- Cardinal Health (Providence, RI)
- **_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
- Cardinal Health (Providence, RI)
- **_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
- Cardinal Health (Providence, RI)
- …chain service offering. Responsibilities include month end and mid-month variance analysis and projections to forecast and budget, business case development and ... partner to business operations director(s) + Own monthly results analysis , focused on volume, rate, mix analysis ...results analysis , focused on volume, rate, mix analysis + Build cross functional businesses cases / deal… more
- TD Bank (Worcester, MA)
- …you ready to launch the next bold chapter of your career? As a Financial Advisor , you'll step into a three-year career-launching program, offering a competitive ... and smart investments, this is your moment. As a Financial Advisor you will leverage your experience...which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,… more
- M&T Bank (Worcester, MA)
- …(LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning , Managed Accounts, or insurance experience CFP ... Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing… more
- TD Bank (Keene, NH)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... 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 (Sutton, MA)
- Financial Solutions Advisor - Consumer Investments - Western MA Market Worcester, Massachusetts;Sutton, Massachusetts **Job Description:** At Bank of America, we ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Bank of America (Concord, MA)
- Financial Solutions Advisor - Consumer Investments - Northern MA Market Burlington, Massachusetts;Salem, Massachusetts; Woburn, Massachusetts; Concord, ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- TD Bank (Boston, MA)
- …(ie track record for meeting sales goals) required + Strong credit and financial analysis skills; formal credit training preferred + Proven business development ... **Line of Business:** TD Wealth **Job Description:** The Senior Wealth Lending Advisor is responsible for business development and relationship management on behalf… more
- TIAA (Waltham, MA)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis , Retirement Planning Selling, Sales, TIAA Products/Services… more
- TD Bank (Boston, MA)
- …Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely and effective tax compliance, relationship ... management, and planning for an assigned section of individual tax clients...is conducted and completed. The PCS Senior Income Tax Advisor provides direction on daily work flow and file… more
- Kennedy-Donovan Center (Foxboro, MA)
- …and families with developmental delays, disabilities, or other challenges, is seeking a Financial Planning and Analysis (FP&A) Analyst to join our ... will lead forecasting, budgeting, and financial performance analysis activities, serving as a key advisor ...+ Minimum of 2-5 years of progressive experience in financial planning and analysis , preferably… more
- Humana (Providence, RI)
- …caring community and help us put health first** The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and ... opportunities. Provides business intelligence and strategic planning support for business segments or the company at...segments or the company at large. The Strategy Advancement Advisor works on problems of diverse scope and complexity… more
- Deloitte (Boston, MA)
- …rating models and factors for new product development and product enhancements, profitability analysis and audit support. + Assistance in financial management of ... P&C Actuarial Advisor - Seasonal Position Human Capital Our Human...including Statements of Actuarial Opinion, pricing, mergers and acquisitions, financial modeling, economic capital modeling, enterprise risk management, new… more
- FM (Johnston, RI)
- …risk management skills and support services; tailored risk transfer capabilities; and superior financial strength. To do so, we rely on a dynamic, culturally diverse ... foster credibility and establish a reputation as a trusted partner and advisor with key enterprise stakeholders * Possesses intellectual curiosity and a continuous… more
- Lumen (Providence, RI)
- …finance engagement with the Mid Markets organization. This role will be a trusted advisor supporting the SVP - Mid markets and their leadership team. The overriding ... Provide end-to-end FP&A support for investment decisions / ROI analysis . + Partner with the SVP Mid markets to...other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions… more
- Deloitte (Boston, MA)
- …Enrolled Agent + Alternative Certification: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST ... do: As a Tax Senior in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will be responsible...and state deferred tax balances. Computing tax depreciation for financial forecasts, tax provision, long-range planning , and… more
- Deloitte (Boston, MA)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This...developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation -… more
- Deloitte (Boston, MA)
- …+ 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
- BAE Systems (Nashua, NH)
- …key financial goals. Stakeholder Engagement/Leadership: Act as a key advisor to executive leadership on commercial matters, providing insights on strategic ... is part of the Electronic Systems Sector Strategy and Planning team. In this role you will work closely...delivery to our customers, ensure competitive pricing, and mitigate financial risks. Responsibilities and tasks include, but are not… more