- Creative Financial Staffing (Boston, MA)
- …current footprint. The Controller will be expected to provide business and operational analysis , strategic insight, and tactical financial support to be an ... An international Fitness and Sports Event company has exclusively retained Creative Financial Staffing to identify a Controller ready to take the next step and join… more
- TD Bank (Marlborough, MA)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (FA) role is designed for motivated and ambitious ... a successful track record of selling investments and providing financial planning . You will leverage this experience...which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,… more
- M&T Bank (Danvers, MA)
- …(LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning , Managed Accounts or insurance experience CFP ... **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of… more
- Bank of America (Chelmsford, MA)
- Financial Solutions Advisor - Consumer Investments - Northern MA Market Peabody, Massachusetts;Winchester, Massachusetts; Chelmsford, Massachusetts **Job ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Santander US (Chelmsford, MA)
- Financial Advisor , Chelmsford, MA/Nashua, NH Area Chelmsford, United States of America + Achieve and exceed both individual and branch related sales and revenue ... by both excellent verbal and written communication + Superior knowledge of financial analysis , risk evaluation, loan documentation. + Motivating, developing, and… more
- Sumitomo Pharma (Boston, MA)
- …dynamic, highly motivated, and experienced individual for the position of **Senior Manager, Financial Planning & Analysis ,** supporting our Technology and ... this job. **Job Duties and Responsibilities** + Serve as financial advisor to the T&Q organization, including...or pharmaceutical industry + Experience should include budgeting, forecasting, planning and analysis for a global organization.… more
- ThermoFisher Scientific (Waltham, MA)
- …Strategy and Operations) teams, acting as a strategic advisor related to financial planning and analysis , analytics, insight generation, and the digital ... Impact! In this highly collaborative and visible position, you will own the financial and operational elements of our Digital Platforms and Engineering P&L and play… more
- Noblis (Boston, MA)
- …history, Noblis is excited to partner with ARPA-H. The Senior Science & Technology Advisor will be responsible for and not limited to: + Assisting ARPA-H Program ... Managers in planning and developing high-risk, high-reward biomedical engineering R&D projects that have the potential to transform human health. + Evaluating the… more
- The MITRE Corporation (Bedford, MA)
- …Partner Support, Treasury and Investments, Accounting and Financial Reporting, Financial Planning & Analysis , Business Analytics, Strategic Finance ... + Analyze and diagnose business drivers and variances to budget using various financial systems + Prepare and maintain direct and indirect budgets at various… more
- Cardinal Health (Boston, MA)
- …and optimizes supplier relationships and product portfolio to drive financial results, increase market share and exceed customer expectations. **_Accountabilities ... with cross- functional stakeholders including Marketing, Legal, Quality, Regulatory, Planning , Inventory Management, Finance, Sales and Operations to gain internal… more
- Deloitte (Boston, MA)
- …Enrolled Agent + Alternative Certification: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST ... do: As a Tax Senior in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will be responsible...and state deferred tax balances. Computing tax depreciation for financial forecasts, tax provision, long-range planning , and… more
- Prime Therapeutics (Boston, MA)
- … advisor to senior leaders and is also responsible for ensuring the Financial Planning & Analysis team is providing relevant, insightful financial ... to investigate and analyze key business issues; provide comprehensive and relevant financial analysis + Conduct performance reviews, quarterly check-ins and… more
- Deloitte (Boston, MA)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This...developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation -… more
- Deloitte (Boston, MA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... As a Tax Senior Manager in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will provide tax...state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning , and… more
- Harvard University (Cambridge, MA)
- …Suite, advanced Excel, and PowerPoint skills + Advanced knowledge of budget management, financial analysis , and financial modeling; working knowledge of ... systems and data query tools + Must have excellent financial planning , analytical and project management skills... and operational policies and Act as Central Administration advisor and vocal contributor in University policy and operational… more
- Staples (Framingham, MA)
- …in Finance, Accounting, Economics, or related field. + 2+ years of experience in financial planning & analysis (FP&A), corporate finance, investment banking, ... guidance. Our team serves as a true partner and advisor to all our business leaders; working with them...automation tools (Alteryx, Snowflake, Power Query). + Experience with financial modeling and data analysis . + Excellent… more
- The MITRE Corporation (Bedford, MA)
- …us. MITRE's Finance organization is seeking a Business Partner (BP) to serve as a financial advisor for the Air & Space Forces (A&SF) organization. As a Finance ... you will serve as the primary source of day-to-day financial management and business decision support, playing a key...Partner should work with the customer to drive long-term planning , working with the business to understand its objectives… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any...complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates… more
- Deloitte (Boston, MA)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.… more
- Truist (Boston, MA)
- …(ie, using life insurance as a retirement supplement and asset leveraging concepts) to financial advisor . 8. Communicate in writing or over the phone in a ... life insurance as a retirement supplement and asset leveraging concepts) to a financial advisor ) 16. Ability to develop complete understanding of the… more
