- Robert Half Finance & Accounting (San Ramon, CA)
- …investment reviews, insurance proposals, and financial recommendations. + Oversee CRM data , client paperwork, and operational workflows. Requirements Ready to ... in wealth management , financial planning, or investment strategy. + Strong client relationship management skills. + Proficiency with Schwab and Orion… more
- Kestra Financial (Wappingers Falls, NY)
- …of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. This is a full-time, ... and serves as the primary contact for customer relationship management and account servicing. This position requires a strong...financial and investment objectives; deliver advice and participate in client reviews + Manage data and plans… more
- UL, LLC (Albany, NY)
- …interface management across multiple workstreams. + Lead coordination between client , Independent Engineer, EPC contractor and internal technical teams to ensure ... in a relevant field, eg, mechanical, civil or electrical engineering, construction management , operations and maintenance, commercial, legal, finance . + Strong… more
- Aston Carter (Tampa, FL)
- …payable, overhead expenses, general ledger accounting, coding in the general ledger, data entry in the general ledger, assisting with project setup, budgeting, ... orders, Excel (including pivot tables and v-lookups), reporting, time management , submitting purchase requisitions, and labor adjustments. Responsibilities +… more
- Disney Entertainment (New York, NY)
- …Analyst** The Senior Payroll Analyst is responsible for input, oversight, and management of all payroll related matters across ABC News, primarily supporting the ... internal and external audits. This role works closely with HR Business Partners, Finance , Labor Relations and department leaders across the business to support a… more
- Aston Carter (Stamford, CT)
- …Partner with the executive team and Board to ensure alignment on data -informed, transparent, and equitable compensation practices. + Lead the Compensation Committee ... agenda, including content, storytelling, relationships, recommendations, and alignment across management and external partners. + Design and evolve cash, equity, and… more
- SMBC (New York, NY)
- …of financial services, including banking, leasing, securities, credit cards, and consumer finance . The Group has more than 130 offices and 80,000 employees worldwide ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- SMBC (Jersey City, NJ)
- …of financial services, including banking, leasing, securities, credit cards, and consumer finance . The Group has more than 130 offices and 80,000 employees worldwide ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Aston Carter (Eldridge, IA)
- …cost data , revenue recognition, and forecasting. + Collaborate with management to monitor project performance and recommend corrective or improvement actions. + ... management system implementation, ensuring proper integration of financial data . + Identify inefficiencies and participate in developing enhanced accounting… more
- Aston Carter (Decatur, IL)
- …states, and assist the controller with employee services and risk management . Furthermore, the role involves producing monthly financials, preparing preliminary ... financial statements, analyzing past financial data , and handling month-end/year-end closing activities. Responsibilities + Manage accounts receivable and assist… more