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Track assigned campaign performance in Tessitura and produce regular financial, moves management, prospect research and portfolio metrics reporting for interdepartmental review. Track assigned portfolio performance in Tessitura and produce regular financial, moves management, prospect research and portfolio metrics reporting for interdepartmental review.
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Financial Services experience required as is prior experience in Wealth Management. As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles.
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The Manager, Portfolio Management will manage client relationships for a portfolio of loans and will collect and review financial reporting and compliance, conduct risk management, perform financial and organizational assessments, follow industry trends and risks, and respond to client needs such as requests for modifications or extensions.
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Through its relationship with CUSO Financial Services, L. P. (CFS) Ardent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Philadelphia, PA area.
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Partner with multiple lines of business within Capital One including but not limited to: Treasury Management, Wealth Management, and Vantiv Merchant Services to help cross-sell Capital One products and services and deepen new and existing banking relationships.
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SUMMARYThe Senior Accountant reports to the Chief Financial Officer (CFO) and performs accounting duties of moderate to difficult complexity, such as Low-Income Housing Tax Credits (LIHTC), coordinating all fiscal activities to ensure projects are completed timely and accurately, ensuring accuracy of fiscal reports, supervising personnel, preparing agency financial reports and budgets, assisting the CFO as requested, and performing related work as assigned.
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With more than 250 employees, the Division of Finance departments include: Comptroller's Office, Finance and Treasury, Financial Systems and Training, Gift and Investment Services, Global Support Services, Office of Research Services, Office of Risk Management & Insurance and Student Registration and Financial Services.
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Assure that all Pay 4 Performance criteria are being met: The Blended Case Management Supervisor is responsible for assuring that the staff under their supervision are making every attempt to complete the documentation in a timely fashion and that it meets the general guidelines of legibility, it is signed, dated and that the content follows the DAP format and explains the nature of the contact.
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Serves as Radiation Oncology financial liaison in all decisions which materially impact the Department's financial performance and in ensuring the effective delivery of system-wide shared services.
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The successful candidate will have strong experience in the development and end-to-end management of KPI-driven Influencer marketing campaigns for consumer products and/or service companies. Solid understanding of omni-channel and digital marketing, with a track record of successfully running influencer campaigns for consumer products and/or services companies.
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Asset Allocation, Capital Management, Corporate Finance, Economic Policy, Equities Trading, Financial Accounting, Investment Banking, Mergers and Acquisitions (M&A), Portfolio Strategies, Revenue Recognition.
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Revenue Cycle - Manage revenue Cycle personnel and services for both professional and technical billing to ensure best financial position for Department and the hospital entities- Develop tools, metrics and measures of revenue cycle performance and interface with other Departmental operational and financial performance metrics.
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They’re one of the largest financial services providers in the world, and are also engaged in retail banking, credit cards, corporate banking, and wealth and investment management.
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2 Years experience in Risk Management, Quality, Performance Improvement and/or Patient Safety activities (Preferred) General experience in Patient Safety Activity(ies) such as RCA, FMEA, Peer Review, Rapid Cycle PDSA, Performance Improvement Methodologies and tools (Six Sigma, Lean, etc.
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Planate is a small business provider of planning, design, infrastructure management, technical consulting, engineering, and construction management services in support of the US Department of Defense (DOD) and its service (Army, Air Force, Navy, Marine Corps) missions, along with other federal agencies, all over the world.
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financial services wealth management performance jobs Company: Citizens in Philadelphia, Missouri-city, Missouri
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