- Evolent (Tallahassee, FL)
- …influencing strategic decisions across the business. **Qualifications (Required and Preferred ):** * Bachelor's degree in Finance , Accounting, Business, ... Director of FP&A (Services) to join our team of Finance professionals working to advance Evolent's mission. This role...stakeholders at all levels. * Act as a strategic advisor , building trusted relationships with business leaders and providing… more
- Truist (Weston, FL)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …financial advisors to drive department sales objectives and to increase financial advisor utilization. * Delivers effective presentations to large audiences. * Meets ... specific objectives related to financial advisor interaction including meetings, phone calls, zoom meetings, client meetings, in person meetings, and other metrics… more
- Humana (Tallahassee, FL)
- …Anaplan and complementary tools (eg, Power BI, Tableau). + Serve as a strategic advisor to Finance and HR leadership, helping shape the enterprise planning ... own and evolve our enterprise-wide Anaplan platform across both Workforce Planning ( Finance ) and Workforce Management (HR) domains. This role requires a rare blend… more
- Truist (Tampa, FL)
- …clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and ... 1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and prospective clients with a… more
- Deloitte (Miami, FL)
- Step into a role where you'll help shape the future of finance . As part of our Finance Transformation team, you'll collaborate with CFOs, finance leaders, ... industry insights, you'll deliver innovative, market-driven solutions that modernize finance functions, elevate performance, and drive meaningful organizational change.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred . Other combination of designations and experience ... and external business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax professionals (eg… more
- Deloitte (Miami, FL)
- Step into a role where you'll help shape the future of finance . As part of our Finance Transformation team, you'll collaborate with CFOs, finance leaders, ... industry insights, you'll deliver innovative, market-driven solutions that modernize finance functions, elevate performance, and drive meaningful organizational change.… more
- Deloitte (Miami, FL)
- Step into a role where you'll help shape the future of finance . As part of our Finance Transformation team, you'll collaborate with CFOs, finance leaders, ... industry insights, you'll deliver innovative, market-driven solutions that modernize finance functions, elevate performance, and drive meaningful organizational change.… more
- LCEC (North Fort Myers, FL)
- …Administration, Finance , Legal Studies, Compliance, or a related field. ( Preferred ) Work Experience + 7+ Years' experience in risk management, compliance, ... insurance programs, policy administration, and records management, and serves as a key advisor to executive leadership and the Board of Trustees on risk and… more