- Kestra Financial (Novi, MI)
- …+ Maintain client information in CRM database (Redtail) + Data input for Financial Planning software system (Goals-Based Analysis and E-Money) + Other ... and via phone, identifying potential benefits and services to enhance client's financial relationships. + Has regular contact with clients regarding accounts, and… more
- Kestra Financial (Avon, CT)
- …to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will ... have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning , and retirement planning . They will work… more
- Hantz Group (Grandville, MI)
- …on what's most important for their families. Areas of Focus: + Asset Management + Financial Planning and Retirement + Insurance + Tax Strategy and Planning ... Planning + Property and Casualty Insurance The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one's financial situation… more
- Google (Mountain View, CA)
- …quantitative field, or equivalent practical experience. + 4 years of experience in financial planning and analysis (FP&A), consulting, or a related function, or ... an advanced degree. **Preferred qualifications:** + Experience in financial planning , budgeting and forecasting. + Ability to be organized, strategically… more
- Oracle (Oklahoma City, OK)
- …Paid parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, ... components, identifying trends, risks, and opportunities + Develop and maintain robust financial models for hardware demand planning , ensuring alignment with… more
- USAA (Phoenix, AZ)
- …the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational ... of actual and projected financial documents. + Leads the financial planning , forecasting, and stress testing impact analysis processes for the line of… more
- Wright-Patt Credit Union Inc. (Huber Heights, OH)
- …on investment and insurance products. + Conducts educational seminars related to financial planning topics. + Coaching and developing the Financial ... 3 months of employment. + Demonstrated ability to learn and comprehend sophisticated financial planning concepts. + Demonstrated ability to learn and adhere to… more
- City of Detroit (Detroit, MI)
- …as well as with the pension plan's finance function on accounting and audits. Financial Planning and Analysis consists of three main areas: (1) performing the ... annual and long-term financial planning processes, including project management responsibilities, development and analysis of budgets and forecasts, and design… more
- Federal Reserve Bank (Cleveland, OH)
- …and our YouTube channel - Cleveland Fed As a more senior member of the Financial Planning and Analysis (FP&A) or Treasury Services Finance team, plays a key ... level of knowledge of FP&A or Treasury Services Finance function operations, financial planning and analysis and accounting concepts and building effective… more
- Merck (Wilson, NC)
- …Capital Management, Capital Planning , Cash Management, Communication, Corporate Financial Planning and Analysis (FP&A), Data Analytics, Data Visualization, ... of financial activities at the Wilson site. This includes providing financial oversight for production operations, leading capital planning process and… more