Collecting information
Organizing data
This includes working with lenders and partners on monthly and annual compliance efforts and financial reporting. Supporting the administration and procurement of insurance, Letters of Credit and Sureties, derivative transactions, and other financial instruments. In January of 2025, Torch entered in
As one of our Wealth Management Consultants, you will be a key member of our wholesaling team leading sales initiatives in the Cross Channel segment, identifying firm and firm representatives' needs and coordinate efforts to serve those needs. I can succeed as a Wealth Management Consultant at Capit
This position evaluates financial records, internal controls, and operational procedures to detect risks, ensure regulatory compliance, and. Develop, implement, and continuously enhance the company's fraud risk management and investigation framework, including investigation protocols, evidence handl
As one of our Wealth Management Consultants, you will be a key member of our wholesaling team leading sales initiatives in the Cross Channel segment, identifying firm and firm representatives' needs and coordinate efforts to serve those needs. You can effectively lead and motivate a territory team c
As one of our Wealth Management Consultants, you will be a key member of our wholesaling team leading sales initiatives in the Cross Channel segment, identifying firm and firm representatives' needs and coordinate efforts to serve those needs. You can effectively lead and motivate a territory team c
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support se
We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services. The company supports financial professionals with integrated financial planning tools, insurance and investment sol
Conducts complex analysis of internal and external initiatives affecting Taxpayer Services and operational continuity, and alerts leadership to adverse or disruptive factors. Develops and executes comprehensive action plans and schedules for short- and long-range project implementation, ensuring ali
The Treasury Management Officer II prospects, markets, sells, cross-sells, and implements the Bank's commercial depository services and treasury management and working capital products to customers and prospects. Excellent knowledge of product delivery systems and on-line computer systems Thorough k
Oversees API's management of internal quality control programs to ensure compliance with GAO auditing standards, OMB guidance, and professional best practices through coordination with the Office of Quality Assurance. Develops and maintains policies and procedures governing audit planning and implem
FP&A solutions, such as 13-week cash flow models, ROI models, pricing analysis, revenue and profitability analysis, and organizational design. Our Performance Improvement services include Finance Transformation, Financial Planning & Analysis, Integration & Carve Out Services, Shared Services Optimiz
Prepares action plans and schedules for various phases of project accomplishment, both short and long-range; ensures that plans are consistent with Departmental and Service goals, schedules, and policies. Plans, coordinates, and establishes operating methods and procedures for accomplishment of proj
Our Performance Improvement services include Finance Transformation, Financial Planning & Analysis, Integration & Carve Out Services, Shared Services Optimization, Operations & Supply Chain, Program & Change Management, and Profit Enhancement. FP&A solutions, such as 13-week cash flow models, ROI mo
In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life
At Future Capital Management (FCM), we believe in transforming how Americans think about money, planning, and the future. We do this through our mission: helping clients bring their financial dreams to reality and achieve lasting financial peace. Our vision is to change the financial direction of Am
Identifies and analyzes critical problems and issues and the timing and sequence of key program events and milestones. Develops innovative solutions, documents findings and conclusions, and develops and delivers presentations. Plans, develops, and coordinates projects and/or programs that impact mul
We target your core operational and financial performance drivers to improve profitability, increase spend effectiveness, and improve overall working capital. FP&A solutions, such as 13-week cash flow models, ROI models, pricing analysis, revenue and profitability analysis, and organizational design
Identifies and analyzes critical problems and issues and the timing and sequence of key program events and milestones. Develops innovative solutions, documents findings and conclusions, and develops and delivers presentations. If this vacancy includes more than one grade and you are selected at a lo
We target your core operational and financial performance drivers to improve profitability, increase spend effectiveness, and improve overall working capital. Our Performance Improvement services include Finance Transformation, Financial Planning & Analysis, Integration & Carve Out Services, Shared
Possesses thorough knowledge of Generally Accepted Accounting Principles in the United States, Standards issued by the Governmental Accounting Standards Board, United States Generally Accepted Auditing Standards, and Government Auditing Standards issued by the Comptroller General of the United State