Director of Financial Planning & Analysis (FP&A)

45201 Cincinnati, Ohio $150000 Annually WhatJobs

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Job Description

full-time
Our client, a reputable and rapidly growing financial institution, is seeking an experienced and strategic Director of Financial Planning & Analysis (FP&A) to lead their finance operations in Cincinnati, Ohio, US . This senior leadership role is responsible for overseeing all aspects of financial planning, budgeting, forecasting, and management reporting. The Director of FP&A will play a crucial role in providing critical financial insights and strategic recommendations to senior management to drive informed business decisions and support long-term growth objectives. You will lead a team of financial analysts, fostering their development and ensuring the accuracy and timeliness of financial deliverables. Key responsibilities include developing and managing the annual budgeting process, creating multi-year financial forecasts, analyzing financial performance against plans, and identifying key business drivers and trends. This role requires a deep understanding of financial modeling, strong analytical skills, and the ability to translate complex financial data into actionable business strategies. You will also be responsible for enhancing the FP&A infrastructure, including implementing new financial systems and improving reporting processes. The ideal candidate will possess exceptional leadership qualities, excellent communication and presentation skills, and a proven ability to build strong relationships across all levels of the organization. A minimum of 8-10 years of progressive experience in FP&A, with at least 3-5 years in a leadership capacity within the banking or financial services sector, is required. The ability to navigate a complex and regulated industry while maintaining a forward-thinking approach is essential.

Responsibilities:
  • Lead the annual budgeting and quarterly forecasting processes.
  • Develop and maintain long-term financial plans and models.
  • Analyze financial performance, identify variances, and provide insightful commentary.
  • Prepare monthly and quarterly executive-level financial reports and presentations.
  • Drive key performance indicator (KPI) tracking and analysis.
  • Identify trends, opportunities, and risks to profitability and financial health.
  • Collaborate with various departments to gather information and ensure alignment on financial goals.
  • Evaluate investment opportunities and support strategic decision-making.
  • Oversee the FP&A team, providing guidance, mentorship, and performance management.
  • Enhance financial systems, tools, and reporting capabilities.
  • Ensure compliance with financial policies and procedures.
  • Contribute to M&A activities and due diligence as needed.
Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA highly preferred.
  • Minimum of 8 years of progressive experience in financial planning and analysis.
  • Minimum of 3-5 years in a management or leadership role within FP&A.
  • Proven experience in the banking or financial services industry.
  • Expertise in financial modeling, forecasting, and valuation techniques.
  • Proficiency with financial planning software (e.g., Hyperion, Anaplan, Adaptive Insights) and ERP systems.
  • Advanced Excel skills and experience with BI tools (e.g., Tableau, Power BI).
  • Exceptional analytical, problem-solving, and strategic thinking abilities.
  • Excellent communication, presentation, and interpersonal skills.
  • Ability to manage multiple priorities and meet tight deadlines in a dynamic environment.
  • Strong understanding of financial statements and accounting principles.
Our client offers a competitive salary, performance-based bonus, comprehensive benefits package, and significant opportunities for career advancement.
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Financial Analyst

41091 Union, Kentucky Paychex

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Utilizes financial systems to retrieve and analyze data, conduct research, interpret financial impact findings, and develop and publish financial reports to support business unit decisions and performance results. Supports the Financial Planning and Financial Analyst, Financial, Analyst, Total Rewards, Financial Planning, Banking

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Financial Analyst

45208 Cincinnati, Ohio Swire Shipping

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Job Description

As a Financial Data Analyst with TQL, you will be a key member of the Finance department. You will be working directly with a wide range of internal customers to identify opportunities for revenue growth, productivity enhancement, and cost savings. You will be tasked with leveraging tools such as SQL, Excel, and Power BI to produce actionable reporting and analyses that will support stakeholder objectives.

Whats in it for you:

  • $65,000 - $5,000 base salary + performance bonuses
  • Health, Dental, and Vision coverage to best fit your needs, including a plan that takes 0 out of your paycheck + 401(k) with company match
  • Advancement opportunities within structured career paths
  • Employee referral bonus opportunities
  • Up to 5,000/yr in tuition reimbursement
  • We win wherever we go - Voted a Fortune 100 Best Companies to Work For (2023) and Forbes Americas Best Employers (2022)

What youll be doing:

  • Take ownership of reporting projects to identify areas of productivity and cost saving improvements
  • Build queries, create visualizations, and provide analysis using SQL, Excel, and Power BI
  • Analyze and document business processes and metrics to identify improvement opportunities
  • Streamline and improve routine analysis and reports
  • Deliver results with accuracy and urgency on multiple projects
  • Provide quality customer service to a diverse group of internal customers

What you need:

  • Bachelors degree in Business Analytics, Finance, Math or related field
  • Experience with Power BI, SQL and or managing large amounts of data is a plus
  • Ability to define problems, seek and collect data, synthesize the data, and communicate it effectively to create change
  • Comfortable working in a fast-paced organization with changing business needs and the ability to handle multiple projects simultaneously
  • Good oral and written communication skills, with ability to effectively communicate with a variety of disciplines and diverse groups of people
  • Self-starter with a strong work ethic, attention to detail and able to work in a fast-paced environment

Where youll be: 4289 Ivy Pointe Blvd, Cincinnati, OH 45245

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Financial Analyst

45013 Hamilton, Ohio Valeo

Posted 4 days ago

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Job Description

Ready to tackle the challenges of the vehicle of the future? Join Valeo and revolutionize the comfort and well-being of all passengers!

What you will win:

As part of a global community of talented people, you will grow and thrive working on advanced technologies for greener, safer and smarter mobility. Our company culture gives all our employees the opportunity every day to #Dare.Care.Share.

You will receive a best in class, total compensation package that provides a comprehensive benefits program with real financial value.

About the Role:

  • Prepares the elements for the reporting, the budget, the business plan and the forecasts.
  • Follows and analyses the actual situation vs forecast and vs budget on the daily, weekly and monthly basis.
  • Ensure accuracy of management control and costing information in the ERP system of the site
  • Ensure reliability of site gross margin and site below gross margin expenses during closing process
  • Manages the activity of the controlling department so that it can control if the companys activity is performed by the most efficient and most profitable way and suits the local laws and Group Valeo standards (especially MAF and LSF)
  • Must alert immediately the Financial Controller in case of any important risk for the company and / or for its employees
  • Contact with Product Lines or Regional Operations, completing the tasks in order to manage correct operation of GPS module.
  • Constant improvements of her/his knowledge of the IS module - day, Academy
  • E-proc requests approving

What You Should Have:

  • Bachelor Degree in Control Management, Finance, or Audit from a Top Business School or MBA
  • 3+ years automotive work experience or related field
  • Experience in audit practice
  • 3+ years experience in automotive industrial financial control
  • SAP experience is required.
  • Material consumption controlling experience is preferred.

Join us!

Thanks to its strategy focused on innovation, Valeo aims at reducing CO emissions and developing intuitive driving to propose greener, safer, and smarter mobility.

The fantastic (r)evolution towards the vehicle of the future provides amazing career opportunities and challenging jobs!

Diversity by nature

At Valeo, innovation is driven by the diversity, authenticity and energy of its talents. Are you looking for new technological and human adventures? Join Valeo and its more than 100.000 employees across the globe! More information about Valeo:

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Financial Analyst

45208 Cincinnati, Ohio DataAnnotation

Posted 6 days ago

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Job Description

We are seeking a finance professional to join our team to train AI models. Your role will involve measuring the progress of AI chatbots, evaluating their logic, and solving problems to enhance model quality.

Ideal candidates should have an expert level of financial reasoning, with a completed or in-progress Bachelors, Masters, or PhD preferred. Relevant fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning.

This is a full-time or part-time REMOTE position .

You can choose projects to work on and set your own schedule.

Projects are paid hourly starting at USD $40+ per hour, with bonuses for high-quality and high-volume work.

Responsibilities:

  • Present AI chatbots with complex problems and evaluate their outputs.
  • Assess the quality of AI models for correctness and performance.

Qualifications:

  • Fluency in English (native or bilingual level).
  • Detail-oriented.
  • Proficiency in financial analysis, modeling, data analysis, and related reasoning exercises.
  • A current, in-progress, or completed Masters or PhD is preferred but not required.

Note: Payment is via PayPal. We will never ask for money. This role is only available to individuals in the US, UK, or CA. It is an independent contract position.

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Financial Analyst

45201 Cincinnati, Ohio $80000 Annually WhatJobs

Posted 4 days ago

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Job Description

full-time
Our client is seeking a highly analytical and detail-oriented Financial Analyst to join their expanding team. This is a fully remote position, allowing you to contribute to our financial strategies from the comfort of your home office. You will be responsible for conducting in-depth financial analysis, forecasting, budgeting, and reporting to support key business decisions. This role involves working closely with various departments to understand financial performance, identify trends, and recommend actionable insights. Your expertise will be critical in driving financial growth and ensuring the fiscal health of the organization.

Key responsibilities include:
  • Developing financial models and performing complex data analysis to support strategic initiatives.
  • Preparing monthly, quarterly, and annual financial reports and presentations for senior management.
  • Assisting in the budgeting and forecasting processes, ensuring accuracy and alignment with company objectives.
  • Analyzing variances between actual performance and budgets/forecasts, providing explanations and recommendations.
  • Monitoring key financial metrics and performance indicators, identifying areas for improvement.
  • Supporting investment analysis and capital budgeting decisions.
  • Conducting market research and competitor analysis to inform financial strategies.
  • Collaborating with accounting teams to ensure accurate financial data and reporting.
  • Streamlining financial processes and implementing best practices.
  • Contributing to ad-hoc financial projects and analyses as needed.

The ideal candidate will possess a Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field. A minimum of 3-5 years of experience in financial analysis, corporate finance, or investment banking is required. Proficiency in Microsoft Excel, including advanced functions and financial modeling, is essential. Experience with financial planning and analysis (FP&A) software, such as SAP BPC, Hyperion, or similar, is a strong plus. Excellent analytical, problem-solving, and critical-thinking skills are a must. Strong communication and presentation skills are needed to convey complex financial information clearly. This role demands a proactive, results-oriented individual who can work independently and manage multiple priorities effectively in a remote setting. A proven track record of delivering high-quality financial analysis and insights is highly valued. Join our forward-thinking company and make a significant impact.
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Senior Financial Analyst

41091 Union, Kentucky Tire Discounters

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Job Description

The Sr. Financial Analyst at Tire Discounters will provide leadership in the annual budget preparation, financial forecasting and provide data-driven insights regarding financial and operational improvement to support the company's growth and profita Financial Analyst, Financial, Analyst, Accounting, Forecasting, Senior, Automotive, Technology

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Sr. Financial Analyst

45208 Cincinnati, Ohio DuBois Chemicals

Posted 2 days ago

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Job Description

It's fun to work in a company where people truly BELIEVE in what they are doing!

We're committed to bringing passion and customer focus to the business.

About DuBois Chemicals:
DuBois Chemicals is a private equity-backed, fast-growing specialty chemical company serving a wide variety of end markets globally. We engineer solutions used in manufacturing, water treatment, food & beverage, pulp & paper and several other end markets to improve performance, efficiency, and sustainability for our customers. With aggressive organic and inorganic growth goals, we are building a high-performance culture focused on operational excellence, data-driven decision-making, with a bias for action.

POSITION SUMMARY:

We are looking for a motivated HQ FP&A Analyst to join our corporate finance team, reporting directly to the Director of FP&A. This individual will have significant exposure to the CEO & CFO on various ad-hoc requests. This role is critical in driving the enterprise forecasting process, delivering the monthly financial reporting package, and supporting strategic decision-making. The ideal candidate will excel in a fast-paced environment, demonstrating strong analytical skills, attention to detail, and a proactive approach to problem-solving.

KEY RESPONSIBILITIES:

Forecasting & Planning:

  • Own the enterprise-wide forecasting process, collaborating closely with Functional & Business Unit leaders to build accurate and actionable forecasts.
  • Analyze business trends and variances to support strategic planning and decision-making.
  • Continuously refine and improve forecasting models, to help drive improvement in operational performance.

Performance Reporting & Analysis:

  • Prepare the monthly financial closing package, providing detailed variance analysis and insightful commentary to leadership and the Board.
  • Monitor and track key financial and operational KPIs, highlighting trends and opportunities for performance improvement.
  • Ensure accuracy, clarity, and timeliness of all financial reports.

Strategic Support & Ad-hoc Analysis:

  • Provide analytical support for strategic initiatives and ad-hoc projects requested by the CEO and CFO.
  • Develop financial models and perform scenario analyses to guide executive decision-making.
  • Collaborate across functions (e.g., Commercial, Operations, HR, M&A) to deliver comprehensive insights.

MINIMUM QUALIFICATIONS:

  • Minimum 3-5 years of relevant FP&A or corporate finance experience.
  • Strong proficiency in financial modeling and analytical techniques.
  • Experience with forecasting processes, variance analysis, and financial reporting.
  • Familiarity with BI and analytics tools, specifically Power BI; Alteryx experience strongly preferred.
  • Excellent organizational skills and attention to detail.
  • Strong communication skills and ability to effectively present insights to leadership.
  • Self-driven with a proactive approach to identifying issues and solutions.

EDUCATION QUALIFICATIONS:

  • Bachelors degree in Finance, Accounting, or related discipline required.

DuBois provides equal employment opportunities to all employees and applicants for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, gender expression, genetic information, service in the military, veteran status, or any other protected status in accordance with applicable federal, state, and/or local law and/or regulation.

Values and Culture Working at DuBois is dynamic, flexible and fun. Our customer centric focus gives you the opportunity to leverage your creative and innovative talents to help deliver specialty chemical solutions safely while protecting the environment. DuBois values: Honest and Ethical Behavior Safety at Work and Home Perks and Benefits You will enjoy building your career with DuBois. DuBois offers the stability and comprehensive benefits of a larger organization with the feel of a smaller, more personable company. The diversity of our roles, customers served and large number of manufacturing, distribution and technical centers provide many routes for your career advancement. If you value learning, improving processes and want to make an immediate impact, DuBois is where you want to be. DuBois excellent benefit package includes health insurance, dental insurance, vision insurance, life insurance, 401k with company match, paid holidays, vacation time and income protection plans.
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Senior Financial Analyst

45208 Cincinnati, Ohio EMCOR Facilities Services

Posted 4 days ago

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Job Description

EMCOR Facilities Services (EFS), an EMCOR core business, services over 1 billion square feet of commercial space across the United States. From corporate campuses to single sites, EFS provides a range of services that support mission-critical areas of financial services, manufacturing, pharmaceutical, transportation, and education sectors.

Job Summary:

The Sr. Financial Analyst reporting to the Sr. Finance Manager is responsible for providing financial, operational and analytical support to key clients, both externally and internally throughout the organization. The Sr. Financial Analyst will work to ensure a superior understanding of the economic ramifications of all business decisions. This role is critical in the budgeting/forecasting process as well as monthly business review preparation and the month end close process. Special Project, ad hoc and strategic initiative related work is also a key aspect of this role.

Essential Duties and Responsibilities:

  • Drive client-facing FP&A activities, such as quarterly forecasts by service line, monthly budget to actual variance report packages, and continued invoicing process efficiency gains
  • Prepare financial and operational presentations for business reviews and lead discussions on account / program financial performance
  • Drive operational performance by developing, maintaining and presenting key operational reporting tools to insure key account KPI compliance. (Excel, Power BI and Tableau)
  • Partner with account leadership and operational team to drive strategic planning, customer experience and program outcomes
  • Track and monitor project financials, particularly as it relates to asset replacement activities
  • Ad-hoc project, requests, and analysis

Qualifications:

  • Bachelors Degree in Finance or Accounting
  • Minimum of 5 Years of Related FP&A Experience
  • Expert Level Excel and Power Point Skills. Tableau / Power BI Experience Preferred
  • Ability to multi-task and work in matrix-organization
  • Focuses on the achievement of objectives and standards. Experience in process improvement and maximizing profitability
  • Builds and maintains relationships with both internal and external customers and works with them to meet or exceed their expectations
  • Ability to travel for client meetings and business reviews. Estimated travel of 20%
  • Strong public speaking skills
  • Attention to detail and time management, as well as effective meeting management

Notice to prospective employees: There have been fraudulent postings and emails regarding job openings. EMCOR Group and its companies list open positions here. Please check our available positions to confirm that a post or email is genuine.

EMCOR group and its companies do not reach out to individuals to help with marketing or other similar services. If an individual is contacted for services outside of EMCORs normal application process it is probably fraudulent.

We offer our employees a competitive salary and comprehensive benefits package and are always looking for individuals with the talent and skills required to contribute to our continued growth and success. Equal Opportunity Employer/Veterans/Disabled

Seniority level
  • Seniority level Associate
Employment type
  • Employment type Full-time
Job function
  • Job function Finance
  • Industries Facilities Services

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Financial and Data Analyst, Business Intelligence Senior Credit Analyst - Consumer and Retail

Cincinnati, OH 69,800.00- 143,100.00 2 days ago

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Senior Financial Analyst

45208 Cincinnati, Ohio Total Quality Logistics

Posted 6 days ago

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Job Description

Join to apply for the Senior Financial Analyst role at Total Quality Logistics

Join to apply for the Senior Financial Analyst role at Total Quality Logistics

As a Senior Financial Analyst at TQL, you will play a critical role in driving our data-driven financial strategy. You will leverage advanced data analytics, financial modeling, and forecasting to support strategic decision-making and optimize financial performance. This role requires a deep understanding of financial metrics, proficiency in data analysis tools, and the ability to translate complex data into actionable insights.

Whats in it for you:

  • Base salary of $75,000 - $0,000 per year + performance bonuses
  • Health, Dental and Vision coverage to best fit your needs, including a plan that takes 0 out of your paycheck + 401(k) with company match
  • Work alongside an industry-leading FP&A team
  • We win wherever we go Voted a Fortune 100 Best Companies to Work For (2023) andForbes Americas Best Employers (2022)

Whats in it for you:

  • Financial Analysis & Reporting
    • Perform scenario analysis to assess potential financial impacts of strategic decisions and market changes
    • Extract, clean, and analyze large datasets from various financial systems and databases
    • Design and generate detailed financial reports and dashboards to communicate insights to senior management
    • Implement and monitor key performance indicators (KPIs) to track and evaluate financial health
  • Financial Planning & Budgeting
    • Develop and maintain rolling forecasts to provide forward-looking insights and support strategic planning
    • Collaborate with departmental heads to ensure alignment of financial plans with business objectives
    • Prepare and present financial analysis and recommendations to senior management, executives, and other stakeholders
  • Strategic Analysis:
    • Analyze business trends and market conditions to provide actionable insights and recommendations
    • Support financial due diligence and impact assessment for key projects and initiatives
    • Implement improvements to data collection, validation, and analysis methodologies to increase accuracy and efficiency

What you need:

  • Bachelors degree in finance, accounting, data analytics or related field MBA or masters degree in finance is a plus
  • 5+ years of relevant business or analytical experience
  • Advanced proficiency in financial modeling and analysis using tools such as Excel and SQL
  • Experience with data visualization tools (e.g., Power BI, Tableau) to create insightful reports and dashboards
  • Strong analytical skills with the ability to interpret complex financial data and present findings clearly
  • Excellent communication skills, with the ability to explain technical financial concepts to non-financial stakeholders
  • Strong attention to detail and accuracy in financial data analysis and reporting

Where you'll be: 4289 Ivy Pointe Boulevard, Cincinnati, Ohio 45245

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Accounting/Auditing
  • Industries Truck Transportation

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