- KPH Healthcare Services, Inc. (East Syracuse, NY)
- **Overview** **Scope of Responsibilities:** The candidate will support the KPH Financial Planning Department and play a key role in the financial planning ... This senior finance analyst will support the preparation and analysis of key performance indicators that are presented to...Gouverneur, NY. **Responsibilities** **Job Responsibilities:** + Act as an advisor to KPH divisions in Budget / Forecasts /… more
- Urban League of Rochester (Rochester, NY)
- … financial strategies, managing day-to-day finance operations, and advising senior leadership on financial planning and analysis . The CFO also provides ... Audit, and Investment Committees. + Attend board and subcommittee meetings as a financial advisor . + Represent the organization on the Executive Leadership Team.… more
- Celonis (New York, NY)
- …us. **The Team:** The position of **Senior Value Engineer** is a trusted advisor helping customers achieve their strategic goals and realise significant value using ... the end-to-end value journey of our customers. You are our customers' trusted advisor and help them achieve their strategic goals and realize significant value using… more
- Bank of America (New York, NY)
- …+ Client Solutions Advisory + Financial Analysis + Financial Forecasting and Modeling + Wealth Planning **Minimum Education Requirement:** High ... and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. This… more
- CVS Health (Albany, NY)
- …cycle management of product lines/products, including purpose, definition, design, planning , development, prototyping and testing. Design thinking methodology is at ... do: + Evaluate current state to identify opportunities through customer needs, product analysis , digital data and stakeholder conversations. + Acts as the strategic … more
- Bank of America (New York, NY)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Citigroup (New York, NY)
- …relevant programming tools (SQL, Python, Excel) + Lead aspects of the yearly Advisor Scorecard performance planning and execution across the Private Bank, Wealth ... Wealth is a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele. We are dedicated to innovation,… more
- JPMorgan Chase (New York, NY)
- …responsibilities:** + **Act as a Trusted Advisor :** Serve as a key advisor to the leadership team, offering strategic financial and business management ... strategy and transformation around functions talent strategy and driving financial and business management, enabling alignment with organizational goals, and… more
- Citigroup (New York, NY)
- …+ Extensive financial management experience, including financial planning , budgeting, reporting, analytics and analysis + Excellent communication and ... a broad set of P&L goals by providing insightful analysis and strategic advice on financial business...Knowledge and experience serving as a key strategic / financial advisor and partner to executive level… more
- Raymond James Financial, Inc. (New York, NY)
- …obtained through education, experience or certification to develop affiliations with advisor and/or financial planning professionals/organizations to recruit ... to the firm. + May manage the process of advisor succession planning and counsel advisors on...operations. + Financial markets and products. + Financial analysis of businesses and FA practices,… more