- Citigroup (New York, NY)
- …(SQL, Python, Excel) + Lead aspects of the yearly Advisor Scorecard performance planning and execution across the Private Bank, Wealth at Work and Citigold Wealth ... business partners to deliver performance reporting through performance dashboard and business planning process such monthly, quarterly business reviews. + Act as a… more
- Raymond James Financial, Inc. (New York, NY)
- …senior colleagues. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; ... Works without supervision and provides technical guidance when required on planning , organizing, prioritizing and overseeing activities to efficiently meet business… more
- Northwell Health (Melville, NY)
- …on larger, more complex or multiple products for enterprise resource planning , budgeting, data warehousing, and financial reporting. Collaborates with Finance and ... vendors to ensure products and solutions are properly supported. Provides support to ensure all products are functioning optimally, data integrity is intact and financial reports are in alignment with are produced timely and accurately. Participates in… more
- M&T Bank (Getzville, NY)
- …CAM; obtain documentation necessary for departmental audits. + Participate in planning , testing and implementing new projects, systems, products and regulatory ... changes impacting assigned CAM team(s). + Assist with providing departmental system support, coordinating with internal business partners, external vendors and Technology to address issues for assigned CAM team(s). + Understand and adhere to the Company's risk… more
- Raymond James Financial, Inc. (New York, NY)
- …through its subsidiary companies engaged primarily in investment and financial planning , in addition to capital markets and asset management. At Raymond ... James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities… more
- Highmark Health (Albany, NY)
- …based upon proposed product designs, prospective goal setting, strategic planning and implementation activities. Identify and articulate problems to management, ... steering committees and/or project sponsors. + Research and develop competitive pharmacy benefit offerings and ensure proper positioning in the marketplace. Focus on achieving optimal member experience and continued viability of the pharmacy product portfolio.… more
- conEdison (New York, NY)
- …field. **Relevant Work Experience** + At least 3 years of Financial Planning & Analysis related experience. Required + Demonstrated strong quantitative and ... presentation skills. Required + Understanding of ConEds business (eg, services provided, current events) and FP&A function (eg, objective, role, deliverables). Required + Proficient use of Microsoft Office and budgeting tools (eg, Oracle, SAP). Required +… more
- The Estee Lauder Companies (Long Island City, NY)
- …player, and learns quickly. + Assists with facilitating the RFX process by planning , analyzing and negotiating the RFX process. + Analyzing reviews RFP responses and ... then creates a side by side comparison to access the supplier capabilities. Evaluated supplier responses for completeness. + Negotiation: assist the negotiation by providing manager and business stakeholders with summarized RFP results. + Calculates, analyses… more
- HII (Syracuse, NY)
- …wellness resources; employee assistance programs; Savings Plan Options (401(k)); financial planning tools, life insurance; employee discounts; paid holidays and paid ... time off; tuition reimbursement; as well as early childhood and post-secondary education scholarships. Bonus/other non-recurrent compensation is occasionally offered for qualified positions, and if applicable to this role will be addressed by the recruiter at… more
- MUFG (New York, NY)
- …identify cross sell opportunities - Participate and present at annual account planning exercises, with expectation of understanding client share of wallet, MUFG's ... competitive advantage and ways to strike the right fit to grow cross sell - Analyze complex treasury armaments, from which you will create proposals and pricing models. - Perform routine pipeline, and detailed sales tracking - Recommend exception pricing to… more