Collecting information
Organizing data
This role leads budgeting, forecasting, financial modeling, and performance analysis to deliver timely, accurate, and actionable insights that drive operational and strategic decision-making. Builds and maintains financial models to support planning, forecasting, pricing, and strategic initiatives.
Markets new and renewal business for Private Equity firms, Venture Capital firms, Family Offices and Private Equitybacked portfolio companies by:. Builds and structures portfolio company insurance programs that align with sponsor objectives, including benchmarking, harmonizing limits and retentions,
The Firm Enterprise Solutions Associate Director, Financial Planning and Analysis will help drive planning, forecasting, and business decision support across a complex, matrixed environment. As a Firm Enterprise Solutions Associate Director, Financial Planning and Analysis on the Financial Planning
Develop key performance indicators and trend analysis throughout financial models, implementing scenario and sensitivity analysis around drivers. Develop and present analysis, results, and recommendations of the financial planning function to various audiences, including cross-departmental teams, th
Directing the work of Accountants, Health Insurance Specialists, and contractor staff by assigning tasks based on priority and complexity, establishing short-term schedules, and ensuring court deadlines and timeliness standards are met. Establishing internal controls and monitoring division performa
ACTIONS TO ACHIEVE SUCCESS: Working directly with Alpine Private Wealth’s Vice President of Client Administration and the Advisory Team, the Private Client Associate’s responsibilities will include, but are not limited to the following: Serve clients at the highest possible level to ensure that
Mercantil Commerce Bank in Kansas City is seeking a Private Client Advisor Associate to support the delivery of wealth management services to high net worth clients. Responsibilities include acting as a point of contact for clients, account administration, and identifying opportunities to expand cli
Maintains and applies a thorough understanding of the bank's credit policy, SBA eligibility and all necessary business practices to ensure the submission of accurate and complete loan application packages. SBA Business Development Officer Financial Services - Commercial Banking Lee's Summit Missouri
Busey Bank is seeking a Private Banker II in Kansas City to manage a portfolio of high-net-worth client deposits, wealth management needs, and loans. Ideal candidates have strong credit underwriting, financial analysis, and relationship-building skills, with a Bachelor’s degree in finance or relat
Overview Department: SOM KC Internal Medicine - Weight Management Position Title: Clinical Research Assistant - Internal Medicine (Physical Activity and Weight Management) Job Family Group: Professional Staff Responsibilities Assist in the implementation and evaluation of physical activity, nutr
Responsible for increasing the bank’s deposit base and providing proactive financial solutions to clients. Ideal candidates will have a Bachelor’s degree in Finance or Business and 5-7 years of relevant experience. Excellent communication and analytical skills are essential, along with the abili
The ideal candidate will have a strong background in financial reporting, variance analysis, and budgeting. Blue Cross and Blue Shield of North Carolina is seeking an analytical finance professional to drive financial optimization within the Financial Monitoring & Analysis team. Compensation ranges
This role involves analyzing client needs, managing a loan portfolio, and collaborating with internal teams to deliver tailored banking solutions. Relationship Manager for Commercial Banking to enhance profitability by cultivating new and existing client relationships. The successful candidate will
Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Responsible for
You'll work collaboratively with your colleagues and client facing teams across Wealth Management, including Private Wealth, Brokerage, and Institutional Wealth. You will identify risks and assist with the implementation of controls to manage the identified risks while assisting with the drafting of
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our b
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. Our
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our b
The Clinical Research Assistant (CRA) in the Division of Pulmonary, Critical Care, and Sleep Medicine supports clinical trials by assisting with various aspects of research, including participant recruitment, data collection, and compliance with regulatory guidelines. Clinical Research Assistant - I