- Crdit Agricole CIB (New York, NY)
- …in compliance, risk, ESG advisory , or related functions within financial services . Specialist Training Desirable: CAMS Certification Required skills ... description Business type Types of Jobs - Compliance / Financial Security Job title ESG/ Advisory (...of US AML and OFAC regulations Strong understanding of financial products and services , and how ESG… more
- Alvarez & Marsal (Los Angeles, CA)
- Description PEPI - CFO Services - Senior Associate ( Financial Reporting Advisory ) OVERVIEW: A&M CFO Services work with private equity held portfolio ... adherence to new or revised accounting standards and effective management of the financial reporting processes. CFO Services Provides the following pillar of … more
- Alvarez & Marsal (San Francisco, CA)
- Description PEPI - CFO Services - Senior Director ( Financial Reporting Advisory ) OVERVIEW: A&M CFO Services work with private equity held portfolio ... adherence to new or revised accounting standards and effective management of the financial reporting processes. CFO Services Provides the following pillar of … more
- CrossCountry Consulting (New York, NY)
- …3+ years of prior financial services experience in professional services or industry (public accounting, advisory firm, management consulting firm, or ... Senior Consultant with expertise in Internal Audit within the Financial Services sector, specializing in evaluating the...financial institutions. By joining our rapidly growing Risk Advisory practice you will serve as a trusted partner… more
- PJT Partners, Inc. (New York, NY)
- …and special situations and private fund advisory and placement services to corporations, financial sponsors, institutional investors and governments around ... the world. We offer a unique portfolio of advisory services designed to help our clients...team focuses on a diverse set of industries, including financial sponsors, GP advisory , financial … more
- Deutsche Bank (New York, NY)
- …New York, NY Overview Our Origination & Advisory offering consists of comprehensive financial advisory and capital raising services - including Mergers & ... Job Description: Job Title: IB - Origination & Advisory - Banker - Mergers & Acquisitions Corporate...debt and equity capital markets platforms. Our range of services and strong presence across the globe enables us… more
- Baker Tilly (Frisco, TX)
- …will have: Two (2) plus years' experience in a large accounting firm in audit, financial advisory service line Bachelor's degree in accounting, finance or ... offerings: Finance Performance Improvement Business Analytics and Decision Support Financial Accounting Advisory Services Transaction Support… more
- USAA (Phoenix, AZ)
- …the USAA representative to top-level executive leadership from large and complex Financial Services /Sub- Advisory organizations to build and provide ... our mission is to empower our members to achieve financial security through highly competitive products, exceptional service...the areas of Property and casualty, life insurance or financial services industry CFP certification The above… more
- Houlihan Lokey, Inc. (Houston, TX)
- …and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services . The firm is the No. 1 investment bank for all ... Business Unit: Financial and Valuation Advisory Industry: Portfolio...of services , including the Transaction Opinions, Transaction Advisory Services , Corporate Valuation Advisory … more
- Voya Financial Advisors (Memphis, TN)
- …Turnkey marketing services Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. ... to put forth the efforts necessary to become a top producer in the Financial Services Industry Qualified candidates are expected to have the following skills:… more
- PJT Partners, Inc. (New York, NY)
- …and special situations and private fund advisory and placement services to corporations, financial sponsors, institutional investors and governments around ... the world. We offer a unique portfolio of advisory services designed to help our clients...retain current shareholders and appeal to prospective shareholders Build financial models and conduct detailed financial and… more
- Wealth Enhancement Group (Tarrytown, NY)
- … that exceeds our clients' expectations. Primary Job Functions Work with the financial advisory team to actively manage client relationships with excellent ... far beyond the standard approach. We proudly provide unique financial plans and investment management services to...service Assist the Financial Advisor during client… more
- Legend Biotech USA, Inc. (Baton Rouge, LA)
- …with implementation and engagement of key opinion leader participation in advisory boards, consultant meetings, and other scientific meetings.Collect and communicate ... Legend Biotech at Hematology/Oncology scientific meetings including congresses, symposia, advisory boards, and investigator meetings. Interpret and report findings… more
- ElevateHR Solutions LLC (San Marcos, CA)
- …Senior Associate to Director level with expertise in Tax, Audit, Business Valuation, or Financial Advisory . This is an in-office role with potential hybrid ... tax planning. Audit & Assurance: Lead audits, reviews, and compilations for financial statement accuracy. Business Valuation & Advisory : Conduct valuations, cash… more
- Oxfam America (Boston, MA)
- …and experience working in a highly matrixed organization. Facility with coaching and providing advisory services using financial data to more staff. Strong ... VA, MD, NC or DC. Job Description The Senior Financial Analyst will manage and provide oversight of processes...providing accurate office /support budget line items. High-level Customer Service Provide a strong customer service orientation… more
- Robert W Baird & Co (Nashville, TN)
- …projects as necessary. What makes this opportunity great: In partnership with the Financial Advisory Team, you will participate in client meetings and reviews. ... The Associate Financial Advisor provides specialized services to... Advisor, you will: Operate within the team's client service and wealth management strategy to ensure high quality… more
- Jet Support Services, Inc. (Chicago, IL)
- …Services , Inc. (JSSI) has been the leading independent provider of maintenance support, advisory services , software, and financial tools to the business ... the right aircraft to tracking your maintenance, inventory, and MRO projects. Advisory Services . Objective insights and independent technical advice from a… more
- Empower Annuity Insurance Company of America (Moosic, PA)
- …savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services , potential company discretionary contribution, and ... collaboration with a team of associates and launch your financial services career in our call center!...Partner with our team and clients to: Provide excellent service within our call center for our customers' retirement… more
- Suncoast Credit Union (Cape Coral, FL)
- …solutions for individuals, families, and business owners. Key responsibilities include executing financial planning and financial advisory concepts to ... CFP, ChFC, CRPC, etc.) *Minimum of 5 years of financial planning, investment advisory , or wealth management...software applications required to perform job duties Skills Customer Service Networking Sales Benefits Financial Well-Being: 401K… more
- Marsh Berry (Grand Rapids, MI)
- …banking, transaction advisory , corporate development, law, assurance services , financial consulting, or financial services . Proven experience in ... plan advisors. Our services include but are not limited to financial , operational, sales management, merger and acquisition advisory , peer-to-peer exchange… more
