Yc pipelineaz com ce1ef41da907a643906900670bc1adf8435e9cb70fab0d0426a084fbd0950306

Business, Entrepreneurialism, and Management

Financial Analysts

Conduct quantitative analyses of information affecting investment programs of public or private institutions.

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Business, Entrepreneurialism, and Management Field of Study

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Salary Breakdown

Financial Analysts

Average

$74,840

ANNUAL

$35.98

HOURLY

Entry Level

$56,640

ANNUAL

$27.23

HOURLY

Mid Level

$71,810

ANNUAL

$34.53

HOURLY

Expert Level

$86,980

ANNUAL

$41.82

HOURLY


Current Available

Financial Analysts

445

Current Available Jobs



Program Recommendations

Financial Analysts

Yavapai Community College

Associate of Business

Education

Associate's Degree


Top Expected Tasks

Financial Analysts


Knowledge, Skills & Abilities

Financial Analysts

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Computers and Electronics

KNOWLEDGE

Communications and Media

SKILL

Critical Thinking

SKILL

Reading Comprehension

SKILL

Active Listening

SKILL

Mathematics

SKILL

Writing

ABILITY

Oral Comprehension

ABILITY

Written Comprehension

ABILITY

Oral Expression

ABILITY

Written Expression

ABILITY

Deductive Reasoning


Job Opportunities

Financial Analysts

  • Financial Analyst III
    Fortive Corporation    Chandler, AZ 85286
     Posted about 5 hours    

    This position is responsible for all aspects of financial support for programs of varying types, size, complexity, and level of risk. The candidate will be responsible for teaming with various internal functions including, Accounting and Finance, Program Management, Contracts, Pricing, Engineering.

    Responsibilities include, but not limited to:

    + Prepare monthly, quarterly, and annual financial reports by collecting, formatting, analyzing, and explaining information.

    + Work with Program Managers and functional managers to effect timely and accurate preparation of contract estimates-at-completion (EAC).

    + Provide oversight and performance of EAC, ETC, contractual reporting requirements, earned value reporting and variance analysis. Determine program risk, mitigation plans, opportunities, and corrective actions.

    + Develop monthly forecast as it pertains to revenue, gross margin, and operating expenses.

    + Track financial status by comparing and analyzing actual results versus budget and forecasts.

    + Research variances for discussion with management and propose recommendations and solutions where appropriate.

    + Develop reports and processes that will increase efficiency.

    + Recommend and assist in implementing and sustaining robust program control processes to improve financial results.

    + Ensure compliance with internal procedures and FAR/CAS government regulations.

    Qualifications

    + Bachelor Degree in Accounting or Finance

    + 4+ years in Finance or Accounting, experience with program/cost

    + Ability to work independently and complete responsibilities with minimal supervision.

    + Results oriented with the ability to complete multiple assignments in a timely manner with a high degree of accuracy.

    + Ability to resolve finance and accounting issues.

    + Proficient with Microsoft Word, Excel, and PowerPoint

    + Knowledge of DFAR and Earned Value Management is a plus

    Fortive is a diversified industrial growth company comprised of global businesses that are recognized leaders in attractive markets. With more than $6 billion in annual revenues, Fortive’s well-known brands hold leading positions in field instrumentation, transportation, sensing, product realization, automation and specialty, and franchise distribution. Fortive is headquartered in Everett, Washington and employs a team of more than 24,000 research and development, manufacturing, sales, distribution, service and administrative employees in more than 40 countries around the world. Our team grows by tackling challenges that accelerate progress and further their careers. With a culture rooted in continuous improvement, the core of our company’s operating model is the Fortive Business System. For more information please visit: www.fortive.com.

    Pacific Scientific Energetic Materials Company (PacSci EMC), a Fortive Corporation (NYSE: FTV) operating company, makes critical missions possible. From concept to demonstration to delivery, we provide leading-edge energetic materials, devices and subsystems for use in military and commercial applications. With engineering and manufacturing capability in Arizona and California, our associates work together to solve the toughest technical challenges with a dedication to Safety First, Quality Every TimeTM. We enable success for innumerable missions on a daily basis, impacting the lives of military personnel, law enforcement officers, commercial airline pilots, astronauts, and oil field operators. For nearly a century, PacSci EMC's experience and expertise has been relied upon in the times When Milliseconds MatterTM. For more information, go to www.psemc.com. Pursuant to our subcontractor status on highly sensitive national security matters, Mechanical Assemblers and all other floor personnel who frequently shift cell assignments, as well as any personnel directly working with the following contract are subject to the following contractual provision: THAAD PRIME Flowdowns (H-Clauses) H-42 FOREIGN PERSONS, paragraph D., "All employees of all entities that make up the Contractor's team, whether subcontractors, consultants, or anyone who works with or on behalf of the Contractor will be citizens of the U.S." Accordingly, only U.S. citizens will be qualified to fill these roles. We are committed to providing a workplace free of any discrimination or harassment.

    Pacific Scientific Energetic Materials Company is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, national origin, religion, gender, age, marital status, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by law.

    "The company in which you have expressed employment interest is a subsidiary or affiliate of Fortive Corporation. The subsidiary or affiliate is referred to as a Fortive Company. Fortive Corporation and all Fortive Companies are equal opportunity employers that evaluate qualified applicants without regard to race, color, national origin, religion, ancestry, sex (including pregnancy, childbirth and related medical conditions), age, marital status, disability, veteran status, citizenship status, sexual orientation, gender identity or expression, and other characteristics protected by law. The "EEO is the Law" poster is available at: http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf. Individuals who need a reasonable accommodation because of a disability for any part of the employment process should call 1-866-272-5573 or e-mail applyassistance@fortive.com to request accommodation."


    Employment Type

    Full Time

  • Account Executive
    Comscore    Phoenix, AZ 85067
     Posted about 5 hours    

    **Build a career of unlimited possibilities!**

    **Come experience the excitement and challenge of shaping the future of media!**

    Do you want to inspire and lead others, bring innovative ideas to life and build a career of unlimited possibilities?

    **We’re looking for people like you!**

    **_Per Executive Order 14042, new or prospective Comscore, Inc. employees in the United States, must provide proof of complete vaccination, or approved exemption on the first day of their employment._**

    About This Role:

    Our Account Executive will be critical in growing Comscore’s marketplace presence at Fortune 500 Brands, Agencies and Media companies. Having experience in both syndicated (SaaS) sales and analytics/data products, this individual will need to have solid experience in selling annual enterprise contracts, as well as an impressive track record of consistently exceeding revenue targets. The ideal candidate will also have impressive domain expertise and established relationships in digital marketing, publishing and advertising. High energy and persistence are key.

    This position provides growth opportunities for driven, successful individuals.

    **What You’ll Do:**

    + Consistently close new business at or above quota level

    + Managing all phases of the sales lifecycle including prospecting and developing leads;

    + Traveling to and meeting with clients; developing value propositions; financial deal structuring, contract negotiation and closing

    + Serve as a brand enthusiast for Comscore’s suite of products and solutions

    + Generate quality partnerships with your personal portfolio of prospects

    + Build relationships with prospects and internal stakeholders to grow new business

    + Work collaboratively with Marketing, Customer Success and Technology departments

    + Execute an effective and relevant sales strategy (as the firm introduces enhancements to existing solutions and/or releases new products)

    + Bring creative ideas, strategies, and skills to advance our company’s values, unique culture, and vision for the future

    + Establishing an executable strategy which includes leveraging your existing business relationships and personal networks to generate sales leads for your pipeline

    **What You’ll Need:**

    + A high energy, optimistic and highly motivated sales professional with a proven track record of success with enterprise software client-side experience

    + Outstanding communication and presentation skills a must

    + 3 years minimum direct experience with business development/sales required,

    + Experience in web analytics software or research products and solution suite strongly preferred

    + strong understanding of social media and analytics as well as primary and secondary research and how this information can be applied to help clients to achieve their goals

    + Experience with hosted solutions in selling software as a service (SaaS), specific to the analytics space

    + A relentless work ethic and a desire to learn a new skill set, develop additional expertise and create the future of digital business analytics

    + A market research background a plus

    + Established contacts and relationships within the industry a plus

    + Proactive, independent thinker with high energy/positive attitude

    **About Comscore**

    At Comscore, we’re pioneering the future of cross-platform media measurement, arming organizations with the insights they need to make decisions with confidence. Central to this aim are our people who work together to simplify the complex on behalf of our clients & partners. Though our roles and skills are varied, we’re united by our commitment to five underlying values: Integrity, Velocity, Accountability, Teamwork, and Servant Leadership. If you’re motivated by big challenges and interested in helping some of the largest and most important media properties and brands navigate the future of media, we’d love to hear from you.

    Comscore (NASDAQ: SCOR) is a trusted partner for planning, transacting and evaluating media across platforms. With a data footprint that combines digital, linear TV, over-the-top and theatrical viewership intelligence with advanced audience insights, Comscore allows media buyers and sellers to quantify their multiscreen behavior and make business decisions with confidence. A proven leader in measuring digital and set-top box audiences and advertising at scale, Comscore is the industry’s emerging, third-party source for reliable and comprehensive cross-platform measurement. To learn more about Comscore, please visit Comscore.com.

    **EEO Statement:** We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, disability status, sexual orientation, gender identity, age, protected veteran status or any other characteristic protected by law.

    To comply with federal law, Comscore participates in E-Verify. Successful candidates must pass the E-Verify process after hire.

    *LI-ML1


    Employment Type

    Full Time

  • Account Executive
    Cleo    Phoenix, AZ 85067
     Posted about 5 hours    

    Account Executive Remote - USA / Sales – Sales / Full-time Cleo is a cloud integration technology company focused on business outcomes. Every day, we ensure that each one of our 4,000+ customers' potential is realized by delivering solutions that make it easy to discover and create value through the connections and integration of enterprise applications supporting critical workflows. By providing the industry’s most complete and flexible integration offerings, we are helping our clients build trusted relationships across their partner ecosystems today, while providing all the control and visibility they need to advance their business tomorrow. In a nutshell, Cleo is a rapidly growing category leader in ecosystem integration software and we have experienced tremendous growth over recent years. The Position The Sales team is looking for self-motivated and well-organized Account Executives that want to develop and hone their sales skills while becoming a part of a rapidly growing technology organization ( all openings are due to growth). Our Account Executives are responsible for working with marketing and inside sales to drive pipeline and revenue growth in their territory, while driving toward consistent quarterly performance. The expectation is that you will become a subject matter expert in our customers’ business process workflows, identifying current challenges and opportunities for improvement, while positioning Cleo’s products and services to drive both top-line and bottom-line improvements for our customers. Our goal is to help you take the next step in your sales career, by providing you with the tools and training to do so successfully. We are looking for candidates that are eager to drive their business and set goals that align with our company growth. Cleo is a growing Ecosystem and we want the best and brightest on our team. What you will be doing + Working with SDRs and Account Managers to develop and execute targeted pipeline building programs + Executing Cleo’s sales methodology, programmatically and consistently, from lead to close to nurture + Consulting with our prospects and clients to understand their challenges and position appropriate solutions to meet their needs + Coordinating a virtual team of resources to support the successful sale and transition to delivery + Meeting with clients regularly to ensure needs are met and position Cleo fit + Working with urgency to ensure customer and Cleo deadlines are met + Checking and reporting on their Cleo programs progress Your Qualifications + Bachelor’s degree + Have 2-3 years of experience in business development and/or sales + Communicate confidently in person, over the phone, and online + Focus on the positive and strive for continual improvement + Be ambitious and self-motivated to achieve results + Collaborate and operate well in a fast-paced, team-oriented environment + Be effective at building strong relationships + Adhere to a strong work ethic and sense of commitment + Be a passionate learner with a focus on becoming the expert + Preferred experience selling SaaS and or Cloud based technologies A few things we have to offer + Competitive compensation + Great Healthcare + Dental + Vision + Unlimited PTO + 401k match + FSA and HSA options + Employee Assistance Program + Paid Parental Leave + Representing a company with 4,000+ clients and a 99% retention rate + Opportunity to work on large, high impact projects + Ongoing training and development + Professional growth as the company grows Cleo Communications, LLC is an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status or any other characteristic protected by law.


    Employment Type

    Full Time

  • First Aid Account Executive-Phoenix, AZ
    ARAMARK    Phoenix, AZ 85067
     Posted about 5 hours    

    Description

    THE ROLE

    Do you love working outside of the office? Do you have a competitive spirit? Are you a strong and influential communicator? If so, the AUS sales team is looking for an ambitious First Aid Sales Specialist (FAS) to drive sales and advance with our company. Join us and be part of a rapidly growing outside sales team working together to secure new business and increase market share. The FAS is focused on selling our First Aid and Safety Solutions including defibrillators, Personal Protective Equipment, first aid kits, eye wash stations, safety signs, and safety training to support our growth and increase in demand.

    Successful candidates will:

    --Tenacity, Drive - We have industry leading sales goals of 200+ dials per week in addition to our in-person prospecting and sales targets.

    --Speed, Agility - Our industry is continuously adapting and growing. Every day will be a new and exciting opportunity to showcase your skills.

    --Coachable - You will complete a paid, comprehensive sales training program to gain product knowledge, mentorship, and learn how to be a successful AUS team member.

    --Ability Follow Our Sales Process - We teach you our structured sales process to set you up for success as you’re working both independently and collaborating as a team.

    --Technology - Our team uses laptops, cell phones, Microsoft Office, and a Customer Relationship Management System (CRM) to stay organized and connected.

    --Customer Focus and Orientation - In this role, you will be the face of the company. We need someone passionate about providing the ultimate customer experience.

    --Ability to Influence - We need someone who can overcome objections and effectively demonstrate why we are the uniform, facilities, and first aid products supplier of choice.

    Required Qualifications:

    --At least 21 years of age

    --Valid driver’s license

    --Successfully pass Criminal Background, Motor Vehicle Record, and Drug Screen checks

    --Previous sales experience; OR completion of a college degree within the last 18 months; OR military service

    Preferred:

    --Business-to-business outside sales experience focused on new account generation

    --Strong presentation and communication skills

    --Intermediate proficiency in Microsoft Office (Word, PowerPoint, Excel, Outlook)

    --Experience with Customer Relationship Management Systems - Salesforce preferred

    WHY CHOOSE US?

    --Unlimited career growth potential

    --Competitive base salary and commission structure with quarterly bonus opportunities

    --Monthly car allowance and gas card

    --Medical benefits available first day of employment

    --Recognized by Selling Power® as one of the 50 best companies to sell for

    --Named by Diversity Inc as a Top 50 company for Diversity

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

    Connect With Us!
    Not ready to apply? Connect with us for general consideration.
    Interested in this opportunity?
    ARAMARK is an EQUAL EMPLOYMENT OPPORTUNITY/AFFIRMATIVE ACTION employer – Minority/Female/Disability/Veteran

    Aramark will consider for employment qualified applicants with criminal histories in a manner consistent with the Los Angeles Fair Chance ordinance.


    Employment Type

    Full Time

  • Senior Financial Analyst
    Beazer Homes    Mesa, AZ 85213
     Posted about 5 hours    

    The Sr. Financial Analyst is at the center of financial and operational reporting and analysis for their Division. They are intimately involved in nearly every aspect of the Division’s operations including: sales, land acquisition and development, construction, customer service, purchasing, and escrow / closings. Sr. Analysts are challenged to proactively identify business opportunities and risks and work in concert with the FP&A Manager and / or the Director of FP&A to translate them into action items that drive

    business decisions. The Sr. Financial Analyst aids in preparation of the Company’s detailed monthly financial forecast, including key operating statistics, income statement, balance sheet and cash flows.

    Company Overview: Beazer Homes is committed to employee wellbeing and life-work balance, offering development opportunities, a flexible time-off program, and an industry leading parental leave policy.

    + Provides financial support to the Division President and each division department head

    + Aids in preparation of the 3 year strategic plan, annual plan for the division and regular updates for those plans

    + Creates, maintains, and reports on the margin expectations for the division

    + Generate financial proformas and sensitivity analyses for prospective land purchases

    + Assist with the monitoring and maintenance of land development budgets

    + Maintain and monitor production universe and cycle time analysis to ensure forecasted results are achievable

    + Create and maintain pricing strategies for all homes being sold in the Division

    + Analyze competitors for pricing/feature changes and present recommended changes for each of the Division’s communities

    + Involved in the month end close process, including reconciling/reporting monthly unit activity to Corporate FP&A

    + Ensures compliance with SOX controls as directed by Corporate Accounting

    + Perform ad-hoc financial modeling and analysis

    + Drives other Corporate and Division projects, as needed

    + BBA/BS in Accounting/Finance/Economics

    + 2-4 years prior finance or accounting experience

    + Public Accounting experience preferred

    + Strong financial modeling and analytical skills

    + Organized and detail oriented

    + Motivated to learn and succeed

    + Flexible to respond to changing Division and Corporate priorities, and perform varying tasks as necessary

    + Autonomous self-starter

    + Intermediate to Advance level excel user (including pivot tables)

    + Hyperion, Essbase & JDE experience a plus

    + Typical office environment

    Additional Responsibilities

    The above statements are intended to describe the general nature and level of work being performed. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed. Additionally, an employee's job duties may change at any time, in the company's sole discretion.

    Personal Information Collection Notice for Job Applicants

    In order to process your application, we will ask you to create an account and provide us with certain personal information, including your identification data (e.g. name, date of birth, driver’s license number, contact details), education information, and professional and employment history. If you have any questions about our privacy policy or would like to learn more, please visit Beazer.com/privacy, which includes a link to an additional notice for California residents and which link can also be visited directly at Beazer.com/Californiaprivacy.

    Equal Opportunity Employer

    ID: 2022-3605

    Street: 1130 North Alma School Road


    Employment Type

    Full Time

  • Senior Financial Analyst
    American Express    Phoenix, AZ 85067
     Posted about 5 hours    

    **Description**

    **You Lead the Way. We’ve Got Your Back.**

    At American Express, we know that with the right backing, people and businesses have the power to progress in incredible ways. Whether we’re supporting our customers’ financial confidence to move ahead, taking commerce to new heights, or encouraging people to explore the world, our colleagues are constantly redefining what’s possible — and we’re proud to back each other every step of the way. When you join #TeamAmex, you become part of a diverse community of over 60,000 colleagues, all with a common goal to deliver an exceptional customer experience every day.

    The Senior Financial Analyst, Global Services Group (GSG)/Enterprise Functions (EF) Finance, Corporate Planning & Analysis (CP&A) will be a key contributor for the Global Services Group (GSG) Finance Organization which partners closely with the GSG business to achieve strategic objectives. GSG employs over 25,000 colleagues in 22 markets delivering extraordinary customer care to Card Members and merchants around the world, while providing world-class credit, collections and fraud services, and driving revenue growth for the company.

    The successful candidate will be part of a team supporting the GSG business in decision making for the Global Billing Network (GBN), Global Payments Network (GPN), and Automation organizations. Primary responsibilities of this role will include monthly results and planning support, along with data analytics around financial and operational metrics that will help shape business strategy.

    **Key responsibilities include, but are not limited to:**

    + Assist in providing senior management with relevant and timely results, outlook, and trend analysis for the responsible functions

    + Play a key role in month end close, regular financial reviews, business unit reviews, and planning activities to enable GSG to deliver against aggressive targets

    + Provide proactive, value-added decision support to business partners by assessing financial trends and project related financials to identify potential funding risks/opportunities

    + Collaborate with other finance teams including: GSG HQ Finance, Business Planning, and Corporate Planning to ensure holistic success of the overall finance organization

    + Clearly communicate results to senior leaders – A key component of this role is to support financial communication to both the GSG business leadership and the larger finance community. Specifically develop executive presentation content to support regular financial reviews, Business Unit Review (BUR), Mid Range Plan (MRP) or other planning activities

    **Qualifications**

    **Qualifications:**

    + 1-3 years of relevant analytical and finance experience

    + Strong analytical, organizational, and problem-solving skills with the ability to multitask while meeting tight deadlines

    + Strong written and verbal communication skills with the ability to synthesize complex data into coherent presentation for executive audience

    + Comfortable with change, ambiguity, and composure under pressure

    + Advanced Excel, PowerPoint required

    + TM1, Hyperion Essbase, Smart View, SQL, Tableau, Power BI highly preferred

    + Bachelor’s degree in Finance/Accounting/Statistics/Business related

    American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.

    We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

    If the role you are applying for is designated as hybrid or onsite, you will be required to demonstrate that you have completed your primary COVID-19 vaccination series (i.e. 2 doses for Moderna/Pfizer and 1 dose for J&J), in order to work in or visit any of our offices. This requirement is subject to legally required accommodations.

    Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

    US Job Seekers/Employees - Click here to view the “ EEO is the Law ” poster and supplement and the Pay Transparency Policy Statement .

    If the links do not work, please copy and paste the following URLs in a new browser window: https://www.dol.gov/agencies/ofccp/posters to access the three posters.

    **Job:** Finance

    **Primary Location:** US-Arizona-Phoenix

    **Other Locations:** US-New York-New York

    **Schedule** Full-time

    **Req ID:** 22013041


    Employment Type

    Full Time

  • Healthcare Non-Profit Higher Ed Commercial Banking Portfolio Manager
    Wells Fargo    Phoenix, AZ 85067
     Posted about 5 hours    

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

    Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

    **About this role:**

    Wells Fargo is seeking a Portfolio management position focused on managing a large and complex credit portfolio of Not-for-Profit Health System, Health Insurance, Higher Education and Nonprofit relationships within the Healthcare, Higher Education & Nonprofit (HHN) Middle Market Banking Office. Responsibilities include working with senior management, relationship managers and credit leaders to originate, monitor and grow HHN relationships. Accountable for credit underwriting and origination, portfolio monitoring, renewals and annual reviews, coordination of pricing, and for revenue growth, cross-sell and relationship profitability. Manages and promotes the maintenance of a portfolio that adheres to all applicable credit policies and compliance requirements. Works with clients directly to understand credit needs and represents the bank in developing and maintaining client relationships. May periodically assist with office risk management duties and managing overall account relationships. Responsibilities may also include training, supervision and/or mentoring of analysts or junior portfolio managers.

    **In this role, you will:**

    + Research complex credit investigations and diverse credit information for loans

    + Identify opportunity for process improvements within scope of responsibilities or functional area

    + Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables

    + Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements

    + Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers

    **Required Qualifications, US:**

    + 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + Underwriting experience including advanced commercial or specialty group relationship portfolio credit

    + Experience negotiating interest rates, price, terms, and collateral requirements

    + Knowledge and understanding of commercial and specialty group banking products and services

    + Solid knowledge and understanding of credit policy, loan servicing, risk management, and group underwriting requirements

    + Demonstrated experience in loan documentation (rates, terms, collateral requirements) of specialty tax exempt credit products including Direct Pay Letters of Credit, Standby Bond Purchase Agreements and Direct Purchase facilities with ability to represent the bank in negotiating directly with clients and external counsel

    + Solid knowledge of Know Your Customer (KYC) requirements for nonprofit Healthcare, Higher Education and Nonprofit clients

    + Comprehensive knowledge of Specialized Industries credit policy, loan servicing, risk management and group underwriting requirements

    + Sound understanding of tax exempt underwriting, sales & trading

    **Job Expectations:**

    + Travel ability up to 10% of the time

    **Pay Range**

    $84,000.00 - $149,400.00 Annual

    **Benefits**

    + Information about Wells Fargo's employee benefits

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-180708-8

    **Updated:** Thu Jun 30 23:02:20 GMT 2022

    **Location:** Phoenix,Arizona


    Employment Type

    Full Time

  • SBA Commercial Banking Portfolio Manager
    Wells Fargo    Tempe, AZ 85282
     Posted about 5 hours    

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo.

    It all begins with outstanding talent. It all begins with you.

    **About this role:**

    Wells Fargo is seeking a Commercial Banking Portfolio Manager/Origination Underwriter in the SBA Division as part of Specialized Lending.

    **In this role, you will:**

    + Research complex credit investigations and diverse credit information for loans

    + Identify opportunity for process improvements within scope of responsibilities or functional area

    + Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables

    + Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements

    + Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers

    **Required Qualifications, US:**

    + 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + Strong credit underwriting and credit analysis experience

    + Experience working with commercial or SBA loans $2MM and greater

    + Experience preparing a credit proposal

    + Knowledge and understanding of Small Business Administration (SBA) 7A and 504

    + A BS/BA degree or higher in accounting, finance, or economics

    + Knowledge and understanding of CRM, Small Business Administration

    + Knowledge and understanding of Small Business Administration (SBA) Standard Operating Procedures (SOP) and Policies

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-180166-4

    **Updated:** Fri Jul 01 11:02:14 GMT 2022

    **Location:** Tempe,Arizona


    Employment Type

    Full Time

  • Commercial Banking Portfolio Manager - Investor Real Estate
    Wells Fargo    Tempe, AZ 85282
     Posted about 5 hours    

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

    Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

    **About this role:**

    Wells Fargo is seeking a Commercial Banking Portfolio Manager to support our Investor Real Estate Portfolio Services team.

    **In this role, you will:**

    + Research complex credit investigations and diverse credit information for investor real estate loans

    + Identify opportunity for process improvements within scope of responsibilities or functional area

    + Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables

    + Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements

    + Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers

    **Required Qualifications, US:**

    + 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Required Qualifications, International:**

    + Experience in Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + Knowledge and understanding of investor real estate lending, loan documentation, and credit practices

    + Underwriting experience involving advanced investor real estate and / or commercial and industrial portfolio credit

    + Demonstrated experience building partnerships and collaborating with other product businesses within Wells Fargo

    + Knowledge and understanding of credit policy, loan servicing, risk management and group underwriting requirements

    + Intermediate Microsoft Office skills

    + Ability to navigate multiple computer systems, applications, and utilize search tools to find information

    + Strong analytical skills with high attention to detail and accuracy

    + Excellent verbal, written, and interpersonal communication skills

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-158298-14

    **Updated:** Mon Jun 27 23:01:33 GMT 2022

    **Location:** Tempe,Arizona


    Employment Type

    Full Time

  • Commercial Banking Portfolio Manager - Investor Real Estate
    Wells Fargo    Scottsdale, AZ 85258
     Posted about 5 hours    

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

    Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

    **About this role:**

    Wells Fargo is seeking a Commercial Banking Portfolio Manager to support our Investor Real Estate Portfolio Services team.

    **In this role, you will:**

    + Research complex credit investigations and diverse credit information for investor real estate loans

    + Identify opportunity for process improvements within scope of responsibilities or functional area

    + Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables

    + Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements

    + Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers

    **Required Qualifications, US:**

    + 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Required Qualifications, International:**

    + Experience in Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + Knowledge and understanding of investor real estate lending, loan documentation, and credit practices

    + Underwriting experience involving advanced investor real estate and / or commercial and industrial portfolio credit

    + Demonstrated experience building partnerships and collaborating with other product businesses within Wells Fargo

    + Knowledge and understanding of credit policy, loan servicing, risk management and group underwriting requirements

    + Intermediate Microsoft Office skills

    + Ability to navigate multiple computer systems, applications, and utilize search tools to find information

    + Strong analytical skills with high attention to detail and accuracy

    + Excellent verbal, written, and interpersonal communication skills

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-158298-12

    **Updated:** Mon Jun 27 11:01:33 GMT 2022

    **Location:** Scottsdale,Arizona


    Employment Type

    Full Time


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