What Jobs are available for Investment Banker in Atlanta?

Our leading financial services firm is seeking a highly accomplished Senior Investment Banker to join our fully remote team, supporting clients globally from Atlanta, Georgia, US . This pivotal role requires extensive experience in corporate finance, mergers and acquisitions (M&A), and capital markets. The ideal candidate will leverage their robust network and deep industry knowledge to originate and execute complex transactions. As a remote-first professional, you will demonstrate exceptional self-discipline, communication, and collaboration skills, utilizing advanced digital tools to maintain connectivity and productivity.

Key Responsibilities:

• Originate and manage client relationships across various industries, identifying strategic advisory and financing opportunities.
• Lead deal teams in the execution of M&A transactions, capital raises (debt and equity), and other strategic financial advisory services.
• Develop and present complex financial models, valuation analyses, and strategic recommendations to clients.
• Conduct thorough due diligence, market research, and competitive analysis.
• Negotiate transaction terms and structures on behalf of clients.
• Prepare compelling marketing materials, including pitch books, confidential information memorandums (CIMs), and prospectuses.
• Mentor and guide junior bankers, fostering their development and ensuring high-quality work product.
• Collaborate effectively with internal and external stakeholders, including legal counsel, accountants, and other advisors.
• Stay current with market trends, economic conditions, and regulatory changes impacting the financial landscape.
• Ensure all activities are conducted in compliance with firm policies and regulatory requirements.
• Proactively manage deal processes, timelines, and client expectations in a remote setting.
• Utilize secure and efficient remote collaboration tools to maintain seamless communication and project management.

Qualifications:

• Master's degree or MBA in Finance, Economics, or a related field; CFA designation is a plus.
• Minimum of 8 years of investment banking or corporate finance experience, with a strong track record of originating and executing significant transactions.
• Demonstrated expertise in M&A, LBOs, IPOs, and debt/equity financing.
• Exceptional financial modeling, valuation, and analytical skills.
• Proven ability to build and maintain strong client relationships.
• Excellent verbal and written communication skills, with superior presentation abilities.
• Self-motivated, highly organized, and capable of working independently with minimal supervision in a remote environment.
• Proficiency with financial databases (e.g., Bloomberg, FactSet) and M&A software.
• Strong negotiation and deal structuring capabilities.
• Ability to manage multiple complex projects simultaneously and meet tight deadlines.
• Demonstrated leadership potential and experience in managing deal teams.

This remote role offers the flexibility to work from anywhere while engaging in high-impact financial advisory work.

Our client, a prestigious financial institution, is seeking an accomplished Principal Investment Banker to lead critical financial advisory and transaction execution efforts in Atlanta, Georgia, US . This senior role demands extensive experience in mergers and acquisitions, capital raising, corporate finance, and strategic financial planning. You will be responsible for originating and executing complex transactions, building and maintaining strong relationships with corporate clients, investors, and other stakeholders. The ideal candidate will possess exceptional financial modeling skills, a deep understanding of market dynamics, and a proven track record of successfully closing deals. Key responsibilities include leading deal teams, conducting comprehensive financial analysis and valuation, developing strategic recommendations, preparing offering materials, and managing client communications throughout the transaction process. You will play a crucial role in identifying new business opportunities and driving revenue growth for the firm. This position requires outstanding negotiation abilities, keen strategic thinking, and the capacity to thrive in a high-pressure, deadline-driven environment. A strong network within the corporate and investment community is highly advantageous. The successful applicant must demonstrate impeccable integrity, a rigorous work ethic, and exceptional leadership qualities. A deep understanding of regulatory requirements and compliance standards within the financial industry is essential. This is an opportunity to make a significant impact on the firm's strategic direction and financial success, working on some of the most significant deals in the market. A Master's degree in Finance, Economics, or a related field, along with significant years of experience in investment banking, is required.

Credit Executive, Global Wealth & Investment Management
Atlanta, Georgia
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
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**
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 is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law. Emory University does not discriminate in admissions, educational programs, or employment, including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Students, faculty, and staff are assured of participation in university programs and in the use of facilities without such discrimination. Emory University complies with 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 (for protected veterans and individuals with disabilities). Inquiries regarding this policy should be directed to the Emory University Department of Equity and Civil Rights Compliance, 201 Dowman Drive, Administration Building, Atlanta, GA 30322. Telephone: (V) | (TDD).
Emory University is committed to ensuring equal access and providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to seek a reasonable accommodation, please contact the Department of Accessibility Services at or call (Voice) | (TDD). We kindly ask that requests be made at least seven business days in advance to allow adequate time for coordination.
**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_

**About Lumen**
Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress.
We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future.
**The Role**
The Senior Manager of Strategic Investment & Capacity Management is a critical leadership role responsible for enabling data-driven decision-making across Lumen's technology and product portfolio. This role leads enterprise-wide investment management, demand and capacity planning, forecasting, and performance insights to ensure optimal resource allocation and value realization. As a strategic partner to Finance, Product, Engineering, and Transformation teams, this leader will drive transparency, alignment, and accountability across planning cycles and investment portfolios.
**Location**
This is a remote opportunity open to candidates located anywhere in the U.S.
**The Main Responsibilities**
+ Lead the development and governance of investment planning processes across the CTO organization.
+ Partner with Finance and Strategy teams to evaluate investment opportunities, track ROI, and ensure alignment with strategic priorities.
+ Establish frameworks for value realization and benefit tracking across initiatives.
+ Develop and maintain demand and capacity models to support quarterly and annual planning cycles.
+ Collaborate with Product and Engineering leaders to forecast resource needs and delivery timelines.
+ Identify gaps and constraints in capacity planning and recommend mitigation strategies.
+ Build and manage dashboards and reporting tools to provide actionable insights into portfolio performance.
+ Analyze trends, risks, and opportunities across initiatives to inform executive decision-making.
+ Drive continuous improvement through data-driven retrospectives and scenario planning.
+ Facilitate alignment across product, engineering, finance, and transformation teams to ensure cohesive planning and execution.
+ Support governance forums and executive reviews with clear insights, recommendations, and performance metrics.
+ Champion transparency and accountability across the investment lifecycle.
**What We Look For in a Candidate**
+ Bachelor's degree in Business, Finance, Engineering, or related field; MBA or advanced degree preferred.
+ 8+ years of experience in investment planning, strategic operations, or portfolio management in a technology or enterprise environment.
+ Strong understanding of demand/capacity planning, forecasting, and performance analytics at delivery team level and cross programs/portfolios
+ Proven ability to lead cross-functional planning and drive value realization.
+ Exceptional analytical, communication, and stakeholder management skills.
+ Deep expertise with investment and product tools (e.g., Jira, Clarity, Aha)
+ Experience with enterprise planning tools and data visualization platforms.
**Compensation**
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.
Location Based Pay Ranges
$129,639 - $72,852 in these states: AL AR AZ FL GA IA ID IN KS KY LA ME MO MS MT ND NE NM OH OK PA SC SD TN UT VT WI WV WY
136,121 - 181,494 in these states: CO HI MI MN NC NH NV OR RI
142,603 - 190,137 in these states: AK CA CT DC DE IL MA MD NJ NY TX VA WA
Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process.
Learn more about Lumen's:
Benefits ( Structure
#LI-KG1
#LI-Remote
Requisition #:
**Background Screening**
If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page ( . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
**Equal Employment Opportunities**
We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.
**Disclaimer**
The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions.
In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.
**Application Deadline**
11/07/2025

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 ( .

**_What Financial Planning & Analysis contributes to Cardinal Health_**
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**Responsibilities**
+ Lead the FP&A function for the Packaging Solutions business unit, serving as a strategic advisor to senior leadership on financial performance, planning, and decision-making.
+ Oversee the design, development, and continuous improvement of standardized reporting and consolidation tools for actuals, budgets, and forecasts.
+ Drive the annual budgeting and forecasting processes, ensuring alignment with corporate objectives and business unit strategies.
+ Deliver high-quality, timely financial reporting and performance analysis to enable data-driven decisions that support business growth and profitability.
+ Partner cross-functionally with business leaders, finance teams, and operational stakeholders to support strategic initiatives and optimize financial outcomes.
+ Lead month-end close activities, ensuring accuracy and integrity of financial results.
+ Lead and manage the end-to-end Order-to-Cash (OTC) process, ensuring efficient invoicing, collections, and cash application while driving process improvements, compliance, and cross-functional collaboration.
+ Support ad hoc financial analysis, scenario modeling, and executive presentations as needed.
**_Qualifications_**
+ 4-8 years of experience, preferred
+ Bachelor's degree in related field, or equivalent work experience, preferred
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $80,900-$115,500
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 11/28/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (

**"We enable greatness in people and organizations everywhere.** "
FranklinCovey (NYSE: FC) is the workplace of choice for _Achievers with Heart_ . We are one of the largest and most trusted leadership companies in the world, with directly owned and licensee partner offices in over 160 countries and territories. With more than 2,000 global associates, FranklinCovey transforms organizations by partnering with clients to build leaders, teams, and cultures that get breakthrough results through collective action. Our services and products are primarily delivered through our subscription offerings, which are comprised of the FranklinCovey All Access Pass, which is primarily sold through our Enterprise Division, and the _Leader_ _in Me_ membership, which is designed specifically for our Education Division. Enterprise clients include _Fortune 100_ ,? _Fortune 500_ , thousands of small and mid-sized businesses, and numerous government entities. FranklinCovey Education has shared our programs, books, and content with thousands of public and private primary, secondary, and post-secondary schools and institutions.
To learn more, visit franklincovey.com.
**Title:** Senior Financial Planning & Analysis (FP&A) Analyst
**Payroll Title:** Sr Financial Planning & Analysis Analyst
**Division & Department:** Enterprise Finance
**Status:** Full-Time Exempt
**Reports to:** Director, Financial Planning & Analysis (FP&A), Enterprise
**Location:** Remote - Anywhere in the contiguous United States
**Compensation:** Anticipated compensation for this position is a base salary of $105-130k* plus an 8% incentive target tied to Enterprise financial targets.
**Job Summary**
The Senior Analyst Financial Planning & Analysis (FP&A) will be a key member of the FP&A team reporting to the Director of FP&A, Enterprise and responsible for supporting financial planning, budgeting, forecasting, and analysis activities, with an additional focus on administering and analyzing sales and sales support compensation plans through CaptivateIQ. This role will involve working closely with Finance, Sales, Revenue Operations, and HR teams to ensure that sales incentive structures are aligned with company goals.
The ideal candidate will bring strong analytical and financial modeling skills, a solid understanding of finance principles, and hands-on experience managing and analyzing commission or sales compensation plans in a high-performance environment.
**Essential Job Functions**
+ **Budgeting and Forecasting**
+ Assist in the development and consolidation of annual budgets (Gross/Net Revenue, COS, SG&A, and EBITDA), ensuring alignment with strategic goals.
+ Drive monthly/quarterly forecasts budgets (same categories as above), highlighting risks and opportunities.
+ Monitor budget vs. actuals and update forecasts monthly.
+ **Financial Analysis and Reporting**
+ Prepare monthly, quarterly, and annual financial reports for senior management, including actuals vs budget/forecast, variance analysis, and forecast changes month over month.
+ Provide explanations for variances, including those related to sales compensation, and suggest actions to address discrepancies.
+ Identify and analyze key drivers impacting financial performance, including sales performance and compensation metrics, to identify trends, variances, and opportunities for improvement.
+ Develop and maintain reports, dashboards, and presentations to communicate financial and sales performance trends (KPI's) to key stakeholders and monitor performance.
+ **Sales & Sales Support Compensation Analysis and Administration**
+ Administer and analyze sales and sales support compensation plans, ensuring alignment with company objectives and driving sales performance.
+ Manage the commission calculation process through CaptivateIQ, ensuring all monthly, quarterly, and annual payouts are accurate, timely, and compliant with policy.
+ Collaborate with sales, finance, and Total Rewards leadership to review, adjust, and optimize commission plans based on performance data and market benchmarks.
+ Provide insights and recommendations on sales incentive structures and evaluate their impact on overall financial performance.
+ Maintain and continuously improve CaptivateIQ workflows, reporting, and integrations to increase accuracy, transparency, and scalability of the commission process.
+ **Financial Modeling**
+ Develop, maintain, and enhance financial models to support business planning, strategic initiatives, and enhance financial performance.
+ Perform scenario and sensitivity analyses to support decision-making.
+ Translate model outcomes into clear, actionable insights for business partners and executives.
+ **Ad-Hoc Analysis and Special Projects**
+ Support ad-hoc financial and sales compensation related analysis and projects, including cost-cutting initiatives and profitability assessments.
+ Partner with sales leadership on strategic projects to drive sales performance and incentive alignment.
+ **Continuous Improvement**
+ Serve as project lead for design and implementation of cloud-based FP&A forecasting tool for the business.
+ Maintain, identify and implement process improvements to enhance forecasting accuracy, compensation calculation accuracy, and reporting quality.
+ Assist in automation and streamlining financial reporting and compensation processes.
**Basic Qualifications**
+ Bachelor's or advanced degree in Finance and/or Accounting
+ 5+ years of experience in financial analysis and/or sales compensation analysis
**Preferred Skills & Experience**
+ 3+ years of experience in an FP&A function
+ Strong background with quantitative data analysis, with experience building and maintaining financial models
+ Advanced proficiency in Excel, PowerPoint
+ Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights
+ Clear and concise written and verbal communication skills, with the ability to present complex information effectively
+ Strong interpersonal skills and the ability to work effectively with cross-functional teams
+ Exceptional attention to detail and commitment to producing high-quality, accurate work.
+ High sense of urgency, strong organizational skills, and the ability to manage multiple priorities under tight deadlines.
+ Solid understanding of GAAP accounting principles.
+ Proficiency with CRM tools (Salesforce preferred)
+ Experience with ERP systems (Microsoft Dynamics AX preferred)
+ Experience using data visualization tools (Domo preferred)
+ Experience with sales compensation tools (CaptivateIQ preferred)
+ Experience working in a SaaS business environment
+ Strong accounting knowledge and financial acumen
Benefits include medical, dental, and vision insurance, HSA, employee stock purchasing program, 401(k), paid time off, holiday pay, and more. Please visit for details.
*Actual offer may be outside of this range and will be determined by education, experience, knowledge, skills, and abilities, as well as geographic location, internal equity and alignment with market data.
Unless otherwise noted, applications will be accepted for a minimum of three (3) days from the initial published date on the FranklinCovey job board, but the posting may close at any time after the specified duration.
**Employer Information**
For an overview of our Interview Process, please visit is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Please visit for our full **Equal Employment Opportunity** policies and **Nondiscrimination Provision.**
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Note: Work location is on-site with the flexibility to work remotely, the primary location will be in-office for meetings, per Kaiser Permanente-s Authorized States Policy - Employees may be required to travel to a Kaiser Permanente or customer site. Residency is required in the primary location state: 9 Piedmont Center, 3495 Piedmont Rd., NE, Atlanta, Georgia 30305
Job Summary:
This individual contributor is primarily responsible for supporting financial planning, modeling, analysis, and forecasting, identifying and preparing reports on financial and budgeting trends, assisting in analysis of operational performance, and gathering and preparing recommendations on financial activities and plans.
Essential Responsibilities:
+ Pursues self-development and effective relationships with others by proactively providing resources, information, advice, and expertise with coworkers and customers; influencing others through technical explanations and examples; providing occasional mentoring to team members; listening and responding to, seeking, and addressing performance feedback; creating plans to capitalize on strengths and develop weaknesses; anticipating and responding to the needs of others; and adapting to and learning from change, difficulties, and feedback.
+ Completes work assignments by applying up-to-date expertise in subject area to generate creative solutions; ensuring all procedures and policies are followed; leveraging an understanding of data, and resources to support projects or initiatives; collaborating cross-functionally to solve business problems; identifying and monitoring priorities, deadlines, and expectations; communicating progress and information; identifying, recommending, and implementing ways to address improvement opportunities; and escalating issues or risks as appropriate.
+ Supports the evaluation of the business environment by conducting financial assessments (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis); and generating reports summarizing business, financial, or economic data.
+ Completes costing activities by identifying cost avoidance and cost recovery opportunities.
+ Supports improving financial performance by identifying financial trends; using results of analyses; calling attention to operational issues that need to be addressed to improve performance; and partnering with the business to address operational performance issues.
+ Supports business modeling by developing best-practice models; analyzing risk alternatives; and developing what-if scenarios and forecasts using in-house models or software.
+ Supports reporting of region/business unit financial information by evaluating financial trends, data analysis reports, and forecasts of income and expense; reviewing assets, liabilities, revenues, and expenses; and using 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).
+ Supports assessment of the business vision, objectives, and strategic initiatives by conducting research to assess financial impact of strategies and initiatives.
+ Creates budgets and/or forecasts under the guidance of others in accordance with business strategic initiatives by analyzing budgeting trends; preparing budget and forecasting; and coordinating with others to develop department/regional budgets.
+ Evaluates performance/operations/ financial state by using and implementing templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; conducting complex financial analyses (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 completing complex variance analysis (e.g., volume, P&L line item, cost of goods, rate).
+ Supports internal and external audits by assisting with preparation of audit schedules and review of audit results.
+ Supports field operations by analyzing their operational/financial performance.
+ Supports Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by using software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; determining the financial status (viability) of business partners; and assessing risk implications.
+ Supports others in advising region/business unit leaders on strategic fiscal matters by preparing regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; and organizing regular meetings with leadership to review financial results for their areas.
+ Supports strategic financial planning by performing and evaluating financial, utilization, and benchmark analytics.
+ Supports strategic financial planning by gathering and preparing recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts; and applying financial concepts for financial planning and control.
Minimum Qualifications:
+ Bachelors degree in finance, business, or related field and Minimum three (3) 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: Financial Planning & Analysis, Analyst III
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.