- Aston Carter (Concord, CA)
- …that all appropriate selling agreements are in place with new and existing financial advisor firms. Facilitate payments to these firms and other business ... procedures. + Identify and collaborate with technology partners on system and process improvements. + Prepare monthly team metrics...systems and invoice processing. + Experience in the financial services industry or knowledge of financial … more
- University of St. Thomas (St. Paul, MN)
- …systems . Oversee the processes by which external financial related software systems interface with the ERP Finance system . Assess risks and direct ... laws. Management of long-term debt In collaboration with the CFO, University's financial advisor , facilities management and other applicable parties, plan,… 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
- 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
- First Horizon Bank (Murfreesboro, 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