- 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
- TD Bank (Boston, 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 (Boston, MA)
- Financial Solutions Advisor - Boston Market Boston, Massachusetts;Boston, Massachusetts; Cambridge, Massachusetts **To proceed with your application, you must be ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/ Financial -Solutions- Advisor Consumer-Investment Boston-Market\_25028595) **Job Description:** At Bank… more
- Deloitte (Boston, MA)
- …on October 31, 2025. Work you'll do:As a Deloitte Consulting Health Actuary Advisor in Deloitte Human Capital, you will provide technical and analytical support in ... liabilities for compliance with applicable regulatory requirements. + Coordination of planning , managing execution, and delegation of project tasks to ensure quality… more
- M&T Bank (Boston, MA)
- …of wealth management including, but not limited to, investment management, trusts, and financial planning + Expert knowledge of, and proven success with, complex ... and HNW clients. Utilize working knowledge of investment management solutions and planning concepts associated with HNW and UHNW clients to identify opportunities… 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
- 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
- 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
- Bausch + Lomb (Boston, MA)
- …to continue leading the advancement of eye health in the future. The Executive Director of Financial Planning & Analysis (FP&A) will serve as a key strategic ... portfolio prioritization, and resource deployment. + Serve as trusted advisor on financial performance and operational efficiency....CPA preferred. + 15+ years of progressive experience in financial planning & analysis , with… 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
- Humana (Boston, MA)
- …in a planning or analytics capacity. + Strong understanding of financial planning , workforce management, and organizational design. + Experience with ... modules for: + **Finance** : Headcount cost modeling, compensation planning , forecasting, scenario analysis . + **HR** :...(eg, Power BI, Tableau). + Serve as a strategic advisor to Finance and HR leadership, helping shape the… more
- Takeda Pharmaceuticals (Boston, MA)
- …growth, profitability, and operational excellence. The role is responsible for leading financial planning , forecasting, and reporting for growth and pipeline ... financial plans. + Drive and lead the financial planning process across the US Oncology...planning and reporting, forecasting, finance business partnering, gross-to-net analysis , and OPEX management experience + 3+ years of… 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
- Lumen (Boston, MA)
- … analysis , and ROI justifications + Coordinate with Finance on P&L analysis , pricing approvals, revenue forecasting, and budget planning + Partner with ... conducting on-site consultations at key conferences, and serving as a trusted advisor to broadcast operations managers and leadership. You'll work directly with the… more
- Evolent (Boston, MA)
- …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
- Deloitte (Boston, MA)
- …implementation, and optimization for multi-functional or single-function entities + Proven financial modeling/ analysis and business case development skills, with ... Global Business Services (GBS) team serves as a trusted advisor and thought partner to CFOs, CAOs and other...and core business functions, with the goal to enhance financial and operational performance, manage financial and… more
- Citizens (Boston, MA)
- …Management Analyst who will be responsible for assisting and supporting the planning , execution, and ongoing review of the Operational Risk Management Methodology ... in a dynamic environment. Primary responsibilities include: + Serves as an advisor and support the Operational Risk Management Programs specifically related to Issue… more