- Athene Holding Ltd. (New York, NY)
- …in ad hoc financial analysis projects as needed Qualifications and Experience: CPA, CFA or MBA designation a plus Life and Annuity Insurance experience ... preferred Analysis experience, emphasis in asset or liability analysis a plus Advanced knowledge of Excel and PowerPoint. 3+ years of job-related experience preferred Bachelor's degree in Accounting, Finance, Actuarial or an equivalent combination of education… more
- Gpac (Houston, TX)
- …lifications: Education & Experience: BS / BA degree in Accounting or Finance. CPA, CMA, CFA , MBA , or MS Accounting strongly preferred 2+ years in an accounting ... or finance environment, preferably within a global manufacturing company Knowledge & Skills: Expert level in Microsoft Excel. Experience with Hyperion/FCC consolidations and planning systems. Familiar/proficient with other modeling software. Proficient in… more
- Vaco LLC (New York, NY)
- …to perform the essential functions. Education/Experience: Bachelor's Degree required. CPA, CFA , MBA or other professional designation highly desired. Minimum ... 5 to 7 years' selling accounting/financial project solutions or comparable client relations experience in audit, tax, and/or public accounting. Proven success achieving and/or exceeding performance goals. Technical Skills: Must have working knowledge of MS… more
- Alvarez & Marsal (Philadelphia, PA)
- …proficiency in understanding financial models, data analytics, and presentation skills CPA, CFA , MBA , or Master's Degree Preferred but not Required #LI-LS1 ... The salary range is $150,000-$225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including… more
- PIMCO (Austin, TX)
- …sales trends, and client satisfaction as appropriate. Qualifications Bachelor's degree required. A CFA or MBA is desirable. Minimum of 5 years of experience ... in sales or business development within asset management or wealth management. Established relationships in Texas and Oklahoma are desirable. Proven ability to develop, monetize, and maintain strong relationships with sophisticated buyers. Successful track… more
- Amrize (Ravena, NY)
- …the construction/manufacturing industry. Cost accounting experience a plus Licenses Preferred: CPA/CMA/ CFA or MBA with emphasis in Finance/Accounting Required ... Computer and Software Skills : MS Office-Required. SAP, BPC, Oracle/JDE, Google suite strongly preferred Travel Requirements: 10% Additional Requirements: Strong technical accounting skills. Proven leadership, project management and analytical skills.… more
- Citigroup, Inc. (Miami, FL)
- …15+ years of experience Extensive experience in providing investment advice and solutions. CFA , MBA degree or other advanced degree a plus. Requires advanced ... judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions,assumptions or current knowledge of sophisticated areas.ated areas. US Only: S7, S66 (or 63 & 65) & S31; NOTE:… more
- WeBox (San Jose, CA)
- …or other financial tools Understanding of GAAP, tax compliance, and financial operations CPA, CFA , or MBA is a plus Strong communication skills and ability to ... work cross-functionally Fluent in Mandarin (required) - must be able to collaborate directly with finance teams and stakeholders in China What We Offer Competitive salary and equity package The opportunity to shape the company's financial strategy and… more
- Zurich Insurance Group (Schaumburg, IL)
- …and treasury transactions / accounting Preferred Qualifications: CPA / CPCU / CFA / CTP MBA Insurance industry experience Project management experience ... Leadership experience Strong verbal and written communication skills At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance… more
- Santander Holdings USA Inc (New York, NY)
- …self-starter Strong interest in new disruptive/clean technologies Bachelors degree, or equivalent MBA or CFA is a plus Certifications: No Certifications listed ... for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know : The base pay range for this position is posted… more
- Santander Holdings USA Inc (New York, NY)
- …to enable individuals with disabilities to perform the essential functions. Education: Bachelors degree, MBA or CFA a plus Work Experience: 3+ years of relevant ... experience 2+ years in developing complex financial models Skills and Abilities: Preferred sector experience: energy transition, traditional energy, power & renewables and infrastructure Solid financial modeling and technical capabilities Strong communication… more
- BNY Mellon (New York, NY)
- …asset management landscape, investment strategies, and capital markets. Bachelor's degree required; MBA , CFA , or other advanced credentials preferred. 10+ years ... of experience in investment services, ideally in client-facing roles such as Sales, Relationship Management, or Product Strategy. At BNY, our culture speaks for itself. Here's a few of our awards: America's Most Innovative Companies, Fortune, 2024 World's Most… more
- Rockland Trust (Franklin, MA)
- …experience Bachelors degree with emphasis on finance/economics; advanced degree MBA / CFA preferred Analytical, organizational and presentation skills Familiarity ... with Investment and trading systems such such as Bloomberg, FactSet, Morningstar Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that… more
- CINC Systems (Duluth, GA)
- …resource allocations. Qualifications: *Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA a plus. *5+ years of relevant experience ... in FP&A or financial strategy, preferably in a SaaS, payments, or high-growth PE-backed environment. *Strong financial modeling, data analysis, and problem-solving skills. *Advanced Excel skills; proficiency in NetSuite and Power BI preferred. *Experience… more
- The CERES Group (Boston, MA)
- …Bachelor's degree in Business, Computer Science, or related field with 7+ years experience. MBA or CFA preferred but not required. Demonstrated track record of ... contributing successfully to the delivery of moderate-sized projects. Excellent understanding of technology and the full suite of the company's technologies. more
- FM (Waltham, MA)
- …directors and managers on periodic, ad-hoc, and special res BA or BS required; MBA , CFA , CAIA, or other advanced degree related to investments, economics, ... finance, or quantitative analysis preferred 11-15 years of relevant experience in investments, financial markets, and/or financial risk management 11-15 years of global financial market experience across asset classes Global financial markets, investments,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …distributors, Raymond James senior leaders, and board members. Educational/Experience Requirements: MBA , CFA , or relevant professional designation preferred. 15+ ... years of leadership experience in investment management, asset management, or wealth advisory services, with a focus on distribution strategy. Proven track record of driving profitable business growth, leading asset management strategies, and developing… more
- Edgemoor Infrastructure and Real Estate (Arlington, VA)
- …analysis experience. Education: BS/BA in Economics, Accounting, Business, or equivalent; an MBA or CFA designation will be considered a plus. Collaborative ... Spirit: A highly collaborative, team-oriented individual willing to assist wherever needed to ensure the group provides accurate and timely financial information. more
- MUFG Bank, Ltd. (New York, NY)
- …analytical skills of the team through close communication Skills & Experience: Bachelor's degree, CFA is an asset, an MBA and/or degree in Finance, Accounting, ... or Economics preferred but not required 6+ years of corporate lending experience Strong credit skills and extensive financial modeling skills Knowledge of standard bank products including loans, letters of credit, derivatives, foreign exchange, securitization… more
- Fitch Group (Chicago, IL)
- …Ability to excel in a team-oriented environment. What Would Make You Stand Out: MBA and/or CFA , or progress toward these designations, a plus. Some coverage ... or knowledge of bank or non-bank sectors a plus; Capital markets and/or credit analysis experience a plus; Why Choose Fitch: Hybrid Work Environment: 2 to 3 days a week in office required based on your line of business and location A Culture of Learning &… more
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