- JPMorgan Chase (New York, NY)
- …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
- Narda-MITEQ (Hauppauge, NY)
- …are seeking a results-driven finance professional to lead and support comprehensive financial planning , analysis, and reporting activities of a multi-site ... field required with a minimum of 6 years of progressive experience in financial planning , corporate accounting, reporting, and forecasting, preferably in an… more
- Robert Half Finance & Accounting (Dobbs Ferry, NY)
- …creation and variance analysis. * Demonstrated knowledge of annual budget processes and financial planning . * Experience with financial reporting and ... teams to enhance cash flow management and minimize delays. * Provide financial guidance to executive leadership during strategic planning and decision-making… more
- University of Rochester (Rochester, NY)
- …Special Projects - As assigned, assumes responsibilities for special projects involving financial planning and analysis. - Establishes time tables and activity ... P2P. - Stays informed of system changes and upgrades as they relate to financial management and adapts new developments into planning , control and analytical… more
- Dow Jones (New York, NY)
- **About the Team:** The B2B Financial Planning & Analysis (FP&A) group is currently seeking a Senior Financial Analyst to help develop, communicate and ... units. You will also aid business partners in assessing the financial impact of their recommendations/decisions by regularly developing, analyzing and presenting… more
- KPH Healthcare Services, Inc. (East Syracuse, NY)
- **Overview** **Scope of Responsibilities:** The candidate will support the KPH Financial Planning Department and play a key role in the financial planning ... + Produce and distribute recurring and ad hoc management reports that ensure financial accuracy and timing. + Work with various department leaders (in terms of… more
- Citizens (New York, NY)
- …internal stakeholders and specialists in delivering a variety of services, including financial planning , investment management, insurance, and estate planning ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- Charles Schwab (Albany, NY)
- …the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically ... of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients...manage wealth on behalf of our clients including: Retirement Planning , Education Planning , Investment Management, Banking &… more
- Dow Jones (New York, NY)
- …seeking a Financial Analyst Intern to support our business focusing on financial planning and consolidation. You will assist with departmental and product ... target. Your analysis will aid the Senior Manager of Business Planning in assessing the financial impact of the business' decision making at a consolidated… more
- University of Rochester (Rochester, NY)
- …policies and procedures. + Keeps abreast of trends as they relate to financial management and adapts new developments into planning , control, and analytical ... processes. + As assigned, assumes responsibilities for special projects involving financial , planning , and recommending changes. Assumes responsibility for the… more