- Cardinal Health (Dover, DE)
- …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
- PNC (DE)
- …an opportunity to contribute to the company's success. As a Business Experience Planning & Administrator Advisor Senior within PNC's Retail Lending organization, ... Detail, Analytical Thinking, Business Process Design, Data Gathering and Analysis , Effective Communications, Influencing, Planning : Tactical, Strategic, Problem… more
- M&T Bank (Georgetown, DE)
- …(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
- M&T Bank (Bear, DE)
- …Bank customers for the high net worth segment, utilizing experts in Financial Planning , Carriers, Wholesalers in Insurance and Managed Accounts. Utilize ... partnerships in Retail, Business Banking and Wealth to increase referrals. + Provide financial planning services by advising the customer on the advantages and… more
- PNC (Wilmington, DE)
- …helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf ... position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis , Customer Engagement, Financial Analysis , Financial… more
- M&T Bank (Wilmington, DE)
- …relevant experience Certified Financial Planner (CFP(R)), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered ... on high overall satisfaction and retention. Manage client relationships and ongoing needs analysis for UHNW customers with over $50 mm in investible assets. +… more
- JPMorgan Chase (Wilmington, DE)
- …of wealth management advisor tools, including advisor desktop and planning applications + Proven experience in financial planning , wealth management, ... and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate on the...organizations. As a Senior Product Associate on the Retirement Planning Experience & Platform team, you contribute to the… more
- Sodexo (Newark, DE)
- …The Finance Director will support operational excellence through effective financial planning , real-time performance tracking, and data-driven decision-making. ... financial reporting and strategic updates. + Lead financial planning , forecasting, and reporting for the..., or related sectors. + Strong expertise in budgeting, financial modeling, analysis , and dashboard reporting. +… more
- CBRE (Dover, DE)
- …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
- Lumen (Dover, DE)
- …alignment on objectives, tracking progress, and driving accountability for deliverables. + Financial Analysis to Ensure Long Term Profitable Growth: Lead and ... Finance organization, you will report to the SVP, Enterprise Planning and play a critical role in supporting the...the commercial business. This position will be a trusted advisor to business leaders and finance teams to ensure… more
- Zurich NA (Dover, DE)
- …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
- City National Bank (Wilmington, DE)
- …in the risk-rating of quantitative models. Performs validation of quantitative financial or operational models according to a risk-based schedule and prepares ... to identify current and/or emerging risks. * Acts as an internal advisor /partner to Bank business units regarding risk management matters (eg model requirements,… more
- City National Bank (Wilmington, DE)
- …Management help clients strategically plan and invest so that every part of their financial life is working in harmony toward their long-term goals. * Review and ... not limited to 1LOD output of risk identification assessments and scenario analysis , Risk and Control Self Assessments (RCSA's), Key Risk Indicators (KRI's),… more
- Public Consulting Group (Dover, DE)
- …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
- Highmark Health (Dover, DE)
- …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
- Confluent (Dover, DE)
- …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