- Cardinal Health (Olympia, WA)
- **_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 (Olympia, WA)
- **_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
- Navy Federal Credit Union (Lacey, WA)
- …volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. ... Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software + Understanding of economic and accounting… more
- Bank of America (Bonney Lake, WA)
- Financial Solutions Advisor - South Puget Sound Area Bellevue, Washington;Tacoma, Washington; Tacoma, Washington; Lacey, Washington; Des Moines, Washington; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Bellevue/ Financial -Solutions- Advisor South-Puget-Sound-Area\_25036815) **Job Description:** Please Note that… more
- Bank of America (Seattle, WA)
- Financial Solutions Advisor - Seattle North Area Shoreline, Washington;Lynnwood, Washington; Seattle, Washington; Seattle, Washington; Seattle, Washington; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Shoreline/ Financial -Solutions- Advisor --Seattle-North-Area\_25040088) **Job Description:** Please Note that this… more
- Humana (Olympia, WA)
- …and produce recommendations and plans based on company and external data analysis . The Advisor collaborates with subject matter experts across provider, ... caring community and help us put health first** The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and… more
- Indeed (Seattle, WA)
- …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 (Olympia, WA)
- …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 (Seattle, WA)
- …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
- Columbia Bank (Tacoma, WA)
- …required. + 5+ yearsof relevant wealth planning experience. Some experience as a Financial Advisor is required. + Series 7, 65 or 66, required and Insurance ... client. Works with Wealth Advisors to increase use of financial planning methodologies within their practice. +... planning . + Works on complex problems where analysis of financial and tax situations or… more
- Amazon (Seattle, WA)
- …Finance, Accounting, Business, or related field; MBA or CPA preferred * 5+ years of financial planning and analysis experience, with at least 2 years ... negotiate and manage vendor contracts * Support marketing leadership with ad-hoc financial analysis for strategic decision-making * Develop dashboards to… more
- University of Washington (Seattle, WA)
- …Finance, Planning , and Budgeting (FPB) encompasses the major central financial , planning , analytical, and budgeting functions for the University of ... and maintaining the data and software systems that power the University's financial modeling, planning , and reporting environments. The position applies advanced… more
- University of Washington (Seattle, WA)
- …Oversight of Budget Operations** + Lead UW's budget operations to ensure financial planning , resource allocation, and policy align with institutional priorities ... advisor to senior leadership on complex and sensitive financial issues **Institutional Leadership Continuity** + Ensure continuity of...related field, and 6 + years of experience in financial planning , budgeting, or resource management in… more
- Providence (Renton, WA)
- …Role:** As the Executive Finance Director at Providence, you'll be a pivotal advisor to our leadership team, spearheading the transformation of our labor and ... in Seattle, you will collaborate with key decision-makers to influence financial performance and shape organizational standards. Your leadership will drive projects… more
- PNC (Seattle, WA)
- … financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG draws individuals ... client solutions and strategies, including lending, investment management, estate/retirement planning and trust administration. PNC Private Bank takes a team… more
- Thrivent Financial (Auburn, WA)
- …The Director of Investment Operations reports to and is employed/contracted by the Financial Advisor . Thrivent Investment Management Inc. is the sponsor for ... include management of team members, oversight of processes, preparation of financial plans, investment research and analysis , and coordination of… more
- KeyBank (Seattle, WA)
- …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
- Deloitte (Seattle, WA)
- …and optimization for multi-functional or single-function entities + Strong financial modeling/ analysis and business case development experience, with ... Global Business Services (GBS) team serves as a trusted advisor and thought partner to CFOs, CAOs and other...and core business functions, with the goal to enhance financial and operational performance, manage financial and… more
- Evolent (Olympia, WA)
- …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
- Deloitte (Seattle, WA)
- …implementation, and optimization for multi-functional or single-function entities + Proven financial modeling/ analysis and business case development skills, with ... Global Business Services (GBS) team serves as a trusted advisor and thought partner to CFOs, CAOs and other...and core business functions, with the goal to enhance financial and operational performance, manage financial and… more