1,354 Results for

Financial Planning Jobs in Queens, NY

Jobs

New York, NY13 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.

New York, NY7 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.

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.

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 York, NY9 days ago

$95,000–$110,000

Advanced user of Microsoft Office Software applications, particularly Excel (Power Query is a plus), and ability to learn and reconcile to other accounting and financial reporting systems (e.g., Power BI, Business Central, SAP BPC, OneStream). Responsibilities: Senior Financial Analyst will build and update financial models for reporting, budgeting, and forecasting purposes includes detailed revenue models as well as fully integrated income statement, balance sheet and cash flow models.

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New York, NY2 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) .

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Elmsford, NY3 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.

New!

New York, NY6 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.

Manhasset, NY11 days ago

Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.

New!

Jersey city, NJ6 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.

Uniondale, NY12 days ago

In this role, you'll build long-term relationships founded on trust and integrity, offer customized financial solutions, and advance your career with the backing of a Fortune 100 company. You'll discover a clear path from producer to leader, supported by opportunities for coaching, development, and team leadership through our Accelerated Path into Management.

New!

New York, NY3 days ago

$150,000–$190,000 Per Year

Drive cross-functional roadmap alignment across core business stakeholders, regional product leads, engineering, compliance, legal, marketing, and customer care teams. As the lead for this product area, you will define and drive a globally scalable yet locally tailored strategy across lending, card, bill pay, and other financial services products.

New York, NY13 days ago

$250,000–$400,000 Per Year

Leads complex deal related issues and provides appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.

New York, NY23 days ago

Lead end-to-end Finance Transformation projects across key areas including: Finance function assessments, finance function capability stand-up and optimization, operating model design, service delivery model program design and implementation (i.e. shared services, centers of excellence, outsourcing, and global business services), cost reduction programs, process optimization and automation, and working capital optimization. In FTI Consulting’s Corporate Finance & Restructuring organization, we focus on our clients’ strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.

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Uniondale, NY2 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 York, NY13 days ago

To provide financial expertise and support to specific business units or departments within the organisation, and act as a liaison between the finance function and various business units, helping to bridge the gap between financial data and business decisions. To be successful as a CFO Business Partnering & Controls VP, you should have: Ability to interpret complex financial data, simplify concepts, and deliver actionable insights using advanced tools (Excel, PowerPoint, Word).

Uniondale, NY13 days ago

Join the Accelerated Management Leadership Program at NYL - Nassau GO, where your leadership journey takes center stage. Stay informed about industry trends and competitor activities, positioning the company as a leader in the financial services sector.

New!

New York, NY5 days ago

$170,000–$190,000 Per Year

Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance and ESG. Manage day-to-day account work of producing and refining deliverables – including strategic plans, messaging documents, press releases, talking points, scripts, presentations, Q&A, briefing memos.

Long Island City, NY13 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.

Long Island City, NY13 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.

Rye, NY10 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.

Greenwich, CT10 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 York, NY22 days ago

5+ years of professional experience in investor relations, investment banking, sell-side research, capital markets, asset management, or Healthcare communications with a preference toward demonstrated experience managing multiple clients and accounts. In this role, you will build the necessary subject matter expertise and proper skillset to service and advise clients ranging from startups through Fortune 500 companies on a range of company events, milestones, and complex issues.

New!

Uniondale, NY1 day 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.

Mount Vernon, NY10 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.

Port Washington, NY10 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 York, NY13 days ago

$180,000–$280,000 Per Year

Examines complex deal related issues and provide appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy.

Purchase, NY12 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!

Newark, NJ3 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.

Norwalk, CT10 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.

New!

Woodbury, NY3 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!

Hazlet, NJ3 days ago

$110,000–$150,000 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Hackensack, NJ12 days ago

$140,000–$180,000

New!

Tarrytown, NY2 days ago

Remote

$65–$70 Per Hour

This is a role where you will be partnering closely with Accounting, Tax, and Treasury to deliver budgets, monthly/quarterly reporting, guidance materials, variance analysis, and ad hoc leadership analyses, with a focus on improving forecasting processes and controls. Manage and own key corporate finance deliverables, including Board presentations, annual budget, monthly finance packages, quarterly earnings, and financial guidance materials.

New!

Brooklyn, NY3 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 York, NY8 days ago

$72–$75 Per Hour

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.

New!

New York, NYToday

$40.50–$98 Per Hour

Under the guidance of two dedicated managers you will develop and refine an approach to programming, education, business, and financial planning that ensures your Personal Training career is as unlimited as your passion. Bonus opportunities for eligible trainers such as, but not limited to: New Trainer Bonus, Tri Annual Incentive Bonus, Senior Trainer Annual Bonus, and Member Referral Bonus.

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New York, NYToday

$40.50–$98 Per Hour

New!

New York, NYToday

$40.50–$98 Per Hour

New!

New York, NYToday

$40.50–$98 Per Hour

New!

New York, NYToday

$40.50–$98 Per Hour

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Roslyn, NYToday

$39.50–$70 Per Hour

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Mamaroneck, NYToday

$40.50–$70 Per Hour

New!

New York, NYToday

$40.50–$98 Per Hour

Teaneck, NJ27 days ago

Temporary
Contractor
Full-time

The Manager plays a key role in supporting the administration, maintenance, and optimization of key finance systems including SAP, OneStream, Workiva, and Essbase. This role plays a critical part in ensuring systems readiness for the financial close, managing user access and master data, and enabling timely and accurate financial reporting.

New!

New York, NY3 days ago

Remote

$140,000–$175,000 Per Year

Responsibilities: The Senior Assurance and Accounting Manager is responsible for providing timely, high quality client service that meets or exceeds client expectations including the auditing of all required financial statements, related disclosures and other client deliverables. 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.

Roseland, NJ26 days ago

8+ years of experience in GAAP accounting for mortgage loans, debt/equity securities and derivative instruments, preferably with public accounting experience; alternatively, the candidate can have a mix of public accounting (real estate finance focus) and industry experience at a public or private MREIT or real estate finance company. We provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO, REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services.

New!

New York, NY3 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. Small, tight-knit team, great culture, incredible office location in Midtown, and the kind of stability you just don't find at most companies.

New!

Pine Brook, NJ1 day 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, NY3 days ago

$95,000–$160,000 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.

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Financial Planning Jobs in Queens, NY

Jobs

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

CFO - Law FirmKforce Inc.

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

Charitable Planning Attorney - CT or FLJobot

Senior Financial AnalystKforce Inc.

Chief Financial Officer - IPO IPOKforce Inc.

Manager of FP&AJobot

Financial ControllerVaco LLC

VP, Financial ConsultantCharles Schwab

Entry Level Financial ServicesVaco LLC

Financial Services ProfessionalNYL - Nassau GO

Senior Manager, Product Management – Consumer Financial ServiceWestern Union Business Solutions (acquired by Convera)

Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligencebdo consulting

Director, Finance Transformation | Office of CFO AdvisoryFti Consulting

Financial AdvisorNew York Life - Uniondale

CFO Business Partnering & Controls VPBarclays

Sales Manager Financial ServicesNYL - Nassau GO

Vice President/Senior Vice President, IPO - Financial CommunicationsTeneo

Financial Aid SpecialistLaGuardia Community College

Administrative Coordinator - Student Financial Aid ServicesLaGuardia Community College

Financial Consultant - Stamford, CTFidelity Investments

Financial Consultant - Greenwich, CTFidelity Investments

Director, Financial Communications - Healthcare & Life SciencesFti Consulting

Financial Service ProfessionalNew York Life - The Rabasco Team

Financial Consultant - Garden City, NYFidelity Investments

Financial Consultant - Plainview, NYFidelity Investments

Director, Transaction Advisory Services - Healthcare Financial Due Diligencebdo consulting

Tax Manager - Tax Accounting & ReportingKforce Inc.

Entry-Level Financial SpecialistNew York Life-NJ General Office

Financial Consultant - Fairfield, CTFidelity Investments

Tax Manager (Hybrid)Jobot

Audit Manager (Non-Profit)Jobot

FP&A Manager - Tech UnicornKforce Inc.

Senior Manager, Corporate FinanceJoulé

Accounting ManagerJobot

Software Developer - Financial SystemsECLARO

Personal Trainer, DominoEquinox

Personal Trainer, New York CityEquinox

Personal Trainer, GramercyEquinox

Personal Trainer, Midtown ManhattanEquinox

Personal Trainer, Corporate ClubsEquinox

Personal Trainer, RoslynEquinox

Personal Trainer, MamaroneckEquinox

Personal Trainer, Upper West SideEquinox

Financial Systems ManagerFoster McKay

Senior Assurance ManagerJobot

Senior Director, Financial Reporting | Real Estate SolutionsFti Consulting

Senior FP&A Accountant - Real EstateJobot

Business Account Manager/Accountant-Entertainment CPA FirmJobot

Associate, Transaction Advisory ServicesJobot

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