- Cherry Bekaert (Coral Gables, FL)
- …communication skills + Ability to travel up to 40% as needed **Preferred:** + CPA, CFA , or MBA designation + Experience with Power BI, Tableau, or similar ... visualization tools + Familiarity with private equity operating models and reporting requirements + Experience with cash flow modeling and liquidity planning + Ability to troubleshoot and solve reconciliation and variance issues + Comfortable working in hybrid… more
- Oracle (Tallahassee, FL)
- …experience in large, complex, multi-region go-to-market organizations. + Certifications: CPA, CFA , or MBA preferred. **Key performance indicators** + Forecast ... accuracy (OPEX/HC and commissions) + Close timeliness and quality of variance bridges/insights + Executive stakeholder satisfaction and decision velocity + ROI and productivity improvements from spend and headcount deployment + Team engagement, capability… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …develop solutions **Educational/Previous Experience Requirements** + Undergraduate degree in Finance or Economics; CFA or MBA candidates a plus with 6-8 years of ... financial industry experience + An equivalent combination of experience, education, and/or training as approved by Human Resources **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied + Series 7 required more
- Citigroup (Miami, FL)
- …years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires advanced ... judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions,assumptions or current knowledge of sophisticated areas.ated areas. + US Only: S7, S66 (or 63 & 65) & S31; NOTE:… more
- Vaco (Orlando, FL)
- …+ Experience in a staffing, recruiting, or consulting role highly preferred. + CPA, CFA , MBA or other professional designation a plus. **Technical Skills:** + ... Must have working knowledge of MS Office Suite + Experience with Bullhorn preferred. **Basic Skills:** + Able to work with a sense of urgency and meet tight deadlines; Organized, detailed, and results driven. **Travel** : <10% -Occasional travel to annual… more
- Truist (Jupiter, FL)
- …applicable NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA , CPA, JD or MBA * Completion or enrollment in certification ... programs such as CFA , CFP, CPWA and CPA * 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a… more
- Arena Investors LP (Jacksonville, FL)
- …banking capacity or direct lending/credit hedge fund role with formal credit training * MBA or CFA a plus *Strong quantitative and qualitative skills *Strong ... modeling skills and the ability to think flexibly, while analyzing a variety of situations; effective multi-tasker *Undergraduate degree from a top institution with a record of academic achievement - US GPA minimum requirement of 3.5 *Excellent oral and… more
- JPMorgan Chase (Tampa, FL)
- …within 120 days of start date **Preferred Qualifications, Capabilities, and Skills** + MBA or CFA preferred + Sales experience including: profiling, overcoming ... objections, negotiation, team selling approach, closing the sale and asking for referrals. + Meaningful experience and/or knowledge of hedge funds, private equity and alternative investments. + Able to execute trades smoothly and seamlessly in regard to… more
- Truist (Tampa, FL)
- …and licenses required for this position. 7. 8. Preferred Qualifications: 9. MBA / CFA and/or equivalent professional designation 10. Combination of buy and ... sell-side experience **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though… more
- Deloitte (Jacksonville, FL)
- …the work you do and the clients and industries/sectors you serve Preferred: + An MBA , CPA, CFA , or advanced degree + Recent experience working in a professional ... Bachelor's degree and 4+ years consulting and/or industry experience; alternatively, an MBA with 2+ years relevant work experience + Limited immigration sponsorship… more