- 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
- Raymond James Financial, Inc. (Denver, CO)
- …industry operations. + Information technology support and technical documentation. + Business planning and analysis -with a demonstrated ability to develop a ... or Denver, CO. **Job Summary:** As part of the Advisor Technology group, the Sr Product Manager will focus...domain knowledge into project work, and an understanding of financial services standards and practices and will serve as… more
- Cardinal Health (Denver, CO)
- …investors, and others, as it relates to ESG topics.** **_Role Summary_** **The Advisor in this role will be responsible for maintaining and improving existing ESG ... social and governance (ESG) data and disclosures across the enterprise. The advisor will support all aspects of data collection, aggregation, validation, gap … 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 financial ... **Experience in financial planning required.** **CFP or similar...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
- State of Colorado (Denver, CO)
- …and operational efficiency. + Data Analysis and Forecasting:Exceptional data analysis skills, enabling the interpretation of financial data to identify ... financial forecasts, models, and projections to facilitate strategic planning and resource allocation. + Executive Communication:Outstanding communication skills,… more
- Guardian Life (Denver, CO)
- …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
- 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
- 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
- BAE Systems (Westminster, CO)
- …who may be dispersed and co-located with their customers. + Serve as business/ financial advisor on proposal pricing strategies and lead streamlined SBU proposal ... experience. + Program and Proposal experience including cost and schedule planning , budgeting, control, analysis , reporting. + Proficiency with Microsoft… 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
- 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
- Deloitte (Denver, CO)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- Deloitte (Denver, CO)
- …Expertise in complex data analysis (specifically as it relates to financial planning ) + Demonstrated knowledge of a formal system implementation methodology; ... Our Finance & Performance team serves as a trusted advisor to CFOs, COOs, CIOs, and key executives. We...building, and maintaining Anaplan models and modules to support financial planning , budgeting, forecasting and reporting strategy… more
- Capital One (Denver, CO)
- …existing clients. + In addition to being the primary point of contact and key financial advisor for the client, the Banker is also accountable for developing new ... can help provide business solutions to all of their financial needs. + Assists in planning the...in their assigned area. + Reviews demand deposit profitability analysis and outlines strategies to bring unprofitable accounts back… more
- Deloitte (Denver, CO)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates. + Managing engagement… more