- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and deadlines in a fast-paced work environment with frequent interruptions. + Lead others in providing a high level of customer service. CPA and CFA not required ... + Implements and supervises bank account management, including opening and closing, documentation, reporting and problem solving. + Establishes and maintains relationships with financial institutions to manage placement of business and leveraging for services,… more
- Bank OZK (Tampa, FL)
- …KYC, AML, Risk Assessment and Sanctions, required. Preferred Qualifications: + Related certifications ( CPA , ACA, CFA , CIA, CISA or similar), preferred, while a ... CAMS certification, strongly preferred. + 1+ year in a supervisor, manager, or leadership role, preferred. + 1+ years of work experience with auditing software (TeamMate+), preferred. Job Expectations Job Expectations: O perate customary equipment and… more
- Citigroup (Tampa, FL)
- …master's degree in finance, Business, Economics, or a related field. Advanced certifications (eg, CFA , CPA , FRM) are highly desirable. + 10+ years of experience ... in regulatory reporting, quality assurance, or compliance within the financial services industry, with specific experience in Wealth Management. + In-depth knowledge of global regulatory frameworks (eg, Dodd-Frank, EMIR, MiFID II, FATCA, CRS) and the ability… more
- Vaco (Tampa, FL)
- …tax, and/or public accounting or directly relevant experience highly preferred. + CPA , CFA , MBA or other professional designation a plus. + Previous ... experience in recruiting or business development a plus. **Location** **: In** **office.** Hybrid/Remote option may be considered with Management approval. **Travel Requirements:** Less than 5% (almost no travel) **Physical Demands:** The physical demands… more
- Citigroup (Tampa, FL)
- …including conducting audits and managing audit entities, is required. + Related certifications ( CPA , ACA, CFA , CIA, CISA or similar) preferred. + Experience ... providing timely, high-quality and insightful audit deliverables for senior management under tight deadlines. + Consistently demonstrates clear and concise written and verbal communication. **Job Family Group:** Business Strategy, Management & Administration… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …~or~ * Any equivalent combination of experience, education, and/or training approved by Human Resources **Licenses/Certifications:** * Prefer CAIA, CFA , or CPA ... **Job Summary:** Under very limited supervision, the Senior Associate of Alternative Investment Operational Due Diligence utilizes specialized knowledge and skills obtained through direct work experience and formal training to develop and maintain an… more
- Signature Aviation (Orlando, FL)
- …scenario analysis. + Certification in data analytics or financial management (eg, CFA , CPA ). **Additional knowledge and skills:** + Excellent communication and ... elevated experiences to those we serve. As a premier hospitality organization and a certified Great Place to Work (TM) , we are committed to redefining private air… more
- Zurich NA (Tallahassee, FL)
- …quantitative data Preferred Qualifications: + Credit Risk Management + Insurance industry experience + CPA , CPCU, CFA or MBA + Strong analytical skills + Strong ... verbal and written communication skills At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits… more
- Citigroup (Fort Lauderdale, FL)
- …preferably gained at either Citigroup or at a major financial institution + An MBA, CPA , CFA or formal Credit Training is a plus + Formal credit officer ... approval authority experience is a plus. Candidates should be seeking or are expected to seek an SCO title. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Risk Management **Job Family:** Portfolio Credit Risk… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …financial and regulatory information to all levels of management. **Licenses/Certifications** + MBA, CPA or CFA preferred + Series 99, or ability to obtain ... within 120 days (as required by FINRA), may be required depending on assigned functional area. **Travel Required:** Yes, 5 % of the Time more