- Citizens (Fort Washington, PA)
- …while intimately focusing on each client's unique circumstances. We're looking for a talented Sr . Financial Planning Advisor as Citizens Private Bank ... Financial Planner role acts as the primary financial planning advisor to a...seasoned Financial Planners will shadow associate and senior planning advisors. Qualifications: + 7+ Years… more
- TD Bank (Mount Laurel, NJ)
- …specific details for this role. **Line of Business:** Data & Analytics **Job Description:** The Senior Advisor , Business Insights acts as a top advisor to ... and/or the integration of cross functional processes + Typically deals with senior /executive management + Focus on longer-range planning for functional area… more
- The Cigna Group (Philadelphia, PA)
- …and customers that help reduce health costs, improve outcomes, provide financial security and measure/forecast business performance. Advanced Supply Analytics & ... Cigna Group's affordability and analytics strategies **This person will be a senior individual contributor who is** **responsible for conducting advanced network &… more
- Deloitte (Philadelphia, PA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning ...have the career for you! What You'll Do Tax senior managers identify complex tax issues and provide tax… more
- TD Bank (Mount Laurel, NJ)
- …specific details for this role. **Line of Business:** Audit **Job Description:** The Senior Audit Group Manager leads and develops a team of audit professionals and ... a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the...execute on common goals + Focuses on long term planning for functional area + Ability to process and… more
- Deloitte (Philadelphia, PA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter...career for you! What you'll do As a Tax Senior Manager, you will draw on experience in accounting… more
- TD Bank (Mount Laurel, NJ)
- …details for this role. **Line of Business:** Audit **Job Description:** The Senior Audit Manager is accountable for providing specialized in-depth audit expertise ... and responsible for contributing to the planning , risk assessment and execution of audits and related...conducting audits + Consults assigned lines of business (trusted advisor ) + May manage a team of professional resources… more
- Merck (West Point, PA)
- …Assistant experience. + Minimum of (3) years Executive Administrative experience supporting senior executives ( Sr . Director, Executive Director, SVP, VP or ... **Job Description** We are currently recruiting for a Senior Administrative Assistant to support (1) Associate Vice President and (2) Executive Directors in the… more
- Deloitte (Philadelphia, PA)
- …the additional business you bring in? We are looking for a sharp, analytical Federal Senior Tax Manager to join the Business Tax Services practice who is ready to ... tax group within Deloitte. What you'll do As a Senior Tax Manager within the Business Tax Services group,...lines of service. + Acting as a trusted business advisor to clients on a variety of issues including… more
- Deloitte (Philadelphia, PA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you...meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to… more
- Deloitte (Philadelphia, PA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Tax Services practice! What You'll Do As a Tax Senior Manager within the Financial Services arm...for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized… more
- M&T Bank (Wilmington, DE)
- …activities throughout the enterprise for their assigned area of responsibility. The Senior Compliance Advisor will help develop, implement, and execute strategy ... personnel to ensure processes are completed in an accurate and timely manner. The Senior Compliance Advisor operates under the firm's second line of defense… more
- M&T Bank (Wilmington, DE)
- …current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of ... Private Client Advisors and exercises general guidance in the relationship planning process for clients **Primary Responsibilities:** + Leads the client relationship… more
- M&T Bank (Wilmington, DE)
- …relevant experience Certified Financial Planner (CFP(R)), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered ... management and deposits) or introduce additional value-add solutions, including credit, planning , fiduciary, family office services, etc. + Participate in Wealth … more
- The Cigna Group (Philadelphia, PA)
- **POSITION** **SUMMARY** The Pre-Sale Resource Planning Advisor performs the capacity forecasting function for back office operational teams specific to ... GED; Bachelor's degree preferred + 5+ years relevant experience in resource/workforce planning , supply/demand planning , financial /budget planning ,… more
- Vanguard (Newtown Square, PA)
- …into a world of opportunity At Vanguard, clients are our most important asset. As a Senior Financial Advisor , you will be tasked with looking out for our ... to establish, build upon, and maintain trusting long-term relationships. + As Financial Planners, Advisors provide planning expertise based on client needs.… more
- WTW (Philadelphia, PA)
- …Experience (EX) and Work & Rewards (W&R) Global Finance Partners. The Senior Financial Analyst will serve as a trusted advisor to the North American ... agencies around the world. This role resides in our Financial Planning & Analysis (FP&A) Practice within...identified. **The Role** + Act as a key strategic financial advisor to the North America EX… more
- BAYADA Home Health Care (Pennsauken, NJ)
- …processes. + Acts as a trusted advisor and expert with regard to financial planning and analysis subject matter. + Develops awareness of and familiarity with ... **POSITION SUMMARY:** The Senior Associate is responsible for enterprise financial and operational planning and analysis, evaluation, and report generation… more
- PNC (Philadelphia, PA)
- …an opportunity to contribute to the company's success. As a Business Analysis Advisor within PNC's Regulatory Reporting organization, you can be based in Pittsburgh, ... responsibilities may be performed remotely, at manager's discretion As a Business Analysis Advisor for the Management Reporting team within Control, you will be part… more
- PNC (Philadelphia, PA)
- …opportunity to contribute to the company's success. As a Business Analysis Advisor within PNC's Finance- Control/Regulatory Reporting organization, you can sit in ... and management to implement solutions. . Communicate information to Senior Management. Higher level complexity of projects/responsibilities as assigned. Preferred… more