1,655 Planning Analysis jobs in the United States

Manager, Digital Commerce Strategic Planning & Analysis

60684 Chicago, Illinois Walgreens

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**Job Description:**
**Job Summary**
Responsible for strategizing, implementing and measuring Digital Pharmacy and omni channel initiatives. Champions digital experiences instore and online, and brings together key stakeholders to design and deliver key decisions related to digital engagement, script conversion, and patient retention. Key contributor to communication of digital strategy and results across enterprise. Oversees the building of digital Rx reporting dashboards and supports valuing of experience enhancements aimed at achieving financial goals. Over time this role will manage a team of analysts in these efforts. Collaborates cross functionally to support strategic initiatives.
**Job Responsibilities**
+ Partners with cross functional teams to drive key initiatives and decisions that impact the business and deliver end to end financial and strategic results.
+ Translates strategic objectives into actionable analyses and plans. Champions pro active sharing of information to drive results, process improvement and best practices.
+ Oversees the analysis of performance to proactively identify insights and opportunities to grow the business. Makes data driven recommendations for the formulation of strategies and operating plans, and effectively communicates across all levels of the organization.
+ Helps build business cases in support of investment decisions.
+ May develop and manage financial budgets and forecasts that align with strategic business initiatives. Responsible for delivering goals and objectives, and provides data driven strategic input for long range plans.
+ Creates and executes divisional projects based on strategic need. Utilizes project management skills to create client focused deliverables, delegate work, execute project analysis, and deliver strategic results.
+ Continuously evaluates best practices, methodology and tools and seeks to improve deliverables in order to maintain alignment with business needs.
+ Provides guidance, direction, coaching, and counseling to team members. Allocates available resources to meet operating objectives. Develops and mentors staff through on boarding, open communication, training and development opportunities and performance management processes builds and maintains employee morale and motivation ensures the team is appropriately staffed with required competencies fosters a diverse and inclusive workplace.
**About Walgreens**
Founded in 1901, Walgreens ( has a storied heritage of caring for communities for generations, and proudly serves nearly 9 million customers and patients each day across its approximately 8,500 stores throughout the U.S. and Puerto Rico, and leading omni-channel platforms. Walgreens has approximately 220,000 team members, including nearly 90,000 healthcare service providers, and is committed to being the first choice for retail pharmacy and health services, building trusted relationships that create healthier futures for customers, patients, team members and communities.
Walgreens is the flagship U.S. brand of Walgreens Boots Alliance, Inc. (Nasdaq: WBA), an integrated healthcare, pharmacy and retail leader. Its retail locations are a critical point of access and convenience in thousands of communities, with Walgreens pharmacists playing a greater role as part of the healthcare system and patients' care teams than ever before. Walgreens Specialty Pharmacy provides critical care and pharmacy services to millions of patients with rare disease states and complex, chronic conditions.
The actual salary an employee can expect to receive, plus bonus pursuant to the terms of any bonus plan if applicable, will depend on experience, seniority, geographic location, and other factors permitted by law. To review benefits, please visit jobs.walgreens.com/benefits More Company information is available at .
LI-CB1
**Job ID:** 1657522BR
**Title:** Manager, Digital Commerce Strategic Planning & Analysis
**Company Indicator:** Walgreens
**Employment Type:**
**Job Function:** Marketing
**Full Store Address:** 433 W VAN BUREN STREET,CHICAGO,IL 60607
**Full District Office Address:** 433 W VAN BUREN STREET,CHICAGO,IL,60607-00433-04579-2
**External Basic Qualifications:**
+ Bachelor degree and at least 2 years of experience in one or more of the following areas strategy, consulting, merchandising, finance, operations, or marketing or High School GED and at least 5 years of experience in one or more of the following areas strategy, consulting, merchandising, finance, operations, or marketing
+ Experience in diagnosing, isolating, and resolving complex issues and recommending and implementing strategies to resolve problems.
+ Experience with analyzing and reporting data in order to identify issues, trends, or exceptions to drive improvement of results and find solutions.
+ Experience developing and delivering presentations to various audience levels within an organization.
+ Experience establishing and maintaining relationships with individuals at all levels of the organization
+ Experience establishing & maintaining relationships with individuals at all levels of the organization in a matrixed environment, in the business community & with vendors.
+ Experience with MS Office Suite.
+ At least 1 year of direct leadership, indirect leadership or cross functional team leadership.
+ Willing to travel up to 10 percent of the time for business purposes within state and out of state.
**Preferred Qualifications:**
+ Azure, SQL, Adobe Analytics
+ Power BI or Tableau
+ Pharmacy or Healthcare Industry experience
+ Masters degree OR MBA
+ Experience working in the digital space.
+ Experience working with P and L concepts revenue, cogs, gross profit margin, operating expenses and income.
+ Experience directly managing people, including hiring, developing, motivating, and directing people as they work
We will consider employment of qualified applicants with arrest and conviction records.
**Shift:**
**Store:**
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Financial Planning & Analysis

30383 Atlanta, Georgia InstantServe LLC

Posted 4 days ago

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2 weeks ago Be among the first 25 applicants

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

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

Additional Information

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

Seniority level
  • Internship

Employment type
  • Contract

Job function
  • Finance and Sales

Industries
  • IT System Data Services

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

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Financial Planning & Analysis

Sioux Falls, South Dakota Executive Recruiting Consultants

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Job Description

Job Description

POSITION:

Financial Planning and Systems Analyst

COMPANY PROFILE:

This manufacturing organization is located in the Sioux Falls, SD area within a great community, and offers an innovative place to work, with a great team of employees that exude a strong work ethic, which produces impeccable products. This company holds their customers satisfaction at a high level, and strives to exceed their expectations. They have not only grown to be recognized nationwide, but also have received numerous awards.

WHAT THIS COMPANY OFFERS:

  • Enjoy a casual working environment, while working with other key players in the organization.
  • $70,000 - $85,000 +
  • 15% Bonus Potential
  • Profit Sharing in year 2 of up to 15%, which has paid out the last 20 years.
  • Full benefits package: health plan including dental and vision (family plans available), life, flex reimbursement plan, disability insurance, fitness center benefits, PTO, 10 paid holidays, EAP, bereavement leave, military leave, FMLA.
  • 401k plan.
  • Award-winning manufacturer.

THE ROLE YOU WILL PLAY:

Report to the CFO.

Manage and lead the accounting & finance department in financial systems.

Oversee the general ledger and financial reporting systems.

Manage the key reports for financial reporting.

Be the go-to person in the company on ERP data.

Monitor and implement policies and procedures.

Assist in budgeting, forecasting and reporting.

COMMUNITY:

Sioux Falls, SD area

What do you love to do in your free time? No matter your preference of entertainment this community has it covered. The Sioux Falls area is a sport enthusiast dream town! Considering your family? Take them on the city bike trails, or to one of the many annual family friendly festivals. Not to mention the countless number of city parks, and a public safety department that is rated one of the best. Youll never be bored with exciting night life, hundreds of restaurants and big name acts coming to the Washington Pavilion and Sioux Falls Convention Center. Rapid growth is happening all around and in Sioux Falls as well as an affordable place to live! Great schools, churches, and programs to become a part of, make this your home today!

BACKGROUND PROFILE:

  • Bachelors Degree in Business, Accounting, Computer Science or similar background.
  • 5+ Years of Related Experience.
  • Possess strong organization skills and excellent communication skills.
  • Experience with financial reporting systems such as Nvision Qlikview.

FOR MORE OPPORTUNITIES CHECK OUT OUR WEBSITE

Contact:

Craig Libis

(

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Financial Planning & Analysis Analyst

94199 San Francisco, California Ouster

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At Ouster, we build sensors and tools for engineers, roboticists, and researchers, so they can make the world safer and more efficient. We've transformed LIDAR from an analog device with thousands of components to an elegant digital device powered by one chip-scale laser array and one CMOS sensor. The result is a full range of high-resolution LIDAR sensors that deliver superior imaging at a dramatically lower price. Our advanced sensor hardware and vision algorithms are used in autonomous cars, drones and many other applications. If you’re motivated by solving big problems, we’re hiring key roles across the company and need your help! Ouster, Inc. is looking for a full-time Senior Financial Planning & Analysis Manager/Analyst to join the Finance team in our San Francisco office. Ouster is a newly public company that is growing quickly. We need an FP&A Analyst that can help make a difference by rolling up their sleeves and helping build processes, work with the management team and other key stakeholders throughout the organization, and provide timely analyses and insight on a myriad of relevant business data. RESPONSIBILITIES: Support budgeting and forecasting activities for certain S&M, R&D, Ops and G&A departments. Conduct monthly budget vs. actual (BvA) analysis, providing insights on variances and trends to business partners. Collaborate with department heads to track and analyze spending, headcount, and project-related costs. Work closely with the general accounting team during the month-end close to ensure proper coding, accruals, and reclasses expenses if necessary. Assist in the preparation of financial presentations and reports for internal stakeholders and executive leadership. Maintain and improve financial models and templates in Google Sheets or Excel for planning and reporting purposes. Interact with business partners and incorporate routine risk and opportunity (R&O) insights from business partners into the financial model. Support audit requests and internal control procedures as needed. Participate in ad hoc analysis and special projects as needed. PREFERRED QUALIFICATIONS: 5+ years of relevant industry experience (e.g., financial planning & analysis, strategic finance, corporate finance, corporate strategy, corporate accounting) A Bachelor's Degree in Finance, Business, Economics, or other relevant field Proficiency in Excel required (experience in Google Sheets desired) FP&A Software experience preferred for example Planful/Adaptive Experience in manufacturing company desired Experience with large data handling and tool-driven data analysis Excellent communication skills, including good command of written and spoken English High level of initiative and work ethic Experience with Salesforce and NetSuite a plus The base pay will be dependent on your skills, work experience, location, and qualifications. This role may also be eligible for equity & benefits. ($85,000 - $135,000) We acknowledge the confidence gap at Ouster. You do not need to meet all of these requirements to be the ideal candidate for this role. Please submit a cover letter with your resume. Ouster is an Equal Employment Opportunity employer that pursues and hires a diverse workforce. Ouster does not make employment decisions on the basis of race, color, religion, ethnic or national origin, nationality, sex, gender, gender-identity, sexual orientation, disability, age, military status, or any other basis protected by local, state, or federal laws. Ouster also strives for a healthy and safe workplace, and prohibits harassment of any kind. Pursuant to the San Francisco Fair Chance Ordinance, Ouster considers qualified applicants with arrest and conviction records for employment. If you have a disability or special need that requires accommodation, please let us know. #J-18808-Ljbffr

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Associate, Financial Planning & Analysis

02298 Boston, Massachusetts Harbourvest

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Job Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking. In our collegial environment that’s marked by low turnover and high energy, you’ll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences. We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm. HarbourVest is an equal opportunity employer. This position will be a hybrid work arrangement, which translates to 2-3 days minimum per week in the office. We are looking for an Associate to join our growing Financial Planning & Analysis (FP&A) team at HarbourVest. This role offers the opportunity to help craft our strategy and build a long-term career alongside the function, while making a real impact daily. The ideal candidate is someone who: Excellent organizational skills; ability to prioritize multiple projects with the highest attention to detail Creative problem-solving ability and sound judgment – ability to take initiative and ownership for decisions Strong interpersonal skills, and a standout colleague with capacity to interact with all levels Capable of working fairly independently in a fast-paced environment, with the ability to incorporate feedback and a hunger to learn Proven expertise in Excel and PowerPoint and an excitement to learn new technology and adaptability to new platforms Responsibilities include: Supporting disaggregation of the firm's economic structure, creating visibility on cost drivers and profitability margins and driving accountability across the firm Contributing to FP&A's role in technology transformation efforts across Corporate Finance, such as a new GL system, new CPM and adoption of best practices in budgeting and planning Competitive intelligence and benchmarking of our peer firms and related monitoring exercises throughout the year Assisting in capital structure initiatives, balance sheet management & cash flow analysis Participating in special projects on an ad-hoc basis and collaborating with input providers across the firm to ensure they are driven to completion Collaborating closely with Controllership teams on a daily basis Education Preferred Bachelor’s Degree or equivalent in Finance, Business, or Analytics Progress towards or completion of CPA and/or CFA and/or MBA a plus Experience 3-5 years of experience in a financial analytics environment, preferably in a corporate FP&A group that has provided foundation in corporate finance and business strategy Financial services industry (private equity or banking) a plus #LI-Hybrid #J-18808-Ljbffr

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Financial Planning & Analysis - Analyst

27497 Greensboro, North Carolina Advanced Personnel Resources

Posted 4 days ago

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Financial Planning & Analysis Analyst

Our client, a well-established employer in the Triad (central NC), has an immediate opening for an FP&A Analyst. This is an exciting opportunity for an enthusiastic individual who thrives in a challenging, forward thinking and fast-paced team environment, to join a dynamic learning environment and make a difference.

Reporting to the AVP Accounting, the FPA Analyst will: 1) act as the analytical engine of the company to provide insights and support optimal business decision making and 2) assist in spearheading the company's corporate financial model, annual budgeting process, quarterly reforecast, strategic analysis, operating plan variance analysis, revenue and expense variance analysis, and special projects.

Job Requirements:

  • BA/BS degree in accounting/finance or related field.
  • CPA and/or FP&A certification is a plus.
  • 3 plus years experience in Corporate Financial Planning and Analysis required.
  • Strong computer skills including MS Office with strong PPT and Excel skills.
  • Exceptional attention to detail with strong organizational and time-management skills.
  • Sharp quantitative and qualitative research and analytical skills.
  • Strong understanding of budgeting/forecasting processes.
  • Ability to work well in a fast-paced environment.


Please attach resume (MSWord preferably) to submission.

All inquiries are highly confidential and go directly to:

Pat Rudy, Corporate Recruiting Manager

Advanced Personnel Resources | Greensboro NC

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Associate, Financial Planning & Analysis

19711 Windy Mill Park, Delaware Delaware Staffing

Posted 7 days ago

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Job Description

Join Sallie Mae

When you join Sallie Mae, you become a champion for all students. We're on a mission to power confidence as students begin their unique journey. To help them plan their higher education, successfully finish, and prepare for life after school. To help them Start smart. Learn big. Students need guidance navigating this important time in their life. They need someone who acknowledges that their education path is unique. They need a partner willing to evolve and not only meet but surpass their expectations. We're changing. Because students need a better way. We're looking for people who are excited to drive this transformation. To break barriers and think of new ways to adapt, help, and create better experiences for studentsand for each other. This is where diverse backgrounds, beliefs, and perspectives matter. It's where you're empowered to bring your authentic self to work. Feeling your best allows you to do your best. Our benefits take care of the whole youfrom physical and mental to financial and professional. You'll get opportunities to further your education and career, support for you and your family (including your pets!), paid time off to volunteer for the things that matter to you, and more. We're obsessed with impact and making a real difference. For us, that means putting relationships first, asking "why not?" when tackling challenges, and continuously learning new skills. Come do more than join something, change something. For students, for future generations, for the future of education.

What You'll Contribute

The Associate, Financial Planning and Analysis will be responsible for supporting the financial planning and analysis process, including budgeting, forecasting, and reporting. The ideal candidate will have strong analytical skills, attention to detail, and the ability to work collaboratively with cross-functional teams.

What You'll Do
  • Assist in the preparation of annual budgets and monthly forecasts
  • Analyze financial results and variances, identify trends and provide recommendations to improve financial performance
  • Prepare monthly and quarterly financial reports for management and other stakeholders
  • Support the development of financial models and perform sensitivity analyses to support decision-making
  • Collaborate with cross-functional teams to identify cost savings opportunities and process improvements
  • Participate in ad-hoc projects as needed

The above information is intended to describe the general nature and level of work performed by employees assigned to this job; it is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees in this role.

What You Have

Minimum education, skills and experience required.

  • Strong analytical and problem-solving skills, with a high attention to detail
  • Proficiency in Microsoft Excel and other financial modeling tools
  • Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams
  • Ability to work independently in a fast-paced environment and manage multiple priorities simultaneously

Preferred education, skills, and experience.

  • Bachelor's degree in Finance, Accounting, or related field
  • 1-2 years of experience in financial planning and analysis, or related field
  • Experience with financial planning software is a plus

The Americans with Disabilities Act of 1990 (ADA) prohibits discrimination by employers, in compensation and employment opportunities, against qualified individuals with disabilities who, with or without reasonable accommodation, can perform the "essential functions" of a job.

Our benefits take care of the whole youso you can build your work around your life (not the other way around!).

  • Competitive base salaries
  • Bonus incentives
  • Generous PTO, Floating Holidays and 12 Federal Holidays observed
  • Support for financial-well-being and retirement 401k with employer match
  • Comprehensive medical, dental, vision, hospital indemnity, critical illness, pet insurance and more
  • Employer paid short-term/long-term disability and basic life insurance
  • Flexible hybrid working arrangements.
  • Paid parental leave and adoption reimbursement programs
  • Free access to on-site staffed fitness centers (in Delaware) and gym subsidy (for locations outside Delaware)
  • Confidential counseling support (EAP), Health Advocacy services and Wellness program with financial incentives
  • Tuition Reimbursement and Family Scholarship Programs
  • Career development and training opportunities

Sallie Mae is proud to be an equal opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law.

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Financial Planning & Analysis Analyst

Mission, Kansas intelcia

Posted 7 days ago

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About the Role:
We are looking for a proactive and detail-oriented FP&A Analyst to join our FP&A Direction. The ideal candidate will have prior experience in the FP&A field and a proven track record of driving financial insights. You will be responsible for key aspects of financial planning and analysis, contributing to the month-end closing process, budgeting, and providing support on ad hoc analysis to guide business decisions.

1. Month-End Closing:

Coordinate and participate in the month-end closing process, ensuring all financial data is accurate and submitted on time.

Reconcile accounts and ensure all variances are analyzed and understood.

Prepare monthly financial statements and report variances against budget and forecast.

Collaborate with cross-functional teams to resolve discrepancies and provide insight into financial performance.

Assist in month-end reporting with detailed commentary on the key drivers behind variances.

2. Budgeting:

Participate in the annual budgeting process, working closely with other Business Units to gather financial data and prepare detailed budget analysis.

Develop detailed financial models to support the budgeting process.

Provide ongoing analysis and adjustments to the budget, ensuring it aligns with framing note.

Monitor budget performance throughout the year, identifying potential risks and opportunities.

3. Ad Hoc Analysis:

Provide ad hoc financial analysis to support business decisions, identifying trends, risks, and opportunities in the business.

Develop and maintain financial models to assist with scenario analysis, strategic planning.

Work on special projects and financial research requests from senior leadership, offering insights that drive better business decisions.

Perform various analysis as required by management.

Masters degree in Finance, Accounting, or a related field.

23 years of experience in FP&A.

Strong knowledge of financial analysis techniques and financial modeling.

Proficiency in Excel, including advanced functions, is essential for financial modeling and data analysis.

Proficiency in Power BI to analyze data and create insightful reports and dashboards that drive informed decision-making across the business.

Experience with month-end close processes, including account reconciliations and variance analysis.

Excellent communication skills to interact with various departments and explain financial findings.

Ability to work independently and manage multiple projects while meeting deadlines.

A proven ability to develop and maintain complex budgets and forecasts.

Strong attention to detail and an ability to think analytically and strategically.

Familiarity with financial reporting standards and regulations.

Fluency in English is required for clear communication and effective collaboration with global teams.

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Financial Planning & Analysis Analyst

Mission, Kansas .406 Ventures

Posted 7 days ago

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Job Description

FamilyWell Health is a tech-enabled behavioral health company dedicated to solving the womens mental health crisis by seamlessly embedding high quality, equitable, & affordable mental health care into OB/Gyn clinics. Founded by a physician mother and led by women, FamilyWell integrates comprehensive womens mental health programs into Ob/Gyn practices utilizing the collaborative care model. For more information, visit familywellhealth.com .

Position Overview:

FamilyWell Health is seeking a highly motivated FP&A Analyst to support financial planning, reporting, and decision-making across the organization. In this role, youll help build models, analyze financial and operational performance, and generate insights that help guide our rapid growth and scale our impact. This is a unique opportunity to grow your finance career in a mission-driven, data-oriented womens health startup.

Key Responsibilities

Budgeting & Forecasting:

  • Assist in preparing and maintaining annual budgets, monthly forecasts, and financial planning models across service lines, states, and staffing types.

Variance Analysis:

  • Analyze budget vs. actuals, track key revenue and expense drivers, and deliver actionable insights to the Finance and Leadership teams.

Revenue Modeling:

  • Support tracking of reimbursement trends, payor mix, and volume metricsespecially for Collaborative Care CPT codes (99492, 99493, 99494) and value-based payments.

Operational Metrics:

  • Partner with clinical and operations teams to gather and analyze data on visit volumes, staffing productivity, and contribution margin by service line.

Prepare recurring financial and performance reports for internal stakeholders and board-level presentations.

  • Help implement and improve FP&A systems and tools (e.g., Google Sheets, Excel, BI dashboards).

Qualifications:

  • 24 years of experience in FP&A, investment banking, consulting, healthcare finance, or a related analytical role
  • Strong financial modeling and Excel/Google Sheets skills
  • Understanding of basic accounting, budgeting, and forecasting concepts
  • Experience working with healthcare providers or in a value-based care setting is a plus
  • Strong analytical and critical thinking skills; attention to detail
  • Ability to communicate insights clearly to non-finance stakeholders
  • Mission-aligned, self-starter, and excited to work in a fast-paced, startup environment
  • Bachelors degree in Finance, Accounting, Economics, Public Health, or a related field

Preferred Experience

  • Experience with Collaborative Care Model billing or perinatal mental health services.

Why Join FamilyWell
  • Be part of a mission-driven company improving perinatal mental health care at scale
  • Join a collaborative, remote-first team passionate about impact and innovation
  • Work on high-visibility projects that shape strategic decisions
  • Grow your career in healthcare finance with strong mentorship and learning opportunities
  • Competitive compensation and benefits, including health insurance, PTO, and paid holidays

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Financial Planning & Analysis Associate

02298 Boston, Massachusetts Dtcc

Posted 7 days ago

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Job Description

Are you ready to make an impact at DTCC?

Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.

Finance is one organization composed of ten functions forming the financial backbone of DTCC, leaders who stand at the forefront of DTCC's competitive endeavors across the globe. From accountants and financial analysts to internal consultants and workplace designers, the CFO Organization employs diverse individuals who work together to help make DTCC a global leader in the financial services industry.

Pay and Benefits:

  • Competitive compensation, including base pay and annual incentive
  • Comprehensive health and life insurance and well-being benefits, based on location
  • Pension / Retirement benefits
  • Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
  • DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The Impact you will have in this role:

The Financial Planning & Analysis Associate role will provide full support to DTCC's FP&A's objectives. This includes developing budgets, forecasts and P&L management for different businesses and functions. It involves tracking performance vs. budgets and explaining variances and preparing financial performance presentations for senior management and board meetings. The overall objective is to partner with the business and functional managers to meet financial commitments and goals and assist management in making sound financial decisions.

Your Primary Responsibilities:
  • Analyze new project initiatives from an economic perspective by breaking down a problem and work with others to solve.
  • Ability to query, analyze and present data; proactively provides information in anticipation of questions.
  • Develop income statements, balance sheets and cash flows based on a set of assumptions
  • Investigate complex analysis to solve key business issues.
  • Work across multiple channels to assist in ad-hoc projects involving M&A analysis, pricing, revenue analysisand system implementation
  • Develop and maintain financial models
  • Evaluate processes to drive efficiencies to deliver improved financial performance, such as process mapping and improvement
  • Additional adhoc responsibilities may apply
  • Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; escalates appropriately.
Qualifications:
  • Minimum of 4 years of related experience
  • Bachelor's degree preferred or equivalent experience
Talents Needed for Success:
  • Bachelor's degree in Finance/Accounting (Masters/MBA preferred)
  • 3-4 years experience in Financial Analysis/Accounting preferred
  • Proficient in Microsoft Office


The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

About Us

With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 20 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing performance and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. In 2024, DTCC's subsidiaries processed securities transactions valued at U.S. $3.7 quadrillion and its depository subsidiary provided custody and asset servicing for securities issues from over 150 countries and territories valued at U.S. $99 trillion. DTCC's Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes more than 25 billion messages annually. To learn more, please visit us at or connect with us on LinkedIn, X, YouTube, Facebook and Instagram.

DTCC proudly supports Flexible Work Arrangements favoring openness and gives people freedom to do their jobs well, by encouraging diverse opinions and emphasizing teamwork. When you join our team, you'll have an opportunity to make meaningful contributions at a company that is recognized as a thought leader in both the financial services and technology industries. A DTCC career is more than a good way to earn a living. It's the chance to make a difference at a company that's truly one of a kind.

Learn more about Clearance and Settlement by clicking here.

About the Team

Finance is one organization composed of ten functions forming the financial backbone of DTCC, leaders who stand at the forefront of DTCC's competitive endeavors across the globe. From accountants and financial analysts to internal consultants and workplace designers, the CFO Organization employs diverse individuals who work together to help make DTCC a global leader in the financial services industry.

The Financial Planning & Analysis department enables DTCC to maintain the highest level of financial performance by providing sound planning, budgeting, business case development, client pricing and performance reporting in support of the company's business lines and operating departments.
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  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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