- Regions Bank (Atlanta, GA)
- …+ Advanced degree (eg, Juris Doctorate ( JD ), Master of Laws (LLM), Certified Public Accountant ( CPA ), Master of Business Administration ( MBA ... ) or Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited… more
- CUNY (Bronx, NY)
- …Doctorate in Accounting or Master's degree ( MBA preferred) and an active Certified Public Accountant ( CPA ) license. For Paralegal Studies, ... and the ability to teach successfully. Preferred Qualification Master's degree or JD without Bar Association admission, in area(s) of expertise Also required for… more
- Walmart (Bentonville, AR)
- …degree in Tax + Juris Doctorate ( JD ) + Master of Laws (LL.M.) + Certified Public Accountant ( CPA ) + 4 years' experience in international tax ... degree in Accounting or Finance + You have an MBA or master's in accountancy or Tax or a...Accounting, Masters: Business, Masters: Economics, Masters: Finance, Masters: Law Certified Public Accountant ( CPA… more
- Truist (Houston, TX)
- …Planner, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant * Completion of established management ... the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys,...* Ability to travel, occasionally overnight Preferred Qualifications: * MBA , JD , CPA , CFA or… more
- M&T Bank (West Hartford, CT)
- …CTFA, CPA designation MBA (Master's degree in Business Administration) or JD ( Juris Doctor ) \#LI-LA1 \#wealth \#Wilmingtontrust M&T Bank is committed ... to fair, competitive, and market-informed pay for our employees. The pay range for this position is $143,874.91 - $239,791.52 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific… more
- First National Bank of Omaha (Yankton, SD)
- …Role:** Required Qualifications: + Bachelor's degree in Business Administration or related field. + MBA or Juris Doctor degree is preferred. + Additional 5+ ... and personal. Additional Qualifications: Certifications or accreditations such as a CRPC, CFP, CPA , CFA, CWS, CTFA, CFM are helpful. * Will also consider candidates… more
- Umpqua Bank (Henderson, NV)
- …**About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD , preferred. + 5-10 years of experience in banking and wealth ... new client relationships with Umpqua Banking partners and external CPA 's and Attorney's. A team of specialists support these...make critical decisions independently. + Professional designation such as JD , MBA , MSF, CFA, or CFP is… more
- AON (New York, NY)
- …obtain. + Insurance experience strongly preferred. Preferred Experience: + CPCU a plus + MBA , CPA or JD a plus Education: + Bachelor's degree in related ... + Insurance experience strongly preferred. Preferred Experience: + CPCU a plus + MBA , CPA or JD a plus Education: + Bachelor's degree in related field How we… more
- AON (Philadelphia, PA)
- …years of professional experience, including at least six years in a consulting capacity . CPA , JD , MBA and/or CEP designations are desirable. The successful ... professional experience, including at least six years in a consulting capacity . CPA , JD , MBA and/or CEP designations are desirable. The successful candidate… more
- Umpqua Bank (Portland, OR)
- …**About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD , preferred. + 5-10 years of experience in banking and wealth ... new client relationships with Umpqua Banking partners and external CPA 's and Attorney's. A team of specialists support these...make critical decisions independently. + Professional designation such as JD , MBA , MSF, CFA, or CFP is… more
- AON (St. Louis, MO)
- …years of insurance experience strongly preferred. Preferred Experience: + CPCU a plus + MBA , CPA or JD a plus Education: + Bachelor's degree in related field ... insurance experience strongly preferred. Preferred Experience: + CPCU a plus + MBA , CPA or JD a plus Education: + Bachelor's degree in related field We are… more
- Quanta Services (Heber City, UT)
- …You'll Bring Required Qualifications: + Bachelor's degree in Accounting, Finance, or related field; CPA or MBA preferred. + Minimum of 5 years' experience in ... ensures accurate reporting through the use of systems like JD Edwards (JDE) and Ecosys. **Must be willing to...and margin performance. Systems and Process Optimization + Utilize JD Edwards (JDE) and Ecosys to maintain data integrity,… more
- Truist (Mclean, VA)
- …as well as the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys, civic associations and other ... Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA, CPA , JD or MBA * Completion or enrollment in certification programs such as… more
- Truist (Chattanooga, TN)
- …as well as the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys, civic associations and other ... Bachelor's Degree in Business, Finance or Economics + CFP preferred or CTFA, CFA, CPA , JD or MBA + Completion or enrollment in certification programs such as… more
- Alexandria Real Estate Equities, Inc (Pasadena, CA)
- … accounting experience highly preferred + Understanding of lease accounting highly preferred + CPA , CFA, or MBA preferred + 2+ years of related experience ... projection model + Periodic upload of projection data into JD Edwards and subsequent fluctuation analyses + Prepare financial...Experience with Argus is a plus + Experience with JD Edwards is a plus + The expected base… more
- Truist (Asheville, NC)
- …as well as the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys, civic associations and other ... Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA, CPA , JD or MBA * 10 or more years of sales and client management experience in… more
- Huntington National Bank (Clayton, MO)
- …emotional intelligence in a division undergoing change; . Advanced degree or certification (eg, JD , MBA , CPA , CFA, etc.) or equivalent experience; . ... tax returns through timely review and comment. Annually confirm engagement of CPA firms and track progress of deliverables. . Evaluate proposed annual budgets… more
- C&W Services (New York, NY)
- …MBA with significant work experience in an accounting or operational finance function. + CPA or MBA ideal but not required. Cushman & Wakefield also provides ... processes and controls; improving transactional efficiencies, and leveraging of ERP systems ( JD Edwards ideal but not required) + Ability to analyze results… more
- M&T Bank (Wilmington, DE)
- …to multi-task. Ability to apply critical thinking skills. **Education and Experience Preferred:** MBA , CPA or JD . Experience in financial reporting, audit, ... years accounting, audit, or corporate reporting experience in lieu of degree. MBA and/or additional advanced degree. Minimum seven (7) years relevant work… more
- First National Bank of Omaha (Omaha, NE)
- …degrees such as a CRPC, CFP, CPA , CFA, CWS, CTFA, CFM or MBA , JD or ability to earn accreditation **Compensation:** Compensation range (base pay): ... **The Ideal Candidate for This Role:** **Minimum Qualifications:** Bachelor's degree required, MBA helpful, plus 10+ years of experience in the Wealth Management… more