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Join to apply for the Financial Planning Analysis / Sr Financial Planning & Analysis role at Transact Campus Continue with Google Continue with Google Join to apply for the Financial Planning Analysis / Sr Financial Planning & Analysis role at Transact Campus Who we are: Transact and CBORD have joined forces as industry leaders to bring the best integrated technology solutions to education, healthcare, and business campuses worldwide. Be a part of this exciting new partnership, committed to transforming organizations and improving the lives of people doing mission-critical work. Why join our team: We strive to provide the very best customer experience in the industry and have succeeded with a single, strong motivating principle: We serve our user community. Our success and growth are directly attributed to our people. Our newly combined companies are dedicated to fostering a culture of integrity, respect, and continuous personal development. We maintain an entrepreneurial spirit, where creativity, innovative problem-solving, and learning agility drive our day-to-day actions. We are currently searching for a Sr Financial Planning & Analysis to support the Services business for Transact+CBORD. Please see the details for the position below. Title: Sr Financial Planning & Analysis Location: Remote within the US Key Responsibilities Support strategic business decision making through financial modeling and analysis, including ad-hoc modeling and analysis to achieve business and company goals. Maintain financial budgets and forecasts for the business and track key variances. Design and create monthly, quarterly dashboards to help monitor and identify key business trends. Develops financial plans and reports for organizational leaders. Enhance and maintain key KPIs to drive better investment decisions, such as return on spend at the program or initiative level. Constantly improve accuracy by understanding the underlying business drivers. Update assumptions with inputs from operational business improvements. Variance reporting (forecast vs. actuals) and analysis. Provide inputs to monthly reporting packages, and monthly and quarterly business reviews. Requirements BA/BS in Finance, Accounting, Business Administration, Economics. Three (3) or more years of experience in financial planning & analysis, management consulting, or public and managerial accounting. Excellent Excel skills. Have a rigorous attention to detail. Excellent communication and organization skills. Work well under pressure. Highly organized and can work on multiple projects at once. A high level of analytical ability and accuracy. Ability to work independently and complete tasks with minimal supervision. Experience in an Enterprise SaaS environment is a plus. Experience with Datarails, Microsoft Dynamics D365 or Power BI is a plus. Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity, or commissions. Transact + CBORD is an equal employment opportunity employer and considers qualified applicants for employment without regard to race, gender, age, color, religion, national origin, marital status, disability, sexual orientation, protected military/veteran status, or any other protected factor. As of Aug. 20, 2024, Transact and CBORD have merged to drive innovation and operational excellence across education, healthcare, and corporate markets. You can read more about the merger here: Transact News or CBORD Newsroom. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Referrals increase your chances of interviewing at Transact Campus by 2x Get notified about new Senior Financial Planning Analyst jobs in St Louis, MO . 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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.

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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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Arizona Public Service generates reliable, affordable and clean energy for 2.7 million Arizonans. As the state's largest and longest-serving energy provider, our more than 6,000 dedicated employees power our vision of creating a sustainable energy future for Arizona.

The Director of Financial Planning leads, manages and coordinates the Financial Planning functions in support of the integrated resource plan, strategic financial plans, investor relations and regulatory requirements. Facilitate the internal exchange of information and provide expertise in financial management to drive accountability, financial profitability and enhanced decision making throughout the Company. Works closely with the executive leadership team to develop the financial forecast and analyze assumptions and with the regulatory team to develop and drive regulatory strategy. Reports directly to the Vice President of Finance and Planning.

• Bachelor's degree in business, economics, finance, accounting or related discipline
• And ten (10) years experience, or an equivalent combination of education and experience in accounting and FP&A functions, utility finance, or other related field.
• Demonstrated leadership skills.
• Ability to apply broad business perspective to daily operations.
• Effective problem solving, interpersonal, and communication skills.
• Computer literacy with ability to effectively utilize associated systems and software.
• May require specialized programming knowledge for applications associated with analyses, forecasts, projections, and other studies.

1) Responsible for the long-range financial model (5 years+), the load and revenue forecast, as well as the consolidation of the budget, including running financial scenarios and vetting assumptions.

2) Partner with other financial departments and internal customers to provide strategic financial management consulting and information to support the business needs.

3) Develop, maintain and apply knowledge and understanding of customers business as it relates to the total company.

4) Direct the development and preparation of forecasts, reports, financial projections, statistics, analyses and research studies for management and the Board of Directors use in making strategic decisions.

5) Provide leadership to produce effective teams in an environment consistent with the Company's cultural expectations and vision.

6) Selects and develops a high performing team through effective coaching, performance feedback, recognition, training and development opportunities.

7) Support regulatory strategy and utility modeling, which may include involvement with ACC and FERC activities for the Company, in partnership with Accounting, Tax, Regulatory and Legal.

8) Represent the Company in the local and business community which may require membership in external organizations.

9) Demonstrates executive-level oral, written and presentation communication skills, negotiation skills and the highest quality interpersonal and people management skills.

This position may require access to and/or use of information subject to control under the Department of Energy's Part 810 Regulations (10 CFR Part 810), the Export Administration Regulations (EAR) (15 CFR Parts 730 through 774), or the International Traffic in Arms Regulations (ITAR) (22 CFR Chapter I, Subchapter M Part 120) (collectively, 'U.S. Export Control Laws'). Therefore, some positions may require applicants to be a U.S. person, which is defined as a U.S. Citizen, a U.S. Lawful Permanent Resident (i.e. 'Green Card Holder'), a Political Asylee, or a Refugee under the U.S. Export Control Laws. All applicants will be required to confirm their U.S. person or non-US person status. All information collected in this regard will only be used to ensure compliance with U.S. Export Control Laws, and will be used in full compliance with all applicable laws prohibiting discrimination on the basis of national origin and other factors. For positions at Palo Verde Nuclear Generating Stations (PVNGS) all openings will require applicants to be a U.S. person.

Pinnacle West Capital Corporation and its subsidiaries and affiliates ('Pinnacle West') maintain a continuing policy of nondiscrimination in employment. It is our policy to provide equal opportunity 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, recruiting, hiring, promoting, compensating, reassigning, demoting, transferring, laying off, recalling, terminating employment, and training for all positions without regard to race, color, religion, disability, age, national origin, gender, gender identity, sexual orientation, marital status, protected veteran status, or any other classification or characteristic protected by law.

For more information on applicable equal employment regulations, please refer to EEO is the Law poster. Federal law requires all employers to verify the identity and employment eligibility of every person hired to work in the United States, refer to E-Verify poster. View the employee rights and responsibilities under the Family and Medical Leave Act (FMLA).

In compliance with the Drug Free Workplace Act of 1988, the Company is committed to a work environment that is free from the effects of alcohol and controlled substances, and free from the abuse or inappropriate use of prescribed and over-the-counter medications. The Company requires employees to be subject to drug and alcohol testing that is job-related and consistent with business necessity, regulatory requirements and applicable laws.

Hybrid: Employees in hybrid roles work both in their home offices (virtually) and alongside their colleagues (in person).

In order for employees to build strong relationships and to promote meaningful in-person interactions, hybrid employees are expected to work about 40% of their time in-person at an APS or other (non-home office) location.

*Employees are expected to reside in Arizona (or New Mexico for Four Corners-based employees).

*Working from a home office requires adequate technology and an appropriate ergonomic set up.

*Role types are subject to change based on business need.

Arizona Public Service generates reliable, affordable and clean energy for 2.7 million Arizonans. As the state’s largest and longest-serving energy provider, our more than 6,000 dedicated employees power our vision of creating a sustainable energy future for Arizona. Summary The Director of Financial Planning leads, manages and coordinates the Financial Planning functions in support of the integrated resource plan, strategic financial plans, investor relations and regulatory requirements. Facilitate the internal exchange of information and provide expertise in financial management to drive accountability, financial profitability and enhanced decision making throughout the Company. Works closely with the executive leadership team to develop the financial forecast and analyze assumptions and with the regulatory team to develop and drive regulatory strategy. Reports directly to the Vice President of Finance and Planning. Minimum Requirements Bachelor's degree in business, economics, finance, accounting or related discipline And ten (10) years experience, or an equivalent combination of education and experience in accounting and FP&A functions, utility finance, or other related field. Demonstrated leadership skills. Ability to apply broad business perspective to daily operations. Effective problem solving, interpersonal, and communication skills. Computer literacy with ability to effectively utilize associated systems and software. May require specialized programming knowledge for applications associated with analyses, forecasts, projections, and other studies. Major Accountabilities 1) Responsible for the long-range financial model (5 years+), the load and revenue forecast, as well as the consolidation of the budget, including running financial scenarios and vetting assumptions. 2) Partner with other financial departments and internal customers to provide strategic financial management consulting and information to support the business needs. 3) Develop, maintain and apply knowledge and understanding of customers business as it relates to the total company. 4) Direct the development and preparation of forecasts, reports, financial projections, statistics, analyses and research studies for management and the Board of Directors use in making strategic decisions. 5) Provide leadership to produce effective teams in an environment consistent with the Company's cultural expectations and vision. 6) Selects and develops a high performing team through effective coaching, performance feedback, recognition, training and development opportunities. 7) Support regulatory strategy and utility modeling, which may include involvement with ACC and FERC activities for the Company, in partnership with Accounting, Tax, Regulatory and Legal. 8) Represent the Company in the local and business community which may require membership in external organizations. 9) Demonstrates executive-level oral, written and presentation communication skills, negotiation skills and the highest quality interpersonal and people management skills. Export Compliance / EEO Statement This position may require access to and/or use of information subject to control under the Department of Energy's Part 810 Regulations (10 CFR Part 810), the Export Administration Regulations (EAR) (15 CFR Parts 730 through 774), or the International Traffic in Arms Regulations (ITAR) (22 CFR Chapter I, Subchapter M Part 120) (collectively, 'U.S. Export Control Laws'). Therefore, some positions may require applicants to be a U.S. person, which is defined as a U.S. Citizen, a U.S. Lawful Permanent Resident (i.e. 'Green Card Holder'), a Political Asylee, or a Refugee under the U.S. Export Control Laws. All applicants will be required to confirm their U.S. person or non-US person status. All information collected in this regard will only be used to ensure compliance with U.S. Export Control Laws, and will be used in full compliance with all applicable laws prohibiting discrimination on the basis of national origin and other factors. For positions at Palo Verde Nuclear Generating Stations (PVNGS) all openings will require applicants to be a U.S. person. Pinnacle West Capital Corporation and its subsidiaries and affiliates ('Pinnacle West') maintain a continuing policy of nondiscrimination in employment. It is our policy to provide equal opportunity 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, recruiting, hiring, promoting, compensating, reassigning, demoting, transferring, laying off, recalling, terminating employment, and training for all positions without regard to race, color, religion, disability, age, national origin, gender, gender identity, sexual orientation, marital status, protected veteran status, or any other classification or characteristic protected by law. For more information on applicable equal employment regulations, please refer to EEO is the Law poster. Federal law requires all employers to verify the identity and employment eligibility of every person hired to work in the United States, refer to E-Verify poster. View the employee rights and responsibilities under the Family and Medical Leave Act (FMLA). In compliance with the Drug Free Workplace Act of 1988, the Company is committed to a work environment that is free from the effects of alcohol and controlled substances, and free from the abuse or inappropriate use of prescribed and over-the-counter medications. The Company requires employees to be subject to drug and alcohol testing that is job-related and consistent with business necessity, regulatory requirements and applicable laws. Hybrid: Employees in hybrid roles work both in their home offices (virtually) and alongside their colleagues (in person). In order for employees to build strong relationships and to promote meaningful in-person interactions, hybrid employees are expected to work about 40% of their time in-person at an APS or other (non-home office) location. *Employees are expected to reside in Arizona (or New Mexico for Four Corners-based employees). *Working from a home office requires adequate technology and an appropriate ergonomic set up. *Role types are subject to change based on business need. #J-18808-Ljbffr

• 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.

Our client is growing and looking for a Financial Planning & Analysis Senior to join their team. The environment fully supports both employees and customers. This position will collaborate with finance and operations management to provide financial insights for strategic business decisions. What You'll Do: Turn complex financial data into actionable business intelligence Uncover growth opportunities through trend analysis Create dynamic financial models for executive decision-making Partner with operational teams to optimize performance Develop insightful reporting that shapes company strategy What You Will Have: B.S. in Finance or related field 2+ years of related experience Understanding of GAAP If interested, please respond to this posting with your resume. Resumes that are a good fit will receive a request for an interview within 3 business days. We love recruiting! That is what makes us different from our competition. Experience the difference of working with a recruiter who loves what they do! #J-18808-Ljbffr

The Financial Planning Analyst supports Morongo Casino Resort & Spas financial decision-making through detailed data analysis and business reporting. Under the supervision of the Manager of Financial Planning & Analysis, this role is responsible for retrieving, organizing, and analyzing operational and financial data using query tools and Excel. The Analyst delivers actionable insights and collaborates across departments to improve performance and support strategic initiatives.

• Extracts and analyzes data from AS400 and Oracle using Tableau and other querying tools to support financial reporting needs.
• Prepares financial reports, dashboards, and performance metrics as directed by the Manager of Financial Planning & Analysis.
• Assists in the creation and delivery of presentations that communicate trends, forecasts, and business insights.
• Ensures data accuracy, consistency, and integrity in all analysis and reporting deliverables.
• Partners with internal departments to collect relevant data and identify areas of improvement to enhance financial performance.
• Develops and distributes ad hoc reports for special projects or operational reviews.
• Maintains working knowledge of core business and financial principles, including profit/loss, variance analysis, and trend recognition.
• Performs other duties as assigned to support the overall success of the Financial Planning & Analysis function.

SUPERVISORY RESPONSIBILITIES: This position does not have direct supervisory responsibilities but may provide guidance or support to other team members.

• Knowledgeable in the safe use of cleaning chemicals and custodial equipment.
• Demonstrates strong interpersonal communication and professional behavior with guests and coworkers.
• Displays sound judgment, reliability, and integrity in daily responsibilities.
• Committed to delivering exceptional guest service in a clean and well-maintained environment.

EDUCATION and/or EXPERIENCE:

• Bachelors degree in Finance, Accounting, Economics, Business Administration, or a related field required.MBA or progress toward a professional designation (e.g., CFA, CPA) is a plus.
• Minimum of 2 years of experience in financial planning and analysis, budgeting, or related finance roles.
• Strong analytical and quantitative skills with experience in financial modeling, forecasting, and variance analysis.
• Skilled in SQL and relational database design; with advanced use of data visualization platforms including Tableau, Power BI, and Cognos.
• Proficiency in Excel and financial reporting tools; experience with ERP systems (e.g., Oracle, SAP, UKG Pro, or similar) preferred.
• Familiarity with key financial metrics and performance indicators.
• Experience in a high-volume, fast-paced environment or hospitality/gaming industry preferred.

LICENSES, CERTIFICATES, REGISTRATIONS:

Must have successfully completed a background check and obtained a gaming license issued by the Morongo Gaming Agency, as required.

LANGUAGE SKILLS:

Must be able to read and interpret documents in English, such as instructions, guidelines, policies, and procedures. Must also be able to communicate clearly and effectively with team members, management, and guests.

PHYSICAL DEMANDS:

Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions of the job.

• Communication Skills: Must be able to communicate clearly and effectively in person, by phone, and in group settings.
• Lifting and Carrying: Occasionally lifts documents, equipment, or supplies weighing up to 25 pounds.
• Manual Dexterity: Frequently uses hands to operate a computer, calculator, and other standard office equipment.
• Mobility: Occasionally moves throughout the property and between departments for meetings and operational support.
• Stationary Work: Frequently remains seated at a desk or computer workstation for extended periods.
• Tool Operation: Regular use of computers, software applications, and standard office equipment.
• Visual Acuity: Requires close vision, depth perception, and the ability to adjust focus while reviewing data and documents.
• Working Conditions: Regularly works in both office and casino environments, with exposure to moderate to high noise levels and a smoking environment.

WORK ENVIRONMENT:

This is a dynamic, fast-paced environment that requires the ability to adapt and perform under pressure. The casino operates with moderate to loud noise levels and is a smoking environment, requiring team members to work comfortably in these conditions.

WORKING HOURS:

Morongo Casino Resort & Spa operates 24 hours a day, 365 days a year; therefore, flexibility in scheduling is essential. Team members must be available to work shifts that may include evenings, weekends, holidays, and special events. Schedules are subject to change based on business needs and may include overtime, as well as work on both weekdays and weekends.

INDIAN PREFERENCE:

We are an Equal Opportunity Employer and practice Native American preference in accordance with applicable laws.

At Perigon Wealth Management, our Financial Planning Associates are key contributors to the delivery of high-quality, personalized client experiences. In this role, you’ll provide critical technical support to Lead Advisors—helping gather client data, build financial plans, run scenarios, and develop tailored strategies. While you may participate in client meetings, this is not an advice-giving role. It’s an ideal opportunity for someone looking to grow their career in financial planning while learning from a team consistently recognized for excellence—including our CEO, Arthur Ambarik, ranked #4 Best-in-State Wealth Advisor in California by Forbes, and our firm’s inclusion in USA Today’s list of the Top 500 RIAs, where we were ranked #14 nationwide. Company Overview Perigon Wealth Management is a rapidly growing independent Registered Investment Advisor (RIA) based in San Francisco, CA. Perigon was recently named as one of Newsweek’s Top Financial Advisory firms of 2025. We manage approximately $9 billion in client assets as a fee-based fiduciary. In addition to our headquarters in San Francisco, we have offices nationwide including Hawaii, New York, New Jersey, Connecticut, Massachusetts, Delaware, Georgia and Florida with plans for significant near-term growth and expansion into new markets. Essential Duties and Responsibilities The essential functions include, but are not limited to the following: Assist in the preparation of financial plans, including gathering data, analyzing financial information, and updating client portfolios. Help manage client inquiries and ensure they are directed to the appropriate team members when necessary. Support the creation of financial plans by preparing various financial analysis reports Review and analyze client financial data to ensure accuracy and completeness. Generate investment performance reports and client portfolio updates. Conduct research on financial products, market trends, and other relevant financial planning topics. Assist in the preparation of client meeting materials and documents. Collaborate with tax and estate planning professionals. Skills and Required Competencies Bachelor’s degree in Finance, Accounting, Economics, or a related field. Progress toward or completion of the CFP (Certified Financial Planner) designation is a plus, but not required. 0–3 years of experience in financial services or related field (internships or prior roles in wealth management, insurance, or accounting are advantageous). Familiarity with financial planning software (e.g., eMoney, MoneyGuide). Strong analytical skills with attention to detail. Excellent written and verbal communication skills. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Ability to prioritize tasks and manage multiple deadlines. A team-oriented attitude with the ability to work independently when needed. Enthusiasm for learning about financial planning and a commitment to professional growth. Compensation We value our colleagues and recognize the importance of maintaining a high-quality team to deliver the level of care and type of service experience our clients and advisors are accustomed to. To that end, we look for individuals that share our passion for service. Additionally, we are pleased to offer a competitive compensation package. Ability to earn an annual discretionary bonus Company Health, Vision, Life & Dental insurance Company matched 401k Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship. The company is an equal opportunity employer and complies with ADA regulations as applicable. #J-18808-Ljbffr