Senior Business Advisor for Financial Institutions

3 weeks ago


New York, New York, United States Tandym Group Full time

A highly skilled professional is sought after by Tandym Group to take on the role of Senior Business Advisor. This individual will be responsible for overseeing financial services and ensuring high-quality delivery to clients.

Key Responsibilities:

  • Prepare financial statements, tax returns, and other documentation
  • Assist in planning, fieldwork, and wrap-up activities
  • Maintain strong client relationships through effective communication
  • Collaborate with senior management to address client concerns and provide updates on work progress
  • Perform additional duties as required

Qualifications:

  • At least 3 years of experience in a public accounting firm or similar setting
  • Bachelor's degree in Accounting
  • Certified Public Accountant (CPA) certification or part passage
  • Intermediate understanding of Accounting and Reporting standards
  • Proficiency in Microsoft Office Suite
  • Excellent interpersonal and communication skills
  • Strong attention to detail and organizational skills

Desired Skills:

  • Working knowledge of ProFx, Caseware, and Go File Room

Estimated Salary: $80,000 - $110,000 per annum, depending on experience.



  • New York, New York, United States Raymond James Financial Incorporated Full time

    As a Strategic Risk Advisor for Financial Institutions, you will play a critical role in helping us navigate the complex world of risk management. We are seeking a highly experienced professional with a deep understanding of risk management principles and practices in the capital markets industry.The estimated salary for this role is $220,000 - $270,000 per...


  • New York, New York, United States Zurich Insurance Company Ltd Full time

    Job Title: Financial Institutions AdvisorLocation: New YorkJob Type: Full-timeSalary: The estimated salary for this role is $90,000 - $135,000 per year, depending on location and level of experience.About Us:Zurich Insurance Company Ltd is a leading global organization that has over 150 years of experience managing risk and supporting resilience. We are...


  • New York, New York, United States Advisor Group Full time

    Job Description:The Senior Vice President, Strategic Business Development Manager will be responsible for managing a territory of financial institutions. The goal is to establish and maintain strong relationships with key decision-makers at each institution.Responsibilities:Develop and implement strategic plans to drive business growth.Collaborate with...


  • New York, New York, United States Financial Times Full time

    About Us">The Financial Times is a leading global news organization, dedicated to delivering high-quality, independent information and services to individuals and companies around the world. Our mission is to provide our readers with the most accurate and comprehensive coverage of business, finance, politics, and culture.We are a dynamic and forward-thinking...


  • New York, New York, United States Advisor Group Full time

    Relationship Manager Job DescriptionThis is a unique opportunity to join our team as a relationship manager. You will be responsible for building and maintaining strong relationships with financial institutions. This role requires excellent communication and interpersonal skills, as well as experience in the financial institutions industry.


  • New York, New York, United States Advisor Group Full time

    We are looking for an Executive Financial Services Manager to join our Advisor Group team. The successful candidate will have a strong background in relationship management and a proven track record of driving business growth. In this role, you will oversee all aspects of our Financial Institutions territory, including developing and executing strategies to...


  • New York, New York, United States Prudential Financial Full time

    Job SummaryWe are seeking a Proven Financial Advisor Leader to join our team. As a senior member of our team, you will be responsible for leading high-performing teams, developing and implementing business strategies, and driving revenue growth.You will also provide expert guidance on investment products and strategies, as well as build and maintain strong...


  • New York, New York, United States Advisor Group Full time

    Job Summary:The Executive Director, Financial Services Relationship Specialist will be responsible for managing a portfolio of financial institution clients. The goal is to build and maintain strong relationships with key decision-makers at each institution.Key Responsibilities:Develop and implement client relationship management strategies.Collaborate with...


  • New York, New York, United States Advisor Group Full time

    Job SummaryThe Vice President, Relationship Manager will be responsible for managing a territory of financial institutions. This role will oversee all aspects of the territory, including relationships, strategic initiatives, goals, activities, and the delivery of key resources to the financial institutions. The ideal candidate will have excellent listening,...

  • Senior Associate

    18 hours ago


    New York, New York, United States Jobot Full time

    Company OverviewWe are a leading national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from offices across the country.Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are...


  • New York, New York, United States Plaid Full time

    Unlocking Financial Freedom for EveryoneWe believe that the way people interact with their finances will drastically improve in the next few years. Plaid is dedicated to empowering this transformation by building tools and experiences that thousands of developers use to create their own products.About the RoleThe Senior Financial Institution Partnership Lead...


  • New York, New York, United States Bank of China Limited, New York Branch Full time

    Company Overview:Established in 1912, Bank of China Limited, New York Branch is a leading financial institution with over $3 trillion in assets and a global presence spanning more than 60 countries and regions. Our long-term outlook, institutional weight, and international breadth provide our clients with a stable and reliable financial partner.Salary: The...


  • New York, New York, United States Hertz Herson CPA LLP Full time

    Job OverviewWe are seeking an experienced Audit Senior Manager to join our team at Hertz Herson CPA LLP. As a key member of our practice, you will serve as a trusted business advisor, providing guidance to help our clients succeed in today's complex and challenging marketplace.The ideal candidate will have 9+ years of experience at a CPA firm, with a...


  • New York, New York, United States Financial Times Full time

    About UsThe Financial Times is a leading international news organization with a commitment to delivering high-quality, independent journalism. Our mission is to provide readers with accurate and insightful information on global events, business, and finance.Our CultureWe strive to create an inclusive and supportive work environment that values diversity,...


  • New York, New York, United States Capco, a Wipro Company Full time

    The Importance of Wealth Management ConsultingWealth management is a critical component of the financial services industry, and our team specializes in delivering tailored solutions to meet the unique needs of our clients.Senior Wealth Industry Advisor RoleThis role involves working closely with clients to deliver strategic engagements and pursue new...

  • Senior Risk Advisor

    2 weeks ago


    New York, New York, United States FORVIS Full time

    Job Summary">We are seeking a highly skilled Senior Risk Advisor to join our team in New York. The ideal candidate will have a strong background in risk management, regulatory compliance, and financial services. As a Senior Risk Advisor, you will work closely with clients to assess their risk profiles, develop strategies to mitigate risks, and implement...


  • New York, New York, United States Capital One Full time

    Capital One, a leading financial institution, is seeking an experienced Senior Compliance Manager to join our team.The ideal candidate will have a strong background in compliance, with a minimum of 7 years of experience working in a financial services environment. FINRA licensed with valid Series 7 or 79, and a Bachelor's degree or military experience are...


  • New York, New York, United States Voya Financial Full time

    About Our OpportunityVoya Financial is seeking an Institutional Sales Representative to join our team in supporting a team of Client Advisors in driving sales of Voya Investment Management strategies across public and corporate plans, E&Fs, and Sub-advisory firms.Key Highlights:This role can be based in New York, Atlanta or fully remote and reports to the...


  • New York, New York, United States MUFG Bank, Ltd. Full time

    MUFG Bank, Ltd. is seeking a highly experienced professional to lead the Financial Institutions Group as a Senior Relationship Manager.This role will be responsible for managing business development activities associated with a group of Japanese corporate account relationships and prospects.The ideal candidate will have 10+ years of experience in finance,...


  • New York, New York, United States Financial Institution Full time

    Are you ready to take on a challenging role as a Financial Institution Expert? We are seeking an experienced professional to join our team as a Managing Principal in the Capital Markets space.About the JobIn this role, you will be responsible for leading client engagements and developing new business opportunities. You will work closely with clients to...