This position is responsible for providing investment solutions to individuals and businesses, managing client goals and objectives and maintaining client relationships. The Senior Financial Consultant position actively partners with Atlantic Union Bank branches. Position Accountabilities Counsel customers on investment related topics including retirement planning, tax pl

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

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer Success Job Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaz

Support the objectives of the FM Business Solutions Office (FMZ) to create, plan, and implement solutions for the improved processing, analysis, collection, organization, storage, management, retrieval, and use of financial data from across the enterprise. Serves as a member of team that Supports the Financial Management Directorate and FM Business Solutions Office (FMZ).

As a Financial Advisor at Apple Federal Credit Union, you will play a crucial role in assisting clients with achieving their financial goals and securing their financial futures. This position offers an exciting income opportunity, a supportive work culture, and ample room for professional development. Responsibilities Identify and evaluate members' financial needs, objec

This position is responsible for providing investment solutions to individuals and businesses, managing client goals and objectives and maintaining client relationships. The Senior Financial Consultant position actively partners with Atlantic Union Bank branches. Position Accountabilities Counsel customers on investment related topics including retirement planning, tax pl

This role can sit in Norfolk or Roanoke The Client Associate II provides administrative support to the Trust Advisors and/or the Client Advisors within Wealth Management. Position Accountabilities Serve as primary contact for clients. Handles or refers client questions and complaints to the appropriate advisor. Performs account administration duties as assigned by the Tru

This role can sit in Norfolk or Roanoke The Client Associate II provides administrative support to the Trust Advisors and/or the Client Advisors within Wealth Management. Position Accountabilities Serve as primary contact for clients. Handles or refers client questions and complaints to the appropriate advisor. Performs account administration duties as assigned by the Tru

Dexis is a professional services firm that solves the most pressing social challenges in complex environments, paving the way for a more secure and prosperous world. Dexis embraces diversity, equity, and inclusion and strives to build and maintain a safe environment where we celebrate diverse backgrounds, treat everyone with respect, and value the unique lived experiences

The Sr. Director of Financial Planning and Analysis is the financial business partner to a set of Business Unit Presidents. The Sr. Director is responsible for interpreting and communicating monthly financial results, providing analysis to help identify root causes and opportunities, performing analysis to evaluate scenarios and set direction, and to lead the budgeting an

BE collaborative. BE a team player. BE the expert . Be all that and more at Colliers International. Join our team as a Financial Analyst in Washington, DC. Who you are You are great with numbers AND people. As a trusted and reliable member of our team, you bring a positive, customer service approach that benefits our clients and everyone you work with. You love diving dee

Provide daily direction to the business line managers and channel management as a valued Finance partner in establishing strategy and running daily operations. Evaluate financial and business related data to provide valuable, accurate and timely information on sales performance. Analyze key performance indicators, highlighting trends and analyzing causes of unexpected var

Want to make a difference? Join an organization that has been transforming lives for over 40 years! Prison Fellowship trains and inspires churches and communities inside and outside of prison to support the restoration of those affected by incarceration. We equip correctional leaders, volunteers, and incarcerated men and women to make prisons more rehabilitative places; w

The Wealth Advisor is a registered representative responsible for client acquisition, growth and servicing by providing a balanced combination of professional investment management and personalized financial advice. The Wealth Advisor shares the organization's commitment to understand, care for, and guide financial decisions involving asset management, planning, tax minim

Strategic Planning Lead Job ID 2022 4934 # of Openings 1 Job Location US DC Washington Category Strategic Communications Position Overview kglobal is a full service agency that helps clients communicate better. As a result, our commercial and federal clients build awareness, increase market share, influence policy, and protect their brands. This position will support a fe