- Cardinal Health (Hartford, CT)
- …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
- TD Bank (Springfield, MA)
- …you ready to launch the next bold chapter of your career? As a Financial Advisor , you'll step into a three-year career-launching program, offering a competitive ... and smart investments, this is your moment. As a Financial Advisor you will leverage your experience...which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,… more
- M&T Bank (Holyoke, MA)
- …(LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning , Managed Accounts, or insurance experience CFP ... Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing… more
- Covr Financial Technologies (Hartford, CT)
- Director of Advisor Channel Sales REPORTS TO: CRO DEPARTMENT: Advisor Sales FLSA STATUS: Exempt TRAVEL: None WORK SCHEDULE: M-F, may need to flex times due to ... advisors and clients to purchase insurance. Through partnerships with top financial institutions and their advisors, Covr's innovative digital platform provides the… more
- TD Bank (Hartford, CT)
- …ability to build and maintain strong and productive working relationships + Financial analysis and general analytical ability, including understanding and some ... with investment concepts + Understanding and some experience with general taxation and financial planning + Critical thinker with flexibility and ability to… more
- Kestra Financial (Avon, CT)
- Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our ... financial planners by conducting in-depth financial analysis , preparing comprehensive financial ...field. + Minimum of 3-5 years of experience in financial planning or a related advisory role.… more
- The Salvation Army (Hartford, CT)
- …lawyers, financial planners, and other professional advisors with gift planning and additional specific financial information. + Implement donor and ... Overview Location: Divisional Headquarters, Advancement Department, Gift Planning Office (Hartford, CT) Status: Full-time Hours Per Week: 35 Schedule: Mon-Fri; 9:00… more
- WM (Windsor, CT)
- …major bid and project reviews, including directing pro forma preparation and financial sensitivity analysis . **III. Supervisory Responsibilities** This job may ... and growth performance. As a key member and strategic advisor to the SBS finance leadership team, this role...Other Knowledge, Skills or Abilities Required + Proficiency in financial statement analysis and economic evaluation. +… more
- Lincoln Financial (Hartford, CT)
- …design, development, and optimization of complex Anaplan models that drive enterprise planning and decision-making. You will play a critical role in expanding the ... systems to ensure data accuracy and consistency. * Serve as a key advisor within the Anaplan Center of Excellence, mentoring model builders and promoting knowledge… more
- CBRE (Hartford, CT)
- …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
- NTT America, Inc. (Hartford, CT)
- …of finance processes, including financial accounting, management accounting, treasury, and financial planning and analysis (FP&A). + In-depth knowledge ... in Finance (FICO), where you'll be at the forefront of revolutionizing financial systems for our clients. This role offers an exhilarating opportunity to… more
- The Cigna Group (Bloomfield, CT)
- The job profile for this position is Business Analytics Advisor , which is a Band 4 Senior Contributor Career Track Role. + **Summary** + Cigna is seeking a highly ... Analytics team as a Provider Contract & Network Underwriting Advisor for the Northeast Market's Team, specializing in physician...Cigna's competitive position in the market. You will use financial models to evaluate the impact of proposed terms… more
- Zurich NA (Hartford, CT)
- …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 (Hartford, CT)
- …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
- CVS Health (Hartford, CT)
- …Consumer Wellness (PCW), the VP, Segment FP&A - PCW will serve as a trusted advisor to the Pharmacy and Consumer Wellness leadership team in support of the front ... partnership with key executives, drive the highest level of analysis and provide actionable insights to aid in strategic...to their direct reports and lead all major end-to-end planning , reporting, and capital investment processes across the PCW… more
- Deloitte (Hartford, CT)
- …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 (Hartford, CT)
- …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 (Hartford, CT)
- …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
- Deloitte (Hartford, CT)
- …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 (Hartford, CT)
- …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