- M&T Bank (Danvers, MA)
- …(LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning , Managed Accounts or insurance experience CFP ... **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of… more
- Bank of America (Chelmsford, MA)
- Financial Solutions Advisor - Consumer Investments - Northern MA Market Peabody, Massachusetts;Winchester, Massachusetts; Chelmsford, Massachusetts **Job ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- WTW (Boston, MA)
- …institutions, vendors, and regulatory agencies around the world. This role resides in our Financial Planning & Analysis (FP&A) Practice within Health Wealth ... identified. **The Role** + Act as a key strategic financial advisor to the North America EX...Services is preferable. + 5+ years related experience in financial analysis , accounting, or business operations … more
- Santander US (Chelmsford, MA)
- Financial Advisor , Chelmsford, MA/Nashua, NH Area Chelmsford, United States of America + Achieve and exceed both individual and branch related sales and revenue ... by both excellent verbal and written communication + Superior knowledge of financial analysis , risk evaluation, loan documentation. + Motivating, developing, and… more
- Robert Half Finance & Accounting (Leominster, MA)
- Description We are in search of a Financial Planning & Analysis Manager to join our team in Leominster, Massachusetts. The successful candidate will play a ... insights to the executive team. * Serve as an advisor and partner across various functions to drive operational..., and Forecasting to drive the success of our financial planning and analysis functions.… more
- Sumitomo Pharma (Boston, MA)
- …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
- Sumitomo Pharma (Boston, MA)
- …Expense and overall P&L management. **Job Duties and Responsibilities** + Serve as financial advisor to the T&Q organization, including VPs in Manufacturing, ... product allocations. + Build Collaborative working relationships with partners in financial operations, costing, FP&A, R&D, and Accounting. + Develop deep… more
- The Cigna Group (Newton, MA)
- …which Cigna's CAC reporting, analytics and payments operates. The Business Analytics Advisor will work collaboratively within an innovative team to ensure the ... data sets + Exercise considerable creativity, foresight, and judgment in conceiving, planning , and delivering initiatives + Partner with Data and Analytics peers on… more
- Deloitte (Boston, MA)
- …Enrolled Agent + Alternative Certification: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST ... do: As a Tax Senior in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will be responsible...and state deferred tax balances. Computing tax depreciation for financial forecasts, tax provision, long-range planning , and… more
- Deloitte (Boston, MA)
- …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
- Deloitte (Boston, MA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... As a Tax Senior Manager in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will provide tax...state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning , and… more
- Harvard University (Cambridge, MA)
- …is performed in an office environment. Position Description: Reporting to the Director of Financial Planning and Analysis , the Senior Financial Analyst ... to the core duties, responsibilities include: + Supports school-wide financial planning efforts, budget analysis ,...leadership and broader SEAS community as a thought-partner and advisor . + Conduct complex financial analysis… more
- Staples (Framingham, MA)
- …in Finance, Accounting, Economics, or related field. + 2+ years of experience in financial planning & analysis (FP&A), corporate finance, investment banking, ... guidance. Our team serves as a true partner and advisor to all our business leaders; working with them...automation tools (Alteryx, Snowflake, Power Query). + Experience with financial modeling and data analysis . + Excellent… more
- The MITRE Corporation (Bedford, MA)
- …us. MITRE's Finance organization is seeking a Business Partner (BP) to serve as a financial advisor for the Air & Space Forces (A&SF) organization. As a Finance ... you will serve as the primary source of day-to-day financial management and business decision support, playing a key...Partner should work with the customer to drive long-term planning , working with the business to understand its objectives… more
- Deloitte (Boston, MA)
- …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 (Boston, MA)
- …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 (Boston, MA)
- …(ie, using life insurance as a retirement supplement and asset leveraging concepts) to financial advisor . 8. Communicate in writing or over the phone in a ... life insurance as a retirement supplement and asset leveraging concepts) to a financial advisor ) 16. Ability to develop complete understanding of the… more
- Guardian Life (Boston, MA)
- …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
- Ryder System (Boston, MA)
- …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
- State of Massachusetts (Boston, MA)
- …design-build Requests for Proposals, proposal evaluations, selected contractor recommendations, financial analysis , and contract reviews. The DCAMM Energy ... $2 billion in capital programs and projects, is responsible for capital planning , project delivery, property management, and real estate services for the… more