- Robert Half Finance & Accounting (San Francisco, CA)
- Description If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Senior Accountant Location: San Francisco (Hybrid - 4 days onsite, 1 day ... wealth and strategize for their upcoming ventures. A growing wealth management entity, it has strong ties in the renowned tech-entrepreneurial region and… more
- HUB International (Chicago, IL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 17,000 employees in more ... acquisitions. **Summary:** We are seeking an experienced and strategic Senior Accountant to oversee the financial health...MBA or CPA preferred. + Proven experience in a senior financial management role within the consulting… more
- Tradeweb (New York, NY)
- …as-needed basis (eg pro forma financial schedules, monthly/quarterly reporting packages for senior management , other ad hoc financial analysis) + Responsible for ... Tradeweb is seeking a Senior SEC Reporting Staff Accountant to...fertility, egg freezing, adoption and surrogacy expenses. + **Building Wealth - 401(k) Savings Plan** : Employees are immediately… more
- Tradeweb (Jersey City, NJ)
- Tradeweb is seeking a Senior Accountant \Securities Brokerage to join our growing Finance & Accounting department. The ideal candidate will have extensive ... + Update securities related data + Daily revenue tracking for estimates and internal management queries + Prepare ad hoc requests from Dealerweb management team… more
- HUB International (Brentwood, TN)
- …business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion ... leading success in mergers and acquisitions. **POSITION SUMMARY** The SFC Integrations Senior Accountant is responsible primarily for transacting all integration… more
- DriveTime (Tempe, AZ)
- …for our customers. **That's Nice, But What's the Job?** In short, as a Senior Accountant , you will be responsible for understanding accounting concepts required ... presentation and completion of special projects. In long, our Senior Accountants are responsible for: + Key point of...in preparation and communication of various ad-hoc and routine management reports. + Research accounting guidance as needed and… more
- Plante Moran (Southfield, MI)
- Technical Accountant Senior Consultant + Location: United States, Michigan, Southfield Make your mark. Our management consulting team focuses on our clients' ... On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us… more
- Plante Moran (Southfield, MI)
- Senior Tax Accountant + Location: United...one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little ... deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …them manage their wealth and plan their next big venture. This fast-growing wealth management firm, with venture capital funds, is also gearing up to launch ... in financial services. + Strong expertise in fund accounting and operational management . + Proficiency in accounting software and custodial platforms like Addepar… more
- Robert Half Accountemps (Woodland Hills, CA)
- Description Robert Half is looking for a meticulous and detail-oriented Senior Accountant with a background working in a CPA firm. As a Sr. Accountant , you ... of success in public accounting. Reporting to the Manager or Partner, the Senior Accountant will lead client engagements, manage staff, and provide strategic… more
- HUB International (Chicago, IL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 17,000 employees in more ... industry leading success in mergers and acquisitions. **About the Position** The ** Senior Financial Analyst/ Accountant ** position reports to a Finance Manager… more
- Truist (Charlotte, NC)
- …Outlook, and other basic software products. Preferred Qualifications: + Certified Public Accountant , Certified Management Accountant , or Chartered Financial ... investment business cases, and potential divestiture or acquisition opportunities. Prepare management information and insights to guide decision making and evaluates… more
- Truist (Atlanta, GA)
- …a leadership representative for Truist Wealth * Engage and participate in senior Wealth leadership meetings and decisions, and offer strategic advice and ... and relationship management skills previously demonstrated in wealth management in the high net worth...and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant * Completion of established management development… more
- Truist (Houston, TX)
- …a leadership representative for Truist Wealth + Engage and participate in Senior Wealth leadership meetings and decisions, and offer strategic advice and ... sales, presentation and relationship management skills previously demonstrated in wealth management in the high-net-worth marketplace + Excellent written,… more
- M&T Bank (Buffalo, NY)
- …Participate in client meetings and sales pitches. + Contribute to the overall management of the department. + Understand and support resolution of complex trust tax ... risk on an ongoing basis. Identify risk-related issues needing escalation to management . + Promote an environment that supports diversity and reflects the M&T… more
- City National Bank (Los Angeles, CA)
- **MANAGER OF AUDIT II- WEALTH MANAGEMENT ** **WHAT IS THE OPPORTUNITY?** The Audit Manager II position is a leadership role as an auditor-in-charge to guide a ... performed, and effectively communicate audit results to the Audit Senior Manager/Director and senior management ...institutions and supervising staff. + CPA - Certified Public Accountant Or + CIA - Certified Internal Auditor Or… more
- University of Pennsylvania (Philadelphia, PA)
- … Senior Financial Analyst, Wharton Finance & Administration Job Profile Title Accountant /Financial Analyst Senior Job Description Summary Founded in 1881 as ... The Wharton School at the University of Pennsylvania is seeking a Senior Financial Analyst/ Accountant . This role will provide critical financial support… more
- IGT (TX)
- …solutions and architectures as well as cloud security principles + Certified Management Accountant (CMA) certification is highly desirable + Chartered Global ... Senior Business Analyst, SAP Finance Location: Reno, NV, US, 89521WY... Management Accountant (CGMA) certification is beneficial **Keys to Success**… more
- Wells Fargo (Irving, TX)
- …of law, rules and regulations regarding Financial Crimes that are integral to Wealth and Investment Management . + Understanding of the ever-evolving governance ... **About this role:** Wells Fargo is seeking a Senior Independent Testing Specialist in Financial Crimes Independent Testing & Validation (IT&V) group within the… more
- Wells Fargo (Minneapolis, MN)
- … Securities Operations Specialist as part of the Fiduciary Tax Services unit of Wealth and Investment Management Operations. Learn more about our career areas ... lines of business at wellsfargojobs.com . This tax technical Senior Specialist will support Fiduciary Tax Services as an...experience + 2+ years of Operational Risk and Control Management experience + Demonstrated knowledge of estate, gift, and… more