- Cardinal Health (Richmond, VA)
- …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
- Bank of America (Richmond, VA)
- Financial Solutions Advisor - Consumer Investments - Virginia Beach Market Williamsburg, Virginia;Richmond, Virginia; Williamsburg, Virginia; Midlothian, ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Deloitte (Richmond, VA)
- …+ 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
- Brink's (Richmond, VA)
- …and complete transactions. + Work closely with senior leadership, the Corporate Development and Financial Planning & Analysis teams to prepare key materials ... Brink's global footprint. Specific to transactional activities, the role will require financial modeling, valuation analysis and market research in support of… more
- Truist (Richmond, VA)
- … financial planning analysis . Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... complex tasks related to relationship building as well as banking, investments, insurance, financial planning , and trust and fiduciary services. Commits to an… more
- CBRE (Richmond, VA)
- …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
- NTT America, Inc. (Richmond, VA)
- …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
- Zurich NA (Richmond, VA)
- …complex ideas, data-driven insights, and strategic recommendations. + Conduct ongoing analysis of competitors, market trends, and financial statements to ... execute multiple assigned projects to support strategic initiatives and operational planning and support the leadership in developing long-term business, … more
- Deloitte (Richmond, VA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- Deloitte (Richmond, VA)
- …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
- Public Consulting Group (Richmond, VA)
- …enhance the lives of their user base. Services: + Strategy, Architecture, Planning , and Procurement + Business Enablement + Business Solutions + Project Assurance ... meet client needs. The Director is responsible for ensuring the team meets financial and organizational targets while building the strong team necessary to navigate… more
- Deloitte (Richmond, VA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- Highmark Health (Richmond, VA)
- …and prospects, serving as a clinical subject matter expert (SME) and trusted advisor . Provide a value proposition that demonstrates clinical and financial value ... of the company's products and services. + Contribute to Strategic Planning & Process Improvement: Actively participate in departmental strategic planning , goal… more
- Deloitte (Richmond, VA)
- …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
- Confluent (Richmond, VA)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... Proactively support customers through technical lifecycle activities such as architecture planning , cluster & security design, monitoring & automation; review &… more