- Bank OZK (Tampa, FL)
- …audit activities for the AML program at the product, function, or legal entity level as part of the audit annual plan and the independent testing standards for ... a wide range of internal audiences at the executive level and negotiates internally often at higher levels on...Sanctions, required. Preferred Qualifications: + Related certifications (CPA, ACA, CFA , CIA, CISA or similar), preferred, while a CAMS… more
- Citigroup (Miami, FL)
- …a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, ... often at a senior level . Some external communication is typically required. Provides advanced...Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus.… more
- Citigroup (Tampa, FL)
- The Senior Audit Manager is a senior level management position responsible for managing a complex and critical unit within Internal Audit, in coordination with the ... component of the business at a regional or country level . **Responsibilities:** + Manage a team of Internal Audit...Basel, CCAR, or CECL. + Related certifications (CPA, ACA, CFA , CIA, CISA or similar) preferred + Demonstrated successful… more
- JPMorgan Chase (Palm Beach, FL)
- …best meet the objectives of each client. The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a ... high level of service. As a Client Specialist within JP...such as an MBA or equivalent. + CFP or CFA designation. Chase is a leading financial services firm,… more
- Deloitte (Tampa, FL)
- …objectives + Ability to manage aspects of multiple work streams and train lower- level staff + Uses problem solving skills to provide alternative solutions to complex ... TeamOur Performance Improvement & Restructuring (PI&R) practice develops and leads enterprise- level Board and C-suite agendas for clients across the performance… more
- Truist (Fort Myers, FL)
- …services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding. 2. Establish ... Mass Affluent Banking experience. 3. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner… more
- Amphenol CIT (St. Augustine, FL)
- …global business; strong cross-cultural communication and relational skills. + Highest level of integrity and commitment to continuous improvement + Excellent ... LICENSES, REGISTRATIONS** Certified Public Accountant (CPA), Certified Financial Analyst ( CFA ), or equivalent designation preferred. **LANGUAGE SKILLS** Ability to… more
- Vaco (Tampa, FL)
- …and explore the **career of a** **lifetime** . **Vaco** provides elite, senior- level finance and accounting professionals for direct hire, consulting, and project ... appropriate. _The above statements describe the general nature and level of work only. They are not an exhaustive...accounting or directly relevant experience highly preferred. + CPA, CFA , MBA or other professional designation a plus. +… more
- Truist (Tampa, FL)
- …source for investment communication. Assists the Wealth Advisor in acquiring Reserve- level , prospective clients. 2. Assist Wealth Advisors with information discovery ... structure to coordinate resources, problem solve, and deliver to clients the highest level of client service. * Is intensely focused on building brand internally. a.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …contingency funding plans, and liquidity projections. + Lead business unit- level liquidity forecasting and stress testing, including scenario modeling and ... the preparation and submission of regulatory reports (eg, FFIEC) and board- level reports, ensuring accuracy, timeliness, and compliance. + Provide oversight of… more