572 Results for

Financial Planning Jobs in Norwalk, CT

Jobs

New!

Stamford, CT5 days ago

$200,000–$300,000 Per 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. Providing expert legal advice on all aspects of charitable planning, including the establishment and operation of various types of charitable organizations and trusts.

Melville, NY30+ days ago

$80,000–$130,000 Per Year
Full-time

Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.

Long Island City, NY30 days ago

$70,815–$82,663 Per Year
Full-time
Employee

The Financial Aid Specialist will, in addition to the CUNY Title Overview, perform the following: Perform functions required for the compliance and administration of the New York State Opportunity Promise (NYSOP)Grant for approved degree programs including tracking students. Under the directions from the Financial Aid Manager, the Financial Aid Specialist will be responsible for determining students’ eligibility for the New York State Opportunity Program (NYSOP) grant, and the New York State Tuition Assistance (TAP) Workforce Program grants.

New!

Elmsford, NYToday

$170,000–$190,000 Per Year

Reporting directly to the Senior Vice President of FP&A, this role will lead critical enterprise processes including the Annual Operating Plan (AOP), sponsor and lender reporting, and financial reporting & performance management, while owning and advancing the company’s Oracle EPM platform. 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.

Danbury, CT12 days ago

Full-time
Employee

The Product Manager, Cash Management & Business position within Payment Services, leads the end‑to‑end management of the Bank’s business deposit products and payment services, including business checking and savings, earnings credit and balance-based pricing, liquidity solutions, and services such as ACH, wires, remote deposit capture, Positive Pay, and real‑time payments. Partners with Treasury Services, Marketing, Digital Services, Customer Service Center, and Branch Banking to develop and implement sales and service strategy and marketing initiatives to promote profitable acquisition, retention and cross sales of product lines.

New York, NY25 days ago

$70–$110 Per Hour
Contractor

We are hiring an FP&A Analyst to support financial planning, forecasting, and strategic decision-making. Job Overview: W2 Contract Only.

New!

Uniondale, NY3 days ago

Join us at New York Life, where we empower our Sales Managers to lead with confidence and make a meaningful impact in the financial services industry. Responsibilities:Lead and inspire a dynamic sales team to achieve and exceed sales targets, fostering a culture of excellence and innovation.

New!

New York, NY2 days ago

$61,831–$76,937 Per Year
Full-time

The Graduate Center’s commitment to research and scholarship for the public good is exemplified by its more than 30 centers, institutes, and initiatives, including its Advanced Science Research Center (ASRC), a 200,000 square-foot facility in upper Manhattan, designed to promote collaboration among scientists in five areas of global research and innovation: nanoscience, photonics, structural biology, neuroscience, and environmental sciences. The Finance Reporting Analyst reports to the Accounting and Reporting Manager and is primarily responsible for all revenue and expense accounting at the Graduate Center for Tax Levy and Non-Tax Levy, including but not limited to Tuition and Fees and Adult Continuing Education (“ACE”).

New!

Uniondale, NY2 days ago

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.

Uniondale, NY13 days ago

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.

New!

Woodbury, NY5 days ago

$85,000–$120,000 Per 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. As a Tax Manager, you will be responsible for managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals, and providing them with a broad range of tax services.

New!

Danbury, CTToday

$120,000–$140,000

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. 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.

Uniondale, NY12 days ago

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. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.

New!

Woodbury, NY5 days ago

$140,000–$160,000 Per 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. With multiple offices along the East Coast and an expanding client base, we offer professionals the opportunity to join a collaborative organization with strong leadership, growth potential, and a forward-thinking vision.

New!

Melville, NY4 days ago

$60,000–$100,000 Per Year

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.

New!

Long Island City, NYToday

$70–$90

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. Ledger Integrity: Maintain total oversight of the general ledger and all subsidiary ledgers, including journal entries, transaction corrections, and monthly WIP reconciliations.

New!

Shelton, CTToday

$60,000–$70,000

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. Interpersonal Intelligence - Understands self and others’ emotions and is able to manage self and others’ emotions to create a comfortable environment removing internal and external barriers to build rapport with others, including those with diverse opinions and beliefs, by acting with respect, dignity, and integrity.

New!

Stamford, CTToday

$130,000–$140,000

New!

Elmsford, NYToday

$110,000–$120,000

New!

greenwich, CTToday

$140,000–$150,000

New!

Great Neck, NYToday

$150,000–$180,000

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. Strategic Advisory: Lead and implement tax-efficient strategies for new investment structures, acquisitions, and joint ventures across various asset classes (e.g., real estate, financial services, manufacturing).

New!

Flushing, NY1 day ago

$18.15–$29.44 Per Hour

Whether you’re helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people’s lives.  . As a Counter Manager, you come in energized and ready to inspire your team - wearing your name badge with pride, greeting colleagues with genuine warmth, and ensuring your counter is polished, organized, and fully prepared to welcome customers.

Islip, NY30+ days ago

Must demonstrate knowledge of the principles of growth and development over the life span and possess the ability to assess data reflective of the patient's status and interpret the appropriate information needed to identify each patient's requirements relative to his/her age-specific needs, and to provide the care needed as described in the department's policies and procedures. Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more - so you can live fully at and away from work, including: Compensation .

White Plains, NY30+ days ago

Uniondale, NY12 days ago

Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking. Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.

New!

Bethany, CT2 days ago

$26.37–$31.16 Per Hour

Coordinate all aspects of product development and ensure compliance with ISO 9001 Product Development procedures, to include: R & D, Technical Services, Operations, Finance, Marketing and Sales Training. Key product development and product line management position responsible to coordinate market needs with company innovation initiatives to increase sales, profit and market share.

Huntington Station, NY30 days ago

$90,000–$115,000 Per 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.

Long Island City, NY30 days ago

$50,500–$72,236 Per Year
Full-time
Employee

Coordinates meetings for the Senior Director and staff as needed; Assists in monitoring budgets and expenditures; Prepare purchase requisitions; Formats and prepares statistical reports and related charts and graphs; Drafts routine correspondence; Prepares and coordinates the distribution of staff training materials; Keep up with changes in college business processes/software; May take dictation and/or transcribes notes, if necessary; Assist with special projects and related job-related duties as assigned. Typical duties are outlined below: Follows up with staff and administrators throughout the College, University, and the community to resolve problems; Coordinates the work of others for program activities and events, including registration, room arrangements, travel, fee collection, purchases, etc.

Bethel, CT9 days ago

Full-time
Employee

New!

Tarrytown, NY4 days ago

Full-time

We operate in niche segments within these categories in which the strength of our brand names, our established retail distribution network, a low-cost operating model and an experienced management team are the keys to our success. This role operates independently to translate business drivers into decision-oriented financial insights, with direct impact on pricing, margin, cost productivity, and capital allocation decisions.

Southport, CT10 days ago

Full-time
Employee

Manage and mentor an offshore Accounts Payable teamOversee weekly disbursement review and payment approvalsMonitor AP workflows, SLAs, KPIs, and compliance metricsManage expense reporting processes and delinquency follow-upMaintain and improve AP controls and segregation of dutiesReview AP aging and provide analysis on outstanding balancesSupport recurring payments, confidential vendor activity, and escalationsDevelop and maintain SOPs and AP process documentationAssist with reporting, dashboards, and process improvement initiativesPartner cross-functionally with accounting, finance, and operations teams. 2–5+ years of Accounts Payable supervisory or management experienceStrong understanding of AP processes, controls, and expense reportingExperience managing remote or outsourced teams preferredExcellent communication and organizational skillsAbility to thrive in a fast-paced, deadline-driven environmentAssociate’s degree or equivalent AP experience required.

Melville, NY11 days ago

$100,000–$110,000

Under the direction of the Director of FP&A, the Financial Planning & Analysis Manager will lead and mentor a team of Financial Analysts while supporting the consolidation, analysis, and interpretation of financial and operational data across the organization. This role is responsible for developing financial models, reporting, forecasting, and business insights that help drive strategic decision-making, identify opportunities, and improve overall financial performance.

Elmsford, New York30+ days ago

Reporting directly to the Senior Vice President of FP&A, this role will lead critical enterprise processes including the Annual Operating Plan (AOP), sponsor and lender reporting, and financial reporting & performance management, while owning and advancing the company’s Oracle EPM platform. Acquired by private equity firm Calera Capital in 2018, ImageFIRST serves medical facilities nationwide providing linen, patient gowns, scrubs, and more while managing their clients’ linen inventory for cost management.

Melville, New York24 days ago

$140,000–$160,000 Per Year

Prepares and presents executive-level budget summaries, bridge analyses, and scenario models to the Executive Leadership team as required, translating complex financial data into clear, actionable narratives. Directly facilitates and drives cross-functional budget reviews with business unit leaders, challenging assumptions, validating inputs, and ensuring completeness and accuracy of all submissions prior to executive consolidation.

New York, NY30+ days ago

$184,500–$246,000 Per Year

Influence the team of trusted financial advisors and strategic business partners to executive leadership across various business units, providing critical financial guidance and influencing strategic decision-making on key business initiatives. 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.

Greenwich, Connecticut30+ days ago

$75,000–$95,000 Per Year

New!

Westport, CT2 days ago

$120,000–$130,000 Per Year

A fast-growing consumer brand in the performance and lifestyle space is seeking a Finance Manager, Inventory Planning to support inventory strategy, demand forecasting, and supply chain finance operations. Support inventory forecasting through sales demand modeling, production planning, warehouse allocation analysis, and product sell-through reporting.

New!

Westport, CT2 days ago

$120,000–$130,000 Per Year
Full-time

A fast-growing consumer brand in the performance and lifestyle space is seeking a Finance Manager, Inventory Planning to support inventory strategy, demand forecasting, and supply chain finance operations. This is an exciting opportunity for a highly analytical and collaborative professional to help scale financial and operational planning processes within a dynamic, high-growth environment.

New York, NY9 days ago

$126,000–$170,000 Per Year

Challenge assumptions and highlight potential bias or gaps in forecasts with data driven perspectives • Operate effectively in environments where data and infrastructure are not fully mature, developing pragmatic and actionable analytical approaches . (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

Westport, CT30+ days ago

$100,000–$120,000 Per Year

This leader partners closely with Medical Leadership (DVMs), Hospital Operations, Pricing, FP&A, Accounting, Procurement, Inventory Operations, and IT/Data teams to balance clinical service levels, working capital, and profitability in a high-volume, SKU-intensive environment with seasonal demand patterns and multiple Practice Information Management Systems (PIMS). Partner with Hospital Leaders and Operations to forecast, measure, and enforce inventory buying budgets at the hospital level by category/sub-class—monitoring, escalating, and recommending actions as trends shift.

New York,, NY30+ days ago

Full-time

In June 2023, Kering Beauté announced that it had signed an agreement to acquire historic high-end fragrance house Creed; founded in 1760 it is known for its distinctive collections of timeless and sophisticated perfumes, including the iconic Aventus. Oversee all architectural and construction projects and activities related to the development of new boutiques and/or renovation of existing boutiques, from performing surveys, layout, and design through construction completion, punch list, and turnover.

new haven, CT30+ days ago

Full-time

This role sits at the center of decision-making—translating complex financial data into actionable insights and guiding leaders across the organization to make informed, mission-aligned decisions. Guided by a Board of Directors, most of whom are patients themselves, we take pride in being a healthcare leader dedicated to delivering high-quality, affordable medical and dental care to everyone, regardless of their insurance status or ability to pay.

Norwalk, CT11 days ago

Remote

Full-time

In this role, you will help guide product-level strategic business outlook by forecasting demand units, in relation to pricing, advertising, and other key metrics, creating plans that drive day-to-day execution across cross-functional teams. Leverage third-party and internal data sources to validate existing forecasts and establish a comprehensive growth strategy and forecasts for new business ventures (e.g., new marketplaces, product listings, SKUs) .

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.

New York, NY30+ days ago

$222,017.06–$327,475.37

The Senior Director will collaborate closely with Development Marketing and Communications, serving in an advisory capacity by providing subject matter expertise and input to inform multi-channel gift planning strategy, messaging, and content that grow visibility and engagement among planned gift prospects and members of the John Revere Society. The Senior Director of Planned Giving serves as NYU Langone Healths senior leader responsible for developing, executing, and growing a best-in-class planned giving program that drives significant philanthropic revenue for institutional and campaign priorities.

New Hyde Park, New York10 days ago

$80,000–$90,000 Per Year

Prepare for client meetings (independently or with senior advisors) by coordinating resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

New Haven, Connecticut30+ days ago

$150,000–$200,000 Per Year

Suffolk – America’s Contractor – is a national company with more than $8 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets. The Senior Planner supports projects over $100 million by creating baseline and progress schedules for various stages of the project, gives technical and practical input on all project schedules and prepares and analyzes updates.

Home Office, CT30+ days ago

$216,306–$324,458 Per Year

NY generally ranges: $216,306-$324,458CA generally ranges: $225,710-$338,565All other locations fall under our General State range: $190,701-$286,052Benefits may vary depending on the nature of your employment with Cloud Software Group and the country where you work. · Engage senior executives (CIO, CTO, CISO, COO, CRO, CDO, Head of Claims, Head of Underwriting) and articulate value aligned with enterprise priorities such as modernization, AI strategy, operational efficiency, compliance, and digital customer experience.

Manhattan, NY30+ days ago

Full-time

You will play a key role towards the overall goal of the Finance department, which is to protect the Company's financial assets, mitigating financial risks and closely monitoring the financial stability of the company through robust reporting, compliance controls and cross-functional partnerships. The freedom to create, the constant search for beautiful materials, the transmission of a savoir-faire of excellence and the aesthetic of functionality define the singularity of Hermès, a house dedicated to making highly-crafted, beautiful objects made to stand the test of time.

Stamford, CT7 days ago

Beyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach. Get to Know Us Charter Communications provides superior communication and entertainment products for residential and business customers through the Spectrum brand.

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Financial Planning Jobs in Norwalk, CT

Charitable Planning Attorney - CT or FL Jobot

Financial Advisor (sales) **Licensing and Training Provided** New York Life

Financial Aid Specialist LaGuardia Community College

Manager of FP&A Jobot

Product Manager - Cash Management & Business Usb (Union Savings Bank)

Financial Analyst (FP&A) Skillects

Sales Manager Financial Services NYL - Nassau GO

Finance Reporting Analyst The Graduate Center, CUNY

Financial Services Professional NYL - Nassau GO

Financial Planner New York Life - Uniondale

Tax Manager (Hybrid) Jobot

FP&A Manager Vaco LLC

Financial Service Professional New York Life - Nassau County General Office

Senior Audit Manager, CPA firm Jobot

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Controller Vaco LLC

Accounting and Finance Agency Business Development Manager Vaco LLC

FP&A Analyst Vaco LLC

Accounting Manager Vaco LLC

Treasury Manager Vaco LLC

Tax Manager Vaco LLC

Retail Cosmetics Sales Counter Manager - Clinique, Flushing - Full Time Macy’s

Registered Nurse (RN) - Neurosurgery - Huntington Station Advocate Aurora

Registered Nurse (RN) - Neurosurgery - Verplanck Advocate Aurora

Insurance Sales Representative NYL - Nassau GO

Associate Product Manager Nesco Resource

Financial Business Analyst Brains Workgroup, Inc.

Administrative Coordinator - Student Financial Aid Services LaGuardia Community College

Senior Accountant Company Confidential

Corporate Financial Planning & Analysis Manager Prestige Brands

AP Manager Company Confidential

Financial Planning & Analysis Manager Professional Physical Therapy

Manager, Financial Planning & Analysis ImageFIRST Healthcare Laundry Specialists

Senior Manager, Financial Planning & Analysis Leviton Manufacturing

Sr. Director, Financial Planning & Analysis (FP&A) Dassault Systèmes

Financial Planning & Analysis (FP&A) Analyst QXO

Finance Manager, Inventory Planning Michael Page

Finance Manager, Inventory Planning Michael Page International

FP&A Planning & Control, VP (Individual Contributor) SMBC

Manager of Inventory and Planning PetVet Care Centers

Project Manager, Store Planning and Design International Cosmetics & Perfumes

Chief Financial Officer (CFO) Fair Haven Community Health Care

Demand Planning Manager Gorilla Commerce

Senior Finance Associate, Business Planning & Analysis Bridgewater Associates

Health System Senior Director - Planned Giving NYU Langone Health

Associate Financial Planner CAPTRUST

Regional Planning Manager Suffolk Construction Company, Inc.

Enterprise Account Manager - Financial Services & Insurance (FSI) Cloud Software Group

Financial Analyst Hermes

Manager, Business Planning Charter Communication

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