Financial Planning and Analysis Manager

The FP Coordinator's primary responsibility is to act as the liaison between the Firm Financial Advisors, the Wealth Strategies Division’s Financial Planning team, and the home office. All requests are filtered through the coordinator to ensure consistency and effective communication throughout the process. Responsible for tracking, processing, and...

The FP Coordinator's primary responsibility is to act as the liaison between the Firm Financial Advisors, the Wealth Strategies Division’s Financial Planning team, and the home office. All requests are filtered through the coordinator to ensure consistency and effective communication throughout the process. Responsible for tracking, processing, and...

Credit and Financial AnalystWe are seeking a detail-oriented and proactive Credit and Financial Analyst to manage and optimize our credit and collections processes. In this role, you will be responsible for assessing creditworthiness, managing accounts receivable, and ensuring timely collection of outstanding invoices.Key Responsibilities:Process all credit...

Senior Financial Analyst We are seeking a highly skilled Senior Financial Analyst to join our clients team. The candidate will be responsible for analyzing financial data, preparing reports, and making recommendations to senior management. The Senior Financial Analyst will also be responsible for providing financial guidance to other members of the team and...

Senior Financial Analyst We are seeking a highly skilled Senior Financial Analyst to join our clients team. The candidate will be responsible for analyzing financial data, preparing reports, and making recommendations to senior management. The Senior Financial Analyst will also be responsible for providing financial guidance to other members of the team and...

Financial Analyst Our client is seeking a Financial Analyst to join their team Why Work Here? Organization is stable and is expected to grow in the next year The Financial Analyst will work on an extremely successful team Brand new office space! Organization is known for its strong company culture! Responsibilities of the Financial Analyst: Assist in...

Financial Planning Consultant OpportunityWe are seeking a skilled Financial Planning Consultant to join our team at Vaco. As a key member of our team, you will be responsible for providing expert financial planning services to our clients.Requirements:4-5 years of experience in financial planning or case design7 & 66 or 6, 63,65 certification requiredCFP...

About RightCapitalRightCapital is a pioneering financial technology company that offers cutting-edge holistic financial planning software. We were recently recognized as one of Connecticut's top fintech companies by The Daily Finance. Our journey began with a group of entrepreneurs working from a garage in Connecticut, and we have since grown to become the...

We are looking for a Financial Planning Consultant for our client in Shelton, CT.You will need:4-5 years financial planning or case design experience a 7 & 66 or 6, 63,65 required and a CFP designation is a plus!experience working in insuranceSoftware used:eMoney, Morningstar, & salesforceBenefits of the position:Base plus bonus401k, fully vest day 112 days...

About RightCapitalRightCapital is a cutting-edge financial tech startup that provides innovative holistic financial planning software. We were recently recognized as one of Connecticut's Best Fintech companies by The Daily Finance.Our journey began as a group of entrepreneurs working from a garage in Connecticut, and we've since grown to become the 3rd...

*Type: * On Site / Not Remote or Hybrid. Are you an accomplished financial professional ready to take on a pivotal role? We are seeking an experienced Financial Controller to oversee our accounting functions at Little Creek Casino Resort. Your expertise will be essential in ensuring regulatory compliance, maintaining financial stability, and guiding...

About RightCapitalRightCapital is a pioneering financial technology company that offers cutting-edge holistic financial planning software. We have been recognized as one of Connecticut's Best Fintech companies by The Daily Finance. Our journey began in a garage in Connecticut, and we have since grown to become the 3rd largest financial planning technology...

Job DescriptionJob Summary:The Chief Financial Officer directs financial activities for the Squaxin Island Tribe, which includes budgeting, accounting, auditing, and financial analysis. This position promotes strategic planning and positive collaborations with department directors. Responsible for the hiring and management of finance staff, and ensuring...

Accounts Receivable Specialist OpportunityCreative Financial Staffing has partnered with a Professional Services Firm in Shelton, CT to find a junior-level AR Specialist with 1-2 years of experience to assist the accounting department with their properties. The ideal candidate will have a strong understanding of the accounts receivable process and excellent...

Unlock Your Potential as a Financial AdvisorLPL Financial partners with credit unions to offer a comprehensive range of financial services to their clients. This employment opportunity at Sikorsky Credit Union in Shelton, CT, would allow you to join the Investment Program as a Financial Advisor associated with LPL Financial. As a Financial Advisor, you will...

Job DescriptionFYIsoft, a leading provider of cloud financial reporting software, is seeking a skilled Financial Analyst to join their team.This role offers a unique opportunity to work with a cutting-edge financial reporting solution and contribute to the company's growth.Key Responsibilities:Conduct in-depth financial analysis and create data-driven...

Credit and Collections Analyst Location: Shelton, CT - fully in office This organization is a longstanding client of ours who prides themselves on delivering top-notch products and services in the manufacturing industry. Job Description: We are looking for a detail-oriented and proactive Credit and Collections Analyst to manage and optimize our credit and...

Senior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst to join our clients team. The candidate will be responsible for analyzing financial datapreparing reports, and making recommendations to senior management. The Senior Financial Analyst will also be responsible for providing financial guidance to other members of the team and...

Location:Vista OncologyPay Range:$20.48 - $34.12Job Description Summary:A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining communication of the financial responsibilities of our patients. Performs the quality control function for...

Location:Vista OncologyPay Range:$20.48 - $34.12Job Description Summary:A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining communication of the financial responsibilities of our patients. Performs the quality control function for...