RESPONSIBILITIES INCLUDE•Prospecting for clients through networking and referrals•Developing and maintaining long-term relationships with clients•Providing financial solutions for clients through fact gathering and needs analyses•Expanding personal knowledge and skills through on...
Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience. ...
Intuit is seeking Tax Experts for the upcoming tax season.If you have an active PTIN and unrestricted credential (CPA/EA/Practicing Attorney) we would love to connect with you!.Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock ...
Intuit is seeking Tax Experts for the upcoming tax season.If you have an active PTIN and unrestricted credential (CPA/EA/Practicing Attorney) we would love to connect with you!.Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock ...
High proficiency in SQL (relational tables, data mining, leveraging models for segmentation, aggregating data, writing complex queries, segmentation of data). A Fortune 100 company is looking for a Sr Business Analyst to join their Database Marketing team that is responsible for providing marketing ...
ERP Business Analyst’s Responsibilities and Duties. ERP Business Analyst’s Qualifications and Skills. Lead projects that introduce new features to support evolving business needs and operational goals. Solid understanding of key business processes related to finance, operations, and other areas with...
The role also supports the Manager and Director of Business Intelligence in empowering business leaders with reliable, high-quality information that drives business opportunities and efficiencies. Liaise between business, development, and support teams to ensure technical solutions meet business req...
Implementing of business concepts in the business application (customizing and adapting to requirements). Conception and Implementation of business applications. Application consulting for the creation of business concepts. Bachelor’s degree in business, sales, and/or supply chain management. ...
The Director, Financial Planner/ Wealth Advisor will support the Senior Managing Director of Financial Planning in providing comprehensive, sophisticated, fee based financial planning analyses and recommendations to the clients of Webster Private Bank. Update financial plans to reflect changes in cl...
Our experienced underwriting staff partners closely with clients to provide innovative reinsurance solutions that support profitable growth and financial stability over time. Analyze quarterly financial activity and compile quarterly CFO Call workbook for review by Controller and CFO and submission ...
As a member of the Central Accounting Office, the Centralized Staff Accountant will work collaboratively with other members of the finance team and will have primary responsibility for preparing monthly financial statements for various operating entities of HEI Hotels & Resorts. In addition, the Cen...
You will lead all financial and accounting activities of the business at the highest level including the management of financial and management reporting; premium collection; the general ledger; and compliance with SOX, GAAP and all applicable federal, state and local regulations for finance and tax...
Performs analysis and reporting regarding financial operations and. Performs statistical, cost and financial analysis of data extracted from. Assists with budget preparation and financial planning processes. Minimum three years experience in budgeting, financial analysis. ...
We are looking for an accounting professional to assist with various tasks within the Accounting Department, including supporting financial processes and overseeing daily operations.Oversee daily accounting tasks, including managing cash flow, handling accounts, and maintaining records.Assist in aud...
Chief Financial Officer (CFO) who is both entrepreneurial and strategic. This pivotal role reports directly to the Chief Executive Officer (CEO) and will engage extensively with the Board and its Finance Committee. Financial Analysis: Provide timely, accurate analysis of budgets, financial reports, ...
As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a h...
The Senior Data Analyst – Compliance will be responsible for researching and documenting data lineage from a regulatory compliance perspective to support global broker-dealer reporting requirements. Interactive Brokers seeks a motivated data professional to support its Data Governance program. Ident...
As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a h...
We are in search of a Entry level Financial Analyst to join our team based in Darien, Connecticut. You will be entrusted with the responsibility of preparing financial plans and forecasts, analyzing financial trends, and managing finance and planning systems. Your role will primarily encompass suppo...
Residential Property Accountant. The Residential Property Accountant would report to the Residential Controller. Residential Property Accountant. Qualifications of the Residential Property Accountant. ...
Design, create, and document SAP Sales and Distribution (SD) functionality in support of business objectives. Provide technical requirements to the development team and oversee the accuracy of the development based on the business requirements. Define and design system configuration, enhancements, a...
Design, configure, and document SAP S/4HANA Defense and Security (D&S) functionality based on business objectives. Provide technical requirements to the development team and oversee the accuracy of the solution development based on the business requirements. The salary range for this role takes ...
Responsible for supporting and developing a team of analysts with strong analytical skills and subject matter expertise across business processes and systems. Charter is an essential business that has continued to see growth regardless of covid. Establishes and continuously improve business analysis...
The Document Controller’s role is to develop, track, and maintain a document control repository with one location to find all documents including but not limited to Job Aids, SOPs, Trainings, Forms, and tools. The Document Controller shall collaborate across multiple teams within the Construction Pr...
Articulates our distinctive value proposition to potential clients and strives to position the firm as their trusted financial advisor. Have a minimum of 6 years of experience in financial and/or estate planning within a professional financial services company or wealth management firm. Fantastic op...