7 Finance Manager jobs in Manchester
Finance Manager I Strategic Missiles (Hybrid)
Posted 3 days ago
Job Viewed
Job Description
BAE Systems, Electronic Systems (ES) Sector is seeking a Finance Manager to lead the sustainment portion of the Strategic Missiles portfolio of programs within the Precision Guidance and Sensing Solutions (PGSS) Product Line. The Finance organization is a trusted business partner delivering information and innovative solutions for decision-making in order to deliver quality products and capabilities to our customers and, ultimately, the warfighter. We are committed to employee growth and development allowing employees to build a long-term career at BAE Systems. In addition to challenging day-to-day assignments, employees are encouraged to pursue special projects, participate in formal and informal mentoring programs and networking events, and rotate into different roles with increasing levels of responsibility. BAE Systems also provides employees with opportunities to engage with and positively impact the internal and external community in which we work.
**ROLES AND RESPONSIBILITIES:**
+ Oversee program control activities for a rapidly growing portfolio of production and post-production programs with associated reporting requirements.
+ Serve as an inclusive and engaged manager, providing oversight and mentorship to promote the growth, development and well-being of all direct reports.
+ Maintain a level of flexibility to shift between tactical program execution and strategic portfolio planning.
+ Act as a full business partner to the Strategic Missiles sustainment program teams
+ Contribute to the development, review and presentation of all Strategic Missiles financial forecasts, including the Operating Plan, Quarterly Business Reviews (QBRs) and the long-term Integrated Business Plan (IBP)
+ Influence favorable program execution via robust baseline management, application of EVMS principles, developing realistic Estimate at Completions (EACs), and actively managing risks and opportunities
+ Interface with internal and external customers to support all reporting requirements, data requests and audits
+ Ensure compliance to internal controls while seeking out opportunities for continuous improvement
Because this role involves a combination of collaborative/in-person and independent work, it will take the form of a **hybrid work format** , with time split between working onsite and remotely. **To be considered for this opportunity** , applicants must either currently reside within a reasonable commute of Nashua, NH, or must be willing to relocate at their own expense.
**Required Education, Experience, & Skills**
+ Bachelor s degree and 6 years of work experience or equivalent experience.
+ Capability to develop and maintain professional and effective relationships with internal and external stakeholders.
+ Ability to multitask and balance competing priorities without sacrificing accuracy.
+ Analytical mindset and keen critical thinking/problem solving skills.
+ Ability to work with and motivate a team to accomplish tasks and meet deadlines.
+ Wherewithal to make decisions with sound judgment while complying with policies and procedures.
**Preferred Education, Experience, & Skills**
+ Program Control experience in the defense industry.
+ Exp. with Earned Value Management System
**Pay Information**
Full-Time Salary Range: $ - $
Please note: This range is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to: business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience.
Employee Benefits: At BAE Systems, we support our employees in all aspects of their life, including their health and financial well-being. Regular employees scheduled to work 20 hours per week are offered: health, dental, and vision insurance; health savings accounts; a 401(k) savings plan; disability coverage; and life and accident insurance. We also have an employee assistance program, a legal plan, and other perks including discounts on things like home, auto, and pet insurance. Our leave programs include paid time off, paid holidays, as well as other types of leave, including paid parental, military, bereavement, and any applicable federal and state sick leave. Employees may participate in the company recognition program to receive monetary or non-monetary recognition awards. Other incentives may be available based on position level and/or job specifics.
**Finance Manager I Strategic Missiles (Hybrid)**
** BR**
EEO Career Site Equal Opportunity Employer. Minorities . females . veterans . individuals with disabilities . sexual orientation . gender identity . gender expression
Manager - Finance
Posted today
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It's more than a career, it's a calling. MO-SSM Health Mission Hill Worker Type: Regular Job Highlights: Qualifications: Ideal candidate has healthcare finance and leadership experience. At SSM Health, we believe in providing our employees with a fulfilling career. We strive to create an environment where individuals can grow both personally and professionally. Our company values diversity, innovation, and collaboration, and we are committed to making a positive impact on the communities we serve. Joining SSM Health means becoming part of a team that is dedicated to providing exceptional patient care and making a difference in people's lives. Our employees are passionate about what they do, and their commitment to our mission is what sets us apart. Job Summary: Manages financial analysis and reporting. Job Responsibilities and Requirements: PRIMARY RESPONSIBILITIES Performs major role in financial analytics and/or financial statement preparation. Reviews technical areas. Reviews, analyzes and ensures the accuracy of the financial and statistical reports for presentation to management. Responsible for management functions including activities related to staffing such as recruitment, hiring, performance evaluation, and compensation determination. Conducts special financial studies and projections and develops recommendations for financial decision making. Designs, develops and modifies financial models through use of appropriate databases; manages special projects as assigned, including research, forecasting and exploring viable alternatives. Presents proactive ideas about creating operational efficiencies. Performs other duties as assigned. EDUCATION Bachelor's degree or equivalent years of experience and education EXPERIENCE Five years’ experience and demonstrated progressive leadership responsibility. PHYSICAL REQUIREMENTS Frequent lifting/carrying and pushing/pulling objects weighing 0-25 lbs. Frequent sitting, standing, walking, reaching and repetitive foot/leg and hand/arm movements. Frequent use of vision and depth perception for distances near (20 inches or less) and far (20 feet or more) and to identify and distinguish colors. Frequent use of hearing and speech to share information through oral communication. Ability to hear alarms, malfunctioning machinery, etc. Frequent keyboard use/data entry. Occasional bending, stooping, kneeling, squatting, twisting and gripping. Occasional lifting/carrying and pushing/pulling objects weighing 25-50 lbs. Rare climbing. REQUIRED PROFESSIONAL LICENSE AND/OR CERTIFICATIONS None Department: Work Shift: Day Shift (United States of America) Scheduled Weekly Hours: 40 Benefits: SSM Health values our exceptional employees by offering a comprehensive benefits package to fit their needs. Paid Parental Leave : we offer eligible team members one week of paid parental leave for newborns or newly adopted children (pro-rated based on FTE). Flexible Payment Options: our voluntary benefit offered through DailyPay offers eligible hourly team members instant access to their earned, unpaid base pay (fees may apply) before payday. Upfront Tuition Coverage : we provide upfront tuition coverage through FlexPath Funded for eligible team members. Explore All Benefits SSM Health is an equal opportunity employer. SSM Health does not discriminate on the basis of race, color, religion, national origin, age, disability, sex, sexual orientation, gender identity, pregnancy, veteran status , or any other characteristic protected by applicable law. Click here to learn more.
Mgr. Financial Planning & Analysis
Posted 3 days ago
Job Viewed
Job Description
At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That's what we do.
We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you'll get flexibility that's real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters-and so do you.
Manager, EPIC Finance
The Manager, EPIC Finance is a critical role within the EPIC finance team and UKG's broader FP&A organization. This is an exciting and challenging role for a highly motivated, experienced leader with a proven ability to thrive in a fast-paced environment to support UKG's growing Finance organization.
Reporting to the Director of EPIC Finance, this position provides end-to-end financial support for the R&D and Cloud organizations. The role interacts closely with various individuals from executive management to administrative support. The successful candidate possesses a broad understanding of finance and accounting concepts along with strong analytical and interpersonal skills, preferably with software industry experience. This is a highly visible role that requires the management of scalable processes that drive financial discipline and efficiency to help achieve UKG's long term goals.
How you will support the R&D and Cloud organizations
- Lead and develop a team of financial analysts and provide meaningful guidance and training to be able to understand impacts of results and communicate the "why" to stakeholders within finance as well as the business we support
- Work directly with senior business leaders to help identify key metrics to better measure the success of business operations and results while understanding future business needs/changes to accurately predict future performance/results
- Lead the monthly close process and review of detailed account analysis related to contractors/consulting spend, subscription/maintenance contracts, headcount, and public/private cloud spend
- Manage, review, and present monthly results and revised forecast projections in a concise manner with business leaders and cross-functional stakeholders to operationalize desired outcomes that positively impact UKG's operational and financial results
- Play a lead role in our annual planning process ensuring the financial plan aligns with our operational goals while partnering with the business to ensure financial transparency and drive the best outcome for UKG
- Proactively create reporting to address themes discussed with the business during leadership meetings and lead data-driven collaborative conversations with functional business management to drive growth, change, and innovation
- Continually identify and execute on internal process improvements and best practices not only within the finance organization but also with operational business partners
- Establish yourself as a strategic advisor who can help solve business problems through the finance lens to align business activities with our financial results
- Take lead in aligning reporting, forecasting and team structure to support the future Product GM model
Qualifications
- 7+ years of progressive experience in finance roles within a large SaaS organization
- B.A. in Finance, Accounting, or a related field
- Experience working as a business partner and operationalizing finance directives with the business to positively impact results and operations
- Experience developing and managing a high-performing team while creating opportunities for collaboration and creating an environment that positively impacts our employee's careers
- Ability to lead, influence and drive priorities and collaborate across all levels of the Company to solve business problems
- Strong organizational and analytical skills to understand business requirements and track plan changes
- Effective communication skills; listening, written and verbal; ability to interact and effectively communicate with staff at all levels of the Company
- Capability to drive financial modeling analysis with key attention to detail
- Willingness to perform hands-on analysis as needed
- Advanced excel skills including strong data manipulation skills, Power BI a plus
- Strong system skills; specifically experience with ERP systems and data warehousing tools, Microsoft D365 and IBM PA a plus
Company Overview:
UKG is the Workforce Operating Platform that puts workforce understanding to work. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched. It's this expertise that equips our customers with the intelligence to solve any challenge in any industry - because great organizations know their workforce is their competitive edge. Learn more at ukg.com.
Equal Opportunity Employer
UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories.
View The EEO Know Your Rights poster ( participates in E-Verify. View the E-Verify posters here ( .
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Disability Accommodation in the Application and Interview Process
For individuals with disabilities that need additional assistance at any point in the application and interview process, please email .
The pay range for this position is $99,800.00 to $143,450.00, however, base pay offered may vary depending on skills, experience, job-related knowledge and location. This position is also eligible for a short-term incentive and a long-term incentive as part of total compensation. Information about UKG's comprehensive benefits can be reviewed on our careers site at ON HIRING SCAMS
UKG will never ask you for a copy of your driver's license, social security card, or passport during a job interview. For new hires, we do not ask for payment for equipment purchase, cost for training, or to receive onboarding documents. UKG does not make job offers outside of our formal hiring process. To help protect yourself against potential hiring scams, learn more about our formal hiring process, outlined here ( .
ABOUT OUR JOB DESCRIPTIONS
All job descriptions are written to accurately reflect the open job and include general work responsibilities. They do not present a comprehensive, detailed inventory of all duties, responsibilities, and qualifications required for the job. Management reserves the right to revise the job or require that other or different tasks be performed if or when circumstances change.
It is the policy of Ultimate Software to promote and assure equal employment opportunity for all current and prospective Peeps without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status entitled to protection under federal, state, or local anti-discrimination laws. This policy governs all matters related to recruitment, advertising, and initial selection of employment. It shall also apply to all other aspects of employment, including, but not limited to, compensation, promotion, demotion, transfer, lay-offs, terminations, leave of absence, and training opportunities.
Dir. Financial Planning & Analysis
Posted 3 days ago
Job Viewed
Job Description
At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That's what we do.
We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you'll get flexibility that's real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters-and so do you.
Job Description
UKG is seeking a strategic and results-driven Director - Corporate FP&A. In this high-impact role, you will partner with cross-functional leaders and the executive team to drive long-term financial planning, provide actionable insights, and support key strategic decisions that fuel our growth. The focus will be on driving the enterprise level financial planning and analysis function with an emphasis on performance improvement; providing quality management information; and furthering the development of scalable reporting and processes, analytical tools, and key performance metrics. You'll oversee the development of comprehensive financial models, manage the annual budgeting and forecasting processes, and mentor a high-performing team-all to ensure our financial strategy aligns with our business objectives. Additionally, you'll work closely with senior leaders across departments to deliver insights that shape the future of UKG. The successful candidate possesses a broad understanding of finance and accounting concepts along with strong analytical and interpersonal skills, preferably with software industry experience.
Join UKG Finance and become a vital force in our mission to lead the HCM software industry. We're not just number crunchers . we're story tellers! We are trusted business partners driving accountability, delivering impactful analysis, focused on the "Why's" versus the "What's" and ultimately crafting the financial narrative that propels UKG forward. In our team, analytical prowess meets a growth enterprise mindset. We synthesize data, understand business functions, build complex financial models, reimagine business processes and actively shape key decisions. As stewards of financial data, we protect UKG with a business-wide mindset, while our innovation-driven approach anticipates challenges and drives transformative insights. Choosing UKG Finance means embracing a dynamic environment where your skills contribute to a journey beyond conventional finance roles. Let's explore how your unique talents can elevate our mission together.
Job Responsibilities
- Provide strategic leadership to the FP&A function by ensuring that financial planning, forecasting, and modeling activities align with the company's long-term objectives.
- Partner with Corporate functions including building critical cross-functional relationships providing decision support, strategic financial analysis and guidance, and supporting them within processes such as headcount and expense planning.
- Oversee the development and execution of company-wide financial plans, managing annual budgets, quarterly forecasts, and long-term financial models that support our growth initiatives.
- Build sophisticated financial models to evaluate the impact of new initiatives, operational improvements, and strategic opportunities, including mergers and acquisitions.
- Prepare and deliver concise, impactful reports and presentations that communicate critical insights and strategic recommendations to the CFO, executive team, and Board of Directors.
- Develop & improve internal financial reporting and commentary that provides senior leaders with timely insights into trends, operational results, and growth drivers.
- Conduct comprehensive variance analyses to identify trends, risks, and opportunities, and offer strategic recommendations to optimize financial performance.
- Ensure accurate and timely internal reporting packages and presentations that illustrate a well-thought-out story that is backed by strong data points and metrics and provides the business value added insight to enable business decisions.
- Develop and refine key performance indicators (KPIs), metrics, and dashboards that enhance business intelligence and inform executive decisions.
- Lead, mentor, and develop a high-performing team of financial professionals, fostering a culture of continuous improvement and professional growth.
Skills / Qualifications
- 10+ years' experience in an Finance role with 5+ in FP&A, Managerial Experience is Required
- Strategic-thinker with significant experience successfully developing and driving forward enterprise-level business initiatives.
- Ability to lead, influence and drive priorities at the business executive level as well as build relationships and collaborate across all levels of the Company.
- Excellent financial modeling and analytical skills, including experience in reporting tools such as Anaplan, IBM Planning Analytics and Power BI.
- Strong results orientation and accountability with the ability to solve problems and execute in a dynamic, fast-paced environment.
- Strong and effective written and verbal communication skills.
- Flexibility and openness to change; comfort making decisions amidst ambiguity
- Detail-oriented with excellent analytical skills and interest in continuous process improvement
Education/Certification/License
- Business Degree in Finance, Accounting, Engineering or related field (Masters preferred)
Company Overview:
UKG is the Workforce Operating Platform that puts workforce understanding to work. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched. It's this expertise that equips our customers with the intelligence to solve any challenge in any industry - because great organizations know their workforce is their competitive edge. Learn more at ukg.com.
Equal Opportunity Employer
UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories.
View The EEO Know Your Rights poster (
UKG participates in E-Verify. View the E-Verify posters here ( .
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Disability Accommodation in the Application and Interview Process
For individuals with disabilities that need additional assistance at any point in the application and interview process, please email .
The pay range for this position is $142,100 to $204,200, however, base pay offered may vary depending on skills, experience, job-related knowledge and location. This position is also eligible for a short-term incentive and a long-term incentive as part of total compensation. Information about UKG's comprehensive benefits can be reviewed on our careers site at
NOTICE ON HIRING SCAMS
UKG will never ask you for a copy of your driver's license, social security card, or passport during a job interview. For new hires, we do not ask for payment for equipment purchase, cost for training, or to receive onboarding documents. UKG does not make job offers outside of our formal hiring process. To help protect yourself against potential hiring scams, learn more about our formal hiring process, outlined here ( .
ABOUT OUR JOB DESCRIPTIONS
All job descriptions are written to accurately reflect the open job and include general work responsibilities. They do not present a comprehensive, detailed inventory of all duties, responsibilities, and qualifications required for the job. Management reserves the right to revise the job or require that other or different tasks be performed if or when circumstances change.
It is the policy of Ultimate Software to promote and assure equal employment opportunity for all current and prospective Peeps without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status entitled to protection under federal, state, or local anti-discrimination laws. This policy governs all matters related to recruitment, advertising, and initial selection of employment. It shall also apply to all other aspects of employment, including, but not limited to, compensation, promotion, demotion, transfer, lay-offs, terminations, leave of absence, and training opportunities.
Financial Planning & Analysis Director
Posted 24 days ago
Job Viewed
Job Description
Be part of something great
Maximus is a global organisation that specialises in providing health and employment services to millions of people every year. Here in the UK we employ around 5,000 people across the country to deliver services that have a profound impact on people's lives. From assessments and health services to employability programmes and specialist support, we do work that matters with people who care.
Role Summary
To establish and lead all financial planning, budgeting, forecasting and financial performance analytics activities across the UK business, ensuring alignment between strategic goals, operational delivery and financial outcomes. The role owns the design and implementation of robust FP&A processes, templates and tooling and acts as the financial pillar for enterprise level performance planning and transformation finance.
Essential Duties & Responsibilities
1. Lead the UK wide budgeting, forecasting and financial planning cycles, ensuring clarity of timelines, ownership, interdependencies and assumptions in alignment with the corporation in the US.
2. Develop and own the UK FP&A reporting toolkit including templates, scenario modelling and standardised formats to drive consistency and transparency.
3. Partner with Operational finance teams to translate business performance into actionable insights, ensuring that forecasts, variance analysis and KPIs reflect operational reality.
4. Oversee the Central Services Business partnering activities, ensuring functional overheads (HR, Technology, Legal, Finance etc) are planned and managed effectively with clear accountability and challenge.
5. Lead the Service Operations Finance capability, owning business case financials, cost-to-serve modelling and transformation cost tracking to inform investment and ROI decisions.
6. Drive continuous improvement in finance processes, data flows and tooling, acting as the business lead for any future FP&A technology implementations.
7. Design and implement fit-for-purpose financial structures (e.g. cost centres, attributes, hierarchies) to support the capability based operating model, enabling tracking, planning and decision making through transformation.
Preferred Skills & Qualifications
Essential
• Qualified accountant (CIMA/ACA/ACCA) or equivalent with extensive post-qualification experience in FP&A or commercial finance leadership.
• Proven track record of leading enterprise level financial planning and forecasting processes in complex, matrixed organisations.
• Strong understanding of finance transformation, cost modelling and enabling technology.
Desirable
• Experience in public sector or outsourced services organisations.
• Prior involvement in FP&A system implementation or finance target operating model design.
Individual Competencies
• Strategic Thinking and planning
• Financial Acumen
• Leadership and team development
• Change Management
• Technology and Data Orientation
• Collaboration & Influencing
• Problem Solving and Decision Making
• Business Partnering Mindset
Maximus Competencies
• Embraces Respect.
• Partners Effectively.
• Creates Innovative Solutions.
• Focuses on the Customer.
• Demonstrates Compassion.
• Takes Responsibility & Acts with Integrity.
Travel Requirements
•UK wide as required.
EEO Statement
Maximus is committed to developing, maintaining and supporting a culture of diversity, equity and inclusion throughout the recruitment process. We know that feeling included has a dramatic impact on personal well-being and are working to ensure that no job applicant receives less favourable treatment due to any personal characteristic. Advertisements for posts will include sufficiently clear and accurate information to enable potential applicants to assess their own suitability for the post.
We are a Disability Confident Leader, thanks to our commitment to the recruitment, retention and career development of people with disabilities and long-term conditions. The Disability Confident scheme includes a guaranteed interview for any applicant with a disability who meets the minimum requirements for a job. When you complete your job application you will find a question asking you if you would like to apply under the Disability Confident Guaranteed Interview Scheme. If you feel that you have a disability and apply under this scheme, providing that you meet the essential criteria for the job, you will then be invited for an interview. YourGuaranteed Interview application will only be shared with the hiring manager and the local resourcing team. Where reasonable, Maximus will review and consider adjustments for those applicants who express a requirement for them during the recruitment process.
Minimum Salary
£
110,000.00
Maximum Salary
£
115,000.00
Sr Manager/Director, Finance - NxStage R&D
Posted 17 days ago
Job Viewed
Job Description
Position Location Details – Upon agreement between you and your Supervisor, you are entitled to a flexible arrangement where you will be able to split your time between working from the office and working remotely.
Position specific details : Develops financial models for R&D investments as well as special projects together with the Home Vertical Team. Plans, analyzes, forecasts and measures financial performance of R&D projects throughout the life cycle and serves financial contact for Home R&D team. *Role to be level set at the Sr Manager or Director tier based upon chosen candidate.
- Develop Business plans, financial models and presentations for R&D investments , mainly for Home Vertical , and special projects
- Provide analytics and modelling for strategic cost - out projects , business opportunities and transformation initiatives
- Track financial performance of R&D projects throughout the product life cycle
- Support NxStage forecasting and budget planning for Home Vertical incl. aligning planning assumptions with business leads
- Enhance NxStage actuals reporting for Home Vertical
- Work on a sustainable data foundation for business cases and decision support, eg price economics
- Work on a self service concept for decision support for value streams and provide financial trainings
- Support automation projects integrating NxStage cost center reporting further into global cost center reporting
- Act as daily financial contact for R&D Home team working closely with all levels and stakeholders of the R&D process
- Engineering background nice to helpful but not required
PURPOSE AND SCOPE:
The Sr Manager/Director, Finance manages and directs ongoing finance and accounting processes within the assigned function(s). The incumbent is responsible for providing guidance and oversight on financial analysis and reporting activities.
PRINCIPAL DUTIES AND RESPONSIBILITIES:
- Provide strategic leadership of short- and long-term goals through the use of thoughtful techniques in the communication of the company’s mission and core values as a means to implement positive change and/or create organizational structure within the assigned business unit(s).
- Lead operational efforts through subordinates to complete the administration of business processes and services to ensure the operations effective achievement of goals within the assigned business unit(s).
- Direct and control the broad activities of the business unit(s) through the interpretation, application and implementation of company-wide policies and processes appropriate to the functional area(s).
- Ensure that budgets and schedules are within company requirements with significant organizational responsibility for the overall control of planning, staffing, budgeting, expense priority management, and recommendation and implementation changes of current methods.
- Provide leadership and oversight for all financial reporting. Produce timely and accurate GAAP financial statements.
- Develop and present analyses and reports for the assigned business unit(s) on a routine basis; providing recommendations for management review to enhance financial performance and business opportunities.
- Utilize broad functional and/or industry knowledge to serve as a subject matter expert (SME); maximizing the efficacy and efficiency of operations within the assigned function(s).
- May oversee accounting and/or financial close processes within the assigned function(s) on a routine basis.
- Provide leadership, guidance and coaching for all direct reports to maintain an engaged and productive workforce; partnering with Human Resources on employee matters.
- Collaborate with employees in the establishment of clear and concise development plans to ensure succession planning and the advancement of future leaders within the organization.
- May act as a liaison to cross-divisional teams; managing communications to ensure data accuracy and integrity within the assigned function(s).
- Provide technical guidance.
- Assist with various projects as assigned.
- Other duties as assigned.
Additional responsibilities may include focus on one or more departments or locations. See applicable addendum for department or location specific functions.
PHYSICAL DEMANDS AND WORKING CONDITIONS:
The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
SUPERVISION:
- May be responsible for the direct supervision of various levels of accounting and/or finance staff.
EDUCATION:
- Bachelor’s Degree required; Advanced Degree or CPA preferred
EXPERIENCE AND REQUIRED SKILLS :
- 6+ years’ related experience and 4 years experience modeling business cases.
- 3+ years’ experience as a Manager; or 3+ years’ experience in a senior managerial role.
- Demonstrated experience managing one or more departments.
- Ability to explain business case assumptions to management and to transfer technical assumptions into numbers
- Working knowledge of business warehouse (BW) systems preferred (e.g., BEx, SAP, etc.).
- Detail oriented with strong analytical and organizational skills.
- Adaptable to a fast-paced environment with the changing priorities, tasks and client conditions.
- Solid presentation skills to senior management
- Strong management skills incl. negotiating with stakeholder in matters of significance and lead cohesive teams
- Strong interpersonal skills with the ability to communicate with all levels of management through diplomacy and tact
EO/AA Employer: Minorities/Females/Veterans/Disability/Sexual Orientation/Gender Identity
Fresenius Medical Care North America maintains a drug-free workplace in accordance with applicable federal and state laws.
EOE, disability/veteransFinancial Planning Associate
Posted today
Job Viewed
Job Description
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.
What to expectAs 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.
The Skills You BringOutstanding 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
Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service, SalesMost 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.
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