- Larson Wealth Partners, LLC (Indianapolis, IN)
- …below. Location: Indianapolis, IN About the Role Larson Financial Holdings is seeking a Senior Trader to join our Investment Team and take ownership of ... Portfolio Implementation & Coordination Work with portfolio managers to translate investment decisions into account-level trades. Manage tax -sensitive trading -… more
- Unknown (New York, NY)
- …Services Insurance Savings & Investing Consulting & Professional Services Investing Investment Management Financial Advisers Tax Services Risk Analysis Employee ... is the ability to ensure regulatory capital efficiency and strategic performance in investment decisions. Hiring Manager Title Chief Investment Officer… more
- Unknown (Oxnard, CA)
- …preference for those holding a CFP(R) designation, and a background in planning and investment with the ability to integrate tax and estate strategies. This is ... Senior Vice President, Client Advisory About the Company...President, Client Advisory About the Company Nationally recognized independent investment advisory firm Industry Investment Management Type… more
- Unknown (New York, NY)
- Senior Counsel About the Company Premier investment management firm Industry Investment Management Type Privately Held About the Role The Company is seeking ... a Senior Counsel to join its legal department. The successful...of compensation agreements, ensuring compliance with international labor laws, tax regulations, and local standards. Applicants must have a… more
- Unknown (Fargo, ND)
- …as well as the ability to manage complex problems and prioritize effectively. Hiring Manager Title Senior Legal Counsel Travel Percent Less than 10% Functions ... Senior Vice President, Chief Fiduciary Officer & Fiduciary...Specialties mortgage commercial lending banking consumer loans wealth management investment management personal insurance business insurance home loans financial… more
- Unknown (Palo Alto, CA)
- Senior Vice President, Corporate Controller About the Company Nationally recognized university healthcare & research network Industry Hospital & Health Care Type Non ... subsidiary financial reporting cycle, month-end closing, regulatory financial compliance, and tax matters. The successful candidate will be responsible for directing… more
- Unknown (Sacramento, CA)
- Senior Vice President, Business Services Executive About the Company Large national financial cooperative Industry Banking Type Non Profit Founded 1933 Employees ... 1001-5000 Categories Banking Finance Financial Services Banking & Mortgages Investment Management Insurance Banking Services Specialties consumer checking & savings… more
- Unknown (New York, NY)
- …commitment to the company's mission, and a deep understanding of the financial and investment markets. Hiring Manager Title Senior Vice President of Investor ... will be instrumental in supporting the investor relations strategy, working closely with senior leadership to engage and educate the investment community. This… more
- Unknown (Jersey City, NJ)
- …strong communication and negotiation skills, and experience in managing relationships with senior tax authority officials. A law or accounting degree is ... will be responsible for ensuring compliance and strategic planning to optimize tax efficiency. This senior role involves designing, implementing, and defending… more
- Unknown (Detroit, MI)
- …autonomous individual with a strong background in financial management, regulatory compliance, tax accounting, investment valuation, and fund accounting. The VP, ... insights to support decision-making. Key responsibilities include regulatory and tax compliance, financial reporting, treasury management, investment monitoring,… more
- Unknown (Oklahoma City, OK)
- …role in the legal and commercial integrity of its capital markets platform. This senior position is responsible for the legal transaction oversight of all tax ... equity, hybrid, and structured product investments, ensuring compliance with legal, tax , and regulatory standards. The successful candidate will lead the drafting,… more
- Vaco by Highspring (Oviedo, FL)
- …accounts to ensure accuracy, completeness, and proper classification. Work with the Senior Manager to identify and resolve discrepancies and ensure supporting ... annual budgeting process, profit planning, and forecasting activities. Collaborate with the Senior Manager to gather financial data, analyze trends, and develop… more
- Unknown (Durham, NC)
- … portfolios and treasury/cash flow management, working directly with the OCIO Manager and the Investment Committee Responsible for Foundation's ongoing ... and legacy About the Role The Chief Financial Officer (CFO) is a senior executive who is responsible for managing and leading the financial initiatives of… more
- Unknown (Richmond, VA)
- …matters to the Board of Directors and leadership team. * Work with the Investment Advisor to execute investment policy, implement investment decisions, ... investment managers/accounts, and oversee the creation of quarterly investment reports. Strategic Operations * Strategic Planning & Execution: Collaborate with… more
- Unknown (New York, NY)
- …strategic thinker with a hands-on approach, capable of partnering with external auditors, tax advisors, banks, investment managers, and internal teams. The Vice ... record in a similar high-impact role, with the ability to work effectively with senior leadership and investment partners. Travel Percent Less than 10% Functions… more
- Unknown (Miami, FL)
- …responsibility for the organization's financial management, including accounting, budgeting, audit, tax , and investment operations. This role is pivotal in ... & Philanthropy Marketplace Specialties civic leadership philanthropic services community investment professional advisors charitable giving donor solutions and grants… more
- Unknown (Hempstead, NY)
- …directing all aspects of accounting, financial reporting, treasury, and tax functions, overseeing financial planning, budgeting, and performance monitoring, and ... will also be the company's primary spokesperson with the investment community and will be expected to maintain strong...have a proven track record as a CFO or senior finance executive in a publicly traded company, with… more
- Unknown (Irvine, CA)
- …and maintaining accounting policies and procedures, and providing guidance on investment opportunities and operational decisions. Applicants for the Vice President ... have a strong knowledge of GAAP, SOX, PCAOB, and tax regulations, and experience with multi-brand portfolios and retail...be a collaborative business partner to the CFO and senior leadership team, and will be expected to build,… more
- Unknown (New York, NY)
- …well as providing recommendations on financial planning, budgeting, cash flow, and investment priorities. The CFO will also be responsible for leading the financial ... reporting. The role requires a leader who can effectively manage treasury, tax planning, and compliance, and establish strong internal controls. The CFO will… more
- Unknown (Indianapolis, IN)
- … tax consulting capital markets commercial real estate property investment distressed assets construction management commercial realtor leasing commercial real ... be expected to model the company's values, partner with senior leadership, and ensure the team is aligned with...of both clients and team members are essential. Hiring Manager Title CEO | Principal Travel Percent Less than… more
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