- Cardinal Health (Boston, MA)
- **_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 (Peabody, MA)
- Financial Advisor - Centralized, Peabody, MA Peabody, United States of America The Financial Advisor - Centralized is responsible for identifying needs, ... 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
- Bank of America (Boston, MA)
- Financial Solutions Advisor - Consumer Investment - Boston Market Boston, Massachusetts;Boston, Massachusetts; Boston, Massachusetts **Job Description:** At Bank ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- TIAA (Andover, MA)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis , Retirement Planning Selling, Sales, TIAA Products/Services… more
- The MITRE Corporation (Bedford, MA)
- …Partner Support, Treasury and Investments, Accounting and Financial Reporting, Financial Planning & Analysis , Business Analytics, Strategic Finance ... + Analyze and diagnose business drivers and variances to budget using various financial systems + Prepare and maintain direct and indirect budgets at various… more
- Deloitte (Boston, MA)
- …Enrolled Agent + Alternative Certification: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST ... do: As a Tax Senior in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will be responsible...and state deferred tax balances. Computing tax depreciation for financial forecasts, tax provision, long-range planning , and… more
- Deloitte (Boston, MA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... As a Tax Senior Manager in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will provide tax...state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning , and… more
- Deloitte (Boston, MA)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This...developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation -… more
- Harvard University (Cambridge, MA)
- …- Harvard Business Title:Senior Director of Development, Gift Planning , Faculty of Arts and SciencesSub-Unit: Salary Grade ... Qualifications: + A bachelor's degree and at least 12 years of gift planning or fundraising experience, or comparable work experience gained within the legal or… more
- Deloitte (Boston, MA)
- …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 (Boston, MA)
- …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
- Guardian Life (Boston, MA)
- …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
- KeyBank (Boston, MA)
- …a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- State of Massachusetts (Boston, MA)
- …organizations, and development partners to provide affordable housing options, financial assistance, and other support to Massachusetts communities. *_OVERVIEW OF ... Senior Policy Manager is responsible for: . Conducting policy and programmatic analysis and making recommendations on these matters to Director of Policy… more
- Deloitte (Boston, MA)
- …- 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 (Boston, MA)
- …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
- Harvard University (Cambridge, MA)
- 67565BRAuto req ID:67565BRJob Code:I0858P IT Business Analysis Prfss IV Department Office Location:USA - MA - Cambridge Business Title:Senior Business ... organizational, analytical, collaboration and communication skills. + background/expertise in financial data. + Experience + in report and solutions development… more
- Sanofi Group (Cambridge, MA)
- …Global and the hubs. Also responsible for contributing to the achievement of US financial goals by providing financial analysis and business support to ... Team. **Main Responsibilities:** + ** Financial strategy and planning ** : Lead financial planning ,...metrics and business performance indicators, act as a trusted advisor to senior management and franchise/function heads to identify… more
- AeroVironment (Wilmington, MA)
- …and maintains a three-year business and DBT solution road map to improve strategic planning + Utilizes business analysis techniques and business cases to define ... technology and the business + Serves as a "trusted advisor " to the BU and functions as a key...industry and technology trends + Conducts business process gap analysis to optimize business process towards digitalization and automation… more
- Cherry Bekaert (Boston, MA)
- …a strategic advisor , utilizing your extensive expertise in tax laws, regulations, and financial analysis to support the financial success of the firm and ... from federal and state tax authorities efficiently. **Advanced Tax Planning and Analysis ** + Lead research on...codes, and regulations, with proficiency in tax software and financial analysis tools. + Exceptional analytical skills… more