• Acrisure (Miami, FL)
    …integrity, reporting accuracy, outlook intelligence Business Partnering : Act as a trusted financial advisor to senior leaders, helping shape strategy ... Senior Financial Analyst Location: Miami, Florida...operation teams and division leaders. Serve as a strategic advisor and process lead in the annual budgeting, reforecasting,… more
    Upward (07/04/25)
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  • King County, WA (Seattle, WA)
    …Harborview Bond Program Senior Finance Officer is the department's strategic financial advisor and standard-bearer for exemplary budgeting, compliance and ... with program budgeting and financial staff. Act as the key financial advisor to the HBPO Senior Management and Executive Leadership teams. Develop… more
    Upward (07/24/25)
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  • Novo Nordisk Inc. (Plainsboro, NJ)
    …and align efforts with the overall planning process; acts as strategic advisor in organization DATA ANALYSIS and INTERORETATION : Employ critical thinking skills ... opportunities across portfolio to inform strategic decision making. Apply financial intelligence methodologies to assess market viability, supporting informed… more
    HireLifeScience (06/04/25)
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  • Fiserv, Inc. (Berkeley Heights, NJ)
    …on a global scale, come make a difference at Fiserv. Job Title Risk Assurance - Senior Advisor I What does a successful Line of Business Risk Officer do? The ... in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another...and serve as a central point of contact to senior business leaders. What you will do: Collaborate with… more
    Upward (07/23/25)
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  • Citigroup, Inc. (Forest Hills, NY)
    …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
    Upward (07/10/25)
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  • Geisinger (Danville, PA)
    Job Title: Vice President and Chief Financial Officer - Central/Northwest Location: Danville, Pennsylvania Job Category: Financial Planning and Reporting ... Work Type: Full time Department: Office of the Chief Financial Officer - Clinical Enterprise Date Posted: 07/21/2025 Job...design, set up, implementation and stabilization. Serves as an advisor to Market resources in Revenue Management and Supply… more
    Upward (07/28/25)
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  • Oliver James (New York, NY)
    We are partnering with a fast-growing, advisor -first RIA that offers equity, high-end support, and career development for ambitious advisors who are ready to break ... high-net-worth and ultra-high-net-worth individuals. They are now expanding their senior advisory team and seeking experienced advisors-particularly from the… more
    Upward (07/25/25)
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  • Capital One (Plano, TX)
    Principal Associate, Compliance Advisor The Financial Services (FS) and Compliance Governance (CGOV) Compliance Command Center is seeking a highly motivated and ... Cultivate strong communication and partnerships with cross-functional teams and senior leadership to manage and influence outcomes. Develop and implement… more
    Upward (07/07/25)
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  • Northern Trust (Houston, TX)
    …Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust ... is proud to provide innovative financial services and guidance to the world's most successful...loan and/or lease agreements according to guidelines established by senior bank and business unit management *Analyzes and negotiates… more
    Upward (07/08/25)
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  • MUFG Bank, Ltd. (New York, NY)
    …voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...in the preparation of Compliance reports for Compliance Management, Senior Management, Executive Committees, and Risk Committees etc. as… more
    Upward (07/23/25)
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  • United Placement Group (Lockhart, TX)
    Unleash Your Potential as a Financial Advisor - Join Our Elite Team Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion ... for which you are applying. The Opportunity As a Financial Advisor specializing in annuity sales, you'll...home state to meet with qualified clients. As a Senior Market Financial Planner with Us, You… more
    Upward (07/14/25)
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  • Ronald Blue Trust (Atlanta, GA)
    …as tax loss harvesting, account rebalancing, and account reviews. 3. Supports (Sr.) Financial Advisor or Managing Director with client meetings and other ... Job Type Full-time Description The Financial Planner communicates effectively with clients and co-workers, analyzes confidential client information, and integrates… more
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  • Houlihan Lokey, Inc. (New York, NY)
    …Rendering fairness and solvency opinions for boards of directors. Responsibilities As a Senior Director in the Financial Sponsors Group, you will be responsible ... Business Unit: Financial Sponsor Coverage Group Industry: No Industry Overview...for the past two years, the No. 1 M&A advisor for the past 10 years in the US,… more
    Upward (07/11/25)
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  • Moneta (St. Louis, MO)
    Company Description Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions ... and we provide a full spectrum of financial advisory services. Still, our true purpose is centered...of those we serve. Job Description Job Summary The Senior Investment Research Analyst leads public markets manager research,… more
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  • Ensign-Bickford Industries, (EBI) (Weatogue, CT)
    …You'll Do As the Senior Account Manager , you'll be the trusted advisor and primary point of contact for key customer accounts. You'll lead strategic selling ... and our customers. We are looking for a high-performing Senior Account Manager to join our Sales team and...account management and solution selling Strong analytical skills and financial acumen Ability and willingness to travel up to… more
    Upward (07/23/25)
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  • Raymond James Financial, Inc. (Dallas, TX)
    …including setup and maintenance. May participate in live meetings with the Financial Advisor and their respective client(s). Manages budgeting and tracking ... of Financial Advisor expenses. Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to… more
    Upward (07/06/25)
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  • Amazon (Seattle, WA)
    The WW Stores Managerial Finance (FP&A) team is looking to hire a Senior Financial Analyst to join the team. The SFA will be supporting day to day Managerial ... reporting across Amazon's 20+ marketplaces and be a strategic advisor to partner teams, including Stores business and finance leadership. Key job responsibilities… more
    Upward (07/10/25)
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  • Silicon Valley Clean Energy (Sunnyvale, CA)
    …in a highly cross- functional organization, acting as both a customer advocate and advisor . To be effective, the Senior Energy Services Specialist will also need ... rates, SVCE maintains a 96+% customer participation rate and a strong financial foundation. Access to carbon-free electricity has helped our communities take a… more
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  • M&T Bank (Boston, MA)
    …Preferred: CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge of the Bank's retail ... duties as assigned. Scope of Responsibilities: The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow to… more
    Upward (07/20/25)
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  • USAA (Colorado Springs, CO)
    …USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... manage the teams projects and communicates progress updates to senior leadership and other business stakeholders. Responsible for the...you'll do: Acts as advanced analytics thought leader and advisor to the business to shape strategies that drive… more
    Upward (07/28/25)
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