Financial planner jobs in Elmhurst, NYCreate job alerts

... FP&A experience, preferably with a fund manager or investment company · Understanding of financial statement preparation & review including Generally Accepted Accounting Principles (GAAP) and ...

... S4, financial planning tools (CO-PA), budgeting and forecasting software, and other financial applications. Monitor and enhance the performance of financial systems, proactively identifying and ...

Financial Plan coordination between Advisor and Para-planner * Client meetings to include joint work with top level clients; along with one on one work with existing clients * Follow Up ...

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help ...

Financial Advisor / Wealth Management Advisor Career Description: Financial Advisor Role at ... Join our team to begin honing your skills related to risk management, estate planning, debt and ...

Provide financial planning support to clients * Support investment professionals to cultivate client relationships * Prepare financial plans and check their accuracy * Sell commerical/personal ...

Our people Our Financial Professionals come from a variety of backgrounds including recent college ... Planning platform. We also have management opportunities for those wanting to advance into ...

Participate in the global annual planning process and monthly forecasting process which involves financial modeling, coordinating and consolidating submissions from CFO teams as well as preparing ...

Join our Financial Planning & Analysis team as a Senior FP&A Analyst. In this role, you'll develop financial models and provide insights that drive executive decisions on budgets, capital ...

The FP&A Manager will assist in all aspects of the company's financial operations, gaining exposure to the full scope of operating a finance team at a high-growth startup. You will work closely with ...

Contribute to marketing strategy, thought leadership, and financial planning * Prepare ad hoc and recurring updates on spend and marketing performance * Support other marketing team members with ...

Senior FP&A Analyst - Hybrid - Fashion An apparel & fashion brand is seeking a Senior FP&A Analyst to join their corporate headquarters on a hybrid basis. This individual will collaborate with the ...

This role will also help drive financial performance, providing strategic insights, and supporting key business decisions. The ideal candidate will have a minimum of 5 years of experience in planning ...

Advanced knowledge of retail math and financial planning tools, with the ability to conduct comprehensive forecasting and inventory optimization. * Experience in developing data-driven strategies ...

Complete special projects, including supporting financial planning and analysis, tax and policy teams, and other internal clients. * Monitor actual and projected distribution coverage including the ...

Proven expertise in financial planning, analysis, and compliance. * Strong leadership and communication skills. What We Offer: * Competitive salary and benefits. * Opportunity to contribute to ...

Oversee long-term budgetary planning and cost management in alignment with YAI's strategic plan; identify financial and operational opportunities for revenue maximization and expense minimization to ...

This position is responsible for overseeing client portfolios, executing financial planning initiatives, and ensuring smooth day-to-day operations to meet the unique needs of high-net-worth (HNW) and ...

... financial planning, budget and cash flow management, financial statement preparation, investor relations management, and financial reporting on a day-to-day basis. As our VP of Finance, you will be ...

Tax Estimation and Planning: Prepare estimated tax calculations for partners, ensuring timely communication of tax obligations and potential liabilities to facilitate partners' financial planning

... planning tools (e.g., Vena) to enhance automation and reporting. • Identify opportunities for improving financial systems, tools, and processes to increase efficiency and control. • Lead ad hoc ...

This responsibility includes assisting with financial plans, product assortment plans, and other retail planning strategies. What You'll Do: * Participate in strategic support of Monobrand Sales Plan ...

This person will report to the Sr. Director of Finance, and will work with others in FP&A and business groups to prepare budgets, variance analyses, and other ad-hoc reporting. Responsibilities

Must be a Certified Financial Planner. When requested by a plan participant, Associate Manager, Financial Planning will create and deliver financial plans in person, with a Financial Planning Manager ...