• Advisor , Financial Planning

    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
    Cardinal Health (01/17/25)
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  • Financial Solutions Advisor

    Bank of America (Westerly, RI)
    Financial Solutions Advisor - Consumer Investments - Southeast CT. Market Branford, Connecticut;Westerly, Rhode Island; Wallingford, Connecticut; North Haven, ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
    Bank of America (01/22/25)
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  • Finance Manager - REMOTE

    Ryder System (Providence, RI)
    …Support functions for a major field operation, including Inventory Management and Control Financial Analysis and Planning , Financial Reporting, Accounts ... results to Rated (contract), Plan and/or Forecast3. Act as Financial Advisor to General Managers and teams...Managing Finance and Accounting (including Inventory Management and Control, Financial Analysis and Planning , … more
    Ryder System (01/27/25)
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  • Wealth Management Specialist-NPD

    Bank of America (Mystic, CT)
    …7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ... its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment… more
    Bank of America (01/31/25)
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  • AMP Trainee

    Raymond James Financial, Inc. (Providence, RI)
    …Description** Responsibilities: Become trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as a team candidate, the ... abreast of investment products, industry rules and regulations, and financial planning . * Performs other duties and...and practices. * Financial markets, banking, and financial data analysis and reporting. * Basic… more
    Raymond James Financial, Inc. (01/28/25)
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  • Internal Firm Tax Director

    Cherry Bekaert (West Warwick, RI)
    …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
    Cherry Bekaert (12/13/24)
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  • Director, Technology Consulting

    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
    Public Consulting Group (11/07/24)
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  • Principal Data & Analytics Strategy Consultant

    Concentrix (Providence, RI)
    …level of organization. Able to bridge business / IT gap and become a trusted advisor .​ + Perform financial analysis and modeling, as necessary. + Estimate ... following areas: analytics strategy & road mapping, data governance, analytics organization planning , data literacy, or ethics. + Proven ability to drive results,… more
    Concentrix (01/19/25)
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  • Customer Success Technical Architect

    Confluent (Providence, RI)
    …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... Proactively support customers through technical lifecycle activities such as architecture planning , cluster & security design, monitoring & automation; review &… more
    Confluent (12/12/24)
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