Financial Planning Specialist
3 days ago
H Cap Connect, LLC. is seeking a highly motivated and detail-oriented Junior Financial Advisor to join our team. As a Junior Financial Advisor, you will play a key role in providing exceptional client service and financial planning to help our clients achieve their financial goals.
Responsibilities:- Conduct thorough financial analyses and create customized financial plans for clients
- Assess and advise clients on their current financial situations, making recommendations to optimize their financial well-being
- Collaborate with clients to develop and implement short- and long-term financial plans
- Develop and execute retirement planning strategies to ensure clients' financial security in their golden years
- Implement risk management and tax planning strategies to minimize clients' financial risks
- Oversee and coordinate clients' investment portfolios to ensure alignment with their financial goals
- Maintain compliance with regulatory requirements and industry best practices
- Develop and maintain strong relationships with clients to retain their business and grow our client base
- Stay up-to-date with industry developments, regulations, and financial products to provide expert advice to clients
- Bachelor's degree in Finance, Economics, or a related field
- Strong knowledge of investment vehicles, financial markets, and wealth management principles
- Proficiency in financial software and tools, including Microsoft Suite, Adobe, and financial planning systems
- Prior experience as a financial advisor or internships in finance or wealth management is required
-
Financial Planning and Analysis Specialist
3 days ago
Jersey City, New Jersey, United States AmTrust Financial Full timeOverviewWe are seeking a highly skilled and detail-oriented FP&A Analyst to join our finance team at AmTrust Financial Services. The ideal candidate will work closely with FP&A leadership to provide insightful financial analysis and support strategic decision-making processes.ResponsibilitiesFinancial Planning and AnalysisMaintain and continuously improve...
-
Financial Planning and Analysis Specialist
4 weeks ago
Jersey City, New Jersey, United States AmTrust Financial Full timeOverviewWe are seeking a highly skilled and detail-oriented FP&A Analyst to join our finance team at AmTrust Financial Services. As a key member of our team, you will be responsible for providing insightful financial analysis and supporting strategic decision-making processes. Your expertise will be pivotal in implementing and optimizing budgeting and...
-
Financial Planning and Analysis Specialist
4 weeks ago
Jersey City, New Jersey, United States AmTrust Financial Full timeOverviewWe are seeking a detail-oriented and proactive FP&A Analyst to join our finance team at AmTrust Financial Services. The ideal candidate will work closely with FP&A leadership and be responsible for providing insightful financial analysis, supporting strategic decision-making processes.ResponsibilitiesFinancial Planning and AnalysisMaintain and...
-
Financial Planning and Analysis Specialist
4 weeks ago
Jersey City, New Jersey, United States AmTrust Financial Full timeOverviewWe are seeking a detail-oriented and proactive FP&A Analyst to join our finance team. The ideal candidate will work closely with FP&A leadership and be responsible for providing insightful financial analysis, supporting strategic decision-making processes. The role is pivotal in implementing and optimizing budgeting and forecasting systems as well as...
-
Financial Planning Specialist
2 days ago
Jersey City, New Jersey, United States Dtcc Full timeAbout the RoleWe are seeking a highly skilled Financial Planning & Analysis Associate to join our team at DTCC. As a key member of our Finance organization, you will play a critical role in supporting the company's financial planning and analysis objectives.Key ResponsibilitiesDevelop and present financial reports to explain current performance and future...
-
Financial Planning Specialist
3 weeks ago
Jersey City, New Jersey, United States Dtcc Full timeFinancial Planning & Analysis AssociateDTCC is seeking a highly skilled Financial Planning & Analysis Associate to join our team. As a key member of our Finance organization, you will play a critical role in supporting our business objectives by developing and maintaining financial models, analyzing data, and providing insights to inform business...
-
Senior Financial Reporting Specialist
2 weeks ago
Jersey City, New Jersey, United States Sumitomo Mitsui Financial Group, Inc. Full timeJob Title: Senior Financial Reporting SpecialistJoin SMBC Group, a top-tier global financial group, as a Senior Financial Reporting Specialist. In this role, you will be responsible for internal control functions, including balance sheet substantiation, policy and procedure documentation, process and control documentation, and EUC workpaper...
-
Financial Planning and Analysis Expert
4 weeks ago
Jersey City, New Jersey, United States LTIMindtree Full timeFinancial Planning and Analysis SpecialistWe are seeking a highly skilled Financial Planning and Analysis Subject Matter Expert (FP&A SME) to drive strategic financial initiatives and ensure the accuracy and reliability of financial data.Key ResponsibilitiesFinancial Planning & Analysis:Lead the financial planning process, including the development and...
-
Senior Financial Reporting Specialist
3 weeks ago
Jersey City, New Jersey, United States Sumitomo Mitsui Financial Group, Inc. Full timeJob Title: Senior Financial Reporting SpecialistJoin SMBC Group, a top-tier global financial group, as a Senior Financial Reporting Specialist. In this role, you will be responsible for internal control functions, including balance sheet substantiation, policy and procedure documentation, process and control documentation, and EUC workpaper...
-
Financial Planning and Analysis Specialist
3 weeks ago
Jersey City, New Jersey, United States AvePoint Full timeAbout AvePointAvePoint is a global leader in data management and data governance, empowering organizations to modernize their digital workplaces across Microsoft, Google, Salesforce, and other collaboration environments.Our CultureWe're committed to investing in our people, fostering a culture where you're empowered to craft your career, make an impact, and...
-
Corporate Financial Planning Specialist
4 weeks ago
Jersey City, New Jersey, United States DTCC Full timeJoin Our Team as a Corporate Financial Planning & Analysis Senior AssociateWe are seeking a highly skilled and motivated Corporate Financial Planning & Analysis Senior Associate to join our team at DTCC. As a key member of our FP&A team, you will play a critical role in developing budgets and forecasts, tracking performance, and preparing presentations for...
-
Financial Planning and Analysis Specialist
3 weeks ago
Jersey City, New Jersey, United States AvePoint Full timeAbout AvePointAvePoint is a global leader in data management and data governance, providing innovative solutions to modernize the digital workplace across various collaboration environments.Our global channel partner program includes over 3,500 managed service providers, value-added resellers, and systems integrators, with our solutions available in more...
-
Corporate Financial Planning Specialist
1 week ago
Jersey City, New Jersey, United States DTCC Full timeJoin Our Team as a Corporate Financial Planning & Analysis Senior AssociateWe are seeking a highly skilled and motivated Corporate Financial Planning & Analysis Senior Associate to join our team at DTCC. As a key member of our FP&A team, you will play a critical role in developing budgets and forecasts, tracking performance, and preparing presentations for...
-
Corporate Financial Planning Specialist
1 month ago
Jersey City, New Jersey, United States DTCC Full time{"title": "Corporate Financial Planning & Analysis Senior Associate Role", "content": "About the RoleThe Corporate Financial Planning & Analysis Senior Associate role is a key position within the FP&A team at DTCC. As a member of this team, you will partner with wider FP&A organization and key stakeholders from other CFO teams to develop budgets and...
-
Financial Planning Manager
7 days ago
Jersey City, New Jersey, United States Mitsubishi Chemical Group Full timeJob Title: Financial Planning ManagerJoin Mitsubishi Tanabe Pharma America as a Financial Planning Manager and play a key role in driving business success through strategic financial planning and analysis.About the RoleThe Financial Planning Manager will serve as a financial liaison for multiple business partners and functions, providing financial reporting...
-
Financial Planning Manager
3 days ago
Jersey City, New Jersey, United States Mitsubishi Chemical Group Full timeJob Title: Financial Planning ManagerMitsubishi Tanabe Pharma America is seeking a highly skilled Financial Planning Manager to join our team. As a key member of our finance department, you will be responsible for providing financial analysis and planning support to our business partners and functions.Responsibilities:Prepare financial and business-related...
-
Financial Planning Manager
3 weeks ago
Jersey City, New Jersey, United States Mitsubishi Chemical Group Full timeJob Title: Manager, Financial Planning & AnalysisMitsubishi Tanabe Pharma America, Inc. is seeking a highly skilled Manager, Financial Planning & Analysis to join our team. As a key member of our finance department, you will be responsible for providing financial reporting and analysis to support strategic and tactical...
-
Financial Planning Manager
3 weeks ago
Jersey City, New Jersey, United States Mitsubishi Chemical Group Full timeJob Title: Financial Planning ManagerMitsubishi Tanabe Pharma America is seeking a highly skilled Financial Planning Manager to join our team. As a key member of our finance department, you will be responsible for providing financial analysis and planning support to our business partners and functions.Key Responsibilities:Develop and maintain financial...
-
Financial Planning and Analysis Specialist
4 weeks ago
Jersey City, New Jersey, United States AYTM Company Full timeAbout the RoleWe are seeking a highly skilled FP&A Analyst to join our team at AYTM Company. As a key member of our finance organization, you will play a critical role in driving business performance and informing decision-making across the organization.Key ResponsibilitiesLead the financial planning, budgeting, forecasting, and analysis processes to drive...
-
Financial Planning Manager
3 weeks ago
Jersey City, New Jersey, United States Vaco Full timeJob Title: Financial Planning ManagerJoin Vaco as a Financial Planning Manager and take on a key role in overseeing financial planning and accounting functions for a real estate firm and its partners. As a member of our team, you will be responsible for managing the monthly closing process, billing, accounts receivable, accounts payable, and cash flow. You...