Summit Consulting, LLC’s Post

There are firms that will operate as the advisor’s team, responsible for the behind-the-scenes activities that keep their business moving, their teams can handle a range of administrative tasks including: Reporting and annual review preparations Financial plan preparation and updates Forms preparation and processing Investment plan preparation Data gathering and entry Client communications Technology setup They will also handle the hiring, training, or managing additional staff. #wealthmanagement #financialadvisors

#hiring Senior Financial Project Analyst, Raleigh, United States, fulltime #jobs #jobseekers #careers #Raleighjobs #NorthCarolinajobs #Accounting Apply: https://lnkd.in/geZsVVip Job Description • Support the PM in defining the operational progress of the study, ensure accurate units are in correct tracked each month. Monitor actual performance against budgeted tasks, and identify risks / inefficiencies / deviation and potential 'out of scope' activities, P&L, Overburn, and provide future projections and potential risks. Discuss these scope

HIRING: Value for Money Analysts to help scrutinise public spending & support improvements in how public services are delivered. We're running virtual open events about these roles in the next two weeks. https://lnkd.in/emMYbu2M As a VFM analyst you will help us deliver our reports to Parliament. You will work as part of a small team, with sector or topic specialists and qualified accountants, and contribute throughout from planning to drafting our reports. We're holding two virtual open events about these roles in the next two weeks: 📅13 February / 20 February ⌚12:00-13:00 / 16:30-17:30 Hear from our analysts about their experience & from senior leaders on what we're looking for. There will also be a Q&A. Register via the link: https://lnkd.in/emMYbu2M We’re looking for people who can: • Gather, analyse and interpret evidence from a range of sources • Produce clear, well-structured and succinct written work which can be easily understood by non-technical readers • Draw valid and succinct conclusions that are clearly evidence based • Present complex and nuanced findings in a way which can be easily understood by various audiences • Engage confidently and communicate effectively with colleagues and clients at all levels • Work co-operatively and collaboratively as part of a team In addition, we are looking for the candidates with the following attributes: • Intellectual curiosity, especially about using a range of evidence sources to answer questions. • Flexibility to make a significant contribution across a range of topics and outputs in a variety of teams. • Strong interest in the work of the NAO and public policy across a range of sectors. • Attention to detail in documenting and maintaining a reliable audit trail • Drive and determination to overcome obstacles, resistance or challenges to achieve goals. • Commitment to personal development and keeping technical skills up to date. • Interest in influencing people and identifying opportunities to improve public services. Find out more: https://lnkd.in/emMYbu2M

For a Financial Analyst: "Financial analyst specializing in EBITDA analysis and corporate valuations. Skilled in identifying key performance indicators and assessing company profitability." "Passionate about unraveling the financial intricacies of businesses. Leverage EBITDA and other metrics to provide actionable insights for strategic decision-making." For a Consultant: "Strategic consultant with a focus on financial performance. Proficient in EBITDA analysis and industry benchmarking to drive business growth and profitability." "Empowering businesses to make data-driven decisions. Utilize EBITDA and other financial metrics to optimize operations and achieve strategic goals." For a Business Owner or Entrepreneur: "Entrepreneurial leader with a deep understanding of financial metrics. Leverage EBITDA to measure business performance and guide strategic investments." "Committed to building sustainable businesses. Utilize EBITDA analysis to identify growth opportunities and optimize resource allocation."

#hiring *Director (Business Analysis Leader), Research Compliance Management Systems*, Indianapolis, *United States*, fulltime #jobs #jobseekers #careers #Indianapolisjobs #Indianajobs #ITCommunications *Apply*: https://lnkd.in/g_Sv7HQp DepartmentRESEARCH COMPLIANCE (UA-RCIN-IUBLA)Department InformationThe mission of the Office of Research Compliance (ORC) is to ensure that research conducted by IU and affiliated researchers is not only in compliance with all applicable regulatory, statutory, and organizational requirements, but also meets the standards of best practices while minimizing impediments to research and burdens on the research community. Job SummaryThe Director is responsible for the full operational management of management systems for the Office of Research Compliance (ORC). Systems development and management for ORC has a university-wide, enterprise-wide impact, serving all Indiana University campuses and all faculty, staff, and students in regards to research activities and compliance.Department-Specific ResponsibilitiesDirects and manages system integration efforts for the Office of Research Compliance (ORC).Plays a crucial role in ensuring the successful implementation of mergers and acquisitions for system integrations for the enterprise research compliance systems. Oversees and directs the management of budgets, timelines, and project deliverables for large-scale systems integration. Builds and maintains strong relations with ORC leadership and functional project leads, including internal, external partners and vendors by communicating project updated, risks, and issues to all stakeholders at all levels.Directs the creation of effective deliverables such as project plans, use cases, process flows, testing plans and documentation.Provides guidance to compliance staff and ensure best practices related to data management, security, storage, and regulatory expectations. Manages multiple priorities and projects simultaneously.General ResponsibilitiesProvides highest level of operational leadership and coordination of assigned staff members to define business analysis methodologies and standards; provides direction and guidance on high priority business analysis projects/initiatives.Establishes short-term business plans and long-term operational objectives, including managing project timelines/deliverables and developing resource plans for multi-project/multi-phase business analysis initiatives.Conducts a variety of personnel actions to include, but not limited to hiring, promotion, performance management, and dismissal.Manages high level assignments and allocation of technical resources, including negotiating and coordinating initiatives that involve staff in other departments/areas/teams.Makes budgetary recommendations/proposals based on resource needs and ensures cost containment.Works collaboratively with other busine

#hiring *Director (Business Analysis Leader), Research Compliance Management Systems*, Indianapolis, *United States*, fulltime #jobs #jobseekers #careers #Indianapolisjobs #Indianajobs #ITCommunications *Apply*: https://lnkd.in/g_Sv7HQp DepartmentRESEARCH COMPLIANCE (UA-RCIN-IUBLA)Department InformationThe mission of the Office of Research Compliance (ORC) is to ensure that research conducted by IU and affiliated researchers is not only in compliance with all applicable regulatory, statutory, and organizational requirements, but also meets the standards of best practices while minimizing impediments to research and burdens on the research community. Job SummaryThe Director is responsible for the full operational management of management systems for the Office of Research Compliance (ORC). Systems development and management for ORC has a university-wide, enterprise-wide impact, serving all Indiana University campuses and all faculty, staff, and students in regards to research activities and compliance.Department-Specific ResponsibilitiesDirects and manages system integration efforts for the Office of Research Compliance (ORC).Plays a crucial role in ensuring the successful implementation of mergers and acquisitions for system integrations for the enterprise research compliance systems. Oversees and directs the management of budgets, timelines, and project deliverables for large-scale systems integration. Builds and maintains strong relations with ORC leadership and functional project leads, including internal, external partners and vendors by communicating project updated, risks, and issues to all stakeholders at all levels.Directs the creation of effective deliverables such as project plans, use cases, process flows, testing plans and documentation.Provides guidance to compliance staff and ensure best practices related to data management, security, storage, and regulatory expectations. Manages multiple priorities and projects simultaneously.General ResponsibilitiesProvides highest level of operational leadership and coordination of assigned staff members to define business analysis methodologies and standards; provides direction and guidance on high priority business analysis projects/initiatives.Establishes short-term business plans and long-term operational objectives, including managing project timelines/deliverables and developing resource plans for multi-project/multi-phase business analysis initiatives.Conducts a variety of personnel actions to include, but not limited to hiring, promotion, performance management, and dismissal.Manages high level assignments and allocation of technical resources, including negotiating and coordinating initiatives that involve staff in other departments/areas/teams.Makes budgetary recommendations/proposals based on resource needs and ensures cost containment.Works collaboratively with other busine

#hiring *Director (Business Analysis Leader), Research Compliance Management Systems*, Indianapolis, *United States*, fulltime #jobs #jobseekers #careers #Indianapolisjobs #Indianajobs #ITCommunications *Apply*: https://lnkd.in/g2StWMmf DepartmentRESEARCH COMPLIANCE (UA-RCIN-IUBLA)Department InformationThe mission of the Office of Research Compliance (ORC) is to ensure that research conducted by IU and affiliated researchers is not only in compliance with all applicable regulatory, statutory, and organizational requirements, but also meets the standards of best practices while minimizing impediments to research and burdens on the research community. Job SummaryThe Director is responsible for the full operational management of management systems for the Office of Research Compliance (ORC). Systems development and management for ORC has a university-wide, enterprise-wide impact, serving all Indiana University campuses and all faculty, staff, and students in regards to research activities and compliance.Department-Specific ResponsibilitiesDirects and manages system integration efforts for the Office of Research Compliance (ORC).Plays a crucial role in ensuring the successful implementation of mergers and acquisitions for system integrations for the enterprise research compliance systems. Oversees and directs the management of budgets, timelines, and project deliverables for large-scale systems integration. Builds and maintains strong relations with ORC leadership and functional project leads, including internal, external partners and vendors by communicating project updated, risks, and issues to all stakeholders at all levels.Directs the creation of effective deliverables such as project plans, use cases, process flows, testing plans and documentation.Provides guidance to compliance staff and ensure best practices related to data management, security, storage, and regulatory expectations. Manages multiple priorities and projects simultaneously.General ResponsibilitiesProvides highest level of operational leadership and coordination of assigned staff members to define business analysis methodologies and standards; provides direction and guidance on high priority business analysis projects/initiatives.Establishes short-term business plans and long-term operational objectives, including managing project timelines/deliverables and developing resource plans for multi-project/multi-phase business analysis initiatives.Conducts a variety of personnel actions to include, but not limited to hiring, promotion, performance management, and dismissal.Manages high level assignments and allocation of technical resources, including negotiating and coordinating initiatives that involve staff in other departments/areas/teams.Makes budgetary recommendations/proposals based on resource needs and ensures cost containment.Works collaboratively with other busine

Deciding which resource to prioritise is crucial for small businesses. While a business analyst can help frame problems and prioritise requirements, the key to success lies in implementation. Hiring an expert who excels in problem-solving and successful delivery can be more cost-effective than relying on multiple lower-cost resources. Select the right person for the job, and you could save both money and headaches in the long run. More questions to consider on navigating the balancing act of cost and service prioritisation in business: https://bit.ly/45aYj9d #SmallBusiness #BusinessStrategy #SmartInvestment #ProjectManagement #ChangeManagement

Deciding which resource to prioritise is crucial for small businesses. While a business analyst can help frame problems and prioritise requirements, the key to success lies in implementation. Hiring an expert who excels in problem-solving and successful delivery can be more cost-effective than relying on multiple lower-cost resources. Select the right person for the job, and you could save both money and headaches in the long run. More questions to consider on navigating the balancing act of cost and service prioritisation in business: https://bit.ly/45aYj9d #SmallBusiness #BusinessStrategy #SmartInvestment #ProjectManagement #ChangeManagement

The City of Toronto has released a notification, they're inviting candidates for the post of Business & Financial Analyst. The candidates will implement detailed plans, prepare reports and briefing notes, and recommend. They will also extract data from the corporate budgeting. They are responsible for providing financial and budgetary advice. If you want to know more information about the post of Business & Financial Analyst, you can learn this job post. Here's to providing all the in...