- 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
- PNC (Sun City West, AZ)
- …helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf ... position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis , Customer Engagement, Financial Analysis , Financial… more
- Bank of America (Litchfield Park, AZ)
- Financial Solutions Advisor - Consumer Investments Litchfield Park, Arizona;Phoenix, Arizona; Surprise, Arizona **Job Description:** Please note that this ... 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
- Cardinal Health (Phoenix, AZ)
- …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
- USAA (Phoenix, AZ)
- …that really matters. At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all ... us so special! **The Opportunity** As a dedicated Advocacy Advisor II, within defined guidelines and framework, you will...2 years of relevant customer service experience in a financial services, fraud, or insurance industry. + 2 years… more
- USAA (Phoenix, AZ)
- …that really matters. At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all ... us so special! **The Opportunity** As a dedicated Advocacy Advisor Senior, you will provide timely, accurate and compliant...6 years of relevant customer service experience in a financial services, fraud, or insurance industry. + 6 years… more
- USAA (Phoenix, AZ)
- …that really matters. At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all ... us so special! **The Opportunity** As a dedicated Ethics Advisor Senior, you will provide leadership on USAA Ethics...and Tableau skills with an ability to create robust analysis through the ingestion of data from various disparate… more
- Guardian Life (Phoenix, AZ)
- …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 (Phoenix, AZ)
- …and updates with SAMU. Additionally, this role will be involved in portfolio data analysis and other portfolio tasks to support EMM's compliance with BMO policy and ... policies. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives,… more
- Public Consulting Group (Phoenix, AZ)
- …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
- CommonSpirit Health (Phoenix, AZ)
- …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
- Banner Health (Phoenix, AZ)
- …**ENTECH** , provides project management, on-site technology management, equipment planning and assessment for imaging and non-imaging clinical technology. Dedicated ... you support. Future career growth includes opportunities in medical imaging, planning , security, integration and quality areas. In addition, tuition reimbursement… more
- Marriott Vacations Worldwide (Phoenix, AZ)
- …taking responsibility for customer satisfaction and loyalty. + Sales Opportunity Analysis - Understanding and utilizing economic, financial , industry, and ... phone, or mail correspondence and facilitates use of Vacation Ownership Advisor . + Answer Owner and customer questions regarding product information, servicing… more
- Eliassen Group (Phoenix, AZ)
- …- $90 / hr. w2 **Responsibilities:** + A hands-on developer + When required, work as an advisor to other teams. + Must have work with a user base of 1000+ and who ... the organization, including Executive levels * Strong customer skills * Strong technical analysis and engineering skills * Ability to be an effective team member and… more
- Confluent (Phoenix, AZ)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... Proactively support customers through technical lifecycle activities such as architecture planning , cluster & security design, monitoring & automation; review &… more
- Sharecare (Phoenix, AZ)
- …optimize work flow, and capitalizing on new opportunities through effective planning and execution. + Directly responsible for evaluating, establishing, and ... Establish and maintain responsibility to review performance against operating plans, ongoing analysis of market trends and conditions, and approve changes in plan… more
- Wells Fargo (Phoenix, AZ)
- …partners, remediation of issues, conducting of blameless post mortems, root cause analysis and introduce continuous improvement solving problems once and for all ... and drive stability and SRE aligned capability. + Act as an advisor to leadership to develop or influence applications, network, information security, database,… more