- Banco Popular Puerto Rico (New York, NY)
- …and product profitability. + Maintain and proactively drive improvement in existing financial planning models and processes. + Calculate commissions and conduct ... York, NY, US, 10004 Company: Popular Workplace Type: Hybrid Financial Analyst Finance & Strategic Planning The...explanations for monthly and quarterly closing. + Conduct Ad-hoc financial and business management analysis . + Prepare… more
- Alfred University (Alfred, NY)
- …Demonstrated knowledge of Accounting Principles (GAAP) and Procedures + Understanding of financial analysis , forecasting, and reporting, with the ability to ... and operating expense budgets and projections. Projections include operating budgets, full financial statements and financial ratios for multiple years. Budget… more
- CUNY (Bronx, NY)
- …and collaboratively enhances the college's financial strength through fiscal analysis , monitoring, planning , and reporting, and provides business and ... Vice President oversees six major units, including Budget and Planning . Responsible for financial planning and budgeting, developing models and forecasting… more
- SMX (Albany, NY)
- …+ Lead the development of the contract, cost, schedule and funding planning , reporting, monitoring and analysis support to the Project Manager. ... or financial management and contract interpretation, budget development, including financial data, analysis . + DoD Government contracting experience +… more
- M&T Bank (Buffalo, NY)
- …(LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning , Managed Accounts, or insurance experience CFP ... interest in mind. **Primary Responsibilities:** + *Based on individualized needs analysis , prepare recommendations for customized financial solutions to current… more
- TD Bank (New York, NY)
- …forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will ... which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,...all new & existing clients are provided with a planning experience + Effectively implement a process to ensure… more
- Camp Venture, Inc. (Nanuet, NY)
- …responsible for managing the financial health of Venture Together including financial planning , risk management, and reporting. Venture Together, Inc. is a ... responsible for managing the financial health of Venture Together including financial planning , risk management, and reporting. The CFO is a strategic… more
- TD Bank (West Babylon, NY)
- …with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need ... which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,...new & existing clients are provided with a MA Planning Experience + Effectively implement a process to ensure… more
- TD Bank (Brooklyn, NY)
- …a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA ... which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,...experience + 2+ years of selling investments & providing financial planning with a track record of… more
- St. George's University (Great River, NY)
- …federal and state financial aid programs, including Title IV regulations, needs analysis , and compliance. + Deep expertise in Banner, UC4, COD, and NSLDS; proven ... Executive Director, Financial Aid For Rocky Vista University Employees: Please...professionals. + Foster professional development opportunities, cross-training, and succession planning to build a resilient and future-ready organization. +… more