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OF POSITION A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would inc
Posted 1 month ago
Initiate payment templates in the banking platform Perform AR/ AP reconciliation against the bank statement. Complete the monthly bank reconciliation statement in the system Qualifications Minimum 7+ years of relevant work experience, including financial management responsibilities; supervisory experience desired BA/BS in Finance or Accounting required; Master's degree in
Posted 1 month ago
About the Position The Client Success Manager will engage with a portfolio of clients across North and Latin America to ensure they get the best value from FiscalNote Global Intelligence (FNGI) products and services. These services are primarily from the Dragonfly, FrontierView, and Oxford Analytica brands. The focus of the role is to drive product adoption and usage, and
Posted 5 days ago
Foods people love. Brands people trust. And a career that nourishes your future like no other. If you're driven by the passion to do something meaningful that changes lives, Nestle is the place for you. Nestle USA is one of seven operating companies that make up Nestle's presence in the United States. We're in 97% of American homes, and as the leading food and beverage co
Posted 12 days ago
Assist with audit remediation or audit readiness efforts by creating, documenting, measuring, enhancing, and improving financial management and accounting operations to ensure compliance with laws, regulations, and policy Perform a gap analysis of the As Is financial processes to the future state using project tools and document the gaps and risks identified Identify proc
Posted 1 month ago
About the Position Client Success Managers (CSMs) have a passion for assisting people in making the most effective and efficient use of SaaS products in their day to day. Technologically savvy and unafraid of online platforms, CSMs are "product evangelists" focused on encouraging and driving product adoption and usage, thus, streamlining our customers' day to day workflow
Posted 5 days ago
Ullico Investment Advisors, Inc., an SEC registered investment adviser with over $10 billion in assets under management, is actively recruiting an Investment Services Performance Analyst, for our Investment Services Department located in our Silver Spring, MD office. This person will support Investment Services operations by validating investor portfolio level positions r
Posted 1 month ago
With significant experience designing and implementing successful research efforts and implementing best practices in state policy and practice changes, the director leads teams of policy experts, researchers, and advocates to ensure the effective execution of Pew's state and local fiscal policy work. The director leads teams with a specific focus on long term liabilities
Posted 1 month ago
Ullico Investment Advisors, Inc., an SEC registered investment adviser with over $10 billion in assets under management, is actively recruiting an Investment Service Coordinator, for our Investment Services Department located in our Silver Spring, MD office. This person will support Investment Services’ client service and operations efforts by reviewing, approving a
Posted 1 month ago
Investment/Financial Analyst (CBP) Job Locations US DC Washington, DC Job ID 2024 11082 # of Openings 2 Category Finance Overview LMI seeks skilled Investment/Financial Analyst to support a CBP PMO in the National Capital Region. Join our team of collaborative self starters focused on delivering practical and efficient solutions to help our client keep U.S. borders safe a
Posted 6 days ago
Enterprise Housing Credit Investments is seeking an Investor Relations Analyst to support investor relationship management and assist with the placement, due diligence and closing of tax credit projects into its Low Income Housing Tax Credit (Housing Credit) investment funds. The ideal candidate will have strong organizational, interpersonal, and analytical skills, along
Posted 29 days ago
WilmerHale is a leading, full service international law firm with 1,000 lawyers located throughout 13 offices in the United States, Europe and Asia. Our lawyers work at the intersection of government, technology, and business and we have a steadfast commitment to quality and excellence in everything we do a commitment reflected in the continued success of our clients acro
Posted 1 month ago
Enterprise Housing Credit Investments is seeking a Director, Investor Relations to assist with the management of investor bid authorization and investment closing processes for low income housing tax credit (LIHTC) investments. Extensive knowledge of LIHTC along with strong real estate financial analysis and underwriting skills is required. Job Description Qualifications
Posted 29 days ago
BDO is seeking a Financial Management Subject Matter Expert (SME) to support financial management, planning, and analysis efforts for Intelligence Community (IC) Agencies. The individual in this position should have familiarity and experience with financial modeling, cost allocation, analysis of financial results, and budgeting. The ideal candidate would have a background
Posted 17 days ago
Support strategic planning, performance metric development and analysis, management reporting, annual budgeting, monthly forecasting and financial analyses for the company. Support the planning and monthly forecasting processes for business segments. Support preparation for investor communications including quarterly earnings calls. Support preparation of materials for co
Posted 23 days ago
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