- Cardinal Health (Boston, MA)
- **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
- Cardinal Health (Boston, MA)
- **_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
- Cardinal Health (Boston, MA)
- **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
- M&T Bank (Worcester, MA)
- …(LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning , Managed Accounts, or insurance experience CFP ... Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing… more
- TD Bank (Wellesley, MA)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... who will be selling investment management solutions & providing financial planning guidance. A Transitional FA will...which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,… more
- Bank of America (Chelmsford, MA)
- Financial Solutions Advisor - Consumer Investments - Northern MA Market Peabody, Massachusetts;Chelmsford, Massachusetts; Reading, Massachusetts **Job ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Staples (Framingham, MA)
- …as business, finance, operations, or economics + 6+ years progressive experience in financial planning & analysis (FP&A), corporate finance, strategic ... with various organizations in the company to provide fact-based analysis and strategic input on how to drive tangible...for the business unit and contribute to the strategic financial planning of the organization. **What you'll… more
- Fannie Mae (Boston, MA)
- …supporting customer engagement opportunities. Additionally, you will be responsible for planning , managing, or coordinating operational activities for the team with ... of executives and staff managers. *THE IMPACT YOU WILL MAKE* The *Multifamily LIHTC Advisor (Flexible Hybrid)* role will offer you the flexibility to make each day… more
- ThermoFisher Scientific (Waltham, MA)
- …Strategy and Operations) teams, acting as a strategic advisor related to financial planning and analysis , analytics, insight generation, and the digital ... Impact! In this highly collaborative and visible position, you will own the financial and operational elements of our Digital Platforms and Engineering P&L and play… more
- WM (Boston, MA)
- …strongly committed to a foundation of operating excellence, professionalism and financial strength. WM serves nearly 25 million customers in residential, commercial, ... a passion for sustainability and innovation. **I. Job Summary** The Talent Acquisition Advisor (Recruiter) is a critical member of the Talent team and is responsible… more
- The MITRE Corporation (Bedford, MA)
- …Partner Support, Treasury and Investments, Accounting and Financial Reporting, Financial Planning & Analysis , Business Analytics, Strategic Finance ... + Analyze and diagnose business drivers and variances to budget using various financial systems + Prepare and maintain direct and indirect budgets at various… more
- Deloitte (Boston, MA)
- …Enrolled Agent + Alternative Certification: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST ... do: As a Tax Senior in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will be responsible...and state deferred tax balances. Computing tax depreciation for financial forecasts, tax provision, long-range planning , and… more
- Deloitte (Boston, MA)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... 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
- Deloitte (Boston, MA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... As a Tax Senior Manager in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will provide tax...state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning , and… more
- Harvard University (Cambridge, MA)
- …- Harvard Business Title:Senior Director of Development, Gift Planning , Faculty of Arts and SciencesSub-Unit: Salary Grade ... Qualifications: + A bachelor's degree and at least 12 years of gift planning or fundraising experience, or comparable work experience gained within the legal or… more
- RTX Corporation (Cambridge, MA)
- …years applicable experience including program controls, program scheduling, cash management, and/or financial planning and analysis + Proficiency with ... Role Type: Hybrid Are you ready to apply your financial and analytical skills in an energetic and fast-paced...for an exciting opportunity to be a strategic business advisor who will work with business leaders and many… more
- The MITRE Corporation (Bedford, MA)
- …us. MITRE's Finance organization is seeking a Business Partner (BP) to serve as a financial advisor for the Air & Space Forces (A&SF) organization. As a Finance ... you will serve as the primary source of day-to-day financial management and business decision support, playing a key...Partner should work with the customer to drive long-term planning , working with the business to understand its objectives… more
- Deloitte (Boston, MA)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.… more
- Deloitte (Boston, MA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any...complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates… more
- Bank of America (Newton, MA)
- …Elite Growth Practice (EGP) **** **Relationship Manager** role is a position on the Financial Advisor Team which operates in a capacity to further develop and ... in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals...on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a… more