102 advisor planning jobs found

Job Overview Location: Yarmouth, ME (Hybrid – must live within commuting distance and be able to work in-office as needed, with flexibility for work from home/remote options partial time) Engagement Type: Independent Contractor (1099) for Tax Planning & Preparation Level of Effort: Full-Time Client Source: Shepard FINANCIAL provides clients; opportunity to grow additional business Future Opportunity: Expanded Financial Planning Role with Separate Compensation Structure Shepard FINANCIAL is seeking an experienced Accountant / Tax Advisor to deliver tax planning and tax preparation services to clients of our financial planning firm. This is a client-facing, advisory-focused role for a tax professional who wants a strong base of firm-provided clients while also having the opportunity to grow additional business over time. Important Role Details (Please Read) Tax planning and tax preparation work is structured as a 1099 independent contractor...

Summary This is a public notice flyer to notify interested applicants of anticipated vacancies. Applications will not be accepted through this flyer. Interested applicants must follow the directions in the "How to Apply" section of this flyer to be considered. There may or may not be actual vacancies filled from this flyer. Notice of Result letters will not be sent to applicants who respond to this flyer. GS:12- $100,371 - $130,488 GS:11- $83,742 - $108,859 This job is open to The public U.S. Citizens, Nationals or those who owe allegiance to the U.S. Clarification from the agency U.S. Citizens Duties You will be responsible for all tasks involved in issuing/reviewing/validating detailed engineering plans and reports. You will be responsible for the technical support associated with all Advanced SEAL Delivery System mobility activities. You will coordinate and provide oversight of the development and accomplishment of Ship...

Location: 2 Scammon Street - Saco, Maine 04072 Part-Time 20 hours per week Must be available to be scheduled during any branch hours Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a strong client experience culture, being present...

Job Description Are you motivated by building strong client relationships and solving complex challenges? Join Oracle Health as an Oracle Health Senior Support Manager and help transform healthcare technology for our clients. If you're passionate about making a lasting impact for both clinicians and patients, we invite you to be a part of our collaborative team. At Oracle Health, we champion innovation and continuous improvement to advance the way healthcare organizations operate. As an Oracle Health Senior Support Manager, you'll be at the forefront of change and incident management, working directly with our clients to ensure their electronic healthcare system runs smoothly and efficiently. Your leadership will empower seamless experiences for users and help drive excellence in daily operations. What You'll Do: Serve as the primary contact and trusted advisor for all change and incident management at a key client site, building relationships grounded in...

Job Description As an EPM Architect on this team, you will serve as a trusted advisor to the customers, providing expert mentorship on Oracle EPM/FCCS Cloud solutions. You will drive discussions to identify gaps and challenges to help craft and define customer FCCS requirements and visions. You will lead the entire project lifecycle, from requirement gathering and solution design to guiding the development team and convincing the customer to adopt the appropriate processes and tools. You will work independently on development and issue resolution, ensure timely delivery of project artifacts, and provide comprehensive support throughout the implementation, coordinating closely with the customer, internal team, and product support to drive the successful deployment of the EPM solution. This is a telecommuting/remote position from within the US. Note: Sponsorship is not available. Responsibilities About You : You have experience collaborating with business...

Job Title Sr. Category Manager - Fire, Life, Safety & Security Job Description Summary This role interfaces with the business lines to lead the development and implementation of category strategies and supplier relationship management company wide. The primary responsibility of this position is to select and manage robust preferred supplier program inclusive of manufacturers and distributors that drive value for our clients. This role is instrumental in delivering value to Cushman & Wakefield’s clients through leveraging the Company’s aggregated spend to negotiate best in class rates and contractual terms and conditions at the individual client property level. Procurement is a cornerstone of Cushman & Wakefield’s value proposition to clients, and the Sr. Category Manager may accompany Cushman & Wakefield executives on new client pitches and existing client quarterly business reviews to highlight the bottom-line benefits that our group delivers. As such,...

Job Description Our Global Operations Technology Consulting team is seeking a skilled and experienced Solution Architect to join our Energy and Water Delivery team. The ideal candidate will have extensive expertise in Utilities distribution operations and Power Systems. This role will focus on the design and implementation of Advanced Distribution Management Systems (ADMS), including Network Management Systems (NMS) and Distributed Energy Resource Management Systems (DERMS). As a Solution Architect, you will play a pivotal role in the delivery of our Enterprise solutions, ensuring client-specific designs, seamless integrations, and tailored reports. Your combined expertise in Software and Electrical systems will empower us to deliver innovative, high-performance solutions to our clients with a streamlined approach and maximum efficiency. The ideal candidate will be leading configuration and deployment of the ADMS solution. This includes the core application, along with any...

Job Description Oracle's mission is to help people see data in new ways, discover insights, and unlock endless possibilities. At Oracle North America Applications Consulting, we're building the bridge between Oracle's innovative technology and the people who use it to achieve incredible things! Our team focuses on North American based clients using our cloud applications. Our resources are primarily located in North America and India. We're growing fast, and we need business architects ready to bring their outstanding skills, energy, and creativity to help us continuously innovate how we deliver extraordinary client experiences on cloud applications projects. Business Architects are accountable for shaping and delivering stellar cloud solutions for our clients. These seasoned experts and big picture thinkers play an integral role in sales and delivery (primarily, during the global design phase of a program): owning the solution definition, gaining our clients'...

Job Description As a recognized authority and leading contributor within their practice, this senior-level consulting position provides consistent high quality and innovative solution leadership to a project team. Guides project team(s) ensuring high quality, integrated software solutions within constraints of time and budget. Analyzes business needs to help ensure Oracle solution meets the customer's objectives by combining industry standard methodologies, product knowledge, and business acumen. Exercises judgment and business acumen in selecting methods and techniques to deliver technical solutions on non-routine and very complex aspects of applications and technology installations. Provides direction to project teams, and effectively influences customer leadership on key decisions. Resolves complex customer issues by recommending and implementing solutions. Demonstrates expertise in multiple business processes across two or more product families or ability to architect and...

Job Description Oracle is leading the digital revolution, empowering nearly half a million organizations-including public sector institutions and educational organizations-across the globe to turn untapped potential into real value. You will connect State & Local Governments and Education institutions with the tools to succeed in today's digital economy and prepare them for tomorrow's opportunities. Description Join us to work with the largest customers in the State & Local and Education sectors in Southern California.. You will have the opportunity to build innovative solutions across our data platform offerings that address the unique business and operational challenges faced by government agencies and educational organizations-helping to drive their growth, success, and service to communities. Oracle is a fast-paced, collaborative environment passionate about customer success. We offer the most comprehensive, cloud-based technology to help governments and...

Location: 172 Maine Street - Brunswick, Maine 04011 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. A Financial Wellness Associate (FWA) splits their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Job Description Own the end-to-end power and energy architecture and strategy for hyperscale AI data centers, spanning utility interconnection, on-site generation, battery energy storage systems (BESS), resiliency, and the long-term technology roadmap. Serve as the technical authority and executive advisor for multi-hundred-megawatt to gigawatt-scale power systems supporting AI infrastructure. Translate rapidly evolving compute requirements into executable, cost-optimized, and resilient power strategies while driving standardization, capital efficiency, and risk reduction across a global portfolio. Qualifications Bachelor's degree in electrical, power, or a related engineering discipline 15+ years of experience in HV power systems, on-site generation, and power plant engineering 15+ years of experience designing and delivering mission-critical facilities 8+ years of experience in transient analysis for grid-connected generation and microgrids...

Job Description As a key member of Oracle Customer Success Services, you will join an international network of experts dedicated to driving customer success through innovation and expertise. Our One Oracle approach ensures you will be part of a team delivering comprehensive, end-to-end services and solutions that accelerate the entire customer journey. Work alongside certified and experienced professionals, gaining exposure to cutting-edge technologies and methodologies, and enhancing your skills and credentials. Engage with a diverse range of customers, managing the full lifecycle of delivery and services, and ensuring each project has a tangible impact. Benefit from robust team support in a collaborative environment that prioritizes teamwork and mutual success. Join us in Oracle Customer Success Services and elevate your career with a company that values innovation, expertise, and customer-centric solutions. As an Oracle VBCS Implementation Architect, you will serve as a...

Location: 29 Bangor Mall Boulevard - Bangor, Maine 04401 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Location: 29 Bangor Mall Boulevard - Bangor, Maine 04401 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Job Description Minimum 10 years of relevant experience in SaaS ERP Consulting, ERP implementation, Business Process Consulting, Project Management, or Strategic Account Management. Demonstrated ability to build and maintain strong client relationships, with experience influencing and persuading senior stakeholders. Expertise in risk assessment and management, with a proactive and analytical mindset. Exceptional communication and presentation skills, adept at conveying complex ideas to diverse audiences. Strong organizational and project management skills, with experience managing multiple, concurrent stakeholders. Proven success in client-facing roles, preferably within the ERP and SaaS industry. In-depth knowledge of ERP systems and business process improvement methodologies. Ability to work independently with a high degree of initiative, while also collaborating effectively in a team environment. Strong analytical,...

Job Description Principal Consultant - Outpatient Pharmacy Travel: Up to 50% | Location: Remote (U.S.) At Oracle Health, we're not just building software-we're transforming how health happens. Our mission is bold yet simple: to create a smarter, more connected healthcare ecosystem where technology empowers clinicians, elevates patient care, and ultimately saves lives. As a Principal Consultant specializing in Outpatient Pharmacy, you'll be at the heart of that transformation. You'll bring your pharmacy expertise and implementation know-how to help some of the world's largest healthcare organizations design safer, faster, and more efficient pharmacy workflows. From inpatient to outpatient, your work will make a real-world difference for providers and patients alike. What You'll Do In this role, you'll lead client engagements from strategy through go-live, serving as a trusted advisor and hands-on expert. You'll: Partner with pharmacists, technicians,...

Job Description NOTE THE FOLLOWING PRIOR TO APPLYING: The following Oracle US Hub locations are STRONGLY PREFERRED: Denver, Chicago, Nashville, Austen, Boston as well as Toronto hub in Canada This is a flex role with selected candidates IN OFFICE 2-3 days each week Travel is approximately 25% Role Overview The Customer Success (CS) Presales team supports the Direct Sales Organization in maximizing Annual Recurring Revenue (ARR) while ensuring a smooth path to a successful implementation led by the CS Delivery organization. CS Advisors provide product, implementation, and industry thought leadership during the sales cycle by identifying a prospect's business objectives and aligning them to SuiteSuccess solutions. This includes scoping, estimating, documenting, and presenting the proposed implementation strategy. This individual contributor role works closely with prospects' C-level leaders as well as Oracle NetSuite Account Executives,...

Job Description Data Platform Sales Representative, Higher Education - Florida Overview: Are you a creative problem solver who thrives on challenges? Do you have a passion for technology innovation and driving customer success? Join Oracle as a Software Data Platform Sales Executive and help transform Higher Education institutions across Florida with industry-leading data platform solutions. Oracle is a global technology leader changing the way the world does business. We're seeking an experienced, self-motivated sales professional with a drive for results and a passion for building trusted customer relationships. If you want to make an impact in the Higher Education sector with transformative cloud and data platform solutions, we encourage you to apply! Role Summary: As a Software Data Platform Sales Representative dedicated to the Higher Education market in Florida, you will identify, qualify, and close new business for Oracle's data platform offerings,...

Job Description Oracle's mission is to help people see data in new ways, discover insights, and unlock endless possibilities. At Oracle North America Applications Consulting, we are building the bridge between Oracle's innovative technology and the people who use it to achieve incredible things. Our team focuses on North American based clients using our back-office cloud applications. Our resources are primarily located in North America and India. We are growing fast, and we need transformational leaders ready to bring their unique skills, energy, and creativity to help us continuously innovate how we deliver world-class client experiences on cloud applications projects. At Oracle Consulting, we believe: The attributes of modern cloud businesses demand new ways of thinking: more human-centered and experienced-based approaches. Cloud technology should free people from bureaucracy and hierarchy and empower them to analyze and solve problems...

Job Description Oracle's mission is to help people see data in new ways, discover insights, and unlock endless possibilities. At Oracle North America Applications Consulting, we are building the bridge between Oracle's innovative technology and the people who use it to achieve incredible things. Our team focuses on North American based clients using our back-office cloud applications. Our resources are primarily located in North America and India. We are growing fast, and we need transformational leaders ready to bring their unique skills, energy, and creativity to help us continuously innovate how we deliver world-class client experiences on cloud applications projects. At Oracle Consulting, we believe: · The attributes of modern cloud businesses demand new ways of thinking: more human-centered and experienced-based approaches. · Cloud technology should free people from bureaucracy and hierarchy and empower them to analyze and solve problems independently....

Job Summary The Director, Medical Communications directs Leads and manages the execution of the global and US scientific communication for the global and US scientific communication strategy for the assigned Rare Disease therapeutic area and product portfolio. This includes directing the development and dissemination of core scientific and medical content within the Rare Disease portfolio (e.g., global slide decks, congress abstracts/presentations, publications, medical information, and medical education materials) to ensure scientific accuracy, consistency, and alignment with the overall Rare Disease Medical Affairs strategy. The role is a key leadership position within the Rare Disease Business Unit (BU) Medical Affairs team, engaging a small team of internal stakeholders, external experts, and the broader scientific community. The role reports directly into the Senior Director, Rare Disease Business Unit Lead. Job Description Key Responsibilities: Global...

Job Description Senior Sales Consultant Do you want to advance your career with the world's first cloud company? Since 1998, Oracle NetSuite has been on a mission to deliver an agile, unified application suite that gives leaders a complete view into their business. Our team is growing, and we're looking for people like you to help us make a global impact. As the leading cloud business system, NetSuite includes financials, inventory management, HR, professional services automation, commerce, and more. Tens of thousands of customers all over the world trust NetSuite to give their businesses the visibility, agility, and control needed to make data-informed decisions quickly. NetSuite is a place where you can build your career and have fun while doing so! We're invested in our people, our customers, and the community. As part of Oracle, our benefits are second to none. Joining our passionate team means that you're ready to take your career to the next level. With...

Job Description What We're Looking For: As a Client Manager, you will be part of a highly skilled team of business process and industry experts, managing critical Customer escalations. You will take ownership of complex customer issues, develop and drive resolution plans to successful completion and ensure an exceptional customer experience. The ideal candidate possesses a strong background in process improvement, accounting, and consulting on enterprise ERP best practices, along with excellent problem-solving and executive communication skills to achieve trusted advisor status. Successful candidates are self-directed, consultative professionals with a passion for solving complex challenges. Proficiency with ERP applications and core business processes is essential; Oracle NetSuite platform experience is strongly preferred. Experience may include work in implementation, customer success management, or as an end user. What You'll Do: Manage complex...