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The Director, Financial Planning reports directly to the VP, Financial Planning and performs a critical leadership role in supporting the development and delivery of First Commands Financial Planning strategic vision. This individual is part of the senior leadership of the Financial Planning department and shares responsibility for developing, maintaining and enhancing core Financial Planning capabilities across the enterprise. In addition, each Director will have an assigned area of responsibility within the departments operational structure, to be defined in a separate Statement of Responsibilies:
This person is a visionary thought leader who builds and maintains collaborative relationships with key HO business partners, including Field Force Training, Advisor Ops, Supervision & Surveillance, Marketing, BIS, Legal/Compliance, and the Field Force. This person is a change leader who must be able to challenge the status quo, deliver innovative solutions and support enterprise-wide adoption while maintaining support for current Advisor processes.

This role requires a deep understanding of First Commands business model and strategic priorities, the ability to access and apply industry knowledge and best practices to First Commands processes, and the ability to interact extensively with senior leaders across the organization. Additional skills required include effective communication, collaboration, team building, conflict resolution, and change leadership.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to com.

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- Familiar with Agile Framework (Preferred).
- Envestnet MoneyGuide
- At least 10 years in the financial services industry with a focus on personal financial planning and experience in face-to-face sales of insurance and investment products.
- At least 5 years experience in the financial services industry in a leadership role.
- Obtains CFP

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Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.

The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firms clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term objectives and take the steps necessary to reach their goals.

Becoming a Financial Planning Director at Morgan Stanley will allow you to:

Help Others Achieve Their Goals - You can help others achieve their personal and financial goals and make a difference in their lives.

Develop Industry Expertise- In this role, you will continue to refine your skills and remain current with the ever changing financial services industry

Build a Personally and Financially Rewarding Career You have the potential to grow your network within Morgan Stanley and leverage your skills to promote career mobility and advancement

Job Responsibilities

• Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability
• Demonstrate expertise in cash flow analysis, investment strategy, retirement planning, income protection, asset protection, and tax strategies
• Collaborate effectively with local management team to prioritize financial planning engagements
• Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy
• Facilitate business growth by driving client loyalty
• Work closely with other solutions specialists to incorporate sophisticated solutions into the clients financial picture
• Drive goals based wealth management strategy with Financial Advisors and their clients
• Deliver exemplary service and financial guidance to clients, including recommendation of suitable investments and proposed financial strategies
• Remain current with all CFP and/or CPWA continuing education requirements
• Comply with all regulatory requirements, including licensing and registrations

Job Requirements

Successful candidates will be able to incorporate superior time management skills, financial planning acumen, and strong communication skills to support the firms clients in addressing a spectrum of financial and investment needs:

• Holder of a bachelors degree and 5+ years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related field
• Current holder of the CFP and/or CPWA designations
• Series 7, 66 licenses required
• Exemplary in communication, presentation, time-management and organizational skills
• Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions.
• Authorization to work in the U.S. without durational restrictions
• Successful completion of background check and pre-employment assessments
• Knowledge of Money Guide Pro preferred but not required

Hiring Process

Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect multiple interviews and assessments. All offers of employment are contingent on a background check.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Expected base pay rates for the role will be between 135,000 and 145,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

• Seniority level Director

• Employment type Full-time

• Job function Finance, Business Development, and Sales

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• 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.

• 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.

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

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!

• 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.

• 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

Minimum Qualifications- Education & Prior Job 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)

• 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.

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.

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 bu Financial Planning, Analyst, Senior Analyst, Financial, Accounting, Planning, Technology

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

Join to apply for the Financial Planning Associate role at PIMCO Join to apply for the Financial Planning Associate role at PIMCO 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) and providing 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. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Investment Management Referrals increase your chances of interviewing at PIMCO by 2x Get notified about new Financial Planning Associate jobs in Newport Beach, CA . 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Job Description Role: IT Strategist 4 - FinOps Lead Location: Richmond, VA (Hybrid). Need candidates within 2 hours' drive, 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, and ensure financial alignment with business values. Job Description: VDOT has an opportunity for a FinOps Lead in our Information Technology Division. You will be a key link between Infrastructure & Operations (I&O), Project and ITD Finance, and leadership. Your main responsibility will be to manage and optimize cloud usage and spend, enhance cost visibility, and align financials with business goals. This is an individual contributor role reporting to Enterprise Architecture. This position is hybrid, based in Richmond, VA at the VDOT Central Office. Successful candidates will have excellent time management and communication skills to collaborate effectively with business partners and internal teams to deliver results on time. Responsibilities: Cloud Cost Optimization Partner with I&O, Product, and DevOps teams to monitor, analyze, and optimize cloud resources (e.g., Azure). Identify cost-saving opportunities through right-sizing, reserved instances, and savings plans. Establish policies for resource tagging, allocation, and spend limits to ensure accountability. Financial Planning and Analysis Build detailed forecasts for cloud costs, considering growth, utilization, and development needs. Collaborate with ITD Finance to align cloud spend with agency budgets and strategies. Create dashboards to track cloud costs against forecasts and budgets. Cross-functional Collaboration Work with product, Enterprise Architecture, and engineering teams to ensure efficient resource allocation and budgeting. Provide leadership with insights on cloud spend trends, anomalies, and risks. Lead or support stakeholder education on FinOps best practices. Design and implement a Cloud Product COGS calculator for pricing and packaging decisions. Reporting and Governance Implement tools for automated cloud cost reporting and alerts. Develop KPIs and benchmarks to measure cost efficiency over time. Ensure compliance with financial policies and regulations. Experience: 8+ years in Finance/FP&A roles. 3-4 years in cloud finance or operations, preferably in SaaS or cloud environments. Proven experience implementing cloud cost analytics by product. Strong knowledge of cloud platforms (AWS, GCP, Azure) and pricing models. Skilled in financial modeling and cost analysis. Experience with cloud cost management tools (e.g., CloudHealth, Spot, AWS Cost Explorer). Familiar with FinOps principles and frameworks. Analytical, detail-oriented, proactive problem-solver passionate about efficiency and cost management. Scripting skills (Python, SQL) are a plus but not mandatory. Education: Bachelor’s degree in Finance, Accounting, Computer Science, or related field. Work Location: Primarily remote, with occasional on-site meetings. Work Hours: 40 hours/week, typically Monday-Friday, 8:30 AM - 5 PM, flexible schedule. Powered by JazzHR HyfFBb9P1N #J-18808-Ljbffr

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.

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.

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

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

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