Collecting information
Organizing data
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei
Assist the Audit and Financial Reporting Manager with the compilation of data for the Annual Comprehensive Financial Report (ACFR) and the Popular Annual Financial Report (PAFR). Apply self-initiative and independent judgment in analyzing and evaluating financial information and generate complex rep
Perform assigned tasks in conformance with procedures and instructions established in the Business Management System (BMS) and in compliance with applicable Environmental, Health, and Safety (EHS) regulatory requirements. This role supports financial planning, reporting, and business analysis activi
This role is responsible for the accuracy, timeliness, and integrity of all investor reporting deliverables, including remittance reporting, performance reporting, compliance reporting, and ad-hoc investor requests. Oversee the preparation, review, and distribution of monthly, quarterly, and annual
The Senior Analyst, Financial Planning and Analysis will play a key role in supporting the financial management and reporting functions of Burger King Company Restaurants. This position is benefits eligible and offers a comprehensive package: health benefits (medical, dental, vision and life insuran
Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers. Review and analyze client
Employees are eligible for medical, dental, and vision coverages, FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave up to 10 weeks, and short/long term disability. Internal audit strategy and technology enablement: Focuses on definin
Assist the Audit and Financial Reporting Manager with the compilation of data for the Annual Comprehensive Financial Report (ACFR) and the Popular Annual Financial Report (PAFR). Apply self-initiative and independent judgment in analyzing and evaluating financial information and generate complex rep
Build impactful relationships with new and existing clients and maintain relationship with firm leadership Create a positive and trusting environment where team members know each other and feel a part of their team Able to identify key tax technical issues and raise the appropriate questions before
We are seeking a high-performing FP&A professional to serve as a key contributor in the consolidation, enhancement, and delivery of management reporting and enterprise budgeting and forecasting processes. The individual will be expected to develop deep subject matter expertise (SME) across financial
Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers. Review and analyze client