66 Tax Strategy jobs in Pelham Bay
Head of Tax (New York)
Posted 16 days ago
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Tax Recruiter at JCW Search | Asset Management & Financial ServicesJob Title: Head of Tax
Location: New York, NY (Hybrid – 2 days in office)
Reports to: Chief Financial Officer
Employment Type: Full-Time
Compensation: $250,000 – $50,000 base + bonus
Overview:
A leading global investment firm with over 150 billion in assets under management is seeking a Head of Global Tax. This individual will be responsible for overseeing the firm's global tax strategy, compliance, and reporting. The ideal candidate brings deep technical tax expertise, strong leadership skills, and a strategic mindset to help align tax planning with broader business objectives.
Key Responsibilities:
- Develop and lead the firm’s global tax strategy across all jurisdictions
- Oversee tax planning, compliance, reporting, and risk management
- Advise on the tax implications of M&A, global expansion, and corporate structuring
- Partner with Finance, Legal, and senior leadership to integrate tax into the firm’s business strategy
- Manage relationships with external advisors and regulatory bodies
- Lead a small, high-performing tax team and ensure adherence to SOX and SEC requirements
Qualifications:
- CPA
- 15+ years of progressive tax experience, within asset management or financial services. Must have in-house experience
- Proven leadership and team management experience
- Strong technical knowledge of U.S. and international tax laws, including transfer pricing and cross-border structuring
- Excellent communication and project management skills
For more information regarding this position or other tax opportunities, please reach out to
Seniority level- Seniority level Director
- Employment type Full-time
- Job function Accounting/Auditing
- Industries Staffing and Recruiting, Financial Services, and Investment Management
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New York, NY $250 000.00- 350,000.00 3 days ago
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New York, NY 400,000.00- 500,000.00 2 weeks ago
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Tax Director, Global Tax and Compliance - Amer Sports (Arc'teryx, Salomon, Wilson Sporting Goods)New York, NY 180,000.00- 225,000.00 3 months ago
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VP, Tax Counsel - Alternative InvestmentsStamford, CT 200,000.00- 240,000.00 1 day ago
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Morris County, NJ 150,000.00- 200,000.00 1 week ago
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Tax Director/Partner, Professional Services Head of Tax (Bangkok Based, Relocation Provided)Livingston, NJ 200,000.00- 300,000.00 1 week ago
Executive Director, Accounting and FinanceNew York, NY 175,000.00- 200,000.00 1 year ago
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#J-18808-LjbffrManager, Financial Planning & Analysis
Posted 1 day ago
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Job Description
The Center for Justice Innovation is a community justice organization that centers safety and racial justice. Since our founding in 1996, the Center has partnered with community members, courts, and the people most impacted to create stronger, healthier, more just communities. Our decades of experience in courts and communities, coupled with our field-leading research and practitioner expertise, help us drive justice nationwide in innovative, powerful, and durable ways. For more information on how and where we work, please visit
The Center is a 900-employee, $130 million nonprofit that accomplishes its vision through three pillars of work: creating and scaling operating programs to test new ideas and solve problems, performing original research to determine what works (and what doesn't), and providing expert assistance and policy guidance to justice reformers around the world.
Operating ProgramsThe Center's operating programs, including the award-winning Red Hook Community Justice Center and Midtown Community Justice Center, test new ideas, solve difficult problems, and attempt to achieve systemic change within the justice system. Our projects include community-based violence prevention programs, alternatives to incarceration, reentry initiatives, and court-based initiatives that reduce the use of unnecessary incarceration and promote positive individual and family change. Through this programming, we have produced tangible results like safer streets, reduced incarceration, and improved neighborhood perceptions of justice.
ResearchThe Center's research teams are staffed with social scientists, data analysts, and lawyers who are academically-trained or have lived experience and who conduct research in the U.S. and globally on diverse criminal-legal system and justice issues. Their work includes evaluating programs and policies; conducting exploratory, community-based studies; and providing research translation and strategic planning for system actors. The Center has published studies on topics including court and jail reform, intimate partner violence, restorative justice, gun violence, reentry, sixth amendment rights, and progressive prosecution. The research teams strive to make their work meaningful and actionable to the communities they work with, policymakers, and practitioners.
Policy & Expert AssistanceThe Center provides hands-on, planning and implementation assistance to a wide range of jurisdictions in areas of reform such as problem-solving courts (e.g., community courts, treatment courts, domestic violence courts), tribal justice, reducing incarceration and the use of fines/fees and reducing crime and violence. Our current expert assistance takes many forms, including help with analyzing data, strategic planning and consultation, policy guidance, and hosting site visits to its operating programs in the New York City area.
Center SupportA dedicated support team within the Center ensures the smooth functioning of operations across various domains, including finance, legal, technology, human resources, fundraising, real estate, and communications. Comprising 15% of the organization's staff, these teams provide essential infrastructure support and innovative solutions aligned with the Center's mission and values.
THE OPPORTUNITYThe Center is seeking an experienced Manager of Financial Planning & Analysis to join the Finance team to assist with the financial planning and budget management for the organization. Reporting to the Director of Financial Planning & Analysis, the Manager of Financial Planning & Analysis will support the director in managing the Center's Financial Planning & Analysis team with preparation of the organizational budget and reporting while adhering to strict grant management compliance. The candidate should be someone with experience working in the nonprofit financial field, has high energy and curiosity about the Center's work and a talent for translating financial concepts to non-financial staff. The candidate should have strong interpersonal communications skills, a strong aptitude for data, financial analysis, and technology.
Responsibilities include but are not limited to:- Manage a portfolio of project grants, budgets, revenue, expenditures, and contract compliance;
- Supervise team of Budget Analysts;
- Assist with relationship management and reporting to government agencies, private funders, and other outside stakeholders;
- Provide financial review and approval of revenue and expense contracts;
- Review monthly, quarterly, and annual close and identify adjusting journal entries as needed;
- Review and approval of vendor invoices, expense reports, and corporate card reconciliations;
- Assist with internal financial reporting and communication to key stakeholders;
- Support Director with financial duties and special projects as needed; and
- Additional tasks as necessary.
Minimum Bachelor's degree in accounting, finance, or a closely related field. Minimum 2 years of experience as a Budget Analyst, Budget Specialist, or Accountant in nonprofit financial management.
Compensation:The compensation range for this position is $40,000 - 165,000. The Center for Justice Innovation offers an excellent benefits package including comprehensive healthcare with a national network, free basic dental coverage, vision insurance, short-term and long-term disability, life insurance, and flexible spending accounts including commuter FSA. We prioritize mental health care for our staff and offer services like Talkspace and Ginger through our healthcare plans. We offer a 403(b) retirement plan with a two-to-one employer contribution up to 5%.
The Center for Justice Innovation is an equal opportunity employer committed to fostering an inclusive and diverse workplace. We do not discriminate based on race, color, religion, gender identity, gender expression, pregnancy, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, or any other category protected by law. We strongly encourage and welcome applications from women, people of color, members of the LGBTQ+ community, and individuals with prior contact with the criminal justice system. Our goal is to create a supportive and respectful environment where everyone, regardless of background or identity, feels valued and included.
Candidates are expected to provide accurate and truthful information throughout the hiring process. Any misrepresentation, falsification, or omission of material facts may result in disqualification from consideration, withdrawal of an offer, or termination of employment, regardless of when discovered.
As of February 10, 2023, New York City Executive Order 25 rescinded the COVID-19 vaccination requirement for City workers, new hires, and contracted employees. While the Center does not require vaccination, we strongly recommend that all staff, interns, and volunteers stay up to date.
In compliance with federal law, all hires must verify their identity and eligibility to work in the United States and complete the required employment verification form upon hire. Please refer to the job posting for relevant contact information. If contact details are not provided, we kindly ask that you refrain from inquiries via phone or email, as only shortlisted candidates will be contacted.
Financial Planning Reporting Analyst
Posted 4 days ago
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Job Description
Organizational Overview Founded in 2004, Cognitive & Behavioral Consultants (CBC) is a leading mental health organization committed to helping individuals and families thrive. CBC specializes in evidence-based therapies, providing high-quality psychological care to children, adolescents, adults, couples, and families. Our mission is twofold: To create lasting, positive change for our clients through personalized, evidence-based treatment plans. To train and empower professionals locally, nationally, and globally to deliver top-tier care. At CBC, our clinical team is renowned for their expertise in therapies such as Cognitive and Behavioral Therapies (CBT), Dialectical Behavior Therapy (DBT), Acceptance and Commitment Therapy (ACT), and more. We also offer extensive training and consultation services for schools, organizations, and businesses. Our collaborative environment fosters professional growth and ensures our clinicians have the tools to excel in their practice while delivering cutting-edge treatments. Position Overview Reporting to the Executive Director, the Financial Planning & Reporting Analyst plays a key part in financial planning, data analysis, and performance reporting to support strategic decision-making. The Financial Planning & Reporting Analyst will collaborate across departments to ensure the accuracy and timeliness of financial reporting and contribute to continuous process improvements. Responsibilities Financial Planning & Analysis Develop and maintain annual budgets, forecasts, and long-range financial plans in alignment with practice goals. Analyze financial data to support strategic planning and operational decision-making. Conduct variance analysis comparing actual performance to budget, identifying trends and potential cost-saving opportunities. Financial Reporting Prepare monthly, quarterly, and annual financial reports for executive leadership, including profit & loss statements, balance sheets, and cash flow statements. Generate custom financial reports to evaluate service line profitability (e.g., therapy vs. testing). Ensure reports comply with GAAP (Generally Accepted Accounting Principles) and internal accounting policies. Recommend and implement improvements to reporting tools and financial processes Healthcare Revenue Cycle Support Analyze billing trends, insurance reimbursements, and patient collections to identify revenue leakage or improvement opportunities. Operational Efficiency & Business Insights Track key performance indicators (KPIs) such as clinician productivity, session volume, client retention, and appointment no-show rates. Assist in resource allocation planning, including staffing models and scheduling efficiency. Develop dashboards or visualizations for non-financial leadership to understand performance metrics. Cost Control & Profitability Monitor practice expenses, including rent, software subscriptions, clinical supplies, and employee benefits. Analyze return on investment (ROI) for marketing initiatives, technology tools, and facility expansions. Recommend cost reduction strategies without compromising quality of care. Compliance & Audit Support Support external audits and internal reviews by ensuring accurate documentation and financial transparency. Assist in compliance with healthcare regulations, and funding source reporting. Collaboration & Communication Partner with the Co-founders, Executive Director, Clinical Director, HR, and other departments to provide financial insight on decisions related to staffing, services, and patient experience. Translate complex financial data into actionable insights for clinical and administrative teams. Prepare and present financial reports and forecasts during leadership meetings. General Support: Provide assistance with administrative tasks and special projects as needed. Other duties as assigned. Working Conditions: With or without reasonable accommodation, the Financial Planning & Reporting Analyst must possess and maintain the physical and mental capacity to perform the essential duties of the position, which may include: Frequent sitting, standing, walking, and use of hands and arms to reach, type, or handle office materials. Occasionally stooping, kneeling, crouching, or lifting and moving objects up to 25 pounds. Clear vision to read documents and computer screens, hearing and speaking for effective communication in person and via telephone, and writing skills to document and process information accurately. Mobility and manual dexterity to operate standard office equipment, such as computers, printers, and phones, within a standard office environment. Communication Requirements: Effectively review, summarize, and communicate key information to support problem-solving and decision-making. Participate in meetings and present solutions, goals, and objectives to internal teams and external partners with clarity and professionalism. Complexity and Independent Action: Address a range of operational and programmatic challenges by evaluating and implementing efficient solutions. Exercise independent judgment to prioritize tasks and adapt procedures to meet the dynamic needs of the role. Travel Occasional travel may be required to support off-site meetings or operational needs. Qualifications Bachelor’s degree in Finance, Accounting, Economics, or related field 3+ years of experience in financial analysis or reporting Strong analytical and critical thinking skills Advanced proficiency in Microsoft Excel; familiarity with financial software such as QuickBooks, ExpensePath, and Paychex is a plus Excellent attention to detail, organization, and time management Strong interpersonal skills and ability to build relationships with staff, vendors, patients, and professionals. Ability to manage multiple priorities in a fast-paced environment Demonstrates the highest level of discretion and confidentiality. Highly resourceful team player with the ability to work independently. Compensation and Benefits: Competitive benefits package. Discretionary bonus opportunities. 401(k) matching after six months of employment (up to 3.5%) Generous paid time off Annual increases based on performance #J-18808-Ljbffr
Financial Planning & Analysis Director
Posted 23 days ago
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This role is an integral part of the Corporate Finance, Planning and Analysis team providing financial system support and guidance as well as extensive analytics. FP&A support will cover the Long Range Plan, Annual planning cycle, monthly estimates, and other special projects. Additionally, the position offers a unique opportunity to collaborate with all Regions and Brands, Wipro, OneSource, Global IT team and other corporate departments. Output for this role is visible to senior leadership across the organization and the successful candidate must be able to operate in a dynamic and fast-paced environment.
- Support all Corporate FP&A processes including long range planning, planning and estimate, and business wide reporting in OneStream including template creation, data collection, and data reconciliation
- Continuously evaluate and improve FP&A processes, particularly in data integration and automation, leveraging the full capabilities of OneStream to enhance efficiency and accuracy.
- Partner with IT to raise and prioritize enhancement requests, identify and fix errors and test updates with user templates, etc.
- Partner closely with the Brand and Regional finance and business teams to align financial systems, processes, and data with business needs, ensuring data accuracy and consistency across the organization.
- Provide change management support (comms, training, etc) to end user understanding and adoption, create documentation of updated processes
- Support the preparation and review of presentations that will be made to the Board of Directors, Executive Leadership Team, Executive Management Team, etc.
- Ad-hoc analysis and financial support
Qualifications
- 4-6 years of implementing OneStream FP&A applications leveraging Driver Based Planning capabilities
- Extensive experience with Financial Statement reporting, building advanced P&L models using OneStream Reporting tool
- Extensive business process experience across FP&A including supporting LRP, Budget, Monthly Estimate
- Experience with Operational Planning, including Sales Profitability Planning, Workforce Planning
- Strong analytical skills and ability to manage large volumes of data (particularly in Excel, Powerpoint, Power BI)
- Ability to understand end user requirements, translate to effective solutions, and effectively communicate between technical and business audiences
- Working knowledge of Mulit-national operations including foreign currency translation
- Strong interpersonal and communication (written and verbal) skills and ability to communicate with Senior Manangement
- Excellent time management, problem solving and teamwork skills. Ability to prioritize and multi-task a must.
Preferred Qualifications:
- 4-6 years of PL/SQL programming in an Oracle environment.
- Experience and knowledge of OneStream software, with ability as developer/script writer
- Working knowledge of data integration tools, preferably Informatica and Webmethods, or ODI
Financial Planning & Analysis Manager

Posted 2 days ago
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Job Description
Position Overview
We are seeking a highly motivated FP& A Analyst for a private equity backed client of ours in Bergen County. The ideal candidate is a proactive problem solver with exceptional Excel skills and experience in financial modeling, budgeting, forecasting, and performance analysis. This role will report directly to the Director of FP& A and work closely with leadership across departments.
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Key Responsibilities
+ Develop, maintain, and enhance complex financial models to support strategic decision-making and operational planning
+ Assist in the preparation of annual budgets, quarterly forecasts, and long-term financial plans
+ Analyze financial performance by comparing actual results to budget and prior periods; identify trends, risks, and opportunities
+ Partner with business units to develop key performance indicators (KPIs) and operational dashboards
+ Support monthly close process by preparing variance analyses and commentary for management and board reporting
+ Prepare materials for board meetings, investor presentations, and lender reporting
+ Evaluate business performance and investment opportunities through scenario modeling and ad hoc analysis
+ Continuously improve and automate financial models, templates, and reporting processes using advanced Excel techniques
Requirements
Qualifications
+ Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA a plus
+ 2-4 years of experience in FP& A, investment banking, consulting, or a similar analytical role
+ Advanced Excel skills required, including nested formulas, data tables, pivot tables, and dynamic modeling
+ Strong financial modeling experience (3-statement models, scenario/sensitivity analysis, valuation models)
+ Proficiency in financial systems and BI tools (e.g., NetSuite, Adaptive Insights, Power BI, or Tableau) is a plus
+ Excellent analytical, organizational, and problem-solving skills
+ Strong communication skills with the ability to present complex financial data in a clear and concise manner
+ Experience in a private equity-backed or fast-paced, growth-oriented environment preferred
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Financial Planning & Analysis Manager
Posted 4 days ago
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Job Description
This role supports Sales planning and defining targets for key accounts. Managing the full commercial relationship between ELC and the retailers buying department and Coordinating the Trade marketing activities on Brick and Mortar and on Line Channel. Ensuring cross brand collaboration and upholds ELC Corporate view across Retailer group.
Key roles and responsibilities include:
+ Drive Sales and Business Relationships.
+ Maintaining long lasting collaborative relationships with retailers.
+ Building collaborative relationships with retail partners and brand teams, working together to build and implement strong plans, with the ability to quickly identify relevant sales opportunities in order to achieve targets.
+ Executing strategic plans to deliver wholesale targets, keep net shipment plans updated based on trade and promotional activity.
+ Collaborating with Key Account Director, Field Sales Director and Commercial Leads to assists Brand Managers in developing distribution strategies in line with overall brand strategy.
+ Collaborating with internal and external stakeholders to executive sales programs that deliver on net budgets and drive profits.
+ Responsible for retailer collaboration with Open to buy (OTB) cascading to relevant brand teams.
+ Tracking and monitoring how the brands within ELC are performing in relation to the retailer and market. Collaborate with brands to identify opportunities and strategies to accelerate market share.
+ Executing initiatives with the retailer to drive synergies, sales and market share.
+ Ensuring all financial trackers are updated within agreed timelines' wholesale, retail, discount rebates, returns.
+ Communicating to Key Account Director, Brand Managers and VP Commercial/Sales and external stakeholders sales results and key metrics.
+ Escalating specific situations with a sense of urgency to Key Account Director and/or Commercial/Sales Lead.
+ Responsible for the retailer relationship by being the main point of contact to the retailers merchant/marketing for all day-to-day matters.
+ Understanding store operations and activities of each retailer and work in conjunction with the brand and field-based store team to deliver results.
+ Holding regular store visits with Commercial Leads, Field Sales team and Brand Mangers to understand commercial and retail environment and seek feedback on challenges and successes, to build into future planning and develop new best practices.
+ Effectively communicating with field, brand and education team to brief on retailer strategy and opportunities to maximize wholesale and retail sales.
+ Collaborating with Key Account Director to optimize the gross to net sales per retailer, per brand, per month.
+ Monitoring return targets for each account and recommend actions in collaboration with the Key Account Director.
+ Supporting in monthly sales estimate process by providing insight to key account sales, sell-in/sell-thru per retailer, key metrics etc.
+ Executing on coop plans in co-operation with the brands per retailer and share the follow up with the brand.
+ Participating in Brand Marketing and Sales planning meetings Marketing Execution/ Business Analytics.
+ Participating proactively in promotional and NPD launch planning processes, working collaboratively with Brand Marketing and Demand Planning teams. Identify any future growth/current launch plan opportunities.
+ Participating in presentations to retailers with ELC Brand Teams to launch and leverage new launches and growth opportunities in addition to market meetings.
+ Staying up to date with brand digital marketing activity, as well as competitor marketing activity (for broader view of the market).
**Qualifications**
+ Minimum 5+ years of experience in similar or related role. Prestige beauty experience an asset
+ Analytical Mindset
+ Uses data available to keep up to date on performance and current business trends
+ Exceptional interpersonal, analytical, negotiation and communication skills
+ Systems: MS Office (Intermediate), BI Systems
+ Ability to relate with different stakeholders and enjoys the fast-paced retail environment
+ Proactive in problem-solving and taking initiative to analyze, understand and improve business
+ Embraces change and adapts to new Company initiatives/directions with flexibility
Equal Opportunity Employer
It is Company's policy not to discriminate against any employee or applicant for employment on the basis of race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and related medical conditions), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. The Company will endeavor to provide a reasonable accommodation consistent with the law to otherwise qualified employees and prospective employees with a disability and to employees and prospective employees with needs related to their religious observance or practices. Should you wish to apply for this position or any other position with the Company and you believe you require assistance to complete an application or participate in an interview, please contact
Financial Planning & Analysis Director

Posted 13 days ago
Job Viewed
Job Description
This role is an integral part of the Corporate Finance, Planning and Analysis team providing financial system support and guidance as well as extensive analytics. FP&A support will cover the Long Range Plan, Annual planning cycle, monthly estimates, and other special projects. Additionally, the position offers a unique opportunity to collaborate with all Regions and Brands, Wipro, OneSource, Global IT team and other corporate departments. Output for this role is visible to senior leadership across the organization and the successful candidate must be able to operate in a dynamic and fast-paced environment.
- Support all Corporate FP&A processes including long range planning, planning and estimate, and business wide reporting in OneStream including template creation, data collection, and data reconciliation
- Continuously evaluate and improve FP&A processes, particularly in data integration and automation, leveraging the full capabilities of OneStream to enhance efficiency and accuracy.
- Partner with IT to raise and prioritize enhancement requests, identify and fix errors and test updates with user templates, etc.
- Partner closely with the Brand and Regional finance and business teams to align financial systems, processes, and data with business needs, ensuring data accuracy and consistency across the organization.
- Provide change management support (comms, training, etc) to end user understanding and adoption, create documentation of updated processes
- Support the preparation and review of presentations that will be made to the Board of Directors, Executive Leadership Team, Executive Management Team, etc.
- Ad-hoc analysis and financial support
**Qualifications**
- 4-6 years of implementing OneStream FP&A applications leveraging Driver Based Planning capabilities
- Extensive experience with Financial Statement reporting, building advanced P&L models using OneStream Reporting tool
- Extensive business process experience across FP&A including supporting LRP, Budget, Monthly Estimate
- Experience with Operational Planning, including Sales Profitability Planning, Workforce Planning
- Strong analytical skills and ability to manage large volumes of data (particularly in Excel, Powerpoint, Power BI)
- Ability to understand end user requirements, translate to effective solutions, and effectively communicate between technical and business audiences
- Working knowledge of Mulit-national operations including foreign currency translation
- Strong interpersonal and communication (written and verbal) skills and ability to communicate with Senior Manangement
- Excellent time management, problem solving and teamwork skills. Ability to prioritize and multi-task a must.
Preferred Qualifications:
- 4-6 years of PL/SQL programming in an Oracle environment.
- Experience and knowledge of OneStream software, with ability as developer/script writer
- Working knowledge of data integration tools, preferably Informatica and Webmethods, or ODI
Equal Opportunity Employer
It is Company's policy not to discriminate against any employee or applicant for employment on the basis of race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and related medical conditions), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. The Company will endeavor to provide a reasonable accommodation consistent with the law to otherwise qualified employees and prospective employees with a disability and to employees and prospective employees with needs related to their religious observance or practices. Should you wish to apply for this position or any other position with the Company and you believe you require assistance to complete an application or participate in an interview, please contact
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Manager, Tax Legal Business Associate - Tax Technology Consulting

Posted 13 days ago
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Job Description
What you'll do
As a professional in Deloitte's Tax Technology Consulting (TTC) team, you will be a part of a team that provides an integrated approach to technology implementations, automation, data wrangling and document extraction and data management and analytics that help legal departments maximize the strategic value to the organization. You will deliver services for companies that streamline their process and increase efficiency; leveraging numerous applications.
This is a unique opportunity for you to join a team as it expands and help us position Deloitte as the clear legal technology leader.
As a Legal Technology Manager, you will contribute to the growth and success of Deloitte Tax LLP in a variety of ways, including:
+ Client Management: Manage the day-to-day interactions with executive clients and sponsors.
+ Delivery: Work with a team to optimize legal processes, leveraging technology to align legal software with the clients' specific requirements and goals.
+ Solutions: Identify, design and leverage technology and innovative solutions to address the legal department needs.
+ Support: Provide training around day-to-day activities, related to processes and various technologies or situational changes.
+ Cross Functional Teaming: Understand and articulate the broader practice and Deloitte overall. Maintain relationships and serve clients holistically.
+ People Development: Perform role of counselor and coach; participate in the staffing process and retention activities.
+ Business Development: Develop and maintain contacts, organize and lead pursuit teams; contribute to business development.
Qualifications
Required:
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
+ 5+ years' experience with legal and/or technology solutions
+ Bachelor's degree
+ Experience with one or more of the following:
+ Implementation experience with Agiloft, SirionOne, Icertis or any other CLM (contract lifecycle management) software
+ Experience with document extraction tools, data wrangling tools such as Alteryx, and visualization/BI tools such as Power BI, Tableau or QlikView and others
+ Experience with DocuSign CLM or Salesforce configuration
+ Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve
+ One of the following active accreditations obtained:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed Attorney (or foreign equivalent)
+ Enrolled Agent
+ PMP (Project Management Certification)
+ Contract & Commercial Management (CCM) Certification Program
+ Certified Financial Analyst (CFA)
+ PMI Agile Certified Practitioner (Project Management Institute-ACP)
+ Certified Change Management Professional (CCMP)
+ Certified Business Analysis Professional (CBAP)
+ Procurement/Legal Procurement or SAS® Certified Data Scientist.
+ Paralegal Certification with a 4-year degree
+ Other Technical Certifications:
+ Six Sigma (Black Belt and Green Belt)
+ Microsoft Certified Solutions Developer (MCSD) Contract & Commercial Management (CCM) Certification Program, PMI Agile Certified Practitioner (Project Management Institute-ACP)
+ Certified Systems Engineering Professional (CSEP)
+ The Information Systems Security
+ Architecture Professional (CISSP-ISSAP)
+ Certified Change Management Professional (CCMP) or SAS® Certified Data Scientist
+ DocuSign (Workflow Manager, E-signature, CLM, etc.)
+ iCertis
+ Onit Product Suite (Level 2 and above)
+ Conga CLM
+ Agiloft,
+ Sirion Labs
+ Kira
+ Thomson Reuters (Legal Tracker, High Q, or Contract Express),
+ Wolters Kluwer Passport (Passport Legal Spend and Matter Management)
+ Mitratech Team Connect and TAP
+ Vendor certification for management of implementations (SAP, Thomson Reuters, etc.) or relevant industry certification such as Microsoft Certified Solutions Developer (MCSD), AWS (Amazon Web Services, or GCP (Google Cloud Platform)
Preferred:
+ Advanced Degree in any of the above fields
+ Experience with template rationalization and harmonization, guide or playbook creation and the design of the contracting processes
The team
At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps legal and tax departments pursue a streamlined, transparent, and efficient function that enhances the core responsibilities of contracting, compliance, reporting and planning, while also positioning legal and tax as a for the digital era. We specialize in tax and can effectively address a corporate legal and tax function's unique needs, requirements and obligations. As technology specialists, we help clients make appropriate technology choices for legal departments and for both direct and indirect taxes across all business cycles that have a tax impact tax. Our team, the largest of its type, offers the necessary combination of skills, methodology and practical experience to help clients with a successful ERP implementation.
Deloitte TTC professionals are aligned across our global network of member firms to support our clients' objectives and address their challenges. Our team's multi-disciplinary approach combines legal, tax technical and technology skillsets, enabling greater impact and efficiency within our client's organization. TTC's business services help clients with operating model evaluation, technology roadmap development for a desired future state, data, document and contract management solutions, automation opportunities, portals, cloud for enterprise systems, agile resourcing models, risk, provision and compliance. Learn more about Deloitte Tax Technology Consulting.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $108,430 to $246,870.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation: qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Sr. Manager, Financial Planning & Analysis
Posted 1 day ago
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Crane is a diversified manufacturer of highly engineered solutions operating globally across two exciting segments: Process Flow Technologies and Aerospace & Electronics. Supporting those segments, we have multiple business units operating independent P&Ls with structural reporting that includes a President and staff to drive their respective strategies. Accordingly, each of those business units has a CFO and a staff, including FP&A, and related resources necessary to support the business financial objectives.
This Sr. Manager, FP&A position is part of the Corporate FP&A Team, that supports the entirety of Crane. This role is based in our Stamford, CT headquarter office.
I am looking for a senior FP&A leader to join our Corporate Headquarters which houses our most senior executives at Crane, says Cranes VP of FP&A. With this close-knit group of executives, I need a partner who will help refine and improve our common reporting approaches across Crane while also using business financial information, including historical trending and alignment with forecasts and budgets, to quickly isolate gaps / opportunities in the most efficient way possible. I am looking for an energetic, talented individual who enjoys the fun of tackling complex tasks. Given the breadth of opportunities and challenges that are inherent in our exciting business model, were looking for someone who can manage a variety of shifting priorities on the day-to-day basis. I need a partner who is hands-on and seeks to jump in where necessary!
Functional success can be defined as follows:
Continue to develop, enhance, implement and sustain a planning and analysis capability that will:
- Identify business unit opportunities to improve performance we dont just accept the results at Crane! We strive to be better, year after year!
- Provide senior executives at Corporate with appropriate reports and analyses, at the appropriate cadence (weekly, monthly, quarterly, ad hoc)to measure the performance of the Companys portfolio of business units against the annual operating plan (budget), periodic forecasts and prior year. Rich Maue, Cranes CFO is often heard saying, Not too little, not too much.just the right amount that an executive can easily distill / understand with valuable insights!
- Interact with all business unit finance leaders to understand root cause of gaps / opportunities to what was otherwise expected in periodic performance. Rich Maue continued, Nothing is more effective than picking up the phone, or conducting a virtual meeting to understand and see what occurred with the CFO or FP&A leader at a business unit.
- Identify opportunities to be more efficient and make things easier for our business units who are doing all they can to drive profitable growth!
- Provide a critical eye over the Corporate Office department spend. Our corporate office needs to be a lean machine!
- Lead the Operating Plan and Forecasting process across the Company
- Analyze financial data and provide detailed reports highlighting key performance indicators and trends
- Monitor financial performance against operating plan, forecast and prior year, providing variance analysis and actionable insights.
- Develop and maintain comprehensive financial models to support strategic decision-making
- Prepare material for the board of directors, investor relations and the CFO and COO and CEO of Crane Company.
- Partner with the Corporate Controller, Investor Relations and Business Development teams in Stamford on month end reporting, quarterly earnings reporting and M&A activity We are very acquisitive and will continue to have exciting acquisition activities where this position will play a critical role assessing valuation models / questioning assumptions, etc.
- Identify opportunities for cost reduction, process improvement and automation
- Assist the CFO of Crane with ongoing training material development for our CFOs and business leaders in the field to hone their finance skills.
- Proficiency in HFM (Hyperion Financial Management)
- Advanced user of MS Office (PowerPoint, Word, Excel Macros)
- Strong analytical skills with the ability to interpret complex financial data and provide actionable insights
- Excellent problem-solving skills with a proactive approach to identifying and addressing financial challenges
- Ability to manage multiple priorities with a sense of urgency
- Experience working with cross-functional teams and collaborating with senior executives
- Experience with business intelligence and data analytics platforms, a Plus
- Experience with Scripting Languages / Microsoft Technology (JavaScript, VB, .NET, Python, PERL), a plus
- MBA or masters in finance or CFA required
- 8 to 10 years of FP&A experience, with some exposure to Corporate FP&A preferred
- Experience with Manufacturing Company in a Cost Accounting environment preferred
- A partner to our VP, FP&A collaborator to the field
- Smart/Fun!
- An effective communicator with highly effective written and speaking skills
- An active listener
- Customer-focused
- Someone looking to achieve more at a company that continues to excel and outperform peers
Crane is headquartered in Stamford, CT. Its 7,000 + associates, located across the globe, design, manufacture and sell highly engineered industrial products worldwide through its two operating segments.
- Process Flow Technologies (PFT) - The PFT segment provides engineered fluid handling equipment for critical performance applications that require high reliability. The segment is comprised of Process Valves, Commercial Valves and Other Products.
- Aerospace & Electronics - The Aerospace & Electronics segment supplies critical components and systems, including original equipment and aftermarket parts, primarily for the commercial aerospace and military aerospace and defense markets.
Philanthropy: Crane and its businesses embrace philanthropy around the world. Our associates are encouraged to volunteer time from their work schedules to actively engage and support charitable causes important to our local teams. In addition to thousands of volunteer hours, the Company annually donates more than $12M through three independent charitable funds, to former associates in need, to local organizations nominated by our associates and in support of important global causes / needs. The largest of the charitable funds The Crane Fund is also Crane's largest shareholder.
Crane Business System (CBS) : R.T. Crane stated in his autobiography: Very early in my business experience I became convinced that, in order to succeed in the large business at which I was aiming, a thorough system must be devised. Today, Cranes 7,000 associates are united in using the Crane Business System to build a global network of people and solutions with consistent safety, quality, delivery, and cost that generates profitable organic growth, from one side of the globe to the other. Crane executes more than 300 kaizen events annually to drive continuous improvement throughout its worldwide operations. Whether evaluating / developing / rewarding people, creating an annual plan, implementing a strategy deployment process, visually managing results in factories and offices, or linking value streams, this common system ensures that all of Cranes businesses are disciplined and focused as one connected body, on achieving its corporate objectives of sustainable, profitable growth and strong free cash flow. Crane believes that the successful deployment of this powerful system, in the hands of the best talent and supported by strategic acquisitions, is the most important force behind its ability to grow.
Financial Performance: Crane continues to drive strong financial performance, generating earnings growth that exceeded 20% in each of the last four years with a post separation top line of :$ billion. Record margin performance in 2024 and guiding to more of the same in 2025! And of course strong free cash flow we need to get to a sustained 100% conversion! We exceeded investor expectations in the first quarter of 2025 and over the last three years, Further detail can be found on the companys website, in the investors section.
Ownership & Governance: Crane is publicly listed on the New York Stock Exchange (NYSE: CR). The companys stock has enjoyed strong performance over the past five years as outlined at
Crane features a very strong leadership team, both at the corporate level: . and the business segment level:
Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Manufacturing
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#J-18808-LjbffrSr. Manager, Financial Planning & Analysis
Posted 1 day ago
Job Viewed
Job Description
Crane is a diversified manufacturer of highly engineered solutions operating globally across two exciting segments: Process Flow Technologies and Aerospace & Electronics. Supporting those segments, we have multiple business units operating independent P&Ls with structural reporting that includes a President and staff to drive their respective strategies. Accordingly, each of those business units has a CFO and a staff, including FP&A, and related resources necessary to support the business financial objectives.
This Sr. Manager, FP&A position is part of the Corporate FP&A Team, that supports the entirety of Crane. This role is based in our Stamford, CT headquarter office.
I am looking for a senior FP&A leader to join our Corporate Headquarters which houses our most senior executives at Crane, says Cranes VP of FP&A. With this close-knit group of executives, I need a partner who will help refine and improve our common reporting approaches across Crane while also using business financial information, including historical trending and alignment with forecasts and budgets, to quickly isolate gaps / opportunities in the most efficient way possible. I am looking for an energetic, talented individual who enjoys the fun of tackling complex tasks. Given the breadth of opportunities and challenges that are inherent in our exciting business model, were looking for someone who can manage a variety of shifting priorities on the day-to-day basis. I need a partner who is hands-on and seeks to jump in where necessary!
Functional success can be defined as follows:
Continue to develop, enhance, implement and sustain a planning and analysis capability that will:
- Identify business unit opportunities to improve performance we dont just accept the results at Crane! We strive to be better, year after year!
- Provide senior executives at Corporate with appropriate reports and analyses, at the appropriate cadence (weekly, monthly, quarterly, ad hoc)to measure the performance of the Companys portfolio of business units against the annual operating plan (budget), periodic forecasts and prior year. Cranes CFO is often heard saying, Not too little, not too much.just the right amount that an executive can easily distill / understand with valuable insights!
- Interact with all business unit finance leaders to understand root cause of gaps / opportunities to what was otherwise expected in periodic performance. Nothing is more effective than picking up the phone, or conducting a virtual meeting to understand and see what occurred with the CFO or FP&A leader at a business unit.
- Identify opportunities to be more efficient and make things easier for our business units who are doing all they can to drive profitable growth!
- Provide a critical eye over the Corporate Office department spend. Our corporate office needs to be a lean machine!
Additional Specific Responsibilities and Duties:
- Lead the Operating Plan and Forecasting process across the Company
- Analyze financial data and provide detailed reports highlighting key performance indicators and trends
- Monitor financial performance against operating plan, forecast and prior year, providing variance analysis and actionable insights.
- Develop and maintain comprehensive financial models to support strategic decision-making
- Prepare material for the board of directors, investor relations and the CFO and COO and CEO of Crane Company.
- Partner with the Corporate Controller, Investor Relations and Business Development teams in Stamford on month end reporting, quarterly earnings reporting and M&A activity We are very acquisitive and will continue to have exciting acquisition activities where this position will play a critical role assessing valuation models / questioning assumptions, etc.
- Identify opportunities for cost reduction, process improvement and automation
- Assist the CFO of Crane with ongoing training material development for our CFOs and business leaders in the field to hone their finance skills.
Required Skills:
- Proficiency in HFM (Hyperion Financial Management)
- Advanced user of MS Office (PowerPoint, Word, Excel Macros)
- Strong analytical skills with the ability to interpret complex financial data and provide actionable insights
- Excellent problem-solving skills with a proactive approach to identifying and addressing financial challenges
- Ability to manage multiple priorities with a sense of urgency
- Experience working with cross-functional teams and collaborating with senior executives
- Experience with business intelligence and data analytics platforms, a Plus
- Experience with Scripting Languages / Microsoft Technology (JavaScript, VB, .NET, Python, PERL), a plus
Qualifications:
- MBA or masters in finance or CFA required
- 8 to 10 years of FP&A experience, with some exposure to Corporate FP&A preferred
- Experience with Manufacturing Company in a Cost Accounting environment preferred
Personal Attributes:
- A partner to our VP, FP&A collaborator to the field
- Smart/Fun!
- An effective communicator with highly effective written and speaking skills
- An active listener
- Customer-focused
- Someone looking to achieve more at a company that continues to excel and outperform peers
Company Background (
Crane is headquartered in Stamford, CT. Its 7,000 + associates, located across the globe, design, manufacture and sell highly engineered industrial products worldwide through its two operating segments.
- Process Flow Technologies (PFT) - The PFT segment provides engineered fluid handling equipment for critical performance applications that require high reliability. The segment is comprised of Process Valves, Commercial Valves and Other Products.
- Aerospace & Electronics - The Aerospace & Electronics segment supplies critical components and systems, including original equipment and aftermarket parts, primarily for the commercial aerospace and military aerospace and defense markets.
Company History and Culture:
Philanthropy: Crane and its businesses embrace philanthropy around the world. Our associates are encouraged to volunteer time from their work schedules to actively engage and support charitable causes important to our local teams. In addition to thousands of volunteer hours, the Company annually donates more than $25M through three independent charitable funds, to former associates in need, to local organizations nominated by our associates and in support of important global causes / needs. The largest of the charitable funds The Crane Fund is also Crane's largest shareholder.
Crane Business System (CBS) : R.T. Crane stated in his autobiography: Very early in my business experience I became convinced that, in order to succeed in the large business at which I was aiming, a thorough system must be devised. Today, Cranes 7,000 associates are united in using the Crane Business System to build a global network of people and solutions with consistent safety, quality, delivery, and cost that generates profitable organic growth, from one side of the globe to the other. Crane executes more than 300 kaizen events annually to drive continuous improvement throughout its worldwide operations. Whether evaluating / developing / rewarding people, creating an annual plan, implementing a strategy deployment process, visually managing results in factories and offices, or linking value streams, this common system ensures that all of Cranes businesses are disciplined and focused as one connected body, on achieving its corporate objectives of sustainable, profitable growth and strong free cash flow. Crane believes that the successful deployment of this powerful system, in the hands of the best talent and supported by strategic acquisitions, is the most important force behind its ability to grow.
Financial Performance: Crane continues to drive strong financial performance, generating earnings growth that exceeded 20% in each of the last four years with a post separation top line of ~$2 billion. Record margin performance in 2024 and guiding to more of the same in 2025! And of course strong free cash flow we need to get to a sustained 100% conversion! We exceeded investor expectations in the first quarter of 2025 and over the last three years, Further detail can be found on the companys website, in the investors section.
Ownership & Governance: Crane is publicly listed on the New York Stock Exchange (NYSE: CR). The companys stock has enjoyed strong performance over the past five years as outlined at
Crane features a very strong leadership team, both at the corporate level: . and the business segment level:
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