Financial planning jobs in New York, NY - Page 8Create job alerts

JOB RESPONSIBILITIES: Financial Advisor (Remote - New York City). JOB SUMMARY: Financial Advisor - New York City. We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team.

Candidates for the CEO position should have a minimum of 10 years' progressive leadership experience, with a strong background in fundraising, operations, financial management, and strategic planning. A strategic and creative visionary, the CEO will be expected to have strong communication skills...

The Chief Financial Officer, Partner will be responsible for balancing strategic and operational expertise to drive strategic capital planning, overseeing policy planning, and ensuring continuous improvement organization-wide. Chief Financial Officer, Partner.

The Company is seeking a Vice President of Financial Planning and Reporting to join its dynamic team. Vice President, Financial Planning & Reporting. The VP will also be involved in order book management, inventory planning, and will be expected to develop and maintain effective relationships wit...

Meet Leaf Home. We turn complex home improvement projects and endless to-dos into achievements. With more than 50% of homeowners worried about the cost and effort of home maintenance, we deliver remarkable, end-to-end experiences. And get the job done right, at every step. Bringing innovative pro...

Business owner mentality with a willingness to wear multiple hats. Lead the company's data strategy, acting as the cross functional owner of data product development, partnerships, operations, and go-to-market. Support the financial business planning process including cash flow planning, fundrais...

Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market.Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage.Manages o...

Coordinate corporate real estate projects with scope that includes project management, financial analysis.Manage existing lease contracts.Lead department’s sourcing initiatives; oversee vendor contract management and expense control.Assist in premises and non-premises budget planning and expense ...

Financial Reporting & Analysis. Assist with capital planning by providing accurate financial information and analysis. Maverick-level Excel skills, with expertise in financial modeling and analysis.

Manage, review, and deliver complex security valuation component of business valuation projects for 409A, financial reporting (ASC 805), audit review support (SAS 73), and management planning purposes. Manage, mentor, and develop a team of analysts to support the Armanino complex security practic...

About Lyra Lyra is transforming mental health care through technology with a human touch to help people feel emotionally healthy at work and at home. We work with industry leaders, such as Morgan Stanley, Uber, Amgen, and other Fortune 500 companies, to improve access to effective, high-quality m...

Financial Planning and Analysis Accountant (New York, NY). Strong computer skills for using financial accounting systems, spreadsheets and other software. Ensure accuracy in recording financial transactions and events in accordance with IFRS accounting standards.

Leading Alternative Asset Manager, located in New York, NY, is seeking an individual to support the Financial Planning & Analysis (FP&A) team. Strong understanding of financial markets.

Corporate Finance, FP&A, or Strategic Finance, with demonstrated success in financial modeling, long-range planning, and investment evaluation. We are looking for a Director, Strategic Finance & Corporate FP&A. The Director of Strategic Finance & Corporate FP&A at Rokt will play ...

As the Director of Finance, you will be responsible for high-level efforts like demand and financial planning, accounting, KPI metrics and reporting, investor relations, and supporting our Board of Directors. Investor Relations and Board of Directors. Management of existing insurance policies on ...

The ideal candidate will possess extensive experience in the software industry with a solid understanding of best practices in planning and forecasting, be excited to dig-in and support next level growth and process maturity utilizing knowledge of planning/ forecasting tools, and advanced financi...

Director, Financial Planning and Analysis. As the Director, FP&A for the Cyber Data & Resilience Business, you will play a crucial role in driving the financial success of the business by providing strategic financial planning, insightful analysis and data driven recommendations. Minimum 10+

Direct all aspects of recurring and ad-hoc reporting and analysis which include but are not limited to:. Weekly sales reporting, analysis and KPIs. Monthly consolidated income statement reporting with variance analysis (vs.

Our client, a multi-faceted financial services firm, is looking for a Financial Planning & Analysis (FP&A) Analyst to join their advisory team! This is a very exciting role that will require an experienced analyst to prepare, review, and analyze expense and budgeting data and present in Exce...

Coordinate and lead the annual audit process, liaise with external auditors and the finance committee of the board of directors; assess any changes necessary. Oversee and lead annual budgeting and planning process in conjunction with the Executive Director; administer and review all financial pla...

Financial Planning & Analysis Consultant - Treasury. As the Financial Planning & Analysis Consultant, you will work in a fast paced, innovative, and collaborative environment designing and implementing capital management initiatives with a focus on improving quality and efficiency. The Finan

A multi-faceted financial services firm is looking for a Financial Planning and Analysis (FP&A) Associate to join their advisory team! This is a very exciting role that will require an experienced analyst to prepare, review, and analyze expense and budgeting data and present in Excel/Microsoft P

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 expenditures, and strategic planning.You’ll be key in forecasting, business metric reporting, and strategic fi...

Collaborate with division heads and sector leads as a business partner; learn their clients & teams, create and manage financial plans, lead regular financial reviews, identify areas of focus and improvement. Strong knowledge of financial modeling, forecasting, and budgeting techniques along wit