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Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Our spectrum of business tax services is relevant for public and private companies, and range from tax planning to tax compliance, controversy, and risk management, including tax credits, government incentives, and tax management consulting.
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Fifteen years of experience with large, complex financial institutions in a related field including Risk Management, Regulatory Oversight, Corporate Treasury, or Investment Banking. Minimum ten years of experience (with demonstrated career progression) in financial institution Risk Management, Regulatory Oversight, Corporate Treasury, or Investment Banking.
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This role reports directly to the CFO.Director of Financial Planning & Analysis Responsibilities:– Maintain and enhance the companies short and long-term planning models to produce monthly financial projections and a financial performance package for the CFO and management team.
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In support of the i-team’s bold, innovative strategy to jointly drive climate action and advance racial wealth equity, including greenhouse gas reduction strategies. Building on the longtime leadership of U.S. cities to confront the overlapping crises of climate change and racial wealth inequity, the new initiative will provide deep support to selected cities to pursue transformative solutions.
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As a dedicated Senior Asset Liability Management Advisor , you will be responsible for the modeling, analysis, reporting, monitoring and management of USAA's interest rate risk (IRR) position and for developing, documenting, and testing of assumptions used in the Bank ALM model for interest rate risk and funds transfer pricing.
$208,580 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Partners with broader Finance functions, including Financial Planning & Analysis, Investor Relations, Risk & Insurance, and Corporate Development on special projects. Assists Treasury Manager with monthly cash forecast for Treasurer and other Finance senior management.
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Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
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Financial Services Risk Management, Non-Financial Risk Controls – Manager: This position could be located in NY, NC, TX, IL. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
$196,100 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Long-range expense target setting, annual planning, forecasting, and expense management program to control and analyze corporate expenses; includes consolidation across all support groups. Experience building financial models / business cases.
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Description :The VP, Finance and Accounting (VP, F&A) is the chief advisor to the EVP, Chief Financial, Risk and Operations Officer. Key ResponsibilitiesFinancial ManagementEnsure the financial health of the Institute in areas such as: accounting, budgeting, strategic planning, internal and external reporting, investments, cash management, banking relationships, travel program management, contract financial terms and credit administration.
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Minimum Qualifications: Bachelor’s degree At least 5 years experience in church or not-for-profit financial management (or) degree in a related field Proficiency with QuickBooks, payroll, and intermediate-level Excel experience Strong proficiency in financial recordkeeping, bookkeeping, personnel, and insurance knowledge Strong knowledge of accounting principles and internal controls Proficient in MS Office Suite, database skills Must be able to pass a criminal background check.
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IT Asset Manager: This team member will work closely with the IT Service Management Team and ServiceNow developers to develop, manage, and execute an IT Asset Management program. We also offer an Employee Assistance Program (EAP) that provides services like virtual counseling, financial services, legal services, life coaching, etc.
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Support treasury ALM on interest rate risk management by building BAU models. Financial Support - Develop robust qualitative and quantitative models and analytics for improving CCAR stress testing results and capital decision-making.
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Accountable directly to the Division Director and indirectly to the AMS Project Management Director. In addition to our core facility and project management capabilities, our platform offers direct access to our Best-in-Class services, including ESG, Security Consulting, Workplace Strategy, and Workplace Experience.
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Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) certification. Innova Solutions is immediately hiring for a Position type: Contract Duration: 12 months Location: Charlotte NC Mode: Hybrid (3 days onsite in a week) Key Responsibilities: Global Funding investment Insurance Technology provides development and support services for global funding, collateral management, liquidity management and hedge management within the Treasury organization.
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wealth management financial advisor jobs Title: specialist Company: Jpmorgan Chase in Charlotte, NC
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