Financial Planning and Analysis Consultant MDMS Recruiting LLCFinancial Planning and Analysis ConsultantNew York, NY$60–$80 / hourCommunication: Develop strong partnerships with the Finance and Business community to gain an understanding of underlying business drivers and issues affecting the activities. Improve the production process and controls of financial reports through (but not limited) technology enhancements – either digital, process enhancements, cross training, and/or data analytics.
Senior Solutions Consultant - Financial Services Appian CorpSenior Solutions Consultant - Financial ServicesNew York, NY$140,000–$218,750 / yearGrowth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. Through a combination of creative persona-based storytelling, technical solutioning, and business consulting, Appian's Solution Consultant's are the driving force behind helping customers understand the business value that Appian's technology can provide during the sales cycle and beyond.
Financial Consultant - Greenwich, CT FidelityFinancial Consultant - Greenwich, CTGreenwich, ConnecticutRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
Financial Consultant - Garden City, NY FidelityFinancial Consultant - Garden City, NYGarden City, New YorkRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Financial Consultant - Millburn, NJ FidelityFinancial Consultant - Millburn, NJMillburn, New JerseyRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Financial Consultant-New York Century Consulting ServicesFinancial Consultant-New YorkNew York, NYRemote$75,000–$110,000Your primary focus is on high-quality qualification: subtly demonstrating the need for a debt relief program while gathering all necessary financial details to create a comprehensive, well-organized analysis and hand-off summary. You will conduct in-depth discovery calls to build professional rapport, uncover the reasons behind their debt buildup, identify key pain points, verify income, and understand their goals for becoming debt-free.
Pre-Sales Consultant, Financial Services AlphaSense, Inc.Pre-Sales Consultant, Financial ServicesNY$80,000–$95,000 / yearWhat You Bring: Financial Services Expertise: 2+ years' experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organisation, with exposure to workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds. The Pre-Sales Consultant will join a team of trusted partners to our Account Executives, working closely with prospective clients through new business sales cycles to demonstrate the value of our platform and help drive new revenue.
Senior Consultant, Financial Reporting & Accounting | Real Estate Solutions FTI Consulting, Inc.Senior Consultant, Financial Reporting & Accounting | Real Estate SolutionsNew York, NYWe provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO preparation, real estate and REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services. We represent leading public and private real estate entities including equity and mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies, hedge funds, pension advisors and owners/developers.
Senior Consultant, Financial Reporting & Accounting | IA&R Real Estate Solutions FTI ConsultingSenior Consultant, Financial Reporting & Accounting | IA&R Real Estate SolutionsNew York, New YorkWe provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO preparation, real estate and REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services. We represent leading public and private real estate entities including equity and mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies, hedge funds, pension advisors and owners/developers.
Senior Consultant, Financial Reporting & Accounting | Ia&R Real Estate Solutions FTI Consulting, Inc.Senior Consultant, Financial Reporting & Accounting | Ia&R Real Estate SolutionsNew York, NYWe provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO preparation, real estate and REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services. We represent leading public and private real estate entities including equity and mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies, hedge funds, pension advisors and owners/developers.
Lead Service Financial Consultant MetLife IncLead Service Financial ConsultantNY$105,000–$145,000 / yearRecognized on Fortune magazine\''s list of the "World\''s Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
Complex Claims Consultant - Financial Lines/Public D&O CNA Financial Corp.Complex Claims Consultant - Financial Lines/Public D&ONew York, NY$72,000–$141,000 / yearPerforms a combination of duties in accordance with departmental guidelines: Manages an inventory of highly complex litigated claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority.
Senior Consultant, CFO Advisory ERP Strategy West Monroe Partners, LLCSenior Consultant, CFO Advisory ERP StrategyNew York, NY$116,000–$136,500 / yearWhat you'll do: Serve on client delivery teams as a program manager on engagements of moderate-to-high complexity and scale; structure and manage your own work and the work of others within multiple workstreams according to project workplan and Statement of Work (SOW); support functional workstream planning and execution by collaborating with team members and client functional leads. 3+ years of "hands-on" experience configuring business applications and at least 1-2 years of experience advising clients on the selection and implementation of ERP Solutions (SAP ERP, Oracle ERP Cloud, and Microsoft Dynamics 365 strongly preferred); must have been an active team member or PM on at least 2 full-cycle ERP implementations.
Pre-Sales Consultant, Financial Services AlphaSensePre-Sales Consultant, Financial ServicesNew York, NY$80,000–$95,000 / yearWhat You Bring: Financial Services Expertise: 2+ years' experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organisation, with exposure to workflows in at least one of: Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds. The Pre-Sales Consultant will join a team of trusted partners to our Account Executives, working closely with prospective clients through new business sales cycles to demonstrate the value of our platform and help drive new revenue.
Director (Senior Managing Consultant), Services Business Development - Financial Institutions Mastercard IncDirector (Senior Managing Consultant), Services Business Development - Financial InstitutionsPurchase, NY$174,000–$274,000 / yearOur team thinks big, moves fast, and partners with some of the world's most innovative companies - including large tech platforms, ecommerce leaders, media companies, fintechs, ERPs, processors, and program managers. This leader partners closely with Sales and cross-functional stakeholders to expand existing relationships, develop new opportunities, and advance Mastercard's Services strategy with U.S. financial institutions.
Financial Control Consultant Phaxis LLCFinancial Control ConsultantNew York, NYCapacity to multi-task and deal with shifting priorities while always maintaining focus on delivering timely information to management and key stakeholders. In this position, you will support management and team members with management of the general ledger, financial analysis, internal and external reporting, and ad-hoc projects.
NewFinancial Consultant (Queens & Brooklyn) WealthBridge Financial GroupFinancial Consultant (Queens & Brooklyn)Manhasset Hills, NYIn this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies.
NewFinancial Consultant (Connecticut) WealthBridge Financial GroupFinancial Consultant (Connecticut)Darien, CTIn this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies.
Financial Services Tech Consulting Senior Consultant - WAM, Asset Management - Aladdin Ernst & Young Global LtdFinancial Services Tech Consulting Senior Consultant - WAM, Asset Management - AladdinNew York, NY$102,500–$187,900 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Your deep technical knowledge of Aladdin, combined with strategic leadership, will drive multiple high-impact implementation projects across trading, compliance, portfolio management, and post-trade functions.
Senior Consultant - Anti-Money Laundering - Financial Crime and Fraud DeloitteSenior Consultant - Anti-Money Laundering - Financial Crime and FraudStamford, CTFull timeSubject matter expertise in AML/sanctions regulations as they apply to financial institutions, including retail, wholesale and international banks, broker dealers, mutual funds and insurance companies, money service businesses, and Financial Technology (FinTech) organizations. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.