People Management

People Management Finance Jobs

16 jobs found

VP Commercial Credit Administration Manager

MOUNTAINONE BANK Rockland, MA

27d ago

$120k - $165k/yr Full time Manager Administration Banking

Manager Administration Banking

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Job Description

Job Summary

The VP Commercial Credit Administration Manager leads and mentors the team while ensuring effective underwriting and risk assessment outcomes. In line with established policies and procedures, this role conducts credit analysis for new loan requests and oversees the existing portfolio, including annual reviews, loan modifications, tracking financial information, and managing credit administration reports to strengthen the overall risk management of the commercial loan portfolio. The position collaborates with the credit team and the commercial lending team to identify and resolve complex credit issues. Independently approving commercial loans up to $500,000 in TCC, this role supports external loan review and maintains and updates the Commercial Loan Policy and BHG Policy.

Salary Range

$120,000 - $165,000 per year, based on experience

Location

Rockland, MA 02370

Primary Responsibilities

Analyze financial statements, management profiles, business cycles, historical operating performance, and cash flow to assess credit risk.
Supervise all analysts, supporting their professional development.
Directly work with analysts to enhance credit analysis skills and writing, resulting in comprehensive, in-depth credit analyses for loan transactions with moderate complexity, with minimal supervision from the Credit Manager.
Provide constructive comments and recommendations on loan terms and structures to minimize credit risks and protect the bank’s capital.
Balance the balance between credit considerations and lending needs, collaborating with analysts and lenders to reach well-reviewed recommendations that comply with regulatory and bank standards.
Independently complete key underwriting for mid-size to large commercial loan requests in a timely fashion, including but not limited to commercial mortgages, commercial and industrial loans, working capital revolving credit loans, and commercial construction loans.
Prepare and review in-depth written analyses for relationships of varying size and complexity, ensuring compliance with laws, regulations, guidelines, and bank policies.
Perform analysis and research required for the annual review of all borrower relationships as well as the annual review and renewal of all working capital revolving lines of credit, and renewal of maturing loans.
Interact with customers, bank officers, and Loan Operations to respond to inquiries, questions, problems, and other credit issues in a timely manner.
Conduct thorough appraisal reviews to ensure all appraisals used by the bank comply with related appraisal regulations and the bank’s internal appraisal policy.
Provide routine and ad hoc reports to effectively manage the commercial loan portfolio.
Prepare periodic industry analyses to identify credit concentrations and improve underwriting, particularly in new industries, while monitoring industry trends affecting the portfolio.
Oversee input, maintenance, and distribution of credit administration data related to the Finastra/Credit Quest and Abrigo Construct systems.
Manage the bank’s BHG Loan Purchase Program.
Serve as the subject matter expert on regulatory requirements related to the safety and soundness and compliance regulations of commercial lending, sharing knowledge and guidance with team members as needed.
Maintain compliance with all related bank policies, Bank Secrecy Act, confidentiality, standardized procedures, and regulations.
Engage in ongoing training to further overall banking background.
Represent the bank in the community and at business and professional association functions.
Other duties as assigned.

Qualifications

Experience in underwriting and risk assessment for commercial loans, including analysis of financial statements, cash flows, and management profiles.
Proven ability to supervise and develop analysts, and to collaborate with lending teams to reach well-considered recommendations.
Ability to underwrite mid-size to large commercial loan requests, including commercial mortgages, commercial and industrial loans, working capital revolving credit facilities, and construction loans.
Proficiency in preparing detailed written credit analyses and ensuring compliance with laws, regulations, and bank policies.
Familiarity with credit administration systems such as Finastra/Credit Quest and Abrigo Construct; experience with the BHG Loan Purchase Program is a plus.
Knowledge of regulatory requirements related to commercial lending and a commitment to Bank Secrecy Act and confidentiality.
Strong communication and customer service skills, with the ability to respond to inquiries promptly and professionally.
Commitment to ongoing professional development and community involvement.

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CHIEF FINANCE OFFICER

Klamath Tribes Human Resources Chiloquin, OR

1mo ago

$48 - $85/hr Full time Accounting Budgeting Chief

Accounting Budgeting Chief

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Job Description

Position Overview

The Chief Finance Officer provides strategic leadership over all financial operations for The Klamath Tribes, ensuring the reliability and efficiency of financial systems. The role informs organizational decision making through precise financial and statistical reporting. The CFO protects tribal assets, ensures compliance with federal and state regulations, and aligns financial practices with tribal policies and long term objectives. The CFO directly supervises the Assistant Finance Officer and Fiscal Comptroller and has indirect oversight of all Finance Department staff. An adjusted work schedule may be required occasionally to meet department and organizational needs given the scope of the role.

Position Details

Classification: Professional/Management, Full-Time, Regular. Reports To: Chief Executive Officer. Location: The Klamath Tribes Administration, 501 Chiloquin Blvd., Chiloquin, OR 97624. Salary Range: $101,135 – $177,341 annually (Step Range 43–62; Full Benefits). Hourly Range: $48.62 – $85.26. Background Requirement: Executive-level experience.

Key Responsibilities

Provide executive leadership across all financial functions, including accounting, procurement, property management, information systems, and financial reporting.
Direct administration of Federal and State contracts and grants to ensure regulatory compliance and proper funding usage.
Develop and enforce Tribal investment policies to safeguard financial resources and ensure prudent stewardship.
Maintain and enhance financial systems, internal controls, and operational procedures to support organizational effectiveness and accountability.
Produce timely and accurate financial statements, reports, and analyses to inform strategic planning and executive decision making.
Lead, mentor, and evaluate Finance Department leadership and staff, fostering professionalism, accuracy, and continuous improvement.
Collaborate with executive leadership to develop budgets, forecasts, and long term financial strategies.
Ensure the organization has the financial and statistical information necessary to operate efficiently and meet its mission.
Represent the Finance Department in executive meetings, Tribal Council sessions, and external audits.

Position Objectives

Ensure all financial systems are fully operational, compliant, and aligned with organizational needs.
Provide reliable financial and statistical information to support governance and management.
Strengthen financial oversight, internal controls, and accountability across all Tribal programs and departments.
Support the long term financial health and sustainability of The Klamath Tribes through sound fiscal management and strategic planning.

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Senior Trust Operations Officer

Guaranty State Bank & Trust Co Beloit, KS

1mo ago

Full time Senior Banking Beneficiary Distributions

Senior Banking Beneficiary Distributions

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Job Description

Location: Beloit, Kansas 67420

Overview

We are seeking a Senior Trust Operations Officer to join our team that values long-term relationships and exceptional service. In this role, you will manage a portfolio of trust accounts and provide expert guidance across generations.

Key Responsibilities

Administer and service trust accounts, including opening, funding, maintaining, annual reviews, discretionary distribution evaluations, and interpretation of governing documents, such as wills, trusts, amendments, and related instruments.
Build strong relationships with clients, advisors, attorneys, and internal partners.
Develop new customer relationships, identify opportunities within the community, and promote the bank's full range of financial services.
Support estate settlements by coordinating with attorneys and accountants, reviewing documents, approving expenses, facilitating tax preparation materials, and ensuring accurate and timely beneficiary distributions.
Coordinate trust tax return preparation, review returns, and assist in enhancing internal policies and procedures.
Lead or contribute to key initiatives, including IRA program development, financial planning integration, system conversions, and process improvements.
Manage and oversee trust department staff, providing guidance, performance coaching and reviews, and operational leadership and training to ensure accurate administration of trust accounts and delivery of exceptional client service.

Why Join Us

The Guaranty takes pride in creating a professional, supportive workplace where employees are empowered to succeed. Our team thrives in a culture built on integrity, service, and partnership. We offer competitive compensation, industry-leading benefits, and meaningful opportunities for long-term career growth. If you value joining a trusted financial institution that respects your expertise and well-being, consider a future with us.

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Director, Research and Portfolio Strategy

Vicus Capital State College, PA

1mo ago

$115k - $150k/yr Full time Alternative Investments Asset Allocation Director

Alternative Investments Asset Allocation Director

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Job Description

Location and Work Arrangement

The position is based at our headquarters in State College, PA 16801. Relocation assistance is not provided, and remote work is not available for this role.

What We Are Looking For

We seek a candidate who is passionate about investing and focused on managing money for clients rather than relying solely on computer models. This role will join our investment committee, so prior experience in investment allocation decision making is essential, ideally within an RIA setting. Candidates should be able to point to examples of over weighting and under weighting asset classes such as growth versus value, large versus small cap, international versus domestic equity, and equity versus fixed income. Investment ideas are generated both independently and in collaboration with the team, and all members are encouraged to challenge and defend investment theses.

What You Are Looking For

As a dedicated analyst with a strong aptitude for asset allocation decisions, you seek a larger voice in portfolio management and the ability to influence a range of investment strategies. You want to be in the room where portfolio construction decisions are made and enjoy being part of a small, focused team helping individual clients achieve their financial futures.

Position Summary

The Director, Research and Portfolio Strategy will lead the investment research initiatives of our Investment Strategy team and report to the CEO. This team collaborates with the Chief Market Strategist to conduct thorough due diligence on mutual funds, ETFs, Private Alts, SMAs, and other investment vehicles used across client accounts, and to generate detailed fundamental research that informs asset allocation recommendations across our diverse set of strategies. As a member of the Investment Committee, this individual should possess a passion for investing and markets with a strong interest in investment research, portfolio allocation and construction, and manager due diligence. The ability to clearly communicate complex investment concepts to audiences at multiple levels of understanding is essential.

Principal Duties and Responsibilities

Allocation research for dynamic and strategic portfolio positioning, including asset classes, segments, and sectors
Investment research and due diligence of mutual funds, ETFs, Private Alts, SMAs, etc.
Writing of commentaries and presentations of investment theses
Member of Investment Committee
Manage a team of analysts
Collaborate with upper management and other members of the Investment Strategy team to provide world class service to our advisors throughout the country
Act as a liaison and product expert for our clients (financial advisors)
Communicate investment ideas and concepts at different levels of sophistication
Investment and operational projects as needed

Required Skills and Qualifications

Bachelor’s degree
Series 65 registration (or successful completion of Series 65 within 90 days of hire)
7+ years of experience in an investment analyst role
Experience performing manager due diligence
Exposure to multi-asset class allocation decision making
Preferably within an RIA
Must have a relevant industry designation (CFA, CMT, CIPM, FRM, etc.)
Experience leading a team and developing analysts
Ability to write commentaries and present investment themes in written format
Strong proficiency with Microsoft Excel
Organizational skills and track record of meeting deadlines
Demonstrated ownership of tasks and projects
Exceptional attention to detail, accuracy, and follow-through
High degree of professionalism and work ethic
Strong listening and communication skills
Can do attitude and high energy

Preferred Skills and Qualifications

10+ years of experience
Experience working with financial advisors or RIAs
Knowledge of some or all of the following is a plus: Bloomberg, Morningstar DAS, Morningstar Direct, Fidelity WealthScape, Schwab Advisor Center, FactSet, Black Diamond

About Vicus Capital

Vicus Capital is an independent investment management firm with over $3 billion in AUM headquartered in State College, PA. As a Registered Investment Advisor (RIA), we develop innovative investment strategies and advanced tools for financial advisors nationwide, delivering premier service to advisors and their clients. We pride ourselves on a family oriented work environment where employees are entrusted with ownership of their work and micro management is not practiced. We encourage evolving opportunities and ongoing advancement.

Benefits

Salary/Compensation: $115,000 - $150,000 per year
Health Insurance
Dental and Vision Insurance
Group Life Insurance
Short Term Disability Insurance
401k with safe harbor employer contributions

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Commercial Credit Mgr - Regional Commercial Banking

TD Bank New York, NY

1mo ago

$124k - $186k/yr Full time Banking Commercial Commercial Credit

Banking Commercial Commercial Credit

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Job Description

Work Location: New York, New York, United States of America

Hours: 40

Pay Details: $124,280 - $186,160 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line of Business: Personal & Commercial Banking

Job Description

The Commercial Credit Manager (CCM) oversees quality underwriting, compliance, and credit monitoring for an assigned portfolio, while supporting new business development in alignment with credit risk policy and TD Bank Group's risk appetite. This role manages the credit underwriting and credit administration functions within a Regional Market or Middle Market segment. Core responsibilities include issuing credit understanding and approvals, managing credit analysts, and fostering ongoing development of credit skills and career growth for analysts. The CCM supervises a subset of credit analysts within a market where the team size justifies this leadership position. Collaboration with the Credit Officer is essential to ensure consistency with the TD Bank Group's Risk Appetite Principles, including establishing Borrower Risk Ratings and Facility Risk Ratings for new and existing relationships.

Depth and Scope

Conduct preliminary research on potential clients to assess alignment with TD Bank products and structures, while assisting in evaluating credit needs and alignment with TD Credit Risk Appetite.
Attend site visits as needed or requested.
Oversee Credit Analysts in the preparation of preliminary spreads, cash flow analyses, BRR, and term sheets used to determine whether to move forward with prospects; supervise Officer Analysis and input BRR, FRR, Covenant, and ARD.
Ensure staff are knowledgeable of and operate within applicable regulatory and compliance guidelines and procedures (including AML, Privacy, Firewalls, Systems & Information Security, FCAC, etc) and ensure required compliance attestations/training are completed within required timelines.
Assess all credit applications to ensure a high-quality risk assessment, credit structure analysis, due diligence, and credit presentation.
Balance customer risk with pricing appropriately.
Maintain joint signature approval on credits within delegated limits and provide recommendations on all others.
Ensure the overall portfolio is comprehensively monitored and controlled in line with approved guidelines and operating policies and procedures.
Interpret and apply TD’s risk management strategy (credit and operational).
Implement and operate systems to identify and mitigate operational risk issues, including serving as the Unit’s designated anti-money laundering officer.
Stay informed about changing market conditions and relevant industry issues.
Manage aspects of the customer relationship, including reviewing reports and delinquencies, signing covenant compliance forms, assisting in developing strategy if failures occur, and conducting monthly monitoring.
May lead a team of Analysts in monitoring loan covenants, loan delinquencies, and the annual review and renewal of existing credit relationships.

Education & Experience

Undergraduate degree in Accounting or Finance; MBA and MBA candidates preferred
Minimum 5 years of experience in a related field
Strong credit underwriting and administration skills
Demonstrates ability to identify and mitigate risk
Solid understanding of value-add credit structuring in a commercial banking environment
Strong communication skills with business acumen
Solid interpersonal skills
Customer focused
Strong planning and organizational skills

Physical Requirements

Domestic Travel – Occasional
International Travel – Never
Sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment – Continuous
Responding quickly to sounds – Occasional
Sitting – Continuous
Standing – Occasional
Walking – Occasional
Moving safely in confined spaces – Occasional
Lifting/Carrying (under 25 lbs.) – Occasional
Lifting/Carrying (over 25 lbs.) – Never
Squatting – Occasional
Bending – Occasional
Kneeling – Never
Crawling – Never
Climbing – Never
Reaching overhead – Never
Reaching forward – Occasional
Pushing – Never
Pulling – Never
Twisting – Never
Concentrating for long periods of time – Continuous
Applying common sense to deal with problems involving standardized situations – Continuous
Reading, writing and comprehending instructions – Continuous
Adding, subtracting, multiplying and dividing – Continuous

The above statements are intended to describe the general nature and level of work performed by individuals in this role. They are not exhaustive of all responsibilities, duties, and skills required. The listed responsibilities and duties are considered essential for ADA purposes.

Who We Are

TD is among the world’s leading global financial institutions and ranks as the fifth largest bank in North America by branches and stores. We aim to make every interaction, product, and experience genuinely human and refreshingly simple for more than 27 million households and businesses worldwide. With over 95,000 TD colleagues, we strive to build deeper relationships, execute with discipline, and deliver a faster, simpler banking experience. TD remains committed to leadership in client experience, believing all colleagues, regardless of location, are client facing. Together, we are reimagining what banking can be for clients, colleagues, and communities.

The Total Rewards Package

Our Total Rewards package reflects the investments we make in colleagues and their families to support financial, physical, and mental well-being. Total Rewards at TD includes base salary and variable compensation or incentive awards (for example, eligibility for cash and/or equity incentives, typically through participation in an incentive plan) as well as several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and recognition programs. Learn more

Additional Information

We appreciate your interest in pursuing a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we are committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

If you are pursuing a specific career path or aiming to build certain skills, we want to help you succeed. You will have regular career, development, and performance discussions with your manager, access to an online learning platform, and a variety of mentoring programs to help unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful i

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Senior Director of Finance

Facility Services Management Inc. Clarksville, TN

1mo ago

Full time Senior Budgeting Cash Flow Management

Senior Budgeting Cash Flow Management

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Job Description

Facility Services Management, Inc. provides facility maintenance, operations, repairs, construction, and renovation services to U.S. government agencies and facilities. Reporting to the President, the Senior Director of Finance serves as a member of the leadership team and is responsible for financial reporting, trend analysis, and forecasts. The Senior Director directs the organization's fiscal functions in accordance with generally accepted accounting principles issued by the Financial Accounting Standards Board, the Securities and Exchange Commission, and other regulatory and advisory bodies, and applies sound financial management techniques and practices. The role also assists with the organization's financial affairs and with the preparation of financial analyses of operations, including interim and final financial statements with supporting schedules, for the guidance of management. The position directly supervises employees and carries out supervisory responsibilities in accordance with the organization's policies and applicable laws, including interviewing, hiring and training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Essential Duties and Responsibilities

Direct the timely preparation of all financial statements for the organization and related entities, as well as reports required by government agencies.
Supervise all accounting functions to ensure compliance with GAAP and regulatory requirements, including DCAA, DCMA, FAR and CAS.
Collaborate with the President and CEO to manage banking relationships and treasury functions, including cash flow projections, to ensure adequate funds to meet the organization’s needs.
Evaluate and manage financial risks and develop plans and programs to minimize and contain risk exposures.
Prepare and monitor annual budgets in line with the business and financial strategy of the organization; identify variances and develop appropriate action plans with the Executive Team.
Produce operational and financial reports, KPI metrics, and analysis.
Provide recommendations that influence operating decisions and help improve margins.
Supervise payroll for over 600 employees across multiple states with multiple union contracts; familiarity with SCA and DBA wage requirements is required.
Update and implement the company’s accounting and financial policies and procedures.
Maintain and implement appropriate internal controls and audits.
Oversee the 401K program and CPA annual audits.
Manage cash flow, forecasting, and reporting.
Work with Joint Venture and other partners.
Collaborate with other administrative managers in negotiating benefits, liability and property insurance, and union agreements.
Oversee the control environment to ensure SOX compliance and align with shareholder reporting requirements, month-end, quarter-end, year-end closes and ad hoc requests.

Education and Experience

Bachelor’s degree in accounting or finance required.
CPA license required.
MBA preferred.
Minimum 10 years of accounting and finance experience, including at least 5 years in a senior managerial accounting role.
Minimum of 3 years of Federal Government contracting experience.
Strong knowledge of and experience with accounting and forecasting systems.
Joint Venture experience is a plus.
Excellent written and verbal communication skills.

Ideal Candidate Attributes

Demonstrates leadership aligned with the organization’s core values.
Maintains integrity and acts in the best interest of customers and employees.
Willing and able to roll up sleeves and work cross-functionally.
Thrives in a fast paced environment with changing priorities.
Comfortable interfacing with non-financial colleagues at all levels.

Location: Clarksville, Tennessee 37040.

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Financial and Investment Services Supervisor

AIPSO Johnston, RI

1mo ago

$90k - $143k/yr Full time Accounting Bachelor's Degree Compliance

Accounting Bachelor's Degree Compliance

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Job Description

AIPSO serves as a management organization and service provider for multiple insurance industry groups that administer the residual market. We operate as a national body while prioritizing local client needs. Centralization and standardization drive many services for efficiency, yet we maintain a customer-focused approach that accommodates groups with diverse interests.

Location: Johnston, RI 02919

Essential Duties & Responsibilities

Education

Bachelor’s degree from a four-year university in Accounting or Finance is preferred.
Advanced degree or CPA is preferred; additional appropriate experience may be considered in lieu of a degree.

Experience

Six or more years of accounting, financial and operational experience required.
Supervisory experience required.
Insurance industry experience and familiarity with AIPSO’s Residual Market mechanisms and related processes preferred.

Skills & Knowledge

Salary Range

Salary Range: $89,600 - $143,200 annual. Final compensation will reflect factors such as the scope and complexity of the role, location, market labor costs, the candidate’s skills, education, credentials and experience, internal equity, and other employment conditions.

AIPSO is an equal opportunity employer. All employment decisions are made on a non-discriminatory basis and in full compliance with federal, state, and local laws prohibiting discrimination in employment.