- Cardinal Health (Trenton, NJ)
- **_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
- TD Bank (Bernardsville, NJ)
- …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 (Hillsborough, NJ)
- Financial Solutions Advisor - Consumer Investments - Central South NJ Market East Brunswick, New Jersey;Dayton, New Jersey; Hillsborough, New Jersey **Job ... met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- M&T Bank (Parsippany, NJ)
- …Bank customers for the high net worth segment, utilizing experts in Financial Planning , Carriers, Wholesalers in Insurance and Managed Accounts. Utilize ... partnerships in Retail, Business Banking and Wealth to increase referrals. + Provide financial planning services by advising the customer on the advantages and… more
- The Cigna Group (Morris Plains, NJ)
- …statistical analysis and other data analytic functions + Documentation, planning and tracking of project tasks and managing timelines obtaining support from ... **Job Summary** The Senior Research Advisor in Clinical Research will directly report to...identify new business opportunities and demonstrate the clinical and financial impact of Evernorth products and services. The Senior… more
- UL, LLC (Princeton, NJ)
- The Senior Business/Industry Advisor position is responsible for delivering consultative solutions in support of UL Solutions' compliance and learning management ... deep expertise in computer system validation, strategic road-mapping, tactical planning , business process reengineering, system implementations, system administration, training… more
- The Cigna Group (Morris Plains, NJ)
- …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
- Deloitte (Morristown, NJ)
- …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 (Morristown, NJ)
- …+ 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
- Bank of America (Iselin, NJ)
- …Client Solutions Advisory + Prospecting + Relationship Building + Risk Management + Financial Analysis + Leadership Development + Project Management + Referral ... Sr. Relationship Manager - Global Commercial Banking/Non-Bank Financial Institutions Iselin, New Jersey;Paramus, New Jersey **Job...addition to being the primary Bank advocate and key advisor to the client, the RM is accountable for… more
- Deloitte (Morristown, NJ)
- …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 (Morristown, NJ)
- …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
- WTW (Short Hills, NJ)
- …institutions, vendors, and regulatory agencies around the world. This role resides in our Financial Planning & Analysis (FP&A) Practice within Finance and ... NA business leadership team. + Act as a strategic financial advisor to the Finance Director in...+ 10+ years of progressively demonstrated experience in budgeting, planning and financial analysis , and… more
- Guardian Life (Trenton, NJ)
- …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
- Deloitte (Morristown, NJ)
- …- 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
- Sanofi Group (Bridgewater, NJ)
- …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
- Bristol Myers Squibb (Princeton, NJ)
- …and performance measurement skills. + Procurement process knowledge, contract management, financial analysis , market analysis , supplier analysis ... (NCM). This role is also seen as a trusted advisor to senior Commercialization stakeholders across the enterprise and...for global and market nuances as needed and deliver financial value** + Understand and capture business plans and… more
- Broadridge Financial Solutions (Trenton, NJ)
- …clients in person from time to time. You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and ... role, and consultation related to best practices, scalability, and advisor site outputs. This role ensures what we deliver...Solutions Analysts, and Project Managers on the technical solution planning and delivery + Participate in IT meetings as… more
- Deloitte (Morristown, NJ)
- …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
- Bristol Myers Squibb (Princeton, NJ)
- …Expert in contracting and sourcing acumen. + Procurement process knowledge, agreement management, financial analysis , market analysis , supplier analysis , ... other procurement initiatives. + Assist direct reports with professional development planning and enabling flexibility across Agile Sourcing organization to foster… more