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FieldCore
- Atlanta, GA / Suwanee, GA
The FP&A Analyst II will serve the needs of internal customers (Segment Leadership/Regional teams) by providing timely and accurate data / reporting and partnering in driving profitability for the company. The FP&A Analyst II will facilitate proactive communication to and from our internal customers to maintain the most current levels of information and reporting. You may be assigned other
Posted 25 days ago
Job Summary Works with Financial Planner(s) to understand client objectives and goals. Prepares, enters and analyzes data provided by clients to prepare new financial plans, updates for meetings or responses to client requests. Analyses may involve retirement, estate, insurance/survivor, education, tax and retirement projections or portfolio planning. Job Duties and Responsibilities Works in a tea
Posted Today
Tax Senior Consultant, State & Local Tax Sign on bonus offered for those that are Hired by 10/31/2021 Requisition ID 2021 8447 Practice Tax Location US GA Atlanta Responsibilities DHG is growing and our clients need your expertise! Given the demand of talent, we are offering an additional sign on bonus to those who are Hired by 10/31/2021. Prepare tax returns involving complex issues and with a co
Posted Today
Dixon Hughes Goodman, LLP
- Tysons, VA / Charlotte, NC / Atlanta, GA
Global Mobility Senior Consultant Requisition ID 2021 8527 Practice Tax Location US VA Tysons Additional Locations US Remote | US VA Tysons | US GA Atlanta | US NC Charlotte Responsibilities Review of business, individual and fiduciary tax returns Preparation of complex tax returns, forms and tax planning Project management of on going projects Strong skills in research and writing Coordinates wit
Posted Today
Sales Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Brokerage, Loans, Deposits, Insurance, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify opportunities with ne
Posted 1 day ago
Ameris Bank
- Berkeley Lake, GA
Assess and determine client's investment goals, presents proposals, and closes managed investment solutions. Follow a fiduciary standard with all clients, always doing what is in the client's best interest. Develop Affluent and HNW client relationships through targeted prospecting, external networking and internal referrals. Build a book of business achieving growth targets by meeting client's inv
Posted Today
WHAT YOU'LL DO As a member of the North America Regional Finance Shared Services team, the Finance Assistant will be very involved with the Future Finance innovation process for 26 BCG offices in North America including the key areas of financial management, project management, client contract management, and revenue and cash management. This role will also participate in special projects, analysi
Posted Today
WHAT YOU'LL DO Process and deliver financial transaction services to North America Regional finance teams, as part of a growing Shared Services team. This position is for a highly motivated, analytical, self starting individual. The focus of this role will be primarily in the areas of Time and Billing maintenance (BCG's proprietary revenue and client billing system) BCG's Infor time and expense to
Posted Today
WHAT YOU'LL DO Process and deliver financial transaction services to North America Regional finance teams, as part of a growing Shared Services team. This position is for a highly motivated, analytical, self starting individual. The focus of this role will be primarily in the areas of Time and Billing maintenance (BCG's proprietary revenue and client billing system) BCG's Infor time and expense to
Posted Today
WHAT YOU'LL DO This position supports the NAMR Accounting department to maintain processes and controls to ensure accurate processing of Expense Reports. As a member of the NAMR Shared Services team, you will participate in the delivery of reliable auditing services to support the business needs. This position is for a highly motivated, analytical, self starting individual with working knowledge o
Posted Today
We are currently seeking an accomplished, director level wealth advisor to work with high net worth clients of our firm. Overview Builds relationships with largest, most sophisticated clients to develop, implement, and monitor long term wealth planning Unique opportunity to build a practice supported by a thriving tax practice The candidate will be serving clients in Nashville, TN, Birmingham, AL,
Posted 1 day ago
Looking for an internship where you can use your business administration, finance, accounting, economics or related degree to get your career started? As a 2022 Veritiv Summer Intern, you will get on the job training, mentoring, and real world experience in your field. Veritiv employees are well trained and able to access vast professional resources to develop their careers. It's a great place to
Posted Today
Job Summary Supports Treasury Management Sales Officers (TMSO) with revenue generating and client retention activities. Works closely with TMSO in the development of proposals and sales presentations. Participates in pre and post sale activities including coordination of pre call plan and call debrief sessions as requested. May have direct responsibility across a certain portion of a TMSOs portfol
Posted Today
Ascensus
- Anchorage, AK / Birmingham, AL / Little Rock, AR / 52 more...
Serve as a resource to plan sponsors and financial advisors for matters related to defined benefit and defined contribution ERISA compliance, plan design and governmental reporting. Use experience and knowledge to serve as a resource to internal associates. This position serves as the retirement plan expert on DC and DB plans on testing, 5500, loans and distributions and understands plan design an
Posted 1 day ago
Ascensus
- Anchorage, AK / Birmingham, AL / Little Rock, AR / 52 more...
Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert
Posted 1 day ago
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