- Cardinal Health (Hartford, CT)
- **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
- Cardinal Health (Hartford, CT)
- **_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
- Cardinal Health (Hartford, CT)
- **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 (Manchester, CT)
- …can provide you more specific details for this role. **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for ... 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 (Hartford, CT)
- …to build and maintain strong and productive working relationships + Strong financial analysis and general analytical ability, including understanding and ... Understanding and experience with sophisticated concepts in general taxation and personal financial planning + Systematic, integrated and critical thinker with… more
- M&T Bank (West Hartford, CT)
- …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
- Evolent Health (Hartford, CT)
- …more connected care journey. We are hiring for a Senior Practice Performance Advisor to join our Provider Solutions/Relations Team. The Senior Practice Performance ... Advisor will partner with our local providers and act...timely and satisfactory resolution on behalf of providers Market Planning and Initiative Deployment + Collaborate with Partner Ops/Account… more
- Deloitte (Hartford, CT)
- …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
- The Salvation Army (Hartford, CT)
- …lawyers, financial planners, and other professional advisors with gift planning and additional specific financial information. + Implement donor and ... Overview Location: Divisional Headquarters, Advancement Department, Gift Planning Office (Hartford, CT) Status: Non-exempt, Full-time Hours Per Week: 35 Schedule:… more
- Deloitte (Hartford, CT)
- …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 (Hartford, CT)
- …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
- The Cigna Group (Bloomfield, CT)
- …priorities and growth strategies in areas like corporate strategy & development, financial planning & analysis , healthcare pricing, treasury/capital ... The Financial Leadership Development Program (FLDP) is one of...Development Program associate. + Act as a key trusted advisor and have a direct, quantitative impact on business… more
- Wesleyan University (Middletown, CT)
- …Director will collaborate with key individuals across campus involved in data analysis for their individual divisions including admission, financial aid, ... the University's short- and long-term decision-making regarding policy, strategic planning , and resource allocations. The Office of Institutional Research conducts… more
- Morgan Stanley (West Hartford, CT)
- …opportunities * Supports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of appropriate strategies ... opportunities identified during client visits * Engages in strategic planning with other team members on client matters *...the Complex Business Development Manager * Partners with the Financial Advisor / Private Wealth Advisor… more
- Bob's Discount Furniture (Manchester, CT)
- …Life Insurance, with the option to add Voluntary Life Insurance as well! + Financial Planning , Voluntary Legal Benefits and Wellness Plans + We already offer ... business model. This role will act as a trusted advisor to the Merchandising team to drive the strategy...team to drive the strategy and vision for assortment planning , product distortions, cost, pricing modeling and store or… more
- CVS Health (Hartford, CT)
- …a dynamic team with Finance for a Fortune 4 company! Join the Pharmacy Segment Financial Planning and Analysis team and help support the transformation of ... for our operations teams. You will be a consultative advisor to executive business leaders through analyses that support...Qualifications** + 5 or more years of experience in financial planning and analysis , consulting,… more
- Deloitte (Hartford, CT)
- …place for you! Join our team of experienced financial professionals who support financial planning and analysis for Strategic Analytics in a fast-paced ... for an exciting opportunity to be a strategic business advisor to executive leaders? If so, Deloitte could be...across large teams The team and the role The Financial Planning & Analysis (FP&A)… more
- The Hartford (Hartford, CT)
- AVP Fin Analysis Rptg - FF05AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working ... priorities and projects; defining, managing, and driving the monthly/quarterly/annual financial accounting close and reporting process for various areas; ensuring… more
- Broadridge Financial Solutions (Hartford, CT)
- …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 (Hartford, CT)
- …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