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420 results for Financial Planning Analysis jobs

Financial Planning & Analysis Analyst

Detroit, MI
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
We are looking for a Financial Planning & Analysis Analyst to strengthen financial insight and decision support for our manufacturing operations. In this role, you will work closely with teams across finance, operations, sales, supply chain, and leadership to translate business performance into clear analysis and practical recommendations. This position is ideal for a finance specialist who enjoys building models, improving reporting, and helping guide planning activities through accurate and timely analysis. Responsibilities: • Lead support for the annual budgeting cycle, recurring forecasts, and longer-term financial planning activities. • Evaluate operating results against plans and prior expectations, highlighting trends, risks, and the factors influencing performance. • Produce reporting materials for leadership, including dashboards, variance reviews, and presentation-ready financial summaries. • Develop and maintain financial models used for scenario evaluation, margin analysis, pricing decisions, and business improvement efforts. • Review manufacturing cost performance across materials, labor, inventory, and overhead to identify variances and cost drivers. • Assess product and customer profitability to help inform portfolio strategy and commercial decision-making. • Assist with month-end close by reviewing accruals, researching unexpected results, and resolving financial discrepancies. • Partner with cross-functional stakeholders to enhance reporting quality, streamline analysis, and strengthen financial processes. • Deliver responsive ad hoc analysis and provide documentation or support needed for audit-related requests.
2026-05-28T00:00:00Z

Financial Planning Analyst

Albany, NY
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
A wealth management / financial planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: preparing reports, projections and recommendations for financial planning; retirement planning; taxes; estate flowcharts; some investment management duties; working directly with clients; various other duties typical of a financial planner.
2026-05-08T00:00:00Z

Financial Planning and Analysis Manager

Saint Louis, MO
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
Robert Half Finance & Accounting has partnered with an organization in St. Louis seeking a full-time Financial Planning and Analysis Manager. The Financial Planning and Analysis Manager will work across the organization to fulfill reporting requirements and provide financial management guidance. Financial Planning and Analysis Manager Responsibilities:· Drive financial and strategic analysis to support growth initiatives· Lead budgeting, forecasting, and long‑range planning· Monitor business performance through KPIs and actionable insights· Provide executive-level decision support and recommendations· Develop financial models to evaluate opportunities and guide strategy Financial Planning and Analysis Manager Minimum Qualifications: · Bachelor degree in Finance, Accounting or Economics· 5+ years of financial planning and analysis experience in a construction environment· Advanced Excel with ERP experience This position offers a competitive salary along with a comprehensive benefits plan. For more information and a confidential discussion, please apply online or contact Ricky Rozycki via LinkedIn.
2026-05-04T00:00:00Z

Financial Planning & Analysis Manager

Golden, CO
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
We are looking for a Financial Planning & Analysis Manager to lead core finance activities and provide meaningful business insight for company leadership in Golden, Colorado. This role combines hands-on ownership of accounting operations with strategic planning responsibilities, helping ensure accurate reporting, disciplined forecasting, and informed decision-making. The ideal candidate brings strong analytical capability, leadership experience, and the ability to improve processes in a dynamic environment. Responsibilities: • Collaborate with executive and operational leaders to evaluate performance, support strategic priorities, and guide financial decision-making across the business. • Direct the monthly close cycle, including coordination of intercompany activity, to ensure complete, accurate, and timely financial results. • Produce and review monthly, quarterly, and annual financial reports, delivering clear analysis of business trends, profitability, and key performance drivers. • Lead the annual budgeting process and manage recurring forecasts for revenue, shipments, cash collections, profit and loss, and working capital. • Prepare account reconciliations and validate financial data integrity to support reliable reporting and compliance requirements. • Oversee finance and accounting activities such as accounts payable, accounts receivable, general ledger management, and day-to-day departmental operations. • Strengthen and refine financial processes, internal controls, capital spending oversight, and commercial agreement review to improve efficiency and governance. • Supervise, coach, and develop finance team members by setting expectations, providing feedback, and supporting performance growth. • Deliver regular reporting on orders and shipments and present monthly financial performance analysis to management. • Contribute to additional finance projects and business initiatives as needed.
2026-05-20T00:00:00Z

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>
2026-05-07T00:00:00Z

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.
2026-05-01T00:00:00Z

Financial Planning & Analysis Manager

Mechanicsburg, PA
onsite
Permanent / Full Time
140000 - 170000 USD / Yearly
Robert Half is partnering with a company in the Mechanicsburg area to hire an experienced Financial Planning & Analysis (FP&A) Manager. In this role, you will play a critical part in shaping the company’s financial strategies by providing insightful analysis, developing advanced financial models, and driving data-informed decision-making. Your expertise will support organizational growth and ensure effective financial management across the business. Responsibilities:• Lead the budgeting and forecasting processes to ensure accurate financial planning.• Develop, refine, and maintain financial models to support strategic decision-making, including revenue projections, cash flow analysis, and scenario planning.• Oversee the calculation and review of financial covenants to ensure compliance and accuracy.• Provide support for inventory planning and effective debt management strategies.• Analyze financial results and deliver actionable insights to executive leadership.• Utilize business intelligence tools to uncover opportunities for improved performance and operational efficiency.• Prepare comprehensive board reports, including clear and concise financial summaries.• Monitor financial performance by analyzing trends and variances, while providing recommendations for improvements.• Partner with operations teams to ensure robust financial reporting and management.• Collaborate with the leadership team to maintain and update budgets and forecasts.
2026-05-29T00:00:00Z

Financial Planning & Analysis Manager

Houston, TX
onsite
Permanent / Full Time
160000 - 180000 USD / Yearly
We are looking for a Financial Planning & Analysis Manager to establish and lead a high-impact FP&A capability for a growing organization in the water industry based in Houston, Texas. This position will serve as a key business partner to senior leadership, delivering financial insight that supports strategic decisions, operational performance, and long-term growth. The role blends hands-on analysis with leadership responsibility, helping shape planning processes, strengthen reporting, and guide investment decisions across a global business environment. Responsibilities: • Establish and lead a scalable FP&A structure that supports global operations and creates consistent planning standards across the business. • Prepare and assess monthly, quarterly, and annual financial results, highlighting key trends and clearly explaining performance against budgets and forecasts. • Create streamlined reporting formats and analytical tools that improve visibility across projects, products, and service lines while increasing efficiency. • Direct the annual budget cycle, periodic forecasting activities, and long-range planning efforts to align financial targets with broader business priorities. • Partner with executive leaders to evaluate expansion opportunities, acquisition scenarios, capital allocation decisions, and margin improvement initiatives. • Develop detailed financial models that support strategic planning, operational decisions, and performance tracking across multiple business areas. • Monitor investment outcomes against expected returns and recommend actions to improve financial performance. • Produce executive-level dashboards and management reports that convert complex financial information into clear business insights. • Work closely with Accounting to ensure reporting is accurate, timely, and aligned with organizational requirements. • Influence cross-functional stakeholders by providing data-driven recommendations that support sound decision-making and continuous improvement.
2026-05-12T00:00:00Z

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

Lindsay, CA
onsite
Permanent / Full Time
95000 - 120000 USD / Yearly
Tammy Power, Recruiting Manager with Robert Half is looking for a Financial Planning & Analysis Manager to join our team in Bakersfield, California. This position plays a central role in guiding budgeting, forecasting, and performance reporting while turning complex financial data into practical business recommendations. The ideal candidate will work closely with leaders across operations, commercial teams, and support functions to strengthen planning processes and improve decision-making. This is a hands-on opportunity for someone who combines analytical depth with strong business partnership skills. For immediate and confidential consideration contact Tammy Power via LinkedIn. Responsibilities:• Lead core FP&A activities by driving the annual budget cycle, maintaining rolling forecasts, producing monthly performance reports, and delivering timely financial analysis.• Manage key elements of the monthly financial review process, highlighting results, explaining business drivers, and identifying emerging risks and opportunities.• Collaborate with department and executive leaders to convert operational and commercial priorities into financial plans, scenarios, and measurable targets.• Oversee forecast consolidation by gathering inputs from cross-functional teams, aligning planning assumptions, and developing a reliable view of future performance.• Evaluate pricing, product mix, profitability, and investment options to support sound business decisions and improved financial outcomes.• Support cash flow planning and working capital analysis to help inform capital deployment and liquidity management.• Contribute to long-range planning efforts through scenario modeling and financial assessment of strategic initiatives.• Improve planning accuracy and consistency by refining forecasting methods, strengthening assumptions, and enhancing collaboration across teams.• Assist with upgrades to FP&A reporting tools, systems, and workflow processes to build more efficient and scalable financial operations.• Prepare concise, decision-oriented presentations and reporting materials for senior leadership discussions.
2026-04-30T00:00:00Z

Financial Planning & Analysis Manager

Indianapolis, IN
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for an experienced Financial Planning & Analysis Manager to join our team in Indianapolis, Indiana. This role will shape financial strategy by translating project and operational data into clear business insights, supporting leaders with planning, forecasting, and performance evaluation. The ideal candidate brings strong expertise in construction-focused finance, a sharp analytical mindset, and the ability to strengthen reporting quality across the organization. Responsibilities: • Direct the annual budget, periodic forecast updates, and longer-range financial planning activities using project pipeline data, workforce capacity, and cost trend analysis. • Build and refine financial models that evaluate project earnings, test business scenarios, guide resource deployment, and measure margin performance. • Produce insightful comparisons between actual results and plans across projects, business units, and company-wide performance, explaining the operational and financial factors behind outcomes. • Partner with operational and cross-functional teams to support decisions related to spending control, project execution, and profitability improvement. • Lead quality of earnings analysis with attention to revenue recognition methods, work-in-progress activity, billing patterns, and the validation of projected margins. • Support internal and external due diligence efforts by reviewing financial information, identifying unusual or nonrecurring items, and assessing contract terms that influence financial performance. • Prepare monthly leadership reporting packages that highlight segment results, productivity indicators, and key financial trends. • Review and enhance accounting procedures, reporting workflows, and financial controls to improve accuracy, consistency, and trust in reported data. • Analyze labor efficiency, equipment usage, material pricing, and subcontractor costs to identify opportunities for better operational and financial results. • Contribute financial insight to pricing decisions, risk reviews, bid evaluations, and process improvements tied to work-in-progress management, budgeting, automation, and data integrity across systems.
2026-05-11T00:00:00Z

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.
2026-05-02T00:00:00Z

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
185000 - 225000 USD / Yearly
We are looking for a Financial Planning & Analysis Manager to join our team in New York, New York. In this role, you will play a key part in analyzing investment performance, identifying growth opportunities, and contributing to the strategic direction of the company. The ideal candidate will have a strong background in financial modeling, investor reporting, and capital markets. Responsibilities: • Monitor and evaluate financial trends and industry developments to provide actionable insights to stakeholders. • Design and maintain detailed financial models to analyze company performance and identify key trends. • Deliver comprehensive investment performance updates and strategies to management and investors. • Create impactful presentation materials and talking points to effectively communicate financial data and strategic initiatives. • Collect and analyze feedback from investors to identify improvement areas and address concerns. • Prepare reports on investment performance and investor sentiment for senior leadership review. • Develop resources and materials to educate stakeholders on investment strategies, financial metrics, and relevant tax implications. • Organize webinars, presentations, and reporting sessions to share insights and updates. • Collaborate with cross-functional teams to align financial planning with organizational objectives.
2026-05-28T00:00:00Z

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

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

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.
2026-05-27T00:00:00Z

Financial Planner

San Francisco, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Paraplanner at a growing RIA. This is a full-time permanent role based in Marin County with a Hybrid schedule. 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>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2026-05-27T00:00:00Z

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.
2026-05-06T00:00:00Z

Director of Financial Planning & Analysis

Akron, OH
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for a strategic finance leader to guide enterprise planning activities and strengthen decision-making across the organization in Wadsworth, Ohio. This role will shape forecasting, budgeting, and long-range planning while delivering meaningful insight into manufacturing and business performance. The ideal candidate brings strong analytical judgment, a collaborative leadership style, and the ability to turn complex financial data into practical recommendations for senior leadership. Responsibilities: • Direct the company’s budgeting cycle, recurring forecast updates, and annual operating plan to ensure accurate and timely financial guidance. • Develop and enhance executive reporting and performance dashboards that highlight key manufacturing metrics such as profitability, inventory efficiency, labor performance, and overhead trends. • Work closely with leaders in Operations, Supply Chain, and Sales to evaluate cost behavior, production capacity, pricing dynamics, and product mix to improve financial results. • Lead detailed variance reviews to identify performance gaps, explain underlying drivers, and recommend corrective actions across plant and business operations. • Provide financial insight on capital spending priorities, working capital management, and operational improvement opportunities. • Build scenario analyses and forward-looking models that support strategic planning, growth initiatives, investment decisions, and potential acquisitions. • Deliver clear financial narratives and recommendations to executive leadership to support business decisions and resource allocation. • Strengthen planning and analysis processes, tools, and reporting methods to improve visibility, consistency, and decision support across the organization.
2026-04-30T00:00:00Z

Financial Analyst

Salem, OR
onsite
Permanent / Full Time
0 - 0 USD / Yearly
Charlie Gilmur with Robert Half is looking for a detail-oriented Financial Analyst to join our team in Salem, Oregon. This role is essential in providing financial insights and support to our healthcare organization, ensuring accurate reporting and effective decision-making. The ideal candidate will thrive in a dynamic environment and demonstrate a strong ability to analyze data and streamline financial processes. Responsibilities:• Perform comprehensive financial analysis to support strategic planning and operational decisions.• Prepare and review month-end close reports, ensuring accuracy and compliance with organizational standards.• Collaborate with various departments to gather financial data and provide actionable insights.• Assist in budgeting and forecasting activities to align with organizational goals.• Develop and maintain financial models to evaluate performance and identify trends.• Analyze variances between actual and projected financial results to offer recommendations for improvement.• Support the preparation of presentations for senior leadership to communicate financial performance.• Ensure compliance with all financial regulations and internal policies.• Identify areas for process improvement and implement solutions to enhance efficiency.• Partner with the VP of Finance to execute financial strategies and meet organizational objectives. Please reach out to Charlie Gilmur with Robert Half to review this position. Job Order: 03600-0013360691
2026-05-18T00:00:00Z

Financial Analyst

Fairview, OR
onsite
Permanent / Full Time
0 - 0 USD / Yearly
Kevin Wong with Robert Half is looking for a skilled Financial Analyst to join our team in Fairview, Oregon. This role is ideal for someone who excels in budgeting, cost analysis, and financial reporting, with a focus on supporting IT operations and vendor management. The position requires collaboration across departments to ensure financial efficiency and alignment with organizational goals. Responsibilities:• Develop and oversee the global annual budgets and rolling forecasts for the IT department.• Analyze financial variances by comparing actual spending to budgets and providing actionable recommendations.• Facilitate standardized budgeting processes and financial tools across IT cost centers worldwide.• Monitor and evaluate IT expenses related to hardware, software, cloud services, and vendor contracts to identify cost-saving opportunities.• Verify invoices for accuracy and implement automation initiatives for procurement and billing processes.• Assist in the procurement and renewal of IT contracts and licenses while ensuring vendor compliance and performance standards.• Collaborate with legal and relevant teams to maintain consistent contract templates and documentation.• Create dashboards and visualizations to present financial trends and insights to leadership and stakeholders.• Support project managers in tracking budgets, allocating resources, and ensuring financial alignment with project goals.• Partner with cross-functional teams including IT, Finance, and regional leaders to align financial strategies with organizational objectives. Please reach out to Kevin Wong with Robert Half to review this position. Job Order: 03600-0013381199
2026-05-18T00:00:00Z

Financial Analyst

Roseville, CA
onsite
Permanent / Full Time
80000 - 120000 USD / Yearly
Lisa Cole with Robert Half is partnering with a growing, complex manufacturing and project‑based organization is seeking a Financial Analyst to serve as a financial partner to Program and Project Managers. This role operates at the program level—similar to a “mini‑controller”—supporting active programs across engineering, manufacturing, and R&D environments.This position is ideal for a candidate with strong cost accounting, contract, and program finance experience who enjoys partnering cross‑functionally and driving financial visibility at the project level. For more information on this position, please call Lisa Cole at 916-649-0832. Key Responsibilities<ul><li>Act as the primary finance partner for assigned programs and projects</li><li>Prepare quarterly profit and cash reporting at the program level</li><li>Track, analyze, and forecast program costs, margins, and cash flow</li><li>Manage invoicing and milestone billing; partner with AR for collections</li><li>Perform variance analysis, estimates‑to‑complete (ETC), and estimates‑at‑completion (EAC)</li><li>Support revenue recognition activities with working knowledge of ASC 606</li><li>Assist with audits (internal, external, and government, as applicable)</li><li>Prepare monthly program financial packages and ad‑hoc analysis</li><li>Collaborate closely with Program Managers, Contracts, and Operations teams</li></ul>
2026-05-01T00:00:00Z

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.
2026-05-28T00:00:00Z