4,467 Results for

Financial Planning Jobs in Westchester, NY

Jobs

Wealth Advisor OneDigital

New York, New York

OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. · Develop leads through various channels including: utilizing OneDigital’s Workplace to Wealth strategy to engage existing plan clients, educational events, networking, and referrals.

6 days ago

Technical Accounting & Financial Reporting Manager Nebius Group NV

$139,600–$174,500 / year

Consolidation under ASC 810, including variable interest entity (VIE) assessments, primary beneficiary determinations, and voting interest model analysis for joint ventures, special purpose entities, and other complex structures . As a Technical Accounting & Financial Reporting Manager, you will play a critical role in supporting a public company environment by leading the analysis and documentation of complex accounting matters and ensuring high-quality, compliant financial reporting.

25 days ago

Senior Manager, Succession Planning And Talent Programs Metropolitan Transportation Authority

New York, NY

$111,655–$124,061 / year

Coordinate / schedule and facilitate effective in-person or virtual stakeholder meetings across MTA sites, including pre-meeting prep, meeting materials, summaries, metrics, and debrief reporting packets across the agency, People team, and leadership in support of driving succession and talent programs. Oversee job profile, skills, and development design and implementation milestones aligned with succession planning timeline & workplan, ensuring timely task completion, stakeholder communication, and cross-team coordination to support and prepare employees for the next step along the MTA career journey.

30+ days ago

Financial Analyst II, Office of the Provost University of Delaware

Newark, New Jersey

The APUI portfolio includes the FinTech Innovation Hub, the Center for Innovation in Lifelong Learning and Teaching – which includes four units(Academic Technology Services, Center for Teaching Assessment and Learning, UD Online, and Professional and Continuing Studies (which includes the access center, non-credit programs, and Osher Lifelong Learning Institute)), and the Division of Enrollment Management. Working under the direction of the Vice Provost for Academic Programs and University Initiatives, the Financial Analyst II is responsible for the financial operations of the large and complex university initiatives portfolio.

14 days ago

Manager, Financial Services Risk Consulting (Lender Due Diligence) RSM

New York, NY

$101,000–$203,000 / year

In our Financial Services Risk Consulting practice, our team works alongside lenders, investors, risk and internal audit functions, and other stakeholders to evaluate risks, assess controls and processes, and provide insights that support informed lending and investment decisions. You will work with leading financial institutions and specialty finance organizations on complex engagements involving lender due diligence, credit risk, asset-backed lending, loan portfolios, and related financial services transactions.

30+ days ago

Senior Director of Student Financial Services Barnard College

New York City, New York

Senior Director of Student Financial Services The Senior Director of Student Financial Services reports to the Vice President for Enrollment and External Affairs and provides leadership for a newly integrated team responsible for student financial aid and bursar functions, financial advising, and financial literacy. Key priorities include ensuring compliance with all federal, state, and institutional regulations; implementing effective policies and internal controls; supporting enrollment and retention goals through sound financial planning; and collaborating with offices such as Admissions, the Registrar, Academic Advising, and Access Barnard to deliver coordinated student support.

30+ days ago

Senior Director Of Student Financial Services Barnard College

New York City, NY

$161,000–$168,000 / year

Key priorities include ensuring compliance with all federal, state, and institutional regulations; implementing effective policies and internal controls; supporting enrollment and retention goals through sound financial planning; and collaborating with offices such as Admissions, the Registrar, Academic Advising, and Access Barnard to deliver coordinated student support. The Senior Director of Student Financial Services reports to the Vice President for Enrollment and External Affairs and provides leadership for a newly integrated team responsible for student financial aid and bursar functions, financial advising, and financial literacy.

30+ days ago

Financial Planner, CFP® Financial Finesse Inc

$115,000–$135,000 / year

As the pioneering and leading provider of unbiased workplace financial wellness programs in the country, we combine expert human guidance with innovative technology and AI-enabled tools to help people make confident, informed financial decisions and build lasting financial independence. Today we reach millions of employees worldwide with no product sales and no commissions, just unbiased guidance that reduces financial stress and builds lasting security.

21 days ago

Port Planning Intern Hatch Ltd.

Brooklyn, NY

$27–$32 / hour

Interest in the maritime industry, including global trade and supply chain trends; ocean carriers, Class I railroads, and trucking companies; and freight infrastructure and operations across a variety of modes, facilities, and commodities. In accordance with legislated pay transparency requirements, the expected salary range for this position is based on current market data and aligned with internal pay structures to ensure consistency and fairness.

30+ days ago

Vice President, FP&A American Operator

New York, New York

$150,000–$200,000 / year

Lead budgeting, forecasting, and long-range financial planning across approximately 50 portfolio companies, developing models that reflect the unique operating drivers of each business. The ideal candidate is a hands-on finance leader who thrives in a fast-moving, PE-backed operating environment and is comfortable rolling up their sleeves and building through ambiguity.

30+ days ago

Senior Technology Finance Business Analyst Milbank LLP

New York City

$115,000–$130,000 / year

This role manages annual operating and capital budgets, including a technology budget, provides executive-level financial insights, and partners closely with IT leadership, Finance, Procurement, Legal, vendors, and project teams to ensure technology investments are planned, governed, optimized, and aligned with business priorities. Milbank is internationally recognized as a leader in major corporate/finance transactions (such as M&A, structured finance, banking, capital markets and project and transportation finance), litigation (including complex commercial, intellectual property, securities and white collar), financial restructuring, and trusts and estates.

30+ days ago

Director, Tax & Estate Planning - Lazard Wealth Lazard LTD

New York, NY

$175,000–$225,000 / year

You'll need to have: Ten or more years of experience advising ultra-high-net-worth individuals, families and family offices on estate and income tax planning, gained within a private client law practice, a national or Big Four private client tax practice, a trust company, a multi-family office or a comparable wealth management platform. You will work within our POD service model - integrated client advisor, investment professionals and Family Office Services teams - to translate complex ownership structures, trust arrangements and tax considerations into practical, actionable planning strategies for clients and their next generations.

12 days ago

Director, Tax & Estate Planning - Lazard Wealth Lazard Inc

New York, NY

$225,000–$250,000 / year

2 days ago

Senior Financial Reporting Accountant SageSure Insurance Managers

Jersey City, NJ

We have more than 1,000 employees in a distributed workforce environment across 12 offices-Fairfield, CA; Mountain View, CA; Cheshire, CT; Jacksonville, FL; Tallahassee, FL; Tampa, FL; Chicago, IL; Jersey City, NJ; Marlton, NJ; Cincinnati, OH; Houston, TX; Sheboygan, WI-who are tackling the industry's toughest challenges. . We champion belonging and inclusion for all identities, including, but not limited to, race, ethnicity, religion, sexual orientation, age, veteran status, ability status, gender, and country of origin, striving to create a culture where all individuals feel valued, respected, and empowered to bring their authentic selves to work.

30+ days ago

Enterprise - ServiceNow SPM Technical Consultant Slalom Inc

New York, NY

$126,000–$154,000 / year

What You'll Do: As a ServiceNow Strategic Portfolio Management Technical Consultant, you will serve as the hands-on builder on ServiceNow Strategic Portfolio Management (SPM) engagements and pre-sales activities across the strategic planning and portfolio delivery landscape, including Strategic Planning, Project and Portfolio Management, Demand Management, Agile and Test Management, Resource Management, Financial Planning, and Application Portfolio Management. Technical & Platform Expertise: Strong technical knowledge of the ServiceNow platform (Strategic Planning, Project and Portfolio Management, Demand Management, Agile and Test Management, Resource Management, Financial Planning, Flow Designer, UI Builder, scoped applications, and Reporting/Performance Analytics).

30+ days ago

System / Business Analyst (PeopleSoft, ServiceNow, Procurement & Financial Operations) NYC - Month Contract (Remote) Next Generation Inc

New York, NY

Remote

$45–$55 / hour

This role will support the IT Cyber Security Division and other business units by managing procurement processes, monitoring contract renewals, tracking expenditures, supporting consultant onboarding activities, and providing financial and operational analysis. The ideal candidate will possess experience with PeopleSoft, ServiceNow, and vendor management platforms, along with strong analytical, reporting, and cross-functional communication skills.

30+ days ago

System / Business Analyst (PeopleSoft, ServiceNow, Procurement & Financial Operations) NYC - Month Contract Next Generation Inc

New York, NY

$45–$55

30+ days ago

JanSport and Eastpak: Senior Financial Analyst, FP&A Eastpak

Jersey City, New Jersey

74,800.00 USD - $93,500.00 USD annually Incentive Potential : This position is eligible for additional compensation awards that may include an annual incentive plan, sales incentive, or commission potential. The Senior Financial Analyst has the primary responsibility of preparing business performance analysis, reporting, and forecasting to support the Americas Wholesale and DTC channels.

8 days ago

Senior Financial Analyst Eastpak

Jersey City, New Jersey

$74,800–$93,500 / year

17 days ago

Financial Advisor Fulton Bank

Parsippany, New Jersey

Educates Fulton Financial Corporation Fulton Financial Corporation employees regarding investment and insurance products and services so the branch and other employees can deliver qualified referrals. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates.

30+ days ago

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Financial Planning Jobs in Westchester, NY

Wealth Advisor OneDigital

Technical Accounting & Financial Reporting Manager Nebius Group NV

Senior Manager, Succession Planning And Talent Programs Metropolitan Transportation Authority

Financial Analyst II, Office of the Provost University of Delaware

Manager, Financial Services Risk Consulting (Lender Due Diligence) RSM

Senior Director of Student Financial Services Barnard College

Senior Director Of Student Financial Services Barnard College

Financial Planner, CFP® Financial Finesse Inc

Port Planning Intern Hatch Ltd.

Vice President, FP&A American Operator

Senior Technology Finance Business Analyst Milbank LLP

Director, Tax & Estate Planning - Lazard Wealth Lazard LTD

Director, Tax & Estate Planning - Lazard Wealth Lazard Inc

Senior Financial Reporting Accountant SageSure Insurance Managers

Enterprise - ServiceNow SPM Technical Consultant Slalom Inc

System / Business Analyst (PeopleSoft, ServiceNow, Procurement & Financial Operations) NYC - Month Contract (Remote) Next Generation Inc

System / Business Analyst (PeopleSoft, ServiceNow, Procurement & Financial Operations) NYC - Month Contract Next Generation Inc

JanSport and Eastpak: Senior Financial Analyst, FP&A Eastpak

Senior Financial Analyst Eastpak

Financial Advisor Fulton Bank

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