- Cardinal Health (Boston, MA)
- **_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 (Shrewsbury, MA)
- …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
- 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
- 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
- Bank of America (Cambridge, MA)
- Financial Solutions Advisor - Consumer Investments- Boston North Market Cambridge, Massachusetts;Cohasset, Massachusetts **Job Description:** At Bank of America, ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… 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
- The Cigna Group (Newton, MA)
- …LifeSource Transplant Analytics team as a Provider Contract & Network Underwriting Advisor . In this role, you will assist contractors in creating network solutions ... Cigna's competitive position in the market. You will use financial models to evaluate the impact of proposed terms...with a provider + Independently and effectively manage the planning process and drive the plan to meet overall… 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
- Robert Half Finance & Accounting (Boston, MA)
- …annual budgeting process and long-term financial planning + Monitor financial performance and provide timely analysis and reporting + Collaborate with ... Financial Management & Strategy + Lead the organization's financial strategy, planning , and analysis ...Leadership & Board Engagement + Serve as a key advisor to the CEO and Board Finance Committee +… more
- Deloitte (Boston, MA)
- …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 (Boston, MA)
- …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
- Boston University (Boston, MA)
- …the senior fiscal and administrative officer for the college and as the principal financial advisor to the Dean. The Associate Dean leads operational management ... and external stakeholders at all levels. + Demonstrated experience in organization analysis and strategic planning and commitment to continuous improvement. +… more
- Advocates (Framingham, MA)
- …line leadership team, the Service Line Controller will play a leadership role in financial planning , analysis , and reporting for a specific service line, ... in achieving strategic fiscal objectives. 2. Serve as a financial advisor , contributing to decision-making processes and...for the service line, working in collaboration with the Financial Planning & Analysis (FP&A)… more
- Massachusetts Port Authority (East Boston, MA)
- …* Deferred Compensation Plan (457b) with employer match * SMART Plan retirement plan advisor / financial planning * Discounted MBTA passes * Public service ... adept at transforming complex data into actionable insights. With expertise in financial modeling, business intelligence, and industry analysis , you assess… more
- Tufts Medicine (Burlington, MA)
- …also requires extensive expertise in funds flow management, reimbursement models, and financial planning for physician services, and works closely with research ... experience. 3. Progressive experience in the role of trusted advisor and financial steward to leadership on...Summary** This role focuses on performing a variety of financial activities, including accounting, financial analysis… more
- Citizens (Boston, MA)
- …bank's Operational Event Loss Data Management Program, Ops Risk Capital Allocation Planning and Scenario Analysis Program. The role involves identifying, ... the bank's Operational Event Loss Data Management Program, Ops Risk Capital Allocation Planning and Scenario Analysis Program to include driving industry best… more
- State of Massachusetts (Boston, MA)
- …organizations, and development partners to provide affordable housing options, financial assistance, and other support to Massachusetts communities. *_OVERVIEW OF ... Senior Policy Manager in the Secretary's office will conductpolicy and programmatic analysis and make recommendations on these matters to Director of Policy… more