522 Results for

Financial Planning Jobs in Elwood, NY

Jobs

New!

Sleepy Hollow, NY3 days ago

$60–$90

This role is ideal for professionals with biotech, pharmaceutical, or healthcare industry experience who understand complex regulatory, operational, and financial environments and can quickly step in to support critical accounting functions. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

New!

Stamford, CT1 day ago

$200,000–$300,000 Per Year

Information 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.

Uniondale, NY11 days ago

Join us at New York Life, where we empower our Sales Managers to lead with confidence and make a meaningful impact in the financial services industry. Responsibilities:Lead and inspire a dynamic sales team to achieve and exceed sales targets, fostering a culture of excellence and innovation.

New!

Elmsford, NY5 days ago

$170,000–$190,000 Per Year

Reporting directly to the Senior Vice President of FP&A, this role will lead critical enterprise processes including the Annual Operating Plan (AOP), sponsor and lender reporting, and financial reporting & performance management, while owning and advancing the company’s Oracle EPM platform. Information 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.

Uniondale, NY10 days ago

New 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.

New!

Uniondale, NY6 days ago

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. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.

New!

Purchase, NYToday

$100,000–$140,000

Prepare and communicate in a concise and accurate manner tax technical topics and issues as well as incorporating into documents, presentations, and communications (memos, fact sheets, etc.) for a wide range of technical and non-technical audiences . Ability to perform research on various tax accounting and tax technical issues using online tax research services and conveying results in a clear concise manner .

Bridgeport, CT7 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

Norwalk, CT7 days ago

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

Ossining, NY7 days ago

Bronx, NY7 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Hauppauge, NY7 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Ronkonkoma, NY7 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Bronx, NY7 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Bridgeport, CT7 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

Melville, NY12 days ago

$60,000–$100,000 Per Year

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.

New!

Woodbury, NY5 days ago

$85,000–$120,000 Per Year

Information 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. As a Tax Manager, you will be responsible for managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals, and providing them with a broad range of tax services.

New!

Woodbury, NY5 days ago

$140,000–$160,000 Per Year

Information 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. With multiple offices along the East Coast and an expanding client base, we offer professionals the opportunity to join a collaborative organization with strong leadership, growth potential, and a forward-thinking vision.

Bronx, NY7 days ago

$98,200–$130,800

We’re one of the largest nonprofit home- and community-based health care organizations in the country, and today, more than 11,500 team members work together to make a difference in the lives of more than 99,000 patients and members on any given day. Participates in Hospice Team meetings, IDG management meetings, and serves on relevant committees for the purposes of information exchange, team collaboration, development of procedures and documentation tools, development of quality and training.

New!

Inwood, NYToday

$115,000–$130,000 Per Year

Reporting to the General Manager of the unit, the Executive Chef, Operations is responsible for daily monitoring of the preparation of the pre-designed meals for multiple customer accounts with culinary expertise through the management of all Chefs, Sous Chefs and Cooks at the unit, and promoting and providing quality food services to airline clients. Through proactive audits, inspections, and disciplined follow-up on corrective actions, the Executive Chef ensures full traceability and control throughout the production lifecycle, embedding food safety and operational discipline into the DNA of the kitchen organization.

New!

Brooklyn, NY1 day ago

$120,000–$140,000

Essential Job Summary: The Manager of Fleet Maintenance is responsible for overseeing the Brooklyn Site Maintenance Shop and managing a team of technicians, welders and administrative personnel who are responsible for the preventive maintenance and repair of fleet equipment. Overview: Interstate Waste Services is the most progressive and innovative provider of solid waste and recycling services in the greater New York, New Jersey and Connecticut markets with a rail served landfill in Ohio.

New!

Elmsford, NY1 day ago

$110,000–$120,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

New!

greenwich, CT1 day ago

$140,000–$150,000

New!

Stamford, CT1 day ago

$130,000–$140,000

New!

Glen Cove, NY1 day ago

This position does not set enterprise maintenance strategy but is fully accountable for executing it—driving consistency, developing maintenance leaders, stabilizing underperforming locations, and ensuring fleet availability, safety compliance, and cost discipline across a complex, high-utilization refuse and heavy-duty fleet. Overview: Interstate Waste Services is the most progressive and innovative provider of solid waste and recycling services in the greater New York, New Jersey and Connecticut markets with a rail-served landfill in Ohio.

New!

Great Neck, NY1 day ago

$150,000–$180,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Strategic Advisory: Lead and implement tax-efficient strategies for new investment structures, acquisitions, and joint ventures across various asset classes (e.g., real estate, financial services, manufacturing).

New!

Tarrytown, NYToday

$106,250–$177,050 Per Year

The Senior Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to build a network of centers of influence. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com.

Milford, CT7 days ago

BASIC FUNCTION: Accountable for the overall store operation in a manner consistent with our company mission and achieve the highest level of profitability through proper management of facilities, inventories, budgets, employees, and transportation and safety programs while meeting company objectives and customer requirements. Insure effective operation of programs in following areas: quality control, waste control, safety, production incentives, preventative maintenance, inventory control, housekeeping, and employee staffing and training.

Stamford, CT18 days ago

As a Lead Logistics Project Manager, you will provide leadership, supervision and support to ensure a special event, entertainment or other large project involving substantial specialty region products and applications, runs smoothly and efficiently to optimize customer service. You will oversee a team of Project Logistics Managers (PLM), provide fleet, service and operational expertise to execute large projects and events, including natural disasters, emergency response, and other major events requiring rapid and substantial fleet deployment.

New!

Huntington Station, NYToday

$110,000–$130,000 Per Year

The Health Equity Alliance of Long Island (HEALI) is Long Island’s Social Care Network (SCN) of community-based organizations (CBOs) and healthcare providers building a person centric model that integrates healthcare, social care, and behavioral health care. Working regularly with clinical information systems, Qualified Entities (HIEs), Managed Care Organizations, Health Care Providers, and network partners, the Senior Manager will need to know the New York healthcare market, interoperability practices, and health policies regarding technology.

New!

Port Chester, NYToday

$87,360–$120,640

We bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty’s own private label. Lead all aspects of manager and associate development including training, providing individualized competency-based feedback and coaching, performance reviews, succession planning, and individual development plans to enable continuous development and drive sales performance.

New!

Hartsdale, NYToday

$33–$40

Address underperforming metrics related to the store’s services, boutiques, retail sales, services sales, loyalty, store visit and audit results by developing strategies using company programs, tools, and resources to improve and grow these areas of the business. We bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty’s own private label.

New!

Stamford, CTToday

Bachelor’s degree in Computer Science a or related degree with 3 year modern application development experience (classroom or professional) OR, in lieu of degree, High School Diploma/GED 5 years of experience with cloud native application development using Java. Ability to analyze, use structured problem solving and available tools to troubleshoot systems, identify root cause, action plans, impact and resolution options .

Mamaroneck, NY7 days ago

$40.50–$70

Under the guidance of two dedicated managers you will develop and refine an approach to programming, education, business, and financial planning that ensures your Personal Training career is as unlimited as your passion. Bonus opportunities for eligible trainers such as, but not limited to: New Trainer Bonus, Tri Annual Incentive Bonus, Senior Trainer Annual Bonus, and Member Referral Bonus.

New!

Inwood, NYToday

$145,000–$150,000 Per Year

Regularly sitting at a desk, using fingers to operate a computer key board, reaching for telephone or books with hands or arms, and talk or hear while on the phone or communicating with others.  . Test internal control procedures at Units and interaction with headquarters and outsource companies: Accounts Payable – end to end AP process controls with Datamatics, per AP Manual .

New!

Stamford, CTToday

The manager leads by example, influences cross-functional engineering and product teams, and establishes repeatable engineering practices that reduce operational toil, improve system availability and accelerate safe delivery. The VP, Reliability and Automation Engineering Manager leads the Reliability Engineering function responsible for keeping all applications within the Digital Servicing Engineering domain stable, observable, and operationally efficient.

New!

Uniondale, NY6 days ago

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.

Islip, NY30+ days ago

Must demonstrate knowledge of the principles of growth and development over the life span and possess the ability to assess data reflective of the patient's status and interpret the appropriate information needed to identify each patient's requirements relative to his/her age-specific needs, and to provide the care needed as described in the department's policies and procedures. Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more - so you can live fully at and away from work, including: Compensation .

White Plains, NY30+ days ago

New!

Woodbury, NY6 days ago

$120,000–$150,000 Per Year
Full-time
Employee

This role is ideal for a tax professional with 5+ years of public accounting experience who can operate independently, manage client relationships, and handle complex tax matters. Analyze and implement tax elections (e.g., 754, 1031 exchanges, installment sales, accounting method changes).

New!

Southport, CT5 days ago

Full-time
Employee

8–12 years of progressive finance and/or accounting experiencePrior leadership experience within finance or accounting functionsCPA preferred; MBA a plusExperience within financial services, wealth management, or professional services environments highly preferredStrong analytical, communication, and business partnering skillsAbility to operate effectively in a fast-paced, high-growth environmentStrategic mindset with willingness to remain hands-on when needed. Newly created leadership role with high visibility and executive exposureFast-growing organization with an active acquisition strategyAward-winning culture focused on collaboration, people, and long-term growthStrong employee tenure and leadership development opportunitiesClear “Pathway to Partnership” program within the organizationOpportunity to influence strategic decisions and company directionCollaborative, team-oriented environment that values work-life balance and culture.

New!

Westport, CT5 days ago

Full-time
Employee

Southport, CT18 days ago

Full-time
Employee

Manage and mentor an offshore Accounts Payable teamOversee weekly disbursement review and payment approvalsMonitor AP workflows, SLAs, KPIs, and compliance metricsManage expense reporting processes and delinquency follow-upMaintain and improve AP controls and segregation of dutiesReview AP aging and provide analysis on outstanding balancesSupport recurring payments, confidential vendor activity, and escalationsDevelop and maintain SOPs and AP process documentationAssist with reporting, dashboards, and process improvement initiativesPartner cross-functionally with accounting, finance, and operations teams. 2–5+ years of Accounts Payable supervisory or management experienceStrong understanding of AP processes, controls, and expense reportingExperience managing remote or outsourced teams preferredExcellent communication and organizational skillsAbility to thrive in a fast-paced, deadline-driven environmentAssociate’s degree or equivalent AP experience required.

Tarrytown, NY12 days ago

Full-time

We operate in niche segments within these categories in which the strength of our brand names, our established retail distribution network, a low-cost operating model and an experienced management team are the keys to our success. This role operates independently to translate business drivers into decision-oriented financial insights, with direct impact on pricing, margin, cost productivity, and capital allocation decisions.

Inwood, NY30+ days ago

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.

Melville, NY19 days ago

$100,000–$110,000

Under 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.

Elmsford, New York30+ days ago

Reporting directly to the Senior Vice President of FP&A, this role will lead critical enterprise processes including the Annual Operating Plan (AOP), sponsor and lender reporting, and financial reporting & performance management, while owning and advancing the company’s Oracle EPM platform. Acquired by private equity firm Calera Capital in 2018, ImageFIRST serves medical facilities nationwide providing linen, patient gowns, scrubs, and more while managing their clients’ linen inventory for cost management.

Melville, New York30+ days ago

$140,000–$160,000 Per Year

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. 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.

Rockville Centre, New York12 days ago

$65,000–$75,000 Per Year

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. Gain and apply proficiency across SDT modules: Operating Budgeting, Capital Management, Management & Productivity Reporting, Decision Support and Continuous Improvement.

Greenwich, Connecticut30+ days ago

$75,000–$95,000 Per Year

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Financial Planning Jobs in Elwood, NY

Financial Consultant Kforce Inc.

Charitable Planning Attorney - CT or FL Jobot

Sales Manager Financial Services NYL - Nassau GO

Manager of FP&A Jobot

Financial Services Professional NYL - Nassau GO

Financial Service Professional New York Life - Nassau County General Office

Tax Manager - Tax Accounting & Reporting Kforce Inc.

Financial Consultant - New Haven, CT Fidelity Investments

Financial Consultant - Stamford, CT Fidelity Investments

Financial Consultant - Greenwich, CT Fidelity Investments

Financial Consultant - Garden City, NY Fidelity Investments

Financial Consultant - Roslyn, NY Fidelity Investments

Financial Consultant - Wall Street, NY Fidelity Investments

Financial Consultant - Flatiron, NY Fidelity Investments

Financial Consultant - Fairfield, CT Fidelity Investments

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Tax Manager (Hybrid) Jobot

Senior Audit Manager, CPA firm Jobot

Team Manager, Hospice Home Care, Bronx VNS Health

Executive Chef gategroup

Manager of Fleet Maintenance Interstate Waste Services

Accounting Manager Vaco LLC

Treasury Manager Vaco LLC

FP&A Analyst Vaco LLC

Senior Manager of Fleet Maintenance Interstate Waste Services

Tax Manager Vaco LLC

Senior Trust Officer Midland States Bank

Assistant Operations Manager K44 Consulting LLC

Lead Project and Logistics Manager, Specialty - ROS United Rentals

Senior Manager Technology and Data Strategy Health and Welfare Council of Long Island

General Manager Ulta Beauty, Inc.

Experience Manager Ulta Beauty, Inc.

Software Development Engineer - II Synchrony Financial

Personal Trainer, Mamaroneck Equinox

Controller, Operations gategroup

VP, Reliability and Automation Engineering Manager Synchrony Financial

Insurance Sales Representative New York Life - Uniondale

Registered Nurse (RN) - Neurosurgery - Huntington Station Advocate Aurora

Registered Nurse (RN) - Neurosurgery - Verplanck Advocate Aurora

Senior Tax Accountant - Manager - CPA FIRM Globalforce Intl. (MAIN)

Finance Director Company Confidential

Director of Finance Company Confidential

AP Manager Company Confidential

Corporate Financial Planning & Analysis Manager Prestige Brands

Financial Planning and Analysis Manager Horizon Air Freight

Financial Planning & Analysis Manager Professional Physical Therapy

Manager, Financial Planning & Analysis ImageFIRST Healthcare Laundry Specialists

Senior Manager, Financial Planning & Analysis Leviton Manufacturing

Financial Planning Analyst Catholic Health

Financial Planning & Analysis (FP&A) Analyst QXO

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