- Oracle (Tallahassee, FL)
- …modeling/analysis. + Partner closely with senior executives (SVPs, EVPs, President level ) to translate complex financial and operational concepts into concise, ... leaders. + Strong executive presence and communication skills; able to produce Exec level materials and present to SVP, EVP, and President- level leaders with… more
- Regions Bank (Clearwater, FL)
- …Leverage resources to maintain and increase efficiency to focus on clients at an effective level + Address and respond to all risk related items in a timely fashion ... and other risk reports + Execute the Regions Client Experience at an advanced level + Initiates and monitors required actions related to modeling and trading of… more
- American Heart Association (St. Petersburg, FL)
- …LinkedIn, Instagram, Facebook, X, and at heart.jobs. **Responsibilities** This senior- level fundraising position engages with professional estate planning and wealth ... leadership, and management capabilities in a comprehensive development environment, high level of motivation and assertiveness. + Daily working knowledge of MS… 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
- Oracle (Tallahassee, FL)
- …finance, accounting or consulting (3+ years) + Experience with financial modeling, CFA candidates preferred + Advanced Microsoft Excel - specifically data tables, ... problem-solving skills + Strong written and oral communications with level of details appropriate towards target audience + Attention...or as long as the job remains posted. Career Level - IC4 **About Us** As a world leader… more
- Citigroup (Tampa, FL)
- The Fund Accounting Manager is an intermediate management level position responsible for providing full leadership and direction to a team of employees, leading a ... these standards. **Qualifications:** + 5-8 years of relevant experience + Chartered Accountant/ CFA /MBA + Experience in accounting or related field + Knowledge of… more
- Truist (Tampa, 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
- Bank of America (Palm Beach, FL)
- …specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific ... * MBA or Post-Graduate Degree preferred * CFP, CPA, CFA , CTFA, CFM or JD a significant plus **Skills:**...for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …on objectives with minimal oversight, a strong attention to detail, a high level of professionalism, and with appropriate timeliness. * Perform other duties and ... projects to complete work efficiently. * Provide a high level of customer service, and address and resolve escalated...that an exemption or grandfathering cannot be applied * Required: Series 7 * Preferred: CAIA, CFP, CFA , or… more
- Deloitte (Boca Raton, FL)
- …Securities (RMBS) and Collateralized Loan Obligations (CLO). Our services include asset- level file review, cash flow modeling, asset and bond analytics, and ... + Execute collateral analysis and stratification and develop detailed loan and pool- level analytical reports using proprietary or Excel-based models. + Model and… more