- CBRE (Seattle, WA)
- …Affordable Housing team across its lines of business. In addition, you will support financial processes and bus performance analysis. This position offers the ... monthly journal entries in PeopleSoft and HFM. + Conduct financial and business studies to support decision-making....accounting policies and procedures. + Act as a trusted advisor to management on financial policies and… more
- Thrivent Financial (Geneva, IL)
- …provides licensed administrative support to Jenny McAdams of Sage Path Financial Consultants. This position serves as a resource to Financial Advisors ... postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support ...workflows + Other responsibilities as assigned by the Lead Advisor + Note: CANNOT be listed as the servicing… more
- Access Dubuque (Dubuque, IA)
- …values-driven Vice President for Finance & Administration to lead the University's financial and operational strategy in alignment with its mission and long-term ... for Finance and Administration serves as the University's chief financial strategist and operational leader, responsible for advancing institutional priorities… more
- ASM Global (Indianapolis, IN)
- …stakeholders, balancing long-term architectural strategy with hands-on leadership to support operational excellence, financial integrity, and scalable growth ... POS, and enterprise integration strategy, with emphasis on Infor M3-based financial , supply chain, and warehouse processes* Govern enterprise-scale ERP integrations… more
- Educational Testing Service (Princeton, NJ)
- …proposals for major research, development, or large-scale analysis projects and obtain financial support for new or continuing research activities + Coordinate ... vehicles. + Initiate, develop, promote and maintain professional relationships as representative , consultant or advisor to external advisory or policy… more
- Truist (Charlotte, NC)
- …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
- Truist (Newtown, PA)
- … Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor , Chartered Life Underwriter or Certified Public Accountant ... tasks related to relationship building as well as banking, investments, insurance, financial planning, and trust and fiduciary services. Commits to an ongoing… more
- KeyBank (Cleveland, OH)
- …with Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable ... VP, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support … more
- Truist (Charlotte, NC)
- …Manager is responsible for underwriting loan transactions, including completing all required financial and other due diligence, in order to make recommendations for ... customized credit facility structuring and associated risks. Manage time-critical financial and operational due diligence and underwriting activities. Negotiate key… more
- KeyBank (Grand Rapids, MI)
- …with Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable ... VP, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support … more