- Deloitte (Los Angeles, CA)
- …completed tax forms, supporting files, memoranda, and IRS audit responses + Monitor legislative and regulatory tax developments and work with the team to present ... + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification + Demonstrated analytical… more
- Deloitte (Atlanta, GA)
- …completed tax forms, supporting files, memoranda, and IRS audit responses + Monitor legislative and regulatory tax developments and work with the team to present ... Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced degree such… more
- City National Bank (Santa Fe, NM)
- …marketing materials to CNR's clients, prospects, and COIs. * Keep abreast of legislative and tax changes. * Enhance existing relationships and reduce attrition by ... to obtain within 24 months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18 months of employment *Additional… more
- University of Utah (Salt Lake City, UT)
- …with the strategic goals of the university. This role functions as a key advisor to the Dean and acts as a liaison to university-level financial administration. The ... financial and institutional reports, including surveys, audits, and donor or legislative reports. 11. Ensures compliance with university, state, and federal… more
- World Insurance Associates, LLC. (Chicago, IL)
- …carrier underwriting guidelines, alternative funding strategies, and evolving legislative frameworks. Builds and nurtures high-impact relationships with clients, ... fostering collaboration and delivering exceptional value. Serves as a trusted advisor and thought leader, championing innovation and excellence in broking practices.… more
- Kratos Defense & Security Solutions, Inc. (San Diego, CA)
- …risk tolerance.* Serve as the subject matter expert and primary legal advisor on employment law matters such as hiring practices, performance management, workplace ... and training on policies, practices, and regulatory obligations.* Monitor legal, legislative , and regulatory trends to proactively identify risks and opportunities… more
- BMO Financial Group (Chicago, IL)
- …related to business processes and information. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to achieve business objectives. ... knowledge of business and related risk management requirements and legislative /regulatory directives and guidance. + Builds effective relationships with… more
- SAP (New York, NY)
- …enterprise innovation and the evolving regulatory environment Serve as a trusted advisor to C-level on media strategy, reputation risk, and positioning, working ... & policy Proven success leading communications during major regulatory moments, legislative debates, or public affairs campaigns Executive presence and experience… more
- University of Pennsylvania (Philadelphia, PA)
- …with sophisticated investment portfolios. Serves as a senior legal advisor , delivers strategic counsel on complex matters involving institutional operations, ... tax-exempt organizations, including private letter rulings, audit defense, and legislative developments. + Work cross-functionally with investment officers, finance,… more
- New York State Civil Service (New York, NY)
- …following: * Responsible for all Division regulatory operations;* Acts as chief advisor to the Superintendent on a wide range of supervisory, transactional, ... regulatory, legislative , policy, enforcement and other matters related to the Insurance Division;* Ensures that the insurance-related programs of the Governor and… more