- Cardinal Health (Hartford, CT)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance… more
- M&T Bank (Bridgeport, CT)
- …(LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning , Managed Accounts or insurance experience CFP ... **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of… more
- KeyBank (Norwalk, CT)
- …and responsibilities of the bank and to provide well-coordinated estate, tax, and financial planning alternatives to meet client's needs. + Facilitate the ... and independently with clients and families with a broad array of estate and financial planning issues which often arise with UHNW clients (including but not… more
- The Cigna Group (Bloomfield, CT)
- The Third-Party Management (TPM) Advisor is responsible for conducting activities associated with governance, vendor and risk management, portfolio administration, ... (Print & Distribution) as well as Artificial Intelligence (AI) initiatives. The TPM Advisor is required to coordinate across these domains to ensure consistency with… more
- Cardinal Health (Hartford, CT)
- …Manages and optimizes supplier relationships and product portfolio to drive financial results, increase market share and exceed customer expectations. **_Job ... Summary_** The Advisor , Category Management has full profit-and-loss responsibility for a...category plans and innovative merchandising programs to deliver on financial objectives for the product category and ensures Cardinal… more
- RTX Corporation (Farmington, CT)
- …experience **or** in absence of a degree, 12 years of relevant experience in Financial Analysis . + Strong financial modeling, forecasting, and performance ... will move beyond traditional reporting to act as a strategic advisor -translating transformation strategy into actionable financial plans, performance insights,… more
- M&T Bank (Fairfield, CT)
- …current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of ... the client based on the analysis . + Responsible for leading the development of sales...client base .Promote and sell the full array of financial services distributed by the Company to current and… more
- Kestra Financial (Avon, CT)
- Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our ... financial planners by conducting in-depth financial analysis , preparing comprehensive financial ...field. + Minimum of 3-5 years of experience in financial planning or a related advisory role.… more
- Deloitte (Stamford, CT)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... federal and state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning , and cash-tax planning… more
- Oracle (Hartford, CT)
- …of the Workload Health team are responsible for all aspects of cloud infrastructure financial planning , and modeling for a specific product family within the ... setting. + Understand and influence investment decisions through detailed financial analysis . + Drive overall gross margin...12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary… more
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