- 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
- 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
- Cardinal Health (Boston, MA)
- …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
- 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
- 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)
- …+ 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
- 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
- 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
- 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)
- …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
- 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
- Advocates (Framingham, MA)
- …line leadership team, the Service Line Controller will play a leadership role in financial planning , analysis , and reporting for a specific service line, ... in achieving strategic fiscal objectives. 2. Serve as a financial advisor , contributing to decision-making processes and...for the service line, working in collaboration with the Financial Planning & Analysis (FP&A)… more
- Guardian Life (Boston, MA)
- …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
- State of Massachusetts (Boston, MA)
- …organizations, and development partners to provide affordable housing options, financial assistance, and other support to Massachusetts communities. *_OVERVIEW OF ... Senior Policy Manager is responsible for: . Conducting policy and programmatic analysis and making recommendations on these matters to Director of Policy… more
- Deloitte (Boston, MA)
- …- 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 (Boston, MA)
- …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
- Harvard University (Cambridge, MA)
- 67565BRAuto req ID:67565BRJob Code:I0858P IT Business Analysis Prfss IV Department Office Location:USA - MA - Cambridge Business Title:Senior Business ... organizational, analytical, collaboration and communication skills. + background/expertise in financial data. + Experience + in report and solutions development… more
- Actalent (Boston, MA)
- …a premium membership.Certified FinancialPlanning ServicesEmpower Advisory Group: Company-paid comprehensive financial planning is available to help youbecome ... Develop APIs and web services for data collection and analysis . + Participate in code reviews and ensure adherence...retirement ready. Work with your advisor to identify and prioritize your financial … more