Finance Manager, Corporate Finance

Job description

Description

Palo Alto Networks® is the fastest-growing security company in history. We offer the chance to be part of an important mission: ending breaches and protecting our way of digital life. If you are a motivated, intelligent, creative, and hardworking individual, then this job is for you!

Palo Alto Networks is looking for an experienced finance professional to join the team as a Finance Manager, Corporate Finance. We’re looking for someone with an analytical mind and strong knowledge of finance, who is a self-starter, a great communicator and passionate about driving change in a dynamic fast-paced environment.

This role will report to Sr. Manager, FP&A and is responsible for helping manage the overall Company income statement, preparing and presenting deliverables to Company leadership, partnering cross functionally, providing business/financial insights & analytics, and supporting the Company earnings cycles.

Responsibilities

• Serve as Finance’s main point of contact in providing financial information across the Company.
• Provide insights to Company decision makers to help make wide reaching strategic decisions for the Company.
• Collaborate with other business and finance functions to understand key drivers and fluctuations within the income statement.
• Develop deep understanding of the Company income statement and financial metrics to drive optimal financial strategy.
• Perform key analysis to support Company leadership during the Company’s quarterly earnings cycles.
• Drive and provide support for ad-hoc strategic financial analyses.

Skills/Requirements

• Bachelor degree in Economics/Finance, CPA and/or MBA strongly preferred
• 5-10 years related experience
• Strategic thinking while being detailed-oriented
• Excellent financial modeling skills, with understanding of software, appliances and/or internet industry business models
• Strong team player with excellent communication skills in an executive facing role
• Willingness and ability to adapt to the rapid business and organizational changes that accompany a high-growth environment

Learn more about Palo Alto Networks here and check out our fast facts.

Finance and Accounting Coordinator

Job description

We are looking for a candidate to join our rapidly growing accounting and finance team focusing on billing. This is a role that will allow the team member to get their hands involved with many key aspects of our accounting and financial operations. A wonderful chance to join our global headquarters located at Battery Park in the IPsoft Building.

Responsibilities:

• Accounts Payable maintenance -Receiving, processing and reconcilinglocal and foreign invoices within PeopleSoft and maintaining an organizedfiling system.
• Prepare system bills for certain clients which includes printing draft statements, transferring time, revising figures, executing text corrections, write-offs, and producing additional schedules as requested by client guidelines.
• Obtain back-up documentation required by client, such as copies of expense reports, third party bills, etc.
• Review detailed billing reports.
• Communicate with vendors regarding disputed or missing invoices.
• Working closely with internal procurement team reconciling PO amountsto vendor invoices and resolving differences.
• Overseeing employee expense reports process and adherence tocompany policy.
• Coordinating international aspects of assigned areas of responsibilitywith local offices and local accountants.
• Organization and maintenance of client contracts and lease agreements.
• Respond to requests for ad hoc special projects.

Qualifications:

• Bachelor's degree in Accounting, Mathematics or Finance.
• Extremely detail oriented and organized.
• Excellent MS Word & Excel skills.
• Driven and goal oriented.

Coordinator Finance - Production Finance

Job description

Overview And Responsibilities

This position will assist VP level executive with Television Productions in the pre-greenlight process as well as prep, production and post-production stages. This position would be immersed in all facets of Production Finance.

Responsibilities To Include, But Not Limited To

BANKING & G/L TRACKING

• Monitoring Bank Accounts
• Bank Account Setup
• Coordination of Accounting Systems
• Monitor 3rd Party Billing and Receipts
• Vendor Account Setup
• REPORTING & CRITICAL REVIEW
• Prepare Executive Management Reports for Upper Management
• Assist with Production Incentive Tracking
• Data Analysis

GENERAL

• Manage User Access to Accounting Systems
• Assisting in Management of Production Accounting Teams
• Processing Accounts Payable and Payroll
• Manage Production Accounting File Retention
• Filing / Phone Answering - Coordinator is also responsible for filing departmental documents as well as answering phones for senior staff

Basic Qualifications

• Knowledge and experience using Accounting Software, such as VISTA, PSL, SAP, PCS, Movie Magic
• Knowledge and experience of Payroll Processing
• Basic knowledge of Accounting Terminology (e.g. Debits, Credits, Trial Balance)

Desired Skills

Additional Qualifications

• Proficient organization skills- ability to organize self and others, to prioritize tasks and work to multiple deadlines
• Intermediate to advanced IT skills, in particular the MS Office suite (Excel, Word, PowerPoint)
• Understanding of Banking Systems
• Knowledge and experience of booking Journal Entries
• Willingness to learn
• Basic knowledge of Film Production Terminology

Eligibility Requirements

• Interested candidates must submit a resume/CV online to be considered
• Must be willing to submit to a background investigation
• Must have unrestricted work authorization to work in the United States

SDL2017

Finance Analyst

Job description

FINANCE
The Analyst is expected to play a key role in the Finance Department of the Federal Farm Credit Banks Funding Corporation and assist with the management of the day-to-day debt issuance programs that fund the Farm Credit System Banks. The Analyst will be responsible for supporting a broad range of finance activities including debt pricing and issuance (with an emphasis on highly-rated money market securities), post-trade documentation, maintenance of Finance Department policies and procedures, dealer group management, project development, compliance and audit. The successful candidate will work closely with the other members of the Finance Department, as well as with several other departments of the Funding Corporation including Investor Relations, Risk and Research, Information Services and Securities Operations. The Analyst will also interact with the Funding Corporation’s dealer group and with other constituents of the Funding Corporation including the Farm Credit System Banks, regulators and both internal and external auditors.
REQUIRED BACKGROUND & QUALIFICATIONS
This position requires a minimum of two years of relevant financial services industry knowledge including familiarity with fixed income markets (Treasuries and Agencies), capital markets, debt pricing, interest rate forecasting, economic analysis and experience using a Bloomberg Terminal. The qualified candidate will be articulate, inquisitive, demonstrate solid quantitative skills and be able to multi-task complex responsibilities in a dynamic fast-paced environment.
To succeed in this role, the competencies required include organization, coordination, strong communication and interpersonal skills; in addition to proficiency in Microsoft Office Applications. The finance professional must also possess high standards for quality, accuracy and ethical behavior.
Knowledge or experience with electronic orders management systems and/or document retention systems is desired. The position requires a Bachelor’s Degree in Finance, Economics or a related field.
Federal Farm Credit Banks Funding Corporation is an Equal Opportunity Employer.
SPECIAL NOTES:
The Funding Corporation will not sponsor a work visa (e.g. H1B, etc.,) to fill this position.

Marketing Strategist - Corporate Banking

Job description

As a member of the newly organized corporate-marketing group, you will possess a robust mix of digital and traditional marketing expertise, an active knowledge of B2B and B2C marketing within the financial services arena, highly attuned branding, brand management and sales strategy skills and a passion for innovation, customer insights and client partnership.

This is the lead marketing professional for the Wealth Management Division, and you'll work directly with Umpqua's chief marketing officer, the EVP of wealth management division and the director of business and wealth management marketing to develop, deploy, optimize and leverage channel marketing strategies, client service innovations and customer insight initiatives across Umpqua's five-state footprint. You'll serve as an auxiliary member of the Wealth Management leadership team to set marketing budgets, create digitally-oriented client acquisition programs, develop new cross-sell strategies and deploy innovative brand-building initiatives to aggressively grow loan and deposit portfolios, increase AUM and drive incremental revenue and pre-tax income.

Functions

• Develop cross-channel marketing programs for the Wealth Management Division that elevate the organization's brand reputation and create increased demand for product and services within the Wealth Management portfolio (Umpqua Asset Management, Umpqua Investments, UI Resource Group), including private banking, lending, wealth planning, insurance solutions, investment management and more.
• Introduce digital marketing best practices, including content marketing, SEO, SEM and digitally-assisted lead nurturing and tracking programs to the Wealth Management team, fostering data-driven marketing decisioning throughout the division.
• Drive client insight and feedback gathering efforts among target audiences in developing timely, relevant and compelling product positioning platforms, with emphasis on positioning intangible attributes and creating equity among Wealth Management's branded offerings and programs.
• Work with brand and product teams to create effective growth strategies by harnessing the company's delivery channels including web, store, and mobile and behalf of the Wealth Management team. Partner with Product and Finance teams to ensure the sale and profitability of products or services, analyzing business development and brand awareness activities and market trends.
• Develop short- and long-range marketing objectives and performance standards for measuring progress and tracking and communicating results, with emphasis on Sales goal achievement of quarterly and annual revenue targets.
• Introduce new approaches and methodologies for fostering synergies between internal departments and front-line teams, creating cross-functional alignment between autonomous business units in directly supporting organizational objectives and brand ideals.
• Evaluate the financial aspects of marketing strategy and tactics, such as budgets, expenditures, research and development appropriations, and return-on-investment.
• Provide project management and timely execution of a plurality of marketing projects of varying scope, size and complexity, doing so on behalf of Wealth Management and Creative Strategies', as assigned.
• Implement best practices relating to marketing result tracking, campaign optimization and direct and indirect marketing ROI, with emphasis on rigorous correlation between campaign activities and results.
• Identify needs and ensures that Sales personnel are continually and adequately supplied information, materials and training for sales efforts and marketing campaign development and implementation.
• Directly manage and support all sales-related marketing requests--assessing, prioritizing and managing both geographically-oriented and bank-wide marketing communication campaigns, in support of quarterly relationship and profitability goals.
• Directly manage a variety of creative agencies, third-party vendors and other suppliers, maximizing outside skills and resources while minimizing financial outlays to bring insight and expertise to marketing projects and plans.
• Support corporate strategy initiaves sponsorded by Creative Strateiges, inlcuding periodic travel across Umpqua's markets to enage in regional meetings, customer research projects, store opening events and other market activities, as assinged.
• Passionately promote the Umpqua brand promise and messages throughout the company. Foster a culture of living and owning the brand message. Function as a leading advisor and solutions provider to all departments as they "live and own the brand."
• Demonstrate compliance with all bank regulations that apply to your position, and keep up to date on regulation changes.
• Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.

Qualifications

• 7-10 years of related experience with an emphasis on marketing strategy development, digital marketing and financial services marketing. Experience within a previous private bank or wealth management organization a plus.
• Proven experience in managing sales and marketing communications projects, programs or teams within a mid-to-large size organization (500 -- 5,000 employees).
• Strong project management and matrix management oversight skills, with the ability to establish processes and project timelines to ensure delivery of sophisticated, multi-facted marketing communication tactics and initiatives.
• Highly team oriented, with demonstrated history of advocating, growing and promoting fellow team members and championing the growth, acknowledgement and advancement of colleagues, co-workers and teams.
• Demonstrated ability to provide thought leadership and influence decision-makers. Comfortable working with Senior Leadership in championing new approaches, securing incremental budget allocations and gaining buy-in and support for unique and unfamiliar marketing tactics and techniques.
• Demonstrated ability to develop effective advertising and media recommendations across traditional and non-traditional media channels, utilizing media budgets of varying size and scope.
• Experienced in conceptual development of product promotions and brand campaigns, with a proven track record of effectively managing vendors to deliver on time and within budget.
• Bachelor's degree in business, marketing or related field, or related equivalent experience.

Work Involves

Physical Requirements and Working Conditions

• Extended periods of sitting
• occasional walking
• lifting up to 10 pounds.

No relocation is offered.

About Us

We do things a little differently here at Umpqua. Our retail stores serve as community hubs, our associates are given up to 40 hours of volunteer time each year, and we're never satisfied with the status quo. It's no wonder we've made "Fortune's 100 Best Companies to Work For" eight years in a row. But greatness has no finish line, so we continue every day to keep people at the center of everything we do. We focus on building relationships, understanding our customers' needs and connecting to people in new and innovative ways -- always staying true to our mission of providing personalized banking for all people, whenever and however they prefer to bank.

Umpqua Bank is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Senior Relationship Manager, Banking

Job description

An opportunity has arisen for a Senior Relationship Manager, Banking to join a professional services organisation based in Kansas, MO.

Key Responsibilities

• Be the primary point of contact and key financial advisor for the client
• Be accountable for relationship selectivity, acquisition and deepening existing relationships through cross-selling, driving relationship profitability and satisfaction
• Develop credibility and demonstrate the ability to dialogue with a variety of client contacts
• Understand their clients business fully, serve as an advocate for the relationship within the bank
• Develop the overall relationship strategy through a thorough analysis of risks, opportunities and impacts to the bank
• Leads the relationship team and partners with credit
• Consistently network in the community and with centers of influence

Key Requirements

• 5–10+ years Commercial Lending, Business Development, Commercial Credit and Portfolio Management experience in the commercial banking or middle market sector
• Management of an extensive portfolio of clients with annual revenues of $10-$100 million
• Proven track record of prospecting new business and enhancing existing relationships
• Proven sales skills and experience
• Must be able to asses and analyze financial conditions of clients and the industry trends
• Familiarity with sales force automation, such as ACT and other systems, a plus
• Ability to understand and interpret financial statements and cash flow analysis required
• Completion of formal credit training required

If you are interested in this exciting opportunity please contact me or click to apply

Investment Banking Analyst

Job description

Investment Banking Analyst, Miami location

Our client is an investment banking and capital raising firm looking for an analyst to join their team in the Miami area. The analyst will focus primarily on the firm’s Latin American business which includes M&A, debt and equity capital raising and restructuring transactions. Industry sector is braod with a focus on renewable energy.

About the Job:

• Full involvement in all stages of transactions including client contact
• Support the Investment Banking team in the execution of M&A, debt and equity capital raising, and restructuring transactions in Latin America
• Perform company and industry analysis, financial modeling, valuation by DCF and multiples
• Participate in due diligence, data room preparation and management, and other deal related activities

About You:

• Successful completion of the internal/external training program of a recognized investment bank
• 1 to 3 years of experience
• Deal experience in Latin America (especially in Andean region, Central America, and the Caribbean) preferred
• Project Finance experience in Energy preferred
• Undergraduate degree from top US institutions with strong academic performance
• Outstanding modeling skills with Microsoft Excel - candidates without relevant modeling experience will not be considered
• Fluent in English and high level of proficiency or fluency in Spanish preferred;
• Capacity to work independently and manage an intense agenda
• Excellent interpersonal skills
• Willingness to travel as needed (~10-20% of the time)
• US citizens or permanent residents (Green Card holders)
• Series 7 and 79 preferred or willingness to take exams