- Cardinal Health (Salt Lake City, UT)
- …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 (Salt Lake City, UT)
- **_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 (Salt Lake City, UT)
- …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
- Bank of America (West Jordan, UT)
- Financial Solutions Advisor - Consumer Investments - Utah South Market - Bilingual, Spanish Preferred Taylorsville, Utah;Highland, Utah; West Jordan, Utah **Job ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Bank of America (Highland, UT)
- Financial Solutions Advisor - Consumer Investments - Lindon Financial Center Highland, Utah **Job Description:** At Bank of America, we are guided by a ... met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Zions Bancorporation (Salt Lake City, UT)
- …clients. + Demonstrated client management and some related sales experience providing financial planning services. + Solid computing skills that include working ... Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of...the opportunity. We are currently seeking a Centralized Wealth Advisor to join our team to work with clients… more
- Deloitte (Salt Lake City, UT)
- …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
- Wells Fargo (Salt Lake City, UT)
- …Careers at Wells Fargo (wellsfargojobs.com) **In this role, you will:** + Spearhead financial analysis and due diligence around UHNW sponsors; distill complex ... peer mentor + Partner with Custom Credit Banker and Financial Advisor to provide guidance on due...knowledge of financial accounting theory and logic, financial statement analysis , loan structuring and commercial… more
- CBRE (Salt Lake City, UT)
- …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 (Salt Lake City, UT)
- …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 (Salt Lake City, UT)
- …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
- WSP USA (South Jordan, UT)
- …as key staff on pursuits: project manager, deputy project manager, design lead, advisor , etc. + Assist in the process of procuring contracts with preferred ... responsibility for project management responsibilities, including oversight of project financial performance, adherence to project management and quality control… more
- Zurich NA (Salt Lake City, UT)
- …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 (Salt Lake City, UT)
- …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 (Salt Lake City, UT)
- …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 (Salt Lake City, UT)
- …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
- BMO Financial Group (Salt Lake City, UT)
- …or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... competitors, client needs and business growth opportunities. + Conducts independent analysis and assessment to resolve strategic issues. + Develops the business… more
- Deloitte (Salt Lake City, UT)
- …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
- Highmark Health (Salt Lake City, UT)
- …and prospects, serving as a clinical subject matter expert (SME) and trusted advisor . Provide a value proposition that demonstrates clinical and financial value ... of the company's products and services. + Contribute to Strategic Planning & Process Improvement: Actively participate in departmental strategic planning , goal… more
- Deloitte (Salt Lake City, UT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates. + Managing engagement… more