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Finance Segment / Region Liaison - Wealth Management
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- Partnering closely with Wealth Management segment and region colleagues, the Finance Segment/Region Liaison is responsible for continuous improvement on financial focus and performance expectations in an effort to deliver enhanced earnings to the organization.
- Provides advanced, short & long-term financial forecasting, budgeting, reporting and financial analysis support to identified region or business segment.
- Leads project workflows and strategic planning on a regular basis.
- 5 + years of financial analyst/analytics experience
- Financial Services experience in Wealth Management strongly preferred.
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