- Cardinal Health (Indianapolis, IN)
- …strategic value that influences key business decisions. **_Job Summary_** The Advisor , Financial Planning and Analysis serves as a key business partner ... **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the… more
- PNC (Carmel, IN)
- …helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf ... position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis , Customer Engagement, Financial Analysis , Financial… more
- Elevance Health (Indianapolis, IN)
- **Cybersecurity Engineer-ZTNA, SASE, CASB (Information Security Advisor )** **L** **ocation:** This role requires associates to be in-office 1 day per week, fostering ... St. Louis, MO. The **Cybersecurity Engineer-ZTNA, SASE, CASB (Information Security Advisor )** will support the implementation and management of our Zero-Trust… more
- BMO Financial Group (Indianapolis, IN)
- …delivery of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter ... and recommends enhancements; makes changes as required. + Uses an advisory-based financial planning approach to manage opportunities and relationships. +… more
- Lilly (Indianapolis, IN)
- …management systems, specifically SAP, Oracle Unifier, Primavera P6, Primavera Risk Analysis , CrystalBall, etc). + Advanced understanding in financial concepts ... Non-Lilly professionals, working to safely achieve project objectives from front-end planning (conceptual design) in a Brownfield or Greenfield site through… more
- Bank of America (Indianapolis, IN)
- …Management + Client Solutions Advisory + Financial Analysis + Financial Forecasting and Modeling + Wealth Planning **Required Qualifications:** + Series ... Growth Practice (EGP) Private Wealth Investment Specialist** isresponsible for defining the Financial Advisor (s) and/or Advisor Team(s) overall investment… more
- KeyBank (Indianapolis, IN)
- …a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- CBRE (Indianapolis, IN)
- …in-depth knowledge of financial terms and principles. Reviews complex financial /business analysis and reports prepared by subordinates. Ability to analyze ... Business Development * Evaluates industry and business trends and analyzes financial performance indicators for potential impact on operations and responds with… more
- BMO Financial Group (Indianapolis, IN)
- …and trends to inform decision-making. + Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies ... worth clients with an objective of becoming their trusted advisor . + Leads a deal team to meet client...using a consultative approach in customer conversations. + Applies financial planning skills and concepts against each… more
- BMO Financial Group (Indianapolis, IN)
- …analysts by aligning tasks with departmental goals and objectives. + Provides accurate financial analysis and risk assessment of new and existing customers. + ... sustainable future, and an inclusive society. Facilitates decisioning and analysis of all types of credit information to support...are met or exceeded. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to… more
- Deloitte (Indianapolis, IN)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... providing tax compliance and consulting services including restructuring, acquisition planning , tax controversy, philanthropic tax planning , unrelated business… more
- NTT America, Inc. (Indianapolis, IN)
- …of finance processes, including financial accounting, management accounting, treasury, and financial planning and analysis (FP&A). + In-depth knowledge ... in Finance (FICO), where you'll be at the forefront of revolutionizing financial systems for our clients. This role offers an exhilarating opportunity to… more
- Zurich NA (Indianapolis, IN)
- …complex ideas, data-driven insights, and strategic recommendations. + Conduct ongoing analysis of competitors, market trends, and financial statements to ... execute multiple assigned projects to support strategic initiatives and operational planning and support the leadership in developing long-term business, … more
- Deloitte (Indianapolis, IN)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- Deloitte (Indianapolis, IN)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.… more
- Public Consulting Group (Indianapolis, IN)
- …enhance the lives of their user base. Services: + Strategy, Architecture, Planning , and Procurement + Business Enablement + Business Solutions + Project Assurance ... meet client needs. The Director is responsible for ensuring the team meets financial and organizational targets while building the strong team necessary to navigate… more
- Deloitte (Indianapolis, IN)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... controversy. + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates using state of… more
- Deloitte (Indianapolis, IN)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- Highmark Health (Indianapolis, IN)
- …and prospects, serving as a clinical subject matter expert (SME) and trusted advisor . Provide a value proposition that demonstrates clinical and financial value ... of the company's products and services. + Contribute to Strategic Planning & Process Improvement: Actively participate in departmental strategic planning , goal… more
- Deloitte (Indianapolis, IN)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates. + Managing engagement… more