- TD Bank (Greenville, SC)
- …needs. The PFA I meets remotely with prospects and clients to understand their long -term financial goals, objectives and risk tolerance by analyzing their ... financial interests first when providing ongoing objective financial advice, long -term retirement planning and when...a local FA relationship, who have a Wealth need; service all aspects of the client's relationship and submits… more
- Capital One (Plano, TX)
- …what your business customer needs to deliver on their goals + Annual Budget, Monthly Financial Forecast and the Long -Term Financial Plan + Prepare monthly, ... in Business Administration (MBA), Accounting, Finance, or Economics Certified Treasury Professional or Chartered Financial Analyst (CFA) license or Certified… more
- Sunrise Senior Living (Mclean, VA)
- …(FP&A) Manager serves as a key strategic partner in driving Sunrise's financial performance, operational efficiency and long -term growth. This role leads ... of the Sunrise team, supporting our Mission, Principles of Service and Core Values is a fundamental part of...(CSO) and Operations leadership to drive portfolio analysis and long -term financial strategy * Lead the implementation… more
- Maryland Department of Transportation (Baltimore City County, MD)
- … Financial Analyst (Fiscal Services Administrator II ) Office of Financial Management Executive Service "Open Until Filled" *This position serves ... to be considered for a position that provides customer service to the citizens of Maryland every day. The...college or university. Experience: Six years of experience in professional accounting, auditing, budgeting, fiscal or financial … more
- TD Bank (Mount Laurel, NJ)
- …can provide you more specific details for this role. **Line of Business:** Financial Crime Risk Management **Job Description:** The Senior Manager, Financial ... Exit and Watchlist Management team is to oversee the financial crime customer exits at the bank and manage...may include strategic roadmap and/or deliverables/ frameworks/ short to long term goals etc.) + Sets operational team direction… more
- USAA (San Antonio, TX)
- …sets you apart:** + Strong business architecture management expertise within multiple financial service sectors (P&C, Life, Bank) + Experience in successfully ... USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.… more
- Texas A&M University System (College Station, TX)
- Job Title Financial Manager Agency Texas A&M University Department UAS University Accounting Services Proposed Minimum Salary Commensurate Job Location College ... Staff Job Description A Glimpse of the Job The Financial Manager manages financial operations and staff....software. + Oral and written communication skills. + Customer service and problem-solving skills. + Demonstrated ability to supervise… more
- Raymond James Financial, Inc. (Chattanooga, TN)
- …Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and ... comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by...requirements of the AMP Program are designed to support long -term development, whether a candidate plans to be a… more
- Raymond James Financial, Inc. (Bluffton, SC)
- …Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and ... comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by...requirements of the AMP Program are designed to support long -term development, whether a candidate plans to be a… more
- Starfish Family Services, Inc. (Inkster, MI)
- …SUMMARY: The Chief Financial Officer (CFO) is responsible for overseeing all financial functions within the Agency, ensuring the long -term financial ... with the CEO and Board of Directors to develop long -term financial strategies aligned with the organization's...the finance and accounting team, ensuring proper training and professional development. + Act as a strategic advisor to… more