- Allied Universal (Conshohocken, PA)
- …hiring a Regional Financial Controller. The Controller position is chartered with financial business partnership to the northeast region. In this role, the ... Controller will serve as a trusted advisor to management teams on items such as monthly...and cash flow performance. Key functions include close facilitation, business analysis, budgeting / forecasting, and cash acceleration. **RESPONSIBILITIES:**… more
- US Foods (Twinsburg, OH)
- …**ESSENTIAL DUTIES & RESPONSIBILITIES:** **Own the execution of Area finance strategy** + Advisor on long-term business financial and strategic planning to ... partner by bringing an end-to-end value chain perspective, broad business acumen, and an independent point of...information to learn and help execute as a trusted financial advisor + Review balance sheet health… more
- City National Bank (Newark, DE)
- …models using eMoney, Excel, Powerpoint, and Word programs. * Work directly with independent financial advisors and clients to understand their specific goals and ... candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced… more
- BMO Financial Group (Chicago, IL)
- …supports their development, and manages poor performance. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic ... leads the execution of strategic initiatives to deliver on business and financial goals. + Measures the...system and framework; recommends changes as required. + Conducts independent analysis and assessment to resolve strategic issues. +… more
- Applied Materials (Santa Clara, CA)
- …as relevant. Identify assumed impact, timing and actions required. + Drive the financial performance of your business unit(s) relative to expectations: + Prepare ... to support strategic initiatives, portfolio prioritization, and complex financial modeling. This position requires an individual who is...& Preferences** + Proven ability to operate as an independent finance partner to business leaders +… more
- Charles Schwab (Westlake, TX)
- …profitably grow, compete and succeed in their business efforts. Schwab Advisor Services serves over 16,000 registered independent advisors (RIAs) who manage ... Services. The Executive Planning team assists in running the Advisor Services business with creation of executive...serving the financial services industry (preferred) + Financial advisor industry knowledge (preferred) In addition… more
- Ankura (Nashville, TN)
- …Ankura's Transaction Advisory Services (TAS) professionals bring deep expertise in financial due diligence, mergers and acquisitions, and strategic advisory. Our ... decision-making and value creation. Role Overview The Senior Managing Director - Financial Due Diligence is a senior executive role within Ankura's TAS practice.… more
- Amazon (New York, NY)
- …service teams and professional services), as well as external systems integrators and independent software vendors, to support the best business solution for ... our global customer and partner relationship with a strategic banking financial services enterprise customer. The Account Manager is responsible for partnering… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …partners, and miscellaneous RJFS business expenses. + Consult with financial advisor 's tax professionals + Manage existing third-party vendor relationships ... advisors and conduct live presentations to highlight the service offerings of Independent Business Consulting. + Proactively manage pipeline of committed… more
- Thrivent Financial (Hendersonville, NC)
- Summary Michael Jay Raymond is an independent Wealth Advisor of Thrivent Financial . We take a broad-based approach to helping our clients achieve multiple ... financial goals. His practice helps our clients analyze their...Assistant will provide high level support to the Lead Advisor , Michael Jay Raymond, by handling various tasks as… more