- M&T Bank (Paramus, NJ)
- …Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge of the Bank's retail ... as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow… more
- Spokane County (Spokane, WA)
- …proper internal controls are in place and adhered to. + Functions as the financial advisor to the departments/funds and outside districts they support. + ... performs professional entry level accounting work, involving fiscal records, reports and systems ; analyzes financial and investment data; prepares forecasts and … more
- Emory Healthcare/Emory University (Atlanta, GA)
- …and scenario planning for $1.3B health plan operations + Serve as principal financial advisor to President and governance committee on sustainability, benefit ... of emerging technologies: AI/ML for predictive analytics, RPA for automation, cloud-based financial systems + Lead major VBC transformation initiatives +… more
- Aston Carter (Middletown, CT)
- …optimize efficiency and accuracy within the Finance Department. + Serve as the primary financial advisor to executive leadership on all financial matters. + ... is responsible for establishing and maintaining a comprehensive, accurate, and timely financial management system for the organization. This includes oversight… more
- Robert Half Finance & Accounting (Solon, OH)
- …our team in Solon, Ohio. In this role, you will act as a trusted financial advisor , driving strategic initiatives while managing financial reporting and ... controls. * Administer and optimize the use of OneStream Financial Management and oversee system interfaces with...complex accounting processes. * Advanced knowledge of SAP and financial management systems . * Exceptional analytical and… 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 ... accurate and timely preparation of monthly, quarterly, and annual financial reports. * Maintain robust systems and...JobBOSS, accounting software, and Microsoft Office Suite; experience in financial system implementation is a plus. *… more
- First Horizon Bank (Collierville, TN)
- …fulfillment, account representative changes, and various project support * Fulfill financial advisor requests and resolve service-related issues and inquiries ... Wealth Management Client Sales Specialist will be actively involved in supporting advisor (s) through a full service platform. Assists in achievement of sales revenue… more
- HNTB (Bellevue, WA)
- …contract compliance. The Sr Team Lead - Project Finance acts as the primary financial advisor throughout the project lifecycle, ensuring success in areas such as ... educate others about various aspects of HNTB's best business practices, including financial systems , contracting, cost management, financial performance… more
- City National Bank (Los Angeles, CA)
- …that financial plans are developed and maintained with the support of Financial Advisor partner. * Ensure that regular, tailored investment and relationships ... Specialty Banking Relationship Managers and personal outreach efforts. Provides integrated financial services and advice to clients including: banking, credit, asset… 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