- Robert Half Finance & Accounting (Philadelphia, PA)
- …+ Monitor and update client investment asset allocations. + Conduct research and due diligence on investment options, including mutual funds, ETFs, and ... alternative investments. + Prepare meeting materials for advisors and clients. + Assist with quarterly tax projections and review/prepare select income tax returns (eg, Form 1040). + Support estate planning strategies and wealth transfer plans for clients. +… more
- Amcor (Deerfield, IL)
- …the Americas treasury: + Oversee AMER bank accounts and respond to periodic KYC / due diligence requests from banks and regulatory bodies. + Own the daily cash ... positioning process in North America + Manage the local and regional cash pooling as well as periodic cash pool reconciliations. + Review of bank fees and charges + Assist with the annual Americas repatriation exercise within a complex legal structure… more
- M/I Homes (Cincinnati, OH)
- …sales openings. + Compiles and analyzes projects and purchase contracts during the due diligence process. + Coordinates Lot Purchase Agreements, closings, and ... deposit requests. + With the Development Team, coordinates lot walks for finished lot purchases from third parties. Land Development: + Creates and monitors land development schedules and Critical Dates Summary; incorporates land development schedules in… more
- Intiva Health (Austin, TX)
- …team in sensitivity and scenario analysis and deal structure. Underwrite, conduct due diligence , and drive deal closure. + Proactively communicate with ... and set expectations for internal and external audiences during the deal execution process. + Prepare collateral materials for investor presentations. Conduct regulatory, market and financial analysis. + Influence and drive key decisions for project execution.… more
- Qualtrics (Seattle, WA)
- …of the deal process, including sourcing, qualification, financial analyses and modeling, due diligence , and closing and integration planning activities. + Assist ... in strategic transaction planning and vetting efforts, including gathering input from cross-functional teams and incorporating comprehensive internal and external views into thoughtful insights and business cases for potential opportunities. + Partner with the… more
- Mizuho Corporate Bank (Houston, TX)
- …Assist in live deal execution: manage data room logistics, coordinate Q&A, and support due diligence efforts + Collaborate with senior engineers and bankers to ... assess asset quality, upside potential, and technical risks + Maintain and update internal databases and technical models used for meeting materials and M&A / A&D processes Key Qualifications Include: + Bachelor's degree in Petroleum Engineering, Geoscience,… more
- M&T Bank (Baltimore, MD)
- …information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit information, ... industry research and peer data. Determine the need for more thorough investigation or additional information. + Analyze financial information and related materials and complete the credit analyses for the Bank's commercial transactions. Written analyses to… more
- Broadview FCU (Albany, NY)
- …with Vendor Risk and Information Security Governance to coordinate completion or preliminary/full due diligence on RFP finalist. + Support to internal business ... owners for their successful vendor relationship management, problem resolution, and service excellence. Minimum Job Qualifications: + Bachelor's degree plus a minimum of three (3) years directly related work experience + Extensive experience with Broadview's… more
- Aramco Services Company (Palo Alto, CA)
- …investment. + Develops an "informed perspective" and in-house research reports of assigned sectors. + Due Diligence + Leads due diligence processes to ... meeting P7 financial and strategic objectives. + lead opportunity assessment and due diligence processes. + rapidly and skillfully assimilate the commercial… more
- Nuveen Investments (Dallas, TX)
- …oversight of vendor risk management lifecycle activities including risk assessment, due diligence , ongoing monitoring, issues management, and termination + ... **Vendor Program Sr. Analyst ** The Vendor Program Senior Analyst ...owners and control partners to prepare and present vendor due diligence results to the Supplier Risk… more