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Join Our Growing Financial Firm: Part-Time Opportunities Available! - Stay informed about financial vehicles to help clients achieve their goals. Are you a dedicated professional with a passion for the financial industry.
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Overview The Financial Aid Refund Coordinator is responsible for accurately completing withdrawal calculations to include the return to Title IV funds and institutional refund calculations while maintaining compliance with all applicable Federal, State, accrediting and corporate standards.
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Published author and presenter on taxation of financial products. FORVIS WNTO is currently seeking an individual with demonstrated knowledge and experience in tax issues relating to financial products, including debt, derivatives, and capital.
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Alongside the rest of our team, you will bring credibility to our client's financial picture, communicate information objectively and clearly, and provide insight to help clients improve their businesses.
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Position Summary: The Financial Analyst position will be responsible for supporting the Financial Planning and Analysis function at Mercury including data sourcing and management, driver-based forecasting, business case development, decision support and financial analysis.
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3+ years of financial services experience required; ideally in B/D or RIA environment supporting a financial advisor or similar setting. We serve as advocates for our clients and act as a guide through customized financial planning, investment management, insurance solutions, and employer-sponsored retirement plans.
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The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients.
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Serves as a Finance business partner to Sales, Product Development, Provider Relations, Membership, Actuarial Services, Operations and IT relating to new or changing products, plans, payment models and other financial arrangements.
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Advanced knowledge of consumer financial products and services (full technical knowledge of core branch banking products and working knowledge of non-core products such as: mortgage, investment, and business banking.
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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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The Chief Financial Officer (CFO) will provide leadership and serve as a credible, knowledgeable and trusted resource who collaborates with the Executive Team, Business Unit Leaders, Board of Directors and Investors to build a profitable and resilient organization.
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Dive deep into the world of financial planning and client service alongside our team consisting of CFA and CFP® designees and our Client Service Associate. You will play a pivotal role in providing technical financial planning support to the firm's two lead advisors and working closely with the client service associate to ensure an exceptional client experience from start to finish.
$55,000 - $75,000 a yearFull-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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Lead the Financial Planning & Analysis and related team by providing direction and best practices execution on budgets & forecasting for all business segments. Certified Public Account (CPA) or Certified Financial Analyst (CFA) preferred.
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As a Supervisory Financial Systems Analyst, You Will. Experience analyzing and developing solutions to enhance organizational, operational or process efficiencies in a manual or automated environment such as working with a financial system; AND.
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Based in Kansas City or remote, the Senior Financial Analyst will directly support the Director, Security Services Analytics and work closely with leaders in our Services delivery organization.
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Title: financial Company: Lucid Motors Usa in Kansas City, MO
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