Collecting information
Organizing data
The Senior Accountant, Financial Reporting & Analysis supports accounting operations and internal financial reporting through journal entries, reconciliations, variance analysis, recurring reporting, and budgeting support activities. Perform monthly variance analysis and provide clear, supportable e
Key Responsibilities Conduct ongoing client meetings and deliver comprehensive financial planning and investment recommendations Serve as the primary advisor for assigned Public Safety Division clients Manage and deepen existing client relationships through proactive engagement Develop new clien
RBC Wealth Management in Scottsdale seeks a Client Associate/Registered Client Associate to support financial advisors and clients. The role emphasizes client-first service, problem solving, and collaboration, with comprehensive training and development opportunities to grow within wealth management
Custom or Commercial underwriting experience Skills Analytical Thinking Financial Analysis Financial Forecasting and Modeling Profitability Analysis Attention to Detail Business Acumen Credit and Risk Assessment Underwriting Written Communications Collaboration Critical Thinking Portfol
The Skills You Bring Deep understanding of financial planning Positive, outgoing, empathetic, and intuitive Ability to proactively network and influence others Outstanding verbal and written communication and ability to explain complex topics in simplified terms Exhibit a proven ability to prioritiz
Primary Duties / Key Responsibilities Deliver comprehensive financial planning and advice across investments, retirement, tax, insurance, and estate considerations Serve as a primary planning partner to assigned clients in collaboration with a Lead Advisor Prepare, present, and update financial plan
Req ID: 77713 Location: Scottsdale -SCOTT Areas of Interest: Commercial Credit Underwriter; Business Banking Credit; Business Banking Underwriting; Commercial Analyst; Commercial Banking; Commercial Banking, Business Banking Pay Transparency Salary Range: Not Available Application Deadline: 05/0
Key Wealth Management seeks a detail-oriented Registered Client Associate to support financial advisors and branch operations. You will handle client interactions, data entry, and account management while cross-training on financial planning platforms. Responsibilities include opening new client acc
Capital Consultants Management Corporation is seeking a Senior Accountant to support corporate accounting and financial reporting. This role involves ensuring timely GAAP-compliant reporting, cash oversight, and debt service accounting. Ideal candidates will have a Bachelor's degree in accounting or
A financial services firm in Scottsdale, Arizona, is looking for a Senior Associate in their Financial Reporting Group. This role involves problem-solving, client interaction, and managing financial reporting processes for Fortune 500 clients. The position offers exposure to diverse tasks, including
Candidates should have a Bachelor's degree in Accounting or Finance and at least three years of experience in credit analysis. Business Banking Senior Credit Analyst in Phoenix, Arizona. The role involves producing complex credit analyses and supporting loan requests, while mentoring junior analysts
PNC is looking for a Financial Advisor based in Phoenix, AZ, providing personalized financial solutions and fostering strong client relationships. The role involves consulting on investment strategies, developing financial plans, and educating branch staff on investment opportunities.
A leading AI technology firm in the United States is looking for a Credit Research Analyst. Ideal candidates are detail-oriented with a strong background in financial analysis, and advanced degrees are preferred. You will focus on improving AI models by applying your finance expertise and providing
You will perform complex financial reporting, regulatory compliance, and investor communications while mentoring staff and driving process improvements. The Northern Trust Company in Tempe, AZ seeks a senior accounting professional to support private equity accounting on large projects and serve as
Preferred Skills Client Prospecting Client Relationship Building Credit Risk Analysis Customer Engagement Financial Analysis Financial Modeling Investment Banking Public Speaking Relationship Building Relationship Management Competencies Coaching Others Customer Experience Management C
The ideal candidate will have in-depth knowledge of ECOA, FCRA, GLBA, RESPA, TILA, HMDA, and related standards, with prior audit experience in financial services such as mortgage and lending. The role focuses on auditing internal controls and testing regulatory compliance to verify adherence to mort
Global Credit Union is seeking a business development professional in Scottsdale, Arizona to develop new business and service existing accounts in financial planning and investment services. The ideal candidate will have at least three years of experience in financial services sales, possess the req
OneAZ Credit Union seeks a Financial Advisor to deliver investment and planning services aligned with members’ goals.
This position will offer: Responsibilities The ability to service a book of business upon hire The ability to build a strong client base with the credit union’s exceptional referral system Several branch territories with significant deposit base, which includes current members who need an advisor