investment banking roseville

... merger and acquisition accounting due diligence support for Corporate Finance, review transaction documents, evaluate purchase accounting matters, paper accounting positions, validate assumptions and accuracy of external valuation reports used to support accounting conclusions, and determine proper consolidation or equity investment accounting treatment. Create, update and maintain accounting policies for the Charter accounting policy manual. Perform peer company comparisons on accounting policies. Accumulate and organize the Companys existing accounting policies for executive review and approval. Assist with communication and training of new ...

... counsels, or redirects questions from parents and/or students; visits with current students or families regarding specific and/or general inquires QualificationsMust have a bachelors degree; preferably in Business Administration or related field Preference will be given to candidates with experience in financial aid, banking, finance, accounting or other related fiscal experience Must be computer literate regarding Microsoft Word, Excel, Internet, with the ability to learn internal software packages, File Transfer Programs, and loan processing software Must have outstanding organizational skills, be detailed and accurate in processing financial ...

... Your dependent children are also eligible for tuition assistance at other institutions. Retirement: Penn offers generous retirement plans to help you save for your future. Penns Basic, Matching, and Supplemental retirement plans allow you to save for retirement on a pre-tax or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard. Time Away from Work: Penn provides you with a substantial amount of time away from work during the course of the year. This allows you to relax, take vacations, attend to personal affairs, recover from illness or injury, spend time with familywhatever your personal needs may be. ...

... (Majority of duties, but not meant to be all inclusive or prevent other duties from being assigned as necessary) 1. Sell and deliver Credit Union loan, deposit, investment, business, electronic and convenience products and services. This includes gathering information to complete loan applications, evaluating credit reports, ... and resolution skills. * Self motivated with demonstrated sales skills. * Phone sales solicitation skills. * Knowledge of Credit Union products, services and banking regulations. * Ability to engage members in conversations to increase product penetration. * Valid Drivers License required Required Competencies * Problem ...

... of the member when making decisions. a. Applies a 'member-centric' approach by using the Member Action Plan in order to uncover opportunities to improve our members financial lives by saving them money, making them money, or making their banking easier and more convenient. b. Utilizes and recommends available resource departments to members that best fit their needs, such as Business, Investment, or Mortgage Services. c. Effectively assists members and staff in solving accounts related issues by listening, collecting data, securing answers, and reporting results. 3. Role Mastery of Essential Duties: Able to perform essential duties as ...

... on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and ... appropriately and efficiently. Develops and implements investment and insurance strategies for clients. Determines the best ... and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In ... with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with ... products and services. Selling. Applies knowledge of banking products and services to meet customer needs and enable them to ...

... from property staff or company departments Process wire transfers, account transfers, deposits, and other banking transactions as needed Assists in the annual IRS 1099 process by researching and making the determination as ... including the preparation of preliminary budgets and entering final budgets into OneSite Assist with investment transactions with respect to accounting, general taxation, REIT compliance, and reporting Prepare ... annual reports Researches and corrects reconciling items from various bank accounts and coordinates with banking personnel in correcting errors. Reconciles and performs extensive research for various bank transactions. ...

... Regular Presentation to Senior Executives on budget, forecast and other business critical initiatives Complete ad hoc analysis projects with tight deadlines Synthesize conclusions and develop recommendations based on data captured Who We Are Looking For: You. 3-5 years of financial analysis experience; Consulting, Investment Banking, FP&A, or Audit experience preferred Bachelors degree in Finance or similar subject area, MBA a plus Proven aptitude with Microsoft Office applications, including advanced Excel skills Willingness to manage multiple projects within a deadline driven environment Excellent analytical and quantitative skills, ...

... to minimize commercial impact to the business Development and performance management of the Agent Services team(s) What We re Looking For: Business Competencies - Education and experience BA or BS or equivalent experience Finance specialism preferred 5 years+ of relative business experience Commercial awareness Banking or investment industry experience Ability to input and support commercial strategy Customer relations experience Market Intelligence product suite knowledge preferable (WSO, iLevel, Thinkfolio, EDM) Management requirements: Managerial experience Proven track record of supporting team growth and development Personal Competencies: ...

... Indicators (KPI s) Ensuring a high level of accuracy to minimize operational risk within the lending portfolio What We re Looking For: Business Competencies: Education and experience BA or BS or equivalent experience Finance specialism preferred 2 years+ of relative business experience Commercial awareness Banking or investment industry experience Customer relations experience Market Intelligence product suite knowledge preferable (WSO, iLevel, Thinkfolio, EDM) Personal Competencies: Personal impact Strong work ethic organized, detail oriented, analytical, task driven Good problem-solving initiative Ability and willingness to learn complex ...

Position: Vice President, Investment Banking Location: Dallas, TX Duration: full time Requirements Minimum 3-5 years of relevant experience is preferred in a professional services or consulting firm environment. Experience in the troubled company arena is desired but not required. An undergraduate degree in Accounting, Finance, Information Systems & Decision Sciences (ISDS), or Management Information Systems (MIS) from a top academic institution and a strong GPA required. Strong financial analysis and modeling skills. Solid understanding of financial statements and/or financial data management. Experience working on complex work streams and ...

Overview: BPAS is a national provider of retirement plans, benefit plans, fund administration, and collective investment trusts. We support 4,200 retirement plans, $110 billion in trust assets, $1.3 trillion in fund administration, and more than 510,000 participants. With our breadth of services, depth of creative talent, and ... be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! Physical Requirements: The physical demands described here are representative of those that must be met by an employee to ...

This is your opportunity to join a multinational investment bank and financial services holding company whose investment banking and auxiliary sectors serve 56 million US consumers and small business relationships with a global footprint! Job Title: Administrative Assistant (Level II) Location: Onsite, 1 Financial PLZ, Providence, RI (Onsite ) Contract Start Date: 3/25/2024 Timings: M-F 8:30AM 5:00 PM Contract Length: 2 months starting with an opportunity for extension or conversion (based on performance, attendance and business need) Pay Rate: $18.31/hr Weekly Pay + *Benefits options available including medical, dental, and vision The position with ...

... or consumer products (including accessories). 6+ years of experience in business strategy, finance, analytics or sales planning experience with Excel and PowerPoint. Advanced knowledge of Excel. Strong communication and problem solving skills Preferred Qualifications Experience in shifting priorities, while maintaining organization and control. Experience in Ecommerce demand planning/sales forecasting Experience in SQL/Tableau/Power BI/visualization tools. Experience in strategic planning in tech company, investment banking or strategy consulting with a focus on technology. Experience with forecasting tools (e.g. Anaplan, Algo, e2open, etc.).

... funds to cover operational costs and capital investments. Responsibilities: Ensure accurate and timely treasury and liquidity planning:Manage the receipt, banking, and protection of company funds. Support the finance and accounting team in assessing and managing financial risk including company loans, investments, and ... Minimum 2 years of experience in the Treasury department. Advanced competency in an ERP, preferably Oracle, and Excel. Knowledge of financing techniques and investment management. Able to work across cultures in different working environments. Service-minded, self-driven and motivated. Excellent time management and ...

... and efficiency of the testing release process. Experience in automation testing tool - Test Complete/ Selenium/ QTP/ Cucumber/Manual Testing with the aptitude to Learn Python and Selenium Knowledge of Python or Java / Unix Scripting. Experience in API , Database Testing Performance Testing Exposure to Derivatives/Investment Banking Domain Experience in all phases of the Software Development Life Cycle/ Software Testing Life Cycle (SDLC/STLC) and their interrelationships. Experience in Release management documentation Experience in Manual and/or Automation testing Experience in development in any object oriented programming languages Experience in ...

... products. Strong verbal and written communication skills Advanced degree in Taxation (MS or JD/LLM) Banking or financial services taxation experience required. CPA Preferred Minimum of 15 years of professional ... and experience working with Deferred compensation plans, BOLI, Low Income Housing and other Tax Credit Investment structures. Effectively communicate with taxing authorities to manage the audit process, where ... Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth ...

... placement dependent on attendance, performance and business demand. Banking Brokerage- Wealth Management Client Services Banking and Brokerage Department assists with inbound inquiries from clients regarding their Banking Products and Brokerage Investment accounts. Our primary function is to provide client facing support for ... Wealth Management clients or branch office partners regarding their banking or brokerage accounts including credit and debit cards and small business accounts. Client Service Representatives may handle inbound calls from clients, branch offices, banking centers, and/or various internal associates. CSR's must handle all ...