- Cardinal Health (Denver, CO)
- **_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
- The Cigna Group (Denver, CO)
- …many or all of the following: product knowledge, underwriting, risk and financial analysis skills, marketing processes, sales practices, account management and ... The Public Sector (G&E) Business Development Senior Advisor is responsible for influencing key decisions and taking actions that result in public sector membership… more
- BMO Financial Group (Denver, CO)
- …Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis , development of high value wealth plans ... Provides wealth planning (advanced financial planning )...relationship development are met. + Acts as a trusted advisor to assigned business/group. + Assists in the development… more
- Morgan Stanley (Denver, CO)
- …in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning , reporting and analysis . *DUTIES and RESPONSIBILITIES:* ... Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a… more
- National Renewable Energy Laboratory (Golden, CO)
- …at NREL.** **Job Description** The Business Manager will report to the Group Manager for Financial Planning and Analysis and be the primary financial ... to develop strategic goals and the multi-year directorate business plan, linking financial planning and execution to directorate research strategy. Lead the… more
- Brookfield Properties (Centennial, CO)
- …presentations that effectively communicate key findings to Corporate leadership. + Lead financial analysis of investment opportunities by building detailed ... with business objectives. Skills and Experience + Brings 8-10 years of experience in financial analysis , with a focus on residential real estate development, and… more
- Guardian Life (Denver, CO)
- …strategy proposals, communicate investment product objectives, portfolio strategies, basic financial planning concepts and investment knowledge. + Manage ... 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
- KeyBank (Denver, CO)
- …a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- AdventHealth (Castle Rock, CO)
- …and performance | Develop and provide accurate and timely operating and capital budgets, financial analysis and trends, financial statements, and reports | ... Officer (CFO). Also has a dotted line of reporting relationship to the Regional Financial Leadership. Responsible for planning and controlling all financial … more
- Charles Schwab (Lone Tree, CO)
- …proficiency is a plus. + **Domain Knowledge** - Some background in Financial Consultant / advisor responsibilities and corresponding products and programs ... vision of delivering an industry-leading wealth management experience as a trusted advisor . As the Practice Intelligence Sr. Manager, you'll be responsible for… more
- BMO Financial Group (Denver, CO)
- …and trends to inform decision-making. + Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies ... worth clients with an objective of becoming their trusted advisor . + Leads a deal team to meet client...using a consultative approach in customer conversations. + Applies financial planning skills and concepts against each… more
- BMO Financial Group (Aurora, CO)
- …a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning , delivering solutions that are tailor made for ... Services is to help mass affluent clientele make real financial progress by understanding and planning for...to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works… more
- Deloitte (Denver, CO)
- …- Oracle FCCS & ARCS Focused Manager Finance & Performance - Unlocking financial performance and enterprise value We work as trusted advisors to CFO's, COO's, ... and tools with innovative approaches + Evaluate and validate analysis and developing recommendations for the client in the...Our Finance & Performance team works as a trusted advisor to CFOs, COOs, CIOs, and key executives. We… more
- CommonSpirit Health (Centennial, CO)
- …pertaining to healthcare delivery systems + Knowledge of strategic planning , qualitative/quantitative evaluation and analysis , advanced quality/performance ... other key stakeholders, strategic initiatives to optimize pharmacy resource utilization, reduce financial risk for patients and CSH, and to optimize pharmacy … more
- Deloitte (Denver, CO)
- …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 (Denver, CO)
- …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
- Deloitte (Denver, CO)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience ... lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.… more
- Deloitte (Denver, CO)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... controversy. + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates using state of… more
- BMO Financial Group (Greenwood Village, CO)
- …or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... competitors, client needs and business growth opportunities. + Conducts independent analysis and assessment to resolve strategic issues. + Develops the business… more
- Deloitte (Denver, CO)
- …finance, or related field. + 8+ years' experience in federal tax compliance, tax planning , tax analysis , and tax research + One of the following active ... lines of service. + Acting as a trusted business advisor to clients on a variety of issues including...clients on a variety of issues including federal tax planning , accounting for income taxes, FTA (periods, methods &… more