to existing clients, marketing new products, securing new clients and focusing on the corporation's segmentation strategy..., investments, insurance, financial planning, and trust and fiduciary services. Commits to an ongoing development and business plan...
to existing clients, marketing new products, securing new clients and focusing on the corporation's segmentation strategy..., investments, insurance, financial planning, and trust and fiduciary services. Commits to an ongoing development and business plan...
and reporting, scenario development and risk capture analysis, and assessments of models and other tools used for financial...) Proficiency with data analysis tools (e.g., Alteryx, Tableau, PowerBI) MBA or Chartered Financial Analyst (CFA) designations...
creation initiatives. 4. Support development of recurring forecasts and the annual financial plan. 5. Operate with moderate... software products. Preferred Qualifications: 1. Certified Public Accountant, Certified Management Accountant, or Chartered...
and reasonableness, including entries for month-end close, forecast updates, and Plan development. 9. Update and automate retrieval.... Preferred Qualifications: 1. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst. 2...