NewFP&A Manager Vaco LLCFP&A ManagerDanbury, CT$120,000–$140,000Determining 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.
Nurse Practitioner or Physician Assistant One MedicalNurse Practitioner or Physician AssistantFAIRFIELD, CT$144,900–$173,300 / yearIn the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting, OR 1 year in an outpatient primary care setting, coupled with either a 1 year primary care fellowship or 1+ year in an urgent care setting. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years.
Family Medicine Physician - Sign on Bonus available One MedicalFamily Medicine Physician - Sign on Bonus availableNEW CANAAN, CT$273,500–$327,000 / yearOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues.
NewFamily Nurse Practitioner or Physician Assistant - Sign on Bonus available One MedicalFamily Nurse Practitioner or Physician Assistant - Sign on Bonus availableWESTPORT, CTIn the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 1 year in an outpatient primary care setting seeing patients of all ages (0+), coupled with either a 1 year primary care fellowship or 1+ year in an urgent care setting seeing patients of all ages (0+). Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years.
Primary Care Physician One MedicalPrimary Care PhysicianDARIEN, CT$273,500–$290,700 / yearOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues.
NewPer Diem Family Medicine Physician-All Ages (Casual Employee) One MedicalPer Diem Family Medicine Physician-All Ages (Casual Employee)WESTPORT, CTOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Enrolled in, or have completed, an accredited Internal or Family Medicine residency program Practiced at least 2 of the last 5 years in an outpatient primary care setting.
NewRN ALSA Director - Assisted Living (DAY SHIFT) MASONICARERN ALSA Director - Assisted Living (DAY SHIFT)Shelton, CTThe ALSA Director is designated as the Supervisor of Assisted Living Services Agency (SALSA) for the CT AL licensure and is responsible for coordinating and managing all aspects of nursing and personal care services provided by ALSA staff to residents of the assisted living facility. Education: A Baccalaureate Degree in Nursing with two years full time experience (one year in home health care or community health required) OR A diploma or Associate's Degree in nursing with four years of full time experience over the past 10 years (one year of home health care or community health required).
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 & 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.
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.
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) Eversource EnergyFinancial 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.
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.
Sr. Manager, Planning Analytics COE Stanley Black & Decker IncSr. Manager, Planning Analytics COECT$115,800–$199,800 / yearLearning & 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.
Senior Planning Engineer Lee Hecht HarrisonSenior Planning EngineerNew Haven, CT$130,000–$140,000 / yearThis position partners closely with engineering, operations, finance, and regulatory stakeholders to drive data-driven decision-making, improve capital planning processes, and ensure efficient program delivery. A leading utility organization is seeking a Senior Planning Engineer to provide strategic and operational leadership for its Capital Improvement Program (CIP) and long-range infrastructure initiatives.
Transmission Planning Consultant Pyramid Consulting, IncTransmission Planning ConsultantWallingford, CT$62–$68 / hourKey Responsibilities: Performs a broad range of studies and other consulting services such as transmission planning and operational studies consisting of power flow, transient stability, transfer capability, short-circuit, voltage analysis, harmonics analysis, electromagnetic, reliability, and economic dispatch associated with congestion management scenarios. Experience with power system planning and operations; transient stability, short circuit, and voltage analysis; NERC, FERC, and Regional requirements, policies and procedures; production costing; risk assessment techniques; TPL compliance; generator interconnection; or harmonics analysis.
Business Planning Analyst Charter Communications IncBusiness Planning AnalystStamford, CTHOW YOULL MAKE AN IMPACT Actively and consistently support efforts to simplify and enhance the customer experience Analyze operational spending trends and identify opportunities to improve cost efficiency and meet key performance indicators Prepare recurring financial reports, perform monthly variance analysis to budget/forecast, and support leadership reviews Build and maintain financial models to support forecasting and planning, and the annual budgeting process Support annual budgeting process and ongoing operating expense forecasting and reforecasting Collaborate with business partners to understand cost drivers and improve forecast accuracy Identify and recommend opportunities to improve or streamline financial processes and reporting, and support ad hoc analysis as needed WHAT YOULL BRING TO SPECTRUM Required Qualifications Education: Bachelors degree in business or related field or equivalent experience Experience: 2+ years of business planning, financial analysis or related experience Skills: Strong prioritization and organizational skills Prioritize and organize effectively while handling multiple projects and competing priorities Work independently and as part of a team Proficient in analyzing and interpreting data Quickly identify business challenges and opportunities Effective verbal and written communication skills with all levels of management Proficiency with software applications such as Word and Excel Read, write, speak and understand English Preferred Qualifications Experience: 1-3 years in financial planning and analysis, financial analysis, consulting or a similar role Supporting budgeting or forecasting processes Skills: Advanced proficiency in Excel including pivot tables and financial modeling with large datasets Clearly communicate financial information to non-finance partners Financial planning systems or data visualization tools such as Power BI or Tableau #LI-JV1 FAN376 2026-71921 2026 Here, our employees dont just have jobs, theyre building careers. In this role, youll work closely with finance leadership and operational teams to help manage budgets, build financial models and deliver insights that drive performance and support strategic goals.
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.
Financial Consultant - Finance Systems, Services & Automation Elevance Health IncFinancial Consultant - Finance Systems, Services & AutomationWallingford, CTMinimum Requirements: Requires a BA/BS in accounting or finance and a minimum of 3 years experience in general accounting, finance, or budget and planning; or any combination of education and experience, which would provide an equivalent background. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
Workforce Business Planning Analyst SPECTRUMWorkforce Business Planning AnalystStamford, CTWhen you join our team, you’ll be keeping our customers connected to what matters most in 41 states across the U.S. Watch this video to learn more. . That’s why we offer a comprehensive pay and benefits package that rewards employees for their contributions to our success, supporting all aspects of their well-being at every stage of life.
NewFinancial Analyst 2, Post Award Yale UniversityFinancial Analyst 2, Post AwardConnecticutThe University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. Whether you are a current resident of our New Haven-based community, eligible for opportunities through the New Haven Hiring Initiative, or a newcomer, interested in exploring all that Yale has to offer, your talents and contributions are welcome.
Sr Financial Analyst Gartner IncSr Financial AnalystStamford, CTReporting & Insights: Deliver timely, insightful reporting to IT leadership, including analysis of personnel and technology investments; present findings as needed to enable informed, data-driven decision-making. You'll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes.
VP, Financial Advisor ION Financial MHC INCVP, Financial AdvisorSouthbury, CTPart timeTheir duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals.
Workforce Business Planning Analyst Charter Communications IncWorkforce Business Planning AnalystStamford, CTBeyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach. Get to Know Us Charter Communications provides superior communication and entertainment products for residential and business customers through the Spectrum brand.
Senior Director, Associate Chief Financial Officer, Yale Medicine Yale UniversitySenior Director, Associate Chief Financial Officer, Yale MedicineNew Haven, CT$190,000–$302,500 / yearThe Senior Director, Associate CFO works closely with executive leadership including with the YM CEO and Deputy Dean for Finance and Administration, clinical departments, and operational teams to ensure financial sustainability while supporting high-quality patient care. Assist the CFO in developing and executing the organization's financial strategy and long-term financial planning, including the effect of the funds flow arrangement with YSM's partner, Yale New Haven Health System.
VP, Financial Advisor Ion BankVP, Financial AdvisorWatertown, ConnecticutTheir duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals.
CFO, Commercial Segment Assa Abloy ABCFO, Commercial SegmentNew Haven, CTThe Chief Financial Officer (CFO), Commercial Segment is a key member of the Commercial Segment leadership team, responsible for driving financial strategy, operational performance, and long-term value creation across the segment. Information Technology: Oversees commercial IT strategy and investment to ensure technology solutions aligned with business objectives, enable revenue growth, and deliver secure, cost-effective systems that support the operation, sales, and data integrity.
Estate & Tax Planning Legal Counsel 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.
Financial Analyst II, Post-Award (FRMS) Yale UniversityFinancial Analyst II, Post-Award (FRMS)New Haven, CT$68,000–$120,500 / yearReporting to a Manager of FRMS Post-Award, the Financial Analyst 2, Post Award provides expert analytical and financial services, guidance, and consultation to faculty and staff to optimize the Principal Investigator's use of research funds and mitigate risk of non-compliance for all awards. The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives.
Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)Financial ConsultantHamden, CT$75,400–$100,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 3+ years financial services experience Series 7 and Series 63 completed within 120 days of start date Preferred: 5+ years financial services experience Series 7 and Series 63 completed.
Financial Planner with Athletic Background Northwestern Mutual - Fairfield CountyFinancial Planner with Athletic BackgroundBridgeport, CTWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Business Development, Business Owners, Military Veterans, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. Key Responsibilities: As a Client Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.
Demand Planning Manager Gorilla CommerceDemand Planning ManagerNorwalk, ConnecticutRemoteIn this role, you will help guide product-level strategic business outlook by forecasting demand units, in relation to pricing, advertising, and other key metrics, creating plans that drive day-to-day execution across cross-functional teams. Leverage third-party and internal data sources to validate existing forecasts and establish a comprehensive growth strategy and forecasts for new business ventures (e.g., new marketplaces, product listings, SKUs).
Financial Solutions Advisor - Southern CT. Market Bank of AmericaFinancial Solutions Advisor - Southern CT. MarketWestport, ConnecticutUS - CT - Cheshire - 185 Highland Ave (CT2356), US - CT - Fairfield - 2150 Black Rock Tpke - Black Rock Turnpike (CT2201), US - CT - New Canaan - 94 Elm St (CT2252), US - CT - Norwalk - 578 Westport Ave - Westport Ave (CT2258), US - CT - Ridgefield - 90 Danbury Rd (CT2247), US - CT - Southbury - 108 MAIN ST N (CT9108), US - CT - Westport - 126 Post Rd E - Westport Center (CT2190). Key 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.
NewCFO CFSCFOBranford, CT$200,000–$250,000 / yearThis is a unique opportunity to lead finance for a growing, patient-centered healthcare organization with strong leadership visibility. Ready to step into a mission-driven CFO role where you can shape strategy and directly impact community health outcomes? .
Aviation Financial Consultant (Future Opportunities) T.Y. Lin International Group LtdAviation Financial Consultant (Future Opportunities)CTServing airports and other aviation clients for more than 70 years across all seven continents, our aviation consulting practice includes both planning and development services that span activation planning, airfield and airspace, business and finance, commercial development, environmental, ground transportation, master planning and strategy, terminal planning and design. This is an opportunity for a financially minded professional who enjoys solving complex problems, building sophisticated analytical models, and working directly with airport and aviation industry leaders on high-impact projects.
Financial Services Representative - State Farm Agent Team Member John Fischer - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSelden, NYThis role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.
NewFinancial Reporting Analyst Elevance Health IncFinancial Reporting AnalystWallingford, CTMay prepare draft technical accounting position memorandums, coordinates and compiles annual and semi-annual Risk-Based Capital calculations for company, and/or maintains and updates financial analysis packages given to senior management for comparison between GAAP, BCBSA, or statutory accounting analysis. Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance.
NewSenior Financial Analyst (FP&A) CFSSenior Financial Analyst (FP&A)Wallingford, CT$85,000–$100,000 / year2-4years experience in public accounting OR 2-4 years with a mix of public accounting and corporate experience OR 2-4 years’ experience as a FPA professional within industry. Direct CFO and senior leadership exposure with career progression proven within FP&A and across operational finance roles globally.
Financial Specialist U.S. Department of JusticeFinancial SpecialistCT$52,727–$82,938 / yearIf you are claiming 10-point veterans preference based on service-connected disability, in addition to the DD214 or certification requirements (see above bullet), you must also submit an SF-15 Application for 10-point Veterans Preference, plus the proof of entitlement of this preference which is normally an official statement, dated 1991 or later, from the Department of Veterans Affairs certifying to the present existence of the service-connected disability and indicating the percentage of your disability. FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show that the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university.
Senior Engineer, Distribution System Planning (hybrid schedule) Eversource EnergySenior Engineer, Distribution System Planning (hybrid schedule)CT$129,450–$143,830 / yearTechnical Knowledge/Skill/Education/Licenses/Certifications: Technical Knowledge/Skill: Working knowledge of electric simulation software models and power distribution systems analysis, including load-flow, transient, and 8760-hours simulation. Essential Functions: Identifies Distribution System problems involving multiple feeders and substations, leads and conducts scenario-based planning studies, evaluates alternatives and recommends appropriate solutions to ensure a reliable distribution system.
Program Mgr - Financial Plng & Govern Iberdrola SAProgram Mgr - Financial Plng & GovernOrange, CT$116,640–$145,800 / yearThis role also serves as a strategic partner to IOS leadership, providing insights, challenging assumptions, and identifying opportunities to enhance financial performance, operational efficiency, and value creation across the organization. This position plays a critical role in enabling data-driven decision-making by developing and maintaining dashboards, tracking organizational goals and metrics, and driving transparency into financial and operational performance.
Supply Planning Analyst Gorilla CommerceSupply Planning AnalystNorwalk, ConnecticutRemoteGorilla Commerce is seeking a highly analytical and self directed Supply Planning Analyst to build and maintain critical reporting solutions, dashboards, and support tools that empower our teams to make informed decisions. With a department focus on optimizing inventory levels, improving supply accuracy, and streamlining planning strategies, you will create solutions that enhance visibility, strengthen inventory strategies, and drive operational efficiency across the supply chain.
Planning Specialist EnerSysPlanning SpecialistCommack, NY$75,000–$90,000 / yearThe Planning Specialist at Bren-Tronics, part of EnerSys and manufacturer of advanced power solutions, plays a critical role in supporting internal manufacturing operations by coordinating production schedules, material planning, and system-driven workflows within a defense manufacturing environment. This position works closely with operations, supply chain, engineering, quality, and finance teams to align planning activities with manufacturing capabilities, material availability, and regulatory requirements.
transmission-planning-consultant-1898-co-multiple-locations Burns & McDonnelltransmission-planning-consultant-1898-co-multiple-locationsWallingford, CT$110,000–$400,000 / yearBachelor Degree in Engineering or related degree from an ABET accredited program or related degree and 3 years of related experience required OR Master Degree in Engineering or Business and 2 years of experience required OR PhD in Engineering and 1 year of experience required. Perform a wide range of transmission planning and operational studies, including power flow, transient stability, transfer capability, short-circuit, voltage and reactive analysis, harmonics, EMT studies, reliability assessments, and production cost modeling.
NewFinancial Advisor Northwestern MutualFinancial AdvisorNorwalk, Connecticut$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Literacy Coordinator University of BridgeportFinancial Literacy CoordinatorBridgeport, CTResource referral for students by connecting them with relevant resources, including scholarships, grants, and financial assistance programs and by providing information on external financial literacy resources and tools. Position Description Summary/Purpose: A Financial Aid Literacy Counselor is responsible for assisting students in navigating the financial aid process, understanding available resources, and making informed decisions about their financial responsibilities.
NewFinancial Analyst, Commercial Segment Assa Abloy ABFinancial Analyst, Commercial SegmentNew Haven, CTAdvanced Microsoft Excel skills, including complex formulas, PivotTables, Power Query, lookups (XLOOKUP/INDEX-MATCH), and data analysis techniques. Analyze monthly financial results, identifying key variances to budget, forecast, and prior year, and provide actionable insights to management.
Financial Solutions Advisor - Pioneer Valley Market Bank of America CorpFinancial Solutions Advisor - Pioneer Valley MarketGlastonbury, CT$65,000–$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. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - Central Long Island Market ( Bilingual Spanish Required) Bank of America CorpFinancial Solutions Advisor - Central Long Island Market ( Bilingual Spanish Required)Huntington, NY$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. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").