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Job Overview Position Schedule: Full-Time The Financial Planning & Analysis (FP&A) area is seeking a highly skilled and highly motivated Analyst II to serve as a Shared Services SFO (senior financial officer) within the firm's functional area FP&A Team. FP&A's vision is to be the "financial advisor" to the firm.
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Financial Planning & Analysis Analyst II. Summarize complex information and concepts and clearly communicate up to Senior Management Verbal and written presentation of analysis, as well as presentation of firm financial information and analytical insights to senior Firm leaders.
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LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor.
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Working in conjunction with the SVP/Manager of WMS, the Senior Advisor will provide leadership and act as a mentor to other Officers as it pertains to trust and estate administration, financial and estate planning, provide changes to fiduciary law and engage in sales coaching.
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The team regularly serves as financial advisor on infrastructure financing transactions ranging in size from $25 million to $2 billion and provides other related services, including project development, procurement assistance, project governance, financial and technical feasibility, business case analysis, risk management assistance, restructuring, workouts, loan portfolio management, and programmatic assistance.
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Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: #Guggenheim Investments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business.
$130,500 - $145,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The environment at Houlihan Lokey is collegial and entrepreneurial, and, as such, rewards financial analysts with substantial responsibility and interaction with senior-level professionals.
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Named to Barron’s Top 100 Independent Financial Advisors, Financial Times Top 300, Financial Advisor Magazine’s Fastest-Growing 50 Firms, and a recipient for San Diego’s Best Firms to Work For, an international Wealth Manager is looking for a CPA Tax Manager to join us in our San Diego office.
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The Financial Planning & Analysis (FP&A) area is seeking a highly skilled and highly motivated Analyst II to serve as a Shared Services SFO (senior financial officer) within the firm's functional area FP&A Team. FP&A's vision is to be the "financial advisor" to the firm.
Full-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Verbal and written presentation of analysis, as well as presentation of firm financial information and analytical insights to senior Firm leaders. Working knowledge of PeopleSoft Financials, OneStream or another financial planning tool is also a plus.
$78,795 - $134,163 a yearFull-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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The Senior Advisory Operations Analyst will support the daily operations and compliance programs of GuideStone Advisors, an SEC registered investment advisor, and its affiliated broker/dealer.
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The Senior Financial Analyst will be an integral part of the Acrisure Home Office Finance team and will be a trusted team member, thought partner, and advisor. As part of our growing company, Senior Financial Analyst position will report to the Senior Finance Manager.
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Serves as the senior financial analyst and staff financial advisor to the PM FPS Business Manager. CACI has an opening for a Senior Budget Analyst to perform budget formulation work, budget execution and administration.
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Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support.
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As a Senior Analyst, you will gain firsthand knowledge of how the capital markets influence financial decision-making for both public, private and public-private-partnership (P3) investments.
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