13,155 Financial Planning Analyst jobs in the United States

Job Description

Description:

WHO WE ARE:

Through our offering of furniture, walls, and audio-visual solutions, Continua Interiors is on a mission to transform the way people work, learn and heal across the Midwest. Centered around our core values, Continua places great importance on fostering a supportive work environment that values the culture, community, and connection with both team members and clients. We are not just a company; we are a movement, reshaping the dealer landscape across the Midwest.

OUR CORE VALUES : Strive To Be Great | Do Hard Things | Stronger Together | Own It

POSITION OVERVIEW:

We are seeking a highly analytical and detail-oriented Financial Planning Analyst to join our team. In this role, you will be responsible for compiling, analyzing, and interpreting financial data from five subsidiary companies operating across three different ERP systems. You will play a pivotal role in supporting strategic decision-making by providing actionable insights and ensuring accurate financial reporting and forecasting.

ACCOUNTABILITIES:

• Financial Analysis
• Consolidated Financial Reporting
• Forecasting and Budgeting
• Strategic Collaboration

WHAT YOU'LL BE DOING:

Data Consolidation & Reporting:

• Collect, consolidate, and analyze financial information from five subsidiary companies utilizing three distinct ERP systems.
• Develop and maintain standardized financial reporting templates to streamline consolidation across multiple entities.
• Ensure data accuracy, consistency, and integrity throughout the consolidation process.

Financial Analysis:

• Prepare monthly, quarterly, and annual financial analysis, including variance analysis against budget, forecast, and prior periods.
• Provide insights into revenue trends, cost drivers, profitability, and operational efficiencies.
• Identify opportunities for cost savings and revenue enhancements across the subsidiaries.

Forecasting & Budgeting:

• Collaborate with CFO, accounting teams and business leadership to develop detailed budgets and forecasts.
• Monitor and track performance against financial plans, highlighting key variances and recommending corrective actions.
• Design and implement a rolling 13 week cash forecasting model.

ERP System Integration & Optimization:

• Understand and navigate multiple ERP systems to extract and reconcile financial data effectively.
• Collaborate with IT and finance teams to enhance system integration and data-sharing processes.
• Assist in identifying opportunities for system upgrades or process improvements to enhance reporting efficiency, including data warehouse and business intelligence tools and systems.

Strategic Collaboration:

• Build financial models to aid in financial decision making (Cap Ex., Acquisitions, etc.).
• Partner with leadership teams at both corporate and subsidiary levels to provide insights that drive financial and operational strategies.
• Provide financial support for M&A and strategic investment opportunities
• Present financial findings, trends, and recommendations to CFO & President in a clear and concise manner.

WHAT YOU SHOULD HAVE:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• CPA, CFA, or MBA is a plus, but not required.
• 8+ years of experience in financial planning and analysis, preferably with multi-entity or multinational organizations.
• Advanced Excel skills, experience with AI and data visualization tools (e.g., Power BI, Tableau) are preferred.
• Solid understanding of financial principles, accounting standards, and reporting practices.
• Exceptional analytical and problem-solving skills with keen attention to detail.
• Proven ability to manage multiple priorities and meet tight deadlines in a dynamic environment.
• Strong communication and interpersonal skills for effective collaboration with diverse teams.
• Physical Requirements: While performing the duties of this Job, the employee is regularly required to sit; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and stoop. The employee may occasionally lift and /or move up to 30 pounds. This position may require travel between offices, jobsites, and/or client locations, which may involve extended periods of sitting or standing, lifting light luggage, and adapting to different time zones.

WHAT WE BRING TO THE TABLE:

• A State-of-the-Art Facility with plenty of free parking, incredible technology throughout, and a multitude of workspaces at your disposal
• Use the EOS (Entrepreneurial Operating System) methodology to provide tools to help individuals and teams achieve goals, growth, and improvement.
• Quarterly All Company Meetings
• Seasonal Onsite Flu Shot Clinic
• Community Service opportunities
• Company social hours
• Ability to use your talents and strengths to make a positive impact

COMPENSATION AND BENEFITS :

The hiring compensation range for this position is a base salary of $80,000-$120,000. Actual compensation will be determined based on a variety of factors, including but not limited to the candidate's experience, skills, qualifications, and location, as well as internal equity and market considerations.

Benefits available in this position include:

• Medical, Dental, and Vision insurance
• Company paid Short Term and Long Term Disability insurance
• Critical Illness and Accident Insurance
• HSA, DCA and FSA options available
• Paid time off and holidays
• Paid Parental Leave (MN)
• 401k Match (50% of every 1% up to 4%)

DISCLOSURES :

Notice: The physical demands described above are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their manager.

Notice: This job description is not an employment agreement or contract. Management has the exclusive right to alter this job description at any time without notice.

Continua is a drug-free workplace.

Continua is an Equal Employment Opportunity Employer. All qualified candidates will receive consideration for employment without regard to race, national origin, gender, age, religion, sexual orientation, veteran status, or marital status.

Bridgestone Americas, Inc. (BSAM), headquartered in Nashville, Tennessee, and Bridgestone Europe, Middle East and Africa (BSEMEA), headquartered in Brussels, Belgium, operate collectively as a "Bridgestone West" strategic region. This region services the strategic business needs of teams across the Americas, Europe, Middle East and Africa. BSAM and BSEMEA are subsidiaries of Bridgestone Corporation, globally headquartered in Japan. Bridgestone and its subsidiaries develop, manufacture and market a wide range of Bridgestone, Firestone and associate brand products and solutions to address the needs of a broad range of customers and industries.

Job Category: Finance

Position Summary: We're currently looking for a Lead Financial Analyst to join our team in Nashville, TN. The Lead Financial Analyst- Merchandising will provide strategic decision support and be a trusted business partner for Bridgestone Retail Operations. This successful teammate will play a critical role in budgeting, forecasting, financial reporting, and financial analysis. The position reports to the Senior Manager of Merchandising Finance.

• Serve as a key contributor to the forecasting and budgeting processes.
• Ensure financial results are reported timely, accurately, and in compliance with IFRS (International Financial Reporting Standards).
• Interpret and analyze income statements and balance sheets.
• Develop complex financial models.
• Possesses strong analytical & evaluation skills.
• Proactively drive strategy and finance discussions within the business.
• Manage competing priorities and deadlines in a timely and efficient manner.
• Support and/or lead highly visible special projects on an ad-hoc basis.
• Identify and implement process improvements.
• Communicate candidly and directly to various levels of leadership.

• Bachelor's Degree in Accounting or Finance / MBA a plus
• Minimum of five (5) years of related work experience
• Extensive budgeting, forecasting, and financial analysis experience
• Analytical skills, advanced modeling, financial consolidation, and reporting experience. Must be very proficient in Microsoft Excel and able to work with large amounts of data from various sources
• Ability to work with and communicate effectively with peers and business leaders to gain support for the execution of strategies and initiatives that need to be implemented
• Experience creating Power BI Dashboards is a plus

At Bridgestone, you are Free to Be. We believe people can only provide superior service and quality to others when they bring their whole self to work. We believe in championing all perspectives, individuals and teams because we understand the importance of seeing the world and our business through many different lenses. We are building a team as diverse as the world we serve. So, show us what you are made of, because who you are is what we need.

What we offer: At Bridgestone, what really matters is to foster co-creation opportunities and empowering you to be creative and curious to make mobility safer, more efficient, and more sustainable for future generations. Whatever role you fill, when you represent Bridgestone, you are a valued teammate, and part of our larger mission to "Serve Society with Superior Quality", for that, we offer you more than just a competitive compensation; we will provide you:

• A supportive and engaging onboarding experience to ensure a smooth transition into our team.
• The opportunity to develop and grow, through training and regular mentorship.
• Corporate Social Responsibility activities.
• A truly global, dynamic and challenging work environment.
• Agility and work/life effectiveness and your long-term well-being.
• A diverse and inclusive team.

Bridgestone is proud to be an Equal Employment Opportunity employer. It is our policy to consider for employment all individuals regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, gender, sex, sexual orientation, gender identity and/or expression, genetic information, veteran status, or any other characteristic protected by federal, state or local law.

Employment Eligibility: If hired, a Form I-9 Employment Eligibility Verification must be completed at the start of employment. Temporary work authorization or the need for sponsorship may disqualify you from employment.

Bridgestone Americas, Inc. (BSAM), headquartered in Nashville, Tennessee, and Bridgestone Europe, Middle East and Africa (BSEMEA), headquartered in Brussels, Belgium, operate collectively as a "Bridgestone West" strategic region. This region services the strategic business needs of teams across the Americas, Europe, Middle East and Africa. BSAM and BSEMEA are subsidiaries of Bridgestone Corporation, globally headquartered in Japan. Bridgestone and its subsidiaries develop, manufacture and market a wide range of Bridgestone, Firestone and associate brand products and solutions to address the needs of a broad range of customers and industries.

We're currently looking for a Lead Financial Analyst to join our team in Nashville, TN.

The Lead Financial Analyst- Merchandising will provide strategic decision support and be a trusted business partner for Bridgestone Retail Operations. This successful teammate will play a critical role in budgeting, forecasting, financial reporting, and financial analysis. The position reports to the Senior Manager of Merchandising Finance.

Responsibilities:

• Serve as a key contributor to the forecasting and budgeting processes.
• Ensure financial results are reported timely, accurately, and in compliance with IFRS (International Financial Reporting Standards).
• Interpret and analyze income statements and balance sheets.
• Develop complex financial models.
• Possesses strong analytical & evaluation skills.
• Proactively drive strategy and finance discussions within the business.
• Manage competing priorities and deadlines in a timely and efficient manner.
• Support and/or lead highly visible special projects on an ad-hoc basis.
• Identify and implement process improvements.
• Communicate candidly and directly to various levels of leadership.

Minimum Qualifications:

• Bachelor's Degree in Accounting or Finance / MBA a plus
• Minimum of five (5) years of related work experience
• Extensive budgeting, forecasting, and financial analysis experience
• Analytical skills, advanced modeling, financial consolidation, and reporting experience. Must be very proficient in Microsoft Excel and able to work with large amounts of data from various sources
• Ability to work with and communicate effectively with peers and business leaders to gain support for the execution of strategies and initiatives that need to be implemented
• Experience creating Power BI Dashboards is a plus

Bridgestone is proud to be an Equal Employment Opportunity / Affirmative Action employer. It is our policy to consider for employment all individuals regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, gender, sex, sexual orientation, gender identity and/or expression, genetic information, veteran status, or any other characteristic protected by federal, state or local law.

If hired, a Form I-9 Employment Eligibility Verification must be completed at the start of employment. Temporary work authorization or the need for sponsorship may disqualify you from employment.

Job Type

Full-time

Description

AFG is seeking a motivated and organized Financial Planning Analyst to collaborate with and support a team of financial planners and advisors. The Financial Planning Analyst is responsible for delivering exceptional comprehensive financial planning and investment management services to clients. This position is part of an experienced and knowledgeable team that prides itself on consistently exceeding expectations.

This role will enjoy a remote/hybrid schedule working out of the Pittsburgh, Pennsylvania office 2 days a week.

A typical day will include a mix of the following tasks:

Financial Planning Reports:

• Completes financial planning reports and related tasks.
• Collects, organizes, and extracts relevant financial information from internal sources and third parties to create and update financial planning reports.
• Summarizes and interprets, investment assets, trusts, wills, estate and legal documents, retirement, etc.
• Compiles data into spreadsheet format and planning software.
• Prepares exhibits for client presentations.

• Maintains knowledge of current industry issues pertaining to financial and tax planning, investment management, estate, and reporting.
• Analyzes financial planning reports to form logical conclusions based on economic principals.
• Completes analysis and research projects. Will summarize findings, requests feedback from advisors and the financial planning department.

• Create, update, and maintain orderly client paper and digital files as needed.
• Calculates and enter cost basis information.
• Confirms portfolio accounting software accuracy.
• Performs data reconciliation on portfolios for financial reporting.
• Assists in the creation, enhancement, documentation of processes and procedures.

• Bachelor's degree (BA/BS) from a four-year college or university, or an equivalent combination of education and experience.
• Minimum of two years of experience as a Financial Planning Analyst.
• A strong attention to detail mindset with a focus on accuracy, initiative, and follow-through.
• Strong written and verbal communication skills to effectively work with clients and colleagues.
• Certified Financial Planner (CFP®) designation is strongly preferred but not required. Candidates who do not currently hold the designation will be expected to begin the CFP® program within their first year of employment.
• The ability to quickly become proficient in various client management and financial related software programs (eMoney and MoneyGuide Pro).
• Strong Microsoft Office skills, with specific focus on Excel. Must have previous experience on creating and modifying spreadsheet.

• A comprehensive benefits package that includes medical (2 plan options), dental, vision, core and buy-up life insurance, short and long-term disability coverage and company funded flexible spending accounts.
• Generous paid time off program.
• A best-in-class 401K plan with online planning and reporting tools.
• Wellness program with additional time off rewards.
• Easily accessible office with free parking for onsite days.

Senior Financial Planning Analyst Irvine, CA (Hybrid) 4-Month Contract (Possibility for extension) Job ID

Solugenix is assisting a client, a prestigious and large investment management company in their search for a

Senior.

Who we are:
Farm Credit Bank of Texas is a c$40 billion wholesale bank that has been financing agriculture and rural America for over 100 years. Headquartered in Austin, Texas, we provide funding and services to rural lending associations in five states, and we are active in the nation's capital markets.
Farm Credit Bank of Texas plays a critical role in supporting the businesses that make it possible for America to maintain access to an affordable and safe food supply, an industry which is one of the most innovative and evolving of our time. And while you help us deliver on our mission, we deliver on our commitment to you as a valued employee by providing competitive compensation, generous health and wellness benefits packages and an attractive hybrid workplace located along the bluffs of the Colorado River, just minutes west of downtown Austin. We seek out top talent in their fields, whether it be in technology, finance, accounting, credit, human resource s, or other administrative functions, and welcome you to join us in our mission to feed the world.

Position Description:
We are searching for a Lead Financial Planning Analyst to be responsible for leading the Bank's effort to compile and analyze the annual operating expense budget efforts. Also responsible for the monthly analysis of the Bank's results comparing the actual operating expenses to the budget for the Bank and each cost center for reporting to select Bank management. This employee will work with the Bank's accounting and reporting department to drive process improvements to ensure efficiencies in the daily, monthly and annual reporting deliverables.
Day-to Day-Duties and Responsibilities:
Working in our hybrid work design you will:
- Responsible for the Bank's monthly budget variance analysis for operating expenses comparing actual expenses to budgeted expenses, detailed purchased services analysis by cost center, and other summary reporting. Efforts will include distribution of select information to Bank management.
- Responsible for leading the bank-wide compilation and analysis of the Bank's annual operating expense budget process. Effort will include interaction with Bank department management to ensure accurate information is provided to Bank senior management and the board of directors.
- Responsible for the Bank's quarterly forecasting compilation and analysis by cost center and division.
- Train other staff members in department to prepare or review reports and schedules that fall with the responsibility of Financial Planning, if applicable.
- Works with other Senior Accountants, Lead Accountants and Managers across Accounting and Reporting to ensure operational expense line items are properly categorized by cost center and division to ensure correlation with budget/forecast.
- Serves as a lead to help drive process improvement effo rts undertaken by the accounting and reporting groups. Efforts include identification of ways to better leverage existing technologies and systems and identification of ways to automate manual processes. As changes are deployed will also need to ensure that documentation and any SOX control language is updated.
- Involved with establishing and monitoring the implementation and maintenance of accounting controls and procedures.
- Ensures all accounting and other internal reporting deadlines are met.
What You Bring to the Team:
Our ideal candidate lives within a commutable distance from our office and appreciates the value of the hybrid work design.
It's an important role that covers many skills. This position prefers a degree in Business Administration with a major in accounting, finance or related field plus five (5) or more years of work experience. Experience with corporate financial planning and analysis along with Adaptive Insights is prefera ble.
The ideal candidate must possess interpersonal relationship skills and excellent written and oral communication skills. Demonstrated problem solving and organizational skills are essential. Must be able to accomplish accurate, detailed tasks in short timeframes. Must exhibit overall knowledge of financial planning and analysis skills. Would prefer familiarity with generally accepted accounting principles (GAAP) and be able to apply them to the Bank's accounting issues. Must be able to work unsupervised and organize assigned workload to accomplish all tasks in the time required. Must have knowledge and experience with Microsoft Excel and Word and knowledge of other planning/reporting tools.
Our benefits:
In addition to a competitive salary, we offer comprehensive, affordable, and competitive benefit options that are focused on health and wellness, financial security, and achieving a work-life balance:
- Flexible and affordable health and wellness b enefits, including medical insurance, prescription drug coverage, dental insurance, vision care, flexible spending accounts, and more.
- 401(k) plan that includes an employer match (up to 4%) plus an additional employer contribution (up to 5%), both of which vest on the first day of employment
- Employer paid long-term disability and life insurance
- Generous vacation leave, sick leave, and up to eleven paid holidays
- Paid parental leave program of up to six weeks
- Up to two days per year to volunteer in local community organizations, services, or events
- Ongoing professional development opportunities
- Generous tuition-reimbursement program
- Physical fitness incentive plan
- Employer matching gifts program
- Modern hybrid work schedule combining in office and remote work locations.
Our culture:
In a world filled with unpredictable challenges, we invest in our people and ensure they have dependable careers w ith ample growth opportunities. As part of the larger Farm Credit System, we focus on building our culture around personal relationships and the ability to be connected to leadership through in-person conversations, regular town halls and employee engagement events. We are deeply committed to attracting and fostering a diverse workforce, development and career advancement and recognizing the hard work of individuals who contribute to our success.
Important note: We care about your hiring process and take it seriously. A real person will review your applications, meaning response timelines may vary. The interviewing process at Farm Credit Bank of Texas may include phone calls and emails, on-site interviews, and requests for portfolios or demonstrations of work. We cannot personally follow-up with each applicant, and we will do our best to create a professional, respectful, and thorough process for candidates with whom we identify as a potential fit.

A/EOE/M/F/D/V
#LI-Hybrid