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Banking experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) OR, 3 years’ experience in a financial client relationship manager role. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
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Essential Functions:Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance. The Director/Partner for Transaction Advisory Services works with our Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients.
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Who You Are:CPA and/or audit experience preferred but not required Minimum 5years of total relevant experience involving a combination of financial due diligence for transaction services and data analytics Minimum 2 years of transaction experience focused on quality of earnings, net working capital, and cash flows Minimum 2 years of experience with one or a combination of the following: Data Visualization Tools: Experience with , Tableau, PowerBI, Spotfire, or similar platforms.
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The Strategic Director, Healthcare Leadership serves as the Association's lead representative and manager of strategic convening initiatives in health care, including the Alzheimer's Association Innovation Roundtable, the Dementia Care Navigation Roundtable, the Payer Summit and healthcare-related advisory groups.
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Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.
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Professional demeanor toward duties and responsibilities, particularly regarding independence, professional ethics, and the exercise of professional judgment Strong organizational, time management, and interpersonal skills Minimum Qualifications: 5 years or more of experience in Internal Audit roles with a focus on AML and Sanctions programs within the financial services industry.
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5+ years of experience as in-house counsel advising product teams and/or leading regulatory coverage preferably in fintech or institutional financial services. Passion for financial technology and proven experience covering cryptocurrency or blockchain matters.
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Budgeting and Forecasting: Working with the finance department, particularly the Budget Analyst, to incorporate payroll and benefits costs into the company’s financial budget and forecasts within Sage Intacct Planning.
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Overview Assist the Front Office Manager in managing the Front Office operations to achieve customer satisfaction, quality service and compliance with corporate/franchise policies and procedures while meeting/exceeding financial goals.
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Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as cost segregation studies and tax equity financial modeling (e.g., hypothetical liquidation at book value.
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Job Overview : As a Junior Financial Cost Analyst, you will collaborate closely with the E1 Application Manager and Mueller Finance Team to ensure the effective development and functionality of applications.
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Provide additional legal support for Equity Capital Markets and M&A Advisory businesses from time to time. Our client, a company in the financial sector, is seeking a temporary attorney (hybrid or remote, NYC office) on an approximate 6 month basis, who will work within its Legal Department and report to the Head of Capital Markets.
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Review/escalate/close alerts triggered by the transaction monitoring through platforms and systems. Experience with Transaction Monitoring and reviews process. Strong knowledge on AML & Transaction Reviews; KYC checks.
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Oldcastle Infrastructure is seeking a Senior Financial Analyst to join the Financial Planning & Analysis team. 3+ years of financial management and analytical experience, including financial modeling, budgeting, and forecasting.
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Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams.
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financial transaction advisory jobs Title: manager in Atlanta, MN, Canada
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