financial institution vice president

Piper Sandler

<div><p><b>Job Description:</b></p><p></p><p>
At Piper Sandler, we connect capital with opportunity to build a better future.</p><p></p><p>
We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.</p><p></p><p>
We are currently looking for an Investment Banking Vice President on our Healthcare Services team in New York, NY, San Francisco, CA, Chicago, IL or Charlotte, NC. Learn more about the team here.</p><p></p><p>
Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. A successful candidate will possess the following characteristics:</p><ul><li><p>
5+ years of investment banking experience or MBA degree and 3+ years of investment banking or closely related experience</p></li><li><p>
Meaningful M&amp;A transaction experience required</p></li><li><p>
Ability to lead junior bankers throughout a transaction; includes reviewing work, setting expectations and providing constructive feedback</p></li><li><p>
Business writing skills, including the ability to write compelling selling memorandums and presentations</p></li><li><p>
Strong knowledge of accounting and financial modeling</p></li><li><p>
Client management skills</p></li><li><p>
Ability to build relationships and establish trust with internal and external stakeholders</p></li><li><p>
Exceptional work ethic and a high level of enthusiasm, initiative and leadership potential</p></li></ul><p></p><p>
As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture.</p><p></p><p>
Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate &amp; venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials &amp; services, energy &amp; power, financial services, healthcare and technology. Learn more about our investment banking team here.</p><p></p><p>
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee&rsquo;s health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here.</p><p></p><p>
The anticipated starting salary for individuals expressing interest in this position is $250,000 per year. Placement is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.</p><p></p><p>
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.</p><p></p><p>
#LI-AH1</p></div>

Investment Banking Vice President - Healthcare Services

Oaktree Capital Management

<div><div><div>Job Description</div></div><div><div><div><div><div><div><div><div><div><div>
The Assistance Vice President will be responsible for executing and supporting operational activities within the private credit deal lifecycle, and will have a strong understanding of the processes, documentation, data management, and counterparty communication required to execute transactions and administer assets post-close. The candidate will work closely with investment professionals, legal and compliance, accounting and tax, technology, and reporting teams.</div><div></div><div>
Key responsibilities include</div><div><ul><li><br>
Act as a key member of a dedicated middle office team that serves as a hub for private deals and facilitates private deal closing activities</li><li>Coordinate with internal stakeholders and external counterparties to ensure accurate and efficient deal fundings, asset set up, investment monitoring and reporting accuracy</li><li>Review private deal pipeline on a regular basis to ensure that all deals are tracked in a timely manner</li><li>Analyze legal documents, such as credit agreements and fee letters, to identify critical terms for each private deal</li><li>Assist in managing all banking, custodian and facility relationships across the credit platform</li><li>Oversee outside stakeholder reporting and communication with banks, rating agencies, co-investors, auditors, or other parties</li><li>Develop a complete understanding of the roles and responsibilities, systems and processes across each internal functional group, and serve as a central point of contact between the Investment Team and the back office.</li><li>Partner with investment professionals, outside and internal counsel, tax, accounting and compliance professionals to ensure good cross-functional communication and coordination throughout the investment process.</li><li>Participate in developing and documenting operational policies, procedures and controls</li><li>Ensure proper operational procedures and controls are followed and maintained, with appropriate escalation to stakeholders</li><li>Support document management for private credit deals</li><li>Analyze process issues and bottlenecks to make improvements</li><li>Assist in process improvements and automation as well as the development of longer-term systemic solutions</li></ul></div><div></div><div>
Required Experience</div><div></div><ul><li>11-13 years of relevant experience working in an operations capacity at an asset management company, investment bank or other financial services company</li><li>2+ years of experience in private credit investment operations and middle-office support, including experience reviewing private credit documents (credit agreements, amendments, etc.) for key terms, data points and operational nuances</li><li>Strong knowledge of private credit fund concepts across a range of strategies, including corporate direct lending. Extensive knowledge of BSL market is a plus.</li><li>Strong knowledge of general finance, process documentation and cross functional operations</li><li>Solid analytical skills and ability to understand and resolve complex problems</li><li>Proficient in Microsoft Office with strong working knowledge of Microsoft Excel</li><li>Proven ability to manage tasks with competing priorities and deadlines, while independently driving projects to completion personal attributes</li><li>Outstanding organization skills with extremely high attention to detail</li><li>Outstanding initiative and a strong work ethic;</li><li>Responsible with a strong sense of dedication;</li><li>Excellent interpersonal, verbal and written communication skills;</li><li>Works well under pressure and with time constraints; and</li><li>Possesses strong integrity and professionalism.</li></ul></div></div></div></div></div></div></div></div></div><div></div><div>
Equal Opportunity Employment Policy</div><div></div><div>
Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.</div><div></div><div>
For positions based in Los Angeles</div><div></div><div>
For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.</div></div>

Assistant Vice President, Investments Ops Private

Deutsche Bank

<div><h2 class="jobSectionHeader"><b>Job Description:
</b></h2><p><b>Origination and Execution Banker
</b></p><p><b>Vice President
</b></p><p><b>ABS Primary Desk &ndash; Mortgage and Real Estate Finance
</b></p><p><b>New York
</b></p><p></p><p><b>Business/Role Specific Description
</b></p><p>You will be a member of Deutsche Bank&rsquo;s Mortgage and Real Estate Finance team that is part of the broader ABS Primary franchise. The role focuses on leading the origination, structuring, syndication and execution of ABS new issue and asset finance transactions in the mortgage and real estate sectors. Candidate will be responsible for all aspects of deal execution from client acquisition to documenting credit facilities, approving asset fundings, risk managing the credit facilities and structuring, marketing and closing associated securitizations. In such role, you will interact with a wide variety of stakeholders and transaction participants, both internally and externally, requiring strong communication skills, both written and oral.
</p><p><b>Your Role
</b></p><ul><li>Interact with a broad range of internal and external transaction participants, including internal and external legal counsel, ABS investors, secondary trading, sales, research, rating agencies, internal risk management functions, trustees, collateral administrators, corporate service providers and regulatory, tax and accounting professionals
</li><li>Leverage personal industry relationships to drive new deals
</li><li>Lead the acquisition and negotiation of credit facilities
</li><li>Lead transaction approvals with investment committee and credit risk management
</li><li>Monitoring and reporting on warehouse risk exposure
</li><li>Obtaining internal transaction approvals from risk management functions, including credit, legal, regulatory and accounting
</li><li>Portfolio analysis
</li><li>Cash flow scenario analysis
</li><li>Development of analytical modeling tools
</li><li>Determining securitization capital structure tranching and optimization
</li><li>Lead the preparation of securitization marketing materials
</li><li>Responding to investor due diligence requests
</li><li>Liaising with rating agencies to obtain securitization tranche ratings
</li><li>Reviewing and negotiating legal transaction documentation
</li><li>Facilitating closing settlement and execution
</li><li>Performing market research and analytics
</li></ul><p><b>Skills You&rsquo;ll Need
</b></p><ul><li>Strong attention to detail
</li><li>A detailed understanding of clients and products
</li><li>A positive attitude and the ability to work as part of a team
</li><li>Good quantitative skills
</li><li>Proficient communication skills, both written and oral
</li><li>Anticipate client and transaction needs
</li><li>Excellent organization / prioritization skills
</li><li>Work well under pressure
</li><li>High proficiency in Microsoft Excel &ndash; VBA/programming skills a plus, but not essential
</li><li>Undergraduate degree
</li></ul><p></p><p><b>Expectations
</b></p><p></p><p>It is the Bank&rsquo;s expectation that employees hired into this role will work in the New York, NY office in accordance with the Bank&rsquo;s hybrid working model.
</p><p></p><p>Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
</p><p></p><p>The salary range for this position in New York City is 180,000 - 250,000 . Actual salaries may be based on a number of factors including, but not limited to, a candidate&rsquo;s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
</p><p></p><div><div><p>We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
</p></div></div><p>Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
</p><p></p><p>We welcome applications from all people and promote a positive, fair and inclusive work environment.
</p><p></p><p>Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank&rsquo;s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; and Employee Polygraph Protection Act .</p></div><p></p>

ABS US Mortgage Finance Originator VP

BMO Financial Group

151 W 42nd Street New York New York,10036
<br>
<div><p><b>Vice President, Corporate Banking, FIG Asset Wealth Managers</b></p><p></p><p>
Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sub-sectors under Asset &amp; Wealth Managers, including but not limited to Fund Finance (capital call, BDC, NAV and management company financings), establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / IR / treasury products, cash management &amp; corporate cards, commodities, investment management, securitization, leasing, trade finance products, etc.) to BMO Capital Market clients. Acts as a vital portfolio manager and junior staffer for the team, providing ongoing management of the lending portfolio.</p><ul><li>
Contributes to growing / elevating the BMO and BMO Capital Market brand with a commitment to and presence in the community.</li><li>
Operates as key member of the deal team with efforts to maximize sector penetration and returns.</li><li>
Institutes cross-selling initiatives to increase ranking with client.</li><li>
Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.</li><li>
Monitors client, client industry and regulatory agencies for potential changes which may affect client&rsquo;s portfolio and business needs.</li><li>
Initiates contact with partners for new client sales.</li><li>
Partners with deal team and product specialists for accurate, detailed client information.</li><li>
Prepares credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders.</li><li>
Reviews and continually monitors performance of existing accounts and client relationships.</li><li>
Identifies opportunities to diversify client portfolios.</li><li>
Understands the needs of clients and provides relevant ideas and opinions to generate recommendations.</li><li>
Collaborates with sector coverage partners to cover clients and prospects and to identify/ deliver creative, timely solutions.</li><li>
Provides deal structuring expertise and negotiates transactions with clients.</li><li>
Prepares/oversees delivery of creative and timely &ldquo;pitches&rdquo;.</li><li>
Obtains credit concurrence and coordinates pricing approval as client advocate.</li><li>
Maintains key ongoing coverage contact with lending clients and sector managers.</li><li>
Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services.</li><li>
Identifies and leverages key decision makers and influencers in client / internal organizations.</li><li>
Interprets client strategy and anticipates needs to deliver solutions.</li><li>
Identifies opportunities for increased efficiency and improved service to internal and external clients.</li><li>
Acts as a positive change agent to drive improved efficiency and effectiveness.</li><li>
Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates.</li><li>
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.</li><li>
Builds effective relationships with internal/external stakeholders.</li><li>
Ensures alignment between stakeholders.</li><li>
Works with specialists as needed to support successful deal completion.</li><li>
Uses financial analysis to proactively identify opportunities to cross-sell.</li><li>
Generates updated financial models/ analyses as business needs and industry requirements dictate.</li><li>
Analyzes/assesses industry compilations.</li><li>
Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.</li><li>
Completes due diligence and credit analysis on new and existing client relationships. May include client visits, analysis of business models, and comprehensive review of industry trends and related regulations.</li><li>
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.</li><li>
Understand complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).</li><li>
Balances the Bank's risk appetite with the client needs in making recommendations/ proposal.</li><li>
Provides feedback on, and, supports continuous improvement opportunities.</li><li>
Identifies opportunities to find more cost-effective ways to impact the bottom line and drive profitability.</li><li>
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.</li><li>
Reviews and guides work of Analysts and Associates to deliver business results. Provides leadership for junior staff and has capability to operate as a primary portfolio manager and staffer for team.</li><li>
Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.</li><li>
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.</li><li>
Provides specialized consulting, analytical and technical support.</li><li>
Exercises judgment to identify, diagnose, and solve problems within given rules.</li><li>
Works independently and regularly handles non-routine situations.</li><li>
Broader work or accountabilities may be assigned as needed.</li></ul><p></p><p><b>
Qualifications:</b></p><ul><li>
Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.</li><li>
Undergraduate degree with focal areas of finance, economics, or accounting preferred with high academic achievement.</li><li>
MBA, CFA or equivalent experience in financial services, accounting, or legal fields.</li><li>
Relevant Asset &amp; Wealth Manager/ Fund Finance Sector experience is highly desired.</li><li>
Good knowledge of the organizational lending and portfolio management policies and objectives.</li><li>
Displays advanced deal execution and/or project management skills - ability to manage more than one client / major initiative.</li><li>
Ability to create and deliver professional presentations.</li><li>
Strong analytical skills. Expertise in financial computer applications and database management tools.</li><li>
Deep knowledge and technical proficiency gained through extensive education and business experience.</li><li>
Verbal &amp; written communication skills - In-depth.</li><li>
Collaboration &amp; team skills - In-depth.</li><li>
Analytical and problem solving skills - In-depth.</li><li>
Influence skills - In-depth.</li><li>
Data driven decision making - In-depth.</li></ul><p><i>
Please note the base salary for this role is $200,000.00USD.
</i></p><p><b>Salary:</b></p><p></p><p><b>
Pay Type:</b></p><p>
Salaried</p><p>
The above represents BMO Financial Group&rsquo;s pay range and type.</p><p>
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.</p><p>
BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards</p>
<p><b>About Us</b></p><p>
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.</p><p>
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.</p><p>
To find out more visit us at https://jobs.bmo.com/us/en
</p><p>BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.</p><p>
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.</p><p>
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</p></div>

Vice President, Corporate Banking FIG Asset & Wealth Managers

Talent Vision Services

<div><h1 class="jobSectionHeader"><b>AVP Finance</b></h1>
<div><p><b>Location:</b> Permanent Remote (From Delhi NCR)</p>
<p><b>Experience:</b> 8 &ndash; 10 Years</p>
<p><b>Education:</b> CA/CMA/MBA Finance</p>
<p><b>Salary:</b> Best in Class</p>
<p><b>Reports To:</b> CEO / CHRO</p>
</div><h2 class="jobSectionHeader"><b>Role Purpose</b></h2>
<p>At AAPNA, the AVP &ndash; Finance is more than a number-cruncher &mdash; they are a strategic business partner who drives financial governance, scalability, and profitability across IT services and product development. This role combines strategic foresight with hands-on execution, ensuring financial discipline that fuels sustainable growth.</p>
<h2 class="jobSectionHeader"><b>Key Responsibilities</b></h2>
<div><div><h3 class="jobSectionHeader"><b>1 Financial Strategy &amp; Business Partnering</b></h3>
<ul><li>Act as a strategic advisor to the CEO and leadership team on planning, pricing, and investments.</li>
<li>Support annual operating plans (AOPs) and long-term financial roadmaps.</li>
<li>Collaborate with Delivery, Sales, HR, and Product teams to strengthen margins and efficiency.</li>
</ul></div><div><h3 class="jobSectionHeader"><b>2 Financial Planning, Budgeting &amp; Control</b></h3>
<ul><li>Own budgets, forecasts, and monthly MIS.</li>
<li>Monitor revenue, EBITDA, and cash flow.</li>
<li>Establish early-warning systems for cost or revenue risks.</li>
<li>Drive project-wise and account-wise profitability analysis.</li>
</ul></div><div><h3 class="jobSectionHeader"><b>3 Revenue, Billing &amp; Pricing Governance</b></h3>
<ul><li>Oversee billing, collections, and revenue recognition.</li>
<li>Track utilization, bench cost, and pricing model performance.</li>
<li>Partner with Sales to validate financials before deal closure.</li>
</ul></div><div><h3 class="jobSectionHeader"><b>4 Accounting, Compliance &amp; Statutory Governance</b></h3>
<ul><li>Ensure compliance with Indian GAAP, GST, Income Tax, PF, ESIC, etc.</li>
<li>Manage financial closures and audits.</li>
<li>Maintain audit readiness and strong internal controls.</li>
</ul></div><div><h3 class="jobSectionHeader"><b>5 Cash Flow &amp; Working Capital Management</b></h3>
<ul><li>Drive DSO reduction and collection discipline.</li>
<li>Optimize working capital and maintain a healthy cash runway.</li>
</ul></div><div><h3 class="jobSectionHeader"><b>6 Product &amp; R&amp;D Financial Oversight</b></h3>
<ul><li>Track R&amp;D investments and ROI.</li>
<li>Develop models for pricing, GTM, and product scaling.</li>
<li>Support decisions on build vs. buy and platform enhancements.</li>
</ul></div><div><h3 class="jobSectionHeader"><b>7 Team Leadership &amp; Automation</b></h3>
<ul><li>Lead and mentor Finance, Accounts, Payroll, and Compliance teams.</li>
<li>Champion finance automation and dashboarding.</li>
<li>Build a data-driven culture of accountability.</li>
</ul></div><div><h3 class="jobSectionHeader"><b>8 ESOP Governance &amp; Execution</b></h3>
<ul><li>Manage ESOP structuring, implementation, and compliance.</li>
<li>Coordinate with valuers, auditors, and advisors.</li>
<li>Report ESOP updates to the Board and Audit Committee.</li>
</ul></div><div><h3 class="jobSectionHeader"><b>9 Banking, Payroll &amp; Compliance</b></h3>
<ul><li>Oversee remittances and reconciliations (RBI/FEMA compliant).</li>
<li>Manage payroll end-to-end.</li>
<li>Ensure compliance with POSH, Wages, and Bonus Acts.</li>
</ul></div><div><h3 class="jobSectionHeader"><b>Global Accounting &amp; Taxation</b></h3>
<ul><li>Manage accounting and taxation for the USA and Australia entities.</li>
<li>Liaise with auditors and consultants for statutory compliance.</li>
</ul></div></div><h2 class="jobSectionHeader"><b>Key Stakeholders</b></h2>
<div><ul><li>CEO and CHRO</li>
<li>Business Heads &ndash; Delivery, Sales, Product, HR</li>
<li>Auditors, Bankers, Tax Consultants</li>
</ul></div><h2 class="jobSectionHeader"><b>Qualifications &amp; Experience</b></h2>
<div><h3 class="jobSectionHeader"><b>Must Have:</b></h3>
<ul><li>CA / CMA / MBA (Finance) from a reputed institution</li>
<li>8&ndash;10 years&rsquo; experience in IT / software finance</li>
<li>Proven track record with 30&ndash;60 Cr organizations</li>
</ul><h3 class="jobSectionHeader"><b>Good to Have:</b></h3>
<ul><li>Experience in SaaS / product firms</li>
<li>M&amp;A or fundraising exposure</li>
<li>ERP / automation proficiency</li>
</ul></div><h2 class="jobSectionHeader"><b>Key Competencies</b></h2>
<div><ul><li>Strategic thinking with execution focus</li>
<li>Deep understanding of IT delivery economics</li>
<li>Integrity, ownership, and detail orientation</li>
<li>Ability to influence business outcomes</li>
</ul></div><h2 class="jobSectionHeader"><b>Success Metrics</b></h2>
<div><ul><li>EBITDA &amp; margin improvement</li>
<li>Forecast accuracy &amp; budget adherence</li>
<li>Cash flow predictability</li>
<li>Audit &amp; compliance excellence</li>
<li>Profitability visibility across projects</li></ul></div></div>

AVP Finance

Avenue 360 Health and Wellness

<div><p><b>Overview:</b></p>
<p>
The Financial Analyst supports the finance department by providing financial planning, forecasting, and data analysis to enhance decision-making and ensure financial sustainability. This role collaborates with clinical, operational, and administrative teams to ensure accurate financial reporting and compliance with federal, state, and grant requirements
 </p><p><b>Duties and Responsibilities:</b></p>
<ul>
<li>Maintain general ledger by posting, verifying, reconciling transactions, and resolving discrepancies.
</li><li>Conduct monthly and quarterly account reconciliations to ensure accurate reporting.
</li><li>Develop and maintain financial models for budgeting, forecasting, and strategic planning.
</li><li>Analyze financial performance and trends to support operational and strategic decisions.
</li><li>Prepare monthly, quarterly, and annual financial reports for internal and external stakeholders.
</li><li>Assist with grant reporting and compliance, including tracking expenditures and preparing financial documentation.
</li><li>Collaborate with department heads to develop and manage annual budgets.
</li><li>Monitor and assess financial performance, identifying variances and recommending corrective actions.
</li><li>Support audits and ensure compliance with FQHC-specific financial regulations and reporting standards.
</li><li>Provide financial insights to support program development and expansion.
</li><li>Participate in cost analysis and efficiency improvement initiatives.
</li><li>Reconcile monthly accounts to ensure accurate reporting and ledger maintenance.
</li><li>Prepare monthly and annual adjusting entries involving balance sheet accounts and income statement accounts.
</li></ul><ul><li>Review, investigate, and correct errors and inconsistencies in financial entries, documents, and reports.
</li></ul><ul><li>Assist with preparing documents for grant reviews and Medicare cost report by preparing assigned schedules and other requested materials.
</li></ul><ul><li>Assist with the monthly and annual end closes.
</li></ul><ul><li>Assist Executive Vice President of Finance with financial reporting.
</li></ul><ul><li>Other functions as assigned by the Executive Vice President of Finance</li>
</ul>
<p><b>Education, Licensure/Certification:</b>
</p><ul><li>Must have bachelor's degree in accounting or finance from accredited institution</li></ul>
<p><b>
Experience, Skills/Abilities Related Requirements:</b></p>
<ul><li>
2 to 3 years of experience in similar position</li></ul>
<p><b>
Continuing Education and Training Requirements:</b>
</p><ul><li>Participates in trainings required by the agency, funding source(s), and/or as required by licensure if applicable.</li></ul></div>

Financial Analyst

Sumitomo Group

<p></p><div><div><div><div><div><div>17 Feb 2026
</div></div></div></div><div><div><div><div>Dubai, AE, PO Box 506
</div></div></div></div><div><div><div><div><p><i>SMBC: A trusted partner for the long term</i></p><br>
<p></p>
<p><i>Here at SMBC Group, we want to help you find the next step in your career so read on to discover if this opportunity is the one for you. We like to recognise potential in our people, so we welcome your application even when your experience doesn&rsquo;t perfectly align with the job description. Whilst we&rsquo;ll always strive to be better, we&rsquo;re proud of our inclusive culture, and encourage our applicants and colleagues to be their authentic, unique selves.</i></p><br>
<p></p>
<div><div><div><div>
Who we are</div>
</div><div><div>
United by a sense of purpose towards our customers &ndash; to be a trusted partner for the long-term &ndash; and our universal banking platform in EMEA, SMBC Group has an international growth agenda and award-winning products, meaning we provide exciting opportunities to work on a diverse range of projects and initiatives. We deliver a full suite of corporate finance products and solutions to our customers as well as investment banking and advisory services, and a range of innovative solutions in global capital markets. Read on to find out how you could enhance your skills and gain valuable experience, by joining us to support our clients transition to a sustainable future.</div>
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Role Summary</div>
</div><div><ul><li>The VP Credit &amp; Execution Analyst is an integral part of the Execution Team. The VP will be responsible for supporting relationship managers in executing live transactions and managing the end-to-end deal process. This role bridges client coverage and execution by ensuring smooth transaction delivery, from origination through to closing.</li>
<li>The role requires providing comprehensive credit, structuring, and execution support to front office coverage bankers, including direct interaction with clients to gather information required for credit approvals, structuring, and negotiation of live deals including term sheets.</li>
<li>The VP Credit &amp; Execution Analyst acts as the first line of execution support, working closely with both clients and internal stakeholders to ensure that transactions meet client needs while complying with bank standards.</li>
<li>The role takes ownership of the transaction execution process &ndash; including credit applications, deal structuring, financial modelling, due diligence coordination, legal documentation, and closing &ndash; while maintaining ongoing communication with the client throughout.</li>
<li>Success in this role requires strong financial analytical skills, corporate finance knowledge and financial modelling skills, and sector expertise, combined with the ability to interface directly with clients, legal advisors, and internal risk and product teams.</li>
</ul></div></div><div><div><div>Business Area</div>
</div><div><ul><li>Middle East CIB is the principal coverage team in the Middle East for corporate clients (focusing on FIs, SWFs, Sovereigns and Corporates) across Saudi Arabia, UAE, Qatar, Kuwait and other GCC countries + Egypt, contributing revenues of c. $150m.</li>
<li>The business has around 65+ customers and the VP Credit &amp; Transaction Analyst prepares approximately 30 applications per year and manages relevant Credit and other deal related committees</li>
<li>This role is front office aligned, with responsibility for client coverage in the execution phase &ndash; ensuring clients experience a seamless process from origination to closing.</li>
<li>This role reports directly to Head of the Transaction Execution Team, operating under close supervision.</li>
<li>The role requires strong understanding of Corporate Finance theory, Corporate financial modelling skills and LMA documentation and may include knowledge of other financing approaches such as M&amp;A, trade, leasing and asset financing.</li>
<li>Main interfaces/relationships are with:</li>
</ul><ul><div><ul><li>Front Office Teams and department members up to GM level</li>
<li>Credit department, CPD, legal, other marketing departments (ECA, CBD1 &amp;2, GTFD, SPD etc), OAD, DCM and Derivatives, LCM, TD etc in EMEA</li>
<li>Other Global SMBC offices for specific transactions</li>
<li>Customers (financial and industrial), other banks and financial institutions, DFIs &amp; ECAs</li>
</ul></div></ul></div></div><div><div><div>Position Description</div>
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Background</b></div>
<ul>
<li>The VP Credit &amp; Transaction Analyst primarily leads the execution of live transactions originated or pitched by the front office, including:</li>
<li>Supporting the structuring and execution of Corporate Finance transactions (RCF/Term Loans, M&amp;A financings, Trade Loans, Derivatives etc.)</li>
<li>Preparation and presentation of client-focused, high-quality transaction summary sheets</li>
<li>Drafting and coordinating credit applications and approvals, including direct discussions with clients to ensure timely provision of financial and business information</li>
<li>Drafting Term Sheets along with relationship managers for client pitches</li>
<li>Liaising with internal KYC teams to ensure timely KYC onboarding</li>
<li>Financial modelling and scenario analysis to support credit decision-making</li>
<li>Leading the negotiation and execution of financial documentation (LMA, ISDA, bilateral/club/syndicated deals) with client involvement</li>
<li>Representing ISD in approval committees (Credit Committees, Risk Committees), ensuring that client context and transaction rationale are clearly articulated</li>
</ul>
<div><b>Accountabilities &amp; Responsibilities</b></div>
<ul>
<li>Lead the end-to-end execution of new client transactions, from structuring to closing</li>
<li>Client coverage in execution phase: liaise directly with clients to obtain required information, clarify transaction structures, negotiate key documentation terms, and manage execution timelines</li>
<li>Work alongside coverage bankers to provide credit and execution expertise in preparing proposals and client presentations</li>
<li>Liaise with internal stakeholders (Credit, Legal, LCM, OAD, CPD, Syndications, DCM, etc.) to ensure smooth execution and risk alignment</li>
<li>Prepare high-quality credit applications and transaction materials, with clear communication of client rationale and transaction risks</li>
<li>Conduct financial modelling and analysis for live transactions, providing insights for both clients and internal approval committees</li>
<li>Lead the LMA/ISDA documentation process, including coordination with clients and external counsel</li>
<li>Ensure compliance with internal policies, while maintaining a client-first execution mindset</li>
</ul>
<div><b>Knowledge, Skills, Experience &amp; Qualifications</b></div>
<ul>
<li>Strong track record of leading large Corporate Finance transactions (end-to-end) within a global Financial Institution</li>
<li>Ability to manage multiple live transactions under tight deadlines and client expectations. Strong banking product knowledge including Loans, Derivatives and Risk Solutions, Trade Finance, M&amp;A etc.</li>
<li>Excellent client communication and relationship management skills, with experience interacting directly with corporate clients, SWFs, and financial institutions Strong knowledge and experience of corporate finance theory, practice, risk analysis, credit, execution and documentation</li>
<li>Strong knowledge of financial modelling across key sectors such as Oil &amp; Gas / Power &amp; Utilities, TMT, F&amp;B etc. and understanding of KPIs within these key sectors</li>
<li>Good knowledge of Middle East customers and clients with the ability to anticipate and respond to client needs during execution</li>
<li>Education &amp; Qualifications: Degree level education as a minimum, CFA or MBA preferred</li>
</ul></div></div><div><div><div>Competencies</div>
</div><div><div>Customer Focus</div><div>
Driving Change</div><div>
Driving Results</div><div>
Embraces Diversity</div><div>
Enterprise Leadership</div><div>
Judgement and Decision Making</div><div>
Risk Management</div><div>
Strategic and Visionary</div><div>
Trust and Integrity</div></div></div><div><div><div>
What we offer</div>
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For all the expertise and experience you bring to help us make a difference, it&rsquo;s only sustainable if we support you to build your career and be your best self so we offer competitive company benefits, centred around promoting positive well-bring and work-life balance. We also believe in fostering a diverse and inclusive work environment, where all team members perspectives and contributions are valued. Initiatives in place which promote a diverse and inclusive culture and healthy work life balance include hybrid working, Sport &amp; Social Clubs and Diversity and Inclusion networks.</div>
<div>As an employee of SMBC you have access to a host of both useful and exciting benefit offerings. See below some of the benefits on offer to you:</div>
<ul><li>Hybrid and flexible working</li>
<li>Competitive paid leave days</li>
<li>Benefits to support your physical wellbeing, including private medical insurance and life and invalidity insurance</li>
<li>Various policies to support your mental wellbeing, including a robust behavioural health network with counselling and coaching services</li>
<li>Access a wide range of learning and development opportunities and career progression opportunities</li>
<li>Ambitious remuneration package</li>
</ul>
<div>So, if you like a challenge and want to continuously grow and develop in a role where you will be supported along the way by a dynamic and diverse team, apply today!!</div></div></div></div><br>
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<p><i>We recognise our role as a bank to support social change and welcome all applications, including those from groups often under-represented in financial services. We value the uniqueness of professional and personal, backgrounds and perspectives as they play a vital role in continuing the sustainable growth of our organisation. We&rsquo;ll ensure reasonable adjustments to our recruitment process are offered due to a disability or long-term condition whenever requested.</i></p><br>
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</div></div></div></div></div><div><div><div><p>About SMBC</p><p>
A trusted partner for the long term<br>
United by a sense of purpose towards our customers - to be a trusted partner for the long-term - and our universal banking platform in EMEA, we deliver a full suite of corporate finance products and solutions to our customers, including corporate, structured and trade finance, leveraged finance, loan market and treasury products. We can also provide investment banking and advisory services and a range of innovative solutions in global capital markets.<br>
 about what we do and who we are at https://www.smbcgroup.com/emea/careers</p></div></div></div></div><p></p>

Credit & Transaction Execution - Vice President

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