Sign upLog in
JobsJobs in ConnecticutJobs in Derby, CTFinance Jobs in Derby, CTFinancial Planning Jobs in Derby, CT
354 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?.

.

4 days ago

CT
  • $178,310–$338,030 / 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.

10 days ago

Stamford, CT
  • $97,600–$200,600 / 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.

    • 8 days ago
    Stanley Black & Decker Inc logo

    CT
    • $115,800–$199,800 / 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.

    10 days ago
    New

    Wallingford, CT
    • $62–$68 / 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.

    2 days ago
    Amgen Inc logo

    Bridgeport, CT

    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.

    23 days ago

    Newington, CT
    • $28.85–$33.65 / 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.

    30+ days ago
    Michael Page International logo

    Westport, CT
    • $120,000–$130,000 / 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.

    29 days ago

    New Canaan, Connecticut

    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.

    9 days ago

    Stamford, CT

    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.

    30+ days ago

    Fairfield, CT
    • $70,000–$80,000 / 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.

    23 days ago

    Westport, CT
    • $160,000–$200,000 / 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.

    30+ days ago
    Michael Page logo

    Westport, CT
    • $120,000–$130,000 / 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.

    29 days ago

    Wallingford, CT
    • $85,000–$110,000 / year

    ul>

  • 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.

    • 30+ days ago

    Stamford, CT

    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.

    19 days ago

    Orange, Connecticut

    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.

    30 days ago

    New Haven, CT

    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.

    30+ days ago
    New

    New Haven, CT

    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.

    3 days ago
    SPECTRUM logo
    New

    Stamford, CT

    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.

    2 days ago

    Wethersfield, CT
    • $80,000–$85,000 / 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.

    19 days ago

    Stamford, CT

    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.

    21 days ago

    Southbury, CT
    • 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.

    30+ days ago

    New Haven, CT

    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.

    • 30+ days ago

    Wethersfield, CT
    • $80,000–$100,000 / 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.

    15 days ago

    Watertown, Connecticut

    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.

    30+ days ago

    Westport, Connecticut

    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.

    16 days ago

    Hamden, CT
    • $75,400–$100,000 / year

    p>In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

    3+ years financial services experience Series 7 and Series 63 completed within 120 days of start date Preferred: 5+ years financial services experience Series 7 and Series 63 completed.

    30+ days ago

    New Haven, CT
    • $190,000–$302,500 / 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.

    • 8 days ago
    Northwestern Mutual logo

    New Haven, Connecticut
    • $61,000–$250,000 / 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.

    • 19 days ago

    Wethersfield, Connecticut

    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.

    20 days ago

    Norwalk, Connecticut
    Remote

    In this role, you will help guide product-level strategic business outlook by forecasting demand units, in relation to pricing, advertising, and other key metrics, creating plans that drive day-to-day execution across cross-functional teams.

    • Leverage third-party and internal data sources to validate existing forecasts and establish a comprehensive growth strategy and forecasts for new business ventures (e.g., new marketplaces, product listings, SKUs) .

    30+ days ago

    Stamford, CT

    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.

    30+ days ago

    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