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Certified Financial Planner jobs

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  • Controller

    Summit Funding - Sacramento, CA

    the position: The Controller manages the daily and monthly financial functions of the company, including Financial ... supervise, coach, and evaluate staff Complete internal financial reports on an accurate and timely basis, including...

    2 days ago from Summit Funding

  • Financial Institution Auditor

    Weldon Jordan & Associates, CPAS - Columbus, OH

    of auditors to provide audit and consulting services to financial institutions throughout Ohio. Skills Required ... Experience Prior experience as an auditor or with a financial institution in the operations or loan departments.

    3 days ago from Weldon Jordan & Associates, CPAs

  • Tax Director - Boutique CPA Firm

    Holmes & Company - Portland, OR

    and litigation support Coordinate with peers, external financial institutions, auditors and financial partners regarding client tax issues Highly technical tax research Acquire, develop, and retain clients Monitoring firm compliance with...

    7 days ago from Holmes & Company, LLP

  • Regional Planning Consultant - Greater

    Fidelity Investments - Denver, CO

    and presentation skills 2+ years of financial services territory management desired Skills and Knowledge: ... and product offering, sales and service models, financial planning topics and industry acumen. Public speaking...

    7 days ago from Fidelity Investments

  • Senior Tax - CPA

    Penor & Associates CPAS PC - Bozeman, MT

    of the full range of accounting functions with previous financial, accounting and tax experience. Our firm has a ... general ledger. • Preparation of financial statements for compilation and review engagements in accordance with GAAP.

    3 days ago from Penor & Associates CPAs PC

  • Internal Audit Manager - IT

    Tiaa Cref - New York, NY

    ERP, databases, data warehouses, information security, and financial services technology operations. Requires working ... based on prior experience. Experience in a regulated financial services environment, requiring direct...

    5 days ago from Tiaa Cref

  • CFO - LAA

    Nelson Companies - Oklahoma City, OK

    flow and working capital management. · Financial planning & analysis experience including KPIs, dashboard metrics, ... This individual will have financial modeling experience and demonstrate well- reasoned insights on complex finance...

    19 days ago from Nelson Companies

  • Tax Planning Manager

    Dart Container - Perry, MI

    required; Master's Degree in Taxation preferred * Certified Public Accountant required * Must be licensed to practice as a CPA in one of the fifty states * A minimum of five (5) years of tax planning experience (post education) *...

    6 days ago from Dart Container

  • Senior Financial Auditor (Internal Audit)

    Covanta Energy - Morristown, NJ

    Covanta is an Equal Opportunity Employer. The Senior Financial Auditor (SFA) assists the manager with various auditing activities of the Internal Audit department. The SFA will be responsible for the execution of original audit work, the...

    5 hours ago from Covanta Energy

  • Estate Planning Specialist-Mountain West

    Fidelity Investments - Denver, CO

    and estate taxation; e) retirement planning, and; f) financial services Primary Responsibilities Meet with Fidelity ... current estate planning situation Work with Financial Consultants to identify opportunities within the FC’s...

    10 days ago from Fidelity Investments