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In this role, the FP&A Lead will collaborate directly with the newly hired CFO to shape the future of the finance function and take on responsibilities that span company-wide profit and loss (P&L ...

Support Financial Advisors throughout the financial & tax planning process, incorporating products into that planning where appropriate * Analyze various estate & business documents (such as Wills ...

Lead ongoing financial planning and product forecasting for the respective portfolio. * Manage vaccines P&L by ensuring revenue, profit margins and expenses are in line with division and company ...

In this role, you'll collaborate closely with the CTO, CFO, and FP&A teams to build scalable data models, integrate cross-platform data, and support the financial insights that drive our firm ...

Sales experience * FP&A or Finance experience * MBA Finance or similiar YOU'LL LOVE WORKING HERE BECAUSE YOU CAN: * Have courageous team collaboration. Courage comes from how associates are willing ...

PMP (Professional Meeting Planner), CMP (Certified Meeting Planner), CIS, CITP, HMCC, DES ... Exposure to project planning/forecasting financial implications. 4. Prior successful experience in ...

Sax Wealth Advisors, LLC is an independent registered investment advisor offering strategic long-term financial and estate planning built on trust, integrity, and meaningful client relationships

Business Reviewed Financials i. Construction ii. Transportation iii. Retail iv. Wholesale Distribution 2. Tax Preparation a. 1065, 1120's 3. Personal Tax's & Planning a. For Business Clients This is ...

Project Strategy & Planning : Develop and implement comprehensive project plans, including scope ... KPIs, and financial metrics, and implementing improvements as needed. * Team Leadership ...

In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform. We also have management ...

Strong knowledge and hands-on experience with BPCS Manufacturing (Business Planning and Control Systems), Sales & Distribution, Financial applications & general ERP functional knowledge. * Strong ...

Facilitate goals of care and advance care planning conversations * Facilitate communication amongst ... financial health. * Paid Time Off (PTO) * Medical and Prescription Drug Insurance * Dental and ...

Work with accounting reports and financial statements * Interact with clients Qualifications ... Familiarity with trust, estate and gift tax returns and planning is a plus. * Strong PC skills ...

Individual must possess the following requirements: * BS/BA in Accounting/Finance. * ERP experience in the manufacturing industry (Toys and Stationery) * Advanced Excel skills, including pivot tables ...

... finances, facilities, and business systems. You must have experience managing a team of over 25 ... Our Operations Manager will be responsible for planning and managing the day-to-day operations of ...

Planned and ad-hoc Production release validations. * Scheduled and ad-hoc business and technical ... counts, financial impacts, business value, etc. * Creating and tuning synthetic transactions ...

This position will be responsible for daily operations and executive decision-making and planning ... Understanding of budget management and financial monitoring. * Excellent leadership skills ...

Actively participate in sales forecasting and business planning * Develop and maintain sales ... Financial services accounts or enterprise accounts * Experience with commercial, government sectors ...

Maintain executive appointment schedule by planning and scheduling meetings and conferences * Track ... Business and financial acumen, with excellent numeracy and strong commercial perspective & instinct

... Financial Services, Life Sciences etc. Position Overview: We are seeking a dynamic Manager/SR ... Strategic Planning: Develop and execute strategic plans for the split, consulting, migration, and ...

The firm specializes in tax, attestation services and compliance services for financial ... tax planning and reviewing and resolving tax notices. Most work will be done at our office in ...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.