Serve as primary technical contact for financial transaction research and process improvement initiatives Manage multiple banking and investment broker relationships Manage and respond to banking requested documentation, including for international and domestic account openings and KYC compliance Manage bank account and investment reconciliations and reporting Create and

Develop and implement credit and collections policies and procedures in accordance with company objectives and industry standards Analyze customer creditworthiness and establish credit limits based on financial data, payment history, and industry trends Monitor and report on the status of accounts receivable, aging, and collections activities Negotiate payment plans and s

Mechanics Bank is currently searching for a Lending Market Leader to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on site at our Walnut Creek or Irvine, CA offices. Under the leadership of the Director of Mortgage and Consumer Lending, develops strategic growth pl

Mechanics Bank is currently searching for a Treasury Operations Specialist to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on site at our Irvine or Corona offices. Assists small business and commercial customers in setting up and maintaining Business Online Bankin

Lead financial planning, forecasting, and reporting for Creative Arts, Malaysia Studio and Localization teams. Develop strong relationships with business partners by understanding organizational priorities and drive operational initiatives to support those priorities and influence business outcomes that align with the short term and long term strategy of the business. Pla

Handle the day to day planning of client engagements. Supervise the activities of staff assigned to audit engagements. Perform and have a strong knowledge of all audit functions. Assist junior staff with understanding general audit practices, as well as Marcum LLP practices, procedures and system. Possess the desire and ability to maintain positive client relationships an

Lead and direct the activities of a team of examiner and/or risk specialist staff engaging in ongoing risk detection, monitoring, and analysis of a portfolio of supervised firms, including reviewing the work processes of team members, and directing short and long term tactical and strategic initiatives of the team. Align supervisory strategy and work processes of examinat

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most. It's a big ask , but it's one that we have the power to deliver when we work together. We collaborate and innovate pushing one another to transform not just Pacific Life, but the entire industry for the better. Why

Equity ETF Portfolio Manager Job Location(s) US CA Los Angeles Job ID 2024 1981 Category Equities Department ETF Group Type Regular Full Time Position Summary TCW is seeking an ETF Portfolio Manager (PM) and Associate Capital Markets Specialist to join the newly established ETF team. The ETF Portfolio Manager will be a key member of the ETF group of TCW and have the entre

s . The ideal candidate will have a proven track record of success in professional services organizations and possess the ability to innovate and lead in a competitive environment. Key Responsibilities Leadership and Strategic Partnership; Develop and provide insight on key financial strategic decisions to maximize firm value. Drive innovation and investment to keep the co

Acara Solutions is seeking a Client Transaction Manager II for our client, a Fortune 500 Bank in Costa Mesa, CA ! We are seeking qualified candidates with Experience managing client relationships in the Corporate Trust/Agency industry A background in transaction management or account administration Here's what you'll do Monitor relevant administrative and operational syst

Acara Solutions is seeking a Client Transaction Manager I for our client, a Fortune 500 Bank in Costa Mesa, CA ! We are seeking qualified candidates with Experience managing client relationships in the Corporate Trust/Agency industry A background in transaction management or account administration Here's what you'll do Monitor relevant administrative and operational syste

We are hiring a Regional Healthcare Manager! You are considered the healthcare business and clinical expert within a defined region and are accountable for key wins in the healthcare vertical to achieve revenue goals through our distribution network. You will stay abreast on healthcare trends and issues and identify opportunities to apply our research and insights for bot

Manage the Profit and Loss (P&L) responsibility for assigned accounts. Oversee Foodservice Customer Level Pricing and Trade Spend management. Manage Foodservice Customer Level Promotional Programs, ensuring adherence to budgetary constraints. Prepare comprehensive Week/Month/Quarter/Year End Finance Reports. Assess the effectiveness of pricing strategies and adjust pricin

Overseeing client delivery and satisfaction in Tax Filing. This includes ensuring timely and accurate responses to clients and partner teams. Additionally, it involves resolving escalations promptly and representing Tax Filing effectively in client meetings. Monitoring and auditing tasks to identify trends and improvement opportunities. You will lead process enhancement e