- Cardinal Health (Lansing, MI)
- …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
- PNC (Kalamazoo, MI)
- …and have an opportunity to contribute to the company's success. As a Business Analysis Advisor Sr. within PNC's C&IB Process Improvement organization. This is a ... in office activities on a regular basis. A Business Analysis Advisor Sr. on the C&IB Operations...technology teams oncomplex business requirements. + Leads multiple business analysis project management processes through planning , quality… more
- PNC (Kalamazoo, MI)
- …and have an opportunity to contribute to the company's success. As a Business Analysis Advisor within PNC's Retail Lending Digital organization, you will be ... and technology teams oncomplex business requirements. + Leads multiple business analysis project management processes through planning , quality assurance and… more
- Hantz Group (Midland, 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
- PNC (Lapeer, MI)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor ] within PNC's Investments, you will be based in Clarkston, ... helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf… more
- Bank of America (Lansing, MI)
- Financial Solutions Advisor - Consumer Investments - West Detroit Market Grand Rapids, Michigan;Brighton, Michigan; Lansing, Michigan; West Bloomfield, Michigan ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Comerica (Bloomfield Hills, MI)
- …Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning , cash flow analysis and budgeting, and risk management ... Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor...the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically… more
- Raymond James Financial, Inc. (Southfield, MI)
- …appropriate. + Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain ... understanding of numerical concepts to perform mathematical operations such as report analysis independently while providing guidance and training to others. + Works… 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
- Starfish Family Services, Inc. (Inkster, MI)
- …across the organization. + The CFO will advocate for diverse perspectives in financial planning and decision-making processes, ensuring that financial ... Accountant (CMA) designation is preferred. DUTIES & RESPONSIBILITIES: + Financial Strategy & Planning : + Collaborate with...aligned with the organization's mission. + Prepare and present financial reports and analysis to the Board,… 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
- Ford Motor Company (Dearborn, MI)
- …**In this position ** This critical role will be responsible for all financial planning , budgeting, forecasting, analysis , and reporting activities related ... objectives and modernization goals. **What you'll do ** + ** Financial Planning & Analysis :** +...**Business Partnering & Collaboration:** + Serve as a trusted financial advisor to the CIO and IT… more
- ROUSH (Livonia, MI)
- …role based out of Livonia, MI. Essential Duties and Responsibilities: + Lead the financial planning and analysis function, including evolving the existing ... The Director Finance will act as a trusted business advisor and partner for the Senior and C-Suite leadership...seven years of experience managing a finance team, including financial planning and analysis responsibilities.… more
- KeyBank (Ann Arbor, MI)
- …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
- CBRE (Lansing, MI)
- …in-depth knowledge of financial terms and principles. Reviews complex financial /business analysis and reports prepared by subordinates. Ability to analyze ... Business Development * Evaluates industry and business trends and analyzes financial performance indicators for potential impact on operations and responds with… more
- Dart Container (Mason, MI)
- …Hold the organization accountable for delivering on commitments, KPIs, and value creation Lead Financial Planning & Analysis + Own the Annual Operating Plan, ... a True Business Partner + Serve as a trusted advisor to BU leaders, shaping strategy, spotting risks and...+ Strong financial acumen with expertise in financial modeling, analysis , and performance management. +… more
- Deloitte (Detroit, MI)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... providing tax compliance and consulting services including restructuring, acquisition planning , tax controversy, philanthropic tax planning , unrelated business… more
- NTT America, Inc. (Lansing, MI)
- …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
- Fifth Third Bank, NA (Sterling Heights, MI)
- …provide a positive client experience. + Strong business acumen, to include detailed analysis , review of financial statements and knowledge in advanced accounting ... than $10MM. Assist the business owner in achieving their financial goals by providing smart financial solutions...both personal and business needs. Serve as a trusted advisor for these businesses; collaborate with a team of… more