- Cardinal Health (Annapolis, MD)
- …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 (Annapolis, MD)
- **_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 (Annapolis, MD)
- **_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 (Annapolis, MD)
- …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
- PNC (Severna Park, MD)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in either Severna ... helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf… more
- Kestra Financial (Baltimore, MD)
- …. Bachelor's degree, preferably with a GPA above 3.3. . Proficiency in financial planning software (eMoney, Money Guide Pro, Morningstar). . Experience with ... advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative,… more
- Bank of America (Glen Burnie, MD)
- Financial Solutions Advisor - Consumer Investments - Chesapeake Market (Howard County, MD) Ellicott City, Maryland;Columbia, Maryland; Columbia, Maryland; Glen ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Truist (Baltimore, MD)
- … financial planning analysis . Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and… more
- TIAA (Baltimore, MD)
- …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
- CACI International (Aberdeen Proving Ground, MD)
- MTT UAS Advisor /Trainer Job Category: Intelligence Time Type: Full time Minimum Clearance Required to Start: Secret Employee Type: Regular-Rotational Traveler ... platforms and supporting systems to gather intelligence for mission planning , mission sensor/payload operations, launching, remotely piloting, and recovering remote… more
- Florida Crystals Corporation (Baltimore, MD)
- …OVERVIEW The FP&A Sales Analytics Analyst will play two critical roles within ASR's Financial Planning & Analysis (FP&A) team. As the business partner ... this level to complete certifications in Lean Six Sigma, financial planning platforms (eg, SAP, Power BI),...and categories to inform decision outcomes + Serve as financial advisor to ASR's Chief Scientist &… more
- Bank of America (Hunt Valley, MD)
- …Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration ... its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment… more
- CBRE (Annapolis, MD)
- …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
- Evolent (Annapolis, MD)
- …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
- Lumen (Annapolis, MD)
- …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
- Trellix (Columbia, MD)
- …Trellix is supporting a critical US Public Sector customer in the planning , deployment, migration, operation, and sustainment of key network security systems ... focusing on cyber defense along with experience performing incident analysis , developing defensive capabilities, and designing and implementing security solutions.… more
- Zurich NA (Annapolis, MD)
- …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
- Anywhere Real Estate (Baltimore, MD)
- …Methodologies** : Familiarity with agile methodologies and project management tools. + ** Financial Analysis :** Strong understanding of financial analysis ... as a 'SWAT team' on prioritized projects. **Key Responsibilities:** + **Strategic Planning :** Develop and execute strategic plans to drive corporate strategy and… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- Deloitte (Baltimore, MD)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.… more