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We are seeking a Senior Financial Analyst with 3-5 years of experience, preferably in Mergers & Acquisitions (M&A), data analysis, or investment banking, to join our team. The Senior Financial Analyst will report to the Director of Finance and will be instrumental in budgeting, forecasting, strategic planning, capital expenditure requests, and handling various ad hoc requests as they arise.
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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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POSITION SUMMARY: The Accounts Payable Coordinator is responsible for providing financial and administrative services in order to ensure effective, efficient and accurate financial and administrative operations.
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With $250.4 billion in assets, $28.2 billion in revenues, and more than $1.6 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.4 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions.
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The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
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We are seeking someone with a commercial insurance underwriting background vs a financial / loan / mortgage underwriter or all claims experience." Coordinates, collects, and processes self-insured pool member renewal updates including exposures, financial statements, warranties, MCP election forms, poor driver forms, etc.
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At Zeal Credit Union, we are passionate about our members, and we work hard every day to help them achieve their financial goals. Represents the branch as appropriate in its relationships with members, sponsor organization(s), suppliers, other financial institutions, and similar groups.
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The Senior Customer Service Representative/Underwriting Associate (SCSR) serves as the primary contact for our insurance agency clients and handles the placing of bond, crime, windstorm, flood, cyber and other insurance coverages in the standard insurance marketplace.
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Reporting directly to our Institute Director, the Guest Services Coach collaborates closely with Educators, the Admissions & Financial Aid Team, and our student body to ensure smooth operations and a positive guest experience.
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Conduct thorough discovery to understand family dynamics, goals and objectives and current financial situation, becoming the client's trusted relationship manager. 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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Properly executed, the leadership of the Dean improves student learning growth, increases college readiness, and enhances school health as measured by academic, financial, and cultural metrics.
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Prepares, presents, and defends compelling, well-reasoned recommendations to Senior Management and the Investment Committee chaired by the enterprise's Chief Financial Officer (CFO). Fundamental understanding of finance and financial markets, general knowledge of Employee Retirement Income Security Act (ERISA), aspects of risk, and investment portfolio theory.
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Provide regular, value-added engagement with clients of the Private Client Group: high-touch, face-to-face or virtual meetings, consistent communication, access to financial education materials, etc.
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Atwell’ness: Medical (BC/BS), Dental (Delta), and Vision (VSP)Health Savings Account & Flex Spending Account optionsEmployer paid LTD, STD, and life insuranceMetlife Supplemental Benefits covering accident, hospitalization, and critical illnessMember Assistance Program (MAP) with complimentary counseling sessions, legal benefits, financial consultations, and work/life referral services.
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Excellent financial modeling skills including thorough knowledge of Excel, and ARGUS a plus. As one of the largest privately held full-service commercial real estate organizations in the nation, Friedman Real Estate provides clients with a single point of contact for the full range of Advisory, Property Management, Multi-Family, Brokerage, Financial, and Construction services that it offers.
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financial job Title: senior manager Company: Fiserv in Southfield, MI
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