18,619 Financial jobs in the United States
Financial Analyst, Senior - Financial Planning
Posted 11 days ago
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Job Description
At Hawai'i Pacific Health 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.
Under the general direction of the Department Director or designee, provides financial analysis and review of system operations to understand past performance and its impact on the future, to develop new programs and to ensure the financial viability of the system over the short and long term. 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 System operations to understand past performance and its impact on the future, and develop new programs to ensure the financial viability of the System over the short and long term. We are looking for a detail-oriented and driven individual with an appreciation for financial and operational integrity, and a commitment to creating a healthier Hawai'i.
**Location:** Wilcox Medical Center
**Work Schedule:** Day - 8 Hours
**Work Type:** Full Time Regular
**FTE:**
**Bargaining Unit:** Non-Bargaining
**Exempt:** Yes
**Req ID** 30838
**Pay Range:** 71,344 - 102,086 USD per year
**Category:** Finance
**Minimum Qualifications:** Bachelor's degree in Business, Finance, Accounting or other related field and/or equivalent combination of education, training and experience. Valid driver's license, abstract and current Hawaii auto insurance. 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.
Financial Analyst I - Financial Planning
Posted 9 days ago
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Job Description
**JOB SUMMARY**
ONEOK is seeking a highly motivated individual to join the Natural Gas Pipelines (NGP) Financial Planning and Analysis team. This role works closely with all NGP departments and requires excellent customer service and effective communication.
This role is hybrid:
Office Tulsa - Monday, Tuesday, and Thursday
Remote - Wednesday and Friday
Supports in understanding the financial performance of assets and enabling informed decision-making and strategic planning. This role is responsible for analyzing financial data, preparing reports and supporting the monthly flash and annual budget process to ensure accurate financial planning and performance tracking.
Actively contributes to the decision-making process throughout the organization by delivering accurate, timely and consistent analysis, insights and recommendations; in addition to driving innovation and continuous improvement through the development of value-add forecasting, analytical tools and collaboration across ONEOK's business.
- Forecasting / budgeting
- Reporting and variance analysis
- Partner with cross-functional teams
- Evaluate current processes and make recommendations for enhancements
**Job Profile Summary**
Assist with the preparation and maintenance of financial information pertaining to forecasting, financial modeling and annual plan for each of the segments and/or corporate planning.
**Essential Functions and Responsibilities**
+ Compile information that simulates forecasting trends including, but not limited to:
+ Volumes
+ Price
+ Spread
+ Financial ratios
+ Research variances and provide explanations and documentation to explain the validity of variances between plan, forecast and actual figures
+ Compile and/or create reports as applicable to position including, but not limited to:
+ Forecasted versus actual expense
+ Projections/forecasts
+ Financial ratios
+ Investment opportunities
+ Working capital requirements
+ Rates of return
+ Financial statements
+ Industry specific financial schedules
+ Dividends and distributions
+ Corporate overhead expenses
+ Capital expenditures
+ Assist with deliverables of financial information including, but not limited to:
+ Financial reports
+ Board of Directors presentations
+ Investor presentations
+ Assist with the development and review of modeling operational, economic, management and accounting data
+ Gather and compile information that will be provided to employees from auditing firms, management, and others concerning planning, accounting processes, various financial reports, and forecasts
**Education**
+ Bachelor's Degree in finance, accounting, or other related field and/or equivalent formal education including the following job-related experience:
**Work Experience**
+ Experience in use of software such as: Microsoft Excel, Word, Access, PowerPoint or Hyperion Planning
+ Knowledge, experience and/or training related to:
+ Economic forecasting/modeling and planning and forecasting functions
+ Communication/interpersonal skills
+ Commodity marketing
+ Financial risk management
+ Report writing
+ Experience researching, composing, reconciling, and preparing reports, studies, forecasts, financial models and correspondence applicable to position
+ Experience reading and analyzing financial statements
+ Experience interacting, advising, and communicating effectively
+ Experience working in a team environment
+ Experience developing and presenting information to individuals and groups
+ Experience with prioritizing work load and deliverables
**Knowledge, Skills and Abilities**
+ Ability to: interpret and apply financial planning and analysis methods and procedures
+ Knowledge of: generally accepted accounting methods and procedures
+ Knowledge of: areas related to finance and treasury
+ Ability to: apply math, algebra, and statistical methods
+ Ability to: communicate and/or exchange information; conduct oral presentations
**Licenses and Certifications**
+ None required
**Strength Factor Rating - Physical Demands/Requirements**
+ Sedentary Work - Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
**Strength Factor Description - Physical Demands/Requirements**
+ Standing: Remaining on one's feet in an upright position at a work station without moving about (Occasionally)
+ Walking: Moving about on foot (Frequently)
+ Sitting: Remaining in a seated position (Constantly)
+ Lifting: Raising or lowering an object from one level to another (includes upward pulling) (Occasionally)
+ Carrying: Transporting an object, usually holding it in the hands or arms, or on the shoulder (Occasionally)
+ Pushing: Exerting force upon an object so that the object moves away from the force (Occasionally)
+ Pulling: Exerting force upon an object so that the object moves toward the force (includes jerking) (Occasionally)
+ Climbing: Ladders, Stairs (Occasionally)
+ Balancing: Maintaining body equilibrium to prevent falling (Occasionally)
+ Stooping: Bending the body downward and forward by bending the spine at the waist (Occasionally)
+ Kneeling: Bending the legs at the knees to come to rest on the knee or knees (Occasionally)
+ Crouching: Bending the body downward and forward by bending the legs and spine (Occasionally)
+ Crawling: Moving about on the hands and arms in any direction (Occasionally)
+ Reaching: Extending hands and arms in any direction (Constantly)
+ Handling: Seizing, holding, grasping, turning or otherwise working with the hand or hands (Manual Dexterity) (Constantly)
+ Fingering: Picking, pinching or otherwise working with the fingers primarily (Finger Dexterity) (Constantly)
+ Feeling: Perceiving such attributes of objects/materials as size, shape, temperature, texture, movement or pulsation by receptors in the skin, particularly those of the finger tips (Constantly)
+ Talking: Expressing or exchanging ideas/information by means of the spoken word (Frequently)
+ Hearing: Perceiving the nature of sound by the ear (Frequently)
+ Tasting/Smelling: (Occasionally)
+ Near Vision: Clarity of vision at 20 inches or less (Constantly)
+ Far Vision: Clarity of vision at 20 feet for more (Frequently)
+ Depth Perception: Three-dimensional vision; ability to judge distances and spatial relationships so as to see objects where and as they actually are (Frequently)
+ Vision: Color - The ability to identify and distinguish colors (Constantly)
**Working Conditions/Environment**
+ Employee is subject to inside environmental conditions
**Working Conditions**
+ Well lighted, climate controlled areas (Constantly)
+ Frequent repetitive motion (Constantly)
+ CRT (Computer Monitor(s)) (Constantly)
**Travel**
+ Travel in and around office facilities system wide.
**Driving**
+ Based on assigned tasks, employee may be assigned a company vehicle requiring the applicable driver's license
_ONEOK is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, sex, pregnancy, sexual orientation, age, religion, creed, national origin, gender identity, disability, military/veteran status, genetic information or any other categories protected by applicable law._
_The job description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of ONEOK._
_ONEOK is committed to making our workplace accessible to individuals with disabilities and will provide reasonable accommodations, upon request, for individuals to participate in the application and hiring process. To request an accommodation email or call ._
**Expected Salary Range**
$58,000.00 - $86,000.00
At ONEOK (NYSE: OKE), we deliver energy products and services vital to an advancing world. We are a leading midstream operator that provides gathering, processing, fractionation, transportation, storage and marine export services. Through our approximately 60,000-mile pipeline network, we transport the natural gas, natural gas liquids (NGLs), refined products and crude oil that help meet domestic and international energy demand, contribute to energy security and provide safe, reliable and responsible energy solutions needed today and into the future. As one of the largest integrated energy infrastructure companies in North America, ONEOK is delivering energy that makes a difference in the lives of people in the U.S. and around the world.
Financial Planning Analyst
Posted today
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Job Description
Asphalt Specialists LLC and its affiliates (ASI) is a recognized national leader in the asphalt industry, known for our commitment to quality, innovation, and operational excellence. Our expertise in asphalt services, from paving to maintenance and rehabilitation, has positioned us as a trusted partner in delivering high-performance infrastructure solutions. ASI is dedicated to maximizing value for our clients while ensuring long-term durability and superior service.
We are seeking a detail-oriented and highly analytical FP&A Analyst with experience in the construction industry. This role will serve as a bridge between Accounting and Operations, providing accurate financial reporting, forecasting support, and operational metrics that drive informed decision-making.
The FP&A Analyst will support the CFO, Director of Operations, and COO by preparing financial analyses, developing performance metrics (KPIs), and improving visibility into job-level and company-wide results. A key part of this role will be helping the COO and Director of Operations become more financially savvy by explaining accounting and finance concepts in clear, practical terms, enabling stronger decision-making.
Key Responsibilities:
Financial Planning & Forecasting
- Assist in the preparation and maintenance of financial forecasts and models.
- Prepare monthly variance analysis (budget vs. actual, forecast vs. actual) and explain key drivers.
- Support budgeting processes and job-level forecasting for labor, trucking, and equipment utilization.
Operational Analytics & KPIs
- Develop and update dashboards and reporting tools to track operational and financial performance.
- Provide Operations leadership with clear, actionable data on job performance, costs, and efficiency metrics.
- Generate job-level insights that improve accountability and operational decision-making.
Cross-Functional Support & Financial Education
- Partner with Accounting and Operations to ensure consistent, accurate data across reporting systems.
- Explain financial and accounting concepts to the COO and Director of Operations, making data more accessible and actionable.
- Provide ad hoc analysis and reporting to support Operations and Finance leadership.
- Assist with standardizing reports across systems that currently do not interface.
Process & Data Improvement
- Help streamline manual reporting processes and improve efficiency in data collection.
- Support efforts to ensure integrity and alignment of data across Accounting, Jobs, and Operations.
- Recommend ways to automate reporting and improve timeliness of insights.
Other Duties
- Assist with any other financial, operational, or accounting projects as the need arises.
Qualifications & Requirements:
- Bachelor’s degree in finance, Accounting, or related field.
- Minimum of 5+ years of experience in FP&A, financial analysis, or related roles; construction industry experience strongly preferred.
- Solid knowledge of forecasting, budgeting, job costing, and financial reporting.
- Strong Microsoft Excel skills: experience with construction or accounting software is a plus.
- Strong analytical and problem-solving skills with the ability to work with large, complex data sets.
- Excellent communication skills with the ability to simplify and explain financial concepts to non-financial leaders.
- Highly organized, detail-oriented, and proactive with the ability to manage multiple priorities.
The FP&A Analyst will also possess the following attributes:
- Meets all the Company’s core values.
- Strong attention to detail and analytical rigor.
- Ability to work independently and as part of a collaborative team.
- Strong written and verbal communication skills.
- Commitment to deadlines, accuracy, and confidentiality.
- Critical thinking skills and ability to turn data into action.
Physical Demands and Work Environment:
The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Ability to sit for prolonged periods of time.
- Ability to work at a computer for prolonged periods of time.
- Ability to work under pressure and meet deadlines.
- Ability to travel to job sites, meetings, and/or conferences as needed.
- Ability to communicate via telephone, email, video, or in-person. Ability to present to small groups.
Disclaimer:
All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills, and/or ability deemed necessary to perform the job proficiently. You may be required to perform other or different job-related duties as requested by your supervisor, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with the Company is "at-will." The Company is an Equal Opportunity Employer.
Why Join ASI?
At ASI, we take pride in being an industry leader in asphalt services, offering cutting-edge solutions, a strong culture of safety, and a commitment to operational excellence. As an FP&A Analyst, you will have the opportunity to strengthen financial and operational collaboration, improve forecasting, and provide the data that supports smarter business decisions. You will also play a key role in educating Operations leaders on financial concepts, helping them make more informed, data-driven decisions. If you are motivated to grow in a fast-paced and dynamic construction environment, we invite you to apply.
Financial Planning Analyst
Posted today
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Job Description
FP&A Analyst Opportunity – Austin, TX
A growing, Texas-based construction company is creating a brand-new position to strengthen its finance team.
The person who will thrive here is analytical, proactive, and loves finding ways to make data work harder. You’ll be building dashboards, automating manual reports, and digging into variance analysis, while still keeping your accounting fundamentals sharp.
Key things you’ll be doing:
- Performing variance and trend analysis on SG&A and indirect costs
- Building dashboards, macros, and automation to streamline reporting
- Supporting budgeting, forecasting, and P&L organization by division
- Assisting with reconciliations, journal entries, and occasional inventory counts
- Manipulating and analyzing complex data sets to uncover insights and drive smarter decisions
Why this role stands out:
- Impact from day one – your work will directly influence how leadership makes decisions
- Growth potential – the company is expanding, and they promote from within
- Collaborative leadership – open-door style, no micromanagement
- Hands-on exposure – FP&A, budgeting, process improvement, and P&L reporting
What We're looking for:
- 3–5 years in FP&A, accounting, or audit (construction industry experience is a plus)
- Strong Excel/data skills (pivot tables, macros, data manipulation)
- Comfortable with ERP systems (Viewpoint or similar)
- A proactive, solutions-oriented mindset
$80K–$95K + benefits | On-site in Austin | Minimal travel | Career growth opportunity
*Please note this role does not offer any form of sponsorship.
Financial Planning Analyst
Posted today
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Job Description
The Central Financial Planning & Analysis (FP&A) group is a critical role in company success, providing senior leaders with visibility of company entities financial trajectory, advising on trade-offs, risks and opportunities and aligning financial strategies with operational goals. This role is led by the Central FP&A Manager and will work closely with FP&A and Accounting peers to deliver planning and project deliverables.
The ideal candidate is an experienced, high performing analyst that can hit the ground running in a high pressure/high performance environment, and quickly learn data structures and our business to make an impact on the planning deliverables.
Responsibilities:
- Strong technical accounting skills, applies in depth knowledge of the drivers of Profit & Loss and Balance Sheet to prepare forecasts and plans
- Proficiency with researching data in SAP (not transactional processing) and building dashboards and analyzing data in Tableau or other analytical tools
- Strong business acumen with an understanding of the marketing, accounting, decision support models, operations, leadership, and financial levers that drive sales, margin and profit and balance sheet impacts
- Deep experience with data mining, data analytics, predictive modeling, and advanced modeling techniques
- Ability to simplify and concisely communicate complex financial concepts and forecast outputs
- Business acumen to run FP&A processes for a multi-entity portfolio of companies (including commercial and operational units)
- Create high quality outputs for senior stakeholders with short turnaround time
- Ability to work independently, productively, and follow through on all responsibilities to bring projects to a successful conclusion
- Collaborating with cross-functional partners; being able to guide leaders and provide feedback / direction on investment and commercial decisions
- Ability to apply knowledge of multidisciplinary business principles and practices to achieve successful outcomes in cross-functional projects and activities
- Ability to translate business needs and goals into an analytic approach and response.
- Ability to communicate complex finance concepts effectively to non-finance leaders.
Qualifications:
- 10+ years of experience in financial planning, reporting and analysis, preferably in centralized/corporate capacity
- Technical accounting experience, e.g. auditor, accounting roles desired.
- Minimum education level: BS in Finance, Accounting, Business, or equivalent
- Desired Skills:
- MBA
- CPA, CFA or equivalent
- Strong MedTech / Industrial Goods industry knowledge preferred with understanding of various specialties we serve
Pay Rate: $55-$70/hour
Financial Planning Analyst
Posted 5 days ago
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We are looking for a skilled Financial Planning Analyst to join our team in Solano County, California. This role is integral to driving financial insights and supporting strategic business decisions through detailed analysis and collaboration with cross-functional teams. The ideal candidate will possess strong analytical expertise and the ability to communicate complex financial concepts to non-financial stakeholders.
Responsibilities:
- Develop and maintain detailed financial models to support budgeting, forecasting, and strategic planning efforts.
- Analyze financial data to identify trends, variances, and opportunities for optimization.
- Partner with Sales, Marketing, and other departments to provide actionable insights and drive business growth.
- Prepare and present financial reports and recommendations to senior leadership and stakeholders.
- Contribute to the development and implementation of financial strategies to improve operational efficiency.
- Conduct ad hoc financial analyses to address specific business challenges and opportunities.
- Utilize advanced Excel techniques and financial systems like NetSuite to streamline reporting processes.
- Support the organization in managing multiple priorities within a fast-paced environment.
- Collaborate with cross-functional teams to ensure accurate and timely financial information.
- Assist in data mining and analysis to enhance decision-making and forecasting accuracy.
Requirements - Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Minimum of 4-6 years of experience in financial planning and analysis, corporate finance, or a related role.
- Proven ability to collaborate effectively with Sales and Marketing teams for at least two years.
- Expertise in financial modeling, budgeting, and forecasting.
- Proficiency in Microsoft Excel and familiarity with financial systems like NetSuite is preferred.
- Strong communication skills, both written and verbal, with the ability to simplify complex financial concepts.
- Ability to thrive in a fast-paced environment and manage multiple priorities simultaneously.
- Solid experience in data mining techniques and variance analysis.
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 ( .
Financial Planning Analyst

Posted 11 days ago
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Job 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 ( .
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Financial Planning Analyst

Posted 11 days ago
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Job 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 ( .
Financial Planning Analyst
Posted 11 days ago
Job Viewed
Job 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 ( .
Financial Planning Analyst
Posted today
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Job Description
Job Description
Join Kistler – A Global Leader in Measurement Technology!
At Kistler , we’re revolutionizing industries with cutting-edge dynamic measurement technology that helps customers optimize their products and processes. From automotive development to smart manufacturing, our Swiss-engineered sensor solutions are driving the future of electrified drive systems, industrial automation, and emission reduction.
Purpose of the Position: The Financial Planning Analyst supports both commercial decision-making and strategic planning across the organization. This role blends commercial controller responsibilities—such as sales and margin analysis, product profitability, and reporting—with robust financial planning duties, including forecasting, investment evaluation, project financial modeling, and risk and opportunity (R&O) tracking. As a key financial partner to Sales and Executive Leadership, the FP&A Analyst will deliver clear, data-driven insights that guide strategic decisions and drive financial performance.
Key Responsibilities:
Commercial Finance & Controlling:
- Provide critical financial insights and decision support on revenue, margin, pricing, and product mix.
- Analyze and report monthly bookings, billings and profitability (CM1) by region, customer, and product group, highlighting key trends, deviations, and opportunities.
- Prepare detailed Sales Center P&L reports up to CM2.
- Support sales teams with accurate bookings and billings forecasting.
- Monitor performance against targets and KPIs, collaborating with commercial leaders to understand variances and implement corrective actions.
Financial Planning & Forecasting:
- Lead the annual budget, 3-year mid-term plan, and quarterly forecasting processes for sales, gross margin, and cost centers, ensuring alignment with Group Controlling guidelines.
- Conduct in-depth variance analysis to explain differences between actual and budgeted results, providing actionable insights.
- Develop and enhance financial forecasting models, ensuring accuracy, transparency, and alignment with business assumptions.
- Analyze and revalue stock, collaborating with sales to ensure visibility and manage aged inventory.
- Monitor and analyze personal and operational expenses against forecasts, coordinating reclassifications with accounting as needed.
- Track and report financial risks and opportunities (R&O) across the business, offering early warnings and proposing mitigation strategies.
- Support the development of strategic planning materials, including long-range plans and growth opportunity assessments.
- Collaborate across departments to understand financial needs and develop supportive business plans.
- 3P reps commission calculation
Investment & Project Analysis:
- Develop robust financial models for capital investment proposals, business cases, and strategic initiatives.
- Analyze ROI, NPV, payback period, and scenario outcomes for capital projects, expansion plans, and new product introductions.
- Partner with cross-functional teams to build project budgets, monitor spend, and report on financial progress against plan.
- Coordinate with group controlling and update the Clarity system and align the actual with accounting.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CMA preferred.
- 5+ years of experience in FP&A, business controlling, or commercial finance roles; experience in a manufacturing or B2B environment preferred.
- Advanced Excel modeling skills and proficiency in financial planning systems (e.g., SAP, Tagetik, Power BI or similar).
- Strong analytical and problem-solving abilities; able to synthesize complex data into clear recommendations.
- Knowledge of accounting principles and financial reporting standards.
- Understanding of financial ratios and key performance indicators (KPIs).
- Excellent communication skills, both verbal and written, with the ability to influence non-financial stakeholders.
Why Kistler?
At Kistler, we value your expertise and offer opportunities for professional growth in a global environment. Our competitive benefits package includes:
- Medical, dental, vision, life, and disability coverage
- 401(k) plan with a 4% company match
- Generous personal and vacation time
Join a team that’s shaping the future of measurement technology. We look forward to meeting you!
Kistler Instrument Corporation is an Equal Opportunity Employer.