- Deloitte (Tampa, FL)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address ... spectrum of tax services to a broad range of Investment Management companies. Our clients include ...+ Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) + Ability to… more
- Deloitte (Jacksonville, FL)
- …development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address ... spectrum of tax services to a broad range of Investment Management companies. Our clients include ...+ Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced… more
- NextEra Energy (Juno Beach, FL)
- …complex analytical issues and distill them into simple to understand analysis for management decision making, communicating the key investment benefits and risks ... and stakeholders. Our team is skilled in market analysis, trading, risk management and delivering tailored customer solutions across North America. If you are… more
- Robert Half Management Resources (Tampa, FL)
- …is a plus. Skills & Competencies + Strong understanding of cash flow management , financial instruments, and debt/ investment principles. + Advanced proficiency in ... team. This role is critical in supporting the organization's liquidity management , cash forecasting, debt compliance, and banking operations. The ideal candidate… more
- Citigroup (Fort Lauderdale, FL)
- …of the risks. Focus on understanding the client's financial strength, investment objectives, risk tolerance, investment /collateral portfolio characteristics, etc ... Citi's North American Wealth clients + Assist with portfolio management activities, including limits, stress testing, portfolio reviews, and...at a major financial institution + An MBA, CPA, CFA or formal Credit Training is a plus +… more
- US Bank (Fort Lauderdale, FL)
- …high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a ... industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all...- Extensive knowledge of US Bancorp Banking, Trust, and Investment products and services - Ability to partner with… more
- JPMorgan Chase (Palm Beach, FL)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner ... behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA , or CFP preferred + Proactive, takes initiative, and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- TECO Energy (Tampa, FL)
- …and periodic forecasts of Tampa Electric and TECO Energy. This includes management of a three-statement financial model (ie, Income Statement, Balance Sheet, and ... key stakeholders and Emera Investor Relations in support of credit and investment analyst requests. Perform research on industry and competitor trends, benchmark our… more
- Bethel Farms LLLP (Arcadia, FL)
- …transactions, etc.) * Support the due diligence process, including data room management , coordinating internal team reviews, and summarizing key findings * Evaluate ... synergy potential of acquisition targets * Prepare presentations and investment memoranda for senior leadership and board members *...Finance, Economics, Business, or a related field; MBA or CPA/ CFA is a plus * 2 years of experience… more
- Jabil (St. Petersburg, FL)
- …of capital planning, working capital, FX, interest rate, credit and liquidity management to support the company's strategic growth and financial goals. The Senior ... RESPONSIBILITIES + Support team on equity and debt financing activities, debt management , loan compliance, reporting & forecasting, reporting to the Manager, Capital… more