- Novant Health (Charlotte, NC)
- …to NHE, market leadership and other Novant Health executives + Conducting financial modeling and supporting operational integration model for private practice MSO ... alignment with organizational objectives + Overseeing budgets, resource allocation, and financial performance of large practices, ensuring alignment with the Novant… more
- US Bank (Walnut Creek, CA)
- …bodies, ensuring regulatory standards are met - Has a deep understanding of the Financial Advisor 's business model, needs and key drivers as well as the ... 65/or 66 registrations and life, variable life, health and disability licenses ** Preferred Skills/Experience** - Strong knowledge of the financial services… more
- CGI Technologies and Solutions, Inc. (Los Angeles, CA)
- …Subject Matter Expert (SME) with a strong background in Payroll and CPA-level financial expertise to join our CGI team to lead and support ERP implementations ... deep expertise in ERP implementations, payroll operations, and CPA-level financial insight will directly support mission-critical government and enterprise… more
- Athene (West Des Moines, IA)
- We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of ... internal partner groups including finance, accounting, treasury, legal, and our investment advisor They will be the derivative group's subject matter expert for… more
- US Bank (Nashville, TN)
- …degree, or equivalent work experience - 10 or more years of financial planning experience with HNW/UHNW clients ** Preferred Skills/Experience** - Insurance ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...(WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting… more
- KeyBank (Lehighton, PA)
- …East - Lehighton, Pennsylvania 18235 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of… more
- The Walt Disney Company (Burbank, CA)
- …performance data. The ideal candidate is a proven practitioner with deep financial modeling expertise in EPM Solutioning and passionate about elevating financial ... through system demos, prototypes, and workshops that align with Disney's financial data, processes, and planning requirements. + Focus on designing process,… more
- KeyBank (Dallas, TX)
- …Managers work in strong partnership with Relationship Managers to provide comprehensive financial advice and solutions that enable the clients to meet their ... financial objectives and utilize the full breadth of Key's...Participates in call preparation. + Serves as the trusted advisor the clients and prospects. Establishes strong credibility with… more
- Bank of America (Los Angeles, CA)
- …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
- Bank of America (Tampa, FL)
- …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