Total 864 Manager financial planner job vacancies in The United States of America

Jobscope:

• Own ultimate responsibility for successfully meeting or exceeding sales goals
• Work collaboratively with the sales team to assess current projections
• Collaborate with marketing team to creatively reach more potential customers
• Work in a hands-on fashion, building the team—provide motivation and inspiration.
• Cultivate and deepen client relationships and partnerships that add value
• Building the team—provide motivation and inspiration
• Continually assess our marketing techniques and their efficacy in affecting sales.

Requirement:

• Exceptional communication and presentation skills
• Driven and committed to success while maintaining integrity
• Solid computer skills and awareness of web-based marketing and social media
• Able to be persuasive and procure buy-in from upper management
• Evidence of ability to innovate and implement change successfully
• Transformative approach to leadership that inspires and empowers others

kindly send your resume to Jasmine +65 91162788

https://t.me/fastrecruitmentsg

Add this telegram group for more details of Work.

Jobscope:

• Own ultimate responsibility for successfully meeting or exceeding sales goals
• Work collaboratively with the sales team to assess current projections
• Collaborate with marketing team to creatively reach more potential customers
• Work in a hands-on fashion, building the team—provide motivation and inspiration.
• Cultivate and deepen client relationships and partnerships that add value
• Building the team—provide motivation and inspiration
• Continually assess our marketing techniques and their efficacy in affecting sales.

Requirement:

• Exceptional communication and presentation skills
• Driven and committed to success while maintaining integrity
• Solid computer skills and awareness of web-based marketing and social media
• Able to be persuasive and procure buy-in from upper management
• Evidence of ability to innovate and implement change successfully
• Transformative approach to leadership that inspires and empowers others

kindly send your resume to Jasmine +65 91162788

https://t.me/fastrecruitmentsg

Add this telegram group for more details of Work.

Jobscope:

• Own ultimate responsibility for successfully meeting or exceeding sales goals
• Work collaboratively with the sales team to assess current projections
• Collaborate with marketing team to creatively reach more potential customers
• Work in a hands-on fashion, building the team—provide motivation and inspiration.
• Cultivate and deepen client relationships and partnerships that add value
• Building the team—provide motivation and inspiration
• Continually assess our marketing techniques and their efficacy in affecting sales.

Requirement:

• Exceptional communication and presentation skills
• Driven and committed to success while maintaining integrity
• Solid computer skills and awareness of web-based marketing and social media
• Able to be persuasive and procure buy-in from upper management
• Evidence of ability to innovate and implement change successfully
• Transformative approach to leadership that inspires and empowers others

kindly send your resume to Jasmine +65 91162788

https://t.me/fastrecruitmentsg

Add this telegram group for more details of Work.

Jobscope:

• Own ultimate responsibility for successfully meeting or exceeding sales goals
• Work collaboratively with the sales team to assess current projections
• Collaborate with marketing team to creatively reach more potential customers
• Work in a hands-on fashion, building the team—provide motivation and inspiration.
• Cultivate and deepen client relationships and partnerships that add value
• Building the team—provide motivation and inspiration
• Continually assess our marketing techniques and their efficacy in affecting sales.

Requirement:

• Exceptional communication and presentation skills
• Driven and committed to success while maintaining integrity
• Solid computer skills and awareness of web-based marketing and social media
• Able to be persuasive and procure buy-in from upper management
• Evidence of ability to innovate and implement change successfully
• Transformative approach to leadership that inspires and empowers others

kindly send your resume to Jasmine +65 91162788

https://t.me/fastrecruitmentsg

Add this telegram group for more details of Work.

Annual Accounts Operational lead on the production of the ICBs accounts in accordance with the timetables and deadlines set by NHS England. Set internal timetables and plans to meet the accounts deadlines and ensure everyone involved in the process understands their role in the process. This will include staff within other finance teams and officers outside of the organisation. Liaise closely with the Corporate Services Team in the production of the Accountability Report of the Annual Report and ensure consistency of financial information contained within it. Oversee the Agreement of Balances process. Operational lead for liaising with the ICBs appointed external auditors on their audit of the accounts, ensuring all required information is provided and any queries dealt with in a timely and accurate manner. Communication with external auditors to seek agreement on all accounting and financial governance matters. Responsible for the provision of information to support the external auditors in their review of the annual accounts. Ensure that all audit recommendations are implemented and complied with within the agreed timescales. Financial Services Leading and managing the team delivering the financial services elements of the ICB: Purchase to Pay, Order to Cash and Accounting to Reporting. Overseeing Purchase to Pay (P2P) and eProcurement function providing a comprehensive efficient service that includes raising electronic requisitions, the generation and despatch of purchase orders and invoice payment. Leading the team responsible for cash management and accounts receivable/debt management. Continuously improve the financial systems and processes to ensure good governance, stewardship, controls and cost-effective use of resources at all times. Other Financial Accounting Provide specialist and expert advice, in conjunction with external advisers, on VAT matters and ensure accurate and timely completion of VAT returns. Assist HMRC on queries relating to VAT or payment of PAYE/NI as required and provide support during any inspection visits. Advise on off-payroll arrangements and any processes required to meet HMRC or Treasury requirements. Ensure the Balance Sheet is being monitored monthly and that all required reconciliations are being carried out and reviewed in accordance with Financial Control Procedures. Review Financial Control Procedures for all areas within the remit of this post and update as required. Review processes, and implement improvements where necessary, to increase the efficiency of producing financial accounting information and provide increased business intelligence to users of the information. This will include making best use of Qlik or other reporting tools as necessary. Assist in the production of monthly monitoring returns for submission to NHS England. Participate in ISFE Oracle User Groups and provide expert advice as required. Provide advice on the application and interpretation of Accounting Standards and their potential or actual financial impact on the Health Board. Liaise with internal audit on all reviews relevant to the duties of this post and ensure agreed recommendations are implemented. Reporting Assist in production of regular, and ad-hoc, ICB and ICS returns. Production of the ICBs statutory annual accounts in accordance with national NHS guidelines and preparation of robust supporting documentation. To be responsible for the production and maintenance of the Register of Losses and Compensations in line with NHSE guidance and Trust procedures and preparing reports for Audit Committee. Oversee the input and manipulation of financial databases and spreadsheets, where concentration, speed and accuracy are necessary, including monthly statistics for debtors and creditors to feed the month end and Board reports. Oversee the reporting of the ICBs corporate/running costs. To include forecasting/modelling scenarios and associated financial risks. Counter Fraud Work with the ICBs Local Counter Fraud Service to support and promote fraud prevention work across the ICB. Promoting and embedding an awareness of fraud, bribery and corruption across the organisation Staff Management Line manager for staff, including the management of leave and sickness in accordance with ICB policies and procedures. Setting objectives and monitoring how those objectives are being met. Responsible for performance management of staff, including undertaking appraisals in accordance with ICB policy, ensuring the staff have up to date development plans and that such plans are actioned appropriately. Provide leadership and guidance to staff where necessary for the performance of their roles. Ensure that staff are working to core competencies, including those associated with mandatory training, which are regularly assessed and appropriate to the service. Ensure all appropriate Health and Safety requirements are observed within the team, particularly those relating to ergonomics given the extensive use of computer equipment required to perform their duties. Support the head of department to manage, build and improve the capability and capacity of the finance team. Plan the workload for own team of staff, considering priorities, capacity and ability. Support cover arrangements for finance team peers during periods of leave. Ad-Hoc Deputise for the Head of Operational Finance, when required, on relevant aspects including preparation of reports and preparation of the ICBs financial information as required. Undertake other work commensurate with the level and seniority of the post. Adhere to the finance team values and guiding principles, demonstrated through positive behaviours.

Responsibilities

• Provide market and business insights and support business on financial modelling for business proposal or decision making
• Analyse monthly financial results and business drivers and provde supporting commentary on the variances between actual and budget/forecast
• Manage the annual budgeting process and analyse economic indicators and market trends to prepare forecasts
• Partner the business units to formulate key strategies and recommendations to drive growth and profitability
• Prepare adhoc presentations for COO and/or CFO
• Strengthen current internal controls and improve Finance processes and systems

Requirements

• Degree in Accounting or equivalent qualification, with CPA or relevant professional qualification
• Minimum 12 years of relevant experience in commercial and Big 4 accounting firms, including at least 3 years in external audit
• Strong financial modelling and analysis skills
• Strong communication, interpersonal and analytical skills
• Proficient in SAP and Microsoft Office

Job Description Summary

Playing an active role in providing supports in sourcing, analysing, bidding, and executing Partnership projects, as well as provide financial analysis to business units in their tender exercises.

Key Job Accountabilities

• Assessing project viability and bankability, building financial models, preparing proposals and internal approval papers; execution up to transaction/financial close.
• Sourcing of opportunities with other business units and responding to EOI/SOQ, project due diligences (including review of RFP and draft project documents), financial analysis.
• Working with business units to gather inputs for the financial model and coordinating bid activities with partners.
• Detail-orientated, numerically sharp, and experienced in working in a team environment. The candidate must have skills in financial and business analysis and business strategy.
• Responsible for determining and proposing the most optimal commercial structure for the project/bid and will be involved in negotiations of transaction documents.

Required Qualifications & Experience

• Degree discipline in Finance, Applied Finance, Accounting or related.
• 3-5 years of work experience in Investment or Finance Projectment roles
• Numerically inclined, analytical skills, ability to build financial model
• Preparing / assembling expression of interests, statement of qualification and bid proposals for Partnership projects
• Independent and proactive thinker with business experience working with teams at all levels, as well as internal and external stakeholders
• Ability to multi-task effectively under pressure
• Fluency in English, editorial skills to write reports, project/investment proposals in English
• Advanced proficiency in MS office, including MS Excel and Powerpoint
• Readiness to travel

If you feel that you have the skill-sets that we are looking for, please apply in-confidence with an updated MS Word Resume to kelvin@starcareerconsulting.com

Kelvin Lee(Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)

This position offers an excellent opportunity for a qualified, and self-driven Valuations Manager. As a key member of the team, your role is pivotal to ensure independent execution on valuation projects, coaching and developing junior staff, and improve clients service quality.

The Valuations Manager will be a part of our Singapore office, which is the center of excellence within APAC, and will have the opportunity to work on cross-border assignments within the region. This role will not only be valuations-focused but will also have opportunities to work on other M&A advisory related assignments.

Key Roles & Responsibilities

• Perform independent valuation for businesses, intellectual property, financial instruments, for mergers and acquisitions, litigation support, dispute resolution, financial reporting and restructuring.
• Assist in market and industry research, construct and analyse financial models, develop financial models and set up best practices, workflow and procedures in related areas.
• Assist in pitching for new projects, including preparation and presentation of proposals, engagement letters, marketing materials and technical documents.
• Guide team to prepare and deliver high quality valuation reports in accordance with relevant international valuation standards and/or financial reporting standards.
• Building and maintaining client relationships before, during and after engagements and to propose steps in improving client’s network and relationship.
• Plan, supervising, train, and mentor seniors, associates and interns on valuation and valuation related services and to organise cross function sharing and learning sessions.

Requirements

• Bachelor’s degree in Accountancy, Finance or Economics.
• CFA, CVA, RICS or ASA qualification will be an added advantage
• Minimum 5 - 7 years of relevant experience in valuation or corporate finance in an accounting/professional services firm
• Seasoned user on research/technical tools such as S&P CIQ, Mergermarket, Bloomberg.
• Familiar with Singapore Financial Reporting Standards, IFRS and US GAAP
• Strong grasp of business valuation concepts; proficiency in financial instruments valuation.
• Resourceful, self-motivated individual with the ability to multi-task and successfully manage multiple competing priorities simultaneously
• Expertise in Microsoft Excel, Power Point and Word
• Excellent analytical and critical thinking skills
• Excellent interpersonal and communication skills, both oral and written

Financial Service Manager Corporation

Our business is all about creating best strategies. I would like to extend this invitation to you for an open discussion.

I am looking for like-minded Managers that are ambitious in growing our business together and passionate about the following:

• Striving to achieve greater heights through combined efforts

• Focus on growth and building successful professional through structured training programmes

• A longing for freedom, boosted by support provided to rebuild your team with more opportunities

• Access to a wide range of solutions from multiple insurers and investment platforms; with digitized processes to deliver better service and seamless experiences for your team members

• Attractive packages and incentives for you and your team members

I will be looking forward to hear from you for a fruitful discussion.

We are looking for highly motivated and dynamic professionals to join our Financial Advisory – Transaction Services practice in Singapore.

The Transaction Services Manager is in-charge of various functions including managing project delivery, generating and supporting the business, ensuring quality control, providing technical leadership as well as sourcing for appropriate staff for the team.

Responsibilities:

• Lead team in conducting assignments in transaction services.
• Guide team to prepare and deliver high quality due diligence reports.
• Guide team on post-merger assignments.
• Works closely with members in Singapore as well as overseas TS teams across the Asia Pacific and globally.
• Support the Partner on client management, practice development, and business development activities including but not limited to project scoping, reviewing of business proposals and engagement letters.
• Build internal and external relationships to drive business development strategies.

Requirements:

• Background in Accounting, Business, Finance, or other relevant field
• At least 5 – 7 years of relevant experience in financial due diligence in international accounting/professional service firms
• Member of ISCA preferred but not necessary
• Qualification such as CA, CFA, ACCA or equivalent
• Familiar with Singapore Financial Reporting Standards, IFRS and US GAAP
• Strong grasp of due diligence in transaction context
• Knowledge in taxation and accreditation is a plus
• Ability to analyse and make sense of data, and communicate data insights to relevant stakeholders
• Ability to lead teams across multiple disciplines and jurisdictions
• Excellent written, oral and presentation skills
• Able to work in a fast-paced environment
• Strong desire to expand personal network to build the business

Job Description Summary

Playing an active role in providing supports in sourcing, analysing, bidding, and executing Partnership projects, as well as provide financial analysis to business units in their tender exercises.

Key Job Accountabilities

• Assessing project viability and bankability, building financial models, preparing proposals and internal approval papers; execution up to transaction/financial close.
• Sourcing of opportunities with other business units and responding to EOI/SOQ, project due diligences (including review of RFP and draft project documents), financial analysis.
• Working with business units to gather inputs for the financial model and coordinating bid activities with partners.
• Detail-orientated, numerically sharp, and experienced in working in a team environment. The candidate must have skills in financial and business analysis and business strategy.
• Responsible for determining and proposing the most optimal commercial structure for the project/bid and will be involved in negotiations of transaction documents.

Required Qualifications & Experience

• Degree discipline in Finance, Applied Finance, Accounting or related.
• 3-5 years of work experience in Investment or Finance Projectment roles
• Numerically inclined, analytical skills, ability to build financial model
• Preparing / assembling expression of interests, statement of qualification and bid proposals for Partnership projects
• Independent and proactive thinker with business experience working with teams at all levels, as well as internal and external stakeholders
• Ability to multi-task effectively under pressure
• Fluency in English, editorial skills to write reports, project/investment proposals in English
• Advanced proficiency in MS office, including MS Excel and Powerpoint
• Readiness to travel

If you feel that you have the skill-sets that we are looking for, please apply in-confidence with an updated MS Word Resume to kelvin@starcareerconsulting.com

Lee Soo Hong (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)

Back to search results Financial Risk Manager Job No: 670914 Canberra, Rest of ACT, Auckland, Christchurch, Wellington, Central North Island, Lower North Island, Lower South Island, Upper South Island, Sydney - Inner Suburbs & CBD, Sydney - Outer Suburbs, Central Coast, Newcastle, North Coast, South Coast, Western NSW, NSW - Other, Darwin, Rest of NT, Brisbane - Inner Suburbs & CBD, Brisbane - Outer Suburbs, Toowoomba, Gold Coast, Sunshine Coast, North QLD, Far North QLD, Western QLD, Central QLD, QLD - Other, Adelaide, Rest of SA, Hobart, Rest of TAS, Melbourne - Inner Suburbs & CBD, Melbourne - Outer Suburbs, Gisborne, Rest of VIC, Perth, Rest of WA, Various Permanent Full Time Analyst, Finance & Treasury Pay Band 6 Refer a friend Apply Flexible working locations across Australia and New Zealand WFH/Hybrid Competitive Salary Suncorp Benefits Annual Bonus Career development pathways On-the-job skill development  Our team of Financial Risk Managers plays a crucial role in…

Click here to view more detail / apply for Financial Risk Manager

Cancer Council NSW is Australia's leading cancer organisation and our vision is to change the path of cancer and make sure no one walks alone. We are dedicated to meaningful careers where you will not only change the lives and futures of people affected by cancer, but you will work in a multi-award awarding winning culturally connected environment. About us Cancer Council NSW (CCNSW) is a community funded and focused not for profit. We are the largest cancer charity in NSW and our point of difference is that we work across every area of every cancer, from research right through to support. At CCNSW we understand that nothing feels better than doing work you really care about. As Australia's leading organisation supporting all people impacted by all cancers, we understand how good it feels to make a difference. We know that almost 1 in 2 Australians are affected by cancer during their lifetime, by joining…

Click here to view more detail / apply for Manager, Financial Accounting and Compliance

RESPONSIBILITIES:

• Familiarize with internal credit processes and credit policies of the bank and the department;
• Cover credit for banks and non-bank financial institutions domiciled in South and South East Asia, Middle East and any other assigned countries;
• Assist in the preparation of credit applicationsand annual / semi-annual credit reviews involving in-depth analysis of customers’ financial standing, industry review, country assessment and business outlook;
• Co-present credit cases to seniors and credit committee together with the relationship managers;
• Liaise actively with other departments including Credit, Compliance, Operations at branch level and at head office;
• Provide periodic and ad-hoc market / banking news updates for banks and countries covered by the department;
• Assist in liaising with customers and counterparties and handling transactions to provide seamless service coverage to customers;
• Assist in regulatory and compliance matters such as AML/KYC due diligence etc.

REQUIREMENTS:

• Possess credit experience in a bank, preferably with bank and/or non-bank FI coverage.
• Good understanding of the global FI industry.
• Familiar with basic FI products including trade, loans, capital markets and treasury in order to effectively support the department’s business/credit requirements.
• Experienced in credit analysis and ability to make independent recommendation of clients' credit profile.
• Junior Corporate Banking ARM or Credit Analysts who are keen to transition into the ARM role can also be considered for this position.

EA License Number: 23C1935 | EA Personnel Number: R1551292

The Restructuring and Insolvency Manager is second in-charge of various functions including managing the restructuring and insolvency processes, generating and supporting the business, ensuring quality control, providing technical leadership as well as sourcing for appropriate staff for the team.

Responsibilities

• Assess cash flow forecast assumptions and provide recommendations on optimising the cash flows and options available to clients
• Coordinate with multiple stakeholders in complex liquidations and restructurings
• Generate ideas and solutions as well as review proposed recommendations for improving liquidity, credit availability, and creditor return
• Review financial analyses, financial models and recommend financial restructuring plans
• Execute financial restructuring plans
• Manage sales of distressed assets
• Provide recommendations on simplifying legal entity structures of clients
• Review correspondence to clients with creditors during restructuring or insolvency
• Manage project and guide the team to execute the judicial management, receivership and liquidation
• Execute proposals and/or schemes of arrangement
• Review business proposals and pitch documents
• Review engagement letters
• Build internal and external relationships to drive business development strategies

Requirements

• Background in Accounting, Business, Economics, Finance or other relevant field
• At least 5 to 7 years’ experience in corporate insolvency and restructuring
• Member of ISCA preferred but not necessary
• Ability to analyse and make sense of data, and communicate data insights to relevant stakeholders
• Ability to lead teams across multiple disciplines and jurisdictions
• Excellent written, oral and presentation skills
• Able to work in a fast-paced environment
• Strong desire to expand personal network to build the business