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View salary and benefits informationProvides assistance to the Corporate Financial Associates. Collects data, prepares business reports, proposals, and presentations. Coordinates meetings and other communications between associates and others involved in deals. Uses database, spreadsheet and other software to collect and manage data. May require a bachelor's degree. Typically reports to a supervisor or manager. Works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. Typically requires 1-3 years of related experience. more...
Gathers and interprets financial data in order to assist in corporate financial decisions. Assists in determining scope and pricing of offering and developing plans. Identifies new investment, merger, or acquisition opportunities for the company. Provides details for the SEC registration of securities. Participates in negotiations with principles and others. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. Works on projects/matters of limited complexity in a support role. Work is closely managed. Typically requires 0-2 years of related exper more...
Gathers and interprets financial data in order to assist in corporate financial decisions. Assists in determining scope and pricing of offering and developing plans. Identifies new investment, merger, or acquisition opportunities for the company. Provides details for the SEC registration of securities. Participates in negotiations with principles and others. Requires a bachelor's degree of Finance. Typically reports to head of a unit/department. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Typically requires 2 to 4 y more...
Gathers and interprets financial data in order to assist in corporate financial decisions. Assists in determining scope and pricing of offering and developing plans. Identifies new investment, merger, or acquisition opportunities for the company. Provides advice and details for the SEC registration of securities. Leads negotiations with principles and others. Requires a bachelor's degree of Finance. Typically reports to head of a unit/department. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. Typically requires 4 to 7 years of more...
The Assistant Financial Controller contributes to the development and maintenance of financial reporting, planning and budgeting systems. Assists the corporate controller in directing the organization's accounting functions including cost, payables, and reporting. Being an Assistant Financial Controller ensures that all corporate and required accounting policies and procedures are documented and followed by the organization. Oversees the preparation of periodic reporting and required legal filings. In addition, Assistant Financial Controller may train accounting staff. May coordinate with audi more...
The Corporate Financial Analyst I provides analytical support for forward-looking financial and business-related projects. Responsible for assisting in preparation, coordination, and documentation of financial analysis projects. Being a Corporate Financial Analyst I assists in financial forecasting and reconciliation of internal accounts. Assists in the preparation of forecasts and analysis of trends in manufacturing, sales, finance, general business conditions, and other related areas. In addition, Corporate Financial Analyst I requires a bachelor's degree. Typically reports to a supervisor o more...
The Corporate Financial Deal Administrative Support collects data, prepares business reports, proposals, and presentations. Provides assistance to the Corporate Financial Associates. Being a Corporate Financial Deal Administrative Support uses database, spreadsheet and other software to collect and manage data. Coordinates meetings and other communications between associates and others involved in deals. In addition, Corporate Financial Deal Administrative Support may require a bachelor's degree. Typically reports to a supervisor or manager. Being a Corporate Financial Deal Administrative Supp more...
Provides assistance to the Public Financial Associates. Assists in the financing of taxable and tax-exempt bonds. Prepares business reports, proposals, and presentations. Coordinates meetings and communications between all parties involved with transactions. Verifies compliance with NASD and other regulations and completes all required filings for a deal. Familiar with underwriting policies, practices, and regulations. May require a bachelor's degree. Typically reports to a supervisor or manager. Works under moderate supervision. Gaining or has attained full proficiency in a specific area of d more...
Provides sales and business development support for one or more licensed/registered investment product sales representatives. Performs customer service and administrative tasks to answer basic product questions, make changes to accounts, and open new accounts. Coordinates but does not execute orders. Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients. Tracks referrals, schedules sales appointments, and fulfills requests for information. Has a basic knowledge and unde more...
The Financial Controller establishes and maintains the organization's overall accounting systems, procedures, and policies. Leads and directs an organization's accounting functions. Being a Financial Controller presents findings and recommendations to management. Directs all analysis and reporting of financial information including budgets, planning, and required filings and reports. In addition, Financial Controller requires a bachelor's degree in accounting or finance. Typically requires CPA.Typically reports to Chief Financial Officer (CFO). The Financial Controller manages a business unit, more...
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