Jobs near Brandon: 4,992
RS
Relevance Score ranked on: FINANCIAL PLANNING
SVP, Senior BPandamp;A Lead Analyst - Financial Planning
Tampa
Directs key initiatives within the business through the collection, analysis, review, reporting, documentation and communication of business needs and requirements. Manages resource allocation of work on key projects/initiatives. Deals with complex and highly variable issues with substantial potentia...
Search Terms: Financial Planning, Lead, Senior, Analyst, Financial
85.8
5.1mi
Updated: September 10
Analyst, Financial Planning & Analysis
Tampa
This position supports management planning and decision making by identifying, maintaining, and evaluating information and recommending actions. The successful individual in this role will be able to work with all levels and functions in the Company; to forecast, analyze and report activity across a ...
Search Terms: Financial Planning, Analyst, Financial, Planning, Technology
82.6
13mi
Updated: August 21
Sr. Wealth Planning Analyst
Tampa
The Senior WP Analyst partners with Wealth Strategists, WM - As and other specialists to deliver Fifth Third’s discovery experience to prospects and clients with a general focus on clients with greater than $10 million investable asset segment. Focus in this process is documenting an effective level ...
Search Terms: Planning Analyst, Wealth, Financial Planning, Analyst, Senior Analyst
79.9
5.1mi
Updated: September 13
Premier Banker I or II - Tampa or St. Petersburg, FL
Tampa
Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships an...
Search Terms: Banker, Financial Planning, Relationship Manager, Financial Advisor, Leadership
79.1
5.1mi
Updated: August 15
Sr. Wealth Strategist
Tampa
Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (Provides professional consulting / advisory services to clients through the development, delivery and implementation of a customized wealth plan, which includes proactive, high impact, mul...
Search Terms: Wealth, Strategist, Financial Planning, Relationship Manager, Planning Analyst
77.2
5.1mi
Updated: September 13
Capital Planning RWA forecasting - SVP
Tampa
The Capital Forecasting and Analytics team is responsible for capital forecasting across scenarios for Citigroup and CBNA, while supporting senior management decision-making to achieve the firm’s capital targets. The group leads forecasting and analytics across the capital continuum, which ranges fro...
Search Terms: Forecasting, Casting, Forecast, Financial Planning, Planning
76.4
5.1mi
Updated: September 06
Private Banker
Tampa
Private Banker 4’s coordinates the integrated delivery of wealth products and services to high net worth clients for investments, borrowing & liability management, risk management & insurance, estate planning & trust services, which are delivered through holistic financial planning. Private Bankers e...
Search Terms: Banker, Private, Financial Planning, Wealth, Management
75.1
5.1mi
Updated: August 10
EPM OneStream Solutions Architect, Sr. Manager
Tampa
A career in our Enterprise Performance Management practice, within Finance Consulting services, will provide the opportunity to work alongside CE - Os, CF - Os, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support o...
Search Terms: Solutions Architect, Manager, Solutions, Data Architect, Financial Planning
74.8
5.1mi
Updated: September 05
Lead Business Manager (Business Planning andamp; Analysis) and#x2013; C13 - TAMPA
Tampa
Produce Financial Planning and Reporting to identify opportunities for optimization and perform ad-hoc financial analytics to facilitate senior management decision making. Manage annual budget process, headcount tracking, and Quarterly Multi-Year Multi-Scenario Forecasting (QMMF) while partnering wit...
Search Terms: Business, Business Manager, Manager, Financial Planning, Lead
74.3
5.1mi
Updated: August 28
SVP, Tax Counsel
Tampa
An SVP, Tax Counsel to join our team! The SVP, Tax Counsel provides legal guidance to the Executive Team to support business strategies using their knowledge of tax law, finance, transactions and accounting to maximize business opportunities and effectively manage the company's tax and transaction ob...
Search Terms: Tax, Financial Planning, Business, Transaction, Legal
74.1
5.1mi
Updated: August 25
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