CFO JobotCFOBrooklyn, NY$275,000–$300,000 / yearInformation 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.
VP Financial and Strategic Risk Management United Nations Federal Credit UnionVP Financial and Strategic Risk ManagementNew York, NY$200,000 / yearFull timeFinancial 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.•
Estate Planning Attorney JobotEstate Planning AttorneyNorth Branch, NJ$160,000–$175,000 / yearInformation 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 New Jersey office works closely with clients on both planning and administration matters, including multigenerational estate planning, trust and estate administration, and related tax considerations.
NewFinancial Controller JobotFinancial ControllerNew York, NY$150,000–$250,000 / yearAs we continue to evolve and expand, we are seeking a Financial Controller to partner closely with executive leadership and play a key role in maintaining strong financial operations and supporting strategic decision-making. 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.
Senior Associate Financial Due Diligence JobotSenior Associate Financial Due DiligenceNew York, NYRemote$120,000–$145,000 / yearInformation 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.
NewChief Financial Officer - IPO IPO Kforce Inc.Chief Financial Officer - IPO IPONew York, NYRemote$300,000–$373,750Demonstrated government and regulatory experience, such as engaging with government agencies, navigating public policy, securing incentives/grants, or managing relations with regulatory bodies (e.g., experience in sectors with heavy government oversight like infrastructure, defense, energy, or regulated industries). Experience leading/contributing to an IPO process, including f S-1 filings, SEC compliance, roadshows, and transition to public company reporting (prior successful IPO as CFO highly preferred; Experience in pre-IPO readiness or public company finance acceptable).
CFO - Law Firm Kforce Inc.CFO - Law FirmNew York, NY$270,000–$310,000Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
NewChief Financial Officer Vaco LLCChief Financial OfficerNew Brunswick, NJ$275,000–$300,000Determining 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. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewCFO Vaco LLCCFOMonmouth Junction, NJ$200,000–$300,000Determining 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.
Senior Tax Manager / Tax Principal – High Net Worth Clients JobotSenior Tax Manager / Tax Principal – High Net Worth ClientsNew York, NY$200,000–$260,000 / yearJoin 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.
NewFinancial Controller Vaco LLCFinancial ControllerNew York, NY$165,000–$175,000Determining 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. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewEntry Level Financial Services Vaco LLCEntry Level Financial ServicesJersey city, NJ$26–$26Determining 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.
Senior Tax Associate – High Net Worth Clients & Family Office Services JobotSenior Tax Associate – High Net Worth Clients & Family Office ServicesNew York, NY$120,000–$140,000 / yearYou'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. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.
Vice President, Transaction Advisory Services JobotVice President, Transaction Advisory ServicesNew York, NY$160,000–$215,000 / yearEstablished 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.
NewAssociate, Transaction Advisory Services JobotAssociate, Transaction Advisory ServicesNew York, NY$120,000–$150,000 / yearEstablished 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.
Entry-Level Financial Specialist New York Life-NJ General OfficeEntry-Level Financial SpecialistNewark, NJ$60,000–$90,000 / yearThe perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed.
Clinical Director (LCSW or LMSW) - Behavioral Health Mitchell MartinClinical Director (LCSW or LMSW) - Behavioral HealthStaten Island, NY$100,000–$120,000 / yearA well-established behavioral health organization serving individuals through residential and outpatient programs is seeking a Clinical Director (LCSW or LMSW) to join its leadership team. • The Clinical Director will drive accountability, ensure regulatory excellence, and elevate the quality and consistency of care across the organization.
Director of Audit Kforce Inc.Director of AuditNew York, NY$55–$55Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
NewStaff Accountant Kforce Inc.Staff AccountantNew York, NYRemote$75,000–$80,000Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
NewOracle EPM Technical Product Owner Mitchell MartinOracle EPM Technical Product OwnerNew York, NY$133,000–$190,000 / year
NewSenior Tax Specialist Vaco LLCSenior Tax SpecialistNew York, NY$170,000–$200,000Determining 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. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewSr. Tax Planner Vaco LLCSr. Tax PlannerNew York, NY$150,000–$200,000Determining 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. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewController Vaco LLCControllerLong Island City, NY$70–$90Determining 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. Ledger Integrity: Maintain total oversight of the general ledger and all subsidiary ledgers, including journal entries, transaction corrections, and monthly WIP reconciliations.
NewVirtual Family Nurse Practitioner - [Overnights - NY, DC, CA licensed] One MedicalVirtual Family Nurse Practitioner - [Overnights - NY, DC, CA licensed]New York, NY$73.70–$81.90 / hourIn the past 5 years, practiced as an FNP: 4 years in an outpatient primary care setting seeing patients of all ages (0+), OR 4 years in an urgent care or emergency medicine setting seeing patients of all ages (0+) . The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients in concert with their primary care providers.
NewVirtual Physician Assistant - [Overnights - NY, DC, CA licensed] One MedicalVirtual Physician Assistant - [Overnights - NY, DC, CA licensed]New York, NY$73.70–$81.90 / hourIn the past 5 years, practiced as an PA: 4 years in an outpatient primary care setting seeing patients of all ages (0+), OR 4 years in an urgent care or emergency medicine setting seeing patients of all ages (0+) . The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients in concert with their primary care providers.
NewVirtual Primary Care Physician One MedicalVirtual Primary Care PhysicianNEW YORK, NYRemote$262,000–$278,500 / yearOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients.
NewNurse Practitioner or Physician Assistant One MedicalNurse Practitioner or Physician AssistantNEW YORK, NY$146,400–$155,530 / yearIn the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting, OR 1 year in an outpatient primary care setting, coupled with either a 1 year primary care fellowship or 1+ year in an urgent care setting. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years.
NewFamily Medicine Physician One MedicalFamily Medicine PhysicianHOBOKEN, NJ$258,500–$274,700 / yearOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues.
NewFamily Nurse Practitioner or Physician Assistant One MedicalFamily Nurse Practitioner or Physician AssistantNEW YORK, NY$146,400–$155,530 / yearIn the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 1 year in an outpatient primary care setting seeing patients of all ages (0+), coupled with either a 1 year primary care fellowship or 1+ year in an urgent care setting seeing patients of all ages (0+). Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years.
Senior Property Accountant AtriumSenior Property AccountantLittle Falls, NJ$140,000–$145,000 / yearThe Senior Property Accountant will join a highly experienced accounting team and take ownership of the financial operations for a portfolio of commercial and industrial properties. This role offers a strong balance of autonomy and collaboration, making it ideal for someone who enjoys managing the full accounting lifecycle while contributing to a stable, team-oriented environment.
NewController AtriumControllerEdison, NJBy 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. Required Experience/Skills for the Controller: 5+ years of progressive accounting leadership experience, with demonstrated process improvements.
Accounting Manager Page GroupAccounting ManagerManhattan, NY$120,000–$140,000 / yearFull timeFollowing 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.
Senior JDE Finance Consultant Company ConfidentialSenior JDE Finance ConsultantNew York City, NY$69,000–$177,000 / yearFull timeWe are HCLTech, one of the fastest-growing large tech companies in the world and home to 220,000 people across 60 countries, supercharging progress through industry-leading capabilities centered around Digital, Engineering and Cloud. A JDE E1 Finance Consultant requires deep expertise in GL, AP, AR, and Fixed Assets modules, strong knowledge of financial business processes, and experience in configuration, implementation, and functional specification (FSD) creation.
NewFinancial software Consultant Quantifi Inc.Financial software ConsultantNew York, NY$131,997–$131,997 / yearFull timePrepared 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.
NewWorkday Financial Consultant Federal Home LoanWorkday Financial ConsultantNew York, NY$80–$80 / hourFull timeWorkday 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.
Software Developer - Financial Systems EclaroSoftware Developer - Financial SystemsNew York, NY$72–$75 / hourFull timeThis 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.
Senior Accountant Synerfac Technical StaffingSenior AccountantMahwah, NJ$100,000–$115,000 / yearThe 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.
Senior Financial Analyst, Affiliate Financial Planning & Analysis Horizon MediaSenior Financial Analyst, Affiliate Financial Planning & AnalysisNew York, New YorkWe 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.
Manager, Financial Planning & Analysis Center for Justice InnovationManager, Financial Planning & AnalysisNew York, New YorkResponsibilities 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 . Bachelor’s degree in finance, accounting, business administration, or other related fields; At least 5-7 years of demonstrable experience including supervisory experience and success in nonprofit financial management 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 .
Senior Director, Financial Planning & Analysis Quest Diagnostics IncSenior Director, Financial Planning & AnalysisSecaucus, NJ$180,000–$240,000 / yearQualifications: 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.
Senior Director, Budget and Financial Planning & Analysis New York UniversitySenior Director, Budget and Financial Planning & AnalysisNew York, NY$255,500–$305,500 / yearUnder 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.
Vice President, Financial Planning & Analysis (FP&A) Stratus UnlimitedVice President, Financial Planning & Analysis (FP&A)$180,000–$200,000 / yearThis role serves as a strategic finance partner to executive leadership, providing insight into financial performance, trends, risks, and opportunities to support informed decision-making and long-term business objectives. From exterior signage & interior branding to site refresh & remodel, from energy & lighting to repair & maintenance solutions, we deliver ideal solutions to meet all our client's branding needs.
Senior Analyst, Financial Planning & Analysis Mutual of AmericaSenior Analyst, Financial Planning & AnalysisNew York, New YorkBuilds 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.
VP, Corporate Financial Planning and Analysis Gerson Lehrman Group IncVP, Corporate Financial Planning and AnalysisNew York, NY$162,000–$220,000 / yearWe 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.
Assistant Vice President, Financial Planning and Analysis Tradeweb Markets IncAssistant Vice President, Financial Planning and AnalysisNew York, NY$70,000–$160,000 / yearTradeweb 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.
Associate Manager, Financial Planning MissionSquare RetirementAssociate Manager, Financial PlanningNew York, NY$84,880–$127,330 / yearWe 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.
Sr. Manager, Financial Planning & Analysis (FP&A)(NYC) Medidata Solutions IncSr. Manager, Financial Planning & Analysis (FP&A)(NYC)New York, NY$135,000–$190,000 / yearCelebrating 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.
Senior Manager, Financial Planning & Analysis Ascot Group LtdSenior Manager, Financial Planning & AnalysisISELIN, NJ$170,000–$185,000 / yearCompany 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.
Financial Planning Strategist Canadian Imperial Bank of CommerceFinancial Planning StrategistNew York, NY$125,000–$140,000 / yearAs 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.