- Citigroup (New York, NY)
- …The Wealth Planning Specialist is a subject matter expert in financial planning and related areas, servicing high-net-worth individuals, families, and business ... owners. This role collaborates closely with financial advisors and their clients to provide education on...and all aspects of planning strategies and concepts + Microsoft Office skills including Word, Excel, and PowerPoint +… more
- Amentum (Albany, NY)
- …to prepare and process complex accounting transactions, analyze information, and create financial reports. Additionally, you will be called upon to lead projects or ... accounting principles to activities associated with maintaining ledger accounts and developing financial statements and reports. + Compile and analyze financial … more
- TD Bank (Syosset, NY)
- …liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding personal banking ... growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. This role is… more
- MUFG (New York, NY)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...your thoughts when working alongside multiple business partners. + Microsoft Suite proficiency (Excel, Word, PowerPoint) + Applicants must… more
- Compass Group, North America (New York, NY)
- …RA's Operations team to improve profitability and cash flow. **DUTIES:** + Act as financial advisor and business partner to the VP of Finance. + Manage and control ... team to produce action plans to rectify any performance issues. + Provide financial evaluation of new business and rebid proformas, working closely with the sales… more
- CVS Health (Albany, NY)
- …the Controller will be responsible for preparation and delivery of periodic financial statements for CVSH Ventures Leadership and other stakeholders. He/she will ... tax processes, journal entries / intercompany transactions, and consolidation of financial accounts for various investment strategies for inclusion in internal and… more
- JPMorgan Chase (New York, NY)
- …landscape to inform our ongoing strategy, in addition to leading ad hoc strategic financial analysis for senior management. This role is ideal for someone who enjoys ... product teams to deeply understand offerings and translate business strategy into financial projections + Prepare regular updates on revenue, pricing and the… more
- JPMorgan Chase (New York, NY)
- …partners across the bank. You will play a critical role in executing financial processes, analysis, reporting, and assisting with budget planning. This position is ... workstreams, and is passionate about driving operational excellence in a traditional financial function. This role is dynamic, offering ample opportunity for growth… more
- Cornell Cooperative Extension (New York, NY)
- The Finance Coordinator is responsible for supporting the financial functions of the Association, ensuring compliance with internal policies and external ... regulations. This role assists the Executive Director in financial strategy development, grant and contract budgeting, and overall financial management. Key… more
- Deloitte (New York, NY)
- …at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major ... you will: + Advise clients on the complex issues surrounding critical financial and economic events, and high-profile transactions + Identify opportunities for… more