69 Financial Managers jobs in Atlanta

Credit Executive, Global Wealth & Investment Management
Atlanta, Georgia
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment. The CE brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth clients.
**Responsibilities:**
- Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements
- Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility
- Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients
- Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration
- Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience
- Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits
**Required Qualifications:**
- 10 plus years of commercial credit or wealth management credit experience
- Strong oral and written communication skills
- Effectively present to Merrill leadership and advisors around Custom Credit
- Strong credit skills (commercial / UHNW)
- Organized and can handle/prioritize several transactions at the same time
- Ability to work well with with underwriting, risk, and other business partners
- Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures
- Conduct preliminary analysis to determine viability of of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.
- Manage ongoing loan portfolio (reporting, covenants, etc.)
**Desired Qualifications:**
- Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans
- BS degree / MBA
**Skills:**
- Business Development
- Loan Structuring
- Negotiation
- Prospecting
- Relationship Building
- Active Listening
- Business Acumen
- Client Management
- Customer and Client Focus
- Profitability Analysis
- Influence
- Pipeline Management
- Portfolio Management
- Problem Solving
- Sales Strategy
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

**Discover Your Career at Emory University**
Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the diversity and excellence of our academic community.
**Description**
The Manager of Investment Accounting and Performance Reporting is an integral member of the Emory Investment Management (EIM) Investment Operations team. All roles function as a member of a broader operations team and may include participating in activities related to any of the 10BN+ in investments under supervision.
KEY RESPONSIBILITIES:
+ Maintains a thorough knowledge of the endowment's operations functions.
+ Maintains responsibilities associated with investment accounting, performance accounting, portfolio operations, internal and external reporting, and other duties as assigned.
+ Works independently and will be assigned to supervise investment operations analyst and accountant.
INVESTMENT ACCOUNTING RESPONSIBILITIES:
+ Oversees the self-administration process.
+ This includes reviewing accounting transactions, monthly and quarterly valuation, accounts reconciliations, financial schedules, researching and resolving accounting issues.
+ Manages the accounting close process and ensures the timely and accurate posting, balancing, and reconciliation of all activities.
+ Monitors outstanding commitments and fees.
+ Reviews expenses, fee payments, and monthly accruals.
+ Communicates and coordinates with the bank custodian on tracking, reconciling, and validating transactions and valuation of the separately managed accounts.
+ Assists with preparation of various audit workpapers.
+ Answers any ad-hoc inquiries, as well as questions related to all investment schedules as needed by the external auditors in a timely manner.
PERFORMANCE REPORTING RESPONSIBILITIES:
+ Maintains and refines a performance and reporting system for the investment portfolios.
+ Tracks investment account activity (including cash flow activities) in order to generate reports for performance purposes.
+ Ensures accuracy of all data and related information.
+ Assists with the verification process.
+ Calculates investment performance data in accordance with industry standards.
+ Reviews and validates performance measurement calculation.
+ Calculates and maintains the composite benchmarks in accordance with the Investment Policy Statement.
+ Maintains supporting schedules and sources for the benchmark calculation.
+ Prepares performance report and communicates performance related information to the investment team.
+ Assists with internal and external reporting needs, including Investment Committee Report preparation and review.
PORTFOLIO OPERATIONS AND OTHER RESPONSIBILITIES:
+ Assists with the operational aspects of the portfolio.
+ Responsible for the oversight of documentation and maintenance of operational policies and procedures.
+ Ensures that operational processes and controls minimize operational risks.
+ Facilitates collaboration to achieve process efficiency.
+ Performs other related duties as required.MINIMUM QUALIFICATIONS:
+ A bachelor's degree, preferably in finance or accounting, and five years of related work experience, OR an equivalent combination of education, training, and experience.
+ Candidate must have or is in the process of pursuing CPA, CFA, CIPM, or MBA.
+ Previous asset management experience preferred; high level of professional maturity, integrity, judgement, and discretion required.
+ Strong organizational skills and an ability to manage multiple complex tasks with a focus on detail, accuracy, and timeliness.
+ Demonstrated ability in analyzing and reconciling large complicated financial data reports.
NOTE: Position tasks are required to be performed in-person at an Emory University location; working remote is not an option. Emory reserves the right to change this status with notice to employee.
**Additional Details**
Emory University is dedicated to providing equal opportunities and equal access to all individuals regardless of race, color, religion, ethnic or national origin, gender, genetic information, age, disability, sexual orientation, gender identity, gender expression, and veteran's status. Emory University does not discriminate in admissions, educational programs, or employment on the basis of any factor stated above or prohibited under applicable law. Students, faculty, and staff are assured of participation in University programs and in the use of facilities without such discrimination. Emory University complies with Executive Order 11246, as amended, Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity and affirmative action. Emory University is committed to achieving a diverse workforce through application of its affirmative action, equal opportunity and nondiscrimination policy in all aspects of employment including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Inquiries regarding this policy should be directed to the Emory University Department of Equity and Inclusion, 201 Dowman Drive, Administration Building, Atlanta, GA 30322.
Emory University is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to request a reasonable accommodation, please contact the Department of Accessibility Services at (V) | (TDD). Please note that one week advance notice is preferred.
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Connect with us for general consideration!
**Job Number** _ _
**Job Type** _Regular Full-Time_
**Division** _Emory Investment Mgmt_
**Department** _Emory Investment Management_
**Job Category** _Accounting and Finance_
**Campus Location (For Posting) : Location** _US-GA-Atlanta_
**_Location : Name_** _Emory Campus-Clifton Corridor_
**Remote Work Classification** _No Remote_
**Health and Safety Information** _Not Applicable_

**Discover Your Career at Emory University**
Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the diversity and excellence of our academic community.
**Description**
KEY RESPONSIBILITIES:
+ Reporting to the Managing Director of Private Markets or the Managing Director of Public Markets, the Director, Investment of Investments, Real Estate and Real Assets is responsible for researching and preparing proposals for strategy considerations within the marketable and/or non-marketable segments of long term assets.
+ Provides backup for the Managing Director of Private Markets or Managing Director of Public Markets, meets with investment managers and presents hiring recommendations and monitors the management of an $11 billion endowment.
+ Conducts asset allocation studies and Monte Carlo simulations, as requested.
+ Participates with the investment team in the formation of risk and return assumptions.
+ Researches and presents risk characteristics of marketable and/or non-marketable portfolio at monthly investment meetings.
+ Develops recommendations for new investment programs and presents to the Investment Committee of the Board of Trustees.
+ Works closely with the Director of Investment Risk Analysis to ensure the desired level of risk is maintained in the portfolios.
+ Performs qualitative and quantitative research on investment strategies and underlying managers.
+ Analyzes present investments and managers for possible modifications as investment choices.
+ Conducts global research with an emphasis on current research priorities.
+ Participates in maintaining and populating an internal database of promising prospective investment managers for each strategy.
+ Updates organization on significant developments.
+ Reviews and negotiates contracts.
+ Performs and maintains appropriate records and files on quantitative and fundamental analysis performed externally and internally.
+ Adjusts funding levels as appropriate.
+ Provides mentoring to analyst(s) performing Investment Analysis.
+ Participates in the creation and development of a relationship with the Goizueta Business School through summer internship and other scholastic programs.
+ Performs related responsibilities as required.
MINIMUM QUALIFICATIONS:
+ A bachelor's degree in business or a related field and six years of capital market or investment management experience, or an equivalent combination of education, training and experience.
+ CFA designation preferred.
+ Knowledge of investment management software tools desirable.
+ A master's degree is preferred.
PREFERRED QUALIFICATIONS:
+ Sourcing and thinking creatively about new real estate and real asset investment opportunities
NOTE: Position tasks are generally required to be performed in-person at an Emory University location. Remote work from home day options may be granted at department discretion. Emory reserves the right to change remote work status with notice to employee.
**Additional Details**
Emory University is dedicated to providing equal opportunities and equal access to all individuals regardless of race, color, religion, ethnic or national origin, gender, genetic information, age, disability, sexual orientation, gender identity, gender expression, and veteran's status. Emory University does not discriminate in admissions, educational programs, or employment on the basis of any factor stated above or prohibited under applicable law. Students, faculty, and staff are assured of participation in University programs and in the use of facilities without such discrimination. Emory University complies with Executive Order 11246, as amended, Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity and affirmative action. Emory University is committed to achieving a diverse workforce through application of its affirmative action, equal opportunity and nondiscrimination policy in all aspects of employment including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Inquiries regarding this policy should be directed to the Emory University Department of Equity and Inclusion, 201 Dowman Drive, Administration Building, Atlanta, GA 30322.
Emory University is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to request a reasonable accommodation, please contact the Department of Accessibility Services at (V) | (TDD). Please note that one week advance notice is preferred.
**Connect With Us!**
Connect with us for general consideration!
**Job Number** _ _
**Job Type** _Regular Full-Time_
**Division** _Emory Investment Mgmt_
**Department** _Emory Investment Management_
**Job Category** _Accounting and Finance_
**Campus Location (For Posting) : Location** _US-GA-Atlanta_
**_Location : Name_** _Emory Campus-Clifton Corridor_
**Remote Work Classification** _Primarily On Campus_
**Health and Safety Information** _Not Applicable_

Description
FP& A ANALYST/MANAGER - Well-Established and Stable Manufacturer in Atlanta
Our client is seeking a skilled FP& A Analyst/Manager to serve as a strategic business partner and problem solver, supporting budgeting, forecasting, financial modeling, and strategic analysis to enable data-driven decision-making across the organization.
Key Responsibilities:
+ Consolidate and analyze financial data, including budgets and income statement forecasts.
+ Develop financial models and conduct benchmarking and process analytics.
+ Track financial performance by comparing actual results against forecasts.
+ Analyze and optimize financial processes to improve efficiency and accuracy.
+ Prepare monthly reports featuring key metrics, financial results, and variance analysis.
+ Lead the annual and quarterly budgeting and forecasting processes.
+ Collaborate with operations to review variances, understand cost drivers, and identify cost-saving opportunities.
+ Drive continuous improvement in operational metrics and financial drivers to ensure accurate profitability analysis and informed tactical decisions.
+ Provide insightful analysis and actionable recommendations to leadership for strategic operational planning.
+ Implement best practices and innovative solutions to enhance financial operations.
+ Build strong partnerships with managers across departments to identify needs and deliver comprehensive business solutions.
+ Identify risks and opportunities and proactively recommend corrective actions.
+ Evaluate financial and operational KPIs to monitor business performance.
Requirements
+ Bachelor's degree in Finance, Accounting, or a related field.
+ CPA or CMA certification.
+ Experience in public accounting, preferably Big 4.
+ Minimum 5 years of experience in financial planning, modeling, and analysis.
+ Knowledge of manufacturing operations is preferred.
+ Strong proficiency in Excel and financial modeling techniques.
+ Experience integrating data-driven forecasting into FP& A processes.
+ Experience collaborating with marketing teams and familiarity with marketing metrics are a plus.
+ Exposure to practices and requirements of major retailers is advantageous.
+ Hands-on experience with full-cycle U.S. GAAP accounting, including monthly financial statement preparation.
If you are interested in this opportunity and possess the necessary qualifications, please submit your formal and confidential resume to Kristen Stough for immediate consideration.
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 ( .

Ready to be pushed beyond what you think you're capable of?
At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
*Team/ Role Paragraph:*
Platform and Core FP&A supports the infrastructure and core teams that power every Coinbase product, including Cloud, Security, and Developer Productivity. Our objective is to provide CFO-level partnership to these mission-critical teams, helping guide decisions on cloud spend, build-versus-buy tradeoffs, and long-range platform investment. From modeling cost dynamics to influencing resourcing strategies, this role sits at the intersection of finance, strategy, and technical execution. It's a uniquely cross-functional seat with exposure to senior leadership and a mandate to help Coinbase scale securely and efficiently.
*What you'll be doing (ie. job duties):***
* Support the development of the annual budget and ongoing forecasting processes, including variance analysis and trend identification.
* Review month-end close activities in collaboration with the Accounting team and be a subject matter expert for the Operations & Technology team.
* Create business review materials and lead presentations with functional leadership.
* Develop tools and resources to drive insights related to budget allocation, attribution analysis and financial reporting which will guide decision making.
* Work cross-functionally with key partners on P&L forecasting, headcount management and ad hoc analysis.
* Develop impactful, compelling presentation materials (decks, notes, write-ups, backup materials, etc.) that effectively communicates financial projections, drivers, business performance, risks and opportunities to leadership.
* Conduct ad-hoc analysis and special projects as requested by senior management.
*What we look for in you (ie. job requirements):***
* University degree in Finance, Accounting, Economics or related subject area.
* Minimum of 7 years experience in an analytical and/or planning role at a public company or consulting, banking, tech etc.
* Experience with financial modeling and analysis.
* Outstanding analytical skill, with a passion for metrics and data; ability to apply in order to influence and drive decision making.
* Self-starter who is intellectually curious and not afraid to seek out projects independently.
* High competence and passion for sophisticated problem solving applying financial modeling and analysis, including advanced dashboards.
* Excellent communication and interpersonal skills with the ability to build relationships with cross-functional teams.
*Nice to haves:*
* Advanced degree in business or finance.
* Experience with visualization tools (Looker, etc.) and financial software (Anaplan, Coupa, NetSuite, etc.) is a plus.
* SQL experience working with large datasets and creating data visualization tools. (Python and SQL skills are a plus.)
* Experience with financial tech, crypto or traditional financial services.
Job #: P65759
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)).
Pay Range:
$166,345-$195,700 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations Data Privacy Notice for Job Candidates and Applicants
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available Disclosure
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations(at)coinbase.com

Casey Quirk Investment & Wealth Management Insights - Senior Manager
Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers, and acquisitions (M&A), and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact.
Casey Quirk (CQ) is part of Deloitte's Strategy Offering, within our broader Strategy & Transactions practice. We have a dedicated team focused on proprietary research known as the Casey Quirk Knowledge Center. As part of our continued growth, we are always looking for talented professionals with an interest in the global investment industry and a passion for providing strategic advice to senior executives.
The CQ Knowledge Center is seeking a visionary, market-savvy Senior Manager to lead and expand our research and insights agenda across the investment management and wealth management marketplaces. This high-impact role is designed for a thought leader who thrives at the intersection of market analysis, executive engagement, and content-driven eminence.
Recruiting for this role ends on 9/30/2025.
Work You'll Do
As a Senior Manager, you will shape forward-looking views, synthesize complex market trends, and serve as a go-to voice on evolving dynamics in buyer behavior, product strategy, operating models, and technology innovation. You will collaborate with senior leaders across the firm and industry to produce actionable insights and contribute to Deloitte's position as a trusted authority in the financial services sector. Key responsibilities:
+ Lead strategic research efforts and intellectual agenda development for investment and wealth management topics.
+ Create forward-looking, hypothesis-driven market insights and thought leadership materials that influence clients and inform strategy.
+ Serve as a market-facing thought leader, presenting findings to industry executives, conference audiences, and internal partners.
+ Guide a team in synthesizing data, developing proprietary frameworks, and delivering impactful points of view across buyer demand, product innovation, operational evolution, and technology disruption.
+ Partner closely with Deloitte Consulting and CQ engagement teams to connect marketplace intelligence to client impact.
+ Build and manage relationships with senior industry stakeholders and maintain a pulse on evolving client needs and competitive dynamics.
+ Set and manage the annual research agenda, including proprietary studies, timelines, conference engagement and PR connectivity
+ Manage Knowledge Center resources, including dedicated team members, research support, and budget.
+ Ensure the Knowledge Center's work maintains the highest standards of analytical rigor, relevance, and influence in the market.
The Team
Our Strategy offering architects bold strategies to achieve business and mission goals, enabling growth, competitive advantage, technology modernization, and continuous digital and AI transformation.
CQ is an industry-focused strategy consulting team who advises to global asset and wealth managers. Our researchers and practitioners deliver end-to-end solutions that span across business strategy, organizational transformation, and technology implementation. The CQ Knowledge Center is a collaborative, entrepreneurial team at the forefront of advising the world's leading financial institutions. The team plays a pivotal role in shaping the firm's point of view and driving influence across Deloitte's global platform.
Qualifications
Required:
+ 8+ years of professional experience in investment management and/or wealth management
+ 8+ years of professional experience in market research and consulting
+ 8+ years of experience defining financial services industry trends, buyer and product landscapes, and the operational and digital transformation shaping the sector
+ 5+ years of experience leading high-performing teams and managing multiple research projects concurrently
+ Proven experience authoring thought leadership or market insights that have reached executive audiences or media platforms
+ Comfort and skill in executive-level presentations, facilitation, and speaking engagements
+ Strong intellectual curiosity and passion for shaping forward-looking market perspectives
+ Bachelor's degree in Finance, Economics, or related discipline
+ Live within commuting distance to one of Deloitte's consulting offices
+ Ability to travel 30%, on average, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
Preferred:
+ MBA or Master's degree in Finance, Economics, or related discipline
+ Prior experience working in or with strategy consulting firms, asset managers, wealth platforms or fintechs
+ Ability to translate complex data and insights into clear, concise narratives for broad audiences
+ Strong network of contacts in the investment or wealth management ecosystem
+ Interest in enhancing current processes and analytical tools, leveraging best-in-class techniques such as GenAI
Information for applicants with a need for accommodation: wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $175,300 to $322,900.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Job Summary:
This managing level employee is responsible for leading internal audit processes, ensuring proper development of budgets and forecasts, overseeing financial modeling efforts, and driving strategic financial planning efforts.
Essential Responsibilities:
+ Pursues professional growth and provides developmental opportunities for others by soliciting and acting on performance feedback; building collaborative, cross-functional relationships; training and developing talent for growth opportunities; delegating tasks and decisions; fostering open dialogue amongst team members; executing performance management guidelines and expectations; and working closely with employees to set goals and provide open feedback and coaching to drive performance improvement.
+ Manages designated work unit by translating business plans into tactical action items; ensuring all policies and procedures are followed; delegating tasks to meet goals and objectives; overseeing the completion of work assignments; aligning team efforts; building accountability for and measuring progress in achieving results; identifying and addressing improvement opportunities; removing obstacles that impact performance; and guiding performance and developing contingency plans accordingly.
+ Leads internal audit process, reviews audit results, and engages with auditors to resolve material weaknesses, implement changes to internal controls and proactively assess high risk areas.
+ Ensures budgets and/or forecasts are developed in accordance with business strategic initiatives by managing the evaluation of budgeting trends; managing the use of budget and forecasting; and managing the development of department/regional budgets.
+ Manages others in advising region/business unit leaders on strategic fiscal matters by monitoring the creation of regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; overseeing regular meetings with leadership to review financial results for their areas; and ensuring others appropriately advise the Kaiser Senior Management team on reading and interpreting financial results, analyzing variances, and improving performance.
+ Oversees financial modeling by reviewing and suggesting models; monitoring risk alternatives; and managing evaluation of what-if scenarios and forecasts.
+ Evaluates the business vision, objectives, and strategic initiatives and maximizes the financial impact of strategies and initiatives.
+ Manages costing activities by monitoring the identification of cost avoidance and cost recovery opportunities.
+ Monitors performance/operations/financial state by managing the use of templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; overseeing financial analyses and results (e.g., operating cash flow analyses, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses); and overseeing variance analysis and results (e.g., volume, P&L line item, cost of goods, rate).
+ Manages reports of region/business unit financial information by monitoring use of financial trends, data analysis reports, and forecasts of income and expense; overseeing assets, liabilities, revenues, and expenses; and monitoring the use of data/inputs from region/business unit systems to support analyses (e.g., membership and utilization reports, volume reporting, day sales inventory, analysis spreadsheets, investment schedules).
+ Ensures field operations are supported by monitoring their operational/financial performance; and recommending areas of improvement.
+ Manages Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by ensuring information reported from software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews is accurate; monitoring the financial status (viability) of business partners; and ensuring risk implications are minimized.
+ Improves financial performance by interpreting financial trends; partnering with business leaders to identify actions that address performance issues; and implementing enhancements to operational issues in order to improve performance.
+ Participates in strategic financial planning by utilizing results of financial, utilization, and benchmark data.
+ Drives strategic financial planning by monitoring financial plans, acquisition activity, financial requirements, and operating forecasts; and overseeing development of financial concepts for financial planning and control.
Minimum Qualifications:
+ Minimum three (3) years experience in a leadership role with or without direct reports.
+ Bachelors degree in finance, business, or related field and Minimum six (6) years Financial Planning & Analysis experience, or directly related business experience. Additional equivalent work experience in a directly related field may be substituted for the degree requirement.
Additional Requirements:
COMPANY: KAISER
TITLE: Manager, Financial Planning & Analysis Georgia
LOCATION: Atlanta, Georgia
REQNUMBER:
External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.

**Become a part of our caring community and help us put health first**
About CenterWell
CenterWell creates experiences that put patients at the center. As the nation's largest provider of senior-focused primary care, one of the largest providers of home health services, and fourth largest pharmacy benefit manager, CenterWell is focused on whole-person health by addressing the physical, emotional and social wellness of our patients. As part of Humana Inc. (NYSE: HUM), CenterWell offers stability, industry-leading benefits, and opportunities to grow yourself and your career. We proudly employ more than 30,000 clinicians who are committed to putting health first - for our teammates, patients, communities and company. By providing flexible scheduling options, clinical certifications, leadership development programs and career coaching, we allow employees to invest in their personal and professional well-being, all from day one. 
Our services:
CenterWell Senior Primary Care provides proactive, preventive care to seniors, including wellness visits, physical exams, chronic condition management, screenings, minor injury treatment and more. Our unique care model focuses on personalized experiences, taking time to listen, learn and address the factors that impact patient well-being. Our integrated care teams, which include physicians, nurses, behavioral health specialists and more, spend up to 50 percent more time with patients, providing compassionate, personalized care that brings better health outcomes. We go beyond physical health by also addressing other factors that can impact a patient's well-being.  
CenterWell Home Health specializes in personalized, comprehensive in-home care for patients managing a chronic condition or recovering from injury, illness, surgery or hospitalization. Our care teams include nurses, physical therapists, occupational therapists, speech-language pathologists, home health aides, and medical social workers - all working together to help patients rehabilitate, recover and regain their independence so they can live healthier and happier lives.
CenterWell Pharmacy provides convenient, safe, reliable pharmacy services and is committed to excellence and quality. Through our home delivery and over-the-counter fulfillment services, specialty, and retail pharmacy locations, we provide customers simple, integrated solutions every time. We care for patients with chronic and complex illnesses, as well as offer personalized clinical and educational services to improve health outcomes and drive superior medication adherence. 
**The** **Principal** **, Financial Planning & Analysis** **,** is responsible for driving business results across the CenterWell segment, both directly and through the Finance teams of each of the individual CenterWell businesses. This associate will help analyze financial, economic, and other data to provide accurate and timely information for strategic and operational decisions that advance individual CenterWell businesses and CenterWell as a consolidated entity. The Principal, Financial Planning & Analysis CenterWell requires an in-depth understanding of each of the CenterWell businesses and how the businesses should work together to maximize the impact to the enterprise.
Key Responsibilities
+ Responsible for managing CenterWell level finance projects and / or deliverables that require input from multiple businesses
+ Gathering inputs from CFOs and other finance team members, digesting information and helping create financial deliverables for the projects
+ Able to handle basic contextual questions on financials and operations
+ Provide financial insights for long-term strategic decision-making across the broader CW segment
+ Support prioritization initiatives, including helping to create standard measuring and tracking methodologies for expected benefits in efforts such asIT Prioritization process and other strategic investment projects
+ Build insights into the financial tradeoffs between the CenterWell businesses and other parts of Humana to optimize Enterprise value
+ Designing standardized recurring deliverables across CenterWell businesses (Monthly Financial Review and other business reviews, Forecasts, Scorecards, Strategic Reviews)
+ Support enterprise finance initiatives, including technology implementations, to modernize and standardize key processes and outputs across the CenterWell finance teams
+ Responsible for managing cost budgeting and tracking across key shared CenterWell resources, including CenterWellStrategy, CenterWell Operations, and Integrated Health teams
+ Support of Integrated Health's analytical work to drive enterprise optimization of growth decisions, including life-time value ("LTV") analysis
+ Close partnership with CFOs, CenterWell Strategy, CenterWell Operations, and Integrated Health teams
+ Project manage Executive leadership requests that fall across the CenterWell businesses: track, clear alignment on deliverables, standardization
**Use your skills to make an impact**
**Required Qualifications**
+ Bachelor's Degree
+ 8 or more years of technical experience
+ 5 or more years of management experience
+ Must be passionate about contributing to an organization focused on continuously improving consumer experiences
Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required.
**Scheduled Weekly Hours**
40
**Pay Range**
The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.
$138,900 - $191,000 per year
This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.
**Description of Benefits**
Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.
Application Deadline:
**About us**
Humana Inc. (NYSE: HUM) is committed to putting health first - for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large.

**Equal Opportunity Employer**
It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.
Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our

Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines. We are at the forefront of change and move at an amazing pace, thanks to our remarkable people, who bring cutting-edge products and services to life for millions of customers every day. If you share in our passion for teamwork, our vision to revolutionize industries and our goal to lead the future in media and technology, we want you to fast-forward your career at Comcast.
**Job Summary**
Responsible for material usage reporting and forecasting for the Division. Collaborates with Supply Chain Planning, regional teams, and Headquarters to ensure Construction targets are met efficiently and accurately. Prepares financial data and models, reports on inventory usage and on-hand health, and contributes to special projects. Requires independent prioritization of work and active engagement across both finance and supply chain functions.
**Job Description**
**Core Responsibilities**
+ Analyzes and communicates weekly metrics, monthly results, quarterly and annual projections.
+ Monitor financial and operational data/performance measurements, communicatefindings and risks and make suggestions to improve processes
+ Assists in the development of strategic materials forecast, identifying risk and opportunity to spend responsibly and accurately.
+ Prepares financial analysis using Performa income statements, present/future value and other calculations.
+ Consistent exercise of independent judgment and discretion in matters of significance.
+ Regular, consistent and punctual attendance. Must be able to work nights and weekends, variable schedule(s) and overtime as necessary.
+ Other duties and responsibilities as assigned.
**Employees at all levels are expected to:**
+ Understand our Operating Principles; make them the guidelines for how you do your job.
+ Own the customer experience - think and act in ways that put our customers first, give them seamless digital options at every touchpoint, and make them promoters of our products and services.
+ Know your stuff - be enthusiastic learners, users and advocates of our game-changing technology, products and services, especially our digital tools and experiences.
+ Win as a team - make big things happen by working together and being open to new ideas.
+ Be an active part of the Net Promoter System - a way of working that brings more employee and customer feedback into the company - by joining huddles, making call backs and helping us elevate opportunities to do better for our customers.
+ Drive results and growth.
+ Support a culture of inclusion in how you work and lead.
+ Do what's right for each other, our customers, investors and our communities.
**Disclaimer:**
+ This information has been designed to indicate the general nature and level of work performed by employees in this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications.
Comcast is an equal opportunity workplace. We will consider all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information, or any other basis protected by applicable law.
**Skills:**
Problem Solving; Financial Planning; Communication; Financial Analysis; Microsoft Excel Data Analysis
Base pay is one part of the Total Rewards that Comcast provides to compensate and recognize employees for their work. Most sales positions are eligible for a Commission under the terms of an applicable plan, while most non-sales positions are eligible for a Bonus. Additionally, Comcast provides best-in-class Benefits to eligible employees. We believe that benefits should connect you to the support you need when it matters most, and should help you care for those who matter most. That's why we provide an array of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality - to help support you physically, financially and emotionally through the big milestones and in your everyday life. Please visit the compensation and benefits summary ( on our careers site for more details.
**Education**
Bachelor's Degree
While possessing the stated degree is preferred, Comcast also may consider applicants who hold some combination of coursework and experience, or who have extensive related professional experience.
**Relevant Work Experience**
2-5 Years
**Job Family Group:** Finance & Accounting