- KeyBank (Tarrytown, NY)
- …team to ensure that investment advice is integrated with all aspects of clients' planning and personal goals. This position collaborates and performs as part of the ... changes consistent with investment strategy. + Maintains deep expertise in financial markets and related areas, including alternative investments and third party… more
- GE Vernova (Albany, NY)
- …company retirement contributions, as well as access to Fidelity resources and financial planning consultants. Other benefits include tuition assistance, adoption ... support and drive all supplier quality improvement initiatives including the planning , execution, CAPA follow-up and report issuance of supplier holistic audits,… more
- Sprinklr (New York, NY)
- …and motivate cross-functional teams and interact with all levels + Analysis , planning , development of requirements documents, building functional ... is a designated client resource responsible for providing technical Account planning , program management and oversight for key client initiatives and projects… more
- JPMorgan Chase (New York, NY)
- …sales teams. + Support business case development for new initiatives, including financial analysis and resource recommendations. + Streamline and coordinate ... helping to promote key initiatives. In this role, you will act as a trusted advisor and counterweight to Business and Group Heads, playing a critical part in shaping… more
- IBM (Armonk, NY)
- …potentially perform assignments in a range of functions including accounting, financial planning , pricing, audit, business controls, tax, treasury, business ... of technology. Known as the "knowledge behind the numbers," Financial Analysts are considered to be trusted business advisors,...with and learn from senior management. As a trusted advisor , you will have the opportunity to demonstrate business… more
- Amazon (New York, NY)
- …responsibilities Strategic Planning & Execution * Act as a trusted advisor to Sales Leadership and translate business needs into clear project requirements that ... across US LCS (and global locales, where applicable) Business Analysis * Synthesize complex data into actionable insights for...package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more
- MTA (New York, NY)
- …resolves multi-faceted interdepartmental and interagency issues. Provides high level critical analysis of key issues and provides policy direction. Develops and ... cost efficiency. Supports Buses Executive staff in carrying out operational analysis , executive presentations, and performance measurement. Direct all Buses hiring… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates. + Managing engagement… more
- Deloitte (New York, NY)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates. + Managing engagement… more
- JPMorgan Chase (New York, NY)
- …qualify the implications and "so whats" + Conduct research and analysis on technology trends and innovation opportunities and perform competitor/industry research ... key business decisions and major change initiatives + Develop deep trust-based advisor relationships with key stakeholders and ensure client is satisfied throughout… more