Explore opportunities in the financial analyst sector. Financial analysts are vital in guiding investment decisions and ensuring financial stability for organizations. These professionals assess financial data, prepare reports, and offer recommendations to optimize financial performance. They work across various industries, including 5,658 Financial Analysts jobs in the United States
Financial Analysts (Experienced, Senior, Lead/Subject Matter Expert)
90245 El Segundo, California
The Boeing Company
Posted 4 days ago
Job Viewed
Job Description
**Job Description**
At Boeing, we innovate and collaborate to make the world a better place. We're committed to fostering an environment for every teammate that's welcoming, respectful and inclusive, with great opportunity for professional growth. Find your future with us.
Boeing Space Mission Systems (SMS) Finance is seeking **Financial Analysts** (Experienced, Senior, Lead/Subject Matter Expert (SME)) to support SMS programs in **El Segundo or Seal Beach, California.** _Boeing offers relocation and a_ _signing bonus_ _for these positions based on candidate eligibility._
**About Space Mission Systems (SMS) - Protecting What Matters**
Come join a team driven by an innovative spirit to deliver strategically exciting, innovative, balanced, and production-ready capabilities to the Warfighter. At SMS, we believe our team is an integral part of the Program Office and delivers products that greatly enhance managing the business.
**Programs Supported:**
+ Rapid Space Capabilities (RSC)
+ National Space Communications Programs (NSCP)
+ National Systems Programs (NSP)
**Why Join Us:** SMS is where challenges are met with enthusiasm. As a Program Financial Analyst, you will have the opportunity to lead and contribute to the development of finance products that make a difference.
**The successful candidate will:**
+ Play an integral role in program teams and support financial reporting to the SMS Chief Financial Officer (CFO)
+ Work independently with minimal direction, demonstrating initiative and a growth mindset
+ Possess strong communication skills, a desire to understand the business, and the ability to build networks and solve problems
**Position Responsibilities:**
**Experienced - Level 3**
+ Develops, reviews, analyzes and maintains cost and/or schedule performance measurement baselines, including earned value, and communicates cost and/or schedule trends, and assesses range of opportunities and risks
+ Develops performance reports and integration of variance analyses and provides clear, concise understanding of operational and financial performance to senior management
+ Coordinates efforts to troubleshoot process and tool issues, resolves root cause and recommends solutions
+ Works with Program/Project leadership team to handle a program baseline and implement Earned Value Management
+ Completes the monthly Forecast analysis and supports Customer deliverables
**Senior - Level 4**
+ Performs all responsibilities outlined in Level 3
+ Leads the development, integration and analysis of resource forecasts and Estimates at Completion (EACs) for various projects
+ Makes recommendations to senior management on financial performance projections using financial and business knowledge and experience
**Lead/SME - Level 5**
+ Performs all responsibilities outlined in Level 3 and Level 4
+ Finance Subject Matter Expert (SME)
**This position is expected to be 100% onsite. The selected candidate will be required to work onsite at one of the listed location options.**
**Basic Qualifications (Required Skills/Experience):**
+ Bachelor's degree in accounting, finance, business or a related field
+ 1+ years of experience in a finance related position such as Financial Operations, Cost Management, Accounting, Estimating, or Financial Planning, Contracts or Procurement Financial Analysis (PFA)
+ 1+ years of experience with the Microsoft Excel application using: formulas, VLookups, pivot tables, charts, filters, and linking worksheets
**Preferred Qualifications (Desired Skills/Experience):**
+ Level 4: 3+ years of related work experience or an equivalent combination of education and experience
+ Level 5: 5+ years of related work experience or an equivalent combination of education and experience
+ 3+ year of experience with Earned Value Management
+ Strong presentation skills and the ability to effectively communicate data in Senior Leadership briefings
+ Experience leading projects or teams with little direct supervision and drive project to completion
+ Experience with Deltek, COGNOS, COBRA, Earned Value Management software, and other accounting systems containing historical cost data.
+ Experience with financial planning processes and tools
**Drug Free Workplace:**
Boeing is a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies.
**Pay & Benefits:**
At Boeing, we strive to deliver a Total Rewards package that will attract, engage and retain the top talent. Elements of the Total Rewards package include competitive base pay and variable compensation opportunities.
The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work.
The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
Pay is based upon candidate experience and qualifications, as well as market and business considerations.
Summary pay range Experienced (Level 3): $85,000 - $15,000
Summary pay range Senior (Level 4): 106,250 - 143,750
Summary pay range Senior (Level 5): 127,500 - 172,500
Applications for this position will be accepted until **Oct. 15, 2025**
**Export Control Requirements:** This position must meet export control compliance requirements. To meet export control compliance requirements, a "U.S. Person" as defined by 22 C.F.R. §120.15 is required. "U.S. Person" includes U.S. Citizen, lawful permanent resident, refugee, or asylee.
**Export Control Details:** US based job, US Person required
**Education**
Bachelor's Degree or Equivalent Required
**Relocation**
This position offers relocation based on candidate eligibility.
**Security Clearance**
This position requires an active U.S. Top Secret/SCI Security Clearance (U.S. Citizenship Required). (A U.S. Security Clearance that has been active in the past 24 months is considered active)
**Visa Sponsorship**
Employer will not sponsor applicants for employment visa status.
**Shift**
This position is for 1st shift
**Equal Opportunity Employer:**
Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.
Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.
At Boeing, we innovate and collaborate to make the world a better place. We're committed to fostering an environment for every teammate that's welcoming, respectful and inclusive, with great opportunity for professional growth. Find your future with us.
Boeing Space Mission Systems (SMS) Finance is seeking **Financial Analysts** (Experienced, Senior, Lead/Subject Matter Expert (SME)) to support SMS programs in **El Segundo or Seal Beach, California.** _Boeing offers relocation and a_ _signing bonus_ _for these positions based on candidate eligibility._
**About Space Mission Systems (SMS) - Protecting What Matters**
Come join a team driven by an innovative spirit to deliver strategically exciting, innovative, balanced, and production-ready capabilities to the Warfighter. At SMS, we believe our team is an integral part of the Program Office and delivers products that greatly enhance managing the business.
**Programs Supported:**
+ Rapid Space Capabilities (RSC)
+ National Space Communications Programs (NSCP)
+ National Systems Programs (NSP)
**Why Join Us:** SMS is where challenges are met with enthusiasm. As a Program Financial Analyst, you will have the opportunity to lead and contribute to the development of finance products that make a difference.
**The successful candidate will:**
+ Play an integral role in program teams and support financial reporting to the SMS Chief Financial Officer (CFO)
+ Work independently with minimal direction, demonstrating initiative and a growth mindset
+ Possess strong communication skills, a desire to understand the business, and the ability to build networks and solve problems
**Position Responsibilities:**
**Experienced - Level 3**
+ Develops, reviews, analyzes and maintains cost and/or schedule performance measurement baselines, including earned value, and communicates cost and/or schedule trends, and assesses range of opportunities and risks
+ Develops performance reports and integration of variance analyses and provides clear, concise understanding of operational and financial performance to senior management
+ Coordinates efforts to troubleshoot process and tool issues, resolves root cause and recommends solutions
+ Works with Program/Project leadership team to handle a program baseline and implement Earned Value Management
+ Completes the monthly Forecast analysis and supports Customer deliverables
**Senior - Level 4**
+ Performs all responsibilities outlined in Level 3
+ Leads the development, integration and analysis of resource forecasts and Estimates at Completion (EACs) for various projects
+ Makes recommendations to senior management on financial performance projections using financial and business knowledge and experience
**Lead/SME - Level 5**
+ Performs all responsibilities outlined in Level 3 and Level 4
+ Finance Subject Matter Expert (SME)
**This position is expected to be 100% onsite. The selected candidate will be required to work onsite at one of the listed location options.**
**Basic Qualifications (Required Skills/Experience):**
+ Bachelor's degree in accounting, finance, business or a related field
+ 1+ years of experience in a finance related position such as Financial Operations, Cost Management, Accounting, Estimating, or Financial Planning, Contracts or Procurement Financial Analysis (PFA)
+ 1+ years of experience with the Microsoft Excel application using: formulas, VLookups, pivot tables, charts, filters, and linking worksheets
**Preferred Qualifications (Desired Skills/Experience):**
+ Level 4: 3+ years of related work experience or an equivalent combination of education and experience
+ Level 5: 5+ years of related work experience or an equivalent combination of education and experience
+ 3+ year of experience with Earned Value Management
+ Strong presentation skills and the ability to effectively communicate data in Senior Leadership briefings
+ Experience leading projects or teams with little direct supervision and drive project to completion
+ Experience with Deltek, COGNOS, COBRA, Earned Value Management software, and other accounting systems containing historical cost data.
+ Experience with financial planning processes and tools
**Drug Free Workplace:**
Boeing is a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies.
**Pay & Benefits:**
At Boeing, we strive to deliver a Total Rewards package that will attract, engage and retain the top talent. Elements of the Total Rewards package include competitive base pay and variable compensation opportunities.
The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work.
The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
Pay is based upon candidate experience and qualifications, as well as market and business considerations.
Summary pay range Experienced (Level 3): $85,000 - $15,000
Summary pay range Senior (Level 4): 106,250 - 143,750
Summary pay range Senior (Level 5): 127,500 - 172,500
Applications for this position will be accepted until **Oct. 15, 2025**
**Export Control Requirements:** This position must meet export control compliance requirements. To meet export control compliance requirements, a "U.S. Person" as defined by 22 C.F.R. §120.15 is required. "U.S. Person" includes U.S. Citizen, lawful permanent resident, refugee, or asylee.
**Export Control Details:** US based job, US Person required
**Education**
Bachelor's Degree or Equivalent Required
**Relocation**
This position offers relocation based on candidate eligibility.
**Security Clearance**
This position requires an active U.S. Top Secret/SCI Security Clearance (U.S. Citizenship Required). (A U.S. Security Clearance that has been active in the past 24 months is considered active)
**Visa Sponsorship**
Employer will not sponsor applicants for employment visa status.
**Shift**
This position is for 1st shift
**Equal Opportunity Employer:**
Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.
Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.
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0
Sr Analyst Feasibility & Investment Analysis
22102 McLean, Virginia
Hilton
Posted 11 days ago
Job Viewed
Job Description
_***This role is based at our corporate office in McLean, VA***_
This is your chance to be part of a Finance Team that is a critical business partner that manages all global activities related to financial performance, accounting, tax, forecasting, risk management, and asset management. As a Sr. Analyst on the Feasibility & Investment Analysis team reporting to Director, Feasibility & Investment Analysis, you will act as an internal consultant to various departments, as well as perform and create a variety of market and financial analyses. This will include, but not be limited to, market analysis, feasibility studies, impact studies, management and franchise contract valuation, cash flow waterfalls, debt and equity investment NPVs and IRRs, and special projects.
**HOW WE WILL SUPPORT YOU**
Hilton is proud to support the mental and physical wellbeing of all Team Members so they can Thrive personally and professionally in a diverse and inclusive environment, thanks to programs and benefits such as:
+ Go Hilton travel program: 110 nights of discounted travel with room rates as low as $40/night
+ Hilton Shares: Our employee stock purchase program (ESPP) - you can purchase Hilton shares at a 15 percent discount
+ Paid parental leave for eligible Team Members, including partners and adoptive parents
+ Mental health resources including free counseling through our Employee Assistance Program
+ Paid Time Off (PTO)
+ Learn more about the rest of our benefits
At Hilton, we believe every Team Member is a leader. We are committed to offering leadership development opportunities and programs through every step of a Team Member's career journey and at every level, both in our hotels and across corporate.
**Available benefits may vary depending upon terms and conditions of employment and are subject to the terms and conditions of the plans.
**HOW YOU WILL MAKE AN IMPACT**
Your role is important and below are some of the fundamental job duties that make your work unique.
**WHAT YOUR DAY-TO-DAY WILL BE LIKE:**
+ Take ownership of assigned projects. Conduct research to analyze competitive landscape and market trends and synthesize internal benchmarks.
+ Ask questions to gather missing pieces and information to develop and model a coherent underwriting narrative.
+ Socialize with internal stakeholders and incorporate feedback. Present to internal and external audiences.
**HOW YOU WILL COLLABORATE WITH OTHERS:**
+ Proactively engage with our Development, Operations and Brand Teams to understand the context of the project. Work collaboratively with them to deliver the most efficient solution in a timely manner.
**WHAT PROJECTS YOU WILL TAKE OWNERSHIP OF:**
+ Market analysis, feasibility studies, impact studies, management and franchise contract valuation, cash flow waterfalls, debt and equity investment NPVs and IRRs, and special projects.
**WHY YOU'LL BE A GREAT FIT**
**You have these minimum qualifications:**
+ One (1) year of experience in finance, consulting, asset management, feasibility, and/or investment analysis within the hospitality industry.
+ MS Excel skills, including manipulating complex spreadsheets
**WHAT IT IS LIKE WORKING FOR HILTON**
Hilton, the #1 World's Best Workplace, is a leading global hospitality company with a diverse portfolio of world-class brands . Dedicated to filling the earth with the light and warmth of hospitality, we have welcomed more than 3 billion guests in our more-than 100-year history. Hilton is proud to have an award-winning workplace culture and we are consistently named among one of the World's Best Workplaces. Check out the Hilton Careers blog and Instagram to learn more about what it's like to be on Team Hilton!
It is the policy of Hilton to employ qualified persons without regard to color, race, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and related medication conditions), gender identity or gender expression, sexual orientation, marital status, military service, status as a protected veteran, disability, protected medical condition as defined by applicable law, genetic information, or any other protected group status as defined by and subject to applicable federal, state and local laws.
We provide reasonable accommodations to qualified persons with disabilities to perform the essential functions of the position and provide other benefits and privileges of employment in accordance with applicable law. Please contact us if you require an accommodation during the application process.
**Job:** _Finance and Accounting_
**Title:** _Sr Analyst Feasibility & Investment Analysis_
**Location:** _null_
**Requisition ID:** _COR015B1_
**EOE/AA/Disabled/Veterans**
This is your chance to be part of a Finance Team that is a critical business partner that manages all global activities related to financial performance, accounting, tax, forecasting, risk management, and asset management. As a Sr. Analyst on the Feasibility & Investment Analysis team reporting to Director, Feasibility & Investment Analysis, you will act as an internal consultant to various departments, as well as perform and create a variety of market and financial analyses. This will include, but not be limited to, market analysis, feasibility studies, impact studies, management and franchise contract valuation, cash flow waterfalls, debt and equity investment NPVs and IRRs, and special projects.
**HOW WE WILL SUPPORT YOU**
Hilton is proud to support the mental and physical wellbeing of all Team Members so they can Thrive personally and professionally in a diverse and inclusive environment, thanks to programs and benefits such as:
+ Go Hilton travel program: 110 nights of discounted travel with room rates as low as $40/night
+ Hilton Shares: Our employee stock purchase program (ESPP) - you can purchase Hilton shares at a 15 percent discount
+ Paid parental leave for eligible Team Members, including partners and adoptive parents
+ Mental health resources including free counseling through our Employee Assistance Program
+ Paid Time Off (PTO)
+ Learn more about the rest of our benefits
At Hilton, we believe every Team Member is a leader. We are committed to offering leadership development opportunities and programs through every step of a Team Member's career journey and at every level, both in our hotels and across corporate.
**Available benefits may vary depending upon terms and conditions of employment and are subject to the terms and conditions of the plans.
**HOW YOU WILL MAKE AN IMPACT**
Your role is important and below are some of the fundamental job duties that make your work unique.
**WHAT YOUR DAY-TO-DAY WILL BE LIKE:**
+ Take ownership of assigned projects. Conduct research to analyze competitive landscape and market trends and synthesize internal benchmarks.
+ Ask questions to gather missing pieces and information to develop and model a coherent underwriting narrative.
+ Socialize with internal stakeholders and incorporate feedback. Present to internal and external audiences.
**HOW YOU WILL COLLABORATE WITH OTHERS:**
+ Proactively engage with our Development, Operations and Brand Teams to understand the context of the project. Work collaboratively with them to deliver the most efficient solution in a timely manner.
**WHAT PROJECTS YOU WILL TAKE OWNERSHIP OF:**
+ Market analysis, feasibility studies, impact studies, management and franchise contract valuation, cash flow waterfalls, debt and equity investment NPVs and IRRs, and special projects.
**WHY YOU'LL BE A GREAT FIT**
**You have these minimum qualifications:**
+ One (1) year of experience in finance, consulting, asset management, feasibility, and/or investment analysis within the hospitality industry.
+ MS Excel skills, including manipulating complex spreadsheets
**WHAT IT IS LIKE WORKING FOR HILTON**
Hilton, the #1 World's Best Workplace, is a leading global hospitality company with a diverse portfolio of world-class brands . Dedicated to filling the earth with the light and warmth of hospitality, we have welcomed more than 3 billion guests in our more-than 100-year history. Hilton is proud to have an award-winning workplace culture and we are consistently named among one of the World's Best Workplaces. Check out the Hilton Careers blog and Instagram to learn more about what it's like to be on Team Hilton!
It is the policy of Hilton to employ qualified persons without regard to color, race, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and related medication conditions), gender identity or gender expression, sexual orientation, marital status, military service, status as a protected veteran, disability, protected medical condition as defined by applicable law, genetic information, or any other protected group status as defined by and subject to applicable federal, state and local laws.
We provide reasonable accommodations to qualified persons with disabilities to perform the essential functions of the position and provide other benefits and privileges of employment in accordance with applicable law. Please contact us if you require an accommodation during the application process.
**Job:** _Finance and Accounting_
**Title:** _Sr Analyst Feasibility & Investment Analysis_
**Location:** _null_
**Requisition ID:** _COR015B1_
**EOE/AA/Disabled/Veterans**
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1
Investment Banking Analysts - Financial Services (New York)
10176 New York, New York
Raymond James Financial, Inc.
Posted 11 days ago
Job Viewed
Job Description
Responsibilities:
Advise others on how to design new processes and systems that meet professional standards.
Identify and evaluate complex, expertise-led solutions against a range of criteria to find the ones that best meet business needs.
Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.
Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines.
Explore issues or needs, establishing potential causes and barriers, as well as related issues.
May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships.
Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice.
Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Contribute to the management of partnering relationships with internal clients, building effective working relationships and providing high-quality professional services to support in delivering business strategy and plans.
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers.
Skills:
Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes.
Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making.
Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise.
Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.
Works at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance.
Works at an advanced level to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works independently and provides guidance.
Works at an advanced level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works independently and provides guidance.
Uses comprehensive knowledge and skills to act independently while guiding and training others to orient the seller's organization around delivering to the key needs of their customers.
Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on acquiring, organizing, protecting and processing data to fulfill business objectives.
Works at an advanced level to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works independently and provides guidance.
Uses comprehensive knowledge and skills to act independently while guiding and training others to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.
Works at an advanced level to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works independently and provides guidance.
Uses comprehensive knowledge and skills to act independently while guiding and training others to uncover clients' explicit needs and/or unforeseen opportunities and challenges.
Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients.
Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.
Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner.
Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations.
Advise others on how to design new processes and systems that meet professional standards.
Identify and evaluate complex, expertise-led solutions against a range of criteria to find the ones that best meet business needs.
Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.
Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines.
Explore issues or needs, establishing potential causes and barriers, as well as related issues.
May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships.
Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice.
Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Contribute to the management of partnering relationships with internal clients, building effective working relationships and providing high-quality professional services to support in delivering business strategy and plans.
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers.
Skills:
Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes.
Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making.
Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise.
Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.
Works at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance.
Works at an advanced level to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works independently and provides guidance.
Works at an advanced level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works independently and provides guidance.
Uses comprehensive knowledge and skills to act independently while guiding and training others to orient the seller's organization around delivering to the key needs of their customers.
Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on acquiring, organizing, protecting and processing data to fulfill business objectives.
Works at an advanced level to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works independently and provides guidance.
Uses comprehensive knowledge and skills to act independently while guiding and training others to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.
Works at an advanced level to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works independently and provides guidance.
Uses comprehensive knowledge and skills to act independently while guiding and training others to uncover clients' explicit needs and/or unforeseen opportunities and challenges.
Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients.
Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.
Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner.
Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations.
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2
Financial Planning Analyst
48340 Pontiac, Michigan
ASI | TKMS | Lou's
Posted today
Job Viewed
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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3
Financial Planning Analyst
78716 Austin, Texas
recruitAbility
Posted today
Job Viewed
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.
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4
Financial Planning Analyst
90245 El Segundo, California
Cypress HCM
Posted today
Job Viewed
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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5
Financial Planning Analyst
95687 Vacaville, California
Robert Half
Posted 5 days ago
Job Viewed
Job Description
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 ( .
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 ( .
View Now
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6
Financial Planning Analyst
77007 Houston, Texas
Robert Half
Posted 11 days ago
Job Viewed
Job Description
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 ( .
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 ( .
View Now
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