- Cengage Group (Jacksonville, FL)
- …every day. To learn more, please see https://www.cengagegroup.com/about/inclusion-and-belonging/ . The ** Financial Planning & Analysis Manager** will play a key ... effectively with all levels. This role will report to the Vice President, Financial Planning & Analysis - School. **What you'll do here:** + Use driver based… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and municipalities through its subsidiary companies engaged primarily in investment and financial planning , in addition to capital markets and asset management. ... Friday, up to 40 hours per week. **Duties and Responsibilities** + Master financial planning software, conduct competitive analysis, and present findings to… more
- Intermountain Health (Tallahassee, FL)
- …operations data, and ad-hoc analysis processes, which are used to ensure sound financial operations and producing financial planning and analytical solutions ... measurement **Skills** + Financial Analysis + Budgeting and Financial Planning + Accounting + Spreadsheets + Decision Making + Management Reporting… more
- University of Miami (Coral Gables, FL)
- …finance teams to drive consistency and best practices.4. Assists the Asst. VP, Financial Planning & Analysis with preparing, examining, and analyzing accounting ... and implementation of capital modules and processes within the University's financial planning , modeling, and reporting tools. Continuously evaluates processes… more
- Regions Bank (Orlando, FL)
- …**Requirements** + Bachelor's degree + Eight (8) years of Wealth Strategist/ Financial Planning experience **Preferences** + Doctor of Jurisprudence degree ... in fulfilling their retirement, estate, business succession, and other financial goals. The PWS leads the wealth planning... financial goals. The PWS leads the wealth planning client experience for the PWM's wealth management team.… more
- Edward Jones (West Palm Beach, FL)
- …thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first ... with our branch teams to provide ongoing client services including holistic financial planning , tax and estate planning services via trusted 3rd parties,… more
- West Marine (Fort Lauderdale, FL)
- …the team to execute with excellence and autonomy. Financial Oversight & Capital Planning + Drive the financial planning process for all store-related ... + Financial Modeling & Business Case Development: Expertise in financial planning , ROI analysis, and building compelling financial justifications for… more
- JPMorgan Chase (Orlando, FL)
- …in Practice Management **Behaviors of Business Development, Business Management, Financial Planning , Investment Acumen, Relationship Management and Service. ... who have a wide array of abilities, investment/capital market knowledge, and financial planning experience + Foundational knowledge in a goals-based approach… more
- Citigroup (Jacksonville, FL)
- …contacts, to gain incremental wallet share of existing client base using financial planning , excellent discovery and profiling skills; segments include of ... of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred + Basic understanding of investment and financial… more
- Evolent (Tallahassee, FL)
- …with Operations Finance, Client Finance, Talent, and other teams to align financial planning with business execution. * Synthesize complex financial ... This role is part of a centralized corporate FP&A team focused on financial intelligence, analysis, and forecasting, with a strong emphasis on strategic thought… more