894 Investment Decisions jobs in the United States
Quantitative Analytics & Model Development Group Manager, Marketing Investment Decisions and Valu...
Posted 1 day ago
Job Viewed
Job Description
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Quantitative Analytics & Model Development Group Manager, Marketing Investment Decisions and Valuations within PNC's Marketing Analytics Center of Excellence, you will be based in Tysons Corner, VA, Pittsburgh, PA or Wilmington, DE. This position is primarily located in a PNC location. Responsibilities require time in the office or in the field on a regular basis.
PNC is seeking a strategic and analytically driven leader to lead Marketing Investment Decisions and Valuations across all product lines. This role will be responsible for optimizing marketing budgets across products, developing marketing stage valuation frameworks to be used for optimization, and aligning investment decisions with enterprise growth objectives. The ideal candidate will bring deep expertise in marketing analytics, financial modeling, valuations grounding, and cross-functional leadership to drive measurable impact across the organization.
Other primary responsibilities include the following:
Marketing Budget Optimization:
-Lead the development and execution of marketing budget allocation strategies across all products and channels.
-Partner with Finance, Product, and Marketing teams to ensure optimal ROI on marketing spend.
-Own budget planning process across entire Marketing organization.
Valuation Framework Development:
-Create and maintain standardized valuation methodologies.
-Align valuation models across product lines to ensure consistency and comparability.
-Integrate customer lifetime value (CLV), acquisition cost, and funnel metrics into valuation frameworks.
Investment Decision Support:
-Provide strategic guidance on marketing investment decisions using valuation insights.
-Present recommendations to senior leadership and influence enterprise-level budget planning.
-Monitor and report on the effectiveness of marketing investments and adjust strategies accordingly.
Investment Decision Support:
-Collaborate with Product, Finance, and Marketing teams to align on goals and execution.
-Serve as a thought leader in marketing analytics and investment strategy across the organization.
Preferred Competencies/Skills
-10+ years of experience in marketing analytics, investment strategy, or financial planning within a large organization.
-Bachelor's degree in engineering, Marketing, Finance, Economics, or related field; MBA or advanced degree preferred.
-Familiarity with marketing attribution models and media mix modeling.
-Proficiency in data visualization (e.g., Tableau, Power BI) and analytical (e.g. SQL, R, Python) tools and software.
-Ability to translate complex data into actionable insights for non-technical audiences.
-Experience managing, leading, and empowering analytical teams.
-Proven track record of leading cross-functional initiatives and driving measurable business outcomes.
-Expertise in marketing performance metrics, financial modeling, and valuation techniques.
-Strong communication and presentation skills with executive-level stakeholders.
-Experience in financial services or regulated industries is a plus.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Directs strategies, initiatives and activities associated with developing, testing, and/or validation of quantitative models used for important business decisions and policies. Responsible for ensuring robust and comprehensive model review testing and analysis in accordance with all applicable review procedures and lifecycle standards.
+ Establishes strategies and directs the activities needed to develop new model frameworks in support of the line of business.
+ Directs complex qualitative and quantitative assessments of all aspects of models including theoretical aspects, model design and implementation as well as data quality and integrity. Confirms the reviews of complex reports and associated quantitative analysis. Validates existing models and assesses model risks.
+ Leads in evaluating identified model risks and reaches conclusions on strengths and limitations of the model. Ensures the preparation and analysis of detailed documents for validation and regulatory compliance.
+ Directs, motivates, develops and manages the performance of the management team and key staff.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:
+ **Include Intentionally** - Cultivates diverse teams and inclusive workplaces to expand thinking.
+ **Live the Values** - Role models our values with transparency and courage.
+ **Enable Change** - Takes action to drive change and innovation that will transform our business.
+ **Achieve Results** - Takes personal ownership to deliver results. Empowers and trusts others in decision making.
+ **Develop the Best** - Raises the bar with every talent decision and guides the achievement of all employees and customers.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Analytical Thinking, Credit Risks, Data Analytics, Financial Analysis, Model Development, Operational Risks, Quantitative Models, Risk Appetite
**Competencies**
Bank Quantitative Analysis, Consulting, Data Gathering and Reporting, Predictive Analytics, Quantitative Techniques, Regulatory Environment - Financial Services, Testing
**Work Experience**
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry-relevant experience is typically 8+ years. At least 5 years of prior management experience is typically required. Proven leadership experience with a moderate to large scope of responsibility is required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Quantitative Analytics & Model Development Group Manager, Marketing Investment Decisions and Valu...
Posted 3 days ago
Job Viewed
Job Description
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Quantitative Analytics & Model Development Group Manager, Marketing Investment Decisions and Valuations within PNC's Marketing Analytics Center of Excellence, you will be based in Tysons Corner, VA, Pittsburgh, PA or Wilmington, DE. This position is primarily located in a PNC location. Responsibilities require time in the office or in the field on a regular basis.
PNC is seeking a strategic and analytically driven leader to lead Marketing Investment Decisions and Valuations across all product lines. This role will be responsible for optimizing marketing budgets across products, developing marketing stage valuation frameworks to be used for optimization, and aligning investment decisions with enterprise growth objectives. The ideal candidate will bring deep expertise in marketing analytics, financial modeling, valuations grounding, and cross-functional leadership to drive measurable impact across the organization.
Other primary responsibilities include the following:
Marketing Budget Optimization:
-Lead the development and execution of marketing budget allocation strategies across all products and channels.
-Partner with Finance, Product, and Marketing teams to ensure optimal ROI on marketing spend.
-Own budget planning process across entire Marketing organization.
Valuation Framework Development:
-Create and maintain standardized valuation methodologies.
-Align valuation models across product lines to ensure consistency and comparability.
-Integrate customer lifetime value (CLV), acquisition cost, and funnel metrics into valuation frameworks.
Investment Decision Support:
-Provide strategic guidance on marketing investment decisions using valuation insights.
-Present recommendations to senior leadership and influence enterprise-level budget planning.
-Monitor and report on the effectiveness of marketing investments and adjust strategies accordingly.
Investment Decision Support:
-Collaborate with Product, Finance, and Marketing teams to align on goals and execution.
-Serve as a thought leader in marketing analytics and investment strategy across the organization.
Preferred Competencies/Skills
-10+ years of experience in marketing analytics, investment strategy, or financial planning within a large organization.
-Bachelor's degree in engineering, Marketing, Finance, Economics, or related field; MBA or advanced degree preferred.
-Familiarity with marketing attribution models and media mix modeling.
-Proficiency in data visualization (e.g., Tableau, Power BI) and analytical (e.g. SQL, R, Python) tools and software.
-Ability to translate complex data into actionable insights for non-technical audiences.
-Experience managing, leading, and empowering analytical teams.
-Proven track record of leading cross-functional initiatives and driving measurable business outcomes.
-Expertise in marketing performance metrics, financial modeling, and valuation techniques.
-Strong communication and presentation skills with executive-level stakeholders.
-Experience in financial services or regulated industries is a plus.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Directs strategies, initiatives and activities associated with developing, testing, and/or validation of quantitative models used for important business decisions and policies. Responsible for ensuring robust and comprehensive model review testing and analysis in accordance with all applicable review procedures and lifecycle standards.
+ Establishes strategies and directs the activities needed to develop new model frameworks in support of the line of business.
+ Directs complex qualitative and quantitative assessments of all aspects of models including theoretical aspects, model design and implementation as well as data quality and integrity. Confirms the reviews of complex reports and associated quantitative analysis. Validates existing models and assesses model risks.
+ Leads in evaluating identified model risks and reaches conclusions on strengths and limitations of the model. Ensures the preparation and analysis of detailed documents for validation and regulatory compliance.
+ Directs, motivates, develops and manages the performance of the management team and key staff.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:
+ **Include Intentionally** - Cultivates diverse teams and inclusive workplaces to expand thinking.
+ **Live the Values** - Role models our values with transparency and courage.
+ **Enable Change** - Takes action to drive change and innovation that will transform our business.
+ **Achieve Results** - Takes personal ownership to deliver results. Empowers and trusts others in decision making.
+ **Develop the Best** - Raises the bar with every talent decision and guides the achievement of all employees and customers.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Analytical Thinking, Credit Risks, Data Analytics, Financial Analysis, Model Development, Operational Risks, Quantitative Models, Risk Appetite
**Competencies**
Bank Quantitative Analysis, Consulting, Data Gathering and Reporting, Predictive Analytics, Quantitative Techniques, Regulatory Environment - Financial Services, Testing
**Work Experience**
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry-relevant experience is typically 8+ years. At least 5 years of prior management experience is typically required. Proven leadership experience with a moderate to large scope of responsibility is required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Quantitative Analytics & Model Development Group Manager, Marketing Investment Decisions and Valu...
Posted 3 days ago
Job Viewed
Job Description
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Quantitative Analytics & Model Development Group Manager, Marketing Investment Decisions and Valuations within PNC's Marketing Analytics Center of Excellence, you will be based in Tysons Corner, VA, Pittsburgh, PA or Wilmington, DE. This position is primarily located in a PNC location. Responsibilities require time in the office or in the field on a regular basis.
PNC is seeking a strategic and analytically driven leader to lead Marketing Investment Decisions and Valuations across all product lines. This role will be responsible for optimizing marketing budgets across products, developing marketing stage valuation frameworks to be used for optimization, and aligning investment decisions with enterprise growth objectives. The ideal candidate will bring deep expertise in marketing analytics, financial modeling, valuations grounding, and cross-functional leadership to drive measurable impact across the organization.
Other primary responsibilities include the following:
Marketing Budget Optimization:
-Lead the development and execution of marketing budget allocation strategies across all products and channels.
-Partner with Finance, Product, and Marketing teams to ensure optimal ROI on marketing spend.
-Own budget planning process across entire Marketing organization.
Valuation Framework Development:
-Create and maintain standardized valuation methodologies.
-Align valuation models across product lines to ensure consistency and comparability.
-Integrate customer lifetime value (CLV), acquisition cost, and funnel metrics into valuation frameworks.
Investment Decision Support:
-Provide strategic guidance on marketing investment decisions using valuation insights.
-Present recommendations to senior leadership and influence enterprise-level budget planning.
-Monitor and report on the effectiveness of marketing investments and adjust strategies accordingly.
Investment Decision Support:
-Collaborate with Product, Finance, and Marketing teams to align on goals and execution.
-Serve as a thought leader in marketing analytics and investment strategy across the organization.
Preferred Competencies/Skills
-10+ years of experience in marketing analytics, investment strategy, or financial planning within a large organization.
-Bachelor's degree in engineering, Marketing, Finance, Economics, or related field; MBA or advanced degree preferred.
-Familiarity with marketing attribution models and media mix modeling.
-Proficiency in data visualization (e.g., Tableau, Power BI) and analytical (e.g. SQL, R, Python) tools and software.
-Ability to translate complex data into actionable insights for non-technical audiences.
-Experience managing, leading, and empowering analytical teams.
-Proven track record of leading cross-functional initiatives and driving measurable business outcomes.
-Expertise in marketing performance metrics, financial modeling, and valuation techniques.
-Strong communication and presentation skills with executive-level stakeholders.
-Experience in financial services or regulated industries is a plus.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Directs strategies, initiatives and activities associated with developing, testing, and/or validation of quantitative models used for important business decisions and policies. Responsible for ensuring robust and comprehensive model review testing and analysis in accordance with all applicable review procedures and lifecycle standards.
+ Establishes strategies and directs the activities needed to develop new model frameworks in support of the line of business.
+ Directs complex qualitative and quantitative assessments of all aspects of models including theoretical aspects, model design and implementation as well as data quality and integrity. Confirms the reviews of complex reports and associated quantitative analysis. Validates existing models and assesses model risks.
+ Leads in evaluating identified model risks and reaches conclusions on strengths and limitations of the model. Ensures the preparation and analysis of detailed documents for validation and regulatory compliance.
+ Directs, motivates, develops and manages the performance of the management team and key staff.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:
+ **Include Intentionally** - Cultivates diverse teams and inclusive workplaces to expand thinking.
+ **Live the Values** - Role models our values with transparency and courage.
+ **Enable Change** - Takes action to drive change and innovation that will transform our business.
+ **Achieve Results** - Takes personal ownership to deliver results. Empowers and trusts others in decision making.
+ **Develop the Best** - Raises the bar with every talent decision and guides the achievement of all employees and customers.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Analytical Thinking, Credit Risks, Data Analytics, Financial Analysis, Model Development, Operational Risks, Quantitative Models, Risk Appetite
**Competencies**
Bank Quantitative Analysis, Consulting, Data Gathering and Reporting, Predictive Analytics, Quantitative Techniques, Regulatory Environment - Financial Services, Testing
**Work Experience**
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry-relevant experience is typically 8+ years. At least 5 years of prior management experience is typically required. Proven leadership experience with a moderate to large scope of responsibility is required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Financial Planning Associate
Posted today
Job Viewed
Job Description
Job Description: Is it time to make new investments into your career?
Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.
We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
What to expectAs part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.
You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.
You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.
As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.
You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.
You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward.
You are celebrated . Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network.
You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.
The Skills You BringOutstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads
Knowledge or experience in sales or the consultative relationship process
Demonstrate accountability and a goal-oriented mindset
Natural and demonstrated success in asking deeper questions to fully understand the client's situation
Ability and flexibility to work in a "hybrid" work setting, both at home and in office
Comfortable with technology and ability to navigate multiple systems simultaneously
Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce
Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions
Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations
Set up targeted appointments while identifying opportunities to address participant needs related to products and services
Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)
Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66
Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service, SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Financial Planning Associate
Posted today
Job Viewed
Job Description
Job Description: Is it time to make new investments into your career?
Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.
We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
What to expectAs part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.
You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.
You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.
As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.
You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.
You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward.
You are celebrated . Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network.
You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.
The Skills You BringOutstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads
Knowledge or experience in sales or the consultative relationship process
Demonstrate accountability and a goal-oriented mindset
Natural and demonstrated success in asking deeper questions to fully understand the client's situation
Ability and flexibility to work in a "hybrid" work setting, both at home and in office
Comfortable with technology and ability to navigate multiple systems simultaneously
Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce
Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions
Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations
Set up targeted appointments while identifying opportunities to address participant needs related to products and services
Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)
Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66
The base salary range for this position is $45,000 - $60,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service, SalesFinancial Planning Associate
Posted today
Job Viewed
Job Description
Job Description: Is it time to make new investments into your career?
Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.
We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
What to expectAs part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.
You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.
You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.
As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.
You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.
You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward.
You are celebrated . Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network.
You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.
The Skills You BringOutstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads
Knowledge or experience in sales or the consultative relationship process
Demonstrate accountability and a goal-oriented mindset
Natural and demonstrated success in asking deeper questions to fully understand the client's situation
Ability and flexibility to work in a "hybrid" work setting, both at home and in office
Comfortable with technology and ability to navigate multiple systems simultaneously
Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce
Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions
Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations
Set up targeted appointments while identifying opportunities to address participant needs related to products and services
Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)
Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66
Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service, SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Financial Planning Associate
Posted today
Job Viewed
Job Description
Job Description: Is it time to make new investments into your career?
Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.
We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
What to expectAs part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.
You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.
You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.
As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.
You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.
You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward.
You are celebrated . Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network.
You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.
The Skills You BringOutstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads
Knowledge or experience in sales or the consultative relationship process
Demonstrate accountability and a goal-oriented mindset
Natural and demonstrated success in asking deeper questions to fully understand the client's situation
Ability and flexibility to work in a "hybrid" work setting, both at home and in office
Comfortable with technology and ability to navigate multiple systems simultaneously
Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce
Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions
Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations
Set up targeted appointments while identifying opportunities to address participant needs related to products and services
Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)
Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66
Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service, SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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Financial Planning Analyst
Posted today
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Job Description
Asphalt Specialists LLC and its affiliates (ASI) is a recognized national leader in the asphalt industry, known for our commitment to quality, innovation, and operational excellence. Our expertise in asphalt services, from paving to maintenance and rehabilitation, has positioned us as a trusted partner in delivering high-performance infrastructure solutions. ASI is dedicated to maximizing value for our clients while ensuring long-term durability and superior service.
We are seeking a detail-oriented and highly analytical FP&A Analyst with experience in the construction industry. This role will serve as a bridge between Accounting and Operations, providing accurate financial reporting, forecasting support, and operational metrics that drive informed decision-making.
The FP&A Analyst will support the CFO, Director of Operations, and COO by preparing financial analyses, developing performance metrics (KPIs), and improving visibility into job-level and company-wide results. A key part of this role will be helping the COO and Director of Operations become more financially savvy by explaining accounting and finance concepts in clear, practical terms, enabling stronger decision-making.
Key Responsibilities:
Financial Planning & Forecasting
- Assist in the preparation and maintenance of financial forecasts and models.
- Prepare monthly variance analysis (budget vs. actual, forecast vs. actual) and explain key drivers.
- Support budgeting processes and job-level forecasting for labor, trucking, and equipment utilization.
Operational Analytics & KPIs
- Develop and update dashboards and reporting tools to track operational and financial performance.
- Provide Operations leadership with clear, actionable data on job performance, costs, and efficiency metrics.
- Generate job-level insights that improve accountability and operational decision-making.
Cross-Functional Support & Financial Education
- Partner with Accounting and Operations to ensure consistent, accurate data across reporting systems.
- Explain financial and accounting concepts to the COO and Director of Operations, making data more accessible and actionable.
- Provide ad hoc analysis and reporting to support Operations and Finance leadership.
- Assist with standardizing reports across systems that currently do not interface.
Process & Data Improvement
- Help streamline manual reporting processes and improve efficiency in data collection.
- Support efforts to ensure integrity and alignment of data across Accounting, Jobs, and Operations.
- Recommend ways to automate reporting and improve timeliness of insights.
Other Duties
- Assist with any other financial, operational, or accounting projects as the need arises.
Qualifications & Requirements:
- Bachelor’s degree in finance, Accounting, or related field.
- Minimum of 5+ years of experience in FP&A, financial analysis, or related roles; construction industry experience strongly preferred.
- Solid knowledge of forecasting, budgeting, job costing, and financial reporting.
- Strong Microsoft Excel skills: experience with construction or accounting software is a plus.
- Strong analytical and problem-solving skills with the ability to work with large, complex data sets.
- Excellent communication skills with the ability to simplify and explain financial concepts to non-financial leaders.
- Highly organized, detail-oriented, and proactive with the ability to manage multiple priorities.
The FP&A Analyst will also possess the following attributes:
- Meets all the Company’s core values.
- Strong attention to detail and analytical rigor.
- Ability to work independently and as part of a collaborative team.
- Strong written and verbal communication skills.
- Commitment to deadlines, accuracy, and confidentiality.
- Critical thinking skills and ability to turn data into action.
Physical Demands and Work Environment:
The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Ability to sit for prolonged periods of time.
- Ability to work at a computer for prolonged periods of time.
- Ability to work under pressure and meet deadlines.
- Ability to travel to job sites, meetings, and/or conferences as needed.
- Ability to communicate via telephone, email, video, or in-person. Ability to present to small groups.
Disclaimer:
All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills, and/or ability deemed necessary to perform the job proficiently. You may be required to perform other or different job-related duties as requested by your supervisor, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with the Company is "at-will." The Company is an Equal Opportunity Employer.
Why Join ASI?
At ASI, we take pride in being an industry leader in asphalt services, offering cutting-edge solutions, a strong culture of safety, and a commitment to operational excellence. As an FP&A Analyst, you will have the opportunity to strengthen financial and operational collaboration, improve forecasting, and provide the data that supports smarter business decisions. You will also play a key role in educating Operations leaders on financial concepts, helping them make more informed, data-driven decisions. If you are motivated to grow in a fast-paced and dynamic construction environment, we invite you to apply.
Financial Planning Analyst
Posted today
Job Viewed
Job Description
The Central Financial Planning & Analysis (FP&A) group is a critical role in company success, providing senior leaders with visibility of company entities financial trajectory, advising on trade-offs, risks and opportunities and aligning financial strategies with operational goals. This role is led by the Central FP&A Manager and will work closely with FP&A and Accounting peers to deliver planning and project deliverables.
The ideal candidate is an experienced, high performing analyst that can hit the ground running in a high pressure/high performance environment, and quickly learn data structures and our business to make an impact on the planning deliverables.
Responsibilities:
- Strong technical accounting skills, applies in depth knowledge of the drivers of Profit & Loss and Balance Sheet to prepare forecasts and plans
- Proficiency with researching data in SAP (not transactional processing) and building dashboards and analyzing data in Tableau or other analytical tools
- Strong business acumen with an understanding of the marketing, accounting, decision support models, operations, leadership, and financial levers that drive sales, margin and profit and balance sheet impacts
- Deep experience with data mining, data analytics, predictive modeling, and advanced modeling techniques
- Ability to simplify and concisely communicate complex financial concepts and forecast outputs
- Business acumen to run FP&A processes for a multi-entity portfolio of companies (including commercial and operational units)
- Create high quality outputs for senior stakeholders with short turnaround time
- Ability to work independently, productively, and follow through on all responsibilities to bring projects to a successful conclusion
- Collaborating with cross-functional partners; being able to guide leaders and provide feedback / direction on investment and commercial decisions
- Ability to apply knowledge of multidisciplinary business principles and practices to achieve successful outcomes in cross-functional projects and activities
- Ability to translate business needs and goals into an analytic approach and response.
- Ability to communicate complex finance concepts effectively to non-finance leaders.
Qualifications:
- 10+ years of experience in financial planning, reporting and analysis, preferably in centralized/corporate capacity
- Technical accounting experience, e.g. auditor, accounting roles desired.
- Minimum education level: BS in Finance, Accounting, Business, or equivalent
- Desired Skills:
- MBA
- CPA, CFA or equivalent
- Strong MedTech / Industrial Goods industry knowledge preferred with understanding of various specialties we serve
Pay Rate: $55-$70/hour
Manager Financial Planning
Posted 1 day ago
Job Viewed
Job Description
**Working at Abbott**
At Abbott, you can do work that matters, grow, and learn, care for yourself and family, be your true self, and live a full life. You'll also have access to:
+ Career development with an international company where you can grow the career you dream of.
+ Free medical coverage for employees* via the Health Investment Plan (HIP) PPO
+ An excellent retirement savings plan with a high employer contribution
+ Tuition reimbursement, the Freedom 2 Save ( student debt program, and FreeU ( education benefit - an affordable and convenient path to getting a bachelor's degree.
+ A company recognized as a great place to work in dozens of countries around the world and named one of the most admired companies in the world by Fortune.
+ A company that is recognized as one of the best big companies to work for, as well as the best place to work for diversity, working mothers, female executives, and scientists.
*Qualified candidates **must** currently reside in the **Lake Forest/Chicagoland, IL area.**
**The Opportunity**
Abbott's Core Diagnostic Division, located in our headquarters in Lake Forest, IL, has a new opening for a **Manager, Division Financial Planning & OEM.**
The Manager, Division Financial Planning & OEM, serves as a strategic finance leader responsible for driving the division's long-range planning process (OEM) and overseeing comprehensive financial planning and analysis activities for Cash Flow. This role partners closely with executive leadership and cross-functional teams to deliver robust, data-driven insights that shape the division's strategic direction.
**What You'll Do:**
+ **OEM Leadership:**
+ Lead the development, coordination, and delivery of the division's OEM (Organic Execution Model, a.k.a. Long-Range Financial Plan), ensuring alignment with corporate objectives and market dynamics.
+ Drive scenario planning, sensitivity analysis, and risk/opportunity assessments to support strategic decision-making.
+ Facilitate cross-functional collaboration across Finance, Operations, Commercial, and R&D to ensure OEM assumptions are comprehensive and achievable.
+ **Financial Planning & Analysis**
+ Lead the division's financial planning processes, including annual plan, LBEs, and strategic forecasts, with a strong focus on Cash Flow and Balance Sheet management.
+ Drive monthly and quarterly Cash Flow and Balance Sheet reviews with business unit controllers, ensuring accuracy, integrity, and alignment with corporate objectives.
+ Provide actionable insights and recommendations to optimize working capital, and capital expenditures.
+ Ensure robust governance and controls around forecasting assumptions and reporting processes.
+ **Executive Reporting & Presentations:**
+ Develop and deliver high-impact presentations for senior management and corporate leadership, including OEM, competitor analysis, and strategic updates.
+ Ensure all analyses are comprehensive, data-driven, and aligned with business priorities.
+ **Leadership & Governance:**
+ Establish and maintain robust planning processes, timelines, and governance frameworks.
+ Mentor and develop team members, fostering a culture of accountability and continuous improvement.
**Experience Required:**
+ Bachelor's degree in finance, Accounting, or related field.
+ 7+ years of progressive finance experience, including strategic planning and FP&A leadership roles.
+ Strong analytical, communication, and executive presentation skills.
+ Proven ability to lead cross-functional teams and influence senior stakeholders **.**
**Preferred:**
+ MBA or CPA strongly preferred
+ Experience with TM1, HFM preferred.
+ Experience with C-Suite - presentations
Apply Now ( Participants who complete a short wellness assessment qualify for FREE coverage in our HIP PPO medical plan. Free coverage applies in the next calendar year.
**Learn more about our health and wellness benefits, which provide the security to help you and your family live full lives:** ( your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity.
Connect with us at , on Facebook at and on Twitter @AbbottNews and @AbbottGlobal.
**TRAVEL:**
None
The base pay for this position is $111,300.00 - $222,700.00. In specific locations, the pay range may vary from the range posted.
An Equal Opportunity Employer
Abbot welcomes and encourages diversity in our workforce.
We provide reasonable accommodation to qualified individuals with disabilities.
To request accommodation, please call or email