- Raymond James Financial, Inc. (Locust Valley, NY)
- …goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor . + Responds to inquiries from Financial ... written industry and company specific reports upon request to Financial Advisor . + Assists in development of...procedures used in the industry. + Principles of estate planning , trusts and securities industry operations. + Financial… more
- MongoDB (New York, NY)
- …MongoDB to build next-generation, AI-powered applications. MongoDB is seeking a Sr. Analyst, Financial Planning and Analysis (FP&A) to lead our Marketing ... FP&A support. You will be responsible for financial planning , forecasting, reporting, and analyzing aspects...systems. + Operate independently to prepare schedules and relevant analysis for each planning cycle and develop… more
- Amazon (New York, NY)
- …and Customers. If you are interested in risk management, compliance, and acting as a financial advisor to a organization stopping crime, this is the role for ... - 6+ years of solving complex business challenges by delivering accurate and timely financial models, analysis , and recommendations that have a proven impact on… more
- The Estee Lauder Companies (New York, NY)
- …impactful decision-making. + Provide finance expertise and guidance to brand leadership using financial planning and analysis to drive strategic alignment ... relationships with to brand leadership, serving as a strategic advisor and influencer to align on financial ...preparation of journal entries and account summaries when appropriate. ** Financial Planning and Forecasting** ** ** +… more
- MongoDB (New York, NY)
- …trust MongoDB to build next-generation, AI-powered applications. MongoDB is hiring a Director of Financial Planning and Analysis (FP&A) to lead the finance ... organization. This role involves partnering with product and engineering leaders to manage financial planning , forecasting, reporting, and analysis for key… more
- Mastercard (New York, NY)
- …Economics, or a related field; MBA or CFA preferred. * Demonstrated experience in financial planning & analysis (FP&A), business case development, or ... * Incorporate line-item data into financial models, enabling precise analysis and detailed scenario planning . * Collaborate with cross-functional teams… more
- Guardian Life (New York, NY)
- … financial professionals in identifying, positioning, and closing complex planning opportunities with affluent clients. This role partners closely with external ... suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist plays a...is measured by GDC growth within targeted segments and advisor engagement across the HNW planning continuum.… more
- M&T Bank (Buffalo, NY)
- …product line leaders, offering insights and guidance based on data trends and financial analysis . + **Data Extraction & Reporting:** Interact with various ... or financial services experience highly preferred) + Strong forecasting and financial analysis capabilities + Proficiency in Microsoft Suite of products and… more
- City National Bank (New York, NY)
- …ANALYST* WHAT IS THE OPPORTUNITY? Supports CNR client teams in delivering investment analysis and financial planning materials for high-net-worth and ... presentations. * Create and prepare customized presentations for specific advisor and client meetings * Print and bind client... planning concepts. * Strong analytical and financial analysis skills. * Ability to perform… more
- JPMorgan Chase (New York, NY)
- …facet of wealth management, including investments, lending, banking, and trust and estate planning . Our advisors help clients achieve their financial goals by ... then we have the role for you. Joining our Advisor Training Program means you will be joining a...Solutions Analysts will get involved with conducting research and analysis , using our proprietary models, assist with product development… more