- Cardinal Health (Richmond, VA)
- …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 (Richmond, VA)
- **_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 (Richmond, VA)
- …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
- Navy Federal Credit Union (Fredericksburg, VA)
- …volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. ... Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software + Understanding of economic and accounting… more
- Bank of America (Norfolk, VA)
- Financial Solutions Advisor - Consumer Investments - Virginia Beach Market Hampton, Virginia;Norfolk, Virginia **Job Description:** At Bank of America, we are ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- … financial planning analysis . Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and… more
- PNC (Mclean, VA)
- …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
- USAA (Chesapeake, VA)
- …groups, forums and key conferences (eg FS-ISAC, BPI, RSA) + Good data analysis , organizational and planning skills + Good communication skills including ... USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… more
- USAA (Chesapeake, VA)
- …insured programs), retirement benefits, plan design, experience in benefits financial analysis , metric development, benefits supplier management, regulatory ... USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… more
- USAA (Chesapeake, VA)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... **The Opportunity** As a dedicated Business Risk and Controls Advisor Senior, you will be positioned in the first...of established business controls. + Responsible for risk data analysis , report preparation and trend analysis , using… more