- Cardinal Health (Boston, MA)
- **_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
- M&T Bank (Worcester, 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
- TD Bank (Quincy, MA)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... 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
- Bank of America (Wellesley, MA)
- Financial Solutions Advisor - Consumer Investments - Boston West Market Brookline, Massachusetts;Wellesley, Massachusetts; Newton, Massachusetts; Needham, ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- TIAA (Waltham, MA)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis , Retirement Planning Selling, Sales, TIAA Products/Services… more
- ThermoFisher Scientific (Waltham, MA)
- …DCP teams and Divisions, acting as a strategic advisor related to financial planning and analysis , revenue reporting and analytics, insight generation, ... highly collaborative and visible position, you will own the Digital Revenue, and financial and operational elements of our Digital Commerce Platforms P&L. With your… more
- Robert Half Finance & Accounting (Westborough, MA)
- …opportunity in the Non-Profit sector in the Westborough area, Massachusetts. The role of a Financial Planning & Analysis VP is an integral part of our ... aimed at improving business performance. * Serving as a financial advisor , contributing to decision-making processes, and...Business Analysis skills * Extensive experience in Financial Analysis * Proficiency in Forecasting and… more
- GE Aerospace (Boston, MA)
- …learning, development, and career growth opportunities. Senior leader with ownership of planning , analysis , and internal / external income statement reporting ... **Job Description** **Role Summary** Senior leader with ownership of planning , analysis , and internal / external income...and target setting + Prepare summary LRF and budget analysis + Maintain rolling Corporate financial model… more
- Deloitte (Boston, MA)
- …Enrolled Agent + Alternative Certification: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST ... do: As a Tax Senior in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will be responsible...and state deferred tax balances. Computing tax depreciation for financial forecasts, tax provision, long-range planning , and… more
- Deloitte (Boston, MA)
- …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
- Deloitte (Boston, MA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... As a Tax Senior Manager in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will provide tax...state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning , and… more
- Harvard University (Cambridge, MA)
- …Office Suite, intermediate Excel skills + Working knowledge of budget management, financial analysis , financial modeling and basic accounting principles ... projections based on analyzing and evaluating department results. Conduct monthly financial analysis , provide year-end projections, forecast future financial… more
- Deloitte (Boston, MA)
- …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
- Deloitte (Boston, MA)
- …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
- Advocates (Framingham, MA)
- …line leadership team, the Service Line Controller will play a leadership role in financial planning , analysis , and reporting for a specific service line, ... in achieving strategic fiscal objectives. 2. Serve as a financial advisor , contributing to decision-making processes and...for the service line, working in collaboration with the Financial Planning & Analysis (FP&A)… more
- Ryder System (Boston, MA)
- …range of financial management functions across various operations, providing key financial analysis , planning , and reporting to support Ryder's corporate ... knowledge on inventory metrics and reserve accruals if necessary Financial Planning & Analysis : *...for cost and productivity improvements. * Act as a financial advisor to General Managers and operational… more
- IBM (Cambridge, MA)
- …initiatives to ensure strategies deliver targeted business outcomes - Meet the planning , control, and administration of any financial activities related to ... and develops other team members. Over time, Engagement Manager should become a trusted advisor to senior software executives based on the quality and impact of their… more
- Massachusetts Port Authority (East Boston, MA)
- …* Deferred Compensation Plan (457b) with employer match * SMART Plan retirement plan advisor / financial planning * Discounted MBTA passes * Public service ... adept at transforming complex data into actionable insights. With expertise in financial modeling, business intelligence, and industry analysis , you assess… more
- Manulife (Boston, MA)
- …of financial products and services + Demonstrated knowledge of accounting, financial or investment analysis techniques + Ability to be flexible, creative ... to support all aspects of product and business development, sales and advisor /investor support, business and process management, and special research projects as… more
- Manulife (Boston, MA)
- …of financial products and services + Demonstrated knowledge of accounting, financial or investment analysis techniques + Ability to be flexible, creative ... to support all aspects of product and business development, sales and advisor /investor support, business and process management, and special research projects as… more