3,437 Finance Managers jobs in the United States

Responsibilities:
Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Define, deliver, and adapt specialized financial products that meet customer needs by selecting the best possible approaches available within established systems.
Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
Advise managers how to apply a wide variety of existing procedures and precedents.
Act as first-line supervisor of a team providing customer service support, and play a key role in helping to achieve targets in areas such as productivity or turnaround times. Deal with most complex and valuable issues.
Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills:
Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.
Works without supervision and provides technical guidance when required to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.
Works without supervision and provides technical guidance when required to accurately identify and understand the key buying influences pertaining to an opportunity.
Works without supervision and provides technical guidance when required to quickly and accurately define the needs of the key buying influencers.
Works without supervision and provides technical guidance when required to quickly and effectively establish trust within the buying centers in the client's organization.
Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.
Works without supervision and provides technical guidance when required to orient the seller's organization around delivering to the key needs of their customers.
Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making.
Works without supervision and provides technical guidance when required to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.
Works without supervision and provides technical guidance when required to acknowledge and ask questions to understand the circumstances surrounding client indifference.
Works without supervision and provides technical guidance when required to acknowledge a client's indifference and gain agreement from the client to discover the root causes of resistance.
Works without supervision and provides technical guidance when required to uncover clients' explicit needs and/or unforeseen opportunities and challenges.
Works with full competence to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works without supervision and may provide technical guidance.
Works without supervision and provides technical guidance when required to articulate the customer needs in the customer's business language and business context.
Works without supervision and provides technical guidance when required to quickly identify and accurately articulate why a client does or does not want a change based on their business objectives and challenges.
Uses clear and effective verbal communications skills without supervision and provides technical guidance when required on expressing ideas, requesting actions and formulating plans or policies.
Works with full competence to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works without supervision and may provide technical guidance.
Works without supervision and provides technical guidance when required to arrive at mutually beneficial commitments that help move the sales/client relationship forward.
Applies understanding of the business environment and objectives to develop solutions without supervision, while also providing technical assistance when necessary.
Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.
Works without supervision while providing technical guidance as needed on meeting high customer service standards.
Works without supervision and provides technical guidance when required on understanding and effectively operating all customer management systems.
Works without supervision and provides technical guidance when required to ask questions that encourage the client to talk openly about their key objectives and challenges.
Works without supervision and provides technical guidance when required to clearly present solutions that link directly to the key objectives and challenges important to the client.
Works with full competence to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works without supervision and may provide technical guidance.
Works with full competence to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works without supervision and may provide technical guidance.
Works without supervision and provides technical guidance when required to facilitate the commercial details of an opportunity such that both parties are satisfied with the value gained.
Works without supervision and provides technical guidance when required to carefully prepare for client interactions using established frameworks.
Works without supervision and provides technical guidance when required to identify ideal potential clients.
Works without supervision and provides technical guidance when required to spend the appropriate time for the size and potential of each opportunity.
Works with full competence to recognize sales opportunities during service interactions to enhance overall customer service. Typically works without supervision and may provide technical guidance.

Company Description
AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas - immunology, oncology, neuroscience, and eye care - and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit us at Follow @abbvie on X, Facebook, Instagram, YouTube, LinkedIn and Tik Tok ( .
Job Description
Purpose:
PRM Finance Manager to support Plastics and Regenerative Medicine business. This position takes the lead, with guidance from the PRM Finance Director, in managing the full P&L for Regen Med. The Finance Manager acts as a business partner and strategic thought leader in collaboration with the Marketing and Commercial teams. Primary responsibilities include modeling Sales to Distribution Margin, coordinating all planning cycles (Plan, LBE, LRP), and acting as financial planning lead for Regen Med (including GTN, royalties, and warranty). Other key responsibilities include promotion modeling, pricing analysis, daily/weekly/monthly reports (sales analytics), weekly sales tracking, and acting as liaison with Sales, Marketing, Operations, Customer Operations (customer service), and SP&A (sales planning & analytics). This is in addition to core finance/accounting functions such as (but not limited to) preparing journal entries, assessing balance sheet risk, month-end reporting, financial controls and ad hoc analysis to support the Commercial business.
Responsibilities:
+ + Lead the planning process for LBE, LRP and Plan and build out forecasting and revenue reporting models for Regen Med
+ Prepare month-end and LBE commentary for Commercial and Global FP&A teams
+ Responsible for demand forecast and act as the financial representative on S&Op
+ Comment on variance drivers vs. forecast targets on > 100 key SKU's
+ Support Brand's strategic decisions and ensure forecasts are aligned to Commercial strategy
+ Complete ad hoc promotion modeling and pricing analysis
+ Royalty calculation and coordinate payout
+ Prepare Rebate calculation and Journal entries and partner with commercial team to ensure adequacy of reserves
+ Coordinate all deliverables and create analysis/presentations for planning cycle presentations (Plan, LBE, LRP)
+ Lead Regen Med SG&A planning and COGS/OMC/OCOS forecasts
+ Prepare weekly sales tracking for Sales & Marketing
+ Provide in-depth analysis of business results, identifying emerging risks and opportunities and regularly communicate findings to senior management
+ Drive best practices, reducing manual work and leveraging system tools (i.e. PowerBI, Wdesk) to increase understanding and engagement of data reporting with stakeholders
+ Month-end close activities such as accruals, reserve analysis and balance sheet reconciliations
+ Perform variety of tasks, financial controls and ad-hoc analysis, as required
Qualifications
Qualifications:
+ Bachelor's degree in Finance or Accounting (CPA or MBA a plus)
+ 5-7 years of work experience in forecasting, simulation and other quantitative forecasting methodologies.
+ Strong interpersonal skills, including being a team player while also having the ability to partner with and influence others
+ Self-starter with ability to operate independently, drive processes, identify and implement process improvements, and establish & adjust priorities to achieve objectives
+ Ability to manage multiple priorities and tight deadlines
+ Excellent planning, organization, and time management/efficiency skills
+ Results & process oriented, focusing on process improvements to drive higher levels of performance
+ High competency with MS Excel, PowerPoint, and financial planning tools; experience in PowerBI is a plus; knowledge of SAP ideal, but not necessary
Additional Information
Applicable only to applicants applying to a position in any location with pay disclosure requirements under state or local law:
+ The compensation range described below is the range of possible base pay compensation that the Company believes in good faith it will pay for this role at the time of this posting based on the job grade for this position. Individual compensation paid within this range will depend on many factors including geographic location, and we may ultimately pay more or less than the posted range. This range may be modified in the future.
+ We offer a comprehensive package of benefits including paid time off (vacation, holidays, sick), medical/dental/vision insurance and 401(k) to eligible employees.
+ This job is eligible to participate in our short-term incentive programs.
+ This job is eligible to participate in our long-term incentive programs
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, incentive, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole and absolute discretion unless and until paid and may be modified at the Company's sole and absolute discretion, consistent with applicable law.
AbbVie is an equal opportunity employer and is committed to operating with integrity, driving innovation, transforming lives and serving our community.  Equal Opportunity Employer/Veterans/Disabled.
US & Puerto Rico only - to learn more, visit & Puerto Rico applicants seeking a reasonable accommodation, click here to learn more:
$106,500 - $202,500

Description
We are offering an exciting opportunity for a Financial Planning Analyst in Houston, Texas. You will be instrumental in handling customer accounts, processing financial plans, and supervising new client onboarding. Your role will also include tracking and resolving customer inquiries, and working in a team environment with other analysts.
Responsibilities:
+ Conduct in-depth assessments of clients' financial situations, including income, expenses, investments, and liabilities.
+ Analyze clients' financial goals, risk tolerance, and retirement needs.
+ Prepare personalized financial plans based on clients' short- and long-term goals.
+ Advise clients on retirement planning, including 401(k), IRA, pension plans, and other retirement savings accounts.
+ Help clients determine how much they need to save for retirement and create a strategy to meet those targets.
+ Plan for retirement income strategies and minimizing tax liabilities in retirement.
+ Collaborate with tax professionals and attorneys to assist clients in tax planning and minimizing tax liabilities.
+ Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of trusts, wills, and life insurance.
+ Provide guidance on charitable giving strategies to support clients' philanthropic goals.
+ Assess clients' insurance needs and recommend policies for life, health, disability, and long-term care insurance.
+ Advise clients on managing personal and business risks and mitigating potential financial losses.
+ Educate clients on financial products, investment principles, budgeting, and other areas of personal finance.
+ Help clients make informed decisions about saving, spending, and investing their money.
+ Foster long-term relationships with clients by acting as a trusted advisor and providing continuous guidance.
+ Monitor clients' financial situations on a regular basis, making adjustments to plans and investments as needed.
+ Review financial plans with clients annually to ensure that their goals are on track and modify strategies based on life changes or new financial circumstances.
For immediate consideration, contact
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- CFP Designation
- Proficiency in financial planning and strategy.
- Knowledge of financial forecasting and diagnosis, corporate finance, and information analysis.
- Proficient in spreadsheets, databases, and financial software applications.
- Strong analytical skills to assess data, facts, and figures used to develop strategies.
- Exceptional communication skills to effectively convey financial information to non-financial colleagues.
- Ability to work independently and collaborate effectively as part of a team.
For immediate consideration, contact
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 ( .

Description
We are seeking a Financial Planning Analyst based in Philadelphia, Pennsylvania. The role involves providing support to our client's advisory team, focusing on the wealth management and financial planning needs of their clients. The successful candidate will be responsible for daily account administration, investment proposal preparation, and performance review, along with assisting in preparing deliverables that cover all areas of Financial Planning.
Responsibilities:
- Compile reports on portfolio performance on a regular basis
- Monitor and update client asset allocations
- Conduct due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds
- Prepare and coordinate materials for client meetings
- Compile quarterly tax projections
- Handle account creation and maintenance
- Manage money movement including wire transfers and journals
- Maintain and update the database regularly
- Conduct ad hoc project management
- Assist in portfolio performance updates
- Provide operational functions to support the Partners and their team.
Skills:
- Annual Financial Plan
- Financial Planning
- Financial Reconciliation
- Financial Services
- Personal Financial Specialist
Requirements - Possession of a minimum of one year of experience in financial planning or related roles
- Proficiency in creating and managing annual financial plans
- Demonstrated ability in conducting financial reconciliation
- Prior experience in the financial services sector
- Certification or relevant experience as a Personal Financial Specialist
- Exceptional analytical skills and attention to detail
- Strong communication and presentation skills
- Proficiency in using financial software and Microsoft Office Suite
- Ability to work independently and as part of a team
- Bachelor's degree in Finance, Accounting, or related field is preferred
- Strong ethical standards and integrity in handling financial data.
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 ( .

Company Summary Statement
As one of the largest investor-owned utility companies in the United States, PPL Corporation (NYSE: PPL), is committed to creating long-term, sustainable value for our 3.5 million customers, our shareowners and the communities we serve. Our high-performing regulated utilities - PPL Electric Utilities, Louisville Gas and Electric, Kentucky Utilities and Rhode Island Energy - provide an outstanding experience for our customers, consistently ranking among the best utilities in the nation. PPL's companies are also addressing challenges head-on by investing in new infrastructure and technology that is creating a smarter, more reliable and resilient energy grid. We are committed to doing our part to advance a cleaner energy future and drive innovation that enables us to achieve net-zero carbon emissions by 2050 while maintaining energy reliability and affordability for the customers and communities we serve. PPL is a positive force in the cities and towns where we do business, providing support for programs and organizations that empower the success of future generations by helping to build and maintain strong, diverse communities today.
Overview
This position is responsible for corporate level budgeting and financial planning duties and will work in close coordination with PPL's corporate budgeting team. The Senior Analyst will serve a key role in PPL Corporation (PPL Corp.) budgeting and business planning process including ongoing management and administration of the Company's budgeting activities throughout the year, PPL Services Corporation's ("PPL Services") cost allocation activities and the associated rate case filings, internal reporting to senior management, and special projects that require the expertise of the budgeting section of Financial Planning. Under direct supervision, responsibilities include producing high quality, timely budgeting and planning related work products. Depends on others for instruction, guidance and direction.
**_This position will report in person on a hybrid schedule and can be based out of PPL's corporate offices located in either Louisville, KY or Allentown, PA_**
_#PPL_
_#LG&EKU_
_#INDPPL_
_#INDLGE_
Responsibilities
**_This position may be hired at the Associate, Staff or Senior Analyst level. Responsibilities listed below reflect those of the Staff level. varying responsibilities may be included for the Associate or Senior level positions._**
+ Coordinate O&M and capital budgeting scheduling and activities for PPL Services and other PPL Corporation subsidiaries as appropriate.
+ Provide support for budgeting and reporting activities for PPL Services support groups.
+ Perform PPL Services' direct and indirect cost allocation process in compliance with both FERC and PUC guidelines. Provide support related to affiliated transactions for rate case filings, as well as supporting rate case schedules, as required. Ensure the accurate transfer of O&M and capital budget information to PPL Corp.'s corporate business planning model.
+ Provide variance reporting for PPL Services O&M and capital costs to senior management monthly and, when requested, conduct ad hoc studies on these types of expenditures.
+ Provide support for corporate SEC reporting requirements.
+ Contributes to special projects and ad hoc financial analysis at the request of various levels of management under direct supervision.
+ Performs other duties as directed or assigned.
+ Complies with all policies and standards.
Qualifications
**_This position may be hired at the Associate, Staff or Senior Analyst level. Level offered will be determined by the successful candidate's background, education & experience._**
**Associate Analyst Basic Qualifications**
+ Bachelor's Degree in Finance, Accounting or related discipline.
+ 0 to 2 years financial experience, which could include co-op assignments
+ Requires knowledge and skills in own discipline; still acquiring higher level skills.
**Staff Analyst Basic Qualifications**
+ Bachelor's Degree in Accounting, Finance or related discipline
+ At least 2 years of accounting or finance experience, which could include co-op assignments
+ Requires knowledge and skills in own discipline; still acquiring higher level skills
**Senior Analyst Basic Qualifications**
+ Bachelor's Degree in Accounting, Finance or related discipline
+ At least 5 years of accounting or finance experience
+ Requires in-depth experience, knowledge and skills in own discipline
+ Intermediate knowledge of Excel
+ Strong attention to detail
+ Good communication skills
+ Self Starter with natural curiosity and willingness to solve problems independently
**Preferred Qualifications**
+ Master's Degree in Finance or Accounting
+ CFA/CPA
+ Working knowledge of UIP Planner budget system
+ Capacity to perform analysis while understanding the big picture implications and willingness to solve problems
**_This position may be hired at the Associate, Staff or Senior Analyst level. Level offered will be determined by the successful candidate's background, education & experience._**
**Associate Analyst Basic Qualifications**
+ Bachelor's Degree in Finance, Accounting or related discipline.
+ 0 to 2 years financial experience, which could include co-op assignments
+ Requires knowledge and skills in own discipline; still acquiring higher level skills.
**Staff Analyst Basic Qualifications**
+ Bachelor's Degree in Accounting, Finance or related discipline
+ At least 2 years of accounting or finance experience, which could include co-op assignments
+ Requires knowledge and skills in own discipline; still acquiring higher level skills
**Senior Analyst Basic Qualifications**
+ Bachelor's Degree in Accounting, Finance or related discipline
+ At least 5 years of accounting or finance experience
+ Requires in-depth experience, knowledge and skills in own discipline
+ Intermediate knowledge of Excel
+ Strong attention to detail
+ Good communication skills
+ Self Starter with natural curiosity and willingness to solve problems independently
**Preferred Qualifications**
+ Master's Degree in Finance or Accounting
+ CFA/CPA
+ Working knowledge of UIP Planner budget system
+ Capacity to perform analysis while understanding the big picture implications and willingness to solve problems
**_This position may be hired at the Associate, Staff or Senior Analyst level. Responsibilities listed below reflect those of the Staff level. varying responsibilities may be included for the Associate or Senior level positions._**
+ Coordinate O&M and capital budgeting scheduling and activities for PPL Services and other PPL Corporation subsidiaries as appropriate.
+ Provide support for budgeting and reporting activities for PPL Services support groups.
+ Perform PPL Services' direct and indirect cost allocation process in compliance with both FERC and PUC guidelines. Provide support related to affiliated transactions for rate case filings, as well as supporting rate case schedules, as required. Ensure the accurate transfer of O&M and capital budget information to PPL Corp.'s corporate business planning model.
+ Provide variance reporting for PPL Services O&M and capital costs to senior management monthly and, when requested, conduct ad hoc studies on these types of expenditures.
+ Provide support for corporate SEC reporting requirements.
+ Contributes to special projects and ad hoc financial analysis at the request of various levels of management under direct supervision.
+ Performs other duties as directed or assigned.
+ Complies with all policies and standards.
Remote Work
The company reserves the right to determine if this position will be assigned to work on-site, remotely, or a combination of both. Assigned work location may change. In the case of remote work, physical presence in the office/on-site may be required to engage in face-to-face interaction and coordination of work among direct reports and co-workers.
Equal Employment Opportunity
Our company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, national origin, protected veteran status, sexual orientation, gender identify, genetic information, disability status, or any other protected characteristic.

Description
A wealth management / financial planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: preparing reports, projections and recommendations for financial planning; retirement planning; taxes; estate flowcharts; some investment management duties; working directly with clients; various other duties typical of a financial planner.
Requirements
Qualified candidates will have a BA in business or related field plus a minimum of 3+ years of experience in the public accounting or financial planning field. For confidential consideration or more information, contact Jordon Heffler.
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 ( .

Job Description

Job Description

Description:

WHO WE ARE:

Through our offering of furniture, walls, and audio-visual solutions, Continua Interiors is on a mission to transform the way people work, learn and heal across the Midwest. Centered around our core values, Continua places great importance on fostering a supportive work environment that values the culture, community, and connection with both team members and clients. We are not just a company; we are a movement, reshaping the dealer landscape across the Midwest.

OUR CORE VALUES : Strive To Be Great | Do Hard Things | Stronger Together | Own It

POSITION OVERVIEW:

We are seeking a highly analytical and detail-oriented Financial Planning Analyst to join our team. In this role, you will be responsible for compiling, analyzing, and interpreting financial data from five subsidiary companies operating across three different ERP systems. You will play a pivotal role in supporting strategic decision-making by providing actionable insights and ensuring accurate financial reporting and forecasting.

ACCOUNTABILITIES:

• Financial Analysis
• Consolidated Financial Reporting
• Forecasting and Budgeting
• Strategic Collaboration

WHAT YOU'LL BE DOING:

Data Consolidation & Reporting:

• Collect, consolidate, and analyze financial information from five subsidiary companies utilizing three distinct ERP systems.
• Develop and maintain standardized financial reporting templates to streamline consolidation across multiple entities.
• Ensure data accuracy, consistency, and integrity throughout the consolidation process.

Financial Analysis:

• Prepare monthly, quarterly, and annual financial analysis, including variance analysis against budget, forecast, and prior periods.
• Provide insights into revenue trends, cost drivers, profitability, and operational efficiencies.
• Identify opportunities for cost savings and revenue enhancements across the subsidiaries.

Forecasting & Budgeting:

• Collaborate with CFO, accounting teams and business leadership to develop detailed budgets and forecasts.
• Monitor and track performance against financial plans, highlighting key variances and recommending corrective actions.
• Design and implement a rolling 13 week cash forecasting model.

ERP System Integration & Optimization:

• Understand and navigate multiple ERP systems to extract and reconcile financial data effectively.
• Collaborate with IT and finance teams to enhance system integration and data-sharing processes.
• Assist in identifying opportunities for system upgrades or process improvements to enhance reporting efficiency, including data warehouse and business intelligence tools and systems.

Strategic Collaboration:

• Build financial models to aid in financial decision making (Cap Ex., Acquisitions, etc.).
• Partner with leadership teams at both corporate and subsidiary levels to provide insights that drive financial and operational strategies.
• Provide financial support for M&A and strategic investment opportunities
• Present financial findings, trends, and recommendations to CFO & President in a clear and concise manner.

WHAT YOU SHOULD HAVE:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• CPA, CFA, or MBA is a plus, but not required.
• 8+ years of experience in financial planning and analysis, preferably with multi-entity or multinational organizations.
• Advanced Excel skills, experience with AI and data visualization tools (e.g., Power BI, Tableau) are preferred.
• Solid understanding of financial principles, accounting standards, and reporting practices.
• Exceptional analytical and problem-solving skills with keen attention to detail.
• Proven ability to manage multiple priorities and meet tight deadlines in a dynamic environment.
• Strong communication and interpersonal skills for effective collaboration with diverse teams.
• Physical Requirements: While performing the duties of this Job, the employee is regularly required to sit; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and stoop. The employee may occasionally lift and /or move up to 30 pounds. This position may require travel between offices, jobsites, and/or client locations, which may involve extended periods of sitting or standing, lifting light luggage, and adapting to different time zones.

WHAT WE BRING TO THE TABLE:

• A State-of-the-Art Facility with plenty of free parking, incredible technology throughout, and a multitude of workspaces at your disposal
• Use the EOS (Entrepreneurial Operating System) methodology to provide tools to help individuals and teams achieve goals, growth, and improvement.
• Quarterly All Company Meetings
• Seasonal Onsite Flu Shot Clinic
• Community Service opportunities
• Company social hours
• Ability to use your talents and strengths to make a positive impact

COMPENSATION AND BENEFITS :

The hiring compensation range for this position is a base salary of $80,000-$120,000. Actual compensation will be determined based on a variety of factors, including but not limited to the candidate's experience, skills, qualifications, and location, as well as internal equity and market considerations.

Benefits available in this position include:

• Medical, Dental, and Vision insurance
• Company paid Short Term and Long Term Disability insurance
• Critical Illness and Accident Insurance
• HSA, DCA and FSA options available
• Paid time off and holidays
• Paid Parental Leave (MN)
• 401k Match (50% of every 1% up to 4%)

DISCLOSURES :

Notice: The physical demands described above are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their manager.

Notice: This job description is not an employment agreement or contract. Management has the exclusive right to alter this job description at any time without notice.

Continua is a drug-free workplace.

Continua is an Equal Employment Opportunity Employer. All qualified candidates will receive consideration for employment without regard to race, national origin, gender, age, religion, sexual orientation, veteran status, or marital status.

Requirements:

Job Description

Job Description

POSITION:

Financial Planning and Systems Analyst

COMPANY PROFILE:

This manufacturing organization is located in the Sioux Falls, SD area within a great community, and offers an innovative place to work, with a great team of employees that exude a strong work ethic, which produces impeccable products. This company holds their customer’s satisfaction at a high level, and strives to exceed their expectations. They have not only grown to be recognized nationwide, but also have received numerous awards.

WHAT THIS COMPANY OFFERS:

• Enjoy a casual working environment, while working with other key players in the organization.
• $70,000 - $85,000 +
• 15% Bonus Potential
• Profit Sharing in year 2 of up to 15%, which has paid out the last 20 years.
• Full benefits package: health plan including dental and vision (family plans available), life, flex reimbursement plan, disability insurance, fitness center benefits, PTO, 10 paid holidays, EAP, bereavement leave, military leave, FMLA.
• 401k plan.
• Award-winning manufacturer.

THE ROLE YOU WILL PLAY:

· Report to the CFO.

· Manage and lead the accounting & finance department in financial systems.

· Oversee the general ledger and financial reporting systems.

· Manage the key reports for financial reporting.

· Be the go-to person in the company on ERP data.

· Monitor and implement policies and procedures.

· Assist in budgeting, forecasting and reporting.

COMMUNITY:

Sioux Falls, SD area

What do you love to do in your free time? No matter your preference of entertainment this community has it covered. The Sioux Falls area is a sport enthusiast dream town! Considering your family? Take them on the city bike trails, or to one of the many annual family friendly festivals. Not to mention the countless number of city parks, and a public safety department that is rated one of the best. You’ll never be bored with exciting night life, hundreds of restaurants and big name acts coming to the Washington Pavilion and Sioux Falls Convention Center. Rapid growth is happening all around and in Sioux Falls as well as an affordable place to live! Great schools, churches, and programs to become a part of, make this your home today!

BACKGROUND PROFILE:

• Bachelor’s Degree in Business, Accounting, Computer Science or similar background.
• 5+ Years of Related Experience.
• Possess strong organization skills and excellent communication skills.
• Experience with financial reporting systems such as Nvision Qlikview.

FOR MORE OPPORTUNITIES CHECK OUT OUR WEBSITE

Contact:

Craig Libis

The Opportunity

As a Financial Planning Strategy Consultant you will bridge the gap between the Financial Planning Strategy and the development of sales tools features. in this role you will instruct stakeholders on how to practically apply advice and sales tools changes into their client engagement model, helping shape the client experience to grow Financial Planning.

The Team

You will join our Wealth Management Financial Planning team, which is a team that is advisor focused and consultative. Communication and collaboration to build and maintain strong relationships with our field partners is at the core of who we are.

The Impact

The Financial Planning Strategy Consultant is the subject matter expert in applying new digital enhancements (on platforms such as eMoney, RightCapital and MoneyGuide) for Financial Planning client engagement to the WM Financial Planning Organization, Advisors, their staff and firm support roles. Liaison with WM Financial planning leaders and new technology workflows and enhancements including identifying key field and operations impacts and providing support to create and deliver associated training, marketing and communications to drive adoption and implementation.

Key Responsibilities Include:

• Performs work across multiple initiatives and processes, supporting or leading business initiatives.

• Serves as a subject matter expert in financial planning and on business requirements, you will interface and collaborate with multiple business organizations and technology professionals

• Work as the subject matter expert and business process owner to develop workflow, process and documentation to operationalize Financial Planning digital advisor and client capabilities

• Leads the product functional design process based on an intimate knowledge of the users and financial planning engagement model

• Manage and accountable for implementation of assigned business initiatives, from concept approval through delivery

• Proactively researches and applies best practices in terms of solution design and recommendation taking business capabilities, cost, speed to market, innovation and other critical objectives into account

• Analyzes current market trends to better understand how other companies/competitors use tools for client engagement and advisor experience to ensure MassMutual stays ahead of its competitors

• Getting and applying feedback to Identify areas of improvement when engaging sales tools vendors

• Planning and leading product releases and setting expectations for delivery

• Ensures current sales tools platforms and features are aligned to Financial Planning Services Policy and regulation changes

• Support WM Financial Planning management after initial strategy delivery to monitor and, collaborate with stakeholders and business partners to identify and successfully resolve issues and improvement to opportunities and communicate resolution

• Partner with business sponsors and stakeholders to set objectives and goals; prioritize multiple activities and projects, and understand the company strategic objectives

• Leverage expertise to lead problem resolution as issues arise with platforms and tools

• Accountable for effectively leading and executing assigned business management responsibilities in the areas of advisor outreach, financial planning sales enablement to maximize WM Financial Planning resources, regulatory changes and general business updates, and changes and enhancements specific to the financial planning client experience

The Minimum Qualifications

• Bachelor's degree

• 6+ years experience in the Financial Services industry

• 3+ years' experience in financial planning or management of a financial planning sales tool

• 5+ years’ experience managing development and delivery of business solutions

• 3+ years’ experience presenting and influencing leadership and key stakeholders

• Due to the nature of this position, as part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

Ideal Qualifications

• FINRA Series 7 & 63 at time of application

• CFP in progress or willingness to obtain

• Advanced Degree

• Knowledge of financial planning software such as eMoney, RightCapital, MoneyGuide etc.

• In depth knowledge of insurance products, distribution systems, and marketing concepts

• Experience in multi-departments, enterprise-level initiatives.

• Successfully managed projects that touch, cross and/or impact multiple organizational areas

• Experience working with clients, advising on marketing/business performance, and influencing decisions with insights and measurement.

• Ability to analyze datasets, identify actionable insights, and communicate findings via presentations and/or dashboards.

• Ability to present simple and compelling stories to audiences of all levels.

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Wealth Management Advice & Planning teams

• Focused one-on-one meetings with your manager

• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups

• Access to learning content on Degreed and other informational platforms

• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

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MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.