3,355 Results for

Financial Planning Jobs in Port Chester, NY

Jobs

Brooklyn, NY

$275,000–$300,000 / 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. Reporting to the CEO and ownership group, the CFO is responsible for financial reporting, controls, systems, compliance, and team leadership to support company growth and performance.

7 days ago

Stamford, CT

$200,000–$300,000 / year

7 days ago

New York, NY

$200,000 / year

p>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.•

26 days ago

Queens, NY

$100,000–$200,000 / 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. The successful candidate will be responsible for assisting clients with the legal aspects of managing their wealth and ensuring their assets are distributed according to their wishes after their death.

4 days ago

New York, NY

Remote

$120,000–$145,000 / 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. We are an M&A advisory firm focused exclusively on providing transaction services including financial and accounting due diligence, tax due diligence and structuring, and integration services for both private equity and corporate clients.

7 days ago

New York, NY

$185,000–$225,000

p> 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.

5 days ago

New York, NY

$80–$80 / hour
Full time

Workday Finance Specialist: This role will work closely with Finance functional leads, HR, IT and external implementation consultants to ensure that financial modules and business processes are accurately configured, tested, and aligned with requirements. Responsibilities include supporting data validation, business process setup, reporting, ongoing support, and long-term optimization of Workday.

12 days ago

New York, NY

$200,000–$260,000 / year

Join a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. 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.

7 days ago

New York, NY

$131,997–$131,997 / year
Full time

Prepared and delivered demonstrations of financial software products, focusing on modeling fixed income instruments (e.g., bonds, credit ETFs) and credit derivatives (e.g., CDS, CDX, tranches) using proprietary models. Performed scenario analysis and Value-at- Risk (VaR) simulations for client portfolios and implemented automated data pipelines to improve risk monitoring capabilities.

11 days ago

Uniondale, NY

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.

14 days ago

New York, NY

$120,000–$140,000 / year

You'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. 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.

7 days ago

New York, NY

$28–$33 / hour

p>Corporate Financial Analyst is needed to support enterprise-wide financial reporting, analytics, and planning activities, partnering closely with senior leadership. This role focuses on financial modelling, variance analysis, and business insights to support strategic decision-making across multiple business units.

5 days ago

New York, NY

$120,000–$150,000 / 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.

7 days ago

New York, NY

$160,000–$215,000 / year

6 days ago

New York, NY

$100,000–$120,000 / year

li>Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances. Responsibilities:

Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking.

1 day ago

Melville, NY

$60,000–$100,000 / year

li>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.

4 days ago

Brewster, NY

chevron_left Back to Job Postings Chief Financial Officer Apply Now Share via Email Print Position Title: Chief Financial Officer Date Posted: 06/19/2026 Location: Brewster, NY Job Category: General Applicant Salary Interval: Full Time Pay Range: N/A Application Instructions About Us: Peckham Industries Inc. (PII) has been a family-run business since 1924 and we believe our family by choice (https://peckham.com/thepeckhamway/) ethos delivers value as the trusted supplier of construction materials, products, and services in the communities we serve. Position Description Job Summary: The Chief Financial Officer (CFO) has a critical role in providing leadership on all matters relating to the finance function ranging from budgeting and forecasting, business analysis, investment, tax and banking operations as well as strategic planning to deliver on growth strategies.

1 day ago

Uniondale, NY

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.

12 days ago

New York, NY

$200,000–$250,000 / year
Full time

The position provides strong exposure to senior management and plays a critical role in ensuring the integrity and transparency of financial information within a complex regulatory environment.

This is a highly visible leadership role offering the opportunity to shape and enhance a firm's financial reporting and regulatory framework.

4 days ago

Uniondale, NY

Join us at New York Life, where we're committed to empowering our Sales Managers to lead with confidence and make a significant impact in the financial services industry. Monitor and report on sales performance, using data-driven insights to make informed decisions and adjustments as needed.

12 days ago

Melville, NY

Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances. Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients.

10 days ago

Staten Island, NY

$100,000–$120,000 / year

A well-established behavioral health organization serving individuals through residential and outpatient programs is seeking a Clinical Director (LCSW or LMSW) to join its leadership team. • The Clinical Director will drive accountability, ensure regulatory excellence, and elevate the quality and consistency of care across the organization.

5 days ago

New York, NY

$180,000–$200,000

p> 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.
Canadian residents may access our policies in English here and in French here.

5 days ago

Danbury, CT

$120,000–$140,000

Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

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.

5 days ago

New York, NY

$150,000–$200,000

p> 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.
Canadian residents may access our policies in English here and in French here.

5 days ago

New York, NY

$170,000–$200,000

p> 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.
Canadian residents may access our policies in English here and in French here.

5 days ago

Long Island City, NY

$70–$90

p> 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.
Canadian residents may access our policies in English here and in French here.

5 days ago

Hoboken, NJ

$150,000–$165,000

p> 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.
Canadian residents may access our policies in English here and in French here.

5 days ago

Newark, NJ

$59.10–$65.50 / hour

In the past 5 years, practiced as an Advanced Practitioner for at least:

2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 2 years in an urgent care or emergency medicine setting seeing patients of all ages (0+) .

5 days ago

New York, NY

$73.70–$81.90 / hour

In the past 5 years, practiced as an PA:

4 years in an outpatient primary care setting seeing patients of all ages (0+), OR 4 years in an urgent care or emergency medicine setting seeing patients of all ages (0+) .

10 days ago

New York, NY

$73.70–$81.90 / hour

In the past 5 years, practiced as an FNP:

4 years in an outpatient primary care setting seeing patients of all ages (0+), OR 4 years in an urgent care or emergency medicine setting seeing patients of all ages (0+) .

10 days ago

NEW CANAAN, CT

$273,500–$327,000 / year

One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Please refer to the E-Verification Poster and Right to Work Poster for additional information. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years.

1 day ago

NEW CANAAN, CT

$273,500–$290,700 / year

20 days ago

NEW YORK, NY

Remote

$262,000–$278,500 / year

7 days ago

NEW YORK, NY

Remote

$262,000–$278,500 / year

5 days ago

WESTPORT, CT

$146,400–$155,530 / year

In the past 5 years, practiced as an Advanced Practitioner for at least:

2 years in an outpatient primary care setting, OR 1 year in an outpatient primary care setting, coupled with either a 1 year primary care fellowship or 1+ year in an urgent care setting.

12 days ago

NEWARK, NJ

In the past 5 years, practiced as an Advanced Practitioner for at least:

2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 2 years in an urgent care or emergency medicine setting seeing patients of all ages (0+).

4 days ago

Little Falls, NJ

$140,000–$145,000 / year

The Senior Property Accountant will join a highly experienced accounting team and take ownership of the financial operations for a portfolio of commercial and industrial properties. This role offers a strong balance of autonomy and collaboration, making it ideal for someone who enjoys managing the full accounting lifecycle while contributing to a stable, team-oriented environment.

3 days ago

Manhattan, NY

$120,000–$140,000 / year
Full time

Following the successful establishment of their US entity, they are now expanding operations across North America with plans to launch retail stores and e-commerce operations over the coming years. The business currently has approximately 100 employees in the US and operates out of Manhattan, with leadership teams based across New York, Japan, and San Francisco.

21 days ago

Westport, CT

$110,000–$130,000 / year
Full time

This newly created Finance Manager, Inventory Planning role sits at the intersection of finance, supply chain, and operations, supporting a growing consumer brand. Our client is a high-growth consumer products company in the athletic and lifestyle space, operating within a fast-paced, inventory-driven environment.

17 days ago

Huntington Station, NY

$90,000–$115,000 / 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.

30+ days ago

New York, NY

$72–$75 / hour
Full time

This role sits at the intersection of trading, clearing, risk, and operations, and requires strong Python expertise, experience with financial systems, and a practical understanding of regulatory and compliance-driven environments. Work in a small, fast-moving team, owning end-to-end development of internal tools while collaborating closely with trading, risk, operations, and infrastructure teams.

30+ days ago

Mahwah, NJ

$100,000–$115,000 / year

The Senior Accountant will serve as a key financial partner to Operations and Production by providing detailed cost analysis, identifying cost-saving opportunities, improving manufacturing cost visibility, and supporting operational decision-making. Position Summary: The Senior Accountant is responsible for supporting all core accounting and finance functions with a strong emphasis on cost accounting, inventory accounting, financial reporting, and internal controls within a manufacturing environment.

17 days ago

$85,000–$100,000 / year

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.

Collaborate closely with affiliate business management teams and Horizon finance teams to analyze monthly revenue/expense variances and ensure accruals and adjustments are properly recorded in the accounting records.

14 days ago

New York, New York

strong>Responsibilities include but are not limited to:

Oversee the management of project grants, budgets, revenue, expenditures, and contract compliance;
Supervise a team of analysts with day to day responsibility for project grants, budgets, revenue, expenditures, and contract compliance;
Work closely with government agencies, private funders, and other outside stakeholders;
Provide financial review and approval of the Center’s revenue and expense contracts;
Review monthly, quarterly, and annual close and identify adjusting journal entries as need;
Review and approve vendor invoices, expense reports, and corporate card reconciliations;
Review and approve invoices to funders;
Monitor accounts receivable aging and facilitate the collection of payment from funders;
Reconcile receivable accounts;
Support the Director with financial duties and special projects as needed; and .
- At least 5-7 years of demonstrable experience and success in nonprofit financial management required;
- At least 1-2 years of prior supervisory experience strongly preferred;
- Bachelor’s degree in finance, accounting, business administration, or other related fields strongly preferred;
- Strong interpersonal communication skills;
- Excellent written and verbal skills;
- Ability to work in a fast-paced environment is crucial to meet deadlines and manage time effectively;
- Capability to work independently and prioritize tasks to ensure the timely completion of projects;
- Ability to handle sensitive information which requires maintaining confidentiality and exercising discretion;
- A positive attitude and a team-oriented mindset are essential to foster a collaborative work environment; and .

30+ days ago

Secaucus, NJ

$180,000–$240,000 / year

Qualifications: Bachelor's degree in accounting or finance is required CPA or MBA preferred Approximately 15+ years of professional accounting/finance experience Demonstrates a strong knowledge of operational and financial processes and practical application of financial and strategic analysis Demonstrates exceptional skill in working with senior management and the executive team Experience leading and managing a team CompetenciesLeadership: Be recognized as a leader in the Company's Finance function Demonstrate tactical and strategic thinking leadership skills Demonstrate a high level of integrity People Management: Excellent people management skills Motivate and develop staff Influencing: Challenge the status quo Possess strong change management skills Possess backbone, an ability to push back and hold ground Continually raise the bar Interpersonal: Excellent communication skills (both verbal and written) Presentation skills and ability (to highest level in organization) Demonstrate a sense of urgency: Possess an appropriate level of "fire in the belly" Hands-on manager Strong PC skills Attention to detail Excellent follow-up ability Process driven Customer service focused 61609Quest Diagnostics honors our service members and encourages veterans to apply. Collaboratively work with Business Partners (DIS and Regional Commercial and Operations leadership, Clinical Franchise leadership, Executive Finance Directors and DS Finance Directors and their teams) to provide insightful financial analysis with respect to consolidated results (including the key drivers of business performance), including budgets, forecasts and month-end results.

20 days ago

New York, New York

$255,500–$305,500 / year

Position Summary: Under the direction of the Vice President for Budget and Planning, the Senior Director is a leadership position within the Budget Office, with management and oversight responsibilities for the University's consolidated and Unit Budgeting, Financial Planning and Analysis and select strategic projects and reporting. 10+ years of experience in financial planning and analysis or closely related field with responsibility for large program/functional area; managerial/coaching experience; proven track record of being a positive change agent.

30+ days ago

$180,000–$200,000 / year

This role serves as a strategic finance partner to executive leadership, providing insight into financial performance, trends, risks, and opportunities to support informed decision-making and long-term business objectives. From exterior signage & interior branding to site refresh & remodel, from energy & lighting to repair & maintenance solutions, we deliver ideal solutions to meet all our client's branding needs.

30+ days ago

New York, NY

We are building a new model of primary care for women 50+ to solve long-standing problems: rushed appointments, long wait times, and care that's generalized rather than specialized towards women's needs later in life such as menopause, post-menopausal care, bone density, weight management, and mental, social and emotional well-being. Our ideal candidates have strategic prowess and the ability to use data to build best practices and implement great ideas in collaboration with our team and our community.

18 days ago

New York, New York

li>Builds confidence in dealing with the business and knowledge of more in-depth tasks, developing the ability to take on more complex analyses and builds relationships to ensure achievement of Mutual of America’s strategy and objectives.

The Senior Analyst, Financial Planning & Analysis is responsible for supporting the planning and analysis processes surrounding the company’s revenue/expenses/premiums.

20 days ago

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Financial Planning job opportunities. Plus, receive relevant job recommendations in your inbox.

Create A Free Account

Financial Planning Jobs in Port Chester, NY

CFO Jobot

Charitable Planning Attorney - CT or FL Jobot

VP Financial and Strategic Risk Management United Nations Federal Credit Union

Estate Planning Attorney Jobot

Senior Associate Financial Due Diligence Jobot

Financial Controller Vaco LLC

Workday Financial Consultant Federal Home Loan

Senior Tax Manager / Tax Principal – High Net Worth Clients Jobot

Financial software Consultant Quantifi Inc.

Financial Advisor New York Life - Uniondale

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

Junior Financial Analyst - Temp to Hire Page Group

Associate, Transaction Advisory Services Jobot

Vice President, Transaction Advisory Services Jobot

Financial Professional - Nyc New York Life - Kaysilyn Lawson

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Chief Financial Officer Peckham Industries

Financial Services Professional NYL - Nassau GO

Head of Financial Reporting Page Group

Sales Manager Financial Services NYL - Nassau GO

Financial Advisor Trainee New York Life - Melville, NY

Clinical Director (LCSW or LMSW) - Behavioral Health Mitchell Martin

Controller/Finance Lead Vaco LLC

FP&A Manager Vaco LLC

Sr. Tax Planner Vaco LLC

Senior Tax Specialist Vaco LLC

Controller Vaco LLC

Director of Finance Vaco LLC

Virtual Family Nurse Practitioner - NY Licensed One Medical

Virtual Physician Assistant - [Overnights - NY, DC, CA licensed] One Medical

Virtual Family Nurse Practitioner - [Overnights - NY, DC, CA licensed] One Medical

Family Medicine Physician - Sign on Bonus available One Medical

Primary Care Physician One Medical

Virtual Primary Care Physician One Medical

Virtual Primary Care Physician - NY, DC or CA Licensed One Medical

Nurse Practitioner or Physician Assistant One Medical

Virtual Seasonal Physician Assistant - NY Licensed One Medical

Senior Property Accountant Atrium

Accounting Manager Page Group

Finance Manager Page Group

Financial Business Analyst Brains Workgroup, Inc.

Software Developer - Financial Systems Eclaro

Senior Accountant Synerfac Technical Staffing

Senior Financial Analyst, Affiliate Financial Planning & Analysis Horizon Media LLC

Manager, Financial Planning & Analysis Center for Justice Innovation

Senior Director, Financial Planning & Analysis Quest Diagnostics Inc

Senior Director, Budget and Financial Planning & Analysis New York University

Vice President, Financial Planning & Analysis (FP&A) Stratus Unlimited

Director, Financial Planning & Analysis Herself Health

Senior Analyst, Financial Planning & Analysis Mutual of America

Resume Resources