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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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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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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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CMA or CFA preferred. Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. CMA or CFA preferred.
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Throughout our history, we have partnered with utilities, municipalities, commercial clients, and developers to deliver some of the largest and most notable projects including transmission/distribution/substation, commercial and industrial, storm restoration, and renewable (solar and wind farms) energy.
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CPA, MBA, CPCU, CFA or CTP. CPA, MBA, CPCU, CFA or CTP. The Senior Financial Systems Analyst is responsible for acting as a liaison between Finance and Actuarial, business and service units and IT in implementing, maintaining, and updating core financial systems that support the organization.
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Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. Identify and implement process improvements utilizing analytics and automation technology such as RPA, Alteryx and Microsoft 365 Power Apps and Power Automate.
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Advanced degree or relevant certification such as CPA / CFA / CMA a plus. The Financial Planning & Analysis Director is responsible for tracking, analyzing, and supporting financial performance optimization for Orsini Pharmaceutical Services.
Full-timeRemoteExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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MBA, CPA or CFA is a plus. Experience with Microsoft Power BI (strongly preferred), Tableau, or other data warehouse software. With RV sales and service locations in 42 states, Camping World has grown to become the prime destination for everything RV.
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Insurance designations preferred (e.g. FLMI, CLU, ChFC, CFA, CLTC, etc.) Experience working with databases such as MySQL, Postgres, MongoDB, and Microsoft SQL Server. Experience using back-end web frameworks such as Django and Express.
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