Financial Planning Specialist

About UsBaystate Financial is a dedicated financial services provider based in Boston, MA. With 16 office locations throughout New England, we focus on fostering a collaborative culture and supporting personal and professional development. Our team of experts specializes in financial planning, business and estate planning, retirement planning, and various...

Job OverviewWe are seeking a highly skilled Financial Planning Expert to join our team at Baystate Financial in Falmouth, Maine. This is a full-time hybrid role that offers flexibility for remote work.About the RoleThe Senior Financial Advisor will provide financial planning advice, finance expertise, and investment recommendations to clients. They will work...

Job Opportunity:We are seeking a skilled Financial Planning Specialist to join our team at the Boston Public Schools. This individual will be responsible for providing financial guidance and support to school leaders, department heads, and other stakeholders.The successful candidate will have a strong background in financial planning and analysis, with...

About the RoleWe are looking for an experienced Financial Planning Specialist to join our team at the State of Massachusetts. In this role, you will be responsible for analyzing financial data, developing financial models, and creating reports to support fiscal policy decisions. If you have a passion for finance and a knack for problem-solving, we encourage...

Job SummaryWe are looking for a highly skilled Financial Planning and Analysis Specialist to join our team at V R Della Infotech Inc. The successful candidate will have expertise in budgeting, forecasting, and financial monitoring, as well as strong analytical and problem-solving skills.Key ResponsibilitiesDevelop and maintain financial models and forecasts...

Job DescriptionWe are seeking a highly skilled FP&A Specialist to join our Finance team. As a key member of the group, you will support various aspects of finance and accounting for CRISPR Therapeutics.The successful candidate will have a solid financial background, combined with strong analytical skills, and be able to drive business decisions through...

Job SummaryWe are seeking an experienced Financial Planning Manager to join our team at Della Infotech Inc. This role involves overseeing financial planning, analysis, and reporting for our organization.Key Responsibilities:Develop and maintain accurate financial models and forecasts.Prepare and analyze complex financial reports and metrics.Collaborate with...

Job Opportunity:Flywire is seeking an experienced Senior Finance/FP&A Manager to join our team. This role will be responsible for financial planning, analysis, and reporting, as well as working closely with senior leadership to ensure accurate and timely financial performance.The ideal candidate will have a strong technical and analytical skillset, excellent...

We are seeking a dedicated Estate Planning Specialist to join our team at Citizens Private Bank. As an Estate Planning Specialist, you will play a critical role in delivering exceptional wealth management services to ultra-high net worth (UHNW) clients.Your primary responsibility will be to assist in the creation and implementation of bespoke wealth...

Join us at CyberCoders as our Financial Planning Director! In this role, you'll be responsible for overseeing the financial planning and tax compliance for our high-net-worth clients.About the JobLead the development and implementation of financial plans for high-net-worth clientsEnsure compliance with all tax laws and regulationsMentor and manage a team of...

Job Overview: Rue Gilt Groupe is a leading off-price e-commerce portfolio company connecting shoppers to world-class brands. We're seeking a talented MERCHANDISE PLANNING SPECIALIST to develop and execute merchandising strategies across multiple departments. This role involves analyzing data, collaborating with cross-functional teams, and driving business...

Join Our TeamWe're seeking a highly motivated and experienced Senior Financial Planning Manager to join our finance team. This is a unique opportunity to work with a global company that prioritizes innovation, collaboration, and employee growth.Responsibilities:Develop and implement comprehensive financial plans and strategies.Lead cross-functional teams to...

We are seeking a skilled and dedicated Financial Security Specialist to join our team at Northwestern Mutual.As a Financial Security Specialist, you will play a key role in helping clients achieve their financial objectives by providing expert advice and guidance on insurance, investment, and wealth management solutions.You will be responsible for building...

Key ResponsibilitiesThe successful candidate will have primary focus on comprehensive financial planning ranging from investments to insurance and helping clients with their full financial picture.You will work closely with clients to understand their financial goals and develop personalized financial plans to achieve those goals.In addition, you will assist...

Job SummaryWe are seeking a Senior Financial Advisor to join our successful practice in Falmouth, Maine. This full-time hybrid role offers flexibility for remote work and requires expertise in finance, investments, and retirement planning strategies. As a key member of our team, you will provide financial planning advice, guidance, and support to clients to...

Company OverviewFlywire is a global payments enablement and software company that delivers high-stakes, high-value payments across various industries. Our mission is to deliver the world's most important and complex payments using our Flywire Advantage.We're looking for a driven and experienced Sr. Finance/FP&A Manager to join our team and be part of our...

Job Description: We are seeking a skilled NetSuite Financial Operations Expert to join our team at iShare Inc. As a key member of our finance team, you will be responsible for configuring and supporting various financial modules in NetSuite. With your expertise in Standard Costing, Fixed Assets, GL, AP, AR, and experience in Planning and Budgeting (PBCS) or...

About the RoleWe are looking for an experienced Oracle EPM Developer to join our team. As a Senior Financial Planning Consultant, you will be responsible for designing and developing best-in-class solutions on the Oracle EPM platform.Key Responsibilities:Collaborate with a team to implement new Oracle EPM applications and functionalityDevelop technical...

About the PositionTrue North Trust invites you to join our team as an Advanced Funeral Planning Professional. In this role, you will play a vital part in supporting families through the process of pre-planning their final farewell. Your expertise will help alleviate the emotional and financial burden associated with traditional funeral planning.You will...

OverviewAt Lincoln Financial Group, we are committed to helping people plan, protect and retire with confidence. Our company is dedicated to providing innovative solutions across four core businesses – annuities, life insurance, group protection and retirement plan services.Job SummaryWe are seeking a highly skilled Long Term Disability Claims Specialist...