Collecting information
Organizing data
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 an
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
The Director, FR&A will promote the culture of collaboration between the Finance and Operations Department and other departments at the Foundation by demonstrating the Finance and Operations Department’s core values of stewardship in service to stakeholders, proactive business partnership through
The goal is to prepare early‑career finance professionals and accountants for strategic roles in financial planning, budgeting, forecasting, and performance analysis. The Financial Planning and Analysis certificate will be a non‑credit certificate program. Experience developing and/or teaching t
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. Experience
This role is responsible for providing strategic direction and leadership in developing and driving the execution and coordination of the risk-based audit plan for coverage of the Operations institutional brokerage (agency execution and global equities trading), capital markets, and professional ser
Cash and asset management of trust accounts including monitoring and investment of balances, valuations of assets and collateral, and the proper funding of accounts in compliance with governing trust documents. Bank policies and procedures including the Code of Ethics and Business Conduct and relate
Depth and breadth of prior and/or related commercial lending, business development, commercial credit and portfolio management in Asset Based Lending (ABL) and similar Commercial market experience. Understands data, metrics and/or financial information, and how they tie to client satisfaction and bu
Act as key participant in monitoring and reviewing group loans, underwriting, and portfolio management performance for Credit Risk & Approval. Wells Fargo is seeking a Lead Credit Risk & Approval Officer for the Corporate Risk group's Commercial Banking line of business who will focus on the Equipme
What you can expect from us: Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on enabling you to further you
Key ResponsibilitiesLead and support financial due diligence engagements for private equity and corporate clientsAnalyze historical and projected financial data to identify key deal drivers, risks, and opportunitiesPrepare detailed reports and presentations for clients and stakeholdersCollaborate wi
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending,
As an AVP, Financial Analysis - Investment Operations and Finance, you will lead the creation and presentation of financial reports focused on our investment portfolio and act as a partner to communicate clear and concise insights/recommendations with the goal of influencing functional/business deci
The Internal Wealth Management Consultant provides the primary internal sales support for the wealth management platform and our external Wealth Management Consultants. Provide assistance to FAs utilizing Wealth Management resources including financial planning software, WealthPlan Analysis, Morning
This role will support development and implementation of an audit coverage strategy for Personal Trust and Institutional Investment Services products and services, key risk and regulatory themes spanning fiduciary and asset management topics, and continuous monitoring of strategic initiatives and bu
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 have a proven track record in third-party distributi
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Pay at Cardinal Health is determined by multiple factors
A leading technology company is seeking a Financial Analyst to provide financial decision support, focusing on budgeting and forecasting. The ideal candidate will have a bachelor's degree in Finance or Accounting and at least 2 years of financial planning experience. This role offers the opportunity
Preferred Skills/Experience - Considerable understanding of applicable laws, regulations, financial services, and regulatory trends that impact their assigned line of business - Considerable understanding of the business line's operations, products/services, systems, and associated risks/controls -
Full-time employees receive benefits including: medical and dental coverage; life insurance; short-term and long-term disability insurance; pre-tax flexible spending account for certain medical and dependent care expenses; an employee assistance program; Paid Time Off; paid holidays; participation i