- Merck & Co. (Irving, TX)
- Job DescriptionThe Senior Supply Chain Manager will oversee and optimize the Technology Solutions facilities supply chain operations, will hold overall ... Planning strategies to ensure alignment between demand, supply, and financial plans.Collaborate with cross-functional teams, including logistics, planning, manufacturing,… more
- Eclaro (Canton, MA)
- …Consultant Job Number: 24-02920 Ready for a rewarding opportunity in the Financial Services Industry? ECLARO is looking for a Crisis Management Consultant for ... on all technology platforms and business needs. Communicate with the most senior level executives to ensure the Crisis Management program requirements are complete… more
- CGI Technologies and Solutions, Inc. (Chantilly, VA)
- **Strategic Financial Planner TS/SCI with Poly REQUIRED** **Category:** Finance **Main location:** United States, Virginia, Chantilly **Position ID:** J1223-1138 ... Full Time **Position Description:** CGI Federal is looking for a Senior expert in financial planning, advice and guidance related to all facets of resource… more
- HP Inc. (Vancouver, WA)
- …the world. The Office Volume Financial Business Planner manages the financial analysis for the organization and informs senior leaders about the business ... actions. * **Stakeholder Collaboration** : Work closely with department heads and senior management to provide financial guidance and support business… more
- UMB Bank (Denver, CO)
- …high value family client segments as a client-facing Wealth Planner + Senior mentor for other financial planners on the team; regularly provides guidance ... Individual contributor, experienced Area of Responsibility and Purview: Deliver financial planning services to Private Wealth Management clients Role...and feedback on financial planning best practices + Point of escalation within… more
- Citigroup (New York, NY)
- …professionals with deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive banking, investing, wealth ... benefit, or financing, we aim to be your comprehensive financial partner. The Financial Planning Principal is...required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides… more
- Dignity Health (Chandler, AZ)
- …financial reports and software to management team. + Consolidates and interprets financial information for Senior Management. + Ensures integrity and accuracy ... to accumulate, store, process, and report data. + Consolidates and interprets financial information for Senior Management. Including MOR packet preparation and… more
- Edward Jones (Phoenix, AZ)
- …is responsible for leveraging the extensive resources of our home office to support our senior planner and financial advisors in serving HNW clients with ... identify solutions to keep them on-track. **What you'll do:** + Partner with the Senior Planner , Financial Advisor, and high net worth team to deliver an… more
- Principal Financial Group (Des Moines, IA)
- …firm standards for registration within applicable jurisdictions. + CFP(R) (Certified Financial Planner ), ChFC(R) (Chartered Financial Consultant), CLU(R) ... **What You'll Do** As a Sr . Associate Business Management - Financial Planning, support key process improvement and growth initiatives within Financial … more
- Deloitte (Boston, MA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... to global tax transparency? Would you like to understand financial services and products across an array of industries...(Federal tax) practice! What you'll do As a Tax Senior Manager within the Global Information Reporting practice, you… more
- Deloitte (Mclean, VA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...have the career for you! What You'll Do Tax senior managers identify complex tax issues and provide tax… more
- Deloitte (Boston, MA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter...career for you! What you'll do As a Tax Senior Manager, you will draw on experience in accounting… more
- Principal Financial Group (Elkhorn, NE)
- …able to develop and maintain community relations. + Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) ... **What You'll Do** This role leads and consults with financial professionals to help them build their skills and...with Principal Securities, Inc.'s RIA + Refer to Principal Financial Network Licensing/Exam Policy for the time frame allowed… more
- Bank of America (Lake Oswego, OR)
- Senior Financial Solutions Advisor -Northwest Region Vancouver, Washington;Shoreline, Washington; Redmond, Washington; Puyallup, Washington; Seattle, Washington; ... and Merrill. + Achieve additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)… more
- CIBC (Dundas, MN)
- …comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll expertly deliver ... Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of hire. + **You're a… more
- M&T Bank (York, PA)
- … Financial Planning, Managed Accounts or insurance experience CFP (Certified Financial Planner ), CLU (Chartered Life Underwriter) and/or ChFC (Chartered ... **Overview:** Provides advice-based approach to financial solutions for an assigned book of business....Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and… more
- Deloitte (San Francisco, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... to global tax transparency? Would you like to understand financial services and products across an array of industries...(Federal tax) practice! What You'll Do As a Tax Senior Consultant within the Global Information Reporting practice, you… more
- Deloitte (Hartford, CT)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter...career for you! What you'll do As a Tax Senior you will work within an engagement team and… more
- Deloitte (Columbus, OH)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Hartford, CT)
- …Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of ... Deloitte's Business Tax Services practice! What You'll Do As a Tax Senior within the Financial Services arm of our Business Tax Services group, you will provide… more
