Processing Processes, balances, and records payments, distributions, and disbursements relating to trust cash and asset transactions. Initiates accounting entries. May process Pension and IRA distributions while ensuring accuracy of payment and tax reporting. Business Support Assists in administering life insurance policies, participant loans, and department reconciliatio

Risk Analysis Tracks and reports on internal and 3 rd party/vendor key performance indicators. Reports operational risk events and develops remediation plans. Assists in review of internal controls, ensuring control testing is in place and results are in line with the Control Standards. Coordinates internal audit response, RCSA response, and other quarterly and annual com

Manage a wide range of client relationships. Develop deep knowledge of SVB products and services and demonstrate ability to provide creative solutions to meet client needs. Interact with clients, referrals, and prospects independently. Lead client meetings with cross functional SVB team members and colleagues to position appropriate solutions based on stage and business n

Interpret rules and regulations to manage grants efficiently and make recommendations to principal investigators. Review and guide principal investigators on fiscal matters and personnel salaries. Evaluate operational processes and implement changes to improve efficiencies. Ensure compliance with Cost Accounting Standards and sponsor terms and conditions. Provide training

Financial Reporting Regular financial reporting to inform management about financial results across the balance sheet and income statement. Educate business partners on key drivers of profitability, including key variance analysis articulating the financial story. Provide comprehensive and consistent results, with salient points distilled for management. Financial Plannin

Adherence Testing Leads the process of performing adherence testing on regulatory and other key reports to validate that the report is being created as intended and consistent with any regulatory or executive guidance. Data Profiling Performs data profiling on sample data to proactively identify potential problems that may warrant focused sampling as well as providing qua

Adherence Testing Leads the process of performing adherence testing on regulatory and other key reports to validate that the report is being created as intended and consistent with any regulatory or executive guidance. Data Profiling Performs data profiling on sample data to proactively identify potential problems that may warrant focused sampling as well as providing qua

Challenge the status quo and drive the optimization of region based processes in line with global fast close process. Embrace the roll out of new technology as the business migrates to a new ERP and promote adoption of new applications to deliver greater automation, insight, and process efficiency Establish and oversee processes and tools necessary to obtain transparent f

Financial Oversight Manages all financial information for the Investor Services Broker/Dealer, the FCAM RIA and SVB Wealth, LLC RIA, including the company's income statement and balance sheet. Prepares, approves, and submits compliant financial regulatory reports to the Financial Industry Regulatory Authority (FINRA) and the U.S. Securities and Exchange Commission (SEC).

Comprehensive Model Validation Conduct thorough and comprehensive validations of various model components, ensuring that they are accurate, reliable, and aligned with the intended business objectives and regulatory requirements. This includes but is not limited to Model Inputs Analysis Apply data analysis techniques to assess the quality, integrity, and appropriateness of

Engages patients throughout the registration process to create a welcoming and positive patient experience. Appropriate patient identification. Collecting accurate and thorough patient demographic data. Obtaining insurance information and verifying eligibility and benefits. Determining and collecting patient financial liability. Referring patients to a Patient Financial R

Risk Governance Support governance process for governance documents and risk taxonomies for information technology. Integrate procurement, project, and program data to understand and monitor vendors and impact to IT projects. Facilitate training and awareness sessions on governance processes for TI staff. Policy, Standards, and Procedures Update and maintain policies and

Plans, develops and coordinates the preparation of system or divisional level budgets, statistical reports, cost analyses and other financial information. Performs complex and specialized assignments in area of expertise. Description of Job Responsibilities 1. Completes and reconciles invoice transactions by comparing and correcting information. 2. Determines financial st

Planning Manages preparation activities for Internal Audit and regulatory exams and participates in related meetings. Coordinate resources with direct and indirect reporting relationships to execute on various projects and efficiency initiatives related to credit risk remediation. Risk Management Program Interpret complex regulatory issues and coordinate response activiti

Risk Oversight & Monitoring Provides objective oversight of risks through effective challenge using defined methodologies and subject matter expertise. Provides leadership, consultation, and support for risk management. Fosters business unit relationships and implements training to promote engagement in risk management programs, including compliance with all risk policies