Financial planning jobs in New York, NY - Page 7Create job alerts

The Financial Analyst will report to the Manager of Merchandise Finance and interact frequently with the Director and VP of Merchandise Finance and other key members of the buying office leadership team. COMPETENCIES: Analysis and judgment Accuracy Business Acumen Commitment Planning and Org...

We are looking for a Head of Reserving - Financial Lines and Specialty to manage the reserving process for assigned business units, conduct reserve-related projects in collaboration with other reserving leaders, and lead a team of actuaries. Comprehensive health, wellness, and financial planning ...

Draft variable insurance product prospectus language and s Legal, Paralegal, Asset Manager, Financial Planning, SEC.

Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. Sumitomo Mitsui Finance and Leasing Co. As a member of the corporate finance and planning group, the candidate w...

Conduct ongoing monitoring and testing to ensure the effective execution and sustainability of bank's adherence to all regulatory requirements (excluding Financial Crimes Compliance) and escalate any issues of non-compliance. Participate in planning, execution, and reporting of compliance assuran...

Assist with the fund and management company’s forecasting process and portions of the financial forecast model, P&L, cash flow, balance sheet, and supporting schedules/analyses. Provide support to C-level, Asset Management, and Investor Relations through financial analysis return (fund, investor,...

Additionally, Northwestern Mutual is committed to offering its Financial and Wealth Management Advisors a comprehensive compensation and benefits program which includes:. Wealth Management Advisor Track | The Tri-Harbor Financial Group - NYC. Through a distinctive and holistic planning approach, ...

We are a growing Financial Planning firm based in Midtown Manhattan, seeking a motivated and driven Junior Financial Advisor to join us. Financial Plan coordination between Advisor and Para-planner. This salaried position offers an exciting opportunity for someone looking to support three experie...

Design, configure and support all Oracle EPM modules including Planning, Financial Consolidation and Close, Profitability and Cost Management, Enterprise Data Management, Narrative Reporting, free form cubes and other related modules. Expertise across all Oracle EPM Cloud applications, including ...

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

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Provide financial planning support to clients....

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 reporting obligations to all US Government donor agencies, private foundations, partners, and the...

The Senior Financial Analyst will play a key role in supporting our global Finance team. Analyze and prepare monthly financial statements and other financial reporting. Finance support for planning analysis, including financial walks, what-if scenarios and other ad-hoc requests.

Our Talent Acquisition Team is high performing, accountable, and culture drivers. This role will report to the Director of Talent Acquisition. This role is for a one of our clients, a financial planning firm in Midtown Manhattan, hiring for a recruiting/talent acquisition professional.

Magnus Financial Group is recruiting for a dual role involving financial planning and billing that falls within the Investment Research and Trading department. The new hire will get exposure to all department responsibilities but will specifically focus on financial planning and billing. The new ...

Embed within departments to drive integrated financial-based knowledge sharing among the teams, reporting on budget variances, comparing closed periods to the budgets, evaluating overages, and reviewing data and analysis with department heads. Prepare and present data and qualitative analysis to ...

Vision Financial Group works directly with Wealth Managers to help clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. Vision Financial Group is one of the largest and most respected financial service firms in Upstate/Centr...

Hunter Douglas is seeking a motivated Senior Financial Analyst specializing in FP&A (Financial Planning and Analysis) that will be responsible various financial activities including analysis, budgeting, modeling, forecasting, consolidation, and reporting to provide decision support to Global Lead...

A key strategic partner to the CEO and Board on all fiscal matters, guiding and shaping the organization's financial planning, strategic growth opportunities, cash management, banking, financial controls, and accounting. Partner with the CEO and Executive Leadership team to assess organizational ...

Our client is an 8-figure roofing company located in Suffolk County, Long Island and is looking for a hands-on CFO that will be responsible for overseeing all financial operations of the company, including financial planning, reporting, analysis, and strategy. The CFO will work closely with the C...

Excellent communication skills, with the ability to convey financial concepts to non-financial stakeholders. Key responsibilities include preparing monthly forecast reports, supporting board presentations, analyzing financial variances, and tracking KPIs to guide strategic decision-making. The ro...

The Company is seeking a Chief Financial Officer to lead and oversee its financial operations. Preferred skills include experience with government budgeting practices, financial systems, and oversight agencies, as well as strong financial modeling, planning, and reporting skills. This includes le...

Ensure client understanding of climate analytics' technical capabilities and value in addressing ESG, regulatory, and climate-related financial disclosures. Jupiter is the global market leader in analytics for resilience planning and enterprise climate risk management. We are led by pioneers in d...

As a key member of the FP&A team, the Finance Manager will be the primary finance partner for one or more Portfolio business lines and will partner with EVPs, show directors and their teams. Emerald is seeking a Finance Manager to support our Financial Planning & Analysis team. The Finance Manage...