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Other - Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) may also be acceptable depending on the specific role and business approval. Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as cost segregation studies and tax equity financial modeling (e.g., hypothetical liquidation at book value.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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The Planner Scheduler will plan and schedule the project from FEL through the Execution phase and Commissioning phase. The Planner/Scheduler will work with the Project Management Team and Project Discipline Leads to obtain project status.
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7+ years’ experience in financial planning, analysis, and reporting. Develop assumptions-driven financial models that empower clients to forecast company performance, assess headcount and resource needs, manage runway, and plan for fundraising.
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Review all guest and meeting planner comment cards to ensure problems are identified and corrected in a timely manner. Assist in developing financial forecasts and actively participate in monthly profit/loss review meetings.
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As the event planner, attendance is also required at evening and weekend Synagogue events up to 4 hours per week. Two years prior experience as an Executive Assistance, event planner, or the equivalent.
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We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) Professional and Chartered Financial Consultant (ChFC). We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
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Series 65 and Certified Financial Planner (CFP) required, other licenses (CFA, etc) a plus. Advanced understanding of the full range of financial, tax and estate planning topics and solutions and depth of experience working with ultra high net worth and high net worth clients.
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2+ years of experience at a law firm, accounting firm, financial service organization or combination thereof. Ranked one of the top 100 top RIAs by Barron’s & Forbes and headquartered in Parsippany, New Jersey with several regional offices across the country, Summit Financial LLC is a ~$10 billion independent advisory firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years.
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Payroll Title: CFO MED CTR Department: DIRECTOR OFFICE Hiring Pay Scale $580,000 - $680,000 / Year Worksite: La Jolla Medical Center Appointment Type: Career Appointment Percent: 100% Union: Uncovered Total Openings: 1 Work Schedule: Days, 8 hrs/day, Monday-Friday #125629 Chief Financial Officer, UC San Diego Health Extended Review Date: Wed 10/11/2023 Apply Now.
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Partner with ERISA counsel and vendors to ensure compliance requirements are met or exceeded for all retirement plans including providing guidance regarding new or existing DOL and IRS regulations relating to plan audits, financial reporting, government form filings (e.g., Form 5500), funding notices (SAR/AFN) and reporting, SPD/plan amendments etc.
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Merchandise Planner, Global Merchandise Planning – Calvin Klein Apparel. The Merchandise Planner will be key partner to Global Merchandising and Global regions/ Regional channels to understand and address product opportunities and challenges.
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Additional asbestos accreditations preferred: Management Planner/Supervisor/Project Designer. This position is not eligible for an employment visa sponsorship or financial assistance for relocation.
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Our client, a major company in the energy sector, is seeking a Planner/Scheduler to work within their facilities located in Linden, NJ for a 10-month contract. Continuous liaison with Project Controls Manager and Project Management must be maintained to assure optimum utilization of information and manpower in order to satisfy project completion date.
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The Inventory Planner will assist in developing effective inventory strategies for Carrier Enterprise. The Inventory Planner will make projections and recommendations for sales marketing efforts and manage inventory to maximize profitability.
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7+ years Big 4 public accounting experience, or a combination of public and private experience in a financial reporting / technical role. Prepare and coordinate financial information contained in quarterly earnings and press releases, including coordination with the Investor Relations group.
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financial planner retirement jobs in Short Hills, NJ
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