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Newest job postings for planningaway
via Careers At Columbia - Columbia University
posted_at: 1 day agoschedule_type: Full-time
• Job Type: Officer of Administration
• Regular/Temporary: Regular
• Hours Per Week: 35...
• Standard Work Schedule: Monday - Friday
• Building: Avery Hall
• Salary Range: $66,000 - $78,200
The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The above hiring range represents
• Job Type: Officer of Administration
• Regular/Temporary: Regular
• Hours Per Week: 35...
• Standard Work Schedule: Monday - Friday
• Building: Avery Hall
• Salary Range: $66,000 - $78,200
The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The above hiring range represents the University's good faith and reasonable estimate of the range of possible compensation at the time of posting.
Position Summary
Reporting to the Senior Associate Dean of Administration and Faculty Affairs, the Assistant Director oversees the administration of the School’s multi-million-dollar Travel Program, works with the Director of Human Resources on human resources-related tasks and assists with the preparation of the School’s annual budget.
Responsibilities
The Assistant Director will work closely with faculty, administrators and students to manage their travel needs, including developing and implementing School wide workflow strategies. Responsibilities include managing the School’s travel budget and assisting programs with individual travel budgets; managing payment methods and reconciliation for all travel vendors; researching and resolving all incorrect charges with respect to the School’s travel program; invoice approval; review of University and non-University financial statements for accuracy; collecting travel related information from faculty, students and administrators and reporting it to Central Offices and Senior Management as needed (e.g. Risk Management, Controller’s Office, etc.). (30%)
The Assistant Director will provide financial and administrative support to the Finance Office. Responsibilities include delivering one-on-one training in procurement, travel and budgeting policies and procedures to GSAPP faculty, administrators, and students; managing the School’s purchasing card program including serving as an approver for department purchasing cards (P-cards) and assisting with monthly P-card hard-close procedures; reviewing and processing invoices, expense reports, cash advances, and purchase orders as needed; developing and maintaining relationships with vendors; works with central University and other departments to resolve problems and clarify processes as needed. (20%)
Works with the Director of Human Resources on human resources-related tasks including the processing of support staff payroll and tracking time away from work for Officers and Support Staff. (20%)
Assists with the preparation of the School’s annual budget. Responsibilities include preparing worksheets and gathering key data; assisting with the budget submission and updating entries in the University's budget tool and helping with the reconciliation of that information to the School’s internal budget planning models; reviewing the University's COB (consolidated operating budget) reports; assisting with variance analysis; and processing journal entries for monthly, quarterly, year-end close, and with analysis of financial information and/or the preparation of regular ad hoc financial reports. (20%)
Perform other related duties, assignments, and/or special projects as assigned. (10%)
Minimum Qualifications
Bachelor’s degree and/or its equivalent required. Minimum 3 years related experience required.
Excellent oral and written communication skills are a must. Strong computer proficiency (Microsoft Excel and Word), including an in-depth knowledge of spreadsheet packages and familiarity with database design required. Attention to detail, plus the ability to prioritize multiple tasks to meet deadlines are required. The ability to function independently and to exercise discretion and judgment in sensitive and confidential matters is required.
Preferred Qualifications
Knowledge of University systems is preferred.
Minimum 3 years of related experience preferably in the financial planning or accounting.
Equal Opportunity Employer / Disability / Veteran
Columbia University is committed to the hiring of qualified local residents Show more details...
• Regular/Temporary: Regular
• Hours Per Week: 35...
• Standard Work Schedule: Monday - Friday
• Building: Avery Hall
• Salary Range: $66,000 - $78,200
The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The above hiring range represents the University's good faith and reasonable estimate of the range of possible compensation at the time of posting.
Position Summary
Reporting to the Senior Associate Dean of Administration and Faculty Affairs, the Assistant Director oversees the administration of the School’s multi-million-dollar Travel Program, works with the Director of Human Resources on human resources-related tasks and assists with the preparation of the School’s annual budget.
Responsibilities
The Assistant Director will work closely with faculty, administrators and students to manage their travel needs, including developing and implementing School wide workflow strategies. Responsibilities include managing the School’s travel budget and assisting programs with individual travel budgets; managing payment methods and reconciliation for all travel vendors; researching and resolving all incorrect charges with respect to the School’s travel program; invoice approval; review of University and non-University financial statements for accuracy; collecting travel related information from faculty, students and administrators and reporting it to Central Offices and Senior Management as needed (e.g. Risk Management, Controller’s Office, etc.). (30%)
The Assistant Director will provide financial and administrative support to the Finance Office. Responsibilities include delivering one-on-one training in procurement, travel and budgeting policies and procedures to GSAPP faculty, administrators, and students; managing the School’s purchasing card program including serving as an approver for department purchasing cards (P-cards) and assisting with monthly P-card hard-close procedures; reviewing and processing invoices, expense reports, cash advances, and purchase orders as needed; developing and maintaining relationships with vendors; works with central University and other departments to resolve problems and clarify processes as needed. (20%)
Works with the Director of Human Resources on human resources-related tasks including the processing of support staff payroll and tracking time away from work for Officers and Support Staff. (20%)
Assists with the preparation of the School’s annual budget. Responsibilities include preparing worksheets and gathering key data; assisting with the budget submission and updating entries in the University's budget tool and helping with the reconciliation of that information to the School’s internal budget planning models; reviewing the University's COB (consolidated operating budget) reports; assisting with variance analysis; and processing journal entries for monthly, quarterly, year-end close, and with analysis of financial information and/or the preparation of regular ad hoc financial reports. (20%)
Perform other related duties, assignments, and/or special projects as assigned. (10%)
Minimum Qualifications
Bachelor’s degree and/or its equivalent required. Minimum 3 years related experience required.
Excellent oral and written communication skills are a must. Strong computer proficiency (Microsoft Excel and Word), including an in-depth knowledge of spreadsheet packages and familiarity with database design required. Attention to detail, plus the ability to prioritize multiple tasks to meet deadlines are required. The ability to function independently and to exercise discretion and judgment in sensitive and confidential matters is required.
Preferred Qualifications
Knowledge of University systems is preferred.
Minimum 3 years of related experience preferably in the financial planning or accounting.
Equal Opportunity Employer / Disability / Veteran
Columbia University is committed to the hiring of qualified local residents Show more details...
via Citizens | Jobs - Citizens Bank
posted_at: 16 days agoschedule_type: Full-time
Description
Citizens Private Wealth is a leading wealth management firm. For more than three decades our team of CFAs, CPAs, attorneys and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services. Citizens Private Wealth offers innovative solutions crafted for the sophisticated
Description
Citizens Private Wealth is a leading wealth management firm. For more than three decades our team of CFAs, CPAs, attorneys and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services. Citizens Private Wealth offers innovative solutions crafted for the sophisticated needs of high-net-worth individuals, families and foundations and has cultivated long-lasting client relationships through multiple market cycles. Citizens Private Wealth presently manages and advises on over $20 Billion in assets; offering a wide scope of services, expertise and research, while intimately focusing on each client’s unique circumstances.
The Entry Level Financial Planner role is to prepare, finalize, and follow through with all work products for the Financial Planning Advisors. They must be able to effectively... communicate with all levels and departments of the firm, prepare in-depth analysis of client's financial position, and develop a working knowledge of services provided by Clarfeld.
In your role as entry level Financial Planner you will shadow associate and senior advisors. During this time you are expected to absorb as much information as possible and ask questions. Take this opportunity to learn how associate and senior level advisors interact with clients and become knowledgeable in the processes that are unique to each department and team in the firm.
Responsibilities:
• Preparation of Cash Flows, Strategic Asset Allocations, Estate Document Review, Estate Flow/Wealth Transfer Diagrams, Insurance Performance Reports, Balance Sheet & Ownership Analysis, Tax Returns, Education Funding Analysis
• Review of quarterly investment performance monitoring reports
• Work across all departments and services provided by Clarfeld (Tax, IPM, Insurance, Cash Management and PFP).
• Must also become proficient in reading and analyzing investment statements and reports, insurance illustrations, estate documents, our clients’ company benefit plans, and tax returns and supporting documents.
• Must attend weekly estate and financial training seminars Must do outside independent reading
Qualifications
• Must be able to multi-task, prioritize and consistently deliver a quality work product
• Have ability to work independently, yet work with different advisors and departments
• Must be organized and detail oriented, resourceful, yet inquisitive
• Must work towards CFP designation (Complete 2 years from date of hire)
• Must be proficient in Excel, Outlook, Word, Visio
Education
• Bachelors Degree Required
Hours & Work Schedule
• Hours per Week: 40
• Work Schedule: varies
Pay Transparency
The salary range for this position is $81,500 - $93,500 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates Show more details...
Citizens Private Wealth is a leading wealth management firm. For more than three decades our team of CFAs, CPAs, attorneys and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services. Citizens Private Wealth offers innovative solutions crafted for the sophisticated needs of high-net-worth individuals, families and foundations and has cultivated long-lasting client relationships through multiple market cycles. Citizens Private Wealth presently manages and advises on over $20 Billion in assets; offering a wide scope of services, expertise and research, while intimately focusing on each client’s unique circumstances.
The Entry Level Financial Planner role is to prepare, finalize, and follow through with all work products for the Financial Planning Advisors. They must be able to effectively... communicate with all levels and departments of the firm, prepare in-depth analysis of client's financial position, and develop a working knowledge of services provided by Clarfeld.
In your role as entry level Financial Planner you will shadow associate and senior advisors. During this time you are expected to absorb as much information as possible and ask questions. Take this opportunity to learn how associate and senior level advisors interact with clients and become knowledgeable in the processes that are unique to each department and team in the firm.
Responsibilities:
• Preparation of Cash Flows, Strategic Asset Allocations, Estate Document Review, Estate Flow/Wealth Transfer Diagrams, Insurance Performance Reports, Balance Sheet & Ownership Analysis, Tax Returns, Education Funding Analysis
• Review of quarterly investment performance monitoring reports
• Work across all departments and services provided by Clarfeld (Tax, IPM, Insurance, Cash Management and PFP).
• Must also become proficient in reading and analyzing investment statements and reports, insurance illustrations, estate documents, our clients’ company benefit plans, and tax returns and supporting documents.
• Must attend weekly estate and financial training seminars Must do outside independent reading
Qualifications
• Must be able to multi-task, prioritize and consistently deliver a quality work product
• Have ability to work independently, yet work with different advisors and departments
• Must be organized and detail oriented, resourceful, yet inquisitive
• Must work towards CFP designation (Complete 2 years from date of hire)
• Must be proficient in Excel, Outlook, Word, Visio
Education
• Bachelors Degree Required
Hours & Work Schedule
• Hours per Week: 40
• Work Schedule: varies
Pay Transparency
The salary range for this position is $81,500 - $93,500 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates Show more details...
via Glassdoor
posted_at: 6 days agoschedule_type: Full-timesalary: 120K–130K a year
Company Description
About A Place for Mom...
We’re the leading online platform connecting families searching for senior care with a team of experienced local advisors providing insight-driven, personalized solutions. As the nation’s most trusted senior advisory service, we are a mission-based organization that enables caregivers to make the best senior living decisions for their loved ones. With hundreds of senior living experts nationwide,
Company Description
About A Place for Mom...
We’re the leading online platform connecting families searching for senior care with a team of experienced local advisors providing insight-driven, personalized solutions. As the nation’s most trusted senior advisory service, we are a mission-based organization that enables caregivers to make the best senior living decisions for their loved ones. With hundreds of senior living experts nationwide, A Place for Mom helps hundreds of thousands of families each year simplify the process of finding the right senior care solution across home care, independent living, memory care, assisted living, and more. Our services are offered at no cost to families as we’re paid by the 14K+ communities and 3K+ providers in our network.
A Place for Mom is committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Employees who thrive at A Place for Mom live our values every day:
• Focus on excellence
• Act with integrity and assume positive intent
• Drive outcomes every day with passion and a sense of mission
• Make the lives of our families and customers better, easier and more successful
Realize the full potential in each team member
• - work as a single supportive team
Job Description
The Manager, Financial Planning and Analysis role will own the company’s budget model and drive the company’s annual budget, budget to actual analysis, and monthly forecasting processes. This position is also called upon to perform ad hoc analysis and provide reporting support associated with our internal and external reporting requirements.
Key Responsibilities
• Own and manage our annual budget process, monthly financial forecasts, and supporting modeling tools.
• Enable departmental managers to stay on plan, proactively working with the teams.
• Monitor performance indicators, highlighting trends and analyzing causes of unexpected variances and assessing overall impact to the business.
• Provide ad-hoc reporting and analysis.
• Create weekly, quarterly and monthly financial reports.
• Work with business intelligence tools and dashboard reports.
• Other duties as assigned.
Qualifications
• 3+ years in Financial Planning & Analysis roles with manager level experience.
• Strong interpersonal skills required.
• Advanced Microsoft Excel and PowerPoint skills.
• Prophix and MS Dynamics skills desirable.
• Highest standards of accuracy and precision; highly organized.
• Articulate with excellent verbal and written communication skills.
• Ability to think creatively, highly-driven and self-motivated.
• Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity.
Education Requirements
• Bachelor’s degree required in accounting or finance.
• CPA a plus.
Compensation
The position is a salaried, exempt position.
Additional information
Compensation:
• Base Salary - $120k - $130k
• Bonus - 20% Management Bonus
Benefits:
• 401(k) plus match
• Dental insurance
• Health insurance
• Vision Insurance
• Paid Time Off
• Pet Insurance
#LI-AR1
#remote
Additional Information
All your information will be kept confidential according to EEO guidelines.
A Place for Mom uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify Show more details...
About A Place for Mom...
We’re the leading online platform connecting families searching for senior care with a team of experienced local advisors providing insight-driven, personalized solutions. As the nation’s most trusted senior advisory service, we are a mission-based organization that enables caregivers to make the best senior living decisions for their loved ones. With hundreds of senior living experts nationwide, A Place for Mom helps hundreds of thousands of families each year simplify the process of finding the right senior care solution across home care, independent living, memory care, assisted living, and more. Our services are offered at no cost to families as we’re paid by the 14K+ communities and 3K+ providers in our network.
A Place for Mom is committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Employees who thrive at A Place for Mom live our values every day:
• Focus on excellence
• Act with integrity and assume positive intent
• Drive outcomes every day with passion and a sense of mission
• Make the lives of our families and customers better, easier and more successful
Realize the full potential in each team member
• - work as a single supportive team
Job Description
The Manager, Financial Planning and Analysis role will own the company’s budget model and drive the company’s annual budget, budget to actual analysis, and monthly forecasting processes. This position is also called upon to perform ad hoc analysis and provide reporting support associated with our internal and external reporting requirements.
Key Responsibilities
• Own and manage our annual budget process, monthly financial forecasts, and supporting modeling tools.
• Enable departmental managers to stay on plan, proactively working with the teams.
• Monitor performance indicators, highlighting trends and analyzing causes of unexpected variances and assessing overall impact to the business.
• Provide ad-hoc reporting and analysis.
• Create weekly, quarterly and monthly financial reports.
• Work with business intelligence tools and dashboard reports.
• Other duties as assigned.
Qualifications
• 3+ years in Financial Planning & Analysis roles with manager level experience.
• Strong interpersonal skills required.
• Advanced Microsoft Excel and PowerPoint skills.
• Prophix and MS Dynamics skills desirable.
• Highest standards of accuracy and precision; highly organized.
• Articulate with excellent verbal and written communication skills.
• Ability to think creatively, highly-driven and self-motivated.
• Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity.
Education Requirements
• Bachelor’s degree required in accounting or finance.
• CPA a plus.
Compensation
The position is a salaried, exempt position.
Additional information
Compensation:
• Base Salary - $120k - $130k
• Bonus - 20% Management Bonus
Benefits:
• 401(k) plus match
• Dental insurance
• Health insurance
• Vision Insurance
• Paid Time Off
• Pet Insurance
#LI-AR1
#remote
Additional Information
All your information will be kept confidential according to EEO guidelines.
A Place for Mom uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify Show more details...
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