Sign upLog in
JobsJobs in ConnecticutJobs in Derby, CTFinance Jobs in Derby, CTFinancial Planning Jobs in Derby, CT
364 Results for

Financial Planning Jobs in Derby, CT

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

.

Stamford, CT8 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.

    • Stanley Black & Decker Inc logo

    CT10 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, CT2 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.

    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, CT23 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.

    Michael Page International logo

    Westport, CT29 days ago
    • $120,000–$130,000 Per Year
    • Full-time

    A fast-growing consumer brand in the performance and lifestyle space is seeking a Finance Manager, Inventory Planning to support inventory strategy, demand forecasting, and supply chain finance operations. This is an exciting opportunity for a highly analytical and collaborative professional to help scale financial and operational planning processes within a dynamic, high-growth environment.

    New Canaan, Connecticut9 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, CT23 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.

    Michael Page logo

    Westport, CT29 days ago
    • $120,000–$130,000 Per Year

    A fast-growing consumer brand in the performance and lifestyle space is seeking a Finance Manager, Inventory Planning to support inventory strategy, demand forecasting, and supply chain finance operations. Support inventory forecasting through sales demand modeling, production planning, warehouse allocation analysis, and product sell-through reporting.

    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.

    Wallingford, CT30+ days ago
    • $85,000–$110,000 Per Year

    Perform a range of technical and analytical support activities related to power systems planning consulting, including: Support power system studies involving generation and transmission and distribution systems, including power flow, stability, short circuit, transient, and reliability analysis. This role provides technical and analytical support to project teams performing engineering, financial, and economic studies for transmission and distribution systems and electric generation.

    Stamford, CT19 days ago

    p 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.

    New Haven, CT10 days ago

    p>Essential Functions and Responsibilities: Perform grant-related pre and post-award functions, including revenue and expense analysis, financial accounting functions, reporting, and reconciliations. Reviews budget submissions for accuracy and reasonableness in accordance with budgetary assumptions and participates in budget planning meetings.

    New!

    New Haven, CT3 days ago

    p>Essential Functions and Responsibilities: Perform grant-related pre and post-award functions, including revenue and expense analysis, financial accounting functions, reporting, and reconciliations. Reviews budget submissions for accuracy and reasonableness in accordance with budgetary assumptions and participates in budget planning meetings.

    SPECTRUM logo
    New!

    Stamford, CT2 days ago

    When 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.

    Orange, Connecticut30 days ago

    This role acts as a key contributor to the overall success of meeting the target portfolio by Operating Company and this success requires depth and breadth of experience to interpret complex data sets and translate them into actionable insights that drive strategic decision-making. The Reporting and Analytics, Lead Analyst performs these functions to manage the portfolio of operating companies across Avangrid Networks to establish, report, monitor, and manage the company’s investment portfolio to financial targets.

    Stamford, CT21 days ago

    Reporting & 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.

    Wethersfield, CT19 days ago
    • $80,000–$85,000 Per Year

    At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Meet one‑on‑one with prospective clients generated through firm‑sponsored marketing activities, including workshops and digital outreach.

    New Haven, CT30+ days ago

    p>The Chief Financial Officer (CFO), Commercial Segment is a key member of the Commercial Segment leadership team, responsible for driving financial strategy, operational performance, and long-term value creation across the segment.

  • Information Technology:
  • Oversees commercial IT strategy and investment to ensure technology solutions aligned with business objectives, enable revenue growth, and deliver secure, cost-effective systems that support the operation, sales, and data integrity.

    • Westport, Connecticut16 days ago

    li>Liaise 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.

    Southbury, CT30+ days ago
    • Part-time

    Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals.

    Watertown, Connecticut30+ days ago

    Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients.

    At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals.

    Wethersfield, CT15 days ago
    • $80,000–$100,000 Per Year

    p>At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies.

    Responsibilities vary depending on the specific corporate function but may include:

    • Supporting strategic initiatives that strengthen client relationships, retention, and long‑term practice growth.

    New Haven, CT8 days ago
    • $190,000–$302,500 Per Year

    The Senior Director, Associate CFO works closely with executive leadership including with the YM CEO and Deputy Dean for Finance and Administration, clinical departments, and operational teams to ensure financial sustainability while supporting high-quality patient care.

  • Assist the CFO in developing and executing the organization's financial strategy and long-term financial planning, including the effect of the funds flow arrangement with YSM's partner, Yale New Haven Health System.

    • Westport, CT30+ days ago
    • $90,000–$105,000 Per Year

    Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

    Stamford, CT30+ days ago

    About this role: The Senior Financial Analyst role is designated to support leadership in becoming a trusted financial partner across the organization, helping to provide the essential clarity and strategic foresight needed to guide our most critical business decisions. Youll 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.

    Wethersfield, Connecticut20 days ago

    What You'll Do / Your ImpactClient Experience & Advisory SupportMeet one-on-one with prospective clients generated through firm-sponsored marketing activities, including workshops and digital outreach. At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies.

    Northwestern Mutual logo

    New Haven, Connecticut19 days ago
    • $61,000–$250,000 Per Year

    ul style="margin-bottom:0;margin-top:0">

  • Performance-based earnings and revenue1:
    • Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities:

      As a financial advisor, you will:

      • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.

    • CT30 days ago
    • $144,600–$265,100 Per Year

    May 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.

    Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html.

    New!

    Westport, Connecticut2 days ago

    p style="text-align:inherit"/>

    US - CT - Cheshire - 185 Highland Ave (CT2356), US - CT - Fairfield - 2150 Black Rock Tpke - Black Rock Turnpike (CT2201), US - CT - New Canaan - 94 Elm St (CT2252), US - CT - Norwalk - 578 Westport Ave - Westport Ave (CT2258), US - CT - Southbury - 108 MAIN ST N (CT9108), US - CT - Westport - 126 Post Rd E - Westport Center (CT2190). 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.

    Resume Resources

    Free Resume TemplatesFree Resume Builder

    Get noticed by top employers!

    Upload your resume to let employers know you're open to Financial Planning job opportunities. Plus, receive relevant job recommendations in your inbox.

    Create A Free Account