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Financial Planning Jobs in Connecticut

Are you a kid at heart looking to build a career with a leading global children's toy, entertainment and digital gaming company?.

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CT11 days ago
  • $178,310–$338,030 Per Year

p>Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Hartford, CT30+ days ago
  • $74,400–$111,600 Per Year

Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The capacity Planning Consultant is accountable for the development and maintenance of comprehensive staffing models supporting Operations Service/Call Centers.

Stamford, CT9 days ago
  • $97,600–$200,600 Per Year

p>The 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.

    • New!

    New Haven, CT1 day ago
    • $130,000–$140,000 Per Year

    p>This position partners closely with engineering, operations, finance, and regulatory stakeholders to drive data-driven decision-making, improve capital planning processes, and ensure efficient program delivery.

    A leading utility organization is seeking a Senior Planning Engineer to provide strategic and operational leadership for its Capital Improvement Program (CIP) and long-range infrastructure initiatives.

    Stanley Black & Decker Inc logo

    CT11 days ago
    • $115,800–$199,800 Per Year

    p>Learning & Development:

    Our lifelong learning philosophy means you'll have access to a wealth of state-of-the-art learning resources, including our Lean Academy and online university (where you can get certificates and specializations from renowned colleges and universities). Join our top-notch team of approximately 43,500 diverse and high-performing professionals globally who are making their mark on some of the world's most beloved brands, including DEWALT, BLACK+DECKER, CRAFTSMAN, STANLEY, CUB CADET, and HUSTLER.

    New!

    Wallingford, CT3 days ago
    • $62–$68 Per Hour

    Key Responsibilities:

    • Performs a broad range of studies and other consulting services such as transmission planning and operational studies consisting of power flow, transient stability, transfer capability, short-circuit, voltage analysis, harmonics analysis, electromagnetic, reliability, and economic dispatch associated with congestion management scenarios. You can access our privacy policy here.

    CT30+ days ago
    • $28.85–$33.65 Per Hour

    p>Merrill 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.

    Newington, CT30+ days ago
    • $28.85–$33.65 Per Hour

    p>Merrill 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.

    Amgen Inc logo

    Bridgeport, CT24 days ago

    In 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.

    New Canaan, Connecticut10 days ago

    Key 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.

    Stamford, CT30+ days ago

    strong>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.

    Fairfield, CT24 days ago
    • $70,000–$80,000 Per Year

    Key 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.

    Westport, CT30+ days ago
    • $160,000–$200,000 Per Year

    Maintain 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.

    Oracle logo

    Hartford, CT30+ days ago
    • $79,100–$158,200 Per Year

    Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_mb@oracle.com or by calling 1-888-404-2494 in the United States.

    Hartford, CT19 days ago
    • $132,800–$219,100 Per Year

    This position leads the financial planning and forecasting function across National Accounts and Residual Markets, owning end-to-end planning processes while directing a variety of core FP&A activities - including the creation and presentation of financial reports that deliver clear, concise insights to senior leadership. This role requires the ability to synthesize complex financial data into executive-ready narratives that connect business performance drivers, progress against strategic objectives, and broader market dynamics - interpreting and communicating analyses in a way that resonates with each intended audience.

    Hartford, CT18 days ago
    • $110,800–$203,400 Per Year

    This role partners closely with Finance, Actuarial, Enterprise Risk Management, as well as product and business leaders to deliver high-quality forecasting, explain performance drivers, support strategic decisions, and improve processes through automation, analytics, and AI-enabled tools.

    The Hartford is seeking a Director or Assistant Director level leader to help advance financial planning, performance insight, and actuarial support across P&C lines of business.

    West Hartford, CT30+ days ago

    Account 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.

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