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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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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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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. I hope all is well, I wanted to let you know about a Payroll Accountant/Bookkeeper role with a well-established client located in Downtown Atlanta.
$80,000 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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2+ years of relevant experience in in financial services (e.g., Consulting, Program/Project Management, Banking (Client Front Office, Underwriting, Portfolio Management, Credit Analysis, etc.
$149,600 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. (Banking experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) OR, 3 years’ experience in a financial client relationship manager role.
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Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) The ideal candidate will monitor current and proposed tax legislation and regulations related to renewable energy and sustainability, as well as implement client outreach strategies.
$144,300 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Advisors in PNC Private Bank are responsible for developing client solutions and strategies, including lending, investment management, estate/retirement planning and trust administration. We work with individual and corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management.
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Leverage data across people analytics, survey data, compensation data, and business financial data to provide insights and recommendations to internal and external clients through data storytelling.
$115,000 a yearFull-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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Sr. Credit Products Officer (SCPO) serves as a key member of the Commercial Client Team in handling the clients financial needs, ensuring that the overall client experience is favorable, and that the bank is in a position to expand the relationship.
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Come join our leading financial services client as a rockstar Email Designer / Digital Designer! Our client is a premier consumer financial services company delivering customized financing programs across key industries including retail, health, auto, travel and home, along with award-winning consumer banking products.
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Our core service offerings include: Turnaround & Restructuring (T&R) Transaction Advisory (TA) Finance Excellence (FE) Strategic Performance Solutions (SPS) Transaction & Valuation Opinions (VAL) Retail Performance Improvement (RPI) Overview The position is in the Retail Performance Improvement practice, which provides strategic, operational and financial advisory services to high-performing growth-oriented retail and/or consumer product companies.
Full-timeExpandApply NowActive JobUpdated 6+ months ago - UpvoteDownvoteShare Job
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We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
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Analyze data and prepare documentation of analyses for financial reporting, tax and other business purposes using various data analysis and visualization tools, including MS Excel, MS Access, MS Power BI, Alteryx and similar tools.
Full-timeExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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Working knowledge of investments, trading, back-office operations, financial services industry and securities laws/regulations is preferred. The Office of the CCO is an Advisory Compliance function that supports the Americas region with compliance strategic initiatives, sub-advised client oversight, and product risk.
Full-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Institutional Asset Management (IAM) track: For over 75 years, PNC Institutional Asset Management has been managing investment portfolios, providing sound advice as an Outsourced Chief Investment Officer (OCIO), Fixed Income manager and Defined Contribution and Defined Benefit Retirement Solutions.
$35 an hourInternExpandApply NowActive JobUpdated 19 days ago
financial client jobs in Georgia, GA
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