- Truist (Tampa, FL)
- …reviews conducted by partners within the firm. + Review Reg BI advisor documentation per current policies and procedures to ensure compliance with regulation. ... knowledge of retail brokerage and investment advisory industry rules, regulations and operations . + Strong organizational skills and the ability to multi-task. +… more
- MUFG (Tampa, FL)
- …team will provide more details. **Job Description:** Within our Procurement and Finance Operations ' system team, this position will require deep expertise ... analysis, experience, and a risk mindset, you will serve as a trusted advisor who routinely solves complex business problems and delivers against milestones. In the… more
- Deloitte (Miami, FL)
- …gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Business ... 2-3 days per week + Bachelor's degree in accounting, finance , or related field + 5+ years' experience in...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more
- Anywhere Real Estate (Miami, FL)
- …with the C&TC's independent consultant. + In close partnership with Legal & Finance , lead the preparation and review of executive compensation disclosures for the ... strategy. Drive simplification and automation in plan design and operations . Build strong measurement tools to ensure efficacy of...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more