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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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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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Residence Inn by Marriott, Courtyard by Marriott, Aloft and Hilton Columbus ensuring that all financial record keeping and reporting functions are accomplished in accordance with company policies, procedures, and requirements.
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The Senior Manager, Valuation & Capital Markets Analytics - Complex Financial Instruments is responsible for leading, executing and delivery of challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation through project completion.
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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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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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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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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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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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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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As a Quant Analytics Manager in the Recovery and Business Execution organization, you will lead end-to-end portfolio analytics for one or multiple multi-million recovery channel, creating the opportunity for advanced knowledge specialization as well as significant exposure to broader department activities.
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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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Ability to oversee and step in to configure security and associated solutions in SAP S/4 focused on application security, SAP GRC, and SAP vulnerability management to meet unique client security requirements.
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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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financial manager client jobs Title: tax financial in Ohio, OH
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