- Cardinal Health (Providence, RI)
- **_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
- FranklinCovey (Providence, RI)
- …schools and institutions. To learn more, visit franklincovey.com. **Title:** Vice President, Financial Planning & Analysis (FP&A) **Payroll Title:** VP, ... Financial Planning & Analysis **Division & Department:** Corporate **Status:** Full-Time Exempt **Reports...advisor to the CEO, CFO, and Board on financial matters ** Financial Reporting, Planning ,… 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 (North Attleboro, MA)
- Financial Solutions Advisor - North Attleboro Financial Center North Attleboro, Massachusetts **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/North-Attleboro/ Financial -Solutions- Advisor North-Attleboro- Financial -Center\_25040588-2) **Job Description:** At… more
- Bank of America (Providence, RI)
- Financial Solutions Advisor - Rhode Island Market Providence, Rhode Island;Johnston, Rhode Island; Providence, Rhode Island **To proceed with your application, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Providence/ Financial -Solutions- Advisor Rhode-Island-Market\_25036158) **Job Description:** At Bank of… more
- Deloitte (Boston, MA)
- …on October 31, 2025. Work you'll do:As a Deloitte Consulting Health Actuary Advisor in Deloitte Human Capital, you will provide technical and analytical support in ... liabilities for compliance with applicable regulatory requirements. + Coordination of planning , managing execution, and delegation of project tasks to ensure quality… more
- M&T Bank (Boston, MA)
- …of wealth management including, but not limited to, investment management, trusts, and financial planning + Expert knowledge of, and proven success with, complex ... and HNW clients. Utilize working knowledge of investment management solutions and planning concepts associated with HNW and UHNW clients to identify opportunities… more
- Cardinal Health (Providence, RI)
- …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
- 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
- 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
- CVS Health (Woonsocket, RI)
- … planning . **Required Qualifications:** + 15+ years of progressive experience in financial planning & analysis (FP&A), corporate finance, or related ... in investment and budget needs. This role sets strategic direction, drives financial planning excellence, and ensures alignment with enterprise goals. The… 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
- Pearson (Boston, MA)
- …**Key responsibilities:** _Financial Planning & Analysis_ + Lead financial planning , budgeting, and forecasting for Clinical Assessments' Technology ... Accounting, or related field (Master's preferred). + Demonstrable experience in business financial analysis or relevant finance roles. + Strong financial… 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
- Wellington (Boston, MA)
- …the dots' and v) challenge the status quo. **RESPONSIBILITIES** + Lead the financial planning , budgeting, forecasting, and analysis for the Investment ... and other cross-functional discussions. + Act as a key financial advisor to Portfolio Managers, Heads of...+ Proven track record of leading financial planning processes and delivering high-quality analysis and… more
- Raymond James Financial, Inc. (Boston, MA)
- …are addressed. * Incorporate needs, wants and goals from different prospects for financial advisor practices into marketing and sales strategies. * Gather ... a minimum of two (2) years of experience in marketing or sales in a financial planning , investment management or other financial services environment. * OR… more