- Robert Half Finance & Accounting (San Francisco, CA)
- … finance team. This is a fantastic opportunity for professionals in public accounting to transition into investment accounting, taking on immediate ... General Partner ledgers, including quarterly expenses, accruals, intercompany activity, investment transactions, and partner allocations. + Prepare and review… more
- US Bank (Boston, MA)
- …Fund Administration, investment company financial reporting or related field, ie, public accounting. + Strong knowledge of US GAAP, Regulation S-X and ... accurate reporting. The ideal candidate will have a strong background in investment accounting and GAAP reporting. **ESSENTIAL FUNCTIONS:** + Prepare and review… more
- American Water (Camden, NJ)
- …cash forecasting. Lead support to Sr Treasury Leadership for all subsidiary public and private tax exempt debt offerings and redemptions and re-financings, including ... daily liquidity positioning process as well as short-term debt issuances with various investment banks. * Funding of daily cash needs through issuance of commercial… more
- MTA (New York, NY)
- …year-end financials, and other selected financial data as needed. + Prepare the investment roll forward monthly and all debt/ investment schedules. + Ensure that ... + Record monthly journal entries on credit card charges, investment transactions, and GASB 68 pension transactions. + Prepare...Experience: + Bachelor's degree in Accounting , Business, or Finance . + Minimum 5 years of related work experience.… more
- Robert Half Finance & Accounting (Chicago, IL)
- …or responding directly to accounting related investor inquiries. * Coordinate with public accounting firm auditors to plan interim reviews and yearend audits, ... and participate in technical discussions. * Research and apply accounting rules to investment fund transactions by referencing the Audit Guide for Investment … more
- Raymond James Financial, Inc. (New York, NY)
- …Sales & Trading, Affordable Housing Investments, Fixed Income Sales & Trading, and Public Finance Underwriting. + Manage and develop the Capital Markets ... ten (10) years of managerial experience with an emphasis on finance and operations, within an investment advisory or management firm. + Ten (10) years of… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …close to 1,400 Financial Advisors across all 50 states. Dunham & Associates Investment Counsel, Inc., a subsidiary of Dunham, is an independently owned, registered ... Broker/Dealer and Investment Adviser helping Financial Advisors and individual investors reach...regulations, etc.; + Formulates/enhances objectives, policies and procedures for finance , human resources and compliance as required; + Primary… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …strategies. + Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary services; ... Promote the Wealth Consulting teams through home office visits and public speaking engagements. + Extensive collaboration with internal and external business… more
- Valvoline Global (Lexington, KY)
- …lines (10%). + Maintain relationships with potential transaction sources, including investment bankers, private equity firms, advisors, and target companies (10%). + ... Support financial modeling and valuation analyses using Discounted Cash Flow (DCF), public company comparables, and precedent transaction techniques (15%). + Act as… more
- Cardinal Health (Dublin, OH)
- …or equivalent work experience, preferred + Experience in corporate development, investment banking, private equity, venture capital, strategy, finance , or ... planning and closing processes:_ + **Deal Strategy** : Work with business, finance , and strategy teams to develop a business case for each acquisition,… more