- 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
- University of Massachusetts Amherst (Amherst, MA)
- … Financial Advisor Apply now (https://secure.dc4.pageuppeople.com/apply/822/gateway/default.aspx?c=apply&lJobID=524309&lJobSourceTypeID=801&sLanguage=en-us) Job ... intellectual energy of the region. Job Summary The SATF Financial Advisor will provide financial ...participation in and responsibility for the development of sound financial management policies and planning for the… more
- M&T Bank (Holyoke, MA)
- …(LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning , Managed Accounts, or insurance experience CFP ... Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing… more
- The Cigna Group (Bloomfield, CT)
- …statistical analysis and other data analytic functions + Documentation, planning and tracking of project tasks and managing timelines obtaining support from ... **Position Summary** The 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 Research… more
- Cardinal Health (Hartford, CT)
- …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 (Bloomfield, CT)
- …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
- 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
- Guardian Life (Hartford, CT)
- …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
- Air National Guard Units (East Granby, CT)
- …JOB SUMMARY: The purpose of this position is to serve as a technical advisor to local base information technology (IT) and communications users in the area of ... and plans as related to IT and communications systems. This involves planning , development, management, and enforcement of approved ANG and local information… 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
- CVS Health (Hartford, CT)
- …+ Drive the annual operating and revenue planning process + Own capacity planning that aligns with CMX financial goals + Collaborate with Revenue Leaders to ... will quickly become a trusted operating partner and strategic advisor to the CMX Leadership team, and will ensure...will ensure successful delivery of GTM, sales and revenue planning , forecasting, pipeline management, and capacity planning … more
- Deloitte (Hartford, CT)
- …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 (Hartford, CT)
- …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 (Hartford, CT)
- …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 (Hartford, CT)
- …finance, or related field. + 8+ years' experience in federal tax compliance, tax planning , tax analysis , and tax research + Experience with accounting for income ... 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 (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
- Deloitte (Hartford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates. + Managing engagement… more