- Cardinal Health (Lansing, MI)
- **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
- Hantz Group (Southfield, MI)
- Financial Advisor Hantz Group is a Michigan-based... and Retirement + Insurance + Tax Strategy and Planning + Cash Flow Analysis + Debt Strategies ... + Property and Casualty Insurance The Holistic Approach to Financial Planning Hantz Group recognizes that each...support for you to build your practice. As a Financial Advisor , you will work alongside experts… more
- Atria Wealth Solutions (Grand Rapids, MI)
- …of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services to its members in the Grand Rapids, ... Consumers Credit Union is looking to hire a passionate Financial Advisor to join our team! In...advice that may include portfolio reviews, asset accumulation strategies, analysis and assessments, pre/post-retirement planning , and asset… more
- PNC (Waterford, MI)
- …helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf ... position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis , Customer Engagement, Financial Analysis , Financial… more
- Bank of America (Wyoming, MI)
- Financial Solutions Advisor - Consumer Investments - West Detriot Market Southfield, Michigan;Wyoming, Michigan; Walled Lake, Michigan; Brighton, Michigan; ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …leveraging Client Relationship Management Systems, on-boarding clients, opening accounts, and financial planning tools for client portfolios. Associates will ... of financial advising with a focus on financial planning , leveraging technology tools, and business...or complex to present financial plans with advisor 's clients. * Leverage financial advisor… more
- Robert Half Finance & Accounting (Kentwood, MI)
- Description We are on the lookout for a Financial Planning & Analysis Manager. This role is in the automotive manufacturing industry and is based in ... KENTWOOD, Michigan. As a Financial Planning & Analysis Manager,... performance and strategic initiatives * Act as a financial advisor to department heads and other… more
- Cardinal Health (Lansing, MI)
- …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
- Deloitte (Detroit, MI)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... federal and state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning , and cash-tax planning… more
- Kestra Financial (Novi, MI)
- …guidelines. + Maintain client information in CRM database (Redtail) + Data input for Financial Planning software system (Goals-Based Analysis and E-Money) + ... Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides excellent… more
- Trinity Health (Grand Rapids, MI)
- …/ Business Advisor . Advises / educate operational management on sound financial business management issues related to business planning , capital purchases, ... Leadership Team, management, staff and external customers. Serves as a business consultant/ financial advisor to the organization / management team regarding … more
- Ascension Health (Kalamazoo, MI)
- …your Talent Advisor for additional specifics._ **Responsibilities** + Perform analysis and reporting regarding financial operations and information. + ... Perform statistical, cost and financial analysis of data extracted from various...various internal sources. + Assist with budget preparation and financial planning processes. + Serve as consultant… more
- Bank of America (Bloomfield Hills, MI)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Guardian Life (Lansing, MI)
- …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
- HNTB (Detroit, MI)
- …business and operational issues and report on variances from budget along with other financial analysis . Supports the division from a training standpoint on the ... business goals are achieved. Serves as the senior finance advisor within the division providing a financial ...ensure appropriate Revenue Labor Forecast is done throughout the planning cycle. + Directs, leads and develops division finance… more
- Henry Ford Health System (Detroit, MI)
- …performance improvements. + Financial Stewardship: Advanced skills in financial analysis , budgeting, and fiscal accountability. + Change Management: ... Ford'sDestination Grandinitiatives and system-wide priorities. + Develop business plans, financial models, and operational strategies to expand clinical programs and… more
- Deloitte (Detroit, MI)
- …- 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 (Detroit, MI)
- …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
- Arab Community Center for Economic and Social Serv (Dearborn, MI)
- …and writing. This position also serves an important role as adult advisor to CAAP-s Teen Grantmaking Initiative program. Essential Duties and Responsibilities: + ... Serve as adult advisor to CAAP-s Teen Grantmaking Initiative program including assisting...to CAAP-s Teen Grantmaking Initiative program including assisting with planning and preparation for meetings and events, communicating with… more
- The Hershey Company (MI)
- …market share, trade spend, and sales activity margin. Responsibilities include business planning & analysis , creating valued business partnerships with customers ... by becoming a business advisor , and achieving mutually beneficial agreements through skilled negotiation...activity margin targets for assigned customer(s) by simulating and planning incremental volume and pre and post analysis… more