7,548 Finance Program jobs in the United States

Job Description

Job Description

Mashura  is a global provider of health care products and services that help animal health and human dental practices measurably reduce the total cost of ownership associated with pharmacy and supplies. The company develops market-leading technologies that provide secure access to controlled substances, high-value products, and other medications. We are a private, family-owned and operated company that values its team members and are looking to hire the best of the best.

Position Title:
Finance Program Coordinator
Department:  Finance
Reports to:  Credit Operations Manager
Work Type: Full-Time (In-office 4 days week, 1 day hybrid) 

Overall responsibility:
This is an excellent growth opportunity within the Finance Department. The Finance Program Coordinator will work closely with and report directly to the Credit Operations Manager. This individual will be responsible for the daily maintenance of the order-to-cash process which includes, but is not limited to, invoicing, order submissions, and data entry and management.
Key Areas of Responsibilities to Include but are not Limited to:

• Review and approve sales orders to ensure alignment with current finance guidelines
• Submit contracts to finance partners for funding
• Data entry and management in Salesforce
• Serve as liaison between Sales and finance partners to ensure timely deal processing
• Contacts customers to secure missing contract documentation
• Ad-hoc finance and accounting projects as needed
• Fosters strong partnerships with finance partners to minimize funding delays

Skills and Attributes:

• • Ability to manage and prioritize varying tasks and responsibilities
  • Excellent critical thinking skills
  • Highly detail oriented with excellent organization skills
  • Self-starter with the ability to work independently
  • Ability to work in a team environment, both in Finance and cross-department
  • Strong written and verbal communication skills
  • Microsoft Office (Word, Excel, Outlook, etc.) skills
  • Ability to work in a fast-paced and dynamic environment
  • Experience using Salesforce and/or NetSuite preferred, but not required
  • 1-2 years of relevant work experience

Education/Licenses/Certifications Required:  

• • Bachelor’s Degree (Business degree in Business Administration or Accounting preferred)

Location:

• 6991 E Camelback Road, Suite - B300 Scottsdale, AZ 85251

Compensation:

• $55,000-$65,000 DOE

Benefits:

• Open PTO, plus 9 company-observed holidays

Program Director - BP06AE
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
We are seeking a highly skilled finance leader with strong project management, communication and accounting controls skills to join our Corporate Controllers organization as the Director, of Finance Program Management & Optimization. This role will report directly to the (VP, Accounting Services) and will be a key role within the Corporate Controllers organization. This role is accountable for leading various efforts within the Finance organization, including serving as the primary point of contact with our Corporate IT partners to update the Corporate Finance IT Invest Roadmap and to evaluate potential future Finance software options; serving as a key resource in Finance's Business Architecture and Data Strategy project, which will interface with consultants to document Corporate Finance's current state and our ideal future state to align with strategic priorities, as well as outlining how Corporate Finance will collect, manage, govern and use data to align with business goals, drive informed decision-making and extract value; and serving as the business resource in leading the Company's finance optimization team.
This role will have a Hybrid work arrangement, with an in-office presence in our Hartford, CT location (T - Th).
Responsibilities:
Serve as a key leader and support person for the SVP Chief Accounting Officer and VP of Accounting Services by managing key projects within Corporate Finance and Accounting Services. Identify, prioritize and coordinate delivery of strategic initiative prioritizations across Finance, including objectives related to data, advanced analytics, automation and artificial intelligence as part of Finance IT and finance optimization roadmaps. Lead annual Finance invest budget development and submission, which includes coordination with Business and IT stakeholders to ensure. Develop and maintain project plans, schedules and budgets. Identify and mitigate risks, ensuring project milestones are met. Oversee the finance optimization program and coordinate all team communications.
Qualifications:
10+ years of finance and accounting experience; insurance industry experience preferred; experienced project manager with experience leading Finance projects strongly preferred.
Strong leadership and team management skills. Experience driving high-performing project teams to work effectively in a fast-paced, dynamic environment. Partner with IT Finance leadership over projects involving Finance systems.
Demonstrated team player with outstanding communication, interpersonal and organizational influencing skills; excellent stakeholder/relationship management skills and leadership behavior; employ continuous improvement and transformational mindset.
Strong understanding of finance and IT systems, processes and technologies. Ability to determine best approach for implementing new technologies and solutions, including cost-effectiveness of building in-house solutions versus leveraging technologies from external vendors.
Proficiency in Microsoft Office Suite required
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$134,800 - $202,200
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us ( | Our Culture ( | What It's Like to Work Here ( | Perks & Benefits ( day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
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**Job Description**
Mission Support and Test Services, LLC (MSTS) manages and operates the Nevada National Security Site (NNSS) for the U.S. National Nuclear Security Administration (NNSA). Our MISSION is to help ensure the security of the United States and its allies by providing high-hazard experimentation and incident response capabilities through operations, engineering, education, field, and integration services and by acting as environmental stewards to the Site's Cold War legacy. Our VISION is to be the user site of choice for large-scale, high-hazard, national security experimentation, with premier facilities and capabilities below ground, on the ground, and in the air. (See NNSS.gov for our unique capabilities.) Our 2,750+ professional, craft, and support employees are called upon to innovate, collaborate, and deliver on some of the more difficult nuclear security challenges facing the world today.
+ MSTS offers our full-time employees highly competitive salaries and benefits packages including medical, dental, and vision; both a pension and a 401k; paid time off and 96 hours of paid holidays; relocation (if located more than 75 miles from work location); tuition assistance and reimbursement; and more.
+ MSTS is a limited liability company consisting of Honeywell International Inc. (Honeywell), Jacobs Engineering Group Inc. (Jacobs), and HII Nuclear Inc.
**Responsiblities**
The Finance team is looking for an experienced financial leader to leverage their business acumen in support of the critical national security mission at the NNSS. The Finance Program Manager role will be a key contributor to the CFO organization and a mission portfolio during an exciting time of growth in national security programs. This position is an individual contributor that will report to the Manager of Budget & Resource Management and matrix support to programmatic directors and a Senior Director responsible for a mission portfolio.
**Key Responsibilities:**
+ Act as a key Business Partner.
+ Provide independent perspective and guidance to portfolio leaders to drive business results and continuous improvement.
+ Support portfolio leaders in strategic planning, building customer relationships, developing business cases, preparing/delivering internal and external briefings, portfolio reviews, information requests, data collection, analysis, and reporting.
+ Make an impact on management reporting, budgeting, forecasting, and financial analysis.
+ Develop financial models and perform analysis.
+ Establish and maintain alignment of integrated financial plans and budget requests (Funding, Spend Plan, Planned Value, Estimate at Completion, Resource Demand, Unfunded Requirements, etc.) for assigned portfolio in year of execution and forecasted out-year periods.
+ Facilitate baseline change management and drive change control rigor at the portfolio level to maintain annual operating plan tie-out.
+ Deliver additional Finance and portfolio initiatives as appropriate.
**Qualifications**
+ Bachelor's degree in related field or equivalent training and experience plus at least 12 years related professional experience.
+ Strategic planning knowledge and experience.
+ Demonstrated ability to develop, plan, and implement short- and long-term goals.
+ Experience with accounting, statistical, financial analysis, database reporting, and query software.
+ Familiar with software applications to quantify and illustrate financial reports, comparisons, impacts and/or projections.
+ Ability to build and utilize teams to provide value added analysis as a key functional partner.
+ Ability to handle ambiguity and function effectively in a matrix organization.
+ Ability to convey information with clarity and directness, ensuring message is understood across multiple organizations.
+ Ability to consistently make timely decisions even in the face of complexity, balancing systematic analysis with decisiveness.
+ Ability to work multi-tasks with tenacity and excellent problem-solving skills.
+ Significant years of demonstrated experience in progressively responsible and more challenging finance or accounting roles.
+ Results focused with successful track record of accomplishments through skilled use of influence, persuasion, negotiation, and consensus building in a matrix environment.
+ Ability to identify complex problems, review related information, develop and evaluate options, and recommend solutions.
+ Skills in budget preparation and fiscal management.
+ Proficient in managing large quantities of data and transactions in a financial environment.
+ Understand financial systems, data sources, and complexities in the financial transaction processing arena.
+ The primary work location will be at the Losee Road facility in North Las Vegas, Nevada.
+ Work schedule will be 4/10s Monday through Thursday (subject to change).
+ Pre-placement physical examination, which includes a drug screen, is required; MSTS maintains a substance abuse policy that includes random drug testing.
+ Must possess a valid driver's license.
MSTS is required by DOE directive to conduct a pre-employment drug test and background review that includes checks of personal references, credit, law enforcement records, and employment/education verifications. Applicants offered employment with MSTS are also subject to a federal background investigation to meet the requirements for access to classified information or matter if the duties of the position require a DOE security clearance. Substance abuse or illegal drug use, falsification of information, criminal activity, serious misconduct or other indicators of untrustworthiness can cause a clearance to be denied or terminated by DOE, resulting in the inability to perform the duties assigned and subsequent termination of employment. In addition, Applicants for employment must be able to obtain and maintain a DOE Q-level security clearance, which requires U.S. citizenship, at least 18 years of age. Reference DOE Order 472.2 ( , "Personnel Security". If you hold more than one citizenship (i.e., of the U.S. and another country), your ability to obtain a security clearance may be impacted.
**Department of Energy Q Clearance** (position will be cleared to this level). Reviews and tests for the absence of any illegal drug as defined in 10 CFR Part 707.4 ( , "Workplace Substance Abuse Programs at DOE Sites," will be conducted. Applicant selected will be subject to a Federal background investigation, required to participate in subsequent reinvestigations, and must meet the eligibility requirements for access to classified matter. Successful completion of a counterintelligence evaluation, which may include a counterintelligence-scope polygraph examination, may also be required. Reference 10 CFR Part 709 ( , "Counterintelligence Evaluation Program."
MSTS is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, veteran status or other characteristics protected by law. MSTS is a background screening, drug-free workplace.
Annual salary range for this position is: **$135,304.00 - $209,726.40.**
Starting salary is determined based on the position market value, the individual candidate education and experience and internal equity.

It's fun to work in a company where people truly BELIEVE in what they are doing!
_We're committed to bringing passion and customer focus to the business._
GENERAL SUMMARY
Under the direction and partnership of the Manger / Director of Treasury & Strategic Finance, the Senior Public Finance Program Manager will oversee and manage the strategic and operational aspects of the Treasury & Strategic Finance department's debt management program. This role requires a seasoned professional with over 10 years of experience in public finance, specifically in municipal bond offerings. The ideal candidate will have a deep understanding of debt compliance, financial analysis, stakeholder engagement, and investor outreach. The Senior Public Finance Program Manager will ensure the efficient and effective management of the organization's debt portfolio while aligning with strategic financial goals and regulatory requirements.
The Senior Public Finance Program Manager will ensure efficient and effective transaction execution of various refinancing efforts as well as the issuance of new debt for new projects and ongoing capital project funding efforts.
This position may also lead or perform special cross-agency projects, initiatives, or inquiries focused on implementation of the financial strategy. This is an expert level position requiring leadership, influence, complex problem solving, innovative thinking, and proven sustainable results delivery.
PRINCIPAL ACCOUNTABILITIES
**Debt Issuance and Management:**
- Develop and implement strategies for issuing and managing a $5 billion portfolio of municipal bonds and other debt instruments.
- Oversee the structuring, pricing, and sale of debt offerings, ensuring alignment with organizational objectives.
- Collaborate with financial advisors, underwriters, and legal counsel to ensure successful debt transactions.
- Ensure coordination with internal and external stakeholders to ensure transaction effectiveness and efficiency.
- Present to Executive Team and Governing Boards to ensure transparency and transaction authority.
**Financial Analysis and Reporting:**
- Conduct comprehensive financial analysis and modeling to support debt management strategies and decision-making.
- Monitor and report on debt portfolio performance, including cash flow analysis, interest rate exposure, and overall financial impact.
- Prepare detailed reports for senior management and governing bodies, highlighting key financial metrics and trends.
- Coordinate with financial institutions and internal stakeholders to ensure accurate and transparent reporting.
- Support audit preparation and inquiries to ensure proper documentation and review.
- Lead annual report Treasury table development in support of the annual financial closing process and financial audit.
**Debt Compliance and Regulatory Adherence:**
- Ensure compliance with federal, state, and local regulations related to municipal debt issuance and management.
- Maintain and update policies and procedures to adhere to regulatory requirements and best practices.
- Coordinate with auditors and regulatory agencies to address compliance issues and provide required documentation.
- Lead arbitrage rebate analysis and external tax counsel alignment.
- Analyze and respond to Internal Revenue Service audit requests and report progress to internal and external stakeholders.
**Stakeholder Engagement and Investor Outreach:**
- Develop and maintain strong relationships with investors, rating agencies, and other key stakeholders.
- Conduct investor presentations and outreach to enhance the organization's reputation and market position.
- Address investor inquiries and provide timely information on debt offerings and financial performance.
- Coordinate strategic planning initiatives with internal and external stakeholders to ensure alignment on future financial plans.
**Strategic Planning and Advisory:**
- Provide strategic advice to senior management on debt-related issues and opportunities.
- Analyze market conditions and trends to advise on optimal debt management strategies and refinancing opportunities.
- Participate in long-term financial planning and budgeting processes.
Other assignments and projects as requested by the Treasury & Strategic Finance Manager / Director or the Chief Financial Officer. May be requested to support agency emergency response organization and/or outage activities.
REQUIRED EDUCATION AND EXPERIENCE
**Senior Public Finance Program Manager**
Bachelor's level education with a technical emphasis in accounting, finance, economics, business operations/industrial management, data analytics, or other related technical degree from an accredited college or university and eighteen years of progressive finance leadership experience delivering proven strategic results focused on growth, business operational excellence, and sustained financial competitiveness. The required years of work experience must include experience in the following:
+ Ten years of experience in public and/or private financing efforts associated with large-scale projects or debt restructuring initiatives.
+ Implementing proficient and scalable business processes with effective internal controls and measurable results.
+ Implementing state, federal, and other requirements.
+ Building high functioning teams, fostering a collaborative and positive workplace where teams can learn, grow, and contribute.
+ Providing and asking for feedback, service to others, and instilling a culture of continuous improvement.
+ Effectively working across workgroups and with all levels in the organization up to and including the Chief Executive Officer, Executive Boards, and external Stakeholders.
+ Driving results, building alignment, and where needed resolving issues through positive leadership and collaboration with others.
**Public Finance Program Manager**
Bachelor's degree with a technical emphasis in accounting, finance, economics, business operations/industrial management, data analytics, or other related technical degree from an accredited college or university and twelve years of progressive finance leadership experience delivering proven strategic results focused on growth, business operational excellence, and sustained financial competitiveness. The required years of work experience must include experience in the following:
+ Five years of experience in public and/or private financing efforts associated with large-scale projects or debt restructuring initiatives.
+ Implementing proficient and scalable business processes with effective internal controls and measurable results.
+ Implementing state, federal, and other requirements.
+ Building high functioning teams, fostering a collaborative and positive workplace where teams can learn, grow, and contribute.
+ Providing and asking for feedback, service to others, and instilling a culture of continuous improvement.
+ Effectively working across workgroups and with all levels in the organization up to and including the Chief Executive Officer, Executive Boards, and external Stakeholders.
+ Driving results, building alignment, and where needed resolving issues through positive leadership and collaboration with others.
**Pay Range:**
**Senior Public Finance Program Manager Salary:** $62,274 - 243,412
202,843 midpoint
**Public Finance Program Manager Salary:** 141,070 - 211,604
176,337 midpoint
Typically, selected candidates are hired between the minimum and midpoint of the range, based on applicable experience and qualifications, market rate, internal equity, and budgetary allowances.
Offers will be negotiated based on each candidate's qualifications.
**Incentive Compensation**
This role is eligible to participate in our annual incentive plan. Incentives are earned based on employee performance against defined metrics and company goals.
**Benefits**
Energy Northwest (EN) offers a highly competitive and substantial benefits package which allows qualifying employees (and their families) to enroll in medical, dental, vision, and basic life insurance. Other voluntary benefits may include flexible spending accounts, tuition reimbursement, supplemental life insurances, credit monitoring, and identity theft insurance. EN offers three retirement programs to qualifying employees including a matching 401(k) deferred compensation plan, the Washington State Pension Plan (PERS), and a 457(b) savings plan. Qualifying employees will also accrue 160 hours of personal time per year and nine paid holidays throughout the calendar year.
We are an Equal Opportunity Employer and do not discriminate due to race, color, age, gender, gender identity, sexual orientation, ethnicity, religion, national origin, veteran status or on the basis of disability.
EEO is the law, click here to learn more ( .

Financial Analyst - Financial Planning

With a culture of recognition and reputation for excellence, ELS is the ideal organization in which to develop a long and successful career!

ELS is hiring for the position of Financial Analyst - Financial Planning in Chicago, Illinois.

The Senior Financial Planning Analyst oversees the development of financial plans, reports, analyses, models, and business decisions to support the maximization of property value.

Your job will include:

• Supervise the analysis of financial operations for a portfolio of regional properties.
• Review and approve the annual budget for the operations team and act as the primary liaison between the team and property managers.
• Review financial analyses and written explanations of budget recommendations.
• Review quarterly re-forecasts based on trend analysis, field requests from the operations team, and present recommendations for forecast adjustments to senior managers.
• Prepare variance analyses to identify key trends, model financial scenarios, and make recommendations based on findings.
• Supervise project-based initiatives to improve process efficiencies and support other departments as needed.

Experience & skills you'll need:

• Bachelor's degree in Finance, Economics or Accounting; Master's degree preferred.
• 4+ years of experience in financial analysis in a property management and/or real estate environment.
• Proficiency in Microsoft Excel and other required software programs.
• Meticulous attention to detail.
• Experience managing multiple projects simultaneously and prioritize based on company needs.
• Ability to work efficiently under pressure, drive projects to completion, and meet deadlines.
• Strong communications and analytical skills and the ability to work both independently and collaboratively.

In return for your excellent skills and abilities, we offer a comprehensive benefits package including: medical, dental, and vision plans, a generous 401(k) employer match, and paid vacations, holidays, and sick time.

Estimated compensation for this position in the states of BC, CA, CO, IL, MD, MN, NJ, NY, and WA is:

Annual Salary: $65,000.00 - $70,000.00

The salary listed is an estimate and not guaranteed. A salary offer will vary based on applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. In addition to the base pay and our benefits, some positions are eligible for bonuses, sales commissions, or incentive pay.

Pay $72000.00 / year

Employment type: Full-Time

Job Description

Req#: 24228

Salary Range

USD $2,000.00/Yr. - USD 83,000.00/Yr.

Overview

The Job in a Nutshell:

The FP&A Financial Analyst will be involved in financial reporting and analysis, budgeting and forecasting, and other special projects. This position has the opportunity to develop into a Senior Financial Planning & Analysis role by demonstrating proficiency in the activities below.

Responsibilities

Main Ingredients:

1. Responsible for elements of the financial close process including reporting, variance analysis and communicating results.
2. Work closely with Accounting and department heads during pre-close meetings.
3. Lead meetings that communicate financial performance to Accounting/Finance and the supported departments.
4. Provide strong business partnership to the supported departments; understand the business issues facing the organization and provide financial alternatives.
5. Analyzes financial performance by compiling data and monitoring trends from various data sources.
6. Assist with the annual budget process and periodic forecasts, including working with department heads to determine necessary forecast adjustments and budget needs.
7. Take ownership of analysis requirements, including setting deadlines, collecting, and analyzing the right data, and effectively communicating key insights.
8. Preparation of reporting and presentation materials for delivery to senior level management.
9. Evaluate and implement systems and processes, including budgeting, planning, reporting, analytical tools.
10. Participate in special projects and ad hoc analysis requests.
11. Additional responsibilities as assigned by the VP Treasurer and Sr. Manager of FP&A.

Although this is a general outline of job responsibilities, all employees are expected to be hands on and do whatever it takes to get the job done and make the company thrive.

Qualifications

Recipe for Success:

1. Bachelors Degree required; finance, accounting, or economics background preferred.
2. Minimum of 2 years of quantitative and/or financial analysis experience required.
3. Prior experience with P&Ls and financial modeling is required.
4. Self-driven with ability to multi-task and work with minimal supervision in a deadlines-oriented environment.
5. Track record of supporting monthly financial processes, and delivering timely and accurate results.
6. Advanced Microsoft Office proficiency, including:
7. Ability to combine and characterize data from multiple sources.
8. Excellent analytical and problem-solving skills to properly organize and structure model to efficiently answer the relevant business question.
9. Experience using a range of Excel functions (statistical functions, logical functions, pivot, lookup/reference functions, text functions, etc.).
10. Strong oral/written communication skills.
11. Must have attention to detail with high standards of accuracy and review.
12. Proficiency with SAP and/or other ERP systems.
13. Proven ability to build relationships with all levels of the organization and departments.

This job description is not an employment contract. It does not guarantee a job or that the above listed duties are the limit of responsibilities. The job and job description are subject to change with and without notice. Employees are required to accomplish any and all tasks assigned to him/her by their Manager and/or other Store Support Center manager that might not be listed in this job description.

Benefits

Heres an overview of the benefits we offer our good4u Crew to help ensure the health and wellbeing of you and your family, now and well into the future:

All Crew Members:

• Birthday Bonus Pay
• Vitamin Bucks (up to 2,080 earned as store credit annually)
• Holiday Pay for 5 Holidays Stores Closed
• Paid Time Off (sick days and vacation) that Increases with Tenure
• Paid Nutrition Education
• good4u Crew Member Discount
• {N}power Program (customer appreciation and rewards program)
• Regular, Scheduled Pay Increases
• Advancement Opportunities and Career Development
• Health and Wellness Program
• Employee Assistance Program (EAP)
• Employee Referral Program

Full-Time Crew Members (30+ hours/week):

• Medical, Dental and Vision Insurance
• Paid Parental Leave
• Paid Medical Leave (through company paid short-term disability insurance)
• Company Paid Short-Term Disability Insurance
• Company Paid Life Insurance
• Voluntary Benefits Including Hospital Indemnity, Accident Insurance, Long-Term Disability Insurance, Term Life Insurance
• Retirement Savings Plan (401k) with discretionary Company Match
• Healthcare and Dependent Care Flexible Spending Account (FSA)
• Health Savings Account (HSA) with Company Match

Diversity Statement

At the heart of Natural Grocers' commitment to our community and crew is this belief: All people should be empowered to experience health and wellbeing! We cannot be true to this conviction without honoring diversity and cultivating inclusion throughout every aspect of our organization.

At Natural Grocers, we honor our differences, embrace diversity, and cultivate inclusion because both individual and societal health are rooted in these principles. Our Crew is diverse not only in gender, race, ethnicity, sexual orientation, religion, abilities, and age but also in cultural backgrounds, thoughts, and ideas. Celebrating our diversity refreshes, expands, and shapes our perspective, energizing our mission of equitable access to health and wellness for all. We welcome everyone who would like to join us in this mission, with gratitude for the unique life experience each person brings to the table. Were committed to nurturing an ecosystem of diversity and inclusion in which our Crew can continue to thrive.

Physical and Environmental Requirements

Physical Requirements:

• Must have the ability to occasionally lift or carry up to 50 lbs.
• Must have the ability to occasionally push or pull up to 30 lbs.
• Must be able to constantly use the computer for data entry and use of mouse.
• Must be able to constantly sit, use fine motor manipulations, and reach outward for the duration of the work shift.
• Must be able to frequently grip, bend, twist, and turn.
• Must be able to occasionally walk, stand, squat, kneel, and reach above chest as needed.

Environmental Requirements:

• Must be able to work occasionally with cold, heat, sharp tools and equipment, noise, contact stress, dust, fumes, and congested worksite.

About the company

A natural & organic grocery store featuring free nutrition education and your favorite food, body care & dietary supplements at always affordable prices.

#J-18808-Ljbffr

The Financial Planning Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
**Responsibilities:**
+ Support senior financial planners by preparing, maintaining and evaluating comprehensive financial plans
+ Involved in all aspects of the financial planning business and processes from client meetings to business reporting
+ Work jointly with Private Bankers and Investment Counselors to take clients and prospective clients through the financial planning process (introduction, data gathering, plan creation, plan delivery, and implementation)
+ Ad hoc reporting and analyses
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 2-5 years relevant experience
+ Strong verbal and written communication skills
+ Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred
+ Understanding of cash flow planning, investment planning, income tax planning, retirement planning, insurance planning, and estate planning
+ Must be a self-starter, problem solver and a goal-oriented team player
**Education:**
+ Bachelor's/University degree or equivalent experience
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**Job Family Group:**
Private Client Coverage
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**Job Family:**
Financial Planning Services
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**Time Type:**
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**Primary Location:**
Ofallon Missouri United States
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**Primary Location Full Time Salary Range:**
$78,990.00 - $110,210.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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**Anticipated Posting Close Date:**
Aug 07, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Job Title: FP&A Analyst
Job Description
As an FP&A Analyst you will play a crucial role in analyzing financial information and preparing financial reports to determine or maintain records of assets, liabilities, profit and loss, tax liability, and other financial activities within the organization. You will be responsible for effectively communicating financial information and advising executives on financial strategies.
Responsibilities
+ Review accounting records, financial statements, and other financial reports created by staff to assess accuracy, completeness, and conformance to reporting and procedural standards.
+ Review and approve budgets and periodic reports that compare budgeted costs to actual costs.
+ Create recordkeeping and accounting systems.
+ Prepare forms and manuals for accounting and bookkeeping personnel and direct their work activities.
+ Survey operations to ascertain accounting needs and recommend or develop solutions to business and financial problems.
+ Advise executives about issues such as resource utilization, tax strategies, and the assumptions underlying budget forecasts.
+ Review and analyze data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies.
+ Analyze and verify annual reports, financial statements, and other records using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning.
Essential Skills
+ Verbal and written communication skills, attention to detail, and critical thinking.
+ Expert ability to work independently and manage one's time.
+ Expert ability to apply accounting and mathematical principles to work as needed.
+ Expert ability to analyze business trends and project future revenues and expenses.
+ Expert knowledge of federal, state, and company policies, procedures, and regulations as related to accounting.
+ Previous experience with computer applications such as Microsoft Word, Excel, and PowerPoint and any other related accounting software.
Additional Skills & Qualifications
+ Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
+ 5+ years of financial and/or accounting experience.
+ Advanced Excel skills, analytical skills, technologically sound.
+ Alteryx and/or Snowflake user skills are desired.
+ Good communication skills, supportive team member, ability to escalate appropriately when needed.
Work Environment
This role requires working onsite. You will collaborate with the FP&A team's processes and the Corporate Reporting team, handling monthly reporting related to various financial aspects. The work environment is professional and demands adherence to dress codes appropriate for the business setting.
Pay and Benefits
The pay range for this position is $45.00 - $48.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
- Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully onsite position in Nashville,TN.
Application Deadline
This position is anticipated to close on Jul 31, 2025.
About Aston Carter:
Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email (% ) for other accommodation options.

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
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