managing senior financial planning specialist - Bethesda, MD - beBeeTaxAccountant

We are seeking an Estate Planning Specialist to join our team in McLean, VA. This role will focus on helping families implement thoughtful estate planning strategies in coordination with their broader financial plans. · ...

We believe exceptional advice goes beyond investments — it requires thoughtful coordination across tax, estate, and financial planning disciplines. · ...

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. · ...

The Specialist supports critical operations by executing acquisition planning, demand forecasting, and contract management in accordance with Authority procurement policies.Executes planning initiatives in support of all assigned operations services departments/offices. · ...

We are seeking a skilled Capital Planning Specialist to join our team. This role involves supporting the development of comprehensive capital spend plans budget submissions and fiscal guidance ensuring alignment with programmatic objectives. · The ideal candidate will work closel ...

We are seeking a skilled Capital Planning Specialist - Data Analyst to join our team. This role involves supporting the development of comprehensive capital spend plans, budget submissions, and fiscal guidance. · Assist in the development of comprehensive capital spend plans. · T ...

The Retirement Plans Specialist will be responsible for providing on-site service and education to assigned client base to expand current plan enrollment and participation, increase savings levels, retain current participant base, and enhance the investment knowledge of plan part ...

The retirement plan specialist will oversee daily operations of multiple retirement plans and ensure compliance with ERISA and IRS requirements. · ...

· Company Description · ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry-leading practices. ProSidian services focus on the broad spectrum of Enterprise Service Solutions for Ris ...

We are looking for a Retirement Plan Specialist to join our team in the greater Seattle area. As a Retirement Plan Specialist, you will deliver on-site education for plan sponsor participants, conduct financial advisory investment counseling sessions with employees and retirees, ...

The Specialist Acquisition Planning supports critical operations by executing acquisition planning, demand forecasting, and contract management in accordance with Authority procurement policies. The role manages the full contract lifecycle for large or complex procurements to enh ...

Join a great place to work with MissionSquare. · ...

Support financial/accounting actions training events as a liaison for client. · ...

The role of the Planning Supports Specialist is to provide quality planning and technical support as it relates to the Person-Centered Planning (PCP) process and Long-Term Services and Supports (LTSS) billing. This role provides basic case management oversight as it relates to in ...

This position requires an active TS/SCI with Full Scope Polygraph clearance. · The Planning Specialist will support financial/accounting actions, training events and act as a liaison. · Serve as program manager for client coordinating, tracking and monitoring administrative and p ...

The role of the Planning Supports Specialist provides quality planning and technical support for the Person-Centered Planning (PCP) process and Long-Term Services and Supports (LTSS) billing. · Additionally, this role provides basic case management oversight as it relates to info ...

Description · Planning Specialist · This position requires an active TS/SCI with Full Scope Polygraph clearance. · Preting LLC (d.b.a. Cherokee Preting) is seeking a fully cleared Planning Specialist to support our Client in Northern Virginia. The Planning Specialist will have a ...

This position requires an active TS/SCI with Full Scope Polygraph clearance to support financial/accounting actions and training events as a liaison in Northern Virginia. · ...

This position requires an active TS/SCI with Full Scope Polygraph clearance. · Preting LLC (d.b.a. Cherokee Preting) is seeking a fully cleared Planning Specialist to support our Client in Northern Virginia. The Planning Specialist will have a Full Scope Poly at time of applicati ...

+Job summary · The role of the Planning Supports Specialist is to provide quality planning and technical support as it relates to the Person-Centered Planning process.Maintain up-to-date records in Electronic Health Records, iCare Manager (ICM), program files including PCP docume ...

The Health Plan Performance (HPP) Specialist serves as a critical strategic partner and primary liaison between Aledade and our payer partners. This role is responsible for the end-to-end orchestration of health plan performance strategies, ensuring that our Medicare Advantage, C ...