NewEntry-Level Financial Service Professional NYL Nassau-Suffolk RegionEntry-Level Financial Service ProfessionalMelville, NY$60,000–$100,000 / yearIdentify, 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.
Manager, Financial planning and Analysis Mastercard IncManager, Financial planning and AnalysisPurchase, NY$125,000–$207,000 / yearAll activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
NewDirector, FP&A (Financial Planning & Analysis) Rhone Apparel IncDirector, FP&A (Financial Planning & Analysis)Stamford, CTYou will start as a hands-on player-coach building models and driving analysis while intentionally recruiting and developing a team that will grow alongside the business. First 30 Days: Master our current FP&A systems (NetSuite, Excel models), analyze the multi-channel P&L, and build trust with cross-functional department leaders.
NewDirector, FP&A (Financial Planning & Analysis) Rhone ApparelDirector, FP&A (Financial Planning & Analysis)Stamford, CTYou will start as a hands-on player-coach building models and driving analysis while intentionally recruiting and developing a team that will grow alongside the business. First 30 Days: Master our current FP&A systems (NetSuite, Excel models), analyze the multi-channel P&L, and build trust with cross-functional department leaders.
Actuarial Associate - Financial Planning and Analysis New York Life Insurance CoActuarial Associate - Financial Planning and AnalysisWhite Plains, NY$131,600–$171,500 / yearSpecific skills/other requirements - Experience must include (quantitative experience requirements not applicable to this section): Building, maintaining, and interpreting financial templates and visualizations, including income statements and balance sheets, primarily using Excel; Working with large and complex data sets to generate actuarial insights, performing regular data validation, reconciliation, and updates to ensure accuracy and integrity; Developing and maintaining financial and actuarial models incorporating actuarial assumptions including mortality, lapse, reserve; Developing and maintaining financial and actuarial models incorporating actuarial assumptions for mortality, lapse, interest, sales, and Value of New Business (VNB); Evaluating financial and actuarial results to assess risk, profitability, and business implications; and Reporting actuarial insights effectively through reports, presentations, and professional documentation, emphasizing clarity, risk analysis, and business impact. Education & Experience Requirements: Bachelors degree in Actuarial Science, Mathematics, Statistics, Economics, Finance or related field (willing to accept foreign education equivalent) plus two (2) years of experience as an Actuarial Associate, Actuarial Associate - Financial Planning and Analysis or related occupation driving product implementation, enhancing valuation systems, validating reserves, and streamlining reporting and assumption analyses.
Manager, Financial Planning & Analysis Mastercard IncManager, Financial Planning & AnalysisPurchase, NY$125,000–$207,000 / yearAll activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and. As a Finance Manager, you will act as a strategic business partner to a product segment, engaging directly with both the product team and the broader finance organization to help shape Mastercard's Commercial Product performance, strategy, and long-term financial plan.
Financial Planning and Analysis Manager Horizon Air FreightFinancial Planning and Analysis ManagerInwood, NYFull timeCross-functional Collaboration: Serve as a financial business partner, working closely with other departments (e.g., Operations, Sales, Information Technology, Human Resources) to gather data, build consensus on financial plans, and provide financial expertise. · Process Improvement: Drive continuous improvement in financial planning processes, systems, and reporting capabilities, leveraging financial software and tools (e.g., ERP, BI, AI, Microsoft Excel) to enhance efficiency and accuracy.
Senior Manager, Financial Planning & Analysis Leviton ManufacturingSenior Manager, Financial Planning & AnalysisMelville, New York$140,000–$160,000 / yearFull timePrepares and presents executive-level budget summaries, bridge analyses, and scenario models to the Executive Leadership team as required, translating complex financial data into clear, actionable narratives. Directly facilitates and drives cross-functional budget reviews with business unit leaders, challenging assumptions, validating inputs, and ensuring completeness and accuracy of all submissions prior to executive consolidation.
Financial Planning Analyst St. Catherine of Siena Medical CenterFinancial Planning AnalystRockville Centre, NY$65,000–$75,000 / yearIn addition to the estimated base pay provided, Catholic Health offers generous benefits packages, generous tuition assistance, a defined benefit pension plan, and a culture that supports professional and educational growth. The Financial Planning & Analysis team serves as a centralized function across Catholic Health, leveraging Strata Decision Technology (SDT) to execute and sustain healthcare financial planning initiatives.
Financial Planning Analyst Catholic HealthFinancial Planning AnalystRockville Centre, New York$65,000–$75,000 / yearIn addition to the estimated base pay provided, Catholic Health offers generous benefits packages, generous tuition assistance, a defined benefit pension plan, and a culture that supports professional and educational growth. Job Details: The Financial Planning & Analysis team serves as a centralized function across Catholic Health, leveraging Strata Decision Technology (SDT) to execute and sustain healthcare financial planning initiatives.
Financial Planning & Analysis Manager Professional Physical TherapyFinancial Planning & Analysis ManagerMelville, NY$100,000–$110,000Under the direction of the Director of FP&A, the Financial Planning & Analysis Manager will lead and mentor a team of Financial Analysts while supporting the consolidation, analysis, and interpretation of financial and operational data across the organization. This role is responsible for developing financial models, reporting, forecasting, and business insights that help drive strategic decision-making, identify opportunities, and improve overall financial performance.
Financial Planning & Analysis Manager Lee Hecht HarrisonFinancial Planning & Analysis ManagerHauppauge, NY$150,000–$170,000 / yearThis high-impact role will serve as a key business partner to operations, supply chain, and senior leadership, focusing on cost analysis, capital planning, and long-term operational strategy. A growing and well-established company in Suffolk County, Long Island is seeking a results-driven and strategic Finance Manager to support operations with financial leadership and insight.
NewVP, Enterprise Capacity Planning & Forecasting Synchrony FinancialVP, Enterprise Capacity Planning & ForecastingStamford, CTLink capacity decisions to KPI optimization across servicing and collections/recovery outcomes (e.g., ASA/abandon, AHT/productivity, quality, complaint cycle time, contact effectiveness, roll rates, cure rates, recovery income), balancing service, compliance, and cost-to-serve. Qualifications/Requirements: Bachelor's degree; Or in lieu of Degree, 14+ years of experience in forecasting, workforce/capacity planning, operations research, or workforce analytics in high-volume environments (financial services, contact centers, back-office operations, BPO).
NewAssociate Attorney - Trusts & Estates Planning Judit IncAssociate Attorney - Trusts & Estates PlanningGreat Neck, NYThe candidate will be responsible for advising individuals and families on estate planning strategies, drafting sophisticated estate planning documents, and assisting clients with wealth preservation and succession planning objectives. Experience advising clients regarding estate and gift tax planning, asset protection strategies, business succession planning, and charitable giving techniques is highly desirable.
GTM Planning Rhythm of Business (ROB) Senior Associate Grant Thornton LLPGTM Planning Rhythm of Business (ROB) Senior AssociateMelville, NY$96,000–$144,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Tax Manager, Internal Tax Team - Strategy and Planning Deloitte Touche Tohmatsu LtdTax Manager, Internal Tax Team - Strategy and PlanningNY$97,600–$200,600 / yearThe Strategy and Planning Team within the US Firms Tax ("USFT") group of the Deloitte US Firms is responsible for performing tax research and analyses on US Firms' transactions (e.g., acquisitions, divestitures, and internal restructuring), tracking proposed and enacted federal, state, and local legislation and assessing its impact on the US Firms' entities and its partners, advising other internal functions or our business leadership on the tax consequences of various client and/or vendor obligations, and at times will assist our reporting teams with workpaper preparation and the review of federal partnership returns. Support the team to review and summarize tax-related provisions in legal documents (e.g., purchase and sale agreements, contribution agreements, restructuring documents) for US Firms' transactions to identify tax risks, elections, and post-close action items.
Senior Manager Architecture Lab Planning WSP Global IncSenior Manager Architecture Lab PlanningValhalla, NYProvides advanced technical leadership and guidance for the planning, programming, design, and delivery of complex Science & Technology, Life Sciences, Higher Education, Healthcare Research, and advanced manufacturing facilities. Any unsolicited resumes, including those submitted to hiring managers or other business leaders, will become the property of WSP and WSP will have the right to hire that candidate without reservation - no fee or other compensation will be owed or paid to the recruiter, employment agency, or other staffing service.
IT Planning & Strategy, VP II - State Street Investment Management State Street CorpIT Planning & Strategy, VP II - State Street Investment ManagementStamford, CT$120,000–$202,500 / yearThe ideal candidate has deep expertise in overseeing multiple interdependent technology projects, aligning them with strategic business goals including a clear understanding of core technology platform concepts including Microservices, AI Gateways, Data & Analytic OLAP Platforms, Transactional databases including Oracle, AWS architecture, API Gateway, networking, security, automation, and platform architecture. We are seeking an experienced Sr IT Planning & Strategy Professional to drive technology programs that involve cross-organizational and strategic initiatives including Ai, Infrastructure & Cloud, Security and Regulatory and business initiatives in the Investment Management space.
Senior Planner, Capital Project Planning National Grid USA Service Company, Inc.Senior Planner, Capital Project PlanningMELVILLE, NYThis role is responsible for developing, maintaining, and analyzing project schedules and cost data to ensure alignment with project scope, schedule, and budget, while providing data-driven insights to support project teams and decision-making. Key Accountabilities* Develop and maintain integrated project schedules in Primavera P6 aligned with defined WBS, including performing routine updates to ensure accuracy, completeness, and alignment with project inputs.*
Senior Planner, Capital Project Planning National Grid PlcSenior Planner, Capital Project PlanningMelville, NY$97,000–$114,000 / yearThis role is responsible for developing, maintaining, and analyzing project schedules and cost data to ensure alignment with project scope, schedule, and budget, while providing data-driven insights to support project teams and decision-making. A bachelor's degree in Engineering, Architecture, Project/Construction Management, or a related field, along with 3-5 years of experience in Project Controls Reporting/Scheduling/Analytics; or 6-10 years of relevant experience in Project Controls Reporting/Scheduling/Analytics.
Demand Planning Manager, Tate''''s Mondelez International IncDemand Planning Manager, Tate''''sShirley, NY$86,900–$119,515 / yearWe have corporate offices, sales, manufacturing and distribution locations throughout the U.S. to ensure our iconic brands-including Oreo and Chips Ahoy! cookies, Ritz, Wheat Thins and Triscuit crackers, and Swedish Fish and Sour Patch Kids confectionery products -are close at hand for our consumers across the country. In this role, you will track forecast accuracy and bias, perform root-cause analysis on misses, facilitate customer-level demand reviews, and develop ad hoc analyses to support business decisions across promotions, distribution scenarios, and SKU rationalization.
Coordinator, Facilities Planning Special Projects St. Catherine of Siena Medical CenterCoordinator, Facilities Planning Special ProjectsMelville, NY$85,000–$95,000 / yearVP Real Estate & Facility Administration, the Coordinator of Real Estate Development and Facilities is responsible is responsible for coordinating various aspects of assigned projects and administrative services in the areas of real estate development, facilities management, public safety, and will plan, organize, and direct execution of special projects, events, and requests. This position requires close collaboration with system wide leadership in the areas of facility planning, public safety, real estate transactions, capital projects, facility management requirements, signage and branding and any system special project required.
Coordinator, Facilities Planning Special Projects Catholic HealthCoordinator, Facilities Planning Special ProjectsMelville, New York$85,000–$95,000 / yearVP Real Estate & Facility Administration, the Coordinator of Real Estate Development and Facilities is responsible is responsible for coordinating various aspects of assigned projects and administrative services in the areas of real estate development, facilities management, public safety, and will plan, organize, and direct execution of special projects, events, and requests. This position requires close collaboration with system wide leadership in the areas of facility planning, public safety, real estate transactions, capital projects, facility management requirements, signage and branding and any system special project required.
Financial Solutions Advisor - New Canaan Financial Center Bank of AmericaFinancial Solutions Advisor - New Canaan Financial CenterNew Canaan, ConnecticutKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Business Planning Analyst Charter Communications IncBusiness Planning AnalystStamford, CTHOW YOULL MAKE AN IMPACT Actively and consistently support efforts to simplify and enhance the customer experience Analyze operational spending trends and identify opportunities to improve cost efficiency and meet key performance indicators Prepare recurring financial reports, perform monthly variance analysis to budget/forecast, and support leadership reviews Build and maintain financial models to support forecasting and planning, and the annual budgeting process Support annual budgeting process and ongoing operating expense forecasting and reforecasting Collaborate with business partners to understand cost drivers and improve forecast accuracy Identify and recommend opportunities to improve or streamline financial processes and reporting, and support ad hoc analysis as needed WHAT YOULL BRING TO SPECTRUM Required Qualifications Education: Bachelors degree in business or related field or equivalent experience Experience: 2+ years of business planning, financial analysis or related experience Skills: Strong prioritization and organizational skills Prioritize and organize effectively while handling multiple projects and competing priorities Work independently and as part of a team Proficient in analyzing and interpreting data Quickly identify business challenges and opportunities Effective verbal and written communication skills with all levels of management Proficiency with software applications such as Word and Excel Read, write, speak and understand English Preferred Qualifications Experience: 1-3 years in financial planning and analysis, financial analysis, consulting or a similar role Supporting budgeting or forecasting processes Skills: Advanced proficiency in Excel including pivot tables and financial modeling with large datasets Clearly communicate financial information to non-finance partners Financial planning systems or data visualization tools such as Power BI or Tableau #LI-JV1 FAN376 2026-71921 2026 Here, our employees dont just have jobs, theyre building careers. In this role, youll work closely with finance leadership and operational teams to help manage budgets, build financial models and deliver insights that drive performance and support strategic goals.
Manager, Corporate Finance & Planning Liberty Utilities (Canada) Corp.Manager, Corporate Finance & PlanningNY$130,000–$155,000 / yearFull base salary range $130,000.00- $155,000.00 per year*Liberty considers several factors when extending an offer, including but not limited to, the role and responsibilities, a candidates work experience, education, training and skills, and geographic location. Acting as a central coordination point across FP&A functions, the position applies advanced financial analysis and modeling to challenge assumptions, identify risks and opportunities, and support enterprise decision-making.
Manager / Senior Manager, Sales Finance & Planning - Costco & Club Sales Divisions Danone SAManager / Senior Manager, Sales Finance & Planning - Costco & Club Sales DivisionsWhite Plains, NY$118,000–$169,000 / yearAs a key member of this team, you will play a critical role in delivering our business objectives by managing the financial execution of the business plan and collaborating cross-functionally to support both customer-specific strategies and broader company goals. This role is responsible for owning and leading core financial and planning processes, influencing cross-functional stakeholders, and driving continuous improvement in our ways of working.
Merchandise Planning Manager (Temp), Sandro, SMCP Group SMCP NORTH AMERICA (US, CANADA)Merchandise Planning Manager (Temp), Sandro, SMCP GroupManhasset, NY$33–$42 / hourWith a portfolio comprising four distinguished global brands – Sandro, Maje, Claudie Pierlot, and Fursac – our influence spans 46 countries from free-standing lifestyle boutiques to leased concession shop-in-shops and off-price outlets. Add to this mix our uniquely coveted Parisian chic merchandise collections, and you have an employer that not only sets trends in the fashion world but also cultivates a work environment that fosters innovation, diversity, and success.
Senior Financial Analyst, FP&A TouchCareSenior Financial Analyst, FP&AStamford, CT$85,000–$120,000 / yearWe are seeking a highly analytical, business-minded Financial Analyst, FP&A to support financial planning, forecasting, operational reporting, and strategic analysis across the organization. You will work closely with Finance leadership, executive leadership, and operational stakeholders to help drive data-backed decision-making and support the next phase of company growth.
GTM Planning Performance & Modeling Senior Associate Grant Thornton LLPGTM Planning Performance & Modeling Senior AssociateMelville, NY$96,000–$144,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Workforce Business Planning Analyst SPECTRUMWorkforce Business Planning AnalystStamford, CTWhen you join our team, you’ll be keeping our customers connected to what matters most in 41 states across the U.S. Watch this video to learn more. . That’s why we offer a comprehensive pay and benefits package that rewards employees for their contributions to our success, supporting all aspects of their well-being at every stage of life.
NewFinancial Planner Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial PlannerRoslyn, NY$100,000–$200,000 / yearPerks: High Earning Potential: Competitive compensation structure including commissions, allowances, and bonuses with an estimated first-year earning potential of $ 100,000–$200,000*. Licensing Support: Sponsorship and hands-on support to obtain Life, Accident & Health insurance licenses, as well as Series 7 and Series 66 registrations (includes a weekly on-site Series 7 study group).
Financial Advisor Wealth Enhancement Group LLCFinancial AdvisorDeer Park, NY$100,000–$150,000 / yearOur Long Island office in New York is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the clients expectations. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Senior Financial Planner Focus Financial PartnersSenior Financial PlannerWhite Plains, New YorkBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. This role is ideal for a technically strong planner with deep eMoney expertise, sound judgment, and the ability to contribute meaningfully within client relationships while supporting senior advisors and partners.
Financial Advisor - Westchester County, NY Corebridge Financial IncFinancial Advisor - Westchester County, NYWhite Plains, NYHigh school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor A proven and successful sales track record You have an active FINRA Series 7 license and a Series 63 and 65 or 66 You also have an active state variable life and health license. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Workforce Business Planning Analyst Charter Communications IncWorkforce Business Planning AnalystStamford, CTBeyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach. Get to Know Us Charter Communications provides superior communication and entertainment products for residential and business customers through the Spectrum brand.
Chief Financial Officer Innovative Rocket TechnologiesChief Financial OfficerHauppauge, New YorkWe are looking for an experienced Chief Financial Officer (CFO) to oversee all of iRocket’s financial management, focused on financial planning, forecasting, KPI reporting, cost analysis, investor presentations, and capital raising. This position requires the ability to maintain accurate P&L reporting and analysis in a design and manufacturing environment, as well as speaking to prospective investors.
Sr. Financial Analyst St. Catherine of Siena Medical CenterSr. Financial AnalystRockville Centre, NY$90,000–$115,000 / yearDUTIES/RESPONSIBILITIES: Develop proficiency related to all modules of Strata Decision Technology utilized by Catholic Health including Operating Budgeting, Capital Management, Management Reporting, Productivity Reporting, Rolling/Long-Range Forecasting, Strategic Planning, Stratasphere and Continuous Improvement. A centralized department serving the health system, Finance and Performance Management drives execution and maintenance of financial planning initiatives within Strata Decision Technology- a web-based platform specializing in healthcare financial planning services.
Sr. Financial Analyst Catholic HealthSr. Financial AnalystRockville Centre, New York$90,000–$115,000 / yearDevelop proficiency related to all modules of Strata Decision Technology utilized by Catholic Health including Operating Budgeting, Capital Management, Management Reporting, Productivity Reporting, Rolling/Long-Range Forecasting, Strategic Planning, Stratasphere and Continuous Improvement. Job Details: A centralized department serving the health system, Finance and Performance Management drives execution and maintenance of financial planning initiatives within Strata Decision Technology- a web-based platform specializing in healthcare financial planning services.
Retirement Plan Consultant - Westchester County, NY Corebridge FinancialRetirement Plan Consultant - Westchester County, NYWhite Plains, New YorkCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
Retirement Plan Consultant - Hybrid (Armonk, NY) Insight Performance IncRetirement Plan Consultant - Hybrid (Armonk, NY)Armonk, NY$160,000–$200,000 / yearOneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to prospective clients.
Associate Financial Advisor Ameriprise FinancialAssociate Financial AdvisorWhite Plains, New YorkBhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our growing team. This role is a key part of our client advisory and planning function—working closely with the lead advisor to deliver comprehensive financial planning and personalized advice.
Sr Financial Analyst Gartner IncSr Financial AnalystStamford, CTReporting & Insights: Deliver timely, insightful reporting to IT leadership, including analysis of personnel and technology investments; present findings as needed to enable informed, data-driven decision-making. You'll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes.
Architecture Lab Planning Director WSP Global IncArchitecture Lab Planning DirectorValhalla, NY$163,000–$260,000 / yearProvides strategic leadership, technical expertise, and client advisory services for complex Science & Technology, Life Sciences, Higher Education, Healthcare Research, and Advanced Technology projects nationwide. Any unsolicited resumes, including those submitted to hiring managers or other business leaders, will become the property of WSP and WSP will have the right to hire that candidate without reservation - no fee or other compensation will be owed or paid to the recruiter, employment agency, or other staffing service.
Estate & Tax Planning Legal Counsel Dalio Family OfficeEstate & Tax Planning Legal CounselWestport, ConnecticutLiaise with outside counsel and other external advisors to develop and implement a diverse portfolio of estate and tax planning projects, including: Preparing project charters, managing risk and providing regular status updates to Pillar leadership and stakeholders. Lead the administration of any estate planning strategies, such as annual gifts, GRATs and other wealth transfer techniques, and the administration of any estates, including coordination with Trust pillar, trustees, CPAs, attorneys and financial advisors.
Chief Financial Officer Shinda Management CorporationChief Financial OfficerQueens Village, New YorkYou will act as a key strategic advisor to senior leadership and the Board, overseeing capital allocation, risk management, forecasting and performance metrics-taking ownership of the firm's financial health and enabling sustainable growth. Partner with operations, asset management and acquisitions teams to provide financial insights, drive business performance, identify risks and opportunities.
Financial Advisor (Multiple Levels)-East Northport, Long Island TD BankFinancial Advisor (Multiple Levels)-East Northport, Long IslandEast Northport, New YorkEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor - Bethpage TD BankFinancial Advisor - BethpageBethpage, New YorkEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
NewFinancial Advisor Trainee - Garden City, NY Raymond James Financial IncFinancial Advisor Trainee - Garden City, NYGarden City, NY$33,280–$70,000 / yearBachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.
Workday Adaptive Planning Manager Deloitte Touche Tohmatsu LtdWorkday Adaptive Planning ManagerCT$144,600–$265,100 / yearMay have oversight of multiple workstreams within a project, which includes providing guidance to individual workstreams to help with their overall progress, escalation of risks and issues as needed, ensuring cross-functional activities are coordinated and occurring as needed, assisting with project management activities (or serving as project manager), ensuring deliverables are being developed and will be ready according to plan. Experience leading the definition of systems strategy, gathering and documenting business requirements, leading fit-gap analysis, as-is and to- be business process designs, conference room pilots (CRPs) functional configuration, testing, client user training within large enterprise environments.