49 Financial Analysts jobs in Tampa
Sr. Analyst, Financial Planning & Analysis
Posted today
Job Viewed
Job Description
Coke Florida is looking for a Senior Planning and Analysis Analyst based out of our Tampa HQ area office, working Monday - Friday from 8:00AM - 5:30PM.
What You Will Do:
The Senior Planning and Analysis Analyst position provides financial support and analysis within the Coke Florida Finance team. This role is essential to the annual planning process, working closely with functional areas such as Profit Growth Management, Sales, Field Operations, Marketing, Commercial, IT, and HR. The Senior Analyst helps with the monthly rolling estimate forecast for the entire Coke Florida business, identifying related risks and opportunities.
Additionally, the Senior Analyst supports commercial finance, including deal analysis with Sales teams and pre- and post-analysis of commercial activities. The role also coordinates franchise finance with the Coca-Cola Company concerning funding and customer agreements.
The Senior Analyst carries out pre- and post-analysis of direct marketing expenses and investments, acts as a project coordinator, analyzes information sources comprehensively, and prepares executive summaries. This position delivers advanced analytical support and ensures timely and accurate reporting of financial performance. Furthermore, the Senior Analyst aids in process improvement initiatives and the creation of tools and reporting templates.
Roles and Responsibilities:
- Coordinate annual business planning for Coke Florida with timelines, goals, accountabilities, and interdependencies.
- Develop and manage planning models (e.g., ROI analysis, buy vs. lease analysis).
- Prepare monthly/annual business analyses for CEO/CFO to identify financial gaps and opportunities.
- Consolidate monthly financial forecasts, assessing risks and opportunities for Executive Leadership discussions.
- Conduct business case evaluations for major capital projects.
- Handle all commercial finance functions, including customer deals and marketing expense/investment analyses.
- Perform pre- and post-financial analyses on significant commercial activities.
- Liaise with Coca-Cola Company finance for franchise finance analysis and support.
- Develop, upgrade, and automate models, tools, and reports.
- Perform ad-hoc analyses as needed.
- Provide special finance project support as necessary.
For this role, you will need:
- Strong Technical knowledge ERP systems (SAP) and Microsoft Office (Access, Excel, Outlook, Word, PowerPoint), Power Pivot, Power BI, data warehouse tools (i.e. Snowflake), planning and Tableau
- Bachelor's degree in Accounting or Finance (Degree can be in progress with target completion date)
- Minimum 5+ years' work experience in accounting, including financial statement preparations, financial analysis, internal audit/controls, account analysis and reconciliation
Additional qualifications that will make you successful in this role:
- Communication excellent written and verbal skills and ability to clearly articulate relevant ideas, opinions, and information
- Analytical skills analyze information to provide clear and concise recommendations
- Process knowledge strategic thinking, financial planning, forecasting, and modeling
- Prioritization managing multiple and complex priorities
- Problem solving identify errors/gaps in processes/reporting and identify solutions
- Collaboration ability to collaborate with cross-functional teams
- Leadership - strong leadership skills
- Project Management ensure the timely completion of designated objectives
- Strong change management skills
Analyst, Financial Planning & Analysis (FP&A)
Posted 7 days ago
Job Viewed
Job Description
Position at Triage Partners, LLC
Role: Analyst, Financial Planning & Analysis (FP&A)
A Triage Partners FP&A Analyst (Financial Planning and Analysis Analyst) role involves leveraging QuickBooks Online, Sage Intacct's accounting software, and potentially other FP&A platforms to perform financial forecasting, budgeting, and analysis. This role combines accounting knowledge with analytical skills to provide insights that drive strategic decisions.
Qualifications
- BA degree in Finance, Accounting, Economics, or a related field; MBA or CFA candidate preferred.
- 3+ years of experience with financial modeling, financial planning & analysis or corporate finance, preferably in the Construction industry
- Technical expertise leveraging Microsoft Office (advanced Excel / XLOOKUP / VLOOKUP / SUMIF / Power Pivots / Dealing with Large Data Sets / PowerPoint ), familiarity with Sage Intacct, and working knowledge of data visualization and dashboard development in Power BI
- Independent and self-motivated with a proven ability to work with minimal supervision
- Demonstrated working knowledge of accounting principles and financial statement presentation
- Ability to analyze and problem solve with a high level of intellectual curiosity that leverages a strong statistical background
- Demonstrated ability to prioritize and multi-task in a fast paced, changing environment
- Demonstrate excellent written and verbal communication skills with the ability to adapt to different audiences
- Financial Forecasting and Budgeting:
- Financial Analysis:
- Performance Monitoring:
- Reporting and Communication:
- System Expertise:
- Analytical Skills:
- Collaboration and Communication Skills:
- Mergers & Acquisition Integration:
FP&A in the Context of Triage Partners :
- Triage Partners is a private equity backed telecommunications and construction firm that is looking to gain key insights using consolidated financial reports, budgets, and IRR model templates. Triage provides a solid foundation for accounting and reporting, but FP&A enhances its capabilities by providing more in-depth forecasting, budgeting, and analysis tools.
- FP&A analyst will integrate QuickBooks Online and Sage Intacct data with other software to create customized dashboards and reports.
- Popular FP&A platforms that integrate with Sage Intacct include Limelight Cloud FP&A and Budgeting Planning.
Established and growing exponentially, Triage Partners is proud to be celebrating 19 years in business as the National Premier Provider in the telecommunications industry! With exceptional customer focus in mind, we provide a variety of services including fiber and cable installation services, engineering design, as well as integrated supply chain software solutions. Our goal is to provide unprecedented efficiencies to meet the demands of a fast-paced world.
As a member of our Team, you must be:
- Quality-driven - Trusted resources, providing quality services without question.
- Team-oriented - Collaborative and cohesive, demonstrating relationships matter.
- Innovative - Providing solutions and critical thinking, with an innovative approach.
- Remote flexibility
- Comprehensive benefits package, including but not limited to medical, dental, vision, and life
- Flexible Spending Account (FSA)
- Paid Sick Time
- Holiday Pay
- Paid Vacation Time
- Company Cell Phone
- Referral Program
- Career advancement opportunities
- Continuous training and personal development opportunities
- A quality Employee Recognition Program
Employment with Triage Partners, LLC is contingent upon successful completion of our background check and drug screen process.
Financial Planning Consultant II
Posted today
Job Viewed
Job Description
**Job Summary**
Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to consult with Financial Advisors (FAs) and their clients regarding overall financial planning issues which may include social security rules & strategies, income tax consulting, retirement planning, equity compensation planning, qualified retirement plans, risk management, estate planning and education funding. Leads defined work or projects of broad scope and complexity. Resolves or recommends solutions to complex problems. Extensive contact with internal and external customers to provide detailed financial planning consultative services.
**Essential Duties and Responsibilities**
+ Responds to FA questions by telephone, email and occasional personal visits.
+ Consults with FAs and their clients/prospects related to designing a tailored financial analysis or comprehensive plan that meets the client's/prospect's short and long-term financial needs and goals.
+ Analyzes certain aspects and/or the entire financial circumstances of a client/prospect.
+ Responds to income tax inquiries without providing tax advice.
+ Evaluates overall individual and employer-based retirement needs, researches various options, and provides planning alternatives.
+ Use retirement planning software to help advisors evaluate retirement goals and needs of client.
+ Provides guidance on estate planning options and techniques.
+ Responds to and directs education funding questions including 529 plans.
+ Discuss Social Security rules and claiming strategies.
+ Discuss beneficiary IRA rules and techniques around tax minimization.
+ Conducts research as needed related to assigned client cases, including but not limited to specific income tax questions and other legal issues.
+ Creates planning alternatives using proprietary and third party software packages and provides comprehensive technical support to users of the software.
+ Designs and prepares presentations that clearly communicate the recommendations and alternatives related to the client's financial analysis and comprehensive plan design.
+ Occasionally participates in the client presentations (primarily over the phone, however sometimes in person); as requested by the FA.
+ Creates presentations and is an instructor in various training programs attended by FAs.
+ May represent the department in home office meetings, such as By Invitation Only (BIO) and home office visits (HOVs), and at RJ conferences.
+ Writes articles on financial, income tax, retirement, risk management and estate planning topics.
+ Develops marketing materials.
+ Performs other duties and responsibilities as assigned.
**Knowledge of**
+ Financial planning principles as they relate to tax, retirement, and estate planning, equity compensation, the financial markets, and current legislation that may impact these planning areas.
+ Advanced concepts and ability to focus on individual topics as part of a broader financial plan.
**Skill in**
+ Operating standard office equipment and using required software applications to produce presentations, correspondence, electronic communication and maintain spreadsheets and databases.
+ Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
+ Detailed orientation to ensure quality standards are met without impairing workflow.
+ Following-up to ensure resolution and completion of tasks.
**Ability to**
+ Use oral and written communication skills to interact effectively with and guide Financial Advisors and their clients on various planning options.
+ Incorporate the financial needs and goals of a client into a succinct, professional presentation outlining their options.
+ Read and interpret technical and legal documents, and apply the information as appropriate.
+ Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
+ Provide a high level of customer service in a calm, courteous and professional manner.
+ Establish and maintain effective working relationships at all levels of the organization.
+ Work independently as well as collaboratively within a team environment.
**Education/Previous Experience**
+ Bachelor's degree (B.A.) from four-year college or university in related field and three (3) to five (5) years experience in the financial, tax, retirement and estate planning field or in marketing these services.
+ OR ~
+ Any equivalent combination of experience, education, and/or training as approved by Human Resources.
**Licenses/Certifications**
+ SIE required provided that an exemption or grandfathering cannot be applied.
+ Series 7 or ability to obtain within two (2) years.
+ Certified Financial Planner (CFP) designation or ability to obtain within one (1) years.
**Education**
Bachelor's, Bachelor's: Business Administration, Bachelor's: Finance
**Work Experience**
General Experience - 3 to 6 years
**Certifications**
**Travel**
Less than 25%
**Workstyle**
Hybrid
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-JM1
Compliance & Financial Planning Analyst, Property & Casualty Insurance
Posted 8 days ago
Job Viewed
Job Description
Location: Tampa, FL 33609
Compensation: $85,000 – $25,000 + 100% Employer-Paid Benefits
Join a trailblazing Property & Casualty (P&C) insurance company that's redefining risk with cutting-edge innovation, financial integrity, and strategic impact. As a Compliance & Financial Planning Analyst , you’ll play a dual-role in ensuring regulatory compliance and driving financial insights. This is a rare opportunity to partner closely with leadership in a high-growth environment where your contributions directly influence the company’s strategic direction. If you’re energized by modernizing insurance from the inside out, this role is for you.
Key ResponsibilitiesManage the preparation and submission of statutory filings (Form B/C, CGAD, licensing, etc.).
Monitor and interpret NAIC and state regulatory developments and advise business leaders.
Enhance and implement compliance processes across departments.
Support regulatory audits, exams, and inquiries from insurance departments.
Drive annual budgeting, forecasting, and long-term financial planning.
Analyze performance drivers including underwriting trends, loss ratios, and capital deployment.
Build financial models and executive dashboards to support strategic decisions.
Collaborate across actuarial, underwriting, and finance to align forecasts with operational realities.
4–6+ years of experience in property & casualty insurance, with a focus on compliance and FP&A.
In-depth knowledge of NAIC regulatory standards and statutory financial reporting.
Expert in Excel and financial modeling; FP&A software experience is a plus.
Strong analytical and communication skills; proactive and intellectually curious.
Comfortable working cross-functionally in a fast-paced, entrepreneurial environment.
Help shape the future of re/insurance with a company at the intersection of finance and innovation.
Work alongside talented professionals who value transparency, collaboration, and bold thinking.
Competitive salary + fully paid benefits including medical, dental, vision, life, STD, and LTD.
Salary/Compensation: $85,000 125,000 per year
recblid 7t0nr3fouiecobzbmmrvo1avpuyh4nSenior Financial Planning and Analysis, Analyst
Posted 4 days ago
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Job Description
Join to apply for the Senior Financial Planning and Analysis, Analyst role at Amplity
Senior Financial Planning and Analysis, Analyst5 days ago Be among the first 25 applicants
Join to apply for the Senior Financial Planning and Analysis, Analyst role at Amplity
Join Amplity, the full-service go-to partner of biopharma companies that delivers flexible + specialized medical + commercial services. No matter where a drug is in its lifecycle, we scale with ease to maximize resources + improve impact for all our clients. Through strategic partnerships + deep therapeutic expertise, Amplity transforms how breakthrough treatments reach the people who need them.
Job Title
Sr FP&A Analyst
Remote/Eastern/Central Time Zones preferred
Position Summary
This role will serve as a strategic finance partner that will drive resource planning and strategy, guiding teams through intelligent investments that will grow and scale the business. You will be responsible for building processes around managing and tracking headcount and other cost drivers, as well as providing analyses that will influence and enable teams to evaluate trade-offs in investments and priorities. You will be directly involved in driving various planning cycles (annual planning, quarterly forecasts, and monthly outlooks), which will include partnering with cross-functional teams to execute financial and operational deliverables. In addition to modeling and forecast work, this role will also frequently present the analytical outputs in various stakeholder meetings. The overall type of work ranges from recurring routine analysis to one-off projects that can be very varied in nature. This role will report to the Vice President of FP&A.
This is a salaried position offering comprehensive benefit package including dental, medical, vision, 401K, company funded long-term, short-term disability, life insurance, wellness programs, company paid holidays, generous PTO, and more.
Essential Functions And Job Responsibilities
- Manage both the financial forecasting process & month-end close responsibilities on a monthly basis.
- Collaborate with key business stakeholders to understand the story behind the numbers and synthesize them into executive-level performance commentary.
- Develop reports and views of data to develop assumptions that drive our analytical models.
- Financial ownership of various Gross Margin and EBITDA optimization levers via the execution and reporting.
- Sales to Margin partner with commercial teams to drive management of sales to margin.
- Drive internal process improvements and continually identify opportunities for automation to allow the team to perform world-class analytics.
- Proactively drive ad hoc strategic and operational analyses or projects.
- Proactively identify key business issues that impact short-term and long-range product and market forecasts; and clearly raise these issues with the cross functional team.
- Ensure accuracy and consistency of data views.
- B.S. Degree in Finance, MBA a plus
- 5+ years FPA experience
- Demonstrated analytical, strategic, operational, organizational, problem solving, and communications skills are required. Strong results orientation and a sense of urgency to get things done with a team spirit are critical.
- Strong communication (verbal and written) and presentation skills.
- Must have strong excel skills.
- Ability to build strong cross functional relationships within an organization.
- Team player with the ability to work independently, proactively, and effectively under pressure.
- Strong financial modeling and analytical skills
- Ability to work in a dynamic environment.
All positions at Amplity have a responsibility to demonstrate our EPIIC Values in order to uphold our high-service standards.
Excellence: We set high standards. We are solutions-focused and achieve outstanding results with a professional and positive attitude.
Passion: We love what we do. Our energy inspires, engages, and motivates others.
Innovation: Our ideas set us apart. We are curious and bold and challenge traditional ways of working.
Integrity: We are open, honest, and transparent. We do the right thing with courage and understanding.
Collaboration: We are better together. We actively seek the participation of others to achieve greater outcomes.
About Us
Amplity powers biopharma innovation through expert-led teams that deliver. Whether you knew us in the 80s as Physician Detailing Inc., or in the 00s as part of Publicis Health , the companies that came together in 2019 to form Amplity have delivered contract medical, commercial + communications excellence for 40+ years.
Our people-driven, tech-enabled DNA fuels everything we do. Our professionals understand the pharmaceutical industry from the inside out. With a deep grasp on product lifecycles, marketing hurdles, operational nuances + the complex needs of providers and patients, we help our clients launch products + operate smoothly with precision across all business shapes, sizes + specialties.
We are on a mission to improve patient outcomes through executional excellence enabling our partners in pharma to thrive in turn. At Amplity, we are allies in excellence. And we do it quicker, better, nicer than anyone else.
Our Diversity Policy
We encourage and support equal employment opportunities for all associates and applicants for employment without regard to sex, race, color, religion, national origin, age, disability, marital status, sexual orientation or veteran status. Employment decisions are evaluated on the basis of an individual's skills, knowledge, abilities, job performance and other qualifications. In addition, Amplity Health maintains policies and procedures designed to comply with applicable federal, state and local laws governing non-discrimination in employment in every location in which Amplity Health has facilities. Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Finance and Sales
- Industries Pharmaceutical Manufacturing
Referrals increase your chances of interviewing at Amplity by 2x
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Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrSenior Financial Planning and Analysis, Analyst
Posted 8 days ago
Job Viewed
Job Description
Join Amplity, the full-service go-to partner of biopharma companies that delivers flexible + specialized medical + commercial services. No matter where a drug is in its lifecycle, we scale with ease to maximize resources + improve impact for all our clients. Through strategic partnerships + deep therapeutic expertise, Amplity transforms how breakthrough treatments reach the people who need them.
Job Title:
Sr FP&A Analyst
Remote/Eastern/Central Time Zones preferred
Position Summary:
This role will serve as a strategic finance partner that will drive resource planning and strategy, guiding teams through intelligent investments that will grow and scale the business. You will be responsible for building processes around managing and tracking headcount and other cost drivers, as well as providing analyses that will influence and enable teams to evaluate trade-offs in investments and priorities. You will be directly involved in driving various planning cycles (annual planning, quarterly forecasts, and monthly outlooks), which will include partnering with cross-functional teams to execute financial and operational deliverables. In addition to modeling and forecast work, this role will also frequently present the analytical outputs in various stakeholder meetings. The overall type of work ranges from recurring routine analysis to one-off projects that can be very varied in nature. This role will report to the Vice President of FP&A.
This is a salaried position offering comprehensive benefit package including dental, medical, vision, 401K, company funded long-term, short-term disability, life insurance, wellness programs, company paid holidays, generous PTO, and more.
Essential Functions and Job Responsibilities:
- Manage both the financial forecasting process & month-end close responsibilities on a monthly basis.
- Collaborate with key business stakeholders to understand the story behind the numbers and synthesize them into executive-level performance commentary.
- Develop reports and views of data to develop assumptions that drive our analytical models.
- Financial ownership of various Gross Margin and EBITDA optimization levers via the execution and reporting.
- Sales to Margin - partner with commercial teams to drive management of sales to margin.
- Drive internal process improvements and continually identify opportunities for automation to allow the team to perform world-class analytics.
- Proactively drive ad hoc strategic and operational analyses or projects.
- Proactively identify key business issues that impact short-term and long-range product and market forecasts; and clearly raise these issues with the cross functional team.
- Ensure accuracy and consistency of data views.
Experience Requirements
- B.S. Degree in Finance, MBA a plus
- 5+ years FPA experience
- Demonstrated analytical, strategic, operational, organizational, problem solving, and communications skills are required. Strong results orientation and a sense of urgency to get things done with a team spirit are critical.
- Strong communication (verbal and written) and presentation skills.
- Must have strong excel skills.
- Ability to build strong cross functional relationships within an organization.
- Team player with the ability to work independently, proactively, and effectively under pressure.
- Strong financial modeling and analytical skills
- Ability to work in a dynamic environment.
EPIIC Values:
All positions at Amplity have a responsibility to demonstrate our EPIIC Values in order to uphold our high-service standards.
Excellence: We set high standards. We are solutions-focused and achieve outstanding results with a professional and positive attitude.
Passion: We love what we do. Our energy inspires, engages, and motivates others.
Innovation: Our ideas set us apart. We are curious and bold and challenge traditional ways of working.
Integrity: We are open, honest, and transparent. We do the right thing with courage and understanding.
Collaboration: We are better together. We actively seek the participation of others to achieve greater outcomes.
About Us
Amplity powers biopharma innovation through expert-led teams that deliver. Whether you knew us in the 80's as Physician Detailing Inc., or in the 00's as part of Publicis Health , the companies that came together in 2019 to form Amplity have delivered contract medical, commercial + communications excellence for 40+ years.
Our people-driven, tech-enabled DNA fuels everything we do.Our professionals understand the pharmaceutical industry from the inside out. With a deep grasp on product lifecycles, marketing hurdles, operational nuances + the complex needs of providers and patients, we help our clients launch products + operate smoothly with precision - across all business shapes, sizes + specialties.
We are on a mission to improve patient outcomes through executional excellence - enabling our partners in pharma to thrive in turn. At Amplity, we are allies in excellence. And we do it quicker, better, nicer than anyone else.
Our Diversity Policy
We encourage and support equal employment opportunities for all associates and applicants for employment without regard to sex, race, color, religion, national origin, age, disability, marital status, sexual orientation or veteran status. Employment decisions are evaluated on the basis of an individual's skills, knowledge, abilities, job performance and other qualifications. In addition, Amplity Health maintains policies and procedures designed to comply with applicable federal, state and local laws governing non-discrimination in employment in every location in which Amplity Health has facilities.
#J-18808-LjbffrFinancial Planning and Analysis Analyst_USA
Posted 3 days ago
Job Viewed
Job Description
Financial Planning and Analysis Analyst_USA Financial Planning and Analysis Analyst_USA 1 day ago Be among the first 25 applicants Dice is the leading career destination for tech experts at every stage of their careers. Our client, TalentBurst, is seeking the following. Apply via Dice today! Title : Financial Planning and Analysis Sr Analyst Location: Dallas, TX or Tampa, FL Duraiton:12 Months W2 Only - No Sponsorship Required This is a procurement position intended for a person with FP&A and experience Not looking for a person tied to just FP&A activities Responsibilities Perform advanced data analysis using Excel (e.g., pivot tables, VLOOKUPs) and other tools; synthesize data into actionable insights and visuals. Support the Senior Manager of Procurement Finance in developing executive-ready PowerPoint presentations with clear storylines and impactful visualizations to inform strategic decision-making. Lead the global savings tracking process, including maintaining savings definitions, documentation, and governance standards; collaborate with Finance, Procurement, and business stakeholders to resolve issues and escalate as needed. Own and manage all savings reporting across various platforms; ensure accuracy and consistency through proactive updates and stakeholder engagement. Maintain and update the Procurement budget tracker monthly; provide reporting and analysis, answer questions from budget owners, and deliver ad hoc support as needed. Manage monthly headcount reporting, ensuring timely and accurate data updates aligned with financial reporting. Maintain and enhance the Procurement item request tracker; address user questions, update approver workflows, and troubleshoot any system issues. 2-5 years of experience Looking for someone that is a proven analyst Strong excel Strong reporting skills Tool savvy-ness PowerBI Smartsheets FP&A experience is strongly preferred Technical skill set of reporting, excel, pivots, lookups, etc Stakeholder engagement Running meetings Being involved in key decision making meetings PP experience Executive level presentations is a bonus (or exposure to it) Maintaining a budget tracker and overseeing the procurement budget Smartsheets tool that tracks budget and forecasting Refreshing tool on a monthly basis Engaging the team when there are questions Helping with various analysts FP&A activity within Procurement Managing several project budgets Hands on with leaders in group Budget management savings within team Ownership of savings smartsheet tool Maintaining documentation Classifying savings, entries within tool Adhoc Reporting Data Governance Travel tracker - maintain requests Monthly travel data and reporting #TB_EN Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Software Development Referrals increase your chances of interviewing at Jobs via Dice by 2x Financial Planning &Analysis / Pharmacy Supply Chain Reconciliation SME Senior FP&A Analyst (Operations support) Finance Reporting Senior Analyst - AVP (Hybrid) Tampa, FL $79,120.00-$18,680.00 1 day ago FINANCIAL EXAMINER/ANALYST II - 79001487 Financial Services - Consulting - Guidewire - Business Analyst - Senior Tampa, FL 101,500.00- 186,000.00 2 weeks ago Trade Finance Ops - Commercial LC Analyst Tampa, FL 61,000.00- 78,000.00 1 week ago Research Financial Compliance Auditor II Tampa, FL 120,000.00- 150,000.00 4 days ago Tampa, FL 140,000.00- 150,000.00 5 days ago Business Analyst - Banking Operations & Finance Financial Services - Global Compliance and Reporting - Real estate -Tax Senior Analyst-EDGE Tampa, FL 70,300.00- 115,900.00 3 days ago Business Analyst - Banking Operations & Finance Tampa, FL 100,000.00- 150,000.00 1 month ago Tampa, FL 60,000.00- 110,000.00 3 days ago Raymond James Trust - Operations Business Analyst Collateral Operations Business Analyst - Hybrid Tampa, FL 56,020.00- 78,180.00 2 weeks ago Business Analyst - Labor Market Information Business Analyst - Labor Market Information Business Analyst Manager - must have P&C Insurance Business Analyst - Unemployment Insurance Tampa, FL 110,000.00- 125,000.00 1 day ago Business Analyst - Unemployment Insurance We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
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Senior Leader, Financial Planning and Analysis
Posted today
Job Viewed
Job Description
Coke Florida is looking for a Senior Leader to join our Financial Planning and Analysis Team that will be based out of our Tampa HQ area office.
What You Will Do:
The Senior Leader of Financial Planning and Analysis (FP&A) will be pivotal in shaping the financial strategy and enhancing the financial performance of Coca-Cola Beverages Florida, LLC. This role demands a visionary leader with strong analytical skills, exceptional strategic thinking, and the capability to lead transformational initiatives. The ideal candidate should demonstrate a successful history in financial planning and analysis, building the department for future growth, and mentoring or coaching team members. Experience in the beverage or consumer goods industry is advantageous. This position will report directly to the Chief Financial Officer (CFO).
Roles and Responsibilities:
- Strategic Financial Planning: Develop and implement comprehensive financial planning processes, including budgeting, forecasting, and long-term financial modeling, to support the company's strategic objectives.
- Transformational Leadership: Lead and drive transformational initiatives to enhance financial performance, operational efficiency, and overall business growth. Collaborate with cross-functional teams to identify and implement process improvements and best practices.
- Financial Analysis and Reporting: Provide insightful financial analysis and reporting to senior management, highlighting key performance indicators, trends, and opportunities for improvement. Develop and maintain financial dashboards and reports to support decision-making.
- Business Partnering: Act as a strategic partner to business functional leaders, providing financial insights and recommendations to support business decisions and drive value creation. Collaborate with various departments, including operations, human resources, commercial, and marketing, to align financial goals with business objectives.
- Risk Management: Evaluate financial risks and opportunities, create strategies to mitigate risks and leverage opportunities with input from leaders. Ensure adherence to financial and company policies.
- Team Leadership: Lead and mentor a high-performing FP&A team, fostering a culture of continuous improvement, collaboration, and professional development. Provide guidance and support to team members to achieve their full potential.
For this role, you will need:
- Bachelor's degree in finance, Accounting, Business Administration, or a related field; MBA or CPA preferred.
- Minimum of 10 years of experience in financial planning and analysis, with at least 5 years in a leadership role.
- Proven track record of leading transformational initiatives and driving strategic financial planning in a fast-paced environment.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights.
- Excellent communication and presentation skills, with the ability to effectively communicate financial information to non-financial stakeholders.
- Proficiency in financial modeling, forecasting, and budgeting tools and software.
- Experience in the beverage or consumer goods industry is a plus.
- Strong leadership and team management skills, with the ability to inspire and motivate a team.
- Exhibited advanced expertise in technical competencies encompassing Excel, SAP, database architecture, as well as planning and forecasting tools.
- Willing to travel (10-20%)
Senior Leader, Financial Planning and Analysis
Posted 9 days ago
Job Viewed
Job Description
Who We Are: Coca-Cola Beverages Florida, LLC (Coke Florida) is a family-owned independent Coca-Cola bottler that is the third largest privately-held and the sixth largest independent Coca-Cola bottler in the United States. Coke Florida sells, markets, manufactures and distributes over 600 products of The Coca-Cola Company and other partner companies including Monster Beverage Corporation and BODYARMOR. In 2024, for the 3rd year in a row, Coke Florida was named as a US Best Managed Company by Deloitte Private and The Wall Street Journal. This program recognizes outstanding U.S. private companies and the achievements of their management teams in four key areas: strategy, ability to execute, corporate culture, and governance/financial performance. What We Offer : Eligible full time Coke Florida Associates can participate in our Total Rewards Program which includes: Total Wellness Programs including health, dental and vision plans 401K program with healthy company match Supplemental Life Insurance Three weeks of vacation pay, and 10 company paid holidays* Tuition reimbursement Employee Assistance Programs (EAP) Competitive compensation Coke Florida is looking for a Senior Leader to join our Financial Planning and Analysis Team that will be based out of our Tampa HQ area office. What You Will Do: The Senior Leader of Financial Planning and Analysis (FP&A) will be pivotal in shaping the financial strategy and enhancing the financial performance of Coca-Cola Beverages Florida, LLC. This role demands a visionary leader with strong analytical skills, exceptional strategic thinking, and the capability to lead transformational initiatives. The ideal candidate should demonstrate a successful history in financial planning and analysis, building the department for future growth, and mentoring or coaching team members. Experience in the beverage or consumer goods industry is advantageous. This position will report directly to the Chief Financial Officer (CFO). Roles and Responsibilities: Strategic Financial Planning: Develop and implement comprehensive financial planning processes, including budgeting, forecasting, and long-term financial modeling, to support the company's strategic objectives. Transformational Leadership: Lead and drive transformational initiatives to enhance financial performance, operational efficiency, and overall business growth. Collaborate with cross-functional teams to identify and implement process improvements and best practices. Financial Analysis and Reporting: Provide insightful financial analysis and reporting to senior management, highlighting key performance indicators, trends, and opportunities for improvement. Develop and maintain financial dashboards and reports to support decision-making. Business Partnering: Act as a strategic partner to business functional leaders, providing financial insights and recommendations to support business decisions and drive value creation. Collaborate with various departments, including operations, human resources, commercial, and marketing, to align financial goals with business objectives. Risk Management: Evaluate financial risks and opportunities, create strategies to mitigate risks and leverage opportunities with input from leaders. Ensure adherence to financial and company policies. Team Leadership: Lead and mentor a high-performing FP&A team, fostering a culture of continuous improvement, collaboration, and professional development. Provide guidance and support to team members to achieve their full potential For this role, you will need: Bachelor's degree in finance, Accounting, Business Administration, or a related field; MBA or CPA preferred. Minimum of 10 years of experience in financial planning and analysis, with at least 5 years in a leadership role. Proven track record of leading transformational initiatives and driving strategic financial planning in a fast-paced environment. Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights. Excellent communication and presentation skills, with the ability to effectively communicate financial information to non-financial stakeholders. Proficiency in financial modeling, forecasting, and budgeting tools and software. Experience in the beverage or consumer goods industry is a plus. Strong leadership and team management skills, with the ability to inspire and motivate a team. Exhibited advanced expertise in technical competencies encompassing Excel, SAP, database architecture, as well as planning and forecasting tools. Willing to travel (10-20%) This job description is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. Coke Florida reserves the right to revise the job description at any time and to assign additional duties and responsibilities as needed. Employment with Coke Florida is at-will. The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions of their job, absent undue hardship. Coca-Cola Beverages Florida is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. #J-18808-Ljbffr
Financial Planning & Analysis Director (FP&A)
Posted 9 days ago
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Description Financial Planning and Analysis Director (In office) At Not Your Mother’s Haircare we celebrate our differences and create high quality, salon-inspired, clean haircare products for all generations. We’re bold, different, and always evolving. We don't follow trends; we set them. We celebrate inclusivity and diversity. That’s why we’re always listening, from behind the scenes in sunny Florida, where every product we develop starts with you. We make a path for every person to express their unique self because self-expression = self-love. We reimagine your haircare products, building in benefits you didn’t know were possible. The FP&A Director will be a critical leader in the overall Finance organization, working across all areas of the Company to provide proactive thought leadership. The role will encompass reporting as well as decision support with different functions of the Company, to ensure that there is a Finance seat at the table when decisions are made. Role Responsibilities – this is a summary of responsibilities of this role for guidance and discussion of expectations but does not include every possible/related task the role is responsible to execute during the day-to-day activities Develop, review, and publish the monthly reporting package and presentation, in collaboration with the accounting team. Manage the Quarterly Forecast and Annual Budget processes. Ownership of the in-year and long-range planning models. Proactive variance analysis to aid in decision making across the Company. Optimize current reporting, and develop new reporting, to provide insights across the organization. Be a thought partner to key functional leaders, to ensure financial analysis and rigor is applied across the Company, including: Sales Team Support – Provide analyses to the Sales team to help understand performance and forecast the business. Included is discussion & analysis of Net Sales performance, from Gross Sales through Trade spending. Additionally, provide forecast support to the VP of Sales to understand risks and opportunities across different customers and categories. Product Innovation – Produce P&Ls for individual innovation projects, for Stage Gate meetings. Work cross-functionally to understand and appropriately challenge inputs on volume, costs, etc. Help to establish long-term goals for Innovation and report against those goals. Establish and monitor Gross Margin targets per category and conduct annual benchmark reviews to ensure competitiveness. Supply Chain Finance – Provide the necessary analyses to understand the performance of the Supply Chain organization in the P&L. Included is alignment of Cost Savings goals, and validation of the savings in the P&L. This would also encompass tracking of cost avoidance, enhance inventory reporting by-location, and ensuring records are tied to the General Ledger. Leverage Artificial Intelligence (AI) and other automated processes to increase productivity, reduce waste, and expand reporting and analysis capabilities by reducing the time needed to process data. Create ad-hoc financial analyses and models, as needed. Facilitate financial literacy and discipline throughout the Company. Requirements Role Skills Financial Acumen – Deep understanding of Corporate Finance, Accounting, Budgeting, and Forecasting. Strategic Financial Leadership – Enhance Company operations through in-depth analysis of financial data and business intelligence. Align financial planning with business strategy. Advanced Data Analysis & Modeling – Able to quickly put together value-driven analyses and clearly communicate key takeaways that come from the data. Proficient in working with large sets of data, potentially utilizing financial software (including AI), and applying statistical methods to analyze financial performance. Visionary Thinking – Ability to synthesize large data sets, forecast economic variables and trends, and drive strong financial decision making. Cross - Functional Leadership & Communication – Lead processes that involve multiple functions, including inputs, analyses, and conclusions. Strong presentation skills when working with senior management. Master Complexity – Breaking down complex business issues to their component parts and building solutions to bring answers to fruition. Role Requirements Bachelor’s degree in finance, accounting, economics, or business administration is required. Minimum of 5 years of managerial experience in Finance required, preferably in FP&A. Deep knowledge of financial modeling, budgeting, and strategic planning is required. Ability to quickly synthesize data and present to executive leadership is required. Advanced degree such as MBA or master's in finance is preferred. Ownership of financial models and reporting in a Direct to Consumer (DTC) business is preferred. Experience leading cross-functional teams is preferred. #J-18808-Ljbffr