- 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
- Northrop Grumman (Melbourne, FL)
- …**onsite in our Melbourne, FL office** . The selected candidate will lead the Financial Planning & Analysis (FP&A) processes for the Division. This role requires ... a solid understanding and working knowledge of financial planning and reporting and involves day-to-day supervision, guidance, and development to a team of … more
- Citigroup (Tampa, FL)
- …RWA (CCAR) while following regulatory guidelines, working closely with risk and financial planning within Citi. It requires working on strategic initiatives ... level, and date of hire. **Most Relevant Skills** Business Acumen, Capital Planning and Management, Data Analysis, Financial Modeling, Internal Controls,… more
- Deloitte (Miami, FL)
- …consulting services to clients, focusing on the implementation and optimization of Financial Planning & Analysis (FP&A) systems. This role involves working ... software for clients. Best Practices: Design and implement best practices for financial planning , budgeting, forecasting, and reporting; generate regular and… more
- Citigroup (Miami, FL)
- …gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. + Anticipate the ... and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred. + Basic understanding of investment and financial … more
- NBC Universal (Miami, FL)
- …both Revenue and Cost pillars. This position contributes to all core financial planning and analysis activities, including budgeting, forecasting, and reporting. ... spin-off is expected to be completed during 2025. The Financial Analyst - FP&A will play a key role...Plan, Budget, Quarterly Forecasts, and Monthly Forecast. + Maintain planning templates, forecast models, and corporate reporting files in… more
- JPMorgan Chase (Orlando, FL)
- …a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will ... condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred + Bachelor's… more
- Publix (Lakeland, FL)
- …experience + Certified Public Accountant, Certified Management Accountant, Certified Corporate Financial Planning & Analysis Professional or other certifications ... control principles, including Generally Accepted Accounting Principles (GAAP) + planning and Organizing skills + financial Acumen...(GAAP) + planning and Organizing skills + financial Acumen + ability to have a broad organizational… more
- City National Bank (Tallahassee, FL)
- …High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning , investment and/or HNW economic issues (aka "continual learner") and ... an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with… more
- IQVIA (Tampa, FL)
- Job Description Summary: **Associate Director Finance Operations** Directs financial planning and accounting practices including budgeting, costing, financial ... subject matter expertise and direction for the business/function on financial and accounting issues. **Essential Functions and Responsibilities:** + Responsible… more