- ProMedica Health System (Westerville, OH)
- …is completed prior to move-in along with tracking to screen residents for financial appropriateness Market Planning and Analysis Develops and executes ... ProMedica Senior Living Community is hiring a Senior Care Advisor - Sales and Marketing Director! The Senior Care... - Sales and Marketing Director! The Senior Care Advisor or Sales and Marketing Director is responsible to… more
- Guardian Life (Columbus, OH)
- …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 (Columbus, OH)
- …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
- Deloitte (Columbus, OH)
- …- 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
- The Hartford (Columbus, OH)
- Sr Consult Bus Data Analysis - GA07AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. ... The ideal candidate will demonstrate exceptional communication skills, experience in data analysis , and strong SQL abilities to gather required data from various… more
- Broadridge Financial Solutions (Columbus, OH)
- …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 (Columbus, OH)
- …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
- JPMorgan Chase (Columbus, OH)
- …the Chase Associate Program (CAP), Chase Leadership Development Program (CLDP), and Financial Advisor Development Track (FADT) campus programs. Our commitment is ... Have event planning and program management experience? Do you want...expense management, vendor reimbursement, close out processes, create surveys, analysis of results, and report back to PMT +… more
- Deloitte (Columbus, OH)
- …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 (Columbus, OH)
- …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
- Deloitte (Columbus, OH)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... controversy. + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates using state of… more
- Deloitte (Columbus, OH)
- …finance, or related field. + 8+ years' experience in federal tax compliance, tax planning , tax analysis , and tax research + One of the following active ... lines of service. + Acting as a trusted business advisor to clients on a variety of issues including...clients on a variety of issues including federal tax planning , accounting for income taxes, FTA (periods, methods &… more
- Deloitte (Columbus, OH)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- Deloitte (Columbus, OH)
- …Expertise in complex data analysis (specifically as it relates to financial planning ) + Demonstrated knowledge of a formal system implementation methodology; ... Our Finance & Performance team serves as a trusted advisor to CFOs, COOs, CIOs, and key executives. We...building, and maintaining Anaplan models and modules to support financial planning , budgeting, forecasting and reporting strategy… more
- Deloitte (Columbus, OH)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates. + Managing engagement… more
- Deloitte (Columbus, OH)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... management clients. You will identify complex tax issues and provide tax analysis for a variety of entities and their affiliates. Responsibilities will include:… more
- Deloitte (Columbus, OH)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Advanced degree ... federal C&I generating activities and manage and facilitate the analysis and documentation of such opportunities. This is often...developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation -… more
- Huntington National Bank (Columbus, OH)
- …and mitigating model and business risks. This role serves as a trusted advisor and subject matter expert, collaborating with stakeholders across the bank, including ... enhance evolving processes. + Resource Coordination: Utilize knowledge of strategic planning , resource allocation, and coordination of personnel and resources to… more
- Lumen (Columbus, OH)
- …closely with the public sector commercial leader. This role will be a trusted advisor driving the end to end rhythm of business and commercial program support. They ... with scorecards, analytics and insights + Lead the forecasting, budgeting, and long-range planning for public sector + Develop mid and long-range strategic plans for… more
- Western Digital (Columbus, OH)
- …to internal clients and collaborates with HR partners in the planning , development, implementation, and administration of major compensation initiatives and/or ... programs, compensation policies and practices. The ideal individual must possess strong financial modeling and excel skills, have the ability to analyze large… more