- JPMorgan Chase (Dallas, TX)
- …leases and cash management including: financial due diligence, financial and /or liquidity modeling, field exam, appraisal and legal diligence + Lead ABL credit ... structuring and legal document negotiations + Partner with Bankers, Corporate Credit partners, Debt Capital Markets, Treasury Services, Leasing, Derivatives and Loan Operations Required qualifications, capabilities, and skills + Minimum 5 years' experience in… more
- Citigroup (Dallas, TX)
- …tailored solutions that address clients' investment, risk management, and financing/ liquidity needs. + Set challenging goals, regularly monitoring progress and ... making adjustments to achieve objectives. + Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. + Establish a referral network and gain introductions to potential clients which generate new sales. +… more
- Huntington National Bank (Houston, TX)
- …risk profile consistent with the bank's risk appetite. + Optimize capital, liquidity , and balance sheet usage to ensure efficient returns on risk-weighted assets. ... Basic Qualifications: + Advanced degree in Finance, Economics, or related field preferred + 10 or more years of experience in commodities markets, with extensive leadership in sales and trading at a large financial institution Preferred Qualifications: +… more
- City National Bank (Houston, TX)
- …and strategies of the client. * Manage cash flow, reinvestment and liquidity requirements. * Communicate to clients about current market conditions, investment ... alternatives, asset allocation and portfolio results. Make adjustments to their investment strategies as needed. * Attend client meetings. * Business Development * Work with advisors to acquire new business, work on bringing in additional assets from existing… more
- JPMorgan Chase (Plano, TX)
- …100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world. **Client Services** supports a portfolio of ... large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services. The Service organization acts as a central point of resolution to support the client's business operations, identifies product/service… more
- Robert Half Finance & Accounting (The Woodlands, TX)
- …external accounting and tax consultants. * Monitor daily cash flow and liquidity needs, optimizing treasury operations for both short-term and long-term financial ... health. * Facilitate intercompany funding activities, including loans and capital contributions, while ensuring proper documentation and compliance. * Act as the primary liaison between the company and external advisors, auditors, and tax authorities to ensure… more
- Truist (Dallas, TX)
- …Wealth Management, Truist@Work). 5. Assume responsibility for the profitability, quality, liquidity , and growth of the team's assigned middle market loan portfolios ... by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing problems/delinquent credit… more
- Coinbase (Austin, TX)
- …*Define and track the key metrics* for the ads platform: marketplace liquidity , fill rate, eCPM, advertiser ROI, publisher revenue, retention, fraud/abuse rates, and ... Base onchain value created * *Collaborate across Coinbase and Base* (BD, ecosystem, growth, legal, compliance, finance, risk) to ensure products are safe, compliant, and aligned with our mission and regulatory obligations. * *Lead go-to-market and ecosystem… more
- Zions Bancorporation (Houston, TX)
- …factoring department plays a crucial role in supporting business liquidity , fostering growth, and enhancing overall financial stability. **_Responsibilities:_** + ... Responsible for managing the credit and operational aspects assigned accounts including; Cash Processing/Credit Underwriting/Funding/Customer Service and Data Entry/Buy Desk. + Oversees Cash Processing and reviews reconciliations to ensure timely clearance of… more
- Robert Half Finance & Accounting (Dallas, TX)
- …* Collaborate with internal teams to ensure precise fund-level reporting, liquidity planning, and cash management approvals. * Coordinate with valuation teams ... to obtain fair value assessments and ensure compliance with audit requirements. * Assist Asset Management and Investor Relations teams with investor inquiries, audit confirmations, and performance metrics. * Reconcile intercompany balances and ensure timely… more