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Certified Financial Planner CFP
access_time Posted 14 days ago
account_balance Right Executive Search, LLC
location_on New York
Certified Financial Planner (CFP) Wealth Management New York, NY. (Hybrid 3 days in office/4 during training) Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC ...
Financial Planner
access_time Posted 6 days ago
account_balance Equitable Advisors
location_on Secaucus
... Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus · Ability to work jointly with senior joint-work ...
Senior Manager of FP&A
access_time Posted 2 hours ago
account_balance Auterion
location_on New York
Bachelor's degree in finance, Accounting, Business Administration, or related field; MBA, CPA or advanced degree preferred * Advanced Excel skills: experience with financial planning software (e.g ...
Associate Manager, Financial Planning
access_time Posted 5 days ago
account_balance MissionSquare Retirement
location_on New York
Must be a Certified Financial Planner. When requested by a plan participant, Associate Manager, Financial Planning will create and deliver financial plans in person, with a Financial Planning Manager ...
Financial Planning and Analysis Specialist
access_time Posted 3 days ago
account_balance Green Cross Corporation
location_on New York
IS LOOKING FOR A Financial Planning and Analysis for Supply Chain TO BE PART OF OUR GROWING FAMILY ... Graduate of Accounting or any Finance related courses Preferably a Certified Public Accountant (CPA ...
Financial Planning Associate
access_time Posted 3 days ago
account_balance BlackDiamond Wealth
location_on New York
Financial Planning Associate Role Headquartered in midtown Manhattan, BlackDiamond Wealth ... certification
Financial Planning & Analysis - Lead Analyst - Tech Sector
access_time Posted 28 days ago
account_balance Canonical - Jobs
location_on New York
We are hiring a Financial Planning & Analysis Lead to play a key part leading our monthly business ... certifications and experience * Previous experience as a subject matter expert in Financial ...
FP&A Analyst II
access_time Posted 1 month ago
account_balance UGE International
location_on New York
The right candidate will report to the FP&A Manager and work closely with the CFO and other members ... CA, CFA, or CPA is considered a plus. Benefits & Compensation * Competitive salary * High quality ...
Director of FP&A - 1905087
access_time Posted 23 days ago
account_balance Hire Point Recruiting
location_on New York
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred. * Minimum of 10 years of experience in financial planning and analysis roles, with progressive leadership ...
Certified Financial Planner
access_time Posted 1 month ago
account_balance Lead Advisor
location_on Westport
Lead Advisor [teamed salaried advisor] The right candidate should have wealth management and comprehensive financial planning experience and has demonstrated success in client facing roles. They ...
FP&A Manager
access_time Posted 1 month ago
account_balance Vimeo
location_on New York
The FP&A Manager role will initially be centered around forecasting and budgeting all company-wide ... : * CPA or accounting/audit experience * Preference for candidates in the NYC-metro area Targeted ...
Sr. Analyst or Manager, FP&A
access_time Posted 9 days ago
account_balance Building Products Distribution Company
location_on Greenwich
About the Job This individual will play a key role in supporting the financial planning and ... CFA, or MBA designation/certification is a plus.
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