with or without the assistance of an analyst Manage budget monthly with direct input to forecast models and financial decisions... for upfront strategic planning with the Media agencies to effectively translate business objectives into consumer-focused...
their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning... (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA) (preferred) Certified...
reporting Foster partnership with other internal departments such as Legal, Financial Planning, Accounting, etc. Regulatory... billing system. Verification that customers’ bills are correctly calculated. Comprehensive financial support, including...