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Job Title : Remote Stock & Options Trader (No Experience Required)

Company : Maverick Trading

Location : 100% Remote Work from Home or Anywhere

Overview :

Looking to earn income from home with flexible hours? Maverick Trading funds and supports stock and options traders using firm capital. Start part-time, scale into full-time. No previous trading experience requiredtraining and mentorship are available.

Key Responsibilities :

Trade U.S. stocks and equity options with firm capital

Analyze market trends and volatility

Manage trades and risk in real-time

Scale up account size with consistent performance

What You Need :

Entrepreneurial mindset and strong interest in financial markets

Self-discipline and the ability to work independently

Reliable computer and high-speed internet

No prior trading experience requiredtraining provided

What We Offer :

Remote, flexible schedule (part-time or full-time)

Trade with firm capital and keep 65%-90% of profits

Performance bonuses for profitable traders

Coaching, community, and educational resources

Capital increases tied to performance

Compensation :

This is a performance-based independent contractor role. Traders earn based on the profits they generate using firm capital.

About Us :

Maverick Trading is a proprietary trading firm operating since 1997. We back traders with capital, support, and a remote-first infrastructure.

Trader Washington, District of Columbia

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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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. 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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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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

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

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

H2O America is actively seeking talented, driven and effective applicants for the position of Financial Planning Analyst to join our dynamic team. We offer a challenging and rewarding work environment along with a competitive salary and an excellent benefits package. H2O America is the parent organization of the following subsidiary companies: San Jose Water, Connecticut Water, Maine Water, and Texas Water. We sustain life by delivering high-quality water and exceptional service while investing in the health and vitality of the communities we serve. Position Summary: Reporting to the Director of Financial Planning & Analysis, this individual will perform Financial Planning and Analysis and will assist with the Company’s strategic business plan and budgeting processes, financial analysis, business development transaction analysis, and special projects. The ideal candidate will have a strong understanding of financial modeling, valuation, and due diligence as well as corporate FP&A activities. They will provide financial consulting and strategic support to senior management, including preparing financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunity analysis, acquisition analysis, and other special projects requested by senior management. Specific Responsibilities Duties and Responsibilities: Assist in financial studies and multi-company financial planning and analyses, including merger & acquisition evaluation, strategic planning, business development, and operational efficiency/savings analyses. Support budgeting and forecasting for H2O America’s Shared Services Business Units. M&A and Business Development: Build forecast models and metrics to evaluate the outcome of potential business transactions, including but not limited to economic alliances, mergers, acquisitions, capital projects, and divestitures. Conduct industry and company research. Prepare financial models and valuation analyses. Assist with due diligence. Create presentations and documentation. Track progress and manage deal timelines. Stay up to date on M&A trends and developments. Financial Analysis: Provide key financial analysis of monthly and year-to-date results vs. budget and prior year, identifying causes of deviations and providing actionable insights. Analyze trends and key drivers and recommend strategies for improvement. Collaborate to prepare monthly and quarterly business performance reviews for the Shared Services Business Units. Work closely with Business Unit leaders in Shared Services, providing them with data-driven insights. Assist in the preparation of the 5-year strategic plan and associated cash flow modeling. Conduct analyses related to operations and future capital programs or other assigned projects; prepare reports and presentations pertaining to research and recommendations concerning analyzed subjects. Develop effective techniques and models for financial planning and analyses. Perform detailed analysis, fact verification, and research on subject matters as needed. Assist in complex financial forecasting studies, including utility regulated model and related regulatory analysis. Support other special projects required by senior management. Partner with accounting, budgeting, regulatory affairs, legal, and tax as appropriate. Required Knowledge, Skills & Abilities: Knowledge and skill in the application of generally accepted accounting principles. Ability to review and analyze complex accounting and financial data. Ability to identify financial implications of complex agreements and legal documents. Advanced financial modeling and analytical skills. Knowledge of the principles and practices of financial plan preparation and administration, accounting, and financial reporting; economics, statistical analysis, forecasting techniques, and computer modeling. Demonstrate extensive knowledge of the financial planning & analysis function. Mindset for continuous improvement. Knowledge and experience with regulated utilities. Communication Skills: Listens objectively to various viewpoints, quickly synthesizes new data, and responds appropriately to various stakeholders across multiple communication channels. Prepares and delivers compelling, concise, persuasive presentations. Leverages and expands relationships with stakeholders in the Accounting & Finance department, as well as other departments and groups. Required Education and Experience: Bachelor’s degree in accounting or finance; CPA or MSA desirable. Prior Investment Banking or M&A Analyst experience desirable. At least five years of professional-level financial analyst experience. Familiarity with financial accounting systems, preferably JD Edwards Enterprise One, Power Plant, Insight, Microsoft Excel, and database software are desirable. Location: This position may report out of any of the following subsidiary locations of H2O America: San Jose Water (San Jose, CA), Texas Water (New Braunfels, TX), Connecticut Water (Clinton, CT) or Maine Water (Saco, ME). Salary: California: $95,268 - $71,462/annually Connecticut: 75,582 - 136,068/annually Maine: 75,582 - 136,068/annually Texas: 71,298 - 127,316/annually EEO Statement Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. #J-18808-Ljbffr