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Private Bankers are responsible for business development of professional high net worth individuals and their related businesses, administering loan portfolios, providing clients with wealth management and treasury management solutions, cultivating current relationships, identifying and marketing to prospects, analyzing financial data and needs, and cross-selling products and services.
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MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
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Knowledge of at least one target industry, (ideally high tech, agriculture, mining, retail, energy, telecom, financial services, life science, or manufacturing) is a plus. Qualified candidates need to be passionate about the Machine Learning and Artificial Intelligence space, will excel in problem-solving and combine an advanced business or technical degree with consulting or product management experience and have a record of successful delivery of complex, multi-faceted projects.
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Undergraduate degree in Finance, Accounting, Economics or equivalent financial services/business experience preferred as well as progress towards appropriate credentials such as CFP, CIMA and or CFA designation.
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Experience in the financial services industry, Wealth Management, Corporate Investment Banking, Commercial Banking, Commercial Real Estate, and/or Lending. 7+ years progressive work related experience including audit, operations, process engineering, or risk management in the financial services industry.
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Finance transformation and accelerated close; sub-ledger/ledger redesign; management reporting enhancement; business intelligence/decision support; traded products/front/back office package implementation; data warehousing/enterprise data design and management; enterprise application integration; financial planning, budgeting and forecasting; business/merger Integration, reconciliation redesign or improvement.
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Common and emerging issues impacting Financial Services clients Knowledge of data analytics and risk modelling as it relates to AML/BSA and OFAC solutions; Accounting & Technology, Accounting, Banking and Finance, Business Application Programming, Computer and Information Science, Computer and Information Science & Accounting, Computer Applications, Computer Engineering, Computer Management, Computer Programming, Computer Systems Analysis & Accounting, Economics, Information Technology, Information Technology & Accounting, Management Information Systems, Management of Technology, Statistics, Systems Engineering.
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Capital Budgeting; Financial Management; Influencing; Business Planning; SAP Business One; Balance Sheets; Cash Flow; Financial Performance; Net Present Value (NPV); Microsoft Excel; Account Reconciliations; Large Group Presentations; Internal Rate of Return (IRR); Internal Controls; Communication; Compliance; Forecasting Process; Microsoft Power BI; Change Management; Financial Analysis.
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Our Performance Improvement services include Finance Transformation, Financial Planning & Analysis, Integration & Carve Out Services, Shared Services Optimization, Operations & Supply Chain, Program & Change Management, and Profit Enhancement.
$100,000 - $180,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Minimum five years of recent client facing experience in area of Workday Financials / Supply Chain Management; experience should include support of Workday clients for a managed services organization and/or participation in at least one full-scale implementation of Workday Financials.
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Minimum 7-10 years’ experience interpreting and implementing financial services regulatory programs, preferably related to anti-money laundering and/or enterprise risk management. Understanding of financial services operations, infrastructure and payment processing.
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Eight or more years of Commercial Property & Casualty insurance experience in the field of product management, product development, underwriting or referral underwriting with a focus on the Financial Institutions, Technology, and Professional Services industry segments and the Middle Market account space.
$118,500 - $233,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The Service Delivery Manager is accountable for strategy and oversight of all services and performance within the IT organization being responsible to lead the efforts to develop, document, and continually improve IT service management processes such as Incident Management, Problem Management, Change Management, and Configuration Management.
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Minimum of 5+ years related experience in financial services & alternative investments, software and/or a large consulting firm industries. BlackRock is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and individual investors around the world.
$140,000 - $189,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Preferred: 5+ years of Account Management experience selling technology solutions, application software, or other financial, business, CRM, or ERP solutions. To thrive in this role, you must value being a critical team member in the continuing dramatic growth of Sage Intacct - the market leader in On-Demand Financial Management solutions.
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business financial services management jobs Title: manager in Atlanta, IN, Arkansas
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