- Tompkins Community Bank (Mount Kisco, NY)
- …maintaining client relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned with each client's goals and values. This ... to deliver a seamless and holistic client experience. + Deliver personalized financial planning by uncovering client goals, values, and financial circumstances… more
- University of Rochester (Rochester, NY)
- …(ORACS), University Audit, and the Hajim Deans Office, and ensuring compliance with sponsor terms. Maintaining positive and effective working relationships is ... II in the Department of Biomedical Engineering to manage financial accounts associated with the Center and the Director....the Center continues to grow. + Ensure the Center's compliance with all University policies and procedures. + Lead… more
- HSBC (Buffalo, NY)
- …Buffalo, NY, US, 14210 Work style: Hybrid Worker Date: 23 Nov 2025 In compliance with applicable laws, HSBC is committed to employing only those who are authorized ... resources are aimed at protecting circa 220,000 staff across 62 countries providing financial services to circa 39 million customers worldwide. Reporting to the GCIO… more
- Citigroup (Garden City, NY)
- …set directly to clients. **Responsibilities:** + Consult with customers about their financial situation, financial and personal objectives and lending needs for ... their home ownership goals. + Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and… more
- University of Rochester (Rochester, NY)
- …post-operative equipment. Responsible for the analysis, validation and regulatory and compliance activities associated with the financial clearance process. ... the individual, and internal equity considerations._ **Responsibilities:** Provides accurate financial clearance and patient financial account management related… more
- JPMorgan Chase (Brooklyn, NY)
- …Commercial & Investment Bank, you will be responsible for overseeing the financial statements and management reporting, ensuring a sound control environment, and ... and participate in key projects and initiatives. **Job responsibilities** + Oversee financial statements and management reporting for Global Rates Line of Business… more
- JPMorgan Chase (Brooklyn, NY)
- …You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow ... will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. **Job responsibilities** + Coaches and mentors the… more
- Black Ink Business Services, LLC (Brooklyn, NY)
- …clients in managing essential business operations - from bookkeeping, payroll, and financial forecasting to HR and other strategic business initiatives. We work ... You'll partner with clients across diverse industries, delivering in-depth financial analysis and strategic guidance. You're a solutions-driven professional who… more
- Robert Half Finance & Accounting (New Rochelle, NY)
- …leadership. The ideal candidate will play a critical role in ensuring compliance , maintaining internal controls, and supporting strategic financial decisions. ... Description We are looking for an experienced Controller to oversee and enhance financial operations for our organization. This role requires an individual with a… more
- KeyBank (Amherst, NY)
- …data tracking, document tracking, reports, testing borrowing base certificates and covenant compliance , trends, and dashboards. + Provide financial analysis and ... client credit solutions to maintain the bank's asset quality while ensuring compliance with credit policy and guidelines. Credit Associates are required to make… more
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