Capital Call

Capital Call Finance Jobs

24 jobs found

Brand Finance Manager

Trilliant Food Little Chute, WI

7d ago

Full time Manager Marketing Brand

Manager Marketing Brand

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Job Description

Trilliant Food & Nutrition seeks a Brand Finance Manager to partner with its onsite team in Little Chute, Wisconsin. The role turns strategic plans into forecasts, delivers financial insight, and weighs trade-offs across the business unit to drive profitable growth and stronger operational performance.

Responsibilities

Serve as the primary finance partner for the business unit, collaborating closely with the BU Lead and functional leaders.
Provide financial analysis to inform pricing and margin decisions, trade spend and promotional effectiveness, and the profitability of customers, channels, and products, as well as inventory management.
Identify key cost drivers across materials, labor, overhead, and logistics.
Partner cross-functionally to identify drivers behind forecasts, variances, costs, and productivity to strengthen insights and future forecasting.
Support the evaluation of new initiatives, business cases, and growth opportunities.
Lead the BU’s annual budget, rolling forecast, and periodic outlook updates.
Prepare and explain monthly financial results, including variance analysis vs. budget/forecast and highlighting cost drivers and trends; support monthly business reviews with risks, opportunities, and recommended actions.
Help improve forecast accuracy and financial transparency for the BU.
Act as the finance lead for the BU in the Integrated Business Planning (IBP) process, partnering with Demand Planning, Supply Planning, and Production, Materials, and Resource (PMR) planning.
Translate demand and supply scenarios into financial impacts such as revenue, margin, inventory, and net working capital implications.
Support scenario planning by quantifying tradeoffs related to capacity, service levels, inventory positioning, and cost and margin impacts.
Provide financial input and validation during IBP meetings to support fact-based decision-making, balancing margin and liquidity.
Partner with Sales, Marketing, and Operations to understand volume, mix, pricing, and end-to-end cost drivers.
Analyze manufacturing and supply chain impacts on BU financial performance.
Support continuous improvement initiatives by quantifying financial benefits tied to cost reduction, productivity, and efficiency efforts.
Track and report key KPIs, ensuring insights are clear, relevant, and actionable.
Develop and maintain financial models and reporting tools to support BU decision-making.
Identify opportunities to improve financial processes, data quality, and reporting efficiency.
Ensure alignment with finance policies, controls, and standard processes.
Work cross-functionally to ensure financial implications are understood and considered in BU decisions.
Clearly communicate financial information to non-finance stakeholders in a practical, business-focused way.
Escalate key risks or issues to finance leadership as appropriate.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
5–7 years of progressive experience in accounting/FP&A supporting a CPG brand, BU, or scaled manufacturing platform.
Proven experience managing and analyzing the full P&L from gross sales to net revenue, with deep exposure to gross-to-net drivers, cost accounting, inventory and working capital management, and margin analysis.
Strong track record partnering cross-functionally with Sales, Marketing, Operations, Cost Accounting, and Supply Chain to support forecasting, budgeting, variance analysis, profitability initiatives, and inventory management.
Solid analytical and financial modeling skills; advanced Excel proficiency and modeling capabilities are essential.
Excellent written and verbal communication skills.
Ownership mindset for the brand.

Technologies

Microsoft Excel
ERP systems
Planning systems

Benefits

Competitive base pay
Comprehensive benefits package

Hours, Location and Pay

This is a full-time onsite role based at our Little Chute, WI manufacturing facility with standard business hours; additional time may be required based on business needs. The position offers a competitive base pay and comprehensive benefits.

Physical and Mental Demands

Frequently required to sit, hear, use hands to type data, and operate a computer and phone.
Close vision and ability to adjust focus; reasonable accommodations available.
Multi-tasking, decision making, problem solving, data comparison and analysis, coordination, and synthesis of information.
Potential exposure to chemicals, heights, loud noises, mechanical equipment, and wet environments.

Safety Statement

Safety is the top priority at Trilliant and Horseshoe. All employees are expected to follow safety practices, proactively stop unsafe acts, and promptly report unsafe conditions.

Disclosures

The statements describe the general nature of work; duties may vary and additional tasks may be assigned as needed.
Responsible for adhering to food safety and regulatory policies, executing SOPs, and reporting concerns to Production or Quality Management.
Trilliant Food & Nutrition and Horseshoe Beverage Company are Drug Free Workplaces; all applicants undergo a drug screen and background check.
Participation in E-Verify is required.
EEO/AA including veterans and individuals with disabilities.
Reasonable accommodation requests for any part of the employment process should be directed to HR.
Equal Opportunity Employers.
OECD and UN human rights guidance informs our practices.

About Us

Trilliant Food & Nutrition is a leading, vertically integrated manufacturer of premium coffees and powdered beverages, headquartered in Little Chute, Wisconsin. The company delivers branded and private-label solutions across retail, foodservice, and e-commerce channels. Horseshoe Beverage Company, based in Neenah, Wisconsin, is a premier ready-to-drink beverage manufacturer known for innovation and a vertically integrated supply chain. Our portfolio features Victor Allen’s, Dutch Bros beverages, and Nurri, a better-for-you protein beverage line. We are passionate about beverages and building a team that shares that energy.

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Chief Deputy Finance Director

White Pine County Ely, NV

9d ago

$75k - $92k/yr Full time Finance Director Accounting Accounts Payable

Finance Director Accounting Accounts Payable

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Job Description

White Pine County offers a senior financial leadership opportunity onsite in Ely, Nevada, with a competitive annual salary of USD 75,438 to 92,165. The Chief Deputy Finance Director leads accounting operations, audits, budget resolutions, staff supervision, chart of accounts oversight, and grant monitoring. This role involves reviewing Treasurer receipts, coordinating internal audits, ensuring the security of financial software, and preparing for the annual financial audit. It’s a chance to shape the county’s financial reporting and grant compliance while developing and guiding a Finance Office team.

In this position you will collaborate with the Finance Director to oversee a comprehensive set of financial processes, maintain control over expenditures and revenue streams, and ensure accurate, timely financial reporting across funds. The role emphasizes hands-on accounting leadership, staff development, and rigorous adherence to statutes and standards that govern local government finance.

What this role offers

Onsite in Ely, NV with a salary range of USD 75,438 to 92,165 per year. A leadership role dedicated to accounting operations, audits, grant monitoring, and budget resolutions, with responsibility for guiding Finance Office staff and maintaining chart of accounts. The position supports security-conscious financial software use, coordination of internal and external audits, and preparation of the county’s annual financial statements.

Responsibilities

Performs routine to complex accounting work related to the preparation and maintenance of financial records.
Performs the audit of financial transactions.
Production of reports and statements.
Approves purchase orders.
Oversees accounts payable check runs and payroll.
Prepares budget resolutions.
Trains and supervises Finance Office staff on the preparation and maintenance of control and subsidiary accounting records.
Ensures staff prepare accurate and timely payments related to agency accounts, liability accounts and employee benefit related accounts and prepares trial balances and financial reports monthly to ensure accuracy.
Compiles and prepares journal entries and periodic reconciliations of general ledger, journal, subsidiary accounts and bank statements; makes correcting entries as required; compiles and prepares financial reports and supporting schedules and documentation.
Maintains expenditure and budgetary control accounts; may compile departmental operational and/or capital improvement figures and review and authorize expenditures; prepares cash transfers among funds.
Prepares budget resolutions including the requirements of Nevada Revised Statutes as they relate to correct information contained in the budget resolutions, complete submission of paperwork and reports required for approved budget resolutions to the Nevada Department of Taxation and proper notice to the public.
In consultation with the Finance Director, oversees and maintains the chart of accounts including the addition and deletion of accounts, merging or reassignment of elements, assignment of object/project codes and the reclassification of funds, departments and accounts as necessary.
Maintains financial records for various funding sources, including grants and capital improvement projects; prepares reports for such funding agencies. Has specific responsibility for financial reporting and compliance of all grants requested by the 7th Judicial District Courts as well as for reviewing on a monthly basis the work of any department head that receives and/or administers a capital grant in the amount for $50,000 or more to ensure compliance with federal, state and local law.
Reviews all Treasurer’s receipts to ensure accuracy of fiscal year and accounts codes. Reports to the Finance Director any issues that may arise.
Responsible to schedule internal audits as required by County Ordinance as well as assisting the Finance Director with auditing, writing of the final reports and departmental remediation as required.
Maintains automated financial control and reporting systems; instructs others in the use of such systems. Is responsible for security setup of all new users, deletion/inactivation of terminated employees and adjustments to security setups as required for employee transfers within the County.
Responsible for assistance with preparation of the County’s Annual Financial Statements including preparing schedules related to revenues, expenditures, assets, liabilities, grants and other reports as may be required. Reviews final drafts for accuracy of numbers and proposed adjustments from auditor.
Assists Finance Director in supervision, direction, training, hiring and evaluation of Finance Office staff.
Maintains accurate records and files.
Uses standard office equipment, including a computer, in the course of the work; may operate a County or personal vehicle to visit various work sites and attend off-site meetings and trainings.

Requirements

Bachelor’s degree in Accounting, Finance or related field.
Principles and practices of general and fund accounting.
Federal, State and Local laws, statutes and ordinances.
Codes and regulations related to the work.
Computer applications including security requirements related to work.
Financial record keeping and accounting practices and techniques.
Standard office practices and procedures, including filing and the operation of standard office equipment.
Correct business English, including spelling, grammar and punctuation.
Techniques for dealing with a variety of individuals, in person and over the telephone.
Supervision and training techniques; and
Basic practices of reviewing financial documents for completeness and accuracy.
Ability to travel to attend meetings and hearings outside of the Ely area.
Experience in a full-time professional accounting role.

Distinguishing characteristics

The Chief Deputy Finance Director must be experienced and fully competent to perform the full range of professional duties and have a background in supervision and training. The role requires thorough knowledge of governmental accounting procedures, Nevada Revised Statutes as applied to Local Government Finance, Generally Accepted Accounting Principles, OMB Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, and the ability to exercise sound judgment in financial management.

Special requirements

Ability to travel to attend meetings and hearings outside of the Ely area.

Physical requirements

Mobility to work in a typical office setting and use standard office equipment, vision to read printed material and a computer screen, and hearing and speech to communicate in person or over the telephone. Ability to lift up to 25 lbs is required occasionally. In compliance with applicable disabilities laws, reasonable accommodations may be provided for qualified individuals with a disability who require and request such accommodations.

Working conditions

Normal indoor office environment with occasional interruptions from calls and unplanned events. May require evening, night, weekend and holiday shifts. The work area is generally quiet.

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Real Estate Corporate Banking Associate

Regions Charlotte, NC

13d ago

$94k - $125k/yr Full time Associate Banking Business Development

Associate Banking Business Development

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Job Description

Regions is seeking a Real Estate Corporate Banking Associate in Charlotte to help design, originate, structure, and execute loan commitments, loan syndications, and capital markets products for existing and prospective REIT and Fund clients. The role combines analytical rigor with proactive relationship management, supporting cross-functional credit and underwriting teams to deliver fast, reliable banking solutions tailored to client goals.

Responsibilities

Understands client needs and identifies Regions’ products or actionable ideas to help clients achieve their goals
Develops and maintains detailed financial models to value REIT/Fund companies and project financial results
Collects, reviews, and documents receipt of financial statements, covenant compliance, and other deliverables while keeping credit files current
Supports senior bankers in relationship responsibilities, engaging with current and prospective clients and analyzing profitability to drive growth
Maintains proprietary databases by monitoring news, transactions, and financial information for clients and prospects
Assists in preparing pitches, proposals, client materials, and supporting analyses with limited supervision
Prepares financial analyses for renewal and credit servicing, elevating findings to the Credit Products Specialist for risk review
Coordinates between coverage teams and Credit Products partners to deliver the whole-bank approach with speed and certainty
Supports coverage and credit products in client prospecting, underwriting, closing, and portfolio management
Performs closing functions including review of loan documents, commitment letters, closing memos, and coordination with fulfillment
Monitors ongoing performance through benchmark testing, electronic file maintenance, and metric reviews
Validates risk ratings and identifies changes with oversight from the Credit Products Specialist and risk partners
Participates in recruiting, developing, training, and overseeing junior resources

Requirements

Bachelor’s degree in accounting, finance or related field
Minimum three (3) years of relevant work experience
Formal credit training

Technologies

Microsoft Excel
PowerPoint
Word

Benefits

Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program

Preferences

Master’s in Business Administration (MBA)

Skills and Competencies

Advanced Microsoft Excel, PowerPoint, and Word skills
Energetic and creative self-starter with ability to manage significant and multiple responsibilities
Effective prioritization and completion of work from coverage and credit products lines
Strong personal accountability with a results orientation within a collaborative team
Excellent written and verbal communication skills
Attention to detail and ability to multi-task under pressure
Ability to thrive in a fast-paced, team-oriented environment

Compensation

Position type: Full time

Compensation range: Minimum $94,012.38 USD; Median $125,307.00 USD

Incentive Plan

This role is eligible to participate in a discretionary incentive plan. Employees may receive a discretionary award based on performance against defined metrics and goals.

Location

Charlotte, North Carolina (onsite) – specifically Charlotte Uptown.

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Senior Credit Advisor

HSBC Global Services Limited Beverly Hills, CA

17d ago

Full time Senior Advisor Client Relations

Senior Advisor Client Relations

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Job Description

Join HSBC Global Services Limited in Beverly Hills as a Senior Credit Advisor. This onsite role emphasizes partnering with Private Banking relationship managers and business heads to identify, structure, negotiate, and underwrite new credit opportunities while actively managing risk and portfolio considerations. The position offers a robust benefits package, strong professional development, and a welcoming, inclusive culture.

Benefits

Tailored professional development opportunities
Robust Wellness Hub
Competitive pay and benefits package
Welcoming and inclusive work environment
Industry-leading volunteerism policy
Generous matching gift program
Comprehensive program of immersive Sustainability and Climate Change Initiatives
Employee Resource Groups

Responsibilities

Identify, structure, negotiate, and underwrite new credit opportunities
Build trust with clients, learning new concepts and researching information in real time to provide creative solutions
Handle risk and portfolio management with credit products

Requirements

Experience in underwriting from start to finish credit memos for the following credit products: Lending secured by marketable securities, single stock, unsecured, Commercial Real Estate, residential mortgages, Hedge Funds, Private Equity Capital Call (PECC/Subscription facilities), art, financial sponsors, unlisted shares (privately held stock), Life Insurance Premium Finance (LIPF), music rights lending, CAT B Foreign Exchange (FX) and derivatives lending, aircraft and yacht lending
Create Credit memo that discusses: transaction summary, structure of loan, covenants, collateral, financials spreads, risk and mitigants, strength and weakness, documentation, recommendation
Client facing experience and dealing with Private Bank High Net Worth Clients
Familiar with credit analysis
Relationship building
Microsoft Office

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Associate Portfolio Manager- Subscription Finance & Services

Citizens Boston, MA

18d ago

$91k - $110k/yr Full time Manager Associate Cash Flow

Manager Associate Cash Flow

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Job Description

Associate Portfolio Manager on Citizens Bank's Subscription Finance & Services team in Boston, MA, overseeing subscription credit facilities for sponsors with AUM over $1B, with a focus on portfolio oversight, credit monitoring, analytics, and risk management.

Responsibilities

Provide day-to-day support to senior Portfolio Managers and collaborate with junior analysts across the team.
Assist underwriting for new transactions, upsizes, and facility modifications.
Perform analytical reviews of fund performance, fundraising cycles, strategy, and LP base composition.
Monitor borrowing bases, capital call activity, collateral eligibility, covenant compliance, and exposure across the portfolio of subscription facilities.
Aid in coordinating periodic credit reviews, renewals, amendments, and waivers under guidance from senior team members.
Track LP credit quality, commitment changes, side-letter provisions, and concentration metrics.
Draft initial credit memoranda and risk-rating rationales.
Ensure accurate data management, timely reporting, and proper document tracking.
Manage documentation flow, data room content, and internal compliance requirements.
Coordinate with internal partners (Credit, Risk, Treasury, Capital Markets, Operations) to support ongoing facility administration.

Requirements

Bachelor’s degree is required.
1 to 3 years of experience in finance, banking, accounting, private equity/private capital, consulting, or related analytical roles.
Self-starter and collaborative team player with the ability to think strategically and thrive in a fast-paced, entrepreneurial environment.
Proven ability to follow up independently and drive projects as the project manager on assignments.
Internship or experience in corporate banking, underwriting, fund finance, private equity, credit, or leveraged finance is highly preferred but not required.

Benefits

Health, dental, and vision insurance
Retirement benefits
Maternity and paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off

Hours and Work Schedule

Hours per week: 40+
Work schedule: Monday through Friday

Pay Transparency

Salary range is $91,000 to $110,000 per year, with eligibility for an annual discretionary bonus.
Actual pay depends on location, skills, and experience.

Equal Employment Opportunity

Citizens and its affiliated entities provide equal employment and advancement opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship, disability (physical or mental), perceived disability, ethnicity, gender, gender identity or expression, genetic information, marital or domestic partner status, victim of domestic violence, family status or parenthood, and other protected characteristics as required by law.

Why Work for Us

Citizens emphasizes a customer-centric culture and community involvement, offering a supportive, collaborative environment and access to training and tools designed to accelerate career growth.

Background Check

Any offer is contingent on a successful background check, which may include credit, motor vehicle records, public records, prior employment verification, and criminal checks. Results are reviewed in line with regulatory requirements and the job context, with further information provided with the offer.

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Vice President, Debt Capital Markets

Buckingham Companies Indianapolis, IN

19d ago

Full time Banking Capital Cash Flow

Banking Capital Cash Flow

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Job Description

Buckingham Companies, based in Indianapolis, Indiana, seeks a Vice President of Debt Capital Markets to lead the sourcing, structuring, and management of debt capital in support of acquisitions, development, and refinancing. The role emphasizes building and managing lender relationships, guiding portfolio-level debt strategy and execution, and advising executive leadership and the Investment Committee. This onsite position demands a deep understanding of real estate debt markets and a track record of closing complex financing transactions.

Responsibilities

Oversee portfolio‑level leverage strategy and ensure alignment with corporate investment objectives
Strategically manage allocations to fixed and variable interest rate commitments, debt maturities ladder, and cost of borrowing, including collaboration with and reporting to the CEO and Investment Committee
Optimize overall cost of capital while maintaining prudent risk management standards
Monitor and report portfolio exposure to interest rate risk, recourse obligations, and covenant compliance
Act as a trusted advisor by delivering strategic market insights and customized financing solutions
Proactively manage upcoming debt maturities, renewals, extensions, loan covenants, and related items
Lead monthly capital markets meetings to review pipeline financing, transaction status, issues, and upcoming maturities
Maintain ongoing market intelligence on spreads, lender appetite, construction lending trends, and refinancing conditions; provide periodic market updates to leadership
Lead sourcing, structuring, and negotiation of acquisition, development, bridge, and permanent financing across a diverse lender base
Develop and manage multiple lender relationships, continually monitoring debt markets and terms
Lead the capital solicitation process, including lender outreach, term sheet negotiation, and preparation of financing recommendations
Negotiate term sheets, loan documents, covenants, guarantees, reserves, and closing deliverables in partnership with internal legal counsel
Evaluate and recommend corporate‑level credit facilities, warehouse lines, or structured financing alternatives as appropriate
Prepare and present financing recommendations to executive leadership and the Investment Committee
Lead internal and external presentations and transaction marketing efforts
Lead cross‑functional teams across Investments, Development, and Asset Management to execute financing strategies
Develop and improve internal financing processes, templates, and reporting tools to ensure consistency, transparency, and scalability, including the company’s debt management software
Oversee lender compliance reporting requirements, including quarterly/annual financial reporting, covenant forecasting and testing, and lender communications
Create and manage internal and external reporting as required
Other duties as assigned by supervisor

Requirements

Bachelor’s degree in finance, real estate, or a related field required
MBA preferred
7+ years of progressive experience in real estate capital markets, structured finance, investment management, or related roles, with multifamily experience preferred
Deep expertise in real estate debt markets and loan structuring
Demonstrated experience leading and closing complex acquisition, development, and refinancing transactions
Experience with agency lending, construction lending, bridge financing, and structured capital solutions preferred
Strong negotiation skills and ability to manage complex, multi‑party transactions
Executive presence with the ability to communicate effectively at the Investment Committee level
Advanced financial modeling and underwriting skills
Strong lender network across banks, agencies, life companies, debt funds, and CMBS lenders
Strategic thinker with strong judgment and transaction execution skills
Collaborative leadership style with strong cross‑functional influence
High integrity, accountability, and ability to thrive in a fast‑paced environment
Strong analytical skills
Ability to multitask, prioritize, and meet changing deadlines
High degree of accountability and ownership
Big picture and strategic thinking skills
High degree of professionalism
Results oriented and solution focused
Excellent judgment and decision‑making skills
Ability to communicate transparently and share information effectively across all departments
Ability to multi‑task, prioritize, and meet changing deadlines

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Senior Accountant/Financial Analyst | Benefits, Growth, 100% Employee Owned

Recology Santa Rosa, CA Hybrid

20d ago

$95k - $115k/yr Full time Senior 100% Accountant

Senior 100% Accountant

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Job Description

Recology is seeking a Senior Accountant/Financial Analyst to track financial performance, forecast results, and advise senior management on tactical and strategic decisions that sustain financial health and profitability. This hybrid role, based in Santa Rosa, CA, requires in-office work three days per week and carries a salary range of USD 95,000 - 115,000 per year.

Responsibilities

Presents financial information to municipal customers, addresses questions, and assists with negotiations on behalf of the Company.
Recommends and presents financial information to senior management that drives business decision-making.
Prepares, analyzes financial information, and makes recommendations to senior management to determine present and future financial performance.
Creates financial models.
Submits monthly and quarterly reports to governmental agencies and oversees correspondence from agencies to ensure compliance.
Performs ad hoc reports and analyses as requested.
Researches and prepares reports on subjects such as rate of return, depreciation, working capital requirements, investment opportunities, investment performance, and impact of governmental requirements.
Prepares, analyzes, and drafts various daily, weekly, and monthly operating reports including route analysis, commodity shipping activity, processing lines operation statistics, and recovery effectiveness.
Establishes and manages databases of pertinent information for use in analyzing future plans and forecasts, such as tonnage model for the Rate Application process.
Makes recommendations to management regarding cost saving or profit generating opportunities and profitability improvement strategies.
Other duties as assigned.

Requirements

Five years of relevant experience.
Strong analytical math skills and experience performing financial analyses.
Awareness of current developments and trends in areas of expertise, including strong analytical math skills and financial analyses.
Technical and professional principles, practices, laws, applications, and programs in finance.
MS Office with intermediate to advanced Excel.
ERP experience, ideally JD Edwards.
High School or GED required.
Bachelor’s Degree preferred.
CFA or CPA preferred.

Technologies

MS Office (Excel)
JD Edwards

Benefits

Paid time off and paid holidays.
Health and wellness benefits including medical, dental, and vision.
Retirement plans including Employee Stock Ownership Plan and 401(k) with match.
Annual wellness incentives.
Employee Assistance Program (EAP).
Educational assistance.
Commuting benefits.
Employee referral program.

RECOLOGY OFFERS

An ecologically innovative company that finds and mentors people committed to protecting the environment and sustaining our communities.
The largest employee-owned resource recovery company in the industry with terrific benefits to help you prosper.
A creative and caring culture that values community, diversity, altruism, accountability, collaboration, and learning by doing.
An inspired company mission driven to use and return resources to their best and highest use through the practice of the 4R’s: Reduce, Re-use, Recycle, and Recologize.
Distinct professional challenges to connect with, care for, and grow community that sees a world without waste.