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Professional credentials such as CFP, CPA, or CFA preferred. Work closely with Chief Investment Officer and Chief Fiduciary Officer to assure a cohesive product offering and client life cycle.
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Internship at Ernst & Young, PwC, Deloitte, or KPMG is acceptable too. Big 4 experience (Ernst & Young, PwC, Deloitte, or KPMG) Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), Certified Information Systems Auditor (CISA.
$70,000 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Degree in Finance, Accounting, or a related field with MBA, CA, CFA, CPA, or CIMA qualifications. CPA, CPCU, CFA or CTP. Degree in Finance, Accounting, or a related field with MBA, CA, CFA, CPA, or CIMA qualifications.
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CFA, MBA or other relevant finance/accounting professional designation preferred. The Senior Financial Analyst will report directly to the Director of Financial Planning & Analysis and Mergers & Acquisitions and will be primarily responsible for preparing or reviewing the monthly and quarterly financial reporting and analysis.
$80,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Trust Officer Qualifications: Bachelor’s degree or equivalent JD and/or Masters degree 5-7 years of relevant trust administration experience Strong team-player who enjoys collaboration with internal partners CTFA, CFP, CFA, CES, or equivalent Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels Trust Officer Responsibilities: Responsible for trust account servicing and retention of existing accounts.
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Professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred. The Wealth Strategist / Client Development Sales Executive maintains ongoing contact with clients, promoting the enhancement and expansion of existing relationships.
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Preferred Qualifications Advanced Degree or CFA (Chartered Financial Analyst Certification). Full-time relevant work experience in credit analysis of debt / capital markets, credit analysis / research, quantitative finance, model development or validation.
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Bachelor's degree; CFA designation and/or MBA preferred. Our Equity Research team is looking for an Equity Analyst to cover a group of approximately 20 stocks in the North American communications services and infrastructure industries.
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Professional designations or candidacy (CFE, CFA, etc.) In this role, you will provide due diligence and transaction advisory services to our clients to meet their complex financial needs. Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago.
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Desire to work towards a professional certification such as ASA, CMI, CFA, MAI or other similar accreditation. Desire to work towards a professional certification such as ASA, CMI, CFA, MAI or other similar accreditation.
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CFA Charter, CAIA designation, or advanced degree (MBA, MA/MS) in Accounting, Finance, Mathematics, or Economics preferred. We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more.
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Obtain and/or maintain at least one firm approved designation (CIMA, CPWM, CAIA or CFA preferred) Obtain and/or maintain at least one firm approved designation (CIMA, CPWM, CAIA or CFA preferred.
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Advanced degree (e.g., MBA) or professional certification (e.g., CFA, CPA) is a plus. 6+ years of experience in financial planning, analysis, or related roles, preferably in a corporate environment.
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CPA, Public Accounting, Corporate Accounting, Big 4 Public Accounting, KPMG, RSM, PwC, Deloitte, Crowe, Grant, Plante Moran, Corporate Finance, Commercial Finance, SaaS, Software as a Service, Subscription Revenue.
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Professional designation such as CFA, CPA, ABV, ASA, or similar strongly preferred. Perform valuations of business entities to assist clients with mergers, acquisitions, and dispositions; taxation planning and compliance; financial reporting; bankruptcy and reorganization; litigation and dispute resolution; and strategic planning.
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