- Citigroup (New York, NY)
- …of Directors reports, and executive management reports as well as lead quarterly competitor reviews, quarterly annotated supplement, and quarterly investment reports ... + Lead the estimation of risk capital and embed estimation and other metrics of capital usage into management reports and decision processes + Prepare/present to… more
- Citigroup (New York, NY)
- The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi's financial ... reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP &A teams. + Prepare analytics in support of CEO Reviews, including business… more
- Citigroup (O'Fallon, MO)
- …spectrum of consumer mortgage needs nationwide. **Position Summary** Reporting to Director of FP &A, the Financial Planning and Analysis Lead Analyst is a senior ... quarterly reforecasts, and monthly outlooks in partnership with segment, business, and country FP &A teams. + Become a SME on Mortgage division and serve as a… more
- Citigroup (New York, NY)
- The Financial Planning and Analysis Senior Lead Analyst is a senior level position responsible for providing management with an analysis and insight of Citi's ... of financial reports of Citi's current and projected performance. **Responsibilities:** + Lead creation of Citi financial reports and liaise with finance teams to… more
- Thrivent Financial (Appleton, WI)
- …in presenting and facilitating in order to drive understanding of concepts and practices that lead to new FP success. + Licensing: + FINRA Series 7, 63/65 or ... be successful * Attracts high quality, diverse talent into FP roles Develop New FPs and Support the Launch...Develop New FPs and Support the Launch of New FP Practices + Model and coach on all elements… more
- Thrivent Financial (Appleton, WI)
- …in presenting and facilitating in order to drive understanding of concepts and practices that lead to new FP success. + Licensing: + FINRA Series 7, 63/65 or ... by attracting high quality, diverse talent into financial professional ( FP ) roles * Ensures new FPs are given the...to grow capacity by attracting and cultivating quality, diverse FP candidates in focus market. + Execute a plan… more
- Robert Half Finance & Accounting (Bloomington, MN)
- …experience in global financial planning and analysis, with a proven ability to lead corporate FP & A functions. * Strong expertise in budgeting, forecasting, ... team in Bloomington, Minnesota. In this role, you will lead corporate financial planning and analysis initiatives while partnering...market dynamics. * Partner with the Sr. Director of FP & A to support leadership teams in achieving financial… more
- Covenant Health Inc. (Knoxville, TN)
- …and peers for validation and identification of best practices. Takes lead on initiatives with decision support partners, and proactively makes recommendations ... Provides work leadership and direction for less experienced staff members. Takes lead in training others in financial modules as needed. Proactively cross-trains… more
- Bank of America (Chicago, IL)
- Private Wealth Relationship Manager ( FP ) Chicago, Illinois **Job Description:** **Job Description:** FOR PRIVATE WEALTH MANAGEMENT ONLY. The Relationship Manager ... designation + Possess and demonstrate strong communication skills + Ability to lead through collaboration and influence without direct authority + Detail oriented… more
- Bank of America (Winston Salem, NC)
- Relationship Manager- EGP ( FP ) Winston Salem, North Carolina **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... designation + Possess and demonstrate strong communication skills + Ability to lead through collaboration and influence without direct authority + Detail oriented… more
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