- BMO Financial Group (West Palm Beach, FL)
- …delivery of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter ... and recommends enhancements; makes changes as required. + Uses an advisory-based financial planning approach to manage opportunities and relationships. +… more
- Cardinal Health (Tallahassee, FL)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and municipalities through its subsidiary companies engaged primarily in investment and financial planning , in addition to capital markets and asset management. ... **Department Overview:** Raymond James Financial is a Florida-based diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to perform and communicate feasibility studies. Manage work estimation and planning of analytical activities, which may include team resourcing, project timeframes, ... improvements. + Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching;… more
- H&R Block (Coral Springs, FL)
- …conducting virtual tax interviews that create confidence in clients + Tax planning and audit support experience + Sales and/or marketing experience What you'll ... offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate well-being… more
- Cardinal Health (Tallahassee, FL)
- …risk assessments and developing mitigation strategies. + Familiarity with integration planning and execution in M&A environments. + Excellent analytical and ... architecture and controls + M&A due diligence processes + Cost estimation and financial modeling + Regulatory compliance (eg, GDPR, HIPAA, SOX) + Project management… more
- Lumen (Tallahassee, FL)
- …the world and shape the future. **The Role** The Senior Director, Strategic Planning & Performance Management plays a pivotal role in driving clarity, alignment, and ... priorities, forecast demand and capacity, and deliver STEPN-wide performance and financial reporting. You will lead executive and internal communications, foster… more
- Anywhere Real Estate (Tampa, FL)
- …post-launch and develop a programmatic approach for ongoing partner success. * Company Financial Planning : Support the build of high-impact roadmap and viable ... **Director, Strategic Partnerships & Planning ** This role reports into an executive leader...who will help to own both external partnerships and financial modeling for our suite of companies. Successful individuals… more
- Truist (Orlando, FL)
- …current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic ... planning and overall execution of the team's value proposition...in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2.… more
- TD Bank (Jacksonville, FL)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... execute on common goals + Focuses on long term planning for functional area + Ability to process and...the divisional annual plan + Acts as lead audit advisor to management and respective teams for area of… more