1,553 Investment Decisions jobs in the United States

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

Role Summary:

The Financial Planning Associate will be responsible for various financial operations, including developing budgets, forecasts, and financial models that support the company's strategic goals and providing expense analysis and support to help make informed business decisions. A particular area of focus for this role includes supporting PIMCO's sustainability and environmental data collection and reporting requirements. As a successful team member and contributor, you must have a high level of integrity, work well under pressure in a rapidly changing environment, and meet rigorous deadlines while maintaining accuracy. You will be self-motivated, self-directed, and confident with a collaborative approach.

As a global firm, many projects and tasks require close coordination with different teams and colleagues across the globe. Therefore, strong teamwork, collaboration, and communication skills across stakeholders (both inside and outside of the finance function) are essential. As the industry and our business continue to evolve and become more complex, a solutions-oriented mindset and the ability to adapt and think flexibly are essential.

Responsibilities:

The key responsibilities include, but are not limited to:

• Responsible for the preparation and reporting of financial results.

• Coordinate across departments to collect, analyze, and report on sustainability data (e.g., energy consumption, travel emissions, waste, water usage, and paper consumption).

• Assist with preparing annual operating plans/budgeting and forecasting. This includes planning for and leading discussions with business leaders (e.g., department heads) andproviding insight and detailed analysis on departmental spending.

• Provide analysis on operating expenses, revenue, and headcount.

• Prepare monthly reports, conduct detailed analyses, and provide valuable insights in a timely manner. This includes communicating the results of assigned functions with respective business leaders.

• Serve as liaison between various teams.

• Assist in the documentation and maintenance of policies and procedures to ensure compliance and efficient operations.

• Proactively identify and implement opportunities for process improvement to enhance efficiency and effectiveness.

• Undertake special projects, ad-hoc reporting and analysis, and any other duties as assigned to contribute to the team and organization's success.

About You:

If the following qualities resonate with you, we encourage you to apply for this exciting opportunity. At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:

• Demonstrate the ability to work both independently and collaboratively within a team environment.

• Apply critical thinking skills to approach problem-solving from a comprehensive perspective.

• Possess a curious and proactive mentality, being a quick learner and adaptable to acquiring new processes, concepts, and skills.

• Exhibit flexibility in adapting to shifting priorities, managing deadlines, and supporting multifaceted initiatives in a fast-paced environment.

• Display outstanding organizational skills, including the ability to multitask and handle competing priorities effectively.

• Deliver assigned responsibilities with meticulous attention to detail and use effective interpersonal and communication skills.

• Embrace change and new technology, being proactive in finding opportunities for process improvement.

• Embody PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, which drive our dedication to delivering the best to our clients and each other.

Position Requirements:

• Experience as a Financial Analyst or in a similar role.

• Bachelor's degree in Finance, Accounting, or a related field.

• Advanced proficiency in Microsoft Office Suite, particularly Excel with expertise in using PIVOT tables, VLOOKUP, and higher-level functions.

• Strong analytical and critical thinking skills for effective and autonomous problem-solving.

• Familiarity with ESG reporting frameworks and regulations (e.g., CSRD) is highly desired.

• Experience with Oracle EPM Cloud Planning, Alteryx, Python, and ERP systems like SAP is highly desired.

• Excellent written and verbal communication skills to engage professionally with individuals at all levels.

• Strong commitment to delivering high-quality work accurately and on time.

• Effective in responding to inquiries from management and maintaining positive relationships with internal and external contacts.

• Strong sense of urgency, exceptional organizational skills, and the ability to prioritize and balance multiple tasks with strict deadlines.

• Ability to collaborate effectively in a team environment while also being self-sufficient in achieving business objectives.

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 87,000.00 - $ 93,000.00

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

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Join to apply for the Sr Financial Planning Analyst-19453 role at Rush University Medical Center .

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Location: Chicago, Illinois

Business Unit: Rush Medical Center

Hospital: Rush University Medical Center

Department: Fincl Planning-Decision Suppt

Work Type: Full Time (Total FTE between 0.9 and 1.0)

Shift: Shift 1

Work Schedule: 8 Hr (8:00 AM - 4:30 PM)

Rush offers exceptional rewards and benefits. Learn more at our Rush benefits page.

Pay Range: $79,081 - $100,838 per year

Pay is determined by various factors including education, experience, skills, and market data. Offers may vary.

Summary: The Department of Financial Planning and Decision Support is a data-driven team supporting decision-making across Rush. The role involves financial analysis, planning, budgeting, and forecasting. Responsibilities include data compilation, issue identification, supporting decision-makers, and maintaining efficiency and quality in work.

Required Qualifications:

• Bachelor's Degree in Business (Accounting or Finance)
• Five years of experience in financial analysis or planning, or equivalent
• Proficiency in Microsoft Office, especially Excel, PowerPoint, Outlook; Access a plus
• Experience with problem-solving, analytics, and data mining
• Strong communication skills
• Motivated, confident, eager to learn
• Team player
• Advocates for inclusion

Preferred Qualifications:

• Experience in large healthcare systems

Responsibilities:

• Prepare routine management reports
• Coordinate data submission for benchmarking and productivity
• Support EPIC transactional cube and Cogito Star DataMart reporting
• Monthly data loads and dashboard development
• Support budget processes and reforecasts
• Provide training and support to departments
• Perform other duties as assigned

Rush is an equal opportunity employer, evaluating applicants without regard to protected characteristics.

Additional Details:

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Hospitals and Healthcare

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2 weeks ago Be among the first 25 applicants

Qualifications

• Minimum three (3) years experience in a leadership role with or without direct reports.
• Bachelor's degree in finance, business, or related field.
• Minimum six (6) years of Financial Planning & Analysis experience or directly related business experience.
• Additional equivalent work experience in a related field may substitute for the degree requirement.

Nice-to-have Skills

• Previous recent healthcare industry experience in financial roles.
• Proficient in Excel for financial modeling, analysis, and reporting.
• Proficient in accounting principles and statements, including general ledger and income statement.
• Two (2) years supervisory experience.
• Three (3) years of experience interacting with senior leadership (e.g., Director level and above).

Additional Information

Why Join Us? InstantServe offers a dynamic work environment where you can make a significant impact on the healthcare industry. We provide competitive compensation, opportunities for professional growth, and a supportive team culture. All your information will be kept confidential according to EEO guidelines.

Seniority level

• Internship

Employment type

• Contract

Job function

• Finance and Sales

Industries

• IT System Data Services

Referrals increase your chances of interviewing at InstantServe LLC by 2x

Get notified about new Financial Planning Analyst jobs in Atlanta, GA .

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Job Details Job Location Houston, TX Description

SUMMARY
The FP&A Analyst plays a critical role in financial planning, forecasting, and strategic decision-making for AMPP and its affiliates. Responsibilities include managing budgeting, forecasting, financial modeling, variance analysis, and performance reporting. The analyst works closely with management and serves as the primary contact across business units.

Reporting to the CFO, this role requires analytical skills, independence, and proactive problem-solving. The analyst partners with leadership to provide insights into revenue, expenses, bookings, and investment opportunities to support company strategies.

Essential Duties and Responsibilities include:

• Conduct complex financial analysis and reporting.
• Lead budgeting, forecasting, and financial planning processes.
• Analyze performance metrics and provide insights.
• Support ROI evaluations and variance analysis.
• Assist in financial reviews and presentations.
• Refine budgeting processes annually.
• Provide forecasts and partner with sales for pipeline analysis.
• Manage ARR tracking and reporting.
• Develop financial models, dashboards, and KPIs.
• Monitor financial results and variances.
• Perform ad hoc analysis for leadership.
• Coordinate with business units and support financial reporting.
• Identify automation opportunities and system improvements.
• Ensure data accuracy and system integration.
• Oversee cash flow and working capital.
• Identify operational efficiencies and cost savings.
• Provide global financial insights and ensure compliance.
• Develop KPIs and communicate insights to stakeholders.
• Conduct business reviews and resource optimization.
• Lead cost-benefit analyses and operational efficiency initiatives.

Supervisory Responsibilities: None.

Qualifications

Requirements:

• Self-guided problem solver with solution development skills.
• Experience in financial modeling and reporting.
• Strong analytical skills and data interpretation.
• Adaptability in dynamic environments.
• Experience with budgeting, forecasting, and variance analysis.
• Ability to develop financial statements and projections.
• Familiarity with financial software and industry best practices.
• Effective communication and collaboration skills.

Travel: Occasional, up to 5%.

Education & Experience:

• Bachelor's degree in finance, accounting, or related field.
• Minimum 5 years FP&A experience.
• Knowledge of accounting principles.
• MBA or CGMA preferred.

Additional Skills

Proficiency in financial analysis, Microsoft Office, ERP systems, and strong communication skills. Ability to work in fast-paced environments and handle multiple priorities.

Physical & Work Environment

Standard office environment with typical physical demands. Moderate noise level. Reasonable accommodations available.

Equal Opportunity

AMPP provides equal employment opportunities and maintains a respectful, harassment-free workplace. Contact HR at for accommodations.

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

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
The Financial Planning Consultant plays a pivotal role in advancing financial planning adoption and excellence across U.S. Bank Wealth Management. This strategic role will partner closely with wealth management teams, field leaders, and other stakeholders to elevate the client experience through planning expertise.
**Key Responsibilities**
Strategic Coaching and Support:
- Serve as a planning SME to wealth management teams, providing proactive coaching and consultative guidance
- Collaborate with field leaders to identify high impact teams and opportunities for planning growth
- Strategize with teams on client goals, planning approaches, and implementation
Planning Adoption and Influence:
- Drive traction and adoption of financial planning tools and processes across the field
- Partner with leadership to promote planning as a core component of the client relationships
- Act as a change agent, helping teams prepare for and embrace planning-related enhancements
Product Training and Enablement:
- Develop and deliver engaging presentations and educational content for teams and field leadership
- Provide ongoing support for planning technology, tools, and best practices
Operational Excellence and Risk Management:
- Lead initiatives to improve planning processes, ensure quality through plan reviews, and uphold risk management standards
**Basic Qualifications**
- Bachelor's degree or equivalent work experience
- 10 or more years of experience in wealth management
**Preferred Qualifications**
- Deep expertise in retirement and wealth management financial planning
- Well developed verbal and written communication skills
- Experience in developing educational content and delivering impactful training
- Consultative mindset with a strategic approach to influence
- Familiarity with financial planning technology platforms
- Proven ability to build and maintain relationships
- FINRA Series 7 & 63, or willingness to obtain
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $119,765.00 - $140,900.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
The Financial Planning Consultant plays a pivotal role in advancing financial planning adoption and excellence across U.S. Bank Wealth Management. This strategic role will partner closely with wealth management teams, field leaders, and other stakeholders to elevate the client experience through planning expertise.
**Key Responsibilities**
Strategic Coaching and Support:
- Serve as a planning SME to wealth management teams, providing proactive coaching and consultative guidance
- Collaborate with field leaders to identify high impact teams and opportunities for planning growth
- Strategize with teams on client goals, planning approaches, and implementation
Planning Adoption and Influence:
- Drive traction and adoption of financial planning tools and processes across the field
- Partner with leadership to promote planning as a core component of the client relationships
- Act as a change agent, helping teams prepare for and embrace planning-related enhancements
Product Training and Enablement:
- Develop and deliver engaging presentations and educational content for teams and field leadership
- Provide ongoing support for planning technology, tools, and best practices
Operational Excellence and Risk Management:
- Lead initiatives to improve planning processes, ensure quality through plan reviews, and uphold risk management standards
**Basic Qualifications**
- Bachelor's degree or equivalent work experience
- 10 or more years of experience in wealth management
**Preferred Qualifications**
- Deep expertise in retirement and wealth management financial planning
- Well developed verbal and written communication skills
- Experience in developing educational content and delivering impactful training
- Consultative mindset with a strategic approach to influence
- Familiarity with financial planning technology platforms
- Proven ability to build and maintain relationships
- FINRA Series 7 & 63, or willingness to obtain
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $119,765.00 - $140,900.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**

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

**Intro**
Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you'll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you'll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board!
**Why you'll love this job**
+ This job is a member of the Finance Team within the Finance Division.
+ Responsible for analyzing financial position of company by maintaining and enhancing current forecasting models.
**What you'll do**
+ Provide guidance to senior executive team and Board of Directors regarding the Company's financial performance and near-term financial outlook in context of internal and external factors impacting the Company
+ Maintain and enhance forecasting models to improve accuracy and relevance, aligning closely with organizational goals
+ Collaborate with Division Controllers and Commercial Planning teams to maintain forecast accuracy and drive performance toward Company goals and KPIs
+ Prepare detailed cause-and-effect analyses for senior management on complex financial matters, providing valuable insights for strategic decision-making
+ Collaborate and work closely with various groups across the Company to understand respective business units and their impacts to the Company's bottom line
+ Compile Board of Directors packages justifying large projects, explaining financial performance, or the financial forecast
+ Work extensively as consultants for other groups in the company
+ Provide various reports that are reviewed by CFO and other key executives
+ Prepare materials for earnings calls and Board of Director meetings
**All you'll need for success**
**Minimum Qualifications- Education & Prior Job Experience**
+ Bachelor's degree or equivalent with a concentration in Finance/Economics or equivalent training/experience
+ 3+ years experience in Corporate Finance, Accounting, Financial Services, or Consulting, including experience with advanced financial modeling and analysis
**Preferred Qualifications- Education & Prior Job Experience**
+ Airline or travel industry experience
+ MBA from a leading institution
**Skills, Licenses & Certifications**
+ Adaptability and flexibility in the use of analytical approaches pertaining to financial issues
+ Excellent teamwork skills, with proven ability to work effectively in a variety of situations
+ Advanced aptitude in problem-solving, including the ability to logically structure an appropriate analytical framework
+ Skilled in Microsoft Office Software (e.g., Word, Excel, Access, PowerPoint)
**What you'll get**
Feel free to take advantage of all that American Airlines has to offer:
+ Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network.
+ Health Benefits: On day one, you'll have access to your health, dental, prescription and vision benefits to help you stay well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more.
+ Wellness Programs: We want you to be the best version of yourself - that's why our wellness programs provide you with all the right tools, resources and support you need.
+ 401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year.
+ Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more
**Feel free to be yourself at American**
From the team members we hire to the customers we serve, inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world.
Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life's journey? Feel free to be yourself at American.
EQUAL EMPLOYMENT OPPORTUNITY/ AFFIRMATIVE ACTION POLICY
American Airlines maintains a continuing policy of nondiscrimination in employment. It is our policy to provide equal opportunity and access for all persons, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a disabled veteran or other protected veteran, in all phases of the employment process and in compliance with applicable federal, state, and local laws and regulations. This policy of nondiscrimination shall include, but not be limited to, the following employment decisions and practices: hiring; upgrading; promotions; demotions or transfers; layoffs; recalls; terminations; rates of pay or other forms of compensation; selection for training, including apprenticeship; and recruitment or recruitment advertising.