• Alvarez & Marsal (Los Angeles, CA)
    Description PEPI - CFO Services - Director ( Financial Reporting Advisory ) OVERVIEW: A&M CFO Services work with private equity held portfolio companies ... adherence to new or revised accounting standards and effective management of the financial reporting processes. CFO Services Provides the following pillar of … more
    Upward (07/02/25)
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  • Centri Business Consulting (New York, NY)
    …technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From ... Centri Business Consulting provides the highest quality advisory consulting services to its clients...Lead and manage multiple concurrent engagements within the Accounting Advisory practice to provide technical accounting and financial more
    Upward (07/20/25)
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  • Houlihan Lokey, Inc. (New York, NY)
    …and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services . The firm is the No. 1 investment bank for all ... Business Unit: Financial and Valuation Advisory Industry: Generalist/REVS...of services , including the Transaction Opinions, Transaction Advisory Services , Corporate Valuation Advisory more
    Upward (07/20/25)
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  • Houlihan Lokey, Inc. (Houston, TX)
    …Assisting in quality control, execution, and industry consultation across the entire financial advisory services platform; Creative content development, ... by cross selling other FVA, Corporate Finance, and Restructuring service offerings provided by Houlihan Lokey. The PV-dedicated Vice...by Houlihan Lokey. The PV-dedicated Vice President in our Financial and Valuation Advisory Services more
    Upward (07/06/25)
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  • Wisen HR (Deerfield, IL)
    …recruiting a talented individual to join their team as a Transaction Advisory Senior (TAS). Reports to: Transaction Services Manager Key responsibilities: ... Plan buy-side and sell-side transaction advisory engagements and financial due diligence on...management of opportunities to increase level and types of services to clients. Manage a team of 3. Key… more
    Upward (07/14/25)
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  • Santander Holdings USA Inc (New York, NY)
    …Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. ... mandates Lead teams in the execution of financing and financial advisory assignments Lead team in maintaining...demonstrated through a combination of work experience, training, military service , or education. What Else You Need To Know… more
    Upward (07/21/25)
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  • Capgemini (New York, NY)
    …: *You will support the sales and lead delivery of go-to-market offerings for Advisory services around CX platforms that improve ROI and enable client ... any industry (Consumer Products, Retail, Technology, Media, Utilities, Public Sector, Financial Services , Automotive, etc). CX Transformation Leadership &… more
    Upward (07/14/25)
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  • Harvest Wealth Group (Exeter, CA)
    …calling clients to maintain relationships and address their needs, including taking inbound advisory service calls. 30% | Meeting Preparation: Build or update ... Operating System (EOS), collaborating to deliver the best possible service . In our Virtual Planning Center, we manage a...series 65. - Sales Experience: Min. 2 years of financial advisory sales experience. - Volume Experience:… more
    Upward (07/11/25)
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  • New York Life (Dallas, TX)
    …a Licensed Insurance Agency and a New York Life company. 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a ... Fortune 100 company that is a leader in the financial services industry, New York Life will... advisory division, to offer wealth management and advisory services ,(2) estate planning strategies, and business… more
    Upward (07/01/25)
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  • Citigroup, Inc. (New York, NY)
    …a financial advisory capacity Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and ... equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: Full time Primary Location: New York New York… more
    Upward (07/03/25)
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