- The Cigna Group (Newton, MA)
- **Summary** The Client & Health Plan Trend Analytics Product organization within the Sales & Provider Analytics organization is entrusted with key business ... delivery with our partners in the Data & Analytics Engineering organization. The Business Analyst (BA) role is customer-focused, working as part of the Business… more
- HUB International (Wilmington, MA)
- …and Puerto Rico. We currently have an opportunity for a **Commercial Insurance Client Advisor - Management Liability Insurance (Potential for Hybrid Work** ). ... inherent in their business and develop a strategy which best places client 's business /risk/exposures in the marketplace. In concert with Producer / Account… more
- M&T Bank (Boston, MA)
- …the financial planning process. Prioritize short term and long term needs of the client based on the analysis . + Responsible for leading the development of ... the retention and expansion of an assigned book of business . Consults and coordinates on the delivery of solutions...of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible… more
- Deloitte (Boston, MA)
- …Revenue optimization, market research, data analysis , pricing, and strategy. + Build client relationships and be a trusted strategic advisor on how to price ... As an experienced Project Delivery Specialist II - Pricing Advisor you will have the ability to share new...that clients can understand and apply + Understand the client 's strategy and goals, dissect previous store performance, synthesize… more
- M&T Bank (Danvers, MA)
- **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 ... solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners,… more
- Bank of America (Newton, MA)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... Financial Solutions Advisor - Consumer Investments - Boston West Market...* Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written… more
- Santander US (Chelmsford, MA)
- …long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products To perform this job ... Financial Advisor , Chelmsford, MA/Nashua, NH Area Chelmsford, United States...intelligence, generates leads, and develops proposals/campaigns to garner new business , ensuring a consistent flow of new revenues to… more
- Cardinal Health (Boston, MA)
- …+ Managing the execution of a wide variety of price realization initiatives and ad-hoc analysis as needed to support business opportunities. + Data analysis ... **_Job Summary_** Reporting to the Manager, Revenue Management, the Advisor , Pricing Strategy will be accountable for developing, communicating, and leading the… more
- WTW (Boston, MA)
- …a key strategic financial advisor to the North America EX and W&R business leaders in the financial management of the geography by driving appropriate areas of ... " client service" focus and culture while driving relentless pursuit of business performance optimization through thoughtful reporting and analysis for the… more
- Deloitte (Boston, MA)
- …review of prospective client debt holdings, development of marketing decks, and analysis of industry public filings. + Working within a team and supporting and ... Interested in taking your tax and business experience to a whole new level? Want...of our fast-growing, unique service offerings is our Tax Analysis & Information Reporting for Debt Investments (TARDI) practice.… more
- Deloitte (Boston, MA)
- …code! Work you'll do As a Tax Senior Manager in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will provide tax consulting and compliance services ... to a diverse client base in various industry sectors. You will work...complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.… more
- Deloitte (Boston, MA)
- …identification of innovative technologies and process to drive value and efficiency through our client engagements. + Research and analysis of a wide range of ... do: As a Tax Senior in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will be responsible...delivery of tax advisory and consulting services to the client . + Day-to-day interaction with engagement teams, both domestically… more
- Deloitte (Boston, MA)
- …activities in support of team or client initiatives The successful Business Solution Advisor will demonstrate the following attributes: + Independent thinker ... Business Solution Analyst in Controllership - Deloitte Advisory...Asset and/or Funds monthly/quarterly financial statement, GAAP adjustments, variance analysis , Asset and Debt appraisals + Advance your technical… more
- Broadridge Financial Solutions (Boston, MA)
- …You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and translate business objectives ... into use cases to achieve clients' digital transformation strategies. The Sr. Business Analyst plays a critical role in supporting the business team by handling… more
- Deloitte (Boston, MA)
- …matter experts and industry specialists provide services and solutions relevant to our client 's business . Our team will assist with global tax challenges and ... complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates....department to create greater impact and efficiency within our client 's organization. Our spectrum of business tax… more
- Morgan Stanley (Norwell, MA)
- …Director of Marketing & Communication is a senior level position on a Financial Advisor / Private Wealth Advisor team. This industry professional plays a vital ... role in supporting the team's growth and overall business development goals through various branding, advertising, and marketing...integrated marketing plan and digital strategy for the Financial Advisor / Private Wealth Advisor team. This… more
- Deloitte (Boston, MA)
- …needs and cross sell among various lines of service. + Acting as a trusted business advisor to clients on a variety of issues including federal tax planning, ... industry specialists provide services and solutions relevant to our client 's business . Our team will assist with...years' experience in federal tax compliance, tax planning, tax analysis , and tax research + Experience with accounting for… more
- Deloitte (Boston, MA)
- …"Yes" to any of these questions, you should consider a career in Deloitte's Business Tax Services Tax-Exempt practice! What You'll Do As a Tax Manager within the ... including restructuring, acquisition planning, tax controversy, philanthropic tax planning, unrelated business tax consulting and more. You will work directly with… more
- Deloitte (Boston, MA)
- …responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax and ... Management Institute-ACP) + Certified Change Management Professional (CCMP) + Certified Business Analysis Professional (CBAP) + Procurement/Legal Procurement or… more
- Bank of America (Westborough, MA)
- …in a suitable and controlled way **Skills:** + Business Development + Client Investments Management + Portfolio Analysis + Portfolio Management + Wealth ... Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions....Planning + Causation Analysis + Client Management + Data Visualization… more