3,200 Results for

Financial Planning Jobs in Kew Gardens, NY

Jobs

Brooklyn, NY

$275,000–$300,000 / 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. Reporting to the CEO and ownership group, the CFO is responsible for financial reporting, controls, systems, compliance, and team leadership to support company growth and performance.

8 days ago

Stamford, CT

$200,000–$300,000 / year

8 days ago

New York, NY

$200,000 / year

p>Financial Risk Oversight• Provide second-line oversight of key financial risks, including capital, liquidity, interest rate, credit, and funding risks, while overseeing KRIs and risk metrics to ensure alignment with risk appetite, consistent reporting, and timely escalation of threshold breaches.•

Strategic Risk Oversight• Oversee and independently challenge strategic risks arising from business initiatives, growth plans, funding strategies, external dependencies, and changing market conditions, ensuring risks are identified early and incorporated into decision-making.•

27 days ago

Queens, NY

$100,000–$200,000 / 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. The successful candidate will be responsible for assisting clients with the legal aspects of managing their wealth and ensuring their assets are distributed according to their wishes after their death.

5 days ago

New York, NY

Remote

$120,000–$145,000 / 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. We are an M&A advisory firm focused exclusively on providing transaction services including financial and accounting due diligence, tax due diligence and structuring, and integration services for both private equity and corporate clients.

8 days ago

New York, NY

$185,000–$225,000

p> 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. About the role: Our client, a fast growing private equity firm that invests in the media and technology space, is seeking a Financial Controller to take ownership of all internal finance and accounting operations while serving as a close partner to the CFO.

6 days ago

New York, NY

$80–$80 / hour
Full time

Workday Finance Specialist: This role will work closely with Finance functional leads, HR, IT and external implementation consultants to ensure that financial modules and business processes are accurately configured, tested, and aligned with requirements. Responsibilities include supporting data validation, business process setup, reporting, ongoing support, and long-term optimization of Workday.

13 days ago

New York, NY

$200,000–$260,000 / year

Join a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. 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.

8 days ago

New York, NY

$131,997–$131,997 / year
Full time

Prepared and delivered demonstrations of financial software products, focusing on modeling fixed income instruments (e.g., bonds, credit ETFs) and credit derivatives (e.g., CDS, CDX, tranches) using proprietary models. Performed scenario analysis and Value-at- Risk (VaR) simulations for client portfolios and implemented automated data pipelines to improve risk monitoring capabilities.

12 days ago

Uniondale, NY

li>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.

Today

New York, NY

$120,000–$140,000 / year

You'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. 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.

8 days ago

New York, NY

$28–$33 / hour

p>Corporate Financial Analyst is needed to support enterprise-wide financial reporting, analytics, and planning activities, partnering closely with senior leadership. This role focuses on financial modelling, variance analysis, and business insights to support strategic decision-making across multiple business units.

6 days ago

New York, NY

$120,000–$150,000 / year

Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). 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.

8 days ago

New York, NY

$160,000–$215,000 / year

7 days ago

New York, NY

$100,000–$120,000 / year

li>Spend 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. Responsibilities:

Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking.

2 days ago

Melville, NY

$60,000–$100,000 / year

li>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.

5 days ago

New York, NY

$200,000–$250,000 / year
Full time

The position provides strong exposure to senior management and plays a critical role in ensuring the integrity and transparency of financial information within a complex regulatory environment.

This is a highly visible leadership role offering the opportunity to shape and enhance a firm's financial reporting and regulatory framework.

5 days ago

Uniondale, NY

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.

13 days ago

Melville, NY

Spend 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.

11 days ago

Uniondale, NY

Join 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.

13 days ago

New York, NY

$180,000–$200,000

p> 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.
Canadian residents may access our policies in English here and in French here.

6 days ago

51 E 12th St #2nd, NY

$140,000–$160,000 / year

p>YOU WILL:

Bring transparency to the financial markets: You will bring transparency to consumer lending, mortgages, and other asset classes, by enabling our customers at banks, hedge funds, and credit originators via our SaaS offering including our Cashflows API product to quickly extract insights from large private and public datasets.
Develop using a modern, open source stack: You will develop on top of a software stack that includes Kotlin + Spring Boot with some legacy apps built on Scala + Play, and interact with data by building both REST API and GraphQL endpoints.

Today

New York, NY

$150,000–$200,000

p> 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.
Canadian residents may access our policies in English here and in French here.

6 days ago

New York, NY

$170,000–$200,000

p> 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.
Canadian residents may access our policies in English here and in French here.

6 days ago

Long Island City, NY

$70–$90

p> 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.
Canadian residents may access our policies in English here and in French here.

6 days ago

Manhattan, NY

$120,000–$140,000 / year
Full time

Following the successful establishment of their US entity, they are now expanding operations across North America with plans to launch retail stores and e-commerce operations over the coming years. The business currently has approximately 100 employees in the US and operates out of Manhattan, with leadership teams based across New York, Japan, and San Francisco.

22 days ago

Westbury, NY

$75,000–$100,000 / year

li>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.

Today

Huntington Station, NY

$90,000–$115,000 / year
Full time

Position 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.

30+ days ago

New York, NY

$72–$75 / hour
Full time

This role sits at the intersection of trading, clearing, risk, and operations, and requires strong Python expertise, experience with financial systems, and a practical understanding of regulatory and compliance-driven environments. Work in a small, fast-moving team, owning end-to-end development of internal tools while collaborating closely with trading, risk, operations, and infrastructure teams.

30+ days ago

Mahwah, NJ

$100,000–$115,000 / year

The Senior Accountant will serve as a key financial partner to Operations and Production by providing detailed cost analysis, identifying cost-saving opportunities, improving manufacturing cost visibility, and supporting operational decision-making. Position Summary: The Senior Accountant is responsible for supporting all core accounting and finance functions with a strong emphasis on cost accounting, inventory accounting, financial reporting, and internal controls within a manufacturing environment.

18 days ago

$85,000–$100,000 / year

We provide a competitive total rewards package including a discretionary bonus and a variety of benefits including health insurance coverage, life and disability insurance, retirement savings plans, company paid holidays and unlimited paid time off (PTO), mental health and wellness resources, pet insurance, childcare resources, identity theft insurance, fertility assistance programs, and fitness reimbursement.

Collaborate closely with affiliate business management teams and Horizon finance teams to analyze monthly revenue/expense variances and ensure accruals and adjustments are properly recorded in the accounting records.

15 days ago

New York, New York

strong>Responsibilities include but are not limited to:

Oversee the management of project grants, budgets, revenue, expenditures, and contract compliance;
Supervise a team of analysts with day to day responsibility for project grants, budgets, revenue, expenditures, and contract compliance;
Work closely with government agencies, private funders, and other outside stakeholders;
Provide financial review and approval of the Center’s revenue and expense contracts;
Review monthly, quarterly, and annual close and identify adjusting journal entries as need;
Review and approve vendor invoices, expense reports, and corporate card reconciliations;
Review and approve invoices to funders;
Monitor accounts receivable aging and facilitate the collection of payment from funders;
Reconcile receivable accounts;
Support the Director with financial duties and special projects as needed; and .
- At least 5-7 years of demonstrable experience and success in nonprofit financial management required;
- At least 1-2 years of prior supervisory experience strongly preferred;
- Bachelor’s degree in finance, accounting, business administration, or other related fields strongly preferred;
- Strong interpersonal communication skills;
- Excellent written and verbal skills;
- Ability to work in a fast-paced environment is crucial to meet deadlines and manage time effectively;
- Capability to work independently and prioritize tasks to ensure the timely completion of projects;
- Ability to handle sensitive information which requires maintaining confidentiality and exercising discretion;
- A positive attitude and a team-oriented mindset are essential to foster a collaborative work environment; and .

30+ days ago

$255,500–$305,500 / year

p>Under the direction of the Vice President for Budget and Planning, the Senior Director is a leadership position within the Budget Office, with management and oversight responsibilities for the University''s consolidated and Unit Budgeting, Financial Planning and Analysis and select strategic projects and reporting. Required Experience:10+ years of experience in financial planning and analysis or closely related field with responsibility for large program/functional area; managerial/coaching experience; proven track record of being a positive change agent.

30+ days ago

Secaucus, NJ

$180,000–$240,000 / year

Qualifications: Bachelor's degree in accounting or finance is required CPA or MBA preferred Approximately 15+ years of professional accounting/finance experience Demonstrates a strong knowledge of operational and financial processes and practical application of financial and strategic analysis Demonstrates exceptional skill in working with senior management and the executive team Experience leading and managing a team CompetenciesLeadership: Be recognized as a leader in the Company's Finance function Demonstrate tactical and strategic thinking leadership skills Demonstrate a high level of integrity People Management: Excellent people management skills Motivate and develop staff Influencing: Challenge the status quo Possess strong change management skills Possess backbone, an ability to push back and hold ground Continually raise the bar Interpersonal: Excellent communication skills (both verbal and written) Presentation skills and ability (to highest level in organization) Demonstrate a sense of urgency: Possess an appropriate level of "fire in the belly" Hands-on manager Strong PC skills Attention to detail Excellent follow-up ability Process driven Customer service focused 61609Quest Diagnostics honors our service members and encourages veterans to apply. Collaboratively work with Business Partners (DIS and Regional Commercial and Operations leadership, Clinical Franchise leadership, Executive Finance Directors and DS Finance Directors and their teams) to provide insightful financial analysis with respect to consolidated results (including the key drivers of business performance), including budgets, forecasts and month-end results.

21 days ago

New York, New York

li>Builds confidence in dealing with the business and knowledge of more in-depth tasks, developing the ability to take on more complex analyses and builds relationships to ensure achievement of Mutual of America’s strategy and objectives.

The Senior Analyst, Financial Planning & Analysis is responsible for supporting the planning and analysis processes surrounding the company’s revenue/expenses/premiums.

21 days ago

$162,000–$220,000 / year

We connect global decision-makers-from hedge fund managers and private equity partners to strategy leaders at Fortune 500s-with the specific, authoritative voices required to answer their most critical questions.

Strategic Decision Support:

Provide decision support to senior leadership by evaluating investment opportunities, strategic initiatives, and business expansion plans.

30+ days ago

New York, NY

$130,000–$150,000 / year

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This individual will satisfy this requirement through two major functions – partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firm’s financial professionals, and teams on all things related to Oppenheimer’s financial planning capabilities.

30+ days ago

$70,000–$160,000 / year

p>Tradeweb plays a central role in modernizing market structure by developing innovative trading protocols, embedding analytics into execution, and building technology infrastructure that supports the convergence of traditional and digitally native financial markets.

Health Care and Dependent Care Flexible Spending Accounts: You may elect to set aside pre-tax earnings to pay for eligible health care and dependent day care expenses for you and your eligible family members.

26 days ago

ISELIN, NJ

$170,000–$185,000 / year

p>Company Benefits:

The Company provides a competitive benefits package that includes the following (eligibility requirements apply):

Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Life Insurance, AD&D, Work/Life Resources (including Employee Assistance Program), and more.
Position Overview:
Reporting to the Director, Financial Planning & Analysis US, the Senior Manager, Financial Planning & Analysis will support and interface with corporate and business leaders on financial needs specially supporting: Workers Compensation, Captives, Shared Risk Casualty, and E&S Casualty.

30+ days ago

New York, NY

We are building a new model of primary care for women 50+ to solve long-standing problems: rushed appointments, long wait times, and care that's generalized rather than specialized towards women's needs later in life such as menopause, post-menopausal care, bone density, weight management, and mental, social and emotional well-being. Our ideal candidates have strategic prowess and the ability to use data to build best practices and implement great ideas in collaboration with our team and our community.

19 days ago

New York, NY

$83,000–$159,000 / year

The role will primarily support the Fund and Investor Solutions Engineering groups, partnering closely with COO teams on workforce strategy, leading budget and forecast activities, and providing analytics that enable Engineering leaders to make informed, data-driven decisions.

To be successful in this role, we're seeking the following:

Bachelor's degree in Finance, Accounting, Business Administration, or a related field, or the equivalent combination of education and experience, is required.

7 days ago

New York, NY

$100,000–$130,000 / year

p>Over the course of the Program, participants will:

Join teams and have an immediate impact;
Immerse themselves in the work of their teams;
Gain an understanding of how BlackRock serves its clients;
Be supported through training and mentorship;
Get exposure to senior leaders;
Participate in social and networking opportunities.
Strategic Finance plays a central role in budgeting and forecasting, enterprise planning, and high-impact initiatives - helping to define firmwide priorities, inform strategic decisions, and drive long-term value creation across global markets.

6 days ago

Holmdel, New Jersey

Headquartered in Akron, Ohio, FirstEnergy includes one of the nation's largest investor-owned electric systems, more than 24,000 miles of transmission lines that connect the Midwest and Mid-Atlantic regions, and a regulated generating fleet with a total capacity of more than 3,500 megawatts. This role owns full P&L performance, including revenue, O&M and capital planning, strategic leadership on financing, taxes, and cash/credit management through coordination across multiple departments to ensure plans are executable and meet strategic goals, while driving accountability for results.

30+ days ago

Holmdel, NJ

$186,660–$263,520 / year

This role owns full P&L performance, including revenue, O&M and capital planning, strategic leadership on financing, taxes, and cash/credit management through coordination across multiple departments to ensure plans are executable and meet strategic goals, while driving accountability for results. Headquartered in Akron, Ohio, FirstEnergy includes one of the nation''s largest investor-owned electric systems, more than 24,000 miles of transmission lines that connect the Midwest and Mid-Atlantic regions, and a regulated generating fleet with a total capacity of more than 3,500 megawatts.

30+ days ago

$84,880–$127,330 / year

We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts.

Present approved Deferred Compensation On‑Site seminars covering retirement planning, money and credit, estate planning, Social Security and Medicare, distribution planning, NYCE IRA, and tax planning topics.

30+ days ago

$135,000–$190,000 / year

Celebrating over 25 years of ground-breaking technological innovation across more than 38,000 trials and 12 million patients, Medidata offers industry-leading expertise, analytics-powered insights, and one of the largest clinical trial data sets in the industry.

Drive the preparation and presentation of sophisticated monthly and quarterly financial reports and analyses to senior management and the executive leadership team, including comprehensive variance analysis, key performance indicators (KPIs), and strategic insights.

17 days ago

New York, NY

$125,000–$140,000 / year

As a Financial Planning Strategist, you will be responsible for supporting and working closely with Relationship Managers (RM), Business Development Officers and clients to analyze, communicate and implement financial planning strategies for HNW/UHNW clients, as well as provide client support to the Wealth Strategies team. Perform financial planning analyses, including reviewing financial statements and other data, gathering additional data as necessary, entering data, evaluating alternative scenarios to respond to the client request, as well as alternatives to prompt additional planning considerations.

30+ days ago

New York, New York

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The Analyst, Financial Planning & Analysis will work directly with FP&A leadership to identify, design, and deploy AI-native solutions that transform how the company plans, forecasts, reports, and makes decisions. The scope is deliberately broad: we want someone who can move fluidly between building a working prototype, pressure-testing a financial model, and presenting a vision to senior leadership.

20 days ago

New York, NY

$160,000–$190,000 / year

p>Please be advised that official communication from our recruitment team will only come from our authorized domain [prenuvo.com].

Help reshape the world through proactive healthcare while working with cutting-edge technology and high performing teams with deep expertise - join us to make a difference in people's lives!

14 days ago

New
New York, NY
$115,000–$130,000 / year
p>Headquartered in New York City, Progyny has been recognized for its leadership and growth as a TIME100 Most Influential Company, CNBC Disruptor 50, Modern Healthcare's Best Places to Work in Healthcare, Forbes' Best Employers, Financial Times Fastest Growing Companies, Inc. 5000, Inc.
Our benefits solution empowers patients with concierge support, coaching, education, and digital tools; provides access to a premier network of fertility and women's health specialists who use the latest science and technologies; drives optimal clinical outcomes; and reduces healthcare costs.
6 days ago

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Financial Planning Jobs in Kew Gardens, NY

CFO Jobot

Charitable Planning Attorney - CT or FL Jobot

VP Financial and Strategic Risk Management United Nations Federal Credit Union

Estate Planning Attorney Jobot

Senior Associate Financial Due Diligence Jobot

Financial Controller Vaco LLC

Workday Financial Consultant Federal Home Loan

Senior Tax Manager / Tax Principal – High Net Worth Clients Jobot

Financial software Consultant Quantifi Inc.

Financial Advisor New York Life - Uniondale

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

Junior Financial Analyst - Temp to Hire Page Group

Associate, Transaction Advisory Services Jobot

Vice President, Transaction Advisory Services Jobot

Financial Professional - Nyc New York Life - Kaysilyn Lawson

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Head of Financial Reporting Page Group

Financial Services Professional NYL - Nassau GO

Financial Advisor Trainee New York Life - Melville, NY

Sales Manager Financial Services NYL - Nassau GO

Controller/Finance Lead Vaco LLC

Sr. Backend Engineer dv01

Sr. Tax Planner Vaco LLC

Senior Tax Specialist Vaco LLC

Controller Vaco LLC

Accounting Manager Page Group

Project Engineer Oerlikon Surface Solutions

Financial Business Analyst Brains Workgroup, Inc.

Software Developer - Financial Systems Eclaro

Senior Accountant Synerfac Technical Staffing

Senior Financial Analyst, Affiliate Financial Planning & Analysis Horizon Media LLC

Manager, Financial Planning & Analysis Center for Justice Innovation

Senior Director, Budget and Financial Planning & Analysis New York University

Senior Director, Financial Planning & Analysis Quest Diagnostics Inc

Senior Analyst, Financial Planning & Analysis Mutual of America

VP, Corporate Financial Planning and Analysis Gerson Lehrman Group Inc

Financial Planning, Senior Director Oppenheimer & Co. Inc.

Assistant Vice President, Financial Planning and Analysis Tradeweb Markets Inc

Senior Manager, Financial Planning & Analysis Ascot Group Ltd

Director, Financial Planning & Analysis Herself Health

Vice President, Financial Planning & Analysis The Bank of New York Mellon Corp

Veterans Transition Program -Associate, Financial Planning & Analysis BlackRock Inc

Director, Financial Planning & Analysis - NJ imported

Director, Financial Planning & Analysis - NJ FirstEnergy Corp

Associate Manager, Financial Planning MissionSquare Retirement

Sr. Manager, Financial Planning & Analysis (FP&A)(NYC) Medidata Solutions Inc

Financial Planning Strategist Canadian Imperial Bank of Commerce

Analyst, Financial Planning & Analysis Link Logistics

Technical Manager, Financial Planning and Analysis (FP&A) Prenuvo

Manager, Financial Planning and Analysis Progyny Inc

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