Financial planning analyst jobs in Massapequa, NYCreate job alerts

Financial Planning Support: · Collaborate with financial planners to gather client information and analyze financial needs. · Assist in the preparation and presentation of financial plans and ...

Collaborate closely with other departments (e.g., investment analysts, legal, and compliance teams ... of financial planning and wealth management. * Expertise in advising clients on all aspects of ...

Member Fraud Support Specialist Say Hello to Working on the Bright Side We are Jovia Financial ... Analyze and recommend enhancements to the overall fraud process to minimize risk exposure to the ...

This leadership position is responsible for overseeing all aspects of budgeting, financial planning, and analysis to support LIPA's strategic goals and efficient operations. Fostering a collaborative ...

They focus on proactive, strategic planning for clients with complex financial needs and a minimum ... Conduct research on intricate tax issues and provide analysis to support tax positions taken on ...

... financial responsibility limits, immunity, etc.) · Investigate facts to establish negligence ... analytical and decision-making skills in order to evaluate claims and make sound decisions · ...

Responsible for planning and executing the full scope of audits for a variety of businesses. * Prepare, review and analyze financial statements. * Simultaneously, scheduling, staffing and ...

Ensure compliance with IRS regulations and prioritize accuracy in handling sensitive financial ... Strong analytical and problem-solving skills to address any discrepancies or issues that may arise ...

... operations, finance, sales, and marketing, to ensure alignment and integration of supply chain ... planning. • Excellent analytical and problem-solving skills, with the ability to make data-driven ...

You should also be able to advise clients on tax planning, tax research, and tax compliance. We ... Bachelor's degree in accounting, taxation, finance, business or related field. * Certified Public ...

... analytical abilities • Strong organizational and time management skills • Tax preparation ... Financial planning for high-net-worth individuals (estates, gifting, & IRA) Why is This a Great ...

... statutory financial statements and footnotes • Manage and direct handling of Investment ... Analysis and Reporting • Business Planning and Management • Communication and Presentation ...

Our expanding Owners Representative firm is seeking a talented Project Manager with a minimum of 5 years Commercial Construction experience to join our team.New building and alteration experience is required.Our firm is not involved in single family residential construction.Only applicants with r...

Ranked among the nation's top A/E firms by Engineering News-Record, LiRo-Hill provides construction management, engineering, environmental, architectural, and program management solutions.

Our focus on combatting climate change through clean energy technology, our new net zero climate vision for 2030 and enhanced commitment to diversity, equity and inclusion; and supporting the communities we serve make this a particularly exciting time to join PSEG. The candidate shall ensure that...

Qualified candidates will have a Bachelor’s or MBA in Accounting or Finance along with experience in corporate financial planning and analysis. You will be involved in budget planning and reporting across the organization, working closely with domestic and international counterparts to gather and...

Knowledge & Experience: Creating detailed budget and variance analysis to provide greater visibility into performance Collaborating with Operations to drive improved financial results using scorecards and dashboards Experience with data mining and data analytics Experience with compensation model...

We are a Top 50 Public Accounting Firm with a great culture which has translated to highly tenured employees.With offices in OH, PA, NJ, NY and FL, we are continuing to grow strategically with the right people.Candidate must be a CPA and have a minimum of 7 years of public accounting experience s...

Bachelor's in Accounting, Finance, and/or Business Administration. Looking for a strong Finance Manager who has supervised before, or someone looking to take the step into management. Manage the Finance team to meet the team’s expectations and follow deadlines as assigned.

Our client, a leader in designing and manufacturing high-end displays for the beauty industry, is seeking a Project Manager to add to their team.If you are looking for a home to learn and grow then this could be the opportunity for you.This position is onsite 5 days a week from 8:30am - 5:30pm.En...

Knowledge of systems development methodologies and practices.

Pay Range: 96-118K JOB SUMMARY Internal Credit Review’s (ICR’s) Data Analyst position is a key contributor role on ICR’s Strategy, Operations, Analytics, and Reporting (SOAR) team responsible for provisioning, managing, and performing credit data analyses in support of ICR’s risk assessment,

This front-line management position leads their team to operational excellence. We have a sincere drive toward the goal of helping make fire and water damage "Like it never even happened®" Primary Responsibilities Manage the customer and client experience and overall customer satisfaction tracked...

With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. In this position, you will be responsible for maintaining the compr...