The Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards long term financial goals. Other responsibilities include Meeting with clients to discuss their financial goals and current financial position Building and maintaining relationships with clients Cross selling bank products and

The Financial Reporting Supervisor will be responsible for running the day to day activities of the financial reporting department. This position is responsible for internal and external reporting and will supervise two staff members. This individual is expected to have strong technical accounting skills, the ability to present and communicate with the executive team and

Your love for customer service and cross selling with an ability to network and build relationships will take you far. You're constantly taking a deeper dive, researching, dissecting, investigating, and asking the right questions to offer the right products and services. The ability to write and speak well is critical. Excellent business acumen and professionalism are wha

Crowe has expanded its service offerings and we are hiring for our Financial Institutions Tax Services team as a result.Our Financial Institutions practice delivers tax solutions to a variety of clients in the banking, fintech, and digital currency space. We are adding talented team members to our 70+ department with corporate tax and ASC 740 (income tax provision) experi

Own Your Career We deliver unparalleled opportunities to drive your career advancement and we have a rewarding employee culture to support it. Now is the time to truly own your career and deliver real value to some of the world's most valuable Fortune 100 brands, growth companies transforming their industries, and mid market firms that need help navigating the defining mo

"I can succeed as an Internal Wealth Generalist at Capital Group." As one of our Internal Wealth Generalists, you'll play a critical role in providing sales support to our Wealth Management business units and completing sales activities, with a variety of stakeholders including financial advisors. In addition to sales and support activities, you will also continue to deve

Provide relevant and accurate analytical review of the Group data and key performance metrics Lead yearly budget process under the direction of CFO and coordinate process with different Finance leads Support CFO in M&A activities, include financial modelling, due diligence, data analysis, etc. Preparation of monthly variance analysis, including commentary, variance analys

Provide FP&A and strategy support for CFO, lead critical enterprise wide initiatives. Responsible for Financial modeling, analysis & reports. Run point for tasks including Design, develop, maintain & improve financial modeling reports and statements; and Capital calcs, debt service & covenant analysis (incl produce financial packages), and cash flow projections. Lead & su

Seeking a highly motivated and analytical individual to join our Finance team as Financial Planning & Analysis (FP&A) Analyst. Excellent opportunity to work cross functionally with various departments to provide actionable insights and recommendations. Demonstrates analytical and strategic thinking skills to evaluate data and promotes operational excellence. Using data dr

Elastic is a free and open search company that powers enterprise search, observability, and security solutions built on one technology stack that can be deployed anywhere. From finding documents to monitoring infrastructure to hunting for threats, Elastic makes data usable in real time and at scale. Thousands of organizations worldwide, including Barclays, Cisco, eBay, Fa

Financial Reporting Manager Job details Posted 22 April 2024 Location Irving, TX Job type Permanent Reference 915418 Job description Job Duties include Oversees monthly consolidation process and works with US and international accounting teams to review subsidiary financial statements for accuracy. Prepares monthly financial reporting packages for senior management Manage

Crowe has expanded its service offerings and we are hiring for our Financial Institutions Tax Services team as a result.Our Financial Institutions practice delivers tax solutions to a variety of clients in the banking, fintech, and digital currency space. We are adding talented team members to our 70+ department with corporate tax and ASC 740 (income tax provision) experi

Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one on one with clien

Overview Carrollton Springs Financial Counselor Carrollton Springs is a 78 bed behavioral hospital located in Carrollton, TX. The hospital offers inpatient and outpatient mental health and addiction treatment to adults, adolescents and their families. At Carrollton Springs we are dedicated to Changing People's Lives. The Financial Counseling Team is devoted to providing e

Leadsand manages a department responsible for monthly financial consolidations and quarterly and annual SEC financial reporting, including the review and preparation of Forms 10 K and 10 Q. Partners with other finance and accounting functions to ensure success of the organization in establishing and maintaining an effective internal control environment compliant with the