529 Budget Director jobs in the United States

Job Description: Is it time to make new investments into your career?

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.

As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.

• You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.

• You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.

• As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.

You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.

You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward.

You are celebrated . Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network.

You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.

You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.

• Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads

• Knowledge or experience in sales or the consultative relationship process

• Demonstrate accountability and a goal-oriented mindset

• Natural and demonstrated success in asking deeper questions to fully understand the client's situation

• Ability and flexibility to work in a "hybrid" work setting, both at home and in office

• Comfortable with technology and ability to navigate multiple systems simultaneously

• Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire

• Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce

• Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions

• Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations

• Set up targeted appointments while identifying opportunities to address participant needs related to products and services

Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.

Sound too good to be true? See for yourself and learn more about our benefits offerings:

• Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)

• Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)

Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Job Description: Is it time to make new investments into your career?

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.

As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.

• You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.

• You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.

• As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.

You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.

You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward.

You are celebrated . Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network.

You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.

You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.

• Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads

• Knowledge or experience in sales or the consultative relationship process

• Demonstrate accountability and a goal-oriented mindset

• Natural and demonstrated success in asking deeper questions to fully understand the client's situation

• Ability and flexibility to work in a "hybrid" work setting, both at home and in office

• Comfortable with technology and ability to navigate multiple systems simultaneously

• Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire

• Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce

• Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions

• Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations

• Set up targeted appointments while identifying opportunities to address participant needs related to products and services

Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.

Sound too good to be true? See for yourself and learn more about our benefits offerings:

• Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)

• Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)

Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Job Description: Is it time to make new investments into your career?

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.

As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.

• You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.

• You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.

• As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.

You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.

You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward.

You are celebrated . Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network.

You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.

You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.

• Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads

• Knowledge or experience in sales or the consultative relationship process

• Demonstrate accountability and a goal-oriented mindset

• Natural and demonstrated success in asking deeper questions to fully understand the client's situation

• Ability and flexibility to work in a "hybrid" work setting, both at home and in office

• Comfortable with technology and ability to navigate multiple systems simultaneously

• Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire

• Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce

• Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions

• Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations

• Set up targeted appointments while identifying opportunities to address participant needs related to products and services

Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.

Sound too good to be true? See for yourself and learn more about our benefits offerings:

• Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)

• Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)

Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Asphalt Specialists LLC and its affiliates (ASI) is a recognized national leader in the asphalt industry, known for our commitment to quality, innovation, and operational excellence. Our expertise in asphalt services, from paving to maintenance and rehabilitation, has positioned us as a trusted partner in delivering high-performance infrastructure solutions. ASI is dedicated to maximizing value for our clients while ensuring long-term durability and superior service.

We are seeking a detail-oriented and highly analytical FP&A Analyst with experience in the construction industry. This role will serve as a bridge between Accounting and Operations, providing accurate financial reporting, forecasting support, and operational metrics that drive informed decision-making.

The FP&A Analyst will support the CFO, Director of Operations, and COO by preparing financial analyses, developing performance metrics (KPIs), and improving visibility into job-level and company-wide results. A key part of this role will be helping the COO and Director of Operations become more financially savvy by explaining accounting and finance concepts in clear, practical terms, enabling stronger decision-making.

Key Responsibilities:

Financial Planning & Forecasting

• Assist in the preparation and maintenance of financial forecasts and models.
• Prepare monthly variance analysis (budget vs. actual, forecast vs. actual) and explain key drivers.
• Support budgeting processes and job-level forecasting for labor, trucking, and equipment utilization.

Operational Analytics & KPIs

• Develop and update dashboards and reporting tools to track operational and financial performance.
• Provide Operations leadership with clear, actionable data on job performance, costs, and efficiency metrics.
• Generate job-level insights that improve accountability and operational decision-making.

Cross-Functional Support & Financial Education

• Partner with Accounting and Operations to ensure consistent, accurate data across reporting systems.
• Explain financial and accounting concepts to the COO and Director of Operations, making data more accessible and actionable.
• Provide ad hoc analysis and reporting to support Operations and Finance leadership.
• Assist with standardizing reports across systems that currently do not interface.

Process & Data Improvement

• Help streamline manual reporting processes and improve efficiency in data collection.
• Support efforts to ensure integrity and alignment of data across Accounting, Jobs, and Operations.
• Recommend ways to automate reporting and improve timeliness of insights.

Other Duties

• Assist with any other financial, operational, or accounting projects as the need arises.

Qualifications & Requirements:

• Bachelor’s degree in finance, Accounting, or related field.
• Minimum of 5+ years of experience in FP&A, financial analysis, or related roles; construction industry experience strongly preferred.
• Solid knowledge of forecasting, budgeting, job costing, and financial reporting.
• Strong Microsoft Excel skills: experience with construction or accounting software is a plus.
• Strong analytical and problem-solving skills with the ability to work with large, complex data sets.
• Excellent communication skills with the ability to simplify and explain financial concepts to non-financial leaders.
• Highly organized, detail-oriented, and proactive with the ability to manage multiple priorities.

The FP&A Analyst will also possess the following attributes:

• Meets all the Company’s core values.
• Strong attention to detail and analytical rigor.
• Ability to work independently and as part of a collaborative team.
• Strong written and verbal communication skills.
• Commitment to deadlines, accuracy, and confidentiality.
• Critical thinking skills and ability to turn data into action.

Physical Demands and Work Environment:

The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to sit for prolonged periods of time.
• Ability to work at a computer for prolonged periods of time.
• Ability to work under pressure and meet deadlines.
• Ability to travel to job sites, meetings, and/or conferences as needed.
• Ability to communicate via telephone, email, video, or in-person. Ability to present to small groups.

Disclaimer:

All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills, and/or ability deemed necessary to perform the job proficiently. You may be required to perform other or different job-related duties as requested by your supervisor, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with the Company is "at-will." The Company is an Equal Opportunity Employer.

Why Join ASI?

At ASI, we take pride in being an industry leader in asphalt services, offering cutting-edge solutions, a strong culture of safety, and a commitment to operational excellence. As an FP&A Analyst, you will have the opportunity to strengthen financial and operational collaboration, improve forecasting, and provide the data that supports smarter business decisions. You will also play a key role in educating Operations leaders on financial concepts, helping them make more informed, data-driven decisions. If you are motivated to grow in a fast-paced and dynamic construction environment, we invite you to apply.

The Central Financial Planning & Analysis (FP&A) group is a critical role in company success, providing senior leaders with visibility of company entities financial trajectory, advising on trade-offs, risks and opportunities and aligning financial strategies with operational goals. This role is led by the Central FP&A Manager and will work closely with FP&A and Accounting peers to deliver planning and project deliverables.

The ideal candidate is an experienced, high performing analyst that can hit the ground running in a high pressure/high performance environment, and quickly learn data structures and our business to make an impact on the planning deliverables.

Responsibilities:

• Strong technical accounting skills, applies in depth knowledge of the drivers of Profit & Loss and Balance Sheet to prepare forecasts and plans
• Proficiency with researching data in SAP (not transactional processing) and building dashboards and analyzing data in Tableau or other analytical tools
• Strong business acumen with an understanding of the marketing, accounting, decision support models, operations, leadership, and financial levers that drive sales, margin and profit and balance sheet impacts
• Deep experience with data mining, data analytics, predictive modeling, and advanced modeling techniques
• Ability to simplify and concisely communicate complex financial concepts and forecast outputs
• Business acumen to run FP&A processes for a multi-entity portfolio of companies (including commercial and operational units)
• Create high quality outputs for senior stakeholders with short turnaround time
• Ability to work independently, productively, and follow through on all responsibilities to bring projects to a successful conclusion
• Collaborating with cross-functional partners; being able to guide leaders and provide feedback / direction on investment and commercial decisions
• Ability to apply knowledge of multidisciplinary business principles and practices to achieve successful outcomes in cross-functional projects and activities
• Ability to translate business needs and goals into an analytic approach and response.
• Ability to communicate complex finance concepts effectively to non-finance leaders.

Qualifications:

• 10+ years of experience in financial planning, reporting and analysis, preferably in centralized/corporate capacity
• Technical accounting experience, e.g. auditor, accounting roles desired.
• Minimum education level: BS in Finance, Accounting, Business, or equivalent
• Desired Skills:
• MBA
• CPA, CFA or equivalent
• Strong MedTech / Industrial Goods industry knowledge preferred with understanding of various specialties we serve

Pay Rate: $55-$70/hour