- Cardinal Health (Boston, MA)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... financial systems and safeguards the organization's assets. Financial Planning & Analysis provides...a strategic advisor to senior leadership on financial performance, planning , and decision-making. + Oversee… more
- Cardinal Health (Boston, MA)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance… more
- TD Bank (West Peabody, MA)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable ... financial advisors or planners who will be providing financial planning guidance & selling investment management...which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,… more
- Bank of America (Quincy, MA)
- Financial Solutions Advisor - South Shore Market Quincy, Massachusetts;Norwood, Massachusetts; Boston, Massachusetts **To proceed with your application, you must ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Quincy/ Financial -Solutions- Advisor Consumer-Investments South-Shore-Market\_25028091) **Job Description:** At Bank… more
- Bank of America (Boston, MA)
- Financial Solutions Advisor - South End Financial Center Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/ Financial -Solutions- Advisor South-End- Financial -Center\_25042462-1) **Job Description:** At… more
- Indeed (Boston, MA)
- …Build and promote scenario analysis frameworks that enable proactive planning . + **Insight & Storytelling:** Translate financial results and forecasts ... accountable for delivering forward-looking insights, driver-based models, and clear financial narratives that shape strategic outcomes and resource allocation.… more
- Cardinal Health (Boston, MA)
- …risk assessments and developing mitigation strategies. + Familiarity with integration planning and execution in M&A environments. + Excellent analytical and ... + M&A due diligence processes + Cost estimation and financial modeling + Regulatory compliance (eg, GDPR, HIPAA, SOX)...Project management tools (eg, Jira, MS Project) + Data analysis and reporting (Excel, Power BI) **_Soft Skills:_** +… more
- Deloitte (Boston, MA)
- …Enrolled Agent + Alternative Certification: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST ... do: As a Tax Senior in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will be responsible...and state deferred tax balances. Computing tax depreciation for financial forecasts, tax provision, long-range planning , and… more
- Deloitte (Boston, MA)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This...developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation -… more
- Deloitte (Boston, MA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... federal and state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning , and cash-tax planning… more
- Beth Israel Lahey Health (Charlestown, MA)
- …responsible for overseeing all financial operations of the hospital, including financial planning , reporting, analysis , budgeting, capital planning , ... the principal advisor on all aspects of financial operations, strategic financial planning ,...a healthcare or hospital setting. Demonstrated experience in managing financial planning , budgeting, analysis , and… more
- Sonos (Boston, MA)
- …ad hoc analysis and project work. + Collaborate on long-term financial planning efforts and strategic projections for supported functions. What You'll ... distance of our Boston office locations. The Commercial FP&A team is seeking a Financial Analyst to support OPEX planning , reporting and to help drive insights… more
- Microsoft Corporation (Boston, MA)
- The **Strategic Account Technology Strategist - Financial Services** Provides technology guidance to clients, and orchestrates the interaction between clients and ... the strategic value of Microsoft solutions. Acts as a trusted technology advisor both internally and externally to integrate Microsoft technology in the customer's… more
- Thrivent Financial (Boston, MA)
- …community events and generosity activities. This position helps prepare you for a financial advisor opportunity through case analysis , exposure to ... plans and analyses. + Gain exposure to MoneyGuidePro, Morningstar and other financial planning software platforms. + Participate in team meetings that include… more
- Blue Cross Blue Shield of Massachusetts (Boston, MA)
- …Vice President of Finance will oversee and lead a ~70-person team across budget, financial planning and analysis (FP&A), procurement and supplier management, ... enterprise strategy teams, while also serving as a trusted advisor to the CEO and other members of the...long-term planning models. + Lead the end-to-end financial planning and analysis (FP&A)… more
- Sensata Technologies, Inc. (Attleboro, MA)
- …closely with senior leadership, the VP provides actionable insights through in-depth financial analysis , scenario planning , and risk assessment. The ... a critical leadership role in shaping the long term planning & financial strategy at Sensata. This...Chief Financial Officer. + Serve as a financial advisor to the CEO and executive… more
- Santander US (Boston, MA)
- …a plus. + Deep understanding of behavioral finance, client segmentation, and financial planning integration. + Proficiency with investment analytics platforms ... Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our… more
- Wellington (Boston, MA)
- …the dots' and v) challenge the status quo. **RESPONSIBILITIES** + Lead the financial planning , budgeting, forecasting, and analysis for the Investment ... and other cross-functional discussions. + Act as a key financial advisor to Portfolio Managers, Heads of...+ Proven track record of leading financial planning processes and delivering high-quality analysis and… more
- Raymond James Financial, Inc. (Boston, MA)
- …are addressed. * Incorporate needs, wants and goals from different prospects for financial advisor practices into marketing and sales strategies. * Gather ... a minimum of two (2) years of experience in marketing or sales in a financial planning , investment management or other financial services environment. * OR… more
- Validity (Boston, MA)
- …the organization, including the CEO and CFO. You will maintain sophisticated financial models, uncover strategic insights through data analysis , and communicate ... and Planning software (Adaptive Insights). + Strong understanding of financial statements (Income Statement, Balance Sheet, Cash Flow) + Advanced Excel skills… more