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Ameriprise Financial is seeking a leader with strong data and operations background with specific expertise in brokerage client tax reporting to lead a small team responsible for ensuring data and production accuracy for non-qualified client and IRS tax reporting.
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Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Our firsthand knowledge of global players and the industry gives us insight into a variety of corporate strategies and negotiating tactics, as well as the most up-to-date local and international market intelligence—making us a trusted, objective financial advisor to our clients.
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Conducts research as directed by attorneys in areas supported by Shared Services Law and Compliance, such as privacy, cybersecurity, business continuity, record retention, Anti-Money Laundering and financial crimes, intellectual property, vendor risk management/contracting, marketing, electronic communications, digital capabilities, data/information technology management & governance, artificial intelligence, and data analytics with other research and support as assigned.
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Our team of experts specializes in various services, including financial planning, investment management, and estate planning, to ensure our clients' financial security and peace of mind.
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We're a team of former founders and operators from Goldman Sachs, Square, Paypal, Brex, Facebook, Airbnb, and Uber. We are backed by top Silicon Valley VCs including Thrive Capital and Index Ventures, with a supporting cast of executives from Focus Financial and other industry titans.
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We are seeking an experienced senior business audit executive that has strong knowledge of audit, risk management, and regulatory expectations (e.g., Office of the Comptroller of Currency's Heightened Standards and Federal Reserve Board's Large Financial Institution Rating System) at large financial institutions.
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Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
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Calculated Hire is in search of a Senior Communications Consultant (Spanish Translator/Linguist) in the Language Customer Experience Team with the Chief Operating Office for our Fortune 100 Financial Services company.
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HEI Hotels and Resorts is committed to providing a comprehensive benefit program that offers you choices for your physical, mental and financial wellness, creating value in your most important investment - you.
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SALESFORCE Salesforce Architect / SALESFORCE ARCHITECT FSC FINANCIAL SERVICE CLOUD & MARKETING CLOUD SOLUTION TECHNICAL ARCHITECT WHERE this very “Techie” Salesforce architect will build out from the ground floor and work within Financial Services with the Customer, enhance the Saleforce FSC platform and work with a modern Cloud tool skill set such as: Snowflake, Mulesoft & Kafka.
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Reviews, approves and posts transactions and computer accounting entries; performs technical accounting activities, including general ledger maintenance, accounts payable & receivable, revenue tracking, budgets, bank statement reconciliation, grants and special fund accounting, contracts, debt management, purchasing, and financial reporting.
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Implement and maintain an effective financial crimes AML program for the company that complies with all applicable laws, regulations, and regulatory expectations including Bank Secrecy Act, Anti-Money Laundering, and Counter Terrorist Financing.
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No longer spending time on cold calls and sourcing new clients, you will have the time to deepen relationships and create complex financial plans. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
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A Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) or Certified investment Management Analyst (CIMA) designation is preferred. Collaborating with sales management to provide feedback and insights on trends in the industry and market demands on our Financial Advisor clients.
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NorthPoint Health and Wellness is seeking a Financial Case Aide to join their team. Which of the following describes your education and experience as related to this Financial Case Aide position.
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financial job in Golden Valley, MN
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