Financial Planning jobs

Sr Director, Advice & Financial Planning Methodology Lead

Hybrid in Frisco, Texas

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Today

Advice Relationship Manager The Advice Relationship Manager owns the strategic direction and execution of a strong relationship management model within the assigned business units, engaging senior business stakeholders and execution partners to advance the enterprise Advice strategy and position. The role sets and drives the advice and financial planning methodology strategic roadmap, ensuring alignment with key internal and external stakeholders, and serves as the primary advisor and liaison to

Full-time

USD 157,000.00 - 197,000.00 per year

Sr Director, Advice & Financial Planning Methodology Lead

Hybrid in Charlotte, North Carolina

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Today

Full-time

USD 157,000.00 - 197,000.00 per year

Financial Planning Consultant

San Diego, California

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Today

Job Description As a Financial Planning Center Consultant, you will serve as a strategic thought partner and advisor-facing technical planning resource. You will help financial advisors understand, evaluate, and apply planning concepts across common and complex client scenarios, then translate those concepts into clear guidance and actionable business outcomes. This is a high-impact role focused on consultation, education, and decision support. It does not primarily involve creating financial pl

Full-time

USD 113,000.00 - 148,000.00 per year

Sr. Manager Financial Planning & Analysis System, Technology

Hybrid in Irving, Texas

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Today

If you have what it takes to become part of the Vistra family and would like to start a promising career with a global leader, take a look at the exciting employment opportunities that are currently available and apply online. Job Summary The Senior Manager - Financial Planning & Analysis Systems is an individual-contributor role responsible for the end-to-end FP&A technology portfolio. The position serves as the primary liaison between FP&A and IT, and external delivery partners translating fi

Full-time

Depends on Experience

Senior Financial Planning & Analysis Analyst

Winter Park, Florida

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Today

Senior Financial Planning & Analysis Analyst, Winter Park FL, Archtecture, Engineering or Construction experience a plus This Jobot Job is hosted by: David Hyon Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $95,000 - $130,000 per year A bit about us: We are a well established Engineering Firm located in Winter Park FL off of Park Avenue. Why join us? Great Benefits and 401K Join a well established team who is invested in your growth, de

Full-time

USD 95,000.00 - 130,000.00 per year

Senior Financial Planning Analyst

Irvine, California

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Today

Roth Staffing is looking for Senior Financial Planning Analyst in Irvine, CA. The position offers a pay rate of $75.00 - $79.31/hour This role is ideal for finance professionals with experience in financial modeling, variance analysis, budgeting/forecasting, financial reporting, CAPEX/OPEX management, and workforce/vendor expense planning. Responsibilities: - Develops/maintains and delivers moderate to complex strategic financial analysis to support business operations and decisions o Analyzes f

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Contract

$75.00 - $79.31 per hour

Analyst, Strategic Finance & Planning

Denver, Colorado

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Today

Summary The Analyst will be a key member of the Finance team and collaborate across multiple business segments while reporting directly to the Manager, Strategic Finance & Planning. In this role, the candidate will lead real-time financial performance monitoring and develop a reporting toolkit to assess performance of the current business and assist with opportunities to improve operating and financial results. The position will assist and, in some areas, lead in the financial planning, annual

Full-time

USD 95,000.00 - 110,000.00 per year

Vice President - Financial Planning & Analysis

Remote

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23d ago

Vice President - Financial Planning & AnalysisLocation: Remote, with periodic travel to LTS headquarters in Herndon, Virginia. Preference will be given to candidates residing in the DMV area (Washington D.C., Maryland, and Virginia).Candidates outside the DMV area may also be considered. Reports to: Chief Financial Officer Compensation range: $200,000 - $275,000 LTS is seeking a hands-on finance leader to own enterprise financial planning and analysis across its Health, Federal IT Services, and

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Full-time

200000 - 275000

AVP of Financial Planning and Analysis - Healthcare

Ithaca, New York

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Today

AVP of Financial Planning and Analysis, Healthcare Location: Ithaca, NY (Hybrid) Job Type: Full-time Pay: $180,000 to $220,000 per year Relocation: Assistance available Shape financial strategy at a leading healthcare organization as the CFO\'s partner on budgeting, forecasting, growth, and performance. Must-Haves Bachelor\'s degree in Finance, Accounting, Business Administration, or a related field 5+ years of progressive healthcare financial analysis, planning, and budgeting experience 5+ y

Full-time

Compensation information provided in the description

Finance & Business Planning Analyst

Juno Beach, Florida

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4d ago

Financial AnalystPosition OverviewWe are seeking a detail-oriented Finance & Business Planning Analyst to support corporate finance, financial planning and analysis (FP&A), budgeting, forecasting, headcount planning, capital expenditure planning, and executive reporting. The ideal candidate will have strong financial modeling and advanced Excel skills, experience with budgeting and variance analysis, and the ability to collaborate with cross-functional teams to support business decisions. This r

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Contract, Third Party

Depends on Experience

Sr Director, Advice & Financial Planning Methodology Lead

Port Charlotte, Florida

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8d ago

Full-time

USD 157,000.00 - 197,000.00 per year

Technology Finance Manager, AI Cost Planning

Westlake, Texas

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Today

Your Opportunity This position provides the right candidate with a unique opportunity to join the Schwab Technology Services (STS) Finance team. The team serves as a strategic business partner, providing financial insights, planning, and analysis to support decision-making and drive operational excellence. This role will lead performance analysis for key technology functions, ensuring alignment with corporate financial goals. The Finance Manager will own the forecasting and budgeting for Schwa

Full-time

Finance PMO / Value Creation Planning Consultant (Only Visa Independent Candidate/W2)

Remote

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Today

Job Title:-Finance PMO / Value Creation Planning Consultant Location:- RemoteDuration:- Contract Job DescriptionSeeking a hands-on Finance PMO Consultant withdirect value creation planning experience, ideally supporting private equity-backed companies, M&A transactions, or finance transformation initiatives. Proven experience developing and executing value creation plans, including financial improvement initiatives, cost optimization, EBITDA improvement, and KPI tracking.Strong Finance PMO backg

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Contract

Depends on Experience

Senior Financial Advisor

Hybrid in Santa Ana, California

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Yesterday

Senior Financial AdvisorLocation: Santa Ana, CA Work Arrangement: Hybrid Employment Type: Full-Time Job SummaryWe are seeking an experienced Senior Financial Advisor to join our growing wealth management team. The ideal candidate will have experience advising high-net-worth individuals and families, providing comprehensive financial planning and investment guidance, and developing strong long-term client relationships. The Senior Wealth Advisor will also be responsible for meeting with and conve

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Full-time

Depends on Experience

Senior Fintech Integration Engineer

Hybrid in Dallas, Texas

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3d ago

Senior Fintech Integration Engineer (2 Positions)Location:Hybrid, 1 day/week onsite (Dallas or Mountain View)Any Visa will work Key Requirements: 8-10 year experience, recent hands-on experience within fintech, wealth management, brokerage, or banking environments. Strong experience integrating financial platforms and third-party APIs.Experience with BNY Mellon Pershing APIs including trade execution, clearing, and account integration.Experience integrating Conquest Planning or similar financia

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Contract, Third Party

Depends on Experience

Senior Anaplan Model Builder

Remote

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Yesterday

Act as a senior handson Anaplan Model Builder supporting FP&A use cases such as planning, budgeting, forecasting, and management reporting. Work closely with Solution Architects to translate highlevel solution designs into scalable, highperforming Anaplan models. Analyze business requirements, design model structures, build and enhance Anaplan models, and resolve production issues. Demonstrate strong expertise in Anaplan model building, including model architecture, best practices, and performan

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Contract, Third Party

55 - 60

Oracle EPM Manager

Hybrid in Lake Forest, Illinois

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Yesterday

Job Description: Our client is seeking a Oracle EPM Manager to join their team. As a Oracle EPM Manager, you will be responsible for the design, development, implementation, and control of Reynolds Consumer Products financial systems and applications. Responsibilities will include leading projects and supporting cross functional supporting programs. You Will Have the Opportunity to Make Great Things Happen! Provide thought leadership on best practices / emerging technologies for Finance function

Contract, Third Party

75 - 90

Oracle Fusion EPM Business Analyst

Hybrid in Dallas, Texas

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28d ago

Business Systems Analyst (with strong FP&A Background and Oracle Fusion EPM Experience) Role Summary The Digital Product Business Systems Analyst partners with the Product Owner, finance strategy leaders, and internal users to translate business needs into product priorities, system requirements, configurations, testing activities, and adoption plans. This role supports the delivery and continuous improvement of financial planning and analysis (FP&A) systems and core finance capabilities within

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Contract, Third Party

Wealth Planner

Kansas City, Kansas

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Today

Job Description We are seeking a Financial Planner who will serve an assigned high-net-worth client base. The Financial Planner will also develop ongoing working relationships with the client's Financial Planning Consultant, and the client's CPA on behalf of the client. This position will review each client's financial situation, make appropriate observations and recommendations, and take ownership of the planning process on behalf of the client. The Financial Planner will be accountable for dev

Full-time

USD 72,000.00 - 102,000.00 per year

Financial Planner

Madison, New Jersey

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Today

1B AUM RIA / servicing UHNW clients and advisors / hybrid This Jobot Job is hosted by: Katrina McFillin Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $150,000 - $180,000 per year A bit about us: We're a growing, independent wealth management firm serving high- and ultra-high-net-worth clients. With more than $1 billion in assets under management and a close-knit team, we pair sophisticated financial planning with highly personalized servi

Full-time

USD 150,000.00 - 180,000.00 per year