- Cardinal Health (Trenton, NJ)
- **_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
- Santander US (Freehold, NJ)
- Financial Advisor - Centralized, Freehold, NJ Freehold, United States of America The Financial Advisor - Centralized is responsible for identifying ... to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a...excellent verbal and written communication. + Superior knowledge of financial analysis , risk evaluation, loan documentation +… more
- TD Bank (Jamison, PA)
- …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, ... who will be selling investment management solutions & providing financial planning guidance. A Transitional FA will...which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,… more
- Bank of America (Windsor, NJ)
- Financial Solutions Advisor - Consumer Investments - Mercer County Market Hamilton, New Jersey;Windsor, New Jersey **Job Description:** Please note that this ... met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Raymond James Financial, Inc. (Newtown, PA)
- …opening accounts and updating Client Relationship Management systems. * Develop financial plans leveraging MoneyGuidePro financial planning software. ... or complex to present financial plans with advisor 's clients. * Leverage financial advisor...as assigned. Skills: Economic and accounting principles and practices, financial markets, banking, and the analysis and… more
- UL, LLC (Princeton, NJ)
- The Senior Business/Industry Advisor position is responsible for delivering consultative solutions in support of UL Solutions' compliance and learning management ... deep expertise in computer system validation, strategic road-mapping, tactical planning , business process reengineering, system implementations, system administration, training… more
- Deloitte (Princeton, NJ)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... federal and state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning , and cash-tax planning… more
- Air National Guard Units (Mcguire AFB, NJ)
- …As an FINANCIAL MANAGER, GS-0505-13, you will: Serve as the principal financial advisor and technical expert to the Wing Commander, Senior Management Staff, ... control of financial resources. Experienced as a financial advisor and technical expert to senior...of financial services, that included budgeting, accounting, financial analysis , operational review, accounts payable, military… more
- Guardian Life (Trenton, NJ)
- …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
- Sanofi Group (Bridgewater, NJ)
- …Global and the hubs. Also responsible for contributing to the achievement of US financial goals by providing financial analysis and business support to ... Team. **Main Responsibilities:** + ** Financial strategy and planning ** : Lead financial planning ,...metrics and business performance indicators, act as a trusted advisor to senior management and franchise/function heads to identify… more
- Bristol Myers Squibb (Princeton, NJ)
- …and performance measurement skills. + Procurement process knowledge, contract management, financial analysis , market analysis , supplier analysis ... (NCM). This role is also seen as a trusted advisor to senior Commercialization stakeholders across the enterprise and...for global and market nuances as needed and deliver financial value** + Understand and capture business plans and… more
- Broadridge Financial Solutions (Trenton, NJ)
- …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 (Princeton, NJ)
- …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
- Bristol Myers Squibb (Princeton, NJ)
- …Expert in contracting and sourcing acumen. + Procurement process knowledge, agreement management, financial analysis , market analysis , supplier analysis , ... other procurement initiatives. + Assist direct reports with professional development planning and enabling flexibility across Agile Sourcing organization to foster… more
- Deloitte (Princeton, NJ)
- …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
- Public Consulting Group (Trenton, NJ)
- …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 (Princeton, NJ)
- …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 (Princeton, NJ)
- …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
- Guardian Life (Holmdel, NJ)
- …**Head of Workforce Management, Group Benefits** and will serve as a trusted advisor and subject-matter guide for intra-day and tactical workforce planning ... plans, including forecasting and analyzing headcount. You will integrate the planning process across multiple business functions in Group Benefits and consistently… more
- Deloitte (Princeton, NJ)
- …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