- Cardinal Health (Lansing, MI)
- **_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
- Hantz Group (Romeo, MI)
- Financial Advisor Hantz Group is a Michigan-based... and Retirement + Insurance + Tax Strategy and Planning + Cash Flow Analysis + Debt Strategies ... + Property and Casualty Insurance The Holistic Approach to Financial Planning Hantz Group recognizes that each...support for you to build your practice. As a Financial Advisor , you will work alongside experts… more
- Baylor Scott & White Health (Lansing, MI)
- **JOB SUMMARY** The Financial Advisor II serves as a... Planning & Budgeting team and provides financial analysis required to support the goals ... specific qualifications and prior experience. **ESSENTIAL FUNCTIONS OF THE ROLE** Provides financial analysis to and serve as support for system leadership,… more
- PNC (Saginaw, MI)
- …respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC's Wealth Management, you will be based in Bay ... helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf… more
- Lumen (Lansing, MI)
- …M&A support. The foundational elements of the role are ensuring strategic & financial planning , decision support, defined financial management processes, and ... assessment of operating strategies and results. Being a trusted advisor to drive outcomes in the business is a...team. + Provides accurate and timely historical and projected financial and operational information and analysis to… more
- PNC (Dearborn, MI)
- …position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis , Customer Engagement, Financial Analysis , Financial ... to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management you will be a...Ohio. PNC Wealth Advisors deliver tailored advice and strategic planning designed to help clients achieve their savings, investment,… more
- Deloitte (Detroit, MI)
- …+ 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
- Kestra Financial (Novi, MI)
- …guidelines. + Maintain client information in CRM database (Redtail) + Data input for Financial Planning software system (Goals-Based Analysis and E-Money) + ... Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides excellent… more
- UKG (Lansing, MI)
- …UKG solutions, and ensure that value is realized post-sale. The position involves complex analysis of business goals, financial data, and key metrics to optimize ... Presales organization as part of the GTM Strategy & Planning team. This Principal role will partner with Sales...key stakeholders and leadership * Serve as the trusted advisor and go-to-resource for the Customer Value Advisory team… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from Financial ... written industry and company specific reports upon request to Financial Advisor . + Assists in development of...procedures used in the industry. + Principles of estate planning , trusts and securities industry operations. + Financial… more
- Humana (Lansing, MI)
- …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
- CVS Health (Lansing, MI)
- …visibility across the full mental well-being leadership team as a key strategic advisor . In addition, the role will support various strategic initiatives across the ... industry; Build a strong POV on overall industry evolution to inform strategic planning efforts + Engage and support other teams in developing their strategy /… more
- Deloitte (Midland, MI)
- …Deloitte, you'll work alongside a team of accomplished professionals, delivering impactful financial planning and advanced analytics for our Strategic Analytics ... in a rapidly evolving business landscape. As a strategic advisor to executive leaders, you'll have the opportunity to...practices to enhance project outcomes and client value. + Financial Analysis : Apply financial acumen… more
- Deloitte (Midland, MI)
- …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
- University of Michigan (Ann Arbor, MI)
- …is unique in that it combines clinical/quality considerations with regulatory/ financial /utilization review demands. The position creates a balance between individual ... **Responsibilities **Characteristic Duties and Responsibilities** **Care Coordination and Discharge Planning ** + Within 24 hours of admission interview each… more
- Deloitte (Detroit, MI)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates. + Managing engagement… more
- Deloitte (Midland, MI)
- …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 (Detroit, MI)
- …to meet specific client requirements such as business case, pricing, or complex financial and technical analysis , and interpreting and reporting on outputs + ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Deloitte (Detroit, MI)
- …of LEM engagement delivery teams + Advising on proposals + Advising, planning and preparation for Board of Directors' and stockholders' meetings. + Assisting ... that enhance the core responsibilities of compliance, reporting and planning , while also positioning tax and legal as a...also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax… more
- Deloitte (Detroit, MI)
- …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