- Wells Fargo (New York, NY)
- …initiatives in trust and estate matters, investment management, wealth transition, and financial planning + Meet or exceed annual business development objectives ... space in a client-facing capacity + Extensive knowledge and understanding of financial and estate planning , fiduciary/trust, wealth transfer, leverage, multiple… more
- Mondelez International (East Moriches, NY)
- …career. You will bring experience and knowledge in: + TECHNICAL EXPERTISE in financial planning and performance management including analyzing, planning and ... manufacturing plant. **How you will contribute** You will: + Manage finance planning and performance management processes and related financial decisions… more
- Mount Sinai Health System (New York, NY)
- …roles. + Hands-on experience with StrataJazz highly preferred or similar enterprise financial planning software (eg, Adaptive Insights, Oracle Hyperion, Workday ... and enhancing the StrataJazz platform used for budgeting, forecasting, capital planning , and financial reporting. This role serves as a key liaison between… more
- MTA (Jamaica, NY)
- …+ Experience should include budgeting, revenue and cost analysis, report writing, and financial planning . In addition, special and technical knowledge is also ... required, as follows: + Knowledge of financial planning , analysis, forecasting, and control techniques. + Strong analytical skills. + Excellent verbal and… more
- Citigroup (New York, NY)
- …skills capabilities, raising engagement and supporting the team through change + **End-to-End Financial Planning ** : + Own and/or be a thought-leader in the ... New York may also be considered_ **Job Family Group:** Finance **Job Family:** Financial Planning & Analysis **Time Type:** Full time **Primary Location:** New… more
- Citigroup (New York, NY)
- …clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills + Respond to ... of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred + Basic understanding of investment and financial… more
- Barnes & Noble (New York, NY)
- …role in the financial success of operations by partnering with the Financial Planning Manager on budgeting, forecasting, and analysis activities across the ... organizational performance vs. benchmarks. * Seek out opportunities to improve financial planning processes, increasing process efficiency, accuracy, and… more
- US Bank (New York, NY)
- …and applicable state insurance license Preferred Qualifications + Extensive knowledge in financial planning , including but not limited to goals-based planning ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...The Wealth Management Advisor position is the investment, investment planning , and insurance products lead on the Wealth Management… more
- BlackRock (New York, NY)
- **About this role** The Fund Board Reporting & Analytics team, within BlackRock's Financial Planning & Analysis department in Finance & Strategy, is seeking a ... Economics, Mathematics or related field + 3-6 years of experience in Financial Planning & Analysis and/or a related function such as Investor Relations --… more
- Deloitte (New York, NY)
- …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