- Cardinal Health (St. Paul, MN)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance… more
- Cardinal Health (St. Paul, MN)
- …report inconsistencies with forecasts and actual sales. + Apply regression analysis , seasonality indices, and exception-based planning principles to forecasts. ... **_What Supply Chain Planning contributes to Cardinal Health_** Supply Chain ...supply chain as a competitive advantage. **_Job Summary_** The Advisor , Demand Planner, role supports the Cardinal Health medical… more
- Thrivent Financial (White Bear Lake, MN)
- … financial planning software such as MoneyGuidePro along with other analysis software tools (Morningstar Advisor Workstation, Tax What If, Social Security ... The Wellspring Advisor Group is an independent financial ...movement transactions, assisting in data gathering and supporting the financial planning /advice service, invoicing, client relations, identifying… more
- BMO Financial Group (Minneapolis, MN)
- …Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis , development of high value wealth plans ... Provides wealth planning (advanced financial planning )...relationship development are met. + Acts as a trusted advisor to assigned business/group. + Assists in the development… more
- Medtronic (Minneapolis, MN)
- …of experience in portfolio management, portfolio performance analytics, resource planning /utilization, financial analysis /budgeting in collaboration with ... portfolio. The Engineering Program Director must have expertise in program planning , financial planning , portfolio management, Portfolio governance… more
- Guardian Life (St. Paul, MN)
- …strategy proposals, communicate investment product objectives, portfolio strategies, basic financial planning concepts and investment knowledge. + Manage ... to enable Field Representatives to serve as The Trusted Advisor to their clients. Through continued growth and creation...in addition to providing large case support, FR book analysis and segmentation assistance (to help FRs identify and… more
- Deloitte (Minneapolis, MN)
- …- Oracle FCCS & ARCS Focused Manager Finance & Performance - Unlocking financial performance and enterprise value We work as trusted advisors to CFO's, COO's, ... and tools with innovative approaches + Evaluate and validate analysis and developing recommendations for the client in the...Our Finance & Performance team works as a trusted advisor to CFOs, COOs, CIOs, and key executives. We… more
- Deloitte (Minneapolis, MN)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... providing tax compliance and consulting services including restructuring, acquisition planning , tax controversy, philanthropic tax planning , unrelated business… more
- Broadridge Financial Solutions (St. Paul, MN)
- …clients in person from time to time. You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and ... role, and consultation related to best practices, scalability, and advisor site outputs. This role ensures what we deliver...Solutions Analysts, and Project Managers on the technical solution planning and delivery + Participate in IT meetings as… more
- Deloitte (Minneapolis, MN)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- Ramsey County (St. Paul, MN)
- …carried out by staff engaged in the maintenance of the accounting systems; to perform financial planning and analysis ; to design and prepare specialized ... + Determine the manner of presentation, method and content of yearly financial statements, contribute to department annual reports, and special financial … more
- Public Consulting Group (St. Paul, MN)
- …enhance the lives of their user base. Services: + Strategy, Architecture, Planning , and Procurement + Business Enablement + Business Solutions + Project Assurance ... meet client needs. The Director is responsible for ensuring the team meets financial and organizational targets while building the strong team necessary to navigate… more
- Deloitte (Minneapolis, MN)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.… more
- Deloitte (Minneapolis, MN)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... controversy. + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates using state of… more
- BMO Financial Group (Minneapolis, MN)
- …or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... competitors, client needs and business growth opportunities. + Conducts independent analysis and assessment to resolve strategic issues. + Develops the business… more
- Deloitte (Minneapolis, MN)
- …finance, or related field. + 8+ years' experience in federal tax compliance, tax planning , tax analysis , and tax research + One of the following active ... lines of service. + Acting as a trusted business advisor to clients on a variety of issues including...clients on a variety of issues including federal tax planning , accounting for income taxes, FTA (periods, methods &… more
- Polaris Industries (Medina, MN)
- …/ market share targets through long term goal alignment, low funnel demand / inventory / retail planning . The goal for the DDM is to be a trusted advisor and #1 ... goal with your dealer network + Consistent review / analysis of district and dealer KPI's, specifically for low...by offering a holistic approach to their health and financial wellbeing. Polaris is proud to offer competitive compensation,… more
- Deloitte (Minneapolis, MN)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- Deloitte (Minneapolis, MN)
- …Expertise in complex data analysis (specifically as it relates to financial planning ) + Demonstrated knowledge of a formal system implementation methodology; ... Our Finance & Performance team serves as a trusted advisor to CFOs, COOs, CIOs, and key executives. We...building, and maintaining Anaplan models and modules to support financial planning , budgeting, forecasting and reporting strategy… more
- Fairview Health Services (St. Paul, MN)
- …Transformation Office, we advance strategic priorities to support Fairview's goals, financial health, and long-term viability. As a high-performing, innovative team ... operational teams to facilitate cross-functional collaboration, resource distribution, strategic planning , and execution. By leveraging the Fairview operating system,… more