Estate Planning Director jobs in Somerset, NJ

Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)

B
Director, Financial Planning & Analysis
  • Bausch Health
  • Bridgewater, NJ FULL_TIME
  • Bausch Health is a global company that develops, manufactures, and markets a differentiated product portfolio across multiple high-growth therapeutic areas including Gastroenterology, Generics, Neurology, Ortho Dermatologics, Medical Aesthetics and Dentistry. We are delivering on our commitments as we build an innovative company dedicated to advancing global health. Each day, Bausch Health products are used by over 150 million people around the world.

    Our approximately 7,000 employees are united around our mission of improving people’s lives with our health care products.

    This position will direct the activities of the FP&A team members supporting the U.S. Diversified business. The role is expected to generate value added analytics and insights, be responsible for overseeing the preparation of executive level presentations of results and forecasts and support U.S. Diversified team in understanding their results and helping them deliver their financial commitments.

    Major Areas of Responsibility

    • Oversee the preparation of the annual budget and forecasting reporting packages including the evaluation of key performance indicators and a comparison of results to budget and forecast along with comprehensive executive level explanations of variances.

    • Develop and deliver executive level presentations for review with Executive Leadership Team.

    • Assisting the preparation and monitoring of the Company’s long range strategic planning models.

    • Support Business Unit leaders in delivering their financial commitments by providing recommendations and input to decisions to drive financial performance.

    • Understand key drivers of performance with ability to identify business improvements and cost reduction opportunities on an ongoing basis.

    • Have a strong understanding of key business drivers and metrics as well as financial models to deliver value added analysis to drive business results.

    • Work closely with Sales/Marketing Management, Commercial Analytics and Business Development in assessing and modeling new business opportunities.

    • Lead FP&A team in driving reporting excellence and leveraging best practices in Management Reporting.

    • Maintain strong relations with Gross-to-Net Accounting team to ensure timely information flow.

    Qualifications:

    • Bachelor's degree in finance and/or Accounting.

    • Minimum of 8 years diverse Finance experience including FP&A and Accounting as well as 4 years of pharmaceutical or life science industry experience

    • Strong executive communication skills, ability to take complex financial information and create financial ‘stories’ that the business can understand and make decisions / act on

    • Excellent analytical skills and ability to translate executive needs for information into actionable reporting and analyses.

    • Highly motivated individual with a strong sense of urgency and rigorous attention to detail to meet deadlines with minimal supervision.

    • Strong experience with SAP and Hyperion Financial Management preferred.

    • Ability to multitask and prioritize work, and communicate complex issues to senior management verbally, in writing, and through presentations.

    • Strong communication and interpersonal skills to represent Finance on various project teams and initiatives.

    Benefits package includes a Comprehensive Medical (includes Prescription Drug), Dental, Vision, Health Savings Account with company contribution, Flexible Spending Accounts, 401(k) matching, discretionary time off, paid sick time, tuition reimbursement, parental leave, short-term disability, long-term disability, life insurance, accidental death & dismemberment insurance, paid holidays, Employee Assistance Plan, commuter benefit, recognition awards, voluntary benefits (including Identity Theft, Student Loan and Breast Milk Shipping), employee referral bonuses and employee discounts.

    #LI-hybrid

    This position may be available in the following location(s): [[location_obj]]

    We thank you in advance for your interest in growing and developing with Bausch Health. Kindly note that in order for all stakeholders to be successful, we do require a minimum of one year in your current role before applying to another one. Please ensure you have discussed with your current manager the intent of applying to a new role.

    Any exception will have to be authorized by your HR Business Partner.

    Bausch Health Companies Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, marital or veteran status, disability, or any other legally protected status. We are committed to building diverse teams, representative of the patients and communities we serve, and we strive to create an inclusive workplace that cultivates collaboration.

    If a candidate needs a reasonable accommodation/adjustment due to physical or mental health impairment for any part of the application process, they are encouraged to send their request to humanresources@bauschhealth.com or call 908-927-1400 and let us know the nature of the request and their contact information. Please be sure to include the job requisition number.

    Job Applicants should be aware of job offer scams perpetrated through the use of the Internet and social media platforms.

    To learn more please read Bausch Health's Job Offer Fraud Statement (https://protection.greathorn.com/services/v2/lookupUrl/c29afa19-107c-4ce0-9f8c-cdaacd1f6318/176/379301a79c224eae9f25e08c7426cedde0ec4807) .

    Bausch Health is an EEO/AA employer M/F/D/V.

  • 13 Days Ago

O
Senior Director - Business Governance and Strategic Planning
  • OneTen
  • Basking Ridge, NJ FULL_TIME
  • When you join VerizonVerizon is one of the world’s leading providers of technology and communications services, transforming the way we connect around the world. We’re a human network that reaches acr...
  • 21 Days Ago

T
#13451 - Technology Sales Director (Retail & Consumer Goods)
  • Technology Sales Director (Retail & Consumer Goods) - Qualitest
  • Bridgewater, NJ FULL_TIME
  • Are you interested in working with the largest independent software testing company? Read on!Qualitest is looking for an experienced Regional Sales Director to develop new logo sales for Retail and Co...
  • 11 Days Ago

N
Administrative Assistant (PT)
  • New Jersey Planning Officials
  • Warren, NJ PART_TIME
  • Administrative Assistant Position Available – Flexible hours (20-24 hrs. per week)The New Jersey Planning Officials was founded in 1938. NJPO is neither a State agency nor a professional organization....
  • 17 Days Ago

F
Real Estate Buyer’S Sales Specialist
  • Freeby & Lai Real Estate Group at Keller Williams
  • Clinton, NJ FULL_TIME
  • Are you determined to help buyers find the home of their dreams? We’re looking for a knowledgeable and enthusiastic buyer’s agent to join our team. You’ll act as the buyer’s main point of contact from...
  • 11 Days Ago

T
Resident Engineer/Senior Inspector
  • Traffic Planning & Design Career Center
  • Somerville, NJ FULL_TIME
  • Ranked the overall #4 Best Civil Engineering Firm to Work for in the Nation (#1 in our size category), and residing on the list of the Engineering News Record (ENR)’s Top 500 Design Firms in the natio...
  • Just Posted

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Estate Planning Director jobs found in Somerset, NJ area

K
Director of Planning
  • KHAITE
  • New York, NY
  • About KHAITE: KHAITE is a leading Luxury fashion brand based in New York City, known for its modern and luxurious design...
  • 4/23/2024 12:00:00 AM

R
Sr Director, IT Planning & Delivery
  • Ross Stores Inc.
  • New York, NY
  • GENERAL PURPOSE: Partner with cross functional teams including Planning, Allocation, Forecasting, IT, and other operatio...
  • 4/22/2024 12:00:00 AM

S
Senior Director, Subscriber Planning & Analysis
  • Sirius XM
  • New York, NY
  • Who We Are: SiriusXM and its brands (Pandora, SiriusXM Media, AdsWizz, Simplecast, and SiriusXM Connected Vehicle Servic...
  • 4/22/2024 12:00:00 AM

G
Director, Media Planning
  • GroupM
  • New York, NY
  • Description Position at GroupM Role Summary & Impact As a Director of Planning, you will oversee multiple planning group...
  • 4/21/2024 12:00:00 AM

L
Financial Planning Director
  • Lee, Nolan & Koroghlian, LLC
  • Saddle Brook, NJ
  • The Financial Planning Director will work in a local office directly with Financial Advisors to provide holistic financi...
  • 4/21/2024 12:00:00 AM

H
Director, Workforce Planning & Analysis
  • Horizon Media
  • New York, NY
  • Job Description Who We Are Horizon Media, founded in 1989 by Bill Koenigsberg, is recognized as one of the most innovati...
  • 4/21/2024 12:00:00 AM

R
Sr Director, IT Planning & Delivery
  • Ross Stores, Inc.
  • New York, NY
  • GENERAL PURPOSE: Partner with cross functional teams including Planning, Allocation, Forecasting, IT, and other operatio...
  • 4/20/2024 12:00:00 AM

K
Director of Planning
  • Khaite
  • New York, NY
  • About KHAITE: KHAITE is a leading Luxury fashion brand based in New York City, known for its modern and luxurious design...
  • 4/20/2024 12:00:00 AM

Somerset is an unincorporated community and census-designated place (CDP) located within Franklin Township, in Somerset County, New Jersey, United States. As of the 2010 United States Census, the CDP's population was 22,083. Somerset housed one of the first Marconi Wireless Stations in the United States. According to the United States Census Bureau, the CDP had a total area of 6.444 square miles (16.692 km2), including 6.327 square miles (16.388 km2) of land and 0.117 square miles (0.304 km2) of water (1.82%)....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$145,754 to $216,778
Somerset, New Jersey area prices
were up 1.5% from a year ago

Estate Planning Director in Richland, WA
They assist personal representatives, trustees, and beneficiaries with estate and trust administration and advise fiduciaries and beneficiaries in contested or potentially contested trust and estate matters.
February 17, 2020
Estate Planning Director in Spokane, WA
Here’s a closer look at each one of these estate planning blunders, most of which are easily avoided.
January 15, 2020
Estate Planning Director in Hialeah, FL
Some people assume that unless you have a sizeable estate, it’s not necessary to hire a lawyer to create a will.
January 04, 2020