1w
Save
Mark Applied
Hide
Senior Planning Associate
Westwood, Massachusetts, United States
$85k-$105k/yr HybridFull Time
3+ YOEBachelor's degree, 3+ years financial planning or related experience, Series 65 or ability to obtain within 12 months, CFP education or eligibility, strong analytical and communication skills, Microsoft Office proficiency.
Microsoft Office Suite
2w
Save
Mark Applied
Hide
Wealth Planning Associate
Boston, Massachusetts, United States
OnsiteFull Time
Bachelor's degree in business/finance/economics/financial planning required; Series 7 and Series 66 (or Series 7 + 63/65) required or willingness to obtain; CFP preferred or commitment to obtain; proficiency in MoneyGuidePro and Microsoft Office; travel 25–50%.
MoneyGuidePro, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2mo
Save
Mark Applied
Hide
Associate Director Gift Planning
Medford, Massachusetts, United States
$87k-$131k/yr HybridFull Time
5+ YOEBachelor's degree and 5-7 years of experience; proven gift/financial planning track record; estate/tax/real estate knowledge.
1w
Save
Mark Applied
Hide
Associate Trade Planning Manager
Lakeville, Massachusetts, United States
$87k-$109k/yr OnsiteFull Time
3+ YOE3+ years experience in trade/business planning or related field; Bachelor's degree required; advanced Excel/PowerPoint; financial acumen, trade promotion and ROI analysis; CPG experience preferred.
Microsoft Excel, Microsoft PowerPoint, Circana/Nielsen
5d
Save
Mark Applied
Hide
Planning and Advice Associate - Merrimack, NH
Merrimack, New Hampshire, United States
HybridFull Time
Provide consultative planning and advice via inbound/outbound calls, guide clients using planning tools, handle service and consultative calls, and obtain SIE/Series 7/Series 66 licensing (paid support).
Salesforce
3d
Save
Mark Applied
Hide
Associate, Planning and Analytics
Boston, Massachusetts, United States
$70k-$74k/yr HybridFull Time
5+ YOE5-8 years experience in data analytics, BI, reporting, or operations analysis. Strong Excel and BI skills, attention to detail, communication, and ability to work with cross-site teams.
Tableau, MS Power BI, Microsoft Excel, Electronic Medical Records (EMR), ERP, LMIS
3mo
Save
Mark Applied
Hide
Strategy Insights & Planning Associate
New York or Princeton or Philadelphia or Chicago or Boston or Thousand Oaks or South San Francisco
OnsiteFull Time
Near-final year bachelor’s or master’s student with strong quantitative coursework, Microsoft Office proficiency, strong communication, teamwork, problem-solving, attention to detail, and self-organization.
Microsoft Excel, Microsoft Access, Confirmit, ZS proprietary software, Microsoft Office Suite
5d
Save
Mark Applied
Hide
Associate Director, Planning & Community Resilience
Boston, Massachusetts, United States
$90k-$100k/yr OnsiteFull Time
7+ YOEMaster’s or BA/BS with extensive project planning and coordination experience, supervisory experience, emergency management knowledge (HSEEP, CDC/ASPR), grant experience preferred, strong writing and MS Office skills.
MSOffice, Microsoft Word, Microsoft Excel, PowerPoint, HSEEP
1mo
Save
Mark Applied
Hide
Associate Manager, Sales Planning & Strategy
San Francisco or New York or Atlanta or Chicago or Denver or Washington or Austin or Phoenix or Los Angeles or Seattle or Boston
$105k-$155k/yr OnsiteFull Time
4+ YOE4+ years experience in sales planning/operations, bachelor’s degree required, hands-on quota/incentive design and forecasting, SQL/Salesforce/Excel proficiency, strong cross-functional leadership and analytical skills, AI tooling experience.
SQL, Salesforce, Microsoft Excel, Anaplan, Xactly, Claude, ChatGPT
1mo
Save
Mark Applied
Hide
Associate Director, Financial Planning & Analysis
Boston or New York or Bellevue or Atlanta or Potomac or Winter Park or Denver
$145k-$170k/yr RemoteFull Time
10+ YOEBachelor's degree in finance-related field, 10+ years FP&A or corporate/strategic finance experience (financial services preferred), advanced Excel, NetSuite Planning & Budgeting and Power BI experience preferred, strong financial modeling and communication skills.
Microsoft Excel, NetSuite Planning & Budgeting, NetSuite Data Analytics Warehouse, Power BI
1w
Save
Mark Applied
Hide
Associate Director, PharmSci Clinical Manufacturing Planning
Lexington, Massachusetts, United States
$154k-$243k/yr OnsiteFull Time
Expertise in supply chain, procurement, inventory and demand planning; leadership in program management, continuous improvement, negotiation, and stakeholder communication; SAP proficiency.
SAP
3mo
Save
Mark Applied
Hide
Quality and Planning Integration Associate
New York City or Chicago or Boston or Saratoga Springs or Saratoga Springs
$125k-$175k/yr HybridFull Time
5+ YOEBachelor’s degree; 5+ years client-facing wealth management experience; industry certifications CFP, CFA, CPA; 2+ years in operations preferred.
eMoney, Orion, Addepar, Eclipse, Holistiplan, BNA, StockOpter, Salesforce, Zocks, Box, Claude
1w
Save
Mark Applied
Hide
Financial Planning & Analysis Associate Director
Boston, Massachusetts, United States
$156k-$234k/yr HybridFull Time
8+ MgmtBachelor's in Finance/Accounting, ~8 years finance managerial experience in pharma preferred, strong MS Office and Hyperion skills, leadership and business partnering experience, analytical and communication skills.
Microsoft Office, Hyperion
3mo
Save
Mark Applied
Hide
Private Client International Tax and Estate Planning Associate / Senior Associate
New York City or Boston or Washington or Connecticut or Florida or Massachusetts or New Jersey or New York or Rhode Island
$210k-$270k/yr HybridFull Time
5+ YOEMinimum 5 years international tax and estate planning experience; strong technical, analytical, writing, and client-service skills; ability to work independently; member in good standing in jurisdiction of practice.
3w
Save
Mark Applied
Hide
GTM Planning Performance & Modeling Senior Associate
Chicago or Downers Grove or Boston or Hartford or Melville or New York or Edison or Pittsburgh or Philadelphia or Baltimore or Arlington or Raleigh or Charlotte or Columbia or Atlanta or Jacksonville or Orlando or Fort Lauderdale or Tampa or Cleveland or Cincinnati or Southfield or Houston or Tulsa or Oklahoma City or Dallas or Austin or St Louis or Kansas City or Appleton or Minneapolis or Denver or Wichita or Salt Lake City or Phoenix or Newport Beach or Los Angeles or San Diego or San Jose or San Francisco or Portland or Bellevue
$96k-$144k/yr HybridFull Time
2+ YOEBachelor's degree in business/finance/economics/analytics or related; 2+ years analytics, financial modeling or operations experience; advanced Excel, BI/dashboarding (Power BI, Tableau), scenario analysis, strong communication.
Microsoft Excel, Microsoft Power BI, Tableau, Microsoft Power Automate, ClickUp, CRM, CMS
4w
Save
Mark Applied
Hide
Strategy Insights & Planning Associate Consultant - Veeva
New York or Princeton or Boston or Philadelphia or Chicago or Evanston or South San Francisco
$120k-$137k/yr HybridFull Time
3+ YOEDegree in a quantitative field (or 3-5 years relevant experience), required Veeva or Medidata experience, strong analytical, communication, and client-facing skills, and experience with R&D product/platforms.
Veeva, Medidata, IQVIA
3w
Save
Mark Applied
Hide
Associate Director, Diagnostic Planning Lead - Oncology
Upper Providence or Waltham or Stevenage or London or Cambridge or Rockville or San Francisco
$152k-$253k/yr HybridFull Time
7+ YOEBachelor's in biological sciences, 7+ years project/program management in diagnostics/pharma/biotech, experience managing clinical biomarker/diagnostic development, knowledge of drug discovery and clinical development, strong communication and PM skills.
Microsoft Project, Word, Excel, PowerPoint, Outlook, SharePoint, MS Teams, WebEx, CoPilot, ChatGPT, GiGi, Jules, PowerBI
1d
Save
Mark Applied
Hide
Director, Network Planning & Architecture
Dallas or Atlanta or Los Angeles or Chicago or Ashburn or Boston
$170k-$190k/yr HybridFull Time
10+ YOE10+ years telecom/datacenter experience, associate degree or equivalent experience, customer-facing experience, ability to read carrier LOA/CFA, Microsoft Office proficiency, Python/APIs and automation experience, strong communication and leadership skills.
Microsoft Office, Python, APIs
5d
Save
Mark Applied
Hide
Assoc. Director, Supply Chain Planning
Danvers, Massachusetts, United States
$122k-$213k/yr OnsiteFull Time
8+ YOE3+ MgmtBachelor's in engineering/supply chain,8+ years supply chain/demand planning experience,3+ years people management,working knowledge of DRP/MRP/MPS and SAP modules,program management and strong communication skills.
DRP, MRP, MPS, SAP, IBP, eWM, BW, MM
1mo
Save
Mark Applied
Hide
Connected Supply Chain, Planning - Kinaxis, Senior Associate
New York City or Atlanta or Austin or Chicago or Washington or Cleveland or Dallas or Los Angeles or Baltimore or Denver or Boston or Detroit or St. Louis or San Francisco or Philadelphia or Seattle or Pittsburgh or Houston
$77k-$202k/yr OnsiteFull Time
4+ YOEBachelor's degree, minimum 4 years' experience, proficiency with Kinaxis and supply chain management software, strong analytical and client-facing skills, ability to develop operational strategies and lead teams.
Kinaxis, Supply Chain Management Software
Explore Jobs