- BMO Financial Group (New York, NY)
- …of productivity against benchmarks. + Collaborates to generate ideas, identify client solutions , pursue sector marketing efforts, cover clients, and deliver timely ... solutions . + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives,… more
- Deloitte (New York, NY)
- …clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after ... As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are self-starters… more
- Santander US (Manhattan, NY)
- …+ Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions . + Proactively prospect for ... You Make:** As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their… more
- BMO Financial Group (New York, NY)
- …as required. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... leads the execution of strategic initiatives to deliver on business and financial goals. + Conducts independent analysis and assessment to resolve strategic issues.… more
- University of Rochester (Rochester, NY)
- …personal challenges-receive the support they need to thrive. Serving both as an advisor and administrator, the [title?] maintains a pulse on the current student ... to assist them in overcoming personal or academic obstacles, developing solutions to complex and substantial challenging situations. Provides education and guidance… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any...and ensuring the integrity of tax results using technology solutions , as well as supporting the development and implementation… more
- Amazon (New York, NY)
- …and Private Pricing Programs & Experiences, which scales and optimizes pricing solutions across our diverse customer base. Within GDSP, you will develop deep ... of business terms and pricing and can provide alternative solutions to ensure alignment across internal and external stakeholders....senior management. Key job responsibilities * Act as trusted advisor and thought leader in the development of the… more
- Bank of America (New York, NY)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- Robert Half Finance & Accounting (New Rochelle, NY)
- …weekly payroll, weekly payment preparation, tax filing in coordination with a tax advisor , and oversee office administration tasks. + Financial Reporting and ... Qualified candidates can send resumes to joe.ciavardini@roberthalf + Comprehensive Financial and Administrative Management: Handle daily bookkeeping, bank reconciliations,… more
- Truist (New York, NY)
- …executing and advising on corporate finance activity, with a focus on debt solutions to larger Commercial and Middle Market clients to primarily support acquisition, ... buy out and ESOP financings as well as other complex capital solutions . **E** **SSENTIAL** **D** **UTIES AND** **R** **ESPONSIBILITIES** Following is a summary… more