- Vanguard (Malvern, PA)
- …discusses appropriate savings or spending strategies, and provides additional financial planning solutions such as retirement and wealth-building strategies. + ... investment approach. + Develops a comprehensive understanding of client financial situations through consultative conversations and uncovering key information. +… more
- JPMorgan Chase (Wilmington, DE)
- …senior management reporting and assist with process improvements & automation. As a Senior Associate in the Digital Finance and Business Management team, you ... Finance & Business Management team and help provide financial control, forecasting and budgeting, strategic analysis, ...capabilities. In this role, you will be the trusted advisor to the line of business Chief Financial… more
- Capital One (Wilmington, DE)
- Consumer Credit Review Senior Manager The Consumer Credit Review Senior Manager is responsible for executing independent, risk-based assurance reviews within ... strategies and practices, effectiveness of policy implementation and risk governance. The Senior Manager will also contribute towards the execution of the annual… more
- Wipfli LLP (Radnor, PA)
- …attendance. Responsibilities Responsibilities: + Communicate with client and firm associate requests in a timely, accurate, positive and professional manner ... in continuing professional education programs + Serve as a trusted business advisor for clients and associates + Proactively identify improvement opportunities in… more
- Wipfli LLP (Radnor, PA)
- …organization, and leads the technical accounting team to support accurate and compliant financial reporting. This role serves as a strategic partner to senior ... of new GAAP accounting standards. + Provide authoritative guidance on the financial impact of accounting developments and complex transactions. + Review and approve… more
- Travelers Insurance Company (Blue Bell, PA)
- …to business partners. Influence and communicate strategic portfolio recommendations to senior leaders at the Enterprise level. + Successful execution and completion ... of assigned strategic initiatives, the position will be an advisor and at times lead on many Enterprise initiatives....a regular basis with staff, peers, business partners, and senior leaders. + Skilled at tailoring communication of analysis,… more