- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Support the execution of cross-functional initiatives to enhance client and employee experience, including those related to operations, technology, ... and develop plans to enhance and maintain exceptional employee and client experience. + Participate in business process improvement initiatives, including those… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and reporting of assigned analytical projects. Examples include measuring client profitability and attrition, evaluating financial advisor productivity, ... data. + Reading, analyzing, and interpreting common technical journals and financial reports. + Understanding of basic mathematical operations including frequency… more
- Citigroup (Tampa, FL)
- …related to the multiple billing markets including the review of key client invoices. This role also includes client queries, investigations, metrics ... relate Billing application **Requisition Qualifications:** * Bachelor's degree in Business, Finance , Accounting or related field or years equivalent to work… more
- Datavant (Tallahassee, FL)
- …and support scenario planning. + Establish, manage, and present business and financial analyses to guide and track progress against strategic goals and plans. ... data collection, insight generation, and the creation of executive- and client -facing presentations. + Monitor the execution of key strategic initiatives by… more
- ARAMARK (Longwood, FL)
- **Job Description** **Position Summary:** Reporting to the Finance Manager this role will be responsible for the delivery of accurate and timely information, ... maintenance of client profit and loss account as well as overall...controls. The Assistant Accountant will collaborate closely with other financial departments, including AR, AP, PO, Tax, Payroll, Treasury… more
- Prime Therapeutics (Tallahassee, FL)
- …and drives every decision we make. **Job Posting Title** Forecasting Principal - Finance - Remote **Job Description** The Treasury Analyst Principal is ... members of the Treasury Team and guidance to the Accounting, Finance , Information Technology and Claims operation functions. **Responsibilities** + Develop, manage,… more
- KeyBank (Naples, FL)
- … (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) ... primary client advisor developing and implementing strategies based on the client 's financial goals, and by coordinating with the extended KPB relationship… more
- Deloitte (Miami, FL)
- AML Project Delivery Senior Analyst - Regulatory, Risk & Forensic Operate Are you an experienced, passionate pioneer in technology who wants to work in a ... collaborative environment? As an experienced AML Project Delivery Senior Analyst you will have the ability to share new ideas and collaborate on projects as a… more
- Truist (Orlando, FL)
- …service that clients deem outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and ... Wealth, Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad… more
- Regions Bank (West Palm Beach, FL)
- …+ Technical Training in financial and economic markets + Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, ... development investment objectives and goals through discussion and identification of client priorities + Implements and communicates investment related changes based… more