- Cardinal Health (Dover, DE)
- …strategic value that influences key business decisions. **_Job Summary_** The Advisor , Financial Planning and Analysis serves as a key business partner ... **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the… more
- Cardinal Health (Dover, DE)
- **_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
- Cardinal Health (Dover, DE)
- …chain service offering. Responsibilities include month end and mid-month variance analysis and projections to forecast and budget, business case development and ... partner to business operations director(s) + Own monthly results analysis , focused on volume, rate, mix analysis ...results analysis , focused on volume, rate, mix analysis + Build cross functional businesses cases / deal… more
- PNC (DE)
- …an opportunity to contribute to the company's success. As a Business Experience Planning & Administrator Advisor Senior within PNC's Retail Lending organization, ... Detail, Analytical Thinking, Business Process Design, Data Gathering and Analysis , Effective Communications, Influencing, Planning : Tactical, Strategic, Problem… more
- M&T Bank (Bear, DE)
- …Bank customers for the high net worth segment, utilizing experts in Financial Planning , Carriers, Wholesalers in Insurance and Managed Accounts. Utilize ... partnerships in Retail, Business Banking and Wealth to increase referrals. + Provide financial planning services by advising the customer on the advantages and… more
- PNC (Wilmington, DE)
- …helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf ... position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis , Customer Engagement, Financial Analysis , Financial… more
- M&T Bank (Wilmington, DE)
- …relevant experience Certified Financial Planner (CFP(R)), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered ... on high overall satisfaction and retention. Manage client relationships and ongoing needs analysis for UHNW customers with over $50 mm in investible assets. +… more
- JPMorgan Chase (Wilmington, DE)
- …of wealth management advisor tools, including advisor desktop and planning applications + Proven experience in financial planning , wealth management, ... and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate on the...organizations. As a Senior Product Associate on the Retirement Planning Experience & Platform team, you contribute to the… more
- CBRE (Dover, DE)
- …in-depth knowledge of financial terms and principles. Reviews complex financial /business analysis and reports prepared by subordinates. Ability to analyze ... Business Development * Evaluates industry and business trends and analyzes financial performance indicators for potential impact on operations and responds with… more
- Evolent (Dover, DE)
- …with Operations Finance, Client Finance, Talent, and other teams to align financial planning with business execution. * Synthesize complex financial ... part of a centralized corporate FP&A team focused on financial intelligence, analysis , and forecasting, with a...stakeholders at all levels. * Act as a strategic advisor , building trusted relationships with business leaders and providing… more
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