- Compass Group, North America (New York, NY)
- …with RA's Operations team to improve profitability and cash flow. **DUTIES:** + Act as financial advisor and business partner to the VP of Finance. + Manage and ... action plans to rectify any performance issues. + Provide financial evaluation of new business and rebid proformas, working...be an accurate reflection of the position posted, the Company reserves the right to modify or change the… more
- JPMorgan Chase (Plano, TX)
- …in data and analytics. They will be comfortable working with large and complex financial data sets, and have a track record of using data to drive business ... results in the financial domain. **Job responsibilities** + Understands the vision for...**Job responsibilities** + Understands the vision for the WM Advisor & Investment Solutions Platforms strategy and create the… more
- Truist (Atlanta, GA)
- …and systems. Will assist the wealth team members on the most complex financial , tax, legacy and estate planning matters including summarizing and evaluating complex ... financial documents, trust documents, wills, retirement accounts and other...service to retain clients. This includes: Anticipating client and advisor needs through proactive behavior, taking of initiative and… more
- Principal Financial Group (Des Moines, IA)
- …analysis for domestic and international retirement products. + Act as a strategic advisor on financial risk, investment needs, product strategy, pricing, and ... **What You'll Do** The Principal Financial Group is seeking a CFO - PAS...plan services & products required and advanced knowledge of company products preferred * Executive level communication skills with… more
- Robert Half Finance & Accounting (Circle Pines, MN)
- …risk, and supporting strategic decision-making. Responsibilities: * Act as a trusted financial advisor to the executive team, offering insights and strategic ... team in Circle Pines, Minnesota. In this role, you will oversee the financial operations and strategies of the organization, ensuring alignment with business goals… more
- Eaton Corporation (North Charleston, SC)
- …support, providing guidance and education as needed to plant personnel to achieve financial objectives. Act as advisor and provide counsel to plant staff ... This role has direct supervision of the plant lead financial analyst. This role specializes in analyzing financial...legally authorized to work in the United States without company sponsorship now and in the future. + This… more
- Robert Half Finance & Accounting (Chicago, IL)
- …analytics to improve efficiency and reporting capabilities. + Serve as a strategic advisor on project and asset financial matters, providing insights to ... reserves while leveraging data analytics and automation to drive financial insights, operational efficiency, and strategic decision-making. This role ensures… more
- SMBC (New York, NY)
- …than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which ... SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...manage the credit cost, and work together with restructuring advisor assisting in the restructuring efforts. Incumbent is also… more
- Thrivent Financial (Naperville, IL)
- …it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which ... Summary Organization/Business Overview: Naperville Financial Consultants is an independent financial ...What If Tax software + Run reports and monitor Advisor compensation splits + Managing new hire interviewing and… more
- JPMorgan Chase (Palo Alto, CA)
- …CFP + 5 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter with natural curiosity for individual planning and ... group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more