Collecting information
Organizing data
Our focused model and bold ambition have put us at the center of events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insur
The successful candidate will be heavily involved in maintaining and developing financial models for the company and certain joint ventures, analyzing performance, and communicating financial results to the Executive team and our investors in a timely manner. Provide input on financial estimates nec
Work with C and VP Level Executives to understand Macro Economic and Industry factors that impact Company financial performance; Partner with leaders to develop revenue and profitability forecasts. Manage the budgeting, forecasting and long-term planning process; Work with cross-functional teams to
We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. Develop key diligence artifacts includ
As a Director within EY-Parthenon's Corporate Finance Business Valuation Financial Services practice, you will lead and oversee corporate finance and valuation engagements, including business valuations, strategic initiatives, M&A and optimizing value for clients in the financial services sector. Ou
Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls. Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, plannin
Support coordination of ALCO and Funding, Liquidity and Investment working group meetings and materials and present key Treasury trends and related metrics. Good communication skills: Strong communication (verbal and written) and interpersonal skills, with the ability to effectively collaborate with
Development and production of portfolio management reporting to leaders, business partners and teams in collaboration with product owners and managers to ensure decisions are in line with company strategic and financial goals on an ongoing basis, working with cross functional product teams using Agi
The ideal candidate should have an understanding of commercial banking or risk management practices and be looking to deepen their knowledge of credit risk policy and governance. The individual will partner with associates across the Commercial Bank and Credit Risk Management organizations to suppor
Utilize expertise in FP&A to support financial planning and analysis. Work with Workday Financial software to enhance financial reporting. Strong analytical and problem-solving skills.
Manage the budgeting, forecasting and long-term planning process; Work with cross-functional teams to build the foundational financial modeling for the Company. Work with C and VP Level Executives to understand Macro Economic and Industry factors that impact Company financial performance; Partner wi
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. Wealth Management helps individuals, families and foundations take a more intentional approach to their we
Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls. Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, plannin
As a Senior Financial Advisor at AFIN Family Wealth Management, you will play a crucial role in delivering comprehensive financial planning and investment management services to our esteemed clients. The ideal candidate will possess extensive experience in wealth management, a strong understanding o
Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management. Depending on your eligibility, options for full-time employees include: medical/pr
Financial planning assist clients with developing forecasting and budgeting processes, implementing planning technologies and developing long-range models. Our Performance Improvement services include Finance Transformation, Financial Planning & Analysis, Integration & Carve Out Services, Shared Se
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Performs financial analysis and calculations, assesses client creditworthiness, prepares detailed credit summaries, analyses finan
Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, I
Assisting in the completion of new and existing loan underwriting due diligence, including preparation of deal screening memos, identification of risks and mitigants, new credit approval requests, preparation of three-statement financial models, financial statement spreading, in-depth financial anal
Are you a highly motivated and client-focused individual with a strong understanding of investment products? We're seeking a Wealth Management Client Associate to provide exceptional service and operational support to our Financial Advisors (FAs) and their clients. Deliver outstanding client service