- M&T Bank (Naples, FL)
- …and Experience Preferred:** CFP ( Certified Financial Planner) and/or CTFA ( Certified Trust & Financial Advisor ) certification Exposure to and ... duties as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process… more
- Deloitte (Tampa, FL)
- …financial and operational restructuring services, turnaround and performance management , and bankruptcy administrative services to underperforming companies and ... experience strongly preferred + MBA preferred + Professional certification such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), … more
- Deloitte (Tampa, FL)
- …pushing the results down to every legal entity can be an enormous burden on financial , operational and systems management and their supporting teams. As part of ... information from data + Certified Turnaround Professional (CTP), or Certified Insolvency and Restructuring Advisor (CIRA) + Proven experience effectively… more
- First Horizon Bank (Orlando, FL)
- …advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our ... financial planning strategy to advise high net worth individuals...+ Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- First Horizon Bank (Miami Beach, FL)
- …Clients The PB Relationship Manager will provide business depository, treasury management , and business lending solutions to those individuals. In addition, you ... preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects...+ Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- AdventHealth (Altamonte Springs, FL)
- …and facility-specific HR budget strategy and serves as a contributing member of financial management for market. . Provides leadership and influence in the ... preferred in one or more of the following: Society for Human Resources Management Certified Professional (SHRM-CP), or Professional in Human Resources (PHR), or… more
- NASCO (Tallahassee, FL)
- …situations, projects and/or corporate and client landscape changes + Effective change management skills + Effective financial management skills **Preferred ... data architecture / technical teams through transformations + 3 years of financial budget management and forecasting **Required Training, Certification and… more
- AdventHealth (Altamonte Springs, FL)
- …and facility-specific HR budget strategy, and serves as a contributing member of financial management for division. **KNOWLEDGE AND SKILLS REQUIRED** **:** . ... **_LICENSURE, CERTIFICATION OR REGISTRATION PREFERRED:_** Society for Human Resource Management Senior Certified Professional (SHRM-SCP), or Senior Professional… more
- M&T Bank (Vero Beach, FL)
- …financial services industry including technical trust and planning experience CTFA ( Certified Trust and Financial Advisor ) certification Strong ... **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** +… more
- Anywhere Real Estate (Tampa, FL)
- …SOC 1 Type I and Type II through robust technical controls, risk management , and governance frameworks. **KEY RESPONSIBILITIES** + **Embed Privacy and Security** : ... 1 Type I and Type II, PCI and NYDFS, ensuring robust controls for financial reporting processes. + **Monitor Regulatory Changes** : Stay abreast of evolving global… more