- SolomonEdwards (Tallahassee, FL)
- …. 7+ years of relevant experience in audit or model risk validation. . CFA and/or FRM certifications preferred. . Prior experience with credit adjudication models is ... essential. . Exposure to AI-driven model environments is a plus. **Skills and Job-Specific Competencies:** . Proficiency in SAS and Python for data analytics and model validation. . Strong understanding of risk modeling frameworks (credit, market, liquidity,… more
- Bank of America (Miami, FL)
- …start date) **Desired skills:** * MBA or Post-Graduate Degree preferred * CFP, CPA, CFA , CTFA, CFM or JD a significant plus **Skills:** + Business Development + ... Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration + Decision Making… more
- Robert Half Management Resources (Tampa, FL)
- …Certifications (Not Required) + Certified Treasury Professional (CTP) + CPA or CFA designation Robert Half is the world's first and largest specialized talent ... solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer… more
- Deloitte (Tampa, FL)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... MST, MAcc, LLM, or JD, or related field + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences + Previous Big 4 or… more
- Deloitte (Tampa, FL)
- …Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) Preferred: + Advanced degree such as MST or MAcc + Mid-Level to ... Advanced skills in MS Project, Word, Excel, and Tax Depreciation Software + Self-starter with demonstrated ability to effectively handle multiple, competing priorities + Experience in coaching and mentoring junior colleagues + Self-starter with demonstrated… more
- Deloitte (Tampa, FL)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Aptitude in MS Project, Word, Excel, and Visio + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of… more
- Deloitte (Lake Mary, FL)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or… more
- NextEra Energy (Juno Beach, FL)
- …Accounting / Finance + Certified Public Accountant (CPA) + Chartered Financial Analyst ( CFA ) NextEra Energy offers a wide range of benefits to support our employees ... and their eligible family members. Clickto learn more. **Employee Group:** Exempt **Employee Type:** Full Time **Job Category:** Finance, Accounting & Business Analytics **Organization:** NextEra Energy Resources, LLC **Relocation Provided:** No NextEra Energy… more
- TIAA (Gainesville, FL)
- …Qualifications:** + 7+ years working directly with wealth management clients + CFA , CFP Certification **PLEASE NOTE:** TIAA's Portfolio Manager - Private Asset ... Management is an individual client-facing, investment manager opportunity (wealth management). **Candidates should possess this level of experience for further consideration.** Related Skills Change Management, Client Financial Planning, Client Relationship… more
- Truist (Winter Park, FL)
- …in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. ( CFA ), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial ... Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant(R). 4. Completion of Leadership Development Program or Banking School such as Truist Leadership Development… more