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The CCO will serve as a member of the Executive Team, along with the Chief Financial Officer, Chief Operating Officer and Chief of Client Services. In collaboration with the VP, Financing, assess internal lending and portfolio management processes and systems, including software platforms used to managed pipeline and client relationships, conduct financial analysis, construction loan management, and loan servicing, among others and propose process improvements that will increase efficiency and effectiveness.
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Meets with Operations Director to review project financial metrics, including establishing the budget and profit goals, client and sub-consultant contracts, accounts receivable and payable.
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The Remittance Processing team provides lockbox solutions that scans, imports, indexes, and archives billions of text-based documents including checks, payment remittances, returns and statements every day for financial institutions.
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Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.
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CapTech is seeking a highly motivated Account Lead / Program Manager in our Financial services Industry Vertical to drive client account growth and provide solution delivery leadership. Identify emerging client needs to build a sales pipeline, collaborating with CapTech's technical leaders and other Financial services Industry Vertical leaders to secure new solutions-based business.
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Minimum of 5 years' experience as a Workday consultant, with a focus on Workday Financial implementations. Your consulting experience, in-depth knowledge of Workday Financials, and client relationship management skills will contribute to the success of our projects.
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The client is a non-for-profit Credit Union that is focused on building its client's financial strength, focused on smooth digital experiences, and centered on its local community. Conduct interviews with new and existing members to ascertain their loan financial objectives and goals.
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Previous experience managing large task orders under Federal, State, and Municipal government contracts, fostering and maintaining client relations, interacting with contract support staff (including subcontracting, procurement, billing, quality assurance, safety, and administrative personnel), and coordinating technical/financial aspects of various contracts.
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Looking for a candidate to be a functional Essbase admin and Anaplan model builder that s part of a newly created Anaplan Center of Excellence for client. Immediate need for a talented Hyperion ESSBASE Financial Analyst.
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As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they're on board.
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Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
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Robotic Process Automation (RPA) Analyst Full-time, direct employment Hybrid onsite/remote - Philadelphia, PA (Center city) No visa sponsorship or C2C at this time Our client, a prestigious financial services firm, is expanding and seeking a skilled operator for process enhancement through automated workflows.
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Our International Tax Services Generalist - Practice Support team advises PwC Client Services team advises clients on tax laws and reporting, legislation and planning strategies based on the geography and jurisdiction.
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Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York, London, San Francisco, Los Angeles and Chicago.
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Our client, a prestigious non-profit organization in Philadelphia is seeking a Dir of Finance/Controller for a new opening in the Finance/Accounting group. Provide financial documentation for grant proposals and perform grant accounting/reporting for state, county and private foundation grants.
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client financial jobs in Philadelphia, PA
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