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The ideal candidate will monitor current and proposed tax legislation and regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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To help us build a smart, effective communications strategy for a mix of clients, we’re seeking a Client Success Manager to partner closely with our clients and account teams. o Financial: 401k participation on day one, competitive pay, company-wide rewards and bonuseso Generous time off/leave: paid family leave, caregiver leave, unlimited PTO, flexible hours/work away optionso Work/life balance: self-care perks, home office set-up perks, Design Your Day stipendo Career-growth: annual professional development budget, in-house leadership development, diversity, equity, and inclusion programs.
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Experience working with multiple financial services data sources/data source systems and awareness of data management and data integration principles. Assisting with large AML advisory/consulting engagements at large and mid-sized financial services companies.
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Manages full life cycle of telecommunications systems: Cisco Unified Communications Manager (CUCM), as well as peripheral collaboration and mobility infrastructure (install, maintain, integrate, upgrade, etc.
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Works in concert with WCA leadership, financial leadership, programmatic heads and subject matter experts on development of competitive letters of intent and full proposals, providing critical feedback and edits and advising on funder priorities, tone, requirements, formatting, etc.
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Job Summary:As a Vice President, Client, Finance & Strategy Data Scientist Lead in our Data & Analytics team, you will be an team member contributor working closely with Finance, Strategy and Leadership Team. You will address key strategic issues requiring advanced analytics and a big data-promote approach.
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Whether you’re working from an AECOM office, remote location or at a client site, you will be working in a dynamic environment where your integrity, entrepreneurial spirit and pioneering mindset are championed.
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We seek a dynamic individual to join our Health Solutions Insights (HSI) Delivery Management Practice or our Human Services Systems & Technology practice who is a strategic thinker, a tactical actor, possesses technical savvy, is adept at managing complex client dynamics, and is passionate about leading large client projects and technical teams developing data-driven solutions.
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The goal is success in the courtroom followed by five-star client reviews. Our client base is comprised primarily of Chinese immigrants, and a knowledge of, or willingness to adapt to, the needs and expectations of our particular clientele is required.
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Description & Requirements The Director of Technology for Maximus Financial Services provides leadership identifying modernization requirements to match customer strategies and works with the leadership team to identify solutions and develop strategies to anticipate and meet future technical needs at the Internal Revenue Service (IRS) and other Federal Financial agencies.
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The Field Marketing Manager - Ohio position helps to promote the brand and execute marketing campaigns and promotions that align with brand goals. Create and manage key brand partnerships with local businesses and non-profit organizations who can foster our goal to build community relations and awareness.
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Area Assist Manager – Power and Recovery – Pulp & Paper Salary up to $130,000 + Bonus + Benefits + Paid Relocation to the Mid-West Paper Industry Manufacturer has an immediate need for a Assist Area Manager – Power & Recover in the Midwest.
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Report all warranty repairs to the Manager or Field Supervisor and provide the necessary info needed to report back to the plant if it is a Silent-Aire internal issue. Check in as needed to ensure Manager or Field Supervisor are aware of your status.
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Building machine learning models and systems, interpret their output, and communicate their results to internal/client teams and how those outcomes realize business value; Managing daily operations of a global data and analytics team on client engagements, review developed models, provide feedback and assist in analysis.
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Update client bed list notes daily and relay pertinent information to shelter staff and clients. Data entry of client infractions/incidents based on the shelter activity report to monitor average length of stay.
$15 - $16 an hourFull-timeExpandApply NowActive JobUpdated 1 month ago
financial manager client jobs Title: tax manager financial in Ohio
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