2,157 Marriott Financial Analyst Job jobs in the United States

Financial Planning & Reporting Analyst

24513 Lynchburg, Virginia Belvac

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Job Description

Belvacs proven technology is utilized worldwide in the 2 piece aluminum beverage can industry. With over 60 years of innovation in the industry, Belvac has provided their customers with sustainable solutions. Supplying can makers with Cupping, Body making, Trimming, Decorating, Bottom Rim Coating, Necking, Shaping and inspection technology. Our machinery is utilized in the beverage, food, beauty, and aerosol industry worldwide. Belvac is dedicated to providing customers with the highest performing machinery for the lowest cost of operation. With over 300 employees across seven locations worldwide, Belvac is able to support customers in real time in over 150+ countries.

Job Duties Include:

The Financial Planning & Reporting Analyst is a critical role in the Monthly/Quarterly Accounting/reporting close process throughout Belvac worldwide and with the full-cycle forecasting development. The Financial Planning & Reporting Analyst will be responsible for assisting the business to implement efficient and diligent financial practices and is heavily involved in the day to day running of the forecasting function. The Role will assist in developing standard accounting procedures and business decision support, implement process and procedural improvements across the business, actively participate in the monthly financial close and other financial requirements at the Divisional and Corporate levels as well as other duties as assigned. This role will also work closely and support the Global Controller to ensure on month end close and any other adhoc projects

Primary Responsibilities:

  • Assist in the preparation, processing, consolidation, and analysis of Belvacs monthly financial results. Work closely with various personnel in reviewing the results. Help define the expectations and reporting/analytical requirements.
  • Assist in preparing the various reports as required by the Business, including capital projects, cost savings, financial metrics, monthly presentations, etc.
  • Participate in the ongoing user enhancement and process optimization of the IFS software company wide and own the Business Intelligence Application for the Finance group.
  • Proactively support all functional areas and corporate personnel regarding operational issues, inventory management, asset management and business profitability.
  • Participate in developing the annual budget and strategic plan.
  • Participate in the preparation, coordination and analysis of monthly, quarterly, and yearly financial projections.
  • Maintains Dovers DRS financial reporting system interface.
  • Ensures the local ERP financial results are properly reported into corporate.
  • Assist in reporting monthly and quarterly financial information in DRS and DPLAN, including financial bridge construction.
  • Backup the Financial Planning & Reporting Manager with Monthly Reporting Requirements.
  • Improve & Optimize Monthly Financial Presentation for Corporate.
  • Provides financial support of Belvacs locations.
  • Further define and optimize Belvacs business needs through developing standard processes and best practices.
  • Implement reporting process changes that monitor both financial and non-financial indicators.
  • Assist with projects and other reports as needed.
  • Assist in the coordination of SOX audits and helps maintains /validates SOX procedures.
  • Reconciliations of various general ledger accounts.
  • Other duties and responsibilities as assigned.

Education:

  • A Bachelors degree in Accounting, Finance or related Business Degree
  • Willingness to pursue a MBA or CPA in Finance/Accounting

Experience:

  • Proficient in Microsoft Excel, Powerpoint and Word.
  • Self-starter with the ability to work independently. Must be creative, with a can do attitude.
  • The ability to work in a fast-paced environment and achieve deadlines while working with changing priorities is required.
  • Excellent verbal and written communication skills are required.
  • Ability to interpret a variety of instructions and solve practical problems. Strong technical skills coupled with a solid understanding of general business.
  • The ability to be both thorough and analytical while understanding the big picture as well as the finer details.
  • Must be able to interact across Functional work boundaries, lead a team, and communicate effectively at all levels of an organization.

Work Arrangement : Onsite

We consider several job-related, non-discriminatory factors when determining the pay rate for a position, including, but not limited to, the positions responsibilities, a candidates work experience, a candidates education/training, the positions location, and the key skills needed for the position. Pay is one of the Total Rewards that we provide to compensate and recognize employees for their work.

Benefits: Our total rewards package for eligible team members also includes: a 401(k) savings plan with employer contributions; medical, dental and vision insurance; wellness programs; health savings account, health care and dependent care flexible spending accounts; company paid short-term disability and long-term disability; company paid employee basic life and AD&D insurance; supplemental employee and dependent life insurance; optional accident, hospital indemnity and critical illness insurance; adoption, surrogacy, and fertility benefits and assistance; commuter benefits; parental, military, jury duty, and bereavement leaves of absence; paid time off, business travel services; employee discounts; and an employee assistance program that includes company paid counseling sessions and legal services. Eligibility for benefits is governed by applicable plan documents and policies.

All qualified applicants will receive consideration for employment without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other factors prohibited by law.

Job Function : Finance

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Sr. Financial Planning Reporting Analyst

85003 Phoenix, Arizona Vaco

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Job Description

Vaco is seeking an experienced Sr. Financial Planning Reporting Analyst for a thriving organization located in the Tempe Area.

What stands out about this role?
  • Rapid Growth and Success : As a rapidly expanding organization, they offer a dynamic and evolving work environment, making it an excellent place for professionals to grow their careers and take on new challenges.
  • Comprehensive Health Coverage : Access to medical, dental, and vision insurance helps protect you and your family's well-being with a full range of healthcare benefits.
  • Work-Life Balance : Hybrid schedule- 3 days in the office, enjoy paid holidays to recharge and spend quality time with family and friends.

Responsibilities include:
  • Financial Forecasting & Reporting : Develop and maintain Balance Sheet and Cash Flow forecasts, monitor bank covenant performance, and assist in various reporting efforts for different departments.
  • Compliance & Accuracy : Ensure accurate regulatory filings, data integrity, and collaboration with accounting for accurate financial reporting.
  • Process Improvement & Automation : Support process enhancements, streamline reporting templates using Excel and Adaptive Planning, and drive automation within the FP&A function.

Requirements:
  • Bachelor's degree in Finance or Accounting is required
  • 5+ years of progressive experience in FP&A, corporate finance, or financial reporting.
  • MBA or CPA preferred but not required
  • Advanced Excel skills are required.
  • Deep understanding of financial statement relationships, particularly Balance Sheet and Cash Flow is required.
  • Experience with financial modeling and cash forecasting is required.

To be immediately considered, APPLY NOW! Local candidates to Arizona only
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

  • California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
  • Virginia residents may access our state specific policies here.
  • Residents of all other states may access our policies here.
  • Canadian residents may access our policies in English here and in French here.
  • Residents of countries governed by GDPR may access our policies here.
Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

  • the individual's skill sets, experience and training;
  • licensure and certification requirements;
  • office location and other geographic considerations;
  • other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

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Reporting & Financial Planning Analyst - Trading

77246 Houston, Texas TOTAL Deutschland GmbH

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Job Description

Empresa empleadora TotalEnergies Gas & Power North America, Inc.

Dominio Finance

Type of contract Contrato a tiempo indeterminado

Experience Al menos 3 aos

About the Role

Are you a financial storyteller with a sharp analytical mind and a passion for precision? TotalEnergies Gas & Power North America, Inc. is seeking a dynamic Senior Reporting & Financial Planning Analyst to join our high-performing Finance team. Reporting directly to the Financial Controller, this role is pivotal in shaping the financial narrative of our U.S. trading operations across Gas, LNG, Power, and Dry commodities.

Youll be the go-to expert for forecasting, budgeting, IFRS reporting, and strategic financial analysisconnecting the dots between data and decision-making for senior leadership in Geneva, Paris, and across the U.S.

Activities

What Youll Do

  • Lead monthly and quarterly management reporting, including Flash results and Essbase submissions
  • Own IFRS reporting packages for TGPNA, ensuring accuracy and compliance with TotalEnergies SE and Holdings USA consolidation requirements
  • Drive budgeting and long-term planning processes, from template creation to executive-ready presentations
  • Provide technical accounting support and ensure alignment with IFRS and Group financial guidance
  • Analyze working capital and respond to ad hoc analytical requests from Group Finance
  • Champion finance process improvements and strengthen internal financial controls
  • Collaborate across departments and geographies, acting as a key financial liaison for TGPNA
Candidate Profile
  • Bachelors degree in Accounting (required)
  • 5+ years of experience in financial reporting, planning, or analysis
  • Exposure to international accounting and reporting standards (IFRS preferred)
  • Experience in energy trading or capital-intensive industries is a plus
  • A dvanced Excel skills (pivot tables, graphs, formulas) and proficiency in PowerPoint
  • Strong analytical, interpersonal, and communication skills
  • Self-starter with the ability to thrive under pressure and meet tight deadlines

Ready to Make an Impact?

Additional Information

Join a global energy leader committed to innovation, sustainability, and excellence. At TotalEnergies, youll work in a fast-paced, international environment that values proactive thinking, adaptability, and cross-functional collaboration. This is more than a jobits a chance to shape the future of energy finance.

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Financial Planning & Analysis

18201 Hazleton, Pennsylvania American Anthracite

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Job Description

*Position Overview: *
The information below covers the role requirements, expected candidate experience, and accompanying qualifications.
American Anthracite is seeking a detail-oriented and analytical Financial Planning & Analysis (FP&A) professional to support our budgeting, forecasting, and financial analysis functions. Reporting directly to the Chief Financial Officer (CFO), this role plays a crucial part in enabling the organization to make informed, data-driven decisions. The ideal candidate will have a strong foundation in financial planning, reporting, and analysis within a fast-paced environment. Key Responsibilities:
* Support the development of annual budgets, forecasts, and long-term financial planning.
* Collaborate with department leaders to validate financial assumptions and monitor performance.
* Prepare internal financial reports, variance analyses, and key performance dashboards.
* Conduct cost analyses, track margins, and model scenarios to support informed decision-making.
* Assist with month-end close processes
* Back up other accounting and finance functions as needed.
* Provide financial insights to support capital planning, resource allocation, and strategic initiatives.
* Participate in continuous improvement initiatives to enhance the planning and reporting process.
*Qualifications: *
* Bachelor’s degree in Finance, Accounting, Economics, or a related field.
* Minimum of two (2) years of experience in financial planning and analysis, accounting, or a similar financial role.
* Strong proficiency in Microsoft Excel; experience with ERP and reporting tools preferred.
* Solid understanding of financial statements, budgeting, and forecasting.
* Strong analytical, problem-solving, and communication skills.
* Ability to manage multiple priorities and meet deadlines in a collaborative environment.
*Compensation and Benefits: *
* Medical, dental, and vision insurance
* Company-paid life insurance
* 401(k) retirement plan with company match
* Paid time off (vacation, sick, and holidays)
* Professional development opportunities
* A collaborative, growth-oriented work environment
*Why Join American Anthracite: *
This is an excellent opportunity to grow your financial career within a well-established company. You’ll play a key role in analyzing business performance and supporting financial decision-making. If you’re eager to learn, contribute, and develop in a high-impact finance role, we welcome your application.
Job Type: Full-time
Pay: $60,000.00 - $80,000.00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Life insurance
* Paid time off
* Vision insurance
Ability to Commute:
* Hazle Township, PA 18201 (Preferred)
Ability to Relocate:
* Hazle Township, PA 18201: Relocate before starting work (Preferred)
Work Location: In person

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Financial Planning & Analysis

18202 Hazle Township, Pennsylvania American Anthracite

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Job Description

*Position Overview: * The information below covers the role requirements, expected candidate experience, and accompanying qualifications. American Anthracite is seeking a detail-oriented and analytical Financial Planning & Analysis (FP&A) professional to support our budgeting, forecasting, and financial analysis functions. Reporting directly to the Chief Financial Officer (CFO), this role plays a crucial part in enabling the organization to make informed, data-driven decisions. The ideal candidate will have a strong foundation in financial planning, reporting, and analysis within a fast-paced environment. Key Responsibilities: * Support the development of annual budgets, forecasts, and long-term financial planning. * Collaborate with department leaders to validate financial assumptions and monitor performance. * Prepare internal financial reports, variance analyses, and key performance dashboards. * Conduct cost analyses, track margins, and model scenarios to support informed decision-making. * Assist with month-end close processes * Back up other accounting and finance functions as needed. * Provide financial insights to support capital planning, resource allocation, and strategic initiatives. * Participate in continuous improvement initiatives to enhance the planning and reporting process. *Qualifications: * * Bachelor's degree in Finance, Accounting, Economics, or a related field. * Minimum of two (2) years of experience in financial planning and analysis, accounting, or a similar financial role. * Strong proficiency in Microsoft Excel; experience with ERP and reporting tools preferred. * Solid understanding of financial statements, budgeting, and forecasting. * Strong analytical, problem-solving, and communication skills. * Ability to manage multiple priorities and meet deadlines in a collaborative environment. *Compensation and Benefits: * * Medical, dental, and vision insurance * Company-paid life insurance * 401(k) retirement plan with company match * Paid time off (vacation, sick, and holidays) * Professional development opportunities * A collaborative, growth-oriented work environment *Why Join American Anthracite: * This is an excellent opportunity to grow your financial career within a well-established company. You'll play a key role in analyzing business performance and supporting financial decision-making. If you're eager to learn, contribute, and develop in a high-impact finance role, we welcome your application. Job Type: Full-time Pay: $60,000.00 - $80,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Life insurance * Paid time off * Vision insurance Ability to Commute: * Hazle Township, PA 18201 (Preferred) Ability to Relocate: * Hazle Township, PA 18201: Relocate before starting work (Preferred) Work Location: In person

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Analyst, Financial Planning

77246 Houston, Texas Association for Materials Protection and Performance (AMPP)

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Job Description

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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Financial Planning & Analysis

30383 Atlanta, Georgia InstantServe LLC

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Job Description

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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Financial Planning & Analysis

23214 Richmond, Virginia QuantaLeap

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Job Description

Role : IT Strategist 4 - FinOps Lead
Location: Richmond, VA (Hybrid) Need candidate within 2hrs drivable distance but not Northern VA
Job ID: 759343
Interview Mode: Web Cam Interview Only


The Virginia Department of Transportation (VDOT) is seeking a FinOps Lead. The primary focus will be to monitor and optimize cloud usage/spend, improve cost visibility, & ensure financial alignment with business values.

Job Description:
  • The Virginia Department of Transportation(VDOT) has an opportunity for a FinOps Lead in our Information Technology Division. In this role, you will be a critical link between our Infrastructure& Operations (I&O), Project and ITD Finance, and leadership team. Your primary focus will be to monitor, manage and optime cloud usage and spend,improve cost visibility, and ensure financial alignment with our business values.
  • This is an individual contributor role reporting to Enterprise Architecture
  • This position is a hybrid role based in Richmond, VA at the VDOT Central Office.
  • To succeed in this role, you should have excellent time management and communication skills which are necessary to collaborate with business partners and internal teams to coordinate and track the delivery of results ahead of deadlines.

Position specific responsibilities and duties include, but are not limited to:

Cloud Cost Optimization.
•Partner with I&O, Product and DevOps teams to monitor, analyze, and optimize cloud resource usage (e.g. Azure) by Product and Product Line Pipeline.
•Identify opportunities for cost savings through right-sizing, reserved instances, and savings plans.
•Establish policies for resource tagging, allocation, and spend limits to enforce cost accountability.

Financial Planning and Analysis.
•Build detailed forecasts for cloud costs, incorporating growth trends, utilization metrics, and product development needs.
•Collaborate with ITD Finance team align cloud spend withoverall agency budgets and strategic initiatives.
•Create and maintain dashboards for tracking cloud costs against forecasts and budget.

Cross-functional Collaboration.
•Work closely with product, Enterprise Architecture (EA),and engineering teams to ensure efficient resource allocation and budgeting for new features.
•Provide actionable recommendations to leadership on cloud spend trends, anomalies, and risks.
•Lead or support initiatives to educate stakeholders onFinOps best practices.
•Design &implement Cloud Product COGS calculator to guide Pricing & Packaging decisions.

Reporting and Governance.
•Implement tools and frameworks to automate cloud cost reporting and alerts.
•Develop KPIs and benchmarks to track cost efficiency overtime.
•Ensure compliance with internal financial policies and external regulatory requirements.

Experience:
  • 8+ years in a Finance/FP&A related role
  • 3-4 years in cloud finance or cloud operations role, ideally in a SaaS or cloud-native environment.
  • Qualifications:
  • Proven track record of implementing a cloud cost analytics framework by product.
  • Strong understanding of cloud platforms (AWS, GCP, or Azure) and pricing models.
  • Proficiency in financial modeling and cost analysis.
  • Experience with cloud cost management tools (e.g., Cloud Health, Spot, AWS Cost Explorer).
  • Familiarity with FinOps principles and frameworks.
  • Analytical, detail-oriented, and proactive problem-solver with a passion for efficiency and cost management.
  • Basic scripting (e.g., Python, SQL) is a plus but not required.
Education:
  • Bachelor's degree in Finance, Accounting, Computer Science, or a related field.
Work Location: Primarily remote, but could be asked to attend an occasional on-site meeting

Work Hours: 40 hours per week,typically Monday through Friday, 8:30 AM to 5 PM, flexible schedule available
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Financial Planning Associate

92659 Newport Beach, California PIMCO

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Job Description

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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Financial Planning Associate

92659 Newport Beach, California Pacific Investment Management Company, LLC

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Job Description

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 deb Financial Planning, Associate, Financial, Planning, Operations, Skills, Business Services

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  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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