367 Results for Financial Planner Jobs

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Financial Planner

Houston, TX
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
We are looking for a Financial Planner to support clients with thoughtful, personalized financial guidance in Houston, Texas. This role focuses on building clear planning recommendations across retirement, tax, investment, and estate considerations while working closely with advisors and internal specialists. The ideal candidate brings strong analytical ability, sound judgment, and the communication skills needed to turn complex financial information into practical next steps for clients. Responsibilities:• Create tailored financial planning deliverables, including long-term retirement scenarios, spending analyses, and personal balance sheet summaries using planning software and supporting tools.• Evaluate tax situations and model future outcomes to uncover strategies that can improve tax efficiency and strengthen overall financial results.• Review outside investment accounts to assess asset mix, risk exposure, tax implications, and fit with client objectives, then collaborate with advisors and investment professionals on suitable recommendations.• Coordinate key activities involved in bringing on new clients, partnering with advisors and senior leadership to help ensure a smooth and organized onboarding experience.• Research planning issues related to insurance coverage, pension benefits, Social Security, Medicare, and workplace benefit programs to support well-rounded recommendations.• Examine estate planning materials, summarize relevant findings for clients and advisors, and identify follow-up actions involving beneficiaries, ownership arrangements, and legal coordination.• Prepare clear planning insights and supporting analyses that help clients understand available options and make informed financial decisions. For immediate consideration contact Mark, mark.loiacano@roberthalf
2026-09-13T00:00:00Z

Financial Planner

Mountain View, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Financial Planner

Chattanooga, TN
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
This search is being conducted by Steve Spinello. Financial Planner (CPA / CFP)Base Salary: $100,000 – $120,000 + BonusLocation: Chattanooga, TN (Onsite)We are partnering with a respected, fee-only Registered Investment Advisor to identify a Financial Planner for their growing team. This is an excellent opportunity for a technically strong planning professional with a CPA or CFP and a deep background in tax-focused financial planning. This role is ideal for someone who enjoys building comprehensive financial plans, supporting advisors behind the scenes, and serving as an internal planning expert—without being responsible for owning the primary client relationship. Key Responsibilities<ul><li>Develop and deliver comprehensive and segmented financial plans for high-net-worth clients</li><li>Partner closely with lead and service advisors to support client planning needs</li><li>Perform in-depth analysis</li><li>Retirement planning</li><li>Cash flow and debt management</li><li>Net worth tracking</li><li>College planning</li><li>Asset allocation recommendations</li><li>Lead tax-focused planning strategies and provide insight through tax return review</li><li>Update and maintain client plans as financial situations evolve</li><li>Serve as the internal subject matter expert for planning best practices, processes, and tools</li><li>Utilize MoneyGuidePro and internal planning systems to produce consistent, high-quality planning deliverables</li></ul>Why This Opportunity Stands Out<ul><li>Join a well-established, fee-only RIA with a strong reputation and collaborative culture</li><li>Work in a highly specialized planning role with meaningful impact</li><li>Opportunity to focus on sophisticated financial planning work without needing to lead the client relationship</li><li>Competitive base salary plus bonus potential</li></ul>If you’re interested in learning more, please apply directly or message me for a confidential conversation.
2026-10-01T00:00:00Z

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-11T00:00:00Z

Financial Advisor

Harrisburg, PA
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
We are looking for an experienced Financial Advisor to support clients with thoughtful wealth planning and investment guidance. In this role, you will develop tailored financial strategies, oversee portfolio performance, and help individuals make informed decisions aligned with their long-term objectives. The ideal candidate combines strong market knowledge with a consultative approach and a commitment to outstanding client service. Responsibilities: • Develop trusted client relationships by assessing financial priorities, risk appetite, and long-range objectives to deliver individualized guidance. • Design comprehensive wealth strategies that address investment planning, retirement preparation, and broader financial goals. • Evaluate market activity, investment products, and asset allocation options to recommend suitable portfolio approaches. • Review and adjust client portfolios regularly to reflect changing market conditions and evolving financial needs. • Maintain full compliance with applicable regulations, firm standards, and ethical standards in all advisory activities. • Expand business opportunities through prospecting, referrals, networking, and engagement within the community. • Educate clients on financial concepts, investment choices, and diversification strategies so they can make confident decisions. • Partner with internal and external specialists, including tax and estate planning advisors, to deliver well-rounded financial solutions.
2026-09-18T00:00:00Z

Financial Advisor

Westborough, MA
onsite
Permanent / Full Time
100000 - 200000 USD / Yearly
We are looking for an experienced Financial Advisor to join a respected independent wealth management firm in Westborough, Massachusetts. This position is well suited for a client-centered individual who enjoys guiding individuals and families through thoughtful financial decisions while building lasting relationships. The role offers the chance to expand an existing book of business, contribute to firm growth, and progress toward a senior advisory capacity. Responsibilities: • Build and maintain trusted relationships with clients by delivering personalized financial guidance aligned with their long-term goals. • Create comprehensive wealth planning strategies that address investment objectives, retirement planning, risk management, and broader financial priorities. • Identify opportunities to attract new clients through networking, referrals, and proactive business development efforts. • Conduct client meetings to review financial plans, evaluate progress, and recommend adjustments based on life events or market conditions. • Partner with internal team members to ensure a high standard of service, accurate documentation, and timely follow-up on client needs. • Stay informed on industry trends, regulatory expectations, and market activity to support sound recommendations and compliant advisory practices. • Contribute to the continued growth of the advisory team by strengthening client retention and supporting the transition of relationships into a lead advisor structure.
2026-09-15T00:00:00Z

Financial Advisor

Edgartown, MA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Currently partnering with a well-established financial institution seeking a licensed investment professional to join their team. This is a highly visible role that blends investment strategy, client relationship management, and business development.This individual will play a key role in supporting the investment process, working closely with internal teams, and engaging directly with clients to deliver tailored financial solutions. Responsibilities:• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.• Analyze client portfolios and recommend investment strategies to optimize performance.• Manage ongoing client relationships through regular financial plan reviews and responsive communication.• Execute investment transactions in strict adherence to industry regulations and company policies.• Resolve client issues effectively and ensure high levels of customer satisfaction.• Develop and implement targeted sales strategies to meet organizational goals.• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.• Stay updated on regulatory changes and market trends to maintain expertise in the field.• Participate in community engagement and marketing initiatives to promote investment services.
2026-09-03T00:00:00Z

Financial Advisor

Moorestown, NJ
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Robert Half is looking for a Financial Advisor to support the delivery of thoughtful, high-touch guidance to our client located in South Jersey. This position works closely with senior advisors to keep client relationships organized, meetings productive, and financial planning recommendations well prepared. The ideal candidate brings strong planning knowledge, excellent follow-through, and a service-oriented approach to every client interaction. Responsibilities:<ul><li>Partner with lead advisors to maintain strong client relationships and provide responsive day-to-day support throughout the planning process.</li><li>Organize client review appointments, manage scheduling logistics, and help keep meeting calendars on track.</li><li>Prepare for upcoming client discussions by building agendas, gathering relevant documents, and assembling presentation materials.</li><li>Participate in client meetings, capture thorough notes, and translate discussion outcomes into clear next steps.</li><li>Create clear follow-up correspondence that summarizes key decisions, recommendations, and action items for clients.</li><li>Coordinate post-meeting activities by assigning, tracking, and completing deliverables within expected timelines.</li><li>Contribute to the creation and ongoing refinement of comprehensive financial plans tailored to client goals and circumstances.</li><li>Use financial planning technology, including tools such as eMoney, to analyze client information and support advisor recommendations.</li></ul>
2026-09-29T00:00:00Z

Financial Advisor

Wilkes-barre, PA
onsite
Permanent / Full Time
50000 - 100000 USD / Yearly
Our client is seeking an experienced Investment Advisor to provide comprehensive financial planning and investment management services to individual and institutional clients. This role is responsible for developing personalized investment strategies, building long-term client relationships, and helping clients achieve their financial goals through sound financial guidance and portfolio management. The ideal candidate will possess strong relationship-building skills, a consultative approach, and a deep understanding of investment products, financial markets, and wealth management strategies. Key Responsibilities<ul><li>Serve as a trusted advisor to clients by providing personalized investment and financial planning guidance.</li><li>Develop and maintain long-term client relationships through proactive communication and exceptional service.</li><li>Assess clients' financial objectives, risk tolerance, and investment preferences to create customized investment strategies.</li><li>Monitor and manage client portfolios, making recommendations based on market conditions and changing client needs.</li><li>Educate clients on investment options, retirement planning, wealth preservation, estate planning, and other financial matters.</li><li>Conduct regular portfolio reviews and provide ongoing performance updates.</li><li>Identify opportunities to grow assets under management through client referrals, networking, and business development activities.</li><li>Stay informed on market trends, economic developments, and industry regulations.</li><li>Ensure compliance with all regulatory requirements, fiduciary responsibilities, and company policies.</li><li>Collaborate with internal partners and external professionals, including accountants, attorneys, and financial planners, to provide comprehensive client solutions.</li><li>Maintain accurate client records, investment documentation, and reporting.</li></ul>
2026-09-24T00:00:00Z

Financial Advisor

Utica, NY
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
Nick Corieri with Robert Half is looking for an experienced Financial Advisor to join a client-focused financial services firm in Utica, New York. This opportunity is ideal for someone who enjoys building lasting relationships, delivering individualized guidance, and helping clients make confident financial decisions. The role offers the chance to work in a collaborative, growth-oriented environment with access to strong operational support and valuable resources. Responsibilities:• Build and maintain trusted relationships with clients by providing individualized financial guidance aligned with their long-term objectives.• Create customized financial plans and investment recommendations based on each client's goals, time horizon, and comfort with risk.• Review portfolios and client strategies on an ongoing basis, adjusting recommendations as market conditions and personal circumstances change.• Identify opportunities to deepen client engagement and expand the advisory relationship through thoughtful, needs-based service.• Stay informed on market activity, investment products, and economic developments in order to deliver timely and relevant advice.• Uphold regulatory standards and firm policies while maintaining accurate documentation and a high standard of ethical conduct. For immediate consideration, apply to this job posting today and contact Nick Corieri from the Syracuse branch of Robert Half.
2026-09-29T00:00:00Z

Lead Financial Planner

Mountain View, CA
onsite
Permanent / Full Time
130000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing! They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Financial Manager

Chicago, IL
onsite
Permanent / Full Time
180000 - 190000 USD / Yearly
The salary range for this position is $180,000 - $190,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]. This is a highly cross-functional role with exposure to senior leadership and responsibility for driving tangible improvements in how finance operates. Job Description:• Lead and support initiatives to improve how financial information is produced, managed, and used across the Firm, spanning forecasting, reporting, and underlying data processes• Own and enhance elements of the Firm’s forecasting and planning processes, ensuring models, assumptions, and outputs are supported by consistent methodologies and reliable data• Partner cross-functionally with Fund, GP and Management Company Accounting, Portfolio Analytics, and Operations teams to align financial assumptions, standardize outputs, and improve end-to-end workflows• Drive the design, implementation, and continuous improvement of finance processes, including forecasting cycles, reporting workflows, and data management practices• Support the implementation and optimization of financial systems, reporting tools, and dashboards (e.g., Power BI), with a focus on scalability, usability, and automation • Evaluate and enhance the Firm’s control environment through process improvements, automation, and AI-enabled solutions to increase efficiency, strengthen controls, and reduce reliance on manual processes.• Establish and maintain standardized definitions, drivers, and assumptions used across planning and reporting, contributing to a consistent “single source of truth”• Develop and deliver financial analyses, scenario modeling, and reporting materials for senior leadership, ensuring outputs are clear, decision-oriented, and grounded in well structured processes• Implement and enforce controls, validation checks, and governance practices to ensure accuracy and integrity of financial data and forecasting inputs• Continuously evaluate opportunities to scale and streamline finance operations as the Firm grows in size and complexity, proactively introducing improvements to systems, workflows, and planning capabilities
2026-09-24T00:00:00Z

Buyer/Planner

Salem, NH
onsite
Permanent / Full Time
75000 - 90000 USD / Yearly
We are looking for a detail-oriented Buyer/Planner to support sourcing and material planning activities for our operations in Salem, New Hampshire. This position plays an important role in keeping production supplied by managing vendor relationships, coordinating purchasing activity, and helping balance cost, quality, and delivery expectations. The ideal candidate brings strong procurement judgment, planning discipline, and the ability to work across multiple teams to keep materials flowing efficiently. Responsibilities:• Source raw materials, supplies, and equipment needed to meet operational and customer requirements while maintaining timely delivery.• Develop and manage purchasing plans that align material availability with production timelines and demand forecasts.• Lead supplier discussions related to pricing, terms, and agreements to improve value and support cost control goals.• Evaluate and maintain vendor relationships to ensure dependable performance in quality, delivery, and service.• Partner with production, customer service, accounting, and inventory teams to coordinate purchasing priorities and resolve material issues.• Prepare pricing support and quote-related information by confirming material needs, costs, and availability.• Track supplier performance and address shortages, delays, or other disruptions with appropriate follow-up actions.• Keep purchasing, planning, and supplier records accurate within company systems and related documentation tools.
2026-09-22T00:00:00Z

Buyer/Planner

Fort Atkinson, WI
onsite
Permanent / Full Time
50000 - 58000 USD / Yearly
We are looking for a Buyer to support material purchasing and production planning activities for our manufacturing operations in Fort Atkinson, Wisconsin. This position plays an important role in balancing supplier coordination, inventory levels, and manufacturing schedules to help meet customer commitments. The ideal candidate is organized, analytical, and comfortable working across multiple departments in a fast-moving environment. Responsibilities:• Analyze planning and demand data within internal systems to identify material requirements and purchasing priorities.• Request and compare vendor pricing, develop sourcing options, and issue accurate purchase orders that align with quantity, cost, and timing needs.• Track open orders, confirm supplier commitments, and accelerate deliveries when production timelines are at risk.• Review supplier performance by monitoring delivery results, product quality, responsiveness, and overall cost effectiveness.• Resolve procurement-related issues such as shortages, late shipments, receiving discrepancies, and supplier quality concerns to minimize operational disruption.• Build and maintain production schedules by aligning customer demand with material availability, labor resources, and manufacturing capacity.• Partner with Production, Engineering, Customer Service, Quality, and Warehouse teams to coordinate schedule changes and support on-time shipment goals.• Identify capacity limitations, material gaps, and scheduling conflicts early, then communicate risks and recommended actions to the appropriate stakeholders.• Maintain accurate purchasing and item records, generate planning and supplier reports, and contribute to continuous improvement and cost reduction effort
2026-09-24T00:00:00Z

Financial Planner - North Bay

Mill Valley, CA
onsite
Permanent / Full Time
90000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Wealth Management Firm | Marin | Hybrid; 2-3 Days onsite Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks. Responsibilities: <ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Financial Planning and Analysis Manager

Bergen County, NJ
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
We're looking for someone who is naturally curious, analytical, and eager to learn the operational side of the business. You don't need to have experience with every aspect of labor analytics today, but you should have the financial foundation, business acumen, and desire to become a trusted advisor to leadership.This role is perfect for an FP&A professional who wants to step out from behind the spreadsheet, influence decisions, and accelerate their path toward finance leadership. Responsibilities:• Lead company-wide budgeting, forecasting, and long-range planning activities across multiple business units and operating entities.• Create and refine financial models, cash flow outlooks, and scenario analyses to support leadership decisions and strategic planning.• Review actual performance against plans, prior periods, and key targets, then highlight trends, risks, and improvement opportunities.• Analyze labor-related performance indicators such as billable hours, labor rates, overtime, utilization, productivity, and margin performance.• Develop reporting packages, executive dashboards, and KPI summaries that provide clear visibility into financial and operational results.• Partner with operational leaders, branch management, accounting, and executives to connect business activity with financial outcomes and recommendations.• Support board-level and executive presentations by preparing concise analyses and translating complex data into actionable insights.• Assist with acquisition-related modeling, due diligence, and the incorporation of newly acquired businesses into planning and reporting structures.• Strengthen reporting accuracy and consistency by improving data quality, standardization, and reporting processes across the organization.
2026-09-22T00:00:00Z

Financial Planning and Analysis Manager

Horsham, PA
onsite
Permanent / Full Time
140000 - 165000 USD / Yearly
Robert Half is looking for a Financial Planning and Analysis Manager to guide planning, forecasting, and performance reporting for our client's growing organization in the Greater Philadelphia area . This role works closely with commercial, operations, and finance partners to turn business data into meaningful insights that support profitability, cash flow, and strategic decisions. The ideal candidate brings strong leadership, advanced analytical capabilities, and the ability to communicate financial outcomes clearly to senior stakeholders. Responsibilities:<ul><li>Direct the company’s financial planning activities, overseeing budgeting cycles, forecast updates, and recurring performance reviews.</li><li>Partner with department leaders to build annual operating plans and periodic outlooks that reflect business priorities and realistic assumptions.</li><li>Produce monthly financial packages that explain results against plan, forecast, and prior-year performance, with clear interpretation of major variances.</li><li>Lead revenue-related analysis across rebates, discounts, and other commercial investments to improve visibility into net sales and profitability.</li><li>Create and refine financial models and scenario analyses to assess strategic opportunities, changing market conditions, and business risks.</li><li>Review customer and product profitability patterns and present key findings and recommendations to leadership.</li><li>Prepare executive-ready reports and presentations that highlight financial performance, emerging risks, and potential opportunities.</li><li>Oversee finance reporting enhancements by serving as a lead resource for Power BI initiatives, including requirement gathering and dashboard improvements.</li></ul>
2026-09-09T00:00:00Z

Financial Planning & Analysis Manager

Chicago, IL
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
The salary range for this position is $150,000-$200,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] Want to be with a company that will ensure you get to enjoy your time off? You don't have to be a 'people person' to want to work for a company that prioritize cultivating a healthy work environment for their employees while emphasizing the importance of a work-life balance. Job Responsibilities:<ul><li>Support the financial planning, reporting, and budgeting processes across the company's portfolio of businesses</li><li>Partner with key business leads to lead the budget, planning, and forecast formulation and execution</li><li>Generate monthly, quarterly and yearly reporting insights by gathering and analyzing data as well as actuals/projection variances</li><li>Identify relevant trends and key variance drivers. Advise leadership of opportunities and risk impacting the firm</li><li>Identify process improvements to reduce process cycle times, improve financial forecast quality, and enhance information provided to leadership for business decisions</li><li>Develop credibility and build partnerships with the accounting team and other key stakeholders across the company to facilitate efficiency, knowledge sharing, and opportunities for process improvement</li></ul>
2026-09-23T00:00:00Z

Financial Planning & Analysis Manager

White Plains, NY
onsite
Permanent / Full Time
125000 - 150000 USD / Yearly
We are looking for an experienced Financial Planning & Analysis Manager to support strategic decision-making for a CPG client. This role will lead budgeting, forecasting, and performance analysis while partnering with business leaders to translate financial data into actionable recommendations. The ideal candidate brings strong modeling capabilities, a deep understanding of corporate planning, and the ability to improve financial visibility across the business. Qualified applicants can apply by sending your resume to Joe Ciavardini at joe.ciavardini@roberthalfResponsibilities:• Lead the annual budgeting cycle and recurring forecast process to provide accurate financial outlooks for the organization.• Build and maintain detailed financial models that evaluate business performance, operational trends, and future scenarios.• Analyze monthly and quarterly results, identify key variances, and present meaningful insights to leadership.• Partner with cross-functional teams to develop financial plans that align with business objectives and production goals.• Prepare management reports, dashboards, and presentations that clearly communicate financial performance and risks.• Support long-range planning efforts by assessing revenue, cost, and profitability drivers across the business.• Use Adaptive Insights and related planning tools to streamline reporting, forecasting, and financial analysis activities.• Recommend process improvements that strengthen planning accuracy, reporting quality, and decision support capabilities.
2026-09-16T00:00:00Z

Financial Planning & Analysis Manager

Denver, PA
onsite
Permanent / Full Time
110000 - 140000 USD / Yearly
We are looking for a strategic Financial Planning & Analysis Manager to support a growing organization. The FP&A Manager will shape core planning and reporting processes, turning financial and operational data into clear guidance for leadership. The role is well suited for someone who can balance detailed analysis with broader business perspective while helping build a scalable FP&A function that supports profitable growth. Responsibilities:• Direct the companywide budget cycle and produce forward-looking financial plans across the income statement, balance sheet, and cash flow statement.• Maintain monthly forecasting models that reflect business performance, operational assumptions, and changing market conditions.• Work closely with sales and operations planning partners to align financial outlooks with production, demand, and supply inputs.• Provide leadership stakeholders with meaningful analysis, scenario evaluation, and recommendations to support strategic and day-to-day decisions.• Create reporting that measures gross margin performance across products and customers to highlight trends and improvement opportunities.• Review customer rebate programs and sales commission activity to ensure accurate tracking and insightful performance analysis.• Oversee reporting related to capital spending and monitor investment activity against approved plans.• Evaluate commodity cost exposure, including copper-related impacts, and summarize potential financial effects for the business.• Prepare and update a rolling cash flow view to support liquidity planning and short-term decision-making.• Serve as the internal Power BI expert, enhancing dashboards, reporting tools, key performance metrics, and ad hoc financial analysis capabilities.
2026-09-25T00:00:00Z

Financial Planning & Analysis Manager

Greensboro, NC
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
We’re seeking a Supply Chain Finance Manager to serve as the financial right hand to operations leadership located in Greensboro, NC. In this high-impact role, you’ll combine strong financial planning and analysis capabilities with hands-on project leadership to shape capital decisions, strengthen operational performance, and ensure the business is investing in the right priorities. This is more than a traditional FP&A role — it’s a chance to be a strategic partner across operations, supply chain, and plant leadership, helping the organization make smarter, faster, and more profitable decisions. Key Responsibilities <ul><li>Lead budgeting, forecasting, and financial reporting for operations.</li><li>Partner with supply chain and operational leaders to support business decisions.</li><li>Evaluate capital investments and support long-term planning.</li><li>Perform financial analysis to identify risks, opportunities, and return on investment.</li><li>Manage cross-functional projects and help drive execution.</li><li>Create reports and dashboards to monitor performance and key metrics.</li><li>Identify opportunities to improve efficiency, reduce costs, and support profitability</li></ul>
2026-09-15T00:00:00Z

Financial Planning & Analysis Manager

Bloomington, IN
onsite
Permanent / Full Time
125000 - 150000 USD / Yearly
We are looking for a Financial Planning & Analysis Manager to strengthen financial visibility and support strategic decision-making across the business unit with locations in the USA and Canada. This role will guide planning cycles, deliver meaningful performance insights, and partner closely with leaders to improve results through disciplined analysis. The ideal candidate brings strong modeling expertise, operational finance experience, and the ability to translate complex data into practical recommendations for senior stakeholders. Responsibilities:• Direct the company’s budgeting process, quarterly outlook updates, and long-term financial planning activities to support business goals.• Create and refine financial models that connect operational drivers to revenue, cost, and profitability performance.• Assess monthly and periodic results against plans, highlighting key variances, emerging risks, and areas for improvement.• Prepare clear financial summaries, dashboards, and presentation materials for executive leadership and routine business reviews.• Collaborate with operational, commercial, and functional teams as the lead finance partner, providing guidance that supports informed decision-making.• Advise on pricing strategy, margin enhancement, productivity gains, and cost optimization efforts through data-backed analysis.• Review capital spending opportunities by developing financial justifications, return analyses, and payback evaluations.• Support growth initiatives through business case development, acquisition-related analysis, due diligence support, and integration planning.• Lead reporting and analytics enhancements by improving automation, strengthening business intelligence tools, and maintaining reliable financial data.• Build and develop FP&A capabilities by establishing effective processes, coaching team members, and promoting accountability and continuous improvement.
2026-10-05T00:00:00Z

Financial Planning & Analysis Manager

Cranbury, NJ
onsite
Permanent / Full Time
130000 - 160000 USD / Yearly
Seeking a hands-on Finance Manager to oversee accounting, controllership, financial reporting, budgeting, forecasting, cash flow management, and day-to-day finance operations for a growing IT services and technology organization. This individual will manage month-end close, general ledger activities, AP/AR, billing, collections, reconciliations, audit and tax support, and banking relationships while partnering with leadership to deliver financial insights, improve processes, strengthen internal controls, and support business growth. The ideal candidate will have 10+ years of progressive accounting and finance experience, strong US operational finance expertise, and a proven background in financial reporting, compliance, performance analysis, and cross-functional stakeholder management within a technology, software, SaaS, MSP, or IT services environment. To apply please email a resume in a Word format to Pam Lim at Robert Half. Benefits – m/d/v – 401k match – PTO – salary and bonus potential
2026-09-16T00:00:00Z

Financial Planning & Analysis Manager

Orchard Park, NY
onsite
Permanent / Full Time
130000 - 160000 USD / Yearly
We are looking for a Financial Planning & Analysis Manager to provide strategic financial leadership and support sound decision-making across the organization in Orchard Park, New York. This role will oversee budgeting, forecasting, and analytical activities that help leaders evaluate priorities, allocate resources effectively, and maintain financial stability. The ideal candidate brings strong business partnership skills, advanced financial modeling expertise, and the ability to translate complex data into practical recommendations. Responsibilities: • Direct the annual operating and capital planning cycle, coordinating input from stakeholders and ensuring financial plans reflect organizational priorities. • Build and manage long-range forecasts that support sustainable planning and inform future investment decisions. • Serve as the lead financial advisor to the Vice President by delivering timely insights, reporting, and guidance on operational performance. • Perform detailed analyses of programs, capital initiatives, and efficiency opportunities to support informed business decisions. • Collaborate with department leaders to align financial resources with strategic objectives and operational needs. • Track financial results against plan, identify emerging trends, and recommend actions to address risks or improve performance. • Strengthen a finance environment centered on partnership, accountability, transparency, and responsive service. • Provide additional financial planning and analysis support as directed by executive leadership, including the Chief Financial Officer.
2026-09-22T00:00:00Z

Financial Planning & Analysis Manager

Philadelphia, PA
onsite
Temporary to Hire
63.3365 - 66.67 USD / Hourly
We are looking for an experienced Financial Planning & Analysis Manager to join a finance team located in the Greater Philadelphia Region in a contract-to-permanent capacity. This role will play a central part in planning, forecasting, performance analysis, and operational decision support across the business. The ideal Financial Planning & Analysis Manager candidate brings strong analytical depth, excels in cross-functional collaboration, and can turn financial results into practical recommendations for leadership. Success in this position requires comfort working in a fast-moving environment and partnering with both internal stakeholders and joint venture finance teams. What you get to do every single day:• Direct company budgeting cycles, recurring forecasts, and monthly financial outlook activities for assigned areas of the business.• Build and refine financial models that support strategic planning, scenario evaluation, and broader business decision-making.• Collaborate with department leaders to review assumptions, strengthen forecast reliability, and align financial plans with operational goals.• Partner with joint venture stakeholders during close activities to review results, explain variances, and support performance discussions against plan.• Track and consolidate business metrics and financial indicators, highlighting trends and drivers that influence results.• Prepare reporting and insights for monthly business reviews, offering recommendations to finance and operational leadership.• Work closely with operations and commercial teams to identify margin improvement, cost control, and productivity opportunities.• Support working capital analysis, operational performance monitoring, and finance needs tied to joint venture activities.• Advance reporting and planning processes through standardization, automation, and coordination with finance systems and IT teams.• Contribute as a finance partner across accounting, supply chain, sales, HR, and other functions while assisting with special projects as needed.
2026-09-16T00:00:00Z

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