We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation.
If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment.
Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.
Turnaround & Restructuring
Our nationally recognized turnaround, restructuring and advisory team serves companies and their stakeholders across a wide spectrum of industries and sizes, with a focus on the middle market. We provide clients with a team of seasoned professionals who have notable track records of creating value through both operational turnarounds and financial restructurings.
We are actively recruiting Turnaround & Restructuring professionals to join our team. You will provide extensive financial and operational support on client engagements across a variety of industries and markets; utilize experience and on the job training to successfully deliver reports, models, work product and advice that helps guide the direction and decisions related to client turnaround and/or restructuring objectives.
This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location..
This position is not eligible for immigration sponsorship.
What You'll Do:
Perform analysis of current and historical business performance and capital structure
Develop 13-week cash flow forecasts that outline the liquidity profile and cash needs
Create dynamic financial models that exhibit the client's historical and potential future performance
Support the creation and preparation of corporate strategic plans
Provide implementation support to approved business plans and strategies
Engage with client personnel and management as necessary to achieve objectives
Develop and furnish appraisal of business options and contingency plans as needed
Effectively gather, analyze, and organize large data sets which may be incomplete
Support the development of quality client deliverables
Provide interim support on operating functions and job duties as directed
Assist in bankruptcy preparation and administration
Travel to client site as needed
You Have:
Bachelor's degree in finance and/or accounting is preferred
Graduate business degree with concentration in finance, accounting and/or operations preferred
Minimum 3+ years of relevant professional work experience
Hands-on experience building / developing / maintaining fully dynamic, integrated 3-statement financial, and 13-week cash flow models
Highly proficient in Microsoft Word, Excel, and PowerPoint
Ability to build and sustain strong and trusted relationships with colleagues and stakeholders
Demonstrated expertise and aptitude with conducting quantitative and qualitative analyses, particularly with constructing integrated financial models, analyzing financial underperformance and related services
Experience working on projects delivering independent business reviews, short term cash flow assessments, capital structure analysis, and contingency planning
Capacity to thrive in a fast-paced, challenging, and uncertain environment
Deep understanding of how to interpret and analyze financial statements
Possess strong analytical and business writing skills
Able to work well under pressure and independently yet understand when to ask for guidance
You Are:
A self-starter with a strong work ethic
A leader of others; you lead by example
A strong team player, able to work with team members across all levels
Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing).
Excited to be part of a growing team, with a focus on driving future growth
Full of entrepreneurial spirit and comfortable in a fluid, flat organization
Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies
Passionate about delivering exceptional client service
Someone who enjoys mentoring others and doing meaningful work
Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
The annual salary for this role ranges from: $97,750 to $150,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.
Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
#LI-VL1
$33k-72k yearly est. 2d ago
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Portfolio Manager III - Middle Market
City National Bank 4.9
Los Angeles, CA jobs
WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Middle Market Credit Management Team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits.
Primary responsibilities include:
Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.)
This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures.
This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely.
This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.)
WHAT WILL YOU DO?
Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth.
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk.
Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking.
Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations.
Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements.
Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities.
Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s).
WHAT DO YOU NEED TO SUCCEED?
Bachelor's Degree or equivalent in Finance, Business or related field
Minimum 4 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries
Additional Qualifications
Advanced experience in credit management and lending operations, with a strong understanding of risk management principles
Desire to build leadership and coaching skills, with the ability to train and develop talent
Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams
Advanced analytical skills, with the ability to interpret complex data and make informed decisions
Industry-specific knowledge and expertise *Middle Market Credit
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$111.4k-189.7k yearly 2d ago
Senior HRBP & Exec Partner - Hybrid Work Model
Prologis 4.9
San Francisco, CA jobs
A leading logistics firm is seeking a Senior HR Business Partner in San Francisco to drive organizational effectiveness and cultural transformation. The role requires strategic partnership, data fluency, and executive influence. Candidates should have over 5 years of HR experience. Excellent benefits and competitive salary ranging from $140,000 to $193,000 are offered, along with a flexible work environment.
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A global investment management firm is seeking an Associate Director in San Francisco or Los Angeles to oversee investment management for multifamily assets. This role involves driving investment strategy, measuring asset performance, and collaborating with partners. Candidates should possess a degree and at least 5 years of institutional real estate experience. Competitive compensation of $125,000 to $175,000 and an inclusive workplace culture are offered.
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$125k-175k yearly 2d ago
Test Req
Visa 4.5
Union City, CA jobs
Visa is a world leader in digital payments, facilitating more than 215 billion payments transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable and secure payments network, enabling individuals, businesses and economies to thrive.
When you join Visa, you join a culture of purpose and belonging - where your growth is priority, your identity is embraced, and the work you do matters. We believe that economies that include everyone everywhere, uplift everyone everywhere. Your work will have a direct impact on billions of people around the world - helping unlock financial access to enable the future of money movement.
Join Visa: A Network Working for Everyone.
Job DescriptionQualificationsAdditional Information
Visa has adopted a Covid-19 vaccination policy. As a condition of employment, all employees based in the country where this job is located are required to be fully vaccinated for Covid-19 unless, by reason of a medical or health condition, a reasonable accommodation (such as the option for regular testing, remote working etc.) is approved or as otherwise required by law.
$90k-119k yearly est. 3d ago
Senior Commercial Underwriting Counsel - Hybrid/Remote Real Estate
First American Financial Corp 4.7
Chicago, IL jobs
A leading financial services firm in Chicago is seeking a Sr. Commercial Underwriting Counsel to provide underwriting support and guidance for real estate title insurance. The ideal candidate will have a Law Degree, relevant licenses, and 8-10 years of title underwriting experience. This position offers a hybrid work environment, competitive compensation ranging from $126,100 to $165,000 annually, and a comprehensive benefits package including medical and 401k plans. Join a diverse and inclusive workplace focused on your individuality.
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A global financial services firm is seeking a Senior Transaction Lawyer to support structured finance operations in Chicago. The role involves drafting and negotiating key financial documentations and collaborating with various teams to mitigate legal risks and ensure compliance. Candidates must possess a Juris Doctor degree, at least 10 years of relevant experience, and be licensed in New York or Illinois. The salary ranges from $150,000 to $250,000 annually, reflecting both experience and location.
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$150k-250k yearly 1d ago
Remote-Ready Workday HCM Integrations Engineer
Social Finance, Inc. (SoFi 4.5
San Francisco, CA jobs
A leading financial services company in San Francisco is looking for a Senior Workday HCM Integration Engineer. The role includes providing expert support for Workday functionalities, optimizing reports, and ensuring smooth integration with third-party services. Candidates should hold a Bachelor's degree and have over 5 years of relevant experience. A full-time telecommuting option is available, and a competitive salary ranging from $213,512 to $234,863 per year is offered.
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$213.5k-234.9k yearly 1d ago
Finance Transformation Communications Lead
Visa Inc. 4.5
San Francisco, CA jobs
A global payment technology company is looking for a Sr. Manager in Finance Transformation Communications and Project Management. The role involves developing and executing a communications strategy, managing project responsibilities across finance transformation initiatives, and collaborating with various stakeholders, including change management experts. The ideal candidate will have substantial experience in communications and project management, a background in finance transformation, and strong leadership skills. This position is hybrid, allowing a blend of in-office and remote work.
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$123k-155k yearly est. 5d ago
AI-Driven Growth & Brand Strategy Leader
Escalon Services, Inc. 4.1
Chicago, IL jobs
A dynamic business services firm is seeking a Head of Marketing Innovation & AI Strategy to define and scale its brand and marketing strategy. This leadership role, which reports to the CEO, involves leveraging data and AI to drive growth, building a team, and optimizing marketing initiatives. Ideal candidates will have a strong B2B marketing background, experience in technology sectors, and a track record of successful demand generation strategies. The role offers flexibility, with a focus on remote work, and an attractive compensation package.
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$38k-47k yearly est. 3d ago
Senior Risk Analyst
Social Finance, Inc. (SoFi 4.5
San Francisco, CA jobs
Shape a brighter financial future with us.
Together with our members, we're changing the way people think about and interact with personal finance.
We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
Social Finance, LLC seeks Senior Risk Analyst in San Francisco, CA: Job Duties
Lead the design and construction of multi-digital contact channels, digital strategies, and self-service payment solutions that minimize losses and maximize member experience. Optimize the Recovery Channel to provide the best ROI across different segments of post charge-off accounts. Develop and optimize strategies that balance effectiveness and efficiency through a combination of impact analysis, testing and collaboration with stakeholders. Independently lead the entire project lifecycle for complex data analysis, strategies, and models. Utilize predictive analytics, data science methodologies and custom scoring in the development of outreach strategies through the most appropriate communication channel. Evaluate the effectiveness of current loss mitigation policies, draw conclusions, and exert influence at all levels of the organization. Work with Operations and Technology partners to identify gaps in system/operations process flows to ensure alignment of strategy/intent, execution, policies, state legalities and regulatory guidelines as it relates to contacting delinquent customers.
Full-time telecommuting is an option.
Minimum Requirements
Master's degree (or its foreign degree equivalent) in Management Information Systems, Business Analytics, or a related quantitative discipline, and three (3) years of experience in the job offered or in any occupation in related field.
Special Skill Requirements
(1) SQL; (2) Snowflake; (3) MS-Excel and Word; (4) Tableau; (5) Python; (6) JIRA; (7) Sigma; (8) SAS; (9) Credit Risk; (10) Collections and Recovery Analytics; (11) Predictive modeling; (12) Quick Base; (13) Google suite; (14) Statistical analysis; (15) Project Management; and (16) Third party collections agency management. Any suitable combination of education, training and/or experience is acceptable. Full-time telecommuting is an option.
Salary
$164,403.00 - $180,843.00 per annum.
Application Deadline
1/30/2026
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Equal Employment Opportunity
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. #J-18808-Ljbffr
$164.4k-180.8k yearly 1d ago
Hybrid ML Platform Engineer for Data Science Environments
Transunion 4.2
Chicago, IL jobs
A leading data solutions provider is seeking a Machine Learning Platform Engineer in Chicago. You will drive the setup of new data science environments and lead cross-functional teams in developing effective data science workflows. The ideal candidate will have a strong background in MLOps, advanced programming skills, and a Master's or PhD in a quantitative field. This hybrid position offers flexible benefits and a salary range of $112,500 to $187,500 annually.
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$112.5k-187.5k yearly 3d ago
Remote Tax Director - Corporate & Startups Practice
Escalon Services, Inc. 4.1
Chicago, IL jobs
A Business Process Management firm is looking for a Tax Director to oversee tax services for multiple clients, ensuring compliance with regulations. The ideal candidate will have 12+ years of experience in a complex tax environment and possess strong technical tax proficiency. Responsibilities include client interaction, mentoring tax staff, and providing technical guidance. This remote role offers various health benefits and emphasizes professional growth.
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$109k-164k yearly est. 1d ago
Business Development Representative (BDR)
Archer Review LLC 4.6
Austin, TX jobs
About the Company Archer Review is a private equity-backed education technology company supporting medical and nursing students in their professional journeys. Our mission is to equip health care learners, educators and leaders with the knowledge, resources and confidence they need to succeed - personally and professionally.
Our fully remote team of educators, clinicians, technologists, creatives and operators support and collaborate one another and share a genuine commitment to making a difference.
Archer Review has been recognized for four consecutive years by Inc. 5000 and for two years by Deloitte Technology Fast 500 as one of the fastest-growing technology companies in the United States. The company also ranks No. 5 on the 2024 Financial Times list and No. 3 on the Inc. Southwest Regionals list for high growth companies.
Our Values
Excellence: We innovate constantly, adapt with agility, embrace challenges, welcome change, move with intention, and hold ourselves accountable.
Outcomes: We deliver real outcomes that include measurable progress, skills mastery, and meaningful achievements.
Empathy: We see the world through the eyes of our learners and partners, meeting them where they are, adapting to their needs, and walking alongside them with compassion and respect.
Service: We are trusted partners who provide forward-thinking approaches and world-class service.
About the Role
The Business Development Representative (BDR) is responsible for building Archer Review's top-of-funnel pipeline by proactively identifying, engaging, and qualifying prospective institutional partners. This role focuses on outbound prospecting and lead qualification across medical schools, nursing schools, and PA programs, working closely with Sales Directors in a collaborative, team-based model.
The ideal candidate is curious, motivated, and excited to learn. This role is well-suited for someone looking to build a career in B2B SaaS sales within the education and healthcare space.
This is a fully remote position in the United States. Occasional travel (
What you'll do
Proactively research and identify prospective institutional partners within assigned territories and segments.
Execute outbound prospecting via email, phone, and LinkedIn to engage faculty and administrative decision-makers.
Create and manage effective email sequences tailored to specific buyer personas and institutional needs.
Qualify inbound and outbound leads through discovery conversations to assess fit, needs, and timing.
Schedule high-quality, qualified meetings for Sales Directors and ensure clear, thoughtful handoff.
Maintain accurate and timely records of all activity, notes, and outcomes in HubSpot.
Partner closely with Sales Directors on account targeting, messaging, and pipeline development.
Participate in team meetings, training sessions, and ongoing learning to continuously improve effectiveness.
About you
1-3 years of experience in sales, business development, customer engagement, or a related role (EdTech or SaaS experience a plus).
Strong written and verbal communication skills with comfort engaging new prospects.
A strong interest in mission-driven work at the intersection of healthcare and higher education.
Experience using CRM tools (HubSpot a plus!).
Highly organized, detail-oriented, and able to manage multiple priorities.
Our Benefits
Comprehensive medical, dental and vision insurance for employees and their families
Flexible & encouraged PTO
Company HSA contribution of $90/month for eligible plans
Company-paid life insurance and disability coverage
401(k) with company match (100% match on first 3%, 50% match on the next 2%)
Archer Review is an equal opportunity employer. We welcome applications from candidates of all backgrounds and experiences.
Please note that as part of our standard hiring process, the company conducts background checks with the candidate's consent, consistent with applicable local, state, and federal laws. For roles based in or performed in Austin, Texas, background checks are initiated only after a conditional offer has been made, in accordance with the City of Austin Fair Chance Hiring Ordinance.
The pay range for this role is:
55,000 - 75,000 USD per year (Remote (United States))
$30k-70k yearly est. 2d ago
Associate General Counsel - Securities
Mechanics Bank 4.2
Walnut Creek, CA jobs
Associate General Counsel - Securities page is loaded## Associate General Counsel - Securitieslocations: Walnut Creek, Californiatime type: Full timeposted on: Posted Todayjob requisition id: R5163Mechanics Bank currently searching for a **Associate General Counsel** to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Walnut Creek location.The Associate General Counsel - Securities supports the General Counsel and Corporate Secretary in the day-to-day operations and functions of the General Counsel's office, working closely with the Bank's Board of Directors, senior management and Bank functions and businesses. Responsibilities will include supporting the General Counsel in compliance with securities laws, including reporting and disclosure requirements; assisting with the preparation of Forms 10-K and 10-Q and the proxy statement; and preparing Form 8-K, Section 16 filings and other SEC filings.**What you will do:*** Advising management on compliance with securities laws and regulations. Including reporting and disclosure requirements and other SEC rules; assisting with the preparation of SEC registration statements Forms 8-K, 10-K and 10-Q and the annual meeting proxy statement, and preparing Form 8-K, Section 16 filings and other SEC filings.* Stock exchange regulations, public company listing standards, including NYSE and NASDAQ governance and filing requirements.* Assisting with quarterly earnings press release materials and meetings, as well as other investor events.* Providing securities law advice and compliance guidance for earnings releases, investor materials, management presentations and other communications.* Assisting with shareholder services matters.* Assisting with the Bank's Insider Trading Policy and Section 16 report filings.* Advising management in securities-related lawsuits, including shareholder disputes, insider trading cases, and other financial litigation.* Reviewing, drafting, and preparing legal documents, including SEC filings, proxy statements, and annual shareholder meeting materials.* Coordinate training on corporate policies, including securities trading and Regulation FD. • Coordinating training on, and the compliance processes for, various corporate policies, including securities trading and Regulation FD.* Providing legal support to the Board of Directors and Board Committees, which includes advising on substantive legal matters; developing meeting agendas; and preparing materials for Board/Committee meetings.* Providing legal advice and counseling with respect to equity-based compensation plans, executive compensation matters and Section 16 reporting.* Advising on other legal matters that arise across various functions within the Bank. • Assisting the corporate secretary function, including subsidiary management, and various other corporate secretarial matters.**Who you are:*** Bachelors Degree from a 4 year institute and Graduate Degree JD required.* Current Bar admission in at least one state.* California licensure preferred.* 7 years professional experience as a practicing attorney, SEC filings and securities law compliance required.* 2 years leadership experience required.* Approximately 0-10% travel required.* Experience in supporting and/or working with boards of directors and senior management.* Experience serving in an in-house corporate secretary office of a public company is preferred.* Extensive experience with SEC filings and securities law compliance.* Proven ability to manage and lead legal aspects of Corporate Finance matters.* Knowledge of public company listing standards.* Familiarity with overseeing Insider Trading Policy and Section 16 compliance matters.* Strong experience advising on reporting and disclosure requirements under SEC, NASDAQ and NYSE rules, and working cross functionally to draft and review all periodic SEC reports and other SEC-related forms and filings* Strong understanding of corporate governance matters.* Excellent work ethic and high degree of professionalism, and a proven ability to work both independently and within a team.* Outstanding verbal and written communication skills.* Superior organization, decision making and problem-solving skills.* Ability to multi-task and work in a fast paced, changing environment and to balance multiple, concurrent projects.**#LI-HJ1**Salary Range: $ 180,000 - $ 270,000 annually Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes[1]:* Medical, prescription, dental, and vision coverage for employees and their eligible family members* Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits* Health Savings Account with employer contribution* Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit* 401(k) and Roth 401(k) with company contribution* 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program* Supplemental Health plans, Voluntary Legal and Identity Theft Services* 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year* Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.* **Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.*** Please view Equal Employment Opportunity Posters provided by OFCCP .* To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit[1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.**About Mechanics Bank**Backed by , we are a resilient and resourceful California bank whose core banking and lending principles reflect that of a community bank. For over a century, it has been our foremost commitment to exceed our clients' expectations every day. With a footprint spanning the state of California, we serve individuals, small and middle-market businesses, and large corporations with a full range of banking, wealth management and other financial products and services.bring diverse backgrounds and experience, and work together to deliver for our clients by embracing a culture that values accountability, teamwork and celebrating success. Our collaborative culture fuels the Bank's ongoing achievements, allowing us to grow and make a genuine difference in the communities we serve. We also strive to ensure that all employees feel respected and valued based on who they are. When we harness the power of our differences, we achieve more together.Mechanics Bank is a Member FDIC and Equal Housing Lender.
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$78k-131k yearly est. 5d ago
Senior Tax Advisor: Blockchain & Crypto (Remote)
Aprio, LLP 4.3
San Francisco, CA jobs
A nationally ranked CPA and advisory firm is seeking a Senior Tax Associate to join its Tax team. The role involves leading tax compliance for blockchain technologies, providing expert guidance on digital assets, and collaborating across teams. Candidates should have a bachelor's degree in accounting, significant experience in tax or accounting, and knowledge of blockchain. Offering competitive compensation between $70,000 and $124,000 annually and abundant growth opportunities in a dynamic work environment.
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$70k-124k yearly 3d ago
Collector
Consumers Credit Union 3.5
Lake Forest, IL jobs
At Consumers Credit Union, we're not just "The People in Your Corner," we're a certified Great Place to Work! We're currently looking for a Collector to join the team.
We're looking for a Collector to support members who are experiencing all stages of delinquency or default. In this role, you'll combine empathy, education, and professionalism to guide members toward smart payment solutions and financial success.
You'll also help safeguard credit union assets by assessing accounts and determining appropriate next steps, such as initiating repossession, while also supporting members through the redemption process when applicable.
Schedule/Location:
Ability to work between the hours of Monday - Friday 8:00 am - 6:00 pm; Saturdays up to twice per month from 9:00 am-1:00 pm.
This is a hybrid position with work from home days along with onsite days based at our Lake Forest corporate office.
Local Northern IL/Southeastern WI candidates only!
What you'll do as a Collector:
Assisting members with their financial hardships through inbound and outbound calls or emails.
Analyzing the financial situation of delinquent borrowers, educating them on their payment assistance options, offering payment arrangements, or assigning accounts for further action when appropriate.
Maintaining accurate, and up to date documentation on all collections activity.
Sharing insights, trends, and collaborate with team members and management on daily processes to drive efficiency and support continuous improvement.
Collaborating with other departments and assist with other tasks as CCU or member needs evolve.
What we are looking for:
High school diploma or equivalent
1+ years' experience in Banking, Collections or Related
Verbal and written professional communication skills; Bilingual in Spanish preferred
Computer proficiency and high comfort level working in/toggling between multiple programs simultaneously
Ability and desire to educate members on credit union tools and resources
Positive, helpful, team-oriented focus and adaptable to change
Compensation:
The salary range for this role is $20.16 to $30.24 per hour. This role is eligible for an annual bonus opportunity. A specific salary offer considers factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the salary range and compensation decisions are dependent on the facts and circumstances of each case.
Consumers Credit Union provides eligible employees an opportunity to participate in our medical (High Deductible, HMO and PPO), dental, vision, spending accounts, short-term disability, long-term disability, life insurance and other plans effective date of hire. You will be eligible to participate in the 401(k) savings plan at any time. You will be automatically enrolled in the pension plan following six months of employment and 1,000 hours of service and reaching age 20.
For more information about benefit offerings, please visit our careers page: about/what-we-do/careers
About CCU:
Founded in 1930 and headquartered in Lake Forest, IL, Consumers Credit Union (CCU) has $4.3 billion in assets and serves more than 272,000 members, making it one of the largest credit unions in the state. CCU believes that nobody needs banks on every corner, but everyone needs people who are in their corner. To learn more, visit myconsumers.org
Equal Opportunity Employer:
CCU complies with the requirements and spirit of the law in the implementation of all facets of equal opportunity in employment. There will be no discrimination on the basis of race, ancestry, color, religion, sex, sexual orientation, gender identity, marital status, pregnancy, age, national origin, citizenship, disability, genetic information, military status (including unfavorable discharge from the military), criminal or arrest history (unless job related), crime victim status, or any other protected characteristic in the recruitment, selection, training, utilization, promotion, termination, or any other employment actions or term and condition of employment. CCU complies with applicable state and local laws governing non-discrimination in employment in every location in which CCU has facilities.
We are committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If reasonable accommodation is needed to participate in the job application or interview process, please contact our Human Resources team at: or .
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$20.2-30.2 hourly 3d ago
Senior Alt Investments & RIA Channel Lead - Remote
T. Rowe Price 4.5
San Francisco, CA jobs
A global asset management organization is seeking a field sales specialist to drive the sales of Alternative Investment strategies directed at Financial Advisors and RIAs. With a minimum of 5 years experience in Alternatives and exceptional communication skills, you will be accountable for developing relationships and managing a sales pipeline. Candidates should have a college degree and a deep understanding of investment vehicles and the U.S. investment distribution landscape.
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$118k-153k yearly est. 1d ago
Hybrid Global Tax Principal - Private Markets & Funds
GCM Grosvenor 4.3
Chicago, IL jobs
A global alternative asset management firm is seeking a Tax Principal to manage tax compliance for investment partnerships. The role requires at least 8 years of tax experience and proficiency in Microsoft Excel. Candidates should have strong organizational skills, expertise in federal and international tax, and excellent communication abilities. The position includes a competitive salary range of $150,000 - $185,000 USD and offers a hybrid work environment.
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A leading financial services company is seeking a Staff ServiceNow Engineer to develop and enhance its ServiceNow platform. The role involves leading the full lifecycle of solutions, collaborating across teams, and optimizing user experiences. Candidates should have 7+ years of ServiceNow experience and a Bachelor's degree in a related field. Join a dynamic team making a significant impact in personal finance.
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