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Our client is a leader in the manufacturing & construction industry offering their services all over the east coast.A family owned business where the pandemic helped grow their business exponentially as they are approaching 65 years of services.Financially stable organization that provides company o

Financially stable organization that provides company outings, catered thanksgiving events, and fun holiday parties. Prepare and maintain financial records, including journal entries and reconciliations. Prepare financial statements and reports.

Job Description for the Full Charge Bookkeeper:.Our Client is seeking a detail-oriented Bookkeeper to join their finance team.In this role, you will be responsible for maintaining accurate financial records and supporting the organization's mission through effective financial management.This role is

Accounts Receivable and Billing Specialist. About the Company- Accounts Receivable and Billing Specialist. They are seeking an Accounts Receivable & Billing Specialist to join their growing team; this role will report directly to the Controller therefore great exposure if you are looking to lear

Prepare financial statements, budgets, and cash flow reports. Oversee fixed asset depreciation and financial processes.

Financially stable organization that provides company outings, catered thanksgiving events, and fun holiday parties. Maintain accurate financial records.

Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. As a Financial Consultant Partner. If you are a licensed financial professional.

In this role, you will be responsible for maintaining accurate financial records and supporting the organization's mission through effective financial management.

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. We fully support you with an open architecture product platform and top resources in the fina

We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Accountable for performing financial analysis, including benefits cost projection, plan design modelling alternatives, and creat

Prepare financial statements, budgets, and cash flow reports. Oversee fixed asset depreciation and financial processes.

The Financial Benefits Consultant will work closely with the team and directly with executives to implement solutions, service accounts, and answer questions to help them achieve their long-term financial objectives. The Financial Benefits Consultant will be responsible for financial wellness conver

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the fina

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. We fully support you with an open architecture product platform and top resources in the fina

You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele. We fully support you with an open architecture product platform and top resources in the financial industry, while y

New York Blood Center Grants And Financial Analyst. The Grants and Financial Analyst will be responsible for managing an independent research portfolio of faculty members with a wide range of complex research projects. Reconcile accounts; perform accounting associated with monthly and annual close;

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. Chart your own path and grow your career while helping more customers achieve financial freedom. As a Financial Consultant Retirement Plan Advisory Team (

Update financial plans to reflect changes in client’s personal or financial situation as well as for changes in tax law and investment environment. Conduct detailed data gathering sessions - collect, review and summarize client’s personal and financial information. Present financial plans and an

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

As a Healthcare Financial/Actuarial Director, you will be a key member of the Financial, Actuarial and Analytics (FAA) Community of Expertise. Financial Strategy and Modeling: Develop pricing strategies, employee contribution models, reserves, and forecasts across self-insured, fully insured, and al

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. Minimum of two (2) years investment sales experience (preferably in a financial institution). Excellent knowledge of investment/insurance products and financial plan

Prepare and provide financial analyses to operators, as requested. As a Senior Financial Analyst, you will play an integral role in the day-to-day management of Sports Production finances, including payment, tracking, budgeting, and forecasting. Attend budget meetings, manage follow-up, work closely

Conduct research and evaluate financial processes, systems, and methodologies to improve efficiency and effectiveness. Strong hands on knowledge of Excel and Power Point and working knowledge of computerized financial systems (Oracle Finance, Hyperion, ESS, etc. This role plays a critical part in dr

Experience with Unit 4 Agresso financial system or other financial planning systems. The Advisor, Financial Analysis and Business Partnering provides financial and analytical support to the Agency's strategic and operational planning processes by supporting the annual budget processes and leadership

Prepare, maintain, and reconcile financial records and reports for municipal and Board of Education grant programs. Prepare financial statements, reports, and analyses for grant programs.

CAPTRUST is seeking a full-time Senior Wealth Client Management Consultant to work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to

Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals.

At Regions, the Regions Affordable Housing (RAH) Financial Analyst develops complex financial models, financial planning systems, and procedures designed to protect assets and enhance yield for affordable housing transactions using the low-income housing tax credit. Under the direction of a more sen

You'll develop, interpret, and implement financial concepts for financial planning and control. Preparing and reviewing reports & other analyses as required for achieving financial objectives. Understanding financial models to forecast results.

Presidio's financial strategy and performance. You will partner with senior executives and business leaders to drive financial planning, forecasting, and decision support, providing critical insights that guide corporate growth, resource allocation, and profitability. Partner closely with business a

Job Description: At Regions, the Regions Affordable Housing (RAH) Financial Analyst develops complex financial models, financial planning systems, and procedures designed to protect assets and enhance yield for affordable housing transactions using the low-income housing tax credit. Under the direct

At Regions, the Regions Affordable Housing (RAH) Financial Analyst develops complex financial models, financial planning systems, and procedures designed to protect assets and enhance yield for affordable housing transactions using the low-income housing tax credit. Under the direction of a more sen

Produce monthly reports, which include key metrics, financial results, and variance reporting. Strong working knowledge of Excel and financial modeling.

Oversee the funds' progress on preparation of annual fund financial statements in accordance with US GAAP.

Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred. Basic understanding of investment and financial planning strategies preferred. Identify, build and deepen relationships to gain incremental wallet share of

The Financial Planning & Analysis (FP&A) Analyst plays a critical role in driving financial insight and strategic decision-making across the Bank. Reporting to the Director of FP&A, this position is responsible for delivering accurate, timely, and actionable financial analysis, forecasts, and perfor

Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.

You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele. We fully support you with an open architecture product platform and top resources in the financial industry, while y

Responsible for financial reporting and financial projections for the reporting segment and for delivering meaningful analysis to Senior Management in support of decision making. Financial Planning & Analysis:. Model financial projections (annual budget and re-forecast) for the reporting segment, in

Presidio's financial strategy and performance. Lead company-wide financial planning, budgeting, and forecasting processes that align with strategic objectives. You will partner with senior executives and business leaders to drive financial planning, forecasting, and decision support, providing criti

Prepares financial statement spreads and reviews the adequacy of supporting financial information and the need to obtain additional and/or more current financial data. High proficiency in analyzing financial statements, cash flow and financial ratio analysis. Underwriting Officer Senior-Flagstar Fin

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

Aid in the preparation of the hospital’s annual financial, ICR audit and DOH DSH audits. Ability to identify, gather and compile pertinent information used to prepare detailed financial, statistical and narrative reports; ability to perform analytical reviews; ability to deal effectively with a wi

Santander is a global leader and innovator in the financial services industry. You will be given exposure to the innerworkings of one largest financial institutions in the world. Support gathering, spreading and review of client financial statements.

This individual will partner closely with senior leadership to develop financial strategies, manage reporting and compliance, and implement operational improvements that support growth and long-term sustainability. Lead budgeting, forecasting, and financial reporting processes, delivering accurate a

Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide

Under this model Financial Advisors are not employees of LPL Financial. LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Affinity Federal Credit Union in Norwalk, CT would allow you to join the Investment

You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele. Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA