- Deloitte (New York, NY)
- …presentation and communications skills + One of the following active accreditations obtained, in process , or willing and able to obtain: + Licensed CPA in the state ... Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD,… more
- Deloitte (New York, NY)
- …and industries/sectors you serve + One of the following active accreditations obtained, in process , or must be willing and able to obtain: + Licensed CPA in state ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD,… more
- Citigroup (New York, NY)
- …activity levels, performance metrics, results and adherence to our risk management process . + Sales Material - Work with Financial Planning and Insurance Product ... SIE, 7, 66, 24 - Additional professional accreditation such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) a plus + 15+ years of relevant… more
- CenterLight Health System (Ridgewood, NY)
- …satisfaction & outcomes for all participants. + Facilitate and complete the process of Interdisciplinary Team (IDT) meetings, Service Delivery Requests (SDR), and ... across sites and communicate with appropriate team members, facility, discharge planner , and home care coordinator when members are transitioned between care… more
- Astor Services (Bronx, NY)
- …to conduct the FTC by reviewing the case and discussing it with the case planner prior to the conference. + Complete note for FTC into CNNX and Promis systems. ... Facilitator on all above required tasks as well as assist in training regarding process referrals. + Other duties as assigned. Job Benefits: Benefits for Full Time… more
- Graham Windham (Bronx, NY)
- …a regular foster home can provide. The socio-therapist works in conjunction with the case planner to ensure that every one of the children on the caseload is living ... behavioral and treatment plan and weekly Systematic Teaching and Evaluation Process (STEP) Charts + Participating in quarterly Interdisciplinary Treatment Team… more