- Robert Half Management Resources (Lebanon, PA)
- …and schedules for financial and income tax reporting + Ensure compliance with Sales and Use Tax regulations + Ensure accurate and timely balance sheet ... + Bachelor's Degree in Accounting, Finance, or Business Administration required + CPA designation strongly preferred + 5+ years of progressive accounting experience,… more
- Bank of America (Newport Beach, CA)
- …clients **Desired Qualifications** **:** + Fiduciary professional with CTFA, CFP, AEP, JD , and/or CPA + Bachelor's Degree or equivalent business experience ... within the bank's risk/reward profile + Proven ability to confidently close sales and meet or exceed revenue targets + Has good people/partner communication… more
- Amazon (Seattle, WA)
- …partners to monitor business growth; evaluating the financial impacts of new sales plays and feature launches, and other strategic decisions -Leading the preparation ... financial savings, operational improvements, or customer benefits) experience - MBA, or CPA - Experience working with large-scale data mining and reporting tools… more
- Amazon (Seattle, WA)
- …partners to monitor business growth; evaluating the financial impacts of new sales plays and feature launches, and other strategic decisions -Leading the preparation ... financial savings, operational improvements, or customer benefits) experience - MBA, or CPA - Experience working with large-scale data mining and reporting tools… more
- Amazon (Seattle, WA)
- …partners to monitor business growth; evaluating the financial impacts of new sales plays and feature launches, and other strategic decisions -Leading the preparation ... systems, finance, or equivalent Preferred Qualifications - MBA, or CPA - Experience working with large-scale data mining and...Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards) - 4+ years of building financial and… more
- Bank of America (Portland, OR)
- …within the business community Desired Qualifications: * MBA or Post-Graduate Degree * CFP, CPA , CFA, CTFA, CFM or JD a significant plus **Skills:** + Business ... * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be a skilled negotiator * Ability… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of seven (7) to ten (10) years of personal trust administration experience ~or~ * JD , MBA, CTFA, CFP or CPA and four (4) years personal trust administration ... * Assists New Business Development personnel and Financial Advisors in the sales process through personal meetings, conference calls and seminar events. * Answers… more
- Robert Half Management Resources (Dallas, TX)
- Description We are looking for an experienced Sr. Property Accountant to join our team in Dallas, Texas. This long-term contract position will be 100% onsite. The ... Sr. Property Accountant will have responsibilities within the fund accounting group...accordance with GAAP + Prepare schedules related to investment sales and ensure accurate recording of related entries in… more
- Tompkins Community Bank (Mount Kisco, NY)
- …of experience in Wealth Management, Business Development, and Relationship Management. + CFP, CPA , or JD certification(s) preferred. Benefits + Medical + Dental ... Support & Leadership + Provide guidance to teammates on client development and sales strategies. + Promote a collaborative and growth-oriented team culture. + Mentor… more
- City National Bank (Chicago, IL)
- …to obtain within 18 months of employment *Additional Qualifications* * Advanced Degree ( JD or CPA or Masters in Tax/Accounting/Business) helpful * Ability to ... of legislative and tax changes. * Participate in the sales process to grow revenue by calling on prospective...within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain… more
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