- Citizens (Fort Washington, PA)
- …while intimately focusing on each client's unique circumstances. We're looking for a talented Sr . Financial Planning Advisor as Citizens Private Bank ... Financial Planner role acts as the primary financial planning advisor to a...seasoned Financial Planners will shadow associate and senior planning advisors. Qualifications: + 7+ Years… more
- The Cigna Group (Philadelphia, PA)
- …and customers that help reduce health costs, improve outcomes, provide financial security and measure/forecast business performance. Advanced Supply Analytics & ... Cigna Group's affordability and analytics strategies **This person will be a senior individual contributor who is** **responsible for conducting advanced network &… more
- Deloitte (Philadelphia, PA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning ...have the career for you! What You'll Do Tax senior managers identify complex tax issues and provide tax… more
- Deloitte (Philadelphia, PA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter...career for you! What you'll do As a Tax Senior Manager, you will draw on experience in accounting… more
- Forrester (Philadelphia, PA)
- …and drive strategies that put the customer at the center. As a trusted advisor to business and technology senior executives, you'll build long-term relationships ... extraordinary future. **About This Role:** We're looking for a Senior Account Manager to pursue growth opportunities for our...client engagements. + Work with clients as a trusted advisor to solve problems and challenge their thinking. +… more
- Forrester (Philadelphia, PA)
- …Join us and build an extraordinary future. **About This Role:** As a Senior Account Manager, you will aggressively pursue growth opportunities within a portfolio of ... in the "age of the customer." As a trusted advisor across business and technology C-suite leaders, you will...abilities to strategically sell to and build relationships with senior -level executives, VPs above, and minimally CMOs, CIOs, CTOs,… more
- Deloitte (Philadelphia, PA)
- …the additional business you bring in? We are looking for a sharp, analytical Federal Senior Tax Manager to join the Business Tax Services practice who is ready to ... tax group within Deloitte. What you'll do As a Senior Tax Manager within the Business Tax Services group,...lines of service. + Acting as a trusted business advisor to clients on a variety of issues including… more
- Deloitte (Philadelphia, PA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you...meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to… more
- Deloitte (Philadelphia, PA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Tax Services practice! What You'll Do As a Tax Senior Manager within the Financial Services arm...for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized… more
- The Cigna Group (Philadelphia, PA)
- **POSITION** **SUMMARY** The Pre-Sale Resource Planning Advisor performs the capacity forecasting function for back office operational teams specific to ... GED; Bachelor's degree preferred + 5+ years relevant experience in resource/workforce planning , supply/demand planning , financial /budget planning ,… more
- WTW (Philadelphia, PA)
- …Experience (EX) and Work & Rewards (W&R) Global Finance Partners. The Senior Financial Analyst will serve as a trusted advisor to the North American ... agencies around the world. This role resides in our Financial Planning & Analysis (FP&A) Practice within...identified. **The Role** + Act as a key strategic financial advisor to the North America EX… more
- BAYADA Home Health Care (Pennsauken, NJ)
- …processes. + Acts as a trusted advisor and expert with regard to financial planning and analysis subject matter. + Develops awareness of and familiarity with ... **POSITION SUMMARY:** The Senior Associate is responsible for enterprise financial and operational planning and analysis, evaluation, and report generation… more
- PNC (Philadelphia, PA)
- …an opportunity to contribute to the company's success. As a Business Analysis Advisor within PNC's Regulatory Reporting organization, you can be based in Pittsburgh, ... responsibilities may be performed remotely, at manager's discretion As a Business Analysis Advisor for the Management Reporting team within Control, you will be part… more
- PNC (Philadelphia, PA)
- …opportunity to contribute to the company's success. As a Business Analysis Advisor within PNC's Finance- Control/Regulatory Reporting organization, you can sit in ... and management to implement solutions. . Communicate information to Senior Management. Higher level complexity of projects/responsibilities as assigned. Preferred… more
- PNC (Philadelphia, PA)
- …an opportunity to contribute to the company's success. As a Business Analysis Advisor within PNC's Regulatory organization, you can sit in Pittsburgh, PA; Cleveland, ... requirements, perform testing. * Special projects. * Communicate information to Senior Management. * Internal/External Audit, SOX, and Risk Management compliance.… more
- Federal Reserve System (Philadelphia, PA)
- …banks and bank and savings and loan holding companies, and provides financial services to depository institutions and the federal government. The Federal Reserve ... development, consumer credit and payments, and economic and personal financial education. **Job Description:** **65%** * Conducts independent applied research… more
- Deloitte (Philadelphia, PA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring,"… more
- Deloitte (Philadelphia, PA)
- …+ Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Big 4 or ... largest companies in a variety of industries. Work you'll do: As a Tax Sr Manager, you will analyze and document the complexities around tax credit eligibility,… more
- Merck (West Point, PA)
- …data governance, project management, data visualization and reporting, communication, resource planning , financial analysis, or similar discipline required. + ... **Job Description** **Position Overview:** Under the direction of the Sr . Director, responsible for, but not limited to, the management and delivery of the strategic… more
- Vanguard (Malvern, PA)
- Join Financial Advisor Services (FAS) Marketing as a Senior Marketing Engagement Strategist. In this role you'll work closely with one of our B2B Marketing ... Capability Owners to develop omni-channel journey strategies to reach and attract financial advisors to drive business outcomes. You will work closely with… more