- Cardinal Health (Phoenix, AZ)
- **_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
- Bank of America (Chandler, AZ)
- Financial Solutions Advisor - Consumer Investments Chandler, Arizona;Chandler, Arizona; Phoenix, Arizona; Mesa, Arizona **Job Description:** Please note that ... met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- BMO Financial Group (Phoenix, AZ)
- …performance targets for new asset sales, joint appointments, fee-based sales, and financial planning . + Implements business development strategies to acquire new ... Provides financial and investment planning and advice...sequence for execution of business/group strategy. + Conducts independent analysis and assessment to resolve strategic issues. + Coordinates… more
- USAA (Phoenix, AZ)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... us special and impactful. **The Opportunity** As a dedicated Information Governance Advisor -Mid Level, you will work with the Information Governance Policy and… more
- The Cigna Group (Scottsdale, AZ)
- …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
- The Cigna Group (Scottsdale, AZ)
- …Clinical, Local Market, other Network Analytics, etc. **Qualifications:** + 2+ 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
- Edward Jones (Scottsdale, AZ)
- …to implement tax planning strategies for clients. Setting expectations with tax planning /legal service provider, client, financial advisor , and High Net ... strong collaborator? Do you have a strong background in financial planning and experience with complex ... concepts? What about a deep understanding of the Financial Advisor role and serving clients? If… more
- WTW (Tempe, AZ)
- …institutions, vendors, and regulatory agencies around the world. This role resides in our Financial Planning & Analysis (FP&A) Practice within Finance and ... NA business leadership team. + Act as a strategic financial advisor to the Finance Director in...+ 10+ years of progressively demonstrated experience in budgeting, planning and financial analysis , and… more
- BMO Financial Group (Scottsdale, AZ)
- …one with a Financial Advisor to guide clients through the financial planning process. + Enjoy a competitive base salary, quarterly and annual incentive ... a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning , delivering solutions that are tailor made for… more
- Guardian Life (Phoenix, AZ)
- …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
- Microsoft Corporation (Phoenix, AZ)
- …data analysis and reporting, data science, business intelligence, or business and financial analysis . + OR equivalent experience. + 2+ years of experience ... may construct forecasts, recommendations, and strategic/tactical plans based on your data analysis and knowledge. A significant aspect of this role involves working… more
- Deloitte (Tempe, AZ)
- …- 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
- Deloitte (Tempe, AZ)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... providing tax compliance and consulting services including restructuring, acquisition planning , tax controversy, philanthropic tax planning , unrelated business… more
- MUFG (Tempe, AZ)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and… more
- WSP USA (Tempe, AZ)
- …technical assistance and guidance for multi-site/phase project investigation, remediation, analysis , improvement, planning , engineering, design, and operation of ... permit applications, construction, compliance documentation, and regulatory and technical analysis memos. + Verify the characteristics of a site, providing… more
- USAA (Phoenix, AZ)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... privacy, etc.) directly influencing critical business outcomes. Acting as a trusted advisor and subject matter expert, you will guide and implement best practices… more
- WSP USA (Tempe, AZ)
- …and leadership for traffic engineering projects including design, operational analysis , and safety. Responsibilities include capacity analyses, reviewing permitting, ... review, signal system design, monitoring and control, and operations analysis to ensure roadways are designed in a safe...with developers, builders, and community stakeholders as a "trusted advisor " to determine the impact that a new structure,… more
- Deloitte (Tempe, AZ)
- …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
- MUFG (Tempe, AZ)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...of multiple stakeholders or making sound decisions using data, analysis , past experience, and a risk mindset, you will… more
- Deloitte (Tempe, AZ)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.… more