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Portfolio manager jobs in South Dakota - 47 jobs

  • Business Banking Portfolio Manager

    Bankwest 3.8company rating

    Portfolio manager job in Pierre, SD

    Scope of Job Responsible for credit underwriting, monitoring, and portfolio management of Ag and Commercial Banking relationships to ensure strong credit quality and achieve efficient internal processes to retain and expand customer relationships. Primary performance responsibilities include analyzing financial data to determine the merits of loan requests, monitoring the performance of existing client relationships, and assist in the management and organization of the loan portfolio. Primary Duties Assist with the due diligence/analysis of new client relationships and opportunities as appropriate. Manage the renewal process by working with the BDO, the customer, and the credit administration department. Assist in the preparation of loan packages and participate in the bank's loan approval process. Manage the process for approving and closing modifications/amendments/waivers to existing credit agreements. Assist BDO with in coordinating the loan closing process for new and existing loan relationships (i.e. working with both outside counsel and internal loan document preparation groups, reviewing loan documents, closing loans with customers as needed). Perform other administrative duties required for the maintenance of the loan portfolio (i.e.exception tracking, financial reporting and covenant compliance). Ensure the portfolio administration and risk management of each customer relationship is in compliance with established BankWest credit policy, procedure and business strategy as well as regulatory guidelines. Partner with the BOO as the point of contact for existing and prospective customers; acting as a liaison to the Credit Administration Department and other internal support areas. Monitor loan repayment activities and financial condition of borrowers and take necessary action to collect past due acc ounts. Secondary Duties Work as a team with departmental counterparts on planning and implementing assigned projects and products. Participate on various committees and project teams as deemed appropriate by management. Attend, actively participate in organization, job specific training offered, and Quality Service programs. Adhere to all applicable Policies and Procedures of BankWest organization. Community involvement is strongly encouraged. Other duties as assigned. Requirements Education (The minimum qualifications for internal/external applicants) A Bachelor's Degree in a related field. Experience (The minimum qualifications for internal/external applicants) 3 years' experience in related field. Experience in credit/financial analysis. Expertise in the management of large, complex credit relationships, collateral mix, and credit enhancements. An in-depth knowledge of Commercial/Ag Lending including all underwriting, analysis of financial statements, tax returns and cash flows. Special Skills Ability to work dependently and/or independently, under pressure, meet deadlines, and adjust work schedules as needed to complete job responsibilities. Excellent credit/financial analytical skills. Ability to organize and handle multiple responsibilities while delivering quality external and/or internal Customer Service. Strong interpersonal skills to ensure effective communication with external and/or internal customers. Knowledge or ability to learn regulatory requirements pertinent to performance of specified duties in job description. Knowledge of banking terminology and procedures. Ability to skillfully use a variety of application software, learn computer programs, and comprehend the program output. Adhere to Federal Privacy Standards in addition to following BankWest requirements for electronic communication and Social Engineering standards. BankWest is a "Sales Organization" and all employees are expected to participate directly or indirectly with increasing BankWest's presence in their markets as appropriate.
    $78k-129k yearly est. 27d ago
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  • Commercial Portfolio Manager

    Pearson 4.7company rating

    Portfolio manager job in Pierre, SD

    Pearson is seeking an experienced Commercial Portfolio Manager for Statistics in Higher Education Courseware to join a highly collaborative team dedicated to prioritizing customer value embedded in the products we build. This role will focus on overseeing a portfolio of products (such as eTexts and print books, and our homework platform, MyLab XL) by capitalizing on market opportunities, meeting customer needs, and delivering improved learner outcomes which ultimately drive value for our end users and revenue for Pearson. We value teamwork, trust, flexibility, achievement, curiosity, and solving difficult problems. The role reports to the Director of Commercial Portfolio Management for Math and Physical Science. **Key Responsibilities:** + Serve as the voice of the customer by working with colleagues in North America (and globally) to support the identification, assessment, and prioritization of market opportunities & customer pain points in math education, ensuring focus on maximizing both commercial and learner outcomes + Lead product strategy and contribute to the creation of new products and features, while phasing out existing products as needed. Focus on developing a strategic plan to guide the future of the portfolio in the education product space + Gather and analyze customer feedback and market research to gain deep insights into product performance, market trends, and competitor offerings. Use this information to inform product strategy and prioritize initiatives that address key customer needs + Champion data-driven decision-making, using strong data analysis skills to assess product performance and inform next steps, while balancing operational delivery with strategic thinking + Acquire and manage authorial talent, working directly with authors to bring their best work to market and ensure the product aligns with customer needs and expectations + Collaborate with cross-functional teams, including other Commercial Portfolio Managers, Content Strategy, Sales, Marketing, UX, Efficacy & Learning Research, and the Product Management teams, to create innovative products that drive improved learner outcomes and deliver commercial value for Pearson + Drive continuous product improvement post-launch, optimizing customer experience, adapting to geography/market segment requirements, responding to competitor actions, and improving both learner and commercial outcomes + Support achievement of the financial targets for your product(s) through knowledge and creation of the product P&Ls + Provide mentorship and guidance to junior team members, helping them navigate complex tasks and develop their skills. Share expertise to help shape team projects and contribute to a culture of continuous learning + Communicate effectively with stakeholders, presenting data, insights, and product strategies clearly and persuasively to support key decisions and product direction. **Qualifications:** + Bachelor's degree or equivalent + Commercial product management/portfolio management experience, including managing digital products + 2-3 years experience as a college sales representative preferred + Ability to travel as needed (up to 10%) + Strong understanding of education, particularly higher education, and learning from a consumer viewpoint + Ability to balance strategic thinking with operational execution across multiple markets + Passion for design thinking, applying empathy, curiosity, and collaboration to explore innovative ideas + Exceptional communication skills, with the ability to tell a compelling story using data and customer feedback to drive decisions + Competence in analyzing market trends and identifying actionable insights to develop strategic product initiatives. This role provides an opportunity to take ownership of key product initiatives, collaborate with diverse teams, and develop your expertise further, all while contributing to the growth and success of Pearson's Math and Statistics portfolio. Compensation at Pearson is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific location. As required by the California, Colorado, Hawaii, Maryland, New York State, New York City, Washington State, and Washington DC laws, the pay range for this position is as follows: This position is eligible to participate in an annual incentive program, and information on benefits offered is here. **Who we are:** At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson. Pearson is an Equal Opportunity Employer and a member of E-Verify. Employment decisions are based on qualifications, merit and business need. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing ******************************************. **Job:** Portfolio Management **Job Family:** GO\_TO\_MARKET **Organization:** Higher Education **Schedule:** FULL\_TIME **Workplace Type:** Remote **Req ID:** 21939 \#location
    $56k-92k yearly est. 29d ago
  • Commercial Portfolio Manager II-Food, Beverage & Agribusiness

    UMB Bank 4.6company rating

    Portfolio manager job in Pierre, SD

    This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfolio management activities (generally large and moderately complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify opportunities for expansion. Key highlights of the role will include the following: **Duties & Responsibilities** + Partner with loan officers to effectively administer the management of assigned commercial banking relationships. + Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request. + Continuously monitor borrowing base reports, budget tracking and covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Follow established protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions. + Recognize and manage early warning signs for the portfolio on a recurring basis, which may include but are not limited to the following: analyze borrower/guarantor financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews. + Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times. + File all required reports and resolve all related issues in a timely and efficient manner. + Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with minimal supervision required + Other duties as assigned. **Knowledge & Skills** MINIMUM: + Demonstrates knowledge of agribusiness and production agriculture industries in the Western US, including fruit & vegetable crops, row crops, tree nuts, citrus, wine, dairy, cattle and agribusinesses supporting these sectors. + Demonstrates excellent communication skills (verbal & written) + Demonstrates strong knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc. + Demonstrates strong level of understanding of credit underwriting + Demonstrates strong knowledge of bank products, services, and bank operations + Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents + Demonstrates strong analytical skills + Demonstrates ability to be self-starter, show initiative, and transfer knowledge to less experienced peers + Demonstrates strong proficiency in Word, Excel, PowerPoint + Demonstrates knowledge of commercial lending software PREFERRED: + Ability to prospect and network at various levels within a company **Requirements** MINIMUM: + Bachelor's degree in business, Accounting, Finance or related fields + 5 years commercial banking experience including credit underwriting + Current valid driver's license PREFERRED: + 8 years commercial banking experience including credit underwriting **Compensation Range:** $69,920.00 - $149,000.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $69.9k-149k yearly 60d+ ago
  • Head of Risk Management

    Bitgo 4.5company rating

    Portfolio manager job in Sioux Falls, SD

    BitGo is the leading infrastructure provider of digital asset solutions, delivering custody, wallets, staking, trading, financing, and settlement services from regulated cold storage. Since our founding in 2013, we have focused on enabling our clients to securely navigate the digital asset space. With a global presence and multiple Trust companies, BitGo serves thousands of institutions, including many of the industry's top brands, exchanges, and platforms, and millions of retail investors worldwide. As the operational backbone of the digital economy, BitGo handles a significant portion of Bitcoin network transactions and is the largest independent digital asset custodian, and staking provider, in the world. For more information, visit ************** We are looking for a Head of Risk Management to partner to lead and scale the enterprise-wide risk management program and to provide strategic oversight and subject matter expertise on various types of risks (security, regulatory, operational, and financial) and compliance matters. You will serve as a trusted advisor to corporate executives, sales, product, engineering, HR, finance, legal counsel, and business managers to identify, assess, and manage BitGo's top risks while establishing and evolving the company's risk appetite framework. BitGo is seeking people who are passionate about their craft, take full ownership for their work and projects, and believe in transparent and collaborative culture with the goal of making BitGo successful. This role will require being full-time onsite at Sioux Falls office to support collaborative team dynamics and innovative problem-solving. Responsibilities * Lead the design, implementation, and continuous evolution of the overall enterprise risk strategy, policies, standards, and guidelines related to corporate risk across the organization. * Oversee and direct the review of third-parties, applications, and/or technology environments during the onboarding, development, or acquisitions process to ensure potential risks are identified, quantified, and mitigated/accepted accordingly, with escalation protocols for material risks. * Ensure BitGo risk framework aligns to and exceeds industry standards, driving continuous improvement and maturation of risk management capabilities. * Build, mentor, and manage a high-performing risk management team, fostering a culture of risk awareness and accountability across the enterprise. * Develop, implement, and manage BitGo's enterprise-wide risk management program, including necessary policy, procedures, training, and risk reporting to executive leadership and the Board of Directors. * Partner with corporate executives in finance and in BitGo Prime to establish and optimize processes and procedures for the analysis and monitoring of financial and counterparty risks, including risk limit frameworks. * Collaborate with Legal and Compliance teams in ensuring BitGo adheres to all regulatory obligations across its global operations, serving as a key liaison with regulators and auditors as needed. * Drive strategic risk initiatives and transformation projects that strengthen BitGo's risk posture and support business growth objectives. Requirements * Deep expertise in risk management and control frameworks (e.g. COSO, ISO 31000, NIST RMF) * Comprehensive knowledge of information security and privacy standards and regulations (e.g., ISO 27001/27701, NIST, FFIEC, SOC 2, CCPA, EU GDPR) * Proven experience building and leading risk management teams in dynamic, high-growth environments * High level of commitment to quality work product and organizational ethics, integrity, and compliance * Excellent leadership and staff management skills with the ability to influence and develop talent. * Demonstrated ability to interface with and present to C-suite executives, Board members, and external stakeholders. * Strong interpersonal skills and the ability to effectively communicate complex risk concepts, both written and verbally, to technical and non-technical audiences * Ability to prioritize multiple strategic initiatives and meet deadlines with minimal supervision * A college degree in business, public policy, risk management, or a technical field. (BA/BS required; MBA, CPA, CISA, CRISC, or related advanced degree/certification preferred) * Minimum of 10-15 years of relevant experience in risk management, with at least 5 years in a senior leadership role * Experience in financial services, fintech, or regulated industries strongly preferred * You are knowledgeable and enthusiastic about blockchain technology and cryptocurrencies BitGo is seeking people who are passionate about their craft, take full ownership for their work and projects, and believe in transparent and collaborative culture with the goal of making BitGo successful. Why Join BitGo? Disrupting an industry takes vision, innovation, passion, technical chops, drive to deliver, collaboration, and execution. Join a team of great people who strive for excellence and personify our corporate values of ownership, craftsmanship, and open communication. We are looking for new colleagues who bring innovative ways of thinking and problem solving, and who want risks to be part of the team that changes the world's financial markets. Here are some of the benefits of working at BitGo: * Competitive base salary, bonus and stock options * 100% company paid health insurance for employee, partner and dependents * Up to 4% 401k company match * Paid parental leave, paid vacation * Free custom lunches, dinners and snacks * Computer equipment and workplace furniture to suit your needs * Great colleagues and inspiring startup environment * Benefits may vary based on location Cryptocurrencies are the most disruptive change the financial services industry has seen in years. Join us and you'll be able to look back and say you were part of the team that transformed investing.
    $92k-126k yearly est. Auto-Apply 60d+ ago
  • Audit Manager - Construction & Development

    Brady Martz

    Portfolio manager job in Sioux Falls, SD

    Job Description Audit Managers may work as the engagement lead or under the direct supervision of Senior Managers dependent upon the nature of the client engagement. They must have strong communication skills as they interact with both the client and firm team members. Audit Managers also must have excellent organizational skills as they coordinate several engagements simultaneously while meeting set deadlines. They train and lead senior associates and associates, instruct them in work to be performed, review the work completed, provide feedback, and direct necessary revisions. Essential Position Responsibilities: Work as part of a team to provide audit engagement services for clients Lead audit engagement teams to ensure all components of the audit are performed including gathering information from the client, leading planning meetings, performing risk assessment, overseeing fieldwork procedures, and seeing the audit report through to final issuance Oversee and review work of Senior Associates and Associates including training and mentoring Use excellent judgment and analysis to prepare and review accounting-related reports and provide financial analysis in an effort to improve client internal controls and accounting procedures Manage client relationships by monitoring client needs Is a key point of contact for the client on day-to-day accounting matters Provide feedback to Senior Managers and Shareholders Participate in the area of business development Utilize cloud-based technology and other audit software Seek out opportunities to improve the client relationship and cross sell other BMA services Keys to Success: Overall client satisfaction Efficient use of standard technology Demonstrates competency in mentoring staff in accordance with firm Career Development guidelines Strong problem-solving skills Accurate recording of accounting transactions Establish and maintain effective working relationship with co-workers and clients Requirements Bachelor's Degree in Business required, a Bachelors in Accounting preferred 5+ years of accounting required including experience managing staff, preferably in public accounting Licensed CPA or CMA license preferred Understanding of GAAP and GAAS Strong technology skills Ability to work on multiple projects and meet deadlines Ability to communicate clearly in writing and verbally Team player Ability to think innovatively Benefits Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.
    $103k-163k yearly est. 23d ago
  • Audit Manager

    Bankeasy

    Portfolio manager job in Sioux Falls, SD

    This person is responsible for managing the Internal Audit Department, the “third line of defense” for the organization, including reporting directly to the Board Audit and Compliance Committee. The manager will be responsible for the execution of the internal audit program for the organization's banking activities, including the traditional bank, national products, wealth management, and IT activities. Qualifications: This person should have a bachelor's degree and seven years of banking and/or audit experience or the equivalent. The designation of Certified Internal Auditor, Certified Public Accountant, or relevant certification from at least one bank trade association is required. This person should have a strong understanding of auditing standards, accounting principles, banking, and regulatory compliance, and demonstrate an ability to work well independently. Strong oral and written communication skills are required, along with strong analytical and problem-solving skills. Principal Responsibilities: Lead the team and develop an atmosphere of teamwork, open communication and unity. Provide oversight of all services offered. Actively mentor staff and ensure they are trained, evaluated, and motivated to perform their responsibilities in an effective and progressive manner. Assess risk across all levels of the corporation and develop the annual audit schedule for review and approval by Supervisor and the Audit Committee. Including completing a risk assessment for the organization that can be used jointly by the Compliance and Enterprise Risk departments (ERM). Recommend enhancements and changes to the audit program to ensure effectiveness. Perform audit fieldwork and assume responsibility of oversight of all elements of the audit program. This includes individual reviews, evaluating the soundness, adequacy, effectiveness, and proper application of accounting, financial, regulatory compliance, and operational controls, and determining the extent of compliance with laws, regulations, and internal controls including policies, procedures, and established practices Responsible for reviewing the activity of the departments classified as the “second line of defense, including compliance, quality control, ERM and any other departments within this category to insure they are fulfilling their role as a proper check and balance in the organization Assume responsibility for the oversight and completion of FDICIA testing, including coordinating with external auditors. Communicate findings with senior management. Design and execute additional testing to demonstrate proper remediation when necessary. Maintain FDICIA control documentation and test results. Coordinate the meeting schedule for the Audit & Compliance Committee. Issue reports to appropriate levels of management stating conclusions and recommendations for improving the organization's control structure. Interact with Senior Management in coordinating appropriate responses to audit report findings or other identified concerns within the organization. Work closely with other business units to monitor and follow up on issues discovered during internal or external audits and reviews to ensure corrective action is taken. Assist in or conduct presentations to appropriate levels of management or the Audit Committee or Board of Directors at the conclusion of an audit. Participate from an audit perspective in committee proceedings and evaluations of new policies, procedures, systems, and products as assigned. Maintain a current knowledge of developments applicable to the position in the areas of auditing, banking, regulatory compliance, and technology, including requirements under FDICIA. Work closely with external auditors and examiners in their work as assigned and assist in the preparation for regulatory examinations. Act in accordance with FBT policies and procedures as set forth in the employee handbook. Adhere to compliance procedures and participate in required compliance training. Compensation Grade Salary Grade 8 First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete Equal Employment Opportunity Policy Statement . Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at ************ or email ***************.
    $103k-163k yearly est. Auto-Apply 31d ago
  • Audit Manager (Construction focus) - Sioux Falls

    Good Works Talent

    Portfolio manager job in Sioux Falls, SD

    About the Opportunity Good Works Talent is proud to partner with Brady Martz & Associates, a Top 100 public accounting firm with deep regional roots and a growing national footprint. As the firm continues to expand its Construction and Development practice, we're leading the search for an Audit Manager who can combine technical expertise with strong leadership and client relationship skills. This is an opportunity to join a firm that offers the complexity and advancement of a large practice while maintaining the personal culture, flexibility, and trust of a regional firm. Brady Martz's people are known for their collaboration, integrity, and commitment to doing great work, without the grind of unsustainable hours expectations. Why This Role Matters Construction and development audit work at Brady Martz is on the rise. The firm has invested in the people, tools, and culture to support continued growth, and this manager will play a central role in leading client engagements, mentoring staff, and strengthening relationships across key markets. You'll manage diverse projects, guide high-performing teams, and serve as a trusted advisor to clients who rely on Brady Martz for insight, accuracy, and partnership. What You'll Do Lead audit engagements from planning to final reporting, ensuring high-quality work and client satisfaction Supervise and mentor Senior Associates and Associates, providing real-time coaching and review Manage multiple projects while maintaining exceptional communication and organization Serve as a primary client contact, delivering practical recommendations and insights Partner with Senior Managers and Shareholders on process improvement and business development initiatives Use cloud-based and data-driven audit technology to improve efficiency and accuracy Model a collaborative, team-first leadership approach aligned with Brady Martz's values What Success Looks Like Within the first year, you'll be recognized as a trusted leader who: Manages client relationships in the construction and development space Builds confidence across your team and clients through consistent, high-quality delivery Strengthens Brady Martz's position as a preferred firm for construction and real estate audits Contributes to firm growth by mentoring others, identifying cross-service opportunities, and enhancing client satisfaction What You Bring Bachelor's degree in accounting or business (Master's preferred) 5+ years of public accounting audit experience, including staff leadership Background in construction or real estate a plus, but curiosity and adaptability are key CPA or CMA preferred (or eligibility in progress) Strong GAAP and GAAS knowledge and comfort with cloud-based audit tools Excellent communicator, problem solver, and relationship builder Analytical and detail-oriented with a balanced, people-first mindset Work Model and Culture Hours: 1,900 annual hours (charge + firm time) to support balance and sustainability Travel: Minimal, typically 2-4 weeks per year Hybrid Flexibility: Work within approximately 100 miles of a Brady Martz office Career Path: Advancement opportunities into Senior Manager or Practice Leader roles as the team grows Compensation and Benefits Competitive Salary: $95,000-$135,000+, commensurate with experience and credentials Comprehensive Benefits: Health, dental, and vision coverage Employer-funded profit-sharing plan and 401(k) Life and disability insurance Flexible Spending Accounts Flexible Time Off (no accrual system) Parental Leave: 6 weeks for partners, 12 weeks for mothers Ongoing professional development and firm-supported CPE Why Professionals Choose Brady Martz Consistently ranked among the Top 100 public accounting firms Meaningful work with regional clients and minimal travel demands A people-first culture that prioritizes flexibility, mentorship, and autonomy Leadership that values innovation, transparency, and personal connection How to Apply Good Works Talent is leading this search on behalf of Brady Martz & Associates. If this sounds like the kind of work and culture where you'd thrive, we'd love to hear your story. Please share your resume or LinkedIn profile, along with a short story or example of a recent professional accomplishment that you're most proud of.
    $95k-135k yearly 39d ago
  • Senior Tax Manager

    Brady Martz and Associates

    Portfolio manager job in Sioux Falls, SD

    Managers may work as the engagement lead or under the direct supervision of Senior Managers dependent upon the nature of the client engagement. Managers must have strong communication skills as they interact with both the client and firm team members. They also must have excellent organizational skills as they coordinate several engagements simultaneously while meeting set deadlines. They train and lead senior associates and associates, instruct them in work to be performed, review the work completed, provide feedback, and direct necessary revisions. Works as part of a team to provide audit engagement and/or tax services for clients Tax: Reviews mid to high level business tax and individual income tax returns Tax: Advises clients regarding a full spectrum of tax services Tax: Oversees complex tax research projects Tax: Manages tax accounting projects to meet client needs within a specified time frame Audit: Lead audit engagement teams to ensure all components of the audit are performed including gathering information from the client, leading planning meetings, performing risk assessment, overseeing fieldwork procedures, and seeing the audit report through to final issuance Oversees and reviews work of Senior Associates and Associates including training and mentoring Uses excellent judgment and analysis to prepare and review accounting-related reports and provide financial analysis in an effort to improve client internal controls and accounting procedures Manages client relationships by monitoring client needs Is a key point of contact for the client on day-to-day accounting matters Provides feedback to Senior Managers and Shareholders Participates in the area of business development Utilized cloud-based technology and other audit software Seeks out opportunities to improve the client relationship and cross sell other BMA services Requirements Bachelor's Degree in Business required, a Bachelors in Accounting preferred 5+ years of accounting required including experience managing staff, preferably in public accounting Licensed CPA or CMA license preferred Understanding of GAAP and GAAS Strong technology skills Ability to work on multiple projects and meet deadlines Ability to communicate clearly in writing and verbally Team player Ability to think innovatively Benefits Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.
    $77k-106k yearly est. Auto-Apply 60d+ ago
  • Branch Manager - Flandreau Branch

    The First National Bank In Sioux Falls 3.0company rating

    Portfolio manager job in South Dakota

    The Branch Manager provides leadership and direction for the branch and its team, fostering a culture of excellence and accountability. This role is responsible for driving branch performance through coaching, mentoring, and the consistent application of the Bank s Sales and Service Philosophy and service excellence standards. The Branch Manager oversees all aspects of branch operations, including daily staff supervision, sales management, customer service, deposit and consumer credit decisions, and marketing and business development initiatives. The position may also include responsibility for commercial lending and/or real estate origination, depending on the branch s needs. In addition, our FIRST Values apply to all teammates without exception. FIRST Values Family We support, trust, and respect each other, our customers, and our shareholders. Independence & Innovation We embrace change as vital to our success. Relationships We build relationships that are based on strong character, mutual loyalty, trust, and respect. Stewardship We take care of ourselves so we can take care of others. Teamwork We help each other grow and succeed. Who we are: The First National Bank in Sioux Falls began its long-term commitment to the Sioux Falls area in 1885. The oldest bank in Sioux Falls owes its longevity to a combination of service, stability, innovation, and family involvement. Over the past 140 years, The First National Bank in Sioux Falls has worked diligently to promote the growth and vitality of our city and the surrounding area. The Bank strives to continually be recognized as a community leader by reinvesting financial resources back into the communities it serves and encouraging active employee involvement in community volunteer organizations. The First National Bank Way, which is a blend of our Mission Statement and FIRST Values, serves as the foundation of our culture. It is a gift that has been passed down to us and is the legacy that we will protect and preserve. Nothing is more important to us it is the cornerstone of our success. Our culture is driven by integrity, service, and strong values; nothing has shaped it more than our FIRST Values. Our FIRST Values are not just words; they are truly felt by our employees, customers, shareholders, and communities. They tell us who we are as a business and guide our behaviors and decisions as we move forward and build successful relationships. Although banking has evolved over the years, our mission and values have not and will not change. What will you do: Leadership Management Accountability Lead with clear direction, providing the necessary tools to delegate and elevate for growth and development of teammates. Provide training, coaching, development, and motivation for bank personnel. Lead branch in all aspects, including customer service, human resources, administration, and sales practices in accordance with bank s objectives. Locate areas of improvement and leverage growth opportunities. Evaluate staff s performance and provide feedback through consistent and ongoing coaching and communication. Know how their role fits into the strategic plan of the bank and their department. Hold regular one on one's, quarterly conversations, and team meetings. Sales & Service Lead with the Sales and Service program of the department when working with customers. Fully understand the products and services that are applicable to their role and recommend those products to our customers when appropriate. Proficiently explain and cross sell banking products and services to clients based on their needs. Process applications for deposit accounts, loans, credit cards, and safe deposit boxes. Lead by example in sales and referrals for the branch in accordance with bank objectives. Responsible for the growth of their assigned portfolio and that of their direct reports. Create a culture that leads to world class customer service by exceeding customer's expectations and building brand loyalty. Represent the bank in a positive manner in their community and encourages prospects to become customers. Handle escalated customer concerns. Strive to meet goals that have been set for them and for their overall team. Share knowledge with others to bring out best in team. Quality Follow guidelines, policies and procedures of the bank to keep errors to a minimum. Prepare documents when opening or changing accounts, obtain necessary signatures and process paperwork in an accurate and efficient manner including timely correction of errors. Collect and input accurate information from clients. Errors are identified quickly and remedied efficiently. Use solid judgement when making decisions and keeps the Bank's policies, procedures, and reputation in mind. Exceptions are well thought out and documented with proper approval. Stay current with changes to Bank policies and procedures, also ensure that branch personnel understand and follow Bank policies and procedures. Process internal paperwork through checkoff team that has minimal errors and any errors that are identified are corrected in a timely manner for self and team. Ensure quality control of new accounts and customer transactions. Branch Logistics Ensure that the retail branch runs properly and efficiently. This includes but is not limited to scheduling of teammates; facilities are clean, welcoming and appropriate; team has necessary materials and supplies to do their work well; security of cash and sensitive items are maintained properly and that all audit and compliance standards are being met. Recruit and determine eligibility by interviewing qualified candidates to hire for open positions. Ensure that all audit and compliance standards are met for the branch. Maintain branch facilities and work with Maintenance Team to address any facility issues. Ensure that surprise audits are done on cash drawers. Manage the security of the branch, including the issuance of keys, management of dual control, and following of security procedures. Train, coach, and supervise branch teammates. Approve PTO and create schedules for staff to ensure branch operations meet customer expectations. Qualifications Secondary education in related field preferred. Four or more years of relevant work experience including banking and supervision experience, or a combination of education/experience that would enable incumbent to meet accountabilities and required competencies of the position. Experience with sales, sales management, and/or banking preferred. Skills and Abilities Ability to work as a facilitator, coach and/or mentor to others. Excellent verbal and written communication skills. Ability to conduct relationships in a manner that ensures cooperation and positive results. Excellent organizational skills and attention to detail. High degree of accuracy required. Demonstrate a high degree of concern for professional and innovative customer service. Ability to adapt to the needs of the organization and teammates. What s in it for you? Health Insurance Dental & Vision Insurance Profit Sharing Paid Vacation & Holidays Company paid short and long term disability Tuition Reimbursement Program Employee Banking Perks Community Volunteer time And More!
    $50k-62k yearly est. 60d+ ago
  • Compliance Audit Manager

    Cardinal Health 4.4company rating

    Portfolio manager job in Pierre, SD

    **What Ethics & Compliance contributes to Cardinal Health** Ethics & Compliance promotes a culture that encourages ethical conduct and a commitment to compliance. This function implements strategies and processes to ensure adherence to policies, educates and trains employees across the organization, and conducts investigations to resolve ethics and compliance issues. **Compliance Audit Manager** Reporting to the Compliance Director, this position supervises and manages compliance audits to determine organizational integrity of billing for professional (physician) services and/or hospital (technical) services. This position will also support the Director with transactional audit diligence and integration planning, as well as the development and completion of the annual enterprise risk assessment and audit and monitoring plan. The Manager has supervisory responsibility for all Compliance Audit staff. **Responsibilities** + Plans professional compliance department audits to determine accuracy and adequacy of documentation and coding related to physician or hospital (inpatient and outpatient) billing and/or medical necessity reviews. + Prepares written reports of audit findings and recommendations; presents to appropriate stakeholders; evaluates the adequacy of management corrective action to improve deficiencies; maintains audit records. + Conducts risk assessments to define audit priorities based on previous audit findings, management priorities, coding utilization patterns, national normative data, CMS and CCI initiatives, OIG work plans and advisories as well as healthcare industry best-practices. + Develops and implements compliance training and education to ensure compliance with federal and state regulations and laws, CMS and other third-party payer billing rules and internal documentation, coding and billing policies and procedures. + Provides feedback and training for physicians and staff regarding coding insufficiencies. + Serves as institutional subject matter expert and authoritative resource regarding federal, state and payer documentation, billing and coding rules and regulations, maintaining awareness of governmental regulations, protocols and third-party requirements. + Serves as liaison with 3rd party auditors conducting audits as well as manages in-house auditing staff. + Supports the overall workplan of the Compliance Department. **Qualifications** + Bachelor's degree in Health Information Management, Business or related field preferred. + 6+ years of experience in physician and/or hospital coding and auditing, medical necessity reviews, or related work; cancer and urology service line experience preferred; ASTRO and ACR-guideline knowledge a plus. + AAPC, AHIMA or HCCA Coding certification and or Auditing/Compliance certification (CPC, CCS, CCS-P, COC, CPMA, CHC) preferred. + Ensures compliance with regulations and controls by examining and analyzing records, reports, operating practices, and documentation; recommends opportunities to strengthen the internal control structure. + Understands institutional risks and shows appropriate judgment, using a risk-based approach in planning and executing audit plans. + Expert-level knowledge and application of Medicare/Medicaid documentation and coding rules and guidelines; ICD/CPT/HCPCS/DRG/APC documentation coding rules; medical terminology; E/M rules; healthcare compliance audit methodology, principles and techniques; ability to interpret medical record progress notes, handwritten and electronic chart entries, provider orders and other related documentation during audit reviews. + Ability to communicate complex and potentially sensitive issues to all levels of management, physicians, and others; strong presentation and communication skills (MS Word, Excel, PowerPoint, and Outlook). **What is expected of you and others at this level** + Manages department operations and supervises professional employees, front line supervisors and/or business support staff + Applies advanced knowledge and understanding of concepts, principles, and technical capabilities to manage a wide variety of projects + Participates in the development of policies and procedures to achieve specific goals + Recommends new practices, processes, metrics, or models for a successful auditing program + Possesses strong attention to detail + Ability to effectively prioritize and execute tasks in a fast-paced, dynamic environment + Independently determines method for completion of new projects + Receives guidance on overall project objectives + Excellent time management, personal integrity and ability to maintain confidentiality. **Anticipated salary range:** $105,100 - $140,100 **Bonus eligible:** Yes **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 01/07/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $105.1k-140.1k yearly 60d+ ago
  • Tax Manager

    Ketel Thorstenson, LLP 3.1company rating

    Portfolio manager job in South Dakota

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Responsibilities Using discretion and judgment to prepare individual, partnership, corporate, and other various tax returns. Using knowledge of accounting to analyze and interpret data to make recommendations to clients regarding routine tax and accounting inquiries. Continue to gain knowledge about tax laws and stay updated with law changes through in-office training and independent research. Review individual, partnership, corporate, and other various tax returns. Assist clients with routine tax and accounting inquiries. Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise. Assist partner group with client management and business development. Develop working relationships with clients and co-workers. Including participating in the firm's liaison and coaching programs. Attend professional development and training sessions on a regular basis. Attend firm-sponsored community service events and team-building activities. Assist in staff recruiting efforts Seek regular feedback on performance Become familiar with and adhere to Ketel Thorstenson's policies and procedures. Assist in brainstorming ideas for change/improvement for the firm as well as implementing and facilitating these changes. Assisting with other client-related tasks. Other duties as assigned by Partner-in-Charge or another member of the Partner group. Must be able to operate a motor vehicle and meet insurance requirements following a motor vehicle record check Required Qualifications CPA (Certified Public Accountant) or EA (Enrolled Agent) certification A strong work ethic - you take gratification in tasks and do what has to be done A Bachelor's degree in Accounting or a similar field such as Finance or Business Minimum of five years of tax consulting and/or compliance experience in public accounting or a combination of corporate and public accounting experience Willingness to put forth the effort needed to meet compliance and Firm deadlines, as well as meet client expectations Proficiency in Microsoft Office Suite and working knowledge of accounting, and tax preparation software, and other applications relevant to job requirements. Desire to work in a fast paced, deadline oriented environment Ability to work independently and as part of a team A Valid Drivers License Core Competencies Professionalism Integrity / Ethical Conduct Critical Thinking Problem-Solving Organization Prioritization Multi-tasking Team Oriented with the ability to work independently. Additional Requirements Must be able to operate a motor vehicle and meet insurance requirements following a motor vehicle record check. Work Environment and Physical Demands This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, and fax machines. The employee will sit for prolonged periods of time at a desk and work on a computer. The employee may lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Schedule and Benefits This is a full-time position working a minimum of 2272 hours per year. 712 of those during January through April Busy Season. KT offers more than just competitive salary with PTO, 8 paid holidays, medical, dental, and vision insurance, flexible spending account plans, a 401k retirement plan, life insurance, employee referral program, certification incentives, and tax season incentives. For more information about our benefits, visit ********************** Located in Spearfish, SD office Ketel Thorstenson, LLP is committed to being an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, national origin, ancestry, age, religion, disability, gender, pregnancy, sexual orientation, transgender status, gender identity, or any other classification protected under applicable law.
    $76k-98k yearly est. 60d+ ago
  • Manager - Risk Management

    American Express 4.8company rating

    Portfolio manager job in Pierre, SD

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** How we serve our customers is constantly evolving and is a challenge we gladly accept. Whether you're finding new ways to prevent identity fraud or enabling customers to start a new business, you can work with one of the most valuable data sets in the world to identify insights and actions that can have a meaningful impact on our customers and our business. And, with opportunities to learn from leaders who have defined the course of our industry, you can grow your career and define your own path. Find your place in risk and analytics on #TeamAmex. The incumbent will play a key role in representing Risk Management in U.S. Consumer new product development initiatives, in close partnership with functional teams across Credit and Fraud Risk (CFR). The incumbent will collaborate across all Credit and Fraud Risk (CFR) functions to create comprehensive and robust credit strategies for banking products. The incumbent will also work in collaboration with non-CFR teams, including Product Management, Corporate Development, Marketing, Finance, Compliance, GCO, Servicing, and Technologies in order to evaluate the impacts of new initiatives on business economics. This position requires strong analytical and communication skills, with an ability to interact with and influence colleagues and senior leaders in CFR and across the enterprise. **Responsibilities:** + Represent CFR in the U.S. Consumer New Product Development process; provide input and consulting to deal teams through the development lifecycle - evaluation, proposal, and launch + Review deal pipelines, perform risk due diligence on prospective partners and portfolios, and provide risk inputs into deal contracts + Perform benchmarking analyses using internal and external data to predict product performance metrics and behaviors - e.g., approval rate, spend, revolve, write-off + Develop end-to-end risk management strategies for new products, implement strategies, policies, and controls, and monitor and assess post-launch performance + Define risk management strategies for banking products; implement policies, processes, and controls; monitor and actively manage portfolio credit metrics. **Minimum Qualifications:** + Learning agility and rigor for using analysis to solve complex business problems + Deep understanding of card economics + Comfort and proven ability to drive results under tight timelines, often with limited information + Effective and succinct communication, adjusting style for channel and audience + Ability to build strong relationships in a cross-functional environment, interacting with and influencing business partners across CFR, Product Management, Corporate Development, Marketing, Compliance, GCO, and Technologies + Strong project management skills with ability to manage multiple competing priorities + Experience working with large datasets; knowledge of Lumi, Python, SQL, and/or other similar programming languages required **Preferred Qualifications:** + Expertise in credit risk management, consumer credit, and card/installment lending economics + Externally focused and aware of the latest technology and market trends in payment, credit trends, and credit behavior + Familiar and pays attention to external/industry development in the payments industry + Adaptability in a quickly changing environment + Advance degree in an analytical field is a plus **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Risk **Primary Location:** United States **Schedule** Full-time **Req ID:** 25019902
    $89.3k-150.3k yearly 54d ago
  • Tax Manager

    ELO CPA's & Advisors

    Portfolio manager job in Sioux Falls, SD

    At ELO CPAs & Advisors, we're more than accountants-we're trusted partners to the businesses and individuals we serve. We are currently seeking a highly skilled and experienced Tax Manager to lead and support our tax team in delivering exceptional service across a diverse client base. This leadership role is responsible for managing complex tax engagements, overseeing client relationships, mentoring staff, and ensuring compliance with tax regulations and laws. The ideal candidate is a proactive problem-solver with strong technical expertise, exceptional communication skills, and a collaborative mindset. Key Responsibilities: Tax Execution • Prepare and review complex individual, corporate, and partnership tax returns • Conduct tax planning and analysis to identify strategies that maximize client benefits • Research advanced tax issues and communicate solutions clearly to clients and the IRS • Ensure compliance with all relevant tax laws and filing requirements • Prepare correspondence to federal and state tax authorities as needed Client Interactions • Serve as a key point of contact for clients, providing proactive and responsive communication • Identify and propose additional service opportunities to add value to client engagements • Strengthen client relationships through high-quality work and trusted advisory support Documentation & Reporting • Maintain detailed, organized tax workpapers and reports in accordance with firm standards • Utilize accounting and tax software to generate and manage client documentation • Ensure clear documentation for all preparers, reviewers, and internal stakeholders Team Collaboration • Collaborate with tax team members across offices to ensure consistency and efficiency • Provide oversight, guidance, and review support for staff and junior associates • Uphold and promote firm processes, policies, and core values Professional Development • Attend professional development and training courses to improve the knowledge base • Keep up-to-date with current tax laws and regulations and monitor industry trends • Maintain minimum CPE requirements Qualifications: • Bachelor's degree in Accounting, Finance, or related field required; Master's in Professional Accountancy or Taxation preferred • Active CPA license required • 7-10 years of progressive public accounting experience with a focus on tax services • Strong technical knowledge of federal, state, and local tax laws and regulations • Demonstrated experience preparing and reviewing complex tax returns • Proven leadership and mentoring experience within a tax team environment • Proficiency in Microsoft Office Suite; experience with UltraTax and Thomson Reuters platforms is preferred • Excellent written and verbal communication skills • Strong organizational skills with the ability to manage multiple priorities and meet deadlines • Must possess a valid driver's license and be able to travel to client sites or ELO office locations (limited overnight travel) • Must meet annual CPE requirements Why Join ELO? • Be part of a highly regarded firm with a strong presence across eastern South Dakota, operating from nine convenient office locations to serve clients and team members. • Enjoy a competitive salary that aligns with both public and industry accounting standards. • Benefit from our Annual Bonus Program, where every team member shares in the success of our firm. • Opportunities for professional growth through training and development programs. • Secure your future with our 401(k) retirement plan, featuring an impressive dollar-for-dollar match of up to 5%. • Comprehensive benefits include group health coverage with generous employer contributions, ELO-paid life insurance at 2x your salary, and other valuable fringe benefits. • Take advantage of 10 paid holidays annually, plus our innovative Summer Fridays Program-a four-day workweek with 13 additional paid days off during the summer. Join a firm that fosters a supportive environment, empowering team members to succeed in their careers and personal lives. Join the ELO team! Apply online today! ***********************************
    $77k-107k yearly est. 60d+ ago
  • Tax Manager

    Solid Rock Recruiting LLC

    Portfolio manager job in Sioux Falls, SD

    Job Description Job Title: Tax Manager Employment Type: Full-Time, Exempt About the Firm Join a top-tier public accounting firm serving privately-held middle-market companies across industries including manufacturing, distribution, professional services, retail, and software. With a strong reputation for quality assurance services, the firm offers a collaborative culture, supportive leadership, and opportunities for career advancement. Key Responsibilities Work with and support the firm's Director in leading and managing the local team Become a primary point of contact for clients from retiring partners Serve as the primary point of contact and relationship manager for new clients Work with the firm's executive team and Director to develop and execute the firm's growth initiatives, product, and services offering and operational strategies Review and manage individual, business (c-corps, s-corps, and partnerships) and trust tax return engagements Lead firm's consulting and advisory efforts in the region Lead and manage staff in areas of research, training, and development Qualifications 7 - 12 years of experience preparing and reviewing individual, corporate, partnership and estate tax returns Bachelor's degree required; Master's degree preferred CPA or EA certification required Direct experience managing staff and client relationships Excellent communication and attention management skills Proprietor mentality and work ethic Entrepreneurial minded with an interest in strategy and operations Technical Skills Proficiency in Microsoft Office Suite (especially Excel) Experience with ProSystems and QuickBooks is a plus Strong project management and delegation abilities Experience presenting to clients and leading internal training sessions Other Requirements Active role in business development and firm marketing initiatives Executive presence and strategic mindset Apply today by sending your resume to Rob@solidrockrecruiting.com to learn more! Direct Phone: 605-595-8018
    $77k-107k yearly est. 9d ago
  • Finance Manager

    Teachwell Solutions

    Portfolio manager job in Sioux Falls, SD

    Join Our Team as a Finance Manager! Are you passionate about education and looking to make a difference in the lives of students? Teachwell Solutions is seeking a dedicated and experienced Finance Manager to join our team in Sioux Falls, SD. As a Finance Manager, you will play a crucial role in ensuring the financial health and stability of our organization, allowing us to continue providing top-quality education services to students in the region. Key Responsibilities: Oversee accounts payable, accounts receivable, and state and federal reporting Administer financial policies and procedures to ensure effective financial management Manage the organization's budget and financial forecasting Prepare financial reports, analyses, and recommendations for senior management and the board Collaborate with internal and external stakeholders to ensure compliance with financial regulations Lead the annual audit process and act as the primary point of contact for auditors Provide strategic financial guidance and support to senior leadership Qualifications: Bachelor's degree in Accounting, Finance, or related field Minimum of 5 years of experience in financial management Strong knowledge of financial principles and practices Excellent analytical and problem-solving skills Ability to communicate effectively with diverse stakeholders Knowledge of South Dakota education law and GASB accounting standards is beneficial Experience working in a non-profit or educational organization is a plus If you are a motivated and detail-oriented finance professional with a passion for education, we want to hear from you! Join our team at Teachwell Solutions and help us empower students to reach their full potential. Teachwell offers a full benefits package, including participation in the South Dakota Retirement System pension plan, very generous PTO and paid holidays. About Us Teachwell Solutions is a non-profit educational organization dedicated to providing high-quality educational services to students with disabilities in the region. With a focus on personalized learning and individualized support, we strive to create a supportive and inclusive learning environment where all students can thrive. Our team of dedicated educators and professionals work together to empower students to achieve academic success and personal growth. Learn more about our mission and programs at teachwell.org. Person hired must be able to pass a fingerprint-based background check and provide proof of eligibility to work in the US. Teachwell is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
    $72k-100k yearly est. 38d ago
  • Finance Manager

    Teachwell Solutions (East Dakota Ed Coop

    Portfolio manager job in Sioux Falls, SD

    Job DescriptionJoin Our Team as a Finance Manager! Are you passionate about education and looking to make a difference in the lives of students? Teachwell Solutions is seeking a dedicated and experienced Finance Manager to join our team in Sioux Falls, SD. As a Finance Manager, you will play a crucial role in ensuring the financial health and stability of our organization, allowing us to continue providing top-quality education services to students in the region. Key Responsibilities: Oversee accounts payable, accounts receivable, and state and federal reporting Administer financial policies and procedures to ensure effective financial management Manage the organization's budget and financial forecasting Prepare financial reports, analyses, and recommendations for senior management and the board Collaborate with internal and external stakeholders to ensure compliance with financial regulations Lead the annual audit process and act as the primary point of contact for auditors Provide strategic financial guidance and support to senior leadership Qualifications: Bachelor's degree in Accounting, Finance, or related field Minimum of 5 years of experience in financial management Strong knowledge of financial principles and practices Excellent analytical and problem-solving skills Ability to communicate effectively with diverse stakeholders Knowledge of South Dakota education law and GASB accounting standards is beneficial Experience working in a non-profit or educational organization is a plus If you are a motivated and detail-oriented finance professional with a passion for education, we want to hear from you! Join our team at Teachwell Solutions and help us empower students to reach their full potential. Teachwell offers a full benefits package, including participation in the South Dakota Retirement System pension plan, very generous PTO and paid holidays. About Us Teachwell Solutions is a non-profit educational organization dedicated to providing high-quality educational services to students with disabilities in the region. With a focus on personalized learning and individualized support, we strive to create a supportive and inclusive learning environment where all students can thrive. Our team of dedicated educators and professionals work together to empower students to achieve academic success and personal growth. Learn more about our mission and programs at teachwell.org. Person hired must be able to pass a fingerprint-based background check and provide proof of eligibility to work in the US. Teachwell is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. #hc211305
    $72k-100k yearly est. 8d ago
  • Branch Manager

    Weimer Bearing & Transmission

    Portfolio manager job in Rapid City, SD

    Bring your management talents to a growing, privately held company that will value you and your skills - we are STABLE, GROWING, and MOTIVATED. Head in a new direction and pave your own way with our growing company in an industrial Branch Manager position. With 35+ locations across 11 states, we are positioned as one of the largest, privately held companies in our industry. We are looking to add a motivated, experienced Branch Manager to our growing Rapid City location, part of our ISC division. About Weimer Bearing/ISC: Our growing company produces and distributes high tech electro/mechanical systems to major manufacturing and maintenance companies in a variety of industries. These products include industrial conveyor belting solutions, mechanical power transmission, bearings, electronic motion control, material handling, and fluid power. Weimer/ISC, is a privately held, forward thinking, progressive company. Come work for the best team in the industry. We will support you through ongoing career development, and we offer great benefits in a positive work environment. Responsibilities: Direct, plan and manage overall branch activities, including inside sales, office and warehouse functions Coordinate inside sales efforts and direct field sales management efforts Manage internal staff relations - lead, direct and coach Assist in hiring new team members Identify and provide direction to penetrate new markets and customers Learn our products and assist in inside and outside sales efforts Requirements 3+ years of sales/industrial management experience Bachelor's degree Strong organizational skills and attention to detail Experience with industrial power transmission and/or fluid power products preferred Experience with Epicor Prophet 21 (P21) a plus. Weimer/ISC offers a generous compensation and benefits package, including medical, dental, vision, 401K with match, a lucrative PROFIT SHARING program, salary increases, as well as a host of voluntary benefits.
    $48k-67k yearly est. 60d+ ago
  • Tax Manager - Gift, Trust & Estate Tax

    Eide Bailly 4.4company rating

    Portfolio manager job in Aberdeen, SD

    Work Arrangement: In-office or Hybrid A Day in the Life As a Tax Manager you will be responsible for working with clients and assist them with the transition of wealth from one generation to the next. A typical day as a Tax Manager might include the following: * Interpreting and reviewing various legal documents in relation to estate and business succession planning. * Technical research on estate planning and compliance matters for internal clients. * Assisting clients who may have varied levels of estate planning knowledge. * Looking at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is applied. * Implementing the planning process to create plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow. * Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience. * Assist in preparation of marketing materials and presentation of internal and external webinar trainings. * Preparing and reviewing gift, estate and fiduciary tax returns. * Working with staff to ensure gift, estate and fiduciary tax returns are completed correctly by required deadlines and under firm processes. * Coaching and mentoring staff. * Participating in business development activities. * Working with the firm Wealth Transition Services team on various projects. Who You Are * You have a Bachelor's degree in Accounting * You have an active CPA license or Enrolled Agent (EA) certification. * You have 5+ years of experience in public accounting or related field working with a focus on individual clients and corporate trust companies. * You are an excellent communicator -- your verbal and written communication skills are outstanding. The position will interact with clients at all levels of the income scale and will speak to groups on wealth transition topics. * You have expertise in transfer tax and estate planning. * You have experience with flow-through entities and private foundations. * You excel at managing multiple priorities and always meet your deadlines. * You have experience developing business and networking Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Benefits Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws #LI-KP1 #LI-HYBRID
    $77k-101k yearly est. Auto-Apply 3d ago
  • Business Banking Portfolio Manager

    Bankwest 3.8company rating

    Portfolio manager job in Pierre, SD

    Scope of Job Responsible for credit underwriting, monitoring, and portfolio management of Ag and Commercial Banking relationships to ensure strong credit quality and achieve efficient internal processes to retain and expand customer relationships. Primary performance responsibilities include analyzing financial data to determine the merits of loan requests, monitoring the performance of existing client relationships, and assist in the management and organization of the loan portfolio. Primary Duties Assist with the due diligence/analysis of new client relationships and opportunities as appropriate. Manage the renewal process by working with the BDO, the customer, and the credit administration department. Assist in the preparation of loan packages and participate in the bank's loan approval process. Manage the process for approving and closing modifications/amendments/waivers to existing credit agreements. Assist BDO with in coordinating the loan closing process for new and existing loan relationships (i.e. working with both outside counsel and internal loan document preparation groups, reviewing loan documents, closing loans with customers as needed). Perform other administrative duties required for the maintenance of the loan portfolio (i.e.exception tracking, financial reporting and covenant compliance). Ensure the portfolio administration and risk management of each customer relationship is in compliance with established BankWest credit policy, procedure and business strategy as well as regulatory guidelines. Partner with the BOO as the point of contact for existing and prospective customers; acting as a liaison to the Credit Administration Department and other internal support areas. Monitor loan repayment activities and financial condition of borrowers and take necessary action to collect past due acc ounts. Secondary Duties Work as a team with departmental counterparts on planning and implementing assigned projects and products. Participate on various committees and project teams as deemed appropriate by management. Attend, actively participate in organization, job specific training offered, and Quality Service programs. Adhere to all applicable Policies and Procedures of BankWest organization. Community involvement is strongly encouraged. Other duties as assigned. Requirements Education (The minimum qualifications for internal/external applicants) A Bachelor's Degree in a related field. Experience (The minimum qualifications for internal/external applicants) 3 years' experience in related field. Experience in credit/financial analysis. Expertise in the management of large, complex credit relationships, collateral mix, and credit enhancements. An in-depth knowledge of Commercial/Ag Lending including all underwriting, analysis of financial statements, tax returns and cash flows. Special Skills Ability to work dependently and/or independently, under pressure, meet deadlines, and adjust work schedules as needed to complete job responsibilities. Excellent credit/financial analytical skills. Ability to organize and handle multiple responsibilities while delivering quality external and/or internal Customer Service. Strong interpersonal skills to ensure effective communication with external and/or internal customers. Knowledge or ability to learn regulatory requirements pertinent to performance of specified duties in job description. Knowledge of banking terminology and procedures. Ability to skillfully use a variety of application software, learn computer programs, and comprehend the program output. Adhere to Federal Privacy Standards in addition to following BankWest requirements for electronic communication and Social Engineering standards. BankWest is a "Sales Organization" and all employees are expected to participate directly or indirectly with increasing BankWest's presence in their markets as appropriate.
    $78k-129k yearly est. 53d ago
  • Tax Manager

    Eide Bailly 4.4company rating

    Portfolio manager job in Aberdeen, SD

    Work Arrangement: In-office, or Hybrid Typical Day in the Life A typical day as a Tax Manager in Aberdeen, SD might include the following: * Prepares, Reviews, and Sign individual, business, and other types of tax returns for clients in various types of entities and industries. * Working with the tax team to ensure the various components of the tax process are performed -- including tax planning, client interaction and performing special tax projects. * Looking at tax situations from various angles to ensure the maximum tax benefit is applied. * Developing solutions and communicating those solutions to the engagement team and client. * Manages client relationships by monitoring client needs and building value into professional service. * Participates in the area of business development. * May assist with client billings to ensure they reflect work performed. * Supervises and delegates duties to Associate and Senior Associate level staff. * Provides mentoring and technical training for employees in the tax department. * Attends training seminars, professional development, and networking events. Who You Are * You have Bachelor's degree in Accounting. * You have CPA license or Enrolled Agent (EA) certification. * You have 5-7 years of tax experience within public accounting. * You have extensive knowledge of tax accounting principles and IRS regulations. * You actively stay up-to-date on the ever-changing tax industry's regulations and policies. * You are a self-starter who enjoys working independently and in a team environment. * You are able to focus on complex tasks and will quickly understand the firm's comprehensive compliance processes. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #LI-LH1 #LI-HYBRID
    $77k-101k yearly est. Auto-Apply 53d ago

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