Financial Planning

Job DescriptionJob Description* This position is located in Norfolk, NE. Relocation or reliable commuting is required. Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship building. Support tenured Financial Advisors in all servicing of the existing...

Director of Financial Planning & Analysis CFS of New York is working with a prominent non-profit organization that is seeking an Interim Director of Financial Planning & Analysis to join their team. Operating on a hybrid schedule. About the Opportunity and Organization Extremely stable non-profit organization with operating budget over $120M Mission focuses...

Job DescriptionJob DescriptionHiring on behalf of a client for Contract 12 months RoleFinancial Planning & AnalystEperienced in Power BI , Anaplan with Insurance Industry experienceThis is a remote position.

Job DescriptionJob DescriptionHiring on behalf of a client for Contract 12 months RoleFinancial Planning & AnalystEperienced in Power BI , Anaplan with Insurance Industry experienceThis is a remote position.

Job DescriptionJob DescriptionA global manufacturer of high-tech equipment is seeking an experienced Financial Planning & Analysis Manager to join its Finance team at its headquarters location. The position reports directly to the CFO and heads-up the FP&A team. The person in this role will lead the companywide budget process and regular forecast process as...

Overview Seeking an experienced Financial Planning and Analysis (FP&A) Associate to join a top Asset Manager. The FP&A Associate will play a key role in supporting the financial planning process, providing data-driven insights, and helping guide business decisions through robust financial analysis. The ideal candidate has strong analytical skills, is...

Xanitos is seeking a Financial Planning & Analysis Manager.*Remote Position - Ideally located out of Dallas, Chicago, Boston, Los Angeles, Philadelphia or New York* Identifies reporting inconsistencies within the business units and sets standards for budgeting, performance metrics and reporting. Confirms that the financial strategies and initiatives are...

The ideal candidate would be a team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence.Would have client facing experience with a goal of either entering into a turnkey team operation for business collaboration, or possibly entertaining an exit strategy around succession planning. They...

Hudson River Trading (HRT) is looking for a Financial Planning & Analytics Lead to join our Finance & Strategy team. The Finance & Strategy team is involved in firm strategy, corporate development, planning & analysis, and special projects at HRT. This role is an exciting new opportunity to impact financial decisions at the firm. In this role, you and the...

About the company: Financial IT Analyst CFS is working with a prominent, non-profit agency who is looking for someone to join their fiscal team and support their financial systems in their Manhattan office (hybrid) Looking for someone to contribute to the efficiency and effectiveness of their financial processes and solutions by providing day-to-day...

TGRC is looking for a Financial Planning and Analysis Director to join a leading Battery Storage IPP in the U.S. The Director, of FP&A, will report to the Company’s CFO and will lead, coordinate, and consolidate the Company’s budget, forecasting, re-forecasting, and reporting processes. The Financial Planning and Analysis Director should be passionate...

Job Description Equinox is seeking a dynamic and highly motivated Senior Analyst to join our Financial Planning & Analysis team. As Senior FP&A Analyst, you will work cross-functionally with business leaders to evaluate and drive financial performance as well as assisting with strategic projects to support various initiatives. The ideal candidate will have...

Financial Analyst About the Company Working as the Financial Analyst CFS New York is currently working with a Law Firm that specializes in securities fraud in Midtown Manhattan who are looking for their next Financial Analyst to help grow the team The firm is well renowned, its attorneys have won several awards and accolades over the years and have a great...

We are working with a well-known Real Estate firm that is seeking an Auditor to join their team. The ideal candidate has 2+ years of relevant experience, and experience within the Big 4. Responsibilities: Prepare annual business plan inclusive of 5-year financial statements and presentations that reflect the key strategic initiatives for the Companys US...

Forest Hills Financial Group, a member of The Guardian Network, is looking for individuals like you to join our team as a Financial Advisor. We take an uncommon approach to financial services, focusing on longterm results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. About: As a...

Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor.We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.About:As a...

Job DescriptionJob DescriptionForest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor.  We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for...

Assist in department calling campaigns, individual financial planning sessions, seminar, and handout updates, and conducting financial planning seminars within the assigned geographic area. Responsible for staying current on all NYC Deferred Compensa Financial Planning, Associate Manager, Financial, Manager, Planning, Associate, Retail

Job Description The Manager, Financial Planning and Analysis role will own the company’s budget model and drive the company’s annual budget, budget to actual analysis, and monthly forecasting processes.  This position is also called upon to perform ad hoc analysis and provide reporting support associated with our internal and external reporting...

Job DescriptionJob DescriptionThe Opportunity:Fifth Avenue Financial is looking for a Financial Services Representative to join our team. Compensation is 100% commission, earnings are directly related to performance. Our office is located in New York, NY and candidates are expected to come into the office on hybrid basis.Job Responsibilities:Build a...