- TD Bank Group (Burlington, VT)
- …details for this role. Line of Business: TD Wealth Job Description: The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for ... financial advisors or planners who will be providing financial planning guidance & selling investment management...which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,… more
- Cardinal Health (Montpelier, VT)
- **_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 (Montpelier, VT)
- …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
- TD Bank (Burlington, VT)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... financial advisors or planners who will be providing financial planning guidance & selling investment management...which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,… more
- TIAA (Williston, VT)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis , Retirement Planning Selling, Sales, TIAA Products/Services… more
- Raymond James Financial, Inc. (VT)
- …Guam, and Puerto Rico). The Transition Consultant plays a critical role in supporting financial advisors as they transition into the firm. Acting as a primary point ... This role requires strong project management skills, a deep understanding of financial services operations, and a client-focused mindset to deliver a smooth and… more
- Lumen (Montpelier, VT)
- …execution progress and coordinate course-corrections as needed to meet strategic objectives. + ** Financial Planning & Analysis :** Oversee the financial ... Exceptional strategic thinking and financial acumen. Demonstrated proficiency in long-range planning , financial modeling, and business analysis + Able to… more
- Bridgestone Americas (VT)
- …analysis and provide strategic recommendations to enhance efficiency and results. + **Lead Financial Planning & Controls:** Own the annual financial ... teams to develop and implement strategic initiatives. Serve as a trusted financial advisor , influencing data-driven operational and financial decisions.… more
- CBRE (Montpelier, VT)
- …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 (Montpelier, VT)
- …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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