- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Provide a high level of support and training for the firm's financial planning applications. Participate in projects of moderate scope and complexity that ... a resource to Financial Advisors (FAs) and their assistants regarding overall Financial planning strategies. Some of the strategies may include but not… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …issues. + Creates planning alternatives using proprietary and third party software packages and provides comprehensive technical support to users of the ... Financial Advisors (FAs) and their clients regarding overall financial planning issues which may include social...and provides planning alternatives. + Use retirement planning software to help advisors evaluate retirement… more
- Sprinklr (FL)
- …documentation and workflows that build a best in class financial and business planning process to support the successful growth of the business. You will be ... Description** **What You'll Do** The Senior Vice President of Financial Planning and Analysis is a key...the future growth of the company. S/he will provide financial consulting and strategic support to senior… more
- Raymond James Financial, Inc. (Naples, FL)
- …**Skills** + Strong analytical, organizational, and communication skills. + Proficiency in financial planning software and Microsoft Office Suite. + ... designation (or progress toward) strongly preferred. **Work Experience** + 3+ years of financial planning or wealth management experience. **What We Offer** + A… more
- Raymond James Financial, Inc. (Land O' Lakes, FL)
- This position blends financial planning support with client service excellence. You'll assist advisors in preparing financial plans, managing client ... liaison between clients and advisors for service-related inquiries + Support advisors with research, data entry, and plan implementation...in Microsoft Office Suite + Proficiency in CRM and financial planning software + Exceptional… more
- Lumen (Tallahassee, FL)
- …revenue, headcount and non-headcount operating expense forecasting, budgeting, and long-range planning for the Mass Markets function. + Oversight and management of ... revenue and operating expense month-end financial reporting, variance analysis, and insights. + Partner closely with business unit executives to manage revenue and… more
- Truist (Boca Raton, FL)
- …of clients and regulators 3. Ability to translate enterprise level strategic planning information into software and data management needs, create business ... financial and operational objectives **Preferred Qualifications:** 1. Banking or financial services experience 2. Experience managing production support teams… more
- GE Vernova (West Melbourne, FL)
- …company retirement contributions, as well as access to Fidelity resources and financial planning consultants. Other benefits include tuition assistance, adoption ... Market Management System (MMS). The team includes power systems, database, software , and optimization engineers. As a Senior Electricity Market Optimization … more
- MyFlorida (Tallahassee, FL)
- …Date: 11/27/2025 Total Compensation Estimator Tool (https://compcalculator.myflorida.com/) Budget & Planning Analyst Bureau of Financial Management Florida ... Responsibilities: This position's primary responsibility is for the functions of budget, planning , financial reporting, and reconciliation for the Bureau(s) of… more
- JPMorgan Chase (Tampa, FL)
- …centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total ... DESCRIPTION: Duties: Design, develop and implement software solutions for the testing aspects. Solve business...data flows, primarily for testing modules. Participate in project planning sessions with project managers, business analysts, and team… more