- 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
- Santander US (West Hartford, CT)
- Financial Advisor - Centralized, West Hartford, CT West Hartford, United States of America The Financial Advisor - Centralized is responsible for ... to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a...excellent verbal and written communication. + Superior knowledge of financial analysis , risk evaluation, loan documentation +… more
- TD Bank (Manchester, CT)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... 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 (Branford, CT)
- Financial Solutions Advisor - Consumer Investments - Southeast CT. Market Branford, Connecticut;Westerly, Rhode Island; Wallingford, Connecticut; North Haven, ... 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
- The Cigna Group (Bloomfield, CT)
- … experience within a Managed Healthcare experience environment required** + **4+ years Financial Analysis experience in Managed Care required** + **Ability to ... with Contracting, Sales, Network Analytics (Medical Economics), Pricing, Underwriting, Financial Analysis , Competitive Intelligence, COB and Project Management… more
- The Cigna Group (Bloomfield, CT)
- …Clinical, Local Market, other Network Analytics, etc. **Qualifications** + 5+ years of financial analysis and planning experience with demonstrated ability ... customers that help reduce health costs, improve outcomes, provide financial security and measure/forecast business performance. The National Affordability...to perform financial analysis at macro and micro levels + Proficiency with… more
- The Hartford (Hartford, CT)
- … Analysis and Reporting (the Director) will join the high-performing Small Business Financial Planning and Analysis team. The Director will be a ... financial advisor to business leaders, delivering comprehensive financial insights and analysis . Facilitate decision-making by conducting thorough… more
- GE Aerospace (Norwalk, CT)
- …learning, development, and career growth opportunities. Senior leader with ownership of planning , analysis , and internal / external income statement reporting ... **Job Description** **Role Summary** Senior leader with ownership of planning , analysis , and internal / external income...and target setting + Prepare summary LRF and budget analysis + Maintain rolling Corporate financial model… more
- Deloitte (Stamford, CT)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... federal and state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning , and cash-tax planning… 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: Full-time Hours Per Week: 35 Schedule: Mon-Fri; 9:00… 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
- 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
- Bank of America (Fairfield, CT)
- …+ 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
- Nuvance Health (Danbury, CT)
- …will support the pursuit of excellence in care coordination, discharge planning , resource stewardship, and regulatory compliance, ultimately contributing to improved ... *Essential Responsibilities * * *Strategic Leadership & Vision:* * *Strategic Planning :* Develop and implement a comprehensive, patient-centric vision and strategy… more
- Ryder System (Hartford, CT)
- …range of financial management functions across various operations, providing key financial analysis , planning , and reporting to support Ryder's corporate ... knowledge on inventory metrics and reserve accruals if necessary Financial Planning & Analysis : *...for cost and productivity improvements. * Act as a financial advisor to General Managers and operational… more
- BMO Financial Group (CT)
- …action plans. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... and leads the execution of strategic initiatives to deliver on business and financial goals. + Measures the effectiveness of risk governance system and framework;… more
- TekSynap (CT)
- …+ ** Financial Oversight** : Oversee budgeting, forecasting, and P&L analysis , ensuring accurate financial reporting. Manage billing, collections, and ... & Qualifications** RESPONSIBILITIES + **P&L Management** : Oversee the financial performance of the Integration Services portfolio, ensuring revenue growth,… more
- Deloitte (Stamford, 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
- Public Consulting Group (Hartford, CT)
- …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