Financial planning jobs in Richmond Hill, NYCreate job alerts

This position is responsible for overseeing client portfolios, executing financial planning initiatives, and ensuring smooth day-to-day operations to meet the unique needs of high-net-worth (HNW) and ...

Providing input for budget and overall planning, working within the financial constraints of allocated budget * Managing project of new technologies/services in the region related to wireless site ...

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 ...

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 ...

Strategic Planning and Advisory: * Collaborate with the CFO in developing and implementing financial strategies aligned with the company's goals. * Provide insights and recommendations to support ...

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 ...

- 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 ...

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 ...

... financial planning, budget and cash flow management, financial statement preparation, investor relations management, and financial reporting on a day-to-day basis. As our VP of Finance, you will be ...

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 ...

Under the guidance of two dedicated managers you will develop and refine an approach to programming, education, business, and financial planning that ensures your Personal Training career is as ...

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 ...

Oversee long-term budgetary planning and cost management in alignment with YAI's strategic plan; identify financial and operational opportunities for revenue maximization and expense minimization to ...

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 ...

Experience with financial planning and costs tracking preferred * Experience with project management preferred Competencies Required: * Microsoft Office Package, with high proficiency in Excel and ...

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 ...