- Stony Brook University (Stony Brook, NY)
- …assistance including one-to-one client counseling in the area of business plan development, financial analysis and planning , market research and marketing ... Business Advisor **Required Qualifications (as evidenced by an attached...small business advisory services, including one-to-one counseling in business planning , financial statement preparation, record-keeping systems, and… 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
- TD Bank (Medford, NY)
- …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 (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
- KeyBank (Norwalk, CT)
- …and responsibilities of the bank and to provide well-coordinated estate, tax, and financial planning alternatives to meet client's needs. + Facilitate the ... and independently with clients and families with a broad array of estate and financial planning issues which often arise with UHNW clients (including but not… more
- The Cigna Group (Bloomfield, CT)
- The Third-Party Management (TPM) Advisor is responsible for conducting activities associated with governance, vendor and risk management, portfolio administration, ... (Print & Distribution) as well as Artificial Intelligence (AI) initiatives. The TPM Advisor is required to coordinate across these domains to ensure consistency with… more
- M&T Bank (Fairfield, 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)
- …proposal analysis . Familiarity with contracts, strong analytical abilities, and financial expertise are preferred. This resource must have experience in dealing ... **OVERVIEW** The Third Party Management Advisor , is a supplier management professional, project manager and accountable for the assigned supplier governance… more
- The Cigna Group (Bloomfield, CT)
- …with relational database concepts and reporting with strong preference for backgrounds with financial and utilization analysis + BS degree in MIS, Engineering, ... for development, assessment, monitoring, and execution phases of the data analysis process. + Provide comprehensive consultation to business partners throughout the… more
- M&T Bank (Hauppauge, NY)
- …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
- 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
- Nuvance Health (Danbury, CT)
- …will support the pursuit of excellence in care coordination, discharge planning , resource stewardship, and regulatory compliance, ultimately contributing to improved ... *Essential Responsibilities * * *Strategic Leadership & Vision:* * *Strategic Planning :* Develop and implement a comprehensive, patient-centric vision and strategy… more
- Humana (Hartford, CT)
- …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 (Hartford, CT)
- …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
- The Hartford (Hartford, CT)
- Consultant Bus Data Analysis - GA08BE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... Workers Compensation Business Consultant to join the Regulatory Reporting Workers Compensation Financial Call Team. This role will be focused on providing business… more
- Aston Carter (Middletown, CT)
- …nonprofit financial management. + Proficiency in financial analysis , financial reporting, budgeting, and financial planning . Job Type & Location ... 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
- Travelers Insurance Company (Hartford, CT)
- …leading a portfolio of assigned strategic initiatives, the position will be an advisor and at times lead on many Enterprise initiatives. Operational: + Lead ... business partners, and senior leaders. + Skilled at tailoring communication of analysis , project results, and other business initiatives to audience. + Skilled at… more
- Deloitte (Hartford, CT)
- …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
- 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
