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CRO Finance Jobs

630 jobs found

Wealth Manager

FirstRand George, IA

1mo ago

Full time Manager Assets Under Management CFP

Manager Assets Under Management CFP

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Job Description

Overview

Based in George, IA, the Wealth Manager will serve as a full-spectrum financial advisor for high-net-worth clients, providing expert guidance across savings, investments, estate planning, and fiduciary services. The role prioritizes investment advisory and portfolio management, including both local and offshore holdings. You will deliver comprehensive financial planning and investment guidance to high-income clients, and develop proposals covering investment planning, estate planning, cash management, and risk management. You will also manage and grow a client portfolio with assets under management of R300 million or more.

Key responsibilities

Deliver comprehensive financial planning and investment guidance to high-net-worth clients, formulating proposals in investment planning, estate planning, cash management, and risk needs.
Manage and grow a client portfolio with assets under management of R300 million or more.
Conduct regular reviews of client financial plans, adapting to life changes, market trends, and economic shifts.
Monitor financial market trends to ensure client plans remain responsive and relevant.
Evaluate available investment opportunities to determine alignment with client financial plans.
Analyze client financial information to develop financial plans or proposals using appropriate tools.
Support business decisions by providing accurate and reliable business intelligence, including trend and data analysis.
Collect and organize information to review work progress, contributing to reporting, decision-making, and identifying improvement opportunities.
Provide regular reports on service delivery against agreed service level agreements and overall customer targets.
Ensure compliance with relevant statutory, legislative, policy, and governance requirements.
Maintain expert knowledge of legislative amendments, industry best practices, and FNB’s internal compliance procedures, ensuring compliance is embedded in systems and procedures per standards.
Implement and contribute to the development of governance and compliance processes, identifying and mitigating risks.
Safeguard the optimal usage and protection of business assets.
Achieve gross production and sales targets as indicated in scorecards.
Identify opportunities to advise on FirstRand approved investment and risk products.
Maintain expert knowledge of FirstRand approved products, including application procedures, processing, and timelines.
Ensure high-quality, consistent advice aligned with FNB’s investment philosophy and product matrix.
Act as an ambassador for FNB, upholding internal values and ethical standards.
Contribute to maintaining a competitive edge through external networking, benchmarking, and representation in relevant forums.
Develop networks and build alliances to strengthen internal support bases.
Engage in cross-functional activities and collaborate across boundaries with diverse stakeholders.
Maintain and build relationships for expectation management, knowledge sharing, and integration.
Inform and educate clients on products and services to retain existing clients, increase revenue, and grow the customer base.
Liaise with clients via approved communication channels in a positive and helpful manner.
Support the resolution of client queries to ensure satisfaction and retention.

Application details and equality information

Job details require timely submission ahead of the closing date: 11/03/26. All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose to other parties.

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Banking Relationship Specialist (Senior Relationship Banker)

Bank OZK Sarasota, FL

1mo ago

Full time Senior Banker Banking

Senior Banker Banking

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Job Description

Location: Sarasota, FL 34236

Why Bank OZK

Bank OZK combines a banking heritage of over 120 years with modern financial services, earning national recognition as an industry leader. We blend superior service with innovative technology to deliver smart solutions for clients nationwide. Our work supports small businesses, fuels local economies, and shapes growth in major cities. We’re dedicated to building rewarding careers and offering a comprehensive benefits package to support teammates’ physical, mental, and financial wellbeing, including generous paid time off, 401(k) matching, health, dental, vision and pet insurance, plus special perks and discounts.

Job Purpose & Scope

Provide sales leadership and coaching to team members, leveraging knowledge of banking products and services to establish professional relationships with customers and prospects. Engage in meaningful conversations about their financial needs and goals, foster a positive and helpful team environment, and deliver outstanding customer service at all times.

Essential Job Functions

Build professional relationships with customers, using assessment tools to uncover needs, discuss suitable recommendations, and submit referrals to banking center teams or business partners.
Utilize assessment tools to maintain detailed notes on customer conversations and interactions.
Open and service deposit accounts, including complex business accounts.
Originate a consumer loan portfolio.
Engage in outbound business development and community involvement activities.
Participate in morning huddles, calling efforts, business development, and coaching conversations with leadership.
Process account transactions accurately and efficiently to minimize errors and reduce fraud.
Demonstrate empathy and resolve client concerns promptly and professionally, escalating issues as needed.
Serve as a role model for banking center team members and coach relationship-building activities.
Collaborate with line of business partners to foster teamwork, exceptional service, and continuous learning.
Provide backup and assistance to other retail banking roles and locations as necessary.
Model and champion the Bank’s standards for exceptional customer service.
Support the bank’s values and mission with integrity and professionalism.
Promote teamwork, lead by example, and take initiative to assist others.
Complete all essential training in a timely manner.
Display enthusiasm for continuous learning and apply constructive feedback from more experienced team members.
Maintain consistently good punctuality and attendance.
Adhere to all Bank policies, procedures, and guidelines.

Knowledge, Skills & Abilities

Knowledge of bank products and services, including online banking, mobile banking applications, and banking cards.
Knowledge of bank policies and procedures.
Ability to provide excellent customer service with a friendly, approachable, enthusiastic, and professional demeanor.
Confidence to act as a trusted advisor.
Effective verbal and written communication abilities.
Demonstrates a team-oriented approach and thrives in a dynamic environment.
Critical thinking skills with accurate and efficient productivity and attention to detail.
Ability to work without close supervision.
Ability to maintain confidentiality.
Ability to follow policy and procedure including safety and security procedures.
Ability to travel to other work locations for training or staffing needs, as required.
Proficiency with computer and Microsoft Office applications necessary to perform essential job functions.

Basic Qualifications

High school diploma or equivalent required; bachelor’s degree preferred.
1+ year of retail customer service and/or sales experience required.
Knowledge of business and consumer products required.
Knowledge of and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred.
Proven ability to achieve sales goals and financial targets preferred.
Experience in a leadership and/or coaching role strongly preferred.
NMLS, or successful completion of the NMLS process within 30 days of hire, required.

Job Expectations

Operate standard equipment and technology used in a business environment, with or without accommodations.

Note: This description is not an exhaustive list of all job functions, duties, skills, and standards required. Other duties may be added. Management reserves the right to modify requirements at any time.

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Financial Analyst I - Finance

Christus Health Irving, TX

1mo ago

Full time Analyst Budgeting Financial Analysis

Analyst Budgeting Financial Analysis

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Job Description

Position Overview

The role supports regional financial management by utilizing CHRISTUS standard systems to generate routine and ad hoc reports that inform management decisions across the region.

Responsibilities

Produce routine daily, weekly, bi weekly, and monthly reports to provide managers with insights into service line utilization, costs, profitability, and volume-related business statistics.
Assist with budget preparation and analysis, regional initiatives, and the production of financial statements and monthly reports, along with other activities tied to financial reporting and analysis.
Support the development and deployment of budgetary and financial/operational information systems within CHRISTUS.
Link data from reporting systems to the CHRISTUS Health Information System for Financial and Clinical operations.

Qualifications

Bachelor's Degree preferred.

Work Details

Location: Irving, TX 75039
Work Schedule: 5 Days - 8 Hours
Work Type: Full Time

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Manager, Finance (Lab)

Ignitech Solutions LLC DeLand, FL

1mo ago

$84k - $129k/yr Full time Manager MBA Accounting

Manager MBA Accounting

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Job Description

Ignitech Solutions LLC is seeking a capable Manager, Finance (Lab) to oversee financial operations in a laboratory setting. This in person, full-time role is based in DeLand, FL 32721, with a salary range of $84,000.00 to $129,000.00 per year.

Job Details

Location: DeLand, FL 32721 (In person)
Job Type: Full-time
Pay: $84,000.00 - $129,000.00 per year

Responsibilities

Lead the month end close process and ensure journal entries are accurate
Review business transactions to confirm GAAP compliance
Prepare presentation ready decks for senior leadership
Gather data, present findings, and explain variances in financial statements
Analyze and evaluate performance to recommend improvements in operations
Respond to requests for ad hoc financial and operational analysis
Develop a deep understanding of user or customer needs and marshal resources to build solutions
Lead and support complex, cross functional process improvement initiatives
Ensure high quality analytical output
Perform other duties and responsibilities as assigned

Minimum Qualifications

Bachelor’s degree in accounting or finance (MAcc or CPA preferred)
Minimum of 2 years of management experience
Strong knowledge of GAAP, SOX, and adherence to financial reporting policies
Solid accounting experience including review of month end close processes
Experience and proficiency with financial systems
Strong business process and data analysis skills
Proficiency in report writing software (Tableau)
Intermediate SQL query writing skills
Understanding of relational database concepts
Advanced computer skills in MS Word, Excel, PowerPoint, and Outlook
FP&A experience preferred

Required Skills

Financial systems and reporting expertise
Complex financial modeling including profitability, pricing, and operations
Report writing software such as COGNOS or Crystal Reports
SQL query writing at an intermediate level
Relational database concepts
Advanced MS Office proficiency (Word, Excel, PowerPoint, Outlook)
Strong business process and data analysis
Team management and delegation capabilities
Presentation development for senior leadership

Preferred or Nice to Have Skills

MBA, CPA, or MAcc certification
Six Sigma experience and training

Experience and Education Context

Years of Experience: Minimum 2 years of management experience
Industry Experience: Healthcare and laboratory services experience is beneficial given the DaVita Labs context
Education Requirements: Bachelor’s Degree in Accounting or Finance required

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Commercial Loan Credit Analyst

Austin Telco Federal Credit Union Austin, TX

1mo ago

$50k - $65k/yr Full time Analyst Commercial Commercial Credit

Analyst Commercial Commercial Credit

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Job Description

Position Details

Location: 11149 Research Blvd, Austin, TX 78759

Employment Type: Full-Time

Schedule: Monday to Friday, option a) 7:30 AM to 4:00 PM or option b) 8:00 AM to 4:30 PM

FLSA Status: Non-Exempt

About the Role

Austin Telco Federal Credit Union is seeking a detail-oriented Commercial Loan Credit Analyst I who thrives in an analytical, accuracy-focused environment. If you enjoy working with financial data, supporting commercial lending, and maintaining high-quality credit administration, this position provides a solid path to grow your career in business lending and financial analysis.

What You’ll Do

Financial Analysis & Credit Support: Analyze and spread financial statements, tax returns, and supporting documents for new and existing business loan relationships. Conduct annual reviews and ongoing financial analysis to assess borrower performance and credit risk. Identify and escalate credit concerns or material changes in borrower financial condition.
Loan Monitoring & Compliance: Monitor loan covenants, collateral, insurance, and reporting requirements. Follow up with members, lenders, and external partners to obtain required documentation. Maintain accurate and compliant commercial loan files.
Documentation & Reporting: Review commercial loan documents for accuracy and completeness. Prepare monitoring and management reports related to portfolio performance and compliance. Utilize loan and credit administration systems to support documentation, tracking, and reporting workflows.
Member & Internal Support: Communicate effectively with lenders, members, and internal teams to resolve documentation or reporting needs. Support cross-selling efforts by identifying appropriate credit union products and services. Perform other duties as assigned to support department objectives.

What You Bring

Bachelor’s degree in Accounting, Finance, or related field, or equivalent experience
1–2 years of experience in financial analysis, accounting, or loan support
Ability to analyze financial information and assess credit risk
Strong attention to detail, organization, and follow-through
Effective communication skills across teams and with members
Proficiency with Microsoft Excel and Office applications

Preferred Experience

Prior credit union or financial institution experience
Experience with Symitar/Episys, Sageworks, or similar credit administration systems

Why You’ll Love Working Here

We are more than a credit union we are a community. At Austin Telco, you will find a supportive culture, opportunities for growth, and a mission-driven team that puts people first.

Comprehensive Benefits: Medical, dental, vision, disability, and life insurance, plus optional coverage for critical illness, legal support, and more
Paid Time Off: Federal holidays, vacation, sick leave, and special paid days for birthdays, work anniversaries, and other milestones
Retirement Plans: 401(k) with company match and a pension plan
Community Engagement: Volunteer opportunities and credit union-sponsored events
A supportive, mission-driven culture that values respect, empathy, service, integrity, and cooperation

Additional Requirements

Good credit standing (verified prior to interview)
Successful background check and drug screening upon offer
Equal Opportunity Employer: We celebrate diversity and are committed to creating an inclusive environment for all employees

Compensation

Salary: $50,000 – $65,000 per year

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Financial Paraplanner

Express Employment Indianapolis, IN

1mo ago

$60k+/yr Full time Client Service Financial Planning Financial Reporting

Client Service Financial Planning Financial Reporting

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Job Description

Overview

Express Employment is assisting a Registered Investment Advisory Firm in Fishers to recruit a Financial Paraplanner who will support the Financial Advisors. The position is based in Indianapolis, Indiana 46256, with a starting salary of 60,000 and up, depending on experience. This is a direct-hire role designed to help deliver high quality financial guidance and ensure clients have a positive office experience.

What you will do

Prepare client meeting packets and deliverables, including agendas, financial statements, performance reports, asset allocations, investment recommendations, estate flow charts, and cash flow projections.
Execute follow-up tasks after meetings, such as writing follow-up letters, submitting trade tasks, coordinating with the financial team, and facilitating account paperwork and service requests.
Assist in preparing Financial Blueprints for new clients, including data input, formula review, and collaboration with advisors on projections.
Support advisors with various research projects, reports, and one-off assignments.
Cross-train and periodically support the Implementation Coordinator with operational procedures, including account maintenance, money movement, and securities trading.
Perform other administrative duties as needed.

Qualifications and Skills

Personable, warm, and trustworthy with excellent communication skills.
Highly organized with strong attention to detail.
Ability to multi-task, be proactive, and work independently.
Professional demeanor, personal integrity, and a collaborative attitude.
Experience in the financial services industry is preferred but not required.
Proficiency in Adobe Acrobat, Microsoft Excel, Word, and Outlook.

Benefits and Perks

Three weeks of paid vacation plus Federal holidays off.
Medical, dental, vision, disability, and life insurance available; the employer covers 80 percent or more of the employee medical premium.
401(k) with a 3 percent employer match after one year of service.
Paid maternity leave of eight weeks.
Wellness program.
Work week ends at 2:00 pm on Fridays.
Occasional office happy hours and other events.
Enjoy a fun, professional yet casual atmosphere with a family culture.

Location and Office Details

Office location: Fishers (Indianapolis North) 7259 Fishers Landing Drive, Fishers, IN 46038. The role is based in Indianapolis, IN 46256.

Application Notes

We look forward to working with you.

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Global Finance and Business Management - Corporate & Investment Bank - Fixed Income Financing Associate

JPMorganChase Brooklyn, NY

1mo ago

$101k - $145k/yr Full time Associate Balance Sheet Banking

Associate Balance Sheet Banking

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Job Description

A corporate and investment bank Finance and Business Management role supporting the Fixed Income Financing trading desk, with a dedicated focus on liquidity and balance sheet management. The position centers on delivering financial analysis to help the desk optimize its liquidity footprint in a fast-paced setting. You will join a truly global team and contribute to the broader Finance organization and the Fixed Income Financing business. As an Associate in Corporate & Investment Bank Finance & Business Management, you will act as a key partner to the business to inform strategic resource decisions. Additional opportunities include collaborating across CIB Treasury, Corporate Treasury, Technology, Operations, and other Finance & Business Management teams to drive significant firmwide and process improvement initiatives.

Location

Brooklyn, NY 11201

Responsibilities

Assist in producing monthly and quarterly Liquidity PnL reports and the drivers behind them, working closely with the CIB Treasury group.
Support the development and implementation of Treasury funding policy for the business.
Deliver detailed financial analysis and reporting to desk heads, senior finance management, and other key stakeholders.
Enhance the existing monthly financial and reporting MIS used across the organization.
Partner with the business to drive robust controls and new initiatives leveraging new technology.
Coordinate across front and back office support functions to resolve control and reporting issues accurately and promptly.
Collaborate with all Lines of Business across Markets on balance sheet and net funding allocations.
Handle a variety of ad hoc requests on a regular basis.

Required qualifications, capabilities, and skills

Minimum 2 years of experience in Product Control, Financial Control, Accounting, or a related area.
Proficient in Microsoft Excel (Pivot Tables, Macros, VBA) and experience with other Finance systems.
Bachelor’s degree in Accounting, Finance, Business, or a related field.
Strong analytical abilities with meticulous attention to detail and a solid control mindset.
Excellent communication skills and the ability to build strong working relationships.
Demonstrated experience with process improvements.

Preferred qualifications, capabilities, and skills

Strong team player who can also work independently when needed.
Ability to multitask and prioritize effectively while pursuing process enhancements.
Solid understanding of financial products such as repos, swaps, futures, and bonds in a trading environment.
Some background in a controller role (product control or financial control) is advantageous.
Experience with Liquidity and/or Balance Sheet activities is desirable.

Additional details

Note that sponsorship is not available for this position.

Compensation and benefits: base salary is determined based on the role, experience, skill set, and location. Eligible employees may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, in recognition of individual achievements and contributions. The organization also offers a comprehensive benefits package, including health care coverage, on-site health and wellness facilities, a retirement plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Additional details about total compensation and benefits will be provided during the hiring process.

About us

JPMorgan Chase is a long-established financial institution delivering innovative solutions to millions of consumers, small businesses, and many of the world’s leading corporate, institutional, and government clients across more than 100 countries. Our history spans over two centuries, and we remain a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

About the team

JPMorgan Chase & Co. operates as an Equal Opportunity Employer, with a diverse workforce valued across the globe. The Commercial and Investment Bank group offers strategic advice, capital formation, risk management, and liquidity provision across markets worldwide.