- Cardinal Health (Annapolis, MD)
- **_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 (Annapolis, MD)
- **_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
- Washington Suburban Sanitary Commission (WSSC) (Laurel, MD)
- …research findings and make recommendations * Knowledge of current best practices in financial planning , research and analysis * Strong organizational, ... * 7+ years experience in corporate or government budgeting, accounting, and/or financial analysis Additional Requirements Completion of the WSSC Water … more
- M&T Bank (Annapolis, MD)
- …(LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning , Managed Accounts, or insurance experience CFP ... Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing… more
- Bank of America (Baltimore, MD)
- Financial Solutions Advisor - Consumer Investments - Chesapeake Market Columbia, Maryland;Lutherville, Maryland; Catonsville, Maryland; Baltimore, Maryland **Job ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Prime Therapeutics (Annapolis, MD)
- …It fuels our passion and drives every decision we make. **Job Posting Title** Director Financial Planning & Analysis - Remote **Job Description** Purpose The ... leadership and Finance. This position acts as a key financial advisor to senior leaders, and is...senior leaders, and is also responsible for ensuring the Financial Planning & Analysis team… more
- Humana (Annapolis, MD)
- …of similar projects. + Experience conducting industry, market, competitor, and financial analysis and identify insights. **Additional Information** + ... first** Humana Healthy Horizons in Virginia is seeking a Strategy Advancement Advisor (FIDE SNP) who will provide data-based strategic direction to identify and… more
- Sumitomo Pharma (Annapolis, MD)
- …Expense and overall P&L management. **Job Duties and Responsibilities** + Serve as a key financial advisor to areas of the G&A Organization, as it relates to ... serve as a key support to the global annual planning processes and as a key business partner to...variances to various Stakeholders + Ad hoc reporting and analysis + Maintain and Improve financial reporting… more
- M&T Bank (Baltimore, MD)
- …current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of ... the client based on the analysis . + Responsible for leading the development of sales...client base .Promote and sell the full array of financial services distributed by the Company to current and… more
- Deloitte (Baltimore, MD)
- …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 (Baltimore, MD)
- …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 (Eldersburg, MD)
- … financial planning analysis . Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... software products. 7. Previous experience using financial planning software; demonstrated ability to deliver advisor ... planning software; demonstrated ability to deliver advisor led financial planning that… more
- Bank of America (Towson, MD)
- …+ Client Solutions Advisory + Financial Analysis + Financial Forecasting and Modeling + Wealth Planning **Minimum Education Requirement:** High ... across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment...equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)… more
- Morgan Stanley (Baltimore, MD)
- …you have an interest or familiarity with anyone of the following: Product Control, Financial Planning & Analysis (FP&A), Management Reporting, Balance Sheet ... *Company Profile* Morgan Stanley is a leading global financial services firm providing a wide range of...outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior… more
- Ryder System (Annapolis, MD)
- …Support functions for a major field operation, including Inventory Management and Control Financial Analysis and Planning , Financial Reporting, Accounts ... results to Rated (contract), Plan and/or Forecast3. Act as Financial Advisor to General Managers and teams...Managing Finance and Accounting (including Inventory Management and Control, Financial Analysis and Planning , … more
- Morgan Stanley (Baltimore, MD)
- … reports for public filings and regulators. For internal reporting Finance, along with Financial Planning and Analysis (FPA), summarizes, plans and forecasts ... Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of...been heightened focus and demand for timely and insightful analysis and planning for Wealth Management Finance… more
- Deloitte (Baltimore, MD)
- …place for you! Join our team of experienced financial professionals who support financial planning and analysis for Strategic Analytics in a fast-paced ... for an exciting opportunity to be a strategic business advisor to executive leaders? If so, Deloitte could be...ends on 07/07 The team and the role The Financial Planning & Analysis (FP&A)… more
- Robert Half Finance & Accounting (Bowie, MD)
- …+ Coordinate with various departments to gather budgetary requirements and ensure comprehensive financial planning . Financial Analysis and Reporting: + ... is a senior leadership position responsible for overseeing the financial planning , budgeting, and resource allocation processes...Conduct detailed financial analysis to inform decision-making and optimize resource allocation. +… more
- L3Harris (Millersville, MD)
- …of Finance, Underseas Systems Division. The Senior Manager of Finance will provide financial planning , pricing, program financial management and overhead ... site and will serve as a strategic partner and advisor to the leadership team. This position will report...control services through a professional staff to analyze financial results, assess resource requirements, forecast planning … more
- Morgan Stanley (Baltimore, MD)
- …5 or more years of relevant working experience in building or reviewing financial planning , portfolio management and derivative pricing models The follow ... are a plus: * Team management/leadership experience * Hands-on experience of financial planning , portfolio management and derivative pricing models * Hands-on… more