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Manage a wide range of client relationships. Develop deep knowledge of SVB products and services and demonstrate ability to provide creative solutions to meet client needs. Interact with clients, referrals, and prospects independently. Lead client meetings with cross functional SVB team members and colleagues to position appropriate solutions based on stage and business n
Posted 10 days ago
Cooley LLP
- San Francisco, CA / New York, NY / Los Angeles, CA / 9 more...
Financial Services Operations Manager Cooley is seeking a Financial Services Operations Manager to join the Accounting and Finance team. Position summary The Financial Services Operations Manager is responsible for management of the Firm's treasury team (within Accounting and Finance department). Direct treasury management functions include daily cash balance analysis and
Posted 3 days ago
Results oriented mindset focused on meeting all client timelines Desire to build a team focused on audits of private equity and venture capital portfolio companies. Readiness to travel with audit teams as needed based on geographic locations of portfolio companies Develop and maintain strong client/investment company owner relationships Ability to collaborate with other s
Posted 4 days ago
Lead the execution of multiple engagements e nsuring to provide stakeholders with clear, accurate and well presented work product Direct and assist in the performance of high quality financial analyses, compliance and regulatory assessments, investigations and work product creation Integrate with other StoneTurn practice areas to deliver coordinated services on litigation
Posted 10 days ago
The Director of Debt Management and Compliance reports directly to the Chief Financial Officer and will be responsible for debt management and compliance needs of the UMass Building Authority. Essential Functions Assist UMBA's CFO/Treasurer with the following Manage bond issuance and financial compliance reports/deliverables, including monitoring and managing University P
Posted 14 days ago
Status Category Full Time Exempt/Non Exempt Exempt Scheduled Hours Per Week 40 Job Code FS213AU With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE CBZ) delivers top level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national caliber expertise combined with highly personali
Posted 4 days ago
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. Our history of organic and strategic growth reflects this commitment with over CA$374/US$283 bill
Posted 7 days ago
I.Job Purpose and Core Tasks KARL STORZ is seeking a candidate passionate about joining a customer focused culture. If you are interested in contributing within a dynamic and exciting organization, we invite you to join our team where you will directly contribute to supporting a world class customer service organization that has been JD Power certified 9 years in a row. T
Posted 10 days ago
Diversity Innovation Caring Global Collaboration Winning Spirit High Performance At Boston Scientific, we'll give you the opportunity to harness all that's within you by working in teams of diverse and high performing employees, tackling some of the most important health industry challenges. With access to the latest tools, information and training, we'll help you in adva
Posted 2 days ago
At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application! What You Can Expect At BBH If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direc
Posted 4 days ago
Marcum
- Boston, MA
Work closely with leaders to manage cases from start to finish. Work with team members to ensure accurate and timely financial models, analysis, and research. Attends mediations and meets with clients, attorneys and opposing experts. Prepares reports that ensure analysis adequately supports conclusions reached. Provides guidance and mentoring to staff to help facilitate s
Posted 10 days ago
Status Category Full Time Exempt/Non Exempt Exempt Scheduled Hours Per Week 40 Job Code FS213TC With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE CBZ) delivers top level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national caliber expertise combined with highly personali
Posted 9 days ago
Work closely with Partners on assigned client engagements from start to finish. Work with team members to ensure accurate and timely financial reporting, analysis, and research. Oversee and coordinate all phases of audit engagements, review work papers for accuracy and completeness, and review financial statements for suitability of presentation and adequacy of disclosure
Posted 11 days ago
Assign work or tasks to team members daily Manage variable workload to ensure all work is completed timely Forecast conditions and implement plan for workload and projects to meet goals Coaching and training to develop supervisors Hold weekly I ls with every member of team First level of contact for personnel issues Perform general tasks, such as weekly reports and admini
Posted 9 days ago
Middlesex Savings Bank
- Natick, MA
Customer Experience Develops an understanding of customers' needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate. The Banker I is proficient in all teller transactions, opening of personal accoun
Posted Today
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