- 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 (Ann Arbor, 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
- Raymond James Financial, Inc. (Birmingham, MI)
- …Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an ... trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as...abreast of investment products, industry rules and regulations, and financial planning . * Performs other duties and… more
- PNC (East Lansing, 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
- Cardinal Health (Lansing, MI)
- …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
- 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
- Fifth Third Bank, NA (Grand Rapids, MI)
- …Minimum five (5) years of related work experience. + CFP Certification + Knowledge of financial planning programs (eMoney Advisor or comparable planning ... across all disciplines and collaboratively developing a Wealth Strategy analysis . Remains engaged with the Strategists and WMAs and... Analysts and Junior Analysts, monitor and disseminate best financial planning practices for the group, and… 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
- Deloitte (Grand Rapids, MI)
- …place for you! Join our team of experienced financial professionals who support financial planning and analysis for the Finance Business Partners (FBP) ... for an exciting opportunity to be a strategic business advisor to executive leaders? If so, Deloitte could be...development and advancement towards career goals. The team The Financial Planning & Analysis (FP&A)… more
- Deloitte (Midland, MI)
- …place for you! Join our team of experienced financial professionals who support financial planning and analysis for the Finance Business Partners (FBP) ... for an exciting opportunity to be a strategic business advisor to executive leaders? If so, Deloitte could be...FBP at Deloitte. The team and the role The Financial Planning & Analysis (FP&A)… more
- Trinity Health (Grand Rapids, MI)
- …/ Business Advisor . Advises / educate operational management on sound financial business management issues related to business planning , capital purchases, ... pro formas, operating and capital budgeting, cost accounting/ product line analysis , benchmarking, productivity and strategic financial modeling. Experience in… 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
- Ryder System (Lansing, MI)
- …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
- 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
- State of Michigan (MI)
- …team! This position serves as the statewide specialist/expert for the planning , development and implementation of the Quality Assurance and Procedures programs ... and recommends improvements to management. Field Audit Divisions-wide specialist, technical advisor and expert on quality assurance review and internal control… more
- BMO Financial Group (MI)
- …red team operations that simulate real-world adversaries targeting our critical financial systems. **Innovate and Evolve** : Leverage offensive security tools and ... will directly contribute to strengthening the resilience of a global financial leader, protecting millions of customers and critical assets. **Collaborative… 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
- Fifth Third Bank, NA (Grand Rapids, MI)
- …provide a positive client experience. + Strong business acumen, to include detailed analysis , review of financial statements and knowledge in advanced accounting ... than $10MM. Assist the business owner in achieving their financial goals by providing smart financial solutions...both personal and business needs. Serve as a trusted advisor for these businesses; collaborate with a team of… more