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Us finance opening

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Please find following openings for different positions(with detail job description) and locations in US in the field of Finance/Accounting/Auditing/ Mortgage/Financial Services/Commercial …

Please find following openings for different positions(with detail job description) and locations in US in the field of Finance/Accounting/Auditing/ Mortgage/Financial Services/Commercial Banking/Investment Banking/Investment Management/ - No Visa Transfer cases considered. Only person authorized to work in US are considered. Mail your updated resume to innovativehrsolution@gmail.com or call on 0091 9825 830 563 at your earliset.

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  • 1. Please find following openings for different positions(with detail job description) and locations in US inthe field of Finance/Accounting/Auditing/ Mortgage/Financial Services/Commercial Banking/InvestmentBanking/Investment Management/ - No Visa Transfer cases considered. Only person authorized to workin US are considered. Mail your updated resume to innovativehrsolution@gmail.com or call on 00919825 830 563 at your earliset.1 Audit Senior - Phoenix2 Top Producing Mortgage Loan Officer - PA3 Financial Consultant - Boston4 Lead Solutions Architect5 Bus Ops Audit Senior (Capital Markets Audit)6 Tax Senior - Dallas7 Risk and Control Manager8 Top Producing Mortgage Loan Officer - L.I. NY9 Audit Manager (Bus Ops Audit Manager)10 IT Technology Partner11 Senior Manager - Audit12 Sr. Finance Auditor13 Internal Auditor III- Modeling14 Mortgage Underwriter15 Business Banking Relationship Manager I/II16 Senior Model Validation Analyst17 SBA Business Development Officer II18 Risk Management Modeler19 Commercial Credit Underwriter IV20 Business Banking Relationship Manager III21 Principal IS Auditor22 Senior Internal Auditor23 Strategy and Business Development Manager24 Operational Risk Manager25 Senior Accounting Consultant26 Audit Sr. Manager27 Sr. Tax Analyst28 Internal Controls Processes III29 Business Development Officer II30 Audit Senior - Miami31 Financial Consultants Needed - Boston32 BUSINESS DEVELOPMENT OFFICER-SBA -2327333 Business Banking Relationship Manager III34 SBA Business Development Officer II35 PARTNER- REAL ESTATE36 Market Leader- Wealth Management Group37 Audit Manager
  • 2. 38 Financial Consultants - Top Producer- Chicago39 Top Producing Mortgage Loan Officer-Westchester40 Portfolio Manager/Senior QuantitativeResearcher41 Financial Analyst IV42 Director, Financial Planning & Analysis43 Financial Analyst III44 Manager MSP (Medicare Secondary Payer)45 Top Producing Mortgage Loan Officer - NJSouthern46 Compliance Officer - Privacy NDIP47 AML Ops Sr. Manager – Due Diligence48 Top Producing Mortgage Loan Officer -Pittsburgh49 Financial Consultant - Detroit50 Business Banking Relationship Manager I/II51 Audit Risk Modeling Director52 Trust Relationship Manager53 Senior Relationship Manager - CorporateBanking -54 Internal Controls Tech III-3502055 Budget & Forecast Reporting Manager56 Transaction Advisory Services Manager57 Data Modeler58 Accountant II or III DOE59 Risk Forecasting Manager60 Business Banking Relationship Manager III61 Governance Specialist II62 Model Validation Mgr.63 Commercial Banking Relationship Manager64 HR Finance Manager65 Commercial Banking Relationship Manager66 Operational Risk Manager - Fraud Strategy67 Financial Consultant - Philadelphia68 Community Relationship Manager Team Mgr69 Market Leader- Wealth Management Group70 Commercial Banking Relationship Manager71 Profitability Analyst72 Financial Consultants73 Data Analytics Analyst II74 Tax Senior Associate75 SBA Business Development Officer II76 Sr. .Net Developer
  • 3. 77 Audit Senior - Data Analytics78 Tax Senior Houston79 SBA Business Development Officer II(3285) Audit Senior - PhoenixAccounting / AuditingFinance / Accounting - Internal AuditFull-timeUnited States - Arizona - PhoenizThe CompensationBenefits - FullRelocation Assistance Available - YesCommission Compensation - NoBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionThe Audit Senior will be responsible for coordinating the day-to-day in-charge duties of planning, fieldwork andwrap-up to include the preparing of financial statements with disclosures, applying most areas of GAAP as necessaryand documenting, validating, testing and assessing various control systems. This position is also responsible for acting
  • 4. as the client contact for basic questions and information and may be involved in reviews and agreed-upon procedureengagements.External Job Description - Essential Duties/FunctionsControl EnvironmentApplies knowledge and understanding of the collective effect of various factors on establishing or enhancingeffectiveness, or mitigating the risks, of specific policies and procedures.- As Auditor in charge is responsible to the engagement manager for the day-to-day conduct of the audit work and inparticular for ensuring that the field work is executed and completed as planned, in accordance with timetable, withFirms policies and procedures and to budget- Applies knowledge of transactional flow and key transactional cycles to complete audit work- Documents, validates and assesses effectiveness of internal control system- Determines and communicates improvements to client internal controls and accounting procedures- Supervise the work of audit staff and review workpapers and conclusions and explaining any shortcomings to themGAAP
  • 5. Applies knowledge and understanding of governing principles; applying these principles to client transactions; anddocumenting and communicating an understanding and application of these principles.- Understand and effectively communicate financial statement disclosure requirements to clients- Identifies and applies new pronouncements to client situations- Identifies, analyzes and discusses alternative generally accepted accounting principles for the client, whennecessary, with the Manager, Senior Manager and engagement partner- Identifies complex accounting issues and brings them to the attention of superiors for resolutionSEC and PCAOBApplies knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicatesthe application of these principles.- Reads and reviews clients SEC filings, ensuring accuracy and completeness, and also ensuring all financialinformation is supported in the workpapers and appropriately tested- Prepares required communications to the Client and the Audit Committee- Plans and executes Section 404 internal control audit including obtaining an understanding of the controlenvironment, designing test plans, evaluating deficiencies and assessing the overall financial reporting controlenvironment.
  • 6. GAASApplies knowledge and understanding of professional standards; application of the principles contained inprofessional standards; and the ability to document and communicate an understanding and application ofprofessional standards on an engagement.- Formulates and communicates the audit plan- Applies GAAS to a variety of complex issues and consults others as appropriate- Applies of audit skepticism and determines when to reduce or expand testing- Uses BDO audit manuals as appropriate for the situation- Documents deviations from BDO policy with approval- Look for opportunities to suggest improvement to companys internal controls and prepare draft communicationrequired by professional standards.Methodology
  • 7. Applies knowledge and application of BDO standards that guide effective and efficient delivery of quality services andproducts.- Applies BDO audit approach and methodologies, including tools and technology, to execute the audit with quality,efficiency, and completeness despite pressures of deadlines- Identifies and proposes outcomes to critical issuesResearchApplies methodology used to seek or maintain information from authoritative sources and to draw conclusionsregarding a target issue based on that information.- Applies knowledge of the use of internal and external research tools and selects methodology for routine researchrequests- Researches more complex areas of accounting and forms an initial opinion on the correct treatment independentlyand considers and documents the impact on the client and audit engagement- Documents and organizes complicated findings in a usable format, based on information obtained from AccountingResearch Manager, BDO Assurance Manual, Yahoo Finance, etc.- Assist the engagement manager with gathering sufficient appropriate information about the business andinformation system, including the accounting system, to form an adequate basis for the preparation of the auditstrategyProject Management
  • 8. Coordinate timing of planning, fieldwork, and review with audit team and client and assist engagement executives indeveloping the audit engagement budget and identify appropriate resources.- Develop the draft Audit Engagement Planning Memorandum, audit programs and budgets- Establish with the engagement manager the responsibilities of individual audit staff for specific areas of audit work- Monitor and report engagement budget to actual and advise engagement executives of possible overrunsSupervisory Responsibilities- Supervise a team of audit professionals ranging in size from 1 to 5- Provide verbal and written performance feedback to associates- Teach/coach associates to provide on the job learningOther duties as required
  • 9. External Job Description - QualificationsEducation:- Bachelors or Masters degree in Accounting or equivalentExperience:- Three (3) to five (5) years prior work experience- Prior supervisory experienceLicense/Certifications:- CPA preferred or actively studying for the CPA examSoftware:- Microsoft Office Products, including Windows, Word, Excel, and Powerpoint
  • 10. - Experience in the use of various assurance applications and research tools as is appropriate for this levelOther Knowledge, Skills & Abilities:- Possess proven solid verbal and written communication skills- Possess people development and delegation skills- Possess executive presence - needs to be able to be primary contact for the client- Able to in-charge all stages of the audit, including planning, fieldwork and wrap-up- Able to perform the completion of an audit of a complex company- Able to prepare and/or review financial statements with disclosures in accordance with GAAP requirements.More About the PositionVisa Candidates Considered - NoThe Candidate
  • 11. 2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - NeverTop Producing Mortgage Loan Officer - PAFinancial Services - MortgageRoot of Jobs - Finance / AccountingFull-timeUnited States - Pennsylvania - PhiladelphiaThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - YesBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionResponsibilities:
  • 12. We are a top Lender in the Mortgage sector and is focused on growing our market share in the states we currentlyoperate. We are currently hiring talented Mortgage Loan Officers who proactively identify, develop and maintain aquality network of business relationships that serves as a source of referrals for new mortgage lending opportunities.External relationships are the cornerstone of generating new business and may consist of realtors, builders,professional and personal contacts. Our Loan Officers are encouraged to participate in business related developmentopportunities, community efforts to promote home ownership and professional organizations. You will beresponsible for interviewing new and existing customers to determine their loan needs and advising those customersof appropriate products, terms, and pricing, while gather any additional required information. It will be necessary togenerate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meetingsales goals and objectives.Qualifications:BA/BS degree or equivalent experience in residential mortgage sales preferredThree plus years of retail residential mortgage sales experienceDocumented residential mortgage loan volume in the past 12 months of $15 million (minimum)Established relationships with local referral networksAbility to communicate clearly and effectively, both verbally and in writing, across a variety of audiencesStrong computer skills and experience utilizing laptop technologySuccessful candidate must meet and comply with all requirements for Mortgage Loan Originators set forth in the SAFEAct, including, but not limited to successful completion of the required background checks and obtaining a UniqueIdentifier from the NMLRSMore About the PositionVisa Candidates Considered - NoThe Candidate5+ to 7 years of experienceManagement Experience Required - NoMinimum Education - Bachelors Degree
  • 13. Willingness to Travel - OccasionallyTarget Addl Comp - $10,000 - $400,000Financial Consultant - BostonFinancial Services - Investment ManagementFinance / Accounting - Financial Products Sales / BrokerageFull-timeUnited States - Massachusetts - BostonThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - YesBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionWe will be hiring Financial Consultants immediately.Sell a broad array of Investment & Insurance products to bank customers. Meet with customers to determineinvestments needs, recommend investment strategies and present investment choices. Call on potential clients tonew business by promoting CCOISC products and services. Develop and maintain solid working relationships withbranch personnel in assigned territory.
  • 14. Qualifications:Series 7 and 63, Life Accident & Health required.Series 24 & 65 a plus.Must have a Bachelors degree or equivalent work experience.3-5 years experience selling investment products, and excellent oral and written communication skills.A team orientation with a strong work ethic and entrepreneurial spirit are desired.Other Information:Hours per Week: 40Work Schedule: Monday-Friday 8:00AM-5:00PMEqual Employment Opportunity:More About the PositionVisa Candidates Considered - NoThe Candidate1+ to 2 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - Occasionally
  • 15. Candidate Screening QuestionsDo you have a series 7 & 63?Is the trailing 12 over 150?Lead Solutions Architect (40367)Financial Services - Commercial BankingInformation Technology - System DevelopmentFull-timeUnited States - California - Oakland/East Bay - San RamonThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidateCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionThe Company is an institution whose history spans over 130 years, and whose geographical reach extends over 19states, as well as over 84 countries through our affiliation with BNP Paribas, one of the worlds six strongest banksaccording to Standard & Poors. From our earliest days as a community bank, our focus on relationships, exceptionalcustomer service and being a good corporate neighbor has never wavered. Today, as one of the leading regionalfinancial services companies in the nation, our team members are dedicated to being our customers trusted financial
  • 16. partners - whether theyre opening a first account, purchasing a home, running a small business, or leading a largecorporation. When you join The Company, you will be a part of an organization that has learned how to grow andadapt in an ever-changing environment. And most of all, you will become part of a company that recognizes that oursuccess is rooted in our relationship banking model and in the satisfaction of our customers. Thats why The Companywas ranked the highest in customer satisfaction among retail banks in the West.SummaryThe Lead Solutions Architect is responsible for evaluating, architecting and implementing the technology platformsthat support business needs. The ideal candidate will be responsible for working with the various teams in TheCompany (BOW) to provide design and technical expertise, drive best practices and ensure the creation of a robustand flexible architecture to meet BOW business objectives. For selected technologies, the Lead Solution Architect willbe responsible for building and maintaining a strong vendor relationship and ensuring that BOW and the vendoroperate in concert to maximize the returns from purchased software and services. The ideal candidate will beresponsible to evaluate current legacy products in BOW and recommend a technology roadmap to ensure that theproducts continue to meet business objectives.Responsibilities- Create an architecture strategy for BOW that furthers an integrated customer experience and promotes thedevelopment of common services and capabilities across the BOW enterprise- Define and implement consistent architecture and technology governance practices for BOW throughout theplanning and delivery cycles. Provide both technology and architecture oversight and governance as part of thisprocess- Lead architecture efforts that promote and implement greater architectural consistency and technology sharingacross BOW- Understand and promote the role of architectural best practices; communicate effectively with all key constituentsand actively promote the needs and benefits of governance, architecture and standards
  • 17. - Be a key contributor to the overall technology strategy and ensuring the realization of goals such as reuse,infrastructure simplification, cost management and flexibility- Build strong cross-organizational relationships and effectively influence staff across the IT organization and broaderenterprise- Develop the architecture community within BOW and mentor architects in the development of their skills- Define conceptual approaches and solutions architecture for BOW applications and integration among applicationsand services- Create conceptual and software architecture documents using industry best practices for documenting architecture.Consider both business and technical audiences- Collaborate with development groups and software vendors to identify and define solutions for complex, globalbusiness requirements- Collaborate with internal partners to define application standards, conventions and best practices includingcompliance with security requirements- Provide cross-application subject matter expertise for BOW solutions- Participate in application capacity planning and facilitate application proof of concepts- Oversee the evaluation and selection of 3rd party software packages as well as the design of standard applicationconfiguration of these packages
  • 18. - Multi-task in complex, global environment while focusing on architectural success of multiple projectsQualifications- Minimum of 7 years of experience as a Technology Solutions Architect- Bachelors degree in related information technology field- Experience with architecting and developing solutions for highly scalable, highly available systems- Experience in architecting multi-tiered solutions based on architectural best practices- Experience with service oriented architecture (SOA), Enterprise Service Bus (ESB) technology and other middlewaretechnologies- Experience with web solution architectures- Strong strategic thinker with an ability to communicate your vision- Creative thinking and approach, essential to collaboration with BOW customers, product groups and accountmanagement to determine solutions that further the business and align with business plans and technology strategies- Outstanding analytical skills; able to critically evaluate the information gathered from multiple sources
  • 19. - Strong facilitation and listening skills- Ability to represent technical and business issues and solutions to multiple levels internally and externally to supportstrategic organizational plans- Highly effective written, verbal and presentation skills- Interpersonal skills that lend themselves to effectively negotiating priorities and resolving conflicts among projectstakeholders- Excellent architecture documentation and modeling skills- Strong software development, design and application architecture skills- Significant Retail Banking experienceMore About the Position40 Hours per WeekVisa Candidates Considered - NoThe Candidate7+ to 10 years of experienceManagement Experience Required - NoMinimum Education - Bachelors Degree
  • 20. Willingness to Travel - OccasionallyBus Ops Audit Senior (Capital Markets Audit)Financial Services - OtherFinance / Accounting - Internal AuditFull-timeUnited States - Virginia - McLeanThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidateCommission Compensation - NoBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionBasic Requirements:- 6+ years experience conducting audits in the following areas: derivatives, counterparty credit, retained and debtportfolios, and securities.
  • 21. - Relevant certification is required.Preferred Skills:- Big 4 experience is highly preferred.More About the Position37.75 Hours per WeekVisa Candidates Considered - NoThis company is a great place to work because:- 100+ employees, highly respected department seeking Internal Audit professionals with Capital Market experience.- This position involves little to no travel.- Flexible work arrangement.- Internal Audit Division strongly supports certifications and continued professional education. For this reason, thedivision will reimburse employees for approved testing and certification costs associated with attaining andmaintaining applicable certification (for example, CPA, CIA, CISA, CISSP, or CFA designations).The Candidate5+ to 7 years of experienceManagement Experience Required - NoMinimum Education - Bachelors Degree
  • 22. Willingness to Travel - NeverSkills and Certifications (bold if required)CPACIAFixed incomeDerivativesThe Ideal Candidate4 to 6 years as an Auditor for a big 4 firm with clients in the financial services sector, auditing Capital Markets. CPA orCIAThe ideal candidate has worked for these companies:Big 4 Public Accounting firmsRegional Public Accounting firmsConsulting firmsFinancial services firmTax Senior - DallasAccounting / AuditingFinance / Accounting - TaxesFull-timeUnited States - Texas - DallasThe Compensation
  • 23. Benefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionA Core Tax Services Senior Associate is responsible for utilizing research skills, applying tax foundational knowledge tounderstand potential tax issues, gathering client information necessary for filing, participating in tax planning,recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax softwareapplications to complete tax returns for review. In this role, the Core Tax Services Senior Associate may be chargedwith supervising and reviewing the work of Core Tax Services Associates.External Job Description - Essential Duties/FunctionsTax ComplianceEnsures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax andreporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO TaxQuality Manual (TQM).- Manages projects by planning the tax process and the procedures to be performed with quality;- Answers preparer questions, and coordinates engagement from onset by communicating expectations andprocedures with preparers;
  • 24. - Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues;- Meets internal deadlines to match the client expectations for timely delivery of service;- Identifies book-to-tax differences.ResearchIdentifies when research is needed; clearly and concisely frames issues to be researched; and clearly and conciselyreports the analysis.- Applies most Firm and professional standards for preparation of WTA and tax returns.ASC 740-10 (FAS 109 and FIN 48) Tax AccrualsCorrectly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109and FIN 48.- Prepares provision workpapers and discusses with the appropriate team members;
  • 25. - Identify and discuss uncertain positions with team members;- Review & prepare footnote disclosures in compliance with 740-10-55.Tax ConsultingAssists with developing, recommending, and implementing efficient and effective methods to maximize clientbenefits, especially by decreasing clients current and future taxes.- Identifies consulting opportunities to reduce clients tax liability;- Provides efficient and effective support for client consulting projects;- Gathers relevant information for controversy work, efficiently and effectively;- Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creatingmemorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom.Strategy DevelopmentIntroduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g.,
  • 26. by reducing taxes or expenses or providing non-tax benefits.- May be required to prepare studies of tax implications and offers clients alternative courses of action.Other duties as requiredSupervisory Responsibilities:- May supervise and manage the day-to-day work assignments of Core Tax Services Associates- Provides verbal and written performance feedback to Core Tax Associates, as necessary- Acts as mentor to Core Tax Services AssociatesExternal Job Description - QualificationsEducation:- Bachelors degree in Accounting or other relevant field required
  • 27. - Masters degree in Accounting beneficial, masters degree in taxation preferredExperience:- Two (2) to three (3) years of prior experience- Experience with corporate taxation, consolidations, and partnerships preferred- Prior basic supervisory experience preferred- Prior experience preparing and reviewing of tax provisions preferredLicense/Certifications:- Passed CPA Exam preferredSoftware:
  • 28. - Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat- Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process softwareincluding GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard taxworkpapersOther Knowledge, Skills & Abilities:- Solid verbal and written communication skills- Able to follow instructions as directed by members of Tax Team- Able to prepare simple tax returns- Takes appropriate actions without being asked- Seeks advice of appropriate superiors regarding issues, problems related to compliance- Ability to effectively delegate work as needed- Trains other team members- Strong analytical, research and critical thinking skills
  • 29. - Able to work well in a team environmentMore About the PositionVisa Candidates Considered - NoThe Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallyRisk and Control ManagerFinancial Services - Credit Card ServicesFinance / Accounting - Risk ManagementFull-timeUnited States - Minnesota - Minneapolis - MinneapolisThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - YesOvertime Eligible - No
  • 30. Interview Travel Reimbursed - NoDetailed Company DescriptionResponsible for maintaining a high degree of knowledge of appropriate laws and regulations for Corporate PaymentSystems. Reviews and analyzes internal and external regulatory reports and coordinates with responsible parties toensure compliance with applicable regulations. Conducts compliance reviews, manages compliance exceptions andinvestigates and responds to customer complaints. Is actively involved in the development, implementation anddistribution of all regulatory or compliance based policies and procedures. Provides current regulatory information tomanagement and applicable business units and maintains records to meet compliance requirements. Assists in thedevelopment of compliance programs and conducts training and monitoring.More About the PositionVisa Candidates Considered - NoThe Candidate10+ to 15 years of experienceManagement Experience Required - YesMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallyThe Ideal CandidateSomeone who can create a Risk and Control program, is flexible, structured, and has skills at building relationshipsacross the business unit and broader organization. Person must also possess the skill set to speak to Sr. levelleadership and assemble executive reports. Preference for person to be familiar with commercial and consumer cardregulations.The ideal candidate has worked for these companies:
  • 31. Fortune 500 Organizations. Preferably Financial Services.Top Producing Mortgage Loan Officer - L.I. NYFinancial Services - MortgageSales / Marketing - Sales & Sales ManagementFull-timeUnited States - New York - Long IslandThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - YesBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionResponsibilities:Citizens Financial Group is honored to be a top Lender in the Mortgage sector and is focused on growing our marketshare in the states we currently operate. We are currently hiring talented Mortgage Loan Officers who proactivelyidentify, develop and maintain a quality network of business relationships that serves as a source of referrals for newmortgage lending opportunities. External relationships are the cornerstone of generating new business and mayconsist of realtors, builders, professional and personal contacts. Our Loan Officers are encouraged to participate inbusiness related development opportunities, community efforts to promote home ownership and professionalorganizations. You will be responsible for interviewing new and existing customers to determine their loan needs andadvising those customers of appropriate products, terms, and pricing, while gather any additional requiredinformation. It will be necessary to generate complete mortgage applications, ensuring appropriate procedures and
  • 32. policies are followed, while meeting sales goals and objectives.Qualifications:BA/BS degree or equivalent experience in residential mortgage sales preferredThree plus years of retail residential mortgage sales experienceDocumented residential mortgage loan volume in the past 12 months of $15 million (minimum)Established relationships with local referral networksAbility to communicate clearly and effectively, both verbally and in writing, across a variety of audiencesStrong computer skills and experience utilizing laptop technologySuccessful candidate must meet and comply with all requirements for Mortgage Loan Originators set forth in the SAFEAct, including, but not limited to successful completion of the required background checks and obtaining a UniqueIdentifier from the NMLRSIt is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleaguesand applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation,gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital ordomestic partner status, or any other factor protected by federal, state, and/or local laws.More About the PositionVisa Candidates Considered - NoThe Candidate5+ to 7 years of experienceManagement Experience Required - NoMinimum Education - High School or EquivalentWillingness to Travel - Occasionally
  • 33. Target Addl Comp - $10,000 - $400,000Audit Manager (Bus Ops Audit Manager)Financial Services - OtherFinance / Accounting - Internal AuditFull-timeUnited States - Virginia - McLean/Arlington - McLeanThe CompensationBenefits - FullRelocation Assistance Available - YesCommission Compensation - NoBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - YesDetailed Company DescriptionAudit Manager – Standards and PoliciesInternal Audit DivisionJob Duties:The SOX Testing Project Management Office (PMO) is responsible for managing the SOX 404 testing and
  • 34. communication with Internal Audit teams, the Finance Division, the Enterprise Risk Management Division, outsourcedvendors, and the independent auditor.This position will be responsible for administratively managing audit staff within the SOX Testing PMO and should beable to work with limited supervision performing day-to-day project management tasks. This position will also beresponsible for developing, coaching and providing guidance to staff.The Audit Manager will report to the Audit Senior Director.This position will manage the development and updating of SOX 404 testing policies, procedures and methodologies.Responsibilities include, but are not limited to, the following:• Develop, document and update, as required, SOX 404 policies, procedures, standards, and methodologies. This mayinclude documentation of testing and results of testing, procedures performed to evaluate the accuracy andcompleteness of reports relied upon for testing controls; Quality Assurance review requirements; sample sizerequirements, and documentation and testing requirements for automated controls.• Interact regularly with the Professional Practices Group to align with internal guidance and manage continuedcompliance with IIA and other professional standards.• Evaluate SOX 404 testing standards, policies and methodologies for consistency across Internal Audit, the InternalControls Organization, and the outsourced vendor.• Assist with the development and implementation of the SOX 404 Methodology training program for the internalaudit division.• Assist with developing, implementing and coordinating an effective quality assurance review program specific toSOX 404 testing.• Perform, as needed, the Level 1 review of work papers, and evaluate whether all appropriate risks are identified anddocumented.• Perform, as needed, a review of the vendor deliverable prior to acceptance of the deliverable from the vendor.• Operate as a back-up for the Business Operations Audit Manager over Communications and Reporting.
  • 35. Basic Requirements:• Eight plus years of experience in public accounting or internal audit. Other relevant experience may be considered.• At least one year prior experience supervising and managing staff and strong written and verbal communicationskills.• A Bachelor’s degree in Accounting, Management Information Systems, Business, Finance, Economics, or relateddegree.• An audit certification (i.e., CIA, CISA, CPA) or other professional certification.• Demonstrated proficiency in reviewing work and documentation of less experienced staff.• Strong organization and project management skills.• Demonstrated ability to manage complex projects.• Demonstrated written and oral communication skills.• Demonstrated people management and organization skills.• Prior experience with audit and Sarbanes Oxley (SOX) 404 compliance.• Prior experience with testing SOX controls.• Experience with SOX compliance requirements including risk assessments, design reviews, key control testing,evaluation and remediation of deficiencies, etc.Preferred Skills:• Prior knowledge of the financial services industry is preferred• Knowledge IT risk frameworks such as COBIT.• Experience with infrastructure, information security or computer operations risk management.More About the PositionVisa Candidates Considered - NoThis company is a great place to work because:
  • 36. Work life balance, no traval, support of certifications (CPA, CIA, CISA, CISSP, CFA), Flexible Work ArrangementThe Candidate7+ to 10 years of experienceManagement Experience Required - YesMinimum Education - Bachelors DegreeWillingness to Travel - NeverSkills and Certifications (bold if required)CPA, CIASOXAuditBig 4Internal ControlsThe Ideal CandidateThe ideal candidate has worked for these companies:Big 4/Regional Public Accounting, Financial Services, Consulting, etc.Target Addl Comp - $5,000 - $10,000
  • 37. IT Technology PartnerFinancial Services - Commercial BankingInformation Technology - Other ITFull-timeUnited States - California - Oakland/East Bay - San RamonThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidateCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionOur company is an institution whose history spans over 130 years, and whose geographical reach extends over 19states, as well as over 84 countries through our affiliation with BNP Paribas, one of the worlds six strongest banksaccording to Standard & Poors. From our earliest days as a community bank, our focus on relationships, exceptionalcustomer service and being a good corporate neighbor has never wavered. Today, as one of the leading regionalfinancial services companies in the nation, our team members are dedicated to being our customers trusted financialpartners - whether theyre opening a first account, purchasing a home, running a small business, or leading a largecorporation. When you join our company, you will be a part of an organization that has learned how to grow andadapt in an ever-changing environment. And most of all, you will become part of a company that recognizes that oursuccess is rooted in our relationship banking model and in the satisfaction of our customers. Thats why our companywas ranked the highest in customer satisfaction among retail banks in the West.Summary
  • 38. This leadership position is responsible for developing relationships with company business partners resulting in cleardirection of technology initiatives. This leader will provide direction and perform tasks required to satisfy immediatebusiness partner needs and simultaneously demonstrate the ability to think strategically and envision futuretechnology needs and opportunities.ResponsibilitiesEstablish and maintain business relationships with departmental and organizational executives and leaders. Createtransparency with the business.Develop and execute an annual IT strategy with business partners.Understand business partner IT needs, challenge assumptions, and champion efforts within IT to develop costeffective, innovative solutions that can be leveraged across the enterprise where applicable.Develop IT goals with business partner. Provide recommendations, prepare reports and conduct business reviewmeetings for business partners.Facilitate tactical technology planning sessions, including working with Enterprise Architecture.Communicate status of IT initiatives.Manage relationship between IT and business partner. Respond to and follow up on client user needs and issues;establish and maintain strong relationships with IT leadership to communicate and resolve user needs and issues.
  • 39. Manage organizational change with the business. Articulate the IT vision and how it can become a driver of businessvalue. Educate business leaders on technology strategy, trends, and how this relates to their business objectives.Manage resources in defining business needs and priorities to achieve project and business objectives.Communicate technology trend information. Informs and advises the business on technology functionality, risks,costs, benefits, implementation requirements and planning considerations.Informs Enterprise IT of business drivers and trends that impact technology.Review and confirms financial and risk management information in business cases. Presents business cases at theenterprise level on behalf of the line of business.Ensure Business Unit receives appropriate level of service from Enterprise IT.Monitor and manages budgets and expenditures. Ensures IT expenditures are aligned with Business Unit expectations.Performs variance reporting.Recommend alternative corporate products, solutions and strategies based upon best practice research. Advisesclients on buy vs. build decisions.Qualifications10+ years work experience in the IT industry, with a minimum of five years in leadership/management.Bachelors or Masters degree in Computer Science, Information Systems, Business Administration or related field.
  • 40. Demonstrated ability to bring the benefits of IT to solve business issues while also managing costs and risks.Ability to develop and maintain internal partnerships within IT and the business units in order to achieve results.Strong communication, interpersonal, and coaching skills.Ability to inspire and motivate others to take action. Resolve conflict effectively within a team environment includingoutside partners.Ability to align and leverage resources as appropriate.Ability to make difficult decisions based on calculated risks.Ability to conceptualize, launch and deliver multiple IT projects on time and within budgetMore About the Position40 Hours per WeekVisa Candidates Considered - NoThis company is a great place to work because:Our company is an institution whose history spans over 130 years, and whose geographical reach extends over 19states, as well as over 84 countries through our affiliation with BNP Paribas, one of the worlds six strongest banksaccording to Standard & Poors. From our earliest days as a community bank, our focus on relationships, exceptionalcustomer service and being a good corporate neighbor has never wavered. Today, as one of the leading regionalfinancial services companies in the nation, our team members are dedicated to being our customers trusted financialpartners - whether theyre opening a first account, purchasing a home, running a small business, or leading a largecorporation. When you join our company, you will be a part of an organization that has learned how to grow and
  • 41. adapt in an ever-changing environment. And most of all, you will become part of a company that recognizes that oursuccess is rooted in our relationship banking model and in the satisfaction of our customers. Thats why ourcompanywas ranked the highest in customer satisfaction among retail banks in the West.The Candidate10+ to 15 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallyThe Ideal CandidateCandidates must have a strong technology background in applications development. Banking experience is a must,Commerical banking expereince is highly desirable but we will consider candidates from investment banking.Excellent communications skills and the ability to work at Executive level is a must.Senior Manager - AuditAccounting / AuditingFinance / Accounting - AccountantPart-timeUnited States - Missouri - Kansas City/Independence - Kansas CityThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidate
  • 42. Commission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionSenior Manager - AuditCPA firm seeks Senior Audit Manager. This position includes a near term Partner opportunity. This leadership role isresponsible for the audit practice of the firm including responsibility for the firms work quality. Senior Audit Manageris responsible for supervising, directing audit teams, review of work and final reports that are prepared by others.Presentation of audit reports and findings to clients governing body. Provide training to audit staff - training sessions& on-the-job training. The Senior Audit Manager is expected to work closely with marketing, networking and businessdevelopment. Responsibility of ensuring engagement profitability, billings and collections. The individual we areseeking should be dedicated to the future of the firm and take a leadership role in growing the audit practice. Thisposition requires a person that will be a long term value to the firm. EOESalary - Very Competitive, determined on qualifications and experienceOur employees know of this ad.More About the PositionVisa Candidates Considered - NoThe Candidate10+ to 15 years of experienceManagement Experience Required - YesMinimum Education - Bachelors DegreeWillingness to Travel - Occasionally
  • 43. Candidate Screening QuestionsHas your candidate worked for CPA firm?Skills and Certifications (bold if required)CPASr. Finance AuditorAccounting / AuditingFinance / Accounting - Internal AuditFull-timeUnited States - California - Central Valley - ModestoThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - YesDetailed Company DescriptionSUMMARYProvides leadership to engagement staff covering a wide variety of audit, analytical and documentary skills whileconducting audits and projects. Seeks to obtain reasonable assurance that entity functional processes have adequateinternal controls.
  • 44. ESSENTIAL FUNCTIONS- Provide leadership to the audit team in the application of specific technical skills and analyses.- Provide instruction for audits of winery departments and affiliated operating businesses to determine compliancewith internal policies and procedures.- Lead projects and participates in all aspects of advisory projects involving winery departments and affiliatedoperating businesses to identify opportunities to improve existing processes.- Provide strong leadership, guidance and performance feedback to less experienced staff members.- Present results to client/customers and Auditing Services department management.- Provide primary support for Manager to ensure successful project completion.- Interview personnel responsible for specific processes under review.- Research projects; formulate audit plans, test procedures, and supporting schedules.- Compile, analyze and test data for audits and projects.- Prepare required documents to support results and recommendations.- Deliver verbal performance assessments to engagement staff at the completion of each assignment.- Participate in recruiting activities for undergraduate and experienced staff.- Prepare and reviews engagement planning including determining budgets, scopes and required schedules.- Supervise engagement work plan (planning, fieldwork, report issuance and wrap-up).- Train department staff in the successful application of engagement procedures, assessments, development ofconclusions/recommendations, and communications to management.- Responsible for understanding and complying with applicable quality, environmental and safety regulatoryconsiderations. If accountable for the work of others, responsible for ensuring their understanding and compliance.- Must maintain satisfactory attendance, to include timeliness.- This job description reflects managements assignment of essential functions; it does not prescribe or restrict thetasks that may be assigned.SUPERVISORY RESPONSIBILITIES
  • 45. - Mentor project team members and prepares the review and evaluation of personnel on a project basis.QUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Therequirements listed below are representative of the knowledge, skill, and ability required. Reasonableaccommodations may be made to enable individuals with disabilities to perform the essential functions.MINIMUM QUALIFICATIONS- High School Diploma or GED.- Bachelors degree in Finance, Economics, Statistics, Mathematics, Business Administration, or Accounting plus acombination of 5 years of Audit, consulting, or business experience ensuring the integrity of financial statementsduring internal and external audits, improving and testing of internal controls, analyzing financial statements, andrecommending operational efficiency and effective improvements that are applicable to a manufacturing businessenvironment reflecting increasing levels of responsibility.- Intermediate MS Word, MS Excel and MS PowerPoint; skilled at typing 35-40 wpm.- Required to travel 35 percent of time annually.PREFERRED QUALIFICATIONS- Bachelors degree in Finance, Economics, Statistics, Mathematics, Business Administration, or Accounting plus acombination of 8 years of Audit, consulting, or business experience ensuring the integrity of financial statementsduring internal and external audits, improving and testing of internal controls, analyzing financial statements, andrecommending operational efficiency and effective improvements that are applicable to a manufacturing businessenvironment reflecting increasing levels of responsibility.- Masters degree.- Basic MS Access skill.- Experience reading, analyzing, and interpreting common scientific and technical journals, financial reports, and legaldocuments. Experience responding to common inquiries or complaints from customers, regulatory agencies, ormembers of the business community. Experience writing speeches and articles for publication that conform toprescribed style and format. Experience effectively present information to top management, public groups, andboards of directors.- Professional certification in one or more of the following: CPA, CIA, CFE, or CMA.
  • 46. - Experience applying advanced mathematical concepts such as exponents, logarithms, quadratic equations, andpermutations. Experience applying mathematical operations to such tasks as frequency distribution, determination oftest reliability and validity, analysis of variance, correlation techniques, sampling theory, and factor analysis.- Experience defining problems, collect data, establish facts, and draw valid conclusions. Experience interpreting anextensive variety of technical instructions in mathematical or diagram form and deal with several abstract andconcrete variables.- Experience working with all levels and functions within the Company.- Experience working effectively individually or in a team environment and lead by example.- Experience performing assignments that are broad in nature, usually requiring originality and ingenuity. Hasappreciable latitude for unreviewed action or decision.- Experience assisting in creating project work plans.- Experience working on projects that have strategic impact and improve the process efficiency of the Company.- Proficient in the use of work processing, spreadsheet, database and flow charting tools and techniques.- Demonstrates strong facilitation, project management, communication and presentation skills.- Demonstrates effective planning, organizational and supervisory skills.- Demonstrates strong analytical, problem solving, judgment, and decision-making skills.- Experience helping drive the resolution of business issues in a team environment.- Experience simultaneously working on and complete multiple assignments on a timely basis.- Experience effectively summarizing audit/project results to management.- Knows internal controls, audit/project procedures, documentation standards and risk assessments.PHYSICAL DEMANDSThe physical demands described here are representative of those that must be met by an employee to successfullyperform the essential functions of this job. Reasonable accommodations may be made to enable individuals withdisabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequentlyrequired to sit and use hands to finger, handle or feel. The employee is occasionally required to stand, walk and reach
  • 47. with hands and arms.WORK ENVIRONMENTThe work environment characteristics described here are representative of those an employee encounters whileperforming the essential functions of this job. Reasonable accommodations may be made to enable individuals withdisabilities to perform the essential functions.While performing the duties of this job, the employee is occasionally exposed to wet and/or humid conditions,moving mechanical parts, fumes or airborne particles, outside weather conditions, and extreme heat.The noise level in the work environment is usually moderate.EEO/AA M/F/V/DMore About the Position40 Hours per WeekVisa Candidates Considered - NoThe Candidate5+ to 7 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallyInternal Auditor III- Modeling
  • 48. Financial Services - OtherFinance / Accounting - Internal AuditFull-timeUnited States - District of Columbia - Washington D.C.The CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - YesDetailed Company DescriptionJOB INFORMATIONThe Modeling Team within our Internal Audit organization is responsible for providing independent review andassurance relating to financial and statistical models used across our company to ensure that model risk is effectivelymanaged within the company. Models are used extensively for pricing, valuations, market risk management, creditrisk management and forecasting purposes. The Modeling Team performs in-depth reviews focusing on data andinputs, model design and methodology, implementation, usage and monitoring of models, and interacts heavily withthe various modeling teams as well as other model risk oversight functions within the company.KEY JOB FUNCTIONSApply technical knowledge and expertise to perform reviews relating to the full life cycle of models used across the
  • 49. company, focusing on model design/methodology, inputs and outputs, usage, model performance, monitoring andchange management processesMay conduct scoping and planning of significant portions of model audits.Conduct fieldwork, including data analysis, technical reviews, and other substantive testing relating to model riskrelated controls. Document and maintain sufficient supporting information and facilitate the presentation of findingsand conclusions in accordance with the department?s work paper standards.Identify and discuss findings and conclusions with model developers and the Internal Audit Modeling Team. Assist indrafting of reports and other key deliverables. Identify model risk themes across organizations and propose activitiesto mitigate related risksInteract with model developers and model risk oversight functions on a regular basis, building and maintainingrelationships at the director and manager levelsProvide informal, day-to-day coaching and guidance to Internal Auditors. Share knowledge of specialty areas to buildknowledge and capabilities across Internal Audit.SPECIALIZED KNOWLEDGE & SKILLSPrior experience building, testing, and/or validating models required.Prior experience with modeling tools such as SAS, Matlab or comparable application required.Demonstrated ability to interpret model results for business planning, performance monitoring and risk assessment.Demonstrated ability to audit through specific models including review of inputs, assumptions, methodologies and
  • 50. outputs.Demonstrated ability to evaluate controls over model development, implementation and operation.Working knowledge of the application and development of complex decision support tools.Superior oral and written communication skills especially the ability to explain complex ideas in simple, non-technicallanguage and to build effective relationships.Willingness to identify areas of risk and also opportunities for creating efficiencies or improvements.Analytical skills inclusive of the ability to evaluate facts and data to draw conclusions, even if information is limited aswell as explain problems or situations using a basic systematic framework.Ability to work in a frequently changing and unstructured environment and deal with ambiguity. Adapts to change,considering new approaches and demonstrating comfort with unpredictable problems.Team player that works collaboratively with various team members to accomplish integrated solutions.More About the Position40 Hours per WeekVisa Candidates Considered - YesThis company is a great place to work because:Our company exists to expand affordable housing and bring global capital to local communities in order to serve theU.S. housing market. Today, our focus is on preventing foreclosures, making mortgages and rental housing asaffordable as possible, and supporting the housing recovery. We are rapidly building and realigning our company to
  • 51. better serve the market as we support the Administrations Homeowner Affordability and Stability Plan.Join our dedicated, diverse, high-performing workforce and put your unique talents to good use as we work with ourpartners to advance our nations housing recovery.The Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - NeverMortgage UnderwriterFinancial Services - MortgageFinance / Accounting - Other Finance / AccountingFull-timeUnited States - Virginia - WaynesboroThe CompensationBenefits - FullRelocation Assistance Available - YesCommission Compensation - NoBonus Eligible - YesOvertime Eligible - YesInterview Travel Reimbursed - No
  • 52. Detailed Company DescriptionMortgage UnderwriterSUPERVISED BY: Mortgage ManagerDEPARTMENT: Real EstateFLSA STATUS: Non-exemptJOB PURPOSE:The Mortgage Underwriter will underwrite all mortgage requests in a timely manner, ensuring that loans areappropriately documented according to guidelines by Credit Union policy, automated underwriting systems, mortgageinsurance guidelines and investor requirements. The underwriter will have loan approval authority for conventionalloans up to $417,000, and conforming plus loans if applicable up to GSE limits. This person will help all originationstaffs understand guidelines and application use to help serve membership.ESSENTIAL DUTIES:-Underwrites conventional and portfolio loans-Uses delegated underwriting authority with MI companies and other investors when applicable, and protects thesafety and soundness of company with their decision.-Communicates underwriting decision to Loan Originator in written form.-Communicates with investor and MI company contacts for underwriting questions.-Reviews loan applications and supporting documentation, including both credit and collateral packages.-Reviews appraisal and completes review checklists to ensure properties conform to investor standards and that anyinvestor or company requirements are met.-Conditions loans according to CU and investor requirements.-Counter offers within CU and investor guidelines, using all tools available.-Analyzes self-employed income according to investor methods and standards.-Understands and applies RE regulations appropriately (MDIA, RESPA, TILA, Reg B., et. al.).
  • 53. -Provides feedback on Originator initial application quality.-Works with Originators, Processors, Loan/Mortgage Clerks and Loan Specialist to resolve closing conditions.-Ensures that closed loans meet all investor eligibility criteria prior to closing.-Assists Mortgage Manager with training of Processors, Closers, and Clerks.-Assists with the maintenance of underwriting guidelines and manuals to ensure that changes and updates areeffectively communicated to mortgage lending staff.-Acts as a resource to Originators and Member Service Executives.-Other duties as assigned.QUALIFICATIONS:-High School graduate, bachelors preferred.-2-3 years of secondary market underwriting experience.-Excellent organizational skills.-Able to work in multiple computer systems simultaneously.-Able to work in a high pressure environment at times.-Strong communication skills (written and verbal).-Problem solving ability.-Strong mathematical and analytical skills.-Professionalism.-Thorough understanding of credit union philosophy.WORK ENVIRONMENT AND PHYSICAL DEMANDS:-Normal office environment and sedentary work. This position will sit 85% of the time, and stand/walk 15% of thetime.-Equipment used includes a personal computer, calculator, telephone, scanner, and copier.
  • 54. -The physical activity of this position requires the ability to use hands, arms, and fingers for repetitive motions (typingon computer terminal, operating calculator, manipulating documents, filing), the ability to bend, crouch, and reach forshort periods of time (filing, moving furniture), the ability to orally communicate with staff and members, the abilityto see near and far (computer terminal, read documents), the ability to hear, and the ability to lift 20 lbs. (supplies).More About the Position40 Hours per WeekVisa Candidates Considered - NoThis company is a great place to work because:Company is stable, well managed, and progressive.Workforce is tenured, benefits are great, and a great ground floor opportunity to develop this market.Shenandoah Valley- area beautiful, with relatively low cost of living, access to major interstates, airports, and coastalbeaches.The Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - High School or EquivalentWillingness to Travel - OccasionallySkills and Certifications (bold if required)
  • 55. Secondary Market Proficiency42093 Business Banking Relationship Manager I/IIFinancial Services - Commercial BankingSales / Marketing - Business Development / New AccountsFull-timeUnited States - New Mexico - Albuquerque - AlbuquerqueThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionPurpose StatementResponsible for the sourcing, securing, developing, and retaining profitable business banking relationships within theassigned region. Primary focus is on finding new business opportunities to sell the Banks products and services andretaining and expanding existing relationships. Responsible for contributing to the assigned Regions credit portfolioquality and processing of requests for credit extension, ensuring credit facilities are properly structured, priced anddocumented. Maintains and grows current relationships by presenting new lending opportunities, cross selling, andother business to existing clients. Takes primary responsibility as the assigned officer for a portfolio of moderate tocomplex business banking or community market commercial relationships. This position is the mid-level of the
  • 56. Relationship Manager job family.Essential Job Functions1. Serves as primary contact with assigned prospective and current customers for all of the financial, banking, andinvestment counseling needs. Primary focus is on finding new business opportunities to sell the Banks products andservices. Conducts interviews with applicants to thoroughly understands current and prospective customers needsand their financial situation to market and sell additional Bank products and services. Visits applicants at their place ofbusiness to verify and better assess their current situation and future needs.2. Identifies business needs and corresponding sales opportunities bank-wide and actively promotes ways to increasecustomer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of thebank. This would include Deposit Products, Cash Management, Trade Services, Capital Markets products, loanproducts and personal banking products and services.3. Obtains financial statements, tax returns, and other credit information and maintains electronic credit files for allexisting customers. Conducts analysis of pertinent credit information and/or credit checks.4. Works closely with central underwriting teams for new credit requests and renewals ensuring that all relevantfinancial and non-financial information is available to the underwriter.5. Generally underwrites new relationship credit requests for approval.6. Manages existing portfolio and stays informed on their condition is aware of developing trends in the market whichmay impact credit quality. Works closely with centralized underwriting and portfolio management teams to ensureresponsiveness to portfolio management needs and timeliness of reporting responses.EducationRequired Education or Equivalent Experience- High School Diploma or GED required- Bachelors Degree in Business or Finance required- Masters/Advanced Degree in Business or Finance preferredRequired Experience
  • 57. - Five or more years of directly related experienceAdministrative/Technical Skills/ Other Information- Solid understanding of underwriting and analysis for mid-size companies of all complexities.- Strong comfort and familiarity with use and application of commercial lending principles.- Active understanding and ongoing use of Touchpoint, electronic underwriting systems and other enterprise levelsystems.More About the Position40 Hours per WeekVisa Candidates Considered - NoThis company is a great place to work because:The story of The Company is a rich tale of growth, progress and innovation spanning more than a century. For over135 years, listening and responding to the needs of our customers and communities has been central to our businessphilosophy. The Company is a premier financial services company that serves more than 2 million households in 19states, from California, the Pacific Northwest and the Southwest across the Rocky Mountains and Great Plains into theMidwest.With more than 700 banking locations across 19 states and a team of more than 10,000 employees, The Companyserves the banking needs of all major market segments - consumer, small, middle market, and large commercialenterprises, and government entities.Weve developed innovative products and services, and a sophisticated approach to credit. We always remember weare in a people business, and no matter how large we become, we never lose sight of the individual customer.The Company is fully owned by BNP Paribas, a European leader in global banking and financial services and one of the6 strongest banks in the world.
  • 58. The Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - High School or EquivalentWillingness to Travel - OccasionallySenior Model Validation AnalystFinancial Services - Commercial BankingFinance / Accounting - Risk ManagementFull-timeUnited States - Pennsylvania - Pittsburgh - PittsburghThe CompensationBenefits - FullRelocation Assistance Available - YesCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - YesDetailed Company DescriptionPosition Overview
  • 59. As a Senior Model Validation Analyst in our Risk Management you will be expected to participate in all aspects ofmodel validation activities. You will be working with Primary Model Owners and Specialists and will independentlyperform validations of PNCs high impact models in compliance with OCC 2000-16 and PNCs Model Validation Policyand Guidelines. You will document and present the model validation results to the Model Validation Committee asthe Model Validation Group provides oversight and execution to the model validation activities for the organization.As a Senior Model Validation Analyst you must understand the conceptual framework and assumptions of the models.Understand how the models are used in the business decision-making process, the material impact to our financialstatement or risk measurement. You will collect data and assumptions that are used in the models, including modeloutput, in preparation for the model validation. You will conduct robust and comprehensive model validation testingand analysis according to PNCs Model Validation Policy and Guidelines. The Senior Model Validation Analyst is alsoresponsible for assessing model risks and limitations in order to make recommendations and reach conclusions for themodel validation. This role also acts as a mentor to other analysts, therefore, the incumbent must have a strongunderstanding of the framework and assumptions of models; their impact on the business decision making process,and the material impact to our financial statement or risk measurement.The Successful candidate will have the following qualifications:- Advanced Degree such as MS or PhD in Economics, Finance, Mathematics, Computational Finance, or related fields- Generally 5-7 years of financial modeling experience- Excellent knowledge in statistics, mathematics and financial modeling- Strong technical skills and problem solving ability- Proficient in SAS, Excel and VBA- Must have experience with development of testing methodologies and creation of working papers- Demonstrated project management skills and the ability to work on multiple projects on a concurrent basis andmeet the deadline- Ability to work in a teaming environment and to collaborate with other internal staff and external consulting firms- Excellent communication skills, both written and verbal- Eligible to work in the U.S.More About the PositionVisa Candidates Considered - Yes
  • 60. The Candidate10+ to 15 years of experienceManagement Experience Required - YesMinimum Education - Masters DegreeWillingness to Travel - OccasionallySkills and Certifications (bold if required)Financial ModelingSASExcelSBA Business Development Officer IIFinancial Services - Commercial BankingSales / Marketing - Business Development / New AccountsFull-timeUnited States - Colorado - Denver MetroThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - YesBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - No
  • 61. Detailed Company DescriptionPosition SummaryGenerates SBA loans, deposits and fee income for the Regional Banking Group. Works in partnership with BranchManagers and Branch sales staff to develop new SBA business relationships. Responsible for originating and fundingSBA loans in designated area. Annual production objectives are generally around $10 million.Position Accountabilities1. Generates new business through prospecting, outside calling, networking and referrals. Makes a substantialnumber of outside, in-person calls on prospects and clients requiring extensive automobile travel.2. By year-end, achieves 100% of established annual production objective (APO) that will be determined at or near thebeginning of every year. Achieves at least 20% of the established APO in the first calendar quarter; 25% in the secondand third calendar quarters; and 30% in the fourth calendar quarter. The quarterly objectives are based onmanagements determination of the funding seasonally within the SBA industry.3. Develops and implements marketing activities within the budgetary constraints established by supervisor. Alsoworks with the Regional Manager and/or Branch Manager to develop and implement marketing plans. Marketing areais designated by the National Sales Manager. Marketing activities outside designated area will require supervisoryapproval.4. Works to foster new and expand existing customer relationships through cross-selling products and services.5. Develops and maintains a referral source database for both local and the bank overall SBA marketing purposes.
  • 62. 6. Maintains and applies a thorough understanding of the banks credit policy, SBA eligibility and all necessarybusiness practices to ensure the submission of accurate and complete loan application packages.7. Actively participates in local SBA district functions with assigned marketing area.8. Provides management with input regarding current policies and practices.9. Assists the bank in the promotion of all product lines offered in assigned market.10. Generates loans that maintain an acceptable level of performance. Assists special assets and credit services in anyrequested servicing action within assigned marketing area.11. Performs other duties as assigned.Job SpecificationsReq Education or Equivalent Experience- Bachelors degreeRequired Experience- Three to five years of calling experience with the financial services industryField of Experience
  • 63. - Thorough knowledge of SBA lending rules, regulations and practices.Administrative/Technical Skills- Verbal and written communication and presentation skills- Knowledge of Word and ExcelMore About the Position40 Hours per WeekVisa Candidates Considered - NoThis company is a great place to work because:The Company is an institution whose history spans over 130 years, and whose geographical reach extends over 19states, as well as over 84 countries through our affiliation with BNP Paribas, one of the worlds six strongest banksaccording to Standard & Poors.From our earliest days as a community bank, our focus on relationships, exceptional customer service and being agood corporate neighbor has never wavered.Today, as one of the leading regional financial services companies in the nation, our team members are dedicated tobeing our customers trusted financial partners - whether theyre opening a first account, purchasing a home, runninga small business, or leading a large corporation.When you join The Company, you will be a part of an organization that has learned how to grow and adapt in an ever-changing environment. And most of all, you will become part of a company that recognizes that our success is rootedin our relationship banking model and in the satisfaction of our customers. Thats why The Company was ranked thehighest in customer satisfaction among retail banks in the West.
  • 64. The Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OftenRisk Management ModelerInsuranceFinance / Accounting - Risk ManagementFull-timeUnited States - North Carolina - Raleigh/Durham-RTP - Raleigh, NCThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidateCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - Yes
  • 65. Detailed Company DescriptionCOMPANYA leading Fortune 500 insurance holding company dedicated to helping people secure their financial lives, families andfutures. Headquartered in Richmond, Virginia, Genworth has approximately 6,400 employees operating through threedivisions around the world.The companys Global Mortgage Insurance division, headquartered in Raleigh, North Carolina, is the only truly globalmortgage insurer. With origins dating back to 1980, the companys Global MI provides primary mortgage guarantyinsurance coverage on residential mortgage loans, as well as mortgage pool insurance policies that enhance insurancecoverage for various types of mortgage-related securities, in over two dozen countries worldwideJOB RESPONSIBILITIES:- Build and improve forecasting accuracy of prepayment and default models- Test, validate, and document model updates- Implement model updates and integrate with existing processes- Develop and implement appropriate quantitative techniques to measure enterprise wide risk including insurance,housing, interest rate, credit, operational, and other risks- Provide scenario, sensitivity analysis, what-if analysis, and other analysis as required- Research state-of-the art solutions available internally and externally- Launch proof-of-concept test and validate various options- Collaborate with various stakeholders including teams in Risk, Finance, and IT- Occasionally work beyond normal business hours for business-critical projectsBASIC REQUIREMENTS- Masters Degree in a quantitative discipline such as Statistics, Actuarial Sciences, Mathematics, Quantitative Finance,or Economics with proven modeling & analytical skills and detail orientation
  • 66. - Thorough understanding of and demonstrated experience with statistical methodologies including least squares,logistic regression, and time-series forecasting- 5-7 years of relevant work experience in mortgage modeling- Experience in transition rate modeling at loan level- Work experience related to MBS/ABS, Credit enhancement of structured transactions, and Economic Capital.- Advanced proficiency in programming with SAS and Excel- Worked with large, complex data sets including time-series data- Analyzing large volumes of data, draw conclusions, and present findings- Strong interest in learning the business details- Able to work independently with minimal supervision on technical aspects requiring statistical & programming skills- Strong communication, presentation, and collaboration skills- Able to work and communicate with all levels within the organization- Results oriented, accountable for performance, and takes complete ownership of projects- Possess a high energy level, creativity, and resourcefulness- Effective in a highly matrixed organizationPREFERRED REQUIREMENTS- Ph.D. in Statistics or a quantitative field- Risk Certification from PRMIA, GARP, or other comparable certifications- Knowledge of regulatory and compliance issues in the US marketsMore About the PositionVisa Candidates Considered - Yes
  • 67. The Candidate5+ to 7 years of experienceManagement Experience Required - NoMinimum Education - Masters DegreeWillingness to Travel - OccasionallySkills and Certifications (bold if required)Experience building mortgage risk modelsCommercial Credit Underwriter IVFinancial Services - Commercial BankingFinance / Accounting - Credit / Lending / CollectionsFull-timeUnited States - California - Oakland/East Bay - San RamonThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - No
  • 68. Detailed Company DescriptionThe Business Credit Solution Underwriter IV is responsible for making credit worthy decisions on technical complexitycommercial transactions to determine acceptability of risk in accordance with the company guidelines and standards.Advanced expertise on commercial real estate collateral (i.e. identifying environmental risks, review leases andpurchase agreements, market trends (local and national), NOI calculation, etc.) as well as a clear understanding onSWAP.Essential Job Functions1. Evaluates all financial statements (business and personal tax returns, fiscal year-end and interim statements andpersonal financial statements) accurately. Identifies recurring and non-recurring income/expenses. Comprehend allschedules, notes, and K-1s. Differentiates between cash and accrual method as well as comprehend UCA cash flowanalysis. Consolidates related entities and summarizes results.2. Identifies credit strengths, weaknesses, industry risks, and anomalies that lead to further investigation. Determinesor amends applicable loan agreement covenant and monitoring requirements.3. Collaborates with Relationship Managers on reasoning for a particular decision, answering potential loan requestquestions, identifying/resolving potential problem loans, and determining cross-sell opportunities, etc.4. Prepares a thorough and comprehensive credit summary/CR or CRM in conjunction with the RMs, BBC CreditManager and Credit and Counterparty Risk to address all material aspect of the request.5. Makes informed decision based on the information provided, ensuring compliance with the Banks loan policy,departmental procedures, and compliance regulations.6. Supports the management of the RMs portfolio by addressing covenant violations, completing annualreview/renewals, and identifying opportunities.EducationRequired Education or Equivalent Experience- Bachelors Degree required
  • 69. Required Experience- 10+ years of functional/professional experienceAdministrative/Technical Skills/ Other Information- Strong working knowledge of information and data processing systems including; FC8, AFS, eRam, Excel, Word, etc.- Proficient in evaluating business and credit reports- Thorough working knowledge of The Company Policy and Procedures- Thorough understanding of various regulatory/compliance policy and procedure including but not limited to FairLending, OFAC, Flood, Regulation O, highly leveraged transactions, etc.- Meet and/or exceed our Service Level Agreement commitment- Proficiency in MS Office and other system applications- Excellent written and verbal communication skills- Excellent organizational skillsMore About the Position40 Hours per WeekVisa Candidates Considered - NoThe Candidate5+ to 7 years of experienceManagement Experience Required - NoMinimum Education - Bachelors Degree
  • 70. Willingness to Travel - OccasionallySkills and Certifications (bold if required)C&I experienceThe Ideal CandidateThe ideal candidate has worked for these companies:Must have commercial credit underwriting exp. Specifically C&I deals. No one with just Commercial Real Estate orconsumer underwriting background will be considered.42202 Business Banking Relationship Manager IIIFinancial Services - Commercial BankingSales / Marketing - Business Development / New AccountsFull-timeUnited States - Iowa - Cedar Rapids - Cedar RapidsThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - No
  • 71. Detailed Company DescriptionPurpose StatementResponsible for the sourcing, securing, developing, and retaining profitable business banking relationships within theassigned region. Primary focus is on finding new business opportunities to sell the Banks products and services andretaining and expanding existing relationships. Responsible for contributing to the assigned Regions credit portfolioquality and processing of requests for credit extension, ensuring credit facilities are properly structured, priced anddocumented. Maintains and grows current relationships by presenting new lending opportunities and cross sellingbusiness and personal banking products to existing clients. Takes primary responsibility as the assigned officer for aportfolio of the most complex business banking or community market commercial relationships. May act in a leadcapacity over Associate Relationship Managers and Relationship Managers providing guidance and supporting workflow. This position is the most experienced level of Relationship Manager job family and is typically responsible for thelargest and most complex business banking and community market commercial relationships as applicable to the lineof business.Essential Job Functions1. Serves as primary contact with assigned prospective and current customers for all of the financial, banking, andinvestment counseling needs. Primary focus is on finding new business opportunities to sell the Banks products andservices. Conducts interviews with applicants to thoroughly understand current and prospective customers needs andtheir financial situation to market and sell additional Bank products and services. Visits applicants at their place ofbusiness to verify and better assess their current situation and future needs.2. Identifies business needs and corresponding sales opportunities bank-wide and actively promotes ways to increasecustomer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of thebank. This would include Deposit Products, Cash Management, Trade Services, Capital Markets products, loanproducts and personal banking products and services.3. Obtains financial statements, tax returns, and other credit information and maintains individual credit files for allexisting customers. Conducts analysis of pertinent credit information and/or credit checks.4. Works closely with central underwriting teams for new credit requests and renewals ensuring that all relevantfinancial and non-financial information is available to the underwriter.5. Generally underwrites new relationship credit requests for approval.6. Manages existing portfolio and stays informed on their condition is aware of developing trends in the market whichmay impact credit quality. Works closely with centralized underwriting and portfolio management teams to ensureresponsiveness to portfolio management needs and timeliness of reporting responses.
  • 72. EducationRequired Education or Equivalent Experience- High School Diploma or GED required- Bachelors Degree in Business or Finance required- Masters/Advanced Degree in Business or Finance preferredRequired Experience- Eight or more years of directly related experience- Some supervisory/managerial experience helpfulAdministrative/Technical Skills/ Other Information- Solid understanding of underwriting and analysis for small and mid-size companies of all complexities.- High degree of comfort and familiarity with use and application of commercial lending principles- Active understanding and ongoing use of Touchpoint, electronic underwriting systems and other enterprise levelsystems.More About the Position40 Hours per WeekVisa Candidates Considered - NoThis company is a great place to work because:
  • 73. The story of The Company is a rich tale of growth, progress and innovation spanning more than a century. For over135 years, listening and responding to the needs of our customers and communities has been central to our businessphilosophy. The Company is a premier financial services company that serves more than 2 million households in 19states, from California, the Pacific Northwest and the Southwest across the Rocky Mountains and Great Plains into theMidwest.With more than 700 banking locations across 19 states and a team of more than 10,000 employees, The Companyserves the banking needs of all major market segments - consumer, small, middle market, and large commercialenterprises, and government entities.Weve developed innovative products and services, and a sophisticated approach to credit. We always remember weare in a people business, and no matter how large we become, we never lose sight of the individual customer.The Company is fully owned by BNP Paribas, a European leader in global banking and financial services and one of the6 strongest banks in the world.The Candidate7+ to 10 years of experienceManagement Experience Required - NoMinimum Education - High School or EquivalentWillingness to Travel - OccasionallyPrincipal IS AuditorAccounting / AuditingFinance / Accounting - Internal AuditFull-timeUnited States - Delaware - Wilmington, DEThe CompensationBenefits - Full
  • 74. Relocation Assistance Available - Possible for the ideal candidateCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionLevel: Principal AssociateLocation: Wilmington, DECorporate Audit Services (CAS), the Internal Audit function within Capital One, is a dedicated group of auditprofessionals focused on delivering top quality assurance services to the organizations Audit and Risk Committee. TheCAS department is considered one of the leading internal audit functions within the financial services industry and ishighly regarded within Capital One. CAS professionals are experienced, well-trained and credentialed, and operatewithin a highly collaborative team environment to deliver value added opinions and recommendations. In addition,the CAS vision of Innovate Continually, Perform Brilliantly, and Set the Standard create a dynamic and challengingatmosphere for both personal growth and professional opportunity.Capital One is seeking an energetic, self-motivated IS Auditor interested in becoming part of our Corporate AuditServices team. As a member of the IS Audit team, the candidate will perform technical audits of IT controls,applications and projects, working closely with members of the IS, operational, and finance audit teams. Each auditassignment enables the candidate to demonstrate business, technical and industry knowledge while assessingbusiness risks, identifying key controls, and performing risk-based testing of application and general computercontrols. The candidate will also facilitate knowledge sharing of best practices and industry trends to team members,and contribute to thought leadership activities within the IS Audit team. The candidate will work independently, withguidance from Audit management as needed. Career development and growth opportunities exist through ourestablished training programs within the Corporate Audit Services team, as well as in IT and business functions. The
  • 75. candidate will be expected to maintain all organizational and professional ethical standards.Responsibilities:- Assigned to major components of technical and integrated application audits. Designs and performs appropriateaudit procedures and assists the Audit Manager in completing tasks related to risk assessments of business activitiesand engagement planning.- Executes and sometimes designs internal control testing for components of an audit, demonstrating a degree ofaudit expertise consistent with experience level. Understands the broader context and implications of the variousrisks affecting the business.- Works independently and utilizes judgment while under general supervision from the Audit Manager.- Leads smaller audits and work streams within a larger audit.- Establishes and maintains good auditee relations during engagements. Identifies the expectations of the auditee andtakes actions to support the auditee experience.- For major components of audits assesses relevancy of audit findings, potential exposures, materiality, improving ordeteriorating trends, and demonstrates awareness of big picture issues. Interprets business priorities, anticipatesissues and obstacles, and applies to scope of role. Identifies and implements efficiencies in executing test work.- Self-prioritizes and independently completes multiple tasks across the team and department. Demonstrates theability to successfully meet deadlines for the audit engagement.- Works well in a team, supports peers and their goals, and strives to improve team performance. Effectivelycollaborates with auditees, the IS audit team and other audit teams as necessary. Acts beyond own role andresponsibilities to help the wider team and stakeholders.- Delivers appropriate, succinct, and organized information while tailoring communication style to audience.Effectively communicates information, issues and audit progress to teammates, auditee, and Audit Manager.Effectively writes audit issues which clearly communicate the finding, risk, and recommendation.- Communicates the audit process, objectives and general scope of work to auditee. Regularly incorporates differentperspectives and provides grounded solutions and options.Basic Qualifications:
  • 76. - Bachelors Degree or military experience.- 2 years of experience as an IS Auditor (Information Systems Auditor)Preferred Qualifications:- Bachelors Degree in Auditing, Accounting, Finance, Economics, Information Systems or Business Administration- Certified or working toward a professional certification such as a CISA, CISSP, CIA or CPA.- 4 years of experience as an IS Auditor (performing technical IS audits)- 1 year experience in banking or financial services industry. Working knowledge of primary banking laws andregulations.- 1 year experience in supervising audit engagements.- Project Management and Time Management skills- Demonstrated analytical, critical thinking, and problem solving skills.- Strong communication skills, both written and verbal.At this time, Capital One will not sponsor a new applicant for employment authorization for this position.No agencies please. Capital One is an equal opportunity employer committed to diversity in the workplace. Wepromote a drug-free work environment. We emphasize recruiting, hiring, and retaining the most qualified candidatesand providing them with the opportunity to meet their potential. We provide an environment where differences leadto solutions.More About the Position40 Hours per Week
  • 77. Visa Candidates Considered - NoThis company is a great place to work because:The company has a great culture; opportunity for growth and advancement; great benefits; work/life balance.The Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallyCandidate Screening QuestionsDoes the candidate have a Bachelor Degree?Does the candidate have at least 2 years of experience as an IS Auditor (Information Systems Auditor)?Is the candidate certified or working toward a professional certification such as a CISA, CISSP, CIA or CPA?Does the candidate have at least 1 year experience in banking or financial services industry?Skills and Certifications (bold if required)CISACISSPCPACIA
  • 78. The Ideal CandidateCandidate would have IS/IT Audit experience from a bank or financial industry. Would have a certification; hasperformed technical IS audits; strong communication skills, both written and verbal; demonstrated analytical, criticalthinking and problem solving skills; project management and time management skillsThe ideal candidate has worked for these companies:Ernst & YoungDeloitte & TouchePwC - PricewaterhouseCoopersKPMGSenior Internal AuditorAccounting / AuditingFinance / Accounting - Internal AuditFull-timeUnited States - Georgia - Savannah - SavannahThe CompensationBenefits - FullRelocation Assistance Available - YesCommission Compensation - NoBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - YesDetailed Company Description
  • 79. Major Retailer looking for a dedicated Senior Internal Auditor to join our team at one of the largest chains in thevalue-priced urban apparel industry. We’re growing, so if you’ve ever wanted a chance to lead the way, this is it.SUMMARY: Responsible for assisting with the execution of the Internal Audit plan included but not limited toperforming internal audit testing for Sarbanes Oxley compliance and other internal audit procedures.RESPONSIBILITIES:1. Assist manager in Execution of the Annual Internal Audit Plan2. Planning and Executing Internal Audits in both Finance and IT disciplines3. Perform internal control testing for SOX compliance4. Maintain test plans and deficiency logs5. Assist other departments in understanding internal controls and help the departments to assess adequacy of theircontrols6. Assist in ad hoc internal audit projects7. Provide audit assistance to external auditors8. Perform store audit visits9. Other duties as assignedREQUIREMENTS:1. Bachelors degree in Accounting2. 5 years previous audit experience3. CPA/CIA/ CISA designation preferred4. Excellent interpersonal and communications skills and ability to deal effectively with a variety of people andsituations.
  • 80. 5. Ability to communicate effectively both orally and in writing6. Understand SOX requirements and guidelines7. Third Party Auditing Firm experience requiredOur Company is a great place to build a fun and rewarding career in retail! We believe in promoting from within, so,rest assured, if you show the initiative, there will be plenty of room to develop your career. We offer a competitivesalary and benefits package that includes health and dental insurance, paid vacation, a 401(k) plan, paid training, andmuch more. Ready for some rapid growth of your own?More About the Position40 Hours per WeekVisa Candidates Considered - NoThe Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallyStrategy and Business Development ManagerFinancial Services - Commercial BankingSales / Marketing - Strategy / Business Development
  • 81. Full-timeUnited States - Massachusetts - DedhamThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionStrategy & Business Development ManagerRESPONSIBILITIESThe Strategy & Business Development Manager will work closely with the Head of Distribution Strategy & Delivery insupport of various strategic planning and business development initiatives which may include:1) Developing and insuring execution of Market Playbooks which determine the banks integrated strategy andresource needs for each of the bank’s consumer banking markets.2) Developing and insuring execution of strategies to further integrate the various distribution channels
  • 82. 3) Leading various initiatives, in partnership with business line heads, to further our strategic objectives4) Identifying new market opportunities ahead of competitors through synthesizing market research, industry andcompetitive analyses, then developing competitive business plans that will drive profitable revenue growth.5) Helping design financial models that focus on growth opportunities and capital efficient investments.6) Insuring the execution of strategies by overseeing and building project plans, defining and measuring successcriteria, contact development, monitoring and reporting on key initiatives and interfacing with senior leaders withinCitizens Financial Group.Both strategic planning and business development activities require the ability to build awareness and buy-in from allareas across the organization. Establishing strong relationships and working closely with teams and colleagues fromacross the organization is critical for success.QUALIFICATIONS:10 years + of progressive Financial Services experience or management consulting with strategic planning, corporatefinance or comparable expertise. An in-depth understanding of Consumer Banking products is preferred. Depth ofknowledge in business strategy and corporate development.Strong analytical and financial skills. Ability to conduct comprehensive research then undertake sophisticated financialanalyses including valuation models, by both creating or using pre-existing models and spreadsheets.Demonstrated project management skills, with a proven ability to manage large, complex projects and associatedresources.
  • 83. Excellent written and oral communication skills. Ability to prepare presentations, thought pieces and plan andfacilitate meetings.Deep experience in working with LOB leaders in translating strategic initiatives into specific implementation plans. Aproven track record of engaging leaders across the enterprise in supporting new business launches, aligningenterprise capabilities, than leveraging teams to drive collaboration and performance.High energy level and strong work ethic and ability to work in a dynamic environment.BA/BS degree required, MBA preferred.This position is be based in Dedham, MA.More About the Position40 Hours per WeekVisa Candidates Considered - NoThe Candidate10+ to 15 years of experienceManagement Experience Required - YesMinimum Education - Bachelors DegreeWillingness to Travel - Occasionally
  • 84. Target Addl Comp - $20,000 - $30,000Operational Risk ManagerFinancial Services - OtherFinance / Accounting - Risk ManagementFull-timeUnited States - District of Columbia - Washington D.C.The CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionJOB INFORMATIONManage a unit whose staff identify, measure, and monitor the companys operational risk in how its transactions andinfrastructure function. Staff will assess risks from unauthorized trading, software or hardware failures, lack ofoversight of operations, or contingencies that would trigger disaster recovery programs. Assess threats to dataintegrity and security of networks and the consequences of failures or breaches. Additionally, staff will assess risksand coordinate broad participation from risk & controls subject matter experts relative to third party engagements.Recommend or implement risk mitigation strategies or practices.KEY JOB FUNCTIONS
  • 85. Confer with management of units whManage a unit whose staff identify, measure, and monitor the companysoperational risk in how its transactions and infrastructure function. Staff will assess risks from unauthorized trading,software or hardware failures, lack of oversight of operations, or contingencies that would trigger disaster recoveryprograms. Assess threats to data integrity and security of networks and the consequences of failures or breaches.Additionally, staff will assess risks and coordinate broad participation from risk & controls subject matter expertsrelative to third party engagements. Recommend or implement risk mitigation strategies or practices.ose operationalrisk is tracked to understand operational processes and to identify likely intersections, handoffs, bottlenecks andaccess points where operational risk is greater. Establish metrics for the business unit.Assign staff in assessing, measuring, and reporting operational risk, using established methodology and criteria. Assignand prioritize work to staff according to corporate standards and regulatory reporting requirements.Assess proprietary applications developed for staff to use in aggregating, analyzing, and assessing operational risk inthe course of studying assigned units. Suggest business or system requirements to technical staff for refinements ofthese applications.Prepare assessments or reports for business unit management, division or corporate management. Suggestadaptations to operational risk assessment tools, policies, or procedures based on empirical data generated bycurrent experience.Plan, document, and manage the performance of subordinate managers and/or staff. Provide for professional ortechnical growth through assignment, mentoring, or training.Represent the unit as an expert or resource to cross-functional project or coordinating teams.Coordinate with critical dependent organizations such as Procurement, Risk & Controls and Compliance teamsSPECIALIZED KNOWLEDGE & SKILLSRisk management experience; knowledge of operations; management experience; and technical expertise relative to
  • 86. systems development.Preferred: Risk and Information Systems Control (CRISC) or any mix of the following;Certified in the Governance of Enterprise IT (CGEIT) or CISA and/or CISM, CCSA, ITIL preferredMore About the Position40 Hours per WeekVisa Candidates Considered - NoThis company is a great place to work because:THE COMPANYOur company exists to expand affordable housing and bring global capital to local communities in order to serve theU.S. housing market. Today, our focus is on preventing foreclosures, making mortgages and rental housing asaffordable as possible, and supporting the housing recovery. We are rapidly building and realigning our company tobetter serve the market as we support the Administrations Homeowner Affordability and Stability Plan.Join our dedicated, diverse, high-performing workforce and put your unique talents to good use as we work with ourpartners to advance our nations housing recovery.The Candidate5+ to 7 years of experienceManagement Experience Required - NoMinimum Education - Bachelors Degree
  • 87. Willingness to Travel - NeverSkills and Certifications (bold if required)Certified in the Governance of Enterprise IT (CGEICRISC40805 - Senior Accounting ConsultantFinancial Services - OtherFinance / Accounting - AccountantFull-timeUnited States - California - Oakland/East Bay - San Ramon or San Francisco or Los AngelesThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - No
  • 88. Detailed Company DescriptionThe Accounting Consultant will partner with the Executive Compensation and HR Finance teams on benefitsaccounting and analysis activities. Specific focus areas for this role will include Long Term Incentive Plans (LTIP): stockand phantom stock based plans; Workers Compensation actuarial analysis and accruals; Deferred CompensationPrograms (DCP); annual and incentive compensation plans; retirement plan liabilities, contributions, and accruals; andother executive benefits.Demonstrated experience in working collaboratively with internal and external auditors, cross-functional teams,independent third-party advisors, IRS and FRB. Working knowledge of FAS 123R and Equity Administration,Investment accounting, Fair Value Accounting, Accounting Policies Maintenance and SOX Compliance. Demonstratedfamiliarity with public disclosure practices and annual report reviews.Responsible for supporting the Human Resources division on significant, complex transactions to ensure integrity andreliability of General Ledger balances and other accounting and financial reporting information in accordance withBancWest Accounting Policy and Generally Accepted Accounting Principles. Responsible for having a fullunderstanding and knowledge of Human Resources benefits and services and underlying processes and systems.Responsible for acting as the liaison between the Controllers Department and Human Resources for assignedresponsibilities, and will be the accounting expert for Human Resources. The Senior Business Group AccountingConsultant will work with the most significant and complex areas of bank accounting.Position Accountabilities1. Works with the Business Group to ensure General Ledger balances related to large or complex transactions areproperly stated in accordance with the BancWest Accounting Policy Manual and generally accepted accountingprinciples, and that major financial accounting procedures and controls are adequate.2. Responsible for developing and tracking benefit plan-related financials, including driving the development ofbenefit related budgets and projections; and monthly variance to budget and forecast reporting and analysis.Recommend to management corrective actions and develop benefit plan funding requirements.3. Works with the Business Group on implementation of changes to the Banks accounting policies, procedures andstandards.
  • 89. 4. Works with the Business Group to ensure employees are educated and well-informed of available financial reports,tools and databases associated with the General Ledger and operational systems.5. Works with the Business Group to provide guidance on and perform the appropriate preparation, review andapproval of accounting transactions and General Ledger account balances, including General Ledger reconciliationsand certifications.6. Advises project teams on specific accounting and internal control issues pertinent to new benefits andcompensation programs.7. Works with the Financial Systems Accounting area to ensure proper accounting for information from the varioussystems of record, including integrity of data, proper General Ledger coding, and proper application of accountingrules.8. Communicates impact of accounting policy changes to Business Group management.9. Assists with the response and resolution of accounting audit issues presented by PricewaterhouseCoopers,regulatory examiners and internal auditors.10. Maintains knowledge of current accounting practices and regulatory requirements.11. Performs other duties as assigned.Job SpecificationsReq Education or Equivalent Experience- Bachelors degree in accounting/finance or equivalent combination of education and experience
  • 90. Req Certifications/Licenses- Certified Public AccountantRequired Experience- Six to eight + years of professional level and progressive accounting experience with a Big 4 Accounting firm or tento twelve + years of professional level accounting experience- Three to five+ years of accounting and analysis experience with Human Resources managed benefits, expenses, andplansField of Experience- Thorough knowledge of US Generally Accepted Accounting Principles (GAAP) and regulatory accounting practices infinancial institutions- Experience in evaluating and implementing internal controls- Extensive understanding of bank operations and information systems- Experience in change management and cross-functional work teamsAdministrative/Technical Skills- Analytical and research skills- Bank product and service knowledge- Negotiation skills- Presentation skills- Team/consensus building- Time management- Use personal computer- Verbal and written communication skills
  • 91. Level Supervised- No direct supervisory responsibility- Will lead/supervise support and business group employees in a matrix situationPhysical Requirements- Sedentary Work: lifting a maximum of 10 pounds, frequent standing/walkingThe above statements are intended to describe the general nature and level of work being performed. They are notintended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel soclassified.More About the PositionVisa Candidates Considered - NoThe Candidate5+ to 7 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallySkills and Certifications (bold if required)Deferred COmpensationWorked with or in an HR/COmpensation specific envIncentivesFAS 123RSOX
  • 92. Target Addl Comp - $8,000 - $10,000Audit Sr. ManagerAccounting / AuditingFinance / Accounting - TaxesFull-timeUnited States - Arizona - PhoenixThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionThe Assurance Senior Manager is responsible for developing suggestions to improve client internal controls andaccounting procedures as well as advising the client on various economic and regulatory risks in a specific industryfield of expertise by identifying financial and non-financial performance measures, formulating and communicatingthe audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memoson engagements related to GAAP / GAAS issues.In this role, the Assurance Senior Manager is charged with marketing, networking and business development withinan area of expertise while maintaining key client relationships and acting as the primary contact for clients regardingcomplex questions and information.
  • 93. Additionally, the Assurance Senior Manager is a critical part of the offices / regions Assurance leadership team andwill be involved in the direct supervision, problem resolution and delegation stages of the overall audit.External Job Description - Essential Duties/FunctionsControl EnvironmentApplies advanced knowledge and understanding of the collective effect of various factors on establishing or enhancingeffectiveness, or mitigating the risks, of specific policies and procedures.- Applies an advanced understanding of objectives and components of the overall control environment andorganization,and supervisory controls- Validates and assesses effectiveness of internal control over financial reporting- Identifies and communicates to management and audit committee suggestions to improve client internal controlsand accounting procedures- Identify and delegates functions of the audit to the auditor in charge as deemed appropriate- Supervise the work of audit team and review workpapers and conclusions preferably onsite during audit field work- Provide on-the-job-training to the engagement staff during audit field work
  • 94. GAAPApplies advanced knowledge and understanding of governing principles; applying these principles to clienttransactions; and documenting and communicating an understanding and application of these principles.- Identifies and consults with clients on the impact of new accounting pronouncements- Presents and discusses alternative application of generally accepted accounting principles and argumentsfor/against such alternatives- Drafts complex financial statements and related footnote disclosures and effectively communicates these to client- Identifies complex accounting issues and forms and documents resolution, seeking counsel of company technicalexperts as neededSEC and PCAOBApplies advanced knowledge and understanding of SEC regulations and PCAOB guidelines, and documents andcommunicates the application of these principles.- Reviews SEC filings, including MD&A, financial statements and disclosures for appropriateness in form, content,completeness, and accuracy, and ensures that quarterly reviews are properly performed- Reviews required communications to the client and Audit Committee, ensuring their completeness, accuracy andcompliance with Firm and professional guidelines
  • 95. - Reviews Section 404 internal control audit work to ensure their completeness and compliance with Firm andprofessional guidelines- Ensures compliance with engagement independence requirements and consults internally as neededGAASApplies advanced knowledge and understanding of professional standards; application of the principles contained inprofessional standards; and the ability to document and communicate an understanding and application ofprofessional standards on an engagement.- Applies advanced knowledge of professional standards/practices, including GAAS and PCAOB in performing andsupervising work- Provides guidance to others and affirms conclusions made by others- Communicates matters required to be reported to the Audit Committee/Board and those charged with governance- Applies the use of efficiency tools such as statistical sampling, CAATS, etc.Methodology
  • 96. Applies advanced knowledge and application of company standards, policies and technology that guide effective andefficient delivery of quality services and products.- Conducts detailed review to assure audit is completed in accordance with assurance manual standards- Prepares or reviews required communications to management and audit committees, ensuring timeliness andcompleteness- Recommends appropriate outcomes to critical issues- Initiates and prepares client acceptance/retention procedures where appropriate- Plans the audit process and oversees the execution of procedures with quality, efficiency, and completeness despitepressures of deadlines- Executes proper company methodology including but not limited to proper archiving procedures- Considers Sarbanes-Oxley rules in understanding and executing service plans for combined 404 and financialstatement audits for public clientsResearchApplies methodology used to seek or maintain information from authoritative sources and to draw conclusions
  • 97. regarding a target issue based on that information.- Defines methodology to conduct research projects and completes in a timely manner- Applies advanced knowledge of all appropriate research tools and draws conclusions based upon appropriateresearch- Prepares memo supporting research/conclusions and consults with others if appropriate- Presents issues to RTD or concurring reviewer effectively and accuratelyOther duties as requiredSupervisory Responsibilities:- Sets the tone for teamwork by supporting others in their work and delivering on commitments made to the teammembers and clients- Supervision of managers, associates and senior associates on all projects- Review work prepared by managers, associates and senior associates and provide review comments
  • 98. - Act as a Career Advisor to associates and senior associates- Schedule and manage workload of associates and senior associates- Provide verbal and written performance feedback to associates and senior associates- Teach/coach managers, seniors and associates to provide on the job learningExternal Job Description - QualificationsEducation:- Bachelors or Masters degree in Accounting or equivalent- MBA/Masters in Accountancy is a plusExperience:- Seven (7) to ten (10) years prior work experience
  • 99. - Prior significant supervisory experienceLicense/Certifications:- Licensed CPA or international equivalentSoftware:- Experience in the use of various assurance applications and research tools as is appropriate for this level- Microsoft Office Products, including Windows, Word, Excel, and PowerPointOther Knowledge, Skills & Abilities:- Able to demonstrate strong leadership skills and be a role model to managers and staff- Advanced GAAP and GAAS knowledge
  • 100. - Sound working knowledge of SEC and PCAOB rules- Possess proven excellent verbal and written communication skills- Possess excellent people development and delegation skills, including training/instruction and engagementscheduling and budgeting- Possess executive presence - need to be able to be primary contact for the client, prepare and presentpresentations to clients and potential clients- Possess excellent client development/relationship-building skills- Possess excellent decision-making skills- Able to substantially take charge of entire simple engagement- Able to resolve complex accounting issues- Able to be responsible for business development and marketing- Has knowledge of and is able to promote the use of all company client service specialties/offerings, includingInternational and the Alliance- Able to be responsible for engagement profitability, including billings and collections, and maintaining engagementteam focus on productivity and efficiency
  • 101. More About the PositionVisa Candidates Considered - NoThe Candidate7+ to 10 years of experienceManagement Experience Required - YesMinimum Education - Bachelors DegreeWillingness to Travel - NeverSr. Tax AnalystAccounting / AuditingFinance / Accounting - TaxesFull-timeUnited States - Wisconsin - Green Bay/Appleton - NeenahThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidate
  • 102. Commission Compensation - NoBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - YesDetailed Company DescriptionJob OverviewResponsible for the following tax related issues including research, planning and preparation. Such reporting mayinclude any or all of the following: federal and state income tax and FAS109. Responsible for ensuring the recordsand returns comply with all federal, state and local regulations.Education/Experience- A minimum of a Bachelors degree in Accounting, Finance Business or related field or equivalent experience isrequired for this position; a CPA is required- Experience of 5 years is required for this position, assuming education requirements are met. Equivalent industryexperience of 5 or more years is highly desirableJob Responsibilities- Prepare income tax returns and do associated research and monitoring- Address complex federal and state tax issues such as Section 199, UNICAP, stock options- Prepare quarterly tax estimates and extensions- Assist with quarterly and year end income tax accrual- Handle audits and notices relating to income tax
  • 103. - Monitor, maintain and update tax calendar- Assist with tax department Sarbanes-Oxley compliance- Support compliance areas such as benefit plan, payroll, etc- Provide guidance on tax issues from supporting departmentsMore About the Position40-50 Hours per WeekVisa Candidates Considered - NoThe Candidate5+ to 7 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallyCandidate Screening QuestionsDoes the candidate have a Bachelors degree in Accounting or Finance Business?Does the candidiate have experience preparing/reviewing Federal and State income tax returns?Does the candidate have legal authorization to permanently live and work in the United States without visa oremployer sponsorship?Skills and Certifications (bold if required)Federal and State income taxSales and Use tax
  • 104. FAS 109 / ASC 740The Ideal CandidateThe ideal candidate has worked for these companies:PwCDeloitteErnst & YoungKPMGInternal Controls Processes IIIAccounting / AuditingFinance / Accounting - Internal AuditFull-timeUnited States - Virginia - Washington D.C.The CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company Description
  • 105. JOB INFORMATIONSenior Internal Controls Process Analysts work under the limited supervision of the Internal Controls Process Managerand participate in complex testing and reporting of internal controls over the companys financial reporting process.Senior Internal Controls Process Analysts apply understanding of the principles, concepts, practices and standards ofSarbanes Oxley compliance to evaluate, test and report over identified controls. In addition, Senior Internal ControlsProcess Analysts assist, when necessary, with research and analyses requested by management. Work assignmentsare completed with minimal supervision from the Internal Controls Process Manager. Work is moderate to high inscope and complexity. Knowledge is applied to independently resolve routine and non-routine issues and provideproject guidance and informal coaching to Internal Controls Process Analysts as needed.KEY JOB FUNCTIONSSuccessfully perform all key job functions of the Internal Controls Process Analyst role at a higher level of complexity,scope and autonomy.Controls Execution and Project ManagementAssist audit team members in understanding the key controls in eacharea; assist with Internal Audit development of the audit approach. Coordinate/partner with vendors supporting SOXtesting, as needed. Take ownership and independently manage subsets of internal controls-related projects (withminimal oversight form Internal Controls Process Manager).Conduct first-level review of Internal Controls Process Analyst work and documentation; leverage Internal ControlsProcess Manager guidance as needed.Conduct research for and respond to inquires from internal and external points of contact (as related to internalcontrol matters); advise management on significant matters regarding business, internal programs and activitiesrelated to internal control matters. Participate as a team member on projects at the highest level of technicalcomplexity.Track status of testing (to identify deficiencies) and remediation; lead monitoring status of remediation andsubsequent testing. Begin to consider how the internal controls environment of the organization can be improved;
  • 106. share recommendations with the Internal Controls Process Manager.People Management and DevelopmentProvide informal, day-to-day coaching and guidance to Internal ControlsProcess Analysts.Client Relationship ManagementBegin building and maintaining relationships with business partner managers andstaff. Provide advice and share Internal Controls knowledge with business partner, manager and staff to strengthengovernance, risk and controls environments, as appropriate.Performance MeasuresInternal Controls Process Manager feedback (i.e., Project Review and Coaching Notes)Peerfeedback Customer feedbackBudget and timeliness goalsInternal controls quality standardsSPECIALIZED KNOWLEDGE & SKILLSMS Excel, MS Access and/or MS ProjectExperience with Risk ManagementExperience with Technology FunctionsStrong communication skills with consultative approachGeneral understanding of Systems Development Life CycleExperience with Industry controls and frameworks for audit, risk, compliance, security, governance and/or enterpriserisk (COBIT, COSMore About the Position
  • 107. 40 Hours per WeekVisa Candidates Considered - NoThis company is a great place to work because:Our company exists to expand affordable housing and bring global capital to local communities in order to serve theU.S. housing market. Today, our focus is on preventing foreclosures, making mortgages and rental housing asaffordable as possible, and supporting the housing recovery. We are rapidly building and realigning our company tobetter serve the market as we support the Administrations Homeowner Affordability and Stability Plan.Join our dedicated, diverse, high-performing workforce and put your unique talents to good use as we work with ourpartners to advance our nations housing recovery.The Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - NeverSkills and Certifications (bold if required)MS Excel, MS Access and/or MS ProjectSystems Development Life Cycle
  • 108. Business Development Officer IIFinancial Services - Commercial BankingSales / Marketing - Business Development / New AccountsFull-timeUnited States - California - Oakland/East Bay - Oakland or Walnut CreekThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionPosition SummaryDevelops commercial banking business loans, deposits and fee income for the Regional Banking Group. Works inpartnership with CBO Managers and CBO Relationship Managers to develop new business relationships. Generallytargets companies with revenue from $10 to $50 million.
  • 109. Position Accountabilities1. Generates new business through prospecting, outside calling, networking and referrals. Makes a substantialnumber of outside, in-person calls on prospects and clients requiring extensive automobile travel.2. Works with the CBO Manager, CBO Relationship Manager and/or Branch Manager to develop and implementmarketing plans.3. Maintains working knowledge of commercial loans, business deposit products, foreign exchange, trade finance,cash management and investment referral opportunities.4. Ensures that sales-related processes comply with all laws and regulations.5. Manage the prospect data base for the assigned territory.6. Input all calling activity in the Touchpoint contact management system.7. Performs other duties as assigned.Job SpecificationsReq Education or Equivalent Experience- BA or BS degree or equivalent work experience.Required Experience
  • 110. - Ten + years banking and sales experience.Field of Experience- Working knowledge of banking products/services.Administrative/Technical Skills- Verbal and written communication skills.- Business development skills.- Leadership ability- Analytical skills.Level Supervised- No supervisory responsibilityPhysical Requirements- Sedentary Work: lifting a maximum of 10 pounds, frequent standing/walkingThe above statements are intended to describe the general nature and level of work being performed. They are notintended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel soclassified.More About the Position40 Hours per Week
  • 111. Visa Candidates Considered - NoThis company is a great place to work because:The Company is an institution whose history spans over 130 years, and whose geographical reach extends over 19states, as well as over 84 countries through our affiliation with BNP Paribas, one of the worlds six strongest banksaccording to Standard & Poors.From our earliest days as a community bank, our focus on relationships, exceptional customer service and being agood corporate neighbor has never wavered.Today, as one of the leading regional financial services companies in the nation, our team members are dedicated tobeing our customers trusted financial partners - whether theyre opening a first account, purchasing a home, runninga small business, or leading a large corporation.When you join The Company, you will be a part of an organization that has learned how to grow and adapt in an ever-changing environment. And most of all, you will become part of a company that recognizes that our success is rootedin our relationship banking model and in the satisfaction of our customers. Thats why The Company was ranked thehighest in customer satisfaction among retail banks in the West.The Candidate5+ to 7 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OftenAudit Senior - MiamiAccounting / Auditing
  • 112. Finance / Accounting - Internal AuditFull-timeUnited States - Florida - MiamiThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionThe Audit Senior will be responsible for coordinating the day-to-day in-charge duties of planning, fieldwork andwrap-up to include the preparing of financial statements with disclosures, applying most areas of GAAP as necessaryand documenting, validating, testing and assessing various control systems. This position is also responsible for actingas the client contact for basic questions and information and may be involved in reviews and agreed-upon procedureengagements.External Job Description - Essential Duties/FunctionsControl Environment
  • 113. Applies knowledge and understanding of the collective effect of various factors on establishing or enhancingeffectiveness, or mitigating the risks, of specific policies and procedures by:- Applies knowledge of transactional flow and key transactional cycles to complete audit work;- Documents, validates and assesses the design and operating effectiveness of the clients internal control system;- Identifies and communicates suggested improvements to client internal controls and accounting procedures in aneffort to reduces risk within the client organization;- Supervise and reviews the work of audit staffGAAPApplies knowledge and understanding of governing principles; applying these principles to client transactions; anddocumenting and communicating an understanding and application of these principles by:- Communicating financial statement disclosure requirements to clients;- Drafting complex sets of financial statements with disclosures;- Recognizing and applying new pronouncements to client situations;- Identifying, analyzing and discussing alternative generally accepted accounting principles with the Manager, Senior
  • 114. Manager and engagement partner and the client, as needed;- Identifying complex accounting issues and brings them to the attention of superiors for resolution;- Coaching less experienced team members in new areasSEC and PCAOBApplies knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicatesthe application of these principles by:- Reading and reviewing clients SEC filings, ensuring accuracy and completeness, and also ensuring that all financialinformation is documented in the workpapers and through appropriate testing;- Preparing required communications to the Client and the Audit Committee;- Planning and executing Section 404 internal control audits including obtaining an understanding of the controlenvironment, designing test plans, evaluating deficiencies and assessing the overall financial reporting controlenvironment.GAAS
  • 115. Applies knowledge and understanding of professional standards; application of the principles contained inprofessional standards; and the ability to document and communicate an understanding and application ofprofessional standards on an engagement by:- Formulating and communicating the audit plan;- Applying GAAS to a variety of complex issues and consults others as appropriate;- Employing audit skepticism and determining when to reduce or expand testing;- Utilizing BDO audit manuals as appropriate for the situation;- Documenting deviations from BDO policy, with approval.Methodology- Applies knowledge and application of BDO standards to guide effective and efficient delivery of quality services andproducts by:- Coordinating the day-to-day conduct of the audit plan by ensuring the field work is executed and completed asplanned, in accordance with timetable, with Firms policies and procedures and within budget;- Applying BDO audit approach and methodologies, including tools and technology, to execute the audit;
  • 116. - Identifying and proposing outcomes to critical issues.ResearchApplies methodology used to seek or maintain information from authoritative sources and to draw conclusionsregarding a target issue based on the information by:- Utilizing of internal and external research tools and selecting methodology for routine research requests;- Researching complex areas of accounting, forming an initial opinion on the correct treatment independently andconsidering and documenting the impact on the client and audit engagement;- Documenting and organizing complicated findings in a usable format, based on information obtained fromAccounting Research Manager, BDO Assurance Manual, Yahoo Finance, etc.;- Assisting the engagement manager with gathering appropriate information about the business and informationsystem, including the accounting system, to form an adequate basis for the preparation of the audit strategy;- Developing the draft Audit Engagement Planning Memorandum, audit programs and budgets;- Collaborating with the engagement manager to establish the responsibilities of individual audit staff for specificareas of audit work
  • 117. Supervisory Responsibilities:- Provides verbal and written performance feedback to Audit Associates- Supervises the work assignments of Audit Associates within assigned engagement teamOther duties as requiredExternal Job Description - QualificationsEducation:- Bachelors degree in Accounting or equivalent required- Masters degree in Accountancy preferredExperience:- Two (2) to three (3) years of prior experience in public accounting required
  • 118. - One (1) or more years of prior supervisory experience preferredLicense/Certifications:- CPA preferred- Actively pursuing completion of CPA licensing requiredSoftware:- Proficiency in Microsoft Office Suite, specifically Word, Excel and PowerPoint- Prior experience with various assurance applications and research tools beneficialOther Knowledge, Skills & Abilities:- Solid understanding and experience planning and coordinating the stages to perform an audit of a basic public
  • 119. and/or private company- Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS, Sarbanes-Oxley, etc).- Strong verbal and written communication skills with the ability to adapt style and messaging to effectivelycommunicate with professionals at all levels both within the client organization and the firm- Ability to successfully multi-task while working independently and within a group environment- Superior analytical and diagnostic skills and ability to break down complex issues and implementing appropriateresolutions- Capable of working in a demanding, deadline driven environment with a focus on details and accuracy- Solid project management skillsMore About the PositionVisa Candidates Considered - NoThe Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Bachelors Degree
  • 120. Willingness to Travel - OccasionallySkills and Certifications (bold if required)Masters degree in Accountancy preferredprior supervisory experience preferredCPA preferredActively pursuing completion of CPA licensingThe Ideal CandidateOther Knowledge, Skills & Abilities:- Solid understanding and experience planning and coordinating the stages to perform an audit of a basic publicand/or private company- Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS, Sarbanes-Oxley, etc).- Strong verbal and written communication skills with the ability to adapt style and messaging to effectivelycommunicate with professionals at all levels both within the client organization and the firm- Ability to successfully multi-task while working independently and within a group environment- Superior analytical and diagnostic skills and ability to break down complex issues and implementing appropriateresolutions- Capable of working in a demanding, deadline driven environment with a focus on details and accuracy
  • 121. - Solid project management skills**Financial Consultants Needed - Boston**Financial Services - Investment ManagementFinance / Accounting - Investment ManagementFull-timeUnited States - Massachusetts - BostonThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - YesBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionWe need to hire Financial Consultants immediatelySell a broad array of Investment & Insurance products to bank customers. Meet with customers to determineinvestments needs, recommend investment strategies and present investment choices. Call on potential clients tonew business by promoting CCOISC products and services. Develop and maintain solid working relationships withbranch personnel in assigned territory.
  • 122. Qualifications:Series 7 and 63, Life Accident & Health required.Series 24 & 65 a plus.Must have a Bachelors degree or equivalent work experience.3-5 years experience selling investment products, and excellent oral and written communication skills.A team orientation with a strong work ethic and entrepreneurial spirit are desired.Other Information:Hours per Week: 40Work Schedule: Monday-Friday 8:00AM-5:00PM-New hires will receive a draw based on their experience and current book of business-For candidates that are put into the interview stage, they will be required to show proof of income-New hires may be eligible for sign on bonusesMore About the PositionVisa Candidates Considered - NoThe Candidate2+ to 5 years of experience
  • 123. Management Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallyCandidate Screening QuestionsDoes your candidate have a series 7 & 63?Is your candidate bringing over a trailing 12 month performance over 150K?Did your candidate work at Bank?Is your candidate working at an Independent Wirehouse?BUSINESS DEVELOPMENT OFFICER-SBA --23273Financial Services - Commercial BankingFinance / Accounting - Credit / Lending / CollectionsFull-timeUnited States - California - Los AngelesThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - No
  • 124. Bonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionJob Summary:Initiate, negotiate, sell and package SBA -Govt loans. Cross sell business products to prospects and existingcustomers. Call on prospects to develop new business relationships.Major Responsibilities:80% Responsible for external sole sourcing SBA-Government lending loan within assigned territory. Identify andsolicit new business relationships. Interview new and existing loan applicants to gather information relative to theirbusiness needs, abilities and earnings to determine whether loans may be an acceptable risk. Assemble loan packagesand handle loan closing. Cross-sell business products to existing customers and prospect business customers throughan organized calling program. Generate qualified referrals to other bank departments, including consumer businessto the branches within assigned territory. Actively participate in external community activities in order to promoteour company and to develop a business referral network.20% Interact effectively with Business Banking Center in order to efficiently process all loan application requests.Work with the appropriate Business Banking Relationship Manager and /or Branch to assist in the seamless handofffor the branch to handle all future relationship management.QualificationsAdditional Information:Requirements Include: Requires a complete understanding of SBA- government type business loans. Requiredunderstanding of our business products and services. Requires a basic understanding of Small Business Lending andfamiliarity with the interpretation of business financial statements. Strong sales, service and organizational skills.Ability to close sales. Ability to recognize customer needs and match them to bank products. Effective communication
  • 125. with all levels of management. Reports to the SBA -Government Lending Manager.More About the Position40 Hours per WeekVisa Candidates Considered - NoThe Candidate5+ to 7 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallySkills and Certifications (bold if required)Requires a complete understanding of SBA- government type business loans
  • 126. 40881 Business Banking Relationship Manager IIIFinancial Services - Commercial BankingSales / Marketing - Business Development / New AccountsFull-timeUnited States - North Dakota - FargoThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionPurpose StatementResponsible for the sourcing, securing, developing, and retaining profitable business banking relationships within theassigned region. Primary focus is on finding new business opportunities to sell the Banks products and services andretaining and expanding existing relationships. Responsible for contributing to the assigned Regions credit portfolioquality and processing of requests for credit extension, ensuring credit facilities are properly structured, priced anddocumented. Maintains and grows current relationships by presenting new lending opportunities, cross selling, andother business to existing clients. Takes primary responsibility as the assigned officer for a portfolio of moderate tocomplex business banking or community market commercial relationships. This position is the mid-level of theRelationship Manager job family.Essential Job Functions
  • 127. 1. Serves as primary contact with assigned prospective and current customers for all of the financial, banking, andinvestment counseling needs. Primary focus is on finding new business opportunities to sell the Banks products andservices. Conducts interviews with applicants to thoroughly understands current and prospective customers needsand their financial situation to market and sell additional Bank products and services. Visits applicants at their place ofbusiness to verify and better assess their current situation and future needs.2. Identifies business needs and corresponding sales opportunities bank-wide and actively promotes ways to increasecustomer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of thebank. This would include Deposit Products, Cash Management, Trade Services, Capital Markets products, loanproducts and personal banking products and services.3. Obtains financial statements, tax returns, and other credit information and maintains electronic credit files for allexisting customers. Conducts analysis of pertinent credit information and/or credit checks.4. Works closely with central underwriting teams for new credit requests and renewals ensuring that all relevantfinancial and non-financial information is available to the underwriter.5. Generally underwrites new relationship credit requests for approval.6. Manages existing portfolio and stays informed on their condition is aware of developing trends in the market whichmay impact credit quality. Works closely with centralized underwriting and portfolio management teams to ensureresponsiveness to portfolio management needs and timeliness of reporting responses.EducationRequired Education or Equivalent Experience- High School Diploma or GED required- Bachelors Degree in Business or Finance required- Masters/Advanced Degree in Business or Finance preferredRequired Experience- Five or more years of directly related experience
  • 128. Administrative/Technical Skills/ Other Information- Solid understanding of underwriting and analysis for mid-size companies of all complexities.- Strong comfort and familiarity with use and application of commercial lending principles.- Active understanding and ongoing use of Touchpoint, electronic underwriting systems and other enterprise levelsystems.More About the Position40 Hours per WeekVisa Candidates Considered - NoThis company is a great place to work because:The story of The Company is a rich tale of growth, progress and innovation spanning more than a century. For over135 years, listening and responding to the needs of our customers and communities has been central to our businessphilosophy. The Company is a premier financial services company that serves more than 2 million households in 19states, from California, the Pacific Northwest and the Southwest across the Rocky Mountains and Great Plains into theMidwest.With more than 700 banking locations across 19 states and a team of more than 10,000 employees, The Companyserves the banking needs of all major market segments - consumer, small, middle market, and large commercialenterprises, and government entities.Weve developed innovative products and services, and a sophisticated approach to credit. We always remember weare in a people business, and no matter how large we become, we never lose sight of the individual customer.The Company is fully owned by BNP Paribas, a European leader in global banking and financial services and one of the6 strongest banks in the world.The Candidate5+ to 7 years of experience
  • 129. Management Experience Required - NoMinimum Education - High School or EquivalentWillingness to Travel - OccasionallySBA Business Development Officer IIFinancial Services - Commercial BankingSales / Marketing - Business Development / New AccountsFull-timeUnited States - Nebraska - Omaha - OmahaThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - YesBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionPosition Summary
  • 130. Generates SBA loans, deposits and fee income for the Regional Banking Group. Works in partnership with BranchManagers and Branch sales staff to develop new SBA business relationships. Responsible for originating and fundingSBA loans in designated area. Annual production objectives are generally around $10 million.Position Accountabilities1. Generates new business through prospecting, outside calling, networking and referrals. Makes a substantialnumber of outside, in-person calls on prospects and clients requiring extensive automobile travel.2. By year-end, achieves 100% of established annual production objective (APO) that will be determined at or near thebeginning of every year. Achieves at least 20% of the established APO in the first calendar quarter; 25% in the secondand third calendar quarters; and 30% in the fourth calendar quarter. The quarterly objectives are based onmanagements determination of the funding seasonally within the SBA industry.3. Develops and implements marketing activities within the budgetary constraints established by supervisor. Alsoworks with the Regional Manager and/or Branch Manager to develop and implement marketing plans. Marketing areais designated by the National Sales Manager. Marketing activities outside designated area will require supervisoryapproval.4. Works to foster new and expand existing customer relationships through cross-selling products and services.5. Develops and maintains a referral source database for both local and the bank overall SBA marketing purposes.6. Maintains and applies a thorough understanding of the banks credit policy, SBA eligibility and all necessarybusiness practices to ensure the submission of accurate and complete loan application packages.7. Actively participates in local SBA district functions with assigned marketing area.8. Provides management with input regarding current policies and practices.
  • 131. 9. Assists the bank in the promotion of all product lines offered in assigned market.10. Generates loans that maintain an acceptable level of performance. Assists special assets and credit services in anyrequested servicing action within assigned marketing area.11. Performs other duties as assigned.Job SpecificationsReq Education or Equivalent Experience- Bachelors degreeRequired Experience- Three to five years of calling experience with the financial services industryField of Experience- Thorough knowledge of SBA lending rules, regulations and practices.Administrative/Technical Skills- Verbal and written communication and presentation skills- Knowledge of Word and Excel
  • 132. More About the Position40 Hours per WeekVisa Candidates Considered - NoThis company is a great place to work because:The Company is an institution whose history spans over 130 years, and whose geographical reach extends over 19states, as well as over 84 countries through our affiliation with BNP Paribas, one of the worlds six strongest banksaccording to Standard & Poors.From our earliest days as a community bank, our focus on relationships, exceptional customer service and being agood corporate neighbor has never wavered.Today, as one of the leading regional financial services companies in the nation, our team members are dedicated tobeing our customers trusted financial partners - whether theyre opening a first account, purchasing a home, runninga small business, or leading a large corporation.When you join The Company, you will be a part of an organization that has learned how to grow and adapt in an ever-changing environment. And most of all, you will become part of a company that recognizes that our success is rootedin our relationship banking model and in the satisfaction of our customers. Thats why The Company was ranked thehighest in customer satisfaction among retail banks in the West.The Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Bachelors Degree
  • 133. Willingness to Travel - OftenPARTNER- REAL ESTATEAccounting / AuditingFinance / Accounting - AccountantFull-timeUnited States - Massachusetts - Boston North - Woburn, MAThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidateCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - YesDetailed Company DescriptionWe are seeking an established leader to join our growing Real Estate Group as a partner or principal on partner track.Our ideal candidate will bring technical and business development expertise to our real estate practice and help tolead the group to continued future success.More About the PositionVisa Candidates Considered - NoThis company is a great place to work because:
  • 134. Our company is an independent, regional certified public accounting and business consulting firm that specializes inprivately-held commercial businesses, real estate entities and high net worth individuals and family groups (privateclients). We are proud to have been named one of the Best Accounting Firms to Work for in 2012 by AccountingToday and a 2012 Best of the Best Firm by Inside Public Accounting.The Candidate15+ years of experienceManagement Experience Required - YesMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallySkills and Certifications (bold if required)Is this person a CPA?Do they have significant CPA firm experience?The Ideal CandidateOur ideal candidate will be a partner or principal/senior manager with partner potential in an established CPA firm.They will be a proven leader that can help lead our real estate practice now and into the future.*** Please do not post compensation on any job boards for postings*********The ideal candidate has worked for these companies:Big 4 accounting firm or established regional accounting firm with a real estate practice.41295 - Market Leader- Wealth Management GroupFinancial Services - Investment Banking
  • 135. Finance / Accounting - Financial Planning / AdvisingFull-timeUnited States - Nebraska - OmahaThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidateCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionBe a part of one of the fastest growing businesss at The Company by managing the business and the Private ClientAdvisors within our Wealth Management Group!The Company Wealth Management provides wealth planning consulting, investment management, personal banking,and trust services. The group is part of BNP Paribas global wealth management business of more than 6,000professionals worldwide with nearly $10 billion** in assets under management in the United States.We offer an exceptional benefits program, including a 401k plan that matches 100% on the first 6%, careeradvancement and a competitive compensation package.Purpose Statement:The Market Leader will manage, support and guide the Private Client Advisors (PCA)s in their market with the
  • 136. onboarding, development, and retention of all client relationships. Additionally they are responsible for managingtheir PCAs in the identification and evaluation of loans and deposits business opportunities, trust/fiduciary, andinvestment management opportunities, and ensuring the existence of proactive relationship plans and salesmanagement practices that maximize the profitable and client development potential of each offices local marketRequired Education or Equivalent Experience:- Bachelors Degree in Finance, Accounting, Business or related field required- Masters/Advanced Degree in Business Administration or Finance preferred- Required license(s) or certifications FINRA Series 7, 65 or 66 and Life InsuranceRequired Experience- 8+ years of specialized wealth management experience, such as in the fields of private client advisory, trustadministration and investment management- 2+ years Private Banking lending, sales and services, and portfolio management experience- 2+ years of supervisory or managerial experienceMore About the Position40+ Hours per WeekVisa Candidates Considered - NoThis company is a great place to work because:The Company founded in 1874, a $59 billion-asset The Company offers a full range of personal, commercial, wealthmanagement and international banking services. We are a prominent West Coast based Regional Bank with over 735branches in 19 states with global financial support. BNP Paribas is our parent company headquartered in Paris, Franceand is the 6th largest financial institution in the world! We run our business pretty independently of our parentcompany.
  • 137. Our philosophy is to do the RIGHT thing for the customer- we have no proprietary products and offer a broad list ofproducts and services to choose from. We foster a team environment one in which embraces being open,straightforward, entrepreneurial and optimistic. We enjoy helping others, sharing our expertise and providing greatservice.Our Vision:We are building toward a next generation model in Wealth Management that allows us to tell clients:We pledge every day to keep your perspective at the core of everything we do, as we develop wealth planningstrategies and solutions uniquely tailored for you.We strive to provide an exceptional customer experience by embracing the best of new ideas and bringing togetherthe right insights, expertise, services and products -- all while using the best of proven new technologies and practicesto provide you a choice of ways to manage your wealth that fit your lifestyle.Our commitment and focus on doing the right thing for customers/empower employees, do not micro-manage/friendly/open culture/growth oriented/value diversity/one team which supports each other.We are a Regional Bank with Global Financial support with a tradition of service that never allows us to lose site of theindividual customer. Company embraces your individual entrepreneurial spirit and career growth and offerscomprehensive and generous benefits package including an AWESOME 401K plan which you are immediately eligibleto participate with matching 100% up to 6% of your investment.The Candidate7+ to 10 years of experienceManagement Experience Required - YesMinimum Education - Bachelors DegreeWillingness to Travel - Often
  • 138. Skills and Certifications (bold if required)series 7, 65 or 66 & Insurance LicensesThe Ideal CandidateRequired Education or Equivalent Experience:- Bachelors Degree in Finance, Accounting, Business or related field required- Masters/Advanced Degree in Business Administration or Finance preferred- Required license(s) or certifications FINRA Series 7, 65 or 66 and Life Insurance- 8+ years of specialized wealth management experience, such as in the fields of private client advisory, trustadministration and investment management- 2+ years Private Banking lending, sales and services, and portfolio management experience- 2+ years of supervisory or managerial experienceOpen Minded, client centric, team player, consenus builder, proven ability to build partnerships in a bankingenvironment, consultative selling in advisory role, and a successful track record in managed money sales.The ideal candidate has worked for these companies:Wells FargoUnion BankUS BankCitiBankChaseUS Trust
  • 139. BofA/Merrill LynchAudit ManagerFinancial Services - OtherFinance / Accounting - Internal AuditFull-timeUnited States - Virginia - McLeanThe CompensationBenefits - FullRelocation Assistance Available - YesCommission Compensation - NoBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionJob DutiesJob Duties include the following but are not limited to:-Managing engagement team productivity levels.-Communicating issues with the client, obtaining acceptable agreed-upon actions, and demonstrating proficiency indefusing difficult situations.
  • 140. -Managing multiple complex projects simultaneously.-Preparing or reviewing the multiple draft audit reports.-Performing resource allocation and scheduling.-Assisting with Audit Committee reporting and annual planning process.Basic Requirements-Typically has 8 to 10 years of experience,, including 6+ years of previous experience in public accounting or internalaudit; other relevant experience may be considered.-Experience conducting audits in the following areas: derivatives, counterparty credit, retained and debt portfolios,and securities.-Experience in Operational and Financial Statement auditing.-Requires CIA or CPA certification.-Demonstrates proficiency in audit methodology and risk/controls assessments.Preferred Skills-Big 4 experience is highly preferred.More About the PositionVisa Candidates Considered - NoThis company is a great place to work because:No travel required.Work/life balance.Support of CIA, CPA, CISA, CISSP, and CFA preparation, certification, and continued professional education.
  • 141. Room for career growth and advancementConmpany with a great missiThe Candidate7+ to 10 years of experienceManagement Experience Required - YesMinimum Education - Bachelors DegreeWillingness to Travel - NeverSkills and Certifications (bold if required)CPA or CIABig 4 Audit experienceFinancial services experienceUnderstanding of derivatives/MBSThe Ideal CandidateOur ideal candidate would have significant experience auditing financial services firms at a big 4 public accountingfirm and had exposure to audits of derivatives, counterparty credit risk, fixed income (MBS) instruments, etc. Musthave strong communication skills.The ideal candidate has worked for these companies:
  • 142. Big 4 Public Accounting FirmsFinancial Services FirmsRegional Accounting FirmsConsulting FirmsInvestment Banks**Financial Consultants - Top Producer** - ChicagoFinancial Services - Investment ManagementFinance / Accounting - Financial Products Sales / BrokerageFull-timeUnited States - Illinois - ChicagoThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - YesBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionWe need to hire Financial Consultants immediatelySell a broad array of Investment & Insurance products to bank customers. Meet with customers to determineinvestments needs, recommend investment strategies and present investment choices. Call on potential clients tonew business by promoting CCOISC products and services. Develop and maintain solid working relationships with
  • 143. branch personnel in assigned territory.Qualifications:Series 7 and 63, Life Accident & Health required.Series 24 & 65 a plus.Must have a Bachelors degree or equivalent work experience.More About the PositionVisa Candidates Considered - NoThe Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallyTop Producing Mortgage Loan Officer - WestchesterFinancial Services - MortgageRoot of Jobs - Finance / AccountingFull-timeUnited States - New York - White PlainsThe CompensationBenefits - Full
  • 144. Relocation Assistance Available - NoCommission Compensation - YesBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionResponsibilities:We are a top Lender in the Mortgage sector and is focused on growing our market share in the states we currentlyoperate. We are currently hiring talented Mortgage Loan Officers who proactively identify, develop and maintain aquality network of business relationships that serves as a source of referrals for new mortgage lending opportunities.External relationships are the cornerstone of generating new business and may consist of realtors, builders,professional and personal contacts. Our Loan Officers are encouraged to participate in business related developmentopportunities, community efforts to promote home ownership and professional organizations. You will beresponsible for interviewing new and existing customers to determine their loan needs and advising those customersof appropriate products, terms, and pricing, while gather any additional required information. It will be necessary togenerate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meetingsales goals and objectives.Qualifications:BA/BS degree or equivalent experience in residential mortgage sales preferredThree plus years of retail residential mortgage sales experienceDocumented residential mortgage loan volume in the past 12 months of $15 million (minimum)Established relationships with local referral networksAbility to communicate clearly and effectively, both verbally and in writing, across a variety of audiences
  • 145. Strong computer skills and experience utilizing laptop technologySuccessful candidate must meet and comply with all requirements for Mortgage Loan Originators set forth in the SAFEAct, including, but not limited to successful completion of the required background checks and obtaining a UniqueIdentifier from the NMLRSMore About the PositionVisa Candidates Considered - NoThe Candidate5+ to 7 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallyPortfolio Manager/Senior Quantitative ResearcherFinancial Services - Investment ManagementFinance / Accounting - Cash Management / PortfoliosFull-timeUnited States - Illinois - ChicagoThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidateCommission Compensation - No
  • 146. Bonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionPortfolio Manager | Quantitative Researcher | Systematic TraderReporting to the Manager, the Portfolio Manager/Quant Researcher and Systematic Trader will manage andcoordinate systems projects. Responsibilities include serving as Portfolio Manager who ensures that trading systemsbehavior and operation are in accordance with trading models and specifications, and recommends changes on an asneeded basis. The individual will also be a member of the research team; and will contribute to the enhancement,development and implementation of trading models and systems. The individual will provide input and assistance tomanagement, traders and computer technology personnel. The position requires 3-5 years experience in portfolioconstruction of systematic models in a futures trading related environment. This position offers an excellentopportunity to share in the growth of a five year old company that respects and rewards hard work, ingenuity andteamwork.Responsibilities include but are not limited to:- Maintain and monitor the integrity of portfolio/models on a daily basis.- Develop, coordinate, and manage activities related to implementing trading systems and models.- Manage, analyze and provide recommendations to revise existing program models.- Manage projects in a highly effective manner.- Accomplish projects and tasks successfully without clear lines of authority.- Handle multiple tasks and assignments simultaneously.- Complete other responsibilities as designated in managements discretion.Competencies/Skills/Knowledge:- Background in futures pricing of all global markets is required.- Solid knowledge of spread trading (Inter market in the Commodities and Interest rate Futures and Intramarket for allspreads).
  • 147. - Background in historical analysis of futures data for diverse markets spanning many years.- Proficiency and experience in back testing and statistically validating models and systems.- Strong data analysis skills. Knowledge in programming languages is a plus.- Strong ability and desire to work as part of a team.- Ability to set and manage priorities judiciously.- Strong project management and planning skills.- Proven and effective leadership.- Ability to successfully work independently.- Outstanding organizational and time management skills- Ability to coordinate resources and relationships outside of direct lines of responsibility.- Paying meticulous attention to detail.- Strong Microsoft Office Suite skills (Excel, Word)- Strong communication skills.Requirements:The position requires 3-5 years of experience in portfolio construction of systematic models in a futures tradingrelated environment. Demonstrated performance in generating P&L. Bachelors Degree is required. Educationalbackground in mathematics, statistics or engineering is preferred.A growing Chicago-based managed futures investment manager specializing in global macro and systematic tradingmodels. The firm is a registered Commodity Trading Advisor / Commodity Pool Operator and manages client assets forHigh Net Worth individuals, institutions and public Mutual Funds and is positioned for significant growth.More About the PositionVisa Candidates Considered - YesThis company is a great place to work because:This position offers an excellent opportunity to share in the growth of a five year old company that respects andrewards hard work, ingenuity and teamwork. The company offers a competitive compensation package.
  • 148. The Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallyThe Ideal CandidateStrong data analysis and communication skills. Knowledge in programming languages is a plus. Background in futurespricing of all global markets is preferred. Has a good knowledge of spread trading (Inter and Intra market) in theCommodities and Interest rate Futures.The ideal candidate has worked for these companies:Winton CapitalQIMBlue CrestTransTrendCampbell & CoMan AHLGraham Capital39784 - Financial Analyst IVFinancial Services - OtherFinance / Accounting - Other Finance / AccountingFull-time
  • 149. United States - California - Oakland/East Bay - San RamonThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionResponsible for providing financial analysis in support of the banks financial planning and capital budgeting process,business unit profitability, product profitability, product pricing and business metrics. Performs a variety of highlycomplex and diverse analytical duties including the collection and analysis of financial data from reports and varioussources; performs statistical analyses. Serves as a consultant to management. May act in a lead capacity.Essential Job Functions1. Analyzes proposed plans including pricing, products, programs, and investments to determine costs and profit;analyzes results of proposals implemented.2. Conducts research and complex studies involving financial analysis, strategic planning, and cost allocations.Prepares management reports and makes presentations on study results.3. Prepares the evaluation of vendor pricing methods and pricing alternatives.4. Periodically reviews and evaluates actual financial performance of the Banks business units and performs variancesanalysis relative to plan.5. Analyzes and interprets financial data and compiles statistical reports on current financial developments, businessmetrics, financial policies and plans, and significant organization developments.
  • 150. 6. Assists in the development and implementation of customer and product profitability in conjunction with variousother units.7. Researches relevant business developments in the organization and/or within the industry.8. Assists with the integration of acquired entities into the unit profitability reporting and budgeting processes.9.EducationRequired Education or Equivalent Experience- Bachelors Degree in required- Masters/Advanced Degree preferred- Required license(s) or certification(s) CPARequired Experience- Seven to ten years of experience in banking/financial services industry preferred; Six to eight years of financialanalysis experienceAdministrative/Technical Skills/ Other Information- Thorough knowledge of financial and cost accounting, financial analysis and principles of economics- Thorough knowledge of financial institution balance sheet and profit and loss analysis techniques- Thorough understanding of regulatory issues such as capital issues and GAAP accounting issues as they relate to thebanking industry- Thorough understanding and application of principles, standards, industry practices, techniques and concepts, aswell as contributing to the development of new concepts, techniques and standards- Exercises judgment in selecting methods, techniques and evaluation criteria for obtaining results- Demonstrated ability to develop solutions to highly complex and diverse analytical problems which requires an in-
  • 151. depth evaluation of variable factorsLevel Supervised- May act in a lead capacity/instructional role for employees; May lead employees on projectsMore About the Position40 Hours per WeekVisa Candidates Considered - NoThe Candidate5+ to 7 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallySkills and Certifications (bold if required)CPAThe Ideal CandidateWe are looking for someone with advanced analytical capability. Not just someone who can pull information togetherbut manipulate the data and make it make sense to defferent audiences.Director, Financial Planning & AnalysisInsuranceFinance / Accounting - Financial Analysis / Research/Reporting
  • 152. Full-timeUnited States - Florida - Gainesville/Jacksonville/Ocala - Jacksonville, FLThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidateCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionWe are a leader in the Property and Casualty personal lines insurance industry, is seeking an experienced Director ofFP&A for its largest operating company, Our Preferred. The position is located at Our Preferreds headquarters inJacksonville, Florida. Our Preferred has nearly $1 Billion in annual written premiums with 750,000 policies in forceand writes business through 2,600 independent agents. Relocation assistance available for the right candidate!Job Summary:In this position, which reports to the CFO, you will:(a) Direct the activities of the FP&A team (4 analysts) in managing the companys monthly/quarterly financialreporting and analysis processes for our Preferred management and Corporate Parent.
  • 153. (b) Direct and coordinate annual P&L and Expense planning processes and activities to ensure a cohesive, sound &quality Plan, and that all plan deliverables are met in an effective and timely fashion.(c) Director and 4 financial analysts provide reporting and analysis support to operational/functional management.(d) Play a key role in enhancing the overall Finance Depts automation capabilities by leveraging a relatively new toolfor the department (Hyperion Essbase).(e) Serve as liaison to the P&C Group Accounting organization.Position Qualifications:-Minimum of 8-10 years of financial planning, analysis & management reporting experience.-Requires a very strong knowledge and understanding of FP&A techniques.-Minimum of 4-5 years of experience managing senior financial analysts and financial analysts.-Property/Casualty insurance industry experience is a MUST HAVE REQUIREMENT.-Advanced skills in Excel are required.-Strong familiarity with GAAP accounting.-Prefer experience with Access. Ideal experience will also include Oracle/Hyperion Essbase OR SIMILAR product(s).-Experience in a supervisory/management capacity for FP&A processes in a large corporate environment.-Bachelor in Accounting or Finance required, or equivalent related work experience. MBA in Finance preferred.Our employees enjoy great Benefits-Choice of healthcare plans-Choice of dental plans
  • 154. -Flexible paid time off program-Business casual dress-401(k) with matching-Defined Contribution Retirement Plan-Employee referral bonuses-Education assistance-Certification assistance-Charitable givingWe value diversity and strive to be an employer of choice.An Equal Opportunity Employer, M/F/D/VMore About the PositionVisa Candidates Considered - NoThe Candidate5+ to 7 years of experienceManagement Experience Required - YesMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallyThe Ideal Candidate
  • 155. The ideal candidate has worked for these companies:P/C companyaFinancial Analyst IIIFinancial Services - OtherFinance / Accounting - Financial Analysis / Research/ReportingFull-timeUnited States - District of Columbia - Washington DCThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - YesDetailed Company DescriptionJOB INFORMATION
  • 156. Examine financial asset, real asset, inventory of assets or class of assets. Determine cash flow, costs, profit margins,future cash flows, and alternatives based on varying assumptions and projected market or economic conditions. Usefinancial analytical tools to make projections of prospective financial performance. May use advanced or proprietaryanalytical tools pertinent to very specific class of assets or more complex economic operating conditions.KEY JOB FUNCTIONSAnalyze financial data for prospective purchase, asset allocation, fee generation or other cash flow, using typicallyindustry/company standard analytical tools or measures.Contribute analyses to report being prepared for business unit management to aid in making financial, client,acquisition, or other business decision.Confer with business unit management and staff to acquire operating or financial data for analysis. Using this data,conduct standard or ad hoc analyses to satisfy variety of management objectives.Participate in or lead month end analyses to summarize, reconcile, and report financial data from transactions, feepayments, accruals, or other cash flows, to identify or track trends. Consolidate work done by other analysts into finalreport.Assess data retrieved from archive or data warehouse for data integrity for analytical purposes; sort, partition orsegment data for further analysis by self or others.Develop queries to obtain financial data requested by users in the business unit. Coordinate development of datafiles, testing and validation in the acceptance phase, and migration of data requirements to production phase of theapplication life-cycle.May conduct specific analyses of financial or operating data to satisfy certain regulatory requirements or to establishrequired internal controls over business processes.
  • 157. SPECIALIZED KNOWLEDGE & SKILLSStrong analytical skills; ability to gather and analyze financial and operational data.Previous accounting or audit experience is a plus.Ability to perform in high pressure environment.Ability to multi-task and prioritize. Strong project management skills a plus.Cross-functional business skills, excellent facilitation and communication skills, strong influencing skills, and ability toeffectively present to and work with senior management.Prior experience with reporting and forecasting in FP&A environment.Advanced MS Office skills (PowerPoint, Excel, e.g. vlookups, pivot tables, advanced calculations and formulas).Strong leadership skills and ability to interact with management at all levels.Prior experience with Hyperion and Essbase is preferred, but not required.More About the Position40 Hours per WeekVisa Candidates Considered - No
  • 158. This company is a great place to work because:THE COMPANYOur Company exists to expand affordable housing and bring global capital to local communities in order to serve theU.S. housing market. Today, our focus is on preventing foreclosures, making mortgages and rental housing asaffordable as possible, and supporting the housing recovery. We are rapidly building and realigning our company tobetter serve the market as we support the Administrations Homeowner Affordability and Stability Plan.Join our dedicated, diverse, high-performing workforce and put your unique talents to good use as we work with ourpartners to advance our nations housing recovery.The Candidate5+ to 7 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - NeverSkills and Certifications (bold if required)Prior experience with reporting and forecasting in
  • 159. Manager MSP (Medicare Secondary Payer)InsuranceFinance / Accounting - Internal AuditFull-timeUnited States - Indiana - IndianapolisThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionBring your expertise to our innovative, achievement-driven culture, and you will discover lasting rewards and theopportunity to take your career further than you can imagine.This person is responsible for planning, organizing, training, and leading Medicare Secondary Payer and Overpaymentand Recovery activities for company as required by the Centers for Medicare & Medicaid Services (CMS).
  • 160. Primary duties may include, but are not limited to:-Oversees staff responsible for coordination of benefits, subrogation, education, auditing, overpayment recovery,compliance and financial reporting.-Collaborates with finance to perform reconciliations, analyses and trending and for managing the Part A cost reports.-Develops and submits reports to CMS.-Process debt verifications as required.-Develops departmental policies and procedures.-Provides quality control services.-Performs audits to ensure passage of CMSs Contractor Performance Evaluation, external audits, and CMS standards.-Hires, trains, coaches, counsels, and evaluates performance of direct reports.QualificationsRequires a BS/BA degree in a related field; 5+ years of management experience in company operations with anunderstanding of CMS regulations; or any combination of education and experience, which would provide anequivalent background. MBA preferred. Ability to travel 15% of the time is required.More About the PositionVisa Candidates Considered - NoThe Candidate5+ to 7 years of experienceManagement Experience Required - NoMinimum Education - Bachelors Degree
  • 161. Willingness to Travel - OccasionallyTop Producing Mortgage Loan Officer - NJ SouthernFinancial Services - MortgageRoot of Jobs - Finance / AccountingFull-timeUnited States - New Jersey - SouthernThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - YesBonus Eligible - NoOvertime Eligible - No
  • 162. Interview Travel Reimbursed - NoDetailed Company DescriptionResponsibilities:We are a top Lender in the Mortgage sector and is focused on growing our market share in the states we currentlyoperate. We are currently hiring talented Mortgage Loan Officers who proactively identify, develop and maintain aquality network of business relationships that serves as a source of referrals for new mortgage lending opportunities.External relationships are the cornerstone of generating new business and may consist of realtors, builders,professional and personal contacts. Our Loan Officers are encouraged to participate in business related developmentopportunities, community efforts to promote home ownership and professional organizations. You will beresponsible for interviewing new and existing customers to determine their loan needs and advising those customersof appropriate products, terms, and pricing, while gather any additional required information. It will be necessary togenerate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meetingsales goals and objectives.Qualifications:BA/BS degree or equivalent experience in residential mortgage sales preferredThree plus years of retail residential mortgage sales experienceDocumented residential mortgage loan volume in the past 12 months of $15 million (minimum)Established relationships with local referral networksAbility to communicate clearly and effectively, both verbally and in writing, across a variety of audiencesStrong computer skills and experience utilizing laptop technologySuccessful candidate must meet and comply with all requirements for Mortgage Loan Originators set forth in the SAFEAct, including, but not limited to successful completion of the required background checks and obtaining a UniqueIdentifier from the NMLRSMore About the Position
  • 163. Visa Candidates Considered - NoThe Candidate5+ to 7 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallyTarget Addl Comp - $10,000 - $400,000Compliance Officer - Privacy NDIPFinancial Services - OtherFinance / Accounting - Risk ManagementFull-timeUnited States - California - San RamonThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidateCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company Description
  • 164. The Compliance Officer III will support the assigned Regional Banking Group (RBG) Compliance Manager by helpingresearch and analyze pending/new/changed regulations, including related to the Dodd-Frank Act, and determiningnew requirements necessary for RBG to comply. The Compliance Officer III will also help monitor RBGs compliancewith Regulation W, Non-Deposit Investment Products requirements, and other assigned regulations. The ComplianceOfficer III will participate in business-as-usual compliance activities, special compliance projects and initiatives, and adhoc assignments.In this role you will:1. Proactively monitor and analyze pending/new/changed regulations, guidances, enforcement actions and industrytrends impacting RBG.2. Participate in assigned implementation projects required for RBG to comply with new/changed laws andregulations. Research regulatory requirements and provide guidance to RBG personnel and other team member, atthe direction of the RBG Compliance Manager.3. Act as compliance representative for assigned new business initiatives and special projects, providing complianceguidance to project teams in coordination with the RBG Compliance Manager.4. Assist with development, revision and review of policies, procedures, disclosures, training materials and othercommunications to help ensure compliance. Work with RBG management, staff and other groups to ensureunderstanding and implementation of changes needed to comply.5. Help analyze new and existing processes and products following the Compliance program framework (riskassessment, documentation and evaluation of controls) to determine the effectiveness of RBGs compliance withregulatory requirements, internal policies and best practices. Propose and help implement solutions for gapsidentified.6. Assist with fulfilling requests for information during audits, regulatory examinations, and other reviews which mayaffect RBG.9. Liaise with other risk and compliance groups.
  • 165. 10. Collaborate with other Bank units to analyze and investigate issues and identify and implement solutions.Qualifications:- Bachelors Degree or equivalent professional experience- Legal or paralegal studies highly desirable- CRCM, equivalent professional certification, or commitment to obtain CRCM- 7-10 years combined retail banking and Compliance/Audit/Risk Management/Regulatory Examination/PublicAccounting experience- Strong knowledge of consumer and small business-related banking products and services, cross-sell activities withaffiliates, and related regulations including Privacy and Non-Deposit Investment Products- High-performing professional with ability to work effectively, efficiently and accurately with minimal supervision- Excellent oral, written, interpersonal and analytical skills- Ability to work collaboratively or as a sole contributor- Skilled at balancing and completing a high volume of priorities and deliverables- Microsoft Office, Excel and PowerPoint skillsMore About the Position40 Hours per WeekVisa Candidates Considered - NoThe Candidate5+ to 7 years of experienceManagement Experience Required - NoMinimum Education - Bachelors Degree
  • 166. Willingness to Travel - OccasionallyThe Ideal CandidateI need a candidate with depth and experience in consumer banking regulations generally and privacy, Non-DepositInvestment Products, and Reg W specifically.AML Ops Sr. Manager – Due DiligenceFinancial Services - Commercial BankingFinance / Accounting - Risk ManagementFull-timeUnited States - Rhode Island - CranstonThe CompensationBenefits - FullRelocation Assistance Available - YesCommission Compensation - NoBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - No
  • 167. Detailed Company DescriptionThe AML Operations Senior Manager - Due Diligence provides daily oversight of a team of professionals responsiblefor evaluating customer information and taking appropriate action to protect the company against risk of moneylaundering activity.• Manage both the day-to-day and strategic operational environment through effective communication ofinformation.• Coordinate global and internal compliance groups. Develops/monitors quality control to ensure that work quality iskept at the highest level possible.• Ensure management controls are in place and working effectively.• Prepare daily/weekly/monthly reporting.• Develop and maintains internal and external SLAs. Manages and resolves all operations audit risk by working withAudit and other partners.Business Management & Planning:• Create and implement operational or functional business plans aligned with the overall business strategy andorganizational policy to ensure the business unit within the span of control has the capacity and capability to meet theagreed objectives.• Contribute ideas, innovations and insights based on operational and customer needs to the overall business plan, toensure the right objectives and focus is set in that plan.Process/Continuous Improvement:• Identify and initiate improvement projects within the operational area that will enable improvement of overallbusiness unit performance.• Responsible for change readiness, implementation and delivery of change benefits.Customer Service:• Champion strong customer service attitudes and values.
  • 168. • Responsible for assessing customer needs and inputting into the business strategy to help shape future product andservice design.• Utilize performance metrics to drive quality output.Risk Management:• Accountable for the identification (self-identification) and minimizing risk across areas of responsibility.• Ensure the reputation and financial robustness of the business unit is protected appropriately.• Perform required maintenance of appropriate control environment and self certification level.Stakeholder Management:• Develop and maintain effective working relationships with key stakeholders across the business so that thesecontribute both to the effective operation of the business unit as well as the development of the unit business plan.Managing Change:• Proactively identify opportunities for change which will add value to the achievement of business objectives andenhance the customer experience.• Ensure robust structures are in place to deliver, monitor and review change initiatives.Team Leadership:• Create, plan and implement activities that will enable a highly motivated and highly performing workforce.• Champion of Customer Service, change, culture, values and attitude across the business function.Recruitment & Induction:• Oversee the hiring process and ensure that resource plans meet business need.
  • 169. Team Development:• Create, plan and implement activities that will support the development of team members and create a culture ofdevelopment across the business unit.Performance Management:• Prepare, analyze and act upon relevant management information to ensure that each team meets agreed servicelevels and objectives.• Coach and develop staff, .as well as review and follow-up with each individual’s performance to ensure they meettheir specific objectives and that they have the right knowledge, skills and behaviors.• Ensure that direct reports have clear objectives and targets linked to business objectives appropriate behaviors(what is expected and how they are expected to achieve objectives).• Ensure policies for the performance management of individuals are implemented across all teams.Qualifications• 10 + years, AML experience, Deep industry knowledge of AML-related regulations and industry practices.• 10 + years, Proven leadership skills, financial services and/or general banking knowledge• 10 + years, Proven ability to communicate effectively, Communication and action driver• Deep industry knowledge of AML-related regulations and industry practices.• As a member of the AML Ops management team in region, ability to support the Regional Head of Group Servicesand work in a cooperative and highly effective manner to drive best practices that manage risk, support Group andlocal polices, and bring innovation and ongoing improvement to the overall AML Ops regional team.• Ability to communicate effectively at all levels within the organization and drive action to a desired outcome in acooperative and effective manner.• Proven leadership skills (staff development, mentoring and support) - experience leading team of 10+ individualsEducation• Bachelor Degree Required• AML Certification Preferred
  • 170. More About the PositionVisa Candidates Considered - NoThe Candidate10+ to 15 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallyTarget Addl Comp - $6,000 - $8,000Top Producing Mortgage Loan Officer - PittsburghFinancial Services - MortgageSales / Marketing - Sales & Sales ManagementFull-timeUnited States - Pennsylvania - PittsburghThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - YesBonus Eligible - NoOvertime Eligible - No
  • 171. Interview Travel Reimbursed - NoDetailed Company DescriptionResponsibilities:We are a top Lender in the Mortgage sector and is focused on growing our market share in the states we currentlyoperate. We are currently hiring talented Mortgage Loan Officers who proactively identify, develop and maintain aquality network of business relationships that serves as a source of referrals for new mortgage lending opportunities.External relationships are the cornerstone of generating new business and may consist of realtors, builders,professional and personal contacts. Our Loan Officers are encouraged to participate in business related developmentopportunities, community efforts to promote home ownership and professional organizations. You will beresponsible for interviewing new and existing customers to determine their loan needs and advising those customersof appropriate products, terms, and pricing, while gather any additional required information. It will be necessary togenerate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meetingsales goals and objectives.Qualifications:BA/BS degree or equivalent experience in residential mortgage sales preferredThree plus years of retail residential mortgage sales experienceDocumented residential mortgage loan volume in the past 12 months of $15 million (minimum)Established relationships with local referral networksAbility to communicate clearly and effectively, both verbally and in writing, across a variety of audiencesStrong computer skills and experience utilizing laptop technologySuccessful candidate must meet and comply with all requirements for Mortgage Loan Originators set forth in the SAFEAct, including, but not limited to successful completion of the required background checks and obtaining a UniqueIdentifier from the NMLRSWe are an equal employment and advancement opportunities to all colleagues and applicants for employmentwithout regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression,disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any otherfactor protected by federal, state, and/or local laws.
  • 172. More About the PositionVisa Candidates Considered - NoThe Candidate5+ to 7 years of experienceManagement Experience Required - NoMinimum Education - High School or EquivalentWillingness to Travel - OccasionallyCandidate Screening QuestionsAre you SAFE Act Eligible?Have you been in the mortgage industry 3+ years?Target Addl Comp - $10,000 - $400,000Financial Consultant - DetroitFinancial ServicesFinance / Accounting - Investment ManagementFull-timeUnited States - Michigan - DetroitThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidate
  • 173. Commission Compensation - YesBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionWe will be hiring Financial Consultants immediately.Sell a broad array of Investment & Insurance products to bank customers. Meet with customers to determineinvestments needs, recommend investment strategies and present investment choices. Call on potential clients tonew business by promoting CCOISC products and services. Develop and maintain solid working relationships withbranch personnel in assigned territory.Qualifications:Series 7 and 63, Life Accident & Health required.Series 24 & 65 a plus.Must have a Bachelors degree or equivalent work experience.3-5 years experience selling investment products, and excellent oral and written communication skills.A team orientation with a strong work ethic and entrepreneurial spirit are desired.Other Information:Hours per Week: 40Work Schedule: Monday-Friday 8:00AM-5:00PM
  • 174. Equal Employment Opportunity:More About the PositionVisa Candidates Considered - NoThe Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - Occasionally41333 Business Banking Relationship Manager I/IIFinancial Services - Commercial BankingSales / Marketing - Business Development / New AccountsFull-timeUnited States - North Dakota - FargoThe CompensationBenefits - FullRelocation Assistance Available - No
  • 175. Commission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionPurpose StatementResponsible for the sourcing, securing, developing, and retaining profitable business banking relationships within theassigned region. Primary focus is on finding new business opportunities to sell the Banks products and services andretaining and expanding existing relationships. Responsible for contributing to the assigned Regions credit portfolioquality and processing of requests for credit extension, ensuring credit facilities are properly structured, priced anddocumented. Maintains and grows current relationships by presenting new lending opportunities, cross selling, andother business to existing clients. Takes primary responsibility as the assigned officer for a portfolio of moderate tocomplex business banking or community market commercial relationships. This position is the mid-level of theRelationship Manager job family.Essential Job Functions1. Serves as primary contact with assigned prospective and current customers for all of the financial, banking, andinvestment counseling needs. Primary focus is on finding new business opportunities to sell the Banks products andservices. Conducts interviews with applicants to thoroughly understands current and prospective customers needsand their financial situation to market and sell additional Bank products and services. Visits applicants at their place ofbusiness to verify and better assess their current situation and future needs.2. Identifies business needs and corresponding sales opportunities bank-wide and actively promotes ways to increasecustomer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of thebank. This would include Deposit Products, Cash Management, Trade Services, Capital Markets products, loanproducts and personal banking products and services.3. Obtains financial statements, tax returns, and other credit information and maintains electronic credit files for allexisting customers. Conducts analysis of pertinent credit information and/or credit checks.4. Works closely with central underwriting teams for new credit requests and renewals ensuring that all relevant
  • 176. financial and non-financial information is available to the underwriter.5. Generally underwrites new relationship credit requests for approval.6. Manages existing portfolio and stays informed on their condition is aware of developing trends in the market whichmay impact credit quality. Works closely with centralized underwriting and portfolio management teams to ensureresponsiveness to portfolio management needs and timeliness of reporting responses.EducationRequired Education or Equivalent Experience- High School Diploma or GED required- Bachelors Degree in Business or Finance required- Masters/Advanced Degree in Business or Finance preferredRequired Experience- Five or more years of directly related experienceAdministrative/Technical Skills/ Other Information- Solid understanding of underwriting and analysis for mid-size companies of all complexities.- Strong comfort and familiarity with use and application of commercial lending principles.- Active understanding and ongoing use of Touchpoint, electronic underwriting systems and other enterprise levelsystems.More About the Position40 Hours per WeekVisa Candidates Considered - No
  • 177. This company is a great place to work because:The story of The Company is a rich tale of growth, progress and innovation spanning more than a century. For over135 years, listening and responding to the needs of our customers and communities has been central to our businessphilosophy. The Company is a premier financial services company that serves more than 2 million households in 19states, from California, the Pacific Northwest and the Southwest across the Rocky Mountains and Great Plains into theMidwest.With more than 700 banking locations across 19 states and a team of more than 10,000 employees, The Companyserves the banking needs of all major market segments - consumer, small, middle market, and large commercialenterprises, and government entities.Weve developed innovative products and services, and a sophisticated approach to credit. We always remember weare in a people business, and no matter how large we become, we never lose sight of the individual customer.The Company is fully owned by BNP Paribas, a European leader in global banking and financial services and one of the6 strongest banks in the world.The Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - High School or EquivalentWillingness to Travel - OccasionallyAudit Risk Modeling Director - 209646Financial Services - MortgageFinance / Accounting - Risk ManagementFull-timeUnited States - Virginia - McLean
  • 178. The CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidateCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - YesDetailed Company DescriptionResponsible for Risk Analytics and/or Model Risk. Serve as a quantitative subject matter expert. Receives assignmentsin the form of objectives and determines how to use resources to meet schedules and goals. Provides guidance tosubordinates within the latitude of established company policies. Recommends changes to policies and establishesprocedures that affect immediate organizations operation. Works on issues of diverse scope where analysis ofsituation or data requires evaluation of a variety of factors, including an understanding of current business trends.Acts as an advisor to subordinates to meet schedules and/or resolve technical problems. Develops and administersschedules, performance requirements; may have budget responsibilities. Often must lead a cooperative effort amongmembers of a project team. Manages the coordination of the activities of a section or department. Typically has 8-10years related experience and 2+ years management experience. College Degree or equivalent experience; advancedstudies/degree preferred.Job DutiesModel validation management role, involving hands-on econometric and financial modeling, documenting findings inthe form of audit work papers, communicating with stakeholders at all levels of the organization, and leading anddeveloping 2 - 4 direct reports.Major responsibilities include:- Responsible for evaluating risk associated with the companys models including models of default, prepayment,valuation and loan scoring.- Based on detailed risk assessment, design and execute operational and technical audit procedures to provideassurance on controlled model development, ongoing monitoring and business use.
  • 179. - Provide thought leadership on key initiatives including execution of model risk management framework and qualityimprovement program.Basic Requirements- Ph.D. or Masters in quantitative discipline.- Strong written and verbal communication skills, with experience communicating with stakeholders at all levels of theorganization- 8+ years of related experience including:- 2+ years of related audit experience, including writing work papers.- 2+ years of supervisory experience defined as a direct manager, responsible for performance reviews, salary, andother official leadership duties for at least 2 employees working onsite with candidate.- 2+ years of experience building and/or validating econometric or financial models.Preferred Skills- General understanding of primary and secondary mortgage market. In depth knowledge and hands-on experiencewith mortgage analytics.- Hands-on mortgage/credit card modeling experience.More About the PositionVisa Candidates Considered - NoThe Candidate5+ to 7 years of experienceManagement Experience Required - YesMinimum Education - Masters DegreeWillingness to Travel - Never
  • 180. The Ideal CandidateThe ideal candidate has worked for these companies:KPMG, Deloitte, E&YTrust Relationship ManagerFinancial Services - OtherFinance / Accounting - Financial Products Sales / BrokerageFull-timeUnited States - Illinois - Freeport, ILThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidateCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company Description
  • 181. Solicits, develops, manages, and retains client relationships for Private Client Group. Manages relationship withclients to ensure clients financial needs are met and exceeded. Provides expert financial advice and counsel to clientsand prospective clients especially in the areas of personal trust, private banking, and investments. Presentsalternative solutions for a variety of complex business situations. Calls on potential and/or existing clients to developnew business and increase or retain relationships with current clients. Manages trust relationships, ensuring clientobjectives are met and are consistent with governing documents, fiduciary administration principles and legalstandards. Executes all compliance requirements, i.e., conflicts, asset concentrations, administrative reviews.Analyzes economic and industry market trends to identify potential business opportunities and high-risk situations.Actively networks in community to identify and capitalize on new business development opportunities. Monitors andcontrols risks in all aspects of account administration.Basic Qualifications- Bachelors degree, or equivalent work experience- Five to eight years of experience in Private Client banking industryPreferred Skills/Experience- Excellent personal trust relationship management, lending, and new business development/sales skills- Advanced knowledge of personal trust products and services- Thorough knowledge of private banking, investment and other The Companyproducts and services- In-depth knowledge of fiduciary services- Strong analytical and problem-solving skills- Excellent presentation, verbal and written communication skills- Ability to make critical decisions independentlyMore About the PositionVisa Candidates Considered - NoThe Candidate
  • 182. 5+ to 7 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallySenior Relationship Manager - Corporate Banking - Environmental ServicesFinancial Services - Commercial BankingFinance / Accounting - Credit / Lending / CollectionsFull-timeUnited States - California - Los Angeles/Chicago/NYC/DallasThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidateCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - YesDetailed Company DescriptionJob Summary
  • 183. Responsible for developing new commercial credit relationships and managing a portfolio of complex credits. Inconjunction with a credit executive, structures transactions and assists credit executive in obtaining credit approval.Works with clients to present solutions to short and long term strategic objectives. May act as agent in complexmulti-bank syndicated transactions.Major ResponsibilitiesBusiness Development: Focus on the achievement of new business goals, as determined by manager. Call on aqualified list of prospects and referral sources with calling activity goals set by manager. Demonstrate the ability toadvance the sales process with prospects.Financial: Responsible for increasing annual NOI of existing portfolio, as well as contributing towards regions annualnew business goal.Portfolio Management: Pro-actively manage a portfolio of commercial relationships. Act as the focal point forexisting relationships in the portfolio. Orchestrate and coordinate client needs to ensure the highest quality ofservice and maximum financial return for the Bank. Lead a team, which may consist of RM, CE, CA and variousproduct specialists, in delivering service to the client. Thoroughly understand clients short and long term strategies inorder to provide value-added advice and suggestions to help clients meet their objectives. Share responsibility withthe CE for cross-selling other bank products to existing clients. Share responsibility with the CE for the credit qualityof the portfolio. May act as agent in complex multi-bank syndicated transactions. Acts as mentor in developingcalling skills of junior credit executives and credit officers.Additional InformationNormally requires 10+ years in commercial banking.Experience acting as the agent in multi-bank transactions.Through knowledge of other banking products and services, including bank and capital market products.Results oriented.Excellent interpersonal and negotiating skills (both internal and external).Strong understanding of credit.Ability to handle several tasks simultaneously.
  • 184. Ability to both lead a deal team and work as part of a team.Strong time management and organizational skills.Strong sales skills.More About the Position40 Hours per WeekVisa Candidates Considered - NoThe Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Associates DegreeWillingness to Travel - OccasionallyInternal Controls Tech III-35020
  • 185. Financial Services - OtherInformation Technology - Business IntelligenceFull-timeUnited States - Virginia - Washington DCThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - YesDetailed Company DescriptionJOB INFORMATIONSenior Internal Controls Tech Analysts work under the limited supervision of the Internal Controls Tech Manager andassist with complex analysis of technical processes to facilitate adherence to Fannie Mae policies and formulate anddevelop new and modified technical process and controls. Senior Internal Controls Tech Analysts apply understandingof the principles, concepts, practices and standards in the area of technology processes and controls. In addition,Senior Internal Controls Tech Analysts assist, when necessary, with research and analyses requested by management.Work assignments are completed with minimal supervision from the Internal Controls Tech Manager. Work ismoderate to high in scope and complexity. Knowledge is applied to independently resolve routine and non-routineissues and provide project guidance and informal coaching to Internal Controls Tech Analysts as needed.
  • 186. KEY JOB FUNCTIONSSuccessfully perform all key job functions of the Internal Controls Tech Analyst role at a higher level of complexity,scope and autonomy.Controls Execution and Project ManagementAssist audit team members in understanding the key IT controls in eacharea; assist with Internal Audit development of the audit approach. Coordinate/partner with vendors supporting ITSOX testing, as needed.Take ownership and independently manage subsets of internal controls-related technology projects (with minimaloversight form Internal Controls Tech Manager).Conduct first-level review of Internal Controls Tech Analyst work and documentation; leverage Internal Controls TechManager guidance as needed.Conduct research for and respond to inquires from internal and external points of contact (as related to internalcontrol matters); advise management on significant matters regarding business, internal programs and activitiesrelated to internal control technology matters. Participate as a team member on projects at the highest level oftechnical complexity.Track status of testing (to identify deficiencies) and remediation; lead monitoring status of remediation andsubsequent testing. Begin to consider how the compliance and internal controls technology environment of theorganization can be improved; share recommendations with the Internal Controls Tech Manager.People Management and DevelopmentProvide informal, day-to-day coaching and guidance to Internal Controls TechAnalysts.Client Relationship ManagementBegin building and maintaining relationships with business partner managers andstaff. Provide advice and share Internal Controls knowledge with business partner managers and staff to strengthen
  • 187. governance, risk and controls environments, as appropriate.Performance MeasuresInternal Controls Tech Manager feedback (i.e., Project Review and Coaching Notes)Peerfeedback Customer feedbackBudget and timeliness goalsInternal controls quality standardsSPECIALIZED KNOWLEDGE & SKILLSMS Excel, MS Access and/or MS ProjectExperience with Risk ManagementExperience with Technology FunctionsStrong communication skills with consultative approachGeneral understanding of Systems Development Life CycleExperience with Industry controls and frameworks for audit, risk, compliance, security, governance and/or enterpriserisk (COBIT, COSO)More About the Position40 Hours per WeekVisa Candidates Considered - No
  • 188. This company is a great place to work because:Our company exists to expand affordable housing and bring global capital to local communities in order to serve theU.S. housing market. Today, our focus is on preventing foreclosures, making mortgages and rental housing asaffordable as possible, and supporting the housing recovery. We are rapidly building and realigning our company tobetter serve the market as we support the Administrations Homeowner Affordability and Stability Plan.Join our dedicated, diverse, high-performing workforce and put your unique talents to good use as we work with ourpartners to advance our nations housing recovery.The Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - NeverSkills and Certifications (bold if required)MS Excel, MS Access and/or MS ProjectSystems Development Life CycleCOBIT, COSO41357 - Budget & Forecast Reporting ManagerFinancial Services - OtherFinance / Accounting - Budgeting / Cost Control
  • 189. Full-timeUnited States - California - Oakland/East Bay - San RamonThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidateCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionResponsible for the assessment of the current state of the process, recommending changes to the current process toimprove for efficiency and accuracy and control of the work product and for managing the reporting process for theFinance Controllers Group.Position Accountabilities1. Responsible for the critical assessment of the Banks Budget and Forecast Reporting Process. The candidate willutilize their previous experience in a budget/ forecasting position to re-design the existing process to ensure thatresults reported are accurate, produced within requisite deadlines, utilize new information systems capabilities(Hyperion), are managed in a controlled process, etc.2. Responsible to work with parent company BNP Paribas, The Company business lines, and Corporate Finance tomanage changes to reports and requests. Ensure that changes to reports/ requests that become standardized are
  • 190. integrated into the controlled production reporting environment.3. Responsible for effective communication of potential issues of meeting budget/ forecast reporting deliverabledates to Senior Management.4. Responsible for the critical examination of reports produced to identify anomalies, trends in data that requireinvestigation by the finance team. The candidate must be willing to have a detailed understanding of the underlyingdata to ensure integrity of the data being produced.5. Liaise with the business, development team and technology on an ongoing basis to enhance the efficiency, accuracyand control over the report production process.6. Develop a good understanding of International Accounting Standards (IAS) adjustments and intercompany (Parent -BNPP to Subsidiary credits, such that the adjustments to GAAP financial budgets/ forecasts can be understood andanalyzed.7. Responsible for the development of a process that ensures the Banks transfer pricing gap is being reconciled,which includes the development of analytics that monitor the changes in the transfer pricing gap over time to assessthe reasonableness of its change over time.8. Must have excellent verbal and written communication skills and the ability to interact professionally with a diversegroup, executives, managers, and subject matter experts.9. Will report to the FP&A Manager and manage staff.10. Perform other duties as assigned.Job Specifications
  • 191. Required Education or Equivalent Experience- Bachelors Degree in Finance or related field.Required Experience- 8 - 12 years of relevant experience preferably in the banking industry.- 6 - 10 years of business analysis experienceField of Experience - Job-specific knowledge requirements, for example,- Have a working knowledge of Budgeting/ Forecasting Processes.- Experience managing a financial reporting function and should have excellent skills in creating controlled productionprocesses, which create efficient, accurate and reliable reporting on a consistent basis.- Experience with Hyperion (v9) - including Smartview, Essbase, and Financial Reports- Prior experience managing large projects would be beneficial for the candidate.- Track record of improving processes for accuracy, repeatability and control.- Excellent Customer Service Skills to build strong relationships with business lines.- Must have solid organizational skills, with the ability to handle complex projects in a multi-tasking environment andmeet deadlines with quality results- Have the ability to lead a team of project analysts.Administrative/Technical Skills - Job-specific skill requirements, for example,- Strong written and verbal communication skills for report writing, business requirement proposals, client interaction,and methodology documentation.
  • 192. - Strong analytical and problem-solving skills coupled with thoroughness and attention to detail is highly desired.- Experience w/ Hyperion Management System (v9) preferred.- Work independently and proactively to take initiative to solve problems quickly.- Must have a desire and ability to work closely with the data and technology specialists on project assignments.- Experience to draw from when processing data and information- Experience in database software e.g. Access/ ACL etcLevel Supervised - Scope of supervisory responsibility- May supervise a team of business analysts, or other managersMore About the Position40 Hours per WeekVisa Candidates Considered - NoThe Candidate5+ to 7 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallyTarget Addl Comp - $10,000 - $26,000(2979) Transaction Advisory Services ManagerAccounting / Auditing
  • 193. Miscellaneous - Management ConsultingFull-timeUnited States - New York - New YorkThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionTransaction Advisory Services Manager will be responsible for managing financial, accounting and operational duediligence engagements for both strategic and financial buyers and lenders in the middle market and private equitycommunity.External Job Description - Essential Duties/FunctionsPlans and oversees the due diligence process and applies knowledge and application of BDO standards to ensureeffective and efficient delivery of quality services and products- Analyzes financial forecasts, historical earnings, assets and liabilities of target client
  • 194. - Performs industry and company research- Collects information from all available sources related to the target clients business, securities, intellectualproperties, real estate and other assets- Conducts on-site and / or phone interviews with C-level personnel or target client to gather additional informationin support of the financial analysis- Assists in identifying risks and issues related to integration planning, timelines and functional areas- Identifies and proposes appropriate resolutions to critical issues related to the due diligence process- Composes and reviews due diligence report for presentations to clients- Manages the relationship and information flow between BDO and the target client- Partner with Transactional Services Senior Manager and Partner/Director to identify and pursue businessdevelopment opportunities through industry and network relationships- Researches and develops proposal documents and may participate in presentations in pursuit of acquiring newclients- Other duties as required
  • 195. Supervisory Responsibilities:- Schedules and supervises the tasks and project assignments of Senior Associates and Staff- Reviews work product prepared by Senior Associates and Staff and provides review comments- Acts as a Career Advisor to Senior Associates and Staff by identifying and providing on-the-job and formal trainingand professional development opportunities- Provides verbal and written performance feedback to Senior Associates and Staff throughout the fiscal year and aspart of the annual performance review processEducation:- Bachelors degree in Accounting, Business Administration, Finance or equivalent required- MBA preferredExperience:- Five (5) years of prior TAS experience required
  • 196. - Four (4) to five (5) years of public accounting experience, required, preferably within an audit role- Prior experience interacting and working directly with C-level personnel preferredLicense/Certifications:- CPA requiredSoftware:- Proficiency using Microsoft Office Suites, specifically Word, Excel and PowerPoint- Prior exposure utilizing Data Room productsOther Knowledge, Skills & Abilities:- Strong verbal and written communication skills, specifically business writing aptitude
  • 197. - Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levelsof management- Exhibits executive presence- Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizingnetwork and industry relationships to identify business development opportunities- Capable of working in a demanding, deadline-driven environment either independently or within a team dynamicwhile effectively managing unexpected issues and/or questions in a professional manner- Ability to analyze large volumes of data to identify potential issues and propose the most appropriate resolutions tobenefit the buyer- Ability to maintain the highly confidential nature of information- Excellent project management skills with ability to produce quality work project with an attention to detail- Solid knowledge of technical accounting areas such as US GAAP and SEC reporting- Knowledge of IFRS desirable- Ability to travel at least 50% of time
  • 198. More About the PositionVisa Candidates Considered - NoThe Candidate5+ to 7 years of experienceManagement Experience Required - YesMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallyData ModelerFinancial Services - Commercial BankingInformation Technology - MIS ManagementFull-timeUnited States - California - Oakland/East Bay - San RamonThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidateCommission Compensation - NoBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - No
  • 199. Detailed Company DescriptionThe Company is an institution whose history spans over 130 years, and whose geographical reach extends over 19states, as well as over 84 countries through our affiliation with BNP Paribas, one of the worlds six strongest banksaccording to Standard & Poors. From our earliest days as a community bank, our focus on relationships, exceptionalcustomer service and being a good corporate neighbor has never wavered. Today, as one of the leading regionalfinancial services companies in the nation, our team members are dedicated to being our customers trusted financialpartners - whether theyre opening a first account, purchasing a home, running a small business, or leading a largecorporation. When you join The Company, you will be a part of an organization that has learned how to grow andadapt in an ever-changing environment. And most of all, you will become part of a company that recognizes that oursuccess is rooted in our relationship banking model and in the satisfaction of our customers. Thats why The Companywas ranked the highest in customer satisfaction among retail banks in the West.SummaryResponsible for the development and on-going support of a new data warehouse environment which will be used tosupport many of the Banks business intelligence (BI) and analytic system requirements. Analyzes and developsconceptual, logical and physical data models, and corresponding meta data definitions for the enterprise environmentand all associated data marts, data stores, etc.Description- Understand the Project Proposal and assist the team in analyzing how the new system or functionality can beintegrated in the environment, identifying existing systems, concepts, possible data sources and issues- Develop, validate and communicate modeling solutions, including both relational and dimensional models- Analyze data-related systems integration opportunities and challenges- Ensure solution designs address performance requirements and reusability , availability, integrity and securitychallenges, and business functional requirements
  • 200. - Develop, maintain and enforce data architecture-related standards- Partners directly with the Data Architect, clients, ETL developers, other technical data warehouse team membersand database administrators to design and develop high performing databases and maintain consistent data elementdefinitions.- Coordinate the Data definitions:o Build a glossary (terms and KPIs)o Create conceptual data models that need to be validated with Business Users for current projects as well as otherimpacted projectso Define source systems considering correct data, frequency and historyo Create an Enterprise Data model (logical and physical)o Support Data Quality teamQualifications- BS degree in Exact Area: Systems Analysis, Computer Science, Software Engineering, or Information Systems- 7+ years experience in a data architect role with deep knowledge of Enterprise Data Architecture concepts- Expertise in Relational Data Models (conceptual, logical and physical data models), Dimensional Data Models, DataDictionary and Metadata- Strong System Integrations and Business Intelligence project experience- Familiarity with Retail and Commercial banking, Mortgage and Dealer lending concepts desired- Experience with Development Methodologies, Databases Platforms (Teradata, Oracle/ SQLServer), including SQLCommands and Project Manager concepts- Expertise in Data Modeling tools (ERWin/Model Manager)- Superior relationship management, consultative, presentation, and communications skills- Sound leadership, negotiation, critical thinking, and project/time management skillsMore About the Position
  • 201. 40 Hours per WeekVisa Candidates Considered - NoThe Candidate7+ to 10 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallyCandidate Screening QuestionsHas the candidate created data models from scratchWhat data modeling methodologies have you used?Accountant II or III DOEInsuranceFinance / Accounting - AccountantFull-timeUnited States - Oregon - PortlandThe CompensationBenefits - Full
  • 202. Relocation Assistance Available - NoCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionAccountant II or III DOEPortland ORBring your financial expertise to this role where you will:- Responsibilities will include a variety of general, cash management / treasury or cost accounting activities andfunctions such as financial statement preparation, account, bank and report reconciliations and analysis, developmentof desktop procedures, and participation in the development, maintenance and analysis of Company budgets,forecasts, cost data and operating plansCombine your degree and general / cost accounting experience with the following skills and abilities:Accountant II- Based on area of expertise, demonstrated application of accounting knowledge in the following areas:- Financial Reporting and General Accounting: Generally Accepted Accounting Principles (GAAP), Statutory AccountingPrinciples (SAP) for Health Care Service Contractors and Health Maintenance Organizations as promulgated by theNAIC- Cost Accounting: Cost Accounting Standards (CAS), Federal Acquisition Regulations (FAR); GAAP and SAP
  • 203. - Government Accounting: FEHBAR, FAR, CAS, GAAP- Thorough knowledge of PC and mainframe software and systems as currently used by the Company- Ability to think analytically and make sound judgments from analysis- Plan and organize own work- Work flexible hours during periods of heavy workloads- BS/BA Degree in Accounting, Finance or Business with 0-2 years of relevant experience or equivalent combination ofeducation and experience; CPA, CMA or MBA preferredAccountant IIISame as Level II, plus:- Leadership abilities such as managing projects, training staff, and leading cross-functional teams- Above average ability working with complex PC and mainframe software and systems both as currently used by theCompany and alternative industry standards- Plan and organize own work, projects and the work of others in the department, with minimal supervision- Work effectively in a team environment with all levels of staff and management- Ability to research and prepare ad-hoc reportsMore About the Position40 Hours per WeekVisa Candidates Considered - NoThis company is a great place to work because:
  • 204. Were passionate about changing the way people experience health care.The Company is a nonprofit total health solutions company with community roots dating back to 1917. We advocatefor transforming the health care system by making health care more affordable and accessible, increasing consumersengagement in their health care decisions, and offering a diverse range of products and services that promote thehealth and wellbeing of our members.The Companys portfolio of companies spans health care information technology and software development; retailhealth care; health insurance plans that carry the Blue Cross and Blue Shield brands; pharmacy benefit management;life, disability, dental, vision and other lines of protection; alternative solutions to health care access; and free-standing health and wellness solutions.If youre seeking a career that affects change in the health care system, consider joining the team at The Company.The CandidateExperience not specifiedManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - NeverSkills and Certifications (bold if required)CPA, CMA or MBA preferredThe Ideal Candidate- 1 to 2 years of experience for Accountant II
  • 205. - 2 to 4 years of experience for Accountant III- Big firm public accounting experience is preferred- Pursuing CPA is preferred- Strong grades- Strong interpersonal communication, written/verbal- Leadership abilities- Professional- Well-rounded individual is preferredRisk Forecasting Manager - 40460Financial Services - Commercial BankingFinance / Accounting - Risk ManagementFull-timeUnited States - California - San FranciscoThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidateCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company Description
  • 206. Purpose StatementContribute to the continued evolution of the Risk Management Department by serving as a key member of the Banksenterprise modeling and analytics team. Participate in model development and implementation efforts and advancedportfolio analysis and reporting activities. Promote data driven decision making by leading improvements to riskidentification and quantification.Essential Job Functions1. Responsible for design, development, maintenance and delivery of risk measurement forecasts with specific focuson loss forecasts and stress testing2. Provide thought leadership and expertise on the design and development of quantitative models and otheranalytical approaches and assist in the thorough documentation of complex methodologies3. Serve as a central point of contact for communicating model and methodology details to internal and externalparties including regulators and auditors4. Serve as a key liaison working closely and collaboratively with managers and executives within Risk and throughoutthe various divisions to understand business needs and deliver effective and timely analytic solutions that providevalue and increase efficiencies across the organization5. Identify, promote and lead enhancements to quantitative methods and improvements to analytical processes byproactively exploring and recommending opportunities to extend the scope and applicability of models or analytics aswell as developing new capabilities6. Contribute to the development of a robust data and analytical infrastructure for model development and portfolioanalysis7. Maintain a thorough knowledge of existing models and methodologies, keep up-to-date on best practices in riskmodeling and regularly review analytical processes for required changes/improvements8. Organize and chair meetings of the newly formed Risk Forecasting Group with representatives from all lines ofbusiness and key support functions to provide governance over the key risk forecasts embedded in the Banksbudgeting, stress-testing and capital assessment processesEducationRequired Education or Equivalent Experience
  • 207. - Bachelors Degree in quantitative field required- Masters/Advanced Degree in quantitative field requiredRequired Experience- 8 or more years of directly related experience- 4 or more years of supervisory/managerial experienceAdministrative/Technical Skills/ Other Information- Previous experience developing credit risk models and methodologies- Knowledge of regulatory environment and expectations surrounding the development and use of quantitativemodels- Knowledge of credit risk software and computational programming (e.g. SAS)- Must possess strong written and verbal communication skills for report writing, business requirement proposals,client interaction, and methodology documentation.- In-depth knowledge of retail and wholesale credit risk- Thorough understanding of the following: credit lifecycle within a consumer bank, credit risk managementinfrastructures and tools supporting credit risk measurement, economic capital.- Possess team management skills - coaching, developing and leading others.More About the Position40 Hours per WeekVisa Candidates Considered - NoThe Candidate
  • 208. 5+ to 7 years of experienceManagement Experience Required - NoMinimum Education - Masters DegreeWillingness to Travel - OccasionallySkills and Certifications (bold if required)SASFinancial ModelingCredit Risk Models and MethodologiesThe Ideal CandidateExperience developing Credit Risk Models and Methodologies for a financial instition.Ability to forecast Risk in different portfolios.Business Banking Relationship Manager IIIFinancial Services - Commercial BankingSales / Marketing - Business Development / New AccountsFull-timeUnited States - Iowa - Central/Des Moines - Des MoinesThe CompensationBenefits - Full
  • 209. Relocation Assistance Available - NoCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionPurpose StatementResponsible for the sourcing, securing, developing, and retaining profitable business banking relationships within theassigned region. Primary focus is on finding new business opportunities to sell the Banks products and services andretaining and expanding existing relationships. Responsible for contributing to the assigned Regions credit portfolioquality and processing of requests for credit extension, ensuring credit facilities are properly structured, priced anddocumented. Maintains and grows current relationships by presenting new lending opportunities and cross sellingbusiness and personal banking products to existing clients. Takes primary responsibility as the assigned officer for aportfolio of the most complex business banking or community market commercial relationships. May act in a leadcapacity over Associate Relationship Managers and Relationship Managers providing guidance and supporting workflow. This position is the most experienced level of Relationship Manager job family and is typically responsible for thelargest and most complex business banking and community market commercial relationships as applicable to the lineof business.Essential Job Functions1. Serves as primary contact with assigned prospective and current customers for all of the financial, banking, andinvestment counseling needs. Primary focus is on finding new business opportunities to sell the Banks products andservices. Conducts interviews with applicants to thoroughly understand current and prospective customers needs andtheir financial situation to market and sell additional Bank products and services. Visits applicants at their place ofbusiness to verify and better assess their current situation and future needs.2. Identifies business needs and corresponding sales opportunities bank-wide and actively promotes ways to increasecustomer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of thebank. This would include Deposit Products, Cash Management, Trade Services, Capital Markets products, loanproducts and personal banking products and services.
  • 210. 3. Obtains financial statements, tax returns, and other credit information and maintains individual credit files for allexisting customers. Conducts analysis of pertinent credit information and/or credit checks.4. Works closely with central underwriting teams for new credit requests and renewals ensuring that all relevantfinancial and non-financial information is available to the underwriter.5. Generally underwrites new relationship credit requests for approval.6. Manages existing portfolio and stays informed on their condition is aware of developing trends in the market whichmay impact credit quality. Works closely with centralized underwriting and portfolio management teams to ensureresponsiveness to portfolio management needs and timeliness of reporting responses.EducationRequired Education or Equivalent Experience- High School Diploma or GED required- Bachelors Degree in Business or Finance required- Masters/Advanced Degree in Business or Finance preferredRequired Experience- Eight or more years of directly related experience- Some supervisory/managerial experience helpfulAdministrative/Technical Skills/ Other Information- Solid understanding of underwriting and analysis for small and mid-size companies of all complexities.- High degree of comfort and familiarity with use and application of commercial lending principles- Active understanding and ongoing use of Touchpoint, electronic underwriting systems and other enterprise levelsystems.More About the Position
  • 211. 40 Hours per WeekVisa Candidates Considered - NoThis company is a great place to work because:The story of The Company is a rich tale of growth, progress and innovation spanning more than a century. For over135 years, listening and responding to the needs of our customers and communities has been central to our businessphilosophy. The Company is a premier financial services company that serves more than 2 million households in 19states, from California, the Pacific Northwest and the Southwest across the Rocky Mountains and Great Plains into theMidwest.With more than 700 banking locations across 19 states and a team of more than 10,000 employees, The Companyserves the banking needs of all major market segments - consumer, small, middle market, and large commercialenterprises, and government entities.Weve developed innovative products and services, and a sophisticated approach to credit. We always remember weare in a people business, and no matter how large we become, we never lose sight of the individual customer.The Company is fully owned by BNP Paribas, a European leader in global banking and financial services and one of the6 strongest banks in the world.The Candidate7+ to 10 years of experienceManagement Experience Required - NoMinimum Education - High School or EquivalentWillingness to Travel - OccasionallyGovernance Specialist IIFinancial Services - Other
  • 212. Finance / Accounting - Financial Analysis / Research/ReportingFull-timeUnited States - Virginia - Washington D.C.The CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionJOB INFORMATIONResponsible for leveraging knowledge of the business, complex processes, and regulations in support of the effectiveimplementation of the organization?s governance, risk, and compliance programs. This position performs a variety ofroles including, but not limited to training, implementation, monitoring, research and analysis, remediation andreporting.KEY JOB FUNCTIONSImplements and maintains operational plans for key control activities to ensure compliance with regulatory, legal, andcorporate or functional related policies and procedures.
  • 213. Identifies ongoing process improvements, operational gaps, and potential remediation steps.Evaluates new policies and procedures for operational and control impacts and governance, risk and compliancestandards. May develop risk and operational reporting.Functions as a liaison to internal departments and aids in surfacing gaps between written procedures and staffexecution; helps with and may lead process re-design and coordination of remediation efforts.Oversees and provides ongoing support for the update and maintenance of policies and procedures and othergovernance activities.Lead ad hoc projects and help develop and implement corporate wide or business unit governance, risk andcompliance programs and initiatives.SPECIALIZED KNOWLEDGE & SKILLSMS Excel, MS Access and/or MS ProjectExperience with Risk ManagementExperience with Technology FunctionsStrong communication skills with consultative approachGeneral understanding of Systems Development Life Cycle
  • 214. Experience with Industry controls and frameworks for audit, risk, compliance, security, governance and/or enterpriserisk (COBIT, COSO)More About the Position40 Hours per WeekVisa Candidates Considered - NoThis company is a great place to work because:THE COMPANYOur company exists to expand affordable housing and bring global capital to local communities in order to serve theU.S. housing market. Today, our focus is on preventing foreclosures, making mortgages and rental housing asaffordable as possible, and supporting the housing recovery. We are rapidly building and realigning our company tobetter serve the market as we support the Administrations Homeowner Affordability and Stability Plan.Join our dedicated, diverse, high-performing workforce and put your unique talents to good use as we work with ourpartners to advance our nations housing recovery.The Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - Never
  • 215. Skills and Certifications (bold if required)MS Excel, MS Access and/or MS ProjectModel Validation Mgr.Financial Services - MortgageFinance / Accounting - Risk ManagementFull-timeUnited States - Virginia - McLeanThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidateCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - YesDetailed Company DescriptionJob Description:Responsible for evaluating and managing risks associated with the companys models, including models of defaults,security valuation, prepayments, loan scoring and others. Assess model risks by performing detailed model validationreviews, establishing performance thresholds, researching model approaches, creating alternative models and othermeans. Report findings to model owners and management, and ensure those findings are addressed appropriately.Make expert recommendations to Senior Management about proposed new models or model changes, and advisethem on quantitative and theoretical issues. Provide guidance to Finance about the appropriateness of models for usein financial reporting. Receives assignments in the form of objectives and determines how to use resources to meetschedules and goals. Provides guidance to subordinates within the latitude of established company policies.Recommends changes to policies and establishes procedures that affect immediate organizations operation. Workson issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including anunderstanding of current business trends. Acts as an advisor to subordinates to meet schedules and/or resolvetechnical problems. Develops and administers schedules, performance requirements; may have budget
  • 216. responsibilities. Often must lead a cooperative effort among members of a project team. Manages the coordination ofthe activities of a section or department. College Degree or equivalent experience; advanced studies/degreepreferred. Typically has 8-10 years related experience and 2+ years management experience.Basic Requirements:- Graduate Degree, preferably at a PhD level, in a quantitative area such as economics, statistics, or finance is requiredPreferred Skills:- A minimum of five years experience inclusive of 2+ years at management level in credit and/or market risk modeldevelopment/validation is a definite plus- Excellent communication skills- Familiarity with SAS and other computer languages such as SPSS, Matlab, C+ and Stata.More About the PositionVisa Candidates Considered - YesThe Candidate5+ to 7 years of experienceManagement Experience Required - YesMinimum Education - Masters DegreeWillingness to Travel - OccasionallyCommercial Banking Relationship ManagerFinancial Services - Commercial BankingFinance / Accounting - Other Finance / AccountingFull-timeUnited States - Iowa - Boone
  • 217. The CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidateCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionManages relationships with Commercial Banking, Corporate Banking, or Community Banking commercial customers.Grows revenue as directed by senior management by successfully prospecting for new business and retaining andexpanding existing customer relationships. Responsibilities include: approving loans within assigned limits, managingloan and portfolio credit quality, sourcing prospects and developing new customer relationships, providing financialadvice to customers, selling appropriate bank products and services to those prospects and clients, identifying andsuccessfully capitalizing on cross-sell opportunities and making appropriate referrals.More About the Position40 Hours per WeekVisa Candidates Considered - NoThe Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Bachelors Degree
  • 218. Willingness to Travel - OccasionallyHR Finance ManagerFinancial Services - OtherFinance / Accounting - Budgeting / Cost ControlFull-timeUnited States - California - Oakland/East Bay - San RamonThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidateCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionJob SummaryThe HR Finance Manager will provide strategic financial support to the HR Director and HR Senior Management teamwhile maintaining responsibility for the production and planning activities of the HR Finance and Accounting team.Manages all aspects of the Business Unit Finance and Accounting department and staff. Responsible for acting as a
  • 219. financial resource for Business Unit projects which includes the preparation of financial analysis, forecasts and incomeprojections, in order to help make decisions on the viability of proposed projects as well as provide an understandingof the impact on future Business Unit financial operations. The HR Finance Manager will also develop businesspartnerships with interdependent departments, such as Benefits Administration, Compensation, Corporate Finance,and Payroll.Provides assistance, direction, planning and financial expertise on department accounting and finance activities.Designs and implements improvements to department processes for workflow efficiencies and enhanced financialcontrols. Develops and leads a remote finance team: the Manager will evaluate and balance the team’s workloadbetween team members; and will provide guidance and leadership on new activities and issues.On a day to day basis, the Manager will be responsible for providing oversight of the team’s activities making sure duedates are met; the appropriate reviews and controls are in place; and that deliverables are of a high quality. TheManager will also participate in reporting and analysis activities.The HR Finance Manager will work in a matrixed reporting environment, with dual reporting accountability to the HRDirector and Group Finance Officer.Essential Job Functions1. Manages the teams accounting activities including oversight and responsibility for benefits GL accounts and thefinancial management of self-funded medical and dental plans.2. Manages annual plan(s) for the Business Unit, including the Business Units operating and capital budget and inputsfor distributed benefits costs.3. Works with Groups/Business Units senior management in developing budgets and forecasts strategies/analysisthat are in line with the overall goals of the Group/Business Unit. Prepares reports and comments for theGroup/Business Unit in preparation of the Quarterly Business Lines Update.4. Manages preparation of financial reporting package(s) and all financial analysis utilized by Executives etc. as theyrelate to Business Line.5. Directs finance department efforts. Ensures that policies and procedures are aligned with the Groups/BusinessUnits goals and initiatives and complies with regulatory and corporate guidelines.6. Coordinates preparation of ad hoc reporting for internal and external business partners.Required Education or Equivalent Experience• Bachelor’s Degree in Accounting, Business Administration, Economics or Finance requiredMore About the Position40 Hours per Week
  • 220. Visa Candidates Considered - NoThe Candidate7+ to 10 years of experienceManagement Experience Required - YesMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallySkills and Certifications (bold if required)Professional presencePolishedPrevious managerial experience of teams 4+Target Addl Comp - $15,000 - $30,000Commercial Banking Relationship ManagerFinancial Services - Commercial BankingFinance / Accounting - Other Finance / AccountingFull-timeUnited States - Wisconsin - Eau ClaireThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidate
  • 221. Commission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionManages relationships with Commercial Banking, Corporate Banking, or Community Banking commercial customers.Grows revenue as directed by senior management by successfully prospecting for new business and retaining andexpanding existing customer relationships. Responsibilities include: approving loans within assigned limits, managingloan and portfolio credit quality, sourcing prospects and developing new customer relationships, providing financialadvice to customers, selling appropriate bank products and services to those prospects and clients, identifying andsuccessfully capitalizing on cross-sell opportunities and making appropriate referrals.More About the Position40 Hours per WeekVisa Candidates Considered - NoThe Candidate7+ to 10 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - Occasionally41009 Operational Risk Manager - Fraud Strategy
  • 222. Financial Services - OtherFinance / Accounting - Risk ManagementFull-timeUnited States - California - San RamonThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionThe Operational Risk Manager is a new role to the Regional Banking Groups (RBG) Operational Risk team and will beresponsible for coordinating planning, development and implementation of all activities and programs associated withoperational risk management. This key role will focus on the proactive development of fraud prevention / detectionstrategies and the implementation of processes to monitor /analyze their performance. Example work will include butnot be limited to the enhancement of new account fraud screening and customer authentication processes,documentation of loss-related root cause analyses and control remediation, and continuing to build a strong workingpartnership with the Banks Corporate Security / Fraud Prevention Teams.Responsibilities- Participates in the proactive development of fraud prevention / detection strategies.- Reviews, analyzes, and makes banking recommendations to banks Operational Risk team about the design andimplementation of the enterprise operational risk management framework/measurement methodologies.- Coordinates and supports the implementation and management of all aspects of the enterprise operational risk
  • 223. framework/measurement methodologies, including tools, processes, policies, and procedures to identify, assess,measure, and monitor operational risk in the business units.- May review with the business units operational risk capital calculation results.- Monitors major and critical operating risk issues for business units.- Oversees the operational risk activities of the business units compliance officers, policy managers, and businesscontinuity recovery program coordinators.- Liaison with corporate security.- Participates in the review of new banking products and services, or products that impact banking sales andoperations.- Manages the business units processes for elevating operational risks to more senior levels of management and tobanks Operational Risk team.- Participates in the development of the business units operational risk policies, procedures, risk limits, and approvalauthorities.More About the Position40 Hours per WeekVisa Candidates Considered - NoThis company is a great place to work because:What sets The Company apart from other banks is our team members-they embody the optimistic spirit of the West.There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of ourBank. They reflect our modern western values--straightforward, entrepreneurial and optimistic. We seek to create acorporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity - anenvironment where team members are engaged, supportive of one another and enthusiastic about serving ourcustomers. The Company offers the stability of a company that has a 135 year history and is part of BNP Paribas, aEuropean leader in global banking and financial services and one of the 6 strongest banks in the world. We offeropportunities across our diverse business lines - Retail Banking, Commercial Banking, National Finance, and WealthManagement.The Candidate
  • 224. 5+ to 7 years of experienceManagement Experience Required - YesMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallyThe Ideal CandidateMinimum of five years of operations risk management with specific experience in fraud strategy development,monitoring and analyses at a financial institution.- Must have solid organizational skills, with the ability to handle complex projects in a multi-tasking environment andmeet deadlines with quality results.- Must possess strong written and verbal communication skills.- Strong analytical and problem-solving skills coupled with thoroughness and attention to detail is highly desired.- Able to work independently and proactively to take initiative to solve problems quickly.- Desire and ability to work closely with the data and technology specialists on project assignments.- Bachelors degree or equivalent combination of education and experienceFinancial Consultant - PhiladelphiaFinancial Services - Investment ManagementFinance / Accounting - Financial Products Sales / BrokerageFull-timeUnited States - Pennsylvania - PhiladelphiaThe CompensationBenefits - Full
  • 225. Relocation Assistance Available - NoCommission Compensation - YesBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionWe will be hiring Financial Consultants immediately.Sell a broad array of Investment & Insurance products to bank customers. Meet with customers to determineinvestments needs, recommend investment strategies and present investment choices. Call on potential clients tonew business by promoting CCOISC products and services. Develop and maintain solid working relationships withbranch personnel in assigned territory.Qualifications:Series 7 and 63, Life Accident & Health required.Series 24 & 65 a plus.Must have a Bachelors degree or equivalent work experience.3-5 years experience selling investment products, and excellent oral and written communication skills.A team orientation with a strong work ethic and entrepreneurial spirit are desired.Other Information:
  • 226. Hours per Week: 40Work Schedule: Monday-Friday 8:00AM-5:00PMEqual Employment Opportunity:More About the PositionVisa Candidates Considered - NoThe Candidate1+ to 2 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallyCandidate Screening QuestionsDo you have a series 7 & 63?Is the trailing 12 over 150?Community Relationship Manager Team MgrFinancial Services - Commercial BankingFinance / Accounting - Credit / Lending / CollectionsFull-time
  • 227. United States - Minnesota - RochesterThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidateCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionManages relationships with Community Banking commercial customers. Grows revenue as directed by seniormanagement by successfully prospecting for new business and retaining and expanding existing customerrelationships. Responsibilities include: approving loans within assigned limits, managing loan and portfolio creditquality, sourcing prospects and developing new customer relationships, providing financial advice to customers,selling appropriate bank products and services to those prospects and clients, identifying and successfully capitalizingon cross-sell opportunities and making appropriate referrals. Manages a small team of employees (3 or more).More About the PositionVisa Candidates Considered - NoThe Candidate7+ to 10 years of experience
  • 228. Management Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallySkills and Certifications (bold if required)Strong business development/sales skillsStrong relationship management skillsStrong analytical/problem-solving skillsStrong decision-making skillsExcellent presentation skillsStrong verbal & written communication skillsThe Ideal Candidate8-10 yrs community/commercial banking experience. Solid lending skills and etensive knowledge of credit and creditquality.Market Leader- Wealth Management GroupFinancial Services - Investment BankingFinance / Accounting - Financial Planning / AdvisingFull-timeUnited States - New Mexico - Albuquerque - AlbuquerqueThe CompensationBenefits - Full
  • 229. Relocation Assistance Available - Possible for the ideal candidateCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionBe a part of one of the fastest growing businesss at The Company by managing the business and the Private ClientAdvisors within our Wealth Management Group!The Company Wealth Management provides wealth planning consulting, investment management, personal banking,and trust services. The group is part of BNP Paribas global wealth management business of more than 6,000professionals worldwide with nearly $10 billion** in assets under management in the United States.We offer an exceptional benefits program, including a 401k plan that matches 100% on the first 6%, careeradvancement and a competitive compensation package.Purpose Statement:The Market Leader will manage, support and guide the Private Client Advisors (PCA)s in their market with theonboarding, development, and retention of all client relationships. Additionally they are responsible for managingtheir PCAs in the identification and evaluation of loans and deposits business opportunities, trust/fiduciary, andinvestment management opportunities, and ensuring the existence of proactive relationship plans and salesmanagement practices that maximize the profitable and client development potential of each offices local marketRequired Education or Equivalent Experience:- Bachelors Degree in Finance, Accounting, Business or related field required- Masters/Advanced Degree in Business Administration or Finance preferred
  • 230. - Required license(s) or certifications FINRA Series 7, 65 or 66 and Life InsuranceRequired Experience- 8+ years of specialized wealth management experience, such as in the fields of private client advisory, trustadministration and investment management- 2+ years Private Banking lending, sales and services, and portfolio management experience- 2+ years of supervisory or managerial experienceMore About the Position40+ Hours per WeekVisa Candidates Considered - NoThis company is a great place to work because:The Company founded in 1874, a $59 billion-asset The Company offers a full range of personal, commercial, wealthmanagement and international banking services. We are a prominent West Coast based Regional Bank with over 735branches in 19 states with global financial support. BNP Paribas is our parent company headquartered in Paris, Franceand is the 6th largest financial institution in the world! We run our business pretty independently of our parentcompany.Our philosophy at Banc West Investment Services is to do the RIGHT thing for the customer- we have no proprietaryproducts and offer a broad list of products and services to choose from. We foster a team environment one in whichembraces being open, straightforward, entrepreneurial and optimistic. We enjoy helping others, sharing our expertiseand providing great service.Our Vision:We are building toward a next generation model in Wealth Management that allows us to tell clients:We pledge every day to keep your perspective at the core of everything we do, as we develop wealth planningstrategies and solutions uniquely tailored for you.
  • 231. We strive to provide an exceptional customer experience by embracing the best of new ideas and bringing togetherthe right insights, expertise, services and products -- all while using the best of proven new technologies and practicesto provide you a choice of ways to manage your wealth that fit your lifestyle.Our commitment and focus on doing the right thing for customers/empower employees, do not micro-manage/friendly/open culture/growth oriented/value diversity/one team which supports each other.We are a Regional Bank with Global Financial support with a tradition of service that never allows us to lose site of theindividual customer. Company embraces your individual entrepreneurial spirit and career growth and offerscomprehensive and generous benefits package including an AWESOME 401K plan which you are immediately eligibleto participate with matching 100% up to 6% of your investment.The Candidate7+ to 10 years of experienceManagement Experience Required - YesMinimum Education - Bachelors DegreeWillingness to Travel - OftenSkills and Certifications (bold if required)series 7, 65 or 66 & Insurance licenses2+ yrs. management experienceBanking, Commercial Credit, Lending, and DepositThe Ideal CandidateRequired Education or Equivalent Experience:
  • 232. - Bachelors Degree in Finance, Accounting, Business or related field required- Masters/Advanced Degree in Business Administration or Finance preferred- Required license(s) or certifications FINRA Series 7, 65 or 66 and Life Insurance- 8+ years of specialized wealth management experience, such as in the fields of private client advisory, trustadministration and investment management- 2+ years Private Banking lending, sales and services, and portfolio management experience- 2+ years of supervisory or managerial experienceOpen Minded, client centric, team player, consenus builder, proven ability to build partnerships in a bankingenvironment, consultative selling in advisory role, and a successful track record in managed money sales.The ideal candidate has worked for these companies:Wells FargoUnion BankUS BankCitiBankChaseUS TrustBofA/Merrill Lynch
  • 233. Commercial Banking Relationship ManagerFinancial Services - Commercial BankingSales / Marketing - Business Development / New AccountsFull-timeUnited States - New York - New YorkThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidateCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - No
  • 234. Detailed Company DescriptionManages relationships with Corporate Banking customers. Grows revenue as directed by senior management bysuccessfully prospecting for new business and retaining and expanding existing customer relationships. Approvesloans within assigned limits, manages loan and portfolio credit quality, sources prospects and develops new customerrelationships. Provides financial advice to customers and sells appropriate bank products and services to thoseprospects and clients. Identifies and successfully capitalizes on cross-sell opportunities and makes appropriatereferrals.Basic Qualifications- Masters degree, or equivalent work experience- 10 or more years of Commercial or Corporate lending experience- Loan Syndications ExperiencePreferred Skills/Experience- Strong relationship management and business development/sales skills- Well-developed analytical and problem-solving skills- Considerable knowledge of credit and credit quality- Thorough knowledge of bank products and services- Ability to work effectively with individuals and groups in managing customer relationships- Excellent presentation, verbal and written communication skillsMore About the PositionVisa Candidates Considered - NoThis company is a great place to work because:Were honored to be recognized by Fortune Magazine as the 2013 Most Admired Superregional Bank in the world.
  • 235. The Company is a diversified financial services holding company and parent company of U.S. Bank NationalAssociation,(U.S. Bank) the nation’s fifth-largest commercial bank. Recognized for its strong financial performance,prudent risk management, capital generation and product quality, The Company provides a wide range of financialservices for consumers, businesses, government entities and other financial institutions. U.S. Bank’s branch networkserves 25 states, and we offer regional consumer and business banking and wealth management services, nationalwholesale and trust services and global payments services to over 17.4 million customers. Founded in 1863 undernational Charter #24, U.S. Bank is the nation’s second oldest bank operating under its original charter. The companywill celebrate its 150th anniversary in 2013. The Company employs 66,000 people.The Company At A Glance (As of December 31, 2011)--------Rank: U.S. Bank is 5th largest U.S. commercial bankAsset size: $340 billionDeposits: $231 billionLoans: $210 billionCustomers: 17.4 millionBank branches 3,085Businesses: Consumer and business banking and wealth management: Regional Wholesale banking and trust services:National Payment services, merchant processing and corporate trust: International NYSE symbol USBThe Candidate7+ to 10 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - Often
  • 236. Skills and Certifications (bold if required)Syndications Experience?Commercial Dealer Services Experience?Relationship Management or Business Development experience in a large financial institution?The Ideal CandidateThis person can be based anywhere from Chicago, IL to the East Coast. The location is extremely flexibile within thatregion.The Hiring Manager will NOT look at anyone who does not have a strong syndications background.The ideal candidate has worked for these companies:Any other major financial institution (super regional or national banks)41402 - Profitability AnalystFinancial Services - OtherFinance / Accounting - Financial Analysis / Research/ReportingFull-timeUnited States - California - Oakland/East Bay - San RamonThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - YesOvertime Eligible - No
  • 237. Interview Travel Reimbursed - NoDetailed Company DescriptionResponsible for supporting the banks key investment decisions through data acquisition, analysis andrecommendation. The group works closely with the Business Lines and other support groups to collect, interpret,model and analyze data to support influence and support the decision making of the Controller, CFO and President.The group works closely with Marketing, Retail Product Team, Line of Business specialists as well as other members ofthe FP&A team. The group has a strong understanding of banking operations as well as profitability modelingtechniques. There is both a strong element of data acquisition, manipulation as well as modeling and presenting thefindings to senior management. Today the group is responsible for building a framework to support product, branch,channel, segment and customer profitability as well as working to understand marketing investments. The group buildadditional capacity to evaluate portfolio performance and build driver based predictive models to be used in thebanks forecasting efforts.This role is responsible for performing product and customer profitability analysis, working closely with businesspartners to provide analysis for investment or new product decisioning as well as supporting and contributing to thebroader financial analysis function within the teamEssential Job Functions1. Works closely with business partners to understand key characteristics and revenue/cost sources for each productand client segments2. Perform product or customer level profitability analysis to support strategic decisions on product pricing for existingproducts and new product development, marketing campaigns and other product related profitability decisions.3. Analyze customer transaction data and propose client segmentation criteria4. Develop product profitability and performance tracking reporting to clearly communicate actual results, trends andidentify opportunities.5. Develop driver based financial modeling to assist business forecasting, budgeting and analysis6. Work in conjunction with Activity Based Management Reporting Group to refine cost assumptions and in definingmodel requirements to integrate the Product P&L Profitability Model into HPCM7. Work with Data Management Group and provide data requirements on building out customer/product data tables;Validates data accuracy between the general ledger and product/customer level database
  • 238. 8. Performs ad-hoc analysis as needed to support business and functional prioritiesEducationRequired Education or Equivalent Experience- Bachelors Degree requiredRequired Experience- 3 or more years of experience working the finance department with supporting investment decisionsMore About the Position40 Hours per WeekVisa Candidates Considered - NoThe Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallyTarget Addl Comp - $9,000 - $11,000**Financial Consultants Top Producers** PittsburghFinancial Services - Investment ManagementFinance / Accounting - Financial Products Sales / Brokerage
  • 239. Full-timeUnited States - Pennsylvania - PittsburghThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - YesBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionWe need to hire Financial Consultants immediatelySell a broad array of Investment & Insurance products to bank customers. Meet with customers to determineinvestments needs, recommend investment strategies and present investment choices. Call on potential clients tonew business by promoting CCOISC products and services. Develop and maintain solid working relationships withbranch personnel in assigned territory.Qualifications:Series 7 and 63, Life Accident & Health required.Series 24 & 65 a plus.Must have a Bachelors degree or equivalent work experience.
  • 240. More About the PositionVisa Candidates Considered - NoThe Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - NeverData Analytics Analyst IIFinancial Services - OtherFinance / Accounting - Other Finance / AccountingFull-timeUnited States - California - Oakland/East Bay - San RamonThe CompensationBenefits - FullRelocation Assistance Available - Possible for the ideal candidateCommission Compensation - NoBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - No
  • 241. Detailed Company DescriptionSummary:Responsible for performing data analytics, report development, and interactive dashboard development usingindustry leading data visualization strategies to clearly and easily explain the information being presented to aconsumer of the data. Responsible for leading the report development and end user training for the function utilizingOracle Business Intelligence (OBIEE).Requirements:• Identifies data analytics opportunities, designs, and executes test, data extraction, and analysis.• Works with business lines in identifying and developing reporting needs, analytics and creating requirementsdocumentation.• Act as the liaison between Corporate FP&A and IT.• Develop solutions utilizing Oracle Business Intelligence and Oracle Reports from existing reports with minimal inputfrom the business.• Utilizes industry leading data visualization strategies to clearly explain the information being presented.• Responsible for complex report development and management using Oracle Business Intelligence, Oracle Reports(OBIEE) and Oracle SQL queries.• Responsible for monthly maintenance of production reports.• Complete documentation and procedures on analytic and reporting solutions.• Provide system training, testing, and support to various projects and end-users.• Coordinate with IT department on various system projects.Qualifications:• Bachelor’s Degree in IS, Computer Science or a related field required.• 3+ years of experience in Banking is required.• Complete knowledge and understanding of financial institution balance sheet, profit and loss and financial analysis
  • 242. techniques.• 3+ years information technology experience.• 3+ years Oracle Business Intelligence (OBIEE) report development experience.• Proficient in writing complex Oracle SQL queries.• 5+ years data analytics experience.• 3+ years report and interactive dashboard development experience.• Proven experience with taking existing reports and transforming into an interactive technology based solution thatis more efficient, robust, and easier to maintain utilizing Oracle Business Intelligence and Oracle Reports (OBIEE).• Ability to solve complex analytical and data integrity problems while prioritizing and managing multiple tasks.• Experience in building relational data structures, including relationships between tables and grouping data.• Technical skills to manipulate and analyze data in a variety of formats (e.g. SQL, Access, JCL).• May act in a project lead capacity on various system projects.More About the Position40 Hours per WeekVisa Candidates Considered - NoThe Candidate5+ to 7 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - Occasionally
  • 243. Skills and Certifications (bold if required)3+ years Oracle Business Intelligence (OBIEE) report development experience.3+ years of experience in Banking is required5+ years data analytics experience.3+ years report and interactive dashboard development experience.Target Addl Comp - $9,000 - $11,000(3339) - Tax Senior AssociateAccounting / AuditingFinance / Accounting - AccountantFull-timeUnited States - Washington - SpokaneThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionJob Description-OverviewA Core Tax Services Senior Associate is responsible for utilizing research skills, applying tax foundational knowledge tounderstand potential tax issues, gathering client information necessary for filing, participating in tax planning,
  • 244. recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax softwareapplications to complete tax returns for review. In this role, the Core Tax Services Senior Associate may be chargedwith supervising and reviewing the work of Core Tax Services Associates.External Job Description - Essential Duties/FunctionsTax ComplianceEnsures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax andreporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the CompanysTax Quality Manual (TQM).- Manages projects by planning the tax process and the procedures to be performed with quality;- Answers preparer questions, and coordinates engagement from onset by communicating expectations andprocedures with preparers;- Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues;- Meets internal deadlines to match the client expectations for timely delivery of service;- Identifies book-to-tax differences.Research
  • 245. Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and conciselyreports the analysis.- Applies most Firm and professional standards for preparation of WTA and tax returns.ASC 740-10 (FAS 109 and FIN 48) Tax AccrualsCorrectly and proactively applies Firm policies, standards, and the Company Tax Quality Manual (TQM) regarding FAS109 and FIN 48.- Prepares provision workpapers and discusses with the appropriate team members;- Identify and discuss uncertain positions with team members;- Review & prepare footnote disclosures in compliance with 740-10-55.Tax ConsultingAssists with developing, recommending, and implementing efficient and effective methods to maximize clientbenefits, especially by decreasing clients current and future taxes.
  • 246. - Identifies consulting opportunities to reduce clients tax liability;- Provides efficient and effective support for client consulting projects;- Gathers relevant information for controversy work, efficiently and effectively;- Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creatingmemorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom.Strategy DevelopmentIntroduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g.,by reducing taxes or expenses or providing non-tax benefits.- May be required to prepare studies of tax implications and offers clients alternative courses of action.Other duties as requiredSupervisory Responsibilities:
  • 247. - May supervise and manage the day-to-day work assignments of Core Tax Services Associates- Provides verbal and written performance feedback to Core Tax Associates, as necessary- Acts as mentor to Core Tax Services AssociatesExternal Job Description - QualificationsEducation:- Bachelors degree in Accounting or other relevant field required- Masters degree in Accounting beneficial, masters degree in taxation preferredExperience:- Two (2) to three (3) years of prior experience- Experience with corporate taxation, consolidations, and partnerships preferred- Prior basic supervisory experience preferred
  • 248. - Prior experience preparing and reviewing of tax provisions preferredLicense/Certifications:- Passed CPA Exam preferredSoftware:- Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat- Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process softwareincluding GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard taxworkpapersOther Knowledge, Skills & Abilities:- Solid verbal and written communication skills
  • 249. - Able to follow instructions as directed by members of Tax Team- Able to prepare simple tax returns- Takes appropriate actions without being asked- Seeks advice of appropriate superiors regarding issues, problems related to compliance- Ability to effectively delegate work as needed- Trains other team members- Strong analytical, research and critical thinking skills- Able to work well in a team environmentMore About the PositionVisa Candidates Considered - NoThe Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - Never
  • 250. SBA Business Development Officer IIFinancial Services - Commercial BankingSales / Marketing - Business Development / New AccountsFull-timeUnited States - Washington - Seattle - WashingtonThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - YesBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionPosition SummaryGenerates SBA loans, deposits and fee income for the Regional Banking Group. Works in partnership with BranchManagers and Branch sales staff to develop new SBA business relationships. Responsible for originating and fundingSBA loans in designated area. Annual production objectives are generally around $10 million.Position Accountabilities
  • 251. 1. Generates new business through prospecting, outside calling, networking and referrals. Makes a substantialnumber of outside, in-person calls on prospects and clients requiring extensive automobile travel.2. By year-end, achieves 100% of established annual production objective (APO) that will be determined at or near thebeginning of every year. Achieves at least 20% of the established APO in the first calendar quarter; 25% in the secondand third calendar quarters; and 30% in the fourth calendar quarter. The quarterly objectives are based onmanagements determination of the funding seasonally within the SBA industry.3. Develops and implements marketing activities within the budgetary constraints established by supervisor. Alsoworks with the Regional Manager and/or Branch Manager to develop and implement marketing plans. Marketing areais designated by the National Sales Manager. Marketing activities outside designated area will require supervisoryapproval.4. Works to foster new and expand existing customer relationships through cross-selling products and services.5. Develops and maintains a referral source database for both local and the bank overall SBA marketing purposes.6. Maintains and applies a thorough understanding of the banks credit policy, SBA eligibility and all necessarybusiness practices to ensure the submission of accurate and complete loan application packages.7. Actively participates in local SBA district functions with assigned marketing area.8. Provides management with input regarding current policies and practices.9. Assists the bank in the promotion of all product lines offered in assigned market.10. Generates loans that maintain an acceptable level of performance. Assists special assets and credit services in anyrequested servicing action within assigned marketing area.
  • 252. 11. Performs other duties as assigned.Job SpecificationsReq Education or Equivalent Experience- Bachelors degreeRequired Experience- Three to five years of calling experience with the financial services industryField of Experience- Thorough knowledge of SBA lending rules, regulations and practices.Administrative/Technical Skills- Verbal and written communication and presentation skills- Knowledge of Word and ExcelMore About the Position40 Hours per WeekVisa Candidates Considered - No
  • 253. This company is a great place to work because:The Company is an institution whose history spans over 130 years, and whose geographical reach extends over 19states, as well as over 84 countries through our affiliation with BNP Paribas, one of the worlds six strongest banksaccording to Standard & Poors.From our earliest days as a community bank, our focus on relationships, exceptional customer service and being agood corporate neighbor has never wavered.Today, as one of the leading regional financial services companies in the nation, our team members are dedicated tobeing our customers trusted financial partners - whether theyre opening a first account, purchasing a home, runninga small business, or leading a large corporation.When you join The Company, you will be a part of an organization that has learned how to grow and adapt in an ever-changing environment. And most of all, you will become part of a company that recognizes that our success is rootedin our relationship banking model and in the satisfaction of our customers. Thats why The Company was ranked thehighest in customer satisfaction among retail banks in the West.The Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OftenSr. .Net DeveloperFinancial Services - Investment Banking
  • 254. Information Technology - DeveloperFull-timeUnited States - Minnesota - Minneapolis - RichfieldThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - YesOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionU.S. Bank is seeking a Senior Application Developer with design and development experience to contribute toward thesuccess of our technology initiatives. Performs and/or leads the technical design and development of complexapplication systems using existing and emerging technology platforms. May participate in some applicationarchitecture functions. Estimates and defines time tables and project tasks; analyzes and estimates cost and time.Leads change impact analysis. Creates and may review unit and test plans. Identifies opportunities to improve testingprocess. Performs and/or leads design, coding, testing, implementation, and documentation of solution. Developsbasic and detailed program specifications. Ensures that expected application performance levels are achieved.Designs, codes, tests, debugs, documents, maintains, and modifies computer programs of high complexity,significance, and risk. Leads technical staff and clients to investigate, analyze, and resolve complex technicalproblems. Identifies and manages interfaces, service levels, standards, and configurations. Conducts analysis oforganizational needs for the development and implementation of application systems. Monitors operating efficiencyof existing application systems. Proactively identifies opportunities for improvement and recommends technicalsolutions. Demonstrates good understanding of the business needs driving the projects.
  • 255. The .NET Developer will be part of the Online Banking/Money Movement team of a new internet initiative to build alarge-scale SOA based system centered on multiple financial platforms delivering top-notch value to our customers.The developer will work with internal teams, business line owners, and technical, subject matter expert, and vendorresources. Design, develop, test, and document the user interface and middleware components of the online bankingapplication using various .Net technologies and frameworks.Responsibilities:· Responsible for development of web application systems for Online Banking and Money Movement.· Maintain development activities that support internet banking development, ensuring high quality work.· Understanding current .NET technoligcal trends.· Demonstrable detailed understanding of design principles and methods, technology and standards.· Interact with business users and Business Analysts to understand the requirements and create design documents.· Work with project Managers and development leads to complete assigned tasks and with expected quality and ontime.· Experience working with geographically distributed teams and vendor resourcesSuccessful applicants will exemplify US Banks ethical principles of uncompromising integrity, respect for others,accountability for decisions and actions, and good citizenship.Basic Qualifications-Bachelors degree or equivalent work experience
  • 256. -At least 7 years experience with developing and implementing applications.Preferred Skills/Experience- High level skills in:- Strong C# development skills using .Net v3.5 and 4.0- HTML, CSS- jQuery- ASP.Net- ASP.Net MVC Framework- ASP.Net AJAX- Microsoft WCF Services- web services: XML, WSDL v1.1, SOAP v1.1, v1.2- SQL Server 2005/2008- Data Access Technologies: ADO.Net Entity Framework, LINQ to SQL, nHibernate etc- Experience with the following tools:- Microsoft Visual Studio- Version control - Team Foundation Server, Visual Source Safe, ClearCase, Subversion (One or more)- nUnit or MSTest- Dependency Injection frameworks
  • 257. Working experience in:-Product and vendor evaluation-Information managementExtensive experience in:-Modeling: data, process, events, objects-IT standards, procedures, policy-Change control-Application maintenance-Application design, architecture-Application development tools-Release management-System development life cycle-Application testing-System testing
  • 258. Subject matter expert in:-Programming-ImplementationMore About the Position40 Hours per WeekVisa Candidates Considered - NoThe Candidate7+ to 10 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallyThe Ideal CandidateSenior level candidate, self starter, results oriented, highly motivated to learn. Working with Corillon on .Net will betaught. High skill level.Audit Senior - Data AnalyticsFinancial Services - OtherFinance / Accounting - Internal AuditFull-timeUnited States - Virginia - McLean/Arlington - McLean
  • 259. The CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - NoBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionJob Duties:-Conducting audit reviews of the organizations financial and operational processes to ensure compliance and bestpractices-Performing data analytics/testing automated controls-Making recommendations to the Audit Committee or Board of Directors on issues raised during audit procedures-Providing detailed feedback to business unit management-Leading specific control initiatives, firm-wide process changes or for conducting special investigations-Providing resolutions to an assortment of problems-Working under normal supervision while following established directionsCandidates will have the following qualifications:-Bachelor degree in Quantitative Finance, Statistics, Mathematics, Accounting, Business, and Economics or equivalent
  • 260. experience; advanced studies/degree preferred-2-4 years experience with Big 4 or working in internal audit in the financial services industry-Experience using data analytics tools like SAS, SQL, and ACL are required-Solid background in performing data analytics and/or testing automated controls as this position will perform dataanalytics work using tools like SAS/SQL/ACL in support of internal audits throughout the company- CIA, CPA, CFE, CFA, CISA certifications or interest in obtaining a certification in one of these disciplines is stronglypreferredMore About the PositionVisa Candidates Considered - NoThis company is a great place to work because:No travel required.Work life balance.Support of CIA, CPA, CISA, CISSP, and CFA preparation, certification and continued professional education.Room for career growth and advancement.The Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - Never
  • 261. Skills and Certifications (bold if required)SASSQLACLData AnalyticsThe Ideal CandidateHas big 4 Public Accounting firms or Consulting firms - on the Audit or Consulting side with financial services clients.CPA or CIA preferred as well as experience working with SAS, SQL, Access, ACL, etc. Data analytics experience isneeded.The ideal candidate has worked for these companies:Big 4 Public Accounting firms or Consulting firms - on the Audit or Consulting side with financial services clients. CPAor CIA preferred.(3561) Tax Senior HoustonAccounting / AuditingFinance / Accounting - TaxesFull-timeUnited States - Texas - HoustonThe CompensationBenefits - FullRelocation Assistance Available - No
  • 262. Commission Compensation - NoBonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionA Core Tax Services Senior Associate is responsible for utilizing research skills, applying tax foundational knowledge tounderstand potential tax issues, gathering client information necessary for filing, participating in tax planning,recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax softwareapplications to complete tax returns for review. In this role, the Core Tax Services Senior Associate may be chargedwith supervising and reviewing the work of Core Tax Services Associates.External Job Description - Essential Duties/FunctionsTax ComplianceEnsures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax andreporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO TaxQuality Manual (TQM).- Manages projects by planning the tax process and the procedures to be performed with quality;- Answers preparer questions, and coordinates engagement from onset by communicating expectations andprocedures with preparers;- Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues;
  • 263. - Meets internal deadlines to match the client expectations for timely delivery of service;- Identifies book-to-tax differences.ResearchIdentifies when research is needed; clearly and concisely frames issues to be researched; and clearly and conciselyreports the analysis.- Applies most Firm and professional standards for preparation of WTA and tax returns.ASC 740-10 (FAS 109 and FIN 48) Tax AccrualsCorrectly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109and FIN 48.- Prepares provision workpapers and discusses with the appropriate team members;- Identify and discuss uncertain positions with team members;
  • 264. - Review & prepare footnote disclosures in compliance with 740-10-55.Tax ConsultingAssists with developing, recommending, and implementing efficient and effective methods to maximize clientbenefits, especially by decreasing clients current and future taxes.- Identifies consulting opportunities to reduce clients tax liability;- Provides efficient and effective support for client consulting projects;- Gathers relevant information for controversy work, efficiently and effectively;- Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creatingmemorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom.Strategy DevelopmentIntroduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g.,by reducing taxes or expenses or providing non-tax benefits.- May be required to prepare studies of tax implications and offers clients alternative courses of action.
  • 265. Other duties as requiredSupervisory Responsibilities:- May supervise and manage the day-to-day work assignments of Core Tax Services Associates- Provides verbal and written performance feedback to Core Tax Associates, as necessary- Acts as mentor to Core Tax Services AssociatesExternal Job Description - QualificationsEducation:- Bachelors degree in Accounting or other relevant field required- Masters degree in Accounting beneficial, masters degree in taxation preferred
  • 266. Experience:- Two (2) to three (3) years of prior experience- Experience with corporate taxation, consolidations, and partnerships preferred- Prior basic supervisory experience preferred- Prior experience preparing and reviewing of tax provisions preferredLicense/Certifications:- Passed CPA Exam preferredSoftware:- Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat- Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software
  • 267. including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard taxworkpapersOther Knowledge, Skills & Abilities:- Solid verbal and written communication skills- Able to follow instructions as directed by members of Tax Team- Able to prepare simple tax returns- Takes appropriate actions without being asked- Seeks advice of appropriate superiors regarding issues, problems related to compliance- Ability to effectively delegate work as needed- Trains other team members- Strong analytical, research and critical thinking skills- Able to work well in a team environment
  • 268. More About the PositionVisa Candidates Considered - NoThe Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - OccasionallySBA Business Development Officer IIFinancial Services - Commercial BankingSales / Marketing - Business Development / New AccountsFull-timeUnited States - Texas - DallasThe CompensationBenefits - FullRelocation Assistance Available - NoCommission Compensation - Yes
  • 269. Bonus Eligible - NoOvertime Eligible - NoInterview Travel Reimbursed - NoDetailed Company DescriptionPosition SummaryGenerates SBA loans, deposits and fee income for the Regional Banking Group. Works in partnership with BranchManagers and Branch sales staff to develop new SBA business relationships. Responsible for originating and fundingSBA loans in designated area. Annual production objectives are generally around $10 million.Position Accountabilities1. Generates new business through prospecting, outside calling, networking and referrals. Makes a substantialnumber of outside, in-person calls on prospects and clients requiring extensive automobile travel.2. By year-end, achieves 100% of established annual production objective (APO) that will be determined at or near thebeginning of every year. Achieves at least 20% of the established APO in the first calendar quarter; 25% in the secondand third calendar quarters; and 30% in the fourth calendar quarter. The quarterly objectives are based onmanagements determination of the funding seasonally within the SBA industry.3. Develops and implements marketing activities within the budgetary constraints established by supervisor. Alsoworks with the Regional Manager and/or Branch Manager to develop and implement marketing plans. Marketing areais designated by the National Sales Manager. Marketing activities outside designated area will require supervisoryapproval.4. Works to foster new and expand existing customer relationships through cross-selling products and services.
  • 270. 5. Develops and maintains a referral source database for both local and the bank overall SBA marketing purposes.6. Maintains and applies a thorough understanding of the banks credit policy, SBA eligibility and all necessarybusiness practices to ensure the submission of accurate and complete loan application packages.7. Actively participates in local SBA district functions with assigned marketing area.8. Provides management with input regarding current policies and practices.9. Assists the bank in the promotion of all product lines offered in assigned market.10. Generates loans that maintain an acceptable level of performance. Assists special assets and credit services in anyrequested servicing action within assigned marketing area.11. Performs other duties as assigned.Job SpecificationsReq Education or Equivalent Experience- Bachelors degreeRequired Experience- Three to five years of calling experience with the financial services industry
  • 271. Field of Experience- Thorough knowledge of SBA lending rules, regulations and practices.Administrative/Technical Skills- Verbal and written communication and presentation skills- Knowledge of Word and ExcelMore About the Position40 Hours per WeekVisa Candidates Considered - NoThis company is a great place to work because:The Company is an institution whose history spans over 130 years, and whose geographical reach extends over 19states, as well as over 84 countries through our affiliation with BNP Paribas, one of the worlds six strongest banksaccording to Standard & Poors.From our earliest days as a community bank, our focus on relationships, exceptional customer service and being agood corporate neighbor has never wavered.Today, as one of the leading regional financial services companies in the nation, our team members are dedicated tobeing our customers trusted financial partners - whether theyre opening a first account, purchasing a home, runninga small business, or leading a large corporation.
  • 272. When you join The Company, you will be a part of an organization that has learned how to grow and adapt in an ever-changing environment. And most of all, you will become part of a company that recognizes that our success is rootedin our relationship banking model and in the satisfaction of our customers. Thats why The Company was ranked thehighest in customer satisfaction among retail banks in the West.The Candidate2+ to 5 years of experienceManagement Experience Required - NoMinimum Education - Bachelors DegreeWillingness to Travel - Often

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