- Cardinal Health (St. Paul, MN)
- **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 (St. Paul, MN)
- …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
- BMO Financial Group (Minneapolis, MN)
- …Participates in the end-to-end wealth planning experience, from discovery to financial planning analysis , development of high value financial ... **Experience in financial planning required.** **CFP or similar...relationship development are met. + Acts as a trusted advisor to assigned business/group. + Assists in the development… more
- Thrivent Financial (White Bear Lake, MN)
- … financial planning software such as MoneyGuidePro along with other analysis software tools (Morningstar Advisor Workstation, Tax What If, Social Security ... The Wellspring Advisor Group is an independent financial ...movement transactions, assisting in data gathering and supporting the financial planning /advice service, invoicing, client relations, identifying… more
- Guardian Life (St. Paul, MN)
- …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
- Medtronic (Minneapolis, MN)
- …and other duties may be assigned. + Serve as a trusted financial advisor to Customer Solutions, liaising with Demand Planning , Inventory Health, and OU ... the development of financial models to support planning and scenario analysis for inventory management,...with a strong understanding of accounting principles, regulations, and financial analysis techniques. + Excellent written and… more
- KPMG (Minneapolis, MN)
- …to enhance overall capabilities Qualifications: + Minimum twelve years of recent progressive financial planning and analysis experience; preferably within a ... + Act as a change leader to advance the financial strategy of the function as well as the...of data and trends that yield accurate and predictive planning and forecasting + Deliver in-depth analysis … more
- Deloitte (Minneapolis, MN)
- …- 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
- Deloitte (Minneapolis, MN)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... providing tax compliance and consulting services including restructuring, acquisition planning , tax controversy, philanthropic tax planning , unrelated business… more
- Broadridge Financial Solutions (St. Paul, MN)
- …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
- Fairview Health Services (St. Paul, MN)
- …previous experience in strategic thinking and sequencing opportunities, value chain analysis , A3 Thinking, Standard Work, visual management systems, data analysis ... partners and cross functional areas. They appreciate the responsibility of both financial stewardship as well as equity strategy in their recommendations. This… more
- KPMG (Minneapolis, MN)
- …numbers) + Advance the financial strategy of the firm through pro-active analysis and actionable planning and forecasting; emphasis on the future (Fiscal ... as operating planning activities + Serve as a trusted business advisor for your assigned practice leaders and finance leadership; analyze key performance… more
- Deloitte (Minneapolis, MN)
- …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
- US Bank (Minneapolis, MN)
- …assigned area + Well-developed oral and written communication skills + Strong financial and competitive analysis and technical skills Proven experience ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...on emerging fraud risks + Serves as a key advisor to the line of business head regarding fraud-related… more
- Public Consulting Group (St. Paul, MN)
- …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 (Minneapolis, MN)
- …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
- Deloitte (Minneapolis, MN)
- …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
- BMO Financial Group (Minneapolis, MN)
- …or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... competitors, client needs and business growth opportunities. + Conducts independent analysis and assessment to resolve strategic issues. + Develops the business… more
- Deloitte (Minneapolis, MN)
- …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
- Polaris Industries (Medina, MN)
- …/ market share targets through long term goal alignment, low funnel demand / inventory / retail planning . The goal for the DDM is to be a trusted advisor and #1 ... goal with your dealer network + Consistent review / analysis of district and dealer KPI's, specifically for low...by offering a holistic approach to their health and financial wellbeing. Polaris is proud to offer competitive compensation,… more