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Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Our spectrum of business tax services is relevant for public and private companies, and range from tax planning to tax compliance, controversy, and risk management, including tax credits, government incentives, and tax management consulting.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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Progressive experience in a compliance role within the financial services industry, preferably at a Registered Investment Advisor (RIA) firm or fiduciary. Strategic Wealth Designers (SWD) is a full-service financial firm specializing in assisting clients near or in retirement.
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LPL Financial, member FINRA, SIPC, is the clearing broker-dealer for Equitable Advisors, LLC and they are not affiliated. o More than 190 Elite Advisor Group firms. Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.
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The Senior Wealth Advisor (Also known as the Senior Financial Advisor - Investment Services - Workplace) with Empower works with individual consumers to ignite a plan to document and meet financial goals and consolidate assets with Empower.
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This is what it is: it is a data governance role out of highly regulated environments, financial is a huge plus, more governance policies procedures, records management systems, built a data privacy system, any Collabra or tableau, data leakage, records management, etc.
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Since the 2008 Global Financial crisis, Trigild has operated over 15 million square feet of commercial space, over 40,000 hotel and multifamily units, and served as fiduciary receiver and bankruptcy trustee for assets ranging from hotels, apartment complexes, and retail centers to unique businesses, such as a $1.6 billion TIC syndicator and a large food processing plant.
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Support the Business Loss Forecast (BLF), Current Expected Credit Losses (CECL) and Comprehensive Capital Analysis and Review (CCAR) processes, credit migration management, and concentration management with credit research.
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Hands on deployment, management, and troubleshooting experience with HSMs, MS PKI, HashiCorp Vault, and all CyberArk components (AIM, PSM/P, PVWA, CPM, VAULT). As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System.
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340B Revenue Management: Analyze complex financial and non-financial 340B revenue data from external pharmacies and suppliers, identifying trends, variances, and improvement opportunities.
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3 years of experience in risk and regulatory management consulting from a competitive firm serving the financial services industry. Assess risk and develop mitigation strategies for top-tier financial services organizations.
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Minimum of 6 years of experience in third-party risk management or a related risk management function in the second line of defense within the financial services industry. The successful candidate will play a critical role in enhancing and executing the bank's third-party risk management framework in accordance with industry best practices and regulatory requirements set forth by the Federal Reserve Board (FRB), the Office of the Comptroller of the Currency (OCC), and the Federal Deposit Insurance Corporation (FDIC.
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We have been a trusted partner and advisor to many leading, globally recognized companies such as Applied Materials, Exxon Mobil, Flextronics, LSI Logic, Mahindra, Motorola, Nestle, Palm, Qatar Petroleum, Ranbaxy, Unilever and Whirlpool and many others.
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Bachelor's Degree and a minimum of 5 years of financial services legal or marketing experience, OR Juris Doctorate (JD) and a minimum of 3 years of financial services legal or marketing experience.
$90,000 - $155,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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VWH Capital Management, LP (“VWH”) is an SEC-registered investment advisor and private equity firm with multi-billion dollars in assets under management. This position will be responsible for supporting the management and oversight of servicers for default servicing related functions, primarily loss mitigation, servicing processes, title curative, and property strategy.
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management financial advisor jobs Title: credit in Dallas, TX
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