Collecting information
Organizing data
Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.. During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor.. Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
Following the direction of the Chief Executive Officer, Board of Directors and CHC's Vice President of Hospital Financial Operations, the CFO is responsible for providing leadership and oversight of the overall financial planning and financial operations of the hospital while ensuring compliance with the hospital's mission, vision, values, goals, strategic direction, and applicable laws and regulations.. S/he appraises the organization's financial position and issues periodic financial and operating reports; directs the hospital's financial planning, revenue cycle, payroll, and accounting practices; oversees and directs treasury, budgeting, audit, tax, purchasing, and real estate.. Critical Access Hospital experience is a plus. Requires managerial experience and demonstrated understanding and experience with hospital financial reporting, revenue cycle management, accounting, budgeting, accounts payable, treasury, audit, tax, payroll, information technology and materials management.. Knowledge of financial management, accounting systems, treasury practices, risk management, financial controls, productivity measures, risk management, reimbursement principles, management care contracting, information management, and materials management.
Our client is a group of companies in stamping, forming and assembly technology with more than 1000 employees in Germany, Eastern Europe and ASIA. As a supplier for high-quality automotive technology, they are developing and manufacturing mechanical and mechatronic looking and hinge systems for the global automotive market.. Oversee and manage all controlling activities, including budgeting, forecasting, variance analysis, and financial reporting.. Develop and maintain cost control systems, ensuring accurate allocation of costs (direct/indirect, fixed/variable).. Implement and monitor standard costing practices, including the creation and maintenance of Bills of Materials (BOMs) and routings.. A Master’s degree or professional certification (e.g., CIMA, ACCA) is a plus.
Financial Planning & Analysis: Establish business partnership through strategic long-range planning, budgeting, forecasting, and scenario modeling all enabled by technology.. Data Analytics & Visualization: Leverage analytics and visualization tools to influence decision-making and predict business outcomes with data-driven insights (Tableau, PowerBI, Alteryx, etc. 5-8 years of experience related to: Financial Planning & Analysis, Corporate Strategy, Financial Due Diligence, Restructuring, Investment Banking or Private Equity.. Data analytics and visualization tools (e.g., Alteryx, Tableau, Power BI).. General knowledge of financial ERP systems, business intelligence technologies, and other finance performance management tools (e.g., SAP, Oracle, NetSuite, Microsoft Dynamics, Workday Financials), including EPM (e.g., Hyperion Planning, Anaplan, Planful, Adaptive Insights)
Recommend tax planning opportunities in the region, including restructuring of affairs to ensure legislative compliance and compliance with the Tax Standard.. Manage the regional transfer pricing program for documentation and strategy.. Strong knowledge of corporate tax, transfer pricing, tax treaties, income source rules and indirect tax principles.. Experience in international tax law and IFRS tax reporting. The role coordinates with one tax staff located in the Manila, Philippines, covering direct tax return preparation, tax audit co-ordination and tax effect accounting.
Through mentorship, coaching, and ongoing training, you will have the opportunity to develop a strong foundation in wealth management, allowing you to act as a subject matter expert with clients as you provide technical assistance and place solicited trades.. If you’re looking for a role with a firm that will prioritize your development and set you on the path to becoming a Wealth Advisor, this could be the opportunity for you.. We place a premium on high performance, quality service and the ability to contribute to the Schwab Wealth Advisory Investment strategy.. Active and valid FINRA Series 7 license required. Experience servicing high-net-worth clients
The Client Service Associate reports to all Advisors and the Chief Operating Officer and serves as the primary contact for customer relationship management and administrative account servicing.. Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation. The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and financial planning concepts. Series 7 and 63 preferred. Series 65/66 preferred
This position works across the firm and closely with the legal and compliance team, all focused on meeting the needs of our clients.. Law Degree from an accredited law school. Identify, research, and answer internal legal questions about, including among others, banking, trusts, fiduciary duties, securities, investment management, contract, and general corporate law. Identify, draft, and implement internal controls and solutions. Research, analyze, summarize, and explain OCC, Federal Reserve, SEC, and other laws, regulations, and releases
Raytheon Intelligence and Space is seeking a Property Management Team Member to be responsible for maintaining Property and Material (Asset) Management records from acquisition to closure of Company and Government owned property.. Responsibilities also include assisting the property management team in the coordination of audits for internal and external customers, manage property records of government materials and equipment, handle activities relating to acquisition, receipt, training, property loss damage reporting, and validation of property ownership, identification, utilization, property and material storage, contract closure and disposition.. Personnel may share duties with other job functions to include Finance, COMSEC and Procurement.. Active and transferrable TS/SCI with polygraph U.S. government issued clearance is required prior to start date.. Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement.
The Compliance Program Manager reports directly to PCS’s Chief Legal and Compliance Officer (CL&CO). Maintain database of all PCS entity and individual licensing documentation, including continuing education and E&S PCS’s in coordination with E&S Compliance Manager. Coordinate with Legal, Operations, Distribution, and carriers on customer and producer complaint responses. Coordinate with Legal, Operations, Finance, and business personnel to implement necessary corrective actions across PCS and monitor and report on effectiveness of corrective actions. Manage relationship with PCS’s sanctions and adverse media screening provider.
An Innova Solutions Client is immediately hiring for a Regulatory Guidance Manager – Government Programs. Upload all requested information into the Health Commerce System (HCS), the state’s database, as necessary.. Master’s degree or Juris Doctorate preferred.. One of the Largest IT Staffing Firms in the US – Ranked #3 by Staffing Industry Analysts (SIA, 2024). One of the Largest Staffing Firms in the US – Ranked #13 by Staffing Industry Analysts (SIA, 2024; includes Innova Solutions, Volt, & HireGenics)
Enforce corporate strategy and policies to Buyers and Senior Buyers, to achieve profit target.. Must have a Bachelor’s degree or foreign equivalent in Finance, Economics or related field plus 3 years of experience in Job offered, Logistics, Procurement Analyst, or related role.. Inventory Management: manage inventory levels to enhance order fulfillment and inventory turnover; monitor, research and correct inventory errors; enforce batch code management for inventory tracking purposes.. Supply Chain Management: Design solutions for purchasing and shipment, to save on the cost of materials and freight.. Food Compliance Management: Enforce food compliance into daily operations, such as pest control, batch code, COA and GSP standard.
My client, a leader in the financial services/banking industry , is hiring a detail-oriented project coordinator/researcher professional to join a special project supporting their risk and audit team with data entry and research.. 📅 Duration: September 2025 – December 2025 (no extension or hire potential, just would work on this one project). 📍 Location: Hybrid out of Richmond, VA preferred, or fully remote in EST hours for the right fit. Conducting research on vendors to obtain classification and export compliance details.. The ideal candidate is organized, detail-oriented, and confident in both research and outreach , with the ability to manage multiple tasks while meeting tight deadlines.
Avenir Group is a global leader in fintech and digital assets, with businesses spanning quantitative trading, Web3 investment, digital asset custody, crypto market making, compliance consulting, and cross-border asset management.. We are building a next-generation integrated trading platform — enabling users to seamlessly trade both digital assets and traditional securities on a single platform, backed by top-tier trading and custody infrastructure, and combining traditional finance expertise with crypto-native innovation.. Ensure alignment with US regulatory frameworks (SEC, CFTC, FinCEN) while fostering product innovation. Lead, mentor, and scale cross-regional product teams; coordinate with trading, operations, compliance, and marketing. 8+ years in product management, with at least 3 years in a senior product role at a leading crypto exchange, brokerage, or high-performance fintech platform
As a Commercial and Specialty Banking Relationship Manager I, you will ensure the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients, while cross-sell lending, depository and Treasury Management products to new and existing bank clients.. You will be responsible for a variety of tasks including reviewing the clients credit needs, designing solutions, negotiating credit terms, loan repayment methods and collateral specifications with the client.. You will manage the existing portfolio of clients and monitor the client relationship for compliance with credit standards, as well as updating financials, maintaining insurance on bank collateral and reviewing loans for accurate grades, and handle relationships greater than $2 million in credit exposure and over $25,000 in fee income.. All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.. Competent in the operation of standard office equipment including computer, fax, ten (10) key calculator and phone.
Since its inception, DanceSafe has been at the forefront of harm reduction efforts within the electronic music and nightlife communities.. This is a rare opportunity for a strategic and values-aligned leader to oversee a national harm reduction nonprofit with international reach at the intersection of public health, drug policy, lifestyle, and nightlife culture.. Steward a sustainable business model that integrates fundraising, grant income, marketing, earned revenue (ie paid and non-paid social enterprise strategy, program-related income, etc), and other.. Ensure DanceSafe maintains strong internal financial systems, controls, regulatory compliance, sound fiscal policies, clean audits, and platinum Candid status. overseeing and optimizing impactful digital infrastructure and omni-channel digital initiatives, including websites, tools and platforms (CMS, social & digital media, paid & non-paid marketing & communications, analytics & optimization, donation/payment processing, etc), e-commerce systems, CRMs, and UI/UX strategies.
Join to apply for the Director, Agribusiness Lending role at FNBO. Role Description: Accountable for managing and growing large and complex loan portfolio by providing best in class Credit, Depository and other Agribusiness banking products and services. Demonstrate leadership skills by mentoring Junior Lenders/Junior Analyst and working with Bank key product partners.. Compliance: Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. Bachelor Degree in Banking, Finance, Accounting, Agribusiness or equivalent
We partner with multiple stakeholders including automakers; fleet and rideshare operators; retail hosts such as grocery stores, shopping centers, restaurants, gas stations, and more to make our vision of Electric for All a reality. Advise on executive and share based compensation matters; advise and collaborate with the stock plan administrator. Stand up and oversee the broader compliance program for the company, including contractual compliance, data privacy, and assist with matters related to risk assessment and management/ERM. Manage and mentor a team including a junior lawyer/s and a paralegal, and others across the company. A minimum of 10 years’ experience; must have in-house experience at a leadership level, some experience at a top tier law firm preferred.
Demonstrate leadership skills by mentoring Junior Lenders/Junior Analyst and working with Bank key product partners.. Cross-Sell FNB Services and Products - Effectively refer all Ag relationships to expand overall relationship within FNNI. Compliance: Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. Bachelor Degree in Banking, Finance, Accounting, Agribusiness or equivalent.. Knowledge of Agribusiness banking products/services and FNB products and services
This position will manage the overall credit risk of the principal loan portfolios through effective planning, credit review, sales and lending techniques, as well as planning and directing all aspects of the operational policies, plans and initiatives in conjunction with various committees.. Work closely with the President/CEO and senior management members to prepare and achieve strategic business and tactical initiatives.. Administer all bank loan policies and procedures, commercial lending operations strategies, underwriting, risk management and loan pricing for perspective branch.. Responsible for growing the team and supervising the activities of subordinates in credit review, appraisal review, risk management and commercial lending roles for perspective branch.. Experience managing multiple lines of business in commercial lending and commercial banking operations.