- Citigroup (New York, NY)
- …generation. + Anticipate events in a client's life and business, which have significant financial implications. + Serve as a trusted advisor to clients who ... frequently seek strategic advice regarding financial matters. + Build relationships with client families that...financial & investment goals related to the creation, management , and transfer of wealth. + Develop tailored solutions… more
- Capital Region BOCES (Albany, NY)
- …+ Direct experience successfully managing education and/or service agency. + Knowledge of financial management and demonstration of financial acumen. MASTERY ... for Operations provides big picture leadership for the business, purchasing, and financial affairs of the BOCES; the functions of the human resources department… more
- Capital One (New York, NY)
- …on a substantial amount of responsibility in transaction execution, client management , and new business development. **General responsibilities** + Working closely ... fulfill your career goals + Analyzing and explaining detailed corporate and financial information + Conducting industry and company-specific business due diligence +… more
- Amazon (New York, NY)
- …including briefing senior management . Key job responsibilities * Act as trusted advisor and thought leader in the development of the strategy and execution of ... across management groups, resulting in consistent and accurately forecasted financial results. * Cultivate best practices through analysis and reporting in… more
- Citigroup (New York, NY)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... solutions to strengthen relationships with the firm. + Help clients achieve broad financial /investment goals related to the creation and management of wealth. +… more
- Deloitte (Jericho, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... estate, telecom, technology, healthcare, media & entertainment, energy, retail, and financial services that frequently involve asset management , venture capital,… more
- Deloitte (New York, NY)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ ... Business Tax Services practice! What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group, you will provide federal tax… more
- JPMorgan Chase (New York, NY)
- …leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a ... primary focus will be to support your customer broadly as their cloud tech advisor and navigator of the IP org which includes private and public cloud platforms,… more
- Oracle (Albany, NY)
- …that fall under OCI (SaaS, IaaS, PaaS). Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support and Development teams in ... design, build, testing and deployment. + Works closely with management - Portfolio Manager and the roles within the...12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including… more
- Dow Jones (New York, NY)
- …Dow Jones through advanced organizational design consultation and strategic change management . **About the Role** The Senior Manager, Organizational Development (OD) ... for Dow Jones through advanced organizational design consultation and strategic change management . This People Team subject matter expert serves as a trusted … more
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