- Cardinal Health (Frankfort, KY)
- **_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 (Louisville, KY)
- Financial Solutions Advisor - Consumer Investments - Louisville Market New Albany, Indiana;Louisville, Kentucky **Job Description:** At Bank of America, we are ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Cardinal Health (Frankfort, KY)
- …report inconsistencies with forecasts and actual sales. + Apply regression analysis , seasonality indices, and exception-based planning principles to forecasts. ... **_What Supply Chain Planning contributes to Cardinal Health_** Supply Chain ...supply chain as a competitive advantage. **_Job Summary_** The Advisor , Demand Planner, role supports the Cardinal Health medical… more
- The Cigna Group (Louisville, KY)
- …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
- Fifth Third Bank, NA (Louisville, KY)
- …Minimum five (5) years of related work experience. + CFP Certification + Knowledge of financial planning programs (eMoney Advisor or comparable planning ... across all disciplines and collaboratively developing a Wealth Strategy analysis . Remains engaged with the Strategists and WMAs and... Analysts and Junior Analysts, monitor and disseminate best financial planning practices for the group, and… more
- Truist (Lexington, KY)
- … financial planning analysis . Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... affluent market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and… more
- BMO Financial Group (KY)
- …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
- Cherry Bekaert (Louisville, KY)
- …a strategic advisor , utilizing your extensive expertise in tax laws, regulations, and financial analysis to support the financial success of the firm and ... from federal and state tax authorities efficiently. **Advanced Tax Planning and Analysis ** + Lead research on...codes, and regulations, with proficiency in tax software and financial analysis tools. + Exceptional analytical skills… more
- Broadridge Financial Solutions (Frankfort, KY)
- …clients in person from time to time. You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and ... role, and consultation related to best practices, scalability, and advisor site outputs. This role ensures what we deliver...Solutions Analysts, and Project Managers on the technical solution planning and delivery + Participate in IT meetings as… more
- Deloitte (Louisville, KY)
- …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
- Hanson Professional Services Inc. (Louisville, KY)
- …goals. + Meet budgetary objectives and adjust project constraints based on financial analysis and forecasts. + Develop comprehensive project management plans ... and Hanson's expectations in regard to scope, project deliverables, budget/ financial performance, schedule, quality, communications, risk management and health and… more
- Deloitte (Louisville, KY)
- …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
- Public Consulting Group (Frankfort, KY)
- …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 (Louisville, KY)
- …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 (Louisville, KY)
- …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 (Louisville, KY)
- …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 (Louisville, KY)
- …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
- HCA Healthcare (Louisville, KY)
- …pet insurance and more. Free counseling services and resources for emotional, physical and financial wellbeing 401(k) Plan with a 100% match on 3% to 9% of pay ... elder and pet care, home and auto repair, event planning and more Consumer discounts through Abenity and Consumer...who fulfill that role. + Serves as a faculty advisor to assist students in short-term program and goal… more
- Air National Guard Units (Louisville, KY)
- …goals and objectives, assessment of available resources, and extrapolation of cost benefit analysis data. Perform as plans and policy advisor to functional users ... work involved in developing, refining, and complying with telecommunications systems planning and policy direction including short- and/or long-range planning .… more
- Deloitte (Louisville, KY)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... management clients. You will identify complex tax issues and provide tax analysis for a variety of entities and their affiliates. Responsibilities will include:… more