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A CFP, CFA, ChFC, PFS, CIC certificationCurrently advising a $25m+ book of business as the primary advisorSignificant experience as an advisor or in client-facing financial services rolesSignificant experience in delivering financial advice directly to consumersExceptional investment acumen and knowledge of broader planning topicsSignificant experience using financial services technology is preferred but not requiredStrong organizational, leadership, and written communication skills.
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What can you expect:Serve as an advisor in Marsh's Transactional Risk brokerage team. Four + years of transactional, renewable energy finance or M&A tax experience at a major law firm or Big Four.
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Cross-train across Enterprise Planning & Treasury responsibilities to provide flexibility and support for consolidated FP&A, cash management, financing activities, debt deals, rating agency analysis, risk/insurance preparation, macro and industry analysis and overall financial strategy.
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It will have key interactions with the Project Finance, FP&A Manager, and general Accounting Team. The scope of work will involve a holistic approach to GAAP financial statements, financial audits, and business critical project based accounting (Service Contracts, EPC, Construction, and Lease Accounting) in support of a growing nationwide utility-scale renewables portfolio.
Full-timeRemoteExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Be a Talent Advisor in solving problems and influencing outcomes both with your customers and within talent acquisition. Establishing relationships with both hiring managers and candidates to be a trusted advisor delivering outstanding customer service throughout the hiring process.
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As a Mid-Level ERP Finance Consultant, you will utilize your Advanced proficiency in Microsoft Dynamics 365 Finance Functional to provide expert guidance in financial core functionality, accounts payable, accounts receivable, cash & bank management, and general ledger.
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Certifications: Certified Financial Planner / CFP Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
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Create strategies, blueprints and roadmaps that define the finance strategy including financial systems and data, operating model, process automation plan, and analytics insights to support the broader organization's future vision.
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Domain expertise: Experience managing internal projects encompassing ERP, HRIS, or Financial Information Systems, preferably in the health services or non-profit sectors. Transition and Implementation: Guide the transition from Tableau/Alteryx to Power BI/Fabric, ensuring seamless data migration (including data governance and quality control), report conversion, and system integration.
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Within Amazon's Corporate Financial Planning & Analysis team (FP&A), specifically supporting People Experience and Technology (PXT), we enjoy a unique vantage point into everything happening within Amazon.
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Tracy Bylund (She/Her), Talent Advisor at. Metro Transit is looking to fill one vacant career service Access Paratransit Certification Coordinator position to assist with determining paratransit eligibility and providing exceptional customer service for our Access Paratransit van customers who apply for transportation services.
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3+ years of automotive dealership experience (sales associate/representative, service advisor, parts counter, controller, marketing associate) Dealership management experience is a plus (sales manager, internet sales manager, business development manager, F&I manager, marketing manager, marketing director, parts manager, service manager, fixed operations manager.
$55,000 - $75,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic ecosystem, developing unique financial products, including Afterpay/Clearpay, to provide a better way to send, spend, invest, borrow and save to our 47 million monthly active customers.
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Knowledge of common and emerging issues impacting Financial Services clients, data analytics and risk modelling as it relates to AML/BSA and OFAC solutions; Demonstrates Intimate Abilities And/or a Proven Record Of Success As a Team Leader Within BSA/AML And Sanctions Regulations And Regulatory Authorities And Proven Experience With Working With Banking And Financial Firms Across Multiple Business Areas, Banking, Lending, Trading, Risk Management, Evaluating, Implementing And Developing The Following.
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At request of Area Director of Finance, attends monthly DOR or AOR meetings to provide financial support and direction. Coordinates the monthly close process for the field controller group to ensure the timing and accuracy of the financial reporting.
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financial advisor jobs Company: Dollar General in Seattle, WA
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