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The Senior Financial Analyst will work closely with the Senior Finance Manager to support asset-liability management (ALM), investment portfolio management, derivatives, budgeting, and profitability analysis.
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
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Engage with Certified Financial Planners and Financial Advisors to create and analyze the client’s financial plan and strategize on how to present the breadth of Citizens solutions across banking, lending, and partner with the Advisor for investments to help clients reach their financial goals.
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Support parent engagement and school readiness goals and activities to foster strong home-school connections as assigned by Education Supervisor/Case Management Supervisor. Provide coverage to intake at the discretion of the Education Supervisor/Case Management Supervisor.
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The duties require the astute knowledge and experience in working on Security platforms such as Charles Schwab, as well as on wealth management platforms such as Black Diamond and/or Orion, Salesforce (CRM), eMoney (or simply financial planning tool) and paperless automation, such as DocuSign, SharePoint, and ShareFile.
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What You’ll Do: The Senior Financial Analyst exhibits strong working knowledge over the primary areas of Finance, including Asset-Liability Management (ALM), Fixed Income Securities, Liquidity, Budgeting, and Profitability to support senior management decision making, and is able to exercise judgment and work independently to complete a first draft or review of all required reporting over these areas.
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Conducts Pre-Registration tasks for specified inpatients and outpatients prior to their date of service including: collects demographic, financial, and clinical information necessary for financial clearance of scheduled patients; obtains missing insurance information via patient’s family or physician offices; and completes insurance verification using online electronic verification system or contacting payor directly.
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Overview Baker Tilly is a leading advisory, tax and assurance 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, Chicago and Boston.
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15+ years of related project experience in Civil Design, CCR, Environmental Infrastructure or Geotechnical Engineering projects related to CCR management, solid waste management, remediation construction, water resources, dams and impoundments.
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Provide financial coaching and case management to clients; schedule individual sessions with clients as needed to address specific issues regarding financial/credit management; refer clients to appropriate resources at CTI and in the community; perform intake and data collection on clients in care to ensure outcome measurement for reporting to funding sources.
$24 an hourFull-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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BASIC REQUIREMENT: A Certificate as a Certified Public Accountant (CPA) or a bachelor's or higher degree in accounting that included at least 30 semester hours in accounting or 24 semester hours in accounting and an additional 6 semester hours in related subjects such as business law, economics, statistical/quantitative methods, computerized accounting or financial systems, financial management, or finance.
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Provide insurance claim reporting, contract review technical guidance and training to the RTX departments including Finance, Enterprise Services, Engineering, Contracts Legal, EH&S, Operations and Supply Chain Management Departments.
$287,000 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Risk Management Framework (RMF), Project or program management, office management, senior administration, or account management. Experience in the execution and management of Information System's (IS) incident response and administrative inquiries/investigations in collaboration with the Investigations department.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Design experience in the following radar system areas; antenna, digital beamforming, spread-spectrum waveforms, cryptology principles, multi-sensor track management, adaptive signal processing, clutter mitigation techniques, sensor resource management and mission planning.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated Today
wealth management financial advisor jobs Company: F M Trust in Lowell, MA
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