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462 results for Financial Planning Analysis jobs

Financial Planning Analysis Manager

Denver, CO
onsite
Permanent / Full Time
110000 - 130000 USD / Yearly
We are looking for an experienced Financial Planning Analysis Manager to guide budgeting, forecasting, and performance analysis for a hospitality organization in Denver, Colorado. This role partners closely with business leaders to turn financial data into practical recommendations that support planning, accountability, and long-term growth. The ideal candidate brings strong modeling expertise, sound business judgment, and the ability to improve reporting processes through effective use of planning tools. Benefits include PTO, health/vision/dental coverage, and more. Responsibilities:• Lead the annual budgeting cycle and recurring forecast process, ensuring financial plans align with business priorities and operating goals.• Build and maintain financial models that evaluate performance, support scenario planning, and inform strategic decision-making.• Analyze operating results, identify key trends and variances, and present clear insights to leadership teams.• Partner with cross-functional stakeholders to develop financial targets, monitor progress, and recommend corrective actions where needed.• Prepare management reporting packages, dashboards, and presentations that communicate results in a concise and meaningful way.• Oversee the use of Adaptive Insights and related planning tools to strengthen forecast accuracy and streamline financial reporting.• Support broader corporate planning activities by consolidating inputs, validating assumptions, and improving the quality of financial analysis.
2026-05-31T00:00:00Z

Financial Planning & Analysis Accountant

Stamford, CT
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Stellar Global Fortune 500 company that has a rare opening (due to an internal promotion). If you have worked in Public Accounting reach out asap by sending resumes to Jennifer.Beilin@Roberthalf (com).Straight out of the Big 4, great! The company will teach profitability analysis and you'll bring the balance sheet & Pnl statement analysis with you. This team does some corporate accounting, builds reporting, using Power BI and other tools for creating analytics around the firms budgets, expenses, revenue and profitability.
2026-06-09T00:00:00Z

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>
2026-06-10T00:00:00Z

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent / Full Time
125000 - 155000 USD / Yearly
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses. • Create and maintain data models to design performance metrics and support financial systems. • Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures. • Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications. • Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends. • Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
2026-06-08T00:00:00Z

Financial Planning & Analysis Manager

Centreville, VA
onsite
Permanent / Full Time
120000 - 145000 USD / Yearly
My client, a private equity-backed SaaS organization, is seeking a highly analytical FP&A Manager to support financial planning, forecasting, and performance management across the business. This role will partner closely with senior leadership, functional leaders, and the executive team to deliver actionable insights, improve financial visibility, and support strategic decision-making in a high-growth environment.<ul><li style="">Lead the annual budgeting and rolling forecast processes, ensuring alignment with company growth objectives and improving forecast accuracy.</li><li style="">Build, maintain, and enhance financial models to support long-term planning, scenario analysis, and strategic initiatives.</li><li style="">Develop a deep understanding of SaaS revenue drivers, including ARR, churn, bookings, and revenue recognition, along with cost structure and margin performance.</li><li style="">Partner with business leaders across sales, marketing, product, and operations to evaluate performance, identify risks and opportunities, and drive accountability.</li><li style="">Prepare and deliver executive-level reporting packages, including board materials, dashboards, and financial presentations.</li><li style="">Perform detailed variance analysis and translate financial results into clear, actionable insights for stakeholders.</li><li style="">Support KPI development and tracking, with a focus on key SaaS metrics to drive operational and financial performance.</li><li style="">Assist in improving financial processes, reporting accuracy, and alignment between FP&A and accounting teams.</li><li style="">Contribute to the enhancement and optimization of FP&A systems, reporting tools, and business intelligence platforms.</li><li style="">Support strategic initiatives such as pricing analysis, unit economics, capital planning, and potential M&A activity.</li></ul>
2026-05-25T00:00:00Z

Financial Planning & Analysis Manager

Davenport, IA
onsite
Permanent / Full Time
125000 - 165000 USD / Yearly
We are looking for an experienced Financial Planning & Analysis Manager to support business performance through forward-looking analysis, thoughtful planning, and clear financial reporting. Based in Davenport, Iowa, this position plays a central role in helping leaders make informed decisions by connecting financial results with operational and commercial trends. The role also provides an opportunity to guide a small FP&A team while strengthening reporting practices and planning processes in a growing agriculture-focused organization. Responsibilities: • Partner with commercial and operational leaders to convert business goals and performance drivers into practical financial guidance. • Direct the annual planning cycle and maintain rolling forecasts that reflect current business conditions and priorities. • Produce management reports, dashboards, and key performance indicators that give leadership timely visibility into results. • Evaluate revenue, pricing, margin, and sales trends to support decision-making across the commercial function. • Present financial performance, emerging risks, and growth opportunities to senior leaders in a clear and actionable manner. • Review financial and operational outcomes to identify root causes, explain variances, and highlight areas for improvement. • Build and oversee detailed financial models and ad hoc analyses that inform strategic initiatives and business decisions. • Manage cash flow reporting and forecasting to ensure consistency between planning assumptions and actual performance. • Lead, coach, and develop FP&A team members while setting priorities and maintaining high-quality deliverables.
2026-06-05T00:00:00Z

Financial Planning & Analysis Manager

Honolulu, HI
onsite
Permanent / Full Time
80000 - 115000 USD / Yearly
We are looking for a Financial Planning & Analysis Manager to lead and enhance financial planning processes for our organization in Honolulu, Hawaii. This role is responsible for driving strategic insights, guiding resource allocation, and supporting key decision-making through robust financial modeling and analysis. The ideal candidate will collaborate closely with cross-functional teams and executive leadership to ensure alignment with organizational priorities. To apply, please call Melissa Tree at 808.452.0254. Preference will be given to applicants currently residing in Hawaii due to the nature of the job requirements. Responsibilities:• Oversee the annual operating and capital budget development, coordinating inputs from various departments to create a comprehensive financial plan.• Conduct regular financial forecasting cycles, integrating actual results and scenario analysis to provide actionable insights.• Build and maintain long-term financial models and projections to assess sustainability and resource capacity.• Present variance analyses and performance trends to leadership, highlighting key drivers and proposing solutions.• Provide financial advice and analysis to support strategic decisions, including feasibility assessments and due diligence.• Collaborate with department heads to identify cost drivers and improve planning accuracy across initiatives.• Develop dashboards and key performance indicators to enhance financial visibility and reporting for decision-makers.• Lead process improvements in financial reporting and forecasting to boost efficiency and accuracy.• Mentor and develop team members, fostering growth within the financial planning and analysis function.
2026-05-22T00:00:00Z

Financial Planning & Analysis Manager

New York, NY
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
Robert Half is partnering with a rapidly growing, venture-backed technology company is seeking an FP&A Manager to help build and scale the financial planning and analysis function during an exciting stage of growth. Reporting directly to the CFO, this individual will play a key role in developing the financial models, forecasting processes, and reporting infrastructure that support strategic decision-making across the organization. This is an excellent opportunity for someone who enjoys combining analytical rigor with business partnership and wants to help shape the future of a high-growth company. What You'll Do<ul><li>Own and maintain the company's financial model, rolling forecasts, annual budgets, and long-range planning processes</li><li>Lead monthly and quarterly budget-to-actual analyses and provide actionable recommendations to business leaders</li><li>Partner closely with department heads to evaluate spending, forecast operating expenses, and support strategic initiatives</li><li>Analyze key business metrics, customer economics, profitability trends, and performance indicators to drive data-backed decisions</li><li>Support pricing analyses, resource allocation decisions, and financial modeling for new business opportunities</li><li>Prepare board reporting materials, investor presentations, and executive-level financial analyses</li><li>Identify opportunities to improve financial processes, reporting capabilities, and overall planning infrastructure</li><li>Serve as a trusted business partner across finance and operational teams</li></ul> Why This Opportunity?<ul><li>Highly visible role with direct exposure to executive leadership</li><li>Opportunity to help build and scale a best-in-class FP&A function</li><li>Significant involvement in strategic decision-making, board reporting, and business planning</li><li>Fast-growing, venture-backed organization with strong momentum</li><li>Collaborative, entrepreneurial culture with substantial career growth potential</li></ul>
2026-06-16T00:00:00Z

Financial Planning & Analysis Manager

Pittsburgh, PA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
We are looking for an experienced Financial Planning & Analysis Manager to lead financial operations and provide insight that supports sound business decisions. This position combines hands-on ownership of core accounting activities with forward-looking planning, giving the right candidate the opportunity to influence budgeting, forecasting, and performance analysis across the organization. The role also partners closely with leadership to improve reporting quality, strengthen financial processes, and help guide strategic priorities through clear, data-driven recommendations. Responsibilities:• Work closely with senior leaders to translate business objectives into financial plans, performance insights, and decision support.• Direct the monthly close cycle, ensuring financial results are completed accurately, intercompany activity is aligned, and reporting deadlines are met.• Produce monthly, quarterly, and annual financial reports that summarize consolidated performance and highlight meaningful business trends.• Lead forecasting activities for revenue, shipments, cash collections, profit and loss, and working capital, while providing regular updates on expected results.• Manage account reconciliation reviews at period end to maintain accurate records and support reliable financial statements.• Oversee core finance and accounting operations, including payables, receivables, general ledger activity, and day-to-day departmental leadership.• Drive the annual budgeting process and develop analyses that explain key drivers of profitability, growth, and operating efficiency.• Strengthen financial controls and support finance-related initiatives involving capital spending, commercial agreements, and process improvement efforts.• Guide and develop finance staff by setting priorities, coaching performance, and supporting ongoing training and continued growth.• Prepare recurring management analyses on financial performance metrics and deliver actionable recommendations based on findings.
2026-06-04T00:00:00Z

Financial Planning & Analysis Manager

Glen Allen, VA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
We are looking for a Financial Planning & Analysis Manager to join our team in Glen Allen, Virginia. This role will guide enterprise forecasting, build robust financial models, and deliver insights that help leadership evaluate performance, capital allocation, and future business scenarios. The ideal candidate brings strong analytical judgment, a deep understanding of financial planning disciplines, and the ability to translate complex data into clear recommendations for senior stakeholders. Responsibilities: • Direct the preparation and ongoing enhancement of forward-looking financial models covering earnings expectations, balance sheet activity, capital usage, and alternative business scenarios. • Create and update forecasting tools that evaluate revenue, operating costs, financing expenses, taxable earnings adjustments, and performance across changing market conditions. • Produce monthly, quarterly, and annual outlooks that inform executive planning, board materials, and decisions related to distributions and overall financial strategy. • Analyze forecast-to-actual results, identify the main factors influencing performance, and communicate findings to leadership with actionable recommendations. • Develop detailed taxable income projections and regulatory-related forecasts to support compliance monitoring and dividend capacity assessments. • Partner with accounting and senior leadership to align forecast assumptions with business strategy and ensure reporting accuracy. • Build sensitivity and scenario analyses that measure the effects of interest rates, funding costs, asset returns, leverage, liquidity, and book value changes. • Assess strategic options and potential portfolio adjustments through stress testing and forward-looking financial evaluation. • Conduct peer and competitor benchmarking focused on earnings trends, dividend practices, leverage, portfolio mix, funding approaches, and capital structure, then summarize insights for management and the board.
2026-06-16T00:00:00Z

Financial Planning & Analysis Manager

Frisco, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Financial Planning & Analysis Manager to lead enterprise-wide planning, reporting, and performance analysis for a growing organization in Frisco, Texas. This role will shape how financial results are consolidated, interpreted, and communicated to senior leadership through clear reporting and meaningful insights. The ideal candidate brings strong analytical judgment, a hands-on approach to forecasting and modeling, and the ability to partner effectively across finance and business teams. Responsibilities: • Direct the company-wide consolidation of financial results across multiple business areas and regions, ensuring complete, accurate, and timely reporting. • Produce monthly, quarterly, and annual reporting materials for executives and board-level audiences, translating financial outcomes into clear business stories and decision-ready insights. • Strengthen reporting methods and analytical tools to improve visibility into performance drivers and increase forecast reliability. • Work closely with accounting partners to align reporting outputs with close activities, deadlines, and explanations for variances in results. • Lead the enterprise budget, forecast, and long-range planning cycles, coordinating inputs across functions and maintaining consistency in assumptions. • Build dashboards, presentations, and performance summaries that support quarterly business reviews, board discussions, and investor-related updates. • Evaluate growth trends and operating performance through key business metrics, including recurring revenue indicators and customer retention measures. • Develop scenario analyses and financial models to support strategic planning, resource allocation, and investment decisions across the organization. • Act as a trusted finance advisor to functional leaders by providing actionable recommendations that improve accountability and business performance.
2026-06-16T00:00:00Z

Financial Planning & Analysis Manager

Emeryville, CA
remote
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting. Responsibilities:<ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
2026-05-29T00:00:00Z

Financial Planning & Analysis Manager

Chicago, IL
remote
Permanent / Full Time
125000 - 155000 USD / Yearly
We are looking for a strategic and hands-on Financial Planning & Analysis Manager to support a fast-growing organization with multiple operating businesses in Chicago, Illinois. This role works closely with senior leaders to strengthen financial visibility, guide planning decisions, and uncover opportunities that improve performance. The ideal candidate brings strong analytical judgment, advanced modeling skills, and the ability to turn complex financial information into clear business recommendations. Responsibilities: • Direct company-wide planning activities, including annual budgets, periodic forecasts, and longer-term financial outlooks across several business areas. • Build and refine financial models that support scenario planning, operating decisions, cash management, and growth strategy evaluation. • Manage rolling cash projections and liquidity analysis to help leadership monitor working capital needs and capital allocation priorities. • Analyze revenue, margins, and overall business performance to identify trends, risks, and opportunities for improved profitability. • Collaborate with operational and executive stakeholders to define meaningful performance indicators and track results against business objectives. • Prepare clear and decision-ready reporting materials for executives, lenders, investors, and board-level audiences. • Contribute financial leadership to strategic efforts such as acquisitions, business expansion, investment planning, and pricing evaluation. • Support transaction-related work by assisting with due diligence, valuation assessment, deal modeling, and post-close performance review. • Recommend and implement enhancements to forecasting methods, reporting quality, and finance processes to improve accuracy and efficiency.
2026-06-08T00:00:00Z

Financial Planning & Analysis Manager

Des Moines, IA
onsite
Permanent / Full Time
125000 - 175000 USD / Yearly
We are looking for an experienced Financial Planning & Analysis Manager to lead financial forecasting, budgeting, and performance analysis for our organization in Des Moines, Iowa. This role will partner closely with leadership to translate financial data into strategic recommendations, improve planning accuracy, and support sound business decisions. The ideal candidate brings strong analytical judgment, advanced modeling capability, and a proven background in corporate finance within a dynamic business environment. Responsibilities:• Lead the company’s budgeting, forecasting, and long-range planning activities to support operational and strategic goals.• Build and refine financial models that evaluate business performance, investment opportunities, and future growth scenarios.• Deliver clear variance analysis and management reporting that highlights trends, risks, and opportunities across the organization.• Collaborate with senior leaders to develop actionable financial insights that guide decision-making and resource allocation.• Support corporate planning efforts by preparing annual financial plans and monitoring progress against established targets.• Assess potential mergers, acquisitions, and other strategic initiatives through detailed financial analysis and scenario evaluation.• Maintain and enhance planning processes and reporting tools, including the effective use of platforms such as Adaptive Insights.• Partner with cross-functional teams to strengthen financial visibility, improve forecasting assumptions, and drive accountability for results.
2026-06-16T00:00:00Z

Financial Planning & Analysis Manager

Waukesha, WI
onsite
Permanent / Full Time
119000 - 150000 USD / Yearly
We are looking for a Financial Planning & Analysis Manager to support strategic transactions and serve as a key finance partner for corporate development initiatives in Waukesha, Wisconsin. This role will guide financial planning, diligence, and post-close activities across acquisitions, divestitures, and investments while collaborating with accounting, treasury, tax, legal, and audit stakeholders. The ideal candidate brings strong analytical judgment, transaction experience, and the ability to coordinate complex finance workstreams in a public company environment. Responsibilities: • Serve as the central finance contact for corporate development activities, aligning deliverables across accounting, treasury, FP&A, and business unit finance teams. • Lead finance priorities for acquisitions, divestitures, and strategic investment projects, ensuring key milestones are supported according to transaction schedules. • Evaluate deal-related accounting, financial reporting, and control considerations during diligence and transaction planning, and help resolve related issues. • Work closely with treasury to assess funding strategies, liquidity needs, cash flow effects, and capital structure implications tied to transactions. • Coordinate contributions from tax, legal, internal audit, and external advisory partners to help drive efficient execution and regulatory compliance. • Support public company reporting and governance expectations by maintaining adherence to internal accounting policies, reporting standards, and control requirements. • Oversee post-close finance activities such as inventory verification, purchase accounting updates, general ledger alignment, working capital reviews, and integration into recurring close cycles. • Monitor transaction-related items including earn-outs, escrows, holdbacks, and transition service accounting, ensuring accurate tracking, reconciliation, and reporting. • Partner with internal audit and finance leadership to incorporate acquired businesses into the company’s control framework and address identified control gaps. • Identify opportunities to improve processes, standardize transaction support activities, and enhance financial analysis for post-transaction performance monitoring.
2026-05-27T00:00:00Z

Financial Planner

Alamo, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Financial Planner

Chattanooga, TN
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
This search is being conducted by Steve Spinello. Financial Planner (CPA / CFP)Chattanooga, TN | Onsite/HybridWe are partnering with a well-established, fee-only Registered Investment Advisor firm to add a Financial Planner to their collaborative, team-based service model. This is an excellent opportunity for a technically strong planner with a tax-focused background who enjoys building comprehensive financial plans and partnering closely with advisors—without needing to own the primary client relationship. About the RoleThis position will serve as the in-house subject matter expert for financial planning, supporting lead advisors by developing and delivering high-quality financial plans. You will play a key role in translating complex financial and tax strategies into clear, actionable recommendations for high-net-worth clients. Key Responsibilities<ul><li>Develop and deliver comprehensive and segmented financial plans for high-net-worth clients. </li><li>Partner with lead and service advisors to support client planning needs. </li><li>Perform in-depth analysis across retirement planning, cash flow, debt management, net worth tracking, college planning, and asset allocation recommendations. </li><li>Lead tax-focused planning strategies and provide insights through tax return review. </li><li>Update and maintain client financial plans as circumstances evolve. </li><li>Serve as the internal expert on financial planning best practices, tools, and processes. </li><li>Utilize and master MoneyGuidePro to deliver consistent, high-quality planning output. </li></ul>Why This Opportunity Stands Out<ul><li>Join a respected, fee-only RIA with an established client base and strong team culture. </li><li>Focus on what you do best: financial planning strategy and analysis. </li><li>Work in a collaborative environment where your technical expertise will have visible impact. </li></ul>If you’re a detail-oriented financial planning professional who enjoys sophisticated planning work and wants to be part of a high-caliber advisory team, we’d love to connect.Apply today or message me directly to learn more.
2026-06-01T00:00:00Z

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
2026-05-26T00:00:00Z

Financial Planner

San Ramon, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space. This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team. Responsibilities<ul><li>Support financial planning strategies, analyses, and client recommendations</li><li>Build and maintain cash flow projections and planning models</li><li>Review and organize client financial documents and account information</li><li>Manage data within financial planning software, including eMoney</li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items</li><li>Assist with account openings, transfers, money movement, and maintenance requests</li><li>Track client workflows and coordinate with custodians and external partners</li><li>Support ongoing client service and planning initiatives</li><li>Participate in client meetings for development and exposure as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-10T00:00:00Z

Director of Financial Planning and Analysis

Fort Worth, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
Robert Half Finance & Accounting and Kevin Sweet have partnered with a rapidly growing financial services / retail organization to identify a Director of FP&A for a newly created, high-impact leadership role. This is a strategic opportunity for an experienced finance leader to help shape the financial direction of a dynamic, growth-oriented organization. Reporting to executive leadership, this individual will lead enterprise planning, forecasting, performance management, and strategic finance initiatives while partnering closely with senior leadership on key business decisions. My client offers a collaborative environment, is rapidly growing through both organic growth and acquisitions, offers excellent benefits, competitive annual salary, bonus and potential future equity! For confidential consideration and consideration, please contact Kevin Sweet directly at 682-499-1182 or via email at [email protected] 🔹 Key Responsibilities:• Lead the FP&A function, including budgeting, forecasting, and long-range planning• Partner with the CFO and executive team on strategic financial decisions• Drive advanced financial modeling, scenario planning, and performance analytics• Develop and enhance KPIs, executive reporting, and board-level financial presentations• Support capital allocation, pricing strategy, and business case analysis• Improve forecasting accuracy through systems, automation, and BI tools• Lead and mentor a high-performing FP&A team 🔹 Ideal Background:✔ 10+ years of progressive FP&A / strategic finance experience✔ Current or recent industry experience within financial services, retail and or private equity✔ Leadership experience within complex, high-growth environments✔ Deep expertise in budgeting, forecasting, and financial modeling✔ Advanced Excel and BI tools (Power BI, Tableau, etc.)✔ Experience with planning systems such as Adaptive, Anaplan, or NetSuite preferred✔ MBA and CPA, and or CFA is required This is an opportunity to step into a visible leadership role and help drive long-term strategy and enterprise performance. 📩 If you or someone in your network may be interested in learning more, feel free to message me directly for a confidential conversation.
2026-06-12T00:00:00Z

Director, Financial Planning and Analysis

Raritan, NJ
onsite
Permanent / Full Time
200000 - 255000 USD / Yearly
Responsibilities<ul><li>Lead the annual budget, forecast, and long‑range planning processes</li><li>Prepare and analyze monthly, quarterly, and annual financial reports and KPIs</li><li>Provide variance analysis and actionable insights to senior leadership</li><li>Partner with cross‑functional teams to support operational and strategic initiatives</li><li>Develop financial models to support business cases, investments, and initiatives</li><li>Improve FP&A processes, reporting, and systems for efficiency and accuracy</li><li>Manage and mentor FP&A staff, as applicable</li></ul>benefits:<ul><li>Medical, Dental & Vision Insurance</li><li>401(k) Retirement Plan</li><li>Paid Time Off (PTO)</li></ul>
2026-06-15T00:00:00Z

Financial Analyst

Madison, IN
onsite
Permanent / Full Time
60000 - 80000 USD / Yearly
We are looking for a Financial Analyst to join a manufacturing-focused finance team. This opportunity is well suited for an early-career candidate who wants to deepen experience in financial planning, reporting, and operational support within a publicly traded organization. In this role, you will work closely with finance and business leaders to turn financial data into meaningful guidance that supports planning and performance improvement. The position offers strong visibility across the business and a clear path for continued growth in corporate finance. Responsibilities: • Build and maintain budgets, rolling forecasts, and longer-term financial plans in partnership with finance and operating teams. • Evaluate monthly results, investigate performance fluctuations, and explain trends through clear financial analysis. • Assist with period-end finance activities by preparing journal entries, reviewing results, and helping ensure accurate reporting. • Work with departmental stakeholders to compare actual spending and performance against plan and recommend corrective actions when needed. • Track operational and financial metrics such as productivity, cost movement, efficiency, and other key business indicators. • Support capital planning by analyzing investment proposals, developing financial cases, and assessing expected returns. • Prepare reporting materials and presentation content for leadership reviews and management discussions. • Improve the effectiveness of reporting by identifying opportunities for automation, streamlining processes, and strengthening insight quality. • Contribute to special analyses and cross-functional initiatives that broaden exposure to manufacturing finance and strategic decision-making.
2026-06-19T00:00:00Z

Financial Analyst

Honolulu, HI
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
We are looking for a Financial Analyst to support the evaluation and financing of commercial and industrial solar and battery storage opportunities in Honolulu, Hawaii. This role works closely with originations, project delivery teams, and external funding partners to assess investment viability, develop financing strategies, and advance opportunities from initial review through closing. The ideal candidate brings strong analytical judgment, a solid grasp of project finance, and the ability to present complex findings in a clear and decision-ready format. TDue to the nature of the work and onsite requirements, preference will be given to Hawaii residents. Applicants should be able to reliably commute or reside within the region to meet business needs. All qualified applicants are encouraged to apply by calling Melissa Tree at 808.452.0254. Responsibilities:• Develop and maintain detailed financial models for solar and storage investments, incorporating production scenarios, operating assumptions, revenue variability, and downside sensitivity analysis.• Structure and refine funding approaches by evaluating combinations of equity, construction and permanent debt, and transferable tax credit proceeds to improve project economics.• Assess project opportunities across different offtake and market arrangements, including merchant exposure, hedging strategies, and behind-the-meter savings structures.• Prepare concise screening summaries and investment recommendation materials that support approval decisions and identify key risks, returns, and decision points.• Lead coordination of cross-functional diligence activities by organizing inputs from technical, legal, commercial, and environmental stakeholders and tracking remaining conditions to close.• Review major project agreements to determine finance ability and alignment with investor and lender expectations, including operational and site-related contracts.• Support fundraising and transaction execution by assembling diligence materials, maintaining organized virtual data rooms, and responding to lender and investor information requests.• Create pipeline reporting and forecasting tools that monitor deal stage, probability, timeline, and critical milestones while helping standardize modeling templates and diligence documentation.
2026-06-06T00:00:00Z

Financial Analyst

Bogalusa, LA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a Financial Analyst to support finance activities at a manufacturing site. This is a Long-term Contract opportunity for a detail-oriented individual who can turn operational data into clear financial insight, contribute to planning activities, and communicate findings effectively to site leadership. The position works closely with plant and finance partners in a fast-moving environment where sound judgment, strong organization, and confident collaboration are essential. Responsibilities:• Develop and maintain recurring financial and operational reports that help site leadership monitor business performance and key cost drivers.• Evaluate plant results, investigate variances and patterns, and translate findings into practical recommendations for management decision-making.• Support forecasting, annual budgeting, and financial planning activities by gathering inputs, validating assumptions, and preparing analysis for review.• Present financial trends, performance insights, and risk areas to cross-functional leaders in a clear and concise manner.• Assist with month-end responsibilities, including journal entry preparation, reporting support, and review of site-level financial activity.• Partner with the controller and local operations leaders to strengthen reporting processes, improve documentation, and enhance overall efficiency.• Help maintain compliance with accounting policies and internal control standards across daily, weekly, and monthly finance tasks.• Research financial transactions, assess appropriate accounting treatment, and complete ad hoc analysis to support business initiatives and special projects.
2026-06-16T00:00:00Z

Financial Analyst

Salt Lake City, UT
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
We are looking for a skilled Financial Analyst to join our team in SLC, Utah. This role is pivotal in driving data-driven decision-making by analyzing financial performance, preparing executive-level materials, and supporting various forecasting and budgeting initiatives. The ideal candidate will thrive in a fast-paced environment and possess the ability to build scalable financial models while collaborating across multiple entities. Responsibilities:• Develop and refine financial models to support forecasting, budgeting, and capital planning initiatives.• Conduct detailed variance analyses to evaluate financial performance against key benchmarks such as budgets, forecasts, and prior-year results.• Assist in creating annual and long-term financial plans at both property and consolidated enterprise levels.• Prepare executive and board-level financial presentations, dashboards, and business review materials.• Analyze operational performance metrics across hotels and resorts, identifying trends, risks, and opportunities for improvement.• Collaborate with finance and accounting teams at various properties to ensure consistent and accurate financial reporting.• Perform scenario modeling and sensitivity analyses to assess business cases, investments, and strategic initiatives.• Develop standardized reporting packages tailored for internal and external stakeholders.• Work closely with department leaders to align financial models with operational realities and drivers.• Support the implementation and optimization of financial planning tools and reporting systems to enhance efficiency and accuracy.
2026-05-26T00:00:00Z