- Evolent (Tallahassee, FL)
- …Business, or a related quantitative field. * 8+ years of experience in FP&A, investment banking, accounting, or a related finance role. * Proven ability to ... Director of FP&A (Services) to join our team of Finance professionals working to advance Evolent's mission. This role...This is a high-impact, leadership role for a strategic finance professional who will act as the go-to partner… more
- Deloitte (Lake Mary, FL)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax ... trainings. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of… more
- Truist (Orlando, FL)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Charles Schwab (Orlando, FL)
- …or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.** Investment Professionals' Compensation | Charles ... creative problem solving, helping us "challenge the status quo" and transform the finance industry together._ Schwab's branch team is at the heart of our firm's… more
- Robert Half Finance & Accounting (Delray Beach, FL)
- …and co- investment opportunities. Requirements * Bachelor's degree in Accounting, Finance , or a related field. * Proven experience in property accounting, ... preferably within a real estate or investment environment. * Proficiency in Yardi, MRI, Onesite or...We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and… more
- Robert Half Finance & Accounting (Boca Raton, FL)
- …general ledger accounting, and assisting with fund accounting for our diverse investment portfolios. The ideal candidate will bring a strong foundation in public ... financial statements and management reporting packages. * Monitor and record investment activities, including capital calls, distributions, and management fees. *… more
- NextEra Energy (Juno Beach, FL)
- …energy - NextEra Energy. The group is responsible for engaging with the investment banks and counterparties during the deal process in order to negotiate terms ... structuring of complex transactions + Build relationships with industry executives, investment banks, and financial advisors + Oversee financial and strategic… more
- NextEra Energy (Juno Beach, FL)
- …Overview** Employees in this role perform financial due diligence and prepare investment valuations of acquisitions and greenfield projects in the energy industry. ... with limited supervision to identify and analyze the impact of relevant investment , environmental and/or business issues facing NextEra Energy on the company's… more
- Wells Fargo (Winter Park, FL)
- …this role:** Wells Fargo is seeking a **Market Growth Director** in Wealth and Investment Management as part of Wells Fargo Advisors. This role is part of the ... sales and Advisor participation across a wide range of Wells Fargo Wealth Investment Management products to include investment sales, full balance sheet… more
- Regions Bank (Orlando, FL)
- …for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and ... and solutions for the development and on-going maintenance of complex investment allocations, goals and objectives; typically manages large and/or complex client… more