- Cardinal Health (Hartford, CT)
- **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 (Hartford, CT)
- **_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 (Hartford, CT)
- **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
- TD Bank (Manchester, CT)
- …can provide you more specific details for this role. **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for ... financial advisors or planners who will be providing financial planning guidance & selling investment management...which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,… more
- Bank of America (Southbury, CT)
- Financial Solutions Advisor - Consumer Investments - Southern CT. Market Newtown, Connecticut;Southbury, Connecticut; Old Saybrook, Connecticut; Westport, ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- M&T Bank (West Hartford, CT)
- …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
- Evolent Health (Hartford, CT)
- …more connected care journey. We are hiring for a Senior Practice Performance Advisor to join our Provider Solutions/Relations Team. The Senior Practice Performance ... Advisor will partner with our local providers and act...timely and satisfactory resolution on behalf of providers Market Planning and Initiative Deployment + Collaborate with Partner Ops/Account… more
- Deloitte (Hartford, CT)
- …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
- The Salvation Army (Hartford, CT)
- …lawyers, financial planners, and other professional advisors with gift planning and additional specific financial information. + Implement donor and ... Overview Location: Divisional Headquarters, Advancement Department, Gift Planning Office (Hartford, CT) Status: Non-exempt, Full-time Hours Per Week: 35 Schedule:… more
- Deloitte (Hartford, CT)
- …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 (Hartford, CT)
- …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
- The Cigna Group (Bloomfield, CT)
- …priorities and growth strategies in areas like corporate strategy & development, financial planning & analysis , healthcare pricing, treasury/capital ... The Financial Leadership Development Program (FLDP) is one of...Development Program associate. + Act as a key trusted advisor and have a direct, quantitative impact on business… more
- Wesleyan University (Middletown, CT)
- …Director will collaborate with key individuals across campus involved in data analysis for their individual divisions including admission, financial aid, ... the University's short- and long-term decision-making regarding policy, strategic planning , and resource allocations. The Office of Institutional Research conducts… more
- Morgan Stanley (West Hartford, CT)
- …opportunities * Supports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of appropriate strategies ... opportunities identified during client visits * Engages in strategic planning with other team members on client matters *...the Complex Business Development Manager * Partners with the Financial Advisor / Private Wealth Advisor… more
- Bob's Discount Furniture (Manchester, CT)
- …Life Insurance, with the option to add Voluntary Life Insurance as well! + Financial Planning , Voluntary Legal Benefits and Wellness Plans + We already offer ... business model. This role will act as a trusted advisor to the Merchandising team to drive the strategy...team to drive the strategy and vision for assortment planning , product distortions, cost, pricing modeling and store or… more
- CVS Health (Hartford, CT)
- …a dynamic team with Finance for a Fortune 4 company! Join the Pharmacy Segment Financial Planning and Analysis team and help support the transformation of ... for our operations teams. You will be a consultative advisor to executive business leaders through analyses that support...Qualifications** + 5 or more years of experience in financial planning and analysis , consulting,… more
- Deloitte (Hartford, CT)
- …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...across large teams The team and the role The Financial Planning & Analysis (FP&A)… more
- The Hartford (Hartford, CT)
- AVP Fin Analysis Rptg - FF05AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working ... priorities and projects; defining, managing, and driving the monthly/quarterly/annual financial accounting close and reporting process for various areas; ensuring… more
- Deloitte (Hartford, CT)
- …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
- Deloitte (Hartford, CT)
- …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