- Cardinal Health (Hartford, CT)
- **_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 (Hartford, CT)
- **_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 (Springfield, MA)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients ... to inform, educate and advise clients, with respect to financial analysis , financial markets, ...Scope:** + Serves as the primary relationship manager and financial advisor for TD Wealth clients with… more
- TD Bank (Springfield, MA)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... 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
- Santander US (West Hartford, CT)
- Financial Advisor - Centralized, West Hartford, CT Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in ... **We Want to Talk to You!** **The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives,… more
- Bank of America (Simsbury, CT)
- Financial Solutions Advisor - Pioneer Valley Market West Hartford, Connecticut;Branford, Connecticut; Guilford, Connecticut; Avon, Connecticut; Simsbury, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/West-Hartford/ Financial -Solutions- Advisor Pioneer-Valley-Market\_25033291) **Job Description:** At Bank of… more
- M&T Bank (West Hartford, CT)
- …current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of ... the client based on the analysis . + Responsible for leading the development of sales...client base .Promote and sell the full array of financial services distributed by the Company to current and… more
- The Cigna Group (Bloomfield, CT)
- …experience within a Managed Healthcare experience environment, required.** + **4+ years Financial Analysis experience in Managed Care, required.** + **Ability to ... with Contracting, Sales, Network Analytics (Medical Economics), Pricing, Underwriting, Financial Analysis , Competitive Intelligence, COB and Project Management,… more
- The Cigna Group (Bloomfield, CT)
- **POSITION SUMMARY** The Advisor , Provider Contracting is responsible for the renewal and ongoing management contracting activities of assigned retail providers and ... with assigned providers. Assume a role in overall performance management, strategic planning and analytical development as it relates to ESI's performance of the… more
- Cardinal Health (Hartford, CT)
- …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
- Kestra Financial (Avon, CT)
- Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our ... financial planners by conducting in-depth financial analysis , preparing comprehensive financial ...field. + Minimum of 3-5 years of experience in financial planning or a related advisory role.… more
- Robert Half Finance & Accounting (East Granby, CT)
- …all financial functions including budgeting, forecasting, month-end close, strategic financial planning , and operational analysis across several ... in a complex, multi-site environment. Key Responsibilities: + Lead financial planning and analysis (FP&...and profitability improvement efforts. + Serve as a key advisor to executive leadership on financial performance,… more
- Evolent (Hartford, CT)
- …with Operations Finance, Client Finance, Talent, and other teams to align financial planning with business execution. + Synthesize complex financial ... part of a centralized corporate FP&A team focused on financial intelligence, analysis , and forecasting, with a...stakeholders at all levels. + Act as a strategic advisor , building trusted relationships with business leaders and providing… more
- NTT America, Inc. (Hartford, CT)
- …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
- Abbott (Hartford, CT)
- …to meet account needs, and overall account management including detailed account planning and sales forecasting. **What You'll Work On** + Responsible for driving ... in positive action. + Understands, analyzes, and accurately interprets key financial performance indicators for strategic accounts and how Abbott's solutions will… more
- Deloitte (Hartford, CT)
- …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
- Deloitte (Hartford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any...complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates… more
- Deloitte (Hartford, CT)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.… more
- Deloitte (Hartford, CT)
- …day interactions with executive clients and sponsors + Delivery: Gain trusted advisor status with customers and client prospects by understanding their business and ... overseeing the collection and documentation of business requirements, leading fit-gap analysis , as-is and to-be business process designs, conference room pilots… more
- Wolters Kluwer (Hartford, CT)
- …to providing a unified Performance Management Platform for Budgeting & Planning , Consolidation & Reporting, CCH Tagetik has developed pre-packaged solutions ... pain points and industry trends. + **Customer Engagement** + Act as a trusted advisor to C-level executives and finance leaders. + Translate complex financial … more