- Cardinal Health (Frankfort, KY)
- **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
- Bank of America (Louisville, KY)
- Financial Solutions Advisor - Consumer Investments - Louisville Market New Albany, Indiana;Louisville, Kentucky **Job Description:** At Bank of America, we are ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Cardinal Health (Frankfort, KY)
- …investors, and others, as it relates to ESG topics.** **_Role Summary_** **The Advisor in this role will be responsible for maintaining and improving existing ESG ... social and governance (ESG) data and disclosures across the enterprise. The advisor will support all aspects of data collection, aggregation, validation, gap … more
- The Cigna Group (Louisville, KY)
- …Clinical, Local Market, other Network Analytics, etc. **Qualifications:** + 2+ years of financial analysis and planning experience with demonstrated ability ... customers that help reduce health costs, improve outcomes, provide financial security and measure/forecast business performance. The National Affordability...to perform financial analysis at macro and micro levels + Proficiency with… more
- Guardian Life (Frankfort, KY)
- …strategy proposals, communicate investment product objectives, portfolio strategies, basic financial planning concepts and investment knowledge. + Provide ... 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
- HNTB (Louisville, KY)
- …business and operational issues and report on variances from budget along with other financial analysis . Supports the division from a training standpoint on the ... business goals are achieved. Serves as the senior finance advisor within the division providing a financial ...ensure appropriate Revenue Labor Forecast is done throughout the planning cycle. + Directs, leads and develops division finance… more
- WSP USA (Louisville, KY)
- …motivated and highly skilled planner to be involved in projects with our **Transportation Planning ** Team. The Urban Planner position will work on a variety of is ... to serve as a task lead, deputy project manager, staff mentor, and trusted client advisor on multimodal projects and programs involving a wide range of planning … more
- Actalent (Louisville, KY)
- …a premium membership.Certified FinancialPlanning ServicesEmpower Advisory Group: Company-paid comprehensive financial planning is available to help youbecome ... Develop APIs and web services for data collection and analysis . + Participate in code reviews and ensure adherence...retirement ready. Work with your advisor to identify and prioritize your financial … more
- Cherry Bekaert (Louisville, KY)
- …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
- Broadridge Financial Solutions (Frankfort, KY)
- …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 (Louisville, KY)
- …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
- Deloitte (Louisville, KY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience ... 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 (Frankfort, KY)
- …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 (Louisville, KY)
- …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 (Louisville, KY)
- …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 (Louisville, KY)
- …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 (Louisville, KY)
- …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
- HCA Healthcare (Louisville, KY)
- …pet insurance and more. + Free counseling services and resources for emotional, physical and financial wellbeing + 401(k) Plan with a 100% match on 3% to 9% of pay ... elder and pet care, home and auto repair, event planning and more + Consumer discounts through Abenity and...who fulfill that role. + Serves as a faculty advisor to assist students in short-term program and goal… more
- Deloitte (Louisville, KY)
- …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 (Louisville, KY)
- …vendors. + You will prepare financial reports and forecasts and other ad-hoc financial analysis as requested. The team Deloitte Technology US (DT - US) helps ... to support Deloitte's business. Responsibilities: + Lead IT management, planning , architecture and design, engineering, deployment, operations, and maintenance of… more