26,456 Financial jobs in the United States

Financial Analyst

Are you an experienced Finance professional looking for a challenging new career opportunity which will allow you to drive impact through collaboration with colleagues within the Financial Planning & Analysis Department? If so, ServiceLink, a leader in the mortgage industry, invites you to apply for the opening of Financial Analyst, a position which carries the responsibility of supporting organizational leaders in understanding and reporting their operational metrics. If you are passionate about business intelligence and thrive on the force it can have within a growing business, you could be a highly valuable asset to ServiceLink, a dynamic company committed to providing on-going training and supporting career advancement.

Occasional meetings in the Pittburgh PA office may be required, so applicants within reasonable commuting distance to Irving or Pittsburgh office may be given preference.

Applicants must be authorized to work for any employer in the U.S., without the need for current or future sponsorship. We are unable to sponsor or take over sponsorship of an employment Visa for this role at this time.

A Day In The Life

In this role, you will

• Be responsible for providing accurate and efficient reporting; analytics of actual and forecasted financials; preparation of annual budgets as well as other ad hoc analytics and reporting.
• Prepare monthly, quarterly, and yearly budget and forecasts as well as other ad hoc analytics and reporting.
• Provide analytics necessary to help business leaders manager their business units efficiently.
• Provide detailed comparisons and variance analytics Vs baseline financials.

Who You Are

You possess

• BS/BA degree in Finance/Accounting required.
• 1 to 3 years of experience in Financial Planning and Analysis.
• Strong organizational and decision-making skills.
• Exceptional interpersonal/communication and business partnering skills.

Responsibilities

• Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability
• Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts.
• Participate in monthly, quarterly, and yearly budget and forecast development.
• Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.).
• Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives.
• Develop methodologies, dashboards, and models for Operational metric budgeting and reporting.
• Produce ad hoc analysis and reports for executive management team.
• Analyze business opportunities, research industry, market and company trends.
• Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation.
• Participate in the monthly quarterly and quarterly financial close process.
• Perform all other duties assigned.

Qualifications

• BS/BA degree in Finance/Accounting
• 1-3 Years of experience in a Financial Planning & Analysis or related role.
• Experience in Financial Services preferred.
• MS Office Suite; advanced understanding of Excel and modeling (required).
• Experience working with large datasets is a plus.
• Oracle GL or similar accounting GL understanding.
• Experience with a financial reporting tool.
• BI experience is a plus (Power BI, SQL, etc.)

Financial Analyst

We're committed to being the clean energy leader in Louisiana. By investing in renewables like solar and utilizing carbon capture and sequestration technology to make our air cleaner, we're in this for the long haul, because our state and future generations depend on it. Come be a part of our journey at Cleco where we're Energizing Your Tomorrow. The Financial Analyst is an experienced professional with aptitude for and some knowledge of analytic principles, practices, concepts, and theories. The incumbent contributes to the development of Cleco's corporate budget and financial forecast; provides technical and business analytical support to the planning process; provides reporting with variance analysis, financial analysis and financial sensitivities. The incumbent assists with model execution, maintenance and contributes to modeling improvements for accurate and efficient processes and procedures; collaborates with team members and other stakeholders for product consistency and individual development.

Key Responsibilities

• Participate in the development of financial business plan that aligns with the strategic business goals and business planning schedule of Cleco
• Provide analytical, forecasting, reporting, and project support to FP&A leadership team
• Create monthly and ad hoc reports, which include key metrics, financial results, and variance reporting
• Learn and provide technical assistance in the daily updates and maintenance of FP&A planning applications
• Develop models, analyze and interpret financial data, and create financial models to support decision making
• Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
• Build and maintain strong internal relationships with business partners, team members, and senior management to effectively contribute to strategic decisions that require coordination across multiple business functions
• Responsible for self-development and continuous learning, to deliver successful project outcomes with a customer-centric approach
• Collaborate with team members and prioritize deliverables to achieve project objectives as scheduled
• Use data and analytics to support continuous improvement to reduce cost and improve program quality; identify areas to automate routine manual tasks
• Participate in the integration of current systems (e.g., SAP) and analytical techniques to enhance/streamline current operations
• Learn and stay up to date on company GAAP, regulatory accounting methods, understanding of SAP settlement rules and the use of relevant applications primarily Microsoft Office (Power Point, Excel advanced techniques) and SAP (BPC, Analysis for Office, EPM, WEBI Reporting, PPM); develop a thorough understanding of SAP settlement rules
• Champion a corporate culture that emphasizes transparency, integrity, safety, environmental responsibility, employee development, diversity and inclusion, customer service, and operational excellence

Qualifications

Required Education, Experience, Skills

• Bachelor's degree in Accounting, Finance, Business or related field
• 3-5+ years of related experience
• Working knowledge of relevant state, federal, and local regulations
• Business acumen pertaining to the utility industry preferred
• Knowledge of leading practices in FP&A
• Planning and project management skills
• Willingness and ability to learn new technologies on the job
• Proficient at functioning effectively within a team environment, presenting ideas and opinions in a professional and collegial manner

Primary Competencies

BEHAVIORAL

• Balances Stakeholders
• Drives Vision & Purpose
• Drives Results
• Ensures Accountability
• Business Insight
• Instills Trust
• Communicates Effectively
• Nimble Learning
• Courage
• Plans & Aligns
• Demonstrates Self-Awareness
• Strategic Mindset
• Safety

TECHNICAL (Core for Function)

• Financial Reporting & Data Analysis
• Planning, Forecasting, Budgeting
• Industry and Business Knowledge
• Risk Management
• Financial Modeling
• Business Partnering
• M&A Analysis

May perform other duties as assigned.

Salary dependent on experience, skills, education, and training.

Financial Analyst

We're committed to being the clean energy leader in Louisiana. By investing in renewables like solar and utilizing carbon capture and sequestration technology to make our air cleaner, we're in this for the long haul, because our state and future generations depend on it. Come be a part of our journey at Cleco where we're Energizing Your Tomorrow.

The Financial Analyst is an experienced professional with aptitude for and some knowledge of analytic principles, practices, concepts, and theories. The incumbent contributes to the development of Cleco's corporate budget and financial forecast; provides technical and business analytical support to the planning process; provides reporting with variance analysis, financial analysis and financial sensitivities. The incumbent assists with model execution, maintenance and contributes to modeling improvements for accurate and efficient processes and procedures; collaborates with team members and other stakeholders for product consistency and individual development.

Key Responsibilities

• Participate in the development of financial business plan that aligns with the strategic business goals and business planning schedule of Cleco
• Provide analytical, forecasting, reporting, and project support to FP&A leadership team
• Create monthly and ad hoc reports, which include key metrics, financial results, and variance reporting
• Learn and provide technical assistance in the daily updates and maintenance of FP&A planning applications
• Develop models, analyze and interpret financial data, and create financial models to support decision making
• Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
• Build and maintain strong internal relationships with business partners, team members, and senior management to effectively contribute to strategic decisions that require coordination across multiple business functions
• Responsible for self-development and continuous learning, to deliver successful project outcomes with a customer-centric approach
• Collaborate with team members and prioritize deliverables to achieve project objectives as scheduled
• Use data and analytics to support continuous improvement to reduce cost and improve program quality; identify areas to automate routine manual tasks
• Participate in the integration of current systems (e.g., SAP) and analytical techniques to enhance/streamline current operations
• Learn and stay up to date on company GAAP, regulatory accounting methods, understanding of SAP settlement rules and the use of relevant applications primarily Microsoft Office (Power Point, Excel advanced techniques) and SAP (BPC, Analysis for Office, EPM, WEBI Reporting, PPM); develop a thorough understanding of SAP settlement rules
• Champion a corporate culture that emphasizes transparency, integrity, safety, environmental responsibility, employee development, diversity and inclusion, customer service, and operational excellence

Qualifications

Required Education, Experience, Skills

• Bachelor's degree in Accounting, Finance, Business or related field
• 3-5+ years of related experience
• Working knowledge of relevant state, federal, and local regulations
• Business acumen pertaining to the utility industry preferred
• Knowledge of leading practices in FP&A
• Planning and project management skills
• Willingness and ability to learn new technologies on the job
• Proficient at functioning effectively within a team environment, presenting ideas and opinions in a professional and collegial manner

Primary Competencies

Behavioral

• Balances Stakeholders
• Drives Vision & Purpose
• Drives Results
• Ensures Accountability
• Business Insight
• Instills Trust
• Communicates Effectively
• Nimble Learning
• Courage
• Plans & Aligns
• Demonstrates Self-Awareness
• Strategic Mindset
• Safety

Technical (Core for Function)

• Financial Reporting & Data Analysis
• Planning, Forecasting, Budgeting
• Industry and Business Knowledge
• Risk Management
• Financial Modeling
• Business Partnering
• M&A Analysis

May perform other duties as assigned.

Salary dependent on experience, skills, education, and training.

Kapi'olani Medical Center for Women & Children is Hawai'is only maternity, newborn and pediatric specialty hospital. It is well recognized as Hawai'is leader in the care of women, infants and children. With 253 beds, the not-for-profit hospital delivers 6,000 babies a year, and is also a medical teaching and research facility. Specialty services for patients throughout Hawai'i and the Pacific Region include intensive care for infants and children, 24-hour emergency pediatric and adult care, critical care air transport and high-risk perinatal care. Over 1,400 employees and more than 700 physicians provide specialty care at Kapi'olani. The hospital is home to the Kapi'olani Womens Center and the Womens Cancer Center, and offers numerous community programs and services, such as specialty pediatric clinics, the Kapi'olani Child Protection Center and the Sex Abuse Treatment Center.

The Financial Planning department provides quality financial services to the organizations systems, directors and internal staff by acting as a liaison and business partner. Department staff offer in-depth financial analysis and review of the organizations operations to understanding past financial performance and its impact on the future; develop new and effective programs; and to ensure the financial viability of the entire organization over time.

If you are gifted with numbers and have great financial instincts, you could be the ideal candidate for our Senior Financial Analyst position. In this role, you will provide financial analysis and review of our operations to understand past and future performance; develop new programs and ensure the Systems financial viability over the short and long term. We are looking for someone detail-oriented and driven, with an appreciation for financial and operational integrity, and a commitment to delivering the highest quality health care to Hawaiis people.

Location: Kapiolani Medical Center for Women and Children

Work Schedule: Day - 8 Hours

Work Type: Full Time Regular

FTE: 1.000

Bargaining Unit: Non-Bargaining

Exempt: Yes

Minimum Qualifications: Bachelor's degree in Business, Finance, Accounting, or other related field and/or equivalent combination of education, training and experience. Five (5) years experience in business, accounting, or financial analysis, with computer background.

Preferred Qualifications: Master's degree. Current Certified Public Accountant (CPA) certification. Health care experience.

EOE/AA/Disabled/Vets

Hawaii Pacific Health offers a comprehensive and competitive total rewards package that includes pay and benefits. Rate of pay for selected candidates will be determined by various factors including knowledge, skills, abilities, relevant experience and training, as well as internal peer equity.

Position Financial Analyst, Senior - Financial Planning

Location Kapiolani Medical Center for Women & Children, Honolulu, HI | Finance | Full Time Regular

Req ID 30311

Pay Range: 71,344.00 - 102,086.40 USD per hour

Category: Finance

Job Type: Full Time Regular

#J-18808-Ljbffr

Kapi'olani Medical Center for Women & Children is Hawai'i's only maternity, newborn and pediatric specialty hospital. It is well recognized as Hawai'i's leader in the care of women, infants and children. With 253 beds, the not-for-profit hospital delivers 6,000 babies a year, and is also a medical teaching and research facility. Specialty services for patients throughout Hawai'i and the Pacific Region include intensive care for infants and children, 24-hour emergency pediatric and adult care, critical care air transport and high-risk perinatal care. Over 1,400 employees and more than 700 physicians provide specialty care at Kapi'olani. The hospital is home to the Kapi'olani Women's Center and the Women's Cancer Center, and offers numerous community programs and services, such as specialty pediatric clinics, the Kapi'olani Child Protection Center and the Sex Abuse Treatment Center.
The Financial Planning department provides quality financial services to the organization's systems, directors and internal staff by acting as a liaison and business partner. Department staff offer in-depth financial analysis and review of the organization's operations to understanding past financial performance and its impact on the future; develop new and effective programs; and to ensure the financial viability of the entire organization over time.
If you are gifted with numbers and have great financial instincts, you could be the ideal candidate for our Senior Financial Analyst position. In this role, you will provide financial analysis and review of our operations to understand past and future performance; develop new programs and ensure the System's financial viability over the short and long term. We are looking for someone detail-oriented and driven, with an appreciation for financial and operational integrity, and a commitment to delivering the highest quality health care to Hawai'i's people.
Location: Kapiolani Medical Center for Women and Children
**Work Schedule:** Day - 8 Hours
**Work Type:** Full Time Regular
**FTE:** 1.000
**Bargaining Unit:** Non-Bargaining
**Exempt:** Yes
**Req ID** 30311
**Pay Range:** 71,344.00 - 102,086.40 USD per hour
**Category:** Finance
**Minimum Qualifications:** Bachelor's degree in Business, Finance, Accounting, or other related field and/or equivalent combination of education, training and experience. Five (5) years experience in business, accounting, or financial analysis, with computer background.
**Preferred Qualifications:** Master's degree. Current Certified Public Accountant (CPA) certification. Health care experience.
EOE/AA/Disabled/Vets
Hawai'i Pacific Health offers a comprehensive and competitive total rewards package that includes pay and benefits. Rate of pay for selected candidates will be determined by various factors including knowledge, skills, abilities, relevant experience and training, as well as internal peer equity.

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.

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 ( .

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 ( .