97 Financial Institutions jobs in Highland Park
Senior Portfolio Manager - Financial Institutions Group
Posted 4 days ago
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Job Description
GENERAL FUNCTION:
The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures, pricing, etc. PMs are directly accountable for managing a portfolio of accounts through their review of updated financial statements, proactive monitoring, and interaction with the Credit Analyst. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Accountable for managing a portfolio of accounts.
+ Review and recommend credit decisions.
+ Partners with the Relationship Manager, forming the "coverage team" to: Meet with clients and Participate in business Development calls, Assess prospective client's viability for credit, Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants value collateral.
+ Generate commitment letters.
+ Responsible for providing business partners credit lending policy interpretation.
+ Perform final risk rating analysis.
+ Capture and document credit decisions, conditions, and modifications.
+ Collaborates with the Credit Analyst to perform Portfolio management duties such as: Establish and maintain Investor Group on lender Portal, perform Monitoring action and Conduct periodic deal Review and execute decisions to renew or modify deals.
+ Communicate directly with clients regarding credit events and actions as needed.
+ Works independently to pitch the most complex deal structures.
+ A focus on continuous learning to keep up with ever-changing market dynamics.
+ Subject-matter-expert, mentor to more junior PMs and Credit Analysts.
+ Leverages expertise to provide partners insights into the Bank's different lines of business and the related economics.
+ Experience in Insurance and/or non-bank finance companies
SUPERVISORY RESPONSIBILITIES:
Responsible for providing employees timely, candid and constructive performance feedback. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting).
+ At least 8 years credit analysis and/or loan review experience in Commercial Banking, that ideally includes Insurance.
+ Financial Institutions, primarily Insurance, experience preferred.
+ Highly proficient analytical skills, critical thinking and communication skills.
+ Professional presence (client-facing).
+ Experience managing an advanced commercial client portfolio with a great deal of complexity.
+ Ability to partner with all deal stakeholders including clients, relationship manager and credit teams.
+ Expertise in financial and risk analysis, including financial modeling.
+ Demonstrated expertise in using effective problem solving.
+ Proficient with technology and ability to learn new applications.
+ Normal office environment with little exposure to dust, noise, temperature and the like.
+ Extended viewing of a CRT screen.
+ Some travel required.
Senior Portfolio Manager - Financial Institutions Group
Total Base Pay Range 94,500.00 - 203,200.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: or by consulting with your talent acquisition partner.
LOCATION -- Dallas, Texas 75240
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Executive Underwriter or Senior Underwriter, Financial Institutions
Posted 2 days ago
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We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
We're in the business of helping people achieve amazing things by protecting the things that matter most. And you can help us when you join our team of underwriters. They're at the center of everything we do and by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests.
Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, doing things the way they've always been done isn't a part of the job. Here, you'll be putting your creative insights to work with other underwriters and leaders, having a seat at the table with key decision makers. And you'll have any number of opportunities for your career to grow in whatever direction you choose.
As a professional in Financial Lines at The Hartford, your primary role will be to underwrite and actively pursue new business, servicing the needs of our brokerage partners on an account-by-account basis. The Senior Underwriter/Executive Underwriter will serve as a key member of Hartford Financial Lines local region, reporting directly to an underwriting director on the Financial Institutions Underwriting Team. The Financial Institutions Underwriting Team focuses on management and professional liability products for public and private financial services institutions. Products include primary and excess directors & officers liability, errors & omissions liability, fiduciary liability and employment practices liability.
Well Be a Good Match if You Have:
+ A customer-first mindset, putting our customers at the center of everything you do.
+ A passion for making decisions through both analyzing data and employing critical thinking skills.
+ A team spirit and desire to work collaboratively.
+ A financial mindset to help make the best decisions.
+ Ability to own our work and following through on commitments.
+ Ability to decipher and execute within a fluid and changing business environment.
+ An understanding of how to build relationships and trust among diverse groups.
+ The ability to advance their careers into technical OR leadership positions
Qualifications:
+ Bachelor's Degree strongly preferred, or equivalent combination of education, training and experience
+ 3+ years of management liability underwriting experience for Senior Underwriter position; financial institutions underwriting experience preferred.
+ 5+ years of management liability underwriting experience for Executive Underwriter position; financial institutions underwriting experience preferred.
+ Demonstrated success in developing and maintaining solid relationships with all internal and external business partners
+ Self-motivated to sell and market to Distribution Partners in the field
+ Excellent communication, interpersonal and presentation skills
+ An ability to think analytically about business problems, make recommendations and propose solutions.
+ High energy self-starter, who is resilient and has an entrepreneurial spirit
+ Demonstration of solid time, organizational, and desk management skills
+ Goal-oriented and delivers outcomes
+ Ability to challenge the status quo and compete to win
+ Superior technical knowledge and sound decision-making and analytical skills.
+ Ability to travel approximately 10-15%
Location:
This role will have a Hybrid work arrangement, with the expectation of working in one of the listed office locations (Chicago, IL; Los Angeles, CA; Brea, CA; San Francisco, CA; Walnut Creek, CA; Greenwood Village, CO; Frisco, TX; Bloomington, MN) three days a week (Tuesday through Thursday).
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$101,200 - $192,000
The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience.
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us ( | Culture & Employee Insights ( | Diversity, Equity and Inclusion ( | Benefits ( day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
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Financial Services Assistant
Posted today
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Job Summary
Looking for a rewarding career opportunity with great benefits? Interested in joining a dynamic & fun group of professionals? Look no further Join our team
The University of Texas at Dallas has an excellent job opportunity for individuals looking to join the Erik Jonsson School of Engineering and Computer Science as a Financial Services Assistant.
This position will provide budgeting, finance, and procurement support for the Department of Electrical and Computer Engineering. The candidate will work closely with department faculty and staff to provide financial and research administration support for department finances, financial processes, and records to meet the department's day-to-day financial goals. Additionally, this role will assist in ensuring that compliance with all regulations, policies and university requirements are met to secure the department's long-term financial viability and stability. This position will serve the junior level of a two-tier structure for the finance and procurement team.
Minimum Education and Experience
Bachelor's degree in accounting or related business area with a minimum of two years related financial experience working in a university or non-profit environment OR the equivalent combination of relevant education and experience.
Preferred Education and Experience
Previous experience in higher education as well as experience with PeopleSoft
Other Qualifications
To the extent this position requires the holder to research, work on, or have access to critical infrastructure as defined in Section of the Texas Business and Commerce Code, the ability to maintain the security or integrity of the critical infrastructure is a minimum qualification to be hired and to continue to be employed in the position.
Essential Duties and Responsibilities
- Assist faculty with managing the financial aspect of sponsored research accounts by providing guidance regarding agency, program-specific policies, and university rules for spending, re-budgeting, reporting, and financial closing at the end of project performance periods.
- Monthly review and reconciliation of all transactions, including expenses, revenue, and fund equity or cash, posted to cost centers for the management's approval to ensure all transactions are correct. Make the necessary correction to expenses posted in error within the period allowed, then work with the owners of the source document to ensure the posting error is discontinued.
- Meet with faculty and other cost center managers to discuss the current state of spending on their accounts and projected expenses to avoid over or underspending based on the annual or project budget available for the period.
- Oversee the day-to-day purchase request for sponsored projects and the department's needs by obtaining the necessary quotes and preparing purchase requisitions and vouchers or using purchasing cards. As required, prepare university work orders and contracts with outside vendors for services or work needed for sponsored projects, classrooms, labs, or offices within the department.
- Keep abreast of University, State, and Federal purchasing and financial regulations and maintain communication with the University's financial and purchasing departments to ensure that duties in this area are performed correctly and in keeping with all applicable rules.
- Make travel arrangements such as booking airline tickets, making hotel reservations, securing the necessary travel documentation and authorizations, and processing direct pay or reimbursement for travel expenses that are allowable and necessary under the applicable sponsored project and university guidelines.
- Maintain departmental Standard Operating Procedures (SOP's), which incorporate the University policies and procedures for conducting the day-to-day duties in the current position.
- Remains competent and current by attending professional development courses, software training classes, and courses and/or training sessions as directed by the supervisor or required by the University.
- Other duties as assigned.
Physical Demands and Working Conditions Physical Activities Working Conditions Additional Information
Hybrid Remote Work Notice
Following successful completion of an initial training period, a hybrid work schedule may be available, subject to business needs and departmental approval. Employees must be located within the Dallas/Fort Worth Metroplex area and have the ability to be on campus for work activities as scheduled and/or with 24-hour notice. Completion and approval of a UT Dallas Remote Work Agreement will be required, and use of personal computer, internet, and other standard equipment may be required. Remote work arrangements are subject to regular review and re-approval and may be cancelled.
What We Can Offer
UT Dallas is an Equal Opportunity Employer with an employee-friendly and supportive work environment. Our comprehensive compensation and benefits package that is effective as of your hire date includes:
- Competitive Salary
- Tuition Benefits
- Internal Training
- BCBS PPO Medical insurance – 100% paid for full-time employees
- PPO and DHMO Dental Insurance Plan – PPO plans include ortho benefits
- Vision Insurance
- Long and short-term disability
- TRS Retirement Plan – defined benefit plan offering lifetime annuity upon retirement
- Voluntary Retirement Plan Options – additional savings opportunities with Tax-Sheltered Annuity Plans and Deferred Compensation Plans
- Dental/Vision/AD&D
- Paid time off
- Paid Holidays
- Paid Winter Break
- Fertility Benefits
- Remote Work Options – approved by department
All UT Dallas employees have access to various professional development opportunities, including a membership to Academic Impressions, LinkedIn Learning, and UT Dallas Bright Leaders Program.
Visit for more information.
Special Instructions Summary Important Message
1) All employees serve as a representative of the University and are expected to display respect, civility, professional courtesy, consideration of others and discretion in all interactions with members of the UT Dallas community and the general public.
2) The University of Texas at Dallas is committed to providing an educational, living, and working environment that is welcoming, respectful, and inclusive of all members of the university community. UT Dallas does not discriminate on the basis of race, color, religion, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, national origin, disability, genetic information, or veteran status in its services, programs, activities, employment, and education, including in admission and enrollment. The University is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities. To request reasonable accommodation in the employment application and interview process, contact the ADA Coordinator . For inquiries regarding nondiscrimination policies, contact the Title IX Coordinator.
Financial Services Accountant
Posted 19 days ago
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Job Description
Responsibilities:
- Collaborate effectively within an outsourced accounting environment to achieve organizational goals.
- Apply extensive knowledge of Generally Accepted Accounting Standards (GAAP) to manage complex accounting transactions and ensure compliance.
- Prepare detailed monthly enterprise reporting, including board presentations and senior leadership updates.
- Coordinate and prepare quarterly public bond disclosures, ensuring compliance with disclosure agreements and facilitating reviews by legal and treasury teams.
- Develop and finalize enterprise audited financial statements along with supporting schedules.
- Review over two dozen audited financial statements to ensure accuracy and alignment with recent accounting pronouncements.
- Conduct advanced accounting research to support mergers, acquisitions, and due diligence activities.
- Resolve intricate internal control issues by recommending improvements to business processes and collaborating with various departments.
- Communicate critical financial information to senior leadership, including the Chief Accounting Officer and external reporting teams.
- Support the accounting department by preparing financial reporting schedules for public bond offerings and handling complex accounting transactions. Requirements - Proven expertise in month-end close processes and financial reporting.
- Proficient in general ledger management and journal entry creation.
- Strong skills in account reconciliation and bank reconciliations.
- In-depth understanding of GAAP and the ability to apply technical guidance effectively.
- Experience in preparing and reviewing financial statements, including disclosures.
- Ability to conduct advanced accounting research and support due diligence efforts.
- Strong skills in resolving internal control issues and recommending process improvements.
- Excellent communication and collaboration abilities, particularly with senior leadership and cross-functional teams.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Financial Services Tax Partner
Posted today
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Job Description
Your Journey at Crowe Starts Here:
At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.
Job Description:
Join Crowe as a Financial Services Tax Partner
If you're ready to lead, innovate, and make a lasting impact in the financial services tax space, this is your opportunity.
What You'll Do
As a Tax Partner on the Capital Markets team in Financial Services Tax, you will work with a diverse portfolio of capital markets clients while specializing in the taxation of financial products and investment vehicles. Your role will encompass both tax consulting and compliance services, adding value to clients such as private credit firms, broker-dealers, hedge funds, private equity funds, and other asset management companies.
And you will:
- Drive growth by cultivating high-value client relationships—expanding services with existing clients and attracting new ones through your network and reputation.
- Lead with authority as a recognized industry expert—staying ahead of tax law changes and industry trends to provide cutting-edge insights and thought leadership.
- Deliver strategic tax solutions—ensuring compliance while identifying opportunities to reduce tax burdens, maximize credits, and enhance profitability for clients.
- Inspire high performance—building, mentoring, and empowering a collaborative, engaged team that thrives in Crowe's culture of excellence.
- Collaborate across specialties—partnering with leaders in Specialty Tax, Assurance, Consulting, and Advisory to deliver integrated, exceptional service.
- Optimize performance—managing budgets, improving processes, and ensuring effective resource allocation to elevate the banking practice's results.
What You Bring
- Bachelor's degree in Accounting (Master's or advanced degree preferred)
- CPA required
- 12+ years of tax experience, preferably serving capital markets clients
- Deep expertise with partnership flow-through entities
- 5+ years leading teams, coaching talent, and fostering professional growth
- A track record of innovation, client development, and team success
- Strong strategic and organizational skills with a focus on growth, innovation, and exceptional service
- Ability to cross-sell firm services while maintaining the highest professional and independence standards
Why Crowe?
At Crowe, you'll be part of a high-performing, nationally recognized practice that values expertise, innovation, and collaboration. You'll have the platform, resources, and support to shape the industry's future, the future of Crowe's Financial Services Tax practice—and your own future.
We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.
At Crowe, we offer competitive compensation that reflects the value of the role and the qualifications of our candidates. The salary range for this role considers various factors, including skills, experience, education, certifications, and location. The salary range provided is an estimate, with actual pay within this range determined by your specific qualifications and experience. The salary range for this job is: $200, $600,000.00 per year.
Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you
How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper
More about Crowe:
Crowe ) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.
Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws.
Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.
Client Partner - Financial Services
Posted 3 days ago
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Job Description
Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you'd like, where you'll be supported and inspired by a collaborative community of colleagues around the world, and where you'll be able to reimagine what's possible. Join us and help the world's leading organizations unlock the value of technology and build a more sustainable, more inclusive world.
**Locations: Dallas TX / Raleigh NC**
**Overview:**
Capgemini's Financial Services Global Business Unit is seeking a seasoned Client Partner to lead strategic growth and delivery for a marquee account in the banking and capital markets sector. This is a senior, client-facing role focused on transformation, cloud, and AI-driven solutions.
**Key Responsibilities:**
**Strategic Leadership & Growth**
- Drive portfolio growth with a focus on Cloud, Digital, and Transformation solutions.
- Shape and close deals aligned with account and business unit objectives.
- Target annual revenue growth exceeding $20M.
**Client Engagement**
- Serve as a trusted advisor to C-suite executives.
- Build and maintain long-term, strategic relationships.
- Influence client decisions on engagement models and solution strategies.
**Delivery Oversight**
- Lead large-scale programs (e.g., $5M+ cloud implementations) from inception to completion.
- Ensure delivery excellence across multiple projects, aligning with budget, schedule, and quality standards.
- Collaborate across service lines and competency centers to ensure seamless execution.
**Domain Expertise**
- **_Deep understanding of banking domains: Capital Markets, Retail, Wholesale, Wealth, and Asset Management._**
- Align engagement objectives with evolving client business needs.
**Qualifications:**
- 10+ years of experience in sales and delivery-led roles within IT consulting or financial services.
- Proven success in managing large portfolios and delivering complex transformation programs.
- Strong executive presence and ability to influence senior stakeholders.
- Experience working across global delivery models and cross-functional teams.
**Life at Capgemini:**
Capgemini supports all aspects of your well-being throughout the changing stages of your life and career. For eligible employees, we offer:
- Flexible work
- Healthcare including dental, vision, mental health, and well-being programs
- Financial well-being programs such as 401(k) and Employee Share Ownership Plan
- Paid time off and paid holidays
- Paid parental leave
- Family building benefits like adoption assistance, surrogacy, and cryopreservation
- Social well-being benefits like subsidized back-up child/elder care and tutoring
- Mentoring, coaching and learning programs
- Employee Resource Groups
- Disaster Relief
**Disclaimer:**
Capgemini is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender identity/expression, age, religion, disability, sexual orientation, genetics, veteran status, marital status or any other characteristic protected by law.
This is a general description of the Duties, Responsibilities and Qualifications required for this position. Physical, mental, sensory or environmental demands may be referenced in an attempt to communicate the manner in which this position traditionally is performed. Whenever necessary to provide individuals with disabilities an equal employment opportunity, Capgemini will consider reasonable accommodations that might involve varying job requirements and/or changing the way this job is performed, provided that such accommodations do not pose an undue hardship.
Capgemini is committed to providing reasonable accommodations during our recruitment process. If you need assistance or accommodation, please reach out to your recruiting contact.
Capgemini is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team members in more than 50 countries. With its strong over 55-year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem.
Ref. code:
Posted on: Oct 17, 2025
Experience Level: Experienced Professionals
Contract Type: Permanent
Location:
Dallas, TX, USColumbia, SC, US
Brand: Capgemini
Professional Community: Finance
Capgemini is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender identity/expression, age, religion, disability, sexual orientation, genetics, veteran status, marital status or any other characteristic protected by law.
Student Financial Services Manager
Posted 4 days ago
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Job Description
**You Can Change the Life of One to Care for the Lives of Many!**
At Galen College of Nursing, we educate and empower nurses to change lives. Since 1989, we've dedicated our work to delivering high-quality nursing education with a student-first mindset. As one of the largest private nursing colleges in the country, we combine the support of a close-knit learning environment with the strength of a nationally recognized institution, HCA Healthcare.
That same passion for excellence in the classroom extends to our offices. At Galen, you'll find a culture deeply rooted in collaboration, innovation, and a shared commitment to improving the future of healthcare. Your work directly touches the next generation of nurses, and your contributions help our students pursue their dream of a compassionate career.
If you're looking for a career where you can make a difference, grow professionally, and be part of a caring team, we'd love for you to apply for the _Student Financial Services Manager_ position today!
Click here to learn more about Galen! ( Overview:**
As a _Student Financial Services Manager_ at Galen College of Nursing, you will create a service-oriented environment committed to supporting student educational goals by providing high quality financial aid counseling and support and providing a comprehensive approach to financial aid and student accounts advisements.
**Key Responsibilities:**
+ Provide leadership to campus financial aid support, student accounts and VA benefit services teams.
+ Oversee student accounts receivables, including, but not limited to, payment plans, account reconciliations, payment administration, collection procedures, resolving discrepancies, and communication.
+ Utilize discretion in the enforcement and application of college policies, including, but not limited to, holds, collections placements, and drops.
+ Proactively prepare, review, and analyze reports on outstanding accounts, identifying trends, and directing staff to take action to minimize unpaid balances.
+ Ensures that eligible and prospective VA students are informed about their benefits, new and existing laws, and services available to them through the department.
+ Facilitates and ensures compliance with federal, state, and other agencies to meet the U.S. Department of Veteran Affairs laws governing veterans' educational benefits. Serve as a VA certifying official and contribute to the success of the military student population.
+ Evaluate and improve the practices of the student experience, including timely, effective, and positive engagement with the active student population to increase awareness of financial responsibility and options for funding their education.
+ Utilize CRM systems for monitoring and reporting purposes.
+ Oversee all aspects of financial aid support, student accounts and VA benefit services including hiring, training, and developing of new and existing team members.
+ Evaluate individual team member's performance on a frequent basis through observations and other coaching opportunities. Provide monthly, quarterly, and annual performance feedback and plans of action, as needed.
+ Assisting the Operations Leader in improving the processes of the day-to-day operations of the department.
+ Assist in preparation of accrediting agency reports.
+ Perform other duties as needed to support the administrative services of the campus.
+ Assist with graduation ceremonies and/or new student orientations, as needed.
**Position Requirements:**
+ Education: Bachelor's degree or equivalent work experience.
+ Experience: Leadership experience with current best practices in financial aid, student accounts, or VA benefits services preferred. Experience with process-improvement initiatives and leadership in change-management environments preferred. Experience with Microsoft Office Suite including Outlook, PowerPoint, Excel, and Word required. CRM experience preferred.
+ Special Qualifications: Excellent communication skills, integrity, and the ability to collaborate effectively with internal and external constituents.
+ Physical/Mental Demands & Work Environment: Must be able to work flexible schedule to include some evenings and occasional weekends. Ability to travel to local outside businesses, education institutions, etc. Must be able to sit at a desk for eight hours at a time.
+ Degree of Supervision: Minimal.
***This role is onsite Monday-Friday***
**Benefits**
At Galen College of Nursing, we want to ensure your needs are met. We offer a comprehensive package of medical, dental, and vision plans, tuition discounts, along with unique benefits, including:
+ Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transportation.
+ Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance, and more.
+ Free counseling services and resources for emotional, physical, and financial well-being
+ 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service)
+ Employee Stock Purchase Plan with 10% off HCA Healthcare stock
+ Family support through fertility and family building benefits with Progyny and adoption assistance.
+ Referral services for children, elders, and pet care, home and auto repair, event planning, and more.
+ Consumer discounts through Abenity.
+ Retirement readiness, rollover assistance services, and preferred banking partnerships.
+ Education assistance (tuition, student loan, certification support, dependent scholarships).
+ Colleague recognition program.
+ Time Away from Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence).
+ Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income.
Learn more about Employee Benefits. ( Eligibility for benefits may vary by location._
Galen College of Nursing is recognized as a 2023 National League of Nursing (NLN) Center of Excellence (COE). ( Compassionate Care Model Values**
+ Inclusivity: I foster an environment that provides opportunity for every individual to reach their full potential.
+ Character: I act with integrity and compassion in all I do.
+ Accountability: I own my role and accept responsibility for my actions.
+ Respect: I value every person as an individual with unique contributions worthy of consideration.
+ Excellence: I commit myself to the highest level of quality in everything I do.
Learn more about our vision and mission ( .
Experience the HCA Healthcare difference where colleagues are trusted, valued members of our healthcare team. Grow your career with an organization committed to delivering respectful, compassionate care, and where the unique and intrinsic worth of each individual is recognized. _Submit your application for the opportunity below:_
Student Financial Services Manager
Galen College of Nursing
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Strategy& Financial Services Manager
Posted 12 days ago
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Job Description
**Industry/Sector:** FS X-Sector
**Time Type:** Full time
**Travel Requirements:** Up to 80%
At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance.
As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Strategy Consulting team, you help companies define and evaluate corporate and business unit strategies and resource portfolios. As a Manager, you lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for project success and maintaining elevated standards, while enhancing your leadership style to motivate, develop, and inspire others to deliver quality.
Responsibilities
- Lead the development and execution of strategic initiatives
- Guide teams in evaluating corporate and business unit strategies
- Manage client relationships and deliver exceptional service
- Mentor junior staff to enhance their professional growth
- Drive project success through thoughtful planning and oversight
- Inspire and motivate teams to achieve excellence
- Uphold the firm's standards and principles in every engagement
- Identify opportunities for business growth and innovation
What You Must Have
- Bachelor's Degree
- 5 years of experience with a minimum of 7 years of strategy or industry consulting experience
What Sets You Apart
- Master of Business Administration preferred
- In-depth knowledge in Financial Services industry
- Proficiency in corporate and business unit strategies
- Building and maintaining client relationships
- Managing teams and multiple work streams
- Utilizing foundational thinking and analytical approaches
- Designing and conducting market research
- Communicating effectively with senior audiences
- Demonstrating executive presence and trusted advisor status
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $99,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
Financial Services Manager - Regulatory & Financial Risk
Posted 4 days ago
Job Viewed
Job Description
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organizations. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Recruiting for this role ends on November 30, 2025
Work You'll Do
As a Manager, you will have opportunities to:
+ Learn how to identify, evaluate, and prioritize business, operational, regulatory, and technology risks as well as risk mitigation strategies for our clients
+ Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies
+ Manage the development of client deliverables or for internal business needs
+ Serve on workstreams for complex projects, liaise with client counterparts, and actively participate in discussions on project management and work delivery needs
+ Manage project teams in providing recommendations to improve or transform processes to gain efficiencies or scale or reduce risk for our clients
+ Manage internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals
+ Produce quality work products independently and collectively with team members throughout development lifecycle from initial conception to implementation
+ Engage with industry participants on market trends, competitive activities, and topic-specific discussions impacting the industry, potentially including with clients, industry consortiums, or trade groups or committees
The Team
Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs, balancing risk and regulatory requirements with enhancing business value and optimizing outcomes. We deliver enhanced value through strategic transformation, end-to-end implementation, and a focus on business-as-usual sustainability across processes, controls, and data & analytic infrastructures.
Qualifications
Candidates will have exceptional records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated capacity and enthusiasm for self-paced development. Candidates will be expected to motivate others, build constructive relationships with clients and colleagues, and work both independently and as part of a team. Successful candidates will demonstrate an aptitude for complex problem-solving and analytical skills and the ability to communicate complex ideas clearly and persuasively across a variety of strategic, operational, technological, and risk management matters.
Required Qualifications
+ Bachelor's degree
+ 7+ years of experience working in the financial services or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related service provider
+ Strong relationship management skills, particularly the ability to build constructive and productive working relationships with clients and among Deloitte practitioners
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Strong project / program management skills, particularly possessing a strong work ethic, a commitment to excellence in work product delivery, and the ability to independently manage multiple priorities and deadlines
+ Strong oral and written communication skills, including the ability to lead business proposal development and sales presentations
+ Knowledge of a range of financial services business models, products, and services particular to the applicable industry
+ Experience in banking, digital assets or capital markets
+ Ability to travel up to 50%, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
Preferred Qualifications
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Direct working experience related to product management, regulatory compliance, risk management or controls oversight
+ Direct working experience at a financial services regulator (e.g., OCC, FRB)
+ Direct working experience developing bank licensing applications and their related business plans
+ Direct working experience using, implementing, or supporting systems related to any of the following topics: trading, operations, lending, core banking platforms, compliance monitoring, regulatory reporting, risk or case management, or data management
+ Direct working experience related to any of the following topics: process design, mapping, or development; workflow development; user acceptance testing; data mapping, management, migration, or visualization / analytics; system configuration and testing; status monitoring and issue resolution
+ Experience in translating risk requirements to user stories to drive new product and system launches
+ Advanced proficiency with Microsoft Office products, particularly Microsoft PowerPoint, Excel, and Visio
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $144,200-$265,600.
Information for applicants with a need for accommodation: om/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Manager, Data Science - Financial Services
Posted 1 day ago
Job Viewed
Job Description
Manager, Data Science - Financial Services
Data is at the center of everything we do. As a startup, we disrupted the credit card industry by individually personalizing every credit card offer using statistical modeling and the relational database, cutting edge technology in 1988! Fast-forward a few years, and this little innovation and our passion for data has skyrocketed us to a Fortune 200 company and a leader in the world of data-driven decision-making.
As a Data Scientist at Capital One, you’ll be part of a team that’s leading the next wave of disruption at a whole new scale, using the latest in computing and machine learning technologies and operating across billions of customer records to unlock the big opportunities that help everyday people save money, time and agony in their financial lives.
As a Data Scientist at Capital One's Auto Finance business, you’ll be part of a high performing modeling and analytics team that’s leading the next wave of disruption at a whole new scale. Our team has a relentless focus on the craft of modeling and innovation, using the latest in computing and machine learning technologies and operating across billions of customer records to unlock the big opportunities that help everyday people save money, time and agony in their financial lives. You’ll drive the heart of business by working on an array of impactful and exciting applications like customer lifetime valuation, product recommendation, fraud detection, and productivity improvement via Generative AI.
In this role, you will:
Partner with a cross-functional team of data scientists, software engineers, and product managers to deliver a product customers love
Leverage a broad stack of technologies — Python, Conda, AWS, H2O, Spark, and more — to reveal the insights hidden within huge volumes of numeric and textual data
Build machine learning models through all phases of development, from design through training, evaluation, validation, and implementation
Flex your interpersonal skills to translate the complexity of your work into tangible business goals
The Ideal Candidate is:
Customer first. You love the process of analyzing and creating, but also share our passion to do the right thing. You know at the end of the day it’s about making the right decision for our customers.
Innovative. You continually research and evaluate emerging technologies. You stay current on published state-of-the-art methods, technologies, and applications and seek out opportunities to apply them.
Technical. You’re comfortable with open-source languages and are passionate about developing further. You have hands-on experience developing data science solutions using open-source tools and cloud computing platforms.
Statistically-minded. You’ve built models, validated them, and backtested them. You know how to interpret a confusion matrix or a ROC curve. You have theoretical and practical experience with Information Retrieval, Recommender System, Search Ranking, Large-scale, Real-time machine learning systems.
A leader. You challenge conventional thinking and work with stakeholders to identify and improve the status quo. You’re passionate about talent development for your own team and beyond.
Basic Qualifications:
Currently has, or is in the process of obtaining one of the following with an expectation that the required degree will be obtained on or before the scheduled start date:
A Bachelor's Degree in a quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, or a related quantitative field) plus 6 years of experience performing data analytics
A Master's Degree in a quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, or a related quantitative field) or an MBA with a quantitative concentration plus 4 years of experience performing data analytics
A PhD in a quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, or a related quantitative field) plus 1 year of experience performing data analytics
At least 1 year of experience leveraging open source programming languages for large scale data analysis
At least 1 year of experience working with machine learning
At least 1 year of experience utilizing relational databases
Preferred Qualifications:
PhD in “STEM” field (Science, Technology, Engineering, or Mathematics) plus 3 years of experience in data analytics
At least 1 year of experience working with AWS
At least 4 years’ experience in Python, Scala, or R for large scale data analysis
At least 4 years’ experience with machine learning
At least 4 years’ experience with SQL
Capital One will consider sponsoring a new qualified applicant for employment authorization for this position.
This role is Hybrid, with associates expected to consistently spend three days per week in the office.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Plano, TX: $175,800 - $200,700 for Mgr, Data Science
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).