- JPMorgan Chase (New York, NY)
- …Capabilities, and Skills:** + Experience preferably in the financial services industry. + CFA , CPA, MBA a plus + Prior experience with key financial tools preferred ... (Essbase, IBM Planning Analytics, etc). **NOTE: This position is not eligible for sponsorshi** p JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's… more
- CP Unlimited (Yonkers, NY)
- …Care Manager and other outside service providers. + For ICFs: Prepare annual CFA 's and summaries, Coordinate/conduct all IDT meetings - ensure completion and receipt ... of necessary reports 2 weeks in advance + For IRAs: Attend Life Plan meetings, Write/certify monthly notes, Staff Action Plans, etc. + Ensure the follow-up of recommendations stemming from reviews/special meetings. + Ensure least restrictive interventions or… more
- Bank of America (New York, NY)
- …Bank of America. * Working knowledge of Excel, Word, Power Point * MBA, MS, JD, or CFA preferred Must have a 7 and 66 or achieve the licenses within 120 days + ... Analytical Thinking + Attention to Detail + Causation Analysis + Presentation Skills + Research + Critical Thinking + Oral Communications + Written Communications + Active Listening + Data Quality Management + Trading and Investment Analysis **Shift:** 1st… more
- Grant Thornton (Melville, NY)
- …function servicing clients at a national level. + Relevant certification such as a CPA, CFA , CVA, ABV, AVA or ASA required. If you do not hold a relevant ... certification at time of hire, you must be able to earn one within 18 months of starting with Grant Thornton. + Prior business development and sales experience is required. + Prior experience in practice and team development is required. + Prior consulting… more
- Deloitte (New York, NY)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... MST, JD, or LLM + Prior Big 4 experience + Strong communication, interpersonal, and organizational skills + Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projects… more
- NeueHouse (New York, NY)
- …Bachelor's degree in finance or accounting or related field. + MBA, CPA, or CFA qualifications preferred but not required. + Minimum of 7 years of progressive ... experience in financial planning and analysis, with at least 5 years in a leadership role, preferably within the hospitality industry. + Proven track record of success in financial management, budgeting, forecasting, and business analysis, preferably within a… more
- New York State Civil Service (NY)
- …in your caseload, complete: a review of the medical section Life Plan/ CFA , medication audit (each home/day program).*Participates in Nurse on call rotation.*Obtain ... individual's informed consent for medications, as per BDDSO Policy.*Completes required medication error documentation and staff medication error remediation.Maintains professional skills.*Attends Nursing Discipline meetings.*Attends/completes online mandated… more
- Bank of America (New York, NY)
- …of working in a large global bank + Chartered Financial Analyst ( CFA ), Certified Public Accountants (CPA), Financial Risk Manager (FRM), Certified Internal Auditor ... (CIA) or relevant qualifications **Skills:** + Analytical Thinking + Audit Planning + Internal Audit Review + Issue Management + Risk Management + Attention to Detail + Automation + Business Acumen + Project Management + Technical Documentation + Coaching +… more
- KeyBank (New York, NY)
- …or weekends as needed. **Education:** + Bachelor's degree or equivalent experience required; CFA or CPA is a plus. _This job description provides a high-level ... overview of the type of work performed. Other job-related duties may be assigned as required_ COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $80,000 to $90,000 annually depending on location and job-related factors… more
- MUFG (New York, NY)
- …+ Bachelor's degree in a related field such as accounting, finance. + MBA/ CFA , a plus + **3-5 years** working experience in large financial institutions, credit and ... risk related function in equivalent organizations analyzing general corporate customers and making credit recommendations or other financial related roles such as M&A in accounting firms, business analysis in accounting/ consulting firms, analyzing… more