- Cardinal Health (Salt Lake City, UT)
- **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 (Draper, UT)
- Financial Solutions Advisor - Consumer Investments - Draper Draper, Utah **Job Description:** This job will be open and accepting applications for a minimum of ... met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Cardinal Health (Salt Lake City, UT)
- …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
- Deloitte (Salt Lake City, UT)
- …Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree in Accounting, Finance, ... of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This...developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation -… more
- Guardian Life (Salt Lake City, UT)
- …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
- ServiceNow, Inc. (Salt Lake City, UT)
- …sales techniques, customer interaction, and customer relations. + Proficient in forecasting, financial metrics, ROI assessment, and market insights analysis . + ... sales techniques, customer interaction, and customer relations. + Proficient in forecasting, financial metrics, ROI assessment, and market insights analysis . +… more
- University of Utah (Salt Lake City, UT)
- …participates in various board, management, and committee meetings; provides and presents financial analysis on relevant issues; makes presentations to community ... Accountant ( CPA ), Certified Financial Planner ( CFP ), and/or Chartered Financial Advisor ( CFA ) preferred. **Experience:** + Ten (10) years demonstrated… more
- Deloitte (Salt Lake City, UT)
- …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 (Salt Lake City, UT)
- …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
- Public Consulting Group (Salt Lake City, UT)
- …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 (Salt Lake City, UT)
- …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 (Salt Lake City, UT)
- …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
- Aflac (Salt Lake City, UT)
- …skills, a working knowledge of instructional design, and experience with training needs analysis + Broad knowledge of how current adult learning theory applies to ... efforts based on organizational deficiencies identified through observation and data analysis and recommends improvements to the Market Director + Provides… more
- Amazon (Salt Lake City, UT)
- Description AWS Infrastructure Services owns the design, planning , delivery, and operation of all AWS global infrastructure. In other words, we're the people who ... including to senior executives. AWS Infrastructure Services owns the design, planning , delivery, and operation of all AWS global infrastructure. In other… more
- Deloitte (Salt Lake City, UT)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Advanced degree ... federal C&I generating activities and manage and facilitate the analysis and documentation of such opportunities. This is often...developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation -… more
- Eliassen Group (Salt Lake City, UT)
- …- $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
- Deloitte (Salt Lake City, UT)
- …vendors. + You will prepare financial reports and forecasts and other ad-hoc financial analysis as requested. The team Deloitte Technology US (DT - US) helps ... to support Deloitte's business. Responsibilities: + Lead IT management, planning , architecture and design, engineering, deployment, operations, and maintenance of… more
- Western Digital (Salt Lake City, UT)
- …to internal clients and collaborates with HR partners in the planning , development, implementation, and administration of major compensation initiatives and/or ... programs, compensation policies and practices. The ideal individual must possess strong financial modeling and excel skills, have the ability to analyze large… more
- Confluent (Salt Lake City, UT)
- …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 (Salt Lake City, UT)
- …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