- Oracle (Jefferson City, MO)
- …strategies and value-creation goals to tailor sales pitches. Act as a trusted advisor , providing insights and solutions tailored to PE firms and their portfolio ... services. Existing network and relationships within the private equity ecosystem preferred . Strong understanding of PE deal structures, fundraising cycles, and… more
- Athene (West Des Moines, IA)
- …management, and strategic direction to enhance sales effectiveness, strengthen advisor relationships, and achieve sales targets. Accountabilities: + Helps increase ... or complaint cases, while weighing company philosophy, compliance, business risks, tax and legal ramifications and administrative costs. + Builds and maintains… more
- CVS Health (Woonsocket, RI)
- …plan investment administrative operations between the trustee, investment advisor (s), consultants and recordkeeper for fiduciary oversight, investment changes ... retirement plans (areas include external reporting (11-K), federal and state tax filings (Form 5500, 8955-SSA, M-1, etc.), participant communications (401(a)(5),… more
- US Bank (Hackensack, NJ)
- …in order to provide key deliverables to multiple clients. Serves as trusted advisor to clients by continually assessing changing business and strategies, as well as ... Reviews the accounting and financial statement information provided for audit and tax reviews, documentation, and set-up of the accounting principles for unusual… more
- Minnesota State (Bemidji, MN)
- …+ A strong desire to interact with students on campus in a faculty/ advisor role. + Experience working with diverse cultures and populations in a clinical ... and/or educational setting, including nontraditional and underrepresented students. ** Preferred Qualification** + Doctor of Nursing Practice degree, or PhD in… more
- Wipfli LLP (Minneapolis, MN)
- …in continuing professional education programs + Serve as a trusted business advisor for clients and associates + Proactively identify improvement opportunities in ... by college GPA; Minimum 3.2 GPA + CPA eligibility preferred + An accounting internship experience preferred ...services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli… more
- Truist (Boca Raton, FL)
- …offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax - preferred savings accounts, and a 401k plan to teammates. ... of a portfolio of national dealer accounts, serving as their trusted advisor and primary contact. 2. Drive partner engagement by providing ongoing training,… more
- PNC (Cleveland, OH)
- …be based in Cleveland, OH. In this role, you will support the Estate Settlement Advisor /s in all aspects of estate and trust administration and the delivery of an ... distribution, and use of client management, workflow, trust accounting and tax systems. Frequent communication with clients, internal team members, attorneys, and… more
- Oracle (Frankfort, KY)
- …ability to engage and be engaging at all levels. + Develop trusted advisor relationship with key personnel (Business and IT) at Partner/Customer. + Provide objective ... Previous experience with Tier 1 Consulting or IT Companies preferred . + Requires BA or BS or equivalent experience....Health care and dependent care Flexible Spending Accounts 6. Pre- tax commuter and parking benefits 7. 401(k) Savings and… more
- Sargent & Lundy (Englewood, CO)
- …part of a multi-disciplinary team as the lead process engineer and/or senior technical advisor for multiple projects. + Develop the heat and material balance for new ... in midstream and/or upstream. + Professional Engineering License is preferred . + Strong knowledge of gas plants and gas...Back-Up Daycare + FSA & HSA + 401(k) + Pre- Tax Commuter Account + Merit Scholarship Program + Employee… more