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Financial Planning Jobs in Ontario, CA

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Associate Director, Business Analysis Wolters Kluwer N.V.

Philadelphia, PA

$122,300–$218,550 / year

As a business analysis associate director, you will lead a team of business analysts to create and optimize the way our product and customer success teams analyze use of our products and present insights to our customers. Partner with innovation teams as new features are brought into the product to ensure that product, customer success and customers will have the right insights into adoption and the value of new features.

30+ days ago

IT Business Partner (Finance Applications) Trinseo Plc

Wayne, PA

The role works closely with business stakeholders, IT teams, and external solution providers to define requirements, align technology capabilities with business objectives, support delivery and adoption, and drive continuous improvement in systems, processes, and user experience. The role is responsible for the intake, assessment, prioritization, implementation, and value realization of technology initiatives across Trinseo''s Finance and Corporate application landscape, including Treasury, Fixed Assets, Cost Accounting, FP&A, Tax, Internal Audit, Internal Controls, and Payroll.

25 days ago

Director, Oncology Business Insights & Analytics Merck & Co Inc

North Wales, PA

$190,800–$300,300 / year

Key Responsibilities: Engage with disease aligned teams and leaders across the US commercial organizations to understand their strategic priorities across the commercial value chain from Business Development, Pipeline management to commercial development across launch and in-line assets and indication management. The candidate should have experience leading cross-functional teams (direct line management and indirect management of individuals with a dotted reporting line) in their prior roles and demonstrated the ability to develop talent, create a team culture that brings the best out of everyone in the team.

30+ days ago

VP, AI Business Transformation AFS

Exton, Pennsylvania

You will work cross-functionally with teams such as Operations, Product, Technology, People, Go-To-Market functions to drive an integrated AI roadmap – ensuring initiatives are aligned, sequenced correctly, and delivering measurable value. • Demonstrated experience driving an organization to adopt a significant new technology or way of working, ideally including an AI adoption initiative in the last 1–2 years (transforming a workflow/business function).

30+ days ago

Program Manager, Business Process & AI CTDI Careers

West Chester, Pennsylvania

This role works closely with finance, operations, commercial stakeholders, customers, technical partners, and leadership to identify opportunities for margin improvement, cost reduction, expense management, forecasting accuracy, resource allocation, operational efficiency, and inventory optimization. The Program Manager, AI & Business Process will partner with leadership to improve business visibility, optimize program-level financial outcomes, and develop practical tools that strengthen reporting, analysis, inventory visibility, and decision-making.

8 days ago

Business Analyst - Payments & Core Banking Artech LLC

Princeton, NJ

$40–$46 / hour
Quick Apply

The ideal candidate will possess deep knowledge of end-to-end payment processing, middleware integrations, core banking operations, and requirements analysis. The candidate will work closely with business stakeholders, product owners, development teams, and integration teams to deliver banking transformation and payment initiatives.

7 days ago

VP, Finance and Business Planning Axia Women's Health

Voorhees Twp, New Jersey

The VP of Financial Operations will lead the organization's budgeting and forecasting processes, ensure timely and accurate financial reporting, support mergers and acquisitions, and continuously enhance financial processes, systems, and analytics to improve organizational performance. At its core, Axia Women’s Health is a community of over 400 providers across nearly 150 locations committed to providing a more caring, connected, and progressive health care experience for women.

30+ days ago

Business Controller Evolution United States

Philadelphia, Pennsylvania

$70,000–$90,000
Full time

Data Management: Continuously improve and manage a variety of financial and KPI databases across the organization by collaborating closely with accounting, IT, and Business Intelligence (BI) teams. Collaboration/review results: Work with Functional Managers to review & understand expenses/KPI’s and also work closely with Accounting Team to validate and ensure data vs plan.

5 days ago

Head of Cards Fraud Strategy - Business Analytics Director Citigroup Inc

New Castle, DE

$170,000–$300,000 / year

Must demonstrably understand the data sources and analytic techniques that are used at scale by large consumer finance institutions, but also have significant experience leading and innovating in the areas of customer recognition, cross-channel servicing and marketing, digital acquisitions and attribution, and client retention through a series of appropriate business intelligence, analysis, models and strategies, implemented either internally in our decision systems, or externally at third-party providers such as the credit bureaus and database marketing companies/DSPs. Significant influence and execution skills in ambiguous contexts, and should be able to articulate a regional strategy that stakeholders will accept, including colleagues in the areas of information technology, operations, marketing, finance, credit, fraud, and authorizations, in order to build next-generation data platforms and analytics solutions that improve the customer experience and create sustainable business growth outcomes.

30+ days ago

2026 Business Process Associate Consultant - Premium Hub CoE Academy Program SAP SE

Newtown Square, PA

Possess development experience in one or more programming or scripting languages (e.g., Java, ABAP, C/C++, C#, Python, PHP) along with strong technical skills in SQL, database management, business intelligence, enterprise performance management, data mining, and systems administration. Originally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for database, analytics, intelligent technologies, and experience management.

30+ days ago

Vice President, Marketing Analytics Manager (Small Business) JPMorgan Chase & Co

Wilmington, DE

As a Vice President, Marketing Analytics Manager on the Small Business Decision Sciences team, you will manage and deliver analytics across the marketing campaign lifecycle-from opportunity planning and business case development to test design, execution support, reporting, and financial performance measurement. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

30+ days ago

2027 Future Talent Program - Manufacturing Strategy, Business Development and Alliances (MSBDA) Intern Merck & Co Inc

West Point, PA

$39,908–$111,111 / year

Data Analytics & Business Intelligence: Leverage data analytics and visualization tools to analyze datasets, identify spend trends, and generate actionable insights that support strategic sourcing decisions. Our facilities, along with our external contractors, suppliers, and partners, comprise an interdependent global manufacturing network committed to delivering a compliant, reliable supply to customers and patients on time, every time, across the globe.

26 days ago

Business Controller Evolution AB

Philadelphia, PA

$70,000–$90,000 / year

Data Management: Continuously improve and manage a variety of financial and KPI databases across the organization by collaborating closely with accounting, IT, and Business Intelligence (BI) teams. Collaboration/review results: Work with Functional Managers to review & understand expenses/KPI's and also work closely with Accounting Team to validate and ensure data vs plan.

4 days ago

Revenue Cycle Business Analyst-(Patient Access) Temple University Health System

Philadelphia, PA

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30+ days ago

Business Partner, Customer Success Vertage

Philadelphia, Pennsylvania

You will be empowered to build senior stakeholder relationships, proactively identify new business opportunities within the account, lead a confident commercial talk track, and deliver flawless operations in conjunction with the Client Sponsor, Service Delivery team, and Shared Back-Office Services team. It combines the day-to-day program delivery ownership of the Program Lead with the candidate-facing and supplier-facing rigor of the Senior Talent Consultant, wrapped in a strategic Business Partner lens toward the client’s Customer Success organization.

30+ days ago

Business Insurance Underwriting Professional Development Program (BI Updp) Internship The Travelers Companies

Blue Bell, PA

$25–$26 / hour

The 10-week program (running from early June to mid-August) provides qualified interns with an excellent opportunity to gain first-hand commercial insurance underwriting experience, receive valuable on-the-job training, and learn more about the property and casualty insurance industry from industry professionals. Learn to leverage modern analytical and artificial intelligence (AI) tools/platforms with the ability to apply critical thinking to evaluate limitations related to quality and accuracy of AI-assisted outputs.

13 days ago

Business Insurance Underwriting Professional Development Program (BI UPDP) Internship The Travelers Companies Inc

Blue Bell, PA

$25–$26 / hour

12 days ago

Executive Business Partner to CEO Seer Interactive

Philadelphia, PA

Remote

Full time

Handle all speaker-specific logistics: fee and hotel/flight allowance negotiation, bio, headshot, W9, vendor forms, ground transport, expense and reimbursement tracking, deadline tracking with organizers (session title, description, key takeaways), day-of tech checks. Seer Interactive is a digital marketing consultancy that harnesses compassion, data, and technology to make a mark on our communities - our coworkers, our clients, our industry, and our neighbors.

30+ days ago

Business Analyst Sunrise Systems Inc

Trenton, NJ

$47–$52 / hour

Skill Matrix: Skill Required / Desired Amount of Experience Experience as a Business Analyst Required 5 Years Experience with testing, training Required 5 Years Experience with developing systems via a structured SDLC methodology Required 5 Years Ability to analyze and document complex business processes and work flows, and propose areas for improvement Required 5 Years Ability to gather data via diverse means (i.e. interviews, observation, surveys, existing written documentation) and interpret relevant information Required 5 Years Ability to document storyboards, screen mockups, wireframes, system flows, interfaces, use cases, and business rules. Required 5 Years Experience with UI design Required 5 Years Experience with user support / Customer Service / Help Desk Required 3 Years Strong skills in Microsoft Visio Required 5 Years 4-year college degree or equivalent study under the direction of the supervisor of the business analyst team or designated project leader.

30+ days ago

Lead Business Process Analyst Univest Financial Corp

Souderton, PA

$115,000–$150,000 / year

Provide day-to-day oversight, prioritization, workload coordination, and quality review for a team of Business Analysts while remaining hands-on for the practice's most complex or high-priority initiatives. Partner with sponsors, business owners, Product or Platform Owners, Project Managers, Technology teams, and vendors to resolve ambiguity, confirm feasibility, and maintain delivery alignment.

26 days ago

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Financial Planning Jobs in Ontario, CA

Associate Director, Business Analysis Wolters Kluwer N.V.

IT Business Partner (Finance Applications) Trinseo Plc

Director, Oncology Business Insights & Analytics Merck & Co Inc

VP, AI Business Transformation AFS

Program Manager, Business Process & AI CTDI Careers

Business Analyst - Payments & Core Banking Artech LLC

VP, Finance and Business Planning Axia Women's Health

Business Controller Evolution United States

Head of Cards Fraud Strategy - Business Analytics Director Citigroup Inc

2026 Business Process Associate Consultant - Premium Hub CoE Academy Program SAP SE

Vice President, Marketing Analytics Manager (Small Business) JPMorgan Chase & Co

2027 Future Talent Program - Manufacturing Strategy, Business Development and Alliances (MSBDA) Intern Merck & Co Inc

Business Controller Evolution AB

Revenue Cycle Business Analyst-(Patient Access) Temple University Health System

Business Partner, Customer Success Vertage

Business Insurance Underwriting Professional Development Program (BI Updp) Internship The Travelers Companies

Business Insurance Underwriting Professional Development Program (BI UPDP) Internship The Travelers Companies Inc

Executive Business Partner to CEO Seer Interactive

Business Analyst Sunrise Systems Inc

Lead Business Process Analyst Univest Financial Corp

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