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Wells Fargo Senior Commercial Banking Relationship Manager - Sponsor United States, New York, New York
Support leadership and senior relationship managers in all aspects of the business, including but not limited to client management, industry research, capital structure, financial modeling, CB and CIB partnership, and...
Lead and mentor a team of technical & non-technical support specialists and engineers. Oversee day-to-day support operations, ensuring timely and accurate responses to customer issues. Manage and prioritize technical escalations...
Develops a product strategy and product vision that delivers value to customers. Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap. Owns,...
Lead a team of managersoverseeing multiple Subpoenas functional processes. Specialize on Legal verbiage, Regulatory laws and Chase documents to ensure subpoena's are fulfilled correctly and timely. Act as a liaison...
Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash...
Serving as a trusted advisor to clients, understanding industry nuances, the client operating model and objectives, providing strategic insights and recommendations and serve as a primary contact for the client....
Works across products to help ensure delivery against business objectives while coordinating reporting and communications plans for portfolio management operations and change initiatives. Enables operational efficiency by supporting training, maturation,...
Support leadership and senior relationship managers in all aspects of the business, including but not limited to client management, industry research, capital structure, financial modeling, CB and CIB partnership, and...
Are you interested in a position as an Audit Manager in the tech industry? If so, Expoint may be just what you’re looking for! As Audit Manager, you will be responsible for conducting as well as managing risk-based audits across the company’s portfolio. This role will involve understanding the company’s business model and processes, obtaining, verifying and evaluating financial, operational, and compliance information.
In this role, you’ll need exceptional organizational and project management skills. You must be able to efficiently identify and assess areas of risk and develop appropriate action plans with the goal of preventing or minimizing risk exposure. Furthermore, you must have excellent communication and interpersonal skills, as you will be expected to effectively present audit observations to internal and external stakeholders.
Additionally, you should possess a working knowledge of GAAP and SEC regulations. You may also be required to review financial documentation and effectively manage heavy workloads. You must have a strong understanding of financial accounting principles, strong analytical skills, as well as extensive experience in auditing and reporting.
If you have the experience, knowledge and skillset to help Expoint make informed decisions about risk management and ensure compliance with internal and external policies, we’d love to hear from you! Make sure to clear your schedule and apply today!