- Oracle (Albany, NY)
- … excellence for OCI's largest business segments and customers. We manage P&Ls, drive financial planning and modeling, and serve as trusted partners and advisors ... to optimize business economics while supporting rapid growth. **Key Responsibilities:** Financial Planning : Support forecasting, budgeting, and long-range … more
- Bloomberg (New York, NY)
- … financial updates, annual operating plans, and other executive-level planning materials. **_Financial Modeling and Analysis_** * Build and maintain product ... Senior Financial Analyst - Terminal Business - Finance &...differentiation plans and processes. **We'll trust you to:** **_Business Planning and Strategy Development_** * Support the development and… more
- City National Bank (New York, NY)
- …clients, prospects and colleagues on a regular basis providing asset management, financial planning , and brokerage services advice. Less experienced Financial ... product sales role over a multi-year period. * Strong understanding of financial planning and the investment process including familiarity with mapping… more
- Bank of America (Buffalo, NY)
- …banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs ... client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor… more
- IBM (Armonk, NY)
- …and PCMCS * Experience building custom planning models for operational and financial planning * Expert knowledge of Calculation Manager and Business Rules ... understanding client business challenges and strategic objectives. * Drive project planning , resource allocation, and risk management efforts to achieve successful… more
- City of New York (New York, NY)
- …establishing and executing financial operations, leading budgeting and financial planning initiatives, completing and overseeing required financial ... of City Tax Levy funds and federal grant funds. The Assistant Commissioner, Financial Affairs will play a critical role at MOME by overseeing and implementing… more
- Oracle (Albany, NY)
- …Infrastructure Central Finance team, this Principal position will streamline the financial planning , reporting and performance management of the organization's ... leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and… more
- Oracle (Albany, NY)
- …of the Workload Health team are responsible for all aspects of cloud infrastructure financial planning , and modeling for a specific product family within the ... leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and… more
- KeyBank (Albany, NY)
- …Client Advisor to gain hands-on experience. + Participate in client discovery and financial planning activities including data entry and analysis. + Observe ... as a Financial Advisor. **Skills** + Analytical Skills: Ability to analyze financial data and client information to support planning and decision-making. +… more
- TD Bank (Brooklyn, NY)
- …forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will ... role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with...all new & existing clients are provided with a planning experience + Effectively implement a process to ensure… more