33 finance jobs found in Minnetonka, MN

Description Summary: The Equipment Finance Operations Analyst – Accounts Receivable position is responsible for processing a high volume of payments to customer accounts, daily remote deposit of payments received, coordinating various department record storage, reconciliating and distributing various cash reports, and performing related functions of a routine nature. Duties & Responsibilities: Processes accurate and timely payments to customer accounts received through lockbox, W/T, ACH and checks. Researches any differences between amounts due and amounts paid using system support and the portfolio group as resources.  Requests refunds on overpaid contracts. Prints check by phone payments requested by the portfolio group.  Deposits payments received via remote deposit system. Responds to various A/R requests received through ticketing system.  Works closely with the Portfolio and Customer Service...

Description Summary: The Commercial Portfolio Manager - Equipment Finance analyzes and monitors credit worthiness of assigned customers/accounts and recommends and/or approves credit within established guidelines. In addition, this role analyzes financial statements and completes ratio and trend analysis to determine customer financing eligibility. Duties & Responsibilities: Underwrite high quality credit narratives in support of new and existing loans. Review and analyze applications, financials statements, credit reports, etc. Spread business and personal financial statements and tax returns using Moody's software to analyze multi-year trends and ratios from financial information. Understand cash flow from operations, which includes identifying recurring and non-recurring sources. Research industry trends and risks. Perform collateral analysis including accounts receivable,...

Description Summary: The Strategy Program Manager is responsible for leadership, planning, directing, and executing activities pertaining to strategic and business initiatives for the Asset Finance organization. Duties and Responsibilities: Drives, coordinates and monitors strategic business programs. Executes strategic business initiatives on time and within budget. Works with business leadership regarding decisions, approvals, solution options, and business acceptance of the initiative or change. Performs other duties as assigned. Basic Qualifications: Bachelor's degree 7+ years of related experience with strong understanding and experience in project/program and change management processes and standards Experience utilizing portfolio program management tool(s) and creating and tracking projects Preferred Qualifications: Experience in Banking or Financial Services. Strong aptitude in...

Description Summary: The Equipment Finance Sales Coordinator is responsible for providing general support and transaction assistance such as managing and monitoring ongoing origination activity and sales enablement duties as assigned. Responsible for the documentation requirements of equipment lease and loan transactions.   Work independently with clients and all internal departments to ensure that transactions are completed accurately, timely and that the company’s interests are perfected and protected. Duties & Responsibilities: Responsible for entry of transaction data within designated front end system and review of transaction details prior to documentation, including customer legal name and organization structure; equipment cost, description and location; pricing; tax; and internal transaction parameters. Responsible for ensuring ownership interest in the equipment and/or security interest in the...

Who are we? Howden is a collective – a group of talented and passionate people all around the world. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 18,000 employees spanning over 100 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. Howden Re is the global reinsurance broker and risk, capital, & strategic advisor focused on relentless innovation & superior analytics for top client service. Responsibilities: Revenue – Financial reporting / Monthly held book forecasts Facilitate annual...

Description Summary: The Customer Relationship Analyst role builds strong relationships with dealers, distributors and/or manufacturers by providing outstanding customer service and support. This Red Iron Acceptance position resides within the partnership/joint venture between Huntington Distribution Finance (HDF) and The Toro Company.  Primary activities include managing risk, ensuring dealer’s compliance with program and repayment terms, customer service and support, ongoing maintenance to existing dealers.  The role serves as an excellent opportunity to build a career in either Portfolio Management, Credit, or Sales functions within the dynamic inventory finance industry. Duties & Responsibilities: Maintains the credit needs of the dealer, which include identifying, recommending, submitting, and processing credit line increases as well as managing order and dealer requests. Functions as the main...

Tokio Marine HCC (TMHCC) brings 50 years of service to the specialty insurance industry, today offering over 100 products to commercial customers in 180 countries around the world.  Organic growth and over 60 successful acquisitions have grown our 2022 Gross Written Premium (GWP) to $5 Billion.  Our workforce has grown to 4,300 worldwide … big, but not so big that you cannot make a difference.  Our Good Company values, including integrity, empowerment, and commitment to customer service, and a culture of innovation, communication, and collaboration make TMHCC a great place to work.  TMHCC A&H , a $2 Billion division within TMHCC, leads the way in providing medical stop loss insurance sold to employers. Medical Stop Loss provides an added layer of insurance protection to employers who choose to self-fund their health benefit plans. Self-funding can incur risks from catastrophic claims, and Medical Stop Loss insurance from Tokio Marine A&H is designed to protect employers...

Tokio Marine HCC (TMHCC) brings 50 years of service to the specialty insurance industry, today offering over 100 products to commercial customers in 180 countries around the world.  Organic growth and over 60 successful acquisitions have grown our 2022 Gross Written Premium (GWP) to $5 Billion.  Our workforce has grown to 4,300 worldwide … big, but not so big that you cannot make a difference.  Our Good Company values, including integrity, empowerment, and commitment to customer service, and a culture of innovation, communication, and collaboration make TMHCC a great place to work.  TMHCC Stop Loss, a $2 Billion division within TMHCC, leads the way in providing medical stop loss insurance sold to employers. Medical Stop Loss provides an added layer of insurance protection to employers who choose to self-fund their health benefit plans. Self-funding can incur risks from catastrophic claims, and Medical Stop Loss insurance from Tokio Marine HCC is designed to protect employers...

Description Summary: The Director of Huntington Family Wealth is a member of the Wealth Management Leadership Team responsible for defining and leading the implementation of a comprehensive strategy for delivering customized advice and services to institutions and clients of the Huntington Private Bank with significant wealth and complexity Location: Columbus, OH - Chicago, IL - Detroit, MI - Minneapolis, MN - Charlotte, NC Work Arrangements: In office Duties and Responsibilities: Lead a team of professionals to deliver customized advice and services including sophisticated investment strategies, trust administration, philanthropic, trust, and estate planning, and custom credit and lifestyle banking solutions to ensure successful outcomes across generations. Create a private business advisory and transition practice to deliver value to business owners in partnership with the Commercial...

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. ​ ​ About Role Howden Re is the global reinsurance broker and risk, capital, & strategic advisor focused on relentless innovation & superior analytics for top client service. As a Fiduciary Accounting Analyst, you will work on the Fiduciary Accounting Team and undertake the monitoring of Fiduciary Bank Accounts and work with internal clients to ensure proper payment processing. Additionally, you will have the ability to drive change and impact your team beyond the day to day responsibilities by developing, honing and improving team processes through ad hoc projects. Primary Responsibilities: Monitor Fiduciary Bank accounts for daily activity Process Cash receipts and applying cash against appropriate invoices Monitor the unallocated cash listing, working closely with our Accounting and Claims...

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. ​ ​ About Role The Howden Re Decision Support Team (Modeling and Analytics) is unmatched in the industry in facilitating catastrophe reinsurance placements while also being integrally embedded within our clients' operations. Howden Re employs cutting edge technology in a collaborative environment; striving always to develop solutions and present ideas that align with our clients' core philosophy of profitable growth. As a Junior Catastrophe Risk Analyst, you will work together with the Howden Re Broking team to assist in portfolio management and reinsurance decision making. Primary Responsibilities Providing strong technical and strategic CAT risk management and modeling support Providing deep understanding of CAT modeling results, assumptions and limitations with vendor and non-vendor models...

Company: Guy Carpenter Description: What can you expect? Client Support Services (CSS) is comprised of global service teams who are assigned to specific client (customer) accounts to handle claims and accounting matters arising under business placed on that client’s behalf. The Reinsurance Analyst is responsible for technical processing of premium and claims for specifically assigned client accounts ensuring strict compliance with Guy Carpenter’s operational guidelines. What is in it for you? A company with a strong Brand and strong financial results to match A Department that is dedicated to being our clients’ trusted advisor: making a difference to our business partners’ operations, but also focused on our greatest resource…our colleagues A culture of internal mobility, collaboration and valued partnership with other working groups within the company Competitive pay, full benefits package – starting day one (medical, dental, vision, STD/LTD, life...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.   As a full-time Branch Resource Team member, you will engage in proactive sales and customer service activities, including teller transactions. You will be part of the Branch Resource Team and will support a defined group of branches in Huntington’s Branch Network.  Colleagues in the Branch Resource Team will travel between their assigned branches and the work location may change daily. Colleagues in the Branch Resource Team must have access to reliable transportation to facilitate working in multiple branches. Responsible for retaining and growing consumer and business...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking an Accounting Leader to join our growing team in Bloomington, MN. The Accounting Leader is responsible for all aspects of financial management, including accounting, financial reporting, budget and forecast preparation, and development of internal control policies and procedures. How You Will Contribute Prepares, examines, or analyzes accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards. Prepares and analyzes the monthly, quarterly, and yearly financial statement reporting packages for distribution to the corporate and executive leadership team  Responsible for the completion of the month-end close process.  Oversees all activities within the accounting department.  Leads and...

Pay Philosophy The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. Description Liberty Mutual Surety™ is currently recruiting for a Senior Surety Underwriter to join our Bloomginton, MN Core Contract team.   As a Senior Surety Underwriter you will develop and underwrite profitable surety business, and service independent agents, brokers, and Core Contract accounts within an...

Description ** This role qualifies for a Sign On Bonus (details below)** Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a full-time Branch Resource Team member, you will engage in proactive sales and customer service activities, including teller transactions .  Colleagues in the Branch Resource Team will travel between their assigned branches and the work location may change daily. Colleagues in the Branch Resource Team must have access to reliable transportation to facilitate working in multiple branches You are responsible for retaining and growing consumer and business customer relationships by proactively identifying...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Description *** This role qualifies for a Sign On Bonus (details below) *** Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.   As a full-time Branch Resource Team member, you will engage in proactive sales and customer service activities, including teller transactions. You will be part of the Branch Resource Team and will support a defined group of branches in Huntington’s Branch Network.  Colleagues in the Branch Resource Team will travel between their assigned branches and the work location may change daily. Colleagues in the Branch Resource Team must have access to reliable transportation to facilitate working in multiple...

Responsibilities Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management   Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio Lead, train, and develop Assistant and Associate Brokers Qualifications Bachelor’s degree or equivalent combination of education and experience   Minimum 3 years of underwriting or brokerage experience required, excess & surplus experience preferred Demonstrated proficiency in sales and marketing Proven organization skills...