- ONYX Insight (Broomfield, CO)
- …of payroll entries, expenses, cash, purchase ledger, sales ledger, and sales tax . Management of cash flow and debt collection. Management of accounts payable ... sectors. 3-7 years of experience including public accounting or senior accountant responsibilities Stakeholder management and communication skills Expert user… more
- JPMorgan Chase (New York, NY)
- …are seeking a dynamic individual with experience and comfort working closely with investment leads and senior business stakeholders to accelerate the build-out ... JP Morgan Asset Management is the world's third-largest alternatives manager , with a 40-year history of delivering innovative alternative solutions across market… more
- Neuberger Berman (New York, NY)
- …Group LLC:** Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... will provide a high level of direct interaction with senior personnel on both the investment and...in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities… more
- CIBC (Chicago, IL)
- …portfolios, and implement investment recommendations in collaboration with Senior Relationship Manager . + **Optimize Portfolio Outcomes:** Prepare insightful ... you will play a key role in supporting a Senior Relationship Manager to deliver comprehensive financial...performance reports, address liquidity needs, and manage tax strategies and manager transitions to enhance… more
- Atria Wealth Solutions (Fort Worth, TX)
- …analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities ... Manager and trains, if necessary, with Program Manager . + Drives investment and program integration...the future of wealth management with the open-minded agility, senior -level access, and expert technology to help get you… more
- Lincoln Financial (Charlotte, NC)
- … investment accounting issues. + Conducts presentations and communicates complex investment accounting risks and financial implications to Senior Management. ... Lincoln's General Account Invested Assets on a Statutory, GAAP, Management & Tax basis. They will perform complex research, analysis, & proper accounting treatment… more
- Shuvel Digital (Washington, DC)
- …authorities; QUALIFICATIONS + At least 15+ years of progressive experience in senior financial management roles within financial institutions, investment firms, ... POSITION OVERVIEW The Washington Area Community Investment Fund (Wacif) seeks a dynamic and experienced...SUPERVISES: Director of Finance and Financial Planning & Reporting Manager DUTIES & RESPONSIBILITIES + People Management + Set… more
- TIAA (Boston, MA)
- …to support complex gift planning initiatives and the resolution of gift administration, tax , and investment issues on specific client accounts. + Reviews and ... The Senior Planned Giving Technical Consultant job provides expert...advice to the department's management and staff regarding legal, tax , and regulatory requirements that affect charitable gift planning… more
- City of Boise (Boise, ID)
- …Retirement and Investment Plans: + PERSI retirement benefits + 401(k) or 457b pre- tax investment options with employer match. + 457b Roth after- tax ... savings account. + Retirement & Investments: PERSI retirement benefits, 401(k) or 457(b) pre- tax options with employer match, and 457(b) Roth after- tax options.… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... across our private equity fund of funds, secondary investments, co- investment and direct investment areas, including private...+ Review management fee calculations + Assist audit and tax professionals in year-end audit and tax … more