- JPMorgan Chase (Plano, TX)
- …+ Monarch and Stucky ABL knowledge is helpful + CPA (Certified Public Accountant ) or Public Accounting + CFE (Certified Fraud Examiner) JPMorganChase, one of the ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- National Association of Insurance Commissioners (Kansas City, MO)
- **Job Description:** The Chief Financial Officer (CFO) is a member of the Senior Leadership Team and reports to the CEO of the Association. This position is ... includes summary financial information; details of revenues, expenses and investment income; proposed new projects (fiscals) and related supporting documentation… more
- Comerica (Frisco, TX)
- …of Comerica's investment portfolio. Prepare and present diversification and investment strategy presentations to senior management. Utilize and maintain a ... individual security and product type analysis utilized to formulate investment strategy, purchases and sales of multimillion-dollar securities, internal, external,… more
- Binghamton University (Binghamton, NY)
- …for donor advised funds in accordance with policies established by the Board Investment Committee; + make recommendations on the annual spending rate to the ... Foundation's Investment Committee based on endowment shares calculation; + oversee...including experience in a Chief Finance Officer or other senior finance role, preferably within a nonprofit, foundation, or… more
- Truist (Atlanta, GA)
- …pricing, profitability, expense efficiency and value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities. Prepare ... pricing, profitability, expense efficiency and value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities. Prepares… more
- NextEra Energy (Juno Beach, FL)
- …specific investment decisions facing Distributed Generation as requested by senior management. + Leads the development and maintenance of department financial ... simple to understand analysis for management decision making, communicating the key investment benefits and risks to senior management, and providing expertise… more
- City National Bank (Jersey City, NJ)
- …Fiduciary & Investment Risk Specialist (CFIRS) Or * Certified Public Accountant (CPA) Or * Certified Internal Auditor (CIA) Or * Certified Information Systems ... AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management,… more
- Truist (Atlanta, GA)
- …Group (SEG) Corporate Relationship Manager is responsible for partnering with the Senior Corporate Relationship Manager for growth of the national Sports & ... support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner… more
- Truist (Philadelphia, PA)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... through sound financial planning and advisory concepts, and actively monitors assigned investment accounts for adherence to investment and asset allocation… more
- Truist (Atlanta, GA)
- …pricing, profitability, expense efficiency and value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities. Prepares ... Board of Directors, Investor Relations, and various regulatory agencies. 3. Senior Financial Manager role that coordinates financial analysis and reporting process… more
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