3,290 Results for

Financial Planning Jobs in Bronx, NY

Jobs

Brooklyn, NY

$275,000–$300,000 / 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.

9 days ago

Stamford, CT

$200,000–$300,000 / 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. Providing expert legal advice on all aspects of charitable planning, including the establishment and operation of various types of charitable organizations and trusts.

9 days ago

Queens, New York

$200,000–$225,000 / year
Full time

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. • Ensure risk appetite statements are supported by clearly defined KRIs, limits, measurable thresholds, and escalation protocols, while independently challenging first-line activities to confirm alignment between risk appetite and actual risk-taking.

29 days ago

Parsippany, NJ

$100,000–$130,000 / year
Full time

li>Must have a strong understanding of: US GAAP; IFRS; Tax compliance; Revenue recognition; Inventory accounting; Internal controls; Audit management; ERP implementation and process transformation experience preferred;

High level of proficiency in ERP systems and use of reporting tools to analyze large amount of data required.

The successful candidate will build and develop a high-performing team, cultivate a culture of accountability and continuous improvement, and help position Finance as a trusted business partner that enables growth while protecting the financial health of the organization.

1 day ago

Queens, NY

$100,000–$200,000 / 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.

6 days ago

New York, NY

Remote

$120,000–$145,000 / 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.

9 days ago

New York, NY

Remote

$300,000–$373,750

li> Demonstrated government and regulatory experience, such as engaging with government agencies, navigating public policy, securing incentives/grants, or managing relations with regulatory bodies (e.g., experience in sectors with heavy government oversight like infrastructure, defense, energy, or regulated industries).

Experience leading/contributing to an IPO process, including f S-1 filings, SEC compliance, roadshows, and transition to public company reporting (prior successful IPO as CFO highly preferred; experience in pre-IPO readiness or public company finance acceptable).

Today

New York, NY

$270,000–$310,000

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.

Today

New York, NY

$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.

7 days ago

Jersey city, NJ

$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.

7 days ago

New York, NY

$80–$80 / hour
Full time

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.

14 days ago

New York, NY

$200,000–$260,000 / 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. 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..

9 days ago

New York, NY

$131,997–$131,997 / 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.

13 days ago

Uniondale, NY

li>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.

1 day ago

New York, NY

$170,000–$190,000 / 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.

2 days ago

New York, NY

$90,000–$105,000 / year

Personal information collected by the Greenhouse portal is subject to the Greenhouses privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ’s Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies]. With over $100B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society.

2 days ago

New York, NY

p>To be successful as a CFO Business Partnering & Controls AVP, you should have:

Stakeholder Engagement & Communication, with the ability to collaborate with senior stakeholders, tailor messages to different audiences, and influence outcomes in a dynamic environment.
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.

2 days ago

New York, NY

$120,000–$140,000 / 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. 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.

9 days ago

New York, NY

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.

2 days ago

New York, NY

$28–$33 / 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.

7 days ago

New York, NY

$120,000–$150,000 / 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.

9 days ago

New York, NY

$150,000–$190,000 / 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.

2 days ago

New York, NY

$160,000–$215,000 / year

8 days ago

New York, NY

$100,000–$120,000 / year

li>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. Responsibilities:

Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking.

3 days ago

Melville, NY

$60,000–$100,000 / 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.

6 days ago

New York, NY

$200,000–$250,000 / year
Full time

The position provides strong exposure to senior management and plays a critical role in ensuring the integrity and transparency of financial information within a complex regulatory environment.

This is a highly visible leadership role offering the opportunity to shape and enhance a firm's financial reporting and regulatory framework.

6 days ago

Uniondale, NY

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.

14 days ago

Melville, NY

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.

12 days ago

Uniondale, NY

p>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.

Today

New York, NY

$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.

7 days ago

New York, NY

$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.

7 days ago

New York, NY

$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.

7 days ago

Long Island City, NY

$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.

7 days ago

New York, NY

$55–$55

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.

Today

New York, NY

Remote

$75,000–$80,000

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.

12 days ago

51 E 12th St #2nd, NY

$140,000–$160,000 / year

p>YOU WILL:

Bring transparency to the financial markets: You will bring transparency to consumer lending, mortgages, and other asset classes, by enabling our customers at banks, hedge funds, and credit originators via our SaaS offering including our Cashflows API product to quickly extract insights from large private and public datasets.
Develop using a modern, open source stack: You will develop on top of a software stack that includes Kotlin + Spring Boot with some legacy apps built on Scala + Play, and interact with data by building both REST API and GraphQL endpoints.

1 day ago

New York, NY

$119,000–$200,000 / 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.

2 days ago

New York, NY

$160,000–$228,500 / 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.

2 days ago

New York, NY

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.

2 days ago

New York, NY

$175,000–$235,000 / 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.

2 days ago

Brooklyn, NY

$95,300–$237,500 / year

In chosen areas of specialism (scientific or strategic), is capable of constructively challenging client thinking on a peer-to-peer level, producing novel points of view to help clients view potential solutions from new angles where appropriate and useful. Effectively leads client account teams setting the strategy (in partnership with Arc Bio Partners and clients), proactively reviews and evaluates progress, course correcting where necessary.

Today

New York, NY

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.

2 days ago

New York, NY

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.

2 days ago

New York, NY

$185,000–$264,500 / 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.

2 days ago

New York, NY

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.

2 days ago

New York, NY

You will be a dedicated resource for the LFCM desk, working to support the origination and ultimate distribution of Leveraged Finance transactions, including conducting market soundings/pre-marketing, collaborating on discussions with investors, running pricing calls and other transaction execution requirements, and driving the order book building/allocation process.

Identification, assessment, and management of risks associated with syndicated fixed income capital markets transactions and development of risk mitigation strategies in alignment with regulatory requirements, including the increase in complexity and potential conflicts of interest.  .

2 days ago

New York, NY

$210,000–$390,000 / year

li>Cross-functional Partnership — Build trusted relationships across the company, acting as the connective tissue between EPD and the rest of the business — and especially between Product and GTM, where you’ll provide counsel and analytical support on cross-functional priorities.

Resource Allocation — Partner with the CPO and CTO on capital deployment, including headcount planning by key function and team, capacity modeling that maps directly to the product roadmap, the EPD AI tooling approach, and scenario planning.

2 days ago

Brooklyn, NY

$95,300–$237,500 / year

Today

New York, NY

$95,300–$237,500 / year

Today

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Financial Planning Jobs in Bronx, NY

CFO Jobot

Charitable Planning Attorney - CT or FL Jobot

VP Financial and Strategic Risk Management Company Confidential

Financial Controller Diagnostica Stago, Inc.

Estate Planning Attorney Jobot

Senior Associate Financial Due Diligence Jobot

Chief Financial Officer - IPO IPO Kforce Inc.

CFO - Law Firm Kforce Inc.

Financial Controller Vaco LLC

Entry Level Financial Services Vaco LLC

Workday Financial Consultant Federal Home Loan

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

Financial software Consultant Quantifi Inc.

Financial Advisor New York Life - Uniondale

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

Analyst, Financial Advisory ICONIQ Capital

CFO Business Partnering & Controls AVP Barclays

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

Director, Finance Transformation | Office of CFO Advisory Fti Consulting

Junior Financial Analyst - Temp to Hire Page Group

Associate, Transaction Advisory Services Jobot

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

Vice President, Transaction Advisory Services Jobot

Financial Professional - Nyc New York Life - Kaysilyn Lawson

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Head of Financial Reporting Page Group

Financial Services Professional NYL - Nassau GO

Financial Advisor Trainee New York Life - Melville, NY

Sales Manager Financial Services NYL - Nassau GO

Controller/Finance Lead Vaco LLC

Sr. Tax Planner Vaco LLC

Senior Tax Specialist Vaco LLC

Controller Vaco LLC

Director of Audit Kforce Inc.

Staff Accountant Kforce Inc.

Sr. Backend Engineer dv01

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

Investment Banking Chief of Staff, VP Barclays

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

Strategic Communications Lead – Pharma/Biotech IQVIA

M&A Business Manager AVP Barclays

Chief of Staff - AVP Barclays

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

Institutional Equity Sales, AVP Barclays

Leveraged Finance Capital Markets, Vice President Barclays

Head of Strategic Finance, Product & Engineering Plaid

Senior Strategic Communications Consultant IQVIA

Life Sciences Communications Consultant IQVIA

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