- Cardinal Health (Jefferson City, MO)
- **_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
- The Cigna Group (St. Louis, MO)
- **POSITION SUMMARY:** The Financial Analysis Senior Advisor ...Chain + Experience in financial modeling and financial planning and analysis + ... Pricing to ensure all pricing related contractual commitments are met. As a Senior Advisor , you will manage large data tables and tools that measure client guarantee… more
- Bank of America (Ballwin, MO)
- Financial Solutions Advisor - Consumer Investments - Greater St. Louis Market Ballwin, Missouri;O Fallon, Illinois; Saint Louis, Missouri; Saint Louis, Missouri; ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- The Cigna Group (St. Louis, MO)
- **Job Summary** The Senior Research Advisor in Clinical / Health Outcomes Research will directly report to the Principal or Director, and is responsible for ... to patients, identify new business opportunities and demonstrate the clinical and financial impact of Evernorth products and services. The Senior Research Advisor… more
- BMO Financial Group (Des Peres, MO)
- …delivery of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter ... and recommends enhancements; makes changes as required. + Uses an advisory-based financial planning approach to manage opportunities and relationships. +… more
- The Cigna Group (St. Louis, MO)
- …trends in the organization, with the competition, and in the marketplace. Conducts/Uses financial analysis to generate, evaluate, and act on strategic options ... meet client needs and incorporating such into the annual SPARC (Strategic Planning & Review Consultation) using their in depth knowledge and specialized expertise.… more
- Edward Jones (St. Louis, MO)
- …a part of the wealth management process? Do you have a strong background in financial planning and experience with complex financial planning concepts? ... What about a deep understanding of the Financial Advisor role and serving clients? If...a strong background in the many complex needs of financial planning as well as a deep… more
- Raymond James Financial, Inc. (St. Louis, MO)
- …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
- Ryder System (Jefferson City, MO)
- …range of financial management functions across various operations, providing key financial analysis , planning , and reporting to support Ryder's corporate ... knowledge on inventory metrics and reserve accruals if necessary Financial Planning & Analysis : *...for cost and productivity improvements. * Act as a financial advisor to General Managers and operational… more
- Wells Fargo (St. Louis, MO)
- …and Investment Management (WIM) leads the strategy, design and prioritization of the Advisor Desktop experience and Advisor tools to enable growth across WIM's ... full-service and independent advisor channels. The team drives close collaboration across all...evolving end-user + Conduct market research and market results-oriented analysis for major products and services + Review and… more
- Citigroup (O'Fallon, MO)
- …of consumer mortgage needs nationwide. **Position Summary** Reporting to Director of FP&A, the Financial Planning and Analysis Lead Analyst is a senior ... advisor to Mortgage division senior leadership for all financial business decisions. + Develop and execute regular cadence...assigned as required. **Job Family Group:** Finance **Job Family:** Financial Planning & Analysis **Time… more
- Cushman & Wakefield (St. Louis, MO)
- **Job Title** Finance Director **Job Description Summary** Directs the Financial Control activities for a real estate services / facilities management global account ... in a high-profile client facing leadership role. The Financial Director will be proactive member of the Account Leadership Team with direct involvement in and… more
- Enterprise Bank & Trust (Clayton, MO)
- … and tax loss harvesting for both traditional and alternative asset classes. + Financial planning and portfolio management software experience as well as the ... our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional...research. + Serve as primary/lead investment contact for investment planning and investment advisory issues, in each case coordinating… more
- Deloitte (Kansas City, MO)
- …within industry. * Relevant experience implementing Oracle Cloud EPM Technologies such as Planning & Budgeting Cloud Service (PBCS) with Financial Close & ... and tools with innovative approaches. * Evaluate and validate analysis and develop recommendations for the client in the... Financial Consolidation and Close Cloud (FCCS), and/or Financial Data Quality Management or Planning Cloud… more
- EquipmentShare (Columbia, MO)
- …deal analysis , covenant compliance, refinancing opportunities, and general capital planning & funding requirements + Maintain an excellent relationship with the ... Investor Relations team in a pre-IPO environment + Prepare and distribute financial reports, earnings releases, and presentations for investor meetings + Organize… more
- EquipmentShare (Kansas City, MO)
- …deal analysis , covenant compliance, refinancing opportunities, and general capital planning & funding requirements + Maintain an excellent relationship with the ... of fraud + Governance/controls to ensure successful execution of financial reporting for Treasury activities and financial ...a business, finance and treasury perspective; be a trusted/respected advisor to the business units. Why We're a Better… more
- BMO Financial Group (MO)
- …action plans. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... and leads the execution of strategic initiatives to deliver on business and financial goals. + Measures the effectiveness of risk governance system and framework;… more
- Deloitte (Kansas City, MO)
- …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
- Deloitte (Kansas City, MO)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... 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 (Jefferson City, MO)
- …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