- Cardinal Health (Albany, NY)
- **_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
- Raymond James Financial, Inc. (Clarence, NY)
- …customer service for our clients. As such, we are thrilled to be adding a Junior Financial Advisor to our team. The Advisor will begin by providing ... representing the Scheff and Liddell brand. From there, the Advisor will learn to develop and foster new relationships....of** + Economic and accounting principles and practices, the financial markets, banking, and the analysis and… more
- Santander US (Staten Island, NY)
- Financial Advisor - Centralized, Staten Island, NY Staten Island, 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
- M&T Bank (Mamaroneck, NY)
- …(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
- TD Bank (White Plains, NY)
- …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
- TD Bank (New York, NY)
- …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 (Hampton Bays, NY)
- Financial Solutions Advisor - Consumer Investments - Eastern Long Island Market Hampton Bays, New York;East Hampton, New York; East Setauket, New York; ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Bank of America (New York, NY)
- Financial Solutions Advisor - Consumer Investments - Manhattan Central Market New York, New York;New York, New York **Job Description:** Please note that this ... met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- City of New York (New York, NY)
- …services for capital management. Core functions of the Department: - Capital planning , financial administration, vendor management, contract management, and cost ... partnership with residents and other stakeholders, strategic, data-driven portfolio planning , and cost-effective project delivery and management. The Division also… more
- City of New York (New York, NY)
- …a highly motivated and detail-oriented individual to serve as Senior Policy Advisor , reporting to the Director of Intergovernmental Affairs & Special Projects. The ... Senior Policy Advisor will play a key role in monitoring, researching,...development or agency programs; - Conduct policy research and analysis , drafting briefs, memos, reports, and recommendations that synthesize… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …senior leadership team, the Vice President (VP) will lead budget and long-range financial planning and analysis university-wide and support the university's ... officers. The VP will also serve as a key advisor to the university's senior leadership team, the EVP,...requested by the Board, President, EVP and/or CFO. Budget, Financial Planning & Analysis includes… more
- City of New York (New York, NY)
- …in premature mortality. With an unwavering grounding in history and structural analysis , CHECW works to increase visibility of the harm perpetuated by centuries ... organizations to implement evidence based strategies, leveraging information to support planning and technical assistance for providers and payers; advancing policy… more
- Justworks (New York, NY)
- Director, Financial Planning and Analysis at Justworks (View all jobs) New York, New York Who We Are At Justworks, you'll enjoy a welcoming and casual ... Who You Are Justworks is looking for a Director, Financial Planning & Analysis . This...+ Serve as a thought partner and trusted business advisor to our revenue-facing org - owning relationships with… more
- City of New York (New York, NY)
- …and wellness programs. OHR is seeking a qualified individual to serve as a Chief Advisor . The Chief Advisor is a pivotal leadership role responsible for advising ... high level of expertise in civil service, human resources management, strategic planning , and operational efficiency, ensuring that the HR function supports the… more
- CUNY (New York, NY)
- Admissions Senior Advisor (HEOa) - School of Education Dean's Office, Office of Admissions & Recruitment **POSITION DETAILS** The Hunter College School of Education ... faculty, with school and clinical partners throughout New York City. The Admissions Senior Advisor will play a key role expanding the scope and reach of the School's… more
- City of New York (New York, NY)
- …latitude for independent initiative, judgment and decision-making, the Strategic Advisor is responsible for researching, developing and evaluating targeted ... (1) Administrative Staff Analyst NM-II to function as the Advisor for Strategic Initiatives within Office of The Executive...of the Agency. - Responsible for the ongoing strategic planning and support of projects that relate to changes… more
- International Rescue Committee (New York, NY)
- Requisition ID: req56705 Job Title: Advisor , Strategy and Performance Sector: Strategy Employment Category: Regular Employment Type: Full-Time Compensation: USD ... as well as monitoring progress and organizational health. Job Overview: As an Advisor dual reporting into the President's Office and the Strategy & Delivery Unit,… more
- M&T Bank (Hauppauge, NY)
- …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
- American Express (New York, NY)
- …and benefits. The Senior Financial Analyst will be part of the US Consumer Services Financial Planning & Analysis team within Corporate Planning & ... Analysis (CP&A) and will help drive the financial planning , reporting, and results analysis...results tracking. + Act as point of contact and advisor for business partners, analyzing trends and delivering key… more
- BMO Financial Group (New York, NY)
- …performance targets for new asset sales, joint appointments, fee-based sales, and financial planning . + Implements business development strategies to acquire new ... sales of managed products and services. + Participates in advisory committees for financial planning advisors. + Assists in the development of strategic plans.… more