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Build and maintain relationships with financial advisors, external legal counsel, and other market ... Proficiency in data gathering, analysis, and synthesis using various tools, including Excel ...
Advise internal teams how to correct entry errors that prevent statement processing * Advise ... Strong Microsoft Excel skills * Strong written and oral communication skills * Strong time ...
In this role, you'll become a trusted advisor to our clients and deliver highly effective ... Expert-level user of Excel or Google Sheets (a must). * Proficiency in Microsoft Office Suite or ...
The Milrose family of companies--Milrose Consultants, Masterplan, Permit Advisors, SF Codes ... Proficiency in using Mobile Devices, PCs, including software such as Word, Adobe Acrobat, and Excel ...
The Case Manager is responsible for managing many small things through the day so that the advisor ... Enter new leads into CRM software and Excel CRM List * Obtain contact numbers for leads from online ...
Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in ... Have familiarity with SQL and Excel for product analysis. * Have an analytical mindset with the ...
We welcome individuals who excel in collaborative, varied teams and value the unique contributions ... Advise on a variety of commercial legal matters and legal support requirements as part of the ...
Develop and maintain relationships with investors, investment advisors/managers, banks, brokers and ... Proficient in Microsoft Applications (Word, Excel, PowerPoint etc.) Additional Information Salary ...
... advisors. SKILLS & KNOWLEDGE YOU SHOULD POSSESS: * Minimum of 3 years of experience in public ... Proficient with Microsoft Excel (Advanced, Pivot Tables, VLOOKUP's, Conditional formulas
Collaborate with external auditors, tax advisors, and other financial professionals as needed ... Proficiency in accounting software and Microsoft Office Suite (Excel, Word, PowerPoint
Excel & Outlook, Proficient: Word & PowerPoint) * Demonstrate a thorough understanding of new ... Act as a trusted advisor to a sales VP and their leadership in developing the go-to-market strategy ...
Liaise with external auditors, tax advisors, and regulatory authorities as required. Position ... Proficiency in financial software and Microsoft Excel. Experience with QuickBooks or similar ...
High proficiency in Microsoft SQL Server, Microsoft Office (EXCEL), Bloomberg Terminal What We ... Trading Advisors (CTAs), commercial hedgers, and risk managers. These firms rely on the TT ...
Digital Advisors including 2-3 direct reports * Operations Team * Marketing Team EXTERNALLY ... Proficient in Microsoft Excel, Word, and PowerPoint; * Excellent oral and written communication
Acts as a strategic advisor to the CEO and senior management team * Participates with the CEO and ... Advanced knowledge of Microsoft Office programs (Word, Outlook, Excel) or Google Suite * Excellent ...
We foster a community of Talent made up of trusted advisors to our clients and one another, trail ... Demonstrated understanding of Microsoft Word, Excel and PowerPoint * Ability and experience working ...
Common Energy's board and advisors include executives from Facebook, Google, and President Obama ... Google Drive, Excel, and Salesforce experience a plus * You are passionate about problem solving ...
Communicate directly with clients and their external advisors. * Collaborate with the internal ... High proficiency with Microsoft Excel, PowerPoint and Word with ability to quickly learn new ...
... advisors of the R&D tax credit Requirements Requirements * Bachelor's degree in Accounting ... Excellent quantitative and Excel skills * Strong written and verbal communication skills * Ability ...
Be part of a core team focused on advising companies on high-stakes, event-driven financial and ... Proficient skills in Word, PowerPoint and Excel and comparable programs * Experience with a variety ...
Collaborate closely with senior bankers, analysts, legal advisors, and other professionals to ... Strong financial modeling skills and proficiency in Microsoft Excel. Knowledge of financial ...
... advisors, and auditors develop strategies and solutions to help our clients thrive in today ... Excel and Word skills · travel overnight, as needed (approximately 10%) Our Commitment to ...
... third party advisors, including lending relationships, servicing partners, rating agencies ... including Excel and PowerPoint skills is required. · Excellent analytical, written and verbal ...