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Senior Vice President, Financial Planning and Analysis
access_time Posted 2 days ago
account_balance Ancora Holdings Group
location_on Cleveland
Qualifications › Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA designation preferred. › 12+ years of experience in financial planning and analysis, preferably ...
Senior Accountant - Distribution - Cleveland, OH
access_time Posted 12 days ago
account_balance Genuine Search Group
location_on Broadview Heights
Bachelor's degree in Accounting, Finance, or related field; CPA or CFA certification preferred. * 3+ years of experience in accounting, financial analysis, or related role. * Proficient in Excel ...
Financial Manager - Portfolio Manager
access_time Posted 1 month ago
account_balance Lynx Capital Group Ltd
location_on Cleveland
Must have a CFP, CFA, or CPA. * Familiarity with investment products and services * Ability to build rapport with clients * Strong analytical and critical thinking skills * Excellent written and ...
Senior Financial Analyst
access_time Posted 1 month ago
account_balance Summit Companies
location_on Independence
Master's degree or relevant certifications (e.g., CFA, CPA, CBAP, etc.) a plus. Experience, Knowledge, Skill Requirements: * 5+ years of proven, relevant experience in an upper middle market, private ...
Business Development Manager
access_time Posted 2 months ago
account_balance Corrigan Krause CPA's
location_on Westlake
MBA or CFA designation is a plus. * Proven experience in business development, sales, or relationship management within the financial services sector, with a specific focus on wealth management
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