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Financial Planning Jobs in Lodi, NJ

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Director, Workforce Planning Ivyrehab

White Plains, New York

Remote

$150,000–$200,000 / year

This position will report into the VP, Operations Finance and will be responsible for developing and maintaining workforce planning models for a large outpatient therapy organization with 750+ locations, across multiple states, service lines, and disciplines, leveraging technology to build efficient processes and output, generating actionable insights, and collaborating with Field Leadership to review and optimize workforce plans. The Director, Workforce Planning will play a critical role in leading Ivy Health's workforce strategy end-to-end in partnership with Operations Leaders and Talent Acquisition, ensuring strategic goals are met through forecast modeling, capacity planning, comprehensive analytics and insights, collaboration, and effective communication.

6 days ago

Planning Manager Tapestry, Inc.

New York, NY

$103,000–$125,000 / year

Developing Direct Reports and Others: Provides challenging and stretching tasks and assignments; holds frequent development discussions; is aware of each person's career goals; constructs compelling development plans and executes them; pushes people to accept developmental moves; will take on those who need help and further development; cooperates with the developmental system in the organization; is a people builder. Managerial Courage: Doesn't hold back anything that needs to be said; provides current, direct, complete, and "actionable" positive and corrective feedback to others; lets people know where they stand; faces up to people problems on any person or situation (not including direct reports) quickly and directly; is not afraid to take negative action when necessary.

27 days ago

Director, Financial Planning & Analysis TPR Education LLC

$150,000–$190,000 / year

Every year, it helps millions of college- and graduate school-bound students achieve their education and career goals through online and in-person courses delivered by a network of more than 4,000 teachers and tutors, online resources, and its more than 150 print and digital books published by Penguin Random House. The company's Tutor.com brand is one of the largest online tutoring services in the U.S. It comprises a community of thousands of tutors who have delivered more than 22 million one-to-one tutoring sessions.

6 days ago

Manager, Integrated Planning Mediabrands Worldwide Inc

New York, NY

$85,000–$100,000 / year

Omnicom's policy requires employees to work in the office for a minimum of three days a week, unless additional in-office days are directed by their agency or manager. Strong knowledge of 360° cross-channel media, including Digital (Search, Social, Programmatic, Video, Content, Display), Print, TV/OTT, OOH, and Audio.

30+ days ago

Estate Planning Attorney Gables Search Group

Garden City, NY

$125,000–$150,000 / year

The ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues. Advise clients on all aspects of estate planning, including the preparation of wills, trusts, powers of attorney, and advance directives.

8 days ago

Audit Sr. Manager, Financial Services Baker Tilly Virchow KrauseLLP

New York City, NY

$132,400–$225,200 / year

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.

17 days ago

Director, Resource Management & Workforce Planning, Audit & Attest Armanino McKenna LLP

New York City, NY

$157,400–$214,400 / year

Success in this role means business leaders have timely and reliable visibility into future capacity and demand; available talent is actively and appropriately deployed; staffing conflicts and capacity imbalances are identified and resolved quickly; and workforce forecasts reliably inform hiring, contingent labor, and other talent decisions. This leader will be accountable for ensuring available capacity is effectively deployed, anticipated demand is understood, staffing issues are identified and resolved proactively, and workforce decisions support client delivery, employee development, utilization, and financial performance.

3 days ago

Financial Analyst Spot & Tango

New York, NY

$80,000–$100,000 / year

You'll support budgeting and forecasting for key functions, evaluate new business opportunities, and drive strategic initiatives across capital investments, capacity planning, supplier negotiations, facility expansion, and margin improvement in a fast-paced environment. Partner on the financial evaluation of capital investments, developing business cases, analyzing ROI and payback periods, reviewing post-investment results, and track project spend against approved budgets.

23 days ago

Lead Financial Analyst - BBD FP&A Broadridge Financial Solutions Inc

New York, NY

$100,000–$120,000 / year

Broadridge Financial Solutions, a global Fintech leader with more than $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We serve banks, brokers, mutual funds, retirement funds, and corporate issuers; the industry relies on us to send a broad range of financial communications to investors in equity securities and mutual funds.

30+ days ago

Audit Manager, Financial Services Baker Tilly Virchow KrauseLLP

Iselin, NJ

$112,500–$168,000 / year

17 days ago

Executive Director, Financial Planning & Analysis (Fp&A) Guidehouse

New York, NY

$226,000–$376,000 / year

This highly visible leader will partner with the Chief Financial Officer, executive leadership, segment leaders, and functional stakeholders to translate business performance into actionable insights, strengthen financial discipline, and support profitable growth. The Head of FP&A will build and lead a high-performing team, establish scalable planning and reporting processes, and provide forward-looking analysis across revenue, backlog, pipeline, labor, utilization, indirect costs, margins, cash flow, and capital allocation.

10 days ago

Director, GTM Strategy, Planning & Analytics Articulate Global Inc

$163,900–$245,900 / year

As the leader of this function, the Director will define priorities and operating models, develop managers and senior individual contributors, and partner closely with GTM, Finance, Data, IT, and executive stakeholders to operationalize company strategy and improve GTM performance. Increasingly, organizations must reskill employees for ever-changing remote and hybrid work environments, create learning cultures that attract and retain employees in a tight labor market, and use training to build more equitable, empowering, and engaging workplaces.

30+ days ago

Associate Director, Comms Planning Mediabrands Worldwide Inc

New York, NY

$100,000–$135,000 / year

You'll lead comms planning for financial-services brands that demand depth, rigor, and smart storytelling, and you'll help shape work that actually moves audiences and markets. Their expertise, creativity, and entrepreneurial spirit shape everything we do-fueling our success, expanding our technological capabilities, and delivering cutting-edge solutions that meet the evolving needs of our clients.

30+ days ago

Financial Solutions Advisor - S. Brooklyn /Staten Island Market Bank of America

Brooklyn, New York

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.

30+ days ago

Vice President, Financial Planning & Analysis Publicis Groupe SA

New York, NY

$149,340–$239,148 / year

Leadership of the Pillar FP&A Organization Create an integrated leadership model across Consolidation / HQ, Agency FP&A, and the Production, Creative, and Health sub-pillar leads, with clear accountability for how each team contributes to the pillar-wide view and supports its respective businesses. 3. Forward-Looking Decision Support Anticipate scenarios that could affect the pillar and direct scenario analysis and evaluation of key business assumptions, including revenue, staffing, compensation, utilization, client activity, investment, and restructuring.

17 days ago

Healthcare Financial Advisory Services Associate Huron Consulting Group Inc

New York, NY

Remote

$120,000–$165,000 / year

Minimum of 3 years of healthcare financial advisory experience, either consulting supporting provider organizations or comparable experience serving in a strategic financial leadership capacity within a health system, hospital, or other acute care organization. Huron's industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent financial management missteps and prioritize business decisions that reset the financial trajectory of their organizations.

3 days ago

Senior Analyst, Corporate Financial Analysis Zoetis

Parsippany, New Jersey

Any unsolicited resumes sent to Zoetis from a third party, such as an Agency recruiter, including unsolicited resumes sent to a Zoetis mailing address, fax machine or email address, directly to Zoetis employees, or to Zoetis resume database will be considered Zoetis property. The Senior Analyst, Corporate Financial Analysis supports corporate budgeting, forecasting, and performance management, partnering with FP&A and business unit finance to improve forecasting accuracy and deliver actionable insights.

4 days ago

Financial Services Technology Consulting - Wealth and Asset Management - Manager - Private Markets Ernst & Young Global Ltd

New York, NY

$142,600–$261,500 / year

If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Support solution design and implementation across traditional and alternative investment systems, including: Aladdin, Charles River, SimCorp, Eagle, Geneva, Investran, eFront, DealCloud, Yardi, LemonEdge, 73 Strings, Dynamo, iLEVEL, and related data or workflow tools.

30+ days ago

Trainee Financial Professional Client Success (REMOTE) Equitable Financial Life Insurance Company

Remote

422152'',''true'',''422152'',''false'',''Submission for the position: Trainee Financial Professional Client Success (REMOTE) - (Job Number: 260000IY)'',''false'',''422152'',''false'',''true'',''Trainee Financial Professional Client Success (REMOTE)'',''260000IY'',''UNITED STATES-Remote'',''UNITED STATES-Remote'','''','''',''Equitable'',''Equitable'',''Full-time'',''Full-time'',''!*! Through a combination of licensing, hands‑on client engagement, mentorship, and real‑world experience, you will develop the technical skills, confidence, and business acumen required to succeed in a dynamic, client‑centric financial services environment.

3 days ago

2027 Guardian Summer MBA Manager, Enterprise Strategy & Planning The Guardian Life Insurance Company of America

New York, NY

$12,000–$13,600 / year

We are a highly visible group and work on project teams to solve complex problems, develop the long-range plans for Guardian, and partner with senior leaders to identify, develop, evaluate, prioritize, and deliver strategic initiatives across the organization. The team: The Enterprise Strategy & Planning team is responsible for developing overall strategy for Guardian, conducting strategic deep dives for key business units, and managing the infrastructure of strategic planning across the company.

23 days ago

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Financial Planning Jobs in Lodi, NJ

Director, Workforce Planning Ivyrehab

Planning Manager Tapestry, Inc.

Director, Financial Planning & Analysis TPR Education LLC

Manager, Integrated Planning Mediabrands Worldwide Inc

Estate Planning Attorney Gables Search Group

Audit Sr. Manager, Financial Services Baker Tilly Virchow KrauseLLP

Director, Resource Management & Workforce Planning, Audit & Attest Armanino McKenna LLP

Financial Analyst Spot & Tango

Lead Financial Analyst - BBD FP&A Broadridge Financial Solutions Inc

Audit Manager, Financial Services Baker Tilly Virchow KrauseLLP

Executive Director, Financial Planning & Analysis (Fp&A) Guidehouse

Director, GTM Strategy, Planning & Analytics Articulate Global Inc

Associate Director, Comms Planning Mediabrands Worldwide Inc

Financial Solutions Advisor - S. Brooklyn /Staten Island Market Bank of America

Vice President, Financial Planning & Analysis Publicis Groupe SA

Healthcare Financial Advisory Services Associate Huron Consulting Group Inc

Senior Analyst, Corporate Financial Analysis Zoetis

Financial Services Technology Consulting - Wealth and Asset Management - Manager - Private Markets Ernst & Young Global Ltd

Trainee Financial Professional Client Success (REMOTE) Equitable Financial Life Insurance Company

2027 Guardian Summer MBA Manager, Enterprise Strategy & Planning The Guardian Life Insurance Company of America

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