location_0_addressRegionName

location_0_addressCountryName

OFFSITE

UNKNOWN

jobPosting hiringOrganization as json hashed.

ADAPTED_NOW

Portfolio Manager

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. As a portfolio manager, your main responsibility will be to oversee and manage a portfolio of banking clients, ensuring their satisfaction and profitability.

KBSkills

ACTIVE

Portfolio Manager CRE and C & IWe are seeking a driven and experienced Banking Portfolio Manager to join our growing team. As a portfolio manager, your main responsibility will be to oversee and manage a portfolio of banking clients, ensuring their satisfaction and profitability. You will act as a key point of contact for clients, providing expert advice on their portfolios and addressing their financial needs.The ideal candidate will have a strong background in banking and finance, with experience in portfolio management. You should be detail-oriented, analytical, and have exceptional communication and interpersonal skills. In this role, you will have the opportunity to work with a diverse range of clients and develop strong relationships with key stakeholders.<ul><li> </li><li>Manage a portfolio of banking clients, ensuring their satisfaction and profitability</li><li>Provide expert advice on financial strategies and investment opportunities to clients</li><li>Conduct regular portfolio reviews and analysis to assess performance and make recommendations for adjustments</li><li>Collaborate with internal stakeholders to identify and pursue cross-selling opportunities</li><li>Stay up-to-date with industry trends and changes in regulations that may impact client portfolios</li><li>Build and maintain strong relationships with clients, acting as their trusted advisor</li><li>Monitor and manage risk within client portfolios</li></ul> <ul><li> </li><li>Bachelor's degree in finance, business, or a related field</li><li>At least 5 years of experience in portfolio management within the banking industry</li><li>Solid understanding of financial markets, products, and investment strategies</li><li>Strong analytical and problem-solving skills</li><li>Excellent communication and interpersonal skills</li><li>Ability to build and maintain strong relationships with clients</li><li>Detail-oriented and able to manage multiple projects simultaneously</li></ul> Send resume to <div>jj.flores@gogpac.com</div> for consideration.All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Gpac’s mission is to be the preferred staffing and recruitment solution by effectively delivering and connecting talent with successful companies and organizations. 
 
Our team, with collective experience of over 250 years, is passionate about wh

GPAC

Portfolio Manager CRE and C & I

Analysis Skills

Bank Management

Banking Services

Communication Skills

Cross-Selling

Customer Relations

Detail Oriented

Finance

Financial Strategy

Industry/Trade Analysis

Interpersonal Skills

Investment Management

Investment Strategy

Multitasking

Performance Analysis

Portfolio Analysis

Problem Solving Skills

Product Strategy

Profit & Loss

Project/Program Management

Regulations

Risk Management

Stock Market

CareerBuilder Priority for Arb

Financial Services Representative

Harnish Group Inc. is the Caterpillar Dealer in Central and Western Washington, Central and Eastern Montana, Northwestern Wyoming, Northwestern North Dakota and the state of Alaska. Our Member Companies are N C Machinery, N C The Cat Rental Store, N C Power Systems, Tractor & Equipment Co., T & E The Cat Rental Store, and SITECH, representing Caterpillar and other manufacturers.

Salary

The Finance Services Representative should be knowledgeable of financial regulations as well as demonstrate professional communication, analytical, and customer service skills. The ideal candidate for this role will be responsible for but not limited to the following:Key Responsibilities<ul><li>Establish through coordination with Sales and Credit in the structuring and selling of equipment through financing as a method of promoting equipment sales.</li><li>Develop partnerships with Sales and Credit teams and coordinate the finance strategies that will align with our customer’s purchasing objectives.</li><li>Promote financing through CAT and secondary lenders.</li><li>Coordinate pay-offs and develop quotes as required of rentals and leases for our customers.</li><li>Create additional finance programs and opportunities for used and other equipment lines aligned with existing CAT focus programs)</li><li>Develop and sustain long-term relationships with customers to encourage repeat business and potential customer referrals.</li><li>Assist in establishing alternative sources for financing transactions that do not meet either Caterpillar or company standards. Help to determine viable solutions that will assist our customers to obtain the optimal financial outcome.</li><li>Develop in-depth knowledge of our financial products.</li><li>Monitor and respond to all customer problems involving finance issues.</li><li>Assist the Sales Team in sourcing, implementing and closing deals.</li><li>Reduce barriers to funding and assist the Regional Credit Managers in offering the best possible financing program for the customer.</li><li>Act as finance liaison between our Customers, Sales and Credit.</li><li>Maintain a high degree of cooperation and coordinationwith Credit Specialists and Sales  for all customer interactions.</li><li>Travel with Sales Representatives as necessary to facilitate financing.</li><li>Work with customers and their accountants to field questions pertinent to finance.</li></ul>Personal Attributes, Experience, and Education:<ul><li>Bachelor Degree in Business or Finance and 4 years of experience or the equivalent of experience of 5-7 years.</li><li>Proven excellent customer service skills and work ethic. Self-directed, independent and a team player with strong initiative.</li><li>High attention to detail with effective decision making and problem solving skills.</li><li>Well-developed business and financial acumen with strong analytical, organization and time-management skills.</li><li>Work schedule is in-office (non-remote) and work hours are Monday – Friday, 8:00 AM to 5:00 PM.</li></ul>We offer a competitive benefits package that includes hourly rate  from $35.65 - $43.50 based on skills and experience, health benefits, vacation, sick leave, life insurance, 401(k) with profit sharing and company match. To apply for our position, please go to <a href="http://www.ncmachinery.com" rel="noopener nofollow noreferrer" target="_blank">www.ncmachinery.com</a>.   Harnish Group Inc. is the Caterpillar Dealer in Central and Western Washington, Central and Eastern Montana, Northwestern Wyoming, Northwestern North Dakota and the state of Alaska. Our Member Companies are N C Machinery, N C The Cat Rental Store, N C Power Systems, Tractor & Equipment Co., T & E The Cat Rental Store, and SITECH, representing Caterpillar and other manufacturers.  Our Mission is to help our customers succeed by providing premier business solutions delivered by engaged employees through teamwork and excellence.

NC Machinery

Finance Services Representative

salaryMin

salaryMax

payPeriod

currency

Caterpillar, Inc

Controller

This hybrid role offers the flexibility of working onsite two days a week in Renton, allowing you to balance professional growth with work-life integration. Our client, a highly respected organization recognized for its contributions to the community and industry excellence, is seeking a Controller to join their team.

Controller Location: Renton/Hybrid (2 days onsite) Salary Range: $120,000–$165,000 DOEOur client, a highly respected organization recognized for its contributions to the community and industry excellence, is seeking a Controller to join their team. This role is an exceptional opportunity to work for an award-winning organization dedicated to making a difference while advancing your career in finance leadership.As the Controller, you will have oversight of all day-to-day finance operations, ensuring accuracy, compliance, and efficiency in accounting processes. This pivotal position offers a chance to lead financial strategies, develop staff, and contribute to the success of a mission-driven organization.Overview of the Controller Role:<ul><li>Oversee all finance operations, including accounting, financial reporting, cost accounting, and fixed asset accounting.</li><li>Manage the full financial statement close process, including GL close and budgeting.</li><li>Provide mentorship and development opportunities for the finance team, fostering a collaborative and high-performing environment.</li><li>Ensure compliance with GAAP and maintain a high standard of financial accuracy and transparency.</li></ul>Preferred Qualifications of the Controller:<ul><li>Bachelor’s degree in Accounting, Finance, or a related field; CPA certification is highly desired.</li><li>Extensive knowledge of GAAP and strong accounting experience, including public accounting experience.</li><li>Familiarity with MIP software is a plus.</li><li>Proven expertise in managing financial operations and leading successful teams.</li><li>Strong analytical, organizational, and leadership skills.</li></ul>Why Join Our Client?Our client is a values-driven organization with a strong commitment to excellence, innovation, and community impact. Known for their collaborative work culture, they are frequently recognized for their outstanding contributions and achievements. By joining their team as a Controller, you will play a vital role in shaping financial strategies and ensuring long-term success.This hybrid role offers the flexibility of working onsite two days a week in Renton, allowing you to balance professional growth with work-life integration.Timing is EverythingWhether you’re actively searching or passively exploring your next step, we want to connect with you. We specialize in placing accounting and finance professionals in roles tailored to their expertise. Many of our opportunities are not listed publicly. For more information about this Controller role or other opportunities, please reach out. MaxSalary: USD165000 MinSalary: USD120000

ABOUT US:
Creative Financial Staffing (CFS) is a leading, employee-owned staffing firm—the largest one founded by CPA firms. CFS helps companies locate, attract and hire exceptional accounting, finance & technology professionals. With three decades of experience, CFS has developed a vast network of skilled professionals and has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential.
 
Established in 1994, CFS today operates 30+ offices across the United States. Nationally, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire, and project support to interim management.
 
OVERVIEW:
 
Creative Financial Staffing, along with our CFS Technology Division, delivers qualified accounting, finance and technology professionals on a temporary and permanent basis across a broad range of industries. Our extensive network equips us with the resources to better understand our client’s needs, attract higher-caliber candidates, and assess their potential. We take pride in being the industry's leading employee-owned staffing firm.
100% Employee-Owned: By embracing this business model, CFS has empowered its employees to become committed owners, fostering a culture of innovation, productivity, and customer-centricity. With an engaged and empowered workforce, our customers reap the rewards.
 
Your Success is Our Success: Our business is all about people and personal connections, built on trust and teamwork. As employee-owners, we love what we do and we are dedicated to the success of our clients and candidates.
 
Highly Qualified Professionals at Every Level: We are dedicated to recruiting top accounting, finance and technology talent for our clients, from entry-level to senior professionals. Our rigorous screening process includes personal interviews, professional reference checks, and employment/degree verifications to ensure a list of quality candidates. Personal Attention: Our clients consistently commend us for our individualized focus and service. Client and recruit satisfaction is paramount to our business, and we strive to ensure each placement is the absolute best.
Our Commitment: Our core values are the foundation of our company’s culture and success. They guide our decision-making, foster collaboration, and create a positive work environment built on transparency and accountability. At CFS, our employees embody and value: integrity, teamwork, accountability, positive mindset, disciplined, and hard work. Career Opportunities: We are growing! CFS is always on the lookout for team-oriented, enthusiastic, entrepreneurial, and customer service-driven professionals to join our team. If this sounds like you, join us and discover what we're all about! Headquarters: 21 Custom House St. Suite 210 Boston, MA 02110 Interested in learning more about our current opportunities? Join our talent network today!

Creative Financial Staffing

Accounting

Accounting Close

Accounting Policies

Budgeting

Certified Public Accountant (CPA)

Cost Accounting

Financial Control

Financial Management

Financial Operations

Financial Reporting

Financial Statements

Fixed Asset Management

Generally Accepted Accounting Principles (GAAP)

Leadership

Maintain Compliance

Mentoring

Operations Management

Organizational Skills

Public Accounting

Team Lead/Manager

Team Player

United States Department of Energy (DOE)

CF Staffing

Financial Analyst

If you’re experienced with accounting systems, have a strong background in SharePoint or desktop-to-cloud software implementation, and are proficient in using Power BI for reporting, this role could be a great fit for you! Perform detailed financial analysis, identify trends, and create comprehensive financial reports using tools like Power BI.

Financial Analyst Location: Seattle- Salary: 85,000-100,000 About the Role: Our client is seeking a detail-oriented Financial Analyst with expertise in data analysis, report creation, and software implementation to join our team. If you’re experienced with accounting systems, have a strong background in SharePoint or desktop-to-cloud software implementation, and are proficient in using Power BI for reporting, this role could be a great fit for you!Overview of the Financial Analyst role:<ul><li>Perform detailed financial analysis, identify trends, and create comprehensive financial reports using tools like Power BI.</li><li>Analyze accounting data to provide actionable insights and support decision-making processes.</li><li>Lead or assist in implementing SharePoint or desktop-to-cloud solutions, improving accounting systems and workflows.</li><li>Collaborate with finance and IT teams to ensure successful software integration and transition.</li><li>Prepare and maintain accurate financial records, ensuring compliance with regulatory standards.</li><li>Participate in month-end and year-end closing activities, financial audits, and budgeting processes.</li><li>Provide guidance and support to junior accountants and cross-functional teams.</li></ul>Preferred Qualifications for the Financial Analyst:<ul><li>Bachelor’s degree in Accounting, Finance, or related field.</li><li>5+ years of experience in accounting or finance roles, with a strong focus on data analysis and financial reporting.</li><li>Proven experience in software implementation, especially SharePoint or transitioning accounting systems to cloud-based platforms.</li><li>Proficiency in Power BI or similar reporting and data visualization tools.</li><li>Excellent communication, problem-solving, and analytical skills.</li></ul> MaxSalary: USD100000 MinSalary: USD85000

The Controllers primary responsibilities are to provide financial planning/forecasting, debt financing, budget management functions which include metric reporting, cost structure analysis and special projects. Progressive experience in managing accounting operations/staff, the monthly close process, budgeting, financial reporting and analysis, contract management, internal controls, audit, or related experience.

Controller About the Position:CFS is working with a well-established general contractor in the beautiful Pacific Northwest. They are seeking a controller to join the growing team and supporting their mission in building relationships and delivering exceptional products.The Controllers primary responsibilities are to provide financial planning/forecasting, debt financing, budget management functions which include metric reporting, cost structure analysis and special projects. This role will also require hands-on operational activities day to day to ensure company accounting procedures conform to GAAP.Overview of the Controller Role :<ul><li>Prepare financial reports, analysis, and management of the monthly close process.</li><li>Manage the day-to-day accounting operations of A/R, A/P, Payroll, and revenue reporting to ensure continuing quality of services.</li><li>Maintain relationships with Bank, Health Insurance, Property and Casualty Insurance, and Tax Advisors</li><li>Assist senior leadership in developing the annual operating and financial budgets, perform regular P&L analysis, update projections monthly, and provide other ad hoc analysis.</li><li>Oversee the production of monthly, quarterly and annual financial statements on behalf of the Company. </li><li>Review Balance Sheet reconciliations in a timely manner; identify needed actions to ensure accuracy.</li></ul>Preferred Experience:<ul><li>Bachelor’s degree in accounting or finance or related degree, CPA certification a plus</li><li>Proven accounting experience, including cost accounting. </li><li>Progressive experience in managing accounting operations/staff, the monthly close process, budgeting, financial reporting and analysis, contract management, internal controls, audit, or related experience.</li><li>Proficiency in Microsoft Office and Excel and strong analytical and organizational skills are essential.</li></ul> MaxSalary: USD120000 MinSalary: USD95000

Internship Finance jobs in Tukwila, WA on your radar? Find the best of them right here on Monster.

The Best Internship Finance Jobs in Tukwila, WA | Monster