- Truist (Memphis, TN)
- …interactions with clients, prospects, and centers of influence driven by use of Financial Insights and other strategic advisory tools and resources. 4. Develop ... Should drive a consistent client experience that positions Truist as the Premier Advisory Bank in the Commercial segment (defined as $5-75MM in annual sales) in… more
- Robert Half Finance & Accounting (Dallas, TX)
- …buy-side and sell-side pre-transaction financial due diligence engagements, providing financial due diligence assistance and advisory services to publicly ... investors, and investment banks across the US * Build financial models to analyze and synthesize company data to...4 years' experience in performing M& A / Transaction Advisory Services with a Big Four, large national accounting… more
- KeyBank (Cleveland, OH)
- …investment banking services targeting middle market industrial companies and industrial-focused financial sponsors. Service offering includes M&A advisory and ... a leading corporate and investment bank providing capital markets and advisory solutions to dynamic companies capitalizing on opportunities in changing industries.… more
- JPMorgan Chase (New York, NY)
- …following industry and product teams: Consumer & Retail, Diversified Industries, Financial Institutions, Healthcare, Latin America Advisory , Leveraged Finance, ... the summer. **Job responsibilities** + Analyzing market data, building detailed financial models and preparing client presentations for mergers and acquisitions,… more
- Cherry Bekaert (Boston, MA)
- …Place to Work (https://www.cbh.com/about/awards-and-recognition/) , Cherry Bekaert delivers innovative advisory , assurance and tax services to our clients. We are ... continue to build our commercial audit strength in our Financial Services (https://www.cbh.com/industries/ financial -services/) practice. In this highly visible… more
- Gilead Sciences, Inc. (Foster City, CA)
- …group at Gilead and is responsible for the SOX internal controls over financial reporting. This is an audit advisory role with cross-functional involvement ... together. **Job Description** **Senior Manager, SOX Compliance and Controls (Global Accounting, Advisory and Reporting)** The SOX Compliance team is part of the… more
- Truist (Greensboro, NC)
- …Specific activities may change from time to time. Leverage the Truist Sales Process, Financial Insights, and the Industry & Advisory team to consistently deliver ... to existing and prospective commercial clients. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business… more
- Truist (Dallas, TX)
- …in coaching relative to sales and relationship management in the Wealth Brokerage/ Advisory industry. 3. Financial Industry Regulatory Authority (FINRA) series 7, ... and drive client connectivity. 9. Work with the Client Advisory Center (CAC) to ensure smooth client migrations and...from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture… more
- Truist (Cleveland, OH)
- …in coaching relative to sales and relationship management in the Wealth Brokerage/ Advisory industry. 3. Financial Industry Regulatory Authority (FINRA) series 7, ... drive client connectivity. 9. Work closely with the Client Advisory Center (CAC) to ensure smooth client migrations and...with a strong focus on diversity, and executing on Financial Advisor retention strategies and objectives. Create a culture… more
- Deloitte (Tempe, AZ)
- …+ Auditing client financial statements, transactions, and internal controls over financial reporting + Assisting in providing advisory and assurance services ... related to independent External Audit services, Accounting, Controls & Reporting Advisory , and Specialized Assurance & Sustainability. We bring together the diverse… more