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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. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis.
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The Financial Analyst and Senior Financial Analyst report to the Grant Services Fiscal Manager. The Financial Analyst will monitor the contract’s financial performance, including the “burn rate,” to ensure compliance with the contract terms and immediately notify the manager and program manager of any deviations and potential non-completion and performance of the contract agreement.
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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.
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One or more of the following credentials or certifications is required: CPA License, Levels 1 & 2 of the CFA exam, JD, PhD, MBA or Master’s degree in Accounting, Finance, Tax, Quantitative Statistics, Engineering, Corporate Engineering, Information Systems, Financial Engineering, Economics, Real Estate Finance or Hospitality, Enrolled Agent (EA), State Certified Appraiser License.
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Likewise, the PR Manager will work collaboratively with Account Director and/or the Senior PR Director roles to ensure client initiatives are strategic and representative of Alloy's high-caliber work.
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HEI also provides pet insurance through the ASPCA. For your financial wellness, HEI provides a wide array of coverage, including Supplemental, Spousal and Child Life insurance as well as Short and Long-Term Disability plans.
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The Client Success Representative will report to the Client Success Manager. The Client Success Representative will be primarily responsible for delivering best-in-class support to a quickly growing set of university partners.
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Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication.
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This role will support Financial Planning & Analysis for Inspire Company Owned Restaurants, provide support to restaurant operations, and implement analytic and visualization tools for brand reporting.
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The Senior Surety Client Service Specialist performs the essential functions related to the servicing and retention of contract and commercial surety accounts. Ability to place new client business with markets and establish client’s bond program, when necessary.
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The main mission of the Regional Property Manager is to lead professional execution of property operations, business plans, capital improvements, routine and recurring maintenance, and financial reporting of a region of properties.
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6+ years of experience of financial transactional flow in SAP and key integration points in SAP SD/BRIM or other O2C flows such as Hybris CPQ or Salesforce. Key areas of focus are Financial Accounting, Central Finance, Corporate Consolidations, Indirect Tax, and Finance Master Data.
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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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ERM is hiring a Construction Safety Manager for a key construction client in Atlanta, GA. In this critical role, you will be responsible for establishing, implementing, managing, and continuously improving the safety programs for several ongoing construction projects.
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Our well-established client has an immediate need for a Payroll Manager (Department of one). 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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financial manager client jobs Company: Angel Oak in Georgia, GA
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