- KeyBank (Albany, NY)
- …or + FINRA License S63 () and + FINRA License S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst ... of the client's needs, based on the review and analysis of personal and business financial data... Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth… more
- KeyBank (Dayton, OH)
- …Certifications** + FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst ... of the client's needs, based on the review and analysis of personal and business financial data... Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth… more
- KeyBank (Naples, FL)
- …Certifications** + FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst ... of the client's needs, based on the review and analysis of personal and business financial data... Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by… more
- KeyBank (Akron, OH)
- …or + FINRA License S63 () and + FINRA License S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst ... of the client's needs, based on the review and analysis of personal and business financial data... Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by… more
- Commander, Navy Installations (Millington, TN)
- …or more of the following duties in support of work performed in the NAF Financial Analysis or the NAF Accounting Sections. Responsibilities In order to qualify ... This position is assigned to the Nonappropriated Fund (NAF) Financial Management Branch (N948); Fleet and Family Readiness Support...of appropriate type and quality. 2) A certificate as Certified Public Accountant or a Certified Internal… more
- MyFlorida (Tallahassee, FL)
- …such as: Certified Fraud Examiner; Accredited Healthcare Fraud Investigator; Certified Financial Crimes Investigator; Certified Insurance Fraud ... to 5 pm This position is not a Data Analysis position. This position will be hired at $25.00...well as professional standards to conduct efficient, effective research, analysis , reviews, investigations, and audits, to determine violations of… more
- CACI International (Sarasota, FL)
- …use cases. + Design system solutions that meet requirements and fulfill functional analysis . + Coordinate the resolution of action items from Change or Configuration ... and verification across the lifecycle. + Support the planning, test analysis , and system definition approval as part of Government authorization processes.… more
- Trinity Health (Westchester, IL)
- …throughout the fiscal year. They prepare and present reports related to forecasting and financial analysis . They manage teams that function as the subject matter ... experts to organizational management on the rolling forecast tool, the financial analysis tool, capital acquisition process, and monthly financial … more
- Lowe's (Mooresville, NC)
- …and non- financial data to functional partners and business units. + Communicates financial and non- financial analysis and insights to leaders by ... + Collaborates across the business to provide root cause analysis and actionable insights based on financial ...+ Experience working at a Fortune 500 company + Certified Public Accountant (CPA) + Chartered Financial … more
- Santander US (Boston, MA)
- …management skills. + Detail oriented with ability to research, organize and analyze financial data. **Certifications:** + Certified Financial Risk Manager ... processes and automation of reports. + Perform variance and forecasting analysis of key financial data. + Contribute to a strong internal control environment. +… more