3,975 Results for

Financial Planning Jobs in White Plains, NY

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Director of Financial & Planning Analysis Vaco LLC

New York, NY

$60–$68 / hour

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. The ideal candidate is an analytical, solutions-oriented finance professional who thrives in a fast-paced environment, excels at translating complex financial data into actionable insights, and fosters a collaborative partnership culture across the organization.

8 days ago

Estate Planning Attorney Jobot

Queens, NY

$100,000–$200,000 / year
Quick Apply

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. The successful candidate will be responsible for assisting clients with the legal aspects of managing their wealth and ensuring their assets are distributed according to their wishes after their death.

12 days ago

Bilingual Financial Consultant (EN/CH) Eazzy Consulting

Queens, NY

$85,000–$150,000 / year
Full time
Quick Apply

If you enjoy building relationships, growing your network, and managing your own sales pipeline, we provide training and a network of lenders to support you. We offer solutions including working capital, microfinance products, commercial credit lines, commercial loans, and real estate financing.

22 days ago

Senior Financial Advisor / Private Wealth Advisor Jobot

New York, NY

$250,000–$750,000 / year
Quick Apply

Unlike traditional organizations driven by aggressive expansion or short-term production goals, this firm takes a thoughtful approach to growth, focusing on experienced advisors and successful teams who value independence, collaboration, and the opportunity to build something meaningful over time. As the organization continues expanding its national presence, we are interested in connecting with established Financial Advisors, Private Wealth Advisors, and Wealth Management Teams who may be curious about opportunities for greater autonomy, resources, and long-term career growth.

Today

CFO Jobot

Oyster Bay, NY

$275,000–$330,000 / year
Quick Apply

The ideal candidate brings a combination of construction, real estate, development, and property management expertise, coupled with the executive presence to guide financial strategy, optimize portfolio performance, and support acquisition and development activities. This executive will serve as a strategic partner to ownership and senior leadership, overseeing all aspects of financial management, capital planning, real estate accounting, development finance, and long-term growth initiatives.

13 days ago

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

Danbury, CT

$65,000–$80,000 / year
Quick Apply

This role ensures patients have timely access to insurance enrollment and financial assistance services while maintaining strong internal controls, accurate patient billing processes, vendor accountability, and compliance with healthcare billing and payer requirements. Serves as the organization’s internal lead for oversight of both outsourced billing vendor and internal patient billing activities, including self-pay and sliding fee accounts.

5 days ago

Senior Financial Analysis Lead Vaco LLC

New York, NY

$65–$75 / hour

8 days ago

Planning and Stress Testing Model Execution AVP Barclays

New York, NY

Join Barclays as a Planning and Stress Testing Model Execution AVP, where youll have the chance to drive the execution and evolution of critical financial planning and stress testing models that support strategic decision-making across the bank. In this role, you will lead the onboarding of existing and emerging quantitative modeling methodologies, enhance model infrastructure, and coordinate model redevelopment efforts in response to performance monitoring, validation feedback, and changing business requirements.

2 days ago

CFO (Chief Financial Officer) Vaco LLC

New York, NY

$250,000–$280,000 / year

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. This role is responsible for driving financial performance, optimizing multi-site operational cost structures, managing commodity/raw material risk, and implementing scalable systems (including Microsoft Dynamics Business Central) to support organic and M&A growth.

8 days ago

Corporate Vice President, Advanced Planning Consultant New York Life Insurance Company

New York, NY

$140,000–$200,000 / year

This role drives large-case production through advanced sales strategies, estate planning, and premium finance solutions by delivering targeted agent engagement, hands-on client-facing support, and comprehensive training for agents and field leadership. In this role, you will support and enable our agents by delivering expertise, training, and premium finance solutions that drive growth, production, and long-term success across the enterprise.

30+ days ago

Revenue Strategy & Planning, Senior Manager - Remote Cribl

New York, NY

Remote

$93,300–$175,000 / year

Support annual and long-range planning: Collaborate with GTM leaders, other team members and cross-functional partners on annual and long-range planning. Leverage AI to optimize GTM operations: Apply AI tools and workflows to automate analysis, surface insights faster, and improve the efficiency of existing processes.

23 days ago

Senior Financial Reporting and Analytics Analyst Vaco LLC

New York, NY

$125,000–$150,000 / year

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 publicly traded technology-forward financial services firm, is are seeking a Senior Financial Reporting & Analytics Analyst to support financial reporting, accounting, and data analysis initiatives across a growing finance organization.

8 days ago

Sr. Finance Manager, Domestic Compensation Finance TSR Consulting

New York, New York

$77–$87 / hour
Temporary
Contractor
Full time
Quick Apply

The ideal candidate will have strong experience in headcount and compensation planning, employee-related FP&A, and advanced Excel and a proven ability to lead compensation forecasting and reporting, partner with HR and operating groups, and deliver accurate insights that inform workforce decisions . TSR is a trusted staffing and workforce solutions partner with more than 50 years of experience delivery highly qualified talent to support clients' most critical business and technology initiatives.

30 days ago

Lead Oracle EPM 40HRS Staffing

Harrison, NY

$140,000–$160,000 / year
Full time
Quick Apply

This role partners closely with FP&A, Tax, Human Resources, Technology, and other business functions to deliver scalable solutions for financial planning, forecasting, profitability analysis, allocations, and management reporting. The successful candidate must be able to translate complex business needs into sustainable system solutions while leading initiatives and coordinating work across onsite, offshore, and third-party resources.

3 days ago

Financial Sales - Account Executive New York Life - Uniondale

Uniondale, NY

Quick Apply

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. Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.

2 days ago

Senior Tax Manager / Tax Principal – High Net Worth Clients Jobot

New York, NY

$200,000–$260,000 / year
Quick Apply

Join a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. 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.

1 day ago

Junior Financial Analyst CFS

Dobbs Ferry, NY

$25–$29 / hour

The Junior Financial Analyst is an integral member of the Finance & Accounting team, supporting the organization's financial operations through accounting, payroll, accounts receivable analysis, and financial reporting activities. The ideal candidate is detail-oriented, analytical, and eager to grow their expertise in financial management, accounting processes, and data-driven decision-making.

3 days ago

Project Manager – Wealth Management Billing & Revenue Management Jobot

New York, NY

$100–$150 / hour
Quick Apply

You'll work closely with senior leaders across Billing, Wealth Management, Innovation, Technology, Finance, and other key functions, providing broad exposure to a significant organizational transformation and the opportunity to influence decisions at the leadership level. This is an ideal engagement for a consultant who enjoys solving complex business problems, getting into the details, developing practical solutions, influencing stakeholders, and then staying close to the work to ensure those solutions are successfully implemented.

13 days ago

Associate, Transaction Advisory Services Jobot

New York, NY

$120,000–$150,000 / year
Quick Apply

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.

2 days ago

Vice President, Transaction Advisory Services Jobot

New York, NY

$160,000–$215,000 / year
Quick Apply

14 days ago

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Financial Planning Jobs in White Plains, NY

Director of Financial & Planning Analysis Vaco LLC

Estate Planning Attorney Jobot

Bilingual Financial Consultant (EN/CH) Eazzy Consulting

Senior Financial Advisor / Private Wealth Advisor Jobot

CFO Jobot

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

Senior Financial Analysis Lead Vaco LLC

Planning and Stress Testing Model Execution AVP Barclays

CFO (Chief Financial Officer) Vaco LLC

Corporate Vice President, Advanced Planning Consultant New York Life Insurance Company

Revenue Strategy & Planning, Senior Manager - Remote Cribl

Senior Financial Reporting and Analytics Analyst Vaco LLC

Sr. Finance Manager, Domestic Compensation Finance TSR Consulting

Lead Oracle EPM 40HRS Staffing

Financial Sales - Account Executive New York Life - Uniondale

Senior Tax Manager / Tax Principal – High Net Worth Clients Jobot

Junior Financial Analyst CFS

Project Manager – Wealth Management Billing & Revenue Management Jobot

Associate, Transaction Advisory Services Jobot

Vice President, Transaction Advisory Services Jobot

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