Financial planner jobs in Melrose, NY - Page 4Create job alerts

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 ...

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

Prepare and analyze monthly inventory projections Qualifications: * 2+years of experience in Inventory, Allocation, or Planning * Bachelor's Degree in Finance, Business, Merchandising or related ...

... Finance and Operations ERP), Elevate HR® for D365, elevateAD® for Active Directory Automation, elevateX® for Universal Integration, elevatePAY™ for D365 Payroll and other HR-related partner ...

... planned giving. Responsibilities of the Director of Development include: Strategic Leadership ... Work closely with the Chief Financial Officer (CFO) to align the development budget with the school ...

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 ...

Federal income, international and state and local tax planning in connection with domestic and ... Among the Most Innovative Law Firms ( Financial Times ) * Ranked among 100 Most Prestigious U.S

Financial systems experience is a must, and prior experience in the insurance sector is highly desirable. Key Responsibilities: * Project Planning: Lead the creation of detailed project plans that ...

... Planning) system knowledge for core supply chain, manufacturing, services, financial and other processes of an organization highly preferred. * Ideally experience in a corporate sales and service ...

Leads strategic account planning process that develops mutual performance objectives, financial targets, and critical milestones for a one and three-year period. * Proactively assesses, clarifies ...

Partner with HR leadership, finance, legal, and other internal stakeholders in the design and ... Partner with other members of the Rewards team in managing equity award planning for the annual ...

Jefferies is a wholly-owned subsidiary of Jefferies Financial Group (NYSE: JEF), a diversified ... planning to start operations in Lat. Am., and the region is experiencing significant economic ...

Oversee entry of financial records into ERP system and other internal databases with a high degree of accuracy, organization and timeliness * Maintain accurate and detailed reconciliations of balance ...

Experience and knowledge in strategic planning, grant proposals, leadership and resource planning * Knowledge of financial, medical record system, scheduling programs and PCMH required Wages and ...

Lead teaching team in documentation, reflection and planning process to devise curriculum informed ... Support families' safety, health, financial stability, life goals, and aspirations. * Maintain ...

Event Planning and Production • Plan and execute large-scale events, such as life celebrations ... Administrative Collaboration • Work closely with the CFO and COO on various professional and ...

Direct financial experience is not a requirement, but we are looking for candidates with digital or ... Experience and skills you will bring to the team: * You're a planner and can execute: ability to ...

... and planning of the product roadmap. Key Focuses: Descriptive Analysis: Utilize descriptive ... financial, and other benefits. ZipRecruiter is proud to be an equal opportunity employer and ...

... planning, e-merchandising, best-in-class site experience, and operational support. This role ... Generate reports and weekly dashboards to measure performance and ROI against financial goals

... planning and coordinating projects, in Japan and overseas. Sojitz also invests in various sectors and conducts financing activities. The broad range of sectors in which Sojitz operations includes ...

Human Resources Generalist Our client, a mid-sized financial services consulting and investment ... planning, position restructuring, and terminations. * Create, update, and manage job descriptions ...

... particular: * ERP, EPM & business process improvement * POS E-commerce & OMS * Business ... CMO / CFO / Customer Relations or Digital Managers. * If you're keen to develop your skills in ...