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The CFO will oversee all financial operations, ensuring that the organization’s mission is supported by sound financial planning, analysis, and risk management. As a critical member of the Executive Management team, the Chief Financial Officer (CFO) will report directly to the Executive Director ...

This role will also help drive financial performance, providing strategic insights, and supporting key business decisions. The ideal candidate will have a minimum of 5 years of experience in planning ...

Provide tailored financial advice on investment strategies, retirement planning, and wealth management. * Prospect and acquire new clients to grow your book of business. * Monitor clients' financial ...

Participate in the global annual planning process and monthly forecasting process which involves financial modeling, coordinating and consolidating submissions from CFO teams as well as preparing ...

Join our Financial Planning & Analysis team as a Senior FP&A Analyst. In this role, you'll develop financial models and provide insights that drive executive decisions on budgets, capital ...

The role we're hiring for is a Financial Planner. This is a dynamic position working side-by-side ... You enjoy the planning aspect and are happy to help nurture our relationships in partnership with a ...

Senior FP&A Analyst - Hybrid - Fashion An apparel & fashion brand is seeking a Senior FP&A Analyst to join their corporate headquarters on a hybrid basis. This individual will collaborate with the ...

The FP&A Manager will assist in all aspects of the company's financial operations, gaining exposure to the full scope of operating a finance team at a high-growth startup. You will work closely with ...

The Associate Manager, Financial Planning - NYC presents financial planning seminars and webinars at the Deferred Compensation Plan Headquarters on-site location and agency work-site locations of ...

... planning tools (e.g., Vena) to enhance automation and reporting. • Identify opportunities for improving financial systems, tools, and processes to increase efficiency and control. • Lead ad hoc ...

Complete special projects, including supporting financial planning and analysis, tax and policy teams, and other internal clients. * Monitor actual and projected distribution coverage including the ...

This role will be responsible for all financial planning, analysis, reporting, and compliance, including adherence to Sarbanes-Oxley (SOX) and other relevant financial regulations. The ideal ...

... financial models for business forecasting and strategic planning. This role involves close collaboration with executive leadership, specifically the VP overseeing Finance and Operations, to drive ...

Strong command of GAAP, ERP systems, and inventory management. * Skills: Analytical prowess, leadership, and excellent communication abilities. Your Role in the Big Picture: As the Finance Controller ...

Working under the direct supervision of the Supervisor of Financial Monitoring & Planning, the Reporting and Financial Analyst develops and provides the information necessary to help ensure financial ...

Strong understanding of financial planning, investment management, and wealth management strategies; strong understanding of insurance products, coverage types, and insurance regulations

Oversee cash flow planning, investing, budgeting, and financial modeling * Manage financing strategies, as well as banking relationships * Oversee all aspects of accounting, reporting, taxes, and ...

Contribute to marketing strategy, thought leadership, and financial planning * Prepare ad hoc and recurring updates on spend and marketing performance * Support other marketing team members with ...

In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform. We also have management ...

... S4, financial planning tools (CO-PA), budgeting and forecasting software, and other financial applications. Monitor and enhance the performance of financial systems, proactively identifying and ...

Overview: We are a growing Financial Planning firm based in Midtown Manhattan, seeking a motivated and driven Junior Financial Advisor to join us. This salaried position offers an exciting ...

This person will report to the Sr. Director of Finance, and will work with others in FP&A and business groups to prepare budgets, variance analyses, and other ad-hoc reporting. Responsibilities

Proven expertise in financial planning, analysis, and compliance. * Strong leadership and communication skills. What We Offer: * Competitive salary and benefits. * Opportunity to contribute to ...

- Develop financial models to support GTM initiatives * Support and manage annual operating and budget planning * 3-statement modeling * Preparation of board and investor reporting materials * Managing ...