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1. Complete full & accurate lead conversion and qualification. 2. Create & update client Salesforce accounts with all necessary documentation and demographic information available. 3. Always practice customer service etiquette. 4. Follows and conforms to Zinnia Health's drug and alcohol work policy. 5. Correctly documents his/her hours into Zinnia Health's web clock syste
Posted 4 days ago
OpenGov
- San Francisco, CA / Boston, MA / Chicago, IL / 3 more...
We are seeking a highly motivated and strategic Senior Financial Analyst to join our R&D Strategic Finance Team. This role offers the unique opportunity to play a critical dual role, serving as a financial planning and analysis (FP&A) partner to R&D leadership and a strategic business operations partner to the entire R&D organization. You will play a key role in analyzing
Posted 5 days ago
Deloitte
- Atlanta, GA / Chicago, IL / Cincinnati, OH / 10 more...
Deloitte Global is the engine of the Deloitte network. Our professionals reach across disciplines and borders to develop and lead global initiatives. We deliver strategic programs and services that unite our organization. Work you'll do Manage cash positioning, cash/cash flow forecasting, and cash reconciliations to ensure optimal liquidity for daily operations and strate
Posted 6 days ago
Our Story As one of the nation's largest Registered Investment Advisors (RIAs), Hightower is an industry leading financial services firm managing approximately $100B+ in client assets and offering objective wealth management advice. Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, f
Posted 6 days ago
Apply Job Type Full time Description Financial and business administration support to Financial Analysts, including participation in annual budget development and completion, forecasting, ongoing financial reporting and presentation to budget owners. Assists in evaluating information for setting the strategic direction.Essential FunctionsResearches business and financial i
Posted 6 days ago
include Develop research, development and acquisition management system documentation, to include supporting Statements of Work (SOW), Performance Work Statements (PWS), System Acquisition Management Plans (SAMP), Acquisition Strategies (AS) Acquisition Program Baselines, (APB), Acquisition Decision Memorandums (ADM), test and evaluation plans, fielding and deployment rele
Posted 6 days ago
Farm Credit of Northwest Florida supports rural communities and agriculture in the 18 counties that make up the Florida Panhandle including, Jackson, Santa Rosa, Leon and Jefferson. Part of the nationwide Farm Credit System, the Association loans funds for agricultural purposes and makes residential loans. Farm Credit of Northwest Florida, a leading agribusiness lender se
Posted 8 days ago
Develop referral contacts (realtors, builders, professionals, and personal contacts) for 1st and 2nd mortgage loans. Participate in industry associations, networking groups and Republic Bank sponsored events to promote Republic Bank mortgage lending services. Maintain all prospect, client, and referral partner information in Republic Bank's CRM (customer relationship mana
Posted 9 days ago
Join our global Non Financial Risk division (Line 1 risk) who provide advice, valued input and challenge across our Financial Management Group in our role as the independent voice of risk, and aid staff in applying non financial risk management best practices. At Macquarie, we are working to create lasting value for our communities, our clients and our people. We are a gl
Posted 9 days ago
Ascensus
- Phoenix, AZ / Boston, MA / Miami, FL / 1 more...
Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Section 1 Position
Posted 10 days ago
Elastic
- Bridgeport, CT / Miami, FL / Atlanta, GA / 10 more...
Elastic is a free and open search company that powers enterprise search, observability, and security solutions built on one technology stack that can be deployed anywhere. From finding documents to monitoring infrastructure to hunting for threats, Elastic makes data usable in real time and at scale. Thousands of organizations worldwide, including Barclays, Cisco, eBay, Fa
Posted 10 days ago
Deutsche Bank
- Boston, MA / Jacksonville, FL
Provide review and drafting support for fund disclosure and reporting documents, working with an assigned attorney and in a document production tool, for mutual fund and ETF SEC registration statements (including, but not limited to, prospectuses, statements of additional information, supplements and Part Cs). Distribute SEC registration documents for comment; analyze, pr
Posted 10 days ago
We are changing FINANCE to finance CHANGE! Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, c
Posted 10 days ago
Withum
- New York, NY / Philadelphia, PA / Boston, MA / 14 more...
Withum is a forward thinking, technology driven advisory and accounting firm, helping clients to Be in a Position of Strength SM in today's modern business landscape. Withum empowers clients with innovative tools and solutions to address their accounting, tax and overall business management needs. Withum is a place where talent thrives. We recruit only the best and bright
Posted 10 days ago
Ascensus
- Greensboro, NC / Lake Mary, FL
Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Section 1 Position
Posted 11 days ago
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