Charitable Planning Attorney - CT or FL JobotCharitable Planning Attorney - CT or FLStamford, CT$200,000–$300,000 / yearInformation 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.
NewFinancial Advisor New York Life - UniondaleFinancial AdvisorUniondale, NYli>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.
NewEntry-Level Financial Service Professional NYL Nassau-Suffolk RegionEntry-Level Financial Service ProfessionalMelville, NY$60,000–$100,000 / yearli>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.
NewFinancial Services Professional NYL - Nassau GOFinancial Services ProfessionalUniondale, NYNew 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.
NewSales Manager Financial Services NYL - Nassau GOSales Manager Financial ServicesUniondale, NYJoin 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.
Financial Advisor Trainee New York Life - Melville, NYFinancial Advisor TraineeMelville, NYSpend 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.
Finance Manager Page GroupFinance ManagerWestport, CT$110,000–$130,000 / yearFull timeThis newly created Finance Manager, Inventory Planning role sits at the intersection of finance, supply chain, and operations, supporting a growing consumer brand. Our client is a high-growth consumer products company in the athletic and lifestyle space, operating within a fast-paced, inventory-driven environment.
NewProject Engineer Oerlikon Surface SolutionsProject EngineerWestbury, NY$75,000–$100,000 / yearli>Generates project proposal activities including quotations, scheduling, and specifying the required project tasks and goals; inclusive of designing test plans and performing thermal spray processing. The perks and benefits of working at Oerlikon include the following: Comprehensive medical and prescription drug plan with low premiums, company sponsored HSA contributions and without cumbersome waiting periods to keep you going strong.
Financial Business Analyst Brains Workgroup, Inc.Financial Business AnalystHuntington Station, NY$90,000–$115,000 / yearFull timePosition Summary: The primary responsibilities of the Financial Business Analyst will be to support the Financial Business Partners (FBP), and each business unit (BU) team to analyze and monitor Sales trends, Gross Margin, Cost and pricing. Prepare Gross margin analysis including impact from sales price variance, product mix, volume customers, markets and applications.
Financial Planning and Analysis Manager Horizon Air FreightFinancial Planning and Analysis ManagerInwood, NYFull timep>· Cross-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.
Manager, Financial planning and Analysis Mastercard IncManager, Financial planning and AnalysisPurchase, NY$125,000–$207,000 / yearp>All 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.
Director, Financial Planning & Analysis Mastercard IncDirector, Financial Planning & AnalysisPurchase, NY$163,000–$269,000 / 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. Role: The Director is responsible for supporting a broad spectrum of financial processes and initiatives including but not limited to the following: • Develop and manage driver based forecast models linking operational metrics to PN, VASS, and consolidated financial outcomes.
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. Independently manage ad hoc analytical requests and special projects for senior stakeholders, applying strong financial judgment, structured problem solving, and clear, executive ready communication.
Financial Planning & Analysis (FP&A) Internship Maplewood Senior LivingFinancial Planning & Analysis (FP&A) InternshipWestport, CTLearning Opportunities: During the internship, the candidate will gain exposure to: Multi-site financial management across 18 operating communities. Analyze community-level performance metrics, including occupancy, revenue, labor costs, operating expenses, and resident care statistics.
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.
Senior Manager, Financial Planning & Analysis Leviton Manufacturing Co IncSenior Manager, Financial Planning & AnalysisMelville, NY$140,000–$160,000 / yearResponsibilities Owns and executes the end-to-end annual budget process, including the development of timelines, templates, assumptions, and deliverables, ensuring alignment with corporate strategic objectives and executive expectations 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 Prepares 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. About the role Responsible for owning and executing all aspects of budgeting, forecasting, financial planning, analysis, variance reporting, and strategic special projects across the organization.
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.
NewFinancial 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.
Manager of Financial Planning and Analysis Lee Hecht HarrisonManager of Financial Planning and AnalysisMelville, NY$140,000–$150,000 / yearp>To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy. Advanced Excel skills required; experience with Power Query, Power BI, or similar analytics tools strongly preferred.
Financial Planning Analyst Catholic HealthFinancial Planning AnalystRockville Centre, New York$65,000–$75,000 / yeardiv align="center" style="margin:0in 0in 0.0001pt;text-align:center;line-height:normal;font-size:11pt;font-family:'calibri' , sans-serif">Key Responsibilities. Qualifications.
Financial Planning Analyst St. Catherine of Siena Medical CenterFinancial Planning AnalystRockville Centre, NY$65,000–$75,000 / yearThe 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. Gain and apply proficiency across SDT modules: Operating Budgeting, Capital Management, Management & Productivity Reporting, Decision Support and Continuous Improvement.
Manager of Financial Planning & Analysis ONS MSO LLCManager of Financial Planning & AnalysisStamford, CTHeadquartered in Stamford, Connecticut, the Spire network spans the Northeast with more than 165 physicians, 1,800 employees, 285 other clinical providers and 40 locations in New York, Connecticut, Rhode Island and Massachusetts. As a Management Services Organization (MSO), Spire provides the infrastructure for administrative operations that allows practices to operate at their highest level, so doctors can focus their efforts on what matters most - patient care.
Director, Finance Strategy and Planning Mastercard IncDirector, Finance Strategy and PlanningPurchase, NY$164,000–$271,000 / yearOverview: The Director, Finance Strategy and Planning, Worldwide Finance, reports to the Group Executive, FP&A, and is responsible for 1) supporting the Finance Leadership Team (FLT) objectives, including the planning and coordination of meetings and follow-up on projects and initiatives; 2) driving the coordination, development and execution of communications throughout Worldwide Finance; and 3) supporting the CFO with the planning and coordination of internal and external engagements such as presentations, coordination of CFO quarterly all hands meetings, as well as other activities including the organization of the OCFO. All 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.
Demand Planning Lead Spin Master CorpDemand Planning LeadWilton, CT$110,000–$120,000 / yearSpin Master is a fast-paced, hands-on organization that provides many great opportunities for impactful decision-making; though our challenging start-up atmosphere isn't for everyone, we have a proven record of opportunities for future advancement and internal transfers for our passionate and results driven team. Should you require an accommodation, please contact our Talent Acquisition team, by email at TAinquiries@spinmaster.com or by phone at 416 364-6002 and we will work with you to meet your accessibility needs.
Demand Planning Lead Spin Master InternationalDemand Planning LeadWilton, ConnecticutSpin Master is a fast-paced, hands-on organization that provides many great opportunities for impactful decision-making; though our challenging start-up atmosphere isn’t for everyone, we have a proven record of opportunities for future advancement and internal transfers for our passionate and results driven team. Spin Master strives to create an accessible and inclusive application and selection process and is committed to working with and providing reasonable accommodation to job applicants who may require provisions to participate in the recruitment, selection and/or assessment processes.
Director, Finance Business Partner US Customer Planning Mastercard IncDirector, Finance Business Partner US Customer PlanningPurchase, NY$163,000–$269,000 / 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. Responsible for all monthly/quarterly reporting deliverables: including performance tracking against plans, quarterly reviews, incentive variance analysis, revenue analysis, risk and opportunities analysis, pending deals updates, track performance against key joint and strategic initiatives, etc.
NewGTM 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 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.
NewSenior 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.*
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 Registration Candidate - Wantagh Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Wantagh Financial CenterWantagh, NY$28.85–$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Financial Solutions Advisor Registration Candidate - Freeport Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Freeport Financial CenterFreeport, NY$28.85–$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Senior Manager, Revenue Planning Amgen IncSenior Manager, Revenue PlanningBridgeport, CTIn addition to the base salary, Amgen offers a Total Rewards Plan, based on eligibility, comprising of health and welfare plans for staff and eligible dependents, financial plans with opportunities to save towards retirement or other goals, work/life balance, and career development opportunities that may include: A comprehensive employee benefits package, including a Retirement and Savings Plan with generous company contributions, group medical, dental and vision coverage, life and disability insurance, and flexible spending accounts. As an organization dedicated to improving the quality of life for people around the world, Amgen fosters an inclusive environment of diverse, ethical, committed and highly accomplished people who respect each other and live the Amgen values to continue advancing science to serve patients.
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.
Financial Solutions Advisor - Black Rock Turnpike Financial Center Bank of America CorpFinancial Solutions Advisor - Black Rock Turnpike Financial CenterFairfield, CT$70,000–$80,000 / yearKey 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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Business Planning Analyst Charter Communications IncBusiness Planning AnalystStamford, CTstrong>HOW 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 SPECTRUMRequired QualificationsEducation: 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 QualificationsExperience: 1-3 years in financial planning and analysis, financial analysis, consulting or a similar role Supporting budgeting or forecasting processesSkills: 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.
Financial Solutions Advisor Registration Candidate - Gallery at Westbury Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Gallery at Westbury Financial CenterGarden City, NY$28.85–$33.65 / hourKey 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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
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.
Senior Finance Associate, Business Planning & Analysis Bridgewater Associates LPSenior Finance Associate, Business Planning & AnalysisWestport, CT$160,000–$200,000 / yearMaintain accountability for how capital is deployed through data-driven analysis, tracking, and ongoing dialogue with business partners to ensure spend aligns with intended outcomes. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting edge technology to validate and execute on timeless and universal investment principles.
Financial Solutions Advisor - Williston Park Financial Center Bank of America CorpFinancial Solutions Advisor - Williston Park Financial CenterNYAccount Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications. Key responsibilities include: • Triage 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.
Estate Planning Strategist, VP Morgan StanleyEstate Planning Strategist, VPPurchase, NY$110,000–$190,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. More specifically: Working closely with senior estate planning strategists and financial advisors to build relationships with ultra-high net worth clients and prospective clients relating to estate and tax planning.
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.
Senior Financial Analyst, FP&A TouchCareSenior Financial Analyst, FP&AStamford, CTp class="isSelectedEnd">TouchCare is redefining how employees navigate healthcare and benefits through a high-touch healthcare concierge experience. We are seeking a highly analytical, business-minded Financial Analyst, FP&A to support financial planning, forecasting, operational reporting, and strategic analysis across the organization.
NewGTM 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.
NewWorkforce 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.
Financial Service Executive Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial Service ExecutiveEast Hills, 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.