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Financial Planning Jobs in Lodi, NJ

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Director of Financial & Planning Analysis Vaco LLC

New York, NY

$60–$68 / hour

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. The ideal candidate is an analytical, solutions-oriented finance professional who thrives in a fast-paced environment, excels at translating complex financial data into actionable insights, and fosters a collaborative partnership culture across the organization.

11 days ago

Estate Planning Attorney Jobot

Queens, NY

$100,000–$200,000 / year
Quick Apply

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.

3 days ago

Financial Planner Jobot

Madison, NJ

$150,000–$180,000 / year
Quick Apply

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. Comfort working independently, navigating evolving priorities, and balancing technical rigor with a thoughtful client experience.

7 days ago

Senior Financial Advisor / Private Wealth Advisor Jobot

New York, NY

$250,000–$750,000 / year
Quick Apply

Unlike traditional organizations driven by aggressive expansion or short-term production goals, this firm takes a thoughtful approach to growth, focusing on experienced advisors and successful teams who value independence, collaboration, and the opportunity to build something meaningful over time. As the organization continues expanding its national presence, we are interested in connecting with established Financial Advisors, Private Wealth Advisors, and Wealth Management Teams who may be curious about opportunities for greater autonomy, resources, and long-term career growth.

7 days ago

CFO Jobot

Oyster Bay, NY

$275,000–$330,000 / year
Quick Apply

The ideal candidate brings a combination of construction, real estate, development, and property management expertise, coupled with the executive presence to guide financial strategy, optimize portfolio performance, and support acquisition and development activities. This executive will serve as a strategic partner to ownership and senior leadership, overseeing all aspects of financial management, capital planning, real estate accounting, development finance, and long-term growth initiatives.

5 days ago

Manager, Talent & Workforce Analytics, Global Strategic Workforce Planning Daiichi Sankyo, Inc.

Basking Ridge, NJ

$136,080–$204,120 / year

Be the technical engine of this capability and its trusted data partner: build, automate and own the data analytics solutions that power our workforce strategy, and lead the sourcing, validation and modelling of the data those solutions depend on, working directly with stakeholders across our globalizing network. Workforce Planning, Analytics & Insights Build, maintain and enhance the workforce analytics models supporting strategic workforce planning and delivery model design, delivering against the scope, methodology and design direction defined by the Snr Director / Director.

3 days ago

Financial Controller - Top New Jersey Construction Company! Jobot

Totowa, NJ

$160,000–$190,000 / year
Quick Apply

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. Ability to prepare monthly financial statements, key metric reports, budgets, forecasts, cash flow projections and analyses.

5 days ago

Planning and Stress Testing Model Execution AVP Barclays

New York, NY

Join Barclays as a Planning and Stress Testing Model Execution AVP, where youll have the chance to drive the execution and evolution of critical financial planning and stress testing models that support strategic decision-making across the bank. In this role, you will lead the onboarding of existing and emerging quantitative modeling methodologies, enhance model infrastructure, and coordinate model redevelopment efforts in response to performance monitoring, validation feedback, and changing business requirements.

20 days ago

Corporate Vice President, Advanced Planning Consultant New York Life Insurance Company

New York, NY

$140,000–$200,000 / year

This role drives large-case production through advanced sales strategies, estate planning, and premium finance solutions by delivering targeted agent engagement, hands-on client-facing support, and comprehensive training for agents and field leadership. In this role, you will support and enable our agents by delivering expertise, training, and premium finance solutions that drive growth, production, and long-term success across the enterprise.

30+ days ago

Revenue Strategy & Planning, Senior Manager - Remote Cribl

New York, NY

Remote

$93,300–$175,000 / year

Support annual and long-range planning: Collaborate with GTM leaders, other team members and cross-functional partners on annual and long-range planning. Leverage AI to optimize GTM operations: Apply AI tools and workflows to automate analysis, surface insights faster, and improve the efficiency of existing processes.

8 days ago

Financial Analyst I Daiichi Sankyo

Basking Ridge, NJ

$22–$30.22 / hour
Contractor

Planning and Forecasting – Facilitate the understanding of operational and financial requirements of department of the company, development of templates and coordination of the process for the Company’s Annual Strategic and Operating Plans, and support to budget managers through the capital planning process, as well as contribution in completion of the final reporting package to the parent company in Japan. This role requires strong analytical skills, Candidate should possess understanding of the causes of variances and provide management with impacts to expenses trends that are not accounted for in forecasting/latest estimates models.

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.

4 days ago

Senior Analyst, Plan to Forecast Daiichi Sankyo, Inc.

Basking Ridge, NJ

$92,160–$138,240 / year
Full time

Analyze and constantly monitor cost structures, cost types and cost centers; gather data and measures for accurate budgeting and cost management including charges; ensure adherence to budgetary, forecasting and transfer pricing guidelines etc. Stay current with the new developments in the marketplace, new technology capabilities (i.e. predictive forecasting, etc.), and personnel expense/benefit parameters in order to provide strategic direction to the P2F team and meaningful support to the region.

24 days ago

Senior Financial Reporting and Analytics Analyst Vaco LLC

New York, NY

$125,000–$150,000 / year

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 publicly traded technology-forward financial services firm, is are seeking a Senior Financial Reporting & Analytics Analyst to support financial reporting, accounting, and data analysis initiatives across a growing finance organization.

11 days ago

Associate Financial Planner New York Life - Uniondale

Uniondale, NY

Quick Apply

Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Qualifications: Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.

Today

Director, Financial Management (FP&A)- Card Discover Financial Services

New York, NY

$187,300–$213,700 / year

You will work directly with the Card Business Leadership Team, the Card Finance Leadership Team, and key senior leaders across various Finance disciplines, including Corporate Planning, Accounting, Balance Sheet & Capital Planning, and Corporate Development. We want leaders with the ability to build collaborative partnerships across a broad set of stakeholders, who hold exceptional problem-solving abilities in undefined and complex situations, and are excited about working with a robust stakeholder team.

15 days ago

Financial Analyst Atrium

Edison, NJ

$40–$42 / hour

By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Guided by our Applicant-Centric™ approach, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated.

8 days ago

VP of Financial Budgeting & Analysis CFS

New York, NY

This is a highly visible leadership opportunity to partner directly with executive leadership, drive budgeting strategy, and help shape the financial future of a mission-driven organization. Ready to lead financial planning and analysis for one of New York City's most impactful nonprofit organizations?

7 days ago

Director Financial Disbursements and Process Optimization Daiichi Sankyo, Inc.

Basking Ridge, NJ

$184,240–$276,360 / year
Full time

Global Collaboration / Relationship Management Be accountable for the cross-functional service line collaboration with GloBuS, the US business functions, local Finance and business staff, Global functions, and other stakeholders often at high levels; be responsible for functional coordination of business scope or projects; constructively share information and expertise within GloBuS teams and with other stakeholders; liaise with regional and global GloBuS senior management. This role is primarily responsible to build, stabilize, lead and develop the complete GloBuS USSC service line scope to ensure the performance & delivery of all services related to the end-to-end P2P process in a high quality and in an exhaustive, efficient, timely and fully compliant manner.

24 days ago

VP, Financial Consultant Charles Schwab

Millburn, NJ

As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy. • To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.

27 days ago

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Financial Planning Jobs in Lodi, NJ

Director of Financial & Planning Analysis Vaco LLC

Estate Planning Attorney Jobot

Financial Planner Jobot

Senior Financial Advisor / Private Wealth Advisor Jobot

CFO Jobot

Manager, Talent & Workforce Analytics, Global Strategic Workforce Planning Daiichi Sankyo, Inc.

Financial Controller - Top New Jersey Construction Company! Jobot

Planning and Stress Testing Model Execution AVP Barclays

Corporate Vice President, Advanced Planning Consultant New York Life Insurance Company

Revenue Strategy & Planning, Senior Manager - Remote Cribl

Financial Analyst I Daiichi Sankyo

Estate Planning Attorney Gables Search Group

Senior Analyst, Plan to Forecast Daiichi Sankyo, Inc.

Senior Financial Reporting and Analytics Analyst Vaco LLC

Associate Financial Planner New York Life - Uniondale

Director, Financial Management (FP&A)- Card Discover Financial Services

Financial Analyst Atrium

VP of Financial Budgeting & Analysis CFS

Director Financial Disbursements and Process Optimization Daiichi Sankyo, Inc.

VP, Financial Consultant Charles Schwab

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