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Financial Planning Jobs in North Haven, CT

Are you a kid at heart looking to build a career with a leading global children's toy, entertainment and digital gaming company?.

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Hartford, Connecticut14 days ago

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.

CT14 days ago
  • $178,310–$338,030 Per Year

p>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.

Grant Thornton LLP logo
New!

Hartford, CT5 days ago
  • $96,000–$144,000 Per Year

p>In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.

Stanley Black & Decker Inc logo

CT14 days ago
  • $115,800–$199,800 Per Year

p>Learning & Development:

Our lifelong learning philosophy means you'll have access to a wealth of state-of-the-art learning resources, including our Lean Academy and online university (where you can get certificates and specializations from renowned colleges and universities). Join our top-notch team of approximately 43,500 diverse and high-performing professionals globally who are making their mark on some of the world's most beloved brands, including DEWALT, BLACK+DECKER, CRAFTSMAN, STANLEY, CUB CADET, and HUSTLER.

Hartford, CT30+ days ago
  • $74,400–$111,600 Per Year

Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The capacity Planning Consultant is accountable for the development and maintenance of comprehensive staffing models supporting Operations Service/Call Centers.

Hartford, CT12 days ago
  • $97,600–$200,600 Per Year

p>The Strategy and Planning Team within the US Firms Tax ("USFT") group of the Deloitte US Firms is responsible for performing tax research and analyses on US Firms' transactions (e.g., acquisitions, divestitures, and internal restructuring), tracking proposed and enacted federal, state, and local legislation and assessing its impact on the US Firms' entities and its partners, advising other internal functions or our business leadership on the tax consequences of various client and/or vendor obligations, and at times will assist our reporting teams with workpaper preparation and the review of federal partnership returns.

  • Support the team to review and summarize tax-related provisions in legal documents (e.g., purchase and sale agreements, contribution agreements, restructuring documents) for US Firms' transactions to identify tax risks, elections, and post-close action items.

    • New!

    New Haven, CT4 days ago
    • $130,000–$140,000 Per Year

    p>This position partners closely with engineering, operations, finance, and regulatory stakeholders to drive data-driven decision-making, improve capital planning processes, and ensure efficient program delivery.

    A leading utility organization is seeking a Senior Planning Engineer to provide strategic and operational leadership for its Capital Improvement Program (CIP) and long-range infrastructure initiatives.

    New!

    Wallingford, CT6 days ago
    • $62–$68 Per Hour

    Key Responsibilities:

    • Performs a broad range of studies and other consulting services such as transmission planning and operational studies consisting of power flow, transient stability, transfer capability, short-circuit, voltage analysis, harmonics analysis, electromagnetic, reliability, and economic dispatch associated with congestion management scenarios. You can access our privacy policy here.

    Newington, CT30+ days ago
    • $28.85–$33.65 Per Hour

    p>Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.

    Amgen Inc logo

    Bridgeport, CT27 days ago

    In addition to the base salary, Amgen offers a Total Rewards Plan, based on eligibility, comprising of health and welfare plans for staff and eligible dependents, financial plans with opportunities to save towards retirement or other goals, work/life balance, and career development opportunities that may include: A comprehensive employee benefits package, including a Retirement and Savings Plan with generous company contributions, group medical, dental and vision coverage, life and disability insurance, and flexible spending accounts. As an organization dedicated to improving the quality of life for people around the world, Amgen fosters an inclusive environment of diverse, ethical, committed and highly accomplished people who respect each other and live the Amgen values to continue advancing science to serve patients.

    Fairfield, CT27 days ago
    • $70,000–$80,000 Per Year

    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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.

    West Hartford, CT30+ days ago

    Account Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications. Key responsibilities include: • Triage 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.

    Oracle logo

    Hartford, CT30+ days ago
    • $79,100–$158,200 Per Year

    Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_mb@oracle.com or by calling 1-888-404-2494 in the United States.

    Westport, CT30+ days ago
    • $160,000–$200,000 Per Year

    Maintain accountability for how capital is deployed through data-driven analysis, tracking, and ongoing dialogue with business partners to ensure spend aligns with intended outcomes. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting edge technology to validate and execute on timeless and universal investment principles.

    Transaction Network Services Inc logo

    CT29 days ago
    • $162,000–$198,000 Per Year

    The position partners cross-functionally with Product Management, Engineering, Sales, Operations, Shared Services, FP&A, Accounting, and senior leadership to evaluate growth opportunities, assess investment returns, support M&A and corporate development activity, and monitor performance against approved business cases.

    • Lead the development of financial business cases to support investment decisions for new products, platform enhancements, RFI/RFP responses, and strategic initiatives across the Communications, Payments, and Financial Markets business units.

    Hartford, CT21 days ago
    • $110,800–$203,400 Per Year

    This role partners closely with Finance, Actuarial, Enterprise Risk Management, as well as product and business leaders to deliver high-quality forecasting, explain performance drivers, support strategic decisions, and improve processes through automation, analytics, and AI-enabled tools.

    The Hartford is seeking a Director or Assistant Director level leader to help advance financial planning, performance insight, and actuarial support across P&C lines of business.

    Hartford, CT22 days ago
    • $132,800–$219,100 Per Year

    This position leads the financial planning and forecasting function across National Accounts and Residual Markets, owning end-to-end planning processes while directing a variety of core FP&A activities - including the creation and presentation of financial reports that deliver clear, concise insights to senior leadership. This role requires the ability to synthesize complex financial data into executive-ready narratives that connect business performance drivers, progress against strategic objectives, and broader market dynamics - interpreting and communicating analyses in a way that resonates with each intended audience.

    Wallingford, CT30+ days ago
    • $85,000–$110,000 Per Year

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  • Perform a range of technical and analytical support activities related to power systems planning consulting, including:

  • Support power system studies involving generation and transmission and distribution systems, including power flow, stability, short circuit, transient, and reliability analysis. This role provides technical and analytical support to project teams performing engineering, financial, and economic studies for transmission and distribution systems and electric generation.

    • Infosys Ltd logo

    Hartford, CT30+ days ago

    2244806No5439232510.00.004/22/2026Q1-NAMORC-Oracle EPM Planning-LCON-Toppan Merrill-Minneapolis & HubsIn the assigned Job Role of Package Project Lead 1, your Area Of Responsibility will be as below: Develop project timelines, proactively identify and address resource discrepancies to ensure timely project completion Facilitate effective coordination between technical teams and client stakeholders by organizing regular meetings, sprints, and project phases to align expectations and objectives Support technical teams in executing development, integration, and customization stages of enterprise application packages, ensuring adherence to project requirements Monitor project deliverables across all phases to meet established quality benchmarks and stakeholder expectations Your contribution to the team: Proactive risk management to ensure project delivery. Lead Consultant - USTechnology|Oracle Cloud|EPM - Planning Technology|Oracle Cloud|EPM - Financial Consolidation and Close Technology|Oracle Cloud|EPM - Account Reconciliation Infosys is seeking an Oracle EPM techno-functional Consultant who will be driving a cloud solution by interfacing with key customer stakeholders.

    Orange, Connecticut30+ days ago

    This role acts as a key contributor to the overall success of meeting the target portfolio by Operating Company and this success requires depth and breadth of experience to interpret complex data sets and translate them into actionable insights that drive strategic decision-making. The Reporting and Analytics, Lead Analyst performs these functions to manage the portfolio of operating companies across Avangrid Networks to establish, report, monitor, and manage the company’s investment portfolio to financial targets.

    Grant Thornton LLP logo
    New!

    Hartford, CT5 days ago
    • $96,000–$144,000 Per Year

    p>In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.

    Avon, CT30+ days ago
    • $90,000–$120,000

    The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success.

    New!

    Hartford, Connecticut6 days ago

    li>Manages, analyzes, approves, assigns, and evaluates comprehensive data with extensive knowledge of numerous company systems including but not limited to Work Management System, DARS, Maximo, Workday, Workforce, C2, RCOS, Power Track, Cascade and Notify and other applicable databases.

  • Ensure proper accounting is present and documented for budget purposes; works with field operations management to monitor operating area spending to ensure correct accounting of charges to timesheets and work orders.

    • 1

    What Is the Opportunity?.

    This role blends finance and operations within National Accounts, offering a broad scope and cross-functional exposure to the business.

    New Haven, CT30+ days ago

    p>The Chief Financial Officer (CFO), Commercial Segment is a key member of the Commercial Segment leadership team, responsible for driving financial strategy, operational performance, and long-term value creation across the segment.

  • Information Technology:
  • Oversees commercial IT strategy and investment to ensure technology solutions aligned with business objectives, enable revenue growth, and deliver secure, cost-effective systems that support the operation, sales, and data integrity.

    • New!

    Wethersfield, CT2 days ago
    • $80,000–$85,000 Per Year

    p>At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies.

    • Meet one‑on‑one with prospective clients generated through firm‑sponsored marketing activities, including workshops and digital outreach.

    Hartford, CT11 days ago
    • $89,800–$148,300 Per Year

    p>To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/.

  • Participate in projects that involve complex analysis and implementation of non-complex, routine business and financial regulatory changes relating to financial reporting, such as reorganizations, mergers and acquisitions, etc.

    • Hartford, Connecticut30+ days ago

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    About Us | Our Culture | What It’s Like to Work Here | Perks & Benefits. Review and validate actual‑to‑outlook variance files and supporting explanations to ensure clarity, accuracy, and consistency prior to distribution; provide quality assurance and governance oversight for recurring finance deliverables such as enterprise flash summaries and supporting analysis packages.

    Westport, Connecticut20 days ago

    li>Liaise with outside counsel and other external advisors to develop and implement a diverse portfolio of estate and tax planning projects, including:

    • Preparing project charters, managing risk and providing regular status updates to Pillar leadership and stakeholders.
    • Lead the administration of any estate planning strategies, such as annual gifts, GRATs and other wealth transfer techniques, and the administration of any estates, including coordination with Trust pillar, trustees, CPAs, attorneys and financial advisors.

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