- Novo Nordisk Inc. (Plainsboro, NJ)
- …and align efforts with the overall planning process; acts as strategic advisor in organization DATA ANALYSIS and INTERORETATION : Employ critical thinking ... and business decision-making is supported by timely, accurate and cost-effective data and analysis . Viewed as a functional expert in this field by internal and… more
- Novo Nordisk Inc. (Plainsboro, NJ)
- …with all areas within NNI Finance including, Financial Transaction Services and Financial Planning & Analysis . Also interacts and consults with Corporate ... maximize your potential with us? The Position Responsible for oversight of financial reporting, general accounting, related internal controls, and establishment of … more
- Cardinal Health (Trenton, NJ)
- …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 (Trenton, NJ)
- **_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 (Trenton, NJ)
- …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
- Santander US (Freehold, NJ)
- Financial Advisor - Centralized, Freehold, NJ Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... **We Want to Talk to You!** **The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives,… more
- Bank of America (Lawrenceville, NJ)
- Financial Solutions Advisor Stage II - Consumer Investments - Mercer County / Princeton NJ Market Hamilton, New Jersey;Windsor, New Jersey; Lawrenceville, New ... met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Bank of America (Lahaska, PA)
- Financial Solutions Advisor - Consumer Investments - Southern Philly Market Doylestown, Pennsylvania;Lahaska, Pennsylvania **Job Description:** At Bank of ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- PNC (Princeton, NJ)
- …helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf ... to contribute to the company's success. As a Wealth Advisor within PNC Investments, you may be based in...**Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis , Customer Engagement, Financial Analysis ,… more
- Deloitte (Princeton, NJ)
- …+ 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
- Raymond James Financial, Inc. (Newtown, PA)
- …opening accounts and updating Client Relationship Management systems. * Develop financial plans leveraging MoneyGuidePro financial planning software. ... or complex to present financial plans with advisor 's clients. * Leverage financial advisor...assigned. **Skills** * Economic and accounting principles and practices, financial markets, banking, and the analysis and… more
- CBRE (Trenton, NJ)
- …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 (Trenton, NJ)
- …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
- Bank of America (Princeton, NJ)
- …* Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor (s) and Advisor Team(s) If Series 7, 63/65 or 66 or ... its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment… more
- Lumen (Trenton, NJ)
- …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
- Zurich NA (Trenton, NJ)
- …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
- Deloitte (Princeton, NJ)
- …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 (Princeton, NJ)
- …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
- Public Consulting Group (Trenton, NJ)
- …enhance the lives of their user base. Services: + Strategy, Architecture, Planning , and Procurement + Business Enablement + Business Solutions + Project Assurance ... meet client needs. The Director is responsible for ensuring the team meets financial and organizational targets while building the strong team necessary to navigate… more
- Deloitte (Princeton, NJ)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... controversy. + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates using state of… more