Regulatory Change

Regulatory Change Finance Jobs

51 jobs found

SVP, Chief Compliance Officer

Merchants Bank of Indiana Carmel, IN

29d ago

Full time Banking Banking Regulations BSA/AML

Banking Banking Regulations BSA/AML

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Job Description

Position Overview

Located in Carmel, Indiana 46032, the SVP, Chief Compliance Officer leads the organization’s compliance function and drives the enterprise-wide program across banking and mortgage operations. The role ensures adherence to federal and state banking laws, mortgage regulations, consumer protection requirements, and internal policies. As a trusted adviser to executive leadership and the Board of Directors, the CCO sets strategic direction, provides regulatory insight, and recommends risk mitigations to protect the company’s reputation and maintain operational integrity. The role emphasizes proactive oversight, timely issue identification and remediation, and consistent compliance with applicable requirements to support clean audits and examinations, minimize consumer harm, and maintain well-controlled products and processes. The CCO cultivates a culture of compliance, guides business leaders with clear instructions, and delivers transparent reporting to management and the Board, safeguarding financial stability and long-term regulatory standing.

Key Responsibilities

Lead the design, execution, and ongoing enhancement of the enterprise compliance management system (CMS) for banking and mortgage lines.
Act as the primary liaison to federal and state regulators, including the FDIC, Indiana Department of Financial Institutions, and the CFPB.
Provide regular reports to the Board of Directors and executive leadership on compliance risk, examination results, emerging issues, and key metrics.

Regulatory Compliance Oversight

Ensure adherence to applicable regulations across Banking (BSA/AML, UDAP/UDAAP, EFTA, FCRA, FDCPA, GLBA, Reg B, Reg E, Reg CC, Reg D) and Mortgage (RESPA, TILA/Reg Z, HMDA, ECOA, SAFE Act, TCPA, Fair Lending, disclosure laws).
Monitor legislative and regulatory changes, assess impact, and lead organization-wide implementation plans.

Compliance Program Development

Oversee policies, procedures, training programs, testing and monitoring activities, complaint management, and issue remediation.
Develop and maintain risk assessment methodologies for banking and mortgage processes.
Partner with business leaders to embed robust compliance controls into products, operations, and customer interactions.

CRA, Fair Lending & Consumer Compliance Strategy

Provide executive oversight of CRA performance, fair lending risk, HMDA and CRA data integrity, and consumer protection compliance.
Draft and update the organization’s CRA Strategic Plan as needed.
Collaborate with business line leaders to set goals under the CRA Strategic Plan and community development initiatives.
Ensure robust fair lending analytics, data reviews, and targeted monitoring activities.
Schedule and track Community Development service and investment activities through the MPACT program.

Regulatory Examinations & Audits

Prepare the organization for regulatory examinations, internal audits, and independent reviews.
Coordinate examination activities, responses, documentation, and remediation efforts.
Ensure timely resolution of findings and sustainable corrective action plans.

Risk Management & Governance

Identify compliance risks and work with senior leaders to implement mitigation strategies.
Chair the Compliance Committee, whose membership includes key executive leaders.

Team Leadership

Lead, mentor, and develop all members of the Compliance team.
Establish performance goals, succession plans, and foster a culture of collaboration and accountability.

Requirements

What we are looking for

Experience
- 12+ years of progressive compliance, risk, regulatory, or legal experience within the banking and/or mortgage industry.
- Deep knowledge of federal and state banking and mortgage regulations.
- Experience interfacing with regulators and managing examinations.
- Prior leadership of a compliance function or large compliance team.
Skills & Competencies
- Strong leadership presence with the ability to influence at all levels.
- Extensive knowledge of regulatory frameworks and consumer protection requirements.
- Strategic thinker with a practical, solution-oriented mindset.
- Excellent communication, presentation, and relationship-building skills.
- High integrity, judgment, and organizational awareness.
Education
- Bachelor’s degree required; advanced degree in Law, Business, Finance, or related field preferred.
- JD or CRCM certification strongly preferred.

About Merchants

Merchants Bancorp is a diversified bank holding company headquartered in Carmel, Indiana. It operates multiple segments, including Multi-family Mortgage Banking which finances and services multi-family housing and healthcare facilities, Mortgage Warehousing offering mortgage warehouse financing, and Banking providing retail and correspondent residential mortgage banking, agricultural lending, and traditional community banking. As of December 31, 2024, the company reported $18.8 billion in assets and $11.9 billion in deposits. Merchants conducts business primarily through its direct and indirect subsidiaries, including Merchants Bank of Indiana, Merchants Capital Corp., Merchants Capital Investments, LLC, Merchants Capital Servicing, LLC, Merchants Asset Management, LLC, and Merchants Mortgage, a division of Merchants Bank of Indiana.

Merchants Bank and Merchants Capital have recently been honored with the 2025 USA Today Top Workplaces recognition, ranking 22nd nationally in the 500-999 employee category. This follows a history of workplace recognition, including being named a Best Place to Work in Indiana for seven consecutive years (2016–2022). For more information read the entire article here.

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Relationship Banker Waco Temple

Wells Fargo Temple, TX

1mo ago

$50k - $73k/yr Full time Banker Banking Branch Operations

Banker Banking Branch Operations

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Job Description

Why Wells Fargo

If you are seeking more than a typical job, this is the place to find it. Wells Fargo stands as a global financial services leader driving innovation, empowering communities, and helping customers succeed. A meaningful career goes beyond a job, bringing together all the elements you need to thrive in one place. The Well Life benefits program supports you in life as well as work, offering robust benefits, competitive compensation, and programs designed to help you balance work and well being. You will be recognized for contributing to your community, valued for being your authentic self, and empowered to grow. Wells Fargo was ranked among the top three on the 2025 LinkedIn Top Companies list of best workplaces to grow your career in the U.S. Join us.

About this role

Wells Fargo is looking for a Relationship Banker (SAFE) within the National Branch Network in the Consumer Banking and Lending division. For more information about career areas and business divisions, visit wellsfargojobs.com. After completing the required licensing and SAFE registration, the Relationship Banker LP (SAFE) will transition to the Relationship Banker (SAFE) role. The profile provided offers a general sense of the role; actual day to day duties vary by branch and by banker based on several factors, including years of experience, the mix of customers served, banking services and options used, and customer needs.

In this role you will:

Develop relationships with customers and take time to understand their needs
Identify opportunities to offer a full range of Wells Fargo retail banking deposits and credit products and services aligned with customer needs
Analyze tactical business challenges related to a full service banking experience for emerging affluent and high value customers and present recommendations
Provide recommendations to resolve inquiries and service requests regarding customer accounts
Open and service accounts within authorized limits and create plans for follow up and scheduled contacts with customers
Share information with internal partners and external sources to further enhance the customer experience
Identify opportunities to leverage partners and connect customers with the appropriate partner or relationship manager to meet their needs
Partner with financial advisors to understand appropriate introductions to address investment or retirement needs
Provide self service digital banking options to customers
This SAFE position involves customer contact and duties that may include offering or negotiating terms and/or taking an application for a dwelling secured transaction. Compliance with the SAFE Mortgage Licensing Act of 2008 and related regulations is required. Ongoing employment depends on meeting all such requirements, including acceptable background investigation results.

Individuals in a SAFE position must meet Loan Originator requirements under Regulation Z as described in the job expectations below.

Licensing and compliance

Role requires licensing and regulatory compliance typical for SAFE positions. Upon offer, timelines for required certifications and registrations will be provided. The SAFЕ designation requires ongoing registration, and the process is initiated by Wells Fargo after the start date. The Nationwide Mortgage Licensing System (NMLS) MU4R questions and registration are part of employment requirements. Individuals in Loan Originator (LO) roles must satisfy Consumer Financial Protection Bureau qualification requirements and conform with Wells Fargo policies. The LO standards include financial responsibility, character, general financial fitness, and criminal background considerations.

Ongoing licensing and SAFE registration will be initiated by Wells Fargo after your start date
NMLS MU4R questions and registration are part of the employment process
FINRA licensing: Current or required within a specified period (Series 6 and Series 63; co-requisite SIE for certain exams after 9/30/2018)
State securities license(s) and insurance license(s), as applicable, with completion timelines communicated at offer acceptance
Loan Originator requirements under Regulation Z, as described in job expectations
Compliance with retail controls, risk management, and loss prevention policies
Background checks and financial fitness standards are part of ongoing employment
FINRA licensing review will be initiated at offer acceptance

A current credit r

Required Qualifications

2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
1+ year of assessing and meeting customers' needs or assisting with issue resolution
1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications

FINRA Series 6 and Series 63 examinations completed (or FINRA recognized equivalents) sufficient for immediate FINRA registration
State insurance license(s)
Customer service focus with experience handling transactions across multiple systems
Proven ability to proactively source, acquire, build, and maintain relationships with customers and colleagues
Strong verbal, written, and interpersonal communication skills
Knowledge of book of business processes to actively manage Wells Fargo customers to meet their needs and grow the business
Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
Ability to make client calls and actively participate in the sales development process
Knowledge of retail compliance controls, risk management, and loss prevention
Ability to follow policies, procedures, and regulations
High motivation to meet team objectives while maintaining individual performance
Experience mentoring and peer coaching
Experience assessing customer needs and recommending products and services to fulfill those needs
Experience using business acumen to provide financial services consultation to small business customers
Knowledge of consumer lending products
Ability to educate and connect customers to technology and highlight the value of mobile banking options
Professional integrity and respectful interaction with customers and colleagues

Job Expectations

Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices and risk management culture
Current registration for FINRA Series 6 and Series 63, or completion within a specified period
For certain FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required
For several states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period; states include AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, WY. Wyoming permits referral-only licensed bankers to receive IAR registration without Series 65/66; this list is subject to change
State insurance license(s) are required and must be completed within a specified period
Licensing requirements and expected completion timelines will be communicated to the candidate upon offer acceptance
Obtaining and maintaining FINRA licenses is required for ongoing employment, with enhanced financial fitness and criminal background standards; FINRA review will begin at offer acceptance

Location

Temple, TX 76502

A current credit r

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Finance Solutions Senior Manager

Citi Tampa, FL Hybrid

1mo ago

$130k - $150k/yr Full time Manager Senior Banking

Manager Senior Banking

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Job Description

Role Overview

Citibank, N.A. is seeking a Finance Solutions Senior Manager for its Tampa, Florida location. The role centers on applying mathematical and statistical methods to practical finance challenges such as derivative valuation, securities trading, risk management, and financial market regulation. You will research and develop analytical tools to support portfolio construction or optimization, performance measurement, attribution, profit and loss assessment, and pricing models. The position involves building core analytical capabilities or model libraries using advanced statistical, quantitative, or econometric techniques, and defining model specifications or data collection methods. You will create independent models or tools to verify the results of analytical systems and collaborate on the development or testing of new analytical software to ensure alignment with user requirements, specifications, or scope.

Key Responsibilities

Apply mathematical and statistical techniques to finance related issues, including derivative valuation, trading activities, risk management, and regulatory considerations.
Research or develop analytical tools for portfolio construction, optimization, performance measurement, attribution, P&L measurement, and pricing models.
Develop core analytical capabilities or model libraries using advanced quantitative methods and econometric techniques.
Define model specifications or data collection methods to support analytics work.
Develop independent models or tools to validate results produced by analytical systems.
Collaborate in the development or testing of new analytical software to ensure it meets user requirements, specifications, and project scope.
Engage with fellow financial engineers or analysts on trading strategies, market dynamics, and system performance to inform quantitative technique development.
Partner with product development teams to research, model, validate, or implement quantitative structured solutions for new or expanded markets.
Help prepare requirements documentation for use by software developers.
Contribute to the design, rollout, and governance of financial solutions across Citi businesses, products, functions, and locations.
Assist in establishing business and information architecture standards for Finance.
Support forums and governance frameworks to establish policies for global Finance processes.
Assist in incorporating changing business, regulatory, and market information into finance processes and applications.
Provide directional strategy through analysis of subject matter and its application to the business context.
Serve as a technical expert to advise on significant business or product decisions.
Implement policies and procedures as required.
Perform other duties as assigned and operate with limited direct supervision.
Exercise independent judgment and autonomy and serve as a subject matter expert for senior stakeholders and team members.
A telecommuting or hybrid work schedule may be permitted within a commutable distance from the worksite, in line with Citi policies and protocols.

Qualifications and Requirements

Education: A bachelor’s degree, or foreign equivalent, in Finance, Accounting, Business Administration, Project Management, or a related field. Experience: six years in the offered position or a related role performing UAT integration testing and providing financial analysis within the financial industry. The six-year requirement must include:

Performing global requirements and user acceptance testing for financial applications through Change Management to enable Finance Transformation.
Developing a requirements and UAT testing team across cultures and regions to ensure performance metrics and customer service quality.
Assessing risks in areas such as systems, data, models, procedures, regulatory requirements, governance, and analytics.
Identifying and addressing gaps in the requirements/UAT process to drive improvements and ensure adherence to policies and milestone timelines.
Establishing standardized KPIs, reporting metrics, and measurements for the global requirements/UAT process to monitor capacity, performance, productivity, and quality in alignment with Risk and Control requirements.
Identifying and implementing process improvements, standardization, or automation ideas to boost productivity and efficiency, shorten processing cycles, and reduce error rates by documenting workflows and creating process narratives.
Designing and implementing solutions to keep a large matrix network of team members informed, including building and maintaining SharePoint Online intranet sites, email newsletters, and communications via Microsoft Teams.

Work Arrangement

40 hours per week. A telecommuting or hybrid schedule may be permitted within a commutable distance from the Tampa worksite, in accordance with Citi policies and protocols.

Application Details

Interested applicants should submit their resumes at https://jobs.citi.com/. Please reference Job ID 26939034.

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Supervisory Control Specialist

Wells Fargo Seattle, WA

1mo ago

$92k - $145k/yr Full time Compliance Controls Controls Testing

Compliance Controls Controls Testing

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Job Description

Role Overview

Wells Fargo is seeking a Supervisory Control Specialist to join the Client Relationship Group within Wealth and Investment Management. Learn more about the career areas and lines of business at www.wellsfargojobs.com.

What you'll do

Participate in and advise on policies, procedures, controls, tools, and training.
Review and assess controls to manage high-risk investment strategies and complex products.
Evaluate resources to monitor risk and exercise independent judgment to guide process changes, improvements, and technology enhancements.
Present recommendations for resolving complex analyses in pursuit of current best practices.
Gather and analyze data, identify trends, and present findings using meaningful statistics.
Develop expertise in firm, compliance, and regulatory policies and procedures.
Collaborate with Financial Advisors, Divisional and more experienced Management, Market Leaders, Growth Leaders, Branch Managers, Supervisory Managers, and various Business Units.

Required Qualifications

2+ years of experience in Supervisory Control, Corporate Insurance Risk, Risk Management Consulting, Property or Casualty Insurance, Insurance Brokerage, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education.
US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7, 9/10, and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.

Desired Qualifications

2+ years of financial services industry experience.
Experience in compliance or broker-dealer governance.
Experience partnering with business, compliance and supervision teams to address concerns, resolve complex issues, and provide solutions.
Ability to exercise independent judgment to identify and resolve problems.
Ability to interact with all levels of employees and management across the organization and Independent Offices.
Excellent verbal, written, and interpersonal communication skills.
Negotiating, conflict-management, and decision-making skills.
Ability to take initiative, work independently, identify opportunities, and implement change.
Ability to manage multiple and competing priorities.

Job Expectations and Compliance

Travel up to 25 percent of the time.
US Only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.
This role requires a FINRA supervisory license and may require working in the assigned office location for at least one year from the hire date. Any supervisory role employee holding a FINRA supervisory license, who has answered affirmatively to certain Form U4 Section 14 regulatory questions/disclosures, will be ineligible to work from a location other than their assigned office location.
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
This position is not eligible for Visa sponsorship.

Location

Job Location: 999 3rd Ave Seattle, WA 98104

Pay

Pay range: Reflected is the base pay range offered for this position. Pay may vary.

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Treasury Management Sales Officer

Liberty Savings Bank FSB Lakewood Ranch, FL

1mo ago

Full time ACH Banking BSA/AML

ACH Banking BSA/AML

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Job Description

Role Overview

The Treasury Management Sales Officer (TMSO) is tasked with generating treasury-related fee income, expanding core deposits, and growing business banking relationships through consultative selling of cash-management and payments solutions. This role also designs, leads, and oversees the Bank’s Business Banking Development Program to ensure bankers are trained, equipped, and coached in treasury management, deposit strategy, and treasury-driven relationship growth. The TMSO collaborates with Business Bankers, Commercial Lenders, Branch Leadership, Deposit Operations, Electronic Banking, and Compliance to deliver high-quality, risk-conscious treasury services. Location: Lakewood Ranch, FL.

Essential Functions

Treasury Management Sales & Business Development

Achieve targeted treasury management fee income, grow core deposits, and drive activation of treasury products.
Perform detailed financial and cash-cycle analyses for client businesses, concentrating on liquidity, working capital, collections acceleration, payables optimization, fraud mitigation, and digital banking modernization.
Present tailored solutions including:
- ACH origination & filters/blocks
- Wire & international services
- Remote Deposit Capture (RDC)
- Lockbox services
- Controlled Disbursement
- Positive Pay & Payee Positive Pay
- Merchant Services & Commercial Card solutions
- Online & mobile treasury platforms
- Automated sweeps, earnings credit rate (ECR) structures, and liquidity management tools
Partner with Sales and Relationship Managers/Commercial Bankers to identify opportunities that strengthen the full relationship (loans, deposits, treasury, card/merchant).
Maintain disciplined pipeline management using the bank’s CRM.

Lead the Bank’s Business Banking Development Program

Design and implement a structured training, onboarding, and certification program that widens bankers’ knowledge of treasury and payments solutions, deposit strategy and cost-of-funds awareness, fraud controls, and digital banking tools, including industry-specific payment needs (healthcare, manufacturing, professional services, municipalities, nonprofits).
Create standardized procedures and processes, including discovery templates, pricing guidance, referral workflows, proposal tools, and handoff procedures to Treasury Implementations.
Conduct training sessions, deal reviews, call coaching, and play-based learning (vertical targeting, product specialization, etc.).
Establish program KPIs linked to banker proficiency, pipeline discipline, revenue contribution, and client activation.

Portfolio Growth, Activation & Retention

Perform proactive reviews to identify dormant services and opportunities to cross-sell or upsell, assess pricing adjustments tied to earnings credit rates or cost analysis, and address relationship or fraud-risk concerns.
Lead annual and quarterly reviews with key clients to reinforce value and boost adoption.
Maintain strong collaboration with Treasury Implementations and Client Support to ensure timely onboarding and high client satisfaction.

Risk, Compliance & Regulatory Alignment (Banking-Focused)

Ensure full compliance with BSA/AML, OFAC, KYC, EDD, UCC Article 4A, ACH/NACHA rules, Reg CC, and Reg E.
Conduct comprehensive treasury risk assessments, including ACH/cash management exposure limits, dual-control requirements, wire authority reviews, and account structure/entitlement settings.
Collaborate with Deposit Ops, eBanking, and Compliance to mitigate fraud risks, review suspicious activity, and establish proper controls for business clients.
Ensure onboarding documentation, agreements, limit approvals, and user entitlements comply with bank policy.

Requirements

Physical Requirements:

Talking—Ability to express or exchange ideas by means of the spoken word.
Hearing—Ability to receive detailed information through oral communication.
Seeing—Ability to view a computer screen for an extended period and/or identify individuals visually.
Standing—Ability to stand on feet for required periods of time.
Walking—Ability to use feet and legs to move from one place to another, specifically in narrow/confined spaces.
Hand/Finger dexterity—Ability to work with hands/fing

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Sports Finance, CRE, & Aircraft, Lending Professional , Analyst

JPMorganChase New York, NY

1mo ago

$80k - $105k/yr Full time Aircraft Aircraft Lending Analyst

Aircraft Aircraft Lending Analyst

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Job Description

Overview

Wealth Management — Private Bank is seeking a Lending Professional, Analyst to partner with clients in aligning credit needs with the bank’s broad suite of solutions. The role emphasizes a long-term, cyclical approach to ensure clients are supported through all market conditions. You will collaborate with a team of professionals to originate and manage a diverse portfolio of credit facilities, acting as the primary owner for portfolio maintenance to guarantee timely client service and proactive risk identification.

Responsibilities

Serve as the primary owner of the existing loan portfolio while handling various sales-management activities.
Lead portfolio review meetings and prioritize workloads for Lending Advisors and Credit partners between ongoing portfolio maintenance and new activity from Lending Advisor.
Work directly with clients, internal Middle Office teams, and required third parties (Family office representatives, notaries, couriers, and borrowers counsel) to drive deal progression and subsequent loan funding, delivering an exceptional client experience.
Prioritize and own risk exceptions (e.g., covenants, payment delinquencies, missing legal documents) to maintain the health and profitability of the regional loan portfolio.
Identify and navigate prerequisites for each lending solution (e.g., facilities backed by securities, private/restricted stock, commercial real estate, life insurance, art, aircraft) during credit risk and legal processes to deliver these solutions to clients.
Monitor loan portfolio health and provide discretionary approval when appropriate to resolve billing inquiries; lead escalations and collaborate with Client Service Groups to address credit-related service inquiries.
Direct the loan document quality-control process with internal and external JPM counsel to ensure final documents reflect the deal structure; coordinate with Credit Risk Management and Lending Specialist as needed.
Support initiatives from Lending Solutions Business Management related to regulatory, industry, and legal changes to evolve the business and ensure compliance.
Collaborate with integrated team members to analyze client financials required for loan requests or to resolve existing portfolio liquidity exceptions.
Coordinate modification and/or renewal of existing credit facilities with the client and credit risk management.
Partner with the Lending Advisor on various research inquiries and reporting tasks.

Required Qualifications, Capabilities, and Skills

Two years of experience in Wealth Management.
Solid understanding of legal documentation and experience coordinating commercial real estate transactions and/or loan closings.
Proactive self-starter with the ability to work with limited supervision and provide leverage for the team.
Ability to navigate bank systems under tight timelines and deadlines.
Good judgment and discretion when handling highly confidential information.
Superior multitasking and organizational skills.
Proven sales and client relationship management capabilities.
Proficiency in Microsoft Office applications, including Excel, PowerPoint, and Adobe PDF.

Benefits and Compensation

J.P. Morgan offers an exceptional benefits program and a highly competitive compensation package.

Location

New York, NY 10017

Learn More

Learn more about J.P. Morgan Private Bank and our capabilities at: https://am.jpmorgan.com/private-bank/public/gl/en/home

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Director of Finance

Vaco by Highspring Boston, MA

1mo ago

$140k - $150k/yr Full time Audit Budgeting & Forecasting CAM Reconciliations

Audit Budgeting & Forecasting CAM Reconciliations

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Job Description

Vaco by Highspring is seeking a highly organized, hands-on Director of Finance to join our client's team. The role oversees enterprise-level real estate accounting, financial reporting, and client deliverables across multiple portfolios.

Responsibilities

Provide strategic leadership for financial reporting, ensuring timely preparation of monthly, quarterly, and annual statements along with related client deliverables.
Ensure accounting and reporting practices conform to contractual terms, regulatory standards, and financing requirements across all portfolios.
Manage accounting for complex real estate transactions, such as acquisitions, dispositions, debt activity, and intricate lease structures.
Collaborate with asset and property leadership on budgets, forecasts, CAM reconciliations, and operating performance metrics.
Lead onboarding and transition processes for acquisitions, dispositions, and developments, including system integrations and banking setups.
Set standards for data integrity, system usage, and consistency of accounting practices across platforms.
Lead, mentor, and develop accounting managers and senior staff; establish performance expectations and foster accountability.
Champion training initiatives, maintain process documentation, and promote the adoption of best practices.
Act as the executive point of contact for audits, tax engagements, and critical client relationships.
Drive ongoing improvements through automation, technology enablement, and cross-functional collaboration.
Collaborate with peer leaders to align strategy, share best practices, and enhance operational scalability.

Qualifications

Proven leadership experience in commercial real estate accounting and financial reporting.
Demonstrated ability to oversee large, complex portfolios and guide teams through periods of change and growth.
Deep knowledge of lease accounting, CAM, real estate tax escalations, and related reporting requirements.
Strong proficiency with real estate accounting systems; Yardi is required, MRI exposure is a plus.
Exceptional executive-level communication skills with experience interacting with clients, auditors, and senior stakeholders.
Strategic vision combined with hands-on operational execution.
Comfortable working in a fast-paced, technology-driven environment with competing priorities.