- Deloitte (Lake Mary, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... management clients. You will identify complex tax issues and provide tax analysis for a variety of entities and their affiliates. Responsibilities will include:… more
- First Horizon Bank (Coral Gables, FL)
- …of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning , asset management and prudent investment ... actions for the client. Combines technical knowledge with fact finding and analysis to develop advice-driven solutions for clients. Explains complicated concepts to… more
- Carnival Cruise Line (Miami, FL)
- …corporation working groups, ship and office audits. Act as a key advisor to senior leadership, cross-functional teams, and shipboard personnel, ensuring informed ... MARPOL, ISM Code, and classification society requirements. + Lead the strategic planning and execution of ship growth initiatives, including the coordination of… more
- Parker Hannifin Corporation (Naples, FL)
- …leave, short and long-term disability programs, adoption assistance, a Care.com membership and financial planning assistance are provided at no cost to you. + ... for aerospace/defense and industrial applications. By leveraging our expertise in analysis , atomization, combustion, fluid metering, and control - coupled with… more
- Deloitte (Miami, FL)
- …to meet specific client requirements such as business case, pricing, or complex financial and technical analysis , and interpreting and reporting on outputs + ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Antech Diagnostics (Pensacola, FL)
- …Mars Science and Diagnostic ("SDx") offerings. The DSM will serve as an advisor , leader, and technical expert to support peer mentorships and will support ... to demonstrate respect for client time by including thorough analysis in client meetings. + Build and maintain relationships...sales performance with a track record of prospecting, pre-call planning and closing deals. + Works on problems of… more
- Deloitte (Tampa, FL)
- …day interactions with executive clients and sponsors + Delivery: Gain trusted advisor status with customers and client prospects by understanding their business and ... overseeing the collection and documentation of business requirements, leading fit-gap analysis , as-is and to-be business process designs, conference room pilots… more
- Mastercard (Miami, FL)
- …marketing, platforms, information, loyalty and risk management services to financial institutions, retailers, and governments worldwide. The Services team is ... * Act as trusted business partner and project management advisor for project managers, consulting on escalations and advising...or standards that support the business * Lead change planning and execution across several initiatives within D &… more
- Anywhere Real Estate (Orlando, FL)
- …increase market share. + Lead complex consulting engagements involving financial analysis expense management, and business planning to drive revenue growth. ... + Benchmark goal setting by conducting business planning , including benchmarking key metrics and setting strategic goals...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …strategies implemented + Acts as the expert in understanding the Prospective Advisor target audience. Crafts the prospect journey throughout the sales funnel, from ... a consistent messaging experience for each target audience - clients and financial advisors. + Prepares cost estimates and oversees budgets for campaigns, vendor… more