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333 jobs found
31.03.2025
PNC
PNC Financial Analytics Manager Tax Credit United States, Oregon, Portland
Manages the fund modeling, forecasting and budgeting functions and understands the tax ramifications of the various tax credit structures. Supervises the forecast modeling of both lower tier equity and debt...
Designs, implements, monitors and supports staff development and career planning strategies, procedures and initiatives. Designing staff development and career planning programs. Ensuring senior managers and Training and Development (T&D) staff...
Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience,...
Builds the retail customer base through proactive, outbound quality sales conversations. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Sells the bank's products and...
Leverages complex analytical tools to provide business and technical expertise for the analytics process, tools and useful applications across multiple functions or business units to create data driven solutions. Consulting...
Licensing requirements: FINRA Series 7/66 (63/65). Life & Health Insurance required. Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains...
Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with...
Manages the fund modeling, forecasting and budgeting functions and understands the tax ramifications of the various tax credit structures. Supervises the forecast modeling of both lower tier equity and debt...
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