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Full command of Microsoft Word, Excel and PowerPoint along with related financial services software including S&P CapitalIQ, S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, FactSet, etc.
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Leading core Accounting areas including Performance Management (executive dashboards management reporting, planning, budgeting & forecasting, analytics & decision support); Record-to-Report (financial close, consolidation, financial reporting, Fixed Assets, Inventory, Payroll); Order-to-Cash (order entry, customer credit, invoicing, accounts receivable, collections); and, Procure-to-Pay (procurement, accounts payable, invoicing.
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As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. The ideal candidate has 15+ years in financial services, with 10+ years as an executive in contact center operations, client experience or digital transformation, preferably within the wealth management industry.
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Pmp, Implementation, Stakeholder management, Development, Agile, financial, Project Management, Sdlc Methodologies, Front-end Web Development, Digital, Agile Methodologies, Nexus, Reporting, Uat Testing, test coordination.
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You will provide a range of qualitative and quantitative consulting services in the areas of data science, AI, model development, model validation, model risk management, modeling technology, model governance / controls / documentation, and financial instrument valuation.
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Supporting external financial statement, SOX compliance, and Internal Audit/SOX engagements for application and information technology general computer controls as a leader of integrated external and internal audit teams with IT general controls, IT operational risks, and IT risk management processes (including controls.
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Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Ability to apply thorough knowledge of cost accounting, financial analysis, and credit principles to assess credit viability.
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Areas of expertise include structured finance-securitization, and financial services-investment management. Education:Juris Doctor (JD) degree from an accredited law school. Firm Type: Law Firm, Experience: 3 Years, A law firm in Charlotte, NC is seeking a highly motivated and experienced Commercial Real Estate Finance Associate Attorney to join their team.
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We are seeking a Financial Crimes Senior Consultant with experience in Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) programs to participate in remediation projects for financial crimes compliance issues, including AML and BSA deficiencies.
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Collaborate with sales management to provide valuable feedback and insights on industry trends and market demands, enabling us to better serve our Financial Advisor clients. Preferred designations: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Certified Investment Management Analyst (CIMA.
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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.
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Global Human Resources (GHR) drives the company’s efforts to be a great place to work for all employees through a focus on recognizing and rewarding performance, creating opportunities for employees to develop and grow, being an inclusive workplace for our teammates around the world, and supporting employees’ financial, physical, and emotional wellness.
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The role of the Compliance Analyst, Americas is responsible for SEC Investment Advisor compliance clients, particularly Registered investment advisors ("RIAs") managing private funds. Up to date AML/KYC knowledge.
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Responsible for Commercial banking lending, deposit and treasury production, financial goal attainment, and the bank’s reputation and position for assigned market. Responsible for achieving financial goals and business objectives as outlined in the Annual Strategic Plan.
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Desired Qualifications: 2+ years of relevant experience in regulatory reporting and risk management (includes compliance, financial crimes, operational risk, internal audit, legal, credit risk, market risk, business process management) or 2+ years of financial services industry experience.
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financial advisor jobs Company: Truist in Charlotte, Amarillo, Texas
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