Charitable 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.
NewChief Financial Officer Peckham IndustriesChief Financial OfficerBrewster, NYThe 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. Through our extensive network of hot mix asphalt and ready-mix concrete plants, quarries, and liquid asphalt terminals, PII delivers the highest quality materials and custom solutions to thousands of road construction and road maintenance customers.
FP&A Manager Vaco LLCFP&A ManagerDanbury, CT$120,000–$140,000Vaco/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.Finance Manager Page GroupFinance ManagerWestport, CT$110,000–$130,000 / yearFull timeThis 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.Financial Business Analyst Brains Workgroup, Inc.Financial Business AnalystHuntington Station, NY$90,000–$115,000 / yearFull timePosition 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.Manager, Financial planning and Analysis Mastercard IncManager, Financial planning and AnalysisPurchase, NY$125,000–$207,000 / yearp>All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.Director, Financial Planning & Analysis Mastercard IncDirector, Financial Planning & AnalysisPurchase, NY$163,000–$269,000 / yearAll activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and. Role: The Director is responsible for supporting a broad spectrum of financial processes and initiatives including but not limited to the following: • Develop and manage driver based forecast models linking operational metrics to PN, VASS, and consolidated financial outcomes.Manager, Financial Planning & Analysis Mastercard IncManager, Financial Planning & AnalysisPurchase, NY$125,000–$207,000 / yearAll activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and. Independently manage ad hoc analytical requests and special projects for senior stakeholders, applying strong financial judgment, structured problem solving, and clear, executive ready communication.Financial Planning & Analysis (FP&A) Internship Maplewood Senior LivingFinancial Planning & Analysis (FP&A) InternshipWestport, CTLearning Opportunities: During the internship, the candidate will gain exposure to: Multi-site financial management across 18 operating communities. Analyze community-level performance metrics, including occupancy, revenue, labor costs, operating expenses, and resident care statistics.Actuarial Associate - Financial Planning and Analysis New York Life Insurance CoActuarial Associate - Financial Planning and AnalysisWhite Plains, NY$131,600–$171,500 / yearSpecific skills/other requirements - Experience must include (quantitative experience requirements not applicable to this section): Building, maintaining, and interpreting financial templates and visualizations, including income statements and balance sheets, primarily using Excel; Working with large and complex data sets to generate actuarial insights, performing regular data validation, reconciliation, and updates to ensure accuracy and integrity; Developing and maintaining financial and actuarial models incorporating actuarial assumptions including mortality, lapse, reserve; Developing and maintaining financial and actuarial models incorporating actuarial assumptions for mortality, lapse, interest, sales, and Value of New Business (VNB); Evaluating financial and actuarial results to assess risk, profitability, and business implications; and Reporting actuarial insights effectively through reports, presentations, and professional documentation, emphasizing clarity, risk analysis, and business impact. Education & Experience Requirements: Bachelors degree in Actuarial Science, Mathematics, Statistics, Economics, Finance or related field (willing to accept foreign education equivalent) plus two (2) years of experience as an Actuarial Associate, Actuarial Associate - Financial Planning and Analysis or related occupation driving product implementation, enhancing valuation systems, validating reserves, and streamlining reporting and assumption analyses.Manager, Financial Planning & Analysis The Cooper Companies IncManager, Financial Planning & AnalysisTrumbull, CTThe Manager, Financial Planning & Analysis (FP&A) serves as a strategic finance business partner to the Surgical Business Unit (SBU) and International Medical Device commercial organizations within CooperSurgical, a division of CooperCompanies. This highly visible role supports a ~$400M global line of business and plays a critical role in driving financial insight, decision support, and disciplined execution.Director, Financial Planning & Analysis - Shelton, CT (Hybrid) Hubbell IncDirector, Financial Planning & Analysis - Shelton, CT (Hybrid)Shelton, CTThe Electrical Products Director of Financial Planning & Analysis will serve as a key member of the Hubbell Finance leadership team and have responsibility for accurate, timely, transparent financial planning, forecasting and analysis for the Electrical Products (EP) Strategic Business Unit, a significant component of Hubbell Electrical Solutions. 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.NewFinancial 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.Financial Planning Analyst Hubbell IncFinancial Planning AnalystCTHubbell 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.Manager of Financial Planning & Analysis ONS MSO LLCManager of Financial Planning & AnalysisStamford, CTHeadquartered in Stamford, Connecticut, the Spire network spans the Northeast with more than 165 physicians, 1,800 employees, 285 other clinical providers and 40 locations in New York, Connecticut, Rhode Island and Massachusetts. As a Management Services Organization (MSO), Spire provides the infrastructure for administrative operations that allows practices to operate at their highest level, so doctors can focus their efforts on what matters most - patient care.Senior Financial Analyst, Investment Planning (Hybrid Schedule) Eversource EnergySenior Financial Analyst, Investment Planning (Hybrid Schedule)Berlin, CT$107,890–$119,880 / yearWorking with field operations, assists in developing Expense and Capital operating budgets which are derived from the Work Plan and performs analysis and reporting of Expense and Capital budget performance for the assigned areas. Current guidelines require employees to work at least three days in the office, including Tuesdays and Wednesdays, with the third day set by the employee and supervisor based on department needs.Financial Analyst, Investment Planning (Hybrid Schedule) EversourceFinancial Analyst, Investment Planning (Hybrid Schedule)Berlin, CT$87,900–$97,670 / yearThe Financial Analyst provides financial support to the Operations organization; coordinates and supports the Monthly Financial Reports; develops the departments’ financial budgets and five-year financial forecasts; regulatory plans; project analysis; and development of different reports tools. Coordinates and develops financial projections with input from Shared Services’ groups and disciplines from across the company includes financial forecasts, regulatory, corporate and field functional areas and accounts.Director, Finance Strategy and Planning Mastercard IncDirector, Finance Strategy and PlanningPurchase, NY$164,000–$271,000 / yearOverview: The Director, Finance Strategy and Planning, Worldwide Finance, reports to the Group Executive, FP&A, and is responsible for 1) supporting the Finance Leadership Team (FLT) objectives, including the planning and coordination of meetings and follow-up on projects and initiatives; 2) driving the coordination, development and execution of communications throughout Worldwide Finance; and 3) supporting the CFO with the planning and coordination of internal and external engagements such as presentations, coordination of CFO quarterly all hands meetings, as well as other activities including the organization of the OCFO. All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and.Demand Planning Lead Spin Master CorpDemand Planning LeadWilton, CT$110,000–$120,000 / yearSpin Master is a fast-paced, hands-on organization that provides many great opportunities for impactful decision-making; though our challenging start-up atmosphere isn't for everyone, we have a proven record of opportunities for future advancement and internal transfers for our passionate and results driven team. Should you require an accommodation, please contact our Talent Acquisition team, by email at TAinquiries@spinmaster.com or by phone at 416 364-6002 and we will work with you to meet your accessibility needs.Demand Planning Lead Spin Master InternationalDemand Planning LeadWilton, ConnecticutSpin Master is a fast-paced, hands-on organization that provides many great opportunities for impactful decision-making; though our challenging start-up atmosphere isn’t for everyone, we have a proven record of opportunities for future advancement and internal transfers for our passionate and results driven team. Spin Master strives to create an accessible and inclusive application and selection process and is committed to working with and providing reasonable accommodation to job applicants who may require provisions to participate in the recruitment, selection and/or assessment processes.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.Director, Finance Business Partner US Customer Planning Mastercard IncDirector, Finance Business Partner US Customer PlanningPurchase, NY$163,000–$269,000 / yearAll activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and. Responsible for all monthly/quarterly reporting deliverables: including performance tracking against plans, quarterly reviews, incentive variance analysis, revenue analysis, risk and opportunities analysis, pending deals updates, track performance against key joint and strategic initiatives, etc.Sr. Manager, Planning Analytics COE Stanley Black & Decker IncSr. Manager, Planning Analytics COECT$115,800–$199,800 / yearp>Learning & Development: Our lifelong learning philosophy means you'll have access to a wealth of state-of-the-art learning resources, including our Lean Academy and online university (where you can get certificates and specializations from renowned colleges and universities). Join our top-notch team of approximately 43,500 diverse and high-performing professionals globally who are making their mark on some of the world's most beloved brands, including DEWALT, BLACK+DECKER, CRAFTSMAN, STANLEY, CUB CADET, and HUSTLER.Tax Manager, Internal Tax Team - Strategy and Planning Deloitte Touche Tohmatsu LtdTax Manager, Internal Tax Team - Strategy and PlanningStamford, CT$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.NewSenior Planning Engineer Lee Hecht HarrisonSenior Planning EngineerNew Haven, CT$130,000–$140,000 / yearp>This 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.NewTransmission 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.Senior Manager, Revenue Planning Amgen IncSenior Manager, Revenue PlanningBridgeport, CTIn addition to the base salary, Amgen offers a Total Rewards Plan, based on eligibility, comprising of health and welfare plans for staff and eligible dependents, financial plans with opportunities to save towards retirement or other goals, work/life balance, and career development opportunities that may include: A comprehensive employee benefits package, including a Retirement and Savings Plan with generous company contributions, group medical, dental and vision coverage, life and disability insurance, and flexible spending accounts. As an organization dedicated to improving the quality of life for people around the world, Amgen fosters an inclusive environment of diverse, ethical, committed and highly accomplished people who respect each other and live the Amgen values to continue advancing science to serve patients.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.Financial Solutions Advisor - Black Rock Turnpike Financial Center Bank of America CorpFinancial Solutions Advisor - Black Rock Turnpike Financial CenterFairfield, CT$70,000–$80,000 / yearKey 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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.Business Planning Analyst Charter Communications IncBusiness Planning AnalystStamford, CTstrong>HOW 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 SPECTRUMRequired QualificationsEducation: 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 QualificationsExperience: 1-3 years in financial planning and analysis, financial analysis, consulting or a similar role Supporting budgeting or forecasting processesSkills: 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.Senior Finance Associate, Business Planning & Analysis Bridgewater Associates LPSenior Finance Associate, Business Planning & AnalysisWestport, CT$160,000–$200,000 / yearMaintain 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.Estate Planning Strategist, VP Morgan StanleyEstate Planning Strategist, VPPurchase, NY$110,000–$190,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. More specifically: Working closely with senior estate planning strategists and financial advisors to build relationships with ultra-high net worth clients and prospective clients relating to estate and tax planning.Manager / Senior Manager, Sales Finance & Planning - Costco & Club Sales Divisions Danone SAManager / Senior Manager, Sales Finance & Planning - Costco & Club Sales DivisionsWhite Plains, NY$118,000–$169,000 / yearAs a key member of this team, you will play a critical role in delivering our business objectives by managing the financial execution of the business plan and collaborating cross-functionally to support both customer-specific strategies and broader company goals. This role is responsible for owning and leading core financial and planning processes, influencing cross-functional stakeholders, and driving continuous improvement in our ways of working.energy-utilities-analyst-1898-co-power-systems-planning-electrical-wallingford-conshohocken-boston Burns & McDonnellenergy-utilities-analyst-1898-co-power-systems-planning-electrical-wallingford-conshohocken-bostonWallingford, CT$85,000–$110,000 / yearul>Perform a range of technical and analytical support activities related to power systems planning consulting, including: Support power system studies involving generation and transmission and distribution systems, including power flow, stability, short circuit, transient, and reliability analysis. This role provides technical and analytical support to project teams performing engineering, financial, and economic studies for transmission and distribution systems and electric generation.NewWorkforce 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.Senior Financial Analyst, FP&A TouchCareSenior Financial Analyst, FP&AStamford, CTp class="isSelectedEnd">TouchCare is redefining how employees navigate healthcare and benefits through a high-touch healthcare concierge experience. We are seeking a highly analytical, business-minded Financial Analyst, FP&A to support financial planning, forecasting, operational reporting, and strategic analysis across the organization.Lead Analyst - FP&A Investment Planning IberdrolaLead Analyst - FP&A Investment PlanningOrange, ConnecticutThis role acts as a key contributor to the overall success of meeting the target portfolio by Operating Company and this success requires depth and breadth of experience to interpret complex data sets and translate them into actionable insights that drive strategic decision-making. The Reporting and Analytics, Lead Analyst performs these functions to manage the portfolio of operating companies across Avangrid Networks to establish, report, monitor, and manage the company’s investment portfolio to financial targets.Senior Financial Planner Focus Financial PartnersSenior Financial PlannerWhite Plains, New YorkBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. This role is ideal for a technically strong planner with deep eMoney expertise, sound judgment, and the ability to contribute meaningfully within client relationships while supporting senior advisors and partners.CFO, Commercial Segment Assa Abloy ABCFO, Commercial SegmentNew Haven, CTp>The 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.Financial Data Analyst ConsultNetFinancial Data AnalystWhite Plains, NYFor over 25 years, we have connected thousands of consultants with meaningful roles through a personal, communication-driven approach, partnering with a diverse client base to build high-performing teams and create lasting impact. The specialist will work directly with the FP&A function to consolidate and restructure financial data from multiple source systems into clean, usable Excel-based models.NewWorkforce 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.Estate & Tax Planning Legal Counsel DFO ReferralsEstate & 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.NewFinancial Advisor Associate AmeripriseFinancial Advisor AssociateWestport, ConnecticutWork with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024.VP, Financial Advisor ION Financial MHCVP, 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.Financial Advisor - Westchester County, NY Corebridge Financial IncFinancial Advisor - Westchester County, NYWhite Plains, NYp>High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor A proven and successful sales track record You have an active FINRA Series 7 license and a Series 63 and 65 or 66 You also have an active state variable life and health license. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.VP, Financial Advisor Ion BankVP, Financial AdvisorSouthbury, 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.Facilities Planning Administrator TransUnionFacilities Planning AdministratorWhite Plains, NY$21.54–$31.25 / hourp>For You: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back. TransUnion Overview: At TransUnion, we encourage and are committed to creating a real, positive impact and shared sense of purpose within our Workforce for Good, which empowers our people to grow, innovate and contribute to a better future for our communities and customers.123456789Resume ResourcesFree Resume TemplatesFree Resume BuilderSimilar Job SearchesInvestment Jobs in Trumbull, CTFinancial Planning Jobs in Stratford, CTFinancial Planning Jobs in Derby, CTFinancial Planning Jobs in Bridgeport, CTRemote Finance JobsEntry Level Finance Jobs
Finance Manager Page GroupFinance ManagerWestport, CT$110,000–$130,000 / yearFull timeThis 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.
Financial Business Analyst Brains Workgroup, Inc.Financial Business AnalystHuntington Station, NY$90,000–$115,000 / yearFull timePosition 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.
Manager, Financial planning and Analysis Mastercard IncManager, Financial planning and AnalysisPurchase, NY$125,000–$207,000 / yearp>All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Director, Financial Planning & Analysis Mastercard IncDirector, Financial Planning & AnalysisPurchase, NY$163,000–$269,000 / yearAll activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and. Role: The Director is responsible for supporting a broad spectrum of financial processes and initiatives including but not limited to the following: • Develop and manage driver based forecast models linking operational metrics to PN, VASS, and consolidated financial outcomes.
Manager, Financial Planning & Analysis Mastercard IncManager, Financial Planning & AnalysisPurchase, NY$125,000–$207,000 / yearAll activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and. Independently manage ad hoc analytical requests and special projects for senior stakeholders, applying strong financial judgment, structured problem solving, and clear, executive ready communication.
Financial Planning & Analysis (FP&A) Internship Maplewood Senior LivingFinancial Planning & Analysis (FP&A) InternshipWestport, CTLearning Opportunities: During the internship, the candidate will gain exposure to: Multi-site financial management across 18 operating communities. Analyze community-level performance metrics, including occupancy, revenue, labor costs, operating expenses, and resident care statistics.
Actuarial Associate - Financial Planning and Analysis New York Life Insurance CoActuarial Associate - Financial Planning and AnalysisWhite Plains, NY$131,600–$171,500 / yearSpecific skills/other requirements - Experience must include (quantitative experience requirements not applicable to this section): Building, maintaining, and interpreting financial templates and visualizations, including income statements and balance sheets, primarily using Excel; Working with large and complex data sets to generate actuarial insights, performing regular data validation, reconciliation, and updates to ensure accuracy and integrity; Developing and maintaining financial and actuarial models incorporating actuarial assumptions including mortality, lapse, reserve; Developing and maintaining financial and actuarial models incorporating actuarial assumptions for mortality, lapse, interest, sales, and Value of New Business (VNB); Evaluating financial and actuarial results to assess risk, profitability, and business implications; and Reporting actuarial insights effectively through reports, presentations, and professional documentation, emphasizing clarity, risk analysis, and business impact. Education & Experience Requirements: Bachelors degree in Actuarial Science, Mathematics, Statistics, Economics, Finance or related field (willing to accept foreign education equivalent) plus two (2) years of experience as an Actuarial Associate, Actuarial Associate - Financial Planning and Analysis or related occupation driving product implementation, enhancing valuation systems, validating reserves, and streamlining reporting and assumption analyses.
Manager, Financial Planning & Analysis The Cooper Companies IncManager, Financial Planning & AnalysisTrumbull, CTThe Manager, Financial Planning & Analysis (FP&A) serves as a strategic finance business partner to the Surgical Business Unit (SBU) and International Medical Device commercial organizations within CooperSurgical, a division of CooperCompanies. This highly visible role supports a ~$400M global line of business and plays a critical role in driving financial insight, decision support, and disciplined execution.
Director, Financial Planning & Analysis - Shelton, CT (Hybrid) Hubbell IncDirector, Financial Planning & Analysis - Shelton, CT (Hybrid)Shelton, CTThe Electrical Products Director of Financial Planning & Analysis will serve as a key member of the Hubbell Finance leadership team and have responsibility for accurate, timely, transparent financial planning, forecasting and analysis for the Electrical Products (EP) Strategic Business Unit, a significant component of Hubbell Electrical Solutions. 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.
NewFinancial 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.
Financial Planning Analyst Hubbell IncFinancial Planning AnalystCTHubbell 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.
Manager of Financial Planning & Analysis ONS MSO LLCManager of Financial Planning & AnalysisStamford, CTHeadquartered in Stamford, Connecticut, the Spire network spans the Northeast with more than 165 physicians, 1,800 employees, 285 other clinical providers and 40 locations in New York, Connecticut, Rhode Island and Massachusetts. As a Management Services Organization (MSO), Spire provides the infrastructure for administrative operations that allows practices to operate at their highest level, so doctors can focus their efforts on what matters most - patient care.
Senior Financial Analyst, Investment Planning (Hybrid Schedule) Eversource EnergySenior Financial Analyst, Investment Planning (Hybrid Schedule)Berlin, CT$107,890–$119,880 / yearWorking with field operations, assists in developing Expense and Capital operating budgets which are derived from the Work Plan and performs analysis and reporting of Expense and Capital budget performance for the assigned areas. Current guidelines require employees to work at least three days in the office, including Tuesdays and Wednesdays, with the third day set by the employee and supervisor based on department needs.
Financial Analyst, Investment Planning (Hybrid Schedule) EversourceFinancial Analyst, Investment Planning (Hybrid Schedule)Berlin, CT$87,900–$97,670 / yearThe Financial Analyst provides financial support to the Operations organization; coordinates and supports the Monthly Financial Reports; develops the departments’ financial budgets and five-year financial forecasts; regulatory plans; project analysis; and development of different reports tools. Coordinates and develops financial projections with input from Shared Services’ groups and disciplines from across the company includes financial forecasts, regulatory, corporate and field functional areas and accounts.
Director, Finance Strategy and Planning Mastercard IncDirector, Finance Strategy and PlanningPurchase, NY$164,000–$271,000 / yearOverview: The Director, Finance Strategy and Planning, Worldwide Finance, reports to the Group Executive, FP&A, and is responsible for 1) supporting the Finance Leadership Team (FLT) objectives, including the planning and coordination of meetings and follow-up on projects and initiatives; 2) driving the coordination, development and execution of communications throughout Worldwide Finance; and 3) supporting the CFO with the planning and coordination of internal and external engagements such as presentations, coordination of CFO quarterly all hands meetings, as well as other activities including the organization of the OCFO. All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and.
Demand Planning Lead Spin Master CorpDemand Planning LeadWilton, CT$110,000–$120,000 / yearSpin Master is a fast-paced, hands-on organization that provides many great opportunities for impactful decision-making; though our challenging start-up atmosphere isn't for everyone, we have a proven record of opportunities for future advancement and internal transfers for our passionate and results driven team. Should you require an accommodation, please contact our Talent Acquisition team, by email at TAinquiries@spinmaster.com or by phone at 416 364-6002 and we will work with you to meet your accessibility needs.
Demand Planning Lead Spin Master InternationalDemand Planning LeadWilton, ConnecticutSpin Master is a fast-paced, hands-on organization that provides many great opportunities for impactful decision-making; though our challenging start-up atmosphere isn’t for everyone, we have a proven record of opportunities for future advancement and internal transfers for our passionate and results driven team. Spin Master strives to create an accessible and inclusive application and selection process and is committed to working with and providing reasonable accommodation to job applicants who may require provisions to participate in the recruitment, selection and/or assessment processes.
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.
Director, Finance Business Partner US Customer Planning Mastercard IncDirector, Finance Business Partner US Customer PlanningPurchase, NY$163,000–$269,000 / yearAll activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and. Responsible for all monthly/quarterly reporting deliverables: including performance tracking against plans, quarterly reviews, incentive variance analysis, revenue analysis, risk and opportunities analysis, pending deals updates, track performance against key joint and strategic initiatives, etc.
Sr. Manager, Planning Analytics COE Stanley Black & Decker IncSr. Manager, Planning Analytics COECT$115,800–$199,800 / yearp>Learning & Development: Our lifelong learning philosophy means you'll have access to a wealth of state-of-the-art learning resources, including our Lean Academy and online university (where you can get certificates and specializations from renowned colleges and universities). Join our top-notch team of approximately 43,500 diverse and high-performing professionals globally who are making their mark on some of the world's most beloved brands, including DEWALT, BLACK+DECKER, CRAFTSMAN, STANLEY, CUB CADET, and HUSTLER.
Tax Manager, Internal Tax Team - Strategy and Planning Deloitte Touche Tohmatsu LtdTax Manager, Internal Tax Team - Strategy and PlanningStamford, CT$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.
NewSenior Planning Engineer Lee Hecht HarrisonSenior Planning EngineerNew Haven, CT$130,000–$140,000 / yearp>This 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.
NewTransmission 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.
Senior Manager, Revenue Planning Amgen IncSenior Manager, Revenue PlanningBridgeport, CTIn addition to the base salary, Amgen offers a Total Rewards Plan, based on eligibility, comprising of health and welfare plans for staff and eligible dependents, financial plans with opportunities to save towards retirement or other goals, work/life balance, and career development opportunities that may include: A comprehensive employee benefits package, including a Retirement and Savings Plan with generous company contributions, group medical, dental and vision coverage, life and disability insurance, and flexible spending accounts. As an organization dedicated to improving the quality of life for people around the world, Amgen fosters an inclusive environment of diverse, ethical, committed and highly accomplished people who respect each other and live the Amgen values to continue advancing science to serve patients.
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.
Financial Solutions Advisor - Black Rock Turnpike Financial Center Bank of America CorpFinancial Solutions Advisor - Black Rock Turnpike Financial CenterFairfield, CT$70,000–$80,000 / yearKey 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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Business Planning Analyst Charter Communications IncBusiness Planning AnalystStamford, CTstrong>HOW 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 SPECTRUMRequired QualificationsEducation: 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 QualificationsExperience: 1-3 years in financial planning and analysis, financial analysis, consulting or a similar role Supporting budgeting or forecasting processesSkills: 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.
Senior Finance Associate, Business Planning & Analysis Bridgewater Associates LPSenior Finance Associate, Business Planning & AnalysisWestport, CT$160,000–$200,000 / yearMaintain 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.
Estate Planning Strategist, VP Morgan StanleyEstate Planning Strategist, VPPurchase, NY$110,000–$190,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. More specifically: Working closely with senior estate planning strategists and financial advisors to build relationships with ultra-high net worth clients and prospective clients relating to estate and tax planning.
Manager / Senior Manager, Sales Finance & Planning - Costco & Club Sales Divisions Danone SAManager / Senior Manager, Sales Finance & Planning - Costco & Club Sales DivisionsWhite Plains, NY$118,000–$169,000 / yearAs a key member of this team, you will play a critical role in delivering our business objectives by managing the financial execution of the business plan and collaborating cross-functionally to support both customer-specific strategies and broader company goals. This role is responsible for owning and leading core financial and planning processes, influencing cross-functional stakeholders, and driving continuous improvement in our ways of working.
energy-utilities-analyst-1898-co-power-systems-planning-electrical-wallingford-conshohocken-boston Burns & McDonnellenergy-utilities-analyst-1898-co-power-systems-planning-electrical-wallingford-conshohocken-bostonWallingford, CT$85,000–$110,000 / yearul>Perform a range of technical and analytical support activities related to power systems planning consulting, including: Support power system studies involving generation and transmission and distribution systems, including power flow, stability, short circuit, transient, and reliability analysis. This role provides technical and analytical support to project teams performing engineering, financial, and economic studies for transmission and distribution systems and electric generation.
NewWorkforce 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.
Senior Financial Analyst, FP&A TouchCareSenior Financial Analyst, FP&AStamford, CTp class="isSelectedEnd">TouchCare is redefining how employees navigate healthcare and benefits through a high-touch healthcare concierge experience. We are seeking a highly analytical, business-minded Financial Analyst, FP&A to support financial planning, forecasting, operational reporting, and strategic analysis across the organization.
Lead Analyst - FP&A Investment Planning IberdrolaLead Analyst - FP&A Investment PlanningOrange, ConnecticutThis role acts as a key contributor to the overall success of meeting the target portfolio by Operating Company and this success requires depth and breadth of experience to interpret complex data sets and translate them into actionable insights that drive strategic decision-making. The Reporting and Analytics, Lead Analyst performs these functions to manage the portfolio of operating companies across Avangrid Networks to establish, report, monitor, and manage the company’s investment portfolio to financial targets.
Senior Financial Planner Focus Financial PartnersSenior Financial PlannerWhite Plains, New YorkBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. This role is ideal for a technically strong planner with deep eMoney expertise, sound judgment, and the ability to contribute meaningfully within client relationships while supporting senior advisors and partners.
CFO, Commercial Segment Assa Abloy ABCFO, Commercial SegmentNew Haven, CTp>The 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.
Financial Data Analyst ConsultNetFinancial Data AnalystWhite Plains, NYFor over 25 years, we have connected thousands of consultants with meaningful roles through a personal, communication-driven approach, partnering with a diverse client base to build high-performing teams and create lasting impact. The specialist will work directly with the FP&A function to consolidate and restructure financial data from multiple source systems into clean, usable Excel-based models.
NewWorkforce 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.
Estate & Tax Planning Legal Counsel DFO ReferralsEstate & 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.
NewFinancial Advisor Associate AmeripriseFinancial Advisor AssociateWestport, ConnecticutWork with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024.
VP, Financial Advisor ION Financial MHCVP, 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.
Financial Advisor - Westchester County, NY Corebridge Financial IncFinancial Advisor - Westchester County, NYWhite Plains, NYp>High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor A proven and successful sales track record You have an active FINRA Series 7 license and a Series 63 and 65 or 66 You also have an active state variable life and health license. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
VP, Financial Advisor Ion BankVP, Financial AdvisorSouthbury, 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.
Facilities Planning Administrator TransUnionFacilities Planning AdministratorWhite Plains, NY$21.54–$31.25 / hourp>For You: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back. TransUnion Overview: At TransUnion, we encourage and are committed to creating a real, positive impact and shared sense of purpose within our Workforce for Good, which empowers our people to grow, innovate and contribute to a better future for our communities and customers.