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The special agent plans and conducts investigations relative to criminal statutes of tax administration, financial crimes, and other related offenses, which vary in levels of complexity and scope.
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Reporting to the VP of Finance the Director (FP&A) will support the VP with regular monthly financial planning, analysis and reporting to various constituents (internal and external) for federally qualified health center with a $40M budget.
$150ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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The Managing Director, Financial Analytics role involves gathering and understanding FP&A business requirements; leading a team of analysts; organizing and leading inter-departmental meetings; leveraging Webster’s data systems and tools; designing coding and maintaining data workflows; anticipating and resolving data challenges; creating user-friendly reports and dashboards; and clearly communicating results.
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Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity.
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Project and program management, Relevant experience working in a Financial Crime prevention function within a bank, FinTech, Payments company, or consulting Good knowledge of current Sanctions regimes (OFAC, EU, OFSI) Dynamic, proactive, and possess excellent communication skills.
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Job Title: Touring Production Financial AnalystDepartment: Touring and FinanceReports to: EVP, Global Touring and EVP, Head of Finance Salary Range: $70,000 - $90,000 USD Effective Date: ASAPApplication Instructions:To apply, please submit a resume with contact information for three professional references via BambooHR. Please note that references will only be contacted after we have notified finalists of their candidacy.
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Certifications:Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) Would you like to understand financial services and products across an array of industries (banking, asset management, hedge funds, insurance) and how complex withholding tax rules apply domestically and internationally.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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About the roleWe are seeking a hands-on Chief Financial Officer to join our team who can build and scale the finance organization of our rapidly growing fintech firm. You will be responsible for overseeing all aspects of finance and accounting, guiding our financial strategy and ensuring compliance with regulatory requirementsResponsibilities:Oversee and manage the monthly billing process for our SaaS and broker-dealer clienteleConduct thorough reviews and approvals of all invoices.
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We are currently seeking a Senior Financial Analyst, Sales Finance , to support our Club/Mass/Value businesses. Collaborate with Sales, Field Finance, Accounting, Marketing and Category Development to create plans, provide decision support, analyze variances and deliver on financial goals.
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The role serves as a key member of financial systems support for M&A and supports the administration and management of Hyperion Financial Management (HFM.) The role applies a mix of analytical, functional, design, and technical skills to develop and implement innovative solutions that drive continuous process improvement.
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One or more of the following credentials or certifications is required: CPA License, Level 3 of the CFA, JD, PhD, MBA or Master’s degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics, Real Estate Finance or Hospitality A State Certified Appraiser License, Member of Appraisal Institute (MAI), Member of American Society of Appraisers (ASA) or achieve certification of CRE, CRI and/or CCIM, CHA, or PMP.
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LPL Financial, member FINRA, SIPC, is the clearing broker-dealer for Equitable Advisors, LLC and they are not affiliated. At a GlanceMore than 2.8 million clientsMore than $220 billion assets under managementMore than 4,330 financial professionalsMore than 190 Elite Advisor Group firms80 branch offices.
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We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help our clients achieve their financial goals. Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible.
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1 to 3 years' experience in Financial Planning and Analysis or Public Accounting. Builds and manages financial databases by organizing and analyzing a range of data sources. Performs quantitative analysis of operational and financial data.
$70,000 - $86,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Certified Financial Planner / CFP. No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning.
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Title: financial agent Company: Caleb Conner Insurance Agency in Norwalk, CT
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