- M&T Bank (Hauppauge, NY)
- …current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of ... client base .Promote and sell the full array of financial services distributed by the Company to current and...a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree,… more
- Broadridge Financial Solutions (New York, NY)
- …initiatives, including Tax 3.0 and platform modernization. + Contribute to financial planning , forecasting, and performance monitoring. + Identify and ... in Corporate Actions, Income Processing, or related operational roles within Financial Services. + Demonstrated experience managing teams and delivering high-impact… more
- Shinda Management Corporation (Queens Village, NY)
- …spreadsheets to assist auditors in the audit process -Assists with the financial planning , forecasting and budgeting process -Oversee the Properties' year-end ... / Summary: The Accountant is responsible for ensuring that financial statements are in line with owner's requirements and...the direction of the controller, the Accountant reviews the financial reports to assure that they meet standard accounting… more
- Robert Half Finance & Accounting (New York, NY)
- …maintain the general ledger. * Manage cash flow reporting and forecasts to support financial planning . * Perform AIA billing and ensure compliance with industry ... thrives in a collaborative environment. The successful candidate will oversee financial processes, ensure accurate reporting, and work closely with project managers… more
- BankOnBuffalo (Buffalo, NY)
- …advising clients of investments, pre- and post-retirement, education funding, and financial planning . CFP or similar professional designation preferred. FINRA ... provides outstanding personalized service to their clients through the bank's premiere financial services. They are responsible for leading their team to achieve… more
- UHS (Johnson City, NY)
- …discounts, wellness rewards, mental health resources, and perks like virtual concierge, financial planning , and legal services Nurse Residency Program Details ... program + Clinical Ladder advancement and mentorship program + Financial support to receive ANCC specialty credentials + ....legal services, and identity theft protection. + Well-Being & Financial Security - From day one, PTO starts accruing… more
- City of New York (New York, NY)
- …and office escrow bank account for restitution distribution to victims. - Participate in financial planning and other budget exercises (PEGs, new needs, etc.). - ... align agency funding and projecting spending in the City Financial Management System (FMS). - Perform technical budget activities...entries and other technical budget functions in the City Financial Management System (FMS). - Serve as the lead… more
- BronxCare Health System (Bronx, NY)
- …Position Type Regular Full-Time Division BronxCare Hospital Center Min USD $79,000.00/Yr. Shift Day Shift Department : Name Financial Planning (BHCS) ... accounting and reporting functions related to the BLISS grant (.75FTE). Hospital financial tasks as assigned (.25FTE). Responsibilities - Assist in the timely… more
- Monroe Community College (Rochester, NY)
- …sessions. + Directs the development of the annual Corporate College budget and financial planning process following the LERN methodology and tracks, monitors, ... VP of EDIWS. The position responsibilities also include budget development financial reporting for the Economic and Workforce Development Center/Corporate College,… more
- Kestra Financial (Kings Park, NY)
- …of broker/dealer operations and financial services products, and basic financial planning concepts. + Previous experience in small business culture ... Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent… more