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Proficiency in financial planning software (eMoney, Money Guide Pro, Morningstar). Key Responsibilities: · Develop comprehensive financial plans using eMoney. About Us: Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses.
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Tasks include but are not limited to, ensuring the completion of business cases, budgetary approvals, project scheduling, design and engineering tasks, vegetation management reviews, project reporting, project financial analysis, major equipment procurement, environmental analysis, obtaining real estate and relationship management with external customers, vendors, townships and regulatory agencies.
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
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Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Completes operational duties of branch as assigned by scheduling work, providing direction, monitoring workflow, maintaining supplies, opening and closing the office, ordering and managing vault cash, and ensure all tasks performed adhere to the current policy and procedures.
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Oversee the company's financial performance, working closely with the CFO to ensure robust financial planning, analysis, and modeling. A minimum of 2-3 years as a CEO or President and 8- 1 0 years of senior leadership experience in the automotive or other retail multi-site services industry, with a strong background in dealership or multi-site management and OEM or supplier relations, ideally with experience with automotive or consumer financial products.
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Please be aware, Sherwin-Williams recruiting team members will never request a candidate to provide a payment, ask for financial information, or sensitive personal information like national identification numbers, date of birth, or bank account numbers during the application process.
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ABOUT THE JOB: The primary focus of this position is to supervise the branch/ commercial collectors and to assist in daily Q&A. This position reports to the Credit Manager and must be ready to multi task and to work in a very efficient manner.
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Under the direction of the MedStar Health Patient Financial Services (PFS) Training leadership, as a Training Associate you will, provide training and education to MedStar Health facility Patient Access and Patient Financial Services personnel.
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Transport currency from machines to the vehicle vault, and from the vehicle vault to the Branch reliably, and with care. As a CSC Vending Route Collector , You will be responsible for collecting and securing coins and currency from equipment on an assigned route, visiting a variety of locations around town.
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Review Center financial reconciliations and all financial reports, support Centers on the use of MICROSOFT DYNAMICS SL and PayCom. Compile monthly summaries of contract financial performance for Corporate management review.
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Our client, a well-known non-profit organization in Baltimore County, MD, is looking to hire a Senior Financial Analyst to join their team. This Senior Financial Analyst will serve as a business partner to the Senior Director of Finance, CFO, and division leaders.
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Job Summary Consulting Chief Financial Officer (CFO) Advisor to work with the other principals in our firm to provide the best solutions to our clients across the globe. Responsibilities and Duties Apply your skills and knowledge as a Chief Financial Officer to assist your clients as needed with leadership, turnarounds, taking them to the next level, Executive coaching, building effective teams, etc.
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Access to financial assistance and resources to help with housing, childcare, and more! design, devops, expert, java, lead, matlab, senior software developer. We are a national non-profit organization working to create pathways to economic prosperity by launching digital careers for military veterans and young adults from underserved communities through free training programs, internship opportunities, social support, job placements and more.
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Supports leadership teams and Board of Directors in making financial decisions including presenting analysis and findings and effectively communicating complicated financial information to a variety of audiences that have varying levels of financial literacy.
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Educate customers on the environmental and financial benefits of solar energy. Benefits: Bonus based on performance Competitive salary Training & development About Us:At Royal Marketing Group we are committed to making a positive impact on the environment by providing affordable and sustainable solar energy solutions.
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