- Broadridge Financial Solutions (Albany, NY)
- …and responsibilities, and ensure timely delivery of capabilities aligned with business needs. Oversees issue management and escalation protocols, using AI-based ... and ensures timely communication with senior Broadridge stakeholders. Monitors financial performance across onboarding projects, including AI-driven operational reporting… more
- Conifer Realty LLC (Albany, NY)
- …VP. + Meet with the CM's monthly to: + Review MER, and supporting financial reports, and oversee preparation of projections/action plan for balance of the fiscal ... where necessary. + On an annual basis, review the drafts of the proposed business plans prior to submission for approval. Attend annual business plan meetings… more
- Deloitte (New York, NY)
- …sanctions requirements + Assessing AML and sanctions risks at the enterprise and business unit level + Drafting and enhancing policies and procedures + Creating and ... and/or independent testing. The Team Our Forensic, Discovery, & Financial Crime offering provides services to support anti-money laundering, discovery,… more
- Deloitte (Rochester, NY)
- …PMs, Project Coordinators, etc. + 3+ years of project / program financial management (eg, Planning, Forecasting, Budgeting, Business Case Development, etc.) ... capabilities. DT-US powers IT for Deloitte's 175K+ professionals while supporting business priorities and transformational initiatives in areas such as AI, Cloud,… more
- Deloitte (Rochester, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... these questions, you should consider a career in Deloitte's Business Tax Services (Federal tax) practice! Recruiting for this...What You'll Do As a Tax Manager within the Business Tax Services group, you will provide federal tax… more
- Amazon (New York, NY)
- …across industries, market segments, and technical domains to drive transformative business outcomes. As a Principal-level advisor, you will be responsible for ... You will be responsible sales support, ensuring alignment to customer business outcomes and value realization. The AWS Professional Services organization is… more
- Amazon (New York, NY)
- …leaders across industries, market segments, and technical domains to drive transformative business outcomes. As a Senior-level advisor, you will be responsible for ... You will be responsible sales support, ensuring alignment to customer business outcomes and value realization. The AWS Professional Services organization is… more
- Deloitte (New York, NY)
- …solutions: + Work within an engagement team by identifying business requirements, managing functional design, prototyping, designing processes, testing, performing ... implementations. + Provide NetSuite consulting expertise utilizing industry experience, business analysis, best practices, and a pragmatic mindset to facilitate… more
- KeyBank (Mahopac, NY)
- …(required) + FINRA License S66 or S63 and S65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, ... on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and...business , lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to… more
- Robert Half Finance & Accounting (Rochester, NY)
- …or equivalent degree and/or experience - Advanced credentials such as a Masters of Business Administration / MBA or Certified Public Accountant / CPA are ... maintaining the general ledger system, preparing monthly, quarterly and annual financial statements, assisting with regulatory reporting as applicable, and related… more