- Cardinal Health (Boston, MA)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... financial systems and safeguards the organization's assets. Financial Planning & Analysis provides...a strategic advisor to senior leadership on financial performance, planning , and decision-making. + Oversee… more
- Cardinal Health (Boston, MA)
- **_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
- TD Bank (Shrewsbury, MA)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients ... to inform, educate and advise clients, with respect to financial analysis , financial markets, ...Scope:** + Serves as the primary relationship manager and financial advisor for TD Wealth clients with… more
- TD Bank (Shrewsbury, MA)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... financial advisors or planners who will be providing financial planning guidance & selling investment management...which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,… more
- TD Bank (Boston, MA)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable ... financial advisors or planners who will be providing financial planning guidance & selling investment management...which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,… more
- Bank of America (Milford, MA)
- Financial Solutions Advisor - Western MA Market Milford, Massachusetts;Marlborough, Massachusetts; Bellingham, Massachusetts **To proceed with your application, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Milford/ Financial -Solutions- Advisor Western-MA-Market\_25039294) **Job Description:** At Bank of… more
- Bank of America (Ashland, MA)
- Financial Solutions Advisor - Ashland Financial Center Ashland, Massachusetts **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Ashland/ Financial -Solutions- Advisor Ashland- Financial -Center\_25041537-2) **Job Description:** At… more
- Indeed (Boston, MA)
- …Build and promote scenario analysis frameworks that enable proactive planning . + **Insight & Storytelling:** Translate financial results and forecasts ... accountable for delivering forward-looking insights, driver-based models, and clear financial narratives that shape strategic outcomes and resource allocation.… more
- Cardinal Health (Boston, MA)
- …risk assessments and developing mitigation strategies. + Familiarity with integration planning and execution in M&A environments. + Excellent analytical and ... + M&A due diligence processes + Cost estimation and financial modeling + Regulatory compliance (eg, GDPR, HIPAA, SOX)...Project management tools (eg, Jira, MS Project) + Data analysis and reporting (Excel, Power BI) **_Soft Skills:_** +… more
- Deloitte (Boston, MA)
- …Enrolled Agent + Alternative Certification: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST ... do: As a Tax Senior in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will be responsible...and state deferred tax balances. Computing tax depreciation for financial forecasts, tax provision, long-range planning , and… more
- Deloitte (Boston, MA)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This...developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation -… more
- Deloitte (Boston, MA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... federal and state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning , and cash-tax planning… more
- Sonos (Boston, MA)
- …ad hoc analysis and project work. + Collaborate on long-term financial planning efforts and strategic projections for supported functions. What You'll ... distance of our Boston office locations. The Commercial FP&A team is seeking a Financial Analyst to support OPEX planning , reporting and to help drive insights… more
- Microsoft Corporation (Boston, MA)
- The **Strategic Account Technology Strategist - Financial Services** Provides technology guidance to clients, and orchestrates the interaction between clients and ... the strategic value of Microsoft solutions. Acts as a trusted technology advisor both internally and externally to integrate Microsoft technology in the customer's… more
- Thrivent Financial (Boston, MA)
- …community events and generosity activities. This position helps prepare you for a financial advisor opportunity through case analysis , exposure to ... plans and analyses. + Gain exposure to MoneyGuidePro, Morningstar and other financial planning software platforms. + Participate in team meetings that include… more
- Staples (Framingham, MA)
- …partners with every area of the business to drive results and provide financial expertise. We are passionate about analyzing and interpreting information to assess ... guidance. Our team serves as a true partner and advisor to all our business leaders; working with them...manipulating and synthesizing large data sets that provide insightful analysis in support of the business. + Serve as… more
- Blue Cross Blue Shield of Massachusetts (Boston, MA)
- …Vice President of Finance will oversee and lead a ~70-person team across budget, financial planning and analysis (FP&A), procurement and supplier management, ... enterprise strategy teams, while also serving as a trusted advisor to the CEO and other members of the...long-term planning models. + Lead the end-to-end financial planning and analysis (FP&A)… more
- Main Street Bank (Marlborough, MA)
- …full employee life cycle. Working with managers and employees serves as a trusted advisor by supporting and providing leadership and expertise in a variety of human ... manual work where possible. + Serve as a trusted advisor to employees and managers acting as a neutral...PFML and/or FMLA to employees. + Lead open enrollment planning and process, including renewals planning , vendor… more
- Tiffany & Co. (Cumberland, RI)
- …partner. + Integrate financial and operational data to enable advanced planning , forecasting, and scenario-based "what-if" analysis . + Lead a high-performing ... priorities to support business growth and cost optimization. + Oversee financial planning , forecasting, and budgeting activities to support strategic… more
- Sensata Technologies, Inc. (Attleboro, MA)
- …closely with senior leadership, the VP provides actionable insights through in-depth financial analysis , scenario planning , and risk assessment. The ... a critical leadership role in shaping the long term planning & financial strategy at Sensata. This...Chief Financial Officer. + Serve as a financial advisor to the CEO and executive… more