- 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
- 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, ... financial advisors or planners who will be providing financial planning guidance & selling investment management...which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,… 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 (Wellesley, MA)
- Financial Solutions Advisor - Consumer Investments - Boston West Market Brookline, Massachusetts;Wellesley, Massachusetts; Newton, 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)
- …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
- ThermoFisher Scientific (Waltham, MA)
- …DCP teams and Divisions, acting as a strategic advisor related to financial planning and analysis , revenue reporting and analytics, insight generation, ... highly collaborative and visible position, you will own the Digital Revenue, and financial and operational elements of our Digital Commerce Platforms P&L. With your… 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
- 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
- Staples (Framingham, MA)
- …partners with every area of the business to drive results and provide financial expertise. We are passionate about analyzing and interpreting information to assess ... guidance. Our team serves as a true partner and advisor to all our business leaders; working with them...manipulating and synthesizing large data sets that provide insightful analysis in support of the business. + Serve as… 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
- Ryder System (Boston, MA)
- …Support functions for a major field operation, including Inventory Management and Control Financial Analysis and Planning , Financial Reporting, Accounts ... results to Rated (contract), Plan and/or Forecast3. Act as Financial Advisor to General Managers and teams...Managing Finance and Accounting (including Inventory Management and Control, Financial Analysis and Planning , … more
- KeyBank (Boston, MA)
- …a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… 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
- Sanofi Group (Cambridge, MA)
- …Global and the hubs. Also responsible for contributing to the achievement of US financial goals by providing financial analysis and business support to ... Team. **Main Responsibilities:** + ** Financial strategy and planning ** : Lead financial planning ,...metrics and business performance indicators, act as a trusted advisor to senior management and franchise/function heads to identify… 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