2,030 Results for

Financial Planning Jobs in Wakefield, NY

Jobs

New York, NY10 days ago

$270,000–$310,000

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.

New!

New York, NY1 day ago

$95,000–$110,000

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

New!

New York, NY1 day ago

Remote

$300,000–$373,750

Demonstrated government and regulatory experience, such as engaging with government agencies, navigating public policy, securing incentives/grants, or managing relations with regulatory bodies (e.g., experience in sectors with heavy government oversight like infrastructure, defense, energy, or regulated industries). Experience leading/contributing to an IPO process, including f S-1 filings, SEC compliance, roadshows, and transition to public company reporting (prior successful IPO as CFO highly preferred; experience in pre-IPO readiness or public company finance acceptable).

New!

Stamford, CTToday

$200,000–$300,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Providing expert legal advice on all aspects of charitable planning, including the establishment and operation of various types of charitable organizations and trusts.

New York City, New York10 days ago

$100–$140 Per Hour

Our community is cultivated by a team of dedicated professionals working to help clients navigate hybrid workforce strategies and connect contract workers with projects they love. Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets.

New!

New York, NYToday

$150,000–$250,000 Per Year

As we continue to evolve and expand, we are seeking a Financial Controller to partner closely with executive leadership and play a key role in maintaining strong financial operations and supporting strategic decision-making. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

New York, NYToday

$145,300–$178,100

Most importantly, if you thrive on a challenge, enjoy working on multiple projects, drive results, manage your time effectively, can multi-task, are intellectually curious, have an appetite for risks and passion for winning, then you’re the perfect fit for the job. You will be successful if you have advanced skills in Microsoft Office suite, proficiency in AutoCAD, Excel, ability to consolidate data and floor plans into PowerPoint presentations together with CAFM/IWMS system experience (Nuvolo).

New!

New York, NY2 days ago

$185,000–$225,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. About the role: Our client, a fast growing private equity firm that invests in the media and technology space, is seeking a Financial Controller to take ownership of all internal finance and accounting operations while serving as a close partner to the CFO.

New!

Jersey city, NJ1 day ago

$26–$26

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

New!

Elmsford, NYToday

$170,000–$190,000 Per Year

Reporting directly to the Senior Vice President of FP&A, this role will lead critical enterprise processes including the Annual Operating Plan (AOP), sponsor and lender reporting, and financial reporting & performance management, while owning and advancing the company’s Oracle EPM platform. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Uniondale, NYToday

Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.

New!

New York, NY4 days ago

$61,831–$76,937 Per Year
Full-time

The Graduate Center’s commitment to research and scholarship for the public good is exemplified by its more than 30 centers, institutes, and initiatives, including its Advanced Science Research Center (ASRC), a 200,000 square-foot facility in upper Manhattan, designed to promote collaboration among scientists in five areas of global research and innovation: nanoscience, photonics, structural biology, neuroscience, and environmental sciences. The Finance Reporting Analyst reports to the Accounting and Reporting Manager and is primarily responsible for all revenue and expense accounting at the Graduate Center for Tax Levy and Non-Tax Levy, including but not limited to Tuition and Fees and Adult Continuing Education (“ACE”).

New York, NY12 days ago

$190,000–$230,000 Per Year

Reporting directly to the Chief Executive Officer (CEO), the CFO will manage financial planning, budgeting, accounting operations, grant and contract fiscal management, and financial reporting to support organizational goals and compliance requirements. The Chief Financial Officer (CFO) is responsible for overseeing and directing the overall financial operations of the Client Health Center.

New!

New York, NYToday

$46,988–$122,400

The model is a fully integrated population health and customer service solution for large plan sponsors high-touch, high-tech member advocacy service which combines data-driven processes with the expertise of highly trained clinical and concierge member services. The Plan Sponsor Liaison collaborates with the Senior Directors, Managers and Clinical/Member advocate teams to review performance, implement improvement plans, provide customer specific training and act as the subject matter expert for all aspects of the plan.

New!

Uniondale, NY5 days ago

Join us at New York Life, where we empower our Sales Managers to lead with confidence and make a meaningful impact in the financial services industry. Responsibilities:Lead and inspire a dynamic sales team to achieve and exceed sales targets, fostering a culture of excellence and innovation.

New!

New York, NYToday

$60,000–$100,000

Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. The Financial Advisor assist clients with investable assets between $250,000 and $5,000,000 to reach their financial goals, strive to build long term relationships, and work clients over time as their needs change.

New!

Ridgefield, CT1 day 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!

Stamford, CT1 day 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!

New York, NYToday

$115,000–$130,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. If you come from Big 4 audit with a real estate focus and want to move into a role with genuine ownership, long-term stability, and a sophisticated portfolio to work on, this is worth a serious look.

New!

Corona, NY1 day 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!

Bronx, NY1 day 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!

Bronx, NY1 day 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!

Corona, NY1 day 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!

Lindenhurst, NY1 day 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.

Newark, NJ8 days ago

$60,000–$90,000 Per Year

The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed.

New!

Norwalk, CT1 day ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

New York, NY30+ days ago

$105,468 Per Year

Regardless of seniority or role, uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors. Own assigned product areas, collaborate closely with business and technology teams, and deliver reliable member-focused digital solutions.

New!

Uniondale, NY4 days ago

New York Life's culture of innovation and its focus on long-term client success ensure you're not just part of a company but a community dedicated to doing good. You'll build lasting relationships founded on trust and integrity, providing tailored financial solutions that truly make a difference.

Purchase, NY13 days ago

$100,000–$140,000

Prepare and communicate in a concise and accurate manner tax technical topics and issues as well as incorporating into documents, presentations, and communications (memos, fact sheets, etc.) for a wide range of technical and non-technical audiences . Ability to perform research on various tax accounting and tax technical issues using online tax research services and conveying results in a clear concise manner .

New!

Uniondale, NYToday

New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.

New!

New York, NYToday

$115,000–$130,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. If you come from Big 4 audit with a real estate focus and want to move into a role with genuine ownership, long-term stability, and a sophisticated portfolio to work on, this is worth a serious look.

Hackensack, NJ13 days ago

$140,000–$180,000

New!

Melville, NY6 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!

New York, New York4 days ago

$155,000–$199,500
Full-time

The role works autonomously while collaborating across practice groups and regions, requiring an ownership mindset, proactive approach, and ability to drive initiatives forward with minimal supervision. The Business Development Manager supports the Chair of the Private Equity group in driving business development and marketing efforts for the Chair's practice.

New!

New York, New York4 days ago

$49.73–$63.74
Full-time

The Business Development Coordinator will work collaboratively with the Senior Business Development Coordinator, the broader MP-Team, and any additional staffing resources supporting the practice, including project management, administrative, business development, and external vendor support teams. Success in the role requires strong communication, responsiveness, professionalism, and a team-first mindset, including the ability to proactively escalate issues, provide timely updates, and operate effectively within a highly collaborative support structure.

New!

Woodbury, NYToday

$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!

Brooklyn, NYToday

$90,000–$95,000 Per Year

The organization is known for delivering a high-quality customer experience through fresh food offerings, prepared meals, bakery, deli, butcher, seafood, and specialty grocery departments within a fast-paced, inventory-driven retail environment. A growing multi-location retail and grocery organization is seeking an experienced Accounting Manager to support day-to-day accounting operations, financial reporting, and process improvement initiatives.

New!

New York, New York4 days ago

$185,000–$275,000
Full-time

Reed Smith Legal Solutions is seeking a strategic and entrepreneurial Senior Manager & Team Lead, Intelligence & Investigations, to build and lead a premier global investigative practice supporting clients across the legal, financial services, corporate, and private equity sectors. The Senior Manager will lead the development of a high-performing global investigations team, oversee sophisticated client engagements, and execute strategic business development initiatives across law firms, investment firms, and multinational corporations.

New!

New York, New York4 days ago

$165,000–$185,000
Full-time

Reed Smith Legal Solutions is seeking a highly experienced and strategic Manager, to join their Intelligence & Investigations team to lead complex investigative engagements and deliver actionable intelligence to clients across the legal, financial services, and corporate sectors. The successful candidate will play a central role in executing high-impact client matters, managing investigative workflows, and mentoring research personnel and subcontractors across multiple jurisdictions.

New York, NY12 days ago

$130,000–$175,000

New York, NY7 days ago

$160,000–$190,000

Fair Lawn, NJ13 days ago

$150,000–$170,000

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This $100 mm revenue business is a hypergrowth company that will benefit from organic growth driven by a major tech cycle, but there is also a massive opportunity for the company to grow through acquisition.

New!

New York, NY1 day ago

$137,700–$186,300

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. Kforce's client, a leading national CPA firm is seeking an Audit Manager for their growing Financial Services in New York City.

New!

Newark, NJToday

Remote

Educate physicians and other health care professionals about Jazz Pharmaceuticals product(s), providing the most current information about the approved indications for the company’s products within the current disease areas of focus: Small Cell Lung Cancer (SCLC) and Gastrointestinal (GI) Cancers. The successful candidate may also be eligible for a discretionary annual cash bonus or incentive compensation (depending on the role), in accordance with the terms of the Company's Global Cash Bonus Plan or Incentive Compensation Plan, as well as discretionary equity grants in accordance with Jazz's Long Term Equity Incentive Plan.

New!

New York, NY2 days ago

$180,000–$200,000

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. Currently supported by an outsourced firm, this individual will own day-to-day financial operations, including monthly close, financial reporting, payroll oversight, revenue recognition, internal controls, audit coordination, and tax compliance.

New!

Pine Brook, NJToday

$115,000–$140,000 Per Year

Job Details: We are seeking an experienced Account Manager from another CPA firm specializing in clients in the Entertainment industry./The ideal candidate will have a background as a music business manager, working with high net worth clients, has a robust understanding of financial reporting, budgeting, and ability to service clients at a high caliber. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

New York, NYToday

$120,000–$150,000 Per Year

Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

New York, NYToday

$160,000–$215,000 Per Year

Rutherford, NJ13 days ago

$115,000–$145,000

The Audit Manager will learn a complex and growing business and this position could serve as a transition into leadership positions within Corporate finance or business operational roles. This role offers the opportunity to learn the business, build relationships with senior management by advising on complex operational matters and to serve as a catalyst for this person's upward career progression within finance at this company.

New!

Long Island City, NY2 days ago

$70–$90

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. Ledger Integrity: Maintain total oversight of the general ledger and all subsidiary ledgers, including journal entries, transaction corrections, and monthly WIP reconciliations.

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Financial Planning Jobs in Wakefield, NY

CFO - Law Firm Kforce Inc.

Senior Financial Analyst Kforce Inc.

Chief Financial Officer - IPO IPO Kforce Inc.

Charitable Planning Attorney - CT or FL Jobot

Financial Regulatory Reporting Consultant Talent Shift

Financial Controller Jobot

Global Occupancy Planning Lead *US AMR-Jones Lang LaSalle Americas, Inc.

Financial Controller Vaco LLC

Entry Level Financial Services Vaco LLC

Manager of FP&A Jobot

Financial Planner New York Life - Uniondale

Finance Reporting Analyst The Graduate Center, CUNY

Chief Financial Officer Engage Partners, Inc.

Senior Analyst, Plan Sponsor Liaison CVS Health

Sales Manager Financial Services NYL - Nassau GO

Vice President, Financial Advisor BNY

Financial Consultant - Stamford, CT Fidelity Investments

Financial Consultant - Greenwich, CT Fidelity Investments

Senior Accountant (M&A / FP&A) Jobot

Financial Consultant - Plainview, NY Fidelity Investments

Financial Consultant - Garden City, NY Fidelity Investments

Financial Consultant - Flatiron, NY Fidelity Investments

Financial Consultant - Wall Street, NY Fidelity Investments

Financial Consultant - Roslyn, NY Fidelity Investments

Entry-Level Financial Specialist New York Life-NJ General Office

Financial Consultant - Fairfield, CT Fidelity Investments

IT Product Manager - Digital Banking United Nations Federal Credit Union

Financial Services Professional NYL - Nassau GO

Tax Manager - Tax Accounting & Reporting Kforce Inc.

Financial Service Professional New York Life - Nassau County General Office

Real Estate Accountant - $125,000 Jobot

FP&A Manager - Tech Unicorn Kforce Inc.

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Business Development Manager – U.S. Corporate Reed Smith US

Business Development Coordinator Reed Smith US

Tax Manager (Hybrid) Jobot

Accounting Manager Jobot

Senior Manager and Team Lead, Intelligence & Investigations Reed Smith US

Manager, Intelligence & Investigations Reed Smith US

Senior Manager - Risk Advisory Kforce Inc.

Director FP&A - Hospitality Kforce Inc.

Controller - Tech Sector Kforce Inc.

Audit Manager Kforce Inc.

Senior Oncology Account Manager - Northern New Jersey Jazz Pharmaceuticals

Controller/Finance Lead Vaco LLC

Business Account Manager/Accountant-Entertainment CPA Firm Jobot

Associate, Transaction Advisory Services Jobot

Vice President, Transaction Advisory Services Jobot

Internal Audit Manager Kforce Inc.

Controller Vaco LLC

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