- City of New York (New York, NY)
- …York City Department of Transportation, Division of Bridges, is seeking a Confidential Strategy Planner to join the Bridges Capital Finance Unit as a Capital Budget ... Analyst . Reporting directly to the Director of Capital Finance,...will be contacted. No telephone inquiries please. CONFIDENTIAL STRATEGY PLANNER - 54738 Qualifications A baccalaureate degree from an… more
- Global Foundries (Malta, NY)
- …IT (GFIT) organization, as a Project Management Office (PMO) IT Business Analyst . This internship offers hands-on experience in IT business analysis and project ... project repositories and reporting in tools like ServiceNow, Azure DevOps (ADO), or Planner + Supporting weekly and monthly status reports or other regular reporting… more
- Robert Half Finance & Accounting (Albany, NY)
- …planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: preparing reports, projections and recommendations ... duties; working directly with clients; various other duties typical of a financial planner . Requirements Qualified candidates will have a BA in business or related… more
- City of New York (New York, NY)
- Job Description Civil Service Title: Confidential Strategy Planner Job Description The Division of Bridges is seeking a seasoned professional to support its Expense ... an interview will be contacted. No telephone inquiries please. CONFIDENTIAL STRATEGY PLANNER - 54738 Qualifications A baccalaureate degree from an accredited college… more
- Publicis Groupe (New York, NY)
- …up and manage collaboration environments in Microsoft Teams + Use Microsoft Loop, Planner , Power BI, and OneNote to track actions, visualize progress, and support ... global, matrixed environment + Strong proficiency in Microsoft 365 tools: Teams, Planner , Loop, Power BI, OneNote + Comfortable leading conversations with senior… more
- Citigroup (New York, NY)
- …of the trusted advisor team including the Banker, Investment Counselor, Wealth Planner and Highland Capital representative to help provide these solutions to our ... clients.** **Responsibilities:** **Support senior financial planners by preparing, maintaining and evaluating comprehensive financial plans** **Work closely with the client advisory team (Private Bankers, Investment Counselors, and Wealth Planners) to develop… more
- Wells Fargo (New York, NY)
- …designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) strongly preferred + ... Deep experience with clients in the $25+ million net worth segment + Professional network and local market knowledge in location and location markets **Job Expectations:** + Ability to travel up to 25% of the time **Pay Range** Reflected is the base pay range… more
- KeyBank (Tarrytown, NY)
- …FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth… more