4,388 Investment Adviser jobs in the United States

Company Description
AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas - immunology, oncology, neuroscience, and eye care - and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit us at Follow @abbvie on X, Facebook, Instagram, YouTube, LinkedIn and Tik Tok ( .
Job Description
Purpose:
PRM Finance Manager to support Plastics and Regenerative Medicine business. This position takes the lead, with guidance from the PRM Finance Director, in managing the full P&L for Regen Med. The Finance Manager acts as a business partner and strategic thought leader in collaboration with the Marketing and Commercial teams. Primary responsibilities include modeling Sales to Distribution Margin, coordinating all planning cycles (Plan, LBE, LRP), and acting as financial planning lead for Regen Med (including GTN, royalties, and warranty). Other key responsibilities include promotion modeling, pricing analysis, daily/weekly/monthly reports (sales analytics), weekly sales tracking, and acting as liaison with Sales, Marketing, Operations, Customer Operations (customer service), and SP&A (sales planning & analytics). This is in addition to core finance/accounting functions such as (but not limited to) preparing journal entries, assessing balance sheet risk, month-end reporting, financial controls and ad hoc analysis to support the Commercial business.
Responsibilities:
+ + Lead the planning process for LBE, LRP and Plan and build out forecasting and revenue reporting models for Regen Med
+ Prepare month-end and LBE commentary for Commercial and Global FP&A teams
+ Responsible for demand forecast and act as the financial representative on S&Op
+ Comment on variance drivers vs. forecast targets on > 100 key SKU's
+ Support Brand's strategic decisions and ensure forecasts are aligned to Commercial strategy
+ Complete ad hoc promotion modeling and pricing analysis
+ Royalty calculation and coordinate payout
+ Prepare Rebate calculation and Journal entries and partner with commercial team to ensure adequacy of reserves
+ Coordinate all deliverables and create analysis/presentations for planning cycle presentations (Plan, LBE, LRP)
+ Lead Regen Med SG&A planning and COGS/OMC/OCOS forecasts
+ Prepare weekly sales tracking for Sales & Marketing
+ Provide in-depth analysis of business results, identifying emerging risks and opportunities and regularly communicate findings to senior management
+ Drive best practices, reducing manual work and leveraging system tools (i.e. PowerBI, Wdesk) to increase understanding and engagement of data reporting with stakeholders
+ Month-end close activities such as accruals, reserve analysis and balance sheet reconciliations
+ Perform variety of tasks, financial controls and ad-hoc analysis, as required
Qualifications
Qualifications:
+ Bachelor's degree in Finance or Accounting (CPA or MBA a plus)
+ 5-7 years of work experience in forecasting, simulation and other quantitative forecasting methodologies.
+ Strong interpersonal skills, including being a team player while also having the ability to partner with and influence others
+ Self-starter with ability to operate independently, drive processes, identify and implement process improvements, and establish & adjust priorities to achieve objectives
+ Ability to manage multiple priorities and tight deadlines
+ Excellent planning, organization, and time management/efficiency skills
+ Results & process oriented, focusing on process improvements to drive higher levels of performance
+ High competency with MS Excel, PowerPoint, and financial planning tools; experience in PowerBI is a plus; knowledge of SAP ideal, but not necessary
Additional Information
Applicable only to applicants applying to a position in any location with pay disclosure requirements under state or local law:
+ The compensation range described below is the range of possible base pay compensation that the Company believes in good faith it will pay for this role at the time of this posting based on the job grade for this position. Individual compensation paid within this range will depend on many factors including geographic location, and we may ultimately pay more or less than the posted range. This range may be modified in the future.
+ We offer a comprehensive package of benefits including paid time off (vacation, holidays, sick), medical/dental/vision insurance and 401(k) to eligible employees.
+ This job is eligible to participate in our short-term incentive programs.
+ This job is eligible to participate in our long-term incentive programs
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, incentive, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole and absolute discretion unless and until paid and may be modified at the Company's sole and absolute discretion, consistent with applicable law.
AbbVie is an equal opportunity employer and is committed to operating with integrity, driving innovation, transforming lives and serving our community.  Equal Opportunity Employer/Veterans/Disabled.
US & Puerto Rico only - to learn more, visit & Puerto Rico applicants seeking a reasonable accommodation, click here to learn more:
$106,500 - $202,500

Responsibilities:
Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Define, deliver, and adapt specialized financial products that meet customer needs by selecting the best possible approaches available within established systems.
Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
Advise managers how to apply a wide variety of existing procedures and precedents.
Act as first-line supervisor of a team providing customer service support, and play a key role in helping to achieve targets in areas such as productivity or turnaround times. Deal with most complex and valuable issues.
Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills:
Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.
Works without supervision and provides technical guidance when required to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.
Works without supervision and provides technical guidance when required to accurately identify and understand the key buying influences pertaining to an opportunity.
Works without supervision and provides technical guidance when required to quickly and accurately define the needs of the key buying influencers.
Works without supervision and provides technical guidance when required to quickly and effectively establish trust within the buying centers in the client's organization.
Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.
Works without supervision and provides technical guidance when required to orient the seller's organization around delivering to the key needs of their customers.
Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making.
Works without supervision and provides technical guidance when required to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.
Works without supervision and provides technical guidance when required to acknowledge and ask questions to understand the circumstances surrounding client indifference.
Works without supervision and provides technical guidance when required to acknowledge a client's indifference and gain agreement from the client to discover the root causes of resistance.
Works without supervision and provides technical guidance when required to uncover clients' explicit needs and/or unforeseen opportunities and challenges.
Works with full competence to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works without supervision and may provide technical guidance.
Works without supervision and provides technical guidance when required to articulate the customer needs in the customer's business language and business context.
Works without supervision and provides technical guidance when required to quickly identify and accurately articulate why a client does or does not want a change based on their business objectives and challenges.
Uses clear and effective verbal communications skills without supervision and provides technical guidance when required on expressing ideas, requesting actions and formulating plans or policies.
Works with full competence to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works without supervision and may provide technical guidance.
Works without supervision and provides technical guidance when required to arrive at mutually beneficial commitments that help move the sales/client relationship forward.
Applies understanding of the business environment and objectives to develop solutions without supervision, while also providing technical assistance when necessary.
Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.
Works without supervision while providing technical guidance as needed on meeting high customer service standards.
Works without supervision and provides technical guidance when required on understanding and effectively operating all customer management systems.
Works without supervision and provides technical guidance when required to ask questions that encourage the client to talk openly about their key objectives and challenges.
Works without supervision and provides technical guidance when required to clearly present solutions that link directly to the key objectives and challenges important to the client.
Works with full competence to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works without supervision and may provide technical guidance.
Works with full competence to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works without supervision and may provide technical guidance.
Works without supervision and provides technical guidance when required to facilitate the commercial details of an opportunity such that both parties are satisfied with the value gained.
Works without supervision and provides technical guidance when required to carefully prepare for client interactions using established frameworks.
Works without supervision and provides technical guidance when required to identify ideal potential clients.
Works without supervision and provides technical guidance when required to spend the appropriate time for the size and potential of each opportunity.
Works with full competence to recognize sales opportunities during service interactions to enhance overall customer service. Typically works without supervision and may provide technical guidance.

Description
We are offering an exciting opportunity for a Financial Planning Analyst in Houston, Texas. You will be instrumental in handling customer accounts, processing financial plans, and supervising new client onboarding. Your role will also include tracking and resolving customer inquiries, and working in a team environment with other analysts.
Responsibilities:
+ Conduct in-depth assessments of clients' financial situations, including income, expenses, investments, and liabilities.
+ Analyze clients' financial goals, risk tolerance, and retirement needs.
+ Prepare personalized financial plans based on clients' short- and long-term goals.
+ Advise clients on retirement planning, including 401(k), IRA, pension plans, and other retirement savings accounts.
+ Help clients determine how much they need to save for retirement and create a strategy to meet those targets.
+ Plan for retirement income strategies and minimizing tax liabilities in retirement.
+ Collaborate with tax professionals and attorneys to assist clients in tax planning and minimizing tax liabilities.
+ Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of trusts, wills, and life insurance.
+ Provide guidance on charitable giving strategies to support clients' philanthropic goals.
+ Assess clients' insurance needs and recommend policies for life, health, disability, and long-term care insurance.
+ Advise clients on managing personal and business risks and mitigating potential financial losses.
+ Educate clients on financial products, investment principles, budgeting, and other areas of personal finance.
+ Help clients make informed decisions about saving, spending, and investing their money.
+ Foster long-term relationships with clients by acting as a trusted advisor and providing continuous guidance.
+ Monitor clients' financial situations on a regular basis, making adjustments to plans and investments as needed.
+ Review financial plans with clients annually to ensure that their goals are on track and modify strategies based on life changes or new financial circumstances.
For immediate consideration, contact
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- CFP Designation
- Proficiency in financial planning and strategy.
- Knowledge of financial forecasting and diagnosis, corporate finance, and information analysis.
- Proficient in spreadsheets, databases, and financial software applications.
- Strong analytical skills to assess data, facts, and figures used to develop strategies.
- Exceptional communication skills to effectively convey financial information to non-financial colleagues.
- Ability to work independently and collaborate effectively as part of a team.
For immediate consideration, contact
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Description
We are seeking a Financial Planning Analyst based in Philadelphia, Pennsylvania. The role involves providing support to our client's advisory team, focusing on the wealth management and financial planning needs of their clients. The successful candidate will be responsible for daily account administration, investment proposal preparation, and performance review, along with assisting in preparing deliverables that cover all areas of Financial Planning.
Responsibilities:
- Compile reports on portfolio performance on a regular basis
- Monitor and update client asset allocations
- Conduct due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds
- Prepare and coordinate materials for client meetings
- Compile quarterly tax projections
- Handle account creation and maintenance
- Manage money movement including wire transfers and journals
- Maintain and update the database regularly
- Conduct ad hoc project management
- Assist in portfolio performance updates
- Provide operational functions to support the Partners and their team.
Skills:
- Annual Financial Plan
- Financial Planning
- Financial Reconciliation
- Financial Services
- Personal Financial Specialist
Requirements - Possession of a minimum of one year of experience in financial planning or related roles
- Proficiency in creating and managing annual financial plans
- Demonstrated ability in conducting financial reconciliation
- Prior experience in the financial services sector
- Certification or relevant experience as a Personal Financial Specialist
- Exceptional analytical skills and attention to detail
- Strong communication and presentation skills
- Proficiency in using financial software and Microsoft Office Suite
- Ability to work independently and as part of a team
- Bachelor's degree in Finance, Accounting, or related field is preferred
- Strong ethical standards and integrity in handling financial data.
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 ( .

Company Summary Statement
As one of the largest investor-owned utility companies in the United States, PPL Corporation (NYSE: PPL), is committed to creating long-term, sustainable value for our 3.5 million customers, our shareowners and the communities we serve. Our high-performing regulated utilities - PPL Electric Utilities, Louisville Gas and Electric, Kentucky Utilities and Rhode Island Energy - provide an outstanding experience for our customers, consistently ranking among the best utilities in the nation. PPL's companies are also addressing challenges head-on by investing in new infrastructure and technology that is creating a smarter, more reliable and resilient energy grid. We are committed to doing our part to advance a cleaner energy future and drive innovation that enables us to achieve net-zero carbon emissions by 2050 while maintaining energy reliability and affordability for the customers and communities we serve. PPL is a positive force in the cities and towns where we do business, providing support for programs and organizations that empower the success of future generations by helping to build and maintain strong, diverse communities today.
Overview
This position is responsible for corporate level budgeting and financial planning duties and will work in close coordination with PPL's corporate budgeting team. The Senior Analyst will serve a key role in PPL Corporation (PPL Corp.) budgeting and business planning process including ongoing management and administration of the Company's budgeting activities throughout the year, PPL Services Corporation's ("PPL Services") cost allocation activities and the associated rate case filings, internal reporting to senior management, and special projects that require the expertise of the budgeting section of Financial Planning. Under direct supervision, responsibilities include producing high quality, timely budgeting and planning related work products. Depends on others for instruction, guidance and direction.
**_This position will report in person on a hybrid schedule and can be based out of PPL's corporate offices located in either Louisville, KY or Allentown, PA_**
_#PPL_
_#LG&EKU_
_#INDPPL_
_#INDLGE_
Responsibilities
**_This position may be hired at the Associate, Staff or Senior Analyst level. Responsibilities listed below reflect those of the Staff level. varying responsibilities may be included for the Associate or Senior level positions._**
+ Coordinate O&M and capital budgeting scheduling and activities for PPL Services and other PPL Corporation subsidiaries as appropriate.
+ Provide support for budgeting and reporting activities for PPL Services support groups.
+ Perform PPL Services' direct and indirect cost allocation process in compliance with both FERC and PUC guidelines. Provide support related to affiliated transactions for rate case filings, as well as supporting rate case schedules, as required. Ensure the accurate transfer of O&M and capital budget information to PPL Corp.'s corporate business planning model.
+ Provide variance reporting for PPL Services O&M and capital costs to senior management monthly and, when requested, conduct ad hoc studies on these types of expenditures.
+ Provide support for corporate SEC reporting requirements.
+ Contributes to special projects and ad hoc financial analysis at the request of various levels of management under direct supervision.
+ Performs other duties as directed or assigned.
+ Complies with all policies and standards.
Qualifications
**_This position may be hired at the Associate, Staff or Senior Analyst level. Level offered will be determined by the successful candidate's background, education & experience._**
**Associate Analyst Basic Qualifications**
+ Bachelor's Degree in Finance, Accounting or related discipline.
+ 0 to 2 years financial experience, which could include co-op assignments
+ Requires knowledge and skills in own discipline; still acquiring higher level skills.
**Staff Analyst Basic Qualifications**
+ Bachelor's Degree in Accounting, Finance or related discipline
+ At least 2 years of accounting or finance experience, which could include co-op assignments
+ Requires knowledge and skills in own discipline; still acquiring higher level skills
**Senior Analyst Basic Qualifications**
+ Bachelor's Degree in Accounting, Finance or related discipline
+ At least 5 years of accounting or finance experience
+ Requires in-depth experience, knowledge and skills in own discipline
+ Intermediate knowledge of Excel
+ Strong attention to detail
+ Good communication skills
+ Self Starter with natural curiosity and willingness to solve problems independently
**Preferred Qualifications**
+ Master's Degree in Finance or Accounting
+ CFA/CPA
+ Working knowledge of UIP Planner budget system
+ Capacity to perform analysis while understanding the big picture implications and willingness to solve problems
**_This position may be hired at the Associate, Staff or Senior Analyst level. Level offered will be determined by the successful candidate's background, education & experience._**
**Associate Analyst Basic Qualifications**
+ Bachelor's Degree in Finance, Accounting or related discipline.
+ 0 to 2 years financial experience, which could include co-op assignments
+ Requires knowledge and skills in own discipline; still acquiring higher level skills.
**Staff Analyst Basic Qualifications**
+ Bachelor's Degree in Accounting, Finance or related discipline
+ At least 2 years of accounting or finance experience, which could include co-op assignments
+ Requires knowledge and skills in own discipline; still acquiring higher level skills
**Senior Analyst Basic Qualifications**
+ Bachelor's Degree in Accounting, Finance or related discipline
+ At least 5 years of accounting or finance experience
+ Requires in-depth experience, knowledge and skills in own discipline
+ Intermediate knowledge of Excel
+ Strong attention to detail
+ Good communication skills
+ Self Starter with natural curiosity and willingness to solve problems independently
**Preferred Qualifications**
+ Master's Degree in Finance or Accounting
+ CFA/CPA
+ Working knowledge of UIP Planner budget system
+ Capacity to perform analysis while understanding the big picture implications and willingness to solve problems
**_This position may be hired at the Associate, Staff or Senior Analyst level. Responsibilities listed below reflect those of the Staff level. varying responsibilities may be included for the Associate or Senior level positions._**
+ Coordinate O&M and capital budgeting scheduling and activities for PPL Services and other PPL Corporation subsidiaries as appropriate.
+ Provide support for budgeting and reporting activities for PPL Services support groups.
+ Perform PPL Services' direct and indirect cost allocation process in compliance with both FERC and PUC guidelines. Provide support related to affiliated transactions for rate case filings, as well as supporting rate case schedules, as required. Ensure the accurate transfer of O&M and capital budget information to PPL Corp.'s corporate business planning model.
+ Provide variance reporting for PPL Services O&M and capital costs to senior management monthly and, when requested, conduct ad hoc studies on these types of expenditures.
+ Provide support for corporate SEC reporting requirements.
+ Contributes to special projects and ad hoc financial analysis at the request of various levels of management under direct supervision.
+ Performs other duties as directed or assigned.
+ Complies with all policies and standards.
Remote Work
The company reserves the right to determine if this position will be assigned to work on-site, remotely, or a combination of both. Assigned work location may change. In the case of remote work, physical presence in the office/on-site may be required to engage in face-to-face interaction and coordination of work among direct reports and co-workers.
Equal Employment Opportunity
Our company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, national origin, protected veteran status, sexual orientation, gender identify, genetic information, disability status, or any other protected characteristic.

Butterball, LLC, one of America’s most iconic brands, helps consumers celebrate Thanksgiving and every day in between. Located in the thriving Raleigh-Durham, North Carolina area, our goal is to provide a diverse array of career opportunities and paths which include our farms, processing facilities and support offices. We are the largest producer of turkey products in the U.S., and we make a lot more than Thanksgiving turkeys. Our company’s measurable growth is in no small part due to our team members in North Carolina, Arkansas, Illinois, and Missouri, who each have a seat at the table to contribute to our success

This position is required to work onsite in our Garner, NC office five days a week.

Job Summary

Oversees the team responsible for financial planning, forecasting, and analysis activities to support key business strategy and ensure the company’s financial health. Works closely with senior management and cross-functional teams to provide actionable insights that yield performance improvements. Oversees revenue reporting functions and fosters a high-performing, collaborative environment aligned with organizational goals.

Key Responsibilities

1. Manages a team of entry to established level individual contributors and/or supervisors. Provides guidance, coaching, and support to ensure successful delivery of department goals. Responsible for HR activities such as hiring, terminations, performance management, goal setting, team member development, scheduling, etc. Enforces and meaningfully contributes to the development of systems, policies, and procedures. Participates in strategic planning for the function.

2. Equips team members with the tools and training needed to support evolving business needs.

3. Guides and directs the annual budgeting and monthly forecasting processes, ensuring alignment with strategic goals and business priorities.

4. Develops and refines complex financial models to forecast revenue, expenses, capital investments, and cash flow and ensures alignment with strategic goals. Conducts ROI (return on investment) analysis on major capital projects and initiatives, providing recommendations to optimize financial outcomes.

5. Supports data-informed strategic planning initiatives by providing historical data, financial projections, and scenario analysis.

6. Prepares and presents monthly, quarterly, and annual financial reports to senior leadership, including trend analysis, profitability analysis, and key performance indicators (KPIs). Highlights financial trends, risks, and opportunities.

7. Oversees daily, monthly, and quarterly treasury compliance.

8. Acts as a trusted advisor to the business providing financial guidance, insights, and recommendations to improve financial performance.

9. Identifies, develops, and implements process improvements within the FP&A function to increase efficiency, accuracy, and timeliness of financial information.

10. Implements best practices in financial modeling, reporting, and budgeting to support a scalable finance function.

Minimum Qualifications (Educations & Experience)

• Bachelor’s degree in related field (i.e., Accounting, Finance, Economics, etc.) or equivalent

• 6+ years of relevant finance experience or the knowledge, skills, and abilities to succeed in the role, including 1+ years of experience in financial planning & analysis

• 2+ years of leadership experience or the knowledge, skills, and abilities to succeed in the role

Knowledge, Skills, and Abilities

Butterball Core Competencies

Caring about people, valuing contributions, and empowering to succeed is the Butterball Way. We recognize the value that different perspectives and cultures bring to Butterball and seek to create an environment where everyone can thrive. Everyone has a seat at the table and is expected to embody our core competencies:

• Safety First: We put safety first. The health, safety, and well-being of our people, products, and turkeys is everyone's responsibility and everyone's jobs.

• Integrity: We trust each other to do the right thing. We act with integrity and gain the confidence and trust of others through honesty, respect, and authenticity.

• Stewardship: We take care of what matters. We are accountable to our commitments and take responsibility for the well-being of our teams, our quality, our customers, our business, our brand, and our communities. We are always answerable for our actions and those we lead.

• Enthusiastic Attitudes: We create a climate where everyone feels they belong and can be engaged, every day. Where our people are enthusiastic and motivated to do their best and work together to make great things happen.

• Continuous Improvement: We are committed to continuous improvement. We challenge ourselves and our company to constantly learn, develop, grow, improve, and innovate.

Essential Knowledge, Skills, and Abilities

• Strong understanding of budgeting, forecasting, and financial planning

• Knowledge of industry and market trends to align financial strategies with overall business goals, contributing to long-term growth and profitability

• Strong negotiation and leadership skills with the ability to effectively develop, mentor, coach, support, and motivate a team

• Excellent verbal and written communication and interpersonal skills with the ability to present financial information to both financial and non-financial audiences at any level

• Proven expertise in developing complex financial models and forecasts to support corporate planning

• Skilled at assembling large volumes of data and inputs needed to provide data-informed guidance on business strategy and direction

• Sound business acumen and the ability to translate financial data into actionable business insights

• Sound project management skills with the ability to impact results, meet deadlines, and prioritize tasks in a fast-paced environment

• Proficient with Microsoft Suite (Word, PowerPoint, Teams, Outlook, etc.) with advanced Excel and data management skills; Microsoft Power BI, and Enterprise Resource Planning systems (e.g., SAP)

Preferred Knowledge, Skills, and Abilities

• Master's degree in Accounting or Finance

• Certified Public Account (CPA) certification

• Prior work experience in industries such as Manufacturing, Food Manufacturing, or Retail

• Advanced SAP knowledge

Physical Demands

• While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone, keyboard, and occasionally lift up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, color vision and the ability to adjust focus.

Working Conditions & Travel Requirements

• Work may be performed remotely; in a climate-controlled office environment; or a combination of the two. For remote work, the employee must have a dedicated workspace to safely setup and use assigned IT equipment, preferably free from distractions. The employee is responsible for ensuring adequate internet service is available when working remotely (the recommended minimum speed is 20mb download and 5mb upload).

• The noise level of the environment is usually moderate.

• Minimal travel may be required up to 15% of the time.

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of what is required of personnel so classified. Furthermore, they do not imply or establish a contract for employment and are subject to change at the discretion of the employer. Butterball, LLC is an equal opportunity employer and is committed to the fair and impartial treatment of all employees and applicants for employment without regard to gender, age, race, religion, color, national origin, physical or mental disability, military/veteran status, sexual orientation, gender identity and expression, genetic information, marital status, parental status, pregnancy, or any other status protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.

We embrace equal opportunity employment. Butterball is committed to the fair and impartial treatment of all employees and applicants for employment without regard to gender, age, race, religion, color, national origin, physical or mental disability, military/veteran status, sexual orientation, gender identity and expression, genetic information, marital status, parental status, pregnancy, or any other status protected by law. This position is deemed Safety Sensitive for purposes of Butterball’s Drug/Alcohol Screening & Testing Policy. Details will be provided to individuals who receive a conditional job offer, or upon request.

Butterball, LLC, one of America’s most iconic brands, helps consumers celebrate Thanksgiving and every day in between. Located in the thriving Raleigh-Durham, North Carolina area, our goal is to provide a diverse array of career opportunities and paths which include our farms, processing facilities and support offices. We are the largest producer of turkey products in the U.S., and we make a lot more than Thanksgiving turkeys. Our company’s measurable growth is in no small part due to our team members in North Carolina, Arkansas, Illinois, and Missouri, who each have a seat at the table to contribute to our success

This position is required to work onsite in our Garner, NC office five days a week.

Job Summary

Oversees the team responsible for financial planning, forecasting, and analysis activities to support key business strategy and ensure the company’s financial health. Works closely with senior management and cross-functional teams to provide actionable insights that yield performance improvements. Oversees revenue reporting functions and fosters a high-performing, collaborative environment aligned with organizational goals.

Key Responsibilities

1. Manages a team of entry to established level individual contributors and/or supervisors. Provides guidance, coaching, and support to ensure successful delivery of department goals. Responsible for HR activities such as hiring, terminations, performance management, goal setting, team member development, scheduling, etc. Enforces and meaningfully contributes to the development of systems, policies, and procedures. Participates in strategic planning for the function.

2. Equips team members with the tools and training needed to support evolving business needs.

3. Guides and directs the annual budgeting and monthly forecasting processes, ensuring alignment with strategic goals and business priorities.

4. Develops and refines complex financial models to forecast revenue, expenses, capital investments, and cash flow and ensures alignment with strategic goals. Conducts ROI (return on investment) analysis on major capital projects and initiatives, providing recommendations to optimize financial outcomes.

5. Supports data-informed strategic planning initiatives by providing historical data, financial projections, and scenario analysis.

6. Prepares and presents monthly, quarterly, and annual financial reports to senior leadership, including trend analysis, profitability analysis, and key performance indicators (KPIs). Highlights financial trends, risks, and opportunities.

7. Oversees daily, monthly, and quarterly treasury compliance.

8. Acts as a trusted advisor to the business providing financial guidance, insights, and recommendations to improve financial performance.

9. Identifies, develops, and implements process improvements within the FP&A function to increase efficiency, accuracy, and timeliness of financial information.

10. Implements best practices in financial modeling, reporting, and budgeting to support a scalable finance function.

Minimum Qualifications (Educations & Experience)

• Bachelor’s degree in related field (i.e., Accounting, Finance, Economics, etc.) or equivalent

• 6+ years of relevant finance experience or the knowledge, skills, and abilities to succeed in the role, including 1+ years of experience in financial planning & analysis

• 2+ years of leadership experience or the knowledge, skills, and abilities to succeed in the role

Knowledge, Skills, and Abilities

Butterball Core Competencies

Caring about people, valuing contributions, and empowering to succeed is the Butterball Way. We recognize the value that different perspectives and cultures bring to Butterball and seek to create an environment where everyone can thrive. Everyone has a seat at the table and is expected to embody our core competencies:

• Safety First: We put safety first. The health, safety, and well-being of our people, products, and turkeys is everyone's responsibility and everyone's jobs.

• Integrity: We trust each other to do the right thing. We act with integrity and gain the confidence and trust of others through honesty, respect, and authenticity.

• Stewardship: We take care of what matters. We are accountable to our commitments and take responsibility for the well-being of our teams, our quality, our customers, our business, our brand, and our communities. We are always answerable for our actions and those we lead.

• Enthusiastic Attitudes: We create a climate where everyone feels they belong and can be engaged, every day. Where our people are enthusiastic and motivated to do their best and work together to make great things happen.

• Continuous Improvement: We are committed to continuous improvement. We challenge ourselves and our company to constantly learn, develop, grow, improve, and innovate.

Essential Knowledge, Skills, and Abilities

• Strong understanding of budgeting, forecasting, and financial planning

• Knowledge of industry and market trends to align financial strategies with overall business goals, contributing to long-term growth and profitability

• Strong negotiation and leadership skills with the ability to effectively develop, mentor, coach, support, and motivate a team

• Excellent verbal and written communication and interpersonal skills with the ability to present financial information to both financial and non-financial audiences at any level

• Proven expertise in developing complex financial models and forecasts to support corporate planning

• Skilled at assembling large volumes of data and inputs needed to provide data-informed guidance on business strategy and direction

• Sound business acumen and the ability to translate financial data into actionable business insights

• Sound project management skills with the ability to impact results, meet deadlines, and prioritize tasks in a fast-paced environment

• Proficient with Microsoft Suite (Word, PowerPoint, Teams, Outlook, etc.) with advanced Excel and data management skills; Microsoft Power BI, and Enterprise Resource Planning systems (e.g., SAP)

Preferred Knowledge, Skills, and Abilities

• Master's degree in Accounting or Finance

• Certified Public Account (CPA) certification

• Prior work experience in industries such as Manufacturing, Food Manufacturing, or Retail

• Advanced SAP knowledge

Physical Demands

• While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone, keyboard, and occasionally lift up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, color vision and the ability to adjust focus.

Working Conditions & Travel Requirements

• Work may be performed remotely; in a climate-controlled office environment; or a combination of the two. For remote work, the employee must have a dedicated workspace to safely setup and use assigned IT equipment, preferably free from distractions. The employee is responsible for ensuring adequate internet service is available when working remotely (the recommended minimum speed is 20mb download and 5mb upload).

• The noise level of the environment is usually moderate.

• Minimal travel may be required up to 15% of the time.

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of what is required of personnel so classified. Furthermore, they do not imply or establish a contract for employment and are subject to change at the discretion of the employer. Butterball, LLC is an equal opportunity employer and is committed to the fair and impartial treatment of all employees and applicants for employment without regard to gender, age, race, religion, color, national origin, physical or mental disability, military/veteran status, sexual orientation, gender identity and expression, genetic information, marital status, parental status, pregnancy, or any other status protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.

We embrace equal opportunity employment. Butterball is committed to the fair and impartial treatment of all employees and applicants for employment without regard to gender, age, race, religion, color, national origin, physical or mental disability, military/veteran status, sexual orientation, gender identity and expression, genetic information, marital status, parental status, pregnancy, or any other status protected by law. This position is deemed Safety Sensitive for purposes of Butterball’s Drug/Alcohol Screening & Testing Policy. Details will be provided to individuals who receive a conditional job offer, or upon request.

Butterball, LLC, one of America’s most iconic brands, helps consumers celebrate Thanksgiving and every day in between. Located in the thriving Raleigh-Durham, North Carolina area, our goal is to provide a diverse array of career opportunities and paths which include our farms, processing facilities and support offices. We are the largest producer of turkey products in the U.S., and we make a lot more than Thanksgiving turkeys. Our company’s measurable growth is in no small part due to our team members in North Carolina, Arkansas, Illinois, and Missouri, who each have a seat at the table to contribute to our success

This position is required to work onsite in our Garner, NC office five days a week.

Job Summary

Oversees the team responsible for financial planning, forecasting, and analysis activities to support key business strategy and ensure the company’s financial health. Works closely with senior management and cross-functional teams to provide actionable insights that yield performance improvements. Oversees revenue reporting functions and fosters a high-performing, collaborative environment aligned with organizational goals.

Key Responsibilities

1. Manages a team of entry to established level individual contributors and/or supervisors. Provides guidance, coaching, and support to ensure successful delivery of department goals. Responsible for HR activities such as hiring, terminations, performance management, goal setting, team member development, scheduling, etc. Enforces and meaningfully contributes to the development of systems, policies, and procedures. Participates in strategic planning for the function.

2. Equips team members with the tools and training needed to support evolving business needs.

3. Guides and directs the annual budgeting and monthly forecasting processes, ensuring alignment with strategic goals and business priorities.

4. Develops and refines complex financial models to forecast revenue, expenses, capital investments, and cash flow and ensures alignment with strategic goals. Conducts ROI (return on investment) analysis on major capital projects and initiatives, providing recommendations to optimize financial outcomes.

5. Supports data-informed strategic planning initiatives by providing historical data, financial projections, and scenario analysis.

6. Prepares and presents monthly, quarterly, and annual financial reports to senior leadership, including trend analysis, profitability analysis, and key performance indicators (KPIs). Highlights financial trends, risks, and opportunities.

7. Oversees daily, monthly, and quarterly treasury compliance.

8. Acts as a trusted advisor to the business providing financial guidance, insights, and recommendations to improve financial performance.

9. Identifies, develops, and implements process improvements within the FP&A function to increase efficiency, accuracy, and timeliness of financial information.

10. Implements best practices in financial modeling, reporting, and budgeting to support a scalable finance function.

Minimum Qualifications (Educations & Experience)

• Bachelor’s degree in related field (i.e., Accounting, Finance, Economics, etc.) or equivalent

• 6+ years of relevant finance experience or the knowledge, skills, and abilities to succeed in the role, including 1+ years of experience in financial planning & analysis

• 2+ years of leadership experience or the knowledge, skills, and abilities to succeed in the role

Knowledge, Skills, and Abilities

Butterball Core Competencies

Caring about people, valuing contributions, and empowering to succeed is the Butterball Way. We recognize the value that different perspectives and cultures bring to Butterball and seek to create an environment where everyone can thrive. Everyone has a seat at the table and is expected to embody our core competencies:

• Safety First: We put safety first. The health, safety, and well-being of our people, products, and turkeys is everyone's responsibility and everyone's jobs.

• Integrity: We trust each other to do the right thing. We act with integrity and gain the confidence and trust of others through honesty, respect, and authenticity.

• Stewardship: We take care of what matters. We are accountable to our commitments and take responsibility for the well-being of our teams, our quality, our customers, our business, our brand, and our communities. We are always answerable for our actions and those we lead.

• Enthusiastic Attitudes: We create a climate where everyone feels they belong and can be engaged, every day. Where our people are enthusiastic and motivated to do their best and work together to make great things happen.

• Continuous Improvement: We are committed to continuous improvement. We challenge ourselves and our company to constantly learn, develop, grow, improve, and innovate.

Essential Knowledge, Skills, and Abilities

• Strong understanding of budgeting, forecasting, and financial planning

• Knowledge of industry and market trends to align financial strategies with overall business goals, contributing to long-term growth and profitability

• Strong negotiation and leadership skills with the ability to effectively develop, mentor, coach, support, and motivate a team

• Excellent verbal and written communication and interpersonal skills with the ability to present financial information to both financial and non-financial audiences at any level

• Proven expertise in developing complex financial models and forecasts to support corporate planning

• Skilled at assembling large volumes of data and inputs needed to provide data-informed guidance on business strategy and direction

• Sound business acumen and the ability to translate financial data into actionable business insights

• Sound project management skills with the ability to impact results, meet deadlines, and prioritize tasks in a fast-paced environment

• Proficient with Microsoft Suite (Word, PowerPoint, Teams, Outlook, etc.) with advanced Excel and data management skills; Microsoft Power BI, and Enterprise Resource Planning systems (e.g., SAP)

Preferred Knowledge, Skills, and Abilities

• Master's degree in Accounting or Finance

• Certified Public Account (CPA) certification

• Prior work experience in industries such as Manufacturing, Food Manufacturing, or Retail

• Advanced SAP knowledge

Physical Demands

• While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone, keyboard, and occasionally lift up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, color vision and the ability to adjust focus.

Working Conditions & Travel Requirements

• Work may be performed remotely; in a climate-controlled office environment; or a combination of the two. For remote work, the employee must have a dedicated workspace to safely setup and use assigned IT equipment, preferably free from distractions. The employee is responsible for ensuring adequate internet service is available when working remotely (the recommended minimum speed is 20mb download and 5mb upload).

• The noise level of the environment is usually moderate.

• Minimal travel may be required up to 15% of the time.

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of what is required of personnel so classified. Furthermore, they do not imply or establish a contract for employment and are subject to change at the discretion of the employer. Butterball, LLC is an equal opportunity employer and is committed to the fair and impartial treatment of all employees and applicants for employment without regard to gender, age, race, religion, color, national origin, physical or mental disability, military/veteran status, sexual orientation, gender identity and expression, genetic information, marital status, parental status, pregnancy, or any other status protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.

We embrace equal opportunity employment. Butterball is committed to the fair and impartial treatment of all employees and applicants for employment without regard to gender, age, race, religion, color, national origin, physical or mental disability, military/veteran status, sexual orientation, gender identity and expression, genetic information, marital status, parental status, pregnancy, or any other status protected by law. This position is deemed Safety Sensitive for purposes of Butterball’s Drug/Alcohol Screening & Testing Policy. Details will be provided to individuals who receive a conditional job offer, or upon request.

Job Description:
Company Description:
McDonald's is proud to be one of the most recognized brands in the world, with restaurants in over 100 countries that serve 70 million customers daily. We continue to operate from a position of strength. Our updated growth strategy is focused on staying ahead of what our customers want and realizing further growth potential. Our relentless ambition is why McDonald's remains one of the world's leading corporations after almost 70 years. Joining McDonald's means thinking big and preparing for a career that can have influence around the world.
At McDonald's, we see every day as a chance to create positive impact. We lead through our values centered on inclusivity, service, integrity, community and family. From support of Ronald McDonald House Charities to our Youth Opportunity project and sustainability initiatives, our values keep us dedicated to using our scale for good: good for our customers, people, industry and planet. We also offer a broad range of outstanding benefits including a sabbatical program, tuition assistance and flexible work arrangements.
Department Overview
McDonalds is a global brand with new technology being deployed each year. This role will help manage the budget/projections/trend of spend for our Global Technology organization and work directly with business partners all over the world. This role resides in a strategic environment and a successful candidate will be both analytically and technically adept. The candidate will communicate to upper management frequently; professionalism is key.
They will need to navigate uncharted situations independently, achieve goals, and provide insightful analysis to drive the business and finance organization forward. Ability to boil-down and de-mystify information to facilitate effective cross-functional discussions is mandatory.
Duties
Key responsibilities include:
+ Facilitate processes surrounding the long-range plan, annual budget, quarterly forecast, and monthly variance analysis within Global Technology
+ Investigate and understand detailed drivers of spending within the Technology business units, and support strategies to manage and report CAPEX, OPEX, and Project costs of over $100 million in spend.
+ Design, develop & deliver insightful reports/analyses for distribution within the Technology organization and across the wider organization on an ongoing basis
+ Cultivate robust business partnerships with an organization significant in size, complexity, and stature
+ Engage in meaningful and relevant interactions with senior leadership (Senior Directors and above)
+ Grasp the opportunity of frequent ad hoc analysis and projects, inception through eventual completion
+ Correlate large amounts of financial data into meaningful cross-functional business discussions
Qualifications
+ Solve problems and resolve conflict through strong and thoughtful analytics
+ Thrive and excel in ad-hoc situations
+ Ability to communicate effectively with Sr. Leadership and department owners of financial outcomes of business decisions. Ability to tell the Technology Finance story.
+ Assess and prioritize large amounts of conflicting data quickly and confidently
+ Balance accountability, timeliness, and presentation with equal importance
+ Undergraduate degree in Accounting or Finance
+ 3+ years of working experience post undergraduate degree
+ Cost management and budgetary planning experience
+ Strong aptitude with financial systems
+ Ability to handle and analyze large amounts of data quickly and efficiently
Salary Range
$5,700.00 - 94,620.00
Competencies
Execution Proficiency
Background & Values
Strategic Proficiency
Building Blocks
Talent Proficiency
Additional Information:
Benefits eligible: This position offers health and welfare benefits, a 401(k) plan, adoption assistance program, educational assistance program, flexible ways of working, and time off policies (including sick leave, parental leave, and vacation/PTO). Eligibility requirements apply to some benefits and may depend on job classification and length of employment. 
Bonus eligible: This position is eligible for a bonus, calculated based on individual and company performance.
McDonald's is an equal opportunity employer committed to the diversity of our workforce. We promote an inclusive work environment that creates feel-good moments for everyone. McDonald's provides reasonable accommodations to qualified individuals with disabilities as part of the application or hiring process or to perform the essential functions of their job. If you need assistance accessing or reading this job posting or otherwise feel you need an accommodation during the application or hiring process, please contact Reasonable accommodations will be determined on a case-by-case basis.
McDonald's provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to sex, sex stereotyping, pregnancy (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), race, color, religion, ancestry or national origin, age, disability status, medical condition, marital status, sexual orientation, gender, gender identity, gender expression, transgender status, protected military or veteran status, citizenship status, genetic information, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Nothing in this job posting or description should be construed as an offer or guarantee of employment.
Requsition ID: 1988