NewClient Success Associate (Minneapolis, MN, NJ, CA) Simplicity Group HoldingsClient Success Associate (Minneapolis, MN, NJ, CA)Summit, NJRemote$60,000–$65,000 / yearSimplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.
NewSenior Accountant Matrix Executive Search, LLCSenior AccountantHackensack, NJJob Description New Jersey based CPA firm engaged in public accounting, tax planning and preparation, and financial consulting is seeking a Senior Accountant to join its team. The firm is dedicated to providing clients with professional, personalized services and guidance in a wide range of financial and business needs.
Tax VP, SALT - Financial Services Page GroupTax VP, SALT - Financial ServicesNew York, NY$175,500–$214,500 / yearFull timeThe Vice President, State and Local Tax will lead and support state and local tax compliance, reporting, planning, and controversy matters while partnering with business and finance teams to manage tax risk and identify opportunities across the organization. The organization is known for its strong culture of excellence, innovation, and collaboration, providing employees with opportunities to work on sophisticated tax matters that impact a broad range of business activities across the United States.
Tax Director, IFRS - Financial Services Page GroupTax Director, IFRS - Financial ServicesNew York, NY$157,500–$192,500 / yearFull timeOur client is a leading global financial institution with a strong international presence and a reputation for excellence across capital markets, investment management, and wealth management services. The organization offers a collaborative, fast-paced environment where finance and tax professionals play a critical role in supporting strategic business objectives and meeting evolving regulatory requirements.
Director, Finance & Accounting Page GroupDirector, Finance & AccountingNew York, NY$150,000–$170,000 / yearFull timeProgressive finance and accounting experience, including financial reporting, budgeting, forecasting, internal controls, and audit management. Direct all accounting operations, including general ledger, accounts payable, revenue, payroll, and month-end close processes.
Maintenance Technician Pratum CompaniesMaintenance TechnicianNewark, NJFull timePreventative Maintenance; Make regular inspections of grounds, buildings, plumbing, electrical fixtures, appliances, and major equipment: checks for appearance and cleanliness, checks for structural cracks, excessive wear; and faulty parts. Working knowledge and experience in general apartment maintenance and repair, Strong understanding or related experience to ensure the ability to recognize electrical, plumbing, and mechanical malfunctions or equipment failure.
Senior Financial Analyst - Financial Planning & Analysis First Quality Enterprises IncSenior Financial Analyst - Financial Planning & AnalysisGreat Neck, NY$90,000–$100,000 / yearAs a member of the Enterprise Central Finance team, this role is responsible for transactional and analytical support for general accounting and financial reporting processes, including enterprise-wide analytics and process automation projects by designing, developing, and maintaining solutions to improve business processes and financial analysis. Primary responsibilities include: Supports the Enterprise Finance team on group's internal and external financial analyses, including elimination and consolidation of financial statements, preparation of monthly and quarterly management reporting, preparation of external compliance statements (bank), regulatory and compliance reports (US census, tax planning, etc.).
Financial Planning & Analysis Analyst Marlene Meyerson JCC ManhattanFinancial Planning & Analysis AnalystNew York, NYRemote$85,000–$105,000 / yearFull timeThis involves working closely with various stakeholders throughout the organization to coordinate efforts, consolidate and analyze budget submissions, and prepare comprehensive management reports and presentations that summarize the budget outcomes. Rooted in Jewish values, it is a cornerstone of the Upper West Side that provides something for every stage of life through a multifaceted array of offerings-spanning comprehensive children's and family programs, cutting-edge health and wellness, thought-provoking arts and culture, and vital social services.
Sr. Manager, Financial Planning, And Analysis Progyny, Inc.Sr. Manager, Financial Planning, And AnalysisNew York, NY$140,000–$155,000 / yearHeadquartered in New York City, Progyny has been recognized for its leadership and growth as a TIME100 Most Influential Company, CNBC Disruptor 50, Modern Healthcare's Best Places to Work in Healthcare, Forbes' Best Employers, Financial Times Fastest Growing Companies, Inc. 5000, Inc. Our benefits solution empowers patients with concierge support, coaching, education, and digital tools; provides access to a premier network of fertility and women's health specialists who use the latest science and technologies; drives optimal clinical outcomes; and reduces healthcare costs.
Associate Manager, Financial Planning ICMA-RCAssociate Manager, Financial PlanningNew York, NY$84,880–$127,330 / yearWe focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. Present approved Deferred Compensation On‑Site seminars covering retirement planning, money and credit, estate planning, Social Security and Medicare, distribution planning, NYCE IRA, and tax planning topics.
Associate, Financial Planning & Analysis (Fp&A) ZocDoc, Inc.Associate, Financial Planning & Analysis (Fp&A)New York, NY$100,000–$130,000 / yearEach month, millions of patients use our free service to find nearby, in-network providers, compare choices based on verified patient reviews, and instantly book in-person or video visits online. Partner with Finance leadership to prepare executive reporting and financial insights that support decisions by Zocdoc's CEO, CFO, leadership team, Board of Directors, and investors.
Associate, Financial Planning & Analysis (FP&A) ZocdocAssociate, Financial Planning & Analysis (FP&A)New York, NY$100,000–$130,000 / yearEach month, millions of patients use our free service to find nearby, in-network providers, compare choices based on verified patient reviews, and instantly book in-person or video visits online. Partner with Finance leadership to prepare executive reporting and financial insights that support decisions by Zocdoc's CEO, CFO, leadership team, Board of Directors, and investors.
Private Wealth Management Financial Planning Analyst Morgan StanleyPrivate Wealth Management Financial Planning AnalystNew York, NY$75,000–$125,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) / Private Wealth Advisors (PWA)/teams with the use of firm-approved financial planning systems and engaging with clients.
Manager, Financial Planning and Analysis DuetManager, Financial Planning and AnalysisNew York City, New YorkBacked by AI-driven tools that give independent NPs the backing of a much bigger system, our network of 100+ practices covering 400,000 annual visits has driven a 30% increase in preventative visits and a 35% drop in hospitalizations, the clearest sign yet that localized NP-led care means better outcomes. In our anchor market in New Hampshire, our network outperformed the state on total cost of care by 19%, proof that a solo NP in an underserved area can outperform a system ten times their size and get rewarded for it.
Associate Manager, Financial Planning & Analysis -Commercial Functions PTC TherapeuticsAssociate Manager, Financial Planning & Analysis -Commercial FunctionsWarren, NJ$96,000–$115,000 / yearQualifications: Bachelor's degree in Finance or Accounting discipline and a minimum of 5 years relevant financial planning and analysis experience within a pharmaceutical, biotechnology or related environment OR equivalent combination of experience and/or education. This individual collaborates closely with a range of cross-functional stakeholders including North America commercial stakeholders, other G&A functions, and other members of the finance and accounting functions.
Corporate Financial Planning & Analysis Manager Prestige BrandsCorporate Financial Planning & Analysis ManagerTarrytown, NYFull timeWe operate in niche segments within these categories in which the strength of our brand names, our established retail distribution network, a low-cost operating model and an experienced management team are the keys to our success. This role operates independently to translate business drivers into decision-oriented financial insights, with direct impact on pricing, margin, cost productivity, and capital allocation decisions.
NewVP Financial Planning & Analysis NewEdge Capital GroupVP Financial Planning & AnalysisStamford, ConnecticutA Barron’s Top 100 RIA Firm, Forbes’ America’s Top RIA Firm and CNBC Elite Advisor*, NewEdge delivers the institutional-grade capabilities, technology and talent infrastructure that enable elite advisors to operate at their highest level — whether serving ultra-high-net-worth clients and family offices directly through NewEdge Wealth and NewEdge Family Office, or building an independent practice through NewEdge Advisors. Deep expertise in three-statement modeling, forecasting and long-range financial planning, with the ability to build models from scratch and translate complex financial data into clear, actionable insight for executive leadership.
Financial Planning & Analysis Manager FohrFinancial Planning & Analysis ManagerNew York, NY$130,000–$165,000Serve as the finance partner for Fohr's highest-priority growth and operational initiatives, building the frameworks and metrics that help teams measure progress and stay accountable. You'll own our financial planning process, lead our forecasting and planning cadence, partner directly with senior leaders on the company's most important initiatives, and build the frameworks that turn strategy into measurable outcomes.
U.S. Banks Financial Planning & Analysis - Director Morgan StanleyU.S. Banks Financial Planning & Analysis - DirectorNew York, NY$90,000–$155,000 / yearDepartment Description: Within U.S. Banks, the Financial Planning & Analysis (FP&A) function is responsible for producing the Annual Strategic Plan and periodical forecasts, leading Balance Sheet and Income Statement efforts for the Banks' Annual and Quarterly Stress Test (AST/QST) submissions to the OCC and providing US Banks' management teams with key financial and strategic analysis to support the Banks' global businesses. Company Description: Morgan Stanley is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Investment Management and Wealth Management (inclusive of Morgan Stanley Private Bank, National Association (MSPBNA) and Morgan Stanley Bank, NA -collectively, the U.S. Banks).
NewManager of Financial Planning and Analytics - Tarrytown ENT and Allergy AssociatesManager of Financial Planning and Analytics - TarrytownTarrytown, New York$100,187–$108,536 / yearBacked by over 25 years of experience, Hümi (formerly Quality Medical Management Services USA, LLC, or QMMS USA) specializes in healthcare management and consultancy across practice operations and management, technology, revenue cycle, compliance, HR management, and business applications. ENT and Allergy Associates (ENTA) is the largest ENT, Allergy, and Audiology practice in the country, with over 475 clinicians practicing across 70+ clinical locations in New York, New Jersey, Pennsylvania, and Texas .