- 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 (Phoenix, AZ)
- Financial Solutions Advisor - Consumer Investments Litchfield Park, Arizona;Phoenix, Arizona; Surprise, Arizona **Job Description:** Please note that this ... met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- BMO Financial Group (Phoenix, 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
- 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 ... so special! As a dedicated Business Risk and Controls Advisor Lead for the Bank, you will promote risk-awareness...solutions. + Responsible for first line of defense data analysis , report preparation and trend analysis , applying… 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. + 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 (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
- USAA (Phoenix, AZ)
- …to improve the impact of the final data visualization product (dashboard, report, insight, and/or analysis ) + Act as a trusted data advisor to the end-user in ... 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… 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
- WSP USA (Tempe, AZ)
- …technical assistance and guidance for multi-site/phase project investigation, remediation, analysis , improvement, planning , engineering, design, and operation of ... permit applications, construction, compliance documentation, and regulatory and technical analysis memos. + Verify the characteristics of a site, providing… more
- WSP USA (Tempe, AZ)
- …and leadership for traffic engineering projects including design, operational analysis , and safety. Responsibilities include capacity analyses, reviewing permitting, ... review, signal system design, monitoring and control, and operations analysis to ensure roadways are designed in a safe...with developers, builders, and community stakeholders as a "trusted advisor " to determine the impact that a new structure,… more
- Deloitte (Tempe, AZ)
- …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
- 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 ... With a vision to be the world's most trusted financial group, it's part of our culture to put...of multiple stakeholders or making sound decisions using data, analysis , past experience, and a risk mindset, you will… more
- Public Consulting Group (Phoenix, AZ)
- …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 (Tempe, AZ)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.… more
- Deloitte (Tempe, AZ)
- …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