- Cardinal Health (Providence, RI)
- **_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 (Providence, RI)
- …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
- 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
- Guardian Life (Providence, RI)
- …strategy proposals, communicate investment product objectives, portfolio strategies, basic financial planning concepts and investment knowledge. + Manage ... 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
- BJs Wholesale Club (Marlborough, MA)
- …statistical software knowledge preferred. + High level of business acumen, including financial , planning , analytical, and problem-solving skills with the ability ... are aligned. They will be responsible for leading various ad-hoc analysis in support of emerging business questions/opportunities, maximizing sales & profit… more
- Broadridge Financial Solutions (Providence, RI)
- …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
- CVS Health (Woonsocket, RI)
- …+ Drive the annual operating and revenue planning process + Own capacity planning that aligns with CMX financial goals + Collaborate with Revenue Leaders to ... will quickly become a trusted operating partner and strategic advisor to the CMX Leadership team, and will ensure...will ensure successful delivery of GTM, sales and revenue planning , forecasting, pipeline management, and capacity planning … more
- Public Consulting Group (Providence, RI)
- …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
- Concentrix (Providence, RI)
- …any level of organization. Able to bridge business / IT gap and become a trusted advisor . + Perform financial analysis and modeling, as necessary. + Be able ... areas: analytics strategy & road mapping, data governance, analytics organization planning , data literacy, or ethics. + Guide technical and non-technical teams,… more
- Staples (Framingham, MA)
- …selling motions and customer touch. Duties & Responsibilities . Marketing, Calendar Planning & LOB Execution . Sales productivity programs in support of Sales ... experience in business development . Creative selling, project management skills and strategic planning ability . Ability to set targets and design growth plans .… more
- Concentrix (Providence, RI)
- …level of organization. Able to bridge business / IT gap and become a trusted advisor . + Perform financial analysis and modeling, as necessary. + Estimate ... following areas: analytics strategy & road mapping, data governance, analytics organization planning , data literacy, or ethics. + Proven ability to drive results,… more
- Lumen (Providence, RI)
- …closely with the public sector commercial leader. This role will be a trusted advisor driving the end to end rhythm of business and commercial program support. They ... with scorecards, analytics and insights + Lead the forecasting, budgeting, and long-range planning for public sector + Develop mid and long-range strategic plans for… more
- Western Digital (Providence, RI)
- …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 (Providence, RI)
- …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