Financial planner jobs in Richmond Hill, NY - Page 6Create job alerts

Prepare tailored financial reports and analyses for clients, creating presentation materials to ... Coordinate with internal and external team members on follow-up items from the planning meetings

Client: A major global financial services network enabling advances in the payments ecosystem by ... Support assigned regional projects, which include responsibility for planning, time and cost ...

... planning and management for the relevant groups. The Practice Specialist will be part of a high ... Work with lawyers and senior members of the Practice Management team on financial performance ...

... finance, economics, and investing. Our team of career journalists covers the events and forces ... A minimum of 1-3 years of experience in ad sales, media sales, media planning or buying or a ...

You will work with the Partner Development team and the Financial Services industry marketing team ... Experience in event planning and thought leadership content development * Experience using data and ...

Communication: * Act as a liaison between the maintenance team, Account Manager, Planners ... Wellness Program - up to $250 of financial incentives * Employee Assistance Program - up to 8 free ...

About SeaChange SeaChange's mission is to serve nonprofits facing complex financial and ... Advice and Analysis: support analysis and planning projects for nonprofits and coalitions; create ...

Provide intensive, integrated professional mental health services and treatment planning in a ... Refer clients to appropriate social service agencies for financial assistance and other required ...

... wealth planning over the long term. The firm is seeking a highly experienced and strategic ... Accounting & Finance, and external Fund Administrators. The role reports to the firm's Chief ...

Our client, a financial services firm, seeks a Personal Assistant / Marketing Assistant to join the ... event planning, and follow-up * Act as gatekeeper for the MP to align his calendar and daily ...

The Accounts Payable Coordinator will be an integral part of the Finance team and will have the ... Process approved invoices into Accounts Payable module of SAP ERP system and Concur for two ...

The Financial Analyst will work with Isaac Morris systems for data analysis, perform year-over-year ... for business planning internally and with external franchise partners. • Use statistical ...

... financial services and technology firms. Through research and development initiatives in our ... Lead project management activities, including planning, execution, monitoring, and reporting

From the initial planning stages to the actual event day, this position requires a resourceful ... Creating, managing and adhering to budgets; executing them through our clear financial process and ...

... 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 ...

The ideal candidate will have robust professional experience building financial models for ... Planning/organizing- the individual possesses impressive organizational skills, prioritizes and ...

... financial services sector. Our mission is to leverage cutting-edge AI to deliver scalable ... Own the entire development lifecycle of key systems, from planning and design through to deployment ...

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 ...

Manage and analyze financial reports, drive budgeting processes, and support executive decision ... Demonstrated ability to manage capital projects from planning through completion, including vendor ...

Partner with the leadership on projects, planning, and strategy * Adhere to the policies regarding ... financial services

... IT Financing & Corporate IT team will need a Business Analyst to work on a Letter of Credit ... Update documentation, drive test planning and execution, UAT coordination and other related ...

... financial goals. If you are detail-oriented, a self-starter and have a passion for growing a ... planning. · Performs administrative support including order management, run ad hoc reports and ...

Reporting to the CEO, the Chief Operating Officer (COO) oversees the Finance and Operations team ... planning, setting goals, monitoring progress, and evaluating results to ensure achievement of ...

Finance and Administration - with support from Headquarters: * Monitor maintenance and IT expenses ... Prepare staff schedules according to operational hours and maintenance and IT planning. * Evaluate ...