- Internal Revenue Service (Washington, DC)
- …recognition and timing of income and deductions by individuals and corporations, sales and exchanges, capital gains and losses, accounting methods and periods, ... installment sales , long term contracts, inventories and alternative minimum tax....otherwise specifically directed. Act as personal legal and technical consultant to the Associate on the most difficult, important,… more
- City National Bank (Studio City, CA)
- …Qualifications* * Bachelors degree preferred -in Technology, Communication, Business, Accounting, Education , or relevant area * Financial reporting knowledge for ... gain/loss, dividends, Interest (taxable vs non-taxable) and portfolio value * Financial accounting experience for recording investment purchases, sales and… more
- 7-Eleven (Irving, TX)
- …the financial success of select merchandise categories. Serving as a trusted financial partner and business consultant to Category Managers, this role is a ... Consistently deliver high-quality, impactful results that directly contribute to the company's financial success. EDUCATION : Bachelors / 4 Yr Degree YEARS OF… more
- Lincoln Financial (Fort Wayne, IN)
- …opportunity. **Requisition #:** 75136 **The Role at a Glance** As a Sr. Actuarial Consultant in Retirement Plan Services, you will play a key role in supporting ... Provide support for comprehensive reporting of sold business, including key financial metrics for corporate stakeholders and RPS management. Provide administrative… more
- Lincoln Financial (Olympia, WA)
- …guide transformation efforts and lead special projects to enhance the overall financial reporting process. **What you'll be doing** *Leading and working with ... Indexed UL, Variable UL, Combo products). *Serve as a special project consultant on complex valuation projects related to reinsurance transactions, new product… more
- Lincoln Financial (Fort Wayne, IN)
- …**Requisition #:** 74528 **The Role at a Glance** The **Product Owner Consultant ** will consult/analyze and deliver on more complex assignments/projects to deliver ... closure due to applicant volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful contributions each and every day… more
- Equitable (MD)
- …CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable ... industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a… more
- City National Bank (Irvine, CA)
- …around sales expectation. * Work with Bankers, Portfolio Managers, and Financial Consultant colleagues to gather the necessary information and documentation ... trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager, etc.) to ensure proposed new relationships… more
- Principal Financial Group (Charlotte, NC)
- **What You'll Do** **Principal Financial Group has an opportunity for an Investment Performance** **Associate** **to join our Investment Operations team. In this ... responding to clients and consultants routine ad-hoc performance inquires and/or RFP/ consultant questionnaires. + Support various investment team's GIPS claim of… more
- Principal Financial Group (Des Moines, IA)
- …in Principal Securities. In this role, you'll serve as information privacy consultant for our Benefits & Protection Principal Securities business segments, provide ... duties and special projects as assigned. Operating at the intersection of financial services and technology, Principal builds financial tools that help… more