- Cardinal Health (Hartford, CT)
- **_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
- Santander US (West Hartford, CT)
- Financial Advisor - Centralized, West Hartford, CT West Hartford, United States of America The Financial Advisor - Centralized is responsible for ... to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a...excellent verbal and written communication. + Superior knowledge of financial analysis , risk evaluation, loan documentation +… more
- TD Bank (Manchester, CT)
- …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
- Bank of America (Wallingford, CT)
- Financial Solutions Advisor - Consumer Investments - Southeast CT. Market Branford, Connecticut;Westerly, Rhode Island; Wallingford, Connecticut; North Haven, ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Stanley Black and Decker (New Britain, CT)
- **Vice President of Corporate Financial Planning & Analysis (FP&A)** **New Britain, CT or Towson, MD** **Come make the world and accelerate your success.** ... CUB CADET(R), and HUSTLER(R). The Vice President of Corporate Financial Planning & Analysis plays...& Board of Directors Communication:** + Act as a financial advisor to senior management, offering insights… more
- The Cigna Group (Bloomfield, CT)
- …statistical analysis and other data analytic functions + Documentation, planning and tracking of project tasks and managing timelines obtaining support from ... **Position Summary** The Research Advisor in Clinical Research will directly report to...identify new business opportunities and demonstrate the clinical and financial impact of Evernorth products and services. The Research… more
- M&T Bank (West Hartford, CT)
- …current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of ... the client based on the analysis . + Responsible for leading the development of sales...client base .Promote and sell the full array of financial services distributed by the Company to current and… more
- The Cigna Group (Bloomfield, CT)
- …Clinical, Local Market, other Network Analytics, etc. **Qualifications:** + 2+ years of financial analysis and planning experience with demonstrated ability ... customers that help reduce health costs, improve outcomes, provide financial security and measure/forecast business performance. The National Affordability...to perform financial analysis at macro and micro levels + Proficiency with… more
- The Salvation Army (Hartford, CT)
- …lawyers, financial planners, and other professional advisors with gift planning and additional specific financial information. + Implement donor and ... Overview Location: Divisional Headquarters, Advancement Department, Gift Planning Office (Hartford, CT) Status: Non-exempt, Full-time Hours Per Week: 35 Schedule:… more
- Deloitte (Hartford, CT)
- …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 (Hartford, CT)
- …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
- Wesleyan University (Middletown, CT)
- …Director will collaborate with key individuals across campus involved in data analysis for their individual divisions including admission, financial aid, ... the University's short- and long-term decision-making regarding policy, strategic planning , and resource allocations. The Office of Institutional Research conducts… more
- State of Connecticut, Department of Administrative Services (Hartford, CT)
- …- GENERAL EXPERIENCE Nine (9) years of experience in research, statistics, planning , management or policy analysis . MINIMUM QUALIFICATIONS - SPECIAL EXPERIENCE ... position in the Health and Human Services Policy and Planning Division (HHSPPD (https://portal.ct.gov/OPM/PDPD/PDPD/Policy-Development-and- Planning -Division) ). WHAT WE… more
- Guardian Life (Hartford, CT)
- …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
- The Hartford (Hartford, CT)
- Sr Consult Bus Data Analysis - GA07AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... The ideal candidate will demonstrate exceptional communication skills, experience in data analysis , and strong SQL abilities to gather required data from various… more
- Broadridge Financial Solutions (Hartford, CT)
- …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
- Deloitte (Hartford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- CVS Health (Hartford, CT)
- …+ 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
- Deloitte (Hartford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... 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 (Hartford, CT)
- …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