- Deloitte (Detroit, MI)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Charged Financial Advisor (CFA) Preferred + ... effective research, and verbal and written communication skills + Aptitude in MS Project , Word, Excel, and Visio + Previous Big 4 experience + Previous tax… more
- Arizona Public Service (Phoenix, AZ)
- …impact. What your day would be like: + Serve as a trusted legal advisor to leaders and project teams, providing clear, business-aligned guidance on commercial ... retained by the company. 4) Direct and coordinate the workflow of project teams, while maintaining positive working relationships with internal and external… more
- Jacobs (Milwaukee, WI)
- …up requirements, and customer communication. The SME will serve as a trusted advisor for clients and project teams, guiding implementation of best practices ... line replacement, regulatory reporting, etc. * Support clients in aligning project scopes with funding eligibility requirements. * Prepare technical reports,… more
- Deloitte (Nashville, TN)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability ... in fixed income financial products, income tax principles, debt instruments and/or project management + Big 4 experience or equivalent + Data Analytics experience… more
- Deloitte (Richmond, VA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + ... degree such as MST or MAcc + Mid-Level to Advanced skills in MS Project , Word, Excel, and Tax Depreciation Software + Self-starter with demonstrated ability to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …solutions. This role supports our core business strategy by advancing the RCS Advisor 's desktop experience. Working under limited supervision and with a high level ... rollout of key tools and enhancements impactful to our advisor experience. The Analyst is expected to bring an...business requirements + Partners with team members to develop project schedules, reports and documentation and may be required… more
- TEKsystems (Pittsburgh, PA)
- …relationships with Executive-level client stakeholders, acting as a strategic advisor and promoting long-term engagement. * Regularly report on account/program ... through every engagement. * Drive and direct regular customer, project , and solution health checks with client project...ability to establish trust and act as a strategic advisor . * Excellent leadership and team management skills leading… more
- M&T Bank (Buffalo, NY)
- …with senior management, peer networking, and working in teams on two group project assignments. OJT responsibilities vary by department and are assigned by the ... Implement investment strategy recommendations. + Prepare and review with Investment Advisor as needed, portfolio recommendation letters for advisory and co-trustee… more
- Vanguard (Malvern, PA)
- …Offer Development Strategist role is an exciting opportunity to join the Financial Advisor Services (FAS) division at Vanguard in our Advisor Solutions ... + Act as a subject matter expert on financial planning topics and advisor needs to influence solution development and enhancement priorities. + Contribute to the… more
- Terracon (Carson, CA)
- …cost estimates, as well as routine and complex client deliverables. + Serves as advisor to junior-level project team members. + Follow safety rules, guidelines ... and standards for all projects. Participate in pre-task planning. Report any safety issues or concerns to management. + Be responsible for maintaining quality standards on all projects. **Requirements:** + Bachelor's degree in facility management, building… more
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