Financial Planning Specialist

Company OverviewOur client, Creative Financial Staffing, is an international organization with locations in the US and UK. They offer a hybrid work schedule, with 2 days from home and 3 days out of their corporate office in Stamford, CT.**Job Summary:** We are seeking an experienced Assistant Director of Financial Planning & Analysis to join our dynamic team...

About the RoleThis Senior Bookkeeping Professional position involves overseeing all financial aspects of Pension Associates Retirement Planning, LLC.Key Performance Indicators (KPIs):  Cash Management: Monitor cash levels and maintain adequate funds to meet business needs.  Financial Reporting: Prepare and distribute accurate, timely financial statements...

At Webster, we put people first by helping individuals and families achieve their financial goals. Our bank remains passionate about serving clients and supporting communities with integrity, collaboration, accountability, agility, respect, and excellence.We're seeking a highly skilled Financial Planning Expert to support the Senior Managing Director of...

Pension Associates Retirement Planning LLC, a leading third-party administration firm, is seeking a highly skilled Enrolled Actuary to join its team.The successful candidate will be responsible for providing expert advice to clients on retirement planning and pension administration. Key qualifications include:EA actuarial credentials5+ years of experience in...

Company OverviewPension Associates Retirement Planning, LLC is a leading provider of retirement planning services. Our team of experts works closely with clients to ensure their financial security and well-being.SalaryThe estimated salary for this position is $85,000 - $110,000 per year, depending on experience and qualifications.Job DescriptionWe are...

OverviewPension Associates Retirement Planning, LLC is a leading provider of retirement planning services.We are seeking an experienced Financial Analyst to join our team.The successful candidate will be responsible for:Financial Analysis: Analyze financial data to inform business decisions.Financial Planning: Develop and implement financial plans to achieve...

Job DescriptionThis is a on-site position - no remote option, allowing for seamless collaboration and effective communication within the team.Responsibilities include:Account Payable Recordation and Payment ProcessingInvoice Issuance and Customer CollectionsPayroll Calculation and Employee Payment DisbursementPreparation of Financial Statements and...

Job Title: Senior AccountantLocation: Stamford, CTWe are seeking a highly skilled Senior Accountant to manage financial records, ensure compliance, and support organizational decision-making. The successful candidate will have a collaborative environment with growth potential.This role is ideal for an experienced accounting professional looking to utilize...

We are looking for a skilled Oracle Financial Services Specialist to join our team at Syntricate Technologies in Stamford, CT. This role involves working on Oracle Financial systems, using your technical expertise to design, implement, and maintain these systems. The ideal candidate will have 7+ years of experience in Oracle Financials, 7 years of experience...

About the RoleThis is a fantastic opportunity for a motivated and organized individual to join our team at Pension Associates Retirement Planning, LLC as a Full Charge Bookkeeper.Key ResponsibilitiesProcess accounts payable and issue invoices to customers.Calculate employee pay and maintain accurate financial records.Reconcile bank and petty cash accounts to...

Job DescriptionLighthouse Financial Solutions is a leading provider of debt relief services. We are committed to helping individuals and families overcome financial challenges by providing effective debt settlement solutions.The ideal candidate will have excellent communication skills, both written and verbal, and the ability to work independently while...

Shape the Future of Clean Energy with Creative Financial StaffingAbout Our MissionWe are a pioneering company in the field of clean energy, harnessing the power of advanced bioenergy technologies to create a more sustainable and economically viable energy landscape.The Role We OfferCreative Financial Staffing is seeking an experienced Accounts Payable...

Seeking a Financial Solutions Representative to join our team at Lighthouse Financial Solutions. This role involves providing debt relief services to clients, ensuring their needs are met and guiding them towards financial stability.In this position, you will be responsible for:Conducting client assessments to determine the best course of action for debt...

About the Role">Jobot is seeking a highly skilled Senior Charitable Planning Attorney Specialist to join their team in Connecticut or Florida. This is an exceptional opportunity to work with a collegial, team-oriented group and contribute to the development of comprehensive charitable planning strategies for clients.">Responsibilities">">Provide expert legal...

Join Our TeamWe are seeking a skilled Experienced Financial Advisor to join our team in New York, NY, and contribute to delivering exceptional results for our clients.Responsibilities:Work closely with clients to understand their financial objectives and develop tailored solutions.Analyze complex financial data to identify opportunities for growth and...

Role OverviewThe Pharmacy Hub seeks an accomplished Financial Operations Specialist to oversee all aspects of accounts receivable, ensuring seamless billing, collections, and reconciliation processes.This role demands a skilled professional who can foster strong relationships with business clients and their accounting teams, providing exceptional...

At Diverse Lynx LLC, we are seeking a skilled Oracle Financial Cloud Specialist to join our team. This role is ideal for individuals with experience in cloud-based financial systems and software development.Estimated Salary: $90,000 - $110,000 per annum, depending on location and experience.We promote a diverse workforce across all levels in the company, and...

Job OverviewCharles IT is a fast-growing company that values innovation and teamwork. We are seeking an experienced Financial Services Account Specialist to join our exceptional team in Stamford. This role offers a competitive salary of $65,000 - $90,000 per year, depending on experience.The ideal candidate will have demonstrated experience in sales, with a...

About Our TeamJob Description:We are a dynamic team at Spectrum, seeking a Financial Services Specialist to join our securitization operations. The ideal candidate will have experience leading complex cross-functional projects and possess strong analytical skills.Key Responsibilities:Conduct ad-hoc data analysis to identify unexpected trends and investigate...

About Our CompanyCuraleaf is a leading international provider of consumer products in cannabis. We're committed to enhancing lives by cultivating, sharing, and celebrating the power of the plant.We're known for quality, expertise, and reliability across the medical and adult-use markets. Our company has a strong commitment to corporate social responsibility...