3,040 Results for

Financial Planning Jobs in Bay Terrace, NY

Jobs

New York, NY24 days ago

$184,500–$246,000 Per Year

li>Influence the team of trusted financial advisors and strategic business partners to executive leadership across various business units, providing critical financial guidance and influencing strategic decision-making on key business initiatives. Celebrating over 25 years of ground-breaking technological innovation across more than 38,000 trials and 12 million patients, Medidata offers industry-leading expertise, analytics-powered insights, and one of the largest clinical trial data sets in the industry.

New!

Brooklyn, NY3 days ago

$275,000–$300,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Reporting to the CEO and ownership group, the CFO is responsible for financial reporting, controls, systems, compliance, and team leadership to support company growth and performance.

New!

Stamford, CT3 days ago

$200,000–$300,000 Per Year

New York, NY22 days ago

$200,000 Per Year
Full-time

Financial Risk Oversight• Provide second-line oversight of key financial risks, including capital, liquidity, interest rate, credit, and funding risks, while overseeing KRIs and risk metrics to ensure alignment with risk appetite, consistent reporting, and timely escalation of threshold breaches.• Strategic Risk Oversight• Oversee and independently challenge strategic risks arising from business initiatives, growth plans, funding strategies, external dependencies, and changing market conditions, ensuring risks are identified early and incorporated into decision-making.•

New!

Queens, NYToday

$100,000–$200,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for assisting clients with the legal aspects of managing their wealth and ensuring their assets are distributed according to their wishes after their death.

New!

New York, NY3 days ago

Remote

$120,000–$145,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are an M&A advisory firm focused exclusively on providing transaction services including financial and accounting due diligence, tax due diligence and structuring, and integration services for both private equity and corporate clients.

New!

New York, NYToday

$69,000–$160,000

li>Tools and skills: Microsoft 365 (Excel – advanced, PowerPoint, Word; Visio a plus); data/analytics tools such as Alteryx; strong proficiency in Python and SQL for audit analytics, control testing automation, and evidence generation; experience with BI/visualization platforms (Tableau, Power BI), big‑data/ML ecosystems (Databricks, Spark), and familiarity with AI‑enabled surveillance/case management platforms; working knowledge of MLOps relevant to audit (versioning, change controls, monitoring, and drift management).

Practical expertise in surveillance and control testing: AML and economic sanctions scenario development, model calibration and threshold governance, alert QA, false positive reduction, coverage mapping, data quality controls, audit‑readiness documentation, and runbook management; complemented by audit validation of models (feature engineering reviews, drift monitoring, performance thresholds, and explainability testing).

New York, NY8 days ago

$80–$80 Per Hour
Full-time
Employee

Workday Finance Specialist: This role will work closely with Finance functional leads, HR, IT and external implementation consultants to ensure that financial modules and business processes are accurately configured, tested, and aligned with requirements. Responsibilities include supporting data validation, business process setup, reporting, ongoing support, and long-term optimization of Workday.

New York, NY30+ days ago

$190,000–$230,000 Per Year

Reporting directly to the Chief Executive Officer (CEO), the CFO will manage financial planning, budgeting, accounting operations, grant and contract fiscal management, and financial reporting to support organizational goals and compliance requirements. The Chief Financial Officer (CFO) is responsible for overseeing and directing the overall financial operations of the Client Health Center.

New!

New York, NY3 days ago

$200,000–$260,000 Per Year

Join a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

New York, NY1 day ago

$185,000–$225,000

p> Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs. About the role: Our client, a fast growing private equity firm that invests in the media and technology space, is seeking a Financial Controller to take ownership of all internal finance and accounting operations while serving as a close partner to the CFO.

New York, NY7 days ago

$131,997–$131,997 Per Year
Full-time

Prepared and delivered demonstrations of financial software products, focusing on modeling fixed income instruments (e.g., bonds, credit ETFs) and credit derivatives (e.g., CDS, CDX, tranches) using proprietary models. Performed scenario analysis and Value-at- Risk (VaR) simulations for client portfolios and implemented automated data pipelines to improve risk monitoring capabilities.

Uniondale, NY10 days ago

Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.

New!

Jersey city, NJ1 day ago

$26–$26

p> Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

New York, NY17 days ago

$170,000–$190,000 Per Year

p>Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance and ESG.

Manage day-to-day account work of producing and refining deliverables – including strategic plans, messaging documents, press releases, talking points, scripts, presentations, Q&A, briefing memos.

New!

New York, NY3 days ago

$120,000–$140,000 Per Year

You'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.

New York, NY24 days ago

ul>

Lead end-to-end Finance Transformation projects across key areas including: Finance function assessments, finance function capability stand-up and optimization, operating model design, service delivery model program design and implementation (i.e. shared services, centers of excellence, outsourcing, and global business services), cost reduction programs, process optimization and automation, and working capital optimization.

In FTI Consulting’s Corporate Finance & Restructuring organization, we focus on our clients’ strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.

New!

New York, NY3 days ago

$120,000–$150,000 Per Year

Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

New York, NY1 day ago

$28–$33 Per Hour

p>Corporate Financial Analyst is needed to support enterprise-wide financial reporting, analytics, and planning activities, partnering closely with senior leadership. This role focuses on financial modelling, variance analysis, and business insights to support strategic decision-making across multiple business units.

New York, NY24 days ago

p>To provide financial expertise and support to specific business units or departments within the organisation, and act as a liaison between the finance function and various business units, helping to bridge the gap between financial data and business decisions.

To be successful as a CFO Business Partnering & Controls VP, you should have:

Ability to interpret complex financial data, simplify concepts, and deliver actionable insights using advanced tools (Excel, PowerPoint, Word).

New!

New York, NY2 days ago

$160,000–$215,000 Per Year

New York, NY15 days ago

$150,000–$190,000 Per Year

li>

Drive cross-functional roadmap alignment across core business stakeholders, regional product leads, engineering, compliance, legal, marketing, and customer care teams.

As the lead for this product area, you will define and drive a globally scalable yet locally tailored strategy across lending, card, bill pay, and other financial services products.

New York, NY24 days ago

$250,000–$400,000 Per Year

li>Leads complex deal related issues and provides appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review.

Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.

New!

Melville, NYToday

$60,000–$100,000 Per Year

li>Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.

Uniondale, NY8 days ago

New York Life's culture of innovation and its focus on long-term client success ensure you're not just part of a company but a community dedicated to doing good. You'll build lasting relationships founded on trust and integrity, providing tailored financial solutions that truly make a difference.

Uniondale, NY8 days ago

Join us at New York Life, where we're committed to empowering our Sales Managers to lead with confidence and make a significant impact in the financial services industry. Monitor and report on sales performance, using data-driven insights to make informed decisions and adjustments as needed.

New!

Melville, NY6 days ago

Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances. Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients.

New!

Staten Island, NY1 day ago

$100,000–$120,000 Per Year

A well-established behavioral health organization serving individuals through residential and outpatient programs is seeking a Clinical Director (LCSW or LMSW) to join its leadership team. • The Clinical Director will drive accountability, ensure regulatory excellence, and elevate the quality and consistency of care across the organization.

New!

Jersey City, NJ2 days ago

Remote

$154,000–$253,000 Per Year

Responsible for various internal audit assurance activities for core Finance auditable entities including Treasury, Accounting & Tax, Financial & Regulatory Reporting, Corporate Development & Strategy, Financial Performance Management, Corporate Real Estate, Procurement, and Data, Client & Business Intelligence. Director of Audit for Finance will manage a team of Financial and IT audit professionals in overseeing audits in compliance with key regulations such as FDICIA (FDIC Improvement Act), SOX (Sarbanes-Oxley Act), and CCAR (Comprehensive Capital Analysis and Review).

New!

New York, NY1 day ago

$180,000–$200,000

p> Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.
Canadian residents may access our policies in English here and in French here.

New!

New York, NY1 day ago

$170,000–$200,000

p> Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.
Canadian residents may access our policies in English here and in French here.

New!

New York, NY1 day ago

$150,000–$200,000

p> Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.
Canadian residents may access our policies in English here and in French here.

New!

New York, NY1 day ago

$70–$90

p> Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.
Canadian residents may access our policies in English here and in French here.

New!

Hoboken, NJ1 day ago

$150,000–$165,000

p> Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.
Canadian residents may access our policies in English here and in French here.

New York, NY24 days ago

$119,000–$200,000 Per Year

The ideal candidate brings deep knowledge of how consumers and clients engage with life insurance, financial planning, retirement, and wealth management products and services across their lifecycle, combined with working fluency across AI and agentic technology domains, and a track record of moving beyond advisory work into hands-on concept development and experimentation.

Maintain working fluency across key AI and agentic domains, including generative AI and LLMs, agentic and multi-step task automation, predictive and next-best-action models, conversational AI and virtual assistants, and RAG-based knowledge systems, sufficient to engage credibly with technical partners and evaluate capability claims.

New York, NY24 days ago

$160,000–$228,500 Per Year

a href="https://performancemanager8.successfactors.com/doc/custom/NYLPRD/6338_0524%20HR%20Talent%20Acquisition%20Employee%20Benefits%20PDF_NYL_FINAL.pdf" rel="nofollow">Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. This role will oversee critical capabilities such as Illustrations, Tax, Operational Data Management, and Policy Generation, ensuring they are seamlessly and consistently integrated with core administration, record-keeping, and new business and servicing systems supporting NYL Retail Solutions.

HOBOKEN, NJ8 days ago

$258,500–$274,700 Per Year

Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues.

DARIEN, CT8 days ago

$273,500–$290,700 Per Year

NEW CANAAN, CT8 days ago

$273,500–$290,700 Per Year

New!

NEW YORK, NY3 days ago

Remote

$262,000–$278,500 Per Year

Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients.

New!

NEW YORK, NY1 day ago

Remote

$262,000–$278,500 Per Year

Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients.

New!

NEWARK, NJ2 days ago

In the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 2 years in an urgent care or emergency medicine setting seeing patients of all ages (0+). The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients in concert with their primary care providers.

WESTPORT, CT8 days ago

$146,400–$155,530 Per Year

In the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting, OR 1 year in an outpatient primary care setting, coupled with either a 1 year primary care fellowship or 1+ year in an urgent care setting. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years.

New York, NY24 days ago

li>Support to senior leadership to ensure appropriate resourcing across the business/function including planning and forecasting, partnering with HR to drive talent development and succession planning including the identification of high-potential employees, provision of mentorship and guidance, and support to leadership development and diversity initiatives.

Strategic support to senior executives, such as the CEO or other top-level leaders including assistance in the development and execution of in year and multi-year business strategy, research, and analysis to support decision-making and act as delegate for the senior executive in specific situations.

New York, NY24 days ago

$175,000–$235,000 Per Year

We are looking for outstanding individuals with excellent intellectual & analytical capabilities, pragmatic problem solving skills, strong communications & influencing capabilities, a robust strategy & change management toolkit and a passion to effect change across the organization at the most senior levels.

New York, NY24 days ago

p>To be successful as an M&A Business Manager AVP, you should have:

Proven experience in business management, strategy execution, or COO/Business Manager functions within Investment Banking, with strong understanding of M&A deal lifecycles and financial drivers.
Join Barclays as an M&A Business Manager AVP, where you will have the chance to serve as a strategic partner to senior banking leadership, driving execution of business priorities while ensuring disciplined performance management across the M&A franchise.

New York, NY24 days ago

$185,000–$264,500 Per Year

a href="https://performancemanager8.successfactors.com/doc/custom/NYLPRD/6338_0524%20HR%20Talent%20Acquisition%20Employee%20Benefits%20PDF_NYL_FINAL.pdf" rel="nofollow">Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. This role has accountability across multiple technology ecosystems, including enhancing capabilities, streamlining delivery, modernizing underlying technology stacks, establishing architectural direction, ensuring financial discipline, and driving innovation through emerging technologies and processes.

New York, NY24 days ago

Strategic support to senior executives, such as the CEO or other top-level leaders including assistance in the development and execution of in year and multi-year business strategy, research, and analysis to support decision-making and act as delegate for the senior executive in specific situations.

New York, NY23 days ago

p>To safeguard the financial interests of the bank, using expertise and diligence to maintain tax compliance, mitigate tax risks and ensure tax is appropriately reflected in the Group’s financial planning and external financial reporting.

Other highly valued skills and experience include:

Credentials & background: Bachelor’s degree in accounting, Finance, Tax, or related field; CPA or progress toward CPA; financial services experience preferred.

New York, NY24 days ago

p>You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.

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Financial Planning Jobs in Bay Terrace, NY

Sr. Director, Financial Planning & Analysis (FP&A) Dassault Systèmes

CFO Jobot

Charitable Planning Attorney - CT or FL Jobot

VP Financial and Strategic Risk Management United Nations Federal Credit Union

Estate Planning Attorney Jobot

Senior Associate Financial Due Diligence Jobot

Vice President, Auditor, Global Financial Crimes and Compliance BNY

Workday Financial Consultant Federal Home Loan

Chief Financial Officer Engage Partners, Inc.

Senior Tax Manager / Tax Principal – High Net Worth Clients Jobot

Financial Controller Vaco LLC

Financial software Consultant Quantifi Inc.

Financial Advisor New York Life - Uniondale

Entry Level Financial Services Vaco LLC

Vice President/Senior Vice President, IPO - Financial Communications Teneo

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

Director, Finance Transformation | Office of CFO Advisory Fti Consulting

Associate, Transaction Advisory Services Jobot

Junior Financial Analyst - Temp to Hire Page Group

CFO Business Partnering & Controls VP Barclays

Vice President, Transaction Advisory Services Jobot

Senior Manager, Product Management – Consumer Financial Service Western Union Business Solutions (acquired by Convera)

Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence bdo consulting

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Financial Services Professional NYL - Nassau GO

Sales Manager Financial Services NYL - Nassau GO

Financial Advisor Trainee New York Life - Melville, NY

Clinical Director (LCSW or LMSW) - Behavioral Health Mitchell Martin

Director of Audit- Finance City National Bank

Controller/Finance Lead Vaco LLC

Senior Tax Specialist Vaco LLC

Sr. Tax Planner Vaco LLC

Controller Vaco LLC

Director of Finance Vaco LLC

Corporate Vice Pres, Dir, AI/Agentic Experience Strategy and UX Architecture - Consumer Journeys New York Life Insurance Company

Corporate Vice President - Integrated Solutions Delivery Lead New York Life Insurance Company

Family Medicine Physician One Medical

Primary Care Physician One Medical

Family Medicine Physician - Sign on Bonus available One Medical

Virtual Primary Care Physician One Medical

Virtual Primary Care Physician - NY, DC or CA Licensed One Medical

Virtual Seasonal Physician Assistant - NY Licensed One Medical

Nurse Practitioner or Physician Assistant One Medical

Investment Banking Chief of Staff, VP Barclays

Corporate Vice President - Corporate Development & Strategy New York Life Insurance Company

M&A Business Manager AVP Barclays

Corporate Vice President - Technology Delivery Lead - Digital Experience New York Life Insurance Company

Chief of Staff - AVP Barclays

Tax AVP Barclays

Institutional Equity Sales, AVP Barclays

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