- Raymond James Financial, Inc. (Paramus, NJ)
- …data and assist Financial Advisors in preparing responses to requests for client proposals. + Assist Financial Advisors with on-site presentations to clients ... practices and procedures used in the securities industry. + Client relations management tools. + Financial services...industry. + Client relations management tools. + Financial services news and data resources. + Principles and… more
- UMB Bank (Dubuque, IA)
- …estate planning and transfer of wealth strategies. + You have proficiency with eMoney client portal and financial planning software. **Bonus points if:** + You ... manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We...a highly integrated team-based approach working to ensure the client 's priorities are at the center of every action.… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …with a mandate to accelerate revenue growth, expand market share, and deepen client relationships across the NY financial market. You'll lead a high-performing ... NYC Financial market. Drive year-over-year revenue growth through new client acquisition, account expansion, and strategic partnerships. . Sales Leadership &… more
- CBRE (Charlotte, NC)
- …Do:** + Complete intermediate to advanced-level accounting transactions in preparation for client financial statement packages. + Create and post journal entries ... to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a complex portfolio of CBRE clients...on a schedule to ensure timely delivery to the client and other management teams. + Review and audit… more
- Robert Half Accountemps (Raleigh, NC)
- …with property managers on collections. + Facilitate payments to vendors and prepare client financial reports for Controller review. + Perform quarterly reviews ... and association properties. Ensure the timely and accurate delivery of financial reports, meeting all accounting deadlines for clients. Provide consistent training… more
- SMBC (New York, NY)
- …parties, with adherence to credit policies and approval authorities. + Analyze client 's financial performance, and continuously monitor risk events and quality ... SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive… more
- CBRE (Chicago, IL)
- …Do:** + Complete intermediate to advanced-level accounting transactions in preparation for client financial statement packages. + Create and post journal entries ... to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a complex portfolio of CBRE clients...on a schedule to ensure timely delivery to the client and other management teams. + Review and audit… more
- SMBC (New York, NY)
- …and maximize recovery outcomes. + Conduct ongoing research and analysis of client financial performance, including continuous monitoring of credit portfolio ... SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive… more
- Grant Thornton (Phoenix, AZ)
- …completion of IT general control audits. You'll apply your knowledge of each client 's operations, processes and risks to support financial statement opinions and ... clients and your engagement team while working collaboratively to improve the client 's overall financial reporting processes, and help them better understand… more
- SEI, Inc. Security (Knoxville, TN)
- …and address concerns. . Prepare and present reports on operational performance and client satisfaction. Financial Management: . Oversee budget and cost control ... diverse team to deliver high-quality solutions, drive efficiency, and ensure client satisfaction. Key Responsibilities: Leadership & Management: . Independently lead… more