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Portfolio Manager Jobs in Holt, MI

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  • Manager Solution Portfolio

    Highmark Health 4.5company rating

    Portfolio Manager Job 7 miles from Holt

    This job manages the end-to-end solutioning process from concept through activation including developing the design, performance metrics, and readiness for scale of the portfolio of solutions. Works within key matrix partners across the Living Health organization to engage the comprehensive listening system, market and customer/clinician insights, manage solution development roadmaps, and testing and scaling. Collaborates with a variety of Living Health Clinician dyad partners and the Design team to ensure expert clinical resources and other enterprise resources needed for an effective design process are deployed consistently in a well-defined matrix reporting structure. Responsible for coordinating teams of project managers, process engineers, designers, partners, and experts to inventory, evaluate, streamline, and design/re-design clinical solutions. Works with clinical, analytic, and business teams to understand the pain points associated with customer journeys and define the correct solutions. Partners with activation teams to craft the project plans to deploy and scale those solutions to customers. Makes formal documentation and recommendations regarding best in class solutions that should be adopted. Once adopted, the role will provide support for for managing vendor relationships and obligations and driving adoption of those solutions. **ESSENTIAL RESPONSIBILITIES** + Perform management responsibilities to include, but are not limited to: involved in hiring and termination decisions, coaching and development, rewards and recognition, performance management and staff productivity. Plan, organize, staff, direct and control the day-to-day operations of the department; develop and implement policies and programs as necessary; may have budgetary responsibility and authority. + Supports leadership and guides team in collaborating with stakeholders to define, plan, and design the appropriate end-to-end cross-channel experiences and solutions from a customer and clinician point of view to achieve customer engagement, clinician engagement, health outcomes, and affordability targets and in support of scaling curated health model solutions. + Develop analytical frameworks, approach and methodology best practices to analyze strategy issues and monitor initiatives. Participate in software/tech capability evaluations, assessing vendor solutions, collaborate with ongoing partnerships with third parties such as digital agencies, software vendors, BCBSA, and other key vendors. + Conveys and prioritizes needs from comprehensive listening system in collaboration with Portfolio Insights & Acceleration and other Enterprise teams in the matrix to identify client, customer and clinician needs and expectations to support solution design and personalization. + Participate in design sessions with design team, experts and other business partners. Applies a variety of methods and approaches to facilitate problem solving; experiments to find the best solutions. + Help create visual content from strategies that explain the assumptions, approaches and key tenets. Monitors progress of Solution efforts and is responsible for sourcing Solution outcomes (ROI, KPIs) communicating them to Program Performance team, and manages dependencies across Solutions and escalates decisions as needed. + Other duties as assigned or requested. **EDUCATION** **Required** + Bachelor's degree in Business, Design, Healthcare Administration, Economics, Analytics or related field or relevant experience and/or education as determined by the company in lieu of bachelor's degree **Preferred** + Master's degree in Business, Design, Healthcare Administration, Economics, Analytics or related field" **EXPERIENCE** **Required** + 5 years (post-graduate) in the area of specialization, including leading large projects + 3 years in Business or Healthcare + 3 years in a management or leadership role **Preferred** + 3 years in Health Insurance and/or provider operations + 3 years in Product Management + 1 year in Operational Improvement **LICENSES or CERTIFICATIONS** **Required** + None **Preferred** + Product Management Certification **SKILLS** + Through knowledge of membership, rates, financial, economic and competitive data + Excellent written, interpersonal, communication, and presentation skills + Highly motivated with exceptional organizational skills, including the ability to effectively and competently handle multiple projects simultaneously and the flexibility and ability to quickly adapt to changes in work objectives, promotions, and available technology + Experience developing business cases, and building ROI for programs from planning through execution + Ability to lead within a matrixed organization to partner with clinical experts + Leads with a true sense of urgency with the ability to engage the workforce to do the right thing every time for our customers and clinicians + Experience using sketches, flow diagrams, wireframes, mockups, prototypes, member experience blueprints, and visual concepts + Leads with a customer and clinician-centric lens and advocates for a combined customer and clinician view in all interactions **Language (Other than English):** None **Travel Requirement:** 0% - 25% **PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS** **Position Type** Office-based Teaches / trains others regularly Occasionally Travel regularly from the office to various work sites or from site-to-site Rarely Works primarily out-of-the office selling products/services (sales employees) Never Physical work site required Yes Lifting: up to 10 pounds Constantly Lifting: 10 to 25 pounds Occasionally Lifting: 25 to 50 pounds Rarely **_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._ **_Compliance Requirement_** _: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._ _As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company's Handbook of Privacy Policies and Practices and Information Security Policy._ _Furthermore, it is every employee's responsibility to comply with the company's Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements._ **Pay Range Minimum:** $92,300.00 **Pay Range Maximum:** $170,800.00 _Base pay is determined by a variety of factors including a candidate's qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._ Highmark Health and its affiliates 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, age, religion, sex, national origin, sexual orientation/gender identity or any other category protected by applicable federal, state or local law. Highmark Health and its affiliates take affirmative action to employ and advance in employment individuals without regard to race, color, age, religion, sex, national origin, sexual orientation/gender identity, protected veteran status or disability. EEO is The Law Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled/Sexual Orientation/Gender Identity ( _********************************************************************************************************* ) We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact number below. For accommodation requests, please contact HR Services Online at ***************************** California Consumer Privacy Act Employees, Contractors, and Applicants Notice Req ID: J253091
    $92.3k-170.8k yearly 10d ago
  • Portfolio Strategy Lead

    Cushman & Wakefield 4.5company rating

    Portfolio Manager Job 7 miles from Holt

    **Job Title** Portfolio Strategy Lead As a member of Cushman & Wakefield's Portfolio Advisory Group, the Portfolio Strategist will be dedicated to one or more of Cushman & Wakefield's most dynamic client accounts. In this role, you will collaborate closely with peers and the account team to support a client's strategic real estate vision. As the Portfolio Strategy Lead, you will maintain a thorough understanding of a client's global real estate portfolio and oversee optimization efforts, including the ongoing management of a comprehensive Plan of Record. With support from complimentary account team members, you will oversee financial cost saving initiatives and progress towards client's enterprise goals. **Job Description** **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Ability to think strategically and creatively, to articulate client challenges and demonstrate how the real estate portfolio strategy can address enterprise business objectives. + Gather data across a broad range of sources, perform careful analysis, synthesize trends into takeaways and prepare thoughtful reporting for executive review. This detail-oriented professional will play a critical role in helping our account teams identify strategic opportunities, mitigate risk, and bring real estate opportunities to life. + Responsible for providing analytical support, research, BI report development that supports real estate strategy workstreams across a client's real estate portfolio. Ability to develop a storyline and executive deliverables that aid stakeholder consensus and approval. + Strong eye for executive infographics, distilling complex data sets to action-oriented insights. + Support client's internal deal approval protocols; this includes developing a storyline and deliverables that result in stakeholder consensus and approval. Carefully document potential cost implications, risk and timeline impacts for key strategic initiatives. + Support client's internal capital and budget planning processes, as required. Rationalize our client's forward-looking pipeline with asset-level Plan of Record documentation. + Coordinate with account team and client stakeholders to ensure tracking and reporting of client(s) deliverables. Provide cross-functional partnership with transactional teams and client stakeholders. + Perform outreach to account leaders to diagnose challenges and problem areas, then drive & facilitate the delivery and presentation of insights & analytics related to those challenges. + Track programmatic delivery to accounts and the outcomes of that delivery with the account teams. + Collaborate with global team members in the development of innovative analytics, tools, and processes + Perform industry research and analysis, helping to benchmark client activities to industry best practice. + Comfort program managing analytical projects which may include business intelligence and geospatial reporting. + Ensure portfolio-wide SLA's & KPI's are achieved and aligned with contractual agreements. + Support ad-hoc strategic projects as client needs arise. **EDUCATION and EXPERIENCE** + Bachelor's degree required in related field. + 5-10+ years of experience in a real estate portfolio strategy or strategic consulting position. + Comfort in broad real estate asset types is preferred + Experience in Microsoft Power BI, Tableau, Alteryx and/or ESRI is a great value-add but not required. + Prior experience in commercial real estate is required. + Demonstrated leadership, self-management, and problem resolution skills. Ability to manage, review, and analyze a large volume of transactions globally. + Excellent interpersonal skills and ability to work in a team environment. Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $127,500.00 - $150,000.00 Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ****************** or email *************************** . Please refer to the job title and job location when you contact us.
    $127.5k-150k yearly Easy Apply 37d ago
  • Tax Manager - Financial Services - Wealth and Asset Management Client Delivery Services - EDGE

    EY 4.7company rating

    Portfolio Manager Job 7 miles from Holt

    At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. This position could be located in NY, NJ, CT, MA, NC, FL, IL, TX, CA. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. The opportunity EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. Your key responsibilities A Services Manager in FSO EDGE WAM will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting, and tax projects are timely and accurately completed. You will work alongside practice office professional serving clients, based on their time demands, as one team. Responsibilities include + Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution + Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables + Ability to lead projects and work independently, with guidance in only the most complex situations + Incumbent has specialized depth and/or breadth of expertise + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Support effective long-term relationships and manage workflow effectively with our clients + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics + Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors. + Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to team members Skills and attributes for success + Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed + Experience presenting in client conversations regarding complex or difficult topics + Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations + Ability to manage multiple work assignments, team members and deadlines simultaneously To qualify for the role you must have + Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Proficient in the use of various tax and accounting technologies + Excellent teaming, leadership, organizational, and verbal/written communication skills + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney What we look for We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What we offer** We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,600 to $189,700. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $124,200 to $215,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. + **Continuous learning:** You'll develop the mindset and skills to navigate whatever comes next. + **Success as defined by you:** We'll provide the tools and flexibility, so you can make a meaningful impact, your way. + **Transformative leadership:** We'll give you the insights, coaching and confidence to be the leader the world needs. + **Diverse and inclusive culture:** You'll be embraced for who you are and empowered to use your voice to help others find theirs. EY accepts applications for this position on an on-going basis. **If you can demonstrate that you meet the criteria above, please contact us as soon as possible.** EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today. For those living in California, please click here for additional information. EY is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at **************************
    $124.2k-215.6k yearly 60d+ ago
  • Asset Manager

    Govcio

    Portfolio Manager Job 7 miles from Holt

    GovCIO is currently hiring for a remote Asset Manager to support HUD. **Responsibilities** + Focused on managing team technical requirements (HW/SW) + Manages the direction of a project through the design, implementation, and testing in accordance with project objectives + Defines requirements and plans project lifecycle deployment + Supervises professional and technical support personnel performing in their regular disciplines + Schedules tasks and coordinates with various team members to accomplish the results + Manages the integration of vendor tasks and tracks and reviews vendor deliverables + Ensures adherence to quality standards and reviews project deliverables + Conducts project meetings and is responsible for project tracking, analysis and reporting **Qualifications** + Bachelor's with 2-5 years of IT asset experience (or commensurate experience) + Clearance Required: Ability to maintain a public trust clearance **Company Overview** GovCIO is a team of transformers--people who are passionate about transforming government IT. Every day, we make a positive impact by delivering innovative IT services and solutions that improve how government agencies operate and serve our citizens. But we can't do it alone. We need great people to help us do great things - for our customers, our culture, and our ability to attract other great people. We are changing the face of government IT and building a workforce that fuels this mission. Are you ready to be a transformer? **We are an Equal Opportunity Employer.** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, or status as a protected veteran. EOE, including disability/vets. Posted Pay Range The posted pay range, if referenced, reflects the range expected for this position at the commencement of employment, however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, education, experience, and internal equity. The total compensation package for this position may also include other compensation elements, to be discussed during the hiring process. If hired, employee will be in an "at-will position" and the GovCIO reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, GovCIO or individual department/team performance, and market factors. **Posted Salary Range** USD $125,000.00 - USD $125,000.00 /Yr. Submit a referral to this job (****************************************************************************************************************** **Location** _US-Remote_ **ID** _2024-5153_ **Category** _Information Technology_ **Position Type** _Full-Time_
    $125k yearly 14d ago
  • Principal, Enterprise Asset Management and Supply Chain Job Details | Black & Veatch Family of Companies

    Black & Veatch 4.1company rating

    Portfolio Manager Job 48 miles from Holt

    **Principal, Enterprise Asset Management and Supply Chain** Company: Black & Veatch Family of Companies We believe real value is powered by the unique skills and experiences of our professionals. The interchange of ideas from a diverse group of people gives our teams an expanded perspective and the ability to find better solutions for our clients. **Company:** Black & Veatch Corporation **Req ID:** 106204 **Job Title:** Principal, Enterprise Asset Management and Supply Chain **Location:** USVRTL **Department:** BVCOR - GLOBAL ADVISORY **Full time/Part time:** Full-Time **Recruiter:** Nicole Kisling **Why Black and Veatch** Building a World of Difference...it's more than just a tag line, it is the passion that fuels Black & Veatch's global success. Black & Veatch is seeking an exceptional professional to join our Global Advisory organization as a Principal, Enterprise Asset Management and Supply Chain. The world is changing at an unprecedented rate and that change increases the demand for innovation and efficiency to deliver solutions and services across the world's utility infrastructure. Join Black & Veatch Global Advisory and use your talent and expertise to impact the world. **The Opportunity** Black & Veatch's Global Advisory organization provides strategic and digital transformation consulting services to the power, energy, gas, and water sectors. We have an immediate need for a professional with Business Development capabilities and functional / technical industry expertise and experience with Enterprise Asset Management (Asset Management, Work Management & Supply Chain). As the Principal, Enterprise Asset Management and Supply Chain, you will contribute to identifying Enterprise Asset Management client opportunities and proposing of BV services.You will function in a lead role in the delivery of Enterprise Asset Management projects and manage the client engagement while developing, documenting, and implementing new offerings and solutions. \#LI-NK1 #LI-Hybrid **Key Responsibilities** + Lead business development efforts for Enterprise Asset Management and Supply Chain solutions + Ability to articulate the business case for the implementation of Enterprise Asset Management and Supply Chain Programs + Use personal network to identify potential clients for BV's Enterprise Asset Management and Supply Chain solutions + Lead and manage Enterprise Asset Management and Supply Chain transformation projects for Gas & Electric Utilities + Manage project engagement issues + Manage client expectations within defined scope of engagement + Assist BV in enhancing existing offerings + Collaborate with BV Teams to create new offerings + Develop, present, and defend conclusions, recommendations, and implementation plans + Recommend appropriate resources based on the phases of an engagement. + Delegate and manage work to assigned team members + Transfer capabilities, and skills to improve others' knowledge and skill levels + Enhance established working relationships with team members and management from within the client's organization + Contribute to engagement quality reviews **Minimum Qualifications** + Bachelor's Degree or relevant work experience. + Has managed significant engagements. + 10+ years in a business/consulting environment. All applicants must be able to complete pre-employment onboarding requirements (if selected) which may include any/all of the following: criminal/civil background check, drug screen, and motor vehicle records search, in compliance with any applicable laws and regulations. **Preferred Qualifications** + Knowledge of the utility industry - one or more of the following domains: Electric Generation/Transmission/Distribution, Gas Transmission/Distribution, Renewables + Knowledge of the principles of Asset Management + Experience providing advisory services in the functional areas of Asset Management, Work Management and Supply Chain + Knowledge of one or more EAM tools - examples include Maximo, Hexagon (Infor), KloudGin, IFS, SAP + Ability to communicate across organizational boundaries and organizational levels **Certifications** Certifications related to area of expertise, where applicable preferred. **Work Environment/Physical Demands** Remote or Client Site - Travel up to 50% **Competencies** Action oriented Customer focus Interpersonal savvy **Salary Plan** CST: Consulting **Job Grade** 005 Black & Veatch is committed to being an employer of choice by creating a valuable work experience that keeps our people engaged, productive, safe and healthy. Black & Veatch Holding Company, its subsidiaries and its affiliated companies, complies with all Equal Employment Opportunity (EEO) affirmative action laws and regulations. Black & Veatch does not discriminate on the basis of age, race, religion, color, sex, national origin, marital status, genetic information, sexual orientation, gender Identity and expression, disability, veteran status, pregnancy status or other status protected by law. For our EEO Policy Statement, please click. If you'd like more information on your EEO rights under the law, please clickand. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process because of a disability, please contact the Employee Relations Department at *************** or via our. Notice to External Search Firms: Black & Veatch does not accept unsolicited resumes and will not be obiligated to pay a placement fee for unsolicited resumes. Black & Veatch Talent Acquisition engages with search firms directly for hiring needs.
    $83k-120k yearly est. 21d ago
  • Software Asset Manager

    Repherrals Software Solutions 3.8company rating

    Portfolio Manager Job 7 miles from Holt

    Hybrid schedule 3 days a week. Job Purpose This position is responsible for overseeing the processes and technologies that manage the software entitlements for the organization. The role will be responsible for organizing and maintaining all activities for tracking and reporting on software assets, ensuring that the organization is in compliance with the licensing agreements and corporate policy. Essential Responsibilities · Manages the day-to-day delivery of the software asset management service including oversight of the service delivery team and serves as the primary point of contact for software audit requests and designated benchmarking activities. · Coordinates all SAM activity across the organization to enable collaboration that reduces the life cycle cost and risk of all software assets used by the group. · Maintains, implements and supports full life-cycle software asset management tracking and compliance reconciliations for software installed in the environment and includes auto-discovery integrations. · Evaluates, selects and ensures effective implementation of SAM tools, and ensure appropriate integration of data from non-SAM-owned sources. · Creates and administers processes and procedures to ensure all software installs and purchases are approved and tied to devices prior to request being filled. · Produces management reporting on key Software Asset Management metrics, licenses, maintenance and costs. · Ensures that all processes meet performance standards and that customer service levels are met. · Ensures audit and quality control processes are maintained for process integrity purposes and drives implementation of new controls where required. · Oversees and participates in project plan design, development, maintenance, and enhancement of tracking systems. · Supports the software acquisition, management and disposal processes, including those of external service providers, and provide reporting as to whether they are conducted in line with IT asset management, corporate social responsibility, environmental and technical policies, applicable standards, legislation and contractual obligations. · Reviews applications for new licenses or renewals of existing licenses, making sure that all documentation is complete and accurate. · Provides guidance and problem resolution for escalated matters. · Coordinates the organization's response to software vendor audit or license validation requests, in consultation with the relevant stakeholders · Advises the relevant project, program, infrastructure, and application portfolio managers on software licensing and compliance, and recommend actions that will optimize the software asset portfolio. · Leads or supports projects as assigned, assists with the resolution of issues and actively participates project meetings. Knowledge, Skills and Abilities · Extensive knowledge of software licensing and compliance methods. · Excellent analytical and problem solving skills. · Ability to effectively communicate with all levels within the organization. · Strong written and verbal communication skills. · Excellent customer service skills. · Meeting deadlines and commitments while accommodating shifting priorities. · Good interpersonal, facilitation, and emerging leadership skills. · Ability to maintain confidentiality on sensitive security matters. · Ability to learn and maintain a comprehensive understanding of the client's business and technology. · Strong knowledge and understanding of the Microsoft Windows O/S and Office Suite. · Ability to work extended hours as needed. Qualifications · Bachelor's Degree in Accounting or Finance and/or equivalent experience required. · 8+ years experience in procurement, asset management, contract management, or related field required. · 5+ years experience in software application management including understanding license application types, reviewing license application agreements, software installation methods required. · 5+ years experience in a management/leadership role required. · 3+ years Managing 3rd party service provider relationships preferred. · Financial Services experience preferred.
    $63k-92k yearly est. 60d+ ago
  • Commercial Portfolio Manager - Senior HTF

    Huntington 4.4company rating

    Portfolio Manager Job 17 miles from Holt

    *Share by Email* Location: 525 Vine Street Cincinnati, OH 4130 East 5th Ave Columbus, OH 2285 Franklin Road Bloomfield Hills, MI 2025 Woodward Ave Detroit, MI 11100 Wayzata Blvd Minnetonka, MN 101 South Tryon Street Charlotte, NC 1475 East Woodfield Rd Schaumburg, IL The Senior Commercial Portfolio Manager - Technology Finance underwrites credit exposure for large, complex customer relationships and circumstances and actively manages a portfolio. Responsibilities include day-to-day interaction with assigned Sales Reps, managing portfolio risk, and adhering to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. **Duties and Responsibilities:** * Services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. * Owns primary responsibility for the credit and monitoring of Commercial portfolio risks. * Underwrites quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, and Regional Credit Officer. * Underwrites complex and large credit requests for prospects and clients. Possesses a mastery of client and industry expertise, analyzes company performance and the impact of industry and competitive dynamics and macroeconomic events on the creditworthiness of prospects and clients. Accountable for risk evaluation and associated regulatory compliance requirements. * Provides independent, in-depth analysis of financial statements, projections, and business plans; identifies and mitigates key risks. * As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers. * Manages delinquencies, collateral exceptions, borrowing base, portfolio reviews, specialized reporting, soft exposure annual reviews, criticized loans, etc. * Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues, and following through for remediation. * Responsible for financial statement spreading, risk rating integrity, periodic reviews, annual reviews, compliance, and regulatory review. * Maintains an extensive level of knowledge of corporate banking, investment banking, and commercial banking solutions, in addition to market trends and business drivers. Understands and articulates industry trends, patterns in the economy, and the implications thereof, and proactively shares information across the organization. * Manages a large portfolio of complex/levered clients and takes a leadership role in activities outside of day-to-day portfolio responsibilities. * Mentors Credit Analysts and junior-level Portfolio Managers. * Performs other duties as assigned. **Required Qualifications:** * Bachelor's degree in finance, accounting, or related field. * 5+ years of related experience in commercial credit analysis. **Preferred Qualifications:** * Has successfully held similar role with a Bank-owed equipment finance organization or like experience. * Industry or sub-sector expertise. * RMA-CRC designation * CLFP designation * Intermediate proficiency with MS Office applications. * Strong interpersonal skills and solid written/verbal communication. * Strong attention to detail. * Proficiency with Moody's spreading software. * Ability to prioritize workflow and multi-task in a fast-paced environment.
    $116k-157k yearly est. 1d ago
  • Special Assets Manager, Retail Collections

    Nutrien Ltd.

    Portfolio Manager Job 50 miles from Holt

    Nutrien is a leading provider of crop inputs and services, and our business results make a positive impact on the world. Our purpose, *Feeding the Future*, is the reason we come to work each day. We're guided by our culture of care and our core values: safety, inclusion, integrity, and results. When we say we care, we mean it. We're creating an inclusive workplace where everyone feels safe, has a sense of belonging, trusts one another, and acts with integrity. Through the collective expertise of our nearly 26,000 employees, we operate a world-class network of production, distribution, and ag retail facilities. We efficiently serve growers' needs and strive to provide a more profitable, sustainable, and secure future for all stakeholders. Help us raise the expectation of what an agriculture company can be and grow your career with Nutrien. **What you will do:** * Manage collection activities of all accounts in Bad Debt until balance is paid/settled (filings, communications, payment of attorney invoices) * Perform collection responsibilities in accordance with established policies and procedures * Establish relationships with all attorneys currently being utilized by CPS and when necessary, find additional/new attorneys * Once an account is assigned, SAM to attempt to make contact with the customer in hopes of working out a payment plan/settlement * Assign accounts to attorneys to begin legal action if there is no contact and/or payment * Take accounts to Bad Debt and send out appropriate notifications to the GM/DOC/RCM/ACM/Location Mgr etc. * Instruct attorneys to work aggressively in the collection of assigned accounts * Notate all collection action/updates in PayPoint Collection Notes when applicable and download all applicable documents in the customer's File Center in CreditPoint * Provide monthly updates to ACM/RCM on Recoveries by Division * Provide quarterly updates on the status of collections to ACM/RCM by Division * As needed and requested, provide forecasted Recoveries to ACM/RCM * Communicate with ACM and Division GM on any possible settlements or potential crop claims that may arise once suit is filed * Gradually, existing accounts in Bad Debt will be re-assigned to SAM for handling/monitoring **What you will bring:** * A Bachelor's Degree in Business, Accounting or Finance from a recognized institution * NACM Designation is considered an asset * 5+ years' experience in commercial lending/collection experience preferably Ag lending and/or trade finance experience with approval authority * Ability to effectively communicate with sales, customers and management * Collection and Negotiation Skills * Time Management and ability to prioritize daily * Management of staff * Commitment to achieving superior results with integrity and sustaining our safe and positive work environment while having the ability to embrace working side by side others in a diverse culture * This position is required to travel 25-50% with the potential to work remotely when not traveling depending on candidate location **Compensation & Benefits:** Salary Range: $90,400 - $124,300 USD. This range is estimated for this position in Loveland, CO. Actual salary and benefits may differ based upon location. We provide an attractive benefits package that includes comprehensive medical, dental, vision coverage, and life insurance and well as disability coverage for positions working more than 30 hours per week. In addition, we have a retirement program that encourages our employees to save for the longer term, with generous matching employer contributions. Our benefit package also demonstrates our culture of care with paid vacation, sick days and holidays as well as paid personal and maternity/parental leaves and an Employee and Family Assistance Program. Details of the benefits package will be shared in the application process. In addition to base pay, this role is also eligible to participate in our annual incentive plan consistent with the terms of our program(s) where discretionary pay out of awards is reflecting components such as performance of the company and the employee. Details will be discussed through the application process. This information is provided in compliance with applicable state equal pay and pay equity legislation and is the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. The compensation offered to the successful applicant may vary based on factors including experience, skills, education, location, and other job-related reasons. Nutrien also makes internal equity a consideration in all pay decisions. The estimated salary that Indeed, Glassdoor and LinkedIn lists does not represent Nutrien's compensation structure. Nutrien is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. This job will remain posted until filled. In accordance with Nutrien policies, you will be required to undergo a background check, and may be required to undergo a substance test. While we appreciate all applications we receive, only candidates under consideration will be contacted. Our Recruitment Process: Application > Resume Review > Pre-screen/Interview > Offer > Pre-Employment Conditions > Welcome to Nutrien **To stay connected to us and for the latest job postings and news, follow us on:** , and . **GROW WITH US. FEED THE FUTURE.** At Nutrien, we never stop growing, because our world never does. Our size can help us weather a storm, but with that ability comes a great responsibility-to our growers and customers, our employees and shareholders, our communities, and the planet.
    18d ago
  • Software Asset Manager/SNOW

    Syms Strategic Group, LLC (SSG 3.7company rating

    Portfolio Manager Job 7 miles from Holt

    Job DescriptionSyms Strategic Group (SSG) is seeking a talented Software Asset Manager/SNOW Department: CMS Type: Full Time Min. Experience: Experienced Security Clearance Level: Public Trust (MBI) Military Veterans are highly encouraged to apply! Essential Duties and Responsibilities Previous experience supporting CMS is highly desired. Candidate will be required to support the proposal writing and oral presentation phases of this support this solicitation. Previous experience/knowledge of ServiceNow Extensive knowledge of software asset management and software asset management tools and technologies. Extensive experience in developing and maintaining software license inventories and “proof of license ownership” and “proof of license purchase”. Extensive experience in managing support documentation for software license management (e.g., user manuals, purchase docs, supporting documentation). Extensive knowledge of identifying unused or underutilized software licenses. Experience with examining the existing software license population, analyzing usage, performing gap analysis, reviewing discovery data, and providing sound recommendations to management. Bachelor’s degree and at least five (5) years of experience Required Skills and Experience Outstanding written and oral communication skills Bachelor’s degree in Ability to work independently with minimal supervision while contributing to overall company success. Professional CertificationsNoneFormal EducationBachelor’s degree Required Professional Experience 5+ years’ Software Asset Management experience 5+ years of Service Now (SNOW) experience Desired Experience CMS experience highly desired Security Clearance RequirementsMust possess or qualify for a Public Trust (MBI) Citizenship RequirementU.S. Citizenship required for this specific opportunity CRITICAL NOTES: SSG will not make assumptions regarding your qualifications. Your answers to the mandatory screening questions must be supported by the information on your resume. Applications with inconsistencies will not be considered. Recruiters or Third parties will not be considered The preferred location is Florida. Other locations may be considered dependent upon candidate qualifications and other factors. CO, CA, NY and NJ applicants will not be considered. This position is contingent upon contract award U.S Citizenship is required for this specific opportunity . Applicants selected will be subject to a government security investigation and must meet eligibility requirements for access to classified information and be able to obtain a government-granted security clearance. Individuals may also be subject to a background investigation including, but not limited to criminal history, employment and education verification, drug testing, and creditworthiness. Syms Strategic Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, marital status, disability, veteran status, sexual orientation, or genetic information. Powered by JazzHR D2yhjjOijl
    $66k-92k yearly est. 8d ago
  • Software Asset Manager/SNOW

    SSG 4.7company rating

    Portfolio Manager Job 7 miles from Holt

    Syms Strategic Group (SSG) is seeking a talented Software Asset Manager/SNOW Department: CMS Type: Full Time Min. Experience: Experienced Security Clearance Level: Public Trust (MBI) Military Veterans are highly encouraged to apply! Essential Duties and Responsibilities Previous experience supporting CMS is highly desired. Candidate will be required to support the proposal writing and oral presentation phases of this support this solicitation. Previous experience/knowledge of ServiceNow Extensive knowledge of software asset management and software asset management tools and technologies. Extensive experience in developing and maintaining software license inventories and “proof of license ownership” and “proof of license purchase”. Extensive experience in managing support documentation for software license management (e.g., user manuals, purchase docs, supporting documentation). Extensive knowledge of identifying unused or underutilized software licenses. Experience with examining the existing software license population, analyzing usage, performing gap analysis, reviewing discovery data, and providing sound recommendations to management. Bachelor's degree and at least five (5) years of experience Required Skills and Experience Outstanding written and oral communication skills Bachelor's degree in Ability to work independently with minimal supervision while contributing to overall company success. Professional Certifications None Formal Education Bachelor's degree Required Professional Experience 5+ years' Software Asset Management experience 5+ years of Service Now (SNOW) experience Desired Experience CMS experience highly desired Security Clearance Requirements Must possess or qualify for a Public Trust (MBI) Citizenship Requirement U.S. Citizenship required for this specific opportunity CRITICAL NOTES: SSG will not make assumptions regarding your qualifications. Your answers to the mandatory screening questions must be supported by the information on your resume. Applications with inconsistencies will not be considered. Recruiters or Third parties will not be considered The preferred location is Florida. Other locations may be considered dependent upon candidate qualifications and other factors. CO, CA, NY and NJ applicants will not be considered. This position is contingent upon contract award U.S Citizenship is required for this specific opportunity . Applicants selected will be subject to a government security investigation and must meet eligibility requirements for access to classified information and be able to obtain a government-granted security clearance. Individuals may also be subject to a background investigation including, but not limited to criminal history, employment and education verification, drug testing, and creditworthiness. Syms Strategic Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, marital status, disability, veteran status, sexual orientation, or genetic information.
    $58k-76k yearly est. 7d ago
  • Loan Accounting Manager (14171)

    Greenstone Farm Credit Services 3.8company rating

    Portfolio Manager Job 7 miles from Holt

    GreenStone Farm Credit Services is seeking a detail-oriented and analytical Loan Accounting Manager to join our finance team. This role will oversee the branch loan accounting operations, ensuring accurate and timely recording and reporting of all loan-related transactions. This is a hybrid position that will require the individual to be in the East Lansing office a minimum of 3 days a week. Get to know GreenStone Our $14 billion portfolio of customers, ranging from rural homeowners to global agriculture and food businesses, provides our employees with a unique opportunity to maintain a local presence while working for a top workplace. Our diverse business structure provides exciting opportunities for passionate, talented professionals in many areas. Additionally, many of our team members are highly respected in their area of expertise at both the state and national level making GreenStone one of the top Farm Credit associations in the country. Culture Core Four values steer everything we do at GreenStone. Customer First, Delivery Quality, Get involved, Do the right thing. Employees work as a team to create a company fueled by the desire to best serve each other and our customers every day. Greenstone culture promotes innovative thinking, professional development, health and wellness, and a relaxed work environment with flexible schedules. What can we offer you? GreenStone trusts the people we hire. We empower employees to make the best decisions for the customer and the company. GreenStone has an outstanding Total Rewards package, which includes, but is not limited to: 15 vacation days, 12 sick days, and 12 paid holidays per year 401(k) plan - up to a 9% employer contribution/match Medical, Dental, Vision, STD, LTD, Life/AD&D benefits, etc. Paid Parental leave $150/year Logo Wear allowance $400/year Wellness Subsidy/Reimbursement & wellness programs $6,000 lifetime maximum Student Debt repayment program or tuition assistance Yearly bonus/incentive opportunity available to all employees Day in the life of a Loan Accounting Manager Directs the activities and initiates actions of direct reports toward accomplishments of goals by clearly assigning responsibilities and tasks and establishing controls to monitor progress. Ensures direct reports have necessary resources and authority to effectively perform their job. Keeps direct reports informed of decisions, changes and relevant information on a timely basis. Coaches direct reports, provides performance feedback through continuous performance management program, makes salary and promotion recommendations, and facilitates their professional growth. Research and reconcile loan issues by communicating with both internal and external parties including correcting payment misapplications. Enter Loan addendum information in loan accounting system. Process Wire Transfers (in & out) Assist with the review of loan exception reports and follow up accordingly. Complete interest rate conversions. Process more complex loan modification documents. Set-up and process ACH customer requests. Receipt customer payments into receipts & disbursements software. Monitor construction loans interest only period in loan accounting system. Work with loan accounting team and key vendors to set up processes and DNA protocols for our conversion to DNA in spring 2025. What Experience do you bring? High School diploma or equivalent 5 years of accounting, loan accounting, financial operations, or a related field or equivalent experience required. What sets you Apart? Bachelor's degree in accounting, finance, agribusiness or related major. 2+ years of management experience preferred. GreenStone Farm Credit Services is an equal opportunity employer. It is our policy to provide equal employment opportunity to all persons regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, veteran status, genetic information, or any other characteristic protected by law. We comply with all federal, state and local equal employment opportunity regulations. We conduct all personnel decisions and processes relating to our employees and job applicants in an environment free of discrimination and harassment.
    $89k-108k yearly est. 47d ago
  • Risk Manager

    Dort Financial Cu

    Portfolio Manager Job 50 miles from Holt

    Join Our Team and Make a Difference! We strive to execute our mission of enriching people's lives: members, employees, and communities. Our vision is to be a leader in our industry by providing quality financial services, developing an empowered and diverse team, and making our communities a better place to live. We do this by abiding by our core values of Empowerment, Accountability, Transparency, Collaboration, and Volunteerism each day, and have a strong focus in community involvement. Why Dort Financial Credit Union? Comprehensive Benefits: Medical, dental, and vision insurance; Life/AD&D and Disability Insurance; HSA/FSA plans. Additional Benefits: Tuition reimbursement; LegalShield; Pet Benefits; Employee Assistance Program; free Telemedicine; competitive 401(k) match with Safe Harbor; referral bonuses; and paid time off, including holidays. Your Role: As a vital member of our team, this hybrid position will serve as a leader for the Enterprise Risk Management area of the Credit Union, working closely and coordinating efforts within the department and team across all business lines. Your role will also involve: Facilitating the risk program through continued monitoring, analytics, and reporting key risk indicators, limits, and triggers Lead risk projects, including identification, assessment, and mitigation of risks Overall management of timelines and deliverables Key in the coordination, review, and implementation plan overview of risk and product implementations. Provide training and support, as appropriate, to team members on risk awareness What We're Looking For: Education: Four (4) year business degree required. Experience: Five (5) or more years financial institution experience required. Minimum four years (4) experience in a risk focus capacity (risk management, ERM, operations, audit, and/or compliance) or related field or similar experience required. Other Requirements: You must be bondable; ERM/Risk Management or similar certification preferred. Ready to Join Us? Apply now and join our team at Dort Financial Credit Union, where your skills and knowledge of Risk Management will help enrich lives and shape the future!
    $89k-127k yearly est. 15d ago
  • Treasury Manager

    All Realtruck Career

    Portfolio Manager Job 48 miles from Holt

    The Treasury Manager will oversee cash management for the United States and Canada, with potential expansion to global operations over time. This position will be responsible for managing banking relationships, evaluating banking platforms, cash forecasting, supporting debt financing, managing hedging strategies, and providing periodic reports on all related activities. CORE FUNCTIONS Oversee centralized cash management processes, including daily cash reporting, forecasting, and intercompany transfers, while acting as a liaison between internal business partners on all cash reporting and forecasting matters. Lead and own the 13-week cash forecasting process, implementing continuous improvement strategies (Kaizen) to enhance visibility and accuracy of the projected cash position. Lead monthly reporting, audits, and related activities for the ABL (debt) borrowing facility. Communicate weekly with C-Suite on current cash position as well as current forecast and recommended actions. Communicate with Controllers and other Procurement and Sales key stakeholders, including ELT members. Design, document, and manage SOX-compliant processes and controls as part of treasury management operations. Develop standard operating procedures for Treasury. This includes documenting inputs, outputs and managing the process on a go-forward basis. Serve as the primary manager for banking relationships. Manage access to online banking portals to ensure the appropriate associates have access to manage our AP and AR functions. Track and report on all bank derivative products. Manage processes and reporting related to interest and foreign exchange rates. Lead process improvement initiatives, with a focus on enhancing the 13-week cash forecast. Lead and complete internal and external audits, including gathering necessary documentation. Perform additional duties as assigned. QUALIFICATIONS & REQUIREMENTS Education and Experience Bachelor's Degree in Accounting, Finance, Business, or other related degree required. 8+ years of progressive treasury experience required. Required Licenses CTP preferred. Skills and Abilities Preferred experience with cash management and / or business insurance processes. Skilled in Microsoft Excel, specifically in pivot tables, vlook-ups, formulas, and functions. Ability to problem solve independently and resourcefully. Strong attention to detail. Ability to think analytically. Ability to function efficiently in a fast-paced environment. COMPETENCIES Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events. Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics. Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments. Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality. Balances team and individual responsibilities; Exhibits objectivity and openness to others views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone's efforts to succeed. Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings. Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. SUPERVISOR RESPONSIBILITIES Individual Contributor: working team member with no oversight of others and no management responsibilities. This role is a process manager. PHYSICAL REQUIREMENTS This position is subject to sedentary work: exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Sedentary work involved sitting most of the time. Walking and standing are required only occasionally. Physical Activities This position is subject to the following physical activities: the use of fingers to pick, pick, or type, talking, and hearing. Visual Acuity The worker is required to have close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing; viewing a computer terminal; expansive reading; visual inspection involving small defects, small parts and/or operation of machines (including inspection); using measurement devices; and/or assembly of fabrication of parts at distances close to the eyes. Working Conditions This position operates in a professional office environment. This role routinely uses standard office equipment.
    $94k-142k yearly est. 60d+ ago
  • Treasury Manager

    Realtruck Group Inc. 3.5company rating

    Portfolio Manager Job 48 miles from Holt

    Job Description The Treasury Manager will oversee cash management for the United States and Canada, with potential expansion to global operations over time. This position will be responsible for managing banking relationships, evaluating banking platforms, cash forecasting, supporting debt financing, managing hedging strategies, and providing periodic reports on all related activities. CORE FUNCTIONS Oversee centralized cash management processes, including daily cash reporting, forecasting, and intercompany transfers, while acting as a liaison between internal business partners on all cash reporting and forecasting matters. Lead and own the 13-week cash forecasting process, implementing continuous improvement strategies (Kaizen) to enhance visibility and accuracy of the projected cash position. Lead monthly reporting, audits, and related activities for the ABL (debt) borrowing facility. Communicate weekly with C-Suite on current cash position as well as current forecast and recommended actions. Communicate with Controllers and other Procurement and Sales key stakeholders, including ELT members. Design, document, and manage SOX-compliant processes and controls as part of treasury management operations. Develop standard operating procedures for Treasury. This includes documenting inputs, outputs and managing the process on a go-forward basis. Serve as the primary manager for banking relationships. Manage access to online banking portals to ensure the appropriate associates have access to manage our AP and AR functions. Track and report on all bank derivative products. Manage processes and reporting related to interest and foreign exchange rates. Lead process improvement initiatives, with a focus on enhancing the 13-week cash forecast. Lead and complete internal and external audits, including gathering necessary documentation. Perform additional duties as assigned. QUALIFICATIONS & REQUIREMENTS Education and Experience Bachelor’s Degree in Accounting, Finance, Business, or other related degree required. 8+ years of progressive treasury experience required. Required Licenses CTP preferred. Skills and Abilities Preferred experience with cash management and / or business insurance processes. Skilled in Microsoft Excel, specifically in pivot tables, vlook-ups, formulas, and functions. Ability to problem solve independently and resourcefully. Strong attention to detail. Ability to think analytically. Ability to function efficiently in a fast-paced environment. COMPETENCIES Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events. Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics. Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments. Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality. Balances team and individual responsibilities; Exhibits objectivity and openness to others views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone’s efforts to succeed. Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings. Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. SUPERVISOR RESPONSIBILITIES Individual Contributor: working team member with no oversight of others and no management responsibilities. This role is a process manager. PHYSICAL REQUIREMENTS This position is subject to sedentary work: exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Sedentary work involved sitting most of the time. Walking and standing are required only occasionally. Physical Activities This position is subject to the following physical activities: the use of fingers to pick, pick, or type, talking, and hearing. Visual Acuity The worker is required to have close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing; viewing a computer terminal; expansive reading; visual inspection involving small defects, small parts and/or operation of machines (including inspection); using measurement devices; and/or assembly of fabrication of parts at distances close to the eyes. Working Conditions This position operates in a professional office environment. This role routinely uses standard office equipment.
    $88k-127k yearly est. 39d ago
  • Risk Manager/Business Owner

    Allstate Recruiting

    Portfolio Manager Job 48 miles from Holt

    Allstate Exclusive Agents are independent contractors and not employees of Allstate Insurance Company nor is this a franchised business. An opportunity to earn an economic interest and the ownership in the book of business your agency writes (sell it back to Allstate, create a legacy and pass it on to family, or sell it on the open market). Allstate provides the education you and your staff need to start your business at no cost to you (products, sales techniques, processes, etc…). Additional continuous support also includes technology, marketing, and education. One of the largest centralized claims teams. A very lucrative contract in the industry beginning at 43% commission of the property and casualty business your agency writes. Very significant annual bonus opportunities (both monetarily and various levels of achievement with extravagant trips). The availability of Exclusive Financial Specialists to assist in the sale of life, savings, and financial products for your agency. Get the national, regional, and local advertising and branding of Allstate at no cost to you. Allstate signage for brand consistency at no cost to you. Extremely quick way to build equity in your business. Job Description Leadership attributes Entrepreneurial desires and/or experience Ability to educate, teach, develop, and mentor employees Effectively and efficiently own and manage a small business Stays focused, is ambitious, has a drive, and is competitive Constantly recruit and hire Good with technology or can at least adapt and learn quickly Adapt to change Lead, motivate, and incentivize staff Management or business ownership experience Qualifications $50,000 in liquid capital (checking/savings account, money market accounts, etc…) Complete a background check Complete our Agency Selection Questionnaire (online) Additional Information If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. ***This position is with an Allstate Exclusive Agent, not with Allstate Insurance. Employees of Allstate agents must be able to successfully complete any applicable licensing requirements and training programs. Allstate agents are independent business owners who hire their own employees. Allstate agents' employees are not employees of Allstate. *** All your information will be kept confidential according to EEO guidelines.
    $88k-127k yearly est. 60d+ ago
  • Part time Student General Fund (pool)

    Washtenaw Community College

    Portfolio Manager Job 48 miles from Holt

    Bookmark this Posting Print Preview | Apply for this Job Please see Special Instructions for more details. Please complete all sections of the application and submit required documents.Our college strives to make a positive difference in people's lives through accessible and excellent educational programs and services.Washtenaw Community College seeks to recruit and retain a diverse workforce as a reflection of our commitment to serve our diverse community and to build on the success of our students faculty & staff. Washtenaw Community College is committed to creating an inclusive, welcoming environment.Washtenaw Community College is an Affirmative Action/Equal Opportunity Employer. Posting Details Posting Details (Default Section) Posting Number: 0603499 Position Title: Part time Student General Fund (pool) Position is: Part Time Position Type: Staff Position (Full Time/Part Time) Department/Ofc.: Instruction Position Description: Washtenaw Community College (WCC) is establishing a pool of qualified candidates to be considered when a Student General Fund opportunity is available. Needs may become available prior to or during each semester.Upon successful submission of your application, you will be considered for future part time opportunities on a per semester basis.WCC will keep your application on file as a prospective candidate until the posting's closing date. If a need arises in the area in which you are qualified, you will be contacted.A Student General Fund can be employed in a variety of offices and departments, providing departmental support through assorted assigned duties. This position will work less than 20 hours per week. Minimum Qualifications: Minimum Required Knowledge, Skills and Abilities:• Must be a currently enrolled Washtenaw Community College student.• Must maintain six (6) credit hours or more during every semester worked (this includes Spring/Summer).• Demonstrated ability to work successfully with diverse students of all ages, ethnicities and backgrounds.• Demonstrated ability to assume responsibility and work enthusiastically with minimal supervision.• Strong public service commitment and positive attitude. Preferred Qualifications: Posting Date: 07/12/2024 Closing Date: 06/30/2025 Open Until Filled No Special Instructions to Applicants: Please complete all sections of the application and submit required documents.Our college strives to make a positive difference in people's lives through accessible and excellent educational programs and services.Washtenaw Community College seeks to recruit and retain a diverse workforce as a reflection of our commitment to serve our diverse community and to build on the success of our students faculty & staff. Washtenaw Community College is committed to creating an inclusive, welcoming environment.Washtenaw Community College is an Affirmative Action/Equal Opportunity Employer. Salary/Hourly Rate: $16.39 Salary Comments: 2024-2025 Wage RatesFor placement in this wage category, the student must be registered at WCC in the current semester and can be assigned to work only when classes are in session. FICA and Michigan Public School Employees Retirement System (MPSERS) deductions are not withheld from Student Workers. Employment is per semester. Supplemental Questions Required fields are indicated with an asterisk (*). * Are you a current WCC student enrolled in at least 6 (six) credit hours? Yes No * In what area of the college are you interested in working? (Open Ended Question) Required Documents Required Documents Resume Cover Letter Unofficial Transcripts 1 Optional Documents Other Documents Unofficial Transcripts 2 Unofficial Transcripts 3
    $16.4 hourly 60d+ ago
  • Billing and Reporting Manager

    Ingham County 4.1company rating

    Portfolio Manager Job 7 miles from Holt

    **Applications are accepted until there are sufficient numbers of qualified applications or qualified candidate has been identified. The position could possibly close at any time.*** Under the supervision of the Chief Financial Officer, manages the daily operations for the Billing and Reporting Unit and all patient accounting functions. Develops and monitors department policies and procedures. Ensures departmental compliance with local, state and federal standards, policies and guidelines. Negotiates and monitors contracts. Oversees hiring, firing and training of operational staff. Represents the department at various meetings. Essential Functions Manages and oversees the operations of the Billing and Reporting unit. Performs personnel functions such as hiring, training, performance evaluations and disciplinary actions. Develops, implements and monitors policies and procedures for the unit. Monitors, negotiates and maintains contracts with commercial and public payers. Ensures contract compliance throughout the unit. Identifies, establishes and maintains relationships with third-party insurers to improve revenue. Responds to third-party problems and concerns. Resolves issues and concerns as they relate to the Billing and Reporting unit. Coordinate the document flow process as it relates to billing and patient accounts. Correlates records and registration information. Forwards specific registration information to third-party billing and provides adequate follow-up. Supervises the monitoring and reconciliation of third-party insurance remittances and cash collections. Develops new or modified patient billing procedures. Institutes payment plans for patients who have delinquent accounts. Advises patients of insurance options offered by the state. Prepares, analyzes and distributes reports, graphs, charts and other data. Attends various internal and external meetings regarding program goals, objectives and outcomes. Serves as the primary liaison for internal staff and external organizations. Other Functions: Performs other duties as assigned. Must adhere to departmental standards in regard to HIPPA and other privacy issues. During a public health emergency, the employee may be required to perform duties similar to but not limited to those in his/her . (The above statements are intended to describe the general nature and level of work being performed by the people assigned this classification.They are not to be construed as an exhaustive list of all job duties performed by personnel so classified.) Employment Qualifications Education: A minimum of a Bachelor's Degree in Business, Accounting or a related field is required. A Master's degree is preferred. Experience: A minimum of three to five of health care accounting is required. Must have experience with 3rd -party payers, Medicaid, Medicare and managed care concepts such as HMO, PPO, POS and capitation, Coding/Billing certification, within one year of hire, through a recognized Coding/Billing Accreditation body. Other Requirements: Demonstrates effective communication skills by engaging, interacting and working with individuals from various cultural and socioeconomic backgrounds, disability status', ages, and genders to ensure clarity and understanding in all interactions. Requirements and Working Conditions Other Requirements: (The qualifications listed above are intended to represent the minimum skills and experience levels associated with performing the duties and responsibilities contained in this job description. The qualifications should not be viewed as expressing absolute employment or promotional standards, but as general guidelines that should be considered along with other job-related selection or promotional criteria.) Physical Requirements: Ability to sit, stand, walk, bend and stretch in order to retrieve supplies and operate standard office equipment. Must be able to operate court equipment including recording devices & technology. Ability to lift, hold and carry objects weighing up to 25 pounds. Ability to communicate and respond to inquiries both in person and over the phone. Ability to operate a PC/laptop and other office equipment. Ability to handle varying and often high levels of stress. (This job requires the ability to perform the essential functions contained in this description.These include, but are not limited to, the requirements listed above. Reasonable accommodations will be made for otherwise qualified applicants unable to fulfill one or more of these requirements.) Working Conditions: Works in a standard office environment. May attend meetings and seminars in the community. MAY 2010 MCF 10
    $57k-75k yearly est. 60d+ ago
  • Investment Portfolio Manager

    Highmark Health 4.5company rating

    Portfolio Manager Job 7 miles from Holt

    This job is responsible for the planning and implementation of the investment strategy for the internally managed fixed income portfolios for the Organization and its subsidiary companies. The incumbent will evaluate trade ideas, conduct investment research on investment credit sectors and make recommendations for cross sector investments into the portfolio. The incumbent must be aware of the economic and political events that impact the financial markets and be able to project their impact to the portfolios under management to reduce the risk of loss and preserve principal under adverse market conditions. Investment risk shall be managed by diversification in asset classes, duration, income generation and liquidity determined by the line of business and investment policy guidelines. **ESSENTIAL RESPONSIBILITIES** + - Maintain and establish relationships for trade execution, gather information on new security issuance and stay abreast of current investment ideas and trends. Create competitive trade options and gather and negotiate favorable terms on behalf of the corporation. + - Develop value based fixed income investment strategies using quantitative models, analytics and execute the implementation of the strategies by the Investment Portfolio Director. Execute trades and investment strategy on a best price/competitive bid basis and ensure proper trade settlement with various custody agents. + - Manage the integrity of the investment data on various external software packages in order to analyzes market risks. Based on these market trends, data analysis and yield curve dynamics, execute strategic transactions to generate income and manage duration exposures of internally managed long-term bond portfolios. + - Perform duties that support the liquidity management of the investment portfolios. + - Research and utilize technology improvements for trading execution, risk evaluation, and reporting on portfolio performance. + - Provide investment expertise in interactions with various finance functions. + - Other duties as assigned or requested. **EDUCATION** **Required** + Bachelor's Degree - Finance, Mathematics, Accounting **Substitutions** + 6 years of related and progressive experience in lieu of Bachelor's degree **PREFERRED EDUCATION** + Master's Degree - Finance, Mathematics, Accounting **EXPERIENCE** **Required** + 5 years' experience in securities trading + 3 years' settlement/back office experience in security delivery + 3 years' experience utilizing trading/analytics software **Preferred** + 7 years experience in actively trading investment accounts + 5 years investment experience in an insurance company , investment management firm or bank + 5 years utilizing analytical tools such as Bloomberg, Yield Book, Bond Edge or similar tool + Progress toward an MBA, Chartered Financial Analyst (CFA) certification, or Certified Treasury Professional (CTP) certification **SKILLS** + Strong communication skills + Self-starter able to act proactively and solve problems + Strong analytical skills + Working knowledge of Yield Book, Bloomberg or comparable investment tool **PREFERRED LICENSURE** Chartered Financial Analyst (CFA) designation or Certified Treasury Professional (CTP) designation **PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS** **Position Type** Office-based Teaches / trains others regularly Occasionally Travel regularly from the office to various work sites or from site-to-site Rarely Works primarily out-of-the office selling products/services (sales employees) Never Physical work site required Yes Lifting: up to 10 pounds Constantly Lifting: 10 to 25 pounds Occasionally Lifting: 25 to 50 pounds Rarely **_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._ **_Compliance Requirement_** _: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._ _As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company's Handbook of Privacy Policies and Practices and Information Security Policy._ _Furthermore, it is every employee's responsibility to comply with the company's Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements._ **Pay Range Minimum:** $78,900.00 **Pay Range Maximum:** $146,000.00 _Base pay is determined by a variety of factors including a candidate's qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._ Highmark Health and its affiliates 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, age, religion, sex, national origin, sexual orientation/gender identity or any other category protected by applicable federal, state or local law. Highmark Health and its affiliates take affirmative action to employ and advance in employment individuals without regard to race, color, age, religion, sex, national origin, sexual orientation/gender identity, protected veteran status or disability. EEO is The Law Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled/Sexual Orientation/Gender Identity ( _********************************************************************************************************* ) We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact number below. For accommodation requests, please contact HR Services Online at ***************************** California Consumer Privacy Act Employees, Contractors, and Applicants Notice Req ID: J251017
    $78.9k-146k yearly 43d ago
  • Software Asset Manager/SNOW

    Syms Strategic Group, LLC (SSG 3.7company rating

    Portfolio Manager Job 7 miles from Holt

    Syms Strategic Group (SSG) is seeking a talented Software Asset Manager/SNOW Department: CMS Type: Full Time Min. Experience: Experienced Security Clearance Level: Public Trust (MBI) Military Veterans are highly encouraged to apply! Essential Duties and Responsibilities Previous experience supporting CMS is highly desired. + Candidate will be required to support the proposal writing and oral presentation phases of this support this solicitation. + Previous experience/knowledge of ServiceNow + Extensive knowledge of software asset management and software asset management tools and technologies. + Extensive experience in developing and maintaining software license inventories and "proof of license ownership" and "proof of license purchase". + Extensive experience in managing support documentation for software license management (e.g., user manuals, purchase docs, supporting documentation). + Extensive knowledge of identifying unused or underutilized software licenses. + Experience with examining the existing software license population, analyzing usage, performing gap analysis, reviewing discovery data, and providing sound recommendations to management. + Bachelor's degree and at least five (5) years of experience Required Skills and Experience + Outstanding written and oral communication skills + Bachelor's degree in + Ability to work independently with minimal supervision while contributing to overall company success. Professional Certifications None Formal Education Bachelor's degree Required Professional Experience + 5+ years' Software Asset Management experience + 5+ years of Service Now (SNOW) experience Desired Experience + CMS experience highly desired Security Clearance Requirements Must possess or qualify for a Public Trust (MBI) Citizenship Requirement U.S. Citizenship required for this specific opportunity CRITICAL NOTES: + SSG will not make assumptions regarding your qualifications. Your answers to the mandatory screening questions must be supported by the information on your resume. Applications with inconsistencies will not be considered. + Recruiters or Third parties will not be considered + The preferred location is Florida. Other locations may be considered dependent upon candidate qualifications and other factors. CO, CA, NY and NJ applicants will not be considered. + This position is contingent upon contract award U.S Citizenship is required for this specific opportunity. Applicants selected will be subject to a government security investigation and must meet eligibility requirements for access to classified information and be able to obtain a government-granted security clearance. Individuals may also be subject to a background investigation including, but not limited to criminal history, employment and education verification, drug testing, and creditworthiness. Syms Strategic Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, marital status, disability, veteran status, sexual orientation, or genetic information. Powered by JazzHR
    $66k-92k yearly est. 6d ago
  • Software Asset Manager/SNOW

    SSG 4.7company rating

    Portfolio Manager Job 48 miles from Holt

    Syms Strategic Group (SSG) is seeking a talented Software Asset Manager/SNOW Department: CMS Type: Full Time Min. Experience: Experienced Security Clearance Level: Public Trust (MBI) Military Veterans are highly encouraged to apply! Essential Duties and Responsibilities Previous experience supporting CMS is highly desired. Candidate will be required to support the proposal writing and oral presentation phases of this support this solicitation. Previous experience/knowledge of ServiceNow Extensive knowledge of software asset management and software asset management tools and technologies. Extensive experience in developing and maintaining software license inventories and “proof of license ownership” and “proof of license purchase”. Extensive experience in managing support documentation for software license management (e.g., user manuals, purchase docs, supporting documentation). Extensive knowledge of identifying unused or underutilized software licenses. Experience with examining the existing software license population, analyzing usage, performing gap analysis, reviewing discovery data, and providing sound recommendations to management. Bachelor's degree and at least five (5) years of experience Required Skills and Experience Outstanding written and oral communication skills Bachelor's degree in Ability to work independently with minimal supervision while contributing to overall company success. Professional Certifications None Formal Education Bachelor's degree Required Professional Experience 5+ years' Software Asset Management experience 5+ years of Service Now (SNOW) experience Desired Experience CMS experience highly desired Security Clearance Requirements Must possess or qualify for a Public Trust (MBI) Citizenship Requirement U.S. Citizenship required for this specific opportunity CRITICAL NOTES: SSG will not make assumptions regarding your qualifications. Your answers to the mandatory screening questions must be supported by the information on your resume. Applications with inconsistencies will not be considered. Recruiters or Third parties will not be considered The preferred location is Florida. Other locations may be considered dependent upon candidate qualifications and other factors. CO, CA, NY and NJ applicants will not be considered. This position is contingent upon contract award U.S Citizenship is required for this specific opportunity . Applicants selected will be subject to a government security investigation and must meet eligibility requirements for access to classified information and be able to obtain a government-granted security clearance. Individuals may also be subject to a background investigation including, but not limited to criminal history, employment and education verification, drug testing, and creditworthiness. Syms Strategic Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, marital status, disability, veteran status, sexual orientation, or genetic information.
    $58k-76k yearly est. 7d ago

Learn More About Portfolio Manager Jobs

How much does a Portfolio Manager earn in Holt, MI?

The average portfolio manager in Holt, MI earns between $59,000 and $179,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average Portfolio Manager Salary In Holt, MI

$102,000

What are the biggest employers of Portfolio Managers in Holt, MI?

The biggest employers of Portfolio Managers in Holt, MI are:
  1. Highmark
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