Trabajos financial planning en Deer Park, New York (NY) State

When requested by a plan participant, Associate Manager, Financial Planning will create and deliver financial plans in person, with a Financial Planning Manager present, at the headquarters location. Must be a Certified Financial Planner) Essential Functions for this role include: ...

Enhance financial models & planning processes to create effective data analytics & provide recommendations to enable quality performance management discussions & better decision-making. You will develop relationships across the organization & communicate financial information in a concise way, dr...

As part of the Business Finance Partners Function, the Financial Planning & Analysis (FP&A) team’s primary objective is to manage the Bank’s overall financial portfolio in alignment with strategy by facilitating the integrated resource planning cycle, modeling forecast impact analyses, developing...

When requested by a plan participant, Associate Manager, Financial Planning will create and deliver financial plans in person, with a Financial Planning Manager present, at the headquarters location. The Associate Manager, Financial Planning - NYC presents financial planning seminars and webinars...

The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm’s clients. This challenging role enables the Financial Planning Director to provide in-depth...

Prepare, examine, or analyze accounting records and financial statements. Review account books and accounting systems. Advanced degree in Accounting, Finance or Business related field and CPA. Advanced Excel and accounting systems knowledge. ...

With a dedication to excellence, we are looking to expand our finance team by welcoming an experienced Finance/Accounting Manager to contribute to our continued success. We are seeking a skilled and detail-oriented Finance/Accounting Manager to join our finance department. Accounting/finance expe...

Large Private Company seeking a Senior Financial Analyst to join their growing team on Long Island with Hybrid work schedule. Develop monthly forecasts of current year financial results. Develop and administer timely use-oriented financial analyses. Liaison with the NACO Business Analysts and Cor...

We are seeking a highly skilled and experienced Small Business Controller with QuickBooks experience to join our team. ...

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. As a Financial Advisor, you will:. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Build a c...

Create, maintain, and update financial databases and spreadsheets, and generate various financial reports as required. Recommend new methods and processes related to the financial analysis function and present to senior management. Participate in team efforts to improve functioning of the departm...

Act as the financial business partner to the Business Unit President and his Leadership Team. ...

Growing Service Company is looking for an experienced Accounting Operations Manager to oversee and manage the accounting and billing operations of our company. The Manager of Accounting Operations will be responsible for overseeing a team, ensuring that all transactions are accurately invoiced. T...

The Accounting Manager will oversee the accounting department, ensuring accurate and timely financial reporting, implementation of robust financial controls, and compliance with GAAP and other regulatory requirements. This role requires a strategic leader with strong technical accounting skills, ...

The Manager, Accounting Operations will lead staff and oversee the collection and reconciliation of invoices and credit transactions as well as monitor the functions in accordance with standard procedures in general accounting, accounts receivable, or related financial areas. BS degree in Finance...

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for d...

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. We have a passion to make a positive i...

We are looking for a dynamic Finance Controller who will oversee the financial operations of the organization, ensuring the accuracy of financial reporting, adherence to regulatory standards, and providing strategic financial insights to support the company's growth. ...

Are you a driven and entrepreneurial CFO with experience in helping business owners improve their business? Would you like to guide business owners in selling or buying privately held companies? Would you like to be rewarded for your skill and experience? Are you seeking a unique opportunity to c...

If this sounds like you, apply today!Responsibilities:• Be a coachable, organized team member interested in pursuing training development and educational opportunities• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financia...

A rapidly growing pharmaceutical company seeks an Assistant Controller to join it's accounting team. ...

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for d...

Exciting Opportunity for Entry-Level Financial Advisor in Melville, NYSeeking passionate individuals to join the New York Life Long Island General Office. Responsibilities:• As a New York Life Financial Professional, you will help provide families in your community with expertise, insights, and s...

As the Technical Accounting Senior Manager, you will play a key role in supporting the commercial & corporate accounting teams in their day-to-day operations & help inform management on the accounting impact of business decisions. Analyze & provide guidance on accounting & SEC reporting considera...