- Citigroup (New York, NY)
- …helping to educate Citi Wealth's global banker, investment counselor and financial advisor base on existing and newly launched opportunities to Citi Wealth's global ... and Skills + Location: New York, NY; Boston, MA + BS/BA in finance , economics, accounting, mathematics, statistics, or related field required; master's degree … more
- Citigroup (New York, NY)
- …markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. By building on the strengths and capabilities across ... of end-to-end business processes across products and platforms to drive improvement in advisor and client experience while optimizing costs + Unify data strategy and… more
- Advantech Industries Inc. (Rochester, NY)
- …Business insurances. + Other duties as assigned. SKILLS AND QUALIFICATIONS + BS/BA in Accounting/ Finance or related field; MBA preferred ; CPA a plus. + 10-15+ ... the 401(k) Administration Committee and provide guidance on plan design, advisor and recordkeeper evaluation, and compliance with statutory and regulatory changes.… more
- Robert Half Technology (New York, NY)
- …onboarding, implementation, and optimization processes while acting as a trusted advisor to ensure they achieve measurable business outcomes. You will collaborate ... * Experience with system integration, pre-sales engineering, or consulting is preferred . * Familiarity with tools like Salesforce, NetSuite, Jira, or other… more
- Wolters Kluwer (Albany, NY)
- ** Preferred candidate will be located in EST or...trends. + **Customer Engagement** + Act as a trusted advisor to C-level executives and finance leaders. ... + Translate complex financial reporting / EPM requirements into tailored software solutions. + Support strategic accounts and high-value opportunities with executive presence. + **Cross-Functional Collaboration** + Work closely with Product Management,… more
- IBM (New York, NY)
- …with clients to deliver high-quality solutions and be a trusted business advisor with deep understanding of SAP Accelerate delivery methodology or equivalent and ... warehouse processes and workflows (requisition to specify functional area - eg, finance , supply chain, etc.). - Experience with SAP S/4HANA: Strong understanding of… more
- Santander US (New York, NY)
- …and maximize profitability while minimizing risk. This role acts in a trusted advisor role to companies generating ideas, advice and solutions, usually to the larger ... essential functions. Bachelor's Degree or equivalent work experience: Business, Finance , Economics, or equivalent field. - Required. Extensive experience prospecting… more
- Deloitte (New York, NY)
- …day interactions with executive clients and sponsors and build a trusted advisor relationship. + Delivery: Manage and deliver components of client engagements that ... + A Bachelor's degree in a relevant field of study (Accounting, Finance , Computer Information System, Management Information System) + Ability to travel up… more
- Amalgamated Bank (New York, NY)
- …Skills and Experience Requirements: + Bachelor's degree in Accounting or Finance or equivalent experience + Solid knowledge of auditing principles, practices ... of the following licenses or accreditations or progress toward achievement is preferred : + Certified Public Accountant (CPA) + Certified Internal Auditor (CIA) +… more
- Anywhere Real Estate (New York, NY)
- …skills, both written and verbal. + Attention to detail and should enjoy finance and numbers. + Ability to interact successfully with both internal and external ... administrative responsibility for office operations. + Real Estate background preferred . + Notary is a plus. Anywhere Real Estate...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more