- 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
- Raymond James Financial, Inc. (New Haven, CT)
- …Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an ... trained and skilled to effectively and efficiently perform the Financial Advisor role: + If hired as...abreast of investment products, industry rules and regulations, and financial planning . + Performs other duties and… 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 (Guilford, 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
- 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
- Aston Carter (Middletown, CT)
- …nonprofit financial management. + Proficiency in financial analysis , financial reporting, budgeting, and financial planning . Pay and Benefits The ... internal financial controls, accounting systems, budgeting processes, financial reporting, and strategic financial planning...within the Finance Department. + Serve as the primary financial advisor to executive leadership on all… 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
- Deloitte (Hartford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... controversy. + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates using state of… 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 + ... management clients. You will identify complex tax issues and provide tax analysis for a variety of entities and their affiliates. Responsibilities will include:… 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