- Creative Financial Staffing (Westerville, OH)
- …Hold a Bachelor's degree in Finance, Accounting, Economics, or related fields. An MBA or CFA qualification is advantageous. Demonstrate a proven track record ... as a Financial Analyst, ideally in a senior capacity. Exhibit advanced expertise in financial modeling, data analysis, and financial reporting tools. Possess an in-depth understanding of accounting principles, financial regulations, and industry best… more
- WSFS Bank (Philadelphia, PA)
- …organization, eg, consultancy, accounting firm, estate planning firmAdvanced degree, either CFA or MBA , preferredSeries 65 required Thorough knowledge of ... investment and portfolio management theory, along with a fundamental knowledge of financial planning principlesMust have knowledge of fiduciary, tax, and other regulations impacting the investment management functionMust have knowledge, understanding, and… more
- Fidelity TalentSource LLC (Boston, MA)
- …channels and their specific client needs and competitor sets.Strong educational credentials: CFA , MBA or equivalent graduate degree preferred.Series 7 & 63 ... licenses (can be obtained while in role). The TeamFidelity Digital Asset Management [FDAM] is the investment platform offering digital asset products and services designed to meet the growing needs of Fidelity s retail customers and intermediary and… more
- Fidelity TalentSource LLC (Boston, MA)
- …a digestible manor to senior audiences with poise and confidence.Strong educational credentials: CFA , MBA or equivalent graduate degree preferred.Series 7 & 63 ... licenses (can be obtained while in role). The TeamFidelity Digital Asset Management [FDAM] is the investment platform offering digital asset products and services designed to meet the growing needs of Fidelity s retail customers and intermediary and… more
- Creative Financial Staffing (Elkhart, IN)
- …and risk management principles. Proficiency in using financial software and ERP systems. CPA, CFA , or MBA in Finance is highly desirable. Click here to apply ... This senior executive role requires strategic vision, strong leadership skills, and extensive experience in financial management. The CFO will be responsible for overseeing the financial operations, including financial planning, risk management,… more
- Reynolds Consumer Products Inc. (Lake Forest, IL)
- …at an executive level.Icing on the cake: Advanced Degree (EG. CPA, MBA , CFA , etc.).Exposure to CPG/Public Accounting and/or Manufacturing environment.Want to ... know more? Check out our website or connect with us on LinkedIn! Apply today to join a fast-growing innovative company! Not a good fit but know someone who is? Please refer them! Local candidates only, no relocation assistance available #LI-Hybrid more
- Fidelity TalentSource LLC (Boston, MA)
- …equity performance reporting and benchmarkingBachelor s Degree or equivalent experience required; MBA or CFA optionalExperience in or working with professionals ... in investment management and supporting functions The Skills You BringExperience with owning outcomes and driving solutionsStrong interpersonal and relationship building skills that enable you to engage cross-functionallySubject matter depth and operations… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …fixed income investment-related experienceUndergraduate degree required with progress toward MBA / CFA preferredDemonstrated interest in investing and capital ... marketsStrong analytical ability along with excellent communication skillsAbility to multi-task in a fast-paced environment with a constant focus on accuracyTeam player who is flexible, willing to pitch-in where needed, be familiar with front-to-back office… more
- Fidelity TalentSource LLC (Boston, MA)
- …2+ years investment industry experience or equivalentBachelor s Degree RequiredProgress towards MBA or CFA preferredYou have proven time management skills and ... are a hard worker.Your analytical skills and in-depth knowledge of investment statistics are one of your biggest strengths.You have outstanding communication skills both oral and writtenYou have strong organizational skills and an ability to juggle multiple… more
- Creative Financial Staffing (Miamisburg, OH)
- …Qualifications and Skills: Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or CFA qualification is a plus. Proven experience as a ... Financial Analyst, with experience in a senior role. Advanced proficiency in financial modeling, data analysis, and financial reporting tools. In-depth understanding of accounting principles, financial regulations, and industry best practices. Excellent… more
- Creative Financial Staffing (Apex, NC)
- …excel in this role, you'll need: BS, Finance, Accounting, Economics, or a related field. MBA or CFA is a plus. Excellent communication skills to convey complex ... financial information effectively. Ability to thrive in a fast-paced, dynamic environment. Why Join Us? Hybrid Position: Enjoy the best of both worlds with a flexible blend of remote and in-office work arrangements. Career Growth: Our client is committed to… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …Debt, BDC s and Direct Lending; liquid alternatives a plusBachelor s Degree required; MBA and/or CFA strongly desiredSeries 7 and 63 The TeamThe Investment ... Consultant Relations (CR) group sits within Fidelity Institutional, which is a business unit dedicated to the distribution of Fidelity s equity, fixed-income, alternatives, high-income and global asset allocation investment capabilities to institutional… more
- WSFS Bank (Wilmington, DE)
- …analysts and managersMinimum Qualifications: Bachelor's degree in Finance, Accounting or Economics; MBA /CPA/ CFA a plus but not required 10-15 years FP&A ... experience; 5-7 years of management experience, financial services preferredExcellent knowledge of Microsoft Excel, PowerPoint, and business modeling toolsProficient in Oracle GL and Oracle Smartview (Essbase/Hyperion) with prior experience working with… more
- Reynolds Consumer Products Inc. (Lake Forest, IL)
- …analyze, and resolve problems logically and systematically.Icing on the cake: MBA and/or Professional certification (CPA/ CFA ) + relevant experience.CPG and ... SAP experience.Want to know more? Check out our website or connect with us on LinkedIn! Apply today to join a fast-growing innovative company! Not a good fit but know someone who is? Please refer them! Local candidates only, no relocation assistance available… more
- Truist (Mclean, VA)
- …**Preferred Qualifications:** + Chartered Financial Analyst ( CFA ) certification [or progress towards CFA ] + MBA [or progress towards MBA ] + Additional ... Professional Designations such as CFP(R), CIMA, CAIA **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are… more
- Wellington (Needham, AL)
- …. Undergraduate degree in accounting or finance . Completion or progress towards a CPA, CFA , or MBA is strongly favored . 6-8+ years of experience from a ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
- Wellington (Chicago, IL)
- …degree with preference given to candidates with progress toward the CAIA designation, CFA designation, MBA or other graduate level degree. The candidate should ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
- Vaco (Columbus, OH)
- …3 years' experience in audit, tax, and/or public accounting highly preferred. + CPA, CFA , MBA or other professional designation a plus. **Technical Skills:** + ... Must have working knowledge of MS Office Suite + Experience with Bullhorn preferred. **Basic Skills:** + Able to work with a sense of urgency and meet tight deadlines; Organized, detailed, and results driven. **Travel** : <10% -Occasional travel to annual… more
- Vaco (San Antonio, TX)
- …tax, and/or public accounting or directly relevant experience highly preferred. + CPA, CFA , MBA or other professional designation a plus. + Previous experience ... in recruiting or business development a plus. **Location** **: In** **office.** Hybrid/Remote option may be considered with Management approval. **Travel Requirements:** Less than 5% (almost no travel) **Physical Demands:** The physical demands described are… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …cannot be applied * Required: Series 7 * Preferred: CAIA, CFP, CFA , or MBA **Job:** Business Development **Primary Location:** US-FL-St. Petersburg-Saint ... Petersburg **Organization** Private Client Group **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 25 % of the Time **Req ID:** 2401761 more
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