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Reporting to the CFO, the Director of Financial Planning & Analysis - Fintech/Insurtech, is primarily responsible for overseeing Covered's ('Company') financial analytics and forecasting platform and will be a key partner in analyzing strategic growth opportunities that will drive profitable growth for the company.
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A career in Treasury Advisory, within Risk & Regulatory Advisory, will allow you to advise financial institutions on developing strategies to optimize financial performance and risk management across financial risks, including liquidity risk, market risk, counterparty credit risk and interest rate risk.
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Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions.
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Well established downtown Houston lawfirm Their clients include individuals, families, trusts, estates, major financial institutions and American and foreign business interests engaged in real estate development and management, aviation, upstream oil and gas, construction, insurance, retailing, wholesaling, manufacturing and merchandising.
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Experience supporting or leading Cyber Threat Intelligence, Vulnerability Management, Application Security for large financial institutions including a national or global environment extending across multiple countries and time zones.
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As a member of the Risk & Regulatory Advisory team, you will advise financial institutions on a broad range of credit risk management topics including organization and governance; credit process optimization; risk rating model design, build and implementation; credit regulatory assessments; and Current Expected Credit Losses (CECL) process and tools.
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Reporting directly to the President, they oversee all finance - budgeting, accounting, financial reporting, financial planning and strategy, asset management, and risk and liability management - and operations functions - information technology, human resources, physical offices - and will supervise the VP of Finance, VP of Technology, and VP of Human Resources.
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10+ years of relevant experience working with high/ultra-high net worth individuals a plus: preferably with an RIA, investment management firm, or Financial Planning firm. · Proficiency in utilizing Financial Planning Software such as eMoney.
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We are looking for an experience Investment Banking Vice President to join our Insurance and/or Asset & Wealth Management coverage in our Financial Institutions Group (FIG). Financial Institutions Group Investment Banking Vice President page is loaded.
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Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
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As part of Consumer Banking, the branch-based Chase Wealth Management Private Client Advisor offers comprehensive financial planning and advice to individuals and families. JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands.
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Enterprise offers a range of business and personal banking services, and wealth management services including financial planning, estate planning, investment management and trust services to businesses, individuals, institutions, retirement plans, and non-profit organizations.
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Our valuation work is a key piece of diligence helping financial institutions prepare asset-based loans for a variety of companies within a broad range of industries including Retail and Consumer Products, Metals, Energy, Building Products, Automotive, among others.
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Macroeconomic and regulatory environment as they relate to financial institutions; Knowledge of balance sheet management, asset liability management (ALM), funds transfer pricing (FTP), capital management, financial performance management and hedging.
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Assist the VP of Finance in financial planning and analysis (FP&A) activities, including costing, forecasting, and budgeting. Provide accurate and timely financial information to support strategic planning and decision-making processes.
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