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Financial Planning Jobs in Oceanside, NY

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Estate Planning Strategist, Vice President Morgan Stanley

Purchase, NY

$110,000–$190,000 / year

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. More specifically: Working closely with senior estate planning strategists and financial advisors to build relationships with ultra-high net worth clients and prospective clients relating to estate and tax planning.

30+ days ago

Manager, Planning - Programmatic NBCUniversal Media LLC

New York, NY

$85,000–$115,000 / year

We produce and distribute premier filmed entertainment and programming through our powerhouse film and television studios, including Universal Pictures, DreamWorks Animation, and Focus Features, and the four global television studios under the Universal Studio Group banner, and operate industry-leading theme parks and experiences around the world through Universal Destinations & Experiences, including Universal Orlando Resort, home to Universal Epic Universe, and Universal Studios Hollywood. We own and operate leading entertainment and news brands, including NBC, NBC News, NBC Sports, Telemundo, NBC Local Stations, Bravo, and Peacock, our premium ad-supported streaming service.

30+ days ago

Associate, Capital Planning (Ccar) Morgan Stanley

New York, NY

$90,000–$115,000 / year

This is an associate level position within our Corporate Treasury & Capital Planning Job Family which is responsible for planning, managing, forecasting and optimizing capital, liquidity and funding resources; governance oversight of Treasury and Capital Planning; setting frameworks, policies and guidelines for appropriate management of these resources; managing regulatory deliverables and exams; managing CCAR/Capital Stress Testing process. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

30+ days ago

Vice President, Strategic Planning & Financial Operations, US Marcomms MasterCard

Purchase, NY

$213,000–$351,000 / year

All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and. This leader partners closely with U.S. marketing leadership, Finance, Services, and business stakeholders to shape annual and multiyear plans, manage budgets, cultivate ideas, and maximize the impact of marketing investment.

30+ days ago

Financial Controller Nebius Group NV

$139,600–$174,500 / year

As a Financial controller, SPV]/ Financial Reporting Manager, you will play a critical role in supporting a public company environment by leading the analysis and documentation of complex accounting matters and ensuring high-quality, compliant financial reporting. Your responsibilities will include: Prepare and review monthly, quarterly, and annual financial statements and reporting packages for special purpose vehicles (SPVs), ensuring timely and accurate reporting in accordance with U.S. GAAP and applicable entity requirements.

30+ days ago

Associate Director, Integrated Media Planning - Financial Services Omdus Omd Usa

New York, New York

We are OMD, Cannes Lions 2024 Media Network of the Year, RECMA's Best-performing Media Network Globally, and COMvergence's #1 Global Agency Network. To the extent permissible by local law, 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.

2 days ago

Capital Planning and Analytics Morgan Stanley

New York, NY

$95,000–$155,000 / year

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Responsibilities include planning, managing, forecasting, and optimizing capital, liquidity and funding resources; governance oversight of Treasury and Capital Planning; setting frameworks, policies and guidelines for appropriate management of these resources; managing regulatory deliverables and exams.

30+ days ago

Capital Planning And Analytics, Avp/Director Morgan Stanley

New York, NY

$95,000–$155,000 / year

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Responsibilities include planning, managing, forecasting, and optimizing capital, liquidity and funding resources; governance oversight of Treasury and Capital Planning; setting frameworks, policies and guidelines for appropriate management of these resources; managing regulatory deliverables and exams.

30+ days ago

Financial Analyst (Remote) HR Prospect

Jersey City, New Jersey

Remote

Your responsibilities will include managing and meticulously reviewing vendor reports to ensure accuracy, creating comprehensive client-specific reports that provide valuable insights, and participating in meetings to discuss findings and strategies. Prepare financial and utilization reports (based on the source documents) to be used in monthly/quarterly experience reports, annual forecasting (renewals) and any ad-hoc analysis for fully insured clients.

30+ days ago

Director, Data Science & Analytics, Finance (Hybrid - NYC)) Broadridge Financial Solutions Inc

New York, NY

$175,000–$195,000 / year

Reporting to VP of ICS FP&A and Analytics, this role will partner within Technology, Business and Finance to elevate the organization's centralized reporting and decision insights capabilities, improve the quality of financial data, strengthen forecasting and decision-making, and deliver measurable operational and financial outcomes. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective.

30+ days ago

Finance Manager CFS

New York City, NY

FinanceManager #AccountingJobs #FinanceJobs #NYCJobs #FinancialLeadership #CorporateFinance #FinanceCareers. Opportunity to broaden your leadership experience while partnering with cross-functional teams.

30+ days ago

Director, Core Business Finance On Location

New York, New York

An official partner and/or service provider to over 150 iconic rights holders, such as the IOC (the Milano Cortina 2026 and Los Angeles 2028 Olympic Games), FIFA, NFL, NCAA, UFC, WWE, and PGA of America, the company also owns and operates a number of its own unique experiences. On Location provides unrivaled access for corporate clients and fans looking for official, immersive experiences at marquee events, including the Olympic and Paralympic Games, FIFA World Cup 2026, Super Bowl, NCAA Final Four, and more.

30+ days ago

Associate, Integrated Media Planning Mediabrands Worldwide Inc

New York, NY

$34,000–$60,000 / 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. At an entry-level, the Associate will begin to develop a working knowledge of the media space (all channels) and available media research.

30+ days ago

Financial Advisor, Truist Investment Services, Greenwich, CT Truist Financial Corporation

Greenwich, CT

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.

30+ days ago

Manager, Financial Systems & Data United Fire Group Inc

$123,865–$163,368 / year

The position provides leadership and oversight for Financial Systems and Financial Data analysts, establishes structured intake and prioritization processes, manages operational execution across multiple work streams, and supports the department''s transition from a generalist operating model toward dedicated Systems, Data, and Reporting capabilities. UFG is currently hiring a Manager, Financial Systems & Data who will be responsible for the day-to-day leadership, prioritization, and execution of Finance systems and data operations supporting Accounting, Financial Reporting, Treasury, FP&A, Reinsurance, and related Finance functions.

24 days ago

OCI Cloud Architect, Financial Services Oracle Corp

$147,300–$243,800 / year

10+ years of relevant experience in cloud architecture, infrastructure engineering, solution engineering, technical consulting, or enterprise architecture, including direct work within financial services or delivering technology to financial institutions. 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.

23 days ago

Director, Finance Business Manager - MX Horizon Media

New York, New York

We 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. $150,000.00 - $170,000.00 A successful applicant’s actual base salary may vary based on factors such as individual’s skill sets, experience, training, education, licensure/certifications, and qualifications for the role.

30+ days ago

Wealth Advisor Moneco Advisors

Harrison, NY

Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. You'll work alongside experienced professionals, contribute from day one, and see firsthand the impact financial planning has on real people's lives.

30+ days ago

Senior Associate - Tech Data AI Ventures, Finance Business Partner New York Life Insurance Co

New York, NY

$100,000–$143,000 / year

The Finance Business Partnering team within the Tech, Data, AI & Ventures (TDAV) Finance department is looking for a Corporate Vice President role that focuses on partnering with finance, business, and technology stakeholders to maintain and enhance Strategic Investment planning, and Financial Planning & Analysis (FP&A) processes, which includes consolidation of monthly results, planning, forecasting, and ad-hoc analysis. This position requires advanced analytical and communication skill sets to ensure requests are understood, processed and delivered within applicable time frames, and in accordance with New York Life's accounting policies and specific technical requirements.

9 days ago

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Financial Planning Jobs in Oceanside, NY

Estate Planning Strategist, Vice President Morgan Stanley

Manager, Planning - Programmatic NBCUniversal Media LLC

Associate, Capital Planning (Ccar) Morgan Stanley

Vice President, Strategic Planning & Financial Operations, US Marcomms MasterCard

Financial Controller Nebius Group NV

Associate Director, Integrated Media Planning - Financial Services Omdus Omd Usa

Capital Planning and Analytics Morgan Stanley

Capital Planning And Analytics, Avp/Director Morgan Stanley

Financial Analyst (Remote) HR Prospect

Director, Data Science & Analytics, Finance (Hybrid - NYC)) Broadridge Financial Solutions Inc

Finance Manager CFS

Director, Core Business Finance On Location

Associate, Integrated Media Planning Mediabrands Worldwide Inc

Financial Advisor, Truist Investment Services, Greenwich, CT Truist Financial Corporation

Manager, Financial Systems & Data United Fire Group Inc

OCI Cloud Architect, Financial Services Oracle Corp

Director, Finance Business Manager - MX Horizon Media

Wealth Advisor Moneco Advisors

Senior Associate - Tech Data AI Ventures, Finance Business Partner New York Life Insurance Co

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