NewCharitable Planning Attorney - CT or FL JobotCharitable Planning Attorney - CT or FLStamford, CT$200,000–$300,000 / yearInformation 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.
Business Development Director (Financial Services) bdo consultingBusiness Development Director (Financial Services)Stamford, CT$150,000–$180,000 / yearUpon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan. Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies.
Entry-Level Financial Service Professional NYL Nassau-Suffolk RegionEntry-Level Financial Service ProfessionalMelville, NY$60,000–$100,000 / yearIdentify, 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.
Finance Director Vaco LLCFinance DirectorSouthport, CT$150,000–$170,000 / yearDetermining 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.
NewDirector, FP&A (Financial Planning & Analysis) Rhone Apparel IncDirector, FP&A (Financial Planning & Analysis)Stamford, CTYou will start as a hands-on player-coach building models and driving analysis while intentionally recruiting and developing a team that will grow alongside the business. First 30 Days: Master our current FP&A systems (NetSuite, Excel models), analyze the multi-channel P&L, and build trust with cross-functional department leaders.
NewDirector, FP&A (Financial Planning & Analysis) Rhone ApparelDirector, FP&A (Financial Planning & Analysis)Stamford, CTYou will start as a hands-on player-coach building models and driving analysis while intentionally recruiting and developing a team that will grow alongside the business. First 30 Days: Master our current FP&A systems (NetSuite, Excel models), analyze the multi-channel P&L, and build trust with cross-functional department leaders.
Senior Manager, Financial Planning & Analysis Leviton ManufacturingSenior Manager, Financial Planning & AnalysisMelville, New York$140,000–$160,000 / yearFull timePrepares and presents executive-level budget summaries, bridge analyses, and scenario models to the Executive Leadership team as required, translating complex financial data into clear, actionable narratives. Directly facilitates and drives cross-functional budget reviews with business unit leaders, challenging assumptions, validating inputs, and ensuring completeness and accuracy of all submissions prior to executive consolidation.
NewSenior Analyst, Financial Planning & Analysis CVS Health CorpSenior Analyst, Financial Planning & AnalysisCT$46,988–$122,400 / yearThe Financial Planning & Analysis (FP&A) Senior Analyst will play a key role in supporting the financial planning, forecasting, budgeting, and performance management processes for Retail Store Payroll and related labor expenses. This position is responsible for delivering timely and accurate financial analysis, identifying key business drivers, and providing actionable insights that support strategic decision-making.
Financial Planning & Analysis Manager Professional Physical TherapyFinancial Planning & Analysis ManagerMelville, NY$100,000–$110,000Under the direction of the Director of FP&A, the Financial Planning & Analysis Manager will lead and mentor a team of Financial Analysts while supporting the consolidation, analysis, and interpretation of financial and operational data across the organization. This role is responsible for developing financial models, reporting, forecasting, and business insights that help drive strategic decision-making, identify opportunities, and improve overall financial performance.
Financial Planning & Analysis Manager Lee Hecht HarrisonFinancial Planning & Analysis ManagerHauppauge, NY$150,000–$170,000 / yearThis high-impact role will serve as a key business partner to operations, supply chain, and senior leadership, focusing on cost analysis, capital planning, and long-term operational strategy. A growing and well-established company in Suffolk County, Long Island is seeking a results-driven and strategic Finance Manager to support operations with financial leadership and insight.
Financial Planning & Analysis Supervisor - Cheshire, CT The Lane Construction CorpFinancial Planning & Analysis Supervisor - Cheshire, CTCheshire, CTFor 135 years, it has contributed to the development of the country's transportation systems including the Interstate Highway System and a vast network of roads, bridges, airports, metros, and railways. Lane Construction is one of America's leading construction companies, specializing in large, complex civil infrastructure.
Workday Adaptive Planning Senior Manager Baker Tilly Virchow KrauseLLPWorkday Adaptive Planning Senior ManagerCT$178,310–$338,030 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
NewVP, Enterprise Capacity Planning & Forecasting Synchrony FinancialVP, Enterprise Capacity Planning & ForecastingStamford, CTLink capacity decisions to KPI optimization across servicing and collections/recovery outcomes (e.g., ASA/abandon, AHT/productivity, quality, complaint cycle time, contact effectiveness, roll rates, cure rates, recovery income), balancing service, compliance, and cost-to-serve. Qualifications/Requirements: Bachelor's degree; Or in lieu of Degree, 14+ years of experience in forecasting, workforce/capacity planning, operations research, or workforce analytics in high-volume environments (financial services, contact centers, back-office operations, BPO).
Tax Manager, Internal Tax Team - Strategy and Planning Deloitte Touche Tohmatsu LtdTax Manager, Internal Tax Team - Strategy and PlanningNY$97,600–$200,600 / yearThe Strategy and Planning Team within the US Firms Tax ("USFT") group of the Deloitte US Firms is responsible for performing tax research and analyses on US Firms' transactions (e.g., acquisitions, divestitures, and internal restructuring), tracking proposed and enacted federal, state, and local legislation and assessing its impact on the US Firms' entities and its partners, advising other internal functions or our business leadership on the tax consequences of various client and/or vendor obligations, and at times will assist our reporting teams with workpaper preparation and the review of federal partnership returns. Support the team to review and summarize tax-related provisions in legal documents (e.g., purchase and sale agreements, contribution agreements, restructuring documents) for US Firms' transactions to identify tax risks, elections, and post-close action items.
GTM Planning Rhythm of Business (ROB) Senior Associate Grant Thornton LLPGTM Planning Rhythm of Business (ROB) Senior AssociateMelville, NY$96,000–$144,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Senior Planning Engineer Lee Hecht HarrisonSenior Planning EngineerNew Haven, CT$130,000–$140,000 / yearThis position partners closely with engineering, operations, finance, and regulatory stakeholders to drive data-driven decision-making, improve capital planning processes, and ensure efficient program delivery. A leading utility organization is seeking a Senior Planning Engineer to provide strategic and operational leadership for its Capital Improvement Program (CIP) and long-range infrastructure initiatives.
IT Planning & Strategy, VP II - State Street Investment Management State Street CorpIT Planning & Strategy, VP II - State Street Investment ManagementStamford, CT$120,000–$202,500 / yearThe ideal candidate has deep expertise in overseeing multiple interdependent technology projects, aligning them with strategic business goals including a clear understanding of core technology platform concepts including Microservices, AI Gateways, Data & Analytic OLAP Platforms, Transactional databases including Oracle, AWS architecture, API Gateway, networking, security, automation, and platform architecture. We are seeking an experienced Sr IT Planning & Strategy Professional to drive technology programs that involve cross-organizational and strategic initiatives including Ai, Infrastructure & Cloud, Security and Regulatory and business initiatives in the Investment Management space.
Senior Planner, Capital Project Planning National Grid USA Service Company, Inc.Senior Planner, Capital Project PlanningMELVILLE, NYThis role is responsible for developing, maintaining, and analyzing project schedules and cost data to ensure alignment with project scope, schedule, and budget, while providing data-driven insights to support project teams and decision-making. Key Accountabilities* Develop and maintain integrated project schedules in Primavera P6 aligned with defined WBS, including performing routine updates to ensure accuracy, completeness, and alignment with project inputs.*
Coordinator, Facilities Planning Special Projects St. Catherine of Siena Medical CenterCoordinator, Facilities Planning Special ProjectsMelville, NY$85,000–$95,000 / yearVP Real Estate & Facility Administration, the Coordinator of Real Estate Development and Facilities is responsible is responsible for coordinating various aspects of assigned projects and administrative services in the areas of real estate development, facilities management, public safety, and will plan, organize, and direct execution of special projects, events, and requests. This position requires close collaboration with system wide leadership in the areas of facility planning, public safety, real estate transactions, capital projects, facility management requirements, signage and branding and any system special project required.
Coordinator, Facilities Planning Special Projects Catholic HealthCoordinator, Facilities Planning Special ProjectsMelville, New York$85,000–$95,000 / yearVP Real Estate & Facility Administration, the Coordinator of Real Estate Development and Facilities is responsible is responsible for coordinating various aspects of assigned projects and administrative services in the areas of real estate development, facilities management, public safety, and will plan, organize, and direct execution of special projects, events, and requests. This position requires close collaboration with system wide leadership in the areas of facility planning, public safety, real estate transactions, capital projects, facility management requirements, signage and branding and any system special project required.
Senior Planner, Capital Project Planning National Grid PlcSenior Planner, Capital Project PlanningMelville, NY$97,000–$114,000 / yearThis role is responsible for developing, maintaining, and analyzing project schedules and cost data to ensure alignment with project scope, schedule, and budget, while providing data-driven insights to support project teams and decision-making. A bachelor's degree in Engineering, Architecture, Project/Construction Management, or a related field, along with 3-5 years of experience in Project Controls Reporting/Scheduling/Analytics; or 6-10 years of relevant experience in Project Controls Reporting/Scheduling/Analytics.
Demand Planning Manager, Tate''''s Mondelez International IncDemand Planning Manager, Tate''''sShirley, NY$86,900–$119,515 / yearWe have corporate offices, sales, manufacturing and distribution locations throughout the U.S. to ensure our iconic brands-including Oreo and Chips Ahoy! cookies, Ritz, Wheat Thins and Triscuit crackers, and Swedish Fish and Sour Patch Kids confectionery products -are close at hand for our consumers across the country. In this role, you will track forecast accuracy and bias, perform root-cause analysis on misses, facilitate customer-level demand reviews, and develop ad hoc analyses to support business decisions across promotions, distribution scenarios, and SKU rationalization.
Transmission Planning Consultant Pyramid Consulting, IncTransmission Planning ConsultantWallingford, CT$62–$68 / hourKey Responsibilities: Performs a broad range of studies and other consulting services such as transmission planning and operational studies consisting of power flow, transient stability, transfer capability, short-circuit, voltage analysis, harmonics analysis, electromagnetic, reliability, and economic dispatch associated with congestion management scenarios. Experience with power system planning and operations; transient stability, short circuit, and voltage analysis; NERC, FERC, and Regional requirements, policies and procedures; production costing; risk assessment techniques; TPL compliance; generator interconnection; or harmonics analysis.
NewTransmission Planning Consultant Pyramid, IncTransmission Planning ConsultantWallingford, CT$62–$68 / hourFull timeKey Responsibilities: Performs a broad range of studies and other consulting services such as transmission planning and operational studies consisting of power flow, transient stability, transfer capability, short-circuit, voltage analysis, harmonics analysis, electromagnetic, reliability, and economic dispatch associated with congestion management scenarios. Experience with power system planning and operations; transient stability, short circuit, and voltage analysis; NERC, FERC, and Regional requirements, policies and procedures; production costing; risk assessment techniques; TPL compliance; generator interconnection; or harmonics analysis.
Financial Solutions Advisor - New Canaan Financial Center Bank of AmericaFinancial Solutions Advisor - New Canaan Financial CenterNew Canaan, ConnecticutKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Business Planning Analyst Charter Communications IncBusiness Planning AnalystStamford, CTHOW YOULL MAKE AN IMPACT Actively and consistently support efforts to simplify and enhance the customer experience Analyze operational spending trends and identify opportunities to improve cost efficiency and meet key performance indicators Prepare recurring financial reports, perform monthly variance analysis to budget/forecast, and support leadership reviews Build and maintain financial models to support forecasting and planning, and the annual budgeting process Support annual budgeting process and ongoing operating expense forecasting and reforecasting Collaborate with business partners to understand cost drivers and improve forecast accuracy Identify and recommend opportunities to improve or streamline financial processes and reporting, and support ad hoc analysis as needed WHAT YOULL BRING TO SPECTRUM Required Qualifications Education: Bachelors degree in business or related field or equivalent experience Experience: 2+ years of business planning, financial analysis or related experience Skills: Strong prioritization and organizational skills Prioritize and organize effectively while handling multiple projects and competing priorities Work independently and as part of a team Proficient in analyzing and interpreting data Quickly identify business challenges and opportunities Effective verbal and written communication skills with all levels of management Proficiency with software applications such as Word and Excel Read, write, speak and understand English Preferred Qualifications Experience: 1-3 years in financial planning and analysis, financial analysis, consulting or a similar role Supporting budgeting or forecasting processes Skills: Advanced proficiency in Excel including pivot tables and financial modeling with large datasets Clearly communicate financial information to non-finance partners Financial planning systems or data visualization tools such as Power BI or Tableau #LI-JV1 FAN376 2026-71921 2026 Here, our employees dont just have jobs, theyre building careers. In this role, youll work closely with finance leadership and operational teams to help manage budgets, build financial models and deliver insights that drive performance and support strategic goals.
Merchandise Planning Manager (Temp), Sandro, SMCP Group SMCP NORTH AMERICA (US, CANADA)Merchandise Planning Manager (Temp), Sandro, SMCP GroupManhasset, NY$33–$42 / hourWith a portfolio comprising four distinguished global brands – Sandro, Maje, Claudie Pierlot, and Fursac – our influence spans 46 countries from free-standing lifestyle boutiques to leased concession shop-in-shops and off-price outlets. Add to this mix our uniquely coveted Parisian chic merchandise collections, and you have an employer that not only sets trends in the fashion world but also cultivates a work environment that fosters innovation, diversity, and success.
NewFinancial Planner Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial PlannerRoslyn, NY$100,000–$200,000 / yearPerks: High Earning Potential: Competitive compensation structure including commissions, allowances, and bonuses with an estimated first-year earning potential of $ 100,000–$200,000*. Licensing Support: Sponsorship and hands-on support to obtain Life, Accident & Health insurance licenses, as well as Series 7 and Series 66 registrations (includes a weekly on-site Series 7 study group).
Financial Advisor Wealth Enhancement Group LLCFinancial AdvisorDeer Park, NY$100,000–$150,000 / yearOur Long Island office in New York is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the clients expectations. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Senior Financial Analyst, FP&A TouchCareSenior Financial Analyst, FP&AStamford, CT$85,000–$120,000 / yearWe are seeking a highly analytical, business-minded Financial Analyst, FP&A to support financial planning, forecasting, operational reporting, and strategic analysis across the organization. You will work closely with Finance leadership, executive leadership, and operational stakeholders to help drive data-backed decision-making and support the next phase of company growth.
GTM Planning Performance & Modeling Senior Associate Grant Thornton LLPGTM Planning Performance & Modeling Senior AssociateMelville, NY$96,000–$144,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Workforce Business Planning Analyst SPECTRUMWorkforce Business Planning AnalystStamford, CTWhen you join our team, you’ll be keeping our customers connected to what matters most in 41 states across the U.S. Watch this video to learn more. . That’s why we offer a comprehensive pay and benefits package that rewards employees for their contributions to our success, supporting all aspects of their well-being at every stage of life.
Chief Financial Officer Innovative Rocket TechnologiesChief Financial OfficerHauppauge, New YorkWe are looking for an experienced Chief Financial Officer (CFO) to oversee all of iRocket’s financial management, focused on financial planning, forecasting, KPI reporting, cost analysis, investor presentations, and capital raising. This position requires the ability to maintain accurate P&L reporting and analysis in a design and manufacturing environment, as well as speaking to prospective investors.
Financial Analyst II Saint Francis Health SystemFinancial Analyst IINew Haven, CTEssential Functions and Responsibilities: Perform grant-related pre and post-award functions, including revenue and expense analysis, financial accounting functions, reporting, and reconciliations. Reviews budget submissions for accuracy and reasonableness in accordance with budgetary assumptions and participates in budget planning meetings.
Sr Financial Analyst Gartner IncSr Financial AnalystStamford, CTReporting & Insights: Deliver timely, insightful reporting to IT leadership, including analysis of personnel and technology investments; present findings as needed to enable informed, data-driven decision-making. You'll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes.
VP, Financial Advisor ION Financial MHC INCVP, Financial AdvisorSouthbury, CTPart timeTheir duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals.
Workforce Business Planning Analyst Charter Communications IncWorkforce Business Planning AnalystStamford, CTBeyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach. Get to Know Us Charter Communications provides superior communication and entertainment products for residential and business customers through the Spectrum brand.
Financial Analyst 2, Post Award Yale UniversityFinancial Analyst 2, Post AwardNew Haven, CT$68,000–$120,500 / yearThe University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. Whether you are a current resident of our New Haven-based community, eligible for opportunities through the New Haven Hiring Initiative, or a newcomer, interested in exploring all that Yale has to offer, your talents and contributions are welcome.
CFO, Commercial Segment Assa Abloy ABCFO, Commercial SegmentNew Haven, CTThe Chief Financial Officer (CFO), Commercial Segment is a key member of the Commercial Segment leadership team, responsible for driving financial strategy, operational performance, and long-term value creation across the segment. Information Technology: Oversees commercial IT strategy and investment to ensure technology solutions aligned with business objectives, enable revenue growth, and deliver secure, cost-effective systems that support the operation, sales, and data integrity.
Estate & Tax Planning Legal Counsel Dalio Family OfficeEstate & Tax Planning Legal CounselWestport, ConnecticutLiaise with outside counsel and other external advisors to develop and implement a diverse portfolio of estate and tax planning projects, including: Preparing project charters, managing risk and providing regular status updates to Pillar leadership and stakeholders. Lead the administration of any estate planning strategies, such as annual gifts, GRATs and other wealth transfer techniques, and the administration of any estates, including coordination with Trust pillar, trustees, CPAs, attorneys and financial advisors.
VP, Financial Advisor Ion BankVP, Financial AdvisorWatertown, ConnecticutTheir duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals.
Financial Advisor with Healthcare Background The Wengzn DistrictFinancial Advisor with Healthcare BackgroundNew Haven, ConnecticutBuild Direct Client Relationships: Professionals from healthcare, whether it's pharma, medical, or clinical roles, are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries. A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
Senior Director, Associate Chief Financial Officer, Yale Medicine Yale UniversitySenior Director, Associate Chief Financial Officer, Yale MedicineNew Haven, CT$190,000–$302,500 / yearThe Senior Director, Associate CFO works closely with executive leadership including with the YM CEO and Deputy Dean for Finance and Administration, clinical departments, and operational teams to ensure financial sustainability while supporting high-quality patient care. Assist the CFO in developing and executing the organization's financial strategy and long-term financial planning, including the effect of the funds flow arrangement with YSM's partner, Yale New Haven Health System.
Workday Adaptive Planning Manager Deloitte Touche Tohmatsu LtdWorkday Adaptive Planning ManagerCT$144,600–$265,100 / yearMay have oversight of multiple workstreams within a project, which includes providing guidance to individual workstreams to help with their overall progress, escalation of risks and issues as needed, ensuring cross-functional activities are coordinated and occurring as needed, assisting with project management activities (or serving as project manager), ensuring deliverables are being developed and will be ready according to plan. Experience leading the definition of systems strategy, gathering and documenting business requirements, leading fit-gap analysis, as-is and to- be business process designs, conference room pilots (CRPs) functional configuration, testing, client user training within large enterprise environments.
Financial Advisor (Multiple Levels)-East Northport, Long Island TD BankFinancial Advisor (Multiple Levels)-East Northport, Long IslandEast Northport, New YorkEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Services Representative - State Farm Agent Team Member Effie Knuth - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberRonkonkoma, NYThis role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.
Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)Financial ConsultantHamden, CT$75,400–$100,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 3+ years financial services experience Series 7 and Series 63 completed within 120 days of start date Preferred: 5+ years financial services experience Series 7 and Series 63 completed.
Financial Analyst Patriot Bank NAFinancial AnalystStamford, CTCollaborate with C-level executives on strategic initiatives, developing reporting frameworks, and tracking key performance indicators (KPIs) and key risk indicators (KRIs). You will develop reports using Power BI, create presentations, and work closely with C-level executives to track performance metrics and support strategic initiatives.
Financial Analyst II, Post-Award (FRMS) Yale UniversityFinancial Analyst II, Post-Award (FRMS)New Haven, CT$68,000–$120,500 / yearReporting to a Manager of FRMS Post-Award, the Financial Analyst 2, Post Award provides expert analytical and financial services, guidance, and consultation to faculty and staff to optimize the Principal Investigator's use of research funds and mitigate risk of non-compliance for all awards. The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives.
Workday Adaptive Planning Sr Consultant Deloitte Touche Tohmatsu LtdWorkday Adaptive Planning Sr ConsultantNY$116,000–$229,100 / yearAdditional duties may include: coordination of schedules, creation of documentation and collateral, creation and execution of test / use cases, configuration of Workday software, assisting with prioritization and sequencing of the workstream's efforts and assisting project leadership as required. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.