Trabajos financial planning en Merrick, NYCrear alertas

The Financial Planning Specialist will collaborate with our Planning Team and Senior Advisors to develop customized Financial Plans. Analyze client data to assess financial planning gaps. Consult with Advisors and planners on complex financial planning scenarios.

The Financial Planning Specialist will collaborate with our Planning Team and Senior Advisors to develop customized Financial Plans. Conduct training for planners and Advisors on financial planning topics and changes to legislature. Comprehensive knowledge of topics related to financial planning....

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...

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...

The Financial Planning Specialist will collaborate with our Planning Team and Senior Advisors to develop customized Financial Plans. This role will play a vital part in our planning process to help our clients achieve their goals by analyzing cash flow, developing retirement projections, assessin...

Analyst, FP&A will focus on high impact projects and initiatives within the Financial Planning & Analysis (FP&A) function - including the preparation and development of operating and capital budgets, forecasts, short and long-term business plans (LRP), variance, and trend analysis. This role will...

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 firms clients. This challenging role enables the Financial Planning Director to provide in-depth ...

Environmental/Asbestos Project Manager.Due to our continued growth, we are seeking an.Environmental/Asbestos Project Manager.Long Island, and lower Hudson Valley.Come join our team! We are looking to build services and capabilities through the growth of our key asset- our staff.Ranked among the n...

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...

This role is responsible for leading the financial management of the organization, ensuring accurate financial reporting, forecast and planning of the region and adherence to labor law, US GAAP, tax law, other financial regulations and groupwide company policies. Financial Planning and Strategy:....

Tax Services Manager – Financial Services Office – Customer Tax Operations and Reporting Services (CTORS): This position could be located in NY (primary), IL, CA, MA, TX, WA, NJ, CT, VA. You will work in a group environment on challenging information reporting and withholding engagements across

Conduct regular audits and internal controls to maintain the accuracy of financial records and ensure the company's financial stability. This role will report to the CFO and be responsible for general accounting, cost & inventory accounting, and financial reporting. Oversee the day-to-day financi...

This role is responsible for leading the financial management of the organization, ensuring accurate financial reporting, forecast and planning of the region and adherence to labor law, US GAAP, tax law, other financial regulations and groupwide company policies. Financial Planning and Strategy:....

Triton is seeking goal-oriented individuals with a college degree in Architecture, Engineering, or other similarly educated individuals with equivalent work experience.The candidate will be able to execute administrative and technical duties consistent providing Construction Management Consulting...

Assist the Controller with the timely and accurate preparation, analysis and presentation of all financial reports, statements and tax return filings on a monthly, quarterly and annual basis, including work-in-progress schedules. Recommend policies and procedures relating to financial and busines...

The Big Picture – Top Skills Should You Possess:.Salary range: $120,500 - $145,000 (depending on experience).Note: Client will Not accept H1’s or sponsor.What You Need to Bring to the Table/.Possess a wealth of 8+ years of surveying experience, with a preference for PLS certification.Proficiency

Insurance Claims Financial Analyst – Business Loss Consulting (Full-Time | Melville, NY). Financial Analyst specializing in insurance claim valuations. Analyze financial statements, profit and loss reports, and tax records to quantify.

The Big Picture – Top Skills Should You Possess:.Salary range: $120,500 - $145,000 (depending on experience).Note: Client will Not accept H1’s or sponsor.What You Need to Bring to the Table/.Possess a wealth of 8+ years of surveying experience, with a preference for PLS certification.Proficiency

Prepare financial forecasts and long-term planning models to guide business decisions. Friedman Vartolo LLP is seeking a highly skilled and proactive Accounting and Finance Manager to oversee the firm's financial operations and strategic planning efforts. Prepare and oversee the creation of finan...

Conduct regular audits and internal controls to maintain the accuracy of financial records and ensure the company's financial stability. This role will report to the CFO and be responsible for general accounting, cost & inventory accounting, and financial reporting. Oversee the day-to-day financi...

Ensure proper financial documentation, including proper segregation of duties, and oversight of financial processes. The ideal candidate will have a passion for supporting mission-driven work, a strong understanding of non-profit financial management, and a proven track record of using Sage Intac...

This role is responsible for leading the financial management of the organization, ensuring accurate financial reporting, forecast and planning of the region and adherence to labor law, US GAAP, tax law, other financial regulations and groupwide company policies. Proven experience in financial pl...

Job Title: Financial Analyst – Ticket Procurement. Financial Analyst – Ticket Procurement. The ideal candidate will have a strong background in financial modeling, data analysis, and market research.

The Big Picture – Top Skills Should You Possess:.Salary range: $120,500 - $145,000 (depending on experience).Note: Client will Not accept H1’s or sponsor.What You Need to Bring to the Table/.Possess a wealth of 8+ years of surveying experience, with a preference for PLS certification.Proficiency

VP, Controller – High-Growth Consumer Goods (PE-Backed).Long Island HQ | $Several Hundred M+ Global Biz.Tired of the NYC grind but still want a seat at the table? I'm partnering with a booming, private equity-backed consumer goods brand that's quietly dominating the shelves of the big box retaile...

The Big Picture – Top Skills Should You Possess:.Salary range: $120,500 - $145,000 (depending on experience).Note: Client will Not accept H1’s or sponsor.What You Need to Bring to the Table/.Possess a wealth of 8+ years of surveying experience, with a preference for PLS certification.Proficiency

The CFO will oversee all financial operations, including forecasting, budgeting, treasury, risk management, and strategic investment planning. Now Hiring: Chief Financial Officer (CFO). As a key member of our executive team, the CFO will be responsible for shaping financial strategy, enhancing op...

Triton is seeking goal-oriented individuals with a college degree in Architecture, Engineering, or other similarly educated individuals with equivalent work experience.The candidate will be able to execute administrative and technical duties consistent providing Construction Management Consulting...

Our client is a highly reputable real estate investment firm seeking a candidate with strong interpersonal skills and experience in preparing financial statements. Responsible for financial reporting on a quarterly basis. Experience with preparing financial statements.

Job Title: Financial Analyst – Ticket Procurement. Financial Analyst – Ticket Procurement. The ideal candidate will have a strong background in financial modeling, data analysis, and market research.

We are seeking a detail-oriented and organized Financial Operations Analyst to join our team at Funding Futures. This role is pivotal in supporting our daily financial operations, ensuring accurate and timely processing of merchant transactions, managing account reconciliations, and assisting wit...

Working with the Program Directors, the Project Management team, and the Project Controls team, the PCD will oversee the program for the tracking of key areas of financial reporting, including but not limited to budget, forecasted and actual commitment and spend, and other critical cost areas. Re...

The Big Picture – Top Skills Should You Possess:.Salary range: $120,500 - $145,000 (depending on experience).Note: Client will Not accept H1's or sponsor.What You Need to Bring to the Table/.Possess a wealth of 8+ years of surveying experience, with a preference for PLS certification.Proficiency ...

This position requires hands-on involvement in the monthly close cycle, preparation of financial statements, and reconciliation of bank and general ledger accounts. Assist the Controller with the timely and accurate preparation, analysis and presentation of all financial reports, statements and t...

A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.The Big Picture – Top Skills Should You Possess:.Salary range: $120,500 - $145,000 (depending on experience).Note: Client will Not accept H1’s or sponsor.What You N

Our client is a highly reputable real estate investment firm seeking a candidate with strong interpersonal skills and experience in preparing financial statements. Responsible for financial reporting on a quarterly basis. Experience with preparing financial statements.

This role is responsible for leading the financial management of the organization, ensuring accurate financial reporting, forecast and planning of the region and adherence to labor law, US GAAP, tax law, other financial regulations and groupwide company policies. Proven experience in financial pl...

Prepare financial reports supporting. Build financial models that demonstrate loss calculations for insurance submissions. Excellent written and verbal communication skills — must simplify complex financial findings for clients and adjusters.

Our client is a Civil Land Development company with great benefits and work life balance looking for a a Land Development Project Manager.Responsibilities/Top Skills/Qualifications.

We are seeking a detail-oriented and organized Financial Operations Analyst to join our team at Funding Futures. This role is pivotal in supporting our daily financial operations, ensuring accurate and timely processing of merchant transactions, managing account reconciliations, and assisting wit...

The CFO will oversee all financial operations, including forecasting, budgeting, treasury, risk management, and strategic investment planning. Support M&A due diligence and integration planning. Strength in financial strategy, modeling, and systems implementation.

Friedman Vartolo LLP is seeking a highly skilled and proactive Accounting and Finance Manager to oversee the firm’s financial operations and strategic planning efforts. Prepare financial forecasts and long-term planning models to guide business decisions. Implement improvements in accounting proc...

We are seeking a detail-oriented and organized Financial Operations Analyst to join our team at Funding Futures. This role is pivotal in supporting our daily financial operations, ensuring accurate and timely processing of merchant transactions, managing account reconciliations, and assisting wit...

Perform feasibility, energy savings, and cost-benefit financial analyses for potential ECMs.

Overview At Houston Methodist, the Vice President (VP) Finance and Chief Financial Officer (CFO) position is responsible for the organization and management of all financial matters for more than one entity, including but not limited to the operating budget, capital budget, academic budget, busin...

VP, Controller – High-Growth Consumer Goods (PE-Backed).Long Island HQ | $Several Hundred M+ Global Biz.Tired of the NYC grind but still want a seat at the table? I’m partnering with a booming, private equity-backed consumer goods brand that’s quietly dominating the shelves of the big box reta

Senior Business Analyst - Healthcare Payer & TPA Industry Experience Required.Client prefers local candidates on site but will consider remote.Business Analyst with knowledge of healthcare Payer & TPA industry and experience with premium billing, payments and contribution accounting.This role inv...

Oversee all financial functions, including accounting, financial planning and analysis (FP&A), budgeting, treasury, tax, audit, and compliance. Exceptional communication skills with the ability to present complex financial information to non-financial stakeholders. This is a high-impact, strategi...