Senior Manager Power Portfolio Strategy
Portfolio Manager Job In Atlanta, GA
Work Authorization: US citizenship is required with no exceptions
Job Location: Hybrid in Moses Lake, Washington - candidates must be able to relocate within commuting distance.
Salary: $157,000-$250,000
Position Summary
The Sr Mgr of Power Portfolio Strategy is responsible for developing and assessing strategic options for managing the power commodity, including: (1) Power portfolio valuation and recommendation(s) for the portfolio mix; (2) Risk adjusted valuation supporting identification, prioritization, and recommendation of power portfolio components and options; (3) Calculating incremental and decremental power portfolio cost in support of rate design analytics, wholesale contracting, large retail customer contracting, and power cost adjustment mechanisms; and (4) Risk management for the business activities directly impacting the power portfolio.
Job Responsibilities
Essential Functions:
Directs, oversees and provides leadership for ESM's Power Portfolio Strategic Management function, including: Partnering, coordinating, and supporting ESM's Business Intelligence & Market Analytics function, Net Power Reporting & Metrics function, Trading & Commercial Operations function, and other enterprise work efforts directly related to Strategic Pillar 4, Intentional Power Demand; Policy & Procedure development; and operational execution of ESM's Strategic Management function's business plan.
Directs, oversees and provides leadership for power valuation and recommendation(s) for the portfolio mix, including Formal and informal (as needed/ad-hoc) integrated resource planning process for the organization's energy, capacity and transmission needs; and Power portfolio forecasting for Net Power budgeting and variance reporting.
Directs, oversees and provides leadership for strategic valuation, supporting identification, prioritization, and recommendation of power portfolio components, including: valuation and structuring analysis for PPAs; valuation and structuring for new resource acquisitions; valuation and structuring of alternative rate design alternatives (power cost adjustment mechanisms, capital cost recovery mechanisms, etc); and, identification and analysis of financial and operational risk associated with those valuation work efforts.
Directs, oversees and provides leadership for strategic evaluation of power and energy industry partnerships with significant impact to the organization, the PNW, and western power markets, including: Financial and operational evaluation of technologies and resources included in the power portfolio; market and regulatory elements for offerings to regional public power entities; and, coordination and collaboration with the trading & commercial operations function on regional power market engagements (such as Western Resource Adequacy Program, CAISO's EDAM and EIM programs, SPP's Markets+ program, and state/regional climate regulation and initiatives).
Within the Chief Commercial Officer Group:
Partners, coordinates, and supports the Net Power Reporting & Metrics function, including: support for reporting, planning, forecasting, and budgeting of net power costs and revenues; and, collaboration on identifying, setting, developing, net power metrics.
Partners, coordinates, and supports the Business Intelligence & Market Analytics function, including: Support for planning and forecasting efforts for supply-side resources; and, support for planning and forecasting efforts for the Transmission Strategy & Development business unit.
Partners, coordinates, and supports the Trading & Commercial Operations function, including: Support for transaction analysis and valuation; and, support for front-office operations (including hedging activities, balancing transactions, and monetization of environmental attributes).
Partners, coordinates, and supports the ESM leadership culture, including: Establish, develop, monitor, and re-asses ESM resource needs, hiring plans, and succession plans; Establish and develop an ESM knowledge base, both for general company consumption and as training, development, and learning pathways for ESM personnel; and, Establishment of ESM business metrics and performance targets.
Directs, oversees and provides leadership for employee and ESM leadership mentoring, coaching, and performance feedback, including: Recognizing excellence and growth opportunities; and, Manage discipline, rewards, delegation of employees, and limited tasking of personnel.
Partners, coordinates, and supports, large scale enterprise-wide planning work efforts by other functional organizations ensuring unity, excellence, and consistency across business and management activities.
Supports, oversees, and provides leadership for managing relationships with regulatory agencies, governments, local tribes, and customers, include: Maintain healthy collaborations and open communications; Representing the Utility to local, regional, and national meetings, hearings, and organizations to further the Utilities' goals and interests.
Partners (with Enterprise Technology), directs, oversees, and provides leadership for the ESM data and technology work efforts, including: Develop, establish, and implement the ESM Information-Data-Technology roadmap for data governance, analytic toolsets, and planning suite selection and implementation.
Demonstrated commitment to company mission, vision, values, strategic plan, and Company and IBEW Local 77 Code of Excellence. The incumbent should be familiar with these organizational priorities and behave in a way that aligns with these expectations. Understand and adhere to compliance requirements for this position that may include laws, regulations, security guidelines, company policies & procedures.
Actively support and participate in all aspects of our safety program, including but not limited to:
Following all safety policies and
Alerting supervisors and coworkers of unsafe or hazardous working
Reporting any safety incidents or close calls within 24 hours to your
Accepting feedback from supervisors and coworkers regarding your own safety
Be viewed as a safety champion by demonstrating through words and actions, that safety is our paramount value by actively:
Supporting the presence of safety in your Operating Unit (e.g. include safety messages in business conversations; begin meetings as appropriate with a safety minute).
Acknowledging compliant safety behaviors and good safety performance from members of your team(s).
Ensuring that middle managers are actively supporting their teams in safety efforts such as continuous improvement teams, Safety & Health Improvement Plan (SHIP) responsibilities, hazard identification, metric reporting, and compliance, etc.
Education and Experience
Required
Bachelor's degree in Business, Economics, Engineering, or related field OR two additional years of relevant experience in lieu of degree.
10 years of experience with increasing responsibilities with at least 5 years people leadership, including:
Strong knowledge of energy risk including analyzing and managing exposure to energy market price volatility.
Strong experience of utility generation, including developing and analyzing portfolios, conducting cost-benefit analyses.
Strong knowledge in long-term system forecasting utilizing transmission topology and constraints.
Strong knowledge of power resource valuation and structuring analysis, and
Strong skills and experience with incremental and decremental cost studies.
At least 5 years overall business experience in energy/utility industry.
Preferred
Master's degree in business, Economics, Engineering, or related field.
License and Certifications
Required
A valid State driver's license with no restrictions.
Other Knowledge, Skills, and Abilities
Knowledge of Federal and State Rules; Bookkeeping and or Accounting; Compliance and Reliability; Organization Policy and procedures; Budgeting; Managing multiple personnel and projects; file and records management; Utility Operations; Utilities' policies, procedures.
Skill in Compliance and Regulatory record keeping; Prioritizing and delegating; Reliability and Compliance tasks for large companies; meticulous attention to detail; utilizing MS office products; interpersonal skills including clear and concise communication both in writing and verbally.
Strategic Portfolio Planning Lead
Portfolio Manager Job In Atlanta, GA
We are seeking a Strategic Portfolio Planning Lead to join our Immunology Patient Value Unit (IPVU) in Atlanta, GA. Note: This is a hybrid role and will not be remote.
About the role
As the Strategic Portfolio Planning Lead in the US Immunology Patient Value Unit (iPVU), you will:
Lead in strategic planning, including bringing the business view in long-range forecasts, financial planning, brand planning, strategy integration.
Drive some key enterprise initiatives.
Serve as the primary point of contact with all internal stakeholders at local, regional, and global levels, and act as a champion for the US Immunology team.
Contribute to strengthening the ONE Immunology team from design to execution.
Who you'll work with
This critical position within UCB IPVU involves collaboration with various stakeholders, including senior leadership teams. You will represent and champion US Immunology. Your key partners will include (list is non-exhaustive):
Medical, Marketing, Sales, Patient services, and Ecosystem teams.
Insight-to-Impact teams
Compliance teams
Global teams
Major Accountabilities/Responsibilities
Develop and implement business planning processes, including long-range forecasting, patient value brand planning, and tactical planning, informing the yearly budgeting process.
Serve as an expert on business planning processes and recommend continuous improvements to connect strategic choices to tactical implementation.
Act as the primary contact for US iPVU with global colleagues on business planning processes and key strategic enterprise initiatives.
Manage and execute internal communication development, including monthly Executive Committee reporting and global newsletters.
Develop impactful strategic presentations and documents for executive leadership, influencing strategic vision and performance.
Lead key enterprise projects with strong recommendations for action and implementation in the US as well as leverage your deep understanding of business priorities and stakeholders to assess the competitive environment and its strategic implications on the US market, affecting both short- and long-term planning and forecasting.
Utilize your commercialization focus and business acumen to champion metrics and impact analyses, supporting continual investment decision-making.
Collaborate across the Stakeholder Experience & Value to integrate and connect the entire US team, ensuring consistency and developing portfolio strategy.
Interested? For this position you'll need the following education, experience and skills:
Bachelor's or Master's Degree
5 to 7 years of experience in the pharmaceutical or healthcare industry or consulting with at least 3 years in marketing or strategic commercial roles
Strong understanding of data and US business operations
Proven experience in writing and presenting strategic business plans, with the ability to synthesize multiple elements into concise documents
Ability to inspire and lead cross-functional teams, coordinating with internal partners in marketing, sales, market research, analytics, forecasting, data governance, MAP, medical, etc.
Demonstrated ability to āconnect the dotsā in a complex and matrix environment, understanding decision-making processes and coordinating with decision-makers and indirect influencers
Proven success in executing intra-organizational and interdependent initiatives across executive-level leadership teams.
Operations Acceptance & Risk Manager
Portfolio Manager Job In Douglas, GA
SUMMARY: Under the direction of the Facility Manager, the Operations Acceptance & Risk Manager will ensure all capital projects meet the requirements of Aligned's customers, the approved project design documents, and Operation's standards and Runbooks. The objective of the role is to streamline the administration of capital projects within a data center campus or region, ensure reliability of systems serving customers, and to promote effective coordination among stakeholders, customers, and contractors to achieve project success.
DUTIES AND RESPONSIBILITIES
CFT Qualified
Act as Safety Committee Representative for the campus or region.
Enforce EH&S Policies
Collaboration with Training Manager to ensure proper and timely training for all employees on newly deployed equipment or infrastructure.
Active drill facilitator for executing and critiquing site drills in coordination with Training Manager and senior site leadership.
Enforce Aligned standards associated with capital projects.
Ensure compliance with Aligned Runbook.
Provide oversight of all project turnover processes.
Provide oversight and drive completion of all project punch lists.
Provide procedure QA/QC for processes and procedures required for capital projects (MOP's and CR's)
Approval authority for Level 1 and Level 2 change requests as approved by the Facility Manager and site Operations Director.
Provide QA/QC support of all building systems and critical facilities equipment and other equipment associated with data center environments including fire/life safety, plumbing, mechanical and electrical systems, and equipment.
Provide QA/QC plumbing support for installations, repair and maintenance of piping and associated equipment, and components located in the interior or exterior of the building
Conducts a routine and on-going assessment of the building systems operations as it pertains to capital projects.
Performs tests, rounds, and analyzes data to assure the proper functioning of critical equipment prior to turnover to Operations.
Evaluate, assign, and monitor the safe work responsibilities and safety procedures capabilities of employees and contractors.
Maintain on-going communication with tenants, owners, and vendors concerning on-going capital projects.
Assist in updating and/or maintain as-built drawings.
Ensure compliance with applicable codes, requisitions, government agencies and Aligned's directives as relates to capital projects.
Acts as a technical resource for CFT's, LCFT's, CFMT's, and SOT's.
Act as a liaison between customers, other departments within Aligned, and contractors performing capital projects.
QUALIFICATIONS
Minimum five years of increased responsibility and oversight of building systems and critical facilities equipment.
Professional licenses strongly preferred (electrical and mechanical licenses)
Ability to comprehend, analyze, and interpret complex project documents, AutoCAD, Visio, and PDF documents.
Ability to project manage effectively with all stakeholders towards a win-win resolution.
Ability to develop installation standards and project tracking/management documents.
Ability to effectively respond, verbally or written, to sensitive issues, complex inquiries, or complaints.
Ability to make effective presentations and respond to questions from groups of managers, clients, customers, and the public.
Requires a high level of commitment to customer service, whether co-workers or clients.
Requires in-depth knowledge of applicable rule's laws, codes, regulations, and ordinances in performing data/communications and MEP projects.
Develops appropriate RFP processes Assist in development of capital budgets.
Ability to analyze and solve problems involving several options with limited information.
Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form and to work independently.
Requires advanced analytical and quantitative skills.
Proven management skills, customer service orientation, and problem-solving knowledge.
Demonstrate ability to work well under pressure with a proactive approach to unusual occurrences.
Requires good organizational skills, attention to detail and an openness to new ideas and procedures.
MS Office applications. i.e., Excel, Outlook, Word, and PowerPoint.
Occasional Travel may be required, training or other reasons.
COMPETENCIES
Change Management - Develops workable implementation plans; Communicates changes effectively; Builds commitment and overcomes resistance; Prepares and supports those affected by change; Monitors transition and evaluates results
Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources.
Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
Ethics - Treats people with respect; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.
Managing People - Includes staff in planning, decision-making, facilitating and process improvement; Takes responsibility for subordinates' activities; Makes self available to staff; Provides regular performance feedback; Fosters quality focus in others; Improves processes, products and services.; Continually works to improve supervisory skills. Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others.
Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
Project Management - Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget; Manages project team activities.
Safety and Security - Observes safety and security procedures; Determines appropriate action beyond guidelines; Reports potentially unsafe conditions; Uses equipment and materials properly.
Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
PHYSICAL DEMANDS AND WORK ENVIRONMENT
Frequently required to stand, sit, and/or walk
Occasionally required to climb, balance, bend, stoop, kneel or crawl
Continually required to talk or hear
Occasionally exposure to wet and/or humid conditions(non-weather)
Frequently work near moving mechanical parts
Occasionally exposure to outside weather conditions
While performing the duties of this job, the noise level in the work environment is usually moderate
The employee must occasionally lift and /or move more than 50 pounds
Specific vision abilities required by this job include: Close vision; Distance vision; Color vision; Peripheral vision; Depth perception and ability to adjust focus
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
At Aligned, we are committed to transparency and fostering a positive employee experience from your very first interaction with us. In compliance with Illinois pay disclosure requirements, when you join Aligned, you'll have access to the following benefits: medical, dental, vision, short and long disability, life insurance and other voluntary benefits, 401k with employer match, bonus opportunities, paid time off, wellness benefits and professional development opportunities, all designed to support your well-being and career growth. We want you to have a clear understanding of what we offer, so you can make informed decisions about your future with us.
Aligned is equally committed to fostering an inclusive workplace and providing equal employment opportunities for all employees. We ensure that all applicants and team members are considered for employment, advancement, and all other employment-related matters without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), national origin, age, physical or mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information, military or veteran status, or any other characteristic protected by applicable law.
If you require a reasonable accommodation to perform the essential functions of your job due to a disability or medical condition, please contact our People & Culture team. Accommodation requests will be reviewed on a case-by-case basis in accordance with applicable laws. Aligned will make reasonable accommodations where necessary to enable qualified individuals with disabilities to perform the essential functions of their role.
Asset Manager
Portfolio Manager Job In Alpharetta, GA
Independently oversee the financial performance of designated contract services, amenities and operations associated with all building structures (Rome, Florence, Venice, Parking Deck, Coliseum), administrative and common areas with primary emphasis on protecting the investment and interests of Jackson Healthcare, maximizing net operating income while maintaining strong business relationships. Responsibilities include analyzing P&L, trending income/expense statistics and KPI accountability. In collaboration with property management team, accounting team and third-party operations' teams, assist with creation of annual budgets and monthly financial and variance reports. Assist team with procuring all contracts related to the operations of the property and coordinate with legal and risk teams to align needs with master services agreement (MSA) requirements. Audit, evaluate, organize and manage documents within the property management team's SharePoint site, utilizing BOMA's chart of accounts. Review, audit and manage lease portfolio for office space leases outside of the Jackson Healthcare campus; denote key dates for leases (expirations, certificates of insurance, renewal terms, security deposits, etc.). In coordination with the assistant property manager, provide oversight to tenant leases at LoveLifts Village.
ESSENTIAL FUNCTIONS AND BASIC DUTIES:
Food Services/Childcare/Fitness Facility:
Oversee financial functions (in some cases, working with third party contractors), to include but not limited to, preparing annual budgets, monthly financial reports, etc.
Track, analyze and report on expenses, cost trending, KPIs, participation levels, subsidies, etc.
Drive marketing goals to increase usage, manage expenses and reduce subsidies for these businesses.
Financial Budgets:
Work closely with property management and accounting team to analyze monthly account variances for all building entities on campus; assist team in preparing roll up variance analysis reports.
Oversee monthly invoice process for all Property Management operations.
Oversee budget and financial performance for construction projects.
Review monthly general ledger and make any necessary reclassifications to ensure coding matches budgeted accounts.
In collaboration with other team members, prepare annual operational and capital budgets and reforecasts for: Rome, Florence, Administrative, Parking Deck, Venice, Coliseum and CAM/common areas.
Participate in budget presentations to ownership.
Asset Inventory:
Oversee CapEx schedule, FF&E and other general inventories and products.
Contracts/Leases/Documents:
Work in collaboration with legal team to procure and review contracts to ensure MSA and risk compliance; all contracts to be uploaded into automated contract management system; track key contract dates and associated certificates of insurance (expirations, renewals, etc.); assist with bidding and review process for renewals and new contracts.
Work with team members to ensure contract service level agreements (SLAs) are met.
Work in collaboration with head of corporate real estate, legal team and risk in the review, negotiation and execution of leases for all leases outside of the corporate campus.
Oversee lease management, noting expirations, certificates of insurance, security deposits, critical renewal or notice dates, etc.
For leases requiring tenant improvement to the space, work in collaboration with JH project managers and onsite construction management and property management teams, alongside the leasing agent for the project.
Responsible for ensuring leases are entered into the contract management system and for maintaining the lease portfolio.
Other:
Manage new and ongoing projects within areas of expertise and assignment.
Collaborate with internal tax team to keep apprised of any childcare tax credit implications.
Conduct job duties in accordance with the Corporate Values and Culture.
Respect all individuals without regard to their position.
Understand that there is no class system.
Seek first to understand before responding, don't rush to judgment.
Take ownership of self and conducts self with intellectual honesty; willing to admit mistakes and understand strengths and weaknesses.
Believe and operate under the principle āIf it's to be, it's up to me.ā
Function in a fail-safe environment that forgives and focuses on solutions.
Encourage and support other associates, creating an environment to succeed.
Communicate problems directly, not engaging in rumors or gossip.
Embrace a āTeam-Firstā vs. āMe-Firstā attitude. Understand that the possibilities for success are limitless when one is impervious to competition. Doesn't take credit for other's accomplishments and will give others credit with praise and recognition.
Always try to do what's right with a firm sense of integrity and ethics, behaving in a manner consistent with principles of moral conduct.
QUALIFICATIONS:
EDUCATION/CERTIFICATION:
Bachelor's degree (B.A.) from four-year college or university
CPM or RPA.
Current or candidate for property management designation such as
Valid driver's license.
REQUIRED KNOWLEDGE:
Basic accounting theory, Proficiency in PC word processing and spreadsheet packages.
Understanding of commercial building structural components, mechanical systems, contract management, budgets and financial analysis.
EXPERIENCE REQUIRED:
Four years of commercial property management or property accounting experience, with two years in a supervisory role.
SKILLS/ABILITIES:
Good supervisory skills.
Ability to multitask effectively.
Well-organized.
Strong communication and negotiation skills.
Good planning ability.
Willing to assist.
Proficient using MS Office (Outlook, Word, Excel, SharePoint.
Ability to create success in a team environment.
Highly adaptable and flexible in a fast paced, agile work environment.
Additional Job Description.
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION:
TALKING:
Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
AVERAGE HEARING:
Able to hear average or normal conversations and receive ordinary information.
REPETITIVE MOTIONS:
Movements frequently and regularly required using wrists, hands and/or fingers.
Average Visual:
Close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
PHYSICAL STRENGTH:
While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel; write; type; talk; and hear.
The employee is occasionally required to reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 25 pounds.
Finance Manager
Portfolio Manager Job In Georgia
Our client, a manufacturer of turbojet engines, is seeking a Finance Manager with strong analytical abilities, commercial acumen, and a passion for driving growth, efficiency, and profitability. The ideal candidate will possess excellent organizational skills, solid numeracy capabilities, and a deep understanding of financial management.
Top candidates will demonstrate exceptional communication and report-writing skills, technical expertise, and outstanding negotiation abilities. A background that intersects with company economics and management is highly desirable.
Key Responsibilities:
Oversee daily financial operations, including payroll, invoicing, and transactions
Manage financial accounting, monitoring, and reporting systems
Ensure strict compliance with accounting policies and regulatory standards
Maintain accurate financial records and documentation systems
Conduct financial analysis, generate reports, and assess industry trends to evaluate the company's financial health
Lead the finance department's operations and development, including policy creation, budgeting, recruitment, training, and financial procedure assessments
Supervise quarterly and annual account reconciliations, enforce tax and financial reporting compliance, and assist with cash flow forecasting
Develop and implement budgeting, forecasting, and financial reporting strategies
Lead month-end closing processes and monthly financial forecasting
Support additional business functions as required
Qualifications
Bachelor's degree in Finance, Accounting, or a related field.
CPA (Certified Public Accountant) license required
Additional certifications such as CGFM (Certified Government Financial Manager), CFA (Chartered Financial Analyst), or FPAC (Financial Planning and Analysis Certification) are a plus
Minimum of 5 years of experience as a Finance Manager
In-depth knowledge of Generally Accepted Accounting Principles (GAAP)
Strong analytical and problem-solving skills
Exceptional attention to detail and organizational abilities
Ability to work under pressure and meet tight deadlines
Strong independent work ethic while also thriving in a team environment
Excellent report-writing and communication skills
Proficiency in Microsoft Office, SAP, and other financial planning software
Due to this role as a defense contractor, this position is restricted to U.S. citizens in accordance with federal regulations
Up to 10% international travel to Europe during the first year
Benefits:
Competitive salary and performance-based bonuses.
Comprehensive health, dental, and vision insurance.
Retirement savings plan with company match.
Opportunities for professional development and career advancement.
Collaborative and innovative work environment.
Asset Manager
Portfolio Manager Job In Atlanta, GA
Atlantic Pacific Companies (APC), one of the Southeast's fastest growing multi-family investment firms, is looking to add an Asset Manager to its team.This position will report to the Senior Vice President of Asset Management and will oversee a portfolio of market-rate and tax credit properties. APC is a dynamic, collaborative, and entrepreneurial organization that seeks team members who take ownership of their responsibilities and are looking to grow professionally.
Job Description
The Asset Manager will assume a leadership role within APC, undertaking responsibility for the financial performance and business plan execution of a multi-family portfolio located in the Southeast and Mid-Atlantic. Specific duties will include oversight of capital projects, interfacing with property management, positioning of properties within their competitive set and submarket, generating reports for capital partners, and preparation and oversight of annual budgets.
Qualifications
-Bachelor's Degree
-At least five years of commercial real estate experience, with an emphasis on multi-family and asset management.
-Strong leadership skills with the ability to execute complex tasks in a team environment.
-Solid analytical skills with a high proficiency in Excel
-The ability to multi-task and meet deadlines
-Strong interpersonal and presentation skills
Branch Manager
Portfolio Manager Job In Pooler, GA
Bring your personality to the Malone team! Go-getter. Straight-talker. People person. If that sounds like you, consider joining us for our mission. At Malone, there is nothing we love more than helping people and companies connect to accomplish amazing things.
About Us:
Malone is a private, award-winning company dedicated to providing staffing and recruitment needs to clients across the nation. Ranked on the SIA 2024 Top 100 List as one of the Largest Staffing Companies in the US, it is our pleasure to serve as the workforce resource and to make a positive impact on people's lives.
Malone is actively recruiting an enthusiastic and results-driven Branch Manager to join our team. If you are passionate about growth, building relationships, and problem-solving, we would love to hear from you.
Position Summary:
The Branch Manager is primarily responsible for supervision of day-to-day operations, developing and leading a team, growing and maintaining client relations, establishing goals, implementing policies/procedures in compliance with federal and state requirements, and overseeing branch P&L. This includes collaborating with sales and marketing teams to generate new business, along with recruitment and placement of talent pipelines.
Location: Pooler, GA 31322
Job Type: Full-time
Primary Responsibilities:
ā¢ Manage and mentor branch office staff
ā¢ Run day-to-day operations of the branch
ā¢ Hire, develop, and train employees
ā¢ Establish goals, activities, and objectives
ā¢ Develop new customer contacts while maintaining current customer relationships
ā¢ Generate sales leads and business development within the market area
ā¢ Lead branch efforts to identify, screen and place qualified candidates in temporary and contract roles
ā¢ Handle personnel functions within the branch
ā¢ Recruitment, screening, and placement of applicants
ā¢ Branch P&L responsibility; drive profitability, control costs, and utilize resources
ā¢ Expedite Workers Comp and UI claims
ā¢ Other duties as assigned
Qualifications:
ā¢ Bachelor's degree preferred or relevant work experience
ā¢ Previous experience in a supervisory role or a minimum of 3 years of recruiting or staffing
ā¢ Superior customer service, public relations, and interpersonal skills
ā¢ Ability to motivate and lead
ā¢ Available to work in office Monday - Friday 8am - 5pm
ā¢ Experience in Business Development or business to business sales a plus
ā¢ Previous experience with light industrial, manufacturing and/or warehouse settings a plus
Perks:
ā¢ Full Benefits Package including health, dental, vision, and life insurance
ā¢ Opportunities for internal advancement
ā¢ Relaxed office environment with casual dress code
ā¢ Fun, results-driven culture- we reward hard work and celebrate success as a team through company-sponsored activities and team-building events
ā¢ Career Development Opportunities
ā¢ Opportunity to work with a talented and driven team to support you
ā¢ Paid Time Off and 11 paid company holidays
ā¢ Partnership with Point University, an accredited institution, to provide tuition discounts
ā¢ 2 Days of Giving- Employees get two days of paid time off each year to volunteer their time at an organization of their choice
ā¢ Health and Dependent Care FSA options
ā¢ 401K with Company Match
Management Registry, Inc. hiring decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
For more information, please contact our corporate office at **************.
Branch Manager
Portfolio Manager Job In Suwanee, GA
Are you ready to lead and develop a team? Bowman Consulting has an exciting opportunity for a Branch Manager to join our team in Suwanee, GA.
At Bowman, we believe in creating opportunities for aspiring people to thrive and achieve ambitious goals. That's why a career at Bowman is more than a job. It is an opportunity to be part of a diverse and engaged community of professionals, to be treated as a respected and valued member of a motivated team and to be empowered to do exceptional work that advances the best interest of everyone involved. We recognize the importance of creating a work environment that is both rewarding to our employees and supportive of our unwavering commitment to provide unparalleled service to our clients.
Purpose
Supervise and be responsible for the overall direction, coordination, and evaluation of branch performance.
Responsibilities
Leadership and Direction
Position includes direct supervisory responsibility of staff to include hiring decisions, direction and delegation of work assignments, performance and evaluation, training and development, employee relations and disciplinary issues, compensation, and termination decisions.
Provide oversight and direction of department or business unit including strategy, budgeting, staff, and deliverables
Effectively communicate corporate goals, philosophy and culture.
Develop near/long-term goals and strategies for growth of the branch office.
At the Operational and Company Level
Actively participate in decision-making processes by evaluating and communicating the impact of operational decision and business opportunities.
Manage all financial aspects of location such as profit/loss/budgets.
Capitalize on expertise in other offices to create new sector opportunities including transportation, structural, mining, landscape/architecture, and construction management services.
Market the firm's capabilities to establish new clients and enhance relationships.
Do the Work
Coordinate the planning and execution of day-to-day operations managing proposals, work-in-process, billings, and outstanding accounts receivable collection efforts
Establish new clients as well as maintain healthy client relationships and possess solid operational insight for driving projects and executing deliverables.
Develop trusted adviser relationships with customers and vendor
Responsible for the monitoring and management of work-in-process, billings, and outstanding accounts receivable collection efforts
Oversees recruitment, development, and management of professional, technical, and administrative personnel
Drive projects and execute deliverables with the sense of urgency clients expect
Effectively market, manage and execute design projects in land development (residential, commercial, industrial), government and/or energy.
Success Metrics and Competencies
Commitment to working in partnership with others inside and outside the organization.
High degree of discretion and ability to manage highly confidential information
Proven track record of innovation, leadership and creativity.
Highly motivated and problem-solving attitude.
Strong sense of urgency in responding to constituents.
Outstanding verbal and written communication skills.
Strong work ethic and commitment to quality.
Strong marketing/business development skills and mindset.
Commitment to promoting the reputation of the company through quality of work.
Commitment to driving profitability and growth.
Commitment to becoming a ācitizenā of the broader organization, breaking down barriers and silos.
Ability to effectively manage multiple time-sensitive tasks.
Focus on improving return on investment.
Basic understanding of financial reports and metrics.
Data analysis and interpretation skills.
Qualifications
Bachelor's Degree in Civil Engineering, Surveying, Planning or related discipline.
Master's degree preferred.
Minimum of ten (10+) years' relevant experience in the AEC industry including at least three (3+) years' experience in a management capacity.
Registered professional in field of expertise preferred (Engineering, Planning, Landscape Architecture).
Diverse experience in land development, commercial projects, municipal projects, architecture, transportation, energy, mining or environmental.
Strong knowledge of local/municipal codes, standards, and practices.
Established relationships with surrounding localities and agencies.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Proficient in video conferencing tools.
Must hold a valid state driver's license and successfully pass a motor vehicle check.
Physical Demands and Working Environment
Eligible for remote work arrangements.
Primarily indoor professional office environment which may include bright/dim light, noise, fumes, odors, and traffic
Mobility around an office environment
Frequent and prolonged use of standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Occasional lifting or carrying up to 20 pounds.
Occasional pushing or pulling up to 20 pounds.
Occasional reaching outward or above shoulder.
Disclaimer
Note: While this job description is intended to be an accurate reflection of the job requirements, it is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary at any time with or without notice.
Retail Branch Manager
Portfolio Manager Job In Atlanta, GA
Currency Exchange International (CXI) is a Money Service Business based in Orlando, Florida.
Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI's primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to explore Life at CXI: ***************************************
Our Value Statement: We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies.
Our Values:
Customer First -
We earn the right to be our clients' first choice.
Integrity
-
We hold ourselves to the highest standard to build trust.
Collaborative
-
We always win as a team.
Innovative
-
We find new methods to deliver change and advance technology to the industry.
Passionate
-
We are driven to be the best in class.
Currency Exchange International is currently seeking a Full-Time Branch Manager to join our team at the Lenox Square Mall branch located in Atlanta, Georgia.
Essential Functions:
Ensure staff follow practices and regulations in the Retail Policy Procedure Manual
Provide excellent customer service to store's clients
Ensure store reaches the maximum performance in line with the budget
Help to organize and ensure full training is carried out with all new employees
Ensure appearance of branch is neat and tidy at all times
Assist in ensuring adherence to CXI's retail security policies at all times
Help in all ways to control operation and staff costs in branch
Ensure all Money Laundering and Compliance regulations are adhered to at all times
Ensure all inventories are reconciled on a daily basis in line with procedures
Maintain adequate inventories of foreign and US Dollar currencies are maintained to support regular seasonal volumes
Maintain sufficient stocks of foreign and US currency through wholesale inventory ordering
Keep accurate and detailed records of all transactions, expenses, and inventory levels for accounting purposes
Maintain excellent working relationship between CXI and the landlord for the facility we lease our branch location from
Marketing of the branch through referral flyer distribution, web marketing, and check cashing flyer distribution
Our Competencies:
Action Oriented: Invests time in upfront planning to achieve organizational goals and objectives while meeting quality standards, following the appropriate processes, and demonstrating continuous commitment.
Effective Communication: Effectively and appropriately interacts with others to build relationships, influence others, and facilitate the sharing of ideas and information. Uses tact and diplomacy to navigate difficult situations. Relays key messages by creating a compelling story, targeted to specific audiences.
Nimble Learning: Continuously seeks opportunities to learn, questions the applicability of past approaches in the current environment, owns growth, and embraces failure as a learning opportunity.
Optimizing Work Processes: Employee knows the most effective and efficient processes to get things done, with a focus on continuous improvement.
Situational Adaptability: Thrives and grows in a rapidly changing and complex environment. Displays flexibility, activates networks and adopts a continuous growth mindset to learn from mistakes and bounce back from adversity.
Functional/Technical Skills: Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.
Job Requirements:
Demonstrated problem solving skills
Proficient reading, writing, and mathematics skills
Proficient interpersonal relations, communicative, and sales skills
Entry Level Management position
Ability to work independently, as well as with a team
Schedule:
40 hours
Available to work Monday-Friday 9:30am-5:30pm and Weekends
Benefits:
Commuter Reimbursement
Vacation - 2 weeks of paid vacation
Sick/Personal Days - 1 week of paid sick/personal time off
Health/Dental/Vision
Short and Long-Term Disability
401K Plan
Currency Exchange International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, religion, color, sex (including pregnancy and gender identity), sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, any other non-merit based factor or any other characteristic protected by applicable federal, state or local laws. Our leadership team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. If you'd like more information about your EEO rights as an applicant under the law, please visit *****************************************
Finance Manager
Portfolio Manager Job In Smyrna, GA
As a Finance Manager, you will be a key strategic partner to cross-functional teams, providing financial insights and data-driven recommendations to drive business decisions. You will analyze financial performance, support scenario planning, and help optimize business operations. This role requires strong analytical skills, financial modeling expertise, and the ability to translate complex data into actionable insights for business leaders.
ESSENTIAL JOB FUNCTIONS:
Business Partnering: Collaborate with sales, operations, and other business units to provide financial guidance, support decision-making, and drive performance improvements.
Financial Analysis & Modeling: Conduct in-depth financial analysis, including variance analysis, forecasting, scenario modeling, and profitability assessments.
KPI Development & Reporting: Design and track key performance indicators (KPIs), ensuring alignment with business objectives and proactively identifying risks and opportunities.
Budgeting & Forecasting: Support annual and monthly/quarterly forecasting processes, ensuring accuracy and alignment with strategic goals.
Market & Competitive Analysis: Provide insights on market trends, industry benchmarks, and competitive positioning to influence business strategy.
Data-Driven Insights: Leverage Power BI, Excel, and other analytics tools to automate reporting, develop dashboards, and provide real-time insights to stakeholders.
Process Improvement: Identify and implement process efficiencies in financial reporting, planning, and analysis to improve accuracy and speed.
REQUIRED KNOWLEDGE, SKILLS, ABILITIES
Strong understanding of financial principles, including budgeting, forecasting, variance analysis, and profitability modeling.
Familiarity with enterprise financial systems (SAP, Oracle, EPM, or similar) and database management.
Knowledge of key business performance metrics (KPIs) and operational drivers.
Ability to develop complex financial models and perform scenario analysis.
Proficiency in Power BI, Tableau, or similar tools to create dashboards and reports.
Strong skills in pivot tables, advanced formulas, macros, and automation.
Strong critical-thinking skills to analyze business performance and identify opportunities.
Ability to translate complex financial and operational data into clear, actionable insights for business leaders.
Experience in streamlining reporting processes and implementing automation solutions.
REQUIRED WORK EXPERIENCE
5-7 years of experience in financial analysis, business partnering, or related roles.
Strong proficiency in Excel (financial modeling, pivot tables, advanced formulas).
Experience with Power BI, Tableau, or other BI tools is a plus.
Familiarity with ERP systems (SAP, Oracle, or similar).
Excellent communication and storytelling skills to present insights to non-financial stakeholders.
Strong problem-solving and critical-thinking abilities.
Ability to work independently in a fast-paced, dynamic environment.
REQUIRED EDUCATION, CERTIFICATIONS, TRAINING
Bachelor's degree in Finance, Accounting, Economics, or a related field;
PREFERRED QUALIFICATIONS
MBA or CFA/CPA preferred.
Experience with Salesforce, SAP, Oracle, CRM, EPM Cloud, or other financial reporting software
Branch Manager
Portfolio Manager Job In Atlanta, GA
Title: Branch Manager, Freight Forwarding
Salary: $150,000-190,000 base + bonus + benefits
Overview: JBAndrews are partnered with a global Freight Forwarder as they look to appoint a Branch Manager for their Atlanta Office. The position will hold full scope of P&L, hiring, training and development of the region. The position has strong growth potential, with nearby locations being opened over the coming years.
Key Responsibilities:
Oversee and direct all aspects of the operations including P&L ownership.
Develop and implement strategic plans to ensure operational growth and success.
Exhibit a commercial and entrepreneurial mindset, with a proactive and hands-on leadership approach.
Utilize deep knowledge of the Atlanta logistics market and experience in managing a logistics company.
Engage with local and international customers.
Coordinate with strategic service providers, including transporters, brokers, port operators, carrier agents, freight forwarders, and vendors.
Collaborate with departments such as Commercial, Compliance, HSEC, and Finance.
Communicate with overseas offices and branches.
Requirements:
Senior Management experience overseeing teams of 10 or more.
Bachelor's degree in logistics or management (preferred).
At least 10 years of experience in a commercial environment, including sales, warehousing operations, and customer service.
10+ years experience within the Atlanta region for Freight Forwarding
Proficient in strategic planning, resource allocation, leadership techniques, quality control, and cost management.
Adaptability to changing conditions, high volume levels of activity, and ability to multitask.
Strong analytical skills for operational and financial decision-making (KPI).
Ability to work independently with minimal supervision.
Proven ability to work in cross-functional and multicultural teams.
Proficient with Microsoft Office Suite (Outlook, Excel, Word).
Ability to thrive in a high-pressure, fast-paced environment.
Willingness to travel locally and regionally as required, often on short notice.
Due to the large number of applications, if you have not heard anything within 14 days, then unfortunately you have been unsuccessful.
Selling Branch Manager
Portfolio Manager Job In Augusta, GA
Epic Labor provides On-Demand temporary staffing services to small and medium businesses, which include primarily general labor industrial and construction personnel. We are seeking an outgoing individual to take the position of Selling Branch Manager.
An SBM of an Epic Labor office is the primary sales producer in the local market and will oversee all aspects of personnel management for our temporary workforce including payroll, recruiting, dispatch of temporary workers each morning, and maintaining customer relationships.
To perform this job successfully, an individual must possess good organizational and management skills.
This is a fast paced position that requires tenacity and stamina.
SKILL/QUALIFICATIONS
Previous sales experience, preferably outside and cold call experience
Effective communication skills
Ability to drive sales growth in the local market
Critical thinking ability under pressure
Time management, managing multiple tasks and deadlines
ESSENTIAL FUNCTIONS
Recruiting, training, managing, and retaining the finest workforce
Daily dispatch of temporary employees
Growth of overall Branch revenue
Oversees day to day Branch operations
Responsible for overall Branch productivity and profitability
Branch Manager
Portfolio Manager Job In Savannah, GA
Role: Branch Manager
Pay Range: $150,000 - $250,000
Lead with Roof Lab - Where Your Success is Our Priority
At Roof Lab, we're not just in the roofing business - we're in the people business. We're looking for an experienced Branch Manager to lead our growing team in Melbourne and beyond. With competitive pay, generous incentives, and room for growth, this is more than just a job. It's an opportunity to build a successful career while making a difference.
Who You Are:
You have experience as a sales leader, managing >$3M in annual sales.
You have a natural ability to motivate and develop a team of sales professionals.
You're results-oriented, driven by targets and motivated by success.
You have an entrepreneurial spirit and thrive in a fast-paced environment.
You possess a valid driver's license and a reliable vehicle for the role.
Who We Are:
We are who you've been looking for - a rapidly growing company with endless opportunities.
We believe in fostering professional growth through training, mentorship, and support.
We offer a competitive salary with performance bonuses and profit-sharing.
We are committed to high standards of quality and integrity in every job we complete.
We're expanding to new cities, creating exciting new leadership opportunities.
Job Requirements:
Must have a reliable vehicle for daily job site travel.
Must have a valid driver's license and proof of insurance.
Must be comfortable working on rooftops and ladders.
Must be motivated to lead and succeed in a dynamic, sales-driven environment.
Finance Manager
Portfolio Manager Job In Atlanta, GA
The Finance Manager is a key role in the finance organization responsible for managing CAPEX and Maintenance planning. The role requires strong analytical capabilities, leadership, the ability to effectively communicate to both finance employees and business leaders, and the ability to perform with accuracy and integrity while working on tight deadlines.
ESSENTIAL FUNCTIONS/TASKS
ā¢Oversees and creates corporate reporting for internal management.
ā¢Responsible for maintaining the GSE (Ground Support Equipment) financials
ā¢Assist senior management in developing operating budgets, forecasts, and other financial analyses
ā¢Handle monthly analyses and reporting responsibilities including functional spend and impact of initiatives
ā¢Support the strategic planning process, annual planning process, and forecast
ā¢Maintain consistency and quality of support across the corporate functions
ā¢Gather and synthesize data across various parties and manage any ununiformed data
ā¢Balance Sheet forecasting and budgeting
QUALIFICATIONS, SKILLS, & ABILITIES
ā¢5+ years of financial management/accounting experience
ā¢BS degree in Finance, Accounting, or Economics (Masters is a plus)
ā¢Exceptionally high technical skills with a required proficiency in Excel and PowerPoint
ā¢Strong communicator
ā¢Proven work experience as a Senior Financial Analyst, Finance Mgr or similar role
ā¢Hands-on experience with financial and statistical software
ā¢Expertise in MS Excel (creating spreadsheets and using advanced formulas)
ā¢Familiarity with databases, SQL, and advanced modeling
ā¢Ability to present financial data using detailed reports and charts
ā¢Familiarity with PowerBi is a plus
ā¢Relevant certification (e.g. CFA/CPA) is a plus
Selling Branch Manager
Portfolio Manager Job In Clarkston, GA
Branch Manager
Amplio - Who We Are
Amplio exists to create a movement that redeems the recruiting industry by becoming the largest purpose-driven group of impact recruiters focused on helping refugees obtaining meaningful employment. Our mission is to redeem the people business, one candidate and client at a time, by restoring people to God's design for work.
The Turas Group acquired Amplio Recruiting merged in 2021 to form a diverse global impact recruiting firm with a presence in Raleigh, Atlanta, Dallas, Houston, Detroit, Miami, Greenville and Jakarta .We offer a unique systematic and client-centered approach to recruiting.
Description of the Role
Amplio is looking for a Branch Manager. This person will be a SERVANT-LEADER, and an ELITE SELLER. They will be a HIGH-CHARACTER and HIGH-PERFORMANCE individual.
Requirements
5+ years experience in Outside Sales in the Staffing Industry
1-3 years of people management and/or branch management
Previous responsibility building/managing a book of business to $5,000,000+ of revenue
Roles & Responsibilities
Lead a team to 10m in annual revenue
Build a book of business through outside sales (cold-calling, meetings, events, networking)
Manage budget and steward financial performance for the unit
Attitude & Skillset
HIGH-CHARACTER and HIGH-PERFORMANCE mindset
SERVANT-LEADER is the leadership philosophy we expect from this person
Hungry, Humble, & Smart mindset
Exhibits strong ownership, initiative, and proactivity
Demonstrates joy and strong care in candidate communications
Positive attitude and loves serving and helping others and values teamwork
We expect this person to be an ELITE SELLER
High EQ
Excels in a fast-paced environment
Aligns with and is excited to execute Amplio/Turas Group mission, vision, & values
Strong written and verbal communication skills
Strong task and organizational skills
Balances and prioritizes multiple priorities and responsibilities
Proficient in video conferencing, Office 365, Google work environment, ATS software, experience with Indeed and LinkedIn, and generally strong computer skills
Debt Collection Manager
Portfolio Manager Job In Augusta, GA
MAU is hiring a Debt Collections Manager for our client in Augusta GA. As a Debt Collector Manager, you will oversee collections operations and lead a dedicated team. We seek a motivated individual with strong customer service skills to help consumers understand and repay their debts while delivering exceptional results. This is a direct-hire opportunity.
Benefits Package:
401k
Life insurance
Health insurance
Dental insurance
Vision insurance
Short term disability
Long term disability
Paid time off
Health savings account
Continuous training
Growth opportunities
Shift Information:
Monday to Friday; 8:00 AM to 5:00 PM
Required Education and Experience:
3+ years of experience in collections
2+ of experience in a team lead or managerial role, preferably within a call center environment
General Requirements:
In-depth knowledge of collections practices, laws, and regulations
Exceptional verbal and written communication skills, adept at negotiating and persuading customers to resolve outstanding debts
Proven leadership abilities to motivate and guide teams toward achieving targets and deadlines
Strong organizational and time management skills, capable of prioritizing and managing multiple tasks simultaneously
Analytical mindset with the ability to interpret data, identify trends, and make informed, data-driven decisions
Proficient in collections software and systems
Strong problem-solving skills, able to think creatively and develop innovative solutions to collections challenges
Strong attention to detail, ensuring accuracy in all records and communications
Excellent interpersonal skills, fostering positive relationships with customers and colleagues
Availability for a full-time work schedule, including regular in-person attendance and limited Saturday hours, with a minimum requirement of 40 hours per week
Essential Functions:
Develop and implement effective strategies and procedures for collections
Lead and manage a team of collections agents, offering guidance, support, and training as needed
Monitor and analyze the team's performance, implementing measures to enhance productivity and success rates
Review and evaluate delinquent accounts, determining appropriate actions in line with company policies and legal requirements
Communicate with customers regarding outstanding debts and payment options
Maintain accurate and up-to-date records of all collections activities, ensuring compliance with regulatory guidelines and internal policies
Collaborate with cross-functional teams, including legal, finance, and customer service, to address complex or escalated customer issues
Prepare and present regular reports on collections activities, providing data and insights to upper management
Physical Requirements:
The physical demands outlined here reflect what employees must meet to effectively perform the essential functions of this position. Reasonable accommodation may be provided to enable individuals with disabilities to fulfill these requirements. In this role, employees will frequently sit and engage in phone conversations for extended periods.
MAU Workforce Solutions is an innovative global company with extensive experience providing solutions for success in staffing, recruiting, technology and outsourcing to our clients, employees, and applicants. Headquartered in Augusta, GA since 1973, MAU is a family and minority-owned company offering better processes and better people to create efficiencies and greater profits for our clients. Our relationships with world-class companies, our training programs and our culture of family allow MAU to offer better results, better jobs, and better lives to those who work with us.
All Applicants must submit to background check and drug screening
Disclaimer: This job description is not designed to be a complete list of all duties and responsibilities required of the position
EOE
Senior Tax Manager
Portfolio Manager Job In Eatonton, GA
About Us:
RMW Accounting is a rapidly growing tax and accounting firm company with multiple locations across the US. The RMW Accounting division is seeking an experienced and motivated Senior Tax Manager to join their team on a full-time basis at the Eatonton, GA office. With a reputation for integrity and excellence, we serve a diverse client base, offering a range of tax, payroll, accounting, and consulting services.
Overview:
Experience in handling individual, corporate, and partnership clients. Review and signing of individual, business, and fiduciary returns. Providing clients with tax related projections and consulting as needed, along with general planning. Working as a part of a team to solve problems, do research, and complete projects.
Responsibilities:
Review U.S. and multi-state income tax returns for business entities, including Cācorporations, S-Corporations, partnerships, and fiduciary returns.
Review U.S. and state individual income and gift tax returns.
Prepare tax projections for individual and corporate clients.
Conduct tax research as needed.
Communicate with existing clients and colleagues regarding various tax matters.
Engage in consulting and special projects as requested by clients.
Requirements:
8 or more years of relevant tax experience preferred.
CPA preferred
Ability to work well independently and with a team.
Advanced computer skills on Microsoft platforms. UltraTax tax software and Practice CS are used but not required.
Proficient with QuickBooks, and trial balance software.
Strong interpersonal skills.
Ability to meet deadlines while handling multiple client projects in a fast-paced environment.
Desire to expand current knowledge base.
Portfolio Manager
Portfolio Manager Job In Atlanta, GA
The Portfolio Manager will be responsible for managing a developed and extensive commercial loan portfolio. This position will work with Commercial Relationship Officers, Loan Assistants, and customers to gather relevant needed information, prepare documents, obtain financial statements, and assist in loan reviews. The Portfolio Manager will support lenders in all aspects of the relationship.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
* Work with both Loan Assistant and Lender to collect financial and related data in order to determine the general credit worthiness of prospects and customers and determine the merits of the specific loan request
* Prepare the loan submission form, addendums, and other components of the loan submission package for both new and maturing loans
* Otherwise assist in all aspects of managing Lender's portfolio
* Obtain and retain product knowledge
* Support the collection of past due loans
* Support the clearing of financial statement and documentation exceptions
* Direct financial information to credit analysts for spreading and analysis
* Monitor new developments in lending, compliance with loan policies, and compliance with appropriate regulations
* Maintain working knowledge of loan documentation and bank terminology
* Assist in preparation of various reports and submissions to credit administration and loan review
* Participate with Lender in ongoing marketing to include making direct sales calls to prospects and customers
* Ability to deal tactfully and effectively with customers as well as fellow employees
* Assume ownership of assigned loans with little or no direct supervision
* Perform other related duties as assigned
Qualifications
Minimum:
* A high school diploma or equivalent required, College degree with emphasis in Finance and/or Accounting or equivalent experience in financial analysis is preferred
* 1 year previous lending experience or 3 years job related experience
* Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and procedure manuals
* Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
* Financial and analytical skills
* Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
* Customer service orientation
Preferred:
* Knowledge of Federal laws and regulations involving loans
* Ability to analyze a credit application for completeness and for documents needed on loans
* Ability to operate computer and to be proficient with Word, Excel, and Power Point as well other internal Bank programs and systems
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
Portfolio Manager, Digital Infrastructure-Large Corporates and Financial Sponsors
Portfolio Manager Job In Atlanta, GA
A career at CoBank can offer you the opportunity to make a personal impact on the people and communities where we do business. When you choose a career with CoBank, you make a difference by standing for something that matters. In order to be the best, we hire the best!
Remarkable Benefits Offered by CoBank
* Careers with a purpose. Stand for something!
* Time-Off Packages,15 days of vacation, 10 paid sick days and 11 paid holidays
* Competitive Compensation & Incentive
* Hybrid work model: flexible arrangements for most positions
* Benefits Packages, including Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance
* Robust associate training and development with CoBank University
* Tuition reimbursement for higher education up to 10K
* Outstanding 401k: up to 6% matching and additional 3% non-elective contribution
* Community Impact: United Way Angel Day, Volunteer Day and Associate Directed Contribution
* Associate Resource Groups: creating a culture of respect and inclusion
* Recognize a fellow associate through our GEM award
Position is located in either Denver, CO or Atlanta, GA
Job Description
Supports overall relationships with key Financial Sponsors, Infrastructure Funds, individual companies and lead banks focused on the Digital Infrastructure sector. Provides portfolio management and credit support to a team of Relationship Managers and is responsible for supporting the market development, prospecting, account management, and credit underwriting in Digital Infrastructure: data center, tower, and project finance non-recourse or limited recourse financing opportunities including related to Financial Sponsor relationships; larger corporations, financial sponsors and their portfolio companies, or regional or rural broadband customer base including wireless providers, cable companies and fiber to the home providers. Responsible for coordinating with Relationship Managers and credit professionals on associated internal credit, research, and financial modeling functions. Mentors and provides guidance to junior associates, as appropriate. Supports the achievement of profitability and credit goals for the division through day-to-day management of account relationships. Supports maintaining effective relationships with governmental, industry, and financial groups to enhance financial performance and business effectiveness. Supports CoBank's engagement of and collaboration with the Farm Credit System.
Essential Functions
* Independently manages the day-to-day activity of an assigned portfolio of complex Communications transactions with a mix of accounts. This includes direct customer communication, as necessary.
* Provides autonomous oversight on refinancing of existing borrowers, amendments, consents and waivers, term conversions and provides recommendations to Relationship Managers regarding any credit deviations or concerns.
* Assists Relationship Managers with communication to critical internal stakeholders, including the Division leadership, Credit, Capital Markets, Agency, Loan Closing, Operations, and Treasury/Derivative functions.
* Leads and/or assists in due diligence of new or refinancing transactions.
* Leads the development and analysis of financial data and due diligence of contractual, technical, and market information for new or renewed financing arrangements. Collaborates with Communications Credit Analysts to guide the development and preparation of credit approval documentation for new, renewed financing arrangements and consent, waiver and amendment activities.
* Supports Relationship Managers in origination, structuring, and new business activities. Takes on primary responsibilities, as assigned, to negotiate, diligence, document, and close new Communications loans. These activities can include, preparing pre-screening memos, pitches, cash flow modeling of proposed structures, engaging with Farm Credit System or commercial bank partners, negotiating loan documentation, and managing lender expert consultants.
* Recommends decisions on loan terms and loan servicing actions within approved limits on assigned accounts.
* Manages to profitability and credit quality targets for portfolio.
* Prudently services accounts to protect CoBank and minimize losses.
* Handles customer questions and concerns related to billing, documentation and other inquiries.
* Maintains expertise in Communications segment and keeps up-to-date on industry trends, technology, regulatory requirements, and government programs.
* Provides leadership and guidance to junior level staff as appropriate.
Education
* Bachelor's Degree required
* Master's Degree or MBA preferred
Work Experience
* 5 years of relevant experience, preferably in a commercial, corporate, project finance and/or investment banking environment required
* Prior Experience in the Digital Infrastructure sector and leveraged and/or project finance required
* Knowledge of fundamental commercial lending, loan structuring, financing alternatives, collateral concepts and syndicated loan structures.
* Advanced knowledge of Digital Infrastructure financial cash flow modeling and auditing functions.
* Knowledge of technical standards, industry trends, technology and regional/national regulatory requirements.
* Knowledge of competitive environment and practices in the Digital Infrastructure industry.
* Proven ability to analyze credits, contracts, legal documents, technical reports and various deal structures.
* Ability to produce marketing presentations for potential and existing customers.
Physical Exertion Details
Sedentary Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
Travel Requirement Details
Occasional Travel occurs infrequently (typically, once a month or less).
About CoBank
The typical base pay range for this role is between $125,000 - $161,300. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance.
The listed salary, other compensation and benefits information is accurate as of the date of this posting. This job will be posted for a minimum of five (5) business days or until the position is filled. CoBank reserves the right to adjust compensation for all positions and to modify or discontinue benefits programs at any time in its sole discretion, subject to applicable law.
CoBank is a cooperative bank serving vital industries across rural America. The bank provides loans, leases, export financing and other financial services to agribusinesses and rural power, water and communications providers in all 50 states. The bank also provides wholesale loans and other financial services to affiliated Farm Credit associations serving more than 76,000 farmers, ranchers and other rural borrowers in 23 states around the country. CoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Headquartered outside Denver, Colorado, CoBank serves customers from regional banking centers across the U.S. and also maintains an international representative office in Singapore.
REASONABLE ACCOMMODATION
We are committed to ensuring that our online application process provides an equal employment opportunity to all applicants, including qualified individuals with disabilities. If you are an applicant with a disability, or are assisting an applicant with a disability, and require accessibility assistance or would like to request a reasonable accommodation for any aspect of the application process, including completing an application, interviewing, or otherwise participating in the employee selection process, please submit a request by emailing *********************. Include your contact information and specific details about your requested accommodation.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
CoBank is an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.
Responsibilities Supports overall relationships with key Financial Sponsors, Infrastructure Funds, individual companies and lead banks focused on the Digital Infrastructure sector. Provides portfolio management and credit support to a team of Relationship Managers and is responsible for supporting the market development, prospecting, account management, and credit underwriting in Digital Infrastructure: data center, tower, and project finance non-recourse or limited recourse financing opportunities including related to Financial Sponsor relationships; larger corporations, financial sponsors and their portfolio companies, or regional or rural broadband customer base including wireless providers, cable companies and fiber to the home providers. Responsible for coordinating with Relationship Managers and credit professionals on associated internal credit, research, and financial modeling functions. Mentors and provides guidance to junior associates, as appropriate. Supports the achievement of profitability and credit goals for the division through day-to-day management of account relationships. Supports maintaining effective relationships with governmental, industry, and financial groups to enhance financial performance and business effectiveness. Supports CoBank's engagement of and collaboration with the Farm Credit System.
Portfolio Manager
Portfolio Manager Job In Richmond Hill, GA
As a Community Manager, you will provide strong leadership and management direction on behalf of Board of Directors and FirstService Residential to a portfolio of communities. This position will oversee the entire operation and consistently adhere to and execute the mission and vision of the Board and community. This position has oversight of all aspects related to the business and operations of the community. This role creates a single point of contact in the community, enhances communication and creates effective oversight of staff and operations. The Community Manager has the sole duty of the day-to-day operations, legal compliance and overall oversight of the association and staff.
Location:
This portfolio would support communities located in the Richmond Hill, Savannah, Rincon, and Statesboro, GA areas
Your Responsibilities:
* Provide leadership and direction in the development of short-term and long-range plans. Develop recommendations for goals and action plans to achieve Board objectives. Lead annual goal setting.
* Review organization structure, s, and functions. Make recommendations to the Board as to any potential changes.
* Partner with public, private and volunteer organizations to provide community services when necessary.
* Support the activities of the various Board sub-committees.
* Knowledge of all Community Governing documents. Provide recommendations on revisions.
* Continual process of seamless connection between the Board of Directors and committees.
* Provide community leadership and guidance to ensure that the needs or desires of the homeowners are being addressed.
* In partnership with the Board, create, or cause to be created, and implement the annual working budget, subject to approval by the Board of Directors.
* Monitor and report on the monthly financial position of the association.
* Provide leadership to each meeting involving the Board of Directors in terms of agenda support and written and oral reports. Summarize the priorities of each meeting with appropriate follow up.
* Recruit, hire, train and supervise all community staff in accordance with the documented management plan, if applicable.
* Work closely with local emergency organizations to maintain established emergency and community evacuation plans as appropriate.
* As appropriate, confer with other departments, divisions and outside agencies, including community groups and organizations. Identify, develop and implement programs to meet community needs.
* Assess and monitor community needs: identify opportunities for improving service delivery methods and procedures and developing new programs. Implement programs or improvements.
* Attend and participate in professional group meetings. Stay abreast of new trends and innovations in the fields of community management and community programming.
* On-site visibility throughout the common areas and facilities.
* Understanding of all agreements for corporate implementation.
* Ensure adherence to master calendar, maintenance calendar, association budgets and subsidy program.
* Review corporation policies on an ongoing basis to ensure compliance with civil code, declaration and other requirements of governing institutions.
* Perform building inspections of interior and exterior of property and prepare action plan for opportunities.
* Shall at all times ensure due diligence for the protection of client's funds, property and assets against all reasonably foreseeable contingencies or losses.
* Regular attendance and punctuality
Skills & Qualifications:
* Bachelor's degree in business or related field from an accredited college or university, and three years' experience in Property Operations, Hospitality or Construction; or equivalent combination of education and experience. Must have any state specific certifications and licenses or they are preferable to not required by the state.
* A minimum of seven years of successful community management experience or equivalent professional experience in a related field, with at least 4 of those years responsible for a staff with a variety of expertise, background and job assignments.
* Management experience in a small or medium-sized organization including responsibility for more than one functional department or division preferred.
* Understanding of physical building management, Condominium law, financial planning and law affecting property management.
* Valid Driver's License and State Mandated Vehicle Insurance
* Commitment to obtain CPM, PCAM, ARM or AMS designations or equivalent.
What We Offer:
As a full-time exempt associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision, and others. In addition, you will be eligible for time off benefits, paid holidays and a 401k with company match. Occasional travel may be required to attend training and other company functions.
Compensation:
$60,000-$75,000
Disclaimer Statement:
The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time.