Collecting information
Organizing data
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.. · Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking. · Licensing: State Life & Health, SIE, Series 7, Series 66. · Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Member FDIC | Equal Housing Lender. Previous sales and customer service experience in a retail banking environment. Participates in community events in conjunction with Bank sponsorships, marketing, and networking. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone.
Prudential Advisors is looking for an experienced financial advisor in the greater Wexford market that is interested in working with an existing book of clients.. 2 retirement programs: a 401(k) with a 4% match, a cash balance pension plan.. Series 7 and 66 (or 6 and 63/65) required. Three or more years of investment sales experience. If you are interested to learn more please email me at ryan.gould@prudential.com or if you know someone feel free to forward my message to them.
We seek a leader who promotes best practices in non-profit management, champions transformation, and drives value-based decision-making.. This is a fully remote position, with the option to work in a hybrid capacity at our Bethesda, Maryland HQ or a shared workspace in Washington, D.C.. Collaborate with the CEO and CMO to evaluate sustainable fundraising strategies.. Proven national experience as a CFO, VP of Finance, or related executive role with oversight of diverse revenue streams.. Deep understanding of IT governance, cybersecurity best practices, and data compliance standards.
This position will be responsible for supporting the development and operation of City National Bank's (the Bank's) Operational Risk Management (ORM) program as prescribed by the Risk Council.. Responsibilities may include risk assessment; model validation, managing ERM processes; identifying and developing enterprise-wide risk analytics and reports; implementing ORM-related policies and procedures and facilitating the implementation and integration of risk management activities at all levels of the company.. Minimum 3 years of experience with reporting and analytical tools such as Excel, Brio or MS. Extensive knowledge and experience with various reporting and analysis tools including Excel, Brio and MS Access required.. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today.
We are offering a Business Development & Venture Relations Internship with ReplyQuick, a modern communications SaaS platform helping businesses improve customer response and eliminate missed calls through advanced VoIP, UCaaS, and telecommunications solutions.. Build and manage target lists of venture capital firms, angel investors, and funding sources. Independently lead outbound networking efforts for both client acquisition and fundraising. Strong interest in SaaS, UCaaS, VoIP, telecommunications, and startups. Fully remote internship
Manage the business development efforts of the SBA BDO team, regularly calling them on brokers, customers and prospects.. Oversee the underwriting of SBA loan requests submitted by BDO’s to make sure of a uniform standard in compliance with the Banks policies and SBA SOP’s.. Analyze, structure and submit loans for approval to the assigned Credit Officer.. Ensure the SBA Portfolio Management team monitors existing loan portfolio on an ongoing basis for delinquency, document follow-up, covenant compliance, ongoing financial reporting, renewals, etc.. 5 – 10 years of SBA Lending experience is required
Our primary goal is to provide exceptional customer service and administration servicing for our clients’ assigned hedge and private equity funds.. As a Fund Accounting Supervisor, you will act as an intermediary between the funds and their investment managers and serve as the official record keeper for the funds.. Your skills in accounting will be used by pricing and maintaining timely records for hedge and private equity holdings using various external pricing resources.. Your due diligence and attention to detail during the review process of the fund accountant analysts work will be key to your team’s success while striving for error free reconciliations and reporting.. To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate.. Underpinned by technology, data, analytics, AI, change management, talent and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention.. The work:Design and deliver Finance, Risk, and Compliance data strategies and governance approaches that allow for new insights and executive decision-making and enable AI evolution.. 5+ years working in Finance, Risk and Regulatory Compliance with experience in one or more of the following:Data Strategy and Governance: Defining functional and enterprise data strategies, establishing and implementing data governance frameworks, aligning with regulatory expectations and industry leading practices.. Data Transparency: Mapping functional and technical movement and transformation of data throughout the data lifecycle, while capturing metadata, advising on tooling and Quality and Controls: Defining quality and control frameworks, implementing data controls, and establishing quality metrics.
We are seeking a highly organized and detail-oriented Junior Finance and Management Assistant to support our CFO and coordinate financial operations with our global headquarters.. Assist the CFO with financial reporting, data management, and internal documentation. Coordinate with the Korean headquarters to support consolidated financial reporting and ensure data accuracy. Manage day-to-day accounting operations including accounts payable, accounts receivable, and general ledger maintenance. Excellent communication and interpersonal skills, with the ability to liaise effectively with Korean-speaking leadership and overseas teams
And our tuition reimbursement program is the perfect springboard to help you get there!. Assist in the ERP implementation.. Qualifications Required as a Silvi Materials Leadership Development Program Trainee: In a typical work setting, people in this job: Valid Driver’s License Bachelor's degree with major in accounting, finance or similar field highly preferred.. Experience with an ERP implementation is a plus.. Experience with Microsoft Dynamics and Power BI is a plus.
Lead Workday enabled finance transformation of Suppliers, Banking and Expenses workstream(s) to design, configure, test, and deploy leading practice-based business processes. Bachelor's degree in a related field from an accredited college/university; advanced degree in finance, accounting, business information systems, CPA is a plus. Detailed understanding of ERP core System concepts including transactional lifecycles including but not limited to Record to Report, Procure to Pay, general module functionality, and relational module dependencies/ impact. Los Angeles County applicants: Material job duties for this position are listed above.. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Assist in developing and managing a risk-based process for vendor risk management, including assessment and treatment for risks that may result from partners, consultants, and other service providers.. Assist with managing the organization's Vendor Management program which may include conducting reviews of vendor due diligence materials, conducting vendor site inspections & evaluations, and assess risks presented by third party. Provides InfoSec risk guidance for projects, including the evaluation and recommendation of technical controls.. Enhance our existing information security management framework based on National Institute of Standards and Technology (NIST).. Liaison among the information security team and corporate compliance, audit, legal and HR management teams as required.
As a Senior Manager – Operations you will manage multiple priorities in a customer-centered environment.. Responsibilities Manages all aspects of the location(s) to include accurate on time order fulfillment and shipping, on time receiving, manage working capital (as relates to Operations) inventory and quality management systems.. Management responsibility of a location or locations that could include multiple warehouse management systems, multiple location oversight, and/or multifaceted customer value added services.. material handling equipment, wire cutting machines, racking systems, warehouse infrastructure).. Work with other support departments such as Accounts Payable, Accounts Receivable, Human Resources and Finance.
Perform general ledger tax account analysis and reconciliations. Ensure the integrity and maintenance of the global tax provision and income tax account reconciliation processes. Monitor changes in tax legislation as well as regulations and standards for income tax reporting in financial statements, assess the impact of these changes on the organization, and provide strategic planning and solutions. Perform research and develop positions for moderately complex income tax issues; clearly document and communicate findings, both orally and in writing. Review and/or prepare, where necessary uncertain tax positions and maintain statute timelines
& SummaryAt PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring.. Those in deal strategy at PwC will focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring.. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow.. Advising clients on optimizing their working capital (e.g., Accounts Receivable, Accounts Payable, Inventory, cash forecasting) to enhance financial performance and process effectiveness;. Implementing improvement programs/strategies within Order to Cash, Procure to Pay, and/or Inventory optimization;
Like us, you’re a high performer who’s an expert at your craft, constantly challenging the status quo.. You know that success hinges on commitment, that our differences make us stronger, and that the finish line is always sweeter when the whole team crosses together.. Join our team as a Senior Analyst – Anaplan Model Builder and Finance Systems and be the point person for building out the ever-expanding Anaplan ecosystem at Alteryx!. You will define and implement Anaplan best practices for data integration, model development, and reporting.. Additionally, this role is fully remote.
Are you a bold, strategic leader with a passion for driving financial and operational excellence - diving in and creating reports to analyze and share data in ways never delivered before you!. If you have a proven track record in financial planning, analysis, and operational modeling, and thrive in a collaborative, fast-paced environment, we want to hear from you!. Experience with multi-unit retailers and front line sales forces.. Our mission at David’s Bridal is to embrace the ideas of Diversity, Equity, and Inclusion.. Contact Human Resources at humanresources@dbi.com or 610.943.