- 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
- Baylor Scott & White Health (Providence, RI)
- **JOB SUMMARY** The Financial Advisor II serves as a... Planning & Budgeting team and provides financial analysis required to support the goals ... specific qualifications and prior experience. **ESSENTIAL FUNCTIONS OF THE ROLE** Provides financial analysis to and serve as support for system leadership,… more
- TD Bank (Cambridge, MA)
- …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 (Fairhaven, MA)
- Financial Solutions Advisor - Rhode Island Market Providence, Rhode Island;Fairhaven, Massachusetts; Johnston, Rhode Island; Providence, Rhode Island **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Providence/ Financial -Solutions- Advisor Rhode-Island-Market\_25036158) **Job Description:** At Bank of… more
- Bank of America (Boston, MA)
- Financial Solutions Advisor - South End Financial Center Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/ Financial -Solutions- Advisor South-End- Financial -Center\_25042462-1) **Job Description:** At… more
- Lumen (Providence, RI)
- …M&A support. The foundational elements of the role are ensuring strategic & financial planning , decision support, defined financial management processes, and ... assessment of operating strategies and results. Being a trusted advisor to drive outcomes in the business is a...team. + Provides accurate and timely historical and projected financial and operational information and analysis to… 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
- Beth Israel Lahey Health (Charlestown, MA)
- …responsible for overseeing all financial operations of the hospital, including financial planning , reporting, analysis , budgeting, capital planning , ... the principal advisor on all aspects of financial operations, strategic financial planning ,...a healthcare or hospital setting. Demonstrated experience in managing financial planning , budgeting, analysis , and… more
- Dana-Farber Cancer Institute (Brookline, MA)
- …the Board of Trustees in developing, monitoring, governing and evaluating Dana-Farber's overall financial health, strategy, planning and analysis during a ... driving change in a complex and highly matrixed organization. Acting as a trusted advisor , the Chief Financial and Business Strategy Officer works closely with… more
- UKG (Providence, RI)
- …UKG solutions, and ensure that value is realized post-sale. The position involves complex analysis of business goals, financial data, and key metrics to optimize ... Presales organization as part of the GTM Strategy & Planning team. This Principal role will partner with Sales...key stakeholders and leadership * Serve as the trusted advisor and go-to-resource for the Customer Value Advisory team… more
- Sonos (Boston, MA)
- …ad hoc analysis and project work. + Collaborate on long-term financial planning efforts and strategic projections for supported functions. What You'll ... Seattle or Santa Barbara office locations. The Commercial FP&A team is seeking a Financial Analyst to support OPEX planning , reporting and to help drive insights… more
- Thrivent Financial (Boston, MA)
- …community events and generosity activities. This position helps prepare you for a financial advisor opportunity through case analysis , exposure to ... plans and analyses. + Gain exposure to MoneyGuidePro, Morningstar and other financial planning software platforms. + Participate in team meetings that include… more
- CVS Health (Boston, MA)
- …strategic evaluation, in-depth analysis , and continuous evolution of the financial planning process - including long-term strategic financials (MYR), annual ... oversee a high-performing team and serve as a key advisor to EPPM executive leadership, influencing financial ...**Success Profile:** + Proven ability to lead complex, enterprise-wide financial planning initiatives with measurable impact. +… more
- Blue Cross Blue Shield of Massachusetts (Boston, MA)
- …Vice President of Finance will oversee and lead a ~70-person team across budget, financial planning and analysis (FP&A), procurement and supplier management, ... enterprise strategy teams, while also serving as a trusted advisor to the CEO and other members of the...long-term planning models. + Lead the end-to-end financial planning and analysis (FP&A)… more
- Humana (Providence, RI)
- …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
- Santander US (Boston, MA)
- …a plus. + Deep understanding of behavioral finance, client segmentation, and financial planning integration. + Proficiency with investment analytics platforms ... Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our… more
- Wellington (Boston, MA)
- …the dots' and v) challenge the status quo. **RESPONSIBILITIES** + Lead the financial planning , budgeting, forecasting, and analysis for the Investment ... and other cross-functional discussions. + Act as a key financial advisor to Portfolio Managers, Heads of...+ Proven track record of leading financial planning processes and delivering high-quality analysis and… more
- CVS Health (Woonsocket, RI)
- …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