FP&A Director - Banking, Forecasting & Stress Testing
$90k - $155kMorgan-Stanley
Morgan-Stanley is seeking a skilled professional in New York to join their Financial Planning & Analysis (FP&A) team. This role involves preparing financial forecasts and budgets while providing critical analysis to support U.S. Banks' operations. Candidates should possess at least 5 years of experience in finance, effective communication skills, and advanced proficiency in Excel. A Bachelor’s degree in relevant fields is mandatory. The position offers a competitive salary range between $90,000 and $155,000 depending on experience, as part of an attractive compensation package. #J-18808-Ljbffr Morgan-Stanley
$90k - $155k
...Morgan Stanley Private Bank, National Association... ...Planning & Analysis (FP&A) function is responsible... ...Plan and periodical forecasts, leading Balance Sheet... ...Annual and Quarterly Stress Test (AST/QST) submissions... ...Management, Board of Directors, and RegulatorsContribute...SuggestedTemporary workWork at office- ...but is not limited to: Reporting, Budgeting, Cash Management, Banking, Taxes, Regulatory Compliance, Revenue Cycle, and Internal Control... ...or performs financial analyses and keeps the Board of Directors, the Chief Executive Officer and other appropriate parties apprised...SuggestedInterim roleWork at office
$200k - $250k
...President, Executive team and Board of Directors. What You'll Do:... ...Drive financial planning and analysis (FP&A), including budgeting, modeling, and... ...planning, and short- and long-range forecasting Manage banking compliance, commercial banking relationships...SuggestedFull time- ...annual financial statements, as well as reporting packages for the banking group. The position ensures compliance with ASC 606 and US... ...rebates, promotions, and returns reserves. Lead budgeting and forecasting for Cost of Goods Sold (COGS), including analysis of...SuggestedFull timeWork at office
$50 - $60 per hour
...A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose...SuggestedHourly payContract workFor contractorsWork experience placementRemote work- ...oversee all financial reporting, budgeting, forecasting, financial analysis, and fiscal... ...Chief Executive Officer) and the Board of Directors to develop and implement strategies that... ...relationships with external partners, including banks, auditors, and other financial service...Monday to Friday
$47 - $50 per hour
..., stop payment; maintains all aspects of bank account maintenance including opening and... ...PCI DSS compliance planning, remediation, testing, and reporting activities -Evaluate... ...guidance to cardholders -Support Associate Director with special Treasury projects...Daily paidFull timeContract workRemote work$50 - $60 per hour
...A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position...Hourly payContract workWork experience placementRemote workFlexible hours$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Banking and Capital Markets Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to...Full timeH1bLocal areaOverseasShift work- ...Servbank is a fast-paced, high-growth national bank with a significant mortgage subservicing... ..., we seek a highly skilled and dynamic Director of Financial Management to join our team... ...functions, including budgeting, forecasting, financial reporting, and treasury risk...Temporary workLocal area
$119k
...the business, including payroll, AP/AR, billing, cash management, reconciliation, expense reporting, and monthly closes. Mortgage banking accounting experience is preferred but not required. We will train the right person who is proactive, accurate, detail-oriented,...$150k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Banking and Capital Markets Time Type: Full time Travel Requirements... ...digitization, automation, and increasedefficiencies. As a Director you are expected to set the strategic direction, lead businessdevelopment...Full timeTemporary workH1b$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Banking and Capital Markets Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to...Full timeH1bLocal areaOverseas- ...for an experienced Chief Financial Officer (CFO) to oversee all of iRocket’s financial management, focused on financial planning, forecasting, KPI reporting, cost analysis, investor presentations, and capital raising. This position requires the ability to maintain...Temporary work
$130k - $194.95k
...strategies Serve as the strategic finance business partner to the Global Labels GM and leadership team Lead financial planning, forecasting, reporting, and analytics for the Global Labels business Drive Annual Operating Plan (AOP), Quarterly Business Reviews (QBR),...Temporary workWork at office$120k - $145k
...initiatives. • Serve as the New York entity's primary point of contact for the corporate finance team on accounting matters, banking inquiries, and insurance-related transactions. Qualifications • Bachelor's degree in Accounting, Finance, or a...Remote work- ...operations, and sales. The ideal candidate will bring a strong FP&A background or business analysis mindset with the ability to... ...actionable commercial insights for leadership teams Support forecasting, budgeting, and financial planning processes Develop and maintain...
$150k
...through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction, lead business... ...You Apart Proficiency in tax issues for multinational US banks Leading project management teams complying with FATCA and FBAR...Full timeTemporary workH1b$93k - $105k
...systems, medical systems, and industrial test equipment. Mini-Circuits' sells its... ...responsibilities will be to support reporting and forecasting/budgeting processes and process... ...Assist in the creation of quarterly Board of Directors' meetings deck Work cross-...Night shift$124k - $335k
...specific credentials may qualify for this opportunity What Sets You Apart In-depth knowledge of tax issues in multinational US banks Proven record in managing project management teams Proficiency in FATCA, 1441, FBAR compliance Success in developing and...Full timeH1b- ...of tax forms including 1099s, IRS pension report. # Reconcile bank and investment accounts, and prepares related journal entries... ...and develop accounting staff # Assist with budget preparation, forecasting, and financial analysis # Stays current with industry best...Work at office
$150k - $200k
...and timely OpCo and PropCo financial statements Supporting preparation of SNF and ALF cost reports Ensuring timely delivery of bank and lender reporting, including covenant compliance packages Maintaining oversight of intercompany accounting, rent structures,...$100k - $110k
...commensurate with experience) Under the direction of the Director of FP&A, the Financial Planning & Analysis Manager will lead and... ...is responsible for developing financial models, reporting, forecasting, and business insights that help drive strategic decision-making...Full timeLocal areaFlexible hours$100k - $110k
...(commensurate with experience) Under the supervision of the Director of FP&A, the Manager, FP&A will oversee Financial Analysts and assist... ...maintains & optimizes financial models including: cash flow forecasting, revenue recognition, operational KPIs, etc. Perform...Full timeWork at officeLocal areaFlexible hours- ...monitoring are accounted for in a solution. Ensure user acceptance testing by product and support teams. Ensure defects are managed... ...controls and monitoring are operating effectively. Adhere to Bank policies and procedures and complete required training....
$90k - $150k
Job Description Job Description Company: Schultheis & Panettieri, LLP Position: Tax Manager Job Location: Hauppauge, NY Salary Range: $90,000-$150,000 based on experience Are you a seasoned tax professional looking for a change? Are you ready to form ...Local areaRemote work- Why Choose to Work with Us At SMG ABA LLC, we take pride in being more than just an accounting firm. We foster a unique team spirit that sets us apart from our competitors. Guided by a set of core values, we have established ourselves as a seven-time Inc. 5000 company...Summer workCasual workWork at officeLocal areaImmediate startFlexible hours
- ...compliance. This role involves strategic financial planning, oversight of budgeting processes, and collaboration with the CEO and Board of Directors. The ideal candidate will have extensive experience in financial management, particularly within the nonprofit sector, and a...
$150k - $200k
...About the job Tax Manager / Director - Public Accounting $150K-$200K - Islip, NY | Apply Now Now Hiring: Tax Manager / Director - Public Accounting in Islip, NY!Apply now with 24/7 PT.• Responsibilities:- About the Role\nWe are seeking an experienced Tax Manager or...Immediate start- ...located in Melville is looking for an Executive Assistant to the Director of Accounting. The current EA has been in the position for 30... ...mail from the mailroom Be the point of contact for attorneys, banks, and accountants Answer the phone for the Director if on...Work at office
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