- 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)
- **_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
- Atria Wealth Solutions (Marion, IN)
- …relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are you ... positive impact? Do you enjoy educating others? The Licensed Financial Advisor provides expertise on products and... for retirement and investment services. Services include an analysis of current financial picture, assisting with… 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
- PNC (Granger, IN)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC's Investments based in Elkhart, IN. Financial ... helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf… 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
- 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
- Do it Best Corp. (Fort Wayne, IN)
- …strategic growth initiatives. This role requires close collaboration with the Director of Financial Planning and Analysis on budgeting, forecasting, and ... a key advisor to the CFO, providing financial insights that support strategic planning and...financial analysis and reporting. Skills: + Financial Planning & Analysis +… 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. + ... Facilitates decisioning and analysis of all types of credit information to...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