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$170k - $200k
...business‑line organizations. Experience with financial systems implementations and reporting automation strongly preferred. CPA, MBA, or CFA preferred but not required. Advanced Excel required; experience with Workday, Power BI, or similar planning/reporting platforms is a...SuggestedWork at office- ...relationships, and drive process improvements. The ideal candidate will have a Master's degree, additional certifications such as CMA or CFA, and significant experience in M&A, ERP systems, and financial transformation. Executive leadership training and experience in...Suggested
- ...Bachelor’s degree in Finance, Business, Economics, or a related field required; advanced degree or professional certifications (e.g., CFA, CFP) preferred. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and...SuggestedFlexible hours
- ...equivalent financial services/business experience. Graduate Degree such as MBA or JD. Holds appropriate credentials such as CPA, CFP and/or CFA designation. Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Shift: 1st shift (United...SuggestedWork experience placementWork at officeShift workDay shift
- ...financial solutions. The ideal candidate has a strong background in banking, excellent negotiation skills, and over 5 years of relevant experience. This position offers an opportunity for professional growth and a flexible work environment. #J-18808-Ljbffr CFA InstituteSuggestedFlexible hours
- ...investment decision-making and a strong understanding of fiduciary standards required, this role offers the opportunity to lead and mentor associates. A Bachelor's degree in a relevant field is preferred, along with credentials like CPA or CFA. #J-18808-Ljbffr Bank of AmericaSuggested
- ...(journal entries as needed) Qualifications Education & Experience Bachelor’s degree in finance, Accounting, or related field (MBA/CFA preferred) 3+ years in FP&A, corporate finance, or similar analytical role Technical Skills Advanced Excel; experience with Oracle...SuggestedLive in
- ...and at least 3 years immediately prior to IAR registration as any of one of the following: Registered rep of full service brokerage; CFA, CFP or CPA; Securities Portfolio Manager CFP Achieved or willing to pursue designation Technical knowledge of all aspects of comprehensive...SuggestedWork at officeImmediate start
- ...years of treasury, finance, or related experience Education: Bachelor’s degree in Finance, Accounting, or related field MBA, CFA, or CTP certification preferred Experience in cash management, liquidity planning, and global banking operations Knowledge of debt...SuggestedOngoing contractFull timeTemporary workWork at office
- ...traded company or Big 4/public accounting background ~ Exposure to treasury functions, capital markets, or balance-sheet–heavy businesses ~ Familiarity with digital assets, crypto accounting, or financial instruments ~ CPA, CFA, or progress toward certification...Suggested
$80k - $100k
...the levers for increasing or reducing taxes ~ An understanding of financial markets and a relentless drive to learn more ~ CFP, CFA, CPA, or similar designations or progress towards these designations are a plus Compensation: ~$80,000 -100,000 base salary...Suggested- ...providing portfolio recommendations to clients or in-depth financial or market analysis. ~ Professional certification as a Chartered Financial Analyst (CFA), CFP or a similar qualification. Compensation Package Salary, bonus, health and retirement benefits....SuggestedPermanent employment
Suncap Technology
Boca Raton, FL4 days ago - ...years of related investment management / analytical experience Bachelor’s degree in Finance, Economics, Accounting or a related field CFA or CAIA designation, or progress toward completion, is preferred but not required Strong quantitative analytical skills Familiarity...SuggestedLocal area
- ...financial analysis and operational reporting Qualifications • Bachelor’s degree in Accounting, Finance, or related field (CPA or CFA preferred) • 5+ years of experience in accounting, financial analysis, or assistant controller-level roles • Experience within...SuggestedWork at office
$150k - $350k
...remarkable service. What Will Set You Apart: Candidates must have a four-year degree Required professional designation: CFP®, CPA, CFA, or JD. Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within...SuggestedFull timeSummer workWork at officeLocal areaImmediate startRemote workFlexible hours- ...and FOS MD meetings. QUALIFICATIONS # BS/BA degree in finance, accounting, economics or related field required # MBA and / or CFA designation preferred # Minimum of ten years of investment experience, with substantial experience in alternative investments and...
- ...effectively. A strategic advisor mindset with problem-solving passion. Independent decision-making and business ownership mentality. CFA or CFP designation preferred. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of...
- ...insurance processes Exposure to VPPA structuring, hedge analysis, or merchant risk assessment for renewable energy assets MBA, CFA, or CPA (or in progress) Familiarity with PVSyst, WoodMac, LevelTen, Ascend Analytics, or similar tools Experience with bank-provided...Full timeTemporary work
- ...the client experience and works tirelessly on the client’s behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who...Temporary workWork experience placementLocal area
- ...Background in a wirehouse, independent broker-dealer, bank, or RIA environment ~ Financial planning experience preferred ~ CFP®, CFA, or other professional designations preferred ~ Bachelor’s degree in Finance, Business, Economics or related field preferred ~ Key...
- ...treasury topics are relevant. Qualifications: ~ Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CPA, CFA, or CTP strongly preferred. ~10+ years of progressive experience in corporate treasury, investment or corporate banking, corporate...Permanent employmentFull timeTemporary workPart timeWorldwide
- ...Bachelor’s degree in Accounting or Finance required; graduate degree preferred. ~ CPA designation required; other credentials (e.g., CIA, CFA) a plus. ~8+ years of progressive accounting experience, including 3+ years as a Controller or in a senior leadership role. ~...Remote work
- ...leadership role on the team and within the business community Desired Qualifications: MBA or Post-Graduate Degree CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills: Business Development Client Management Client Solutions Advisory...Work at officeShift workDay shift
$110k - $350k
...Firm’s service offerings. To be considered for this position, candidates must: Possess a professional designation (CPA, ABV, CVA, CFA, ASA preferred, or other relevant credentials based on experience). Have exceptional interpersonal skills, attention to detail and...Work at office$225k - $275k
...change‑leadership capability, with adaptability to lead through transformation and align enterprise teams. Bachelor’s degree required; CFA and/or CIPM preferred. Compensation & Benefits Base salary range of $225,000 – $275,000, depending on experience, plus discretionary...Local areaFranklin Templeton Investments
Fort Lauderdale, FL1 day ago$190.8k - $318k
..., National or large Regional CPA firm experience preferred) ~ Advanced Degree or relevant professional certification such as CPA or CFA preferred ~ Strong GAAP, data analysis/mining and critical thinking skills ~ Experience working with Private Equity groups preferred...Work experience placementLocal areaRemote workCherry Bekaert
Lauderdale Lakes, FL3 days ago$225k - $275k
...to lead through transformation, align teams, and drive enterprise-wide adoption in a dynamic environment. Bachelor's degree required; CFA and/or CIPM preferred. Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-...Local areaFlexible hoursFranklin Templeton
Fort Lauderdale, FL6 days ago- ...Experience with QuickBooks, NetSuite, or similar accounting platforms ~ Sports or entertainment industry background preferred ~ CPA or CFA candidacy a plus (not required) WHAT WE'RE REALLY LOOKING FOR Beyond the credentials, we want someone who moves fast,...Full time
AEG Presents
Fort Lauderdale, FL3 days ago $165k - $200k
...Excellent writing, speaking, and presentation skills - Ability to make critical decisions independently - Professional designation such as CFA or CFP is preferred**Location**The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per weekU.S. Bank
Fort Lauderdale, FL2 days ago- ...skills and demonstrated ability to work with a team. Preferred Qualifications: Advance degree or related industry designation (CFA, CFP, etc). Knowledge of relevant legal, regulatory and compliance issues. Solid legal and loan structuring fundamentals....
SunTrust Investment Services, Inc.
Fort Lauderdale, FL6 days ago
