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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.
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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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Alternative Investments, Business Development, Capital Markets, Client Relationship Management, Consultative Communication, Data-Based Decision Making, Nuveen Products/Services Acumen, Practice Management Strategy, Sales Process Management.
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One or more of the following credentials or certifications is required: CPA License, Levels 1 & 2 of the CFA exam, JD, PhD, MBA or Master's degree in Accounting, Finance, Tax, Quantitative Statistics, Engineering, Corporate Engineering, Information Systems, Financial Engineering, Economics, Real Estate Finance or Hospitality, Enrolled Agent (EA), State Certified Appraiser License.
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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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Work with the IT personnel and third-party vendors to ensure the automated transaction monitoring software is designed to detect money laundering, terrorist financing, and other financial crimes.
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Seeking an individual who has supported financial services and help assess and help develop their cloud strategy, information security/cybersecurity and IT risk management programs against regulatory requirements and industry best practices.
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This position requires you to obtain and maintain a Level 2 Certification under the DoD Financial Management (FM) Certification Program as a condition of employment. Applying financial management methods, practices, principles to implement process improvements relative to accounting and financial software and systems; reviewing and analyzing new legislation and proposed policy changes to determine impact(s) on financial and accounting software and systems; planning and directing projects related to the development of financial processes in order to identify opportunities to modify or automate financial and accounting systems.
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Leads and manages the valuation services related to a variety of complex financial instruments for financial reporting, tax, strategic planning, and other business purposes. Experience in financial reporting valuation and appraisal review, required.
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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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Five to ten years of fraud, BSA/AML, and CDD/EDD experience in a financial institution. Prior experience in performing Client Onboarding/CIP/KYC Reviews/Data Remediation. Working knowledge of various laws, regulations, and industry guidance that affect internal and financial institutions' compliance programs as it relates to the AML, Bank Secrecy Act and USA Patriot Act.
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Understanding of security requirements, best practices, and execution in various cloud implementation scenarios: IaaS, PaaS, SaaS Mid-level professional with 5-10 years of experience in consulting, financial services, technology/fintech or government regulatory agency with an IT risk-related role.
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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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Adecco is assisting a local client in their search for an experienced Warehouse Forklift Operator in ST. Paris, OH. This is a long-term temporary to hire opportunity. Must be able to successfully complete a client specific background check.
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financial client jobs Title: tax financial in Ohio, OH
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