- Merck & Co. (North Wales, PA)
- Job DescriptionReporting to the CFA Strategy and Operations Lead, the Customer Facing Application ( CFA ) Strategy and Operations Senior Specialist executes the ... as external providers to evolve our strategic customer engagement model.- The CFA senior specialist will directly contribute to the transformation to a… more
- Charles Schwab (Atlanta, GA)
- …120-day condition of employment for certified and current CFP(R) designation or CFA (R) designation holders, verified before hire) Active FINRA Series 66 license (May ... industry working directly with clients Preferred Qualifications: CFP or CFA Superior relationship management and client retention experience Polished interpersonal,… more
- Expand Energy Corporation (Oklahoma City, OK)
- …accredited university \- Accounting, Finance or related field Preferred: CPA or CFA ## **Experience** Minimum: 5 years related work experience Expand Energy takes ... **Nearest Major Market:** Oklahoma City **Nearest Secondary Market:** Oklahoma **Job Segment:** Compliance, Data Analyst, Law, CFA , CPA, Legal, Data, Finance more
- The Computer Merchant, LTD. (Quincy, MA)
- …Great teammate with a positive attitude Bachelor's Degree required, with a CFA /MBA or equivalent experience preferred Equal opportunity employer as to all protected ... groups, including protected veterans and individuals with disabilities * While an hourly range is posted for this position, an eventual hourly rate is determined by a comprehensive salary analysis which considers multiple factors including but not limited to:… more
- JMG Financial Group (Pewaukee, WI)
- …support team. Qualifications Required: CFP(R) designation (Certified Financial Planner) CFA (R) and/or CPA designations acceptable Extensive knowledge of finance, ... income taxes, investments, asset allocation and estate planning concepts Proficient in basic computer skills especially Microsoft Office Education: Bachelor's Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business Compensation:… more
- Civista Bank (Sandusky, OH)
- …Qualifications: Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred. 7+ years of experience in bank finance, treasury or ALM ... roles, with leadership experience. Strong knowledge of regulatory requirements (FDICIA, Basel III) and risk management practices. Proficiency in ALM models, FTP frameworks, and treasury systems; experience implementing advanced treasury technologies and FTP… more
- Charles Schwab (Roanoke, TX)
- …services industry working directly with clients highly preferred CFP or CFA preferred Superior relationship management and client retention experience Polished ... interpersonal, communication and presentation skills, attention to detail What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so… more
- Principal Financial Group (Chicago, IL)
- …issues relevant to the effective transaction of business + MBA and/or CFA designation **Salary Range Information** Salary ranges below reflect targeted base ... salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual… more
- Vaco (Los Angeles, CA)
- …of 3 years' experience recruiting for finance and accounting positions. + CPA, CFA , MBA or other professional designation a plus.?? + Previous experience in ... accounting, staffing, recruiting, or consulting highly preferred. **Travel Requirements:** Less than 5% (almost no travel) **Physical Demands:** The physical demands described are representative of those that must be met by an employee to successfully perform… more
- Vaco (Los Angeles, CA)
- …years of experience working in a Finance and Accounting staffing agency + CPA, CFA , MBA or other professional designation a plus. **Location:** Los Angeles (1-2x in ... office) **Travel Requirements:** Less than 5% (almost no travel) **Physical Demands:** The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this position: Frequent:… more
- Berkeley Research Group, LLC (Los Angeles, CA)
- …to manage multiple tasks, prioritize changing work demands and learn quickly; CFA , CPA (or equivalent), or technical/GAAP accounting expertise is a plus; Advanced ... in Microsoft Excel, PowerPoint, Word; and Willingness to travel as needed. Salary Range: $90,000 to $160,000 per year. PM22 About BRG BRG combines world-leading academic credentials with world-tested business expertise purpose-built for agility and… more
- Unknown (New London, CT)
- …and human resources. The client, Child and Family Agency of Southeastern CT ( CFA ), provides mental health, medical, and supportive services to the community. The COO ... will serve as a strategic adviser to the CEO, developing organizational systems and processes to support growth and sustainability. Responsibilities include overseeing day-to-day operations, managing vendor relationships, and ensuring compliance with… more
- SMBC (New York, NY)
- …finance. Undergraduate degree in Finance, Business Administration or related fields. MBA/ CFA or other professional qualification preferred. + Experience to handle ... individual accounts / deals is highly regarded. + Capability to take a standard corporate transaction from inception to approval, with some guidance and supervision where appropriate. + Ability to manage significant deal volume in a fast-paced environment and… more
- SMBC (Jersey City, NJ)
- …and liquidity management. + Bachelor's degree in Accounting, Finance, or equivalent; CPA, CFA , or FRM preferred. + Knowledge of US GAAP for financial instruments; ... experience with IFRS or JGAAP is a plus. + Proven leadership skills with ability to mentor and develop teams. **Additional Requirements** SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as… more
- Neuberger Berman (San Francisco, CA)
- …and PowerPoint + Progress towards additional accreditation is encouraged (eg CAIA, CFA , MBA) Not Sponsoring: Neuberger Berman is unable to offer visa sponsorship ... for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship \#LI-MW1 \#LI-Hybrid Compensation Details The salary range for this role in Illinois is $80,000-$90,000 and the salary range for… more
- SMBC (New York, NY)
- …Master's degree in Finance, Economics, or related field. + Certifications such as CFA , FRM, or Agile BA are a plus. **Additional Requirements** SMBC's employees ... participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates… more
- Principal Financial Group (Des Moines, IA)
- …Wireless and Wireline, Aerospace/Defense, and Diversified Manufacturing) + MBA and CFA designation + Strong abilities in the areas of communication (verbal ... and written), time management, analytics, financial modeling, and influencing + Must be collaborative, able to build strong relationships, manage expectations, attend to details, multi-task and prioritize successfully + Keen sense of curiosity and open-minded… more
- Wipfli LLP (Milwaukee, WI)
- …is especially valued + 5 years in management or leadership role + CPA, CFA or MBA + Strong financial modeling skills, including pro forma and deal scenario ... analysis. + Experience with integration of acquisitions into financial systems and reporting frameworks. + Proficiency with budgeting tools and ERP systems; Workday and Adaptive preferred. Skills & Abilities: + Ability to analyze data and recommend solutions +… more
- SMBC (New York, NY)
- …Undergraduate degree in Finance, Business Administration or related fields. MBA/ CFA or other professional qualification highly preferred. **Additional Requirements** ... SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location.… more
- Ally (Raleigh, NC)
- …developing and building teams required * Investment banking experience and/or CFA preferred * Demonstrate process and people leadership capabilities * Superior ... written and oral communication skills * Well-developed project management, analytical and judgment skills * Demonstrated ability to influence others, build consensus, and communicate effectively * Strong leadership ability and learning agility * Strong… more
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