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Review and analyze a clients current financial situation and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
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Gather client data, both quantitative and qualitative, and work with clients in understanding and defining their financial planning and investment needs and objectives. 75% of wealth managers do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel.
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Identify potential issues the client may have, explain financial planning concepts, clarify client goals, and prepare financial plans. Depth of knowledge in at least one key area of financial planning.
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Experience working with financial planning software. The Principal Wealth Manager role at Savvy is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens.
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Budgets and external guidance, reporting to Financial Planning & Analysis (FP&A) Master of Business Administration (MBA) degree, Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA.
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The 14 departments that make up the executive side are Police Services, Fire and Emergency Services, Corrections, Communications, Support Services, Financial Services, Community Services, Human Resources, Information Technology Services, Law, Planning and Development, Water Resources, Child Advocacy & Juvenile Services, and Transportation.
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We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Ameriprise Financial is seeking a Finance Manager to support expense analytics within Ameriprise Financial Wealth Management.
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Drafts and recommends finance related policy to the Township Manager and develops plans for the implementation of financial goals and objectives. Work involves directing and administering, the Township’s municipal funds, budgeting and financial reporting, financial forecasting and long-range planning, accounting systems and internal controls, systems development, debt management, external and internal auditing, grants management, payroll, revenue collection, pension administration, cash management, centralized purchasing and contracting.
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Deep knowledge in Aerospace & Defense finance and accounting operations – budgeting, financial planning & analysis, project control accounting, government contract regulatory accounting requirements and financial reporting.
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Owner Manager Planning and Control will coordinate Scheduler-Cost Controller Group to ensure the accomplishment of the Portfolio planning and control goals. Scheduler-Cost Controller Group will work under Manager Planning and Control who will provide direction and oversight.
$76,000 - $123,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Knowledge of balance sheet management, asset liability management (ALM), funds transfer pricing (FTP), capital management, financial performance management and hedging; 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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Business Administration/Management, Mathematical Statistics, Statistics, Applied Mathematics, Financial Mathematics, Mathematics, Finance, Financial Markets, Economics and Finance, Quantitative Finance, Banking and Finance, Economics, Business Analytics.
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7+ years of relevant experience in financial planning & analysis, corporate finance, or investment banking; experience with cloud computing is strongly preferred. The Manager, Finance will lead the development and implementation of key financial processes, including the annual budget, short and long-term financial forecasts, and the associated analysis & reporting against actual results.
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The Strategic Finance Manager position will report to Senior Manager, Financial Planning & Analysis. Develop, update, and maintain long-range scenario-based financial models to guide strategic planning.
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IT Validation Manager for our Dynamics 365 and financial solutions Permanent Placement. IT Validation Manager for our Dynamics 365 and financial solutions. As IT Validation Manager, you will join the Product Team supporting our Finance and Product Supply business functions, mainly through our Microsoft Dynamics 365FO platform.
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