Financial planner jobs in Melrose, NY - Page 3Create job alerts

This role involves working alongside two other senior product designers, specifically on products that aid in the financial forecasting and content planning processes. The ideal candidate will be a ...

Develop and implement comprehensive tax planning strategies for clients with sophisticated financial portfolios, including investment partnerships, real estate holdings, and closely-held businesses

Banking/Financial, Capital Management, Change Management, Presentations, Program management ... Assist in project planning and coordination of day-to-day activities to guide delivery • ...

Knowledge of multiple aspects of Operations Planning and Supply Chain including, but not limited to, financial analysis, master data, quality requirements, manufacturing, material lead times and ...

... financial services company with operations in North America, Asia Pacific, Latin America, and the ... key planning assumptions, trade-offs, and opportunities through compelling analyses, industry ...

Demand planning This role is responsible for managing the weekly sales and order forecasts for ... Bachelor's Degree preferably in business, finance, supply chain * Hands on Forecasting experience

Develop and implement advanced financial modeling and analysis techniques to solve complex business ... Knowledge of ERP Systems (SAP / Oracle / Dynamic etc.) * Automation Experience / OCR experience ...

Reporting to the Chief Financial Officer (CFO), the Development and Grant Director is a key member ... planning. Primary Job Responsibilities/Duties: Grant Prospecting and Acquisition · Identify ...

Develop and implement AI planning systems for automated financial workflows * Drive technical decisions around model selection, fine-tuning strategies, and system architecture * Collaborate with ...

The candidate should possess extensive experience in design, estimation, planning, and development using Salesforce Financial Services Cloud within an Agile framework. Key Responsibilities: * Provide ...

... small-dollar giving, planned giving, and capital and endowment campaigns. ● Grow and ... related financial reports for the finance team, senior management, and Board. ● Develop the ...

Ensure compliance with internal controls and procedures and ensure integrity of financial reporting. * Assist with implementation, enhancement and maintenance of ERP system ensuring data integrity ...

... Planning. Oversees and coordinates the collection of pertinent Hospital data and provides ... Seek treatments that balance clinical and financial concerns with the family's needs and the ...

Strong experience with core financial and wider enterprise performance management processes (Incentive compensation management, performance reporting/analytics, planning, budgeting, and forecasting

... planning and execution of the Annual Plan, including financial and regulatory reporting to meet compliance requirements. • Conduct individual credit reviews, document findings, track issue ...

Finance and traditional planning background is also welcome. A basic understanding of statistics is key. * Essential Technical Skills: Shopify, Matrixify, GA4 and advanced Excel. * Additional ...

Manage paid search and social planning and buying activities associated with assigned accounts ... finance practices. * Provide POVs on various media in the marketplace * Assist with new business ...

Sequence is an award-winning, boutique events agency specializing in production, strategic planning, and design. We work with a mix of corporate, media, entertainment, finance, and non-profit ...

Excellent analytical and mathematical proficiency with strong business and financial analysis ... Desire to learn, grow, and develop into a future Merchandise Planner Hourly rate: $30.00 *The ...

Create and prepare investment summaries and presentations. * Assist in preparing annual Investment Budgets and Strategic Planning by collecting and analyzing financial information and researching ...

Ensure proper management and optimization of the NetSuite ERP system to support the organization's financial processes. * Contribute to the preparation and maintenance of the company's books and ...

... finance and customer success. The associate will support internal departments in inventory ... Utilize the company ERP software to manage product allocations, inventory movement and order ...

Director of Media Buying & Planning Contract Type: Full Time About Us Welcome to BritBox, the go-to ... Manage budget pacing and reconciliations with finance * Build & manage relationships with key ...

Lead monthly budget planning calls with teams, internal standup with Budget Data Analysts and weekly standup with Finance Team; ensuring there's an agenda, taking recaps with clear action items