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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners, create the Citizens Private Client team.
$70,040 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Banking experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) OR, 3 years' experience in a financial client relationship manager role. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis.
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About the Position The Client Success Manager will engage with a portfolio of clients across the EMEA region to ensure they get the best value from FiscalNote Global Intelligence (FNGI) products and services.
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Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as cost segregation studies and tax equity financial modeling (e.g., hypothetical liquidation at book value.
$193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Complete regular financial and operating reports, as required or requested by the Food & Beverage Manager. Positively deal with and learn from customer complaints and comments with follow-up and feedback to the Catering Manager / Food & Beverage Manager.
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Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) 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.
$144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Experience with financial systems or ERP packages such as Oracle, SAP, Siebel, and PeopleSoft. Experience with financial processes such as accounting to financial reporting, order to cash and procure to pay.
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Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), or relevant certification. 4+ years of experience in auditing, in accounting, in financial analysis, in compliance, or a combination.
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Coordinate with the Retail Store Manager to execute a strategic retail operations plan that aligns customer service, sales and volume building, merchandising, inventory management, budgeting and expense control with SSC business and financial goals.
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What You’ll Do:The successful candidate will support the finance team by assisting in the analysis of a wide variety of financial and accounting issuesSupport the Director and Senior Manager of Financial Planning & Analysis in managing Urban’s financial planning & analysis activities.
$115,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Senior Project Manager (SPM) will oversee financial, administrative, and compliance aspects of the technical and operational implementation of projects of considerable cost and/or technical complexity, including the USAID and other USG donor contracts.
$108,000 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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We welcome those with experience in jobs such as Billing, Cost, and Rate Clerk, Field Client Relationship Manager, and Retail Sales Representative and others in the Accounting and Finance to apply.
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Together, we are a global leader in Diversity, Equity, and Inclusion (DEI) in emergency management and climate resilience, providing client support through assessments, strategy, data science, education, planning, training, exercises, econometrics, coaching, trauma-centered community engagement, equity audits, capacity building, and effective implementation.
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Analytical Skills: Strong analytical and quantitative skills with proficiency in financial modeling (e.g., Excel, VBA, Python, R). Support the monitoring and evaluation of the investment, performance, and transactions of the total SRP/RSBIA portfolios, the seven asset classes, and each of the individual investment manager accounts.
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Provide monthly financial status reports for all International Armaments Cooperation (IAC) programs; ensure programming documents are prepared for the Government Resource Manager. Apogee is actively seeking a part-time Program Financial Analyst at the Pentagon in Arlington, VA. Why work with us.
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financial manager client jobs Title: sales desk manager Company: Jpmorgan Chase Co in Mclean, VA
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