368 Results for

Financial Planning Jobs in Stratford, CT

Jobs

New!

Stamford, CT1 day 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.

Danbury, CT16 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!

Danbury, CT2 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!

West Haven, CT3 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!

Stamford, CT3 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!

Wallingford, CT3 days ago

New!

Greenwich, CT3 days ago

New!

Plainview, NY3 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!

Hauppauge, NY3 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!

Islandia, NY3 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!

Huntington Station, NY3 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!

New Haven, CT3 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.

Melville, NY8 days ago

$60,000–$100,000 Per Year

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.

New!

Woodbury, NY1 day 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!

Danbury, CT4 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!

Woodbury, NY1 day 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!

Shelton, CT4 days ago

$60,000–$70,000

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. Interpersonal Intelligence - Understands self and others’ emotions and is able to manage self and others’ emotions to create a comfortable environment removing internal and external barriers to build rapport with others, including those with diverse opinions and beliefs, by acting with respect, dignity, and integrity.

New!

greenwich, CT4 days ago

$140,000–$150,000

New!

Stamford, CT4 days ago

$130,000–$140,000

New!

Greenwich, CT4 days ago

$95,000–$115,000

Stamford, CT20 days ago

$120,000–$140,000 Per Year

Traditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

New!

Stamford, CT3 days ago

$150,000–$180,000 Per Year

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. Upon 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.

New!

Stamford, CT3 days ago

$150,000–$180,000 Per Year

Upon 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.

New!

DARIEN, CTToday

$273,500–$290,700 Per Year

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. Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues.

New!

Wolcott, CT2 days ago

Refers patients to a variety of resources including, but not limited to, Visiting Nurse Agency, Skilled Nursing facility, Long Term Care Hospital, Rehab Facility, Hospice Care, Durable Medical and Respiratory Care providers. In conjunction with patient, family, payers and other members of the health care team: formulates and implements a discharge plan to address assessed needs and patient/family concerns, evaluates the effectiveness of the plan in meeting the established care goals; and revises the plan as needed to achieve desired outcomes.

New!

Stamford, CT3 days ago

$190,000–$335,000 Per Year

The Tax Managing Director is responsible for applying industry specific knowledge to advise clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.

New!

Huntington Station, NYToday

$110,000–$130,000 Per Year

The Health Equity Alliance of Long Island (HEALI) is Long Island’s Social Care Network (SCN) of community-based organizations (CBOs) and healthcare providers building a person centric model that integrates healthcare, social care, and behavioral health care. Working regularly with clinical information systems, Qualified Entities (HIEs), Managed Care Organizations, Health Care Providers, and network partners, the Senior Manager will need to know the New York healthcare market, interoperability practices, and health policies regarding technology.

New!

Hicksville, NY3 days ago

The Premier Banker is engaged in all aspects of customer interaction involving sales, service and transaction processing, focusing on building full banking relationships with current clients and prospects, while seizing opportunities to promote, explain, recommend and cross-sell bank products and services. The Premier Banker will ensure the customer’s financial needs are met by conducting a thorough financial needs assessment and recommending appropriate solutions that fulfill the customers immediate and future needs.

New!

Wallingford Center, CT3 days ago

It must be an established routine, ongoing, and systematic collection, analysis, interpretation, and dissemination of surveillance data to identify infections (i.e., HAI and community-acquired), infection risks, communicable disease outbreaks, and to maintain or improve resident health status. Consults with Infection Control Committee concerning the implementation of infection control program and helps in the development of data gathering, establishment of policies and procedures, and control measures.

New!

Roslyn, NY3 days ago

$39.50–$70

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.

New!

Bethel, CTToday

$70,000–$72,000 Per Year

In this highly collaborative role, you’ll play a critical part in ensuring our donors have a seamless, high-quality experience - while equipping our Development team with the data, tools, and insights they need to succeed. Ability Beyond is seeking a Development Operations Data Manager to power our fundraising efforts through strong systems, clean data, and exceptional donor stewardship.

New!

Woodbury, NY2 days ago

$120,000–$150,000 Per Year
Full-time
Employee

This role is ideal for a tax professional with 5+ years of public accounting experience who can operate independently, manage client relationships, and handle complex tax matters. Analyze and implement tax elections (e.g., 754, 1031 exchanges, installment sales, accounting method changes).

New!

Southport, CT1 day ago

Full-time
Employee

8–12 years of progressive finance and/or accounting experiencePrior leadership experience within finance or accounting functionsCPA preferred; MBA a plusExperience within financial services, wealth management, or professional services environments highly preferredStrong analytical, communication, and business partnering skillsAbility to operate effectively in a fast-paced, high-growth environmentStrategic mindset with willingness to remain hands-on when needed. Newly created leadership role with high visibility and executive exposureFast-growing organization with an active acquisition strategyAward-winning culture focused on collaboration, people, and long-term growthStrong employee tenure and leadership development opportunitiesClear “Pathway to Partnership” program within the organizationOpportunity to influence strategic decisions and company directionCollaborative, team-oriented environment that values work-life balance and culture.

Wallingford, CT14 days ago

Full-time
Employee

What We’re Looking For7+ years of experience in FP&A or a related field, ideally in a complex or fast-paced environment Bachelor’s degree in Accounting, Finance or related fieldStrong experience with budgeting, forecasting, and financial modeling Solid understanding of financial statements and core accounting concepts (GAAP) Proven ability to partner with senior leaders and influence decision-making Strong analytical skills with the ability to identify risks and opportunities Advanced Excel, Tableau and/or Power BI skillsComfortable building presentations and communicating insights to executives A mindset focused on continuous improvement and problem-solving . 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.

New!

Westport, CT1 day ago

Full-time
Employee

Southport, CT14 days ago

Full-time
Employee

Manage and mentor an offshore Accounts Payable teamOversee weekly disbursement review and payment approvalsMonitor AP workflows, SLAs, KPIs, and compliance metricsManage expense reporting processes and delinquency follow-upMaintain and improve AP controls and segregation of dutiesReview AP aging and provide analysis on outstanding balancesSupport recurring payments, confidential vendor activity, and escalationsDevelop and maintain SOPs and AP process documentationAssist with reporting, dashboards, and process improvement initiativesPartner cross-functionally with accounting, finance, and operations teams. 2–5+ years of Accounts Payable supervisory or management experienceStrong understanding of AP processes, controls, and expense reportingExperience managing remote or outsourced teams preferredExcellent communication and organizational skillsAbility to thrive in a fast-paced, deadline-driven environmentAssociate’s degree or equivalent AP experience required.

Melville, NY15 days ago

$100,000–$110,000

Under 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.

Wolcott, CT30+ days ago

$95,000–$110,000

Proficiency with Microsoft Office (Excel (Pivots, Vlookup etc.), Outlook, Teams. 7+ years of relevant work experience, with 3+ years of management experience.

Melville, New York28 days ago

$140,000–$160,000 Per Year

Prepares 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.

Shelton, CT30+ days ago

Hubbell Utility Solutions (HUS) enable the grid to conduct, communicate and control energy across utility applications and Hubbell Electrical Solutions (HES) are essential to managing power across a wide range of industries and applications. Our product offerings include but are not limited to: • Modular Data Centers • Power Equipment Centers • Custom Integrated Switchboards • pre-manufactured indoor/outdoor electrical distribution centers.

Greenwich, Connecticut30+ days ago

$75,000–$95,000 Per Year

New!

Westport, CT6 days ago

$120,000–$130,000 Per Year
Full-time

A fast-growing consumer brand in the performance and lifestyle space is seeking a Finance Manager, Inventory Planning to support inventory strategy, demand forecasting, and supply chain finance operations. This is an exciting opportunity for a highly analytical and collaborative professional to help scale financial and operational planning processes within a dynamic, high-growth environment.

New!

Westport, CT6 days ago

$120,000–$130,000 Per Year

A fast-growing consumer brand in the performance and lifestyle space is seeking a Finance Manager, Inventory Planning to support inventory strategy, demand forecasting, and supply chain finance operations. Support inventory forecasting through sales demand modeling, production planning, warehouse allocation analysis, and product sell-through reporting.

Westport, CT30+ days ago

$100,000–$120,000 Per Year

This leader partners closely with Medical Leadership (DVMs), Hospital Operations, Pricing, FP&A, Accounting, Procurement, Inventory Operations, and IT/Data teams to balance clinical service levels, working capital, and profitability in a high-volume, SKU-intensive environment with seasonal demand patterns and multiple Practice Information Management Systems (PIMS). Partner with Hospital Leaders and Operations to forecast, measure, and enforce inventory buying budgets at the hospital level by category/sub-class—monitoring, escalating, and recommending actions as trends shift.

new haven, CT30+ days ago

Full-time

This role sits at the center of decision-making—translating complex financial data into actionable insights and guiding leaders across the organization to make informed, mission-aligned decisions. Guided by a Board of Directors, most of whom are patients themselves, we take pride in being a healthcare leader dedicated to delivering high-quality, affordable medical and dental care to everyone, regardless of their insurance status or ability to pay.

Norwalk, CT15 days ago

Remote

Full-time

In this role, you will help guide product-level strategic business outlook by forecasting demand units, in relation to pricing, advertising, and other key metrics, creating plans that drive day-to-day execution across cross-functional teams. Leverage third-party and internal data sources to validate existing forecasts and establish a comprehensive growth strategy and forecasts for new business ventures (e.g., new marketplaces, product listings, SKUs) .

Westport, CT30+ days ago

$160,000–$200,000 Per Year

Maintain accountability for how capital is deployed through data-driven analysis, tracking, and ongoing dialogue with business partners to ensure spend aligns with intended outcomes. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work – using cutting edge technology to validate and execute on timeless and universal investment principles.

New Haven, Connecticut30+ days ago

$150,000–$200,000 Per Year

Suffolk – America’s Contractor – is a national company with more than $8 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets. The Senior Planner supports projects over $100 million by creating baseline and progress schedules for various stages of the project, gives technical and practical input on all project schedules and prepares and analyzes updates.

New Haven, CT15 days ago

$150,000–$200,000 Per Year

Melville, NY30+ days ago

Full-time

The role is key to delivering financial operations, billing, and eInvoicing solutions across enterprise environments, bridging clients, finance, technology, and delivery teams to ensure successful implementation. It includes supporting the Implementation project team with fact-finding, client data (GL, cost and BU codes), process flows, and detailed requirements tied to ERP systems such as Oracle, SAP, Microsoft Dynamics, Sage, and NetSuite.

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Financial Planning Jobs in Stratford, CT

Charitable Planning Attorney - CT or FL Jobot

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

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

Financial Consultant - New Haven, CT Fidelity Investments

Financial Consultant - Stamford, CT Fidelity Investments

Financial Consultant - West Hartford, CT Fidelity Investments

Financial Consultant - Greenwich, CT Fidelity Investments

Financial Consultant - Plainview, NY Fidelity Investments

Financial Consultant - Roslyn, NY Fidelity Investments

Financial Consultant - Wall Street, NY Fidelity Investments

Financial Consultant - Garden City, NY Fidelity Investments

Financial Consultant - Fairfield, CT Fidelity Investments

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Tax Manager (Hybrid) Jobot

FP&A Manager Vaco LLC

Senior Audit Manager, CPA firm Jobot

Accounting and Finance Agency Business Development Manager Vaco LLC

Treasury Manager Vaco LLC

FP&A Analyst Vaco LLC

Accounting Manager Vaco LLC

Assurance Manager bdo consulting

Business Development Director (Private Equity / Asset Management - Focus) bdo consulting

Business Development Director bdo consulting

Family Medicine Physician - Sign on Bonus available One Medical

RN Care Manager - Case Coordination Charlotte Hungerford Hospital

Tax Managing Director, Core Tax Services bdo consulting

Senior Manager Technology and Data Strategy Health and Welfare Council of Long Island

Premier Banker Flushing Financial Corporation

RN Behavioral Health Manager Infection Prevention MASONICARE

Personal Trainer, Roslyn Equinox

Development Operations Data Manager Ability Beyond

Senior Tax Accountant - Manager - CPA FIRM Globalforce Intl. (MAIN)

Finance Director Company Confidential

Director of FP&A Company Confidential

Director of Finance Company Confidential

AP Manager Company Confidential

Financial Planning & Analysis Manager Professional Physical Therapy

Manager - Financial Planning and Analysis Nambe'

Senior Manager, Financial Planning & Analysis Leviton Manufacturing

Financial Planning Analyst Hubbell Inc

Financial Planning & Analysis (FP&A) Analyst QXO

Finance Manager, Inventory Planning Michael Page International

Finance Manager, Inventory Planning Michael Page

Manager of Inventory and Planning PetVet Care Centers

Chief Financial Officer (CFO) Fair Haven Community Health Care

Demand Planning Manager Gorilla Commerce

Senior Finance Associate, Business Planning & Analysis Bridgewater Associates

Regional Planning Manager Suffolk Construction Company, Inc.

Regional Planning Manager UNAVAILABLE

Senior Technical Business Integration Manager (Financial Operations) - Melville, NY Accommodations Plus International

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