- CRC Insurance Services, Inc. (AL)
- …of continuous improvement. + Contribute to special projects such as mergers / acquisitions integration, system upgrades, and treasury process redesign. **EDUCATION ... the organization's global cash and liquidity management, debt administration, investment activities, and risk management processes. This role ensures efficient… more
- South Jersey Industries (NJ)
- …automation Additional Responsibilities + Participate in cross-functional initiatives such as mergers and acquisitions or enterprise-wide project implementation + ... including cashflow forecasting, capital and liquidity planning, debt management, investment management, and cash operations. Treasury team members work closely… more
- TD Bank (New York, NY)
- …judgment. This role assists with numerous highly confidential functions including merger & acquisition early-stage meetings and due diligence document ... insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients… more
- Mobile Health (Port Washington, NY)
- …CEO and executive leadership team. + .Lead financial due diligence for potential mergers , acquisitions , and divestitures. + Identify and assess financial risks ... + Manage cash flow, liquidity, and working capital effectively. + Oversee banking relationships and optimize treasury operations. + Manage debt and equity financing… more
- Robert Half Finance & Accounting (Clermont, FL)
- …strategic planning efforts * Oversee all aspects of capital structure, including banking relationships, credit facilities, and investment strategy * Provide ... financial analysis and support for mergers , acquisitions , land transactions, and major capital investments Risk Management & Insurance Oversight * Direct all… more
- Dorsey & Whitney LLP (Dallas, TX)
- …equity terms. Familiarity with private equity fund documentation and structures and mergers and acquisitions is a plus. The following qualifications are ... a variety of complex transactions, including equity investments, co-investments, investment management, and other general corporate matters. Experience in drafting… more
- Citigroup (New York, NY)
- …the capital markets, as well as in providing strategic advisory services for mergers , acquisitions and other types of financial transactions in coordination with ... the Institutional Banking team. The Director Salesperson also serves as an...act as strategic advisor to our clients by formulating investment strategies and raising capital for clients. **Responsibilities:** +… more
- Raymond James Financial, Inc. (New York, NY)
- …business and other key stakeholders to evaluate the risk associated with potential mergers and acquisitions , new product offerings, and other initiatives. . ... standard risk management practices . Broker-dealer supervisory frameworks, retail investment platforms, and UHNW product risks including structured products,… more