- IBM (Armonk, NY)
- …potentially perform assignments in a range of functions including accounting, financial planning , pricing, audit, business controls, tax, treasury, business ... of technology. Known as the "knowledge behind the numbers," Financial Analysts are considered to be trusted business advisors,...with and learn from senior management. As a trusted advisor , you will have the opportunity to demonstrate business… more
- BAE Systems (Endicott, NY)
- …support for key accounting activities such as Revenue Recognition determination, financial reporting and compliance. The role will interface regularly with ... + Act as a finance trusted business partner and advisor to the US Controls and NSS organizations. +...to the US Controls and NSS organizations. + Provide financial oversight, direction, and strategic guidance to the members… more
- IBM (New York, NY)
- …(AEP), Adobe Target, and Adobe Campaign. * Serve as a technical advisor to clients, translating business needs into Adobe-driven solutions that enhance customer ... * Guide Agile delivery teams through architecture, design reviews, sprint planning , and technical problem-solving. * Develop best practice templates, workflows,… more
- Deloitte (Jericho, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter...days per week + 5+ years' experience providing tax planning services or preparing and reviewing client work papers… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... broker/dealer operations and financial services products, and basic financial planning concepts. + Previous experience in small business culture preferred… more
- Capital One (New York, NY)
- …Diverse perspectives and experiences are valued as we work to redefine the financial sector. This role is within ESR's Technology Product Risk division, on the ... Partner with IFX & AI/ML and leverage a trusted advisor model to support business initiatives, issue management, process...with internal stakeholders + At least 6 years of Financial Services industry experience + At least 3 years… more
- Rochester Regional Health (Rochester, NY)
- …to patients and families through evaluation of social, emotional and financial needs and coordinates and facilitates appropriate resources. Communicates with third ... patients and/or family members to obtain information about social, emotional, and financial factors which impact health status. Assesses needs for progress along… more
- Aston Carter (Colonie, NY)
- …and loans; process related transactions. + Refer members to specialists for financial planning , insurance, and business services. + Support branch operations ... deliver exceptional service while building lasting relationships. You'll be the trusted advisor who guides members through their financial journey-whether it's… more
- JPMorgan Chase (New York, NY)
- …key business decisions and major change initiatives + Develop deep trust-based advisor relationships with key stakeholders and ensure client is satisfied throughout ... using spreadsheets, presentation tools and AI applications + Design and lead the planning and coordination of leadership meetings and strategic events + Lead one or… more
- JPMorgan Chase (New York, NY)
- …key business decisions and major change initiatives + Develop deep trust-based advisor relationships with key stakeholders and ensure client is satisfied throughout ... AI-powered applications to drive insights and efficiency. + Experienced in planning and leading leadership meetings, strategic events, and managing multiple client… more