- Cardinal Health (Providence, RI)
- **_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 (Boston, MA)
- Financial Solutions Advisor - Consumer Investment - Boston Market Boston, Massachusetts;Boston, Massachusetts; Boston, Massachusetts **Job Description:** At Bank ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… 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
- 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
- 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
- Guardian Life (Providence, RI)
- …strategy proposals, communicate investment product objectives, portfolio strategies, basic financial planning concepts and investment knowledge. + Manage ... 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
- KeyBank (Boston, MA)
- …a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- State of Massachusetts (Boston, MA)
- …organizations, and development partners to provide affordable housing options, financial assistance, and other support to Massachusetts communities. *_OVERVIEW OF ... Senior Policy Manager is responsible for: . Conducting policy and programmatic analysis and making recommendations on these matters to Director of Policy… more
- Deloitte (Boston, MA)
- …- 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 (Boston, MA)
- …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
- Cherry Bekaert (Boston, MA)
- …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 (Providence, RI)
- …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
- Truist (Boston, MA)
- …Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor . The annual base salary for this position is ... Demonstrated project management and coordination skills in a professional or financial services environment. Strong quantitative analysis skills. Excellent… more
- Deloitte (Boston, MA)
- …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 (Woonsocket, RI)
- …+ 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
- Bank of America (Boston, MA)
- …Sales * Referral Sales * Prospecting and Qualification * Risk Management * Financial Analysis * Customer Focus * Leadership Skills * Relationship Building ... are guided by a common purpose to help make financial lives better through the power of every connection....serving as the primary point of contact / trusted advisor and acquiring, deepening and maintaining profitable relationships. This… more
- Public Consulting Group (Providence, RI)
- …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 (Boston, MA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.… more