Financial Planning Expert

Job SummaryCitigroup Inc. is seeking a highly skilled Financial Planning Principal to join our team. As a key member of our Private Client Coverage group, you will be responsible for providing strategic financial planning and analysis to support the growth and success of our clients.Key ResponsibilitiesDevelop and implement financial planning strategies to...

Job SummaryPro Talent HR is seeking a highly skilled Financial Planning Analyst to join our team. As a key member of our organization, you will be responsible for providing financial planning, budgeting, and forecasting expertise to support business decisions and strategies.Key ResponsibilitiesDevelop and maintain financial models to support business...

Job SummaryInsight Financial Planning is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for cultivating relationships with new and existing clients, providing ongoing advice and service, and supporting tenured Financial Advisors in servicing existing clients.Key...

Job SummaryWe are seeking a highly skilled and experienced Wealth Planning Expert to join our team at Fidelity TalentSource LLC. As a Wealth Planning Expert, you will be responsible for providing personalized and dedicated financial planning services to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and...

Job OverviewSoHo Dragon, a leading investment bank with a strong presence in New York, is seeking a highly skilled Financial Planning & Analysis Specialist to join its team.Key ResponsibilitiesFinancial Planning and Analysis: Develop and implement efficient financial and technical reporting to support business needs, processes, projects, and ad-hoc requests...

About the RoleWe are seeking a highly skilled and experienced Chief Financial Officer to join our team at Let It Grow, Inc. As a key member of our leadership team, the CFO will play a critical role in driving the company's financial strategy and ensuring its long-term success.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and implement...

Job Title: SAP COPA COPC CCA 15yearsAt Soal Technologies Inc, we are seeking a highly experienced professional to join our team as a SAP COPA COPC CCA 15years expert. The ideal candidate will have a minimum of 15 years of experience in utilizing and configuring the SAP FICO module, with a strong focus on CO-PA, CO-PC, and CCA.Key Responsibilities:Design and...

About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our team at Customers Bank. As a key member of our financial planning team, you will play a critical role in driving business growth and profitability.Key ResponsibilitiesDevelop and maintain financial models and forecasts to inform business decisionsAnalyze financial data to...

Job Summary:Broadridge Financial Solutions, Inc. is seeking a skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in understanding and maintaining the commission database, working closely with sales executives and senior management to review commissions. You will also be responsible for understanding and...

About the RoleRoku is seeking a highly skilled FP&A Manager to join our Corporate Financial Planning team. As a key member of our team, you will be responsible for owning and managing Anaplan, our financial planning and reporting tool. This role requires a strong attention to detail, excellent problem-solving skills, and the ability to work in a fast-paced...

Blacklock Financial: A Mid-Market Generalist FirmWe are seeking a highly motivated and detail-oriented Cross-Functional Associate to join our team. As a key member of our Restructuring and M&A practice, you will have exposure to challenging and impactful projects, collaborating with experienced professionals to drive positive change and deliver measurable...

About Our ClientCreative Financial Staffing is proud to partner with a boutique investment management firm in Manhattan. This esteemed firm has been serving high-net-worth individuals for approximately 20 years, providing exceptional wealth management services.Job SummaryWe are seeking a results-driven administrative professional to support the Founder of...

Financial Planning and Analysis OpportunityCreative Financial Staffing is seeking a skilled Financial Planning and Analysis (FP&A) professional to join our team. As a FP&A Analyst, you will play a critical role in driving business growth and success.Assist in the implementation of a new budgeting software and processes, ensuring seamless data transfer...

Job OverviewSideRamp is seeking a seasoned Financial Advisor to join our team as a contract position. As a key member of our organization, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Financial Planning: Develop comprehensive financial plans for...

Financial Planning and Analysis Role =========================== **About the Company** ------------------- Creative Financial Staffing is proud to partner with a well-established apparel company in the heart of Midtown. This prominent designer, importer, and promoter of clothing has strong connections with top retailers like Nordstrom, Saks Fifth Avenue,...

Financial Planning and Analysis Expert **Key Responsibilities:** * Collaborate with cross-functional teams to develop and manage the firm's forward-looking strategic and financial plans * Analyze profit, loss, and financial resource data to inform business decisions * Work closely with financial, planning, and accounting teams to drive business...

Job Title: Senior FP&A AnalystOverview: The primary objective of this role is to deliver dependable financial insights to the executive leadership, enabling informed financial decisions for the organization. The Senior Financial Analyst will report directly to the CFO and will work in close collaboration with the CFO, CEO, and COO to assist in the...

Financial Planning and Analysis Analyst OpportunityCreative Financial Staffing is seeking a highly skilled Financial Planning and Analysis Analyst to join our team. As a Financial Planning and Analysis Analyst, you will play a critical role in supporting the company's financial planning and analysis functions.Key Responsibilities:Financial Planning and...

Financial Planning & Analysis Analyst Opportunity with a Dynamic OrganizationA well-established importer and retailer with nearly three decades of experience, thriving in a competitive landscape.Leverage technology to enhance importing workflows, generating cost efficiencies for clients.Exciting chance to be part of a company transitioning to new systems and...

Financial Planning & Analysis Analyst Opportunity with a Dynamic Organization A well-established importer and retailer with nearly three decades of experience, adapting successfully in a changing market landscape. Leverage technology to enhance importing operations, delivering cost efficiencies for clients. Excellent opportunity to be part of a company...