- 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
- Bank of America (Cheshire, CT)
- Financial Solutions Advisor - Consumer Investments - Southern CT. Market Westport, Connecticut;Darien, Connecticut; Southbury, Connecticut; Cheshire, ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… 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
- M&T Bank (West Hartford, CT)
- …current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of ... the client based on the analysis . + Responsible for leading the development of sales...client base .Promote and sell the full array of financial services distributed by the Company to current and… 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
- 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
- Windham Public Schools (Willimantic, CT)
- …and long-term financial and strategic planning + Provide regular financial updates and analysis to the Superintendent + Regularly confers with building ... financial aspects of the organization, including budgeting, financial planning , accounting, and reporting. Further, this...Board of Education. Responsibilities: + Act as the principal financial advisor and strategic partner to the… 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
- Deloitte (Hartford, CT)
- …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