- Merck & Co. (Rahway, NJ)
- …management experience and/or a minimum of 2 years of experience in business analysis and/or executing strategic initiatives.Proficient in Microsoft 365 suite ... & Development pipeline governance processes, and annual Research & Development business planning cycles. We also own pipeline and project portfolio information… more
- Truliant Federal Credit Union (Greensboro, NC)
- …empowered and rewarded for all that they do. Purpose of the JobThe Financial Advisor serves the financial advisory needs of credit union members utilizing a holistic ... approach. The Financial Advisor helps members identify their financial goals and objectives,...their financial goals and objectives, uses financial planning and analysis to determine appropriate securities and/or insurance products to… more
- Merck & Co. (Orlando, FL)
- …individual opportunities and plan execution through customer segmentation, targeting and business analysis . Articulates the complexities of the HIV payer ... Team and plays a critical role in supporting our Company's customer centric business model. He/she is responsible for working with the Customer Team to understand… more
- WSFS Bank (Philadelphia, PA)
- …with approved security lists and investment parametersActively seeks to identify new business opportunities from existing client base, prospects, and centers of ... it's our mission and our purposeThe Bryn Mawr Capital Management Financial Advisor is responsible for working with individuals and institutions to formulate… more
- Merck & Co. (Rahway, NJ)
- …and deferred compensation plan.Responsibilities include forecasting, financial analysis , accounting, reporting, compliance, and funding.Primary Activities:Support ... and Skills:CPA preferredFamiliarity with accounting and financial statements preparationDemonstrated client facing experienceAudit experience is a plus NOTICE FOR… more
- Creative Financial Staffing (New York, NY)
- …conferences, networking events, and client meetings, to promote our client 's tax services and identify new business opportunities. Qualifications: Bachelor's ... Tax Manager Our client is looking to bring on a Tax...partnerships, and high-net-worth individuals. Conduct thorough tax research and analysis , staying up-to-date with the latest tax laws, regulations,… more
- EDI Staffing (Lynbrook, NY)
- …operational departments within the organization. This position functions in a trusted advisor role. This position will primarily support the Claims functional area ... scenarios, test data and understanding of outcomes. Provides in-depth analysis to resolve any potential issues prior to new...employees. Prepares and conducts internal training as well as client trainings via Go To Meeting or remotely. 20.… more
- Creative Financial Staffing (San Juan, PR)
- …our internal and external clients. The Finance team is comprised of Business Intelligence, Financial Planning and Analysis , Finance Systems, Finance Operations, ... and overseeing the regulatory and financial end-of-year audits. Act as a Trusted Advisor by building relationships across all business services teams to ensure… more
- PNC (Dallas, TX)
- …valued and have an opportunity to contribute to the company's success. As a Business Analysis Advisor within PNC's Midland organization, you will be ... and technology teams on business designs, problem solving and business analysis to support project goals and objectives. + Consults and recommends the… more
- The Cigna Group (Raleigh, NC)
- **Summary** The Client & Health Plan Trend Analytics Product organization within the Sales & Provider Analytics organization is entrusted with key business ... delivery with our partners in the Data & Analytics Engineering organization. The Business Analyst (BA) role is customer-focused, working as part of the Business… more
- H&R Block (Naperville, IL)
- **516868BR** **Title:** Lead Client Advisor -Small Business and Tax **What you'll do ** **:** Apply principles of accounting to analyze financial information ... market trends + Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business...use macros, pivot tables, and query **Posting Title:** Lead Client Advisor -Small Business and Tax… more
- H&R Block (Cincinnati, OH)
- **517569BR** **Title:** Lead Client Advisor -Small Business and Tax **What you'll do ** **:** Apply principles of accounting to analyze financial information ... market trends. + Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business...8 years Minimum related work experience **Posting Title:** Lead Client Advisor -Small Business and Tax… more
- H&R Block (Cupertino, CA)
- **516101BR** **Title:** Client Advisor -Small Business and Tax **What you'll do ** **:** Apply principles of accounting to analyze financial information and ... + 5 years Minimum related work experience **Posting Title:** Client Advisor - Small Business ...& Tax **Sponsored Job:** \#hrbjob #indeedkm **Job Family:** Financial Analysis **WOTC Eligibility Check:** Yes **Pay Range Minimum:** 62000… more
- S&P Global (MI)
- …concept design to sales, marketing and the aftermarket. **About the role** As the Client Advisor to our OEM partners, focused on sales and marketing success, ... provide differentiated value and strategic insights to clients. The Client Advisor organizes and analyzes data to...are leveraged to identify meaningful market trends and answer business critical questions. The Advisor is responsible… more
- Fifth Third Bank, NA (Ontario, CA)
- …through touch points (SWAT), strategic outreaches and TM relationship reviews. The Client Advisor has the foresight to communicate quickly and adapts ... Relationship and Operations. + Completes periodic document reviews through client triggered events or relationship analysis ; materials...viewing of a CRT screen. Some travel required TM Client Advisor I Total Base Pay Range… more
- Citigroup (New York, NY)
- …is responsible for all matters related to the learning and culture needs of the Client organization. The Learning Advisor will be required to develop an in-depth ... develop a thorough understanding of strategic direction of the Client organization which includes partnering with key business...analysis of gaps etc. + Works with key business stakeholders to assess needs and develop, manage, and… more
- TD Bank (Hartford, CT)
- …role. **Line of Business :** TD Wealth **Job Description:** The Private Client Investment Advisor partners with Relationship Manager to provide comprehensive ... investment needs + May act as primary point of contact for legacy client relationships (ie, Advisors legacy book of business ) + Contributes individually,… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Finance Manager to lead the Advisor Compensation Finance team for Client Relationship Group in Wealth & Investment ... Business , Accounting, or Economics + Relevant experience in financial analysis , financial modeling, business analytics, and budgeting + Experience in… more
- M&T Bank (Wilmington, DE)
- …relationship in a manner focused on high overall satisfaction and retention. Manage client relationships and ongoing needs analysis for UHNW customers with over ... fiduciary, family office services, etc. + Participate in Wealth Advisor -led new client prospecting activities to support...and comprising the top 5 - 10% of all client relationships within the business , with primary… more
- JPMorgan Chase (New York, NY)
- …sponsors and participants. As a Defined Contribution Investment Solution - National Account Client Advisor , you will be responsible for managing the firm's ... arrangements. The role will require you to work closely with the DCIS Advisor CA team to achieve team objectives, coordinate key coverage and deepen enterprise… more
