Financial planner jobs in Richmond Hill, NY - Page 5Create job alerts

Configure, customize, and maintain Salesforce applications, particularly Financial Cloud, Service ... Integrate Salesforce with other systems, such as ERP, HR, and marketing automation tools

Lead editorial planning by maintaining an editorial calendar and managing a team of writers and content creators to deliver high-quality financial content. * Implement SEO strategies to enhance ...

In this role, you will be responsible for planning and executing substantive testing to evaluate ... a diversified financial services company. The Compliance Testing & Policies Manager will ...

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 ...

... financial aid options, college choice, the actual application process, and matriculation. ● ... planning trajectory, i.e. underclassmen vs. juniors and seniors, all middle/high school age youth ...

Provide strategic financial insights to practice leaders, driving continuous improvement based on financial analysis. * Business Planning & Projects : Support performance targets, optimize resource ...

Our innovation is increasing access for millions more Americans to financial products and ... Own content calendar and planning for the brand, ensuring deadlines and deliverables are tracked ...

... 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 ...

Excellent verbal and written communication skills, with the proven ability to communicate effectively both within the Finance department and cross-functionally * Experience with accounting ERP system ...

Managing and monitoring multiple client services teams on client engagements; planning, executing ... Incorporating financial information into a proprietary financial model and conducting economic ...

Manage the financial health of accounts, including budgeting, forecasting, and profitability. Strategic Planning & Growth: * Develop and implement multi-year strategic plans for key accounts

Nearwater Capital is a rapidly growing and innovative specialty finance company headquartered in ... planning and execution, including internal and external reporting requirements * Identify and ...

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

Financial Publishing Company is seeking a Digital Marketing Assistant - Paid Media Associate for ... strategic planning, execution, trafficking, optimization and analysis of digital marketing ...

A financial firm is looking for a Head of Markets Technology Architecture to join their team in New ... Lead technical planning, definition, and design of complex features that require coordination ...

... team, and planning, deploying, and supporting client implementations of products. This is a ... This position requires prior experience supporting financial products, as well as FIX protocol

Work closely with various departments (e.g., finance, HR, logistics) to align project goals with ... Excellent planning and problem-solving skills * Ability to work in-office located in Manhattan, NY ...

... financial platform that bridges traditional finance and the digital asset economy to allow ... Campaign Execution : Assist in planning and executing marketing campaigns, including digital ads ...

... planning, and 360° campaign development to successfully drive growth. This individual is the ... Work with finance on accruals and reallocations as needed. * Ensure all campaign-related expenses ...

Facilitate creation of financial models for real estate and business ventures. * Travel Management: Arrange and oversee travel logistics, meetings, etc. * Event Planning: Organize corporate events ...

... annual planning. · Ensure SEO gets a seat at the table when it comes to digital agency of record (AOR) RFPs. · Partner with operations and finance teams to ensure profitable engagements. · ...

Liaison to finance for all department functions Requirements * 5 - 7 years of experience in Event Planning, preferably luxury retail * Prior experience managing the budget process of events from ...

Must have proactive approach to planning production schedule, taking initiative to negotiate the ... Ensure financial accuracy and timeliness by managing vendor invoices, validating details, and ...

Financial Services, Investment Management TYPE: Full-time position POSITION SUMMARY : We are ... Assists in planning and organizing events, meetings, and team-building activities * Researches and ...