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Private Client Financial Advisor - Watertown, MA

Citizens

Watertown, Massachusetts, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal

Private Client Financial Advisor - Boston, MA

Citizens

Boston, Massachusetts, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal

Private Client Financial Advisor - Williamsville, NY

Citizens

Williamsville, New York, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal

Private Client Financial Advisor - Canal Street (Manhattan)

Citizens

New York, New York, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal

Private Client Financial Advisor

Citizens

Bedford, Massachusetts, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal

Private Client Financial Advisor

Citizens

Burlington, Massachusetts, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal

QA Tester Finance Domain

NTT DATA Americas, Inc

Jersey City, New Jersey, USA

Contract

Job Summary: We are seeking a detail-oriented and experienced QA Tester with a strong background in the finance domain. The ideal candidate will have expertise in web-based UI testing, automation testing, and data validation, with a particular focus on Revenue Dashboards and Profit & Loss (P&L) reports. This role requires a passion for quality assurance, strong analytical skills, and the ability to collaborate effectively with cross-functional teams. Key Responsibilities: Perform end-to-end tes

Junior Financial Management Information Systems Business Analyst, ERP and Discovery Phase Experience, Hybrid, Annapolis, MD - M

Next Step Systems

Annapolis, Maryland, USA

Full-time

Junior Financial Management Information Systems Business Analyst, ERP and Discovery Phase Experience, Hybrid, Annapolis, MD We are seeking a knowledgeable and experienced Junior Financial Management Information Systems Business Analyst to join the team. The ideal candidate will have over 1 year of relevant experience in analyzing, designing, and implementing financial systems solutions. This role requires a strong understanding of financial concepts, excellent communication skills, and the abi

Financial Systems Analyst with Supply Chain experience

Voto Consulting LLC

Jersey City, New Jersey, USA

Contract

Position Financial Systems Analyst with Supply Chain experience Location Parsippany New Jersey F2F interview Duration 6 months Temp to perm (4 days onsite and 1 remote ) They are looking for a financial Systems Analyst with Supply Chain experienceA lot of the ERP, financial systems, etc are homegrown so someone who can troubleshoot and understands financial systems like Lawson, Oracle Financials, SAP Financials, etc.Understanding of some of the finance side of the business is important but thi

Financial Project Manager (Financial Planning)

Dynamic Enterprise Solutions Inc

North Chicago, Illinois, USA

Contract, Third Party

Description: Looking specifically for someone in financial planning space with experience. The Senior Project Manager will be responsible for overseeing the planning, execution, and delivery of complex financial planning projects across various industries. This role requires a deep understanding of financial planning systems, exceptional leadership skills, and the ability to develop and implement strategies that drive business success. Key Responsibilities: Lead and manage end-to-end project lif

Need Financial Business Analyst/Budget Analyst - Onsite

SRS Consulting Inc

Tallahassee, Florida, USA

Contract, Third Party

Role: Business Analyst Location: 605 Suwannee Street Tallahassee, FL 32399 Duration: 12 months + extension Scope of Services The candidate will support the management and oversight of building the five-year work program for assigned central office program areas. They will provide technical assistance on compliance with applicable state and federal laws, departmental procedures, and work program instructions. The analyst will monitor programs to ensure consistency between budget and work programs

Private Client Financial Advisor - Upper Manhattan, NYC

Citizens

New York, New York, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal

Private Client Financial Advisor - Midtown Manhattan, NYC

Citizens

New York, New York, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal

Private Client Financial Advisor - Hanover, MA

Citizens

Hanover, Massachusetts, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal

Private Client Financial Advisor - Hanover, MA

Citizens

Braintree, Massachusetts, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal

Private Client Financial Advisor - Borough Park, Brooklyn

Citizens

Brooklyn, New York, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal

Private Client Financial Advisor

Citizens

Rochester, New York, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal

Private Client Financial Advisor - Westwood, MA

Citizens

Westwood, Massachusetts, USA

Full-time

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal

IT Financial Business Analyst

RiseIT Solutions

Boston, Massachusetts, USA

Contract

IT Financial Business Analyst Location: Boston, MA. As a member of the Finance Technology Systems team within the Information Technology department, the Reinsurance Platform Business Analyst and Tester will be responsible for supporting projects on Reinsurance automation. The successful candidate must demonstrate an eagerness and ability to learn new systems and processes, a high level of analytical aptitude, and an ability to work independently while demonstrating strong problem-solving skills.

Director, Strategic Finance

College Board

US

Full-time

Director, Strategic Finance College Board - Finance Location: This is a fully remote role. Candidates who live near CB offices have the option of being fully remote or hybrid (Tuesday and Wednesday in office). Type: This is a full-time position About the Team The Strategic Finance team is a highly collaborative team, working with senior leaders across the organization to drive key decisions that strengthen the outcomes of our programs and services. As the Financial Planning & Analysis (FP&A) a