- 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
- 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 ... and long-range plans. This senior finance analyst will support the preparation and analysis of key performance indicators that are presented to the Board of… more
- Oracle (Albany, NY)
- …Paid parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, ... infrastructure sector + **Advanced Quantitative Modeling:** Demonstrated expertise in complex financial and **quantitative analysis ** , specifically applied to… more