- Cherry Bekaert (Coral Gables, FL)
- …customer, or business unit + Working capital and liquidity analysis + Department- level spend and revenue trend analysis + Client interviews and stakeholder ... skills + Ability to travel up to 40% as needed **Preferred:** + CPA, CFA , or MBA designation + Experience with Power BI, Tableau, or similar visualization tools… more
- Deloitte (Miami, FL)
- …& Commercial Management (CCM) Certification Program + Certified Financial Analyst ( CFA ) + PMI Agile Certified Practitioner (Project Management Institute-ACP) + ... Data Scientist + DocuSign (Workflow Manager, E-signature, CLM, etc.) + iCertis + Onit Product Suite ( Level 2 and above) + Conga CLM + Agiloft, + Sirion Labs + Kira +… more
- Deloitte (Tampa, FL)
- …help clients optimize their tax functions and take strategy to the next level . (1) Learn more about Deloitte Business Tax Services. Qualifications Required: + ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as… more
- UMB Bank (Tallahassee, FL)
- …unparallelled customer experience to externa clients andid internal associates + CFA , CIMA, QPFC, CFP preferred **Compensation Range:** $110,250.00 - $235,810.00 ... this role, but the actual compensation may vary by geographic location, experience level , and other job-related factors. In addition, this range does not encompass… more
- Truist (Orlando, FL)
- …etc.) 12. Participate in campaigns or volunteer at committee or board level within legal-focused non-profits within local market. 13. Support LSG teammates through ... communication skills 8. Strong Microsoft Office skills Preferred Qualifications: 1. CFA , CIMA,, CTP or similar designation. MBA or other advanced post-graduate… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and with external business contacts. + Provide a high level of customer service. **Educational/Previous Experience Requirements** **Education/Previous Experience** + ... that an exemption or grandfathering cannot be applied. + FINRA Series 7 license, Series 52 license + A desire to pursue the CFA is encouraged **Travel Required:** No more
- WTW (Tampa, FL)
- …+ Undergraduate degree along with progress towards relevant professional qualifications such as CFA , AIF, CRPS, CIMA, etc. + 5 or more years of progressive ... Benefits:** Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and… more
- Deloitte (Jacksonville, FL)
- …Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) Preferred: + Advanced degree such as MST or MAcc + Mid- Level ... to Advanced skills in MS Project, Word, Excel, and Tax Depreciation Software + Self-starter with demonstrated ability to effectively handle multiple, competing priorities + Experience in coaching and mentoring junior colleagues + Self-starter with… more
- Deloitte (Jacksonville, FL)
- …tax analyses for a variety of entities and their affiliates; and perform detail- level reviews of tax research, regulated investment company (RIC) tax work papers, ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as… more
- Deloitte (Miami, FL)
- …help clients optimize their tax functions and take strategy to the next level . Learn more about Deloitte Business Tax Services . Qualifications Required + Ability ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as… more