- CSL Behring (King Of Prussia, PA)
- …Commercial Finance Team, the Director Finance Business Partner serves as a trusted financial advisor to senior leaders across Marketing, Sales, Healthcare ... You will be embedded within the business, delivering strategic financial insights, optimizing commercial investments and ensuring data-driven outcomes that… more
- Robert Half Finance & Accounting (Lake Dallas, TX)
- … financial policies and procedures. Responsibilities: * Act as the primary financial advisor , providing leadership and direction in financial strategies ... Proficiency in 3M software * Experience with Accounting Software Systems * Familiarity with ADP - Financial ...Software Systems * Familiarity with ADP - Financial Services * Proficiency in using Concur software *… more
- ADP (Florham Park, NJ)
- …to personal production and networking, ADP corporate generated lead activities, the financial advisor community and ADP payroll sales force generated leads. ... promotes the benefits of partnering with ADP through the advisor community to drive sales within the 401k market....date records by way of the current Sales Information System . + Serves as liaison between the client and… more
- Atria Wealth Solutions (Williston, VT)
- …, you become part of the credit union environment providing support to the Financial Advisor and helping to build member relationships. This position is ... CUSO Financial Services, LP. (CFS) is seeking an Investment...and organization skills + Maintain a FINRA compliant filing system with all records + Schedule appointments and maintain… more
- Memorial Sloan-Kettering Cancer Center (New York, NY)
- …this role, you will collaborate with executive leadership, serving as a trusted financial advisor and thought leader in growth and business development ... initiatives. You will drive all financial efforts for a diverse portfolio of business development...strategy projects, and M&A/JV execution in a large healthcare system or academic medical center. Consulting backgrounds welcome, especially… 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 ... Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar… more
- JPMorgan Chase (Boston, MA)
- …firms, we've experienced breakthrough growth over the last year. Today, over 450 financial advisor firms with $1 trillion in discretionary assets (and counting) ... Establish and manage key management processes and materials, including Management Information Systems (MIS), business, and financial reviews. + Drive execution… more
- Corewell Health (West Bloomfield Township, MI)
- …using the EPIC tools. Provide information for follow up and referral to the Financial Advisor as appropriate. Initiate payment plans and obtain payment, Informs ... data; collecting co-pay/deductible, residual and prior balances, perform initial financial screening on all self-pay & out of network...and current records are truly the same. Utilize all system resources and contact patient if necessary. + May… more
- Sensata Technologies, Inc. (Attleboro, MA)
- …role will report directly to the Chief Financial Officer. + Serve as a financial advisor to the CEO and executive team for strategic planning purposes + ... strategies, as well as identifying areas for improvement + Oversee scalable financial systems and drive adoption of efficient processes and standards across the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …please contact Daniel Mok directly via Linked-In. Responsibilities: * Serve as a financial advisor to studio leaders and project managers, offering guidance on ... financial reviews, process improvements, and strategic analysis. * Enhance financial systems and workflows in collaboration with IT and other teams. * Mentor… more