- University of Miami (Miami, FL)
- …& standup, approach and workplan development, analysis on priority topics, financial modeling, presentation development / delivery, and follow-through to value ... delivery. The incumbent supports the planning and delivery of the UHealth enterprise-wide strategic agenda...are driving value.CORE JOB FUNCTIONS1. Acts as a strategic consultant/ advisor the broader UM/UHealth enterprise on high priority projects… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and motor vehicle reports. + **Stakeholder Communication** + Collaborate with financial advisors, Insurance Planning Specialists, and Internal Sales Consultants. ... classifications based on a comprehensive evaluation of applicants' health, financial background, occupation, travel, and lifestyle. **Key Responsibilities** + **Risk… more
- Bank of America (Boca Raton, FL)
- …basis, support office initiatives, in addition to the businesses of a particular Financial Advisor . For established clients, the Client Associate will often ... its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment… more
- Sumitomo Pharma (Tallahassee, FL)
- …to deliver strategic sourcing, contract management, supplier market intelligence, financial productivity, supplier performance management, and risk mitigation. The ... success. This individual will continually seek out opportunities to be a proactive advisor to the business, while maintaining deep knowledge and expertise in the… more
- Kyndryl (Tallahassee, FL)
- …Working in a transaction environment which may be pre or post deal, planning post deal implementation, and ultimately supporting execution. Partners will be focused ... on financial impact, utilization and contribution, client impact and leadership....seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions… more
- Deloitte (Tampa, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- Citigroup (Tampa, FL)
- …practical business-oriented solutions. This individual will be a key legal advisor to business stakeholders and functional partners by providing legal advice, ... their lifecycle. The role requires an attorney with experience with consumer financial protection laws with a strong preference for experience with the Electronic… more
- Bank of America (Miami, FL)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment… more
- Wolters Kluwer (Tallahassee, FL)
- …services + Collaborates with Division Partner Sales Manager on Channel Partner planning processes that develop mutual performance objectives, financial targets, ... sponsor and Channel Partner stakeholders on progress against mutual performance objectives, financial targets and critical milestones + Serves as trusted advisor … more
- Kyndryl (Tallahassee, FL)
- …Working in a transaction environment which may be pre or post deal, planning post deal implementation, and ultimately supporting execution. Partners will be focused ... on financial impact, utilization and contribution, client impact and leadership....seen as the 'go to' person and a trusted advisor by senior executives *Leading C-level client interactions and… more