- Cardinal Health (Phoenix, AZ)
- **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
- JPMorgan Chase (Tempe, AZ)
- … Advisor , focusing on client relationship management and strategic financial planning . + **Enhance Investment Knowledge:** Deepen your expertise in ... Fellowship Program - Consumer & Community Banking (CCB) - Financial Advisor Development Track (FADT) Tempe, AZ...Learn about our remote advice channel, which delivers comprehensive financial planning and advice through video meetings,… more
- PNC (Sun City West, AZ)
- …helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf ... position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis , Customer Engagement, Financial Analysis , Financial… more
- Bank of America (Oro Valley, AZ)
- Financial Solutions Advisor - Consumer Investments Sierra Vista, Arizona;Oro Valley, Arizona; Tucson, Arizona; Tucson, Arizona **Job Description:** Please Note ... met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- BMO Financial Group (Scottsdale, AZ)
- …performance targets for new asset sales, joint appointments, fee-based sales, and financial planning . + Implements business development strategies to acquire new ... Provides financial and investment planning and advice...sequence for execution of business/group strategy. + Conducts independent analysis and assessment to resolve strategic issues. + Coordinates… more
- Cardinal Health (Phoenix, AZ)
- …investors, and others, as it relates to ESG topics.** **_Role Summary_** **The Advisor in this role will be responsible for maintaining and improving existing ESG ... social and governance (ESG) data and disclosures across the enterprise. The advisor will support all aspects of data collection, aggregation, validation, gap … more
- The Cigna Group (Scottsdale, AZ)
- …many or all of the following: product knowledge, underwriting, risk and financial analysis skills, marketing processes, sales practices, account management and ... The Public Sector (G&E) Business Development Senior Advisor is responsible for influencing key decisions and taking actions that result in public sector membership… more
- USAA (Phoenix, AZ)
- …that really matters. At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all ... us so special! **The Opportunity** As a dedicated Advocacy Advisor II, within defined guidelines and framework, you will...2 years of relevant customer service experience in a financial services, fraud, or insurance industry. + 2 years… more
- USAA (Phoenix, AZ)
- …that really matters. At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all ... us so special! **The Opportunity** As a dedicated Advocacy Advisor Senior, you will provide timely, accurate and compliant...6 years of relevant customer service experience in a financial services, fraud, or insurance industry. + 6 years… more
- USAA (Phoenix, AZ)
- …that really matters. At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all ... us so special! **The Opportunity** As a dedicated Ethics Advisor Senior, you will provide leadership on USAA Ethics...and Tableau skills with an ability to create robust analysis through the ingestion of data from various disparate… more
- The Cigna Group (Scottsdale, AZ)
- …Clinical, Local Market, other Network Analytics, etc. **Qualifications:** + 2+ years of financial analysis and planning experience with demonstrated ability ... customers that help reduce health costs, improve outcomes, provide financial security and measure/forecast business performance. The National Affordability...to perform financial analysis at macro and micro levels + Proficiency with… more
- Nuvei (Scottsdale, AZ)
- …business development, and partnerships. Duties and Responsibilities: + Leads the enterprise strategic planning process. + Serve as a trusted advisor on strategic ... with external consultants and industry experts for the purposes of strategic analysis and development. A successful leader will proactively provide strategic council… more
- Edward Jones (Scottsdale, AZ)
- … planning expert in partnership with the senior planner and financial advisor to uncover, understand, and articulate tax planning needs + Partner with ... to implement tax planning strategies for clients. Setting expectations with tax planning /legal service provider, client, financial advisor , and High Net… more
- WTW (Tempe, AZ)
- …institutions, vendors, and regulatory agencies around the world. This role resides in our Financial Planning & Analysis (FP&A) Practice within Finance and ... NA business leadership team. + Act as a strategic financial advisor to the Finance Director in...+ 10+ years of progressively demonstrated experience in budgeting, planning and financial analysis , and… more
- Guardian Life (Phoenix, AZ)
- …strategy proposals, communicate investment product objectives, portfolio strategies, basic financial planning concepts and investment knowledge. + Provide ... 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
- MUFG (Tempe, AZ)
- …clients requirements to functional documentation; participate in technical designs and test planning . + Participate in the review, analysis and documentation of ... heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across… more
- Celestica (Tucson, AZ)
- …financial and operational metrics. + Completes special projects involving the analysis of financial information related to inventory, costs, profit ... project leader and coordinator for the development of the financial plans / forecasts for a business group or...practices. + Works on problems of moderate scope where analysis of situations or data requires a review of… more
- Deloitte (Tempe, AZ)
- …- 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 (Tempe, AZ)
- …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
- MUFG (Tempe, AZ)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and… more