21 Financial Planning jobs in Moore

Overview Rapiscan Systems, an OSI Systems Company is seeking a Director, Financial Planning & Analysis to be based near our security division hub location in Billerica, MA. Rapiscan is a leading supplier of end-to-end security inspection solutions, utilizing multiple technologies and advanced threat identification algorithms based on X-ray and high-speed computed tomography imaging, ion mobility spectrometry, radiation detection, and optical inspection technologies. Our broad portfolio of products, services, and solutions helps customers in ports, borders, aviation, military, law enforcement, critical infrastructure, event security markets to solve complex security needs, including combatting terrorism, drug and weapon smuggling, and trade fraud. With our leading detection technology and vast industry knowledge, we meet demanding security requirements while offering customers outstanding value for their security screening and inspection operations. We have highly experienced technical, program management, and service teams to ensure customers receive a best-in-class experience throughout every phase of their project—from planning to deployment to post-installation support. In this high profile role, you will be a key member of the Finance team responsible for all aspects of the Rapiscan Division budgeting, forecasting, operational reporting, operating metrics with a heavy emphasis on financial analysis. You will interact directly with the Sales, Product Management, Service, Operations and Engineering department leaders while also serving as a key resource to the Executive Team and to the Corporate FP&A team. Responsibilities Provide management with timely, accurate, and insightful financial analysis to monitor financial results and enable strategic decision-making. Provides high quality and timely analytical support for projects, strategic initiatives, business development proposals, and other investments. Build complex financial models or other analytical tools to guide business decisions. Drive the preparation of monthly forecasts and the annual budget planning process. Manage the preparation of, and consolidate the results of, subsidiary forecasts and present Executive team the results and related performance analysis. Responsible for the monthly and quarterly planning cycle and annual target setting process with the executive team. Responsible for the preparation and distribution of non-standard management reports and operational analysis for internal use. Work with cross-functional teams to define and track Key performance indicators. Establish departmental budgets, ensure accuracy of collecting costs and drive accountability across functional areas. Prepare financial analysis and productivity studies. Provide financial reporting and variance explanations. Identify opportunities for improvement through financial analysis Uphold the company’s core values of Integrity, Innovation, Accountability, and Teamwork Demonstrate behavior consistent with the company’s Code of Ethics and Conduct It is the responsibility of every employee to report to their manager or a member of senior management any quality problems or defects in order for corrective action to be implemented and to avoid recurrence of the problem Duties may be modified or assigned at any time to meet the needs of the business. Qualifications Bachelor’s degree in Accounting or Finance is required. Masters degree is a plus. 7+ years in FP&A role with budgeting, forecasting and variance reporting experience. Management experience demonstrating strong leadership, team building skills and engagement 3+ years’ experience presenting financial information to senior level management Comfortable presenting to C-level executives and can clearly communicate ideas and articulate findings while maintaining a hands-on approach. Understanding of GAAP and basic accounting concepts. Experience with Microsoft D365 and Oracle EPM Cloud Financial Consolidation and Close Must organize/ prioritize work, manage multiple tasks and projects and function effectively as a small team member. OTHER WORK REQUIREMENTS: Successful completion of OSI training required (including training done at Company location) Experience with complex HFM/FCC reporting and consolidation. Ability to prioritize and manage multiple responsibilities Strong attention to detail and accuracy Please review our benefits here: Life at OSI The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location and date of hire. Please note that the salary information shown above is a general guideline only. Salaries are based upon candidate experience and qualifications, as well as market and business considerations. NOTICE TO THIRD PARTY AGENCIES OSI Systems, Inc. and its subsidiaries (collectively “OSI”) does not accept unsolicited resumes from recruiters or employment agencies. If any person or entity, including a recruiter or agency, submits any information, including any resume or information regarding any potential candidate, without a signed agreement in place with OSI, OSI explicitly reserves the right to use such information, and pursue and/or hire such candidates, without any financial obligation to the person, recruiter or agency. Any unsolicited information or resumes, including those submitted directly to hiring managers, are considered and deemed to be the property of OSI. Equal Opportunity Employer - Disability and Veteran EEO is the Law Poster Link: OSI Systems, Inc. has three operating divisions: (a) Security, providing security and inspection systems, turnkey security screening solutions and related services; (b) Healthcare, providing patient monitoring, diagnostic cardiology and anesthesia systems; and (c) Optoelectronics and Manufacturing, providing specialized electronic components and electronic manufacturing services for original equipment manufacturers with applications in the defense, aerospace, medical and industrial markets, among others. #J-18808-Ljbffr

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

• Certified Financial Planning (CFP®) certification is preferred
• Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans