6,344 Financial Analyst Positions jobs in the United States

Financial Analyst, Senior - Financial Planning

96766 Lihue, Hawaii Hawaii Pacific Health

Posted 7 days ago

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Job Description

Hawai'i Pacific Health is a not-for-profit health care network with over 70 locations statewide including medical centers, clinics, physicians and other caregivers serving Hawai'i and the Pacific Region with high quality, compassionate care. Its four medical centers - Kapi'olani, Pali Momi, Straub and Wilcox - specialize in innovative programs in women's health, pediatric care, cardiovascular services, cancer care, bone and joint services and more. Hawai'i Pacific Health is recognized nationally for its excellence in patient care and the use of electronic health records to improve quality and patient safety.
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.
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Financial Analyst I - Financial Planning

74152 Tulsa, Oklahoma ONEOK, Inc

Posted 5 days ago

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Job Description

**#WeAreONEOK** **-** **Fortune 500 company. 100+ years in business. Leading midstream service provider. Safety first. Sustainable operations. Environmentally responsible. Employee focused.**
**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.
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Senior Financial Analyst - Financial Planning & Analysis

95101 San Jose, California $110000 Annually WhatJobs

Posted 1 day ago

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Job Description

full-time
Our client, a leading technology firm, is looking for a skilled Senior Financial Analyst to join their FP&A team. This role offers a hybrid work arrangement, allowing for a balance between remote work and in-office collaboration. The successful candidate will be responsible for providing critical financial insights and strategic guidance to support business decision-making. You will contribute to the budgeting, forecasting, and long-range planning processes, ensuring accuracy and alignment with corporate objectives. This position involves developing and maintaining financial models, performing variance analysis, and identifying key business drivers and trends. You will collaborate closely with various departments, including operations, marketing, and sales, to understand their financial needs and provide relevant support. The role requires a strong understanding of financial principles and accounting practices, with a proven ability to translate complex financial data into clear, actionable recommendations. You will also be involved in preparing financial reports and presentations for senior management. The ideal candidate possesses excellent analytical skills, attention to detail, and the ability to work independently as well as part of a team. Proficiency in financial software and advanced Excel skills are essential. This is an excellent opportunity for a finance professional looking to make a significant impact in a growing organization.
Responsibilities:
  • Develop and manage financial models for forecasting, budgeting, and long-range planning.
  • Analyze monthly, quarterly, and annual financial results, identifying key drivers and variances.
  • Prepare insightful financial reports and presentations for executive leadership.
  • Partner with business units to provide financial support and drive performance improvement.
  • Assist in the development of business cases for new initiatives and investments.
  • Continuously improve financial processes and reporting capabilities.
  • Support ad-hoc financial analysis and projects as needed.
Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 5+ years of progressive experience in financial analysis, FP&A, or a similar role.
  • Strong understanding of accounting principles and financial management.
  • Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and VBA.
  • Experience with financial planning software (e.g., Hyperion, Anaplan, SAP BPC) is a plus.
  • Excellent analytical, problem-solving, and communication skills.
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Analyst, Financial Planning & Analyst

02864 Cumberland, Rhode Island CVS Health

Posted 6 days ago

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Job Description

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
**Position Summary**
Performs economic research and studies of rates of return, depreciation, and investments. Analyzes profit-and-loss income statements and prepares reports and recommendations to management. Generates forecasts and analyzes trends in sales, finance, and other areas of business. Researches economic progressions to assist the organization's financial planning. Creates financial models of "what if" scenarios for future business planning decisions in areas such as new product development and new marketing strategies.
**What you will do**
+ Assists in the development of financial plans, budgets, and forecasts for the organization.
+ Conducts detailed financial analysis, including variance analysis, trend analysis, and financial performance evaluation.
+ Assists in the preparation of annual budgets and periodic forecasting exercises by monitoring and analyzing actual financial performance against budgeted and forecasted targets.
+ Builds and maintain financial models to support business planning, scenario analysis, and decision-making.
+ Assists in the development and implementation of strategic initiatives and business plans by providing financial analysis and evaluation of investment opportunities, new product launches, and market expansion strategies.
+ Communicates with business units and functional teams to provide financial insights, guidance, and support.
+ Implements process improvements and automation to optimize the financial planning and analysis (FP&A) function.
+ Actively contributes to team meetings, brainstorming sessions, and collaborative projects, including sharing ideas, providing feedback, and contributing to the overall goals and objectives of the team.
+ Assists team members with tasks, timelines, and deliverables, including collaborating on projects, sharing information, and ensuring effective communication within the team.
**Required Qualifications**
+ 0-2 years work experience within Financial Planning and Analysis
+ Basic awareness of problem solving and decision making skills
+ Basic working knowledge of Excel
**Preferred Qualifications**
+ Basic working knowledge of SAP experience
**Education**
+ Bachelor's degree preferred.
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$43,888.00 - $93,574.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 10/10/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
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Senior Financial Analyst - Corporate Financial Planning & Analysis

90001 Los Angeles, California $100000 Annually WhatJobs

Posted 20 days ago

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Job Description

full-time
Our client, a major player in Los Angeles, CA, is seeking a highly analytical and detail-oriented Senior Financial Analyst to join their Corporate Finance team. This hybrid role is crucial for providing in-depth financial insights, driving strategic decision-making, and supporting the company's growth objectives. You will be responsible for financial planning, forecasting, budgeting, and performance analysis.

Responsibilities:
  • Lead the development and management of the annual budgeting and forecasting processes.
  • Perform complex financial analysis, modeling, and scenario planning to support strategic initiatives.
  • Prepare monthly, quarterly, and annual financial reports for senior management.
  • Analyze financial performance against budget and forecast, identifying key drivers and variances.
  • Develop and maintain financial models for new business opportunities, investments, and operational improvements.
  • Provide financial support and guidance to business units and departments.
  • Enhance and automate financial reporting processes and tools.
  • Conduct variance analysis and provide actionable insights to improve profitability and operational efficiency.
  • Stay informed about industry trends and economic conditions impacting the company's financial performance.
  • Collaborate with Accounting and other departments to ensure accurate financial data.
Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or CPA preferred.
  • Minimum of 5 years of experience in financial analysis, FP&A, or a related corporate finance role.
  • Proven experience in financial modeling, budgeting, forecasting, and variance analysis.
  • Strong understanding of financial statements and accounting principles.
  • Proficiency in financial planning software (e.g., Anaplan, Hyperion) and advanced Excel skills.
  • Excellent analytical, problem-solving, and critical thinking abilities.
  • Strong communication and presentation skills, with the ability to convey complex financial information clearly.
  • Ability to work independently and as part of a collaborative team.
  • Experience working in a hybrid work environment.
  • Proactive, detail-oriented, and capable of meeting tight deadlines.
This is an exciting opportunity to contribute significantly to the financial health and strategic direction of a leading organization. The hybrid nature of this role allows for flexibility while ensuring essential in-person collaboration in Los Angeles.
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Financial Planning Analyst

48340 Pontiac, Michigan ASI | TKMS | Lou's

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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.


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Financial Planning Analyst

60290 Chicago, Illinois Confidential

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Job Description

Our client is a digitally native, organic baby and children’s clothing brand. The company was created to deliver better-designed clothing and blankets, and a seamless shopping experience for parents and gift givers.


Position Summary:

The FP&A Analyst will play a key role in the company’s financial planning, forecasting, budgeting, and analytical processes. This individual will partner cross-functionally to deliver actionable insights, ensure financial discipline, and support strategic decision-making across the business.


Key Responsibilities:

  • Develop, maintain, and improve financial models to support forecasting, budgeting, and long-range planning.
  • Maintain a 13-week detailed cash flow model to anticipate needs of the business and highlight any near-term challenges.
  • Analyze monthly, quarterly, and annual financial results, comparing against budget, forecast, and prior periods to identify variances and trends.
  • Prepare monthly management reporting packages and board presentations with clear financial insights and commentary.
  • Partner with business units to develop and monitor KPIs, operational metrics, and key drivers of performance.
  • Support strategic initiatives through scenario modeling, business case development, and ROI analysis.
  • Assist in annual planning and quarterly forecasting cycles, ensuring data accuracy and alignment with company goals.
  • Provide ad-hoc financial analysis to support executive decision-making and business operations.
  • Leverage financial systems for data consolidation, reporting, and dashboard creation.
  • Participate in process improvement initiatives to enhance FP&A tools, workflows, and reporting quality.


Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CFA a plus.
  • 2–5 years of experience in FP&A, investment banking, corporate finance, or related analytical roles.
  • Strong understanding of financial statements, accounting principles, and forecasting techniques.
  • Advanced Excel and financial modeling skills; experience with financial planning tools and ERP systems preferred.
  • Excellent analytical and problem-solving abilities, with attention to detail.
  • Strong communication skills with the ability to present complex information clearly to non-financial audiences.
  • Self-starter with the ability to manage multiple priorities in a fast-paced environment.


Preferred Skills:

  • Experience in consumer goods and/or apparel industries.
  • Comfort with retrieving and organizing data from multiple sources
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Financial Planning Analyst

90245 El Segundo, California Cypress HCM

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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

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Financial Planning Analyst

95687 Vacaville, California Robert Half

Posted 2 days ago

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Description
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 ( .
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Financial Planning Analyst

77007 Houston, Texas Robert Half

Posted 7 days ago

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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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