2,570 Results for

Financial Planning Jobs in Pearl River, NY

Jobs

New!

New York, NY2 days ago

$200,000 Per Year
Full-time

Financial 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.•

New York, NY13 days ago

$270,000–$310,000

Employee 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.

New!

New York, NY4 days ago

Remote

$300,000–$373,750

Demonstrated 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).

New!

Sleepy Hollow, NYToday

$60–$90

This role is ideal for professionals with biotech, pharmaceutical, or healthcare industry experience who understand complex regulatory, operational, and financial environments and can quickly step in to support critical accounting functions. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

New!

Stamford, CT2 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.

New!

New York, NY2 days ago

$150,000–$250,000 Per Year

As 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.

New!

New York, NY3 days ago

$60,000–$100,000

Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. The Financial Advisor assist clients with investable assets between $250,000 and $5,000,000 to reach their financial goals, strive to build long term relationships, and work clients over time as their needs change.

Danbury, CT17 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, NY7 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!

Danbury, CT3 days ago

$65,000–$80,000 Per Year

This role ensures patients have timely access to insurance enrollment and financial assistance services while maintaining strong internal controls, accurate patient billing processes, vendor accountability, and compliance with healthcare billing and payer requirements. Serves as the organization’s internal lead for oversight of both outsourced billing vendor and internal patient billing activities, including self-pay and sliding fee accounts.

New!

New York, NY5 days ago

$185,000–$225,000

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. About the role: Our client, a fast growing private equity firm that invests in the media and technology space, is seeking a Financial Controller to take ownership of all internal finance and accounting operations while serving as a close partner to the CFO.

New!

Elmsford, NY2 days ago

$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.

Uniondale, NY8 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!

Jersey city, NJ4 days ago

$26–$26

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.

New!

Mount Kisco, NY4 days ago

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

New!

Greenwich, CT4 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

New!

Mount Vernon, NY4 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

New!

Mount Vernon, NY4 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

New!

Port Washington, NY4 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

New!

Union, NJ4 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Uniondale, NY7 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.

New York, NY30+ days ago

$105,468 Per Year

Regardless of seniority or role, uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors. Own assigned product areas, collaborate closely with business and technology teams, and deliver reliable member-focused digital solutions.

New!

Stamford, CT4 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

Newark, NJ11 days ago

$60,000–$90,000 Per Year

The 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.

New!

Purchase, NY2 days ago

$100,000–$140,000

Prepare and communicate in a concise and accurate manner tax technical topics and issues as well as incorporating into documents, presentations, and communications (memos, fact sheets, etc.) for a wide range of technical and non-technical audiences . Ability to perform research on various tax accounting and tax technical issues using online tax research services and conveying results in a clear concise manner .

New!

Uniondale, NY3 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 York, New York7 days ago

$155,000–$199,500
Full-time

The role works autonomously while collaborating across practice groups and regions, requiring an ownership mindset, proactive approach, and ability to drive initiatives forward with minimal supervision. The Business Development Manager supports the Chair of the Private Equity group in driving business development and marketing efforts for the Chair's practice.

New!

New York, NY2 days ago

$115,000–$130,000 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. If you come from Big 4 audit with a real estate focus and want to move into a role with genuine ownership, long-term stability, and a sophisticated portfolio to work on, this is worth a serious look.

New!

Hackensack, NJ2 days ago

$140,000–$180,000

New York, New York7 days ago

$49.73–$63.74
Full-time

The Business Development Coordinator will work collaboratively with the Senior Business Development Coordinator, the broader MP-Team, and any additional staffing resources supporting the practice, including project management, administrative, business development, and external vendor support teams. Success in the role requires strong communication, responsiveness, professionalism, and a team-first mindset, including the ability to proactively escalate issues, provide timely updates, and operate effectively within a highly collaborative support structure.

New!

Woodbury, NY2 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 York, New York7 days ago

$185,000–$275,000
Full-time

Reed Smith Legal Solutions is seeking a strategic and entrepreneurial Senior Manager & Team Lead, Intelligence & Investigations, to build and lead a premier global investigative practice supporting clients across the legal, financial services, corporate, and private equity sectors. The Senior Manager will lead the development of a high-performing global investigations team, oversee sophisticated client engagements, and execute strategic business development initiatives across law firms, investment firms, and multinational corporations.

New York, New York7 days ago

$165,000–$185,000
Full-time

Reed Smith Legal Solutions is seeking a highly experienced and strategic Manager, to join their Intelligence & Investigations team to lead complex investigative engagements and deliver actionable intelligence to clients across the legal, financial services, and corporate sectors. The successful candidate will play a central role in executing high-impact client matters, managing investigative workflows, and mentoring research personnel and subcontractors across multiple jurisdictions.

New!

Brooklyn, NY2 days ago

$90,000–$95,000 Per Year

The organization is known for delivering a high-quality customer experience through fresh food offerings, prepared meals, bakery, deli, butcher, seafood, and specialty grocery departments within a fast-paced, inventory-driven retail environment. A growing multi-location retail and grocery organization is seeking an experienced Accounting Manager to support day-to-day accounting operations, financial reporting, and process improvement initiatives.

New!

New York, NYToday

$130,000–$175,000

New!

Danbury, CT5 days ago

$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.

New!

New York, NY2 days ago

$115,000–$130,000 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. 100% paid benefits + Strong Base Salary | Blended Accounting & FP&A | Unique role at a global real estate institution — small team, real ownership.

New!

Parsippany, NJ4 days ago

$123,250–$166,750

New!

New York, NY2 days ago

Remote

$120,000–$140,000 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. This role operates as a trusted advisor, driving high-impact financial reporting, navigating complex multi-entity structures, and delivering exceptional client service that supports strategic decision-making.

New!

New York, NY3 days ago

$137,700–$186,300

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. Kforce's client, a leading national CPA firm, is seeking an Audit Manager for their growing Financial Services in New York City.

New!

Woodbury, NY2 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!

Newark, NJ3 days ago

Remote

$155,200–$232,800 Per Year

Educate physicians and other health care professionals about Jazz Pharmaceuticals product(s), providing the most current information about the approved indications for the company’s products within the current disease areas of focus: Small Cell Lung Cancer (SCLC) and Gastrointestinal (GI) Cancers. The successful candidate may also be eligible for a discretionary annual cash bonus or incentive compensation (depending on the role), in accordance with the terms of the Company's Global Cash Bonus Plan or Incentive Compensation Plan, as well as discretionary equity grants in accordance with Jazz's Long Term Equity Incentive Plan.

New!

Pine Brook, NJ2 days ago

$115,000–$140,000 Per Year

Job Details: We are seeking an experienced Account Manager from another CPA firm specializing in clients in the Entertainment industry./The ideal candidate will have a background as a music business manager, working with high net worth clients, has a robust understanding of financial reporting, budgeting, and ability to service clients at a high caliber. 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.

New!

New York, NY2 days ago

$160,000–$215,000 Per Year

Established 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.

New!

New York, NY2 days ago

$120,000–$150,000 Per Year

New!

Pearl River, NY2 days ago

$180,000–$220,000 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 an auto group with 10+ dealerships across the New York market and over 1000 employees, we have been providing top service and top brands to our customer base for the last 20 years.

New!

Bronx, NY4 days ago

$98,200–$130,800

We’re one of the largest nonprofit home- and community-based health care organizations in the country, and today, more than 11,500 team members work together to make a difference in the lives of more than 99,000 patients and members on any given day. Participates in Hospice Team meetings, IDG management meetings, and serves on relevant committees for the purposes of information exchange, team collaboration, development of procedures and documentation tools, development of quality and training.

New!

Jersey City, NJ1 day ago

Remote

$154,000–$253,000 Per Year

Responsible for various internal audit assurance activities for core Finance auditable entities including Treasury, Accounting & Tax, Financial & Regulatory Reporting, Corporate Development & Strategy, Financial Performance Management, Corporate Real Estate, Procurement, and Data, Client & Business Intelligence. Director of Audit for Finance will manage a team of Financial and IT audit professionals in overseeing audits in compliance with key regulations such as FDICIA (FDIC Improvement Act), SOX (Sarbanes-Oxley Act), and CCAR (Comprehensive Capital Analysis and Review).

New!

New York, NY5 days ago

$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!

New York, NY2 days ago

$100,000–$125,000 Per Year

A niche commercial insurer that partners with brokers to serve specialty business insurance needs with tailored solutions, supported by experienced management and reinsurance backing, is currently hiring a Program Manager for their Scottsdale, AZ or Manhattan, NY offices. 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.

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Financial Planning Jobs in Pearl River, NY

VP Financial and Strategic Risk Management United Nations Federal Credit Union

CFO - Law Firm Kforce Inc.

Chief Financial Officer - IPO IPO Kforce Inc.

Financial Consultant Kforce Inc.

Charitable Planning Attorney - CT or FL Jobot

Financial Controller Jobot

Vice President, Financial Advisor BNY

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

Finance Reporting Analyst The Graduate Center, CUNY

Team Lead: Billing, Financial & Insurance Assistance & Revenue Cycle Oversight Connecticut Institute for Communities, Inc.

Financial Controller Vaco LLC

Manager of FP&A Jobot

Sales Manager Financial Services NYL - Nassau GO

Entry Level Financial Services Vaco LLC

Financial Consultant - Stamford, CT Fidelity Investments

Financial Consultant - Greenwich, CT Fidelity Investments

Financial Consultant - Garden City, NY Fidelity Investments

Financial Consultant - Roslyn, NY Fidelity Investments

Financial Consultant - Wall Street, NY Fidelity Investments

Financial Consultant - Flatiron, NY Fidelity Investments

Financial Services Professional NYL - Nassau GO

IT Product Manager - Digital Banking United Nations Federal Credit Union

Financial Consultant - Fairfield, CT Fidelity Investments

Entry-Level Financial Specialist New York Life-NJ General Office

Tax Manager - Tax Accounting & Reporting Kforce Inc.

Financial Service Professional New York Life - Nassau County General Office

Business Development Manager – U.S. Corporate Reed Smith US

Senior Accountant (M&A / FP&A) Jobot

FP&A Manager - Tech Unicorn Kforce Inc.

Business Development Coordinator Reed Smith US

Tax Manager (Hybrid) Jobot

Senior Manager and Team Lead, Intelligence & Investigations Reed Smith US

Manager, Intelligence & Investigations Reed Smith US

Accounting Manager Jobot

Senior Manager - Risk Advisory Kforce Inc.

FP&A Manager Vaco LLC

Real Estate Accountant - $130,000 Jobot

External Reporting Manager Kforce Inc.

REMOTE - Accounting Manager (Private Equity Real Estate) Jobot

Audit Manager Kforce Inc.

Senior Audit Manager, CPA firm Jobot

Senior Oncology Account Manager - Northern New Jersey Jazz Pharmaceuticals

Business Account Manager/Accountant-Entertainment CPA Firm Jobot

Vice President, Transaction Advisory Services Jobot

Associate, Transaction Advisory Services Jobot

Director of Finance Jobot

Team Manager, Hospice Home Care, Bronx VNS Health

Director of Audit- Finance City National Bank

Controller Vaco LLC

Program Manager Jobot

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