2,999 Results for

Financial Planning Jobs in Woodhaven, NY

Jobs

New York, NY19 days ago

$184,500–$246,000 Per Year

Influence the team of trusted financial advisors and strategic business partners to executive leadership across various business units, providing critical financial guidance and influencing strategic decision-making on key business initiatives. Celebrating over 25 years of ground-breaking technological innovation across more than 38,000 trials and 12 million patients, Medidata offers industry-leading expertise, analytics-powered insights, and one of the largest clinical trial data sets in the industry.

Brooklyn, NY8 days ago

$275,000–$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. Reporting to the CEO and ownership group, the CFO is responsible for financial reporting, controls, systems, compliance, and team leadership to support company growth and performance.

Stamford, CT9 days ago

$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, NY17 days ago

$200,000 Per Year
Full-time

Financial Risk Oversight• Provide second-line oversight of key financial risks, including capital, liquidity, interest rate, credit, and funding risks, while overseeing KRIs and risk metrics to ensure alignment with risk appetite, consistent reporting, and timely escalation of threshold breaches.• Strategic Risk Oversight• Oversee and independently challenge strategic risks arising from business initiatives, growth plans, funding strategies, external dependencies, and changing market conditions, ensuring risks are identified early and incorporated into decision-making.•

New York, NY9 days ago

$160,000–$180,000 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. Our Private Wealth Services practice serves real estate investors, business owners, and entrepreneurs with complex financial lives, which means estate.

New!

New York, NY1 day ago

$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 York, NY8 days ago

Remote

$120,000–$145,000 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. We are an M&A advisory firm focused exclusively on providing transaction services including financial and accounting due diligence, tax due diligence and structuring, and integration services for both private equity and corporate clients.

New!

New York, NY4 days 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!

Sleepy Hollow, NY1 day ago

$60–$90

This role is ideal for professionals with biotech, pharmaceutical, or healthcare industry experience who understand complex regulatory, operational, and financial environments and can quickly step in to support critical accounting functions. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

New York, NY12 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!

Uniondale, NY1 day ago

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 York, NY9 days ago

$200,000–$260,000 Per Year

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.

New York, NY12 days ago

$170,000–$190,000 Per Year

Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance and ESG. Manage day-to-day account work of producing and refining deliverables – including strategic plans, messaging documents, press releases, talking points, scripts, presentations, Q&A, briefing memos.

New!

New York, NY2 days ago

$165,000–$175,000

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. 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.

New!

Jersey city, NJ2 days 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 York, NY9 days ago

$120,000–$140,000 Per Year

You'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.

New York, NY7 days ago

To be successful as a CFO Business Partnering & Controls AVP, you should have: Stakeholder Engagement & Communication, with the ability to collaborate with senior stakeholders, tailor messages to different audiences, and influence outcomes in a dynamic environment. To provide financial expertise and support to specific business units or departments within the organisation, and act as a liaison between the finance function and various business units, helping to bridge the gap between financial data and business decisions.

New York, NY19 days ago

Lead end-to-end Finance Transformation projects across key areas including: Finance function assessments, finance function capability stand-up and optimization, operating model design, service delivery model program design and implementation (i.e. shared services, centers of excellence, outsourcing, and global business services), cost reduction programs, process optimization and automation, and working capital optimization. In FTI Consulting’s Corporate Finance & Restructuring organization, we focus on our clients’ strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.

New York, NY9 days ago

$160,000–$215,000 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, NY1 day ago

$120,000–$150,000 Per Year

New York, NY19 days ago

To provide financial expertise and support to specific business units or departments within the organisation, and act as a liaison between the finance function and various business units, helping to bridge the gap between financial data and business decisions. To be successful as a CFO Business Partnering & Controls VP, you should have: Ability to interpret complex financial data, simplify concepts, and deliver actionable insights using advanced tools (Excel, PowerPoint, Word).

New York, NY10 days ago

$150,000–$190,000 Per Year

Drive cross-functional roadmap alignment across core business stakeholders, regional product leads, engineering, compliance, legal, marketing, and customer care teams. As the lead for this product area, you will define and drive a globally scalable yet locally tailored strategy across lending, card, bill pay, and other financial services products.

Newark, NJ11 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 York, NY19 days ago

$250,000–$400,000 Per Year

Leads complex deal related issues and provides appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.

New York, NY19 days ago

5+ years of professional experience in investor relations, investment banking, sell-side research, capital markets, asset management, or Healthcare communications with a preference toward demonstrated experience managing multiple clients and accounts. In this role, you will build the necessary subject matter expertise and proper skillset to service and advise clients ranging from startups through Fortune 500 companies on a range of company events, milestones, and complex issues.

Melville, NY9 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!

Uniondale, NY3 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.

New!

Melville, NY1 day ago

Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances. Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients.

New!

Uniondale, NY3 days ago

Join us at New York Life, where we're committed to empowering our Sales Managers to lead with confidence and make a significant impact in the financial services industry. Monitor and report on sales performance, using data-driven insights to make informed decisions and adjustments as needed.

Staten Island, NY10 days ago

$100,000–$120,000 Per Year

A well-established behavioral health organization serving individuals through residential and outpatient programs is seeking a Clinical Director (LCSW or LMSW) to join its leadership team. • The Clinical Director will drive accountability, ensure regulatory excellence, and elevate the quality and consistency of care across the organization.

New York, NY11 days ago

$55–$55

New!

New York, NY1 day ago

Remote

$75,000–$80,000

New!

New York, NY5 days ago

$133,000–$190,000 Per Year

This role involves leading and managing enterprise financial systems, focusing on financial planning and performance management. The ideal candidate will have extensive experience in technical leadership and system architecture within enterprise environments.

New!

New York, NY2 days ago

$150,000–$200,000

New!

New York, NY2 days ago

$170,000–$200,000

New!

New York, 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.

New York, NY19 days ago

$119,000–$200,000 Per Year

The ideal candidate brings deep knowledge of how consumers and clients engage with life insurance, financial planning, retirement, and wealth management products and services across their lifecycle, combined with working fluency across AI and agentic technology domains, and a track record of moving beyond advisory work into hands-on concept development and experimentation. Maintain working fluency across key AI and agentic domains, including generative AI and LLMs, agentic and multi-step task automation, predictive and next-best-action models, conversational AI and virtual assistants, and RAG-based knowledge systems, sufficient to engage credibly with technical partners and evaluate capability claims.

New York, NY19 days ago

$160,000–$228,500 Per Year

This role will oversee critical capabilities such as Illustrations, Tax, Operational Data Management, and Policy Generation, ensuring they are seamlessly and consistently integrated with core administration, record-keeping, and new business and servicing systems supporting NYL Retail Solutions. The Integrated Solutions Delivery Lead is a key leadership role responsible for managing teams of technology professionals who design, develop, test and deploy a suite of integrated capabilities across Insurance, Annuities, and Wealth Management solutions.

New York, NY19 days ago

$175,000–$235,000 Per Year

We are looking for outstanding individuals with excellent intellectual & analytical capabilities, pragmatic problem solving skills, strong communications & influencing capabilities, a robust strategy & change management toolkit and a passion to effect change across the organization at the most senior levels. The Corporate Development and Strategy team works closely with the CEO and the Executive Leadership Team to help define & articulate business strategy and support oversight and execution of key enterprise strategic initiatives and other large / complex programs.

New York, NY19 days ago

Support to senior leadership to ensure appropriate resourcing across the business/function including planning and forecasting, partnering with HR to drive talent development and succession planning including the identification of high-potential employees, provision of mentorship and guidance, and support to leadership development and diversity initiatives. Strategic support to senior executives, such as the CEO or other top-level leaders including assistance in the development and execution of in year and multi-year business strategy, research, and analysis to support decision-making and act as delegate for the senior executive in specific situations.

New York, NY19 days ago

$185,000–$264,500 Per Year

This role has accountability across multiple technology ecosystems, including enhancing capabilities, streamlining delivery, modernizing underlying technology stacks, establishing architectural direction, ensuring financial discipline, and driving innovation through emerging technologies and processes. Our vision is to be a leading provider of human-led, holistic guidance to affluent and middle markets—enabled by seamless, differentiated experiences across solutions and channels that distinguish us within the financial services industry.

New York, NY19 days ago

To be successful as an M&A Business Manager AVP, you should have: Proven experience in business management, strategy execution, or COO/Business Manager functions within Investment Banking, with strong understanding of M&A deal lifecycles and financial drivers. Join Barclays as an M&A Business Manager AVP, where you will have the chance to serve as a strategic partner to senior banking leadership, driving execution of business priorities while ensuring disciplined performance management across the M&A franchise.

New York, NY19 days ago

$185,000–$264,500 Per Year

Success in this role requires deep marketing technology expertise, strong engineering leadership, Adobe platform experience, and the ability to orchestrate complex, cross-functional delivery at scale. The role ensures scalable, secure, and compliant solutions that integrate seamlessly across core enterprise systems while delivering exceptional digital experiences in a regulated environment.

New York, NY19 days ago

New York, NY18 days ago

To safeguard the financial interests of the bank, using expertise and diligence to maintain tax compliance, mitigate tax risks and ensure tax is appropriately reflected in the Group’s financial planning and external financial reporting. Other highly valued skills and experience include: Credentials & background: Bachelor’s degree in accounting, Finance, Tax, or related field; CPA or progress toward CPA; financial services experience preferred.

New York, NY19 days ago

$140,000–$190,000 Per Year

Help advisors bring New York Life’s full suite of financial capabilities to market by developing integrated marketing strategies, positioning, and content that connect wealth management offerings with broader financial planning needs and relationship-deepening opportunities. From digital campaigns, cross-selling opportunities, thought leadership, investment insights, and relationship-deepening programs to consumer content development, this individual will help shape how New York Life brings its wealth management value proposition to market.

New York, NY19 days ago

You will be a dedicated resource for the LFCM desk, working to support the origination and ultimate distribution of Leveraged Finance transactions, including conducting market soundings/pre-marketing, collaborating on discussions with investors, running pricing calls and other transaction execution requirements, and driving the order book building/allocation process. Identification, assessment, and management of risks associated with syndicated fixed income capital markets transactions and development of risk mitigation strategies in alignment with regulatory requirements, including the increase in complexity and potential conflicts of interest.  .

New York, NY19 days ago

You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.

Little Falls, NJ9 days ago

$140,000–$145,000 Per Year

The Senior Property Accountant will join a highly experienced accounting team and take ownership of the financial operations for a portfolio of commercial and industrial properties. This role offers a strong balance of autonomy and collaboration, making it ideal for someone who enjoys managing the full accounting lifecycle while contributing to a stable, team-oriented environment.

New!

Edison, NJ5 days ago

By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Required Experience/Skills for the Controller: 5+ years of progressive accounting leadership experience, with demonstrated process improvements.

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Financial Planning Jobs in Woodhaven, NY

Sr. Director, Financial Planning & Analysis (FP&A) Dassault Systèmes

CFO Jobot

Charitable Planning Attorney - CT or FL Jobot

VP Financial and Strategic Risk Management United Nations Federal Credit Union

Estate Planning Attorney Jobot

Financial Controller Jobot

Senior Associate Financial Due Diligence Jobot

Chief Financial Officer - IPO IPO Kforce Inc.

Financial Consultant Kforce Inc.

CFO - Law Firm Kforce Inc.

Financial Advisor New York Life - Uniondale

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

Vice President/Senior Vice President, IPO - Financial Communications Teneo

Financial Controller Vaco LLC

Entry Level Financial Services Vaco LLC

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

CFO Business Partnering & Controls AVP Barclays

Director, Finance Transformation | Office of CFO Advisory Fti Consulting

Vice President, Transaction Advisory Services Jobot

Associate, Transaction Advisory Services Jobot

CFO Business Partnering & Controls VP Barclays

Senior Manager, Product Management – Consumer Financial Service Western Union Business Solutions (acquired by Convera)

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

Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence bdo consulting

Director, Financial Communications - Healthcare & Life Sciences Fti Consulting

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Financial Services Professional NYL - Nassau GO

Financial Advisor Trainee New York Life - Melville, NY

Sales Manager Financial Services NYL - Nassau GO

Clinical Director (LCSW or LMSW) - Behavioral Health Mitchell Martin

Director of Audit Kforce Inc.

Staff Accountant Kforce Inc.

Oracle EPM Technical Product Owner Mitchell Martin

Sr. Tax Planner Vaco LLC

Senior Tax Specialist Vaco LLC

Controller Vaco LLC

Corporate Vice Pres, Dir, AI/Agentic Experience Strategy and UX Architecture - Consumer Journeys New York Life Insurance Company

Corporate Vice President - Integrated Solutions Delivery Lead New York Life Insurance Company

Corporate Vice President - Corporate Development & Strategy New York Life Insurance Company

Investment Banking Chief of Staff, VP Barclays

Corporate Vice President - Technology Delivery Lead - Digital Experience New York Life Insurance Company

M&A Business Manager AVP Barclays

Corporate Vice President - MarTech Delivery Lead New York Life Insurance Company

Chief of Staff - AVP Barclays

Tax AVP Barclays

CVP, Head of Wealth Management Marketing New York Life Insurance Company

Leveraged Finance Capital Markets, Vice President Barclays

Institutional Equity Sales, AVP Barclays

Senior Property Accountant Atrium

Controller Atrium

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