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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

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Company Description
AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas - immunology, oncology, neuroscience, and eye care - and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit us at Follow @abbvie on X, Facebook, Instagram, YouTube, LinkedIn and Tik Tok ( .
Job Description
Purpose:
PRM Finance Manager to support Plastics and Regenerative Medicine business. This position takes the lead, with guidance from the PRM Finance Director, in managing the full P&L for Regen Med. The Finance Manager acts as a business partner and strategic thought leader in collaboration with the Marketing and Commercial teams. Primary responsibilities include modeling Sales to Distribution Margin, coordinating all planning cycles (Plan, LBE, LRP), and acting as financial planning lead for Regen Med (including GTN, royalties, and warranty). Other key responsibilities include promotion modeling, pricing analysis, daily/weekly/monthly reports (sales analytics), weekly sales tracking, and acting as liaison with Sales, Marketing, Operations, Customer Operations (customer service), and SP&A (sales planning & analytics). This is in addition to core finance/accounting functions such as (but not limited to) preparing journal entries, assessing balance sheet risk, month-end reporting, financial controls and ad hoc analysis to support the Commercial business.
Responsibilities:
+ + Lead the planning process for LBE, LRP and Plan and build out forecasting and revenue reporting models for Regen Med
+ Prepare month-end and LBE commentary for Commercial and Global FP&A teams
+ Responsible for demand forecast and act as the financial representative on S&Op
+ Comment on variance drivers vs. forecast targets on > 100 key SKU's
+ Support Brand's strategic decisions and ensure forecasts are aligned to Commercial strategy
+ Complete ad hoc promotion modeling and pricing analysis
+ Royalty calculation and coordinate payout
+ Prepare Rebate calculation and Journal entries and partner with commercial team to ensure adequacy of reserves
+ Coordinate all deliverables and create analysis/presentations for planning cycle presentations (Plan, LBE, LRP)
+ Lead Regen Med SG&A planning and COGS/OMC/OCOS forecasts
+ Prepare weekly sales tracking for Sales & Marketing
+ Provide in-depth analysis of business results, identifying emerging risks and opportunities and regularly communicate findings to senior management
+ Drive best practices, reducing manual work and leveraging system tools (i.e. PowerBI, Wdesk) to increase understanding and engagement of data reporting with stakeholders
+ Month-end close activities such as accruals, reserve analysis and balance sheet reconciliations
+ Perform variety of tasks, financial controls and ad-hoc analysis, as required
Qualifications
Qualifications:
+ Bachelor's degree in Finance or Accounting (CPA or MBA a plus)
+ 5-7 years of work experience in forecasting, simulation and other quantitative forecasting methodologies.
+ Strong interpersonal skills, including being a team player while also having the ability to partner with and influence others
+ Self-starter with ability to operate independently, drive processes, identify and implement process improvements, and establish & adjust priorities to achieve objectives
+ Ability to manage multiple priorities and tight deadlines
+ Excellent planning, organization, and time management/efficiency skills
+ Results & process oriented, focusing on process improvements to drive higher levels of performance
+ High competency with MS Excel, PowerPoint, and financial planning tools; experience in PowerBI is a plus; knowledge of SAP ideal, but not necessary
Additional Information
Applicable only to applicants applying to a position in any location with pay disclosure requirements under state or local law:
+ The compensation range described below is the range of possible base pay compensation that the Company believes in good faith it will pay for this role at the time of this posting based on the job grade for this position. Individual compensation paid within this range will depend on many factors including geographic location, and we may ultimately pay more or less than the posted range. This range may be modified in the future.
+ We offer a comprehensive package of benefits including paid time off (vacation, holidays, sick), medical/dental/vision insurance and 401(k) to eligible employees.
+ This job is eligible to participate in our short-term incentive programs.
+ This job is eligible to participate in our long-term incentive programs
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, incentive, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole and absolute discretion unless and until paid and may be modified at the Company's sole and absolute discretion, consistent with applicable law.
AbbVie is an equal opportunity employer and is committed to operating with integrity, driving innovation, transforming lives and serving our community.  Equal Opportunity Employer/Veterans/Disabled.
US & Puerto Rico only - to learn more, visit & Puerto Rico applicants seeking a reasonable accommodation, click here to learn more:
$106,500 - $202,500

Company Summary Statement
As one of the largest investor-owned utility companies in the United States, PPL Corporation (NYSE: PPL), is committed to creating long-term, sustainable value for our 3.5 million customers, our shareowners and the communities we serve. Our high-performing regulated utilities - PPL Electric Utilities, Louisville Gas and Electric, Kentucky Utilities and Rhode Island Energy - provide an outstanding experience for our customers, consistently ranking among the best utilities in the nation. PPL's companies are also addressing challenges head-on by investing in new infrastructure and technology that is creating a smarter, more reliable and resilient energy grid. We are committed to doing our part to advance a cleaner energy future and drive innovation that enables us to achieve net-zero carbon emissions by 2050 while maintaining energy reliability and affordability for the customers and communities we serve. PPL is a positive force in the cities and towns where we do business, providing support for programs and organizations that empower the success of future generations by helping to build and maintain strong, diverse communities today.
Overview
This position is responsible for corporate level budgeting and financial planning duties and will work in close coordination with PPL's corporate budgeting team. The Senior Analyst will serve a key role in PPL Corporation (PPL Corp.) budgeting and business planning process including ongoing management and administration of the Company's budgeting activities throughout the year, PPL Services Corporation's ("PPL Services") cost allocation activities and the associated rate case filings, internal reporting to senior management, and special projects that require the expertise of the budgeting section of Financial Planning. Under direct supervision, responsibilities include producing high quality, timely budgeting and planning related work products. Depends on others for instruction, guidance and direction.
**_This position will report in person on a hybrid schedule and can be based out of PPL's corporate offices located in either Louisville, KY or Allentown, PA_**
_#PPL_
_#LG&EKU_
_#INDPPL_
_#INDLGE_
Responsibilities
**_This position may be hired at the Associate, Staff or Senior Analyst level. Responsibilities listed below reflect those of the Staff level. varying responsibilities may be included for the Associate or Senior level positions._**
+ Coordinate O&M and capital budgeting scheduling and activities for PPL Services and other PPL Corporation subsidiaries as appropriate.
+ Provide support for budgeting and reporting activities for PPL Services support groups.
+ Perform PPL Services' direct and indirect cost allocation process in compliance with both FERC and PUC guidelines. Provide support related to affiliated transactions for rate case filings, as well as supporting rate case schedules, as required. Ensure the accurate transfer of O&M and capital budget information to PPL Corp.'s corporate business planning model.
+ Provide variance reporting for PPL Services O&M and capital costs to senior management monthly and, when requested, conduct ad hoc studies on these types of expenditures.
+ Provide support for corporate SEC reporting requirements.
+ Contributes to special projects and ad hoc financial analysis at the request of various levels of management under direct supervision.
+ Performs other duties as directed or assigned.
+ Complies with all policies and standards.
Qualifications
**_This position may be hired at the Associate, Staff or Senior Analyst level. Level offered will be determined by the successful candidate's background, education & experience._**
**Associate Analyst Basic Qualifications**
+ Bachelor's Degree in Finance, Accounting or related discipline.
+ 0 to 2 years financial experience, which could include co-op assignments
+ Requires knowledge and skills in own discipline; still acquiring higher level skills.
**Staff Analyst Basic Qualifications**
+ Bachelor's Degree in Accounting, Finance or related discipline
+ At least 2 years of accounting or finance experience, which could include co-op assignments
+ Requires knowledge and skills in own discipline; still acquiring higher level skills
**Senior Analyst Basic Qualifications**
+ Bachelor's Degree in Accounting, Finance or related discipline
+ At least 5 years of accounting or finance experience
+ Requires in-depth experience, knowledge and skills in own discipline
+ Intermediate knowledge of Excel
+ Strong attention to detail
+ Good communication skills
+ Self Starter with natural curiosity and willingness to solve problems independently
**Preferred Qualifications**
+ Master's Degree in Finance or Accounting
+ CFA/CPA
+ Working knowledge of UIP Planner budget system
+ Capacity to perform analysis while understanding the big picture implications and willingness to solve problems
**_This position may be hired at the Associate, Staff or Senior Analyst level. Level offered will be determined by the successful candidate's background, education & experience._**
**Associate Analyst Basic Qualifications**
+ Bachelor's Degree in Finance, Accounting or related discipline.
+ 0 to 2 years financial experience, which could include co-op assignments
+ Requires knowledge and skills in own discipline; still acquiring higher level skills.
**Staff Analyst Basic Qualifications**
+ Bachelor's Degree in Accounting, Finance or related discipline
+ At least 2 years of accounting or finance experience, which could include co-op assignments
+ Requires knowledge and skills in own discipline; still acquiring higher level skills
**Senior Analyst Basic Qualifications**
+ Bachelor's Degree in Accounting, Finance or related discipline
+ At least 5 years of accounting or finance experience
+ Requires in-depth experience, knowledge and skills in own discipline
+ Intermediate knowledge of Excel
+ Strong attention to detail
+ Good communication skills
+ Self Starter with natural curiosity and willingness to solve problems independently
**Preferred Qualifications**
+ Master's Degree in Finance or Accounting
+ CFA/CPA
+ Working knowledge of UIP Planner budget system
+ Capacity to perform analysis while understanding the big picture implications and willingness to solve problems
**_This position may be hired at the Associate, Staff or Senior Analyst level. Responsibilities listed below reflect those of the Staff level. varying responsibilities may be included for the Associate or Senior level positions._**
+ Coordinate O&M and capital budgeting scheduling and activities for PPL Services and other PPL Corporation subsidiaries as appropriate.
+ Provide support for budgeting and reporting activities for PPL Services support groups.
+ Perform PPL Services' direct and indirect cost allocation process in compliance with both FERC and PUC guidelines. Provide support related to affiliated transactions for rate case filings, as well as supporting rate case schedules, as required. Ensure the accurate transfer of O&M and capital budget information to PPL Corp.'s corporate business planning model.
+ Provide variance reporting for PPL Services O&M and capital costs to senior management monthly and, when requested, conduct ad hoc studies on these types of expenditures.
+ Provide support for corporate SEC reporting requirements.
+ Contributes to special projects and ad hoc financial analysis at the request of various levels of management under direct supervision.
+ Performs other duties as directed or assigned.
+ Complies with all policies and standards.
Remote Work
The company reserves the right to determine if this position will be assigned to work on-site, remotely, or a combination of both. Assigned work location may change. In the case of remote work, physical presence in the office/on-site may be required to engage in face-to-face interaction and coordination of work among direct reports and co-workers.
Equal Employment Opportunity
Our company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, national origin, protected veteran status, sexual orientation, gender identify, genetic information, disability status, or any other protected characteristic.

Responsibilities:
Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Define, deliver, and adapt specialized financial products that meet customer needs by selecting the best possible approaches available within established systems.
Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
Advise managers how to apply a wide variety of existing procedures and precedents.
Act as first-line supervisor of a team providing customer service support, and play a key role in helping to achieve targets in areas such as productivity or turnaround times. Deal with most complex and valuable issues.
Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills:
Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.
Works without supervision and provides technical guidance when required to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.
Works without supervision and provides technical guidance when required to accurately identify and understand the key buying influences pertaining to an opportunity.
Works without supervision and provides technical guidance when required to quickly and accurately define the needs of the key buying influencers.
Works without supervision and provides technical guidance when required to quickly and effectively establish trust within the buying centers in the client's organization.
Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.
Works without supervision and provides technical guidance when required to orient the seller's organization around delivering to the key needs of their customers.
Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making.
Works without supervision and provides technical guidance when required to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.
Works without supervision and provides technical guidance when required to acknowledge and ask questions to understand the circumstances surrounding client indifference.
Works without supervision and provides technical guidance when required to acknowledge a client's indifference and gain agreement from the client to discover the root causes of resistance.
Works without supervision and provides technical guidance when required to uncover clients' explicit needs and/or unforeseen opportunities and challenges.
Works with full competence to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works without supervision and may provide technical guidance.
Works without supervision and provides technical guidance when required to articulate the customer needs in the customer's business language and business context.
Works without supervision and provides technical guidance when required to quickly identify and accurately articulate why a client does or does not want a change based on their business objectives and challenges.
Uses clear and effective verbal communications skills without supervision and provides technical guidance when required on expressing ideas, requesting actions and formulating plans or policies.
Works with full competence to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works without supervision and may provide technical guidance.
Works without supervision and provides technical guidance when required to arrive at mutually beneficial commitments that help move the sales/client relationship forward.
Applies understanding of the business environment and objectives to develop solutions without supervision, while also providing technical assistance when necessary.
Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.
Works without supervision while providing technical guidance as needed on meeting high customer service standards.
Works without supervision and provides technical guidance when required on understanding and effectively operating all customer management systems.
Works without supervision and provides technical guidance when required to ask questions that encourage the client to talk openly about their key objectives and challenges.
Works without supervision and provides technical guidance when required to clearly present solutions that link directly to the key objectives and challenges important to the client.
Works with full competence to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works without supervision and may provide technical guidance.
Works with full competence to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works without supervision and may provide technical guidance.
Works without supervision and provides technical guidance when required to facilitate the commercial details of an opportunity such that both parties are satisfied with the value gained.
Works without supervision and provides technical guidance when required to carefully prepare for client interactions using established frameworks.
Works without supervision and provides technical guidance when required to identify ideal potential clients.
Works without supervision and provides technical guidance when required to spend the appropriate time for the size and potential of each opportunity.
Works with full competence to recognize sales opportunities during service interactions to enhance overall customer service. Typically works without supervision and may provide technical guidance.

Company Summary Statement
As one of the largest investor-owned utility companies in the United States, PPL Corporation (NYSE: PPL), is committed to creating long-term, sustainable value for our 3.5 million customers, our shareowners and the communities we serve. Our high-performing regulated utilities - PPL Electric Utilities, Louisville Gas and Electric, Kentucky Utilities and Rhode Island Energy - provide an outstanding experience for our customers, consistently ranking among the best utilities in the nation. PPL's companies are also addressing challenges head-on by investing in new infrastructure and technology that is creating a smarter, more reliable and resilient energy grid. We are committed to doing our part to advance a cleaner energy future and drive innovation that enables us to achieve net-zero carbon emissions by 2050 while maintaining energy reliability and affordability for the customers and communities we serve. PPL is a positive force in the cities and towns where we do business, providing support for programs and organizations that empower the success of future generations by helping to build and maintain strong, diverse communities today.
Overview
This position is responsible for corporate level budgeting and financial planning duties and will work in close coordination with PPL's corporate budgeting team. The Senior Analyst will serve a key role in PPL Corporation (PPL Corp.) budgeting and business planning process including ongoing management and administration of the Company's budgeting activities throughout the year, PPL Services Corporation's ("PPL Services") cost allocation activities and the associated rate case filings, internal reporting to senior management, and special projects that require the expertise of the budgeting section of Financial Planning. Under direct supervision, responsibilities include producing high quality, timely budgeting and planning related work products. Depends on others for instruction, guidance and direction.
**_This position will report in person on a hybrid schedule and can be based out of PPL's corporate offices located in either Louisville, KY or Allentown, PA_**
_#PPL_
_#LG&EKU_
_#INDPPL_
_#INDLGE_
Responsibilities
**_This position may be hired at the Associate, Staff or Senior Analyst level. Responsibilities listed below reflect those of the Staff level. varying responsibilities may be included for the Associate or Senior level positions._**
+ Coordinate O&M and capital budgeting scheduling and activities for PPL Services and other PPL Corporation subsidiaries as appropriate.
+ Provide support for budgeting and reporting activities for PPL Services support groups.
+ Perform PPL Services' direct and indirect cost allocation process in compliance with both FERC and PUC guidelines. Provide support related to affiliated transactions for rate case filings, as well as supporting rate case schedules, as required. Ensure the accurate transfer of O&M and capital budget information to PPL Corp.'s corporate business planning model.
+ Provide variance reporting for PPL Services O&M and capital costs to senior management monthly and, when requested, conduct ad hoc studies on these types of expenditures.
+ Provide support for corporate SEC reporting requirements.
+ Contributes to special projects and ad hoc financial analysis at the request of various levels of management under direct supervision.
+ Performs other duties as directed or assigned.
+ Complies with all policies and standards.
Qualifications
**_This position may be hired at the Associate, Staff or Senior Analyst level. Level offered will be determined by the successful candidate's background, education & experience._**
**Associate Analyst Basic Qualifications**
+ Bachelor's Degree in Finance, Accounting or related discipline.
+ 0 to 2 years financial experience, which could include co-op assignments
+ Requires knowledge and skills in own discipline; still acquiring higher level skills.
**Staff Analyst Basic Qualifications**
+ Bachelor's Degree in Accounting, Finance or related discipline
+ At least 2 years of accounting or finance experience, which could include co-op assignments
+ Requires knowledge and skills in own discipline; still acquiring higher level skills
**Senior Analyst Basic Qualifications**
+ Bachelor's Degree in Accounting, Finance or related discipline
+ At least 5 years of accounting or finance experience
+ Requires in-depth experience, knowledge and skills in own discipline
+ Intermediate knowledge of Excel
+ Strong attention to detail
+ Good communication skills
+ Self Starter with natural curiosity and willingness to solve problems independently
**Preferred Qualifications**
+ Master's Degree in Finance or Accounting
+ CFA/CPA
+ Working knowledge of UIP Planner budget system
+ Capacity to perform analysis while understanding the big picture implications and willingness to solve problems
**_This position may be hired at the Associate, Staff or Senior Analyst level. Level offered will be determined by the successful candidate's background, education & experience._**
**Associate Analyst Basic Qualifications**
+ Bachelor's Degree in Finance, Accounting or related discipline.
+ 0 to 2 years financial experience, which could include co-op assignments
+ Requires knowledge and skills in own discipline; still acquiring higher level skills.
**Staff Analyst Basic Qualifications**
+ Bachelor's Degree in Accounting, Finance or related discipline
+ At least 2 years of accounting or finance experience, which could include co-op assignments
+ Requires knowledge and skills in own discipline; still acquiring higher level skills
**Senior Analyst Basic Qualifications**
+ Bachelor's Degree in Accounting, Finance or related discipline
+ At least 5 years of accounting or finance experience
+ Requires in-depth experience, knowledge and skills in own discipline
+ Intermediate knowledge of Excel
+ Strong attention to detail
+ Good communication skills
+ Self Starter with natural curiosity and willingness to solve problems independently
**Preferred Qualifications**
+ Master's Degree in Finance or Accounting
+ CFA/CPA
+ Working knowledge of UIP Planner budget system
+ Capacity to perform analysis while understanding the big picture implications and willingness to solve problems
**_This position may be hired at the Associate, Staff or Senior Analyst level. Responsibilities listed below reflect those of the Staff level. varying responsibilities may be included for the Associate or Senior level positions._**
+ Coordinate O&M and capital budgeting scheduling and activities for PPL Services and other PPL Corporation subsidiaries as appropriate.
+ Provide support for budgeting and reporting activities for PPL Services support groups.
+ Perform PPL Services' direct and indirect cost allocation process in compliance with both FERC and PUC guidelines. Provide support related to affiliated transactions for rate case filings, as well as supporting rate case schedules, as required. Ensure the accurate transfer of O&M and capital budget information to PPL Corp.'s corporate business planning model.
+ Provide variance reporting for PPL Services O&M and capital costs to senior management monthly and, when requested, conduct ad hoc studies on these types of expenditures.
+ Provide support for corporate SEC reporting requirements.
+ Contributes to special projects and ad hoc financial analysis at the request of various levels of management under direct supervision.
+ Performs other duties as directed or assigned.
+ Complies with all policies and standards.
Remote Work
The company reserves the right to determine if this position will be assigned to work on-site, remotely, or a combination of both. Assigned work location may change. In the case of remote work, physical presence in the office/on-site may be required to engage in face-to-face interaction and coordination of work among direct reports and co-workers.
Equal Employment Opportunity
Our company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, national origin, protected veteran status, sexual orientation, gender identify, genetic information, disability status, or any other protected characteristic.

**Intro**
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!
**Why you'll love this job**
+ 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.
**What you'll do**
+ 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
**All you'll need for success**
**Minimum Qualifications- Education & Prior Job Experience**
+ Bachelor's degree or equivalent with a concentration in Finance/Economics or equivalent training/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)
**What you'll get**
Feel free to take advantage of all that American Airlines has to offer:
+ 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
**Feel free to be yourself at American**
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.
EQUAL EMPLOYMENT OPPORTUNITY/ AFFIRMATIVE ACTION POLICY
American Airlines maintains a continuing policy of nondiscrimination in employment. It is our policy to provide equal opportunity and access for all persons, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a disabled veteran or other protected veteran, 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, the following employment decisions and practices: hiring; upgrading; promotions; demotions or transfers; layoffs; recalls; terminations; rates of pay or other forms of compensation; selection for training, including apprenticeship; and recruitment or recruitment advertising.

The Financial Planning Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
**Responsibilities:**
+ Support senior financial planners by preparing, maintaining and evaluating comprehensive financial plans
+ Involved in all aspects of the financial planning business and processes from client meetings to business reporting
+ Work jointly with Private Bankers and Investment Counselors to take clients and prospective clients through the financial planning process (introduction, data gathering, plan creation, plan delivery, and implementation)
+ Ad hoc reporting and analyses
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 2-5 years relevant experience
+ Strong verbal and written communication skills
+ Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred
+ Understanding of cash flow planning, investment planning, income tax planning, retirement planning, insurance planning, and estate planning
+ Must be a self-starter, problem solver and a goal-oriented team player
**Education:**
+ Bachelor's/University degree or equivalent experience
---
**Job Family Group:**
Private Client Coverage
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**Job Family:**
Financial Planning Services
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**Time Type:**
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**Primary Location:**
Ofallon Missouri United States
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**Primary Location Full Time Salary Range:**
$78,990.00 - $110,210.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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**Anticipated Posting Close Date:**
Aug 07, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
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Description
We are offering an exciting opportunity for a Financial Planning Analyst in Houston, Texas. You will be instrumental in handling customer accounts, processing financial plans, and supervising new client onboarding. Your role will also include tracking and resolving customer inquiries, and working in a team environment with other analysts.
Responsibilities:
+ Conduct in-depth assessments of clients' financial situations, including income, expenses, investments, and liabilities.
+ Analyze clients' financial goals, risk tolerance, and retirement needs.
+ Prepare personalized financial plans based on clients' short- and long-term goals.
+ Advise clients on retirement planning, including 401(k), IRA, pension plans, and other retirement savings accounts.
+ Help clients determine how much they need to save for retirement and create a strategy to meet those targets.
+ Plan for retirement income strategies and minimizing tax liabilities in retirement.
+ Collaborate with tax professionals and attorneys to assist clients in tax planning and minimizing tax liabilities.
+ Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of trusts, wills, and life insurance.
+ Provide guidance on charitable giving strategies to support clients' philanthropic goals.
+ Assess clients' insurance needs and recommend policies for life, health, disability, and long-term care insurance.
+ Advise clients on managing personal and business risks and mitigating potential financial losses.
+ Educate clients on financial products, investment principles, budgeting, and other areas of personal finance.
+ Help clients make informed decisions about saving, spending, and investing their money.
+ Foster long-term relationships with clients by acting as a trusted advisor and providing continuous guidance.
+ Monitor clients' financial situations on a regular basis, making adjustments to plans and investments as needed.
+ Review financial plans with clients annually to ensure that their goals are on track and modify strategies based on life changes or new financial circumstances.
For immediate consideration, contact
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- CFP Designation
- Proficiency in financial planning and strategy.
- Knowledge of financial forecasting and diagnosis, corporate finance, and information analysis.
- Proficient in spreadsheets, databases, and financial software applications.
- Strong analytical skills to assess data, facts, and figures used to develop strategies.
- Exceptional communication skills to effectively convey financial information to non-financial colleagues.
- Ability to work independently and collaborate effectively as part of a team.
For immediate consideration, contact
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Description
We are seeking a Financial Planning Analyst based in Philadelphia, Pennsylvania. The role involves providing support to our client's advisory team, focusing on the wealth management and financial planning needs of their clients. The successful candidate will be responsible for daily account administration, investment proposal preparation, and performance review, along with assisting in preparing deliverables that cover all areas of Financial Planning.
Responsibilities:
- Compile reports on portfolio performance on a regular basis
- Monitor and update client asset allocations
- Conduct due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds
- Prepare and coordinate materials for client meetings
- Compile quarterly tax projections
- Handle account creation and maintenance
- Manage money movement including wire transfers and journals
- Maintain and update the database regularly
- Conduct ad hoc project management
- Assist in portfolio performance updates
- Provide operational functions to support the Partners and their team.
Skills:
- Annual Financial Plan
- Financial Planning
- Financial Reconciliation
- Financial Services
- Personal Financial Specialist
Requirements - Possession of a minimum of one year of experience in financial planning or related roles
- Proficiency in creating and managing annual financial plans
- Demonstrated ability in conducting financial reconciliation
- Prior experience in the financial services sector
- Certification or relevant experience as a Personal Financial Specialist
- Exceptional analytical skills and attention to detail
- Strong communication and presentation skills
- Proficiency in using financial software and Microsoft Office Suite
- Ability to work independently and as part of a team
- Bachelor's degree in Finance, Accounting, or related field is preferred
- Strong ethical standards and integrity in handling financial data.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .