Information Management

Information Management Finance Jobs

267 jobs found

24d ago

Experienced Finance & Insurance Manger (F &I)

Germain Cadillac of Easton Columbus, OH

Columbus, OH

24d ago

Full time Manager Senior Client Relations

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Job Description

In the role of Experienced Finance & Insurance Manager at Germain Cadillac of Easton in Columbus, OH (onsite), you will oversee the full finance and insurance workflow, ensuring precision, regulatory compliance, and outstanding customer outcomes. This position demands confidence, efficiency, and the ability to thrive in a fast-paced dealership environment.

Responsibilities

Structure and close automotive finance and lease transactions
Present F&I products professionally, ethically, and effectively
Maintain strong lender relationships to secure competitive approvals
Ensure 100% accuracy and compliance with all state, federal, and lender requirements
Deliver clean, fund-able deals with minimal rehash or callbacks
Collaborate with sales and management to ensure seamless deliveries
Safeguard customer information and dealership assets

Requirements

Previous F&I Manager experience required
Proven track record of strong production, compliance, and customer satisfaction
Advanced knowledge of automotive finance, digital menus, and lender programs
Strong communication, closing, and organizational skills
High integrity, professionalism, and attention to detail
Proficiency with dealership management systems (DMS)
Valid driver's license

Technologies

Dealership Management Systems (DMS)

Benefits

Comprehensive health, dental, and vision insurance
401(k) savings plan with employer match
Paid vacation and company holidays
Competitive wage plans
Ongoing professional development and internal promotion opportunities
Company outings and activities
Employee discounts

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25d ago

Vice President, Debt Capital Markets

Buckingham Companies Indianapolis, IN

Indianapolis, IN

25d ago

Full time 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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25d ago

VP, Relationship Manager- PCS

Ocean Bank Miami, FL Hybrid

Miami, FL

25d ago

Full time Manager Banking Business Development

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Job Description

Ocean Bank seeks a VP, Relationship Manager- PCS for a hybrid role based in Miami, FL, within Private Client Services.

Responsibilities

Drive business growth by leading the service delivery model strategy for their respective market.
For new loan opportunities, take applications, gather required documentation and financial information, and collaborate with department management, credit underwriting teams, and credit committees to move deals from application to closing.
Manage and review active loan portfolios to ensure past due loans and technical exceptions stay within Ocean Bank’s loan policy acceptable levels; ensure timely performance of loan annual reviews.
Monitor overdrawn and uncollected accounts and manage past due loan payments.
For deposit relationships, monitor account activity and manage accounts in uncollected or overdraft status.
Ensure customer profile information and documentation remain current, including W-9 and W-8BEN, CIP documentation, core and supporting bank documents, updated financial statements, client profile information, and other support documentation.
Perform due diligence on BSA/KYC write-ups and profiles; conduct customer interviews to profile clients and to comply with BSA, KYC and other bank policies; respond to BSA requests.
Ensure efficiency with customers’ accounts across all bank products.
Continually identify and analyze new products or initiatives that would enhance the service provided to the customer.

Requirements

Bachelor’s Degree in Business Administration, Accounting or Finance.
Five years of banking-related experience in product sales and lending.
Knowledgeable in bank operations, new accounts, relationship management, payment processing, wire transfers, debits/credits, overdraft/uncollected management, past due loan management, and related activities.
Combination of education and experience will be considered.

Technologies

Excel
Word
Outlook

Soft Skills

Advanced understanding and experience with commercial banking or private banking relationships and experience interacting with high-net worth clients.
In-depth knowledge of the Bank Secrecy Act/AML and related regulations.
Experience working in a sales team with high quality service advocacy.
Ability to visit prospective clients within a designated market area to achieve sales objectives.
Knowledge of how to complete and maintain a comprehensive KYC client profile.
Strong understanding of banking laws and applicable compliance regulations.
Established contact or client portfolio is required.
Excellent organizational, interpersonal, time management, written and verbal communication skills (English and Spanish).
Proficiency in MS Office applications.

Preferred Experience

Associate’s degree with a minimum of seven years banking-related experience in product sales and sales servicing to customers in commercial or international/private banking.

Licenses and Certifications

Investment licensing Series 7 preferred.

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25d ago

Controller

Oklahoma City Community Foundation Oklahoma City, OK

Oklahoma City, OK

25d ago

$110k - $125k/yr Full time Accounting Accounts Payable Accounts Receivable

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Job Description

Located in Oklahoma City, the Oklahoma City Community Foundation seeks a Controller to lead the organization’s accounting operations, financial reporting, budgeting, audits, and internal controls. Reporting to the Director of Finance and supervising a team of accountants, this role blends strategic oversight with hands-on financial management to ensure accurate, timely statements in support of the Foundation’s mission.

Location

Oklahoma City, OK (onsite)

Compensation

Salary: USD 110,000 - 125,000 per year

Responsibilities

Lead a team of accountants responsible for the organization’s financial operations, including financial reporting, budgeting, audits, general ledger management, internal controls, and daily accounting functions.
Hire, manage, and evaluate staff; provide coaching in accordance with company policy.
Prepare consolidated statements of financial position, consolidated statements of activity, cash flow statements, and other reports reflecting the foundation’s financial position on a monthly, quarterly, and annual basis.
Prepare financial statements and other reports required by management for all supporting organizations; ensure accuracy and timeliness.
Ensure all financial reports are accurate, timely, and GAAP-compliant.
Analyze financial data and communicate trends, variances, and recommendations to leadership.
Oversee the general ledger, including posting, reconciliations, journal entries, and financial schedules; review and approve journal entries and interfund transactions.
Supervise accounts payable, vouchers, and check processing to ensure timeliness and accuracy; lead quarterly general ledger reconciliations.
Oversee net asset management, ensuring accurate recording of restricted and non-restricted assets; monitor daily cash activity for operational liquidity.
Provide backup for accounting tasks as needed; oversee ACH payments and support liquidity planning.
Assist leadership with the annual operating budget, partnering with program and departmental leaders; lead quarterly departmental budget vs actual reporting and forecasting efforts.
Lead inventory and fixed asset management, including depreciation, PPE schedules, and related documentation and maintenance.
Maintain a strong internal control framework; update accounting policies and procedures; conduct annual reviews and ensure compliance with nonprofit standards, GAAP, and ASC.
Lead the annual financial statement audit process and serve on the audit liaison team; oversee audit schedules and supporting documentation.
Drive improvements in systems, workflows, and automation for accounting and reporting; manage 1099 filings and related documentation.
Oversee accounting policy and procedures; ensure documentation for tax filings and registrations; lead efforts to enhance accounting systems and reporting capabilities.
Supervise, coach, and mentor finance staff; conduct performance evaluations and support professional development; provide training on procedures and internal controls.
Collaborate with the management team to adapt to operational changes and support organizational culture and resilience.

Qualifications

Bachelor’s degree in Accounting, Finance, or a related field; CPA preferred.
7+ years of progressive accounting experience, preferably in a nonprofit environment.
Demonstrated experience in financial reporting, audits, budgeting, general ledger management, and internal controls.
Advanced Excel and financial modeling skills; strong working knowledge of GAAP and nonprofit accounting standards (GAAP, FASB, ASC).
Proficiency with accounting systems (QuickBooks) and Microsoft Excel; ability to analyze financial data and prepare meaningful reports.
Excellent communication and interpersonal skills; capable of leading a finance team and collaborating with programmatic groups.
High integrity, meticulous attention to detail, and a commitment to continuous improvement.
Experience supporting programmatic teams and cross-departmental collaboration.

Technologies

QuickBooks
Microsoft Excel

Benefits

401(k)
401(k) matching
Dental insurance
Disability insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Working Conditions & Physical Demands

Prolonged periods of sitting at a desk.
The ability to lift objects up to 25 lbs.
Extended periods of working with a computer, requiring focus on tasks and navigation of software interfaces.
Fine motor skills, including typing and precise mouse use.
Strong visual acuity for reading information on a computer screen.
Office environment with minimal noise.
Minimal travel in the metro and surrounding area.
This position is a safety-sensitive position based on the frequent operation of a motor vehicle.

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26d ago

Loan Servicing Compliance Specialist (Quality Control)

Windsor Federal Bank Windsor, CT

Windsor, CT

26d ago

Full time Audit Banking Compliance

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Job Description

This on site role in Windsor, CT focuses on quality control across the Bank's loan portfolio. It involves establishing and maintaining QC requirements, validating system reports, and ensuring adherence to Bank policies and procedures, with ongoing monitoring to mitigate monetary and reputational risk.

Responsibilities

Conduct reviews of reports and loan files in line with departmental procedures to meet customer and bank expectations.
Maintain current procedures and coordinate the rollout of new processes to ensure regulatory compliance when needed.
Update and manage quality control logs, note inventory logs, and the PIF log.
Perform QC reviews on all new loan files, including core system checks and documentation.
Execute QC activities on closed and denied or withdrawn loans as defined in policies and procedures.
Review QC departmental reports for maintenance activities, accuracy, and completion.
Follow up on post closing documentation items and escalate delays or quality issues to the management team to ensure timely resolution.
Maintain industry knowledge and stay current with regulatory changes affecting loan origination and operations; update procedures accordingly.
Review daily rates to confirm accuracy within the core system.
Review and mail all system generated notices.
Complete internal file audits to ensure accuracy and retention of originals per regulatory requirements.
Prepare PIC posting sheets daily to ensure correct loan allocations to the appropriate GL.
Support document imaging initiatives.
Balance DDA and GL accounts.
Perform other related duties as required.

Requirements

Post secondary education with one to three years of mortgage loan servicing experience, or an equivalent combination of education and experience.
Knowledge of regulations governing Residential, Consumer, and Commercial lending.
Excellent written and verbal communication skills.
Strong customer service orientation.
Proficiency in operating the Bank’s loan servicing system and Microsoft Word, Excel, and Outlook.
Working knowledge of the Bank’s loan products, loan regulations, and related policies and procedures.
Ability to interact with coworkers and customers in a positive manner.
Clear and concise information sharing to present ideas, facts, and technical information.
Capacity to work under pressure with tight timelines and high volumes.
Flexibility to perform a range of duties within the department following cross training without loss of efficiency.
Ability to receive guidance, follow work rules, meet deadlines, and maintain punctuality and attendance standards.
Skill in systematically identifying task requirements and tracking progress toward completion.
Ability to maintain productive relationships, cooperate, resolve conflicts, and persuade as needed.
Capacity to work independently and as part of a team.
Quick learner with strong attention to detail and problem solving.

Technologies

Bank’s loan servicing system
Microsoft Word
Microsoft Excel
Microsoft Outlook

Benefits

Vacation
Personal days
Paid sick time
Holidays
Participation in a 401(k) plan
Profit sharing

Position Summary

Responsible for quality control review activities across the Bank's loan portfolio. The Loan Servicing Quality Control Specialist supports the creation and maintenance of QC requirements related to loan operations, validates system reports, follows up on missing or inaccurate information, and performs related duties for loans held, serviced, originated, or sold by the Bank. The incumbent monitors and reviews all necessary QC tasks to ensure items are resolved timely and accurately.

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26d ago

HOUSING FINANCE OFFICER (MANAGEMENT SERVICES)

California State Personnel Board Sacramento County, CA Hybrid

Sacramento County, CA

26d ago

$8,630 - $10,747/mo Full time MBA Accounting Bachelor's Degree

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Job Description

The Housing Finance Officer (Management Services) at the California Housing Finance Agency in Sacramento combines portfolio oversight with leadership of a dedicated team within the Multifamily Programs Division. The position supports a hybrid work arrangement and offers a monthly salary ranging from $8,630 to $10,747.

Responsibilities

Under the general direction of the Assistant Deputy Director of Multifamily Programs, the role combines portfolio management with supervision of a team.

Requirements

One year of mortgage operations experience at CalHFA at a level equivalent to Housing Finance Specialist.
Five years of experience in the fiscal administration of real property, including budgeting, hiring, purchasing and accounting for profitability of rental housing projects for a sponsor, developer or owner, which must include at least one year of experience in the fiscal administration of housing.

Benefits

Free access to the building gym.

Job Details

$8,630 - $10,747 per month
Full-time
Monday to Friday
Hybrid work in Sacramento County, CA

Full Job Description

CA Housing Finance Agency
JC-511450
Asset Management Officer
HOUSING FINANCE OFFICER (MANAGEMENT SERVICES)
$8,630.00 - $10,747.00 per Month
New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.
Final Filing Date: 3/31/2026

Working Conditions

Hybrid telework schedules are available. The amount of telework is at CalFHA's discretion and is based on operational needs. In-person attendance will be required weekly.

Department Information

California Housing Finance Agency (CalHFA) is certified as a Great Place To Work since 2021. The Multifamily Programs Division finances and manages CalHFA's portfolio and subsidy programs, with the Asset Management Section handling financial reviews, physical inspections, regulatory compliance, and rental operating subsidies. CalHFA envisions every Californian building a thriving life in a stable home, and its mission is to deliver reliable financing solutions to expand housing opportunities. Established in 1975, CalHFA is a self-supporting state agency that does not rely on taxpayer dollars for operations and utilizes various state and federal resources. The agency promotes diversity, equity, and inclusion across the organization.

Special Requirements

The Employment History section of the STD 678 must be complete with accurate dates, hours per week, total time worked, duties performed, and supervisor names and phone numbers; incomplete submissions will be disqualified.
Resumes or other documents do not substitute the STD 678.
Only the most qualified applicants will be invited to an interview.
Use the provided State Application Checklist and Supplemental Application checklist to complete a strong application.
To be considered, applicants must meet one of the following eligibility routes: BE LIST ELIGIBLE, BE TRANSFER ELIGIBLE, or BE REINSTATEMENT ELIGIBLE.

Application Instructions

Completed applications and all required documents must be received or postmarked by the Final Filing Date; dates shown on QR codes are not postmark dates for timely filing.
Final Filing Date: 3/31/2026

Who May Apply

Individuals currently in the classification, eligible for lateral transfer, reinstatement, list or LEAP eligibility, or who are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility may apply. SROA and Surplus candidates receive priority; others may be considered if no SROA or Surplus applicants apply.

How to Apply

Submit Application Packages electronically via your CalCareer account at www.CalCareers.ca.gov. If submitting a hard copy, include a completed Application Package listing. Hard-copy submissions may be mailed to the address below or delivered in person.

Minimum Qualifications

I. One year of mortgage operations experience at CalHFA at a level equivalent to Housing Finance Specialist.
II. Five years of experience in the fiscal administration of real property, including budgeting, hiring, purchasing and accounting for profitability of rental housing projects for a sponsor, developer or owner, which must include at least one year of experience in the fiscal administration of housing.

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26d ago

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

Recology Santa Rosa, CA Hybrid

Santa Rosa, CA

26d ago

$95k - $115k/yr Full time 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.

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