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3,513 jobs found
09.07.2025
BOA

Bank Of America Financial Solutions Advisor - Consumer Investments South Sho... United States, Massachusetts, Quincy

09.07.2025
BOA

Bank Of America Relationship Banker - Conshohocken Financial Center United States, Pennsylvania

Limitless High-tech career opportunities - Expoint
Description:
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
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09.07.2025
WF

Wells Fargo Senior Trust Officer - Fiduciary Specialist United States, Pennsylvania, Philadelphia

Limitless High-tech career opportunities - Expoint
Description:
Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound...
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09.07.2025
EY

EY Tax Senior - Financial Services International Transfer Prici... United States, New York, New York

Limitless High-tech career opportunities - Expoint
Description:
Applying complex transfer pricing concepts and economic/financial knowledge to resolve client challenges. Providing a fully integrated approach to transfer pricing by preparing documents, participating in advanced pricing agreements (APAs) and...
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09.07.2025
BOA

Bank Of America Business Solutions Advisor - Waukegan Fountain Square Financ... United States, Illinois, Waukegan

Limitless High-tech career opportunities - Expoint
Description:
Recommends financial advice and guidance that align with client financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank....
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09.07.2025
BOA

Bank Of America Financial Solutions Advisor- Consumer Investments- San Jose ... United States, California, San Jose

Limitless High-tech career opportunities - Expoint
Description:
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
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09.07.2025
JPM

JPMorgan Financial Planning & Analysis - Senior Associate United States, New Jersey, Jersey City

Limitless High-tech career opportunities - Expoint
Description:
Assist in managing the annual budgeting and forecasting processes. Serve as a liaison between Firm-wide P&A, lines of business, and Functional Finance teams. Produce presentations and analysis for key internal...
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The financial officer role at Expoint helps companies within the tech industry stay ahead of their financial game. They are responsible for overseeing the organization's financial strategy and providing leadership when making complex decisions. As a financial officer at Expoint, one must be well-versed in a variety of essential disciplines, from accounting to finance, from mergers and acquisitions to investing. The financial officer's primary responsibilities include creating and executing strategies to maximize the financial performance of their organization, managing budgeting and forecasting processes, and analyzing financial data to provide strategic guidance to leadership. In this role, one might also develop and maintain internal auditing systems to ensure compliance with applicable laws and regulations and to provide insight into potential areas of growth. Applicants should demonstrate exemplary analytical and problem-solving skills, an in-depth knowledge of finance and accounting principles, and the ability to communicate complex financial information effectively. Additionally, they must have a proven track record of success in a similar financial role, as well as the ability to think strategically and manage multiple projects simultaneously. Ultimately, the financial officer position at Expoint is benchmarked against ambitious organizational expectations, so applicants must be prepared to combine innovative thought with achievable practical solutions. In doing so, you'll help provide tech organizations with the financial guidance needed to drive success.