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The Financial Analyst gathers important Company data related to key performance indicators, compiles and analyzes the data, and reports trends and issues to senior managers with a focus on increasing efficiency and profitability for strategic planning.
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Knowledge of business and management principles, including strategic planning, resource allocation, leadership technique, production methods, and coordination of people and resources. Directs credit management in extension of credit and collection of accounts receivable le claims and deductions.
Full-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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This role combines investment analysis as well as strategic financial planning support, providing an exciting opportunity to contribute to our clients' financial success. Proficiency in MS suite (Excel, Word, PowerPoint) and financial analysis/planning software.
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One-on-one strategic coaching. Your goal will be to help clients achieve their financial goals through our process and provide solutions in insurance, asset accumulation and retirement planning.
$250,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Work in collaboration with Executive team on strategic planning. Participate in planning for all events and meetings. Coordinate participation for Board of Directors’ meetings and Advisory Boards.
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About the Role: Our firm is ideally suited for the tax accountant who has worked in public accounting and is passionate about delivering high quality work, strategic tax planning advice and responsive client service.
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Collaborate with FCAS leadership to create and implement a strategy for increasing the breadth of coalition membership in alignment with the Foundation's overall strategic direction and mission, also supporting the planning and execution of related fundraising as appropriate to help ensure sustainable funding thereof.
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Ability to understand and execute strategic sales planning and methodologies. This is a remote, work-from-home role with travel up to 75%. Ability to understand and execute strategic sales planning and methodologies.
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Assist clients with fiduciary income tax planning and estate/gift tax planning, offering strategic advice to minimize tax liabilities and maximize wealth preservation. Minimum of 3-5 years of experience in fiduciary tax preparation and planning, with a focus on estates, gifts, and trusts.
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Annual compensation planning, benchmarking and analysis tools, and reporting) preferred Candidates with a Certified Employee Benefits Specialist (CEBS) or Certified Compensation Professional (CCP) designation will be given preference.
$132,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Partner with the Business Transformation Office to develop effective change management strategies to ensure the long-term success of the Finance organization’s transformation; working with members of the Business Transformation Office on the delivery of IDG strategic initiatives and assist with IDG level initiatives and activities on an as needed basis (e.g., strategic planning process.
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Background in Cash, Custody, strategic planning, or previous migration experience is a plus. Vice President Migration lead as part of the multi- year Payments, Cash, and Custody (“PCC”) strategic development program to modernize and simplify State Streets core custody technology platforms.
$160,000 a yearFull-timeExpandApply NowActive JobUpdated Today
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