1,656 Results for

Financial Consultant Jobs in Trinity, NY

Jobs

Oracle Cloud ERP Techno-Functional Consultant MDMS Recruiting LLC

Queens, NY

$70–$100 / hour
Contractor
Quick Apply

This role supports an Oracle Fusion Cloud environment and is responsible for both functional configuration and technical analysis across Financials, Procurement, and Projects modules. Long term W2 contract role for an Oracle Cloud ERP Techno-Functional Consultant (~60/40 split) to join the technology team.

29 days ago

Product Manager Consultant Cortracker Inc

Jersey City, NJ

$70–$75 / hour
Contractor
Quick Apply

Candidate Submission Expectations: The vendor should provide examples of comparable product-management engagements and summarize the candidate’s direct experience defining complex business flows, writing implementation-ready user stories, using Figma, JIRA, Confluence, and Smartsheet, partnering with development and test engineering teams, and supporting product reviews and acceptance. Expected Deliverables: Documented current-state and future-state business flows; well-defined epics, features, user stories, business rules, and acceptance criteria; reviewed wireframes or prototypes; maintained requirements and decision documentation; a prioritized and delivery-ready backlog; product-review materials and feedback records; and timely clarification and acceptance support throughout development and testing.

10 days ago

Senior Financial Advisor / Private Wealth Advisor Jobot

New York, NY

$250,000–$750,000 / year
Quick Apply

Unlike traditional organizations driven by aggressive expansion or short-term production goals, this firm takes a thoughtful approach to growth, focusing on experienced advisors and successful teams who value independence, collaboration, and the opportunity to build something meaningful over time. As the organization continues expanding its national presence, we are interested in connecting with established Financial Advisors, Private Wealth Advisors, and Wealth Management Teams who may be curious about opportunities for greater autonomy, resources, and long-term career growth.

4 days ago

New Home Consultant Lennar Corporation

South Brunswick, NJ

Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. May require the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.

13 days ago

Director Financial Disbursements and Process Optimization Daiichi Sankyo, Inc.

Basking Ridge, NJ

$184,240–$276,360 / year
Full time

Global Collaboration / Relationship Management Be accountable for the cross-functional service line collaboration with GloBuS, the US business functions, local Finance and business staff, Global functions, and other stakeholders often at high levels; be responsible for functional coordination of business scope or projects; constructively share information and expertise within GloBuS teams and with other stakeholders; liaise with regional and global GloBuS senior management. This role is primarily responsible to build, stabilize, lead and develop the complete GloBuS USSC service line scope to ensure the performance & delivery of all services related to the end-to-end P2P process in a high quality and in an exhaustive, efficient, timely and fully compliant manner.

21 days ago

Corporate Vice President, Advanced Planning Consultant New York Life Insurance Company

New York, NY

$140,000–$200,000 / year

This role drives large-case production through advanced sales strategies, estate planning, and premium finance solutions by delivering targeted agent engagement, hands-on client-facing support, and comprehensive training for agents and field leadership. In this role, you will support and enable our agents by delivering expertise, training, and premium finance solutions that drive growth, production, and long-term success across the enterprise.

30+ days ago

Senior Counterparty Credit Risk Consultant - Hybrid Genesis10

New York, NY

$95–$105 / hour
Temporary
Contractor
Full time
Quick Apply

Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. The ideal candidate will possess strong quantitative acumen, the ability to interpret exposure model outputs, and the skill to translate complex risk analytics into clear narratives for senior management.

8 days ago

Tax Manager - Consultant CFS

Greenwich, CT

$70–$80 / hour

This role will focus on partnership tax and asset management-related tax functions, working closely with internal stakeholders and external advisors. The ideal candidate will have strong tax experience within asset management and be comfortable working in a collaborative, in-office environment.

30+ days ago

Medical Coding Consultant - On-Site BMS Family Health and Wellness Centers

brooklyn, NY

$25–$33 / hour

You will serve as a key liaison between operational billing staff and the coding technology vendor, helping identify opportunities to improve coding accuracy, accelerate claims processing, reduce claim holds and coding-related denials, and strengthen overall revenue cycle performance. In this role, you’ll work at the intersection of medical coding, revenue cycle operations, technology, and artificial intelligence , partnering with internal billing teams and the XpertDox technology team to improve accuracy, efficiency, and claim performance.

1 day ago

Sales Consultant Mattress Warehouse

Old Bridge Township, NJ

Comprehensive Benefits: We care about our employees' well-being, offering a variety of insurance coverage for every budget, covering medical, dental, vision, short/long-term disability, basic life and AD&D insurance, as well as recognition programs, and product discounts. You will confidently sell our premium mattress/bedding products utilizing our tried and proven selling process and cutting-edge diagnostic sleep system bedMatch .

20 days ago

Tax Consultant - Retail Intuit

BRONX, NY

$32.50–$36 / hour

Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.

1 day ago

Senior Tax Consultant - Retail Intuit

BROOKLYN, NY

$32.50–$36 / hour

1 day ago

Financial Institutions Consultant Page Group

Manhattan, NY

$25–$45 / hour
Contractor

A leading global financial institution provides commercial banking, trade finance, treasury, and wealth management services to corporate and individual clients worldwide. With a broad international network, it plays a key role in supporting cross-border business and global financial markets.

11 days ago

AML Consultant Page Group

Manhattan, NY

$30–$42 / hour
Contractor

As an AML Consultant, this ongoing contract professional is responsible for reviewing and investigating a high volume of transaction monitoring alerts, closing cases that are determined to be compliant, and escalating potentially suspicious activity for further investigation and regulatory reporting as appropriate. Supported team initiatives and special projects, including new hire training, Mantas implementations, User Acceptance Testing (UAT), Above-the-Line (ATL), and Below-the-Line (BTL) testing to improve operational effectiveness.

7 days ago

New Home Consultant Lennar Homes

South Brunswick, NJ

Full time

30+ days ago

Financial Consultant VeeRteq Solutions Inc.

New York, NY

$112,500
Quick Apply

Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events. Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation.

30+ days ago

VP, Financial Consultant Charles Schwab

Millburn, NJ

As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy. • To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.

24 days ago

NetSuite Financial Consultant Sikich LLP

$62,466.25–$104,127.63 / year

Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.

30+ days ago

Oracle Fusion Financials Consultant Bright Vision Technologies

Edison, NJ

Remote

Full time

The successful candidate will apply practical expertise in Oracle Fusion Financials, GL, AP, AR, fixed assets, cash management, OTBI, BI Publisher, and finance controls, work with cross-functional teams, and contribute to reliable, maintainable solutions through the delivery lifecycle. Practical experience with the role-specific technology stack: Oracle Fusion Financials, GL, AP, AR, fixed assets, cash management, OTBI, BI Publisher, and finance controls.

3 days ago

Wealth Advisor / Financial Consultant - NJ WealthBridge Financial Group

Morristown, NJ

You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases. Experience with advanced markets cases, including premium finance, business succession, executive benefits, or estate planning.

16 days ago

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Financial Consultant Jobs in Trinity, NY

Oracle Cloud ERP Techno-Functional Consultant MDMS Recruiting LLC

Product Manager Consultant Cortracker Inc

Senior Financial Advisor / Private Wealth Advisor Jobot

New Home Consultant Lennar Corporation

Director Financial Disbursements and Process Optimization Daiichi Sankyo, Inc.

Corporate Vice President, Advanced Planning Consultant New York Life Insurance Company

Senior Counterparty Credit Risk Consultant - Hybrid Genesis10

Tax Manager - Consultant CFS

Medical Coding Consultant - On-Site BMS Family Health and Wellness Centers

Sales Consultant Mattress Warehouse

Tax Consultant - Retail Intuit

Senior Tax Consultant - Retail Intuit

Financial Institutions Consultant Page Group

AML Consultant Page Group

New Home Consultant Lennar Homes

Financial Consultant VeeRteq Solutions Inc.

VP, Financial Consultant Charles Schwab

NetSuite Financial Consultant Sikich LLP

Oracle Fusion Financials Consultant Bright Vision Technologies

Wealth Advisor / Financial Consultant - NJ WealthBridge Financial Group

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