- TD Bank (New York, NY)
- …functions including merger & acquisition early stage meetings and due diligence document organization. Compiles, formats, prepares and distributes Board of Directors ... and Committee meeting materials, minutes and records. **Depth & Scope:** + Schedules appointments and coordinates arrangements for meetings, conferences and travel + Answers telephone, screens calls, takes messages and receives visitors + Prepares, composes… more
- Indeed (New York, NY)
- …by the organization + Support M&A transactions including due diligence , valuation, and purchase accounting **Skills/Competencies** + Bachelor's or Master's ... Degree in Accounting or Finance + 7+ years of progressive experience in a mix of public accounting and technical accounting roles, preferably in the tech industry + Demonstrated knowledge of IFRS and US GAAP, along with proven experience in technical… more
- Santander US (New York, NY)
- …and guidelines, risk rating requirements, laws and regulations. + Supports deal diligence process including identifying all key risks. + Oversees internal approval ... process including ensuring accurate and timely completion of internal approval write-ups and leading deal merit discussion on internal approval calls. + Reviews relevant deal documents / information and ongoing portfolio management initiatives to maintain… more
- HUB International (New York, NY)
- …of operations and advisor staff. + Participate in the investment due diligence process for SEC compliance and/or operational reviews as needed **Requirements:** + ... Must possess a Juris Doctor (JD) degree and demonstrate a strong understanding of legal principles relevant to corporate governance, compliance, and strategic business initiatives. + 10+ years' experience as a senior SEC regulatory compliance professional for… more
- Santander US (New York, NY)
- …sector. Analyze detailed corporate and financial information and conduct detailed due diligence . Perform financial modeling and analysis related to the valuation of ... companies including discounted cash flow, transaction comparables, public market comparables, leveraged buyout analysis, and public market overviews. Create pitch books and ideas to present to the clients on potential acquisitions, divestitures, and capital… more
- NBC Universal (New York, NY)
- …including policy development, training implementation, risk assessments, and third-party due diligence . + Manage and support compliance tools and systems, including ... data dashboards. + Maintain compliance data and reporting dashboards that enable trend analysis, monitor program performance, and support data-driven decision-making and continuous improvement. + Coordinate the development and maintenance of compliance-related… more
- Wells Fargo (New York, NY)
- …coverage needs related to credit risk products. + Lead and contribute to due diligence meetings with client contacts in support of the delivery of new products or ... services or expanding existing business with clients. + Train and mentor Financial Institutions Associates and Analysts. + Responsible for adherence to all Wells Fargo credit policies and procedures. Review and interpret credit policies and procedures and… more
- SitusAMC (New York, NY)
- …all aspects of the deal life cycle including borrower engagement, structuring, due diligence , and closing. + Develop, manage, and grow a network of direct borrowers, ... brokers, and industry partners. + Effectively collaborate with leadership on deal strategy, structuring, and execution to ensure best-in-class outcomes. Qualifications: + Bachelor's degree required, ideally in finance, real estate, or a related field. + 7-10+… more
- Carrington (Albany, NY)
- …if unable to resolve issue. + For new third-party vendors', conduct due diligence collection and evaluation of documents to ensure compliance with the company's ... rules and guidelines before submitting for approval through a formalized process. + First point of contact for vendors and provide updates and on-going communication by running status reports and communicating with vendors through various means to follow up on… more
- Raymond James Financial, Inc. (New York, NY)
- …participation in drafting sessions, new business proposal sessions, and due diligence meetings. **Essential Duties and Responsibilities** + Develop financial models ... to assess debt and equity financing alternatives for transactions. + Perform valuation methodologies, comparative company analysis and discounted cash flow analysis on target companies. + Provide meaningful input to equity offerings, valuations, private… more