What Jobs are available for Chartered Financial Analyst in Atlanta?

**Overview**
Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the excellence of our academic community.
**Description**
JOB DESCRIPTION:
+ Analyzes historical accounting data and other information to make projections which will aid management in short- and long-range financial planning.
+ Coordinates action necessary to correct account balances and maintain proper accounting controls and procedures. Assists in year-end audits and in ensuring the accuracy of accounting data.
+ Analyzes financial statements and prepares and analyzes financial reports to represent current and projected financial status.
+ Projects future trends and prepares long-range operational forecasts and cash flow analysis.
+ May assist in preparing, developing and monitoring budgets.
+ May perform indirect cost analysis.
+ Performs related responsibilities as required.
MINIMUM QUALIFICATIONS:
+ Bachelor's degree in accounting, business management, finance or a related field and two years of financial analysis or accounting experience, OR an equivalent combination of experience, education, and training.
NOTE: Position tasks are required to be performed in-person at an Emory University location; working remote is not an option. Emory reserves the right to change this status with notice toemployee.
**Additional Details**
Emory is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law. Emory University does not discriminate in admissions, educational programs, or employment, including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Students, faculty, and staff are assured of participation in university programs and in the use of facilities without such discrimination. Emory University complies with Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity, and affirmative action (for protected veterans and individuals with disabilities). Inquiries regarding this policy should be directed to the Emory University Department of Equity and Civil Rights Compliance, 201 Dowman Drive, Administration Building, Atlanta, GA 30322. Telephone: (V) | (TDD).
Emory University is committed to ensuring equal access and providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to seek a reasonable accommodation, please contact the Department of Accessibility Services at or call (Voice) | (TDD). We kindly ask that requests be made at least seven business days in advance to allow adequate time for coordination.
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**Division** _Exec.V.P. for Health Affairs_
**Campus Location** _Decatur, GA, 30033_
**Campus Location** _US-GA-Decatur_
**Department** _Winship Cancer Institute_
**Job Type** _Temporary Full-Time_
**Job Number** _ _
**Job Category** _Accounting and Finance_
**Schedule** _Other_
**Standard Hours** _40 Hours_
**Hourly Minimum** _USD $25.48/Hr._
**Hourly Midpoint** _USD $34.09/Hr._
Emory Healthcare is an Equal Employment Opportunity employer committed to providing equal opportunity in all of its employment practices and decisions. Emory Healthcare prohibits discrimination, harassment, and retaliation in employment based on race, color, religion, national origin, sex, sexual orientation, gender identity or expression, pregnancy, age (40 and over), disability, citizenship, genetic information, service in the uniformed services, veteran status or any other classification protected by applicable federal, state, or local law.

Our client is seeking a highly analytical and results-oriented Senior Financial Analyst to join their finance department on a fully remote basis. This role is crucial for providing strategic financial insights, supporting key business decisions, and driving financial planning and analysis. The ideal candidate will have a strong understanding of corporate finance, financial modeling, and reporting, with the ability to translate complex data into actionable recommendations. You will be responsible for budgeting, forecasting, variance analysis, and performance monitoring, collaborating with various departments to ensure financial objectives are met. This is a remote-first position, requiring excellent self-management, communication, and collaboration skills to succeed in a virtual environment.

Key Responsibilities:

• Develop and maintain complex financial models for forecasting, budgeting, and long-range planning.
• Conduct in-depth variance analysis, identifying key drivers and providing actionable insights to senior management.
• Prepare monthly, quarterly, and annual financial reports, dashboards, and presentations for stakeholders.
• Support the annual budgeting process, working closely with department heads to establish financial targets.
• Analyze financial performance against budget and forecast, highlighting risks and opportunities.
• Perform ad-hoc financial analysis and modeling to support strategic initiatives and business case development.
• Monitor key performance indicators (KPIs) and provide regular updates on financial health.
• Identify opportunities for process improvements and efficiencies within the finance function.
• Ensure compliance with all relevant financial regulations and internal controls.
• Collaborate with accounting teams to ensure accurate and timely financial close processes.
• Communicate financial information clearly and concisely to non-finance stakeholders.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• CFA or CPA designation is a strong plus.
• Minimum of 5 years of progressive experience in financial analysis, FP&A, or a related role.
• Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and macros.
• Experience with financial planning software (e.g., Anaplan, Adaptive Insights) and ERP systems (e.g., SAP, Oracle).
• Strong understanding of accounting principles and financial reporting standards.
• Exceptional analytical, quantitative, and problem-solving skills.
• Excellent written and verbal communication skills, with the ability to articulate complex financial concepts to a diverse audience.
• Proven ability to manage multiple priorities, work independently, and meet tight deadlines in a remote setting.
• High level of integrity and attention to detail.
• Demonstrated success in collaborating effectively with remote teams.

This is an excellent opportunity for a motivated financial professional to make a significant impact while enjoying the flexibility of a fully remote role.

Our client, a prestigious financial institution in Atlanta, Georgia, US , is seeking a highly analytical and experienced Senior Financial Analyst to join their Investment Banking division. This role is critical in supporting deal execution and client advisory services across a range of financial transactions. You will be responsible for conducting in-depth financial analysis, valuation modeling, and preparing comprehensive presentations for clients and internal stakeholders. This includes developing complex financial models for mergers and acquisitions, corporate finance, and capital raising activities. The ideal candidate will possess a strong understanding of accounting principles, financial markets, and various valuation methodologies. Exceptional quantitative, analytical, and problem-solving skills are essential, along with the ability to work under pressure and meet tight deadlines. You will collaborate closely with M&A teams, sector specialists, and senior bankers to provide data-driven insights and strategic recommendations. Key responsibilities include market research, industry analysis, and due diligence support. This is an on-site position requiring dedication and a proactive approach to client service and deal completion. We are looking for a detail-oriented and highly motivated professional with a passion for finance and a proven ability to contribute to high-stakes transactions. Your expertise will be instrumental in supporting the firm's success and advising clients on critical strategic decisions.

Responsibilities:

• Develop and maintain complex financial models for M&A, LBOs, DCF, and other valuation purposes.
• Perform in-depth financial analysis, including ratio analysis, trend analysis, and scenario planning.
• Conduct industry and market research to support transaction origination and execution.
• Prepare high-quality client presentations, pitch books, and memorandums.
• Assist in the due diligence process for transactions, including financial statement analysis and quality of earnings assessments.
• Support senior bankers in client meetings and negotiations.
• Analyze company financial performance and identify key drivers and risks.
• Stay abreast of market trends, economic conditions, and regulatory changes impacting the financial industry.
• Collaborate effectively with deal teams across different product groups and sectors.
• Ensure accuracy and integrity of all financial analysis and reporting.

Qualifications:

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. MBA or CFA designation is a plus.
• Minimum of 5 years of relevant experience in investment banking, corporate finance, transaction advisory services, or a related field.
• Strong proficiency in financial modeling, valuation techniques, and corporate finance concepts.
• Advanced Excel and PowerPoint skills are essential.
• Excellent analytical, quantitative, and problem-solving abilities.
• Ability to work independently and as part of a team in a demanding, fast-paced environment.
• Strong written and verbal communication skills.
• Detail-oriented with a high level of accuracy.
• Experience with financial databases such as Bloomberg, Refinitiv, or FactSet is preferred.

Our client, a leading financial institution renowned for its sophisticated risk management strategies, is seeking a highly analytical and detail-oriented Quantitative Analyst to join their dynamic team. This fully remote position offers a unique opportunity to leverage advanced statistical and mathematical modeling techniques to assess and mitigate financial risks across various asset classes. You will play a critical role in developing and implementing cutting-edge risk models, contributing to the firm's stability and strategic decision-making. This role is ideal for individuals who thrive in a challenging, intellectually stimulating environment and possess a deep understanding of financial markets and quantitative methods.

In this capacity, you will be responsible for designing, developing, testing, and validating complex quantitative models for credit risk, market risk, operational risk, and liquidity risk. Your work will involve extensive data analysis, programming (Python, R, C++), and the application of statistical inference and machine learning techniques. You will collaborate closely with portfolio managers, traders, risk managers, and IT professionals to ensure the effective implementation and interpretation of model outputs. Key responsibilities include identifying new risk factors, enhancing existing models, performing back-testing and stress testing, and preparing comprehensive reports for senior management and regulatory bodies. Strong communication skills are essential to translate complex analytical findings into actionable insights for non-technical stakeholders. A thorough understanding of financial derivatives, portfolio theory, and regulatory frameworks (e.g., Basel Accords) is highly beneficial.

This position is exclusively remote, allowing you to work from anywhere within designated regions, fostering flexibility and work-life balance. Candidates should possess a Master's or Ph.D. in a quantitative field such as Mathematics, Statistics, Physics, Economics, or Financial Engineering. Proven experience in building and implementing quantitative financial models is a must. Exceptional programming skills and proficiency in statistical software are required. If you are a visionary quantitative professional passionate about shaping the future of financial risk management through rigorous analysis and innovation, we invite you to join our esteemed firm from your remote location.

**Discover Your Career at Emory University**
Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the diversity and excellence of our academic community.
**Description**
Reporting to the Associate Vice President of Financial Planning and Analysis, the Integrated Financial Planning Analyst II monitors and reports on the consolidated budget for senior management, members of the Board of Directors, and the University community.
KEY RESPONSIBILITIES:
+ Assists in planning the integrated financial plan and annual financial reports.
+ Interacts with budget officers throughout the University and senior level staff in the Finance Division.
+ Serves as a critical resource for the Controller's office as it relates to budget planning.
+ Conducts financial analysis and modeling of University operating results to support the integrated financial planning and decision-making process.
+ Prepares financial reports and presentations for senior management.
+ Develops and maintains financial data and provides analysis related to monitoring monthly recurring entries to flag irregularities, areas of concern, and key drivers.
+ Collaborates with various department budget managers and other stakeholders to conduct budget meetings reviewing operating results and key performance metrics to explain variances and implement cost savings opportunities.
+ Prepares quarterly forecasts for the University wide campus as well as provides key trend data and analysis to inform the development of the University wide campus budget and financial plan.
+ Handles sensitive financial data with discretion and manages individual tasks independently and reliably.
+ Performs ad-hoc complex financial analyses including the development of new project and operating perform as to support the Integrated Financial Planning & Analysis Department and members of the senior management team.
+ Assists in the development of off-cycle funding tracking and cumulative impacts on subsequent planning cycles.
+ May support the development of an enterprise financial plan which incorporates Emory Healthcare's annual operating plan to ensure the consolidated plan supports debt policy, cash flow from operations, and net asset growth required for fiscal sustainability.
+ Develops and documents processes and procedures, as well as job aids, to support the strategic direction of the integrated financial plan.
+ Provides advice and direction to campus budget officers concerning university-wide budget procedures and processes.
+ Leads special projects and initiatives.
+ Develops ad-hoc reports and performs related responsibilities as required.
MINIMUM QUALIFICATIONS:
+ A bachelor's degree in Finance, Accounting, Business Administration or a related field and three years of financial, data analysis, and subject matter knowledge OR six years of financial, data analysis and subject matter knowledge with a complex organization.
+ A related master's degree or financial professional certification (CPA, CMA, etc.) preferred.
+ Effective communication skills.
+ Preferred characteristics include financial acumen to review and analyze expenditures against budget plans; knowledge to review, compile and analyze reports; and an understanding of financial forecasting and resource planning.
NOTE: This role will be granted the opportunity to work from home regularly but must be able to commute to Emory University on a flexible weekly schedule based upon business needs. Schedule is based on agreed upon guidelines of department. This role requires residency in the state of GA. Emory reserves the right to change remote work status with notice to employee.
**Additional Details**
Emory is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law. Emory University does not discriminate in admissions, educational programs, or employment, including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Students, faculty, and staff are assured of participation in university programs and in the use of facilities without such discrimination. Emory University complies with Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity, and affirmative action (for protected veterans and individuals with disabilities). Inquiries regarding this policy should be directed to the Emory University Department of Equity and Civil Rights Compliance, 201 Dowman Drive, Administration Building, Atlanta, GA 30322. Telephone: (V) | (TDD).
Emory University is committed to ensuring equal access and providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to seek a reasonable accommodation, please contact the Department of Accessibility Services at or call (Voice) | (TDD). We kindly ask that requests be made at least seven business days in advance to allow adequate time for coordination.
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**Job Number** _ _
**Job Type** _Regular Full-Time_
**Division** _Vice President For Finance_
**Department** _Integrated Financial Planning_
**Job Category** _Accounting and Finance_
**Campus Location (For Posting) : Location** _US-GA-Atlanta_
**_Location : Name_** _Emory Campus-Clifton Corridor_
**Remote Work Classification** _Hybrid Remote_
**Health and Safety Information** _Not Applicable_

**Discover Your Career at Emory University**
Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the diversity and excellence of our academic community.
**Description**
KEY RESPONSIBILITIES:
+ Reporting to the Associate Vice President of Financial Planning & Analysis, the Integrated Financial Planning Analyst I supports the University's Integrated Financial Planning (IFP) process as part of the annual budget and planning cycle.
+ Analyzes budgets and tracks variances to projections, ensuring deadlines are defined and communicated with the campus community.
+ Works closely with budget officers throughout the University to conduct business and data analysis to understand and explain financial trends.
+ Prepares and runs existing reports using Excel tools such as pivot tables, v-lookups, and charts.
+ Balances attention to detail with broader institutional context to support strategic financial planning.
+ Handles sensitive financial data with discretion and performs individual tasks independently and reliably.
+ Supports special projects using problem solving skills to facilitate the budget planning process.
+ Collaborates with various department budget managers and other stakeholders to conduct budget meetings reviewing operating results and key performance metrics to explain variances and implement cost savings opportunities.
+ Supports the preparation of quarterly forecasts for the University wide campus as well as provides key trend data and analysis to inform the development of the University wide campus budget and financial plan.
+ May support the development of an enterprise financial plan which incorporates Emory Healthcare's annual operating plan to ensure the consolidated plan supports debt policy, cash flow from operations, and net asset growth required for fiscal sustainability.
+ Documents processes and procedures, as well as job aids to support the strategic direction of the integrated financial plan.
+ Develops ad-hoc reports and performs related responsibilities as required
MINIMUM QUALIFICATIONS:
+ A bachelor's degree in Finance, Accounting, Business Administration or a related field and two years of financial, data analysis, and subject matter knowledge OR five years of financial, data analysis and subject matter knowledge with a complex organization.
+ A related financial professional certification (CPA, CMA, etc.) preferred.
+ Effective communication skills.
+ Preferred characteristics include financial acumen to review and analyze expenditures against budget plans; knowledge to compile and analyze reports; and an understanding of financial forecasting and resource planning.
NOTE: This role will be granted the opportunity to work from home regularly but must be able to commute to Emory University on a flexible weekly schedule based upon business needs. Schedule is based on agreed upon guidelines of department. This role requires residency in the state of GA. Emory reserves the right to change remote work status with notice to employee.
**Additional Details**
Emory is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law. Emory University does not discriminate in admissions, educational programs, or employment, including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Students, faculty, and staff are assured of participation in university programs and in the use of facilities without such discrimination. Emory University complies with Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity, and affirmative action (for protected veterans and individuals with disabilities). Inquiries regarding this policy should be directed to the Emory University Department of Equity and Civil Rights Compliance, 201 Dowman Drive, Administration Building, Atlanta, GA 30322. Telephone: (V) | (TDD).
Emory University is committed to ensuring equal access and providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to seek a reasonable accommodation, please contact the Department of Accessibility Services at or call (Voice) | (TDD). We kindly ask that requests be made at least seven business days in advance to allow adequate time for coordination.
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Connect with us for general consideration!
**Job Number** _ _
**Job Type** _Regular Full-Time_
**Division** _Vice President For Finance_
**Department** _Integrated Financial Planning_
**Job Category** _Accounting and Finance_
**Campus Location (For Posting) : Location** _US-GA-Atlanta_
**_Location : Name_** _Emory Campus-Clifton Corridor_
**Remote Work Classification** _Hybrid Remote_
**Health and Safety Information** _Not Applicable_

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ( ?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
This role is responsible for defining the strategy for financial planning in alignment with Truist's goals. This includes identification of the financial planning needs for Wealth and Premier and aligning resources to effectively execute those objectives. Responsible for ensuring technology choices align with this strategy and will collaborate with digital teams to ensure that delivery of solutions that enable successful outcomes. Will also lead a team of Financial Planning Consultants in the coordination, development, delivery and implementation of financial planning training and support to advisors.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Develop the strategy for financial planning including is the meaningful definition of a "plan" based on client segment or complexity, delivery channel or other variables.
2. Selection of technology and platform to execute on the strategy - determine if current applications are meeting our needs, delivering as promised and integrated for optimal performance. Establish roadmap to remediate any deficiencies or gaps. Execute in collaboration with client-facing, Digital and Platform teams
3. Enable advisor-led planning to include: development and delivery of training curriculum, serving as an inbound resource to support client-facing teammates (FAs, FCs, WAs, PBs) regarding planning questions and how-to on functionality
4. Lead a team of Financial Planning Strategic Consultants
5. Establish personal and team goals and ensure they are achieved
6. Hire, manage, coach and retain top talent
7. Establish annual objectives. Coach the team toward the achievement of those objectives. Fairly and justly rate performance using the performance review process and feedback; rewarding results through praise, recognition, compensation and promotions.
8. Close collaboration with Financial Advisor, Wealth Advisor and Premier Banking to ensure alignment on planning strategy and support for advisor-led planning
9. Collaborate with Wealth Strategist team to ensure Wealth Strategist and Financial Planning teams are aligned to each other and with overall Wealth strategy. Ensure alignment of the continuum of client experience and teammate enablement across client segments and technology toolset
10. Collaboration with Digital and Platform teams to ensure delivery of target client and teammate experiences; Digital and Platform teams are on point for execution
11. Content creation - partner with Wealth Strategist and National Sales Content teams to ensure effective development and delivery of planning thought leadership. Maximize synergies with IAG content team, sharing of best practices and process improvement with Compliance, Nat'l Sales Content and Marketing groups
12. Business reporting and analytics to track progress toward planning goals and business impact.
13. Execute with appropriate controls, compliance and risk mitigation
Qualifications:
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Knowledgeable in financial planning, related planning platforms, and industry trends.
2. Adept at developing and leading conceptual strategies, delivering implementation solutions, while still providing "hands on" implementation support.
3. Ability to influence across constituents with differing priorities, adept at managing ambiguity and conflicting priorities
4. Able to lead and inspire a team to successful outcomes; may be called on to be a player/coach
5. College degree
6. Expert communication, facilitation and presentation skills.
7. 8-15 years of leadership experience in financial planning, practice management, coaching, product or similar wealth management experience
8. Exceptional leadership and interpersonal skills, including excellent professional presence, effective at building relationships with colleagues across multiple business lines, coaching and development, and team members to ensure success of business initiatives.
9. Ability to function as member of a team and comfortably interact with Fortune 100 managers and executives
10. Ability to adapt to multiple and changing priorities, multi-tasking
Preferred Qualifications:
1. Specialist level knowledge of financial planning, practice management, consultative selling, and performance coaching techniques and their application in retirement, investment and personal financial planning.
2. Uses a consultative approach to customer's business needs, is able to develop and present appropriate recommendations and consistently provides solutions for performance issues and goals.
3. Strong applicable business knowledge and experience, both strategic and tactical
4. Assist management in the evaluation of program effectiveness.
5. Ability to work independently and proactively with quantitative and qualitative problem solving skills
6. Specialist level knowledge of change management, adult learning theories and facilitation techniques.
7. Client service techniques and sales concepts sufficient to inspire more sales of appropriate products.
8. Proficiency with MS Word, Excel, and PowerPoint.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( ( Right to Work (

Description
FP& A ANALYST/MANAGER - Well-Established and Stable Manufacturer in Atlanta
Our client is seeking a skilled FP& A Analyst/Manager to serve as a strategic business partner and problem solver, supporting budgeting, forecasting, financial modeling, and strategic analysis to enable data-driven decision-making across the organization.
Key Responsibilities:
+ Consolidate and analyze financial data, including budgets and income statement forecasts.
+ Develop financial models and conduct benchmarking and process analytics.
+ Track financial performance by comparing actual results against forecasts.
+ Analyze and optimize financial processes to improve efficiency and accuracy.
+ Prepare monthly reports featuring key metrics, financial results, and variance analysis.
+ Lead the annual and quarterly budgeting and forecasting processes.
+ Collaborate with operations to review variances, understand cost drivers, and identify cost-saving opportunities.
+ Drive continuous improvement in operational metrics and financial drivers to ensure accurate profitability analysis and informed tactical decisions.
+ Provide insightful analysis and actionable recommendations to leadership for strategic operational planning.
+ Implement best practices and innovative solutions to enhance financial operations.
+ Build strong partnerships with managers across departments to identify needs and deliver comprehensive business solutions.
+ Identify risks and opportunities and proactively recommend corrective actions.
+ Evaluate financial and operational KPIs to monitor business performance.
Requirements
+ Bachelor's degree in Finance, Accounting, or a related field.
+ CPA or CMA certification.
+ Experience in public accounting, preferably Big 4.
+ Minimum 5 years of experience in financial planning, modeling, and analysis.
+ Knowledge of manufacturing operations is preferred.
+ Strong proficiency in Excel and financial modeling techniques.
+ Experience integrating data-driven forecasting into FP& A processes.
+ Experience collaborating with marketing teams and familiarity with marketing metrics are a plus.
+ Exposure to practices and requirements of major retailers is advantageous.
+ Hands-on experience with full-cycle U.S. GAAP accounting, including monthly financial statement preparation.
If you are interested in this opportunity and possess the necessary qualifications, please submit your formal and confidential resume to Kristen Stough for immediate consideration.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

**_What Financial Planning & Analysis contributes to Cardinal Health_**
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**Responsibilities**
+ Lead the FP&A function for the Packaging Solutions business unit, serving as a strategic advisor to senior leadership on financial performance, planning, and decision-making.
+ Oversee the design, development, and continuous improvement of standardized reporting and consolidation tools for actuals, budgets, and forecasts.
+ Drive the annual budgeting and forecasting processes, ensuring alignment with corporate objectives and business unit strategies.
+ Deliver high-quality, timely financial reporting and performance analysis to enable data-driven decisions that support business growth and profitability.
+ Partner cross-functionally with business leaders, finance teams, and operational stakeholders to support strategic initiatives and optimize financial outcomes.
+ Lead month-end close activities, ensuring accuracy and integrity of financial results.
+ Lead and manage the end-to-end Order-to-Cash (OTC) process, ensuring efficient invoicing, collections, and cash application while driving process improvements, compliance, and cross-functional collaboration.
+ Support ad hoc financial analysis, scenario modeling, and executive presentations as needed.
**_Qualifications_**
+ 4-8 years of experience, preferred
+ Bachelor's degree in related field, or equivalent work experience, preferred
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $80,900-$115,500
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 11/28/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (