Financial Planning Assistant

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...

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...

About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm, established in 2018. With a rich history dating back to 1882, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout...

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...

Position OverviewDEPARTMENT: Office of Budget ReviewUNIT: Expense Budget, Cashflow Reporting, and Budget PublicationsJOB TITLE: Assistant AnalystCONTROL CODE: BCC-24-03SUMMARY:The Office of Management and Budget (OMB) serves as the primary financial authority for the City government. The team of analysts and specialists within OMB is responsible for...

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...

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...

FP&A Analyst OpportunityCreative Financial Staffing is seeking a highly skilled FP&A Analyst to join our team. As a key member of our finance team, you will be responsible for assisting with the implementation of a new budget software and processes, as well as preparing accurate monthly financial reports.Key Responsibilities:Assist in the implementation of a...

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 RoleGlobal Atlantic Financial Group is seeking a highly skilled Financial Planning and Analysis professional to join our team in New York. As a key member of our Financial Planning and Analysis team, you will be responsible for providing dedicated finance support to our Investment Office.Key Responsibilities:Deliver timely and...

About Simon Quick AdvisorsSimon Quick Advisors is an independent, employee-owned Registered Investment Advisor (RIA) that offers comprehensive financial planning solutions for affluent families, business owners, and executives. We provide tailored strategies built around individual needs, preferences, risk tolerances, objectives, and tax considerations.Our...

About Simon Quick AdvisorsSimon Quick Advisors is an independent, employee-owned Registered Investment Advisor (RIA) that provides holistic financial planning solutions for affluent families, business owners, and executives.We offer sophisticated strategies tailored to individual needs, preferences, risk tolerances, objectives, and tax considerations.Our...

Financial Planning and Analysis Director OpportunityCreative Financial Staffing is working with a prominent non-profit organization seeking an Interim Director of Financial Planning and Analysis to join their team.About the OrganizationStable non-profit organization with an operating budget over $120MMission focuses on community, education, family support,...

Financial Planning and Analysis Director OpportunityCreative Financial Staffing is working with a prominent non-profit organization to find an Interim Director of Financial Planning and Analysis. This is a hybrid schedule opportunity.About the Opportunity and OrganizationThis non-profit organization has a stable operating budget over $120M.Their mission...

About the CompanyCreative Financial Staffing is a leading provider of financial staffing solutions. Our client is a well-established apparel designer, importer, and marketer with a strong presence in the retail industry.Located in Midtown, our client is close to major transportation hubs, making it an ideal location for professionals who value convenience...

Job Title: Senior Financial Planning and Analysis ManagerJoin the Finance and Strategic Planning Department, Americas Division, at Sumitomo Mitsui Financial Group, Inc. as a Senior Financial Planning and Analysis Manager. This role provides support to senior management and other business stakeholders for the FP&A Team, focusing on process automation, system...

Financial Planning and Analysis Role at Baldor Specialty Foods, Inc.The Financial Planning and Analysis (FP&A) team at Baldor Specialty Foods, Inc. is seeking a highly skilled and detail-oriented Financial Planning Analyst to join our team. As a key member of the FP&A team, you will play a pivotal role in assisting with financial forecasting, budgeting, and...

Financial Planning AnalystJoin a dynamic team of professionals at GemHarvest Executive Recruiting as we seek a skilled Financial Planning Analyst to collaborate with our team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele.About the RoleWe are seeking a detail-oriented and...

Position Overview:Major League Baseball is seeking a dedicated and analytical professional to enhance our Financial Planning & Analysis division.Key Responsibilities:The chosen candidate will report directly to the Director of Financial Planning & Analysis and will play a crucial role in:Assisting in the formulation of the annual budget.Conducting in-depth...

Overview:Major League Baseball is seeking a dedicated and analytical professional to contribute to our Financial Planning & Analysis division.Key Responsibilities:The individual selected for this role will report directly to the Director of Financial Planning & Analysis. The primary responsibilities include:Assisting in the formulation of the annual...