Occupancy Planner
Planner Job In Holtsville, NY
Conduct site assessments and surveys to ensure that occupancy, furniture, space type and client data is accurate
Prepare and present detailed options to the Real Estate leads
Optimize space usage for efficiency and functionality
Analyse space utilization data to identify opportunities for improvement
Ensure compliance with core program standards.
Demonstrate proactive solutioning
Maintain a working knowledge of space management systems
Receive and process client move requests
Participates in planning meetings hosted by the client and other key stakeholders
Create/plan move phasing documentation that details how large move projects will be broken down and completed
Prepare/update move status reports
Monitor client and business for changes to move scope and/or requirements
Support broader space management projects and initiative
Adjust plans to accommodate change requests
Ticket management for new hire, space, move and/or other requests for specific ticket types in the assigned region.
Update and establish space stacking plans and floor block plans, conduct space analysis and create various occupancy options, supported by data.
Conduct physical space audits to document and validate occupancy and occupancy attributes and collaborate with other onsite teams to ensure space audits are being conducted as required and prescribed.
Be comfortable with providing Excel analysis of CAFM data, to support planning scenarios.
Ability to develop presentations that tell a concise and relevant story, with visuals.
Strive to maintain best in class space and occupancy data.
Update database on information received from HR for new hires, terminations, and moves.
Support quarterly audits by physically walking space and updating data; collaborate with onsite resources for audits and reporting of sites outside of assigned territory.
Experience:
Minimum two to four years of space planning, design, occupancy planning, or workplace in a corporate real estate environment.
Background in design, architecture, workplace planning and strategy desired
Intermediate to advanced knowledge and experience with Microsoft Office
Excellent communication skills with the ability to coordinate across multiple teams and departments.
Advanced ability to read and understand building drawings and floor plans
Experience working with CAD or other drafting software
Experience with space planning software
ability to multitask and deal with changing priorities and/or requirements
Strong attention to detail
Willingness to work nights and weekends as required supporting moves
Excellent communication skills, both written and oral
Excellent customer service and interpersonal relationship skills. Ability to work independently and as part of a team.
Education:
High School Diploma or equivalent
Skills:
MS EXCEL
Work with an IWMS (Manhattan One) system management which includes floor plan updates (via AutoCAD), space and move data.
Experience with IWMS/space management software.
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Recruiter Details:
Name: Fahad
Email: *****************************
Internal Id: 25-33945
Financial Planner
Planner Job In Farmingdale, NY
About Us:
Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.
Job Description:
Financial Planners at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Northwestern Mutual Financial Representative:
1. Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
2. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
3. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
4. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs.
Compensation & Benefits
Average vs Top 25% vs Top 10%
Year 1 | $78,939 - $168,306 - $238,982 Year 5+ |$306,679 - $726,808 - $1,113,953
Beyond income, you'll also have access to a comprehensive benefits package:
· Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more
· Retirement Package and Pension Plan
· Medical, Dental, Vision, Life Insurance and Disability Income Insurance
· Family Planning
You could be right for this opportunity if you have:
· 4-year degree; or equivalent professional work experience
· Entrepreneurial ambitions
· History of success in sales, athletics, military, client services, or client-facing roles
· Excellent time-management skills
· Desire for continuous learning
Awards and Accolades:
- FORTUNE 111 (FORTUNE 500, 2023)
- One of the “World's Most Admired” companies (FORTUNE Magazine, 2024)
- One of “America's Best Large Employers” (Forbes Magazine, 2023)
- One of “America's Greatest Workplaces for Diversity” (Newsweek, 2023)
- Top 50 Employers (Equal Opportunity Magazine, 2023)
- Best Places to Work #82 (Glassdoor, 2021)
- Highest Rated CEO's (Glassdoor, 2021)
Purchase Specialist
Planner Job In Bellport, NY
Purchasing Specialist
REPORTING TO: Operations Manager
COMPANY: Block Scientific, a Lab Advanced Solutions Company
BUSINESS
Lab Advanced Solutions (“LAS”) is a lab equipment, product and services business headquartered in Bellport, New York. LAS is comprised of Block Scientific (“Block”) and Myco Instruments. Block, established over 20 years ago, is a refurbisher of lab equipment, distributor of new and used equipment, seller of consumables and reagents, and a repair and maintenance service provider to the medical lab industry. MYCO, established over 20 years ago, is based in Bonney Lake, WA and is a lab equipment procurement and wholesaler company.
Across the two companies of LAS, we have common values. We pride ourselves on high quality service, a national infrastructure, and the ability to always craft a solution that works for the customer. With your help, we look forward to continuing to do so in a fun, professional environment.
As a member of the LAS team, the role is part of a premier medical lab solutions provider. LAS operates as a critical business in the ecosystem of the healthcare industry, helping provide equipment, service, and support needed to keep the country's regional lab systems and outpatient facilities running smoothly. LAS is at the forefront of leading the latest lab innovations into healthcare environments, educating essential workers on the use of that equipment, and the rapid response to diagnose and remediate technical issues with the equipment.
POSITION SUMMARY: We are seeking a purchasing specialist to perform a variety of duties that are critical to our operations.
KEY RESPONSIBILITIES
· Process and manage purchase orders from start to finish
· Procure necessary materials and supplies for the organization including reagent forecasting and analysis
· Utilize systems and software to track and monitor inventory levels
· Collaborate with suppliers to negotiate pricing and contract terms
· Coordinate with the supply chain team to ensure timely delivery of goods
· Maintain accurate records of purchases, contracts, and supplier information
· Monitor and analyze market trends to identify potential sourcing opportunities
· Assist in the development and implementation of supply chain management strategies
· Ensure compliance with company policies and procedures
· Process and manage customer orders from start to finish as backup/when needed
· Quoting and Order Entry
· Fielding Customer Service Calls i.e. inventory, order status
· Updating Pricelists
KEY EXPERIENCE
· 1 - 3 years of experience in procurement or supply chain management preferred
· Strong negotiation skills with the ability to secure favorable pricing and terms
· Knowledge of logistics and supply chain processes
· Familiarity with contract management principles
· Excellent attention to detail and organizational skills
· Proficient in using computer systems and software for order processing
· Ability to work independently and prioritize tasks effectively
· Strong communication skills, both written and verbal
Purchasing Planner - Private Label
Planner Job In Port Washington, NY
The Inventory Planner ensures on-time delivery and optimal inventory levels of private label and other import goods. The Planner is an essential link between Product Teams, Suppliers, Freight Forwarders, and Customer Service in facilitating continuous supply of core products as well as launching new items.
Responsibilities
Utilize Microsoft 365 System for most aspects of work:
Inventory planning review and analysis
Add and maintain item file data, including pricing and tariff codes
Review and create purchase orders to send to suppliers
Set and maintain order parameters, safety stock, and make purchase order changes
Export reports and recaps: inventory, open purchase orders, supplier delivery schedules
Reconcile on hand inventory between Port Washington and NJ 3
rd
party warehouse portal
Work closely with suppliers and freight forwarders to ensure on-time delivery, approve overseas shipments, coordinate shipping documents and container deliveries, and maintain accurate delivery dates.
Monitor ocean shipments and when necessary, request air freight approval.
Expedite and communicate supplier delivery status to Customer Service and Private Label teams.
Effectively manage supplier capacity constraints - create build orders for seasonal peaks.
Investigate supplier invoice issues and help reconcile with AP for payment.
Work with Quality Control Manager to help resolve supplier quality issues, replacements and returns.
Meet with Private Label Brand Team on new programs and discontinued items.
Analyze inventory level inconsistencies to determine root cause and take necessary actions, i.e. late delivery from supplier, under/over forecast, etc.
Request forecast review with Demand Planner when inventory inconsistencies result from actuals under/over forecast quantities.
Comply with all SOP's related to the position's responsibilities.
Qualifications
Associate's degree required, bachelor's degree preferred
Minimum 5 years of related experience
Understanding of the purchasing and supply chain processes and best practices
Experience working with Freight Forwarders and US Customs
Experience with Microsoft 365 or other ERP/MRP system. and BI systems
Advanced Excel skills with the ability to analyze trending data including inventories and MRP (material requirement planning) data; experience with Outlook and Word
Solid judgment and decision making in the assigned field
Good communicator internal and external, with acute attention to detail
Must work well as a part of a team
Component Planner, Cooper Lighting Solutions
Planner Job In Hicksville, NY
About Signify Through bold discovery and cutting-edge innovation, we lead an industry that is vital for the future of our planet: lighting. Through our leadership in connected lighting and the Internet of Things, we're breaking new ground in data analytics, AI, and smart solutions for homes, offices, cities, and beyond.
At Signify, you can shape tomorrow by building on our incredible 125+ year legacy while working toward even bolder sustainability goals. Our culture of continuous learning, creativity, and commitment to diversity and inclusion empowers you to grow your skills and career.
Join us, and together, we'll transform our industry, making a lasting difference for brighter lives and a better world. You light the way.
More about the role
This is an exciting job opportunity for you to light the way as a Component Planner in Hicksville, NY, with Cooper Lighting Solutions, a business unit of Signify, the world leader in lighting.
* Implement Supply Chain (SC) actions, initiatives, and strategies to deliver market and cluster SC objectives aligning with the market business plan, managing inventory levels and forecasting the demand plan.
* Optimize market network and operationalize new channel/geography; ensure sales fulfillment for all channels and enable new channels.
* Interface with the market leader, commercial leaders, regional logistics leader and regional planning leader.
* Attains harmonized Order Management & Customer Service processes.
* Delivers on DRM (Delivery Reliability Metric) and cost targets.
* Must be legally authorized to work in the United States without current or future company sponsorship needs.
More about you
While we value and appreciate all applicants, we believe that the following experience and skills will be needed to shine brightly in this job opening:
* High School diploma or equivalent; bachelor's degree preferred
* 3+ years of planning experience; supply management & business planning experience
* Understands commercial/industrial/consumer markets, customers, and services/products
* Able to design and implement business processes around customer needs
* Work experience with MRP/ERP systems; SAP experience highly preferred
Everything we'll do for you
You can grow a lasting career here. We'll encourage you, support you, and challenge you. We'll help you learn and progress in a way that's right for you, with coaching and mentoring along the way. We'll listen to you too, because we see and value every one of our 30,000+ people.
We believe that a diverse and inclusive workplace fosters creativity, innovation, and a full spectrum of bright ideas. With a global workforce representing 99 nationalities, we are dedicated to creating an inclusive environment where every voice is heard and valued, helping us all achieve more together.
* Salary: $72,500 - 96,600
* Bonus: target bonus opportunity - 5%
* Benefits Overview: Company subsidized benefits plan offerings that include Medical, Health Savings Account, Dental, 401K retirement plan with company match, Employee Stock Purchase Plan (ESPP), Paid Time Off, including paid vacation, holidays/personal days, tuition reimbursement and products discounts. Ability to purchase supplemental benefits that include supplemental life insurance, dependent life insurance, vision insurance and Accidental Death & Dismemberment insurance, health care flexible spending account and dependent care flexible spending account
Come join us, and together we can light the way.
#LI-DC1
Global Vacation Planner
Planner Job In Chappaqua, NY
Want to help people see the world while growing your own income? Join us as a Global Vacation Planner and create custom travel experiences for clients everywhere, from tropical beaches to bustling cities.
Imagine turning your passion for travel into an opportunity to help others explore the world while creating a fulfilling path for yourself. With access to incredible tools, resources, and a supportive community, you'll have everything you need to design unforgettable journeys and grow your own thriving business. This is more than just a job-it's a chance to build a lifestyle you love, enjoy amazing travel perks, and make meaningful connections with clients and colleagues along the way. The sky's the limit when you bring your ambition and creativity to the table!
Roles & Responsibilities:
Collaborate with clients to design custom travel experiences tailored to their needs
Research and book travel accommodations, including flights, hotels, car rentals, and excursions
Stay updated on industry trends, travel restrictions, and destination insights
Attend live webinars and complete training to grow expertise
Create promotional content to attract new clients
Build and nurture client relationships through exceptional service
Resolve any issues or challenges clients face during travel planning
Network with industry partners and participate in FAM (familiarization) trips
Benefits:
Flexible schedule that fits your lifestyle
Incredible travel perks and discounts
Comprehensive training and certification opportunities
E&O insurance with fraud protection
Personalized website to promote your business
Supportive team environment with room for growth
Requirements:
Must be 18+ and authorized to work in the U.S.
Fluent in English with strong communication skills
Reliable internet access (smartphone required; laptop recommended)
A passion for travel and creating memorable experiences
Previous experience in customer service or hospitality is a plus
PWM Wealth Planner
Planner Job In Greenwich, CT
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
The PWM Wealth Planner is focused on providing clients with comprehensive and goals-based planning. The Wealth Planner provides the following comprehensive planning services to clients: lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, estate planning. Has expertise of planning software, marketing collateral, and customizable planning deliverables to develop tailored solutions that meet clients' goals and objectives. Partners with relationship teams to support new client opportunities. May work directly with clients, or in conjunction with the senior team members.
**Basic Qualifications**
- Bachelor's degree or equivalent work experience
- Typically 10 or more years of weath planning experience
**Preferred Skills/Experience**
- Strong client presentation skills
- Proficiency to learn and present with planning software
- Basic knowledge of financial planning concepts
- Ability to independently learn complex planning concepts & software
-JD, CPA, CTFA, CFP and/or advanced degree
- Extensive knowledge of Wealth Management products & services
- Problem solving and analytical skills
- Effective verbal and written communication skills
**Location**
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
**EEO is the Law**
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal **KNOW YOUR RIGHTS (********************************************************************************************* EEO poster.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $148,495.00 - $174,700.00 - $192,170.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Planner
Planner Job In Brentwood, NY
Annual salary: up to £30,000.00 Planner Brentwood Full Time Permanent Salary up to £30,000 per annum. We are the largest provider of repairs and maintenance, and regeneration services across the UK. Mears provide tailored rapid-response and planned maintenance services through partnering arrangements with more than 70 local authorities, Arm's Length Management Organisations and Housing Associations.
About the Role:
The role is within Mears Task Team, who support branches across the UK. We offer Operation and Planning Resources to branches to assist with increase of workloads, as well as mobilisations of new contracts. The role is busy and organisation, attention to detail and excellent team work play a huge part of this role.
As a Planner you will be working in a stable contract, delivering excellent service and support through our local teams, who understand the importance of working together for the local community.
A Planner within our Brentwood office, you will be supporting the in-house team, clients and existing Mears branches, to complete work across our portfolio of properties. You will schedule works orders through the in-house appointments system, works are allocated to trade operatives or sub-contractors and all works are carried out with minimal average turnaround time.
Day to day duties:
* Answering client & internal calls.
* Planning work for the in-house operatives and sub-contractors.
* Administration of compliance checks and visits.
* Housekeeping of internal MCM system.
* General administration duties.
* Mandatory training and compliance.
Role Criteria:
* Call Centre experience.
* Worked within a similar environment.
* Team Player
* Good Communication skills
* Excellent customer service skills
* IT literate
* Ability to use your own initiative
* Self-Motivated and pro-active
* Good Knowledge of Geographical Knowledge
* Excellent organisational skills
* Attention to detail
All our roles require candidates to have the entitlement to work within the UK, Mears does not currently offer visa sponsorship.
To drive a Mears vehicle, you must be aged over 21 have held your licence over 3 months and have less than 9 points.
Candidates should be aware that all our roles are subject to relevant DBS/Security checks before commencement of employment.
Benefits we can offer you.
* 25 days annual leave plus bank holidays
* Annual Mears Fun Day - Our annual Fun Day is organised as a massive thank you from the Executive team for all the hard work!
* Volunteering Leave - Mears supports employees to undertake paid volunteering in the community, in support of our social value commitment.
* Staff perks with Mears Rewards - discounts of up to 10% weekly groceries, holidays, eye test vouchers, Share save scheme, plus much more.
* Family friendly policies
Apply below or to discuss your application further; contact:
Laura Bourne (*****************************)
If you need any help with your application process, we are here to support you. We will be accessible every step of the way.
At Mears Group, we are committed to fostering a diverse and inclusive environment where everyone can thrive, we are a Disability Confident employer, valuing individuality and ensuring equal opportunities for all.
We proudly support the Armed Forces Covenant and are honoured to have achieved the Gold Award in the Defence Employer Recognition Scheme (ERS) to coincide with this, we hold an Endorser Award for the Career Transition Partnership, recognising our commitment to veterans transitioning into civilian careers.
In our continued effort to promote social mobility, we invite applicants to voluntarily share their background information during the application stages to help us better understand the diverse experiences of our candidates. This is to ensure we are committed to improving social mobility. We use the Social Mobility Index to assess and enhance opportunities for individuals from diverse backgrounds. These questions are optional and will not impact your ability to apply.
Planner III
Planner Job In Bridgeport, CT
See job description in PDF: ************ bridgeportct. gov/sites/default/files/2025-03/Planner%20III%20Union%20Bid%20Notice%**********.
pdf
Route Planner
Planner Job In Yonkers, NY
As a Route Planner at Suburban Pest Control, you will be responsible for efficiently routing technologists to various locations based on service requests. You will monitor and manage the dispatch of services to ensure timely response and effective route planning. Additionally, you will serve as the primary point of contact for field technicians, providing clear and accurate information about service locations and scheduling adjustments.
**Qualifications:**
- Proven experience as a dispatcher, route planner, or in a similar role.
- Excellent organizational and multitasking skills.
- Outstanding communication abilities, both written and verbal.
- Proficiency in dispatch software and basic computer skills (such as PestPac).
- Ability to work in a high-pressure, fast-paced environment.
- High school diploma or equivalent required; additional relevant certifications preferred.
**Responsibilities:**
- Coordinate daily schedules for technicians, ensuring optimal resource allocation.
- Be flexible and adaptive, adjusting schedules and routes based on emergencies or unforeseen circumstances.
- Occasionally communicate with technicians and customers to provide information, clarify instructions, or resolve scheduling issues.
- Maintain a professional and empathetic communication style at all times.
**Benefits:**
- Full-time position with regular hours year-round (8 am to 5 pm).
- Comprehensive benefits package including paid training, competitive pay, company-issued uniforms, holiday pay, sales incentives, 401K, health benefits, and advancement opportunities.
To apply directly, please visit suburbanpestcontrol.hrmdirect.com.
At Suburban Pest Control, we are committed to providing equal opportunities for all candidates. Pay range for this position is $19-$25 per hour.
Senior Supply Chain Data Planner
Planner Job In Port Washington, NY
Summary:The Senior Supply Chain Data Planner, SCM, will support our North America and Europe Supply Chain and Operations management in effort to drive KISS' operational improvement and become a source of competitive advantages within the industry. You will work with both internal and external customer contacts to identify needs, define issues, and develop detailed project plans and executionary level direction to relevant teams.Job Description:
• Provide support in enhancing/building/sustaining new integrations, scope changes, and workflow processes with other systems; both technical and operational. Enable data-driven decision-making.
• Ensure efficient and correct flow of information between the supply chain, warehouse, purchasing, and sales.
• Work with other functional teams to ensure various components work together to meet the operational goals of the solution keeping in mind, the integration, quality, and performance of the deliverables.
• Develop detailed project plans and participate in project reviews to support delivery of ongoing SCM projects.
• Focus on global operating model design, operations performance improvement strategy, operations excellence capability development, and Lean/Six Sigma talent and performance management.
• Analyze inventory levels, production speed, and product demand to determine optimal inventory levels for the company.
• Analyze and manage inputs to supply chain systems to optimize service and financial supply chain metrics.
• Anticipate MRP and inventory management change requirements to be required by stakeholders.
• Work with the SCM Analytics team to provide functional support for master data governance and master data troubleshooting and will need to understand the touch points for SCM execution.
• Develop processes to govern and validate supply chain relevant data. Build KPIs to track their impact.
• Performs other related duties as assigned by management.
Required Qualifications
• Bachelor's degree in a related field.
• Minimum 3+ years experience in a supply chain, operations, warehousing, industrial engineering, or project management role.
• Experience leading functional process improvements in a team lead capacity.
• Proficient in Microsoft Office.
• MRP and inventory management experience.
• Experience with analytics and management reporting.
• Has a passion for learning new skills every day.
• Maintains a high level of productivity and self-direction with a strong sense of urgency and accountability.
• Has the ability to use critical thinking skills and analyze existing information to generate ideas for improvement, take advantage of opportunities, and suggest innovation.
• Excellent organizational and follow-through skills, problem solver with a solutions-oriented mindset; combine conceptual thinking with a practical mindset.
• Proven ability to manage multiple tasks and deadlines in a fast-paced environment.
• Exhibit a high degree of professionalism while dealing with internal colleagues as well as external customers.
• Ability to be flexible within the role.
• Travel up to 10%.
We offer a competitive benefits package!(*Eligibility may vary.)
401(k) Savings Plan
Premium Medical Insurance Coverage
Year-end Bonus Plan
Paid Time Off (PTO) based on seniority
Paid Holidays
Onsite Employee Fitness Center with Indoor Racquetball Court and Yoga Room
Summer Friday
Complimentary Gourmet Breakfast, Lunch, and Dinner
Relocation Support for New Hires*
Work Anniversary Recognitions
Congratulatory & Condolence Gifts
Employee Referral Bonus Program
License/Certification Reimbursements*
Corporate Employee Discounts
Visa Sponsorships (100% paid by the company) i.e., New H-1B, H-1B Transfer, O-1, and Green Card
Commuter Support (Shuttle Bus Program)*
Vehicle Perks*
The anticipated compensation range is
22.75 - 44.50 USD Hourly
Actual compensation will be determined based on various factors including qualifications, education, experience, and location. The pay range is subject to change at any time dependent on a variety of internal and external factors.
Kiss Nail Products, Inc., or Kiss Distribution Corporation or Ivy Enterprises, Inc., or AST Systems, LLC, or Red Beauty, Inc., Dae Do, Inc. (collectively, the “Company”) is an equal opportunity employer and is committed to a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law.
Associate Scheduler/Planner
Planner Job In White Plains, NY
Assists in the daily management and coordination of the planning of NYPA's overall operations projects and programs, which may include: schedule management and review, resource and cost plan maintenance, work order creation, and other specified duties.
Oversees the delivery of projects from a schedule management perspective. Supports project delivery by planning, scheduling, schedule forecasting and analyzing through closeout.
Responsibilities
* Provide detailed information for projects related to critical project controls elements, including resource and cost planning, analysis, scheduling, schedule analysis, and reporting.
* Keep project planning data up-to-date and accurate at regular intervals as defined by NYPA procedures.
* Help develop and maintain project plans and work orders for assigned programs of work.
* Apply knowledge of Project Management and/or industry standard methodologies and tools to support project planning.
* Coordinate plan information with cost and resources needed to complete work.
* Support project reporting to leads, monitor deliverables, and assist in coordinating work within or between departments.
* Review and analyze third-party schedules or plan information for quality and consistency.
* Assist in reviewing schedules and resource plans monthly with project teams and communicate key risks or opportunities from schedule delays or advancements.
Knowledge, Skills and Abilities
* Ability to view tasks logically, break them down into essential requirements, and generate a solution to meet the project goals.
* Knowledge and proficiency in any industry-standard planning software.
* Knowledge of project plan analysis and development.
* Awareness of industry best practices as it relates to project planning.
* Ability to build working relationships and collaborate with various stakeholders.
* Effective communication and writing skills.
* Must be proficient in Microsoft Office products.
Education, Experience and Certifications
* Bachelor's Degree required.
* Minimum 1 years of work experience in a Project Planning capacity is preferred.
* Experience using any of the following software is desired: SAP, Maximo, Primavera P6, MS Project, Procore.
Physical Requirements
Approximately 25% travel primarily within NY State
Ability to sit at a desk and use a computer and telephone
The New York Power Authority is committed to providing fair, competitive, and market-informed compensation. The estimated salary range for this position is: $79,110.00 - $108,770.00. The salary offered will be determined based on the successful candidates' relevant experience, knowledge, skills, and abilities.
The New York Power Authority and Canal Corporation believes that diversity, equity, and inclusion drive our success, and we encourage women, people of color, LGBTQIA+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents and veterans to apply. As an equal opportunity employer, NYPA/Canals is committed to building inclusive, innovative work environments with employees who reflect communities across New York and enthusiastically serve them. We proudly celebrate diversity and do not discriminate based on race/color, creed/religion, national origin, citizenship or immigration status, age, disability, military status, gender/sex, sexual orientation, gender identity/expression, pregnancy and related conditions, familial/marital status, domestic violence victim status, predisposing genetic characteristics, arrest/criminal conviction record or any other category protected by law.
NYPA/Canals will also provide reasonable accommodations during the hiring process related to candidates' disabilities, pregnancy-related conditions, religious observances/practices and/or domestic violence concerns. To request an accommodation, please email accessibility@nypa.gov.
Nearest Major Market: White Plains
Nearest Secondary Market: New York City
Job Segment: Equity, ERP, SAP, Scheduler, Project Manager, Finance, Technology, Customer Service
Supply Chain Planner
Planner Job In Stamford, CT
Job Details Hybrid - STAMFORD, CTDescription
CHEERS! Founded in 1981, Deutsch Family Wine and Spirits markets quality wines produced by prestigious families from major wine regions of the world. With our headquarters in Stamford, CT, DFWS is the 4th largest wine company with one of the fastest growing spirits portfolios. With our family values and unique culture, DFWS was recognized as one of the Top Workplaces in the U.S. in 2022, 2023, 2024 and 2025.
Deutsch Family Wine & Spirits is currently seeking a Supply Chain Planner who possesses the qualifications below.
This hybrid role reporting to the Manager, Supply Chain Planning will be responsible for ensuring demand forecasts are attainable through careful management of production or purchasing timing, quantities, and receipts. This planner will be involved in all aspects from initial planning through purchase processing, which includes heavy interdepartmental collaboration and key partner management. The role will incorporate responsibilities across production planning, purchase order management, and bailment planning.
Responsibilities:
Manage relationships with 3
rd
party production, bailment and storage locations
Planning of production work orders, purchase orders and stock transfers for assigned products/locations
Provide reports to bailment/storage/bottling facility partners on projected inventory and shipments
Coordinate with the Supply Planning Manager, suppliers, transportation providers and warehousing partners on timely shipping and receiving of finished goods
Ensure timely and accurate billing and receiving of inventory in the ERP system
Support Demand Planning functions in forecast validation
Formally communicate in meetings or directly with key stakeholders, internally and externally
Attend all routine collaboration calls to maintain visibility and ensure alignment to shipping and production plans
Project management for value added packaging initiatives with 3
rd
party facilities
Coordinate and execute stock transfers for bailment/control state warehouses
Ad Hoc reporting as necessary
Qualifications:
Must have 3+ years experience in Supply Planning
Bachelor's Degree Required (degree in Supply Chain Management a plus)
CPIM or Six Sigma Certification a plus
JDE/MRP/DROP experience is a plus
IBM Cognos experience is a plus
Must have strong analytical, problem-solving skills
Must possess the willingness to learn, improve, adapt and work efficiently
Must possess excellent verbal and written communication skills for a demanding and customer focused working environment
Strong MS Excel skills (Power query, Power pivot and Power BI are a plus)
Ability to plan and organize workload and work within tight deadlines
Ability to flourish in a team-oriented environment
Develop & maintain productive working relationships with key members of other departments
Ability to assimilate and process data from a wide range of sources
Willingness to embody company values: Think Big, Collaborate, Motivate, & Deliver Big
What We Offer:
Competitive compensation
Career development opportunities
Medical, dental, vision and life insurance, PTO
401 (k) match
Product allowance to enjoy on DFWS products
Tuition Reimbursement and a Post Secondary education scholarship program for employees' children
Gym reimbursement
Employee Assistance Program
We Value Diversity
At DFWS, we believe that our differences are our strengths. We embrace and celebrate the diversity of our team members, our customers, and our communities. We strive to create a work environment that fosters inclusion, respect, and collaboration. We are constantly learning and growing from our diverse perspectives and experiences. Inclusion and diversity are not just goals for us, but the core of all we do. We welcome and consider applications from all qualified candidates as we foster a culture of inclusion that provides fair and equal opportunities for all.
About Deutsch Family Wine & Spirits
Initially called W.J. Deutsch & Sons Ltd., the company was founded in 1981 by Chairman Bill Deutsch to market quality wines produced by prestigious families from major wine regions of the world. In 2009, it announced the expansion of the award-winning company to include a Spirits Portfolio. Today the company is renowned for its brand-building prowess and its ability to meet the needs of the modern consumer. Bill's son Peter Deutsch is CEO; thus two generations of the Deutsch family work side by side in their continuous quest to build strong brands and relationships throughout the wine and spirits industry.
The portfolio includes award-winning wines from Australia: [ yellow tail ], [ yellow tail ] Pure Bright; California: Force & Grace, Honest Thief, Josh Cellars, Josh Cellars Reserve, The Calling; France: Beau Joie, Cave de Lugny, Fleurs de Prairie, Hob Nob Vineyards, Sauvion et Fils; Italy: Barone Fini, Villa Pozzi; New Zealand: The Crossings; Portugal: Quinta Do Vale Meao; Argentina: Clos de los Siete; and award-winning spirits: Redemption Whiskey, Bib & Tucker Bourbon, Masterson's Rye, Gray Whale Gin, Luksusowa Vodka and Cantera Negra Tequila.
Learn more about Deutsch Family Wine & Spirits at *********************
Ice Cream ERP Supply Chain Finance SME & BU Americas
Planner Job In Englewood Cliffs, NJ
Looking for Your Dream Job? Join Our Ice Cream Team! Job Title : Ice Cream ERP Supply Chain Finance SME & BU Americas Location: EU (London, Amsterdam), Americas (New Jersey, Sao Paulo), Asia (China), Metsa (Istanbul) (other locations consider European work hours)
Terms & Conditions: Full time, International assignment is not available for this role and relocation for local and international candidates is not provided
If you want to work for a global, leading Ice Cream player with 7.9bn Turn Over in 2023, come join Unilever Ice Cream! The Ice Cream business is operating in a highly attractive category, as we are part of the 1 trillion snacking and refreshment industry, growing consistently at high pace. We have strong brands equities: 5 of top 10 selling brands including Ben & Jerry's, Breyers, Magnum, Talenti, Popsicle, Good Humor, Klondike, and Yasso. We are investing to unlock the full growth potential of Ice Cream as a standalone entity, once we separate from Unilever, which is planned to happen by November 2025.
Ice Cream has distinct characteristics from Unilever's other operating businesses and the growth potential of Ice Cream will be better delivered under a different ownership structure. As Ice Cream company we are committed to developing and nurturing talent within our Ice Cream company. You will have ample options for career growth and exploration, allowing you for you to explore roles and opportunities across the new organisation. Your career development will be a priority for us, and we are dedicated to supporting your growth journey within the new company. We hope that you will want to build the new chapter of our Ice Cream history together with us.
ABOUT ICE CREAM: Life Tastes Better with Ice Cream
Unilever Ice Cream is the largest global Ice Cream Company in the world, with over 100 years of experience delivering a diverse range of indulgent, yet responsible, craft food experiences and treats delighting consumers. Committed to innovation, quality, and sustainability we have 35 brands, including 3 one billion Euro brands (Magnum, Wall's, Ben & Jerry's), a strong presence in over 60 countries, generating annual revenue of over $8 billion. All brands are driven to transform moments into memories through indulgent yet responsibly made and marketed products. We have a well-developed strategy to deliver growth and value creation which is clear on where to play and how to win.
We turn the ordinary into the extraordinary by designing unique and innovative Ice Cream experiences that make life taste better, creating joyful experiences. In our Ice Cream business, we're crafting the future through innovation and imaginative minds, creating unique products. We spark moments of happiness for people and within the communities where we operate. However, it is not as simple as it may seem. As Ice Cream makers we are serious about happiness. With warm hearts, we create the coolest products.
JOB PURPOSE:
The Business Unit Representative - SCF will serve as the key liaison between the Business Unit and the central finance project team, ensuring that the new ERP system aligns with local business requirements while maintaining global standardization. This role is crucial in representing the Business Unit's needs for Supply Chain (Including Factories), Logistics, Transfer Pricing and Costing, Net Working Capital Management and Planning functions while ensuring compliance with financial regulations delivering Performance Management solution.
This position is part of a large-scale ERP implementation project, expected to last 2.5-3 years. Business Unit Representatives will cover one of the following regions:
1. Europe (Base AMS / London)
2. Asia (Base China)
3. METSA (Middle East, Turkey, South Asia)
4. Americas (Base Brazil / USA)
KEY RESPONSIBILITIES:
+ Business Unit Representation & Financial Process Alignment:
+ Act as the primary representative of the Business Unit for all SCF discussions.
+ Ensure BU Supply Chain financial requirements are reflected in the ERP implementation and financial process design.
+ Collaborate with all other Workstreams and teams to ensure smooth financial operations and compliance.
+ Coordinate with country teams to integrate local Supply Chain Finance and corresponding Statutory (TLS) requirements into the ERP system while adhering to the global template.
+ Ensures a seamless transformation plan for each Factory in the region, Logistics, Planning, etc.
+ ERP Implementation & Data Integration:
+ Work closely with IT and Finance teams to ensure seamless integration of financial processes within the ERP system.
+ Assist in data migration, reconciliation, and validation to ensure financial accuracy post-go-live.
+ Identify automation opportunities to improve efficiency and reduce manual financial processing tasks.
+ Compliance & Governance:
+ Ensure financial processes align with IFRS (group accounting policies), local GAAP, and regulatory requirements.
+ Support financial control implementation and audit compliance within the ERP framework.
+ Ensure adherence to global financial governance while addressing local business needs.
+ Collaboration & Stakeholder Management:
+ Act as the link between the Business Unit, Finance Teams, and IT Teams to drive a successful ERP implementation.
+ Work closely with the R2R Lead and Global Finance Process Owners to represent business unit needs and Supply Chain Function needs.
+ Build and maintain a Change Network to facilitate smooth adoption of new processes across all business unit countries and factories.
+ Test, Validate, and Optimize:
+ Participate in ERP system testing and validation, ensuring accurate financial reporting and reconciliation.
+ Identify potential gaps and propose process enhancements for optimization.
+ Support training and knowledge-sharing initiatives for a successful ERP transition.
WHAT YOU NEED TO SUCCEED:
+ Qualifications & Experience:
+ Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
+ 5+ years of experience in Supply Chain Finance, Factory Controlling, financial reporting, R2R.
+ Hands-on experience with Supply Chain / ERP systems (SAP, Oracle, Workday, or similar).
+ Strong knowledge of Supply Chain Performance and Control Framework.
+ Experience in ERP transformation and financial process standardization is a plus.
+ Technical & Analytical Skills:
+ Strong understanding of financial data modeling, business case build, Factory, Logistics, Materials Performance Management.
+ Ability to analyze financial data and drive continuous process improvements.
+ Familiarity with automation tools and digital finance solutions.
+ Collaborative Leadership:
+ Excellent communication and stakeholder management skills.
+ Ability to work cross-functionally and influence key stakeholders.
+ Experience in a fast-paced, evolving business environmen.
WHY JOIN US?
+ Be a Key Influencer, be a Founder: Represent business unit financial needs in a global ERP transformation on this once in a lifetime opportunity.
+ Innovation & Growth: Work with cutting-edge financial technologies and process improvement strategies.
+ Global Exposure: Collaborate with diverse teams across international markets.
+ Career Development: Gain hands-on experience in finance transformation and ERP implementation.
If you are a finance professional passionate about driving financial transformation and ensuring business unit needs are met, we would love to hear from you!
ARE YOU EXCITED TO CRAFT THE ICE CREAM FUTURE?
We take pleasure seriously. Join the Ice Cream team now!
Pay: The pay range for this position is $1 41,680 to $2 12,520 . Unilever takes into consideration a wide range of factors that are utilized in making compensation decisions including, but not limited to, skill sets, experience and training, licensure and certifications, qualifications and education, and other business and organizational needs.
Bonus: This position is bonus eligible.
Long-Term Incentive (LTI): This position is LTI eligible.
Benefits: Unilever employees are eligible to participate in our benefits plan. Should the employee choose to participate, they can choose from a range of benefits to include, but is not limited to, health insurance (including prescription drug, dental, and vision coverage), retirement savings benefits, life insurance and disability benefits, parental leave, sick leave, paid vacation and holidays, as well as access to numerous voluntary benefits. Any coverages for health insurance and retirement benefits will be in accordance with the terms and conditions of the applicable plans and associated governing plan documents
What We Can Offer You
Meet the Women of Customer Development (***************************** | Culture for Growth (****************************************************** | Top Notch Employee Health & Well Being Benefits (****************************************************************** | Every Voice Matters (******************************************************************************************************************************************* | Global Reach (********************************* | Life at Unilever (************************************************* | Careers with Purpose (********************************************************************* | World Class Career Development Programs (************************************************* | Check Out Our Space (************************************************** | Focus On Sustainability (*********************************************************************
------------------------------------
Unilever is an organization committed to diversity and inclusion to drive our business results and create a better future every day for our diverse employees, global consumers, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, protected veteran status, or any other characteristic protected by local, state, or federal law and will not be discriminated against on the basis of disability.
For more information about your Federal rights, please see Know Your Rights: Workplace Discrimination is Illegal and Pay Transparency Non discrimination Provision.
Employment is subject to verification of pre-screening tests, which may include drug screening, background check, credit check and DMV check.
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at NA.Accommodations@unilever.com . Please note: This email is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses. The Protected Veterans or Individuals with Disabilities AAP narratives are available for inspection by any employee or applicant for employment Monday through Friday during normal business hours at establishment.
Job Category: Finance
Job Category: Finanzas
Job Category: La finance
Job Type: Financial Control Manager
Industry: Unilever_Experienced_Professionals
Event Planner
Planner Job In Melville, NY
Community Development Long Island (CDLI) is the only full-service collection of community development entities that change Long Islanders lives for success in home creation and financial growth. CDLI supports these achievements on the individual and community level by offering innovative solutions and resources to achieve personal and community economic growth.
Position Summary
The Event Planner will manage all aspects of event planning including event setup, execution, and breakdown. In addition, this role requires meeting strict deadlines, staying within budget and ensuring all aspects of the event are carried out as planned for CDLI, including fundraisers, community outreach events, donor appreciation gatherings, employee events and more.
Responsibilities:
Develop and implement event strategies and plans in alignment with the organization's goals and mission.
Collaborate with internal departments and vendors to establish the requirements for an event and to ensure cohesive event promotion.
Communicate with leadership throughout the planning process.
Manage event timelines and ensure that all events are executed smoothly and efficiently.
Build and maintain relationships with external partners, including vendors, venues, sponsors, community organizations and other industry contacts.
Locate resources, visit sites, and lead pre-event meetings to help staff make decisions about event design.
Plan and facilitate logistics for all events, including contract negotiations, guest lists, venue preparation, presentation materials, security, catering, entertainment, transportation, equipment, decor, and marketing materials, etc.
Serve as the main point of contact at the event and troubleshoot any issues that arise on event day.
Conduct post-event evaluations to assess success, gather feedback, and identify areas for improvement.
Requirements:
3 years of experience in event planning/coordination
Ability to handle pressure, prioritize competing needs and make good decisions quickly
Proficient in Microsoft Suite (Outlook, Teams, Excel, Word, PowerPoint).
Exceptional interpersonal skills, capable of working well with others.
Proactive, detail-oriented with strong organizational skills.
Creativity with the ability to manage multiple projects simultaneously
Ability to work flexible hours, including evenings and weekends, as needed.
This job description is not intended to be all inclusive and the employee will perform other reasonably related duties as assigned.
Transportation Planner
Planner Job In Ridgefield, CT
Global Channel Management is a technology company that specializes in various types of recruiting and staff augmentation. Our account managers and recruiters have over a decade of experience in various verticals. GCM understands the challenges companies face when it comes to the skills and experience needed to fill the void of the day to day function. Organizations need to reduce training and labor costs but at same requiring the best "talent " for the job.
Qualifications
Transportation Planner needs 3 years experience
Transportation Planner requires:
TMS
SAP
MS Office applications
processes involved in the planning and coordination of delivering persons or goods from one place to another.
Transportation Planner duties:
daily management of finished goods transport movement and freight payables Transformation of orders
Creation of master billed loads (multiple orders on one BOL) Consideration of low cost mode in relation to transit time
Additional Information
$33/hr
6 months
PURCHASING PLANNER - PRIVATE LABEL
Planner Job In Port Washington, NY
The Inventory Planner ensures on-time delivery and optimal inventory levels of private label and other import goods. The Planner is an essential link between Product Teams, Suppliers, Freight Forwarders, and Customer Service in facilitating continuous supply of core products as well as launching new items.
Responsibilities
Utilize Microsoft 365 System for most aspects of work:
Inventory planning review and analysis
Add and maintain item file data, including pricing and tariff codes
Review and create purchase orders to send to suppliers
Set and maintain order parameters, safety stock, and make purchase order changes
Export reports and recaps: inventory, open purchase orders, supplier delivery schedules
Reconcile on hand inventory between Port Washington and NJ 3rd party warehouse portal
Work closely with suppliers and freight forwarders to ensure on-time delivery, approve overseas shipments, coordinate shipping documents and container deliveries, and maintain accurate delivery dates.
Monitor ocean shipments and when necessary, request air freight approval.
Expedite and communicate supplier delivery status to Customer Service and Private Label teams.
Effectively manage supplier capacity constraints - create build orders for seasonal peaks.
Investigate supplier invoice issues and help reconcile with AP for payment.
Work with Quality Control Manager to help resolve supplier quality issues, replacements and returns.
Meet with Private Label Brand Team on new programs and discontinued items.
Analyze inventory level inconsistencies to determine root cause and take necessary actions, i.e. late delivery from supplier, under/over forecast, etc.
Request forecast review with Demand Planner when inventory inconsistencies result from actuals under/over forecast quantities.
Comply with all SOP's related to the position's responsibilities.
Qualifications
Associate's degree required, bachelor's degree preferred
Minimum 5 years of related experience
Understanding of the purchasing and supply chain processes and best practices
Experience working with Freight Forwarders and US Customs
Experience with Microsoft 365 or other ERP/MRP system. and BI systems
Advanced Excel skills with the ability to analyze trending data including inventories and MRP (material requirement planning) data; experience with Outlook and Word
Solid judgment and decision making in the assigned field
Good communicator internal and external, with acute attention to detail
Must work well as a part of a team
What do we offer?
Tweezerman does more than provide quality beauty tools; it is a place that prides itself on being innovative and our colleagues work in a collaborative environment. We want our employees to feel that they are working to their fullest potential. We offer modern offices and a hybrid schedule of 2 days in office and 3 days remote. We offer amazing benefits including but not limited to medical, dental, vision, 401(k) with employer match, and a competitive PTO plan. Rated among Long Islands Top Workplaces in three years and counting, take a peek at what we have to offer by visiting *********************************
The expected base salary for this position is estimated. Exact salary depends on several factors such as experience, skills, education, budget, and location. In addition to base salary, this position is eligible for participation in our competitive bonus program with the possibility of overachievement based on performance and company results, as well as participation in the company's profit-sharing program.
Tweezerman International, LLC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment with Tweezerman without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristics protected by law. This job description is not intended to represent a complete, comprehensive list of all duties and responsibilities that may be required in this position. There may be unplanned activities and other duties as assigned.
PWM Wealth Planner
Planner Job In Greenwich, CT
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
The PWM Wealth Planner is focused on providing clients with comprehensive and goals-based planning. The Wealth Planner provides the following comprehensive planning services to clients: lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, estate planning. Has expertise of planning software, marketing collateral, and customizable planning deliverables to develop tailored solutions that meet clients' goals and objectives. Partners with relationship teams to support new client opportunities. May work directly with clients, or in conjunction with the senior team members.
Basic Qualifications
* Bachelor's degree or equivalent work experience
* Typically 10 or more years of weath planning experience
Preferred Skills/Experience
* Strong client presentation skills
* Proficiency to learn and present with planning software
* Basic knowledge of financial planning concepts
* Ability to independently learn complex planning concepts & software
* JD, CPA, CTFA, CFP and/or advanced degree
* Extensive knowledge of Wealth Management products & services
* Problem solving and analytical skills
* Effective verbal and written communication skills
Location
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Pregnancy disability and parental leave
* 401(k) and employer-funded retirement plan
* Paid vacation (from two to five weeks depending on salary grade and tenure)
* Up to 11 paid holiday opportunities
* Adoption assistance
* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
EEO is the Law
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $148,495.00 - $174,700.00 - $192,170.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Purchasing Specialist /Buyer
Planner Job In Tarrytown, NY
Note: need to be onsite This position must demonstrate proficiency in Value Analysis business best practices and applying them, understand roles and interrelationships of health system practices and suppliers, promote team consensus and assure optimized leverage of all requirements are achievable. Must have mastery of contracting, vendor management , stakeholder management, project management , superior negotiation skills and analytical skills, knowledge of EDI and function as an internal facilitator.
**Education/Skills:**
Bachelor's Degree.
At least 5 years' experience a high-volume strategic sourcing environment with related specific skill sets.
Create new SOPs to adapt the team to new systems.
- Work and weekly meet with cross-functional Global teams.
- Prepare and upload all US product catalog files (Excel/VLOOKUP) for distribution to purchasing partners (i.e., Jaggaer, Ariba, Prodigo)
- New Prices Impact Reports, Rebates reports.
- Analysis of portal reports to find any failed status of orders/invoices.
- Business reports and data analysis (Tableau dashboards).
- Maintenance of contracts' Customer Agreement Pricing (CAP).
Must possess the skills to interpret and analyse data both financially and clinically in order to present and interpret outcomes. Must be able to explain and convey data to all level of stakeholders.
Strong written and verbal communication skills with ability to present business, technical issues and recommendations.
Proficiency in Microsoft Excel, Work and PowerPoint with outstanding analytical skills
**About US Tech Solutions:**
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit *********************** .
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity,
national origin, disability, or status as a protected veteran.
Event Planner
Planner Job In Melville, NY
CDLI