- Cardinal Health (Boston, MA)
- …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
- 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
- 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
- Cardinal Health (Boston, MA)
- …chain service offering. Responsibilities include month end and mid-month variance analysis and projections to forecast and budget, business case development and ... partner to business operations director(s) + Own monthly results analysis , focused on volume, rate, mix analysis ...results analysis , focused on volume, rate, mix analysis + Build cross functional businesses cases / deal… more
- MIT Lincoln Laboratory (Lexington, MA)
- …at MIT Lincoln Laboratory is seeking a highly experienced Senior Policy Advisor - Financial Transformation to provide strategic leadership and expertise ... or FFRDC context. Duties and Responsibilities + Lead the planning and execution of strategic financial transformation...and federal policy goals. + Serve as a senior advisor on financial policy, regulatory compliance, cost… more
- M&T Bank (Worcester, MA)
- …(LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning , Managed Accounts, or insurance experience CFP ... Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing… more
- Bank of America (Concord, MA)
- Financial Solutions Advisor - Consumer Investments - Northern MA Market Burlington, Massachusetts;Salem, Massachusetts; Woburn, Massachusetts; Concord, ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Bank of America (Watertown, MA)
- Financial Solutions Advisor - Consumer Investments- Boston North Market Cambridge, Massachusetts;Cohasset, Massachusetts; Watertown, Massachusetts **Job ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- TD Bank (Boston, MA)
- …(ie track record for meeting sales goals) required + Strong credit and financial analysis skills; formal credit training preferred + Proven business development ... **Line of Business:** TD Wealth **Job Description:** The Senior Wealth Lending Advisor is responsible for business development and relationship management on behalf… more
- TIAA (Waltham, MA)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis , Retirement Planning Selling, Sales, TIAA Products/Services… 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
- BAE Systems (Nashua, NH)
- …key financial goals. Stakeholder Engagement/Leadership: Act as a key advisor to executive leadership on commercial matters, providing insights on strategic ... is part of the Electronic Systems Sector Strategy and Planning team. In this role you will work closely...delivery to our customers, ensure competitive pricing, and mitigate financial risks. Responsibilities and tasks include, but are not… more
- Staples (Framingham, MA)
- …with high level business partners. + Experience in forecasting/budgeting and performing financial analysis of results. + Strong collaboration skills and ability ... area of the business to drive results and provide financial expertise. We are passionate about analyzing and interpreting...guidance. Our team serves as a true partner and advisor to all our business leaders; working with them… 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 ... month. The Product FP&A team is seeking a Senior Financial Analyst to support OPEX planning and...you will serve as a trusted business partner and advisor to functional teams across Product & Global Operations.… more
- Robert Half Finance & Accounting (Boston, MA)
- …annual budgeting process and long-term financial planning + Monitor financial performance and provide timely analysis and reporting + Collaborate with ... Financial Management & Strategy + Lead the organization's financial strategy, planning , and analysis ...Leadership & Board Engagement + Serve as a key advisor to the CEO and Board Finance Committee +… more
- Citizens (Boston, MA)
- …bank's Operational Event Loss Data Management Program, Ops Risk Capital Allocation Planning and Scenario Analysis Program. The role involves identifying, ... the bank's Operational Event Loss Data Management Program, Ops Risk Capital Allocation Planning and Scenario Analysis Program to include driving industry best… more
- Tufts Medicine (Burlington, MA)
- …also requires extensive expertise in funds flow management, reimbursement models, and financial planning for physician services, and works closely with research ... experience. 3. Progressive experience in the role of trusted advisor and financial steward to leadership on...Summary** This role focuses on performing a variety of financial activities, including accounting, financial analysis… more
- KeyBank (Boston, MA)
- …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