- Deloitte (Miami, FL)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization,… more
- Truist (St. Petersburg, FL)
- …serve as first escalation point 3. Work closely with the Wealth Advisory Group Support leader to regularly review, establish, and communicate differentiated goals ... with sales leadership and advisors to assist in sales and client acquisition activities through ongoing support, coaching and oversight of relationship management… more
- Grant Thornton (Fort Lauderdale, FL)
- …of reports (including Quality of Earnings reports) for clients that highlight the key financial findings of potential investments as well as the drivers behind ... As a Financial Due Diligence Senior Associate, you'll focus on...current knowledge in US GAAP, GAAS, SEC Reporting, transaction advisory services or mergers and acquisitions . +… more
- Deloitte (Miami, FL)
- …and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, ... business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. The team works closely with clients at… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …track record building or transforming risk functions and working with UHNW advisory businesses, structured product platforms, or alternative investments is ... other key stakeholders to evaluate the risk associated with potential mergers and acquisitions , new product offerings, and other initiatives. . Plays a central role… more
- Arena Investors LP (Jacksonville, FL)
- …distressed, illiquid and esoteric special situation transactions through originations and acquisitions of asset-oriented investments across a wide array of ... Arena Investors, LP is a global investment management firm that seeks to generate attractive...the SVP of Valuations. Responsibilities: + Work on complex financial instrument valuation engagements, including valuations of equity, debt,… more
- Cherry Bekaert (Tallahassee, FL)
- **Description** **Cherry Bekaert** has been proudly providing Accounting and Advisory services to our clients for over 75 years! We are seeking a **Property Tax ... counsel as required. + Conduct thorough due diligence for new acquisitions and dispositions, identifying potential property tax implications and opportunities. +… more
- Deloitte (Jacksonville, FL)
- …to execution, this team delivers integrated, end-to-end support and advisory services covering valuation modeling, cost optimization, restructuring, government ... business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. Work alongside clients every step of the… more
- Regions Bank (Orlando, FL)
- …At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and Investment Management client ... Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified… more
- Truist (Orlando, FL)
- …overnight. Preferred Qualifications: 1. 5 years of previous banking or other financial institutional experience 2. Strong fiduciary and investment management ... the advisor's purpose-driven advice delivery, revenue-generating activities, and client acquisition activities. 2. Support administrative fitness efforts through review… more