Browse
···
Log in / Register

Commercial Portfolio Manager - To 100K - Boulder, CO - Job 3436

$0-100,000

The Symicor Group

Boulder, CO, USA

Favourites
Share
Description

Commercial Portfolio Manager – To $100K – Boulder, CO – Job # 3436 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Commercial Portfolio Manager role in the Boulder, CO area. This selected candidate will be responsible for independently managing a Commercial Loan portfolio. The candidate will manage, acquire, and deepen a portfolio of new and existing profitable lending relationships, with a greater emphasis on maintaining a larger lending portfolio of the Bank’s existing clients. This position includes a generous salary of up to $100K and a full benefits package. (This is not a remote position.) Commercial Portfolio Manager responsibilities include: Managing a portfolio of commercial clients including monitoring loan covenants and structuring loan proposals. Underwriting and originating of new credits from existing and/or new customers including renewals, modifications, and annual reviews. Making appropriate loan structure recommendations. Proactively looks to expand client base by cultivating referral relationships, and target marketing clients/prospects in accordance with the Bank’s marketing standards. Meeting and exceeding monthly performance scorecard goals that include but, are not limited to developing new profitable business relationships. Enhancing the cross-sell ratio through the expansion and deepening of client penetration as well as job-related behaviors. Highly involved in indirect and direct sales calls as well as representing the Bank in various industry-specific trade organizations that promote the Bank’s loan growth within the desired industries. Preparing spreads, performing covenant checks, completing loan reviews, updating ticklers, and populating FDM (electronic document storage system) within a reasonable timeframe upon receipt of financial information and/or other requested documentation. Spreading, analyzing, and reviewing financial conditions, income sources, and collateral coverage of borrowers including corporations, partnerships, sole proprietors, and individuals. Collecting updated borrower financial information in accordance with periodic reporting requirements and completing scheduled loan reviews. Preparing loan presentation write-ups for management and loan committee approvals. Ensuring that loans and other assets are appropriate, and timely risk rated in accordance with the Bank’s loan policy. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s degree is preferred, or equivalent business experience is preferred. Four or more years of banking experience with an emphasis on relationship management and commercial lending. Strong background in prospecting for new clients and a demonstrated track record in business development. Strong organizational, time management skills, and leadership qualities. Working knowledge of financial analysis and accounting theory, and the ability to write clearly, logically, and analytically. Excellent written and oral communication skills. Ability to be a self-starter and demonstrate a strong level of initiative and commitment with a minimum level of supervision. Ability to understand accounting, including financial statement spreads, cash flows, and credit analysis. Ability to define problems, proactively identify and articulate risks, collect data, establish facts, and draw valid conclusions. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Source:  workable View Original Post
Location
Boulder, CO, USA
Show Map
workable

You may also like

►✍ REMOTE ACCOUNTANT ✍◄
357A 8th Ave, New York, NY 10001, USA
HOW TO APPLY PLEASE CLICK HERE TO APPLY WHY YOU SHOULD APPLY: Coalition Technologies is devoted to delivering clients the highest quality work while providing our team a fun, thriving, and innovative environment. Along with the opportunity for tremendous career growth and rapid advancement, CT offers: The most competitive profit-sharing bonus plan in the industry, paying up to 50% of company profits to full-time employees each month! A highly competitive Paid Time Off plan, promoting quality work-life balance. Subsidized gym memberships to help team members feel their best. Medical, dental, vision, and life insurance packages for all US-based team members. International Health Insurance Reimbursement Program for all international team members, a benefit unique to Coalition. Device upgrade and learning reimbursement programs. Motivating career development plans with clearly defined goals and rewards. Additional job-specific incentives and bonuses. Plus, 100% of our team works remotely with the support of time tracking software. Our company culture specializes in supporting remote team members, and we’ve been doing so for more than a decade. CT welcomes your application, wherever in the world it's coming from! YOU SHOULD HAVE: Competency in preparing local, state, and federal taxes for a small company. A minimum of 3 years of professional experience in an accounting capacity (preferred). A focus on teamwork and flexibility, as well as the capacity to work well under pressure. Great interpersonal skills for working with diverse personnel/departments throughout the company. Knowledge of Quickbooks Online software is a plus. Experience with QuickBooks, Microsoft Excel, and other Microsoft Office programs (candidates will be tested). Advanced proficiency with Microsoft Excel, Microsoft Office, and Google Documents (preferred). The availability to work 40 hours per week, Monday to Friday, 9:00 am to 6:00 pm Pacific Standard Time. Experience with a startup (preferred). Strong quantitative and writing skills. Ability to complete other duties, as assigned. YOUR DUTIES AND TASKS: Recording all transactions to the ledger in Quickbooks Online. Reconciling general ledger, journal entries, and bank statements. Preparing and analyzing monthly, quarterly and annual financial statements. Analyzing monthly financials and performance metrics in pursuit of improving cash flow and business efficiency. Comparing and analyzing annual budgets and cash flow forecasts with actual results. Preparing and submitting annual and quarterly taxes to city, county, state, and federal authorities. HOW TO APPLY PLEASE CLICK HERE TO APPLY California, New York, Washington, and Colorado: starting base pay for this position ranges between $16 - $50 per hour. Compensation may vary based on factors such as experience, qualifications, skills test performance, geographic location, and seniority of the position offered. Outside of California, New York, Washington, and Colorado compensation may fall outside the above ranges.
$16-50
Networx Systems, Inc.
Director of FP&A
New York, NY, USA
Job Summary  We are seeking an ambitious Director of FP&A with strong experience leading business growth and optimization through financial modeling, forecasting, and analysis. This is a highly cross-functional role that will collaborate with executives and managers across the company, reporting to the VP of Finance and Operations, and working closely with the Accounting and Business Intelligence departments. The Director of FP&A drives operational excellence by implementing best practices, scalable automations, and proactive communication. The ideal candidate is professional and innovative, with a service and data-oriented mindset...If this is you we invite you to apply to join the Networx, Finance team. What you’ll do:  Executive reporting. Produce crisp dashboards, scorecards, and monthly board‑ready presentations that turn data into clear business narratives. Own planning & forecasting. Lead the annual budget, quarterly forecasts, and long‑range strategic plan, ensuring models are driver‑based and transparent. Build & maintain financial models. Develop dynamic models to evaluate new initiatives, scenario test, and guide resource allocation. Close & variance analysis. Support monthly close; deliver variance, trend, and sensitivity analyses that spotlight risks and opportunities. Performance improvement. Partner with Accounting, BI, HR, and business leaders to unlock efficiencies, expand margins, and track savings. Process leadership. Standardize FP&A templates, KPIs, and workflows, embedding best practices across the organization. Requirements What you’ll need:  Bachelor’s in Finance, Economics, or a related quantitative field. 5–7+ years of progressive FP&A or corporate‑finance experience with direct ownership of budgeting, forecasting, and decision support. Advanced Excel/Google Sheets skills; hands‑on expertise with ERP/GL systems (QuickBooks Online or similar) and BI tools (e.g., Tableau). Proven storyteller able to distill complex analyses into concise, persuasive recommendations for senior executives. Demonstrated record of driving cross‑functional initiatives, juggling competing priorities, and delivering under tight deadlines. High integrity, accountability, and leadership presence in fast‑growth environments. Nice to Have MBA or Masters in Finance, Economics, or related quantitative field. Networx We're on a mission to help homeowners build, protect, and invest in their homes—and grow the businesses that support them daily. Join us! At Networx, we empower great people to do great work! Our core values are Mission First, Innovate to Add Value, Care Deeply-Win Together, and Act with Speed, Integrity, and Ownership. These values guide our behaviors, and bold targets encourage us to bring our best selves to work daily. Our innovative, collaborative, and growth-focused culture will help us all share the rewards of meeting our company mission. Benefits What you'll Earn Health Care Plan (Medical, Dental & Vision) FSA and HSA Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Bereavement & 9 Paid Holidays) Short-Term & Long-Term Disability Training & Development Hybrid Work Model Wellness Resources Competitive pay and bonus Networx proudly supports diversity in the workplace and is an Equal Opportunity Employer. The expected base salary range for this position is $160,000 to $175,000 per year. This position is eligible for an annual cash bonus and equity rewards. The salary offered may vary depending on factors such as job-related knowledge, skills, and experience. Salary ranges are provided for New York City-based roles as required by New York City Human Rights Law. DISCLAIMER: The above information in this description has been designed to indicate the general nature and level of work performed by employees in this role. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job. #LI-SS2
$160,000-175,000
Data Processing Clerk for a local CPA Firm (Full-Time/Part-Time) (millbrae)
498 Lincoln Cir, Millbrae, CA 94030, USA
Millbrae local CPA firm is seeking an accounting clerk to perform payroll and data processing tasks. This is an entry-level position, about 40 hours a week, or part-time about 20-25 hours a week, during 9:00am-5:30pm, Mon-Fri. The job requires organizational skills, proficiency in Windows system, Microsoft Office applications such as Word and Excel, and attention to details and accuracy. Chinese speaking a plus! Please email pdf resume and cover letter.
$21-22
Front Row
VP of M&A & Corporate Development
New York, NY, USA
At Front Row, we partner with leading brands to accelerate their ecommerce growth. We leverage our capabilities and proprietary technology to design, market, distribute and accelerate brands on a global scale. We’re continually cultivating functional areas of expertise and retaining the highest caliber of talent — while sharing knowledge and data, creating efficiencies, and looking at every aspect of our client’s business from a 360 perspective. We work effectively to give every client the hands-on support, niche knowledge, and first-access they need to win in the world’s most competitive commerce markets and make each of our six capabilities the first to act on the next big things. We live for the exchange of energy between brands and audiences, you should too, and we’ve made it our mission to expand every brand’s market share and heart share. Because we believe every transaction has the potential to be transformational.  We leverage data-driven insights from Catapult, our proprietary technology, and our deep understanding of marketplaces like Amazon, Walmart.com, TikTok Shop, to craft strategies unique to each brand we work with while protecting their pricing and channel strategies at every lifecycle stage and in any global market. Intro: The VP of M&A at Front Row will lead the company's M&A strategy, identifying potential acquisition targets, conducting due diligence, negotiating deals, and ensuring successful integration post-acquisition. This role requires a deep understanding of financial markets, corporate finance, and strategic planning. Description: Strategic Leadership: Develop and execute the M&A strategy aligned with the company’s overall business objectives. Market Analysis: Conduct market research and analysis to identify potential acquisition targets and assess their strategic fit. Due Diligence: Oversee thorough due diligence processes to evaluate financial, operational, and legal aspects of potential acquisitions. Develop a business case for each deal. Negotiation: Lead negotiations with target companies, ensuring favorable terms and conditions for the organization. Integration Planning: Collaborate with cross-functional teams to develop integration plans that maximize synergies and minimize disruption post-acquisition. Stakeholder Communication: Present M&A opportunities and progress updates to the executive team and board of directors. Internal update and alignment: Monitor and present relevant industry news and updates to the executive team.  Requirements Education: Bachelor’s degree in finance, business administration, or related field; MBA preferred. Experience: 10+ years of experience in M&A, corporate finance, investment banking, or related fields, with a proven track record of successful transactions. Skills: Strong analytical and financial modeling skills, excellent negotiation and communication abilities, and proficiency in project management. Knowledge: In-depth understanding of financial statements, valuation techniques, and regulatory aspects of M&A. Knowledge of the e-commerce and advertising/media industry is a plus. Personal Attributes: Strategic thinker with a strong business acumen. Ability to work collaboratively across various departments and with external partners. High level of integrity, professionalism, and commitment to ethical standards. This role is pivotal in shaping the company’s growth trajectory through strategic acquisitions and partnerships, making it essential for candidates to possess strong analytical, negotiation, and leadership skills. Benefits Equity package + bonus Health, dental, and vision 401K PTO Flexible working hours policy Educational Stipend Class Pass Wellness and commuter benefits Work with a fun, consultative team of experts Location - headquartered in New York City with offices in San Diego, Hamburg and Bratislava SALARY - $170,000 - $200,000
$170,000-200,000
Seasonal Tax Preparer Position – Experienced Enrolled Agent or CPA (dublin / pleasanton / livermore)
55 Wright Brothers Ave, Livermore, CA 94551, USA
A&L Financial Services is a family-owned, full-service tax and accounting firm located in Livermore, CA, just off Isabel Avenue near I-580. We’ve been in business for over 50 years and specialize in personal, business, & trust/estate income tax work. We are a small firm with two Enrolled Agents on staff, two year-round administrative staff members, and five seasonal administrative employees. We are seeking an experienced Enrolled Agent or CPA who can prepare Forms 1040, 1120, 1120-S, & 1041 with limited guidance. We process most of our clients during the regular February–April filing season, and we strive to avoid extensions whenever possible. It’s a fast-paced environment during these three months. We also have some limited work available outside of the regular tax season, so a part-time offseason position is a possibility. Many of our clients have been with us for 30-50 years, so a high level of customer service is expected in person, over the phone, and by email. We process most of our work via drop-off, and we also host several in-person appointments. Compensation is commission-based, with a rate depending on experience. We expect you to work a minimum of 40 hours per week during tax season, with opportunities for up to 60 hours per week. Please be prepared to discuss your availability for overtime, as this will help us hire staff accordingly. Job Functions: - Interview clients over the phone or in person during initial document intake - Prepare individual tax returns of varying complexity including Schedules A, B, C, D, E, & F - Handle Forms 1095-A, K-1, perform 1031 exchanges, claim EIC, Education, & Energy tax credits - Ability to notice inconsistencies and missing items in client submissions - Prepare Estimated Taxes and perform basic forward-looking tax planning - Prepare business tax returns 1120, 1120-S, & 1065 from a Profit & Loss and Balance Sheet - Prepare Schedule L & K1 for all business types - Track Shareholder or Partner Basis on Business and Personal returns - Utilize Pass-Through Entity Tax Elections when applicable - Review and make small adjustments to Clients accounting as necessary - Follow firm procedures and workflows to maintain quality and consistency - Adhere to Circular 230 standards for ethical tax practice - Independently research tax issues and develop practical solutions Qualifications - Minimum 5 years of experience in individual and business income tax preparation (10+ years preferred) - Active Enrolled Agent or CPA certification required - College degree preferred but not required - We do not have CPA specific tasks, so tax knowledge is highly favored over audit / accounting - High level of professionalism and customer service, both in person and via phone/email - Familiarity with UltraTax CS, QuickBooks, and ShareFile (or equivalent platforms) is a plus - Experience with trust tax returns (Form 1041) is a plus but not required Our official start date is Late January, but we would like you to come in to prepare a few returns during the extension season in September / October to familiarize yourself with our office and staff to ensure a smooth season for everyone next year. If you’re a great fit this tax season, we’ll be happy to have you return in future years. To apply, please email your resume along with a brief introduction. Be sure to include any professional references from previous employers or clients. We look forward to hearing from you!
$70-110
Arena Investors I Quaestor Advisors
Valuations - Analyst / Associate
Jacksonville, FL, USA
Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conventional sources of capital are scarce.  Arena specializes in off-the-run, stressed, distressed, illiquid and esoteric special situation transactions through originations and acquisitions of asset-oriented investments across a wide array of asset types (including but not limited to private direct corporate credit, commercial real estate bridge lending, and commercial and consumer assets). Quaestor Advisors (“Quaestor”), is an affiliated Special Servicer, which provides mid and back-office services, including asset management, to Arena Investors and external clients. Quaestor is looking to expand the Valuations team, through the addition of a Valuations Analyst / Associate.  In this role, the successful candidate will work under the SVP of Valuations.  Responsibilities: Work on complex financial instrument valuation engagements, including valuations of equity, debt, derivatives, structured financial products, contingent considerations and hybrid securities for financial reporting and transactions. Review third-party business valuations for closely-held companies, publicly-traded companies, and private equity for financial reporting purposes (ASC 946, ASC 820, ASC 815, ASC 718 / IRC 409A, swaps, etc.), and strategic planning purposes Strong understanding of DCF, binomial, and option pricing modelling techniques. Demonstrate general knowledge in business valuation analyses using DCF, publicly-traded guideline company method, and comparative M&A transactions method. Perform market, industry, and economic research and analyses Review and summarize financial, corporate, and legal agreements and other documents Write narrative valuation reports and memorandums Explore and learn about the valuation issues in different industries for operating businesses, renewable energy systems and fractional interests in real estate Maintain active communication with supervisors throughout engagements and begin to develop client relationships Requirements Bachelor’s degree in Finance, Applied Mathematics, or other quantitative finance major, or Economics with a strong interest in pursuing professional designation; Master’s degree is a plus. Experience with valuing and reviewing debt and complex financial instruments/derivatives (swaps, contingent consideration, convertible debt, etc.) and related methodologies/ models/ software (Monte Carlo simulation, Binomial Models, Thomson Reuters or Bloomberg). 3-5 years valuation experience with a Big 4 or Top 20 public accounting and advisory firm. Demonstrated experience in both performing valuations and reviewing common stock, debt and derivative valuations, etc. Experience working with Capital IQ. Highly Proficient in Microsoft Office, especially Excel and Word Good understanding of the accounting standards related to financial instruments and valuations is a plus. Ability to work on multiple engagements simultaneously with competing priorities in a rapidly growing, fast-paced, interactive, results-based environment Excellent written, interpersonal, and presentation skills Python programming/coding is a plus Individuals on the path to obtaining the CFA qualification is a plus.   Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Free Food & Snacks Wellness Resources
Negotiable Salary
About Us
Terms of Use
Privacy Policy
Help
Contact Us
FAQ
Cookie
Cookie Policy
Cookie Settings
© 2025 Servanan International Pte. Ltd.