- City National Bank (Santa Fe, NM)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market *… more
- Oracle (Lansing, MI)
- …role in supporting this growth. The Workload Health team is responsible for financial planning and modeling for specific product families within the broader OCI ... ecosystem. As a trusted advisor to OCI leadership, the team focuses on optimizing...lead a small team of direct reports, managing complex financial projects that span across the product lifecycle. Your… more
- Palo Alto Networks (Santa Clara, CA)
- …insights to drive business performance. + **Business Partnership:** Serve as a trusted financial advisor , strategic partner and provide thought leadership to the ... with company objectives. + **Performance Analysis:** Conduct in-depth analysis of financial performance against budget, forecast, and prior periods. Identify… more
- Skidmore College (Saratoga Springs, NY)
- …It trains and advises student leaders on budgeting, spending, and compliance with College/SGA financial policies, serving as the primary advisor to the SGA VP ... prior experience advising college-age students on leadership and/or financial management is preferred. Essential job competencies (knowledge, skills, abilities &… more
- HUB International (Pasadena, CA)
- …and acquisitions. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan ... participants, individuals, and institutions across the United States. We provide financial peace of mind and top of class solutions, investments, administration and… more
- Staples (Framingham, MA)
- …analysis at the category, brand, and full P&L levels. Acting as a strategic advisor , you'll translate complex financial data into clear, actionable insights that ... area of the business to drive results and provide financial expertise. We are passionate about analyzing and interpreting...guidance. Our team serves as a true partner and advisor to all our business leaders; working with them… more
- Deloitte (Atlanta, GA)
- …knowledge in financial services, crypto, technology, and/or aerospace and defense; prior experience in these sectors is a plus. + Research and clearly document ... exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional...workplace culture and code of conduct. + Be an advisor to newly public and private clients to assist… more
- Nebraska Public Power District (Columbus, NE)
- …in competitive price negotiations. Coordinate meetings, reports and transactions with financial advisor (s), bond counsel, commercial and investment bankers, ... coordination with District business units subject matter experts, bond counsel and financial advisor (s) for report compilation of the preliminary official… more
- Air Mobility Command (Scott AFB, IL)
- …manager, individual mobilization augmentee (IMA) program coordinator, resource advisor , and senior administrative support assistant. Responsibilities Training ... Directorate training requirements for military personnel and civilians. Resource Advisor . Independently performs task involving budget execution by compiling… more
- JPMorgan Chase (Long Beach, CA)
- …teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to ... expertise when performing designated supervisory duties to oversee a territory of Financial Advisors. You will be responsible for managing complex, high risk… more
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