- CP Unlimited (Fishkill, NY)
- …follow-up of recommendations stemming from reviews/special meetings. + Prepare annual CFA 's and summaries which include a capabilities needs assessment, priority of ... needs and a summary of clinical reports, activities schedules and consumer profiles. + Ensure at least restrictive interventions or practices are utilized. + Ensure individuals identified as having practices, interventions and or adaptive equipment, which may… more
- Deloitte (New York, NY)
- …+ Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) + Professional Engineer + Ability to travel 25%, on average, based on ... the work you do and the clients and industries/sectors you serve Preferred: + Advanced degree such as MST or MAcc + Experience working in a fast-paced, team environment + Experience in coaching and mentoring junior colleagues + Experience working in a… more
- Deloitte (New York, NY)
- …+ 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 + Previous Big 4 or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Strong verbal and written communication skills The wage range for this role takes into account the wide range of factors… more
- M&T Bank (New York, NY)
- …skills + Financial Risk Manager (FRM) or Chartered Financial Analyst ( CFA ) designation + Fluency and high proficiency in econometric/statistical techniques, ... especially time-series analysis, panel data methods and logistic regression + Experience in balance sheet management and mathematical modeling of financial instruments offered by banks + Knowledge and familiarity with key aspects of model risk management and… more
- SMBC (White Plains, NY)
- …key takeaways for management review. **Qualifications and Skills** + Bachelor's Degree/ CFA /FRM preferred + 2+ years of work experience in financial services ... industry with a consulting background; Previous work experience in a Big 4 or management consulting executing risk management projects for Large US Banks or FBOs highly desired + Must have experience working with timelines and applying project management… more
- Deloitte (Rochester, NY)
- …+ 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
- Santander US (New York, NY)
- …interest in new disruptive/clean technologies Bachelor's degree, or equivalent + MBA or CFA is a plus Certifications: No Certifications listed for this job. It Would ... Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. **What Else You Need To Know** **:** The base pay range for this position is posted below and… more
- Wellington (New York, NY)
- …assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid ... holidays, volunteer, sick and vacation time) Tracing our history to 1928, Wellington Management is one of the world's largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our… more
- Wellington (New York, NY)
- …assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid ... holidays, volunteer, sick and vacation time) Tracing our history to 1928, Wellington Management is one of the world's largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our… more
- JPMorgan Chase (New York, NY)
- …preferred. + Ex-veterans with Naval experience are welcome to apply. + A CFA or Master's Degree in Business Administration would be additive. JPMorganChase, one of ... the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and Chase brands. Our history spans… more