9,409 Financial jobs in the United States

Financial Planning & Analyst

98127 Washington, Washington Corp-Z-Admin

Posted 2 days ago

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Job Description

workfromhome

Current job opportunities are posted here as they become available.

At Nwestco LLC, we don’t just work in the Petroleum and Car Wash Equipment industry—we lead it. For over 25 years, we’ve set the standard across the Northwest and Rockies, delivering innovation, reliability, and excellence to our customers.

We’re seeking a highly analytical and results-driven Financial Planning & Analyst to join our finance team. This role is ideal for someone with 3–5 years of experience in FP&A or corporate finance—particularly within the service industry operating across multiple locations. You’ll be instrumental in driving financial performance through robust reporting, insightful analysis, and the development of key performance indicators (KPIs) that align operations with strategic goals.

This is a remote position (with flexibility to meet in office if needed), The pay range is $80K-$120K depending on location and experience and includes benefits PTO and 401k.

Your Mission

Build and maintain detailed financial models for forecasting, budgeting, and long-range planning

Analyze monthly financial results across multiple service locations, identifying trends and performance drivers

Develop and track operational and financial KPIs to measure business performance and support strategic decision-making

Partner with regional and operational teams to improve location-level profitability and efficiency

Create and deliver executive-level reports, dashboards, and presentations for senior leadership

Lead variance analysis and provide actionable insights to improve financial outcomes

Support annual budget and quarterly reforecast processes, incorporating location-specific insights

Conduct scenario planning and sensitivity analysis to evaluate business risks and opportunities

Continuously enhance FP&A processes, reporting tools, and data visualization capabilities

KPI & Reporting Focus

Design and implement KPI frameworks tailored to service-based operations

Monitor metrics such as revenue per location, labor utilization, and customer profitability

Collaborate with business units to align KPIs with operational goals and financial targets

Automate reporting processes and improve data accuracy using BI tools and ERP systems

Service Industry Experience

Work closely with operations leaders to understand service delivery metrics and cost structures

Analyze location-level financials to identify optimization opportunities and support strategic initiatives

Support expansion planning, including financial modeling for new site launches or service offerings

Ensure consistency and comparability of financial data across diverse geographic markets

What You Bring to the Table

Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus)

3–5 years of experience in FP&A, corporate finance, or investment banking

Prior experience in the service industry with multi-location operations is strongly preferred

Proven experience in reporting and KPI development for operational and financial performance

Strong proficiency in Excel and financial modeling; experience with ERP systems (e.g., SAP, Oracle) and BI tools (e.g., Power BI, Targit, Tableau) preferred

Excellent analytical, problem-solving, and communication skills

Ability to manage multiple priorities and meet tight deadlines

High attention to detail and a proactive mindset

Before You Leap

Some positions require travel and overnight stays. Travel expenses will be covered by Nwestco, LLC

All job offers are contingent upon successful completion of the following:

Ability to pass pre-employment drug-screening and background check. If the position is classified as safety-sensitive, it requires the applicant to pass a comprehensive drug test, including screening for marijuana, as a condition of employment.

A valid drivers license with a clean driving record over the past 5 years required.

Why Join Nwestco?

When you join our ranks, you're not just getting a job; you're igniting a career with purpose. We're all about diversity, valuing our people, and a culture of relentless excellence. Here’s what’s in it for you:

Competitive compensation that appreciates your experience and potential.

A treasure chest of benefits: 401(k) (with matching!), medical, dental, vision, life insurance, disability coverage, generous PTO, clothing allowance, paid holidays, and more.

Unparalleled opportunities for career growth – your horizon is limitless.

Nwestco, LLC is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, national origin, military service, genetic information, or any other characteristic protected by federal, state, or local laws.

If you meet the qualifications and are excited about this opportunity, we encourage you to apply and take the next step in your career with Nwestco LLC.

To learn more about Nwestco, LLC, please visit our website at

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Financial Planning & Analyst

98127 Washington, Washington Corp-Z-Admin

Posted 3 days ago

Job Viewed

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Job Description

workfromhome

Current job opportunities are posted here as they become available.

At Nwestco LLC, we don’t just work in the Petroleum and Car Wash Equipment industry—we lead it. For over 25 years, we’ve set the standard across the Northwest and Rockies, delivering innovation, reliability, and excellence to our customers.

We’re seeking a highly analytical and results-driven Financial Planning & Analyst to join our finance team. This role is ideal for someone with 3–5 years of experience in FP&A or corporate finance—particularly within the service industry operating across multiple locations. You’ll be instrumental in driving financial performance through robust reporting, insightful analysis, and the development of key performance indicators (KPIs) that align operations with strategic goals.

This is a remote position (with flexibility to meet in office if needed), The pay range is $80K-$120K depending on location and experience and includes benefits PTO and 401k.

Your Mission

Build and maintain detailed financial models for forecasting, budgeting, and long-range planning

Analyze monthly financial results across multiple service locations, identifying trends and performance drivers

Develop and track operational and financial KPIs to measure business performance and support strategic decision-making

Partner with regional and operational teams to improve location-level profitability and efficiency

Create and deliver executive-level reports, dashboards, and presentations for senior leadership

Lead variance analysis and provide actionable insights to improve financial outcomes

Support annual budget and quarterly reforecast processes, incorporating location-specific insights

Conduct scenario planning and sensitivity analysis to evaluate business risks and opportunities

Continuously enhance FP&A processes, reporting tools, and data visualization capabilities

KPI & Reporting Focus

Design and implement KPI frameworks tailored to service-based operations

Monitor metrics such as revenue per location, labor utilization, and customer profitability

Collaborate with business units to align KPIs with operational goals and financial targets

Automate reporting processes and improve data accuracy using BI tools and ERP systems

Service Industry Experience

Work closely with operations leaders to understand service delivery metrics and cost structures

Analyze location-level financials to identify optimization opportunities and support strategic initiatives

Support expansion planning, including financial modeling for new site launches or service offerings

Ensure consistency and comparability of financial data across diverse geographic markets

What You Bring to the Table

Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus)

3–5 years of experience in FP&A, corporate finance, or investment banking

Prior experience in the service industry with multi-location operations is strongly preferred

Proven experience in reporting and KPI development for operational and financial performance

Strong proficiency in Excel and financial modeling; experience with ERP systems (e.g., SAP, Oracle) and BI tools (e.g., Power BI, Targit, Tableau) preferred

Excellent analytical, problem-solving, and communication skills

Ability to manage multiple priorities and meet tight deadlines

High attention to detail and a proactive mindset

Before You Leap

Some positions require travel and overnight stays. Travel expenses will be covered by Nwestco, LLC

All job offers are contingent upon successful completion of the following:

Ability to pass pre-employment drug-screening and background check. If the position is classified as safety-sensitive, it requires the applicant to pass a comprehensive drug test, including screening for marijuana, as a condition of employment.

A valid drivers license with a clean driving record over the past 5 years required.

Why Join Nwestco?

When you join our ranks, you're not just getting a job; you're igniting a career with purpose. We're all about diversity, valuing our people, and a culture of relentless excellence. Here’s what’s in it for you:

Competitive compensation that appreciates your experience and potential.

A treasure chest of benefits: 401(k) (with matching!), medical, dental, vision, life insurance, disability coverage, generous PTO, clothing allowance, paid holidays, and more.

Unparalleled opportunities for career growth – your horizon is limitless.

Nwestco, LLC is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, national origin, military service, genetic information, or any other characteristic protected by federal, state, or local laws.

If you meet the qualifications and are excited about this opportunity, we encourage you to apply and take the next step in your career with Nwestco LLC.

To learn more about Nwestco, LLC, please visit our website at

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Financial Planning Analyst

94199 San Francisco, California Diamond Foundry

Posted 6 days ago

Job Viewed

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Job Description

Diamond Foundry Inc. is addressing the thermal limitations at the core of today's leading tech industries, including AI & cloud computing, electric vehicle power electronics, and 5G/6G wireless technology. We have successfully produced the world's first single-crystal diamond wafers and are on a mission to integrate diamonds into every chip. As a profitable unicorn with rapid growth, we have secured $515 million in funding and are executing a multi-billion dollar expansion plan focused on eco-friendly manufacturing—transforming greenhouse gases into diamond wafers using zero-emission energy.

We are seeking a skilled and collaborative Financial Analyst to join our expanding US-based Accounting & Finance team. The ideal candidate will be a team player with a strong foundation in data-driven accounting, possessing excellent technical, analytical, and problem-solving skills. This role will have a direct impact on financial reporting and data analysis on a daily basis.

The primary objectives of this role include optimizing financial reporting systems, supporting month-end closing, conducting financial analysis, and ensuring compliance with relevant financial regulations.

Responsibilities:
  1. Evaluate financial performance through analysis of results and forecasts.
  2. Collaborate with the accounting team to ensure accurate financial reporting, including leveraging automated tools.
  3. Compare actual results with budgets and forecasts to assess performance.
  4. Create financial models to support valuation, planning, and forecasting activities.
  5. Analyze historical and current financial data and market trends to inform strategic decisions.
Requirements:
  1. Minimum of 4 years of experience in business finance or related fields.
  2. Bachelor’s degree in Accounting, Finance, Economics, or related field.
  3. Proactive self-starter with strong interpersonal and problem-solving skills, capable of working independently.
  4. Experience presenting to executive management.
  5. Preferred skills include proficiency in Google applications, MS Suite, experience with NetSuite, FMVA or similar certifications, and an MBA is a plus.

Salary range: $05,000 - 165,000 annually. Compensation may vary based on experience and qualifications. The position is eligible for company shares.

At Diamond Foundry, we support our employees through comprehensive benefits, including health insurance, retirement plans, life and disability insurance, and employee discounts. All benefits are available from day one.

We are an Equal Opportunity Employer and value diversity in our workforce. We comply with all applicable laws and prioritize a safe and compliant work environment, including specific physical requirements for manufacturing and engineering roles.

Physical requirements for Manufacturing and Engineering roles include the ability to sit, stand, walk, lift up to 50 pounds, and use safety equipment as required. Some tasks may involve climbing, driving, or repetitive motions.

This employer participates in E-Verify and will verify employment eligibility for all new hires.

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Financial Planning Analyst

60290 Chicago, Illinois Confidential

Posted 7 days ago

Job Viewed

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Job Description

Base pay range

$100,000.00/yr - $110,000.00/yr

Our client is a digitally native, organic baby and children’s clothing brand. The company was created to deliver better-designed clothing and blankets, and a seamless shopping experience for parents and gift givers.

Position Summary

The FP&A Analyst will play a key role in the company’s financial planning, forecasting, budgeting, and analytical processes. This individual will partner cross-functionally to deliver actionable insights, ensure financial discipline, and support strategic decision-making across the business.

Key Responsibilities
  • Develop, maintain, and improve financial models to support forecasting, budgeting, and long-range planning.
  • Maintain a 13-week detailed cash flow model to anticipate needs of the business and highlight any near-term challenges.
  • Analyze monthly, quarterly, and annual financial results, comparing against budget, forecast, and prior periods to identify variances and trends.
  • Prepare monthly management reporting packages and board presentations with clear financial insights and commentary.
  • Partner with business units to develop and monitor KPIs, operational metrics, and key drivers of performance.
  • Support strategic initiatives through scenario modeling, business case development, and ROI analysis.
  • Assist in annual planning and quarterly forecasting cycles, ensuring data accuracy and alignment with company goals.
  • Provide ad-hoc financial analysis to support executive decision-making and business operations.
  • Leverage financial systems for data consolidation, reporting, and dashboard creation.
  • Participate in process improvement initiatives to enhance FP&A tools, workflows, and reporting quality.
Qualifications
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CFA a plus.
  • 2–5 years of experience in FP&A, investment banking, corporate finance, or related analytical roles.
  • Strong understanding of financial statements, accounting principles, and forecasting techniques.
  • Advanced Excel and financial modeling skills; experience with financial planning tools and ERP systems preferred.
  • Excellent analytical and problem-solving abilities, with attention to detail.
  • Strong communication skills with the ability to present complex information clearly to non-financial audiences.
  • Self-starter with the ability to manage multiple priorities in a fast-paced environment.
Preferred Skills
  • Experience in consumer goods and/or apparel industries.
  • Comfort with retrieving and organizing data from multiple sources
Seniority level
  • Associate
Employment type
  • Full-time
Job function
  • Finance, Analyst, and Project Management
  • Industries
  • Retail Apparel and Fashion

We’re committed to equal opportunity in employment. This description does not create a contract of employment and is subject to change at any time.

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Financial Planning Analyst

95199 San Jose, California CTwater

Posted 7 days ago

Job Viewed

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Job Description

H2O America is actively seeking talented, driven and effective applicants for the position of Financial Planning Analyst to join our dynamic team. We offer a challenging and rewarding work environment along with a competitive salary and an excellent benefits package.

H2O America is the parent organization of the following subsidiary companies: San Jose Water, Connecticut Water, Maine Water, and Texas Water. We sustain life by delivering high-quality water and exceptional service while investing in the health and vitality of the communities we serve.

Position Summary:

Reporting to the Director of Financial Planning & Analysis, this individual will perform Financial Planning and Analysis and will assist with the Company’s strategic business plan and budgeting processes, financial analysis, business development transaction analysis, and special projects. The ideal candidate will have a strong understanding of financial modeling, valuation, and due diligence as well as corporate FP&A activities. They will provide financial consulting and strategic support to senior management, including preparing financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunity analysis, acquisition analysis, and other special projects requested by senior management.

Specific Responsibilities

Duties and Responsibilities:

  • Assist in financial studies and multi-company financial planning and analyses, including merger & acquisition evaluation, strategic planning, business development, and operational efficiency/savings analyses.
  • Support budgeting and forecasting for H2O America’s Shared Services Business Units.

M&A and Business Development:

  • Build forecast models and metrics to evaluate the outcome of potential business transactions, including but not limited to economic alliances, mergers, acquisitions, capital projects, and divestitures.
  • Conduct industry and company research.
  • Prepare financial models and valuation analyses.
  • Assist with due diligence.
  • Create presentations and documentation.
  • Track progress and manage deal timelines.
  • Stay up to date on M&A trends and developments.

Financial Analysis:

  • Provide key financial analysis of monthly and year-to-date results vs. budget and prior year, identifying causes of deviations and providing actionable insights. Analyze trends and key drivers and recommend strategies for improvement.
  • Collaborate to prepare monthly and quarterly business performance reviews for the Shared Services Business Units.
  • Work closely with Business Unit leaders in Shared Services, providing them with data-driven insights.
  • Assist in the preparation of the 5-year strategic plan and associated cash flow modeling.
  • Conduct analyses related to operations and future capital programs or other assigned projects; prepare reports and presentations pertaining to research and recommendations concerning analyzed subjects.
  • Develop effective techniques and models for financial planning and analyses.
  • Perform detailed analysis, fact verification, and research on subject matters as needed.
  • Assist in complex financial forecasting studies, including utility regulated model and related regulatory analysis.
  • Support other special projects required by senior management.
  • Partner with accounting, budgeting, regulatory affairs, legal, and tax as appropriate.

Required Knowledge, Skills & Abilities:

  • Knowledge and skill in the application of generally accepted accounting principles.
  • Ability to review and analyze complex accounting and financial data.
  • Ability to identify financial implications of complex agreements and legal documents.
  • Advanced financial modeling and analytical skills.
  • Knowledge of the principles and practices of financial plan preparation and administration, accounting, and financial reporting; economics, statistical analysis, forecasting techniques, and computer modeling.
  • Demonstrate extensive knowledge of the financial planning & analysis function.
  • Mindset for continuous improvement.
  • Knowledge and experience with regulated utilities.

Communication Skills:

  • Listens objectively to various viewpoints, quickly synthesizes new data, and responds appropriately to various stakeholders across multiple communication channels.
  • Prepares and delivers compelling, concise, persuasive presentations.
  • Leverages and expands relationships with stakeholders in the Accounting & Finance department, as well as other departments and groups.

Required Education and Experience:

  • Bachelor’s degree in accounting or finance; CPA or MSA desirable.
  • Prior Investment Banking or M&A Analyst experience desirable.
  • At least five years of professional-level financial analyst experience.
  • Familiarity with financial accounting systems, preferably JD Edwards Enterprise One, Power Plant, Insight, Microsoft Excel, and database software are desirable.

Location:
This position may report out of any of the following subsidiary locations of H2O America: San Jose Water (San Jose, CA), Texas Water (New Braunfels, TX), Connecticut Water (Clinton, CT) or Maine Water (Saco, ME).

Salary:

California: $95,268 - $71,462/annually
Connecticut: 75,582 - 136,068/annually
Maine: 75,582 - 136,068/annually
Texas: 71,298 - 127,316/annually

EEO Statement
Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

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Financial Planning Analyst

06925 Stamford, Connecticut Howden Group

Posted 7 days ago

Job Viewed

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Job Description

Financial Planning Analyst page is loaded

Financial Planning Analyst

Apply locations Stamford, CT Office time type Full time posted on Posted 3 Days Ago job requisition id R

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service.

About Role

We are seeking a highly motivated individual to join our Finance team as an FP&A Analyst. The role will support the Finance Director and Finance Business Partner to report and analyze results across its operations. To ensure appropriate business reporting functions are set up allowing each Business Unit to measure their Key Financial Performance Indicators and satisfy their statutory and regulatory reporting responsibilities with regards to financial data, and to ensure that all responsibilities are completed in accordance with Company policies.

Primary Responsibilities

  • Provide high quality and timely advice, information, analysis, reporting and interpretation to support effective decision making and performance management.
  • Develop an understanding of the business, and support reporting to each team.
  • Understand the drivers of business performance, identifying trends, areas of opportunity or remedial action and influence the implementation of initiatives to address these.
  • Production of finance packs with commentary.
  • Support the improvement of management reporting and analysis.
  • Support in the maintenance of team structures and systems.
  • Resolve queries with regard to management reporting, helping to ensure the accuracy of reported results.
  • Help to maintain and improve financial reporting IT systems.
  • Understand the current business processes and assist in the development of systems and procedures to ensure strong financial controls are run across relevant business units within Howden US.
  • Support supervisors to deliver group objectives.
  • Develop strong working relationships with the wider Finance team, and with key contacts in Howden Re.
  • Support business units in the setting of annual budgets and mid-year forecasts.

Qualifications

  • Bachelor’s degree in accounting or finance, CPA plus
  • Solid knowledge of financial analysis, budgeting and forecasting
  • Insurance and/or Financial Services experience, a plus
  • 3+ years of relevant professional experience
  • Knowledge of US GAAP
  • Strong attention to detail and pride in work is critical
  • Strong problem-solving skills and the ability to work well independently and within a team is critical
  • Strong sense of urgency, with ability to multi-task, balance multiple priorities and perform in a fast-paced environment
  • Strong project and task management skills
  • Strong written and verbal communication skills
  • Proficient in Excel, Word, PowerPoint, etc.
  • Legally authorized to work in the US

What we offer:

A career that you define. Yes, we offer all the usual rewards and benefits - including medical, dental, vision, a wide variety of wellbeing offers, competitive salary, generous PTO, 401k with company match, paid volunteer days and more.

We provide an environment where new ideas are encouraged and celebrated, where people who want to have a real hand in our success thrive. We want people who want to make a difference - not just in the workplace, but in the industry and in the wider community.

EEO Statement:

We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect. Howden North America provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Howden North America will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

The expected compensation for this role is up to $100,000 per year.

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Financial Planning Analyst

06413 Clinton, Connecticut CTwater

Posted 7 days ago

Job Viewed

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Job Description

H2O America is actively seeking talented, driven and effective applicants for the position of Financial Planning Analyst to join our dynamic team. We offer a challenging and rewarding work environment along with a competitive salary and an excellent benefits package.

H2O America is the parent organization of the following subsidiary companies: San Jose Water, Connecticut Water, Maine Water, and Texas Water. We sustain life by delivering high-quality water and exceptional service while investing in the health and vitality of the communities we serve.

Position Summary:

Reporting to the Director of Financial Planning & Analysis, this individual will perform Financial Planning and Analysis and will assist with the Company’s strategic business plan and budgeting processes, financial analysis, business development transaction analysis, and special projects. The ideal candidate will have a strong understanding of financial modeling, valuation, and due diligence as well as corporate FP&A activities. They will provide financial consulting and strategic support to senior management, including preparing financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunity analysis, acquisition analysis, and other special projects requested by senior management.

Specific Responsibilities

Duties and Responsibilities:

  • Assist in financial studies and multi-company financial planning and analyses, including merger & acquisition evaluation, strategic planning, business development, and operational efficiency/savings analyses.
  • Support budgeting and forecasting for H2O America’s Shared Services Business Units.

M&A and Business Development:

  • Build forecast models and metrics to evaluate the outcome of potential business transactions, including but not limited to economic alliances, mergers, acquisitions, capital projects, and divestitures.
  • Conduct industry and company research.
  • Prepare financial models and valuation analyses.
  • Assist with due diligence.
  • Create presentations and documentation.
  • Track progress and manage deal timelines.
  • Stay up to date on M&A trends and developments.

Financial Analysis:

  • Provide key financial analysis of monthly and year-to-date results vs. budget and prior year, identifying causes of deviations and providing actionable insights. Analyze trends and key drivers and recommend strategies for improvement.
  • Collaborate to prepare monthly and quarterly business performance reviews for the Shared Services Business Units.
  • Work closely with Business Unit leaders in Shared Services, providing them with data-driven insights.
  • Assist in the preparation of the 5-year strategic plan and associated cash flow modeling.
  • Conduct analyses related to operations and future capital programs or other assigned projects; prepare reports and presentations pertaining to research and recommendations concerning analyzed subjects.
  • Develop effective techniques and models for financial planning and analyses.
  • Perform detailed analysis, fact verification, and research on subject matters as needed.
  • Assist in complex financial forecasting studies, including utility regulated model and related regulatory analysis.
  • Support other special projects required by senior management.
  • Partner with accounting, budgeting, regulatory affairs, legal, and tax as appropriate.

Required Knowledge, Skills & Abilities:

  • Knowledge and skill in the application of generally accepted accounting principles.
  • Ability to review and analyze complex accounting and financial data.
  • Ability to identify financial implications of complex agreements and legal documents.
  • Advanced financial modeling and analytical skills.
  • Knowledge of the principles and practices of financial plan preparation and administration, accounting, and financial reporting; economics, statistical analysis, forecasting techniques, and computer modeling.
  • Demonstrate extensive knowledge of the financial planning & analysis function.
  • Mindset for continuous improvement.
  • Knowledge and experience with regulated utilities.

Communication Skills:

  • Listens objectively to various viewpoints, quickly synthesizes new data, and responds appropriately to various stakeholders across multiple communication channels.
  • Prepares and delivers compelling, concise, persuasive presentations.
  • Leverages and expands relationships with stakeholders in the Accounting & Finance department, as well as other departments and groups.

Required Education and Experience:

  • Bachelor’s degree in accounting or finance; CPA or MSA desirable.
  • Prior Investment Banking or M&A Analyst experience desirable.
  • At least five years of professional-level financial analyst experience.
  • Familiarity with financial accounting systems, preferably JD Edwards Enterprise One, Power Plant, Insight, Microsoft Excel, and database software are desirable.

Location:
This position may report out of any of the following subsidiary locations of H2O America: San Jose Water (San Jose, CA), Texas Water (New Braunfels, TX), Connecticut Water (Clinton, CT) or Maine Water (Saco, ME).

Salary:

California: $95,268 - $71,462/annually
Connecticut: 75,582 - 136,068/annually
Maine: 75,582 - 136,068/annually
Texas: 71,298 - 127,316/annually

EEO Statement
Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

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Financial Planning Analyst

06925 Stamford, Connecticut Howden Group Holdings

Posted 7 days ago

Job Viewed

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Job Description

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service.

About Role

We are seeking a highly motivated individual to join our Finance team as an FP&A Analyst. The role will support the Finance Director and Finance Business Partner to report and analyze results across its operations. To ensure appropriate business reporting functions are set up allowing each Business Unit to measure their Key Financial Performance Indicators and satisfy their statutory and regulatory reporting responsibilities with regards to financial data, and to ensure that all responsibilities are completed in accordance with Company policies.

Primary Responsibilities

  1. Provide high quality and timely advice, information, analysis, reporting and interpretation to support effective decision making and performance management.
  2. Develop an understanding of the business, and support reporting to each team.
  3. Understand the drivers of business performance, identifying trends, areas of opportunity or remedial action and influence the implementation of initiatives to address these.
  4. Production of finance packs with commentary.
  5. Support the improvement of management reporting and analysis.
  6. Support in the maintenance of team structures and systems.
  7. Resolve queries with regard to management reporting, helping to ensure the accuracy of reported results.
  8. Help to maintain and improve financial reporting IT systems.
  9. Understand the current business processes and assist in the development of systems and procedures to ensure strong financial controls are run across relevant business units within Howden US.
  10. Support supervisors to deliver group objectives.
  11. Develop strong working relationships with the wider Finance team, and with key contacts in Howden Re.
  12. Support business units in the setting of annual budgets and mid-year forecasts.

Qualifications

  1. Bachelor’s degree in accounting or finance, CPA plus
  2. Solid knowledge of financial analysis, budgeting and forecasting
  3. Insurance and/or Financial Services experience, a plus
  4. 3+ years of relevant professional experience
  5. Knowledge of US GAAP
  6. Strong attention to detail and pride in work is critical
  7. Strong problem-solving skills and the ability to work well independently and within a team is critical
  8. Strong sense of urgency, with ability to multi-task, balance multiple priorities and perform in a fast-paced environment
  9. Strong project and task management skills
  10. Strong written and verbal communication skills
  11. Proficient in Excel, Word, PowerPoint, etc.
  12. Legally authorized to work in the US

What we offer:

A career that you define. Yes, we offer all the usual rewards and benefits - including medical, dental, vision, a wide variety of wellbeing offers, competitive salary, generous PTO, 401k with company match, paid volunteer days and more.

We provide an environment where new ideas are encouraged and celebrated, where people who want to have a real hand in our success thrive. We want people who want to make a difference - not just in the workplace, but in the industry and in the wider community.

EEO Statement:

We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect. Howden North America provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Howden North America will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

The expected compensation for this role is up to $100,000 per year.

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Financial Planning Analyst

78130 New Braunfels, Texas CTwater

Posted 7 days ago

Job Viewed

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Job Description

H2O America is actively seeking talented, driven and effective applicants for the position of Financial Planning Analyst to join our dynamic team. We offer a challenging and rewarding work environment along with a competitive salary and an excellent benefits package.

H2O America is the parent organization of the following subsidiary companies: San Jose Water, Connecticut Water, Maine Water, and Texas Water. We sustain life by delivering high-quality water and exceptional service while investing in the health and vitality of the communities we serve.

Position Summary:

Reporting to the Director of Financial Planning & Analysis, this individual will perform Financial Planning and Analysis and will assist with the Company’s strategic business plan and budgeting processes, financial analysis, business development transaction analysis, and special projects. The ideal candidate will have a strong understanding of financial modeling, valuation, and due diligence as well as corporate FP&A activities. They will provide financial consulting and strategic support to senior management, including preparing financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunity analysis, acquisition analysis, and other special projects requested by senior management.

Specific Responsibilities

Duties and Responsibilities:

  • Assist in financial studies and multi-company financial planning and analyses, including merger & acquisition evaluation, strategic planning, business development, and operational efficiency/savings analyses.
  • Support budgeting and forecasting for H2O America’s Shared Services Business Units.

M&A and Business Development:

  • Build forecast models and metrics to evaluate the outcome of potential business transactions, including but not limited to economic alliances, mergers, acquisitions, capital projects, and divestitures.
  • Conduct industry and company research.
  • Prepare financial models and valuation analyses.
  • Assist with due diligence.
  • Create presentations and documentation.
  • Track progress and manage deal timelines.
  • Stay up to date on M&A trends and developments.

Financial Analysis:

  • Provide key financial analysis of monthly and year-to-date results vs. budget and prior year, identifying causes of deviations and providing actionable insights. Analyze trends and key drivers and recommend strategies for improvement.
  • Collaborate to prepare monthly and quarterly business performance reviews for the Shared Services Business Units.
  • Work closely with Business Unit leaders in Shared Services, providing them with data-driven insights.
  • Assist in the preparation of the 5-year strategic plan and associated cash flow modeling.
  • Conduct analyses related to operations and future capital programs or other assigned projects; prepare reports and presentations pertaining to research and recommendations concerning analyzed subjects.
  • Develop effective techniques and models for financial planning and analyses.
  • Perform detailed analysis, fact verification, and research on subject matters as needed.
  • Assist in complex financial forecasting studies, including utility regulated model and related regulatory analysis.
  • Support other special projects required by senior management.
  • Partner with accounting, budgeting, regulatory affairs, legal, and tax as appropriate.

Required Knowledge, Skills & Abilities:

  • Knowledge and skill in the application of generally accepted accounting principles.
  • Ability to review and analyze complex accounting and financial data.
  • Ability to identify financial implications of complex agreements and legal documents.
  • Advanced financial modeling and analytical skills.
  • Knowledge of the principles and practices of financial plan preparation and administration, accounting, and financial reporting; economics, statistical analysis, forecasting techniques, and computer modeling.
  • Demonstrate extensive knowledge of the financial planning & analysis function.
  • Mindset for continuous improvement.
  • Knowledge and experience with regulated utilities.

Communication Skills:

  • Listens objectively to various viewpoints, quickly synthesizes new data, and responds appropriately to various stakeholders across multiple communication channels.
  • Prepares and delivers compelling, concise, persuasive presentations.
  • Leverages and expands relationships with stakeholders in the Accounting & Finance department, as well as other departments and groups.

Required Education and Experience:

  • Bachelor’s degree in accounting or finance; CPA or MSA desirable.
  • Prior Investment Banking or M&A Analyst experience desirable.
  • At least five years of professional-level financial analyst experience.
  • Familiarity with financial accounting systems, preferably JD Edwards Enterprise One, Power Plant, Insight, Microsoft Excel, and database software are desirable.

Location:
This position may report out of any of the following subsidiary locations of H2O America: San Jose Water (San Jose, CA), Texas Water (New Braunfels, TX), Connecticut Water (Clinton, CT) or Maine Water (Saco, ME).

Salary:

California: $95,268 - $71,462/annually
Connecticut: 75,582 - 136,068/annually
Maine: 75,582 - 136,068/annually
Texas: 71,298 - 127,316/annually

EEO Statement
Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

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Financial Planning Analyst

60290 Chicago, Illinois Ryan Specialty, LLC

Posted 7 days ago

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Job Description

Financial Planning Analyst page is loadedFinancial Planning Analyst Apply locations Chicago - Illinois - Wacker time type Full time posted on Posted Yesterday job requisition id JR

Position Summary

The Financial Planning Analyst is responsible for conducting financial analysis to support informed decision making and driving budgeting and forecasting activities. The role develops cross functional relationships, ensures compliance with regulatory requirements, and provides insights to drive business growth. They coordinate the preparation and submission of capital planning documentation, conduct thorough analysis of Profit & Loss (P&L) reports, monitor key performance indicators, and offer comprehensive commentary on variances.

What will your job entail?

Job Responsibilities:
• Conducts financial analysis to support decision-making, develops and updates financial projections and stress testing analysis as per established policies and procedures

• Prepares and presents financial reports to management, executives, and other stakeholders in a clear and concise manner, highlighting key insights and trends.
• Identifies and implements enhancements to financial planning and analysis processes with the aim of reducing cycle time and improving quality of the management reporting processes.
• Analyzes and explains variances between forecasts vs actual financial results, investigates discrepancies by partnering with different teams to understand and address underlying issues.

• Collaborate with department leads and project managers to establish financial plans and manage forecasts for ongoing project initiatives.

• Support the development of strategies to improve financial and operational performance of company initiatives and projects.

• Conducts monthly, quarterly, and annual analysis of Profit & Loss (P&L) reports, providing comprehensive commentary on variances to budget, prior periods, and forecasts to support strategic decision-making related to ongoing project initiatives.

• Develops ad hoc financial analyses for management and business as required and assists in financial planning projects as requested by stakeholders.
• Identifies opportunities for cost optimization and efficiency improvements and collaborates with cross functional teams to implement cost-saving measures.

Work Experience and Education:
• Bachelor’s degree required, Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
• Minimum of 2-3 years of experience in financial planning and analysis is preferred.

• Advanced financial modeling skills to develop forecasts, budgets, and reporting.

• Strong financial and operational data acumen. The ability to expeditiously work with, manipulate, and synthesize large data sets. Strong MS Office literacy, especially in Excel

• Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and/or Certified Public Accountant (CPA) is preferred.

Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization.Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression,sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners,and communities.This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.

How We Support Our Teammates

Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them — and their family members — achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.

The target salary range for this position is $72,000.00 - $90,000.00 annually.

The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at

The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Similar Jobs (2) Senior Financial Planning Analyst locations Chicago - Illinois - Wacker time type Full time posted on Posted 23 Days AgoVP, Financial Planning & Analysis locations Chicago - Illinois - Wacker time type Full time posted on Posted 6 Days Ago

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