- Cardinal Health (Indianapolis, IN)
- …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
- Cardinal Health (Indianapolis, IN)
- **_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 (Indianapolis, IN)
- …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
- Raymond James Financial, Inc. (Greenwood, IN)
- …Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an ... trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as...abreast of investment products, industry rules and regulations, and financial planning . * Performs other duties and… more
- Bank of America (Indianapolis, IN)
- Financial Solutions Advisor - Consumer Investments - Indianapolis Market Indianapolis, Indiana;Indianapolis, Indiana; Speedway, Indiana **Job Description:** At ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- PNC (Greenwood, IN)
- …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
- Elevance Health (Indianapolis, IN)
- **Cybersecurity Engineer-ZTNA, SASE, CASB (Information Security Advisor )** **L** **ocation:** This role requires associates to be in-office 1 day per week, fostering ... St. Louis, MO. The **Cybersecurity Engineer-ZTNA, SASE, CASB (Information Security Advisor )** will support the implementation and management of our Zero-Trust… more
- BP Americas, Inc. (Indianapolis, IN)
- …Family Group:** Engineering Group **Job Description:** **Introduction** The Maintenance Advisor is responsible for completing the Retail Maintenance Strategy for ... lease, with scope of responsibility dependent upon the CoT (class of trade). The Advisor is encouraged to provide support for Site Operators by handling the SLAs of… more
- BMO Financial Group (Indianapolis, IN)
- …delivery of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter ... and recommends enhancements; makes changes as required. + Uses an advisory-based financial planning approach to manage opportunities and relationships. +… more
- Lilly (Indianapolis, IN)
- …management systems, specifically SAP, Oracle Unifier, Primavera P6, Primavera Risk Analysis , CrystalBall, etc). + Advanced understanding in financial concepts ... Non-Lilly professionals, working to safely achieve project objectives from front-end planning (conceptual design) in a Brownfield or Greenfield site through… more
- Bank of America (Indianapolis, IN)
- …Management + Client Solutions Advisory + Financial Analysis + Financial Forecasting and Modeling + Wealth Planning **Required Qualifications:** + Series ... Growth Practice (EGP) Private Wealth Investment Specialist** isresponsible for defining the Financial Advisor (s) and/or Advisor Team(s) overall investment… more
- Bank of America (Indianapolis, IN)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- KeyBank (Indianapolis, IN)
- …a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- CBRE (Indianapolis, IN)
- …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
- BMO Financial Group (Indianapolis, IN)
- …and trends to inform decision-making. + Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies ... worth clients with an objective of becoming their trusted advisor . + Leads a deal team to meet client...using a consultative approach in customer conversations. + Applies financial planning skills and concepts against each… more
- Evolent (Indianapolis, IN)
- …with Operations Finance, Client Finance, Talent, and other teams to align financial planning with business execution. * Synthesize complex financial ... part of a centralized corporate FP&A team focused on financial intelligence, analysis , and forecasting, with a...stakeholders at all levels. * Act as a strategic advisor , building trusted relationships with business leaders and providing… more
- BMO Financial Group (Indianapolis, IN)
- …analysts by aligning tasks with departmental goals and objectives. + Provides accurate financial analysis and risk assessment of new and existing customers. + ... sustainable future, and an inclusive society. Facilitates decisioning and analysis of all types of credit information to support...are met or exceeded. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to… more
- Deloitte (Indianapolis, IN)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... providing tax compliance and consulting services including restructuring, acquisition planning , tax controversy, philanthropic tax planning , unrelated business… more
- Lumen (Indianapolis, IN)
- …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
- Lilly (Indianapolis, IN)
- …value ranging from $100 million to over $1 billion. + Partners with the planning and scheduling advisor to prepare accurate milestone and CPM project schedules. ... on the development of cost opinions and project schedules for strategic facilities planning and profiles. Expected to be 20-40 projects per year, with capital… more