 4. Tap instantly into our global network for both access and insight. Work with competent recruiters who are deeply embedded with clients. We prioritize your confidentiality and privacy throughout the recruitment process. No spamming. Support on crafting the perfect resume for jobs we shortlist you for. Bypass gatekeepers, work directly with hiring managers and decision makers. Industry insights and assistance in salary negotiations. Note: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.

Job DescriptionBenefits/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 Summary Adolpho 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 agencys mission-driven growth. Youll 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 agencys 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 Bachelors degree in Accounting, Finance, Business Administration, or related field (Masters 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.

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: **************************************************************************

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Branch Manager to guide customers on their financial journey. We're a people-focused company looking for an Overstaff Branch Manager to lead and support a team dedicated to helping customers reach their financial goals. If you're a confident communicator and an optimistic forward-thinker, then you're an ideal candidate for this role. As an Overstaff Branch Manager, team members look to you for direction, motivation, and knowledge. Salary Pay: $35,500 - $43,000 What You'll Do Facilitate excellent customer service, leading team members by example toward customer care. Thoughtfully manage team members - directing, mentoring, and delegating their daily tasks. Address customer needs holistically, from pairing them with the right loan to assisting with taxes. Thoughtfully sell new & existing World products to help customers meet their financial needs. Support, collaborate with, and lean on the strengths and talents of your branch team. Maintain strong customer relationships and build community within your branch. Foster relationships in the community that organically drive loan & tax business to the branch. Why World? “The company is heading in a wonderful direction. I feel more appreciated than I ever have with World. There is a lot of opportunity to move up in the company.” - Branch Manager in Charleston, IL We promote from within, encouraging upward growth which includes profit share. With branches and operations in 16 states, we offer opportunities across the US. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: team members get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, sick days, vacation time, and a 401(k) plan (including company match). We'll get you home for dinner: your life outside of work is priority #1. Be part of a team with clear values, strong community, and a sense of belonging. You'll make a positive impact on the lives of the customers you serve. Experience That'll Wow Us A way of making both customers & team feel understood and taken care of. The willingness to evolve to meet needs and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. The ability to negotiate, strategize, and plan. Passion for customer service and quality-driven problem-solving. Management experience or history of strong teamwork: people skills are everything. A positive influence and the motivation to grow in leadership. Driving Requirements Must possess a valid driver's license and reliable transportation to independently transport bank deposits and fulfill other required job responsibilities, including travel between branches for training and business needs. This is a traveling role, with the expectation that you will work in different branch locations during training and as needed to fill in for branch staffing shortages. We're a people-focused company looking for a Branch Manager to lead and support a team dedicated to helping customers reach their financial goals. If you're a confident communicator and an optimistic forward-thinker, then you're an ideal candidate for this role. As a Branch Manager, team members look to you for direction, motivation, and knowledge. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem, Oregon Greenwood Village, Colorado Phoenix, Oregon San Diego, California South Jordan, Utah **Description** **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 ourassociates. 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 Portfolio Manager 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 projectsin order toensure 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 yearsof 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 WordOrganizationaland project management skills. + Effective team player. + Effective verbal and written communication skills. + Ability to meet bonding requirements for employmentpurpose. + 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 evergreenrequisition,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 basewagesand comprehensive benefits. Thepayrange for this role is $102,361.20 - $190,000.00, and the pay rate for theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The rolemay beeligible 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 isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout 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 onlyintendedfor individuals seekingemploymentat 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 resumestothis site or toany Columbia Bank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.

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 Manager to join our State and Local Tax (SALT) practice. Responsibilities: * Participate in compliance and consulting projects for multi-state alternative investment clients (hedge fund, fund of funds, private equity, real estate) * Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience * Review tax calculations and information presented on state income tax returns * Build and manage client relationships, and supervise, mentor, and develop staff Qualifications: * Minimum five years of recent experience preparing and/or reviewing state income tax returns for pass-through and corporate entities, providing technical advice on multi-state tax issues * Bachelor's degree from an accredited college or university; licensed CPA, EA, JD/LLM or MTX, 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 * Experience providing services to pass-through entities and a solid knowledge of relevant state tax concepts * Able to foster relationships both internally as well as with clients * Strong ability and desire to perform in a high-energy team environment * Exceptional writing, communication, project and team management and tax research skills 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, the firm 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 the firm publishes a calendar of holidays to be observed during the year and provides two firmwide 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 LLP (the U.S. member firm of KPMG International) 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 the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site). 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 portfolio management 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