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106 results for Paraplanner jobs

Paralegal

Atlanta, GA
onsite
Temporary
0 - 0 USD / Yearly
Robert Half is seeking litigation paralegals to support attorneys through all stages of litigation. Key Responsibilities:<ul><li>Support attorneys throughout all phases of litigation, including pre-trial, trial, and post-trial activities</li><li>Manage discovery, conduct legal research, and coordinate document production and review</li><li>Draft motions, pleadings, and correspondence, and assist in preparing exhibits, witness files, and trial binders</li><li>Organize, track, and analyze case files and evidence for complex litigation matters</li><li>Assist with eDiscovery, case management, and compliance requirements</li></ul>
2026-04-07T00:00:00Z

Paralegal

New York, NY
onsite
Permanent
80000 - 95000 USD / Yearly
Thriving Plaintiff's Personal Injury Law Firm located in the heart of New York City, is seeking an experienced, detail-oriented Paralegal to join its collegial, dynamic, and growing practice! The ideal candidate will have 3+ years of plaintiff's personal injury experience and will be able to independently handle a busy case load from start to finish. Must follow through, have excellent organizational and communication skills. This is a fully on-site role. Responsibilities: <ul><li>Utilize Smart Advocate to manage cases</li><li>Handle busy case load (approximately 160 cases)</li><li>Follow up with clients / medical providers / insurance carriers re documentation, doctor visits, etc.</li><li>Regularly e-file documents using NYSCEF</li><li>Tracking deadlines</li><li>Drafting legal documents with attorney supervision (summons, bills of particulars, subpoenas,, etc.)</li><li>Assisting with deposition and trial prep; preparing exhibits</li></ul>
2026-04-13T00:00:00Z

Paralegal

Princeton, NJ
onsite
Permanent
65000 - 66500 USD / Yearly
seeking a litigation paralegal with 3 years minimum experience in civil litigation, insurance defense and/or employment matters. The following is a summary of job duties: • Review and analyze file documents (i.e. company or claim files) • Determine and identify relevant information, witnesses, third party documents and information for subpoenas. • Prepare, index and analyze written and paper discovery and prepare litigation and trial binders • Prepare subpoenas, public records requests, and authorizations. • Work with preferred vendors for record retrieval, expert retention, depositions/court reporters, private investigators. • Handle and collaborate on scheduling of depositions, expert exams and client meetings or witness interviews. • Prepare various discovery requests, responses, and summaries of same. • Summarize various records (medical; employment; tax; educational; surveillance, etc.) • Prepare detailed medical chronology and medical billing chart. • Gather relevant documents for attorney’s use in upcoming depositions, meetings, telephone conferences, trial etc. • Westlaw Next research to locate witnesses and obtain background information. • Social media research. • Locate and work with fact and experts witnesses for independent medical examinations, site inspections, trial, depositions etc. • Identify, retain and work with investigators or experts • Prepare trial disclosures; trial notebooks; and exhibits for use at trial. • Bill and enter time. • Handle multiple files, cases and legal projects of various types. • Maintain and follow a diary system for compliance and meeting deadlines.
2026-03-31T00:00:00Z

Paralegal

Boston, MA
onsite
Permanent
110000 - 150000 USD / Yearly
Our client, a successful full-service law firm, is seeking a Trusts & Estates Paralegal to join their team in Boston, Massachusetts. In this role, you will collaborate with attorneys to ensure the efficient administration of estate and probate matters. The position requires expertise in managing probate cases and a strong ability to handle complex legal documentation and processes. Location: Boston, MASchedule: Hybrid (4 days in, 1 day remote)Salary: $110,000 - $150,000 (DOE) Responsibilities:<ul><li>Assist estate administrators and executors with all phases of estate administration</li><li>Coordinate the collection and valuation of estate assets</li><li>Prepare and organize financial documentation, including income and estate-related documents</li><li>E-file and manage documents in Probate Court</li><li>Monitor court deadlines and ensure compliance with statutory requirements </li><li>Draft and file probate petitions and related court pleadings</li><li>Prepare notices, inventories, accountings, and other required probate filings</li><li>Coordinate distribution of estate assets to beneficiaries</li><li>Communicate with clients, beneficiaries, financial institutions, and court personnel</li><li>Maintain detailed case management records and organize electronic and physical files</li></ul>
2026-04-08T00:00:00Z

Paralegal

Wilmington, DE
remote
Temporary
28.5 - 30 USD / Hourly
We are looking for a detail-oriented and proactive Paralegal to join our team on a long-term contract basis in Wilmington, Delaware. This role offers an excellent opportunity to work closely with clients, attorneys, and legal teams to ensure the efficient handling of case management and legal documentation. If you are skilled in managing deadlines, conducting legal research, and maintaining organized client files, we encourage you to apply. Responsibilities: • Respond promptly to client inquiries and manage incoming and outgoing correspondence. • Order, track, and review medical records to gather evidence for case documentation, ensuring follow-ups are completed as needed. • Calendar and maintain client-related deadlines, including statutes of limitations and discovery schedules. • Prepare and submit discovery responses, including interrogatories, Plaintiff Fact Sheets, Plaintiff Profile Forms, and Census Forms, while addressing related deficiencies. • Collaborate closely with the Client Service Specialist team to effectively manage client needs and objectives. • Work with litigation teams to ensure client files are complete, discovery deadlines are met, and cases are prepared for trial. • Conduct thorough legal research using tools such as Westlaw, LexisNexis, and other public-access resources. • Utilize Microsoft Word and Excel for project management and documentation. • Manage and organize case files using case management software. • Support billing and administrative functions related to legal case management.
2026-03-24T00:00:00Z

Paralegal

Columbia, SC
onsite
Permanent
80000 - 100000 USD / Yearly
We are looking for a detail-oriented Trial Paralegal to support our legal team in Columbia, South Carolina. The ideal candidate will have a strong background in trial litigation and preparation, along with experience managing case files and working with discovery processes. This role offers an opportunity to contribute to complex legal matters while ensuring efficient case management. Responsibilities:• Conduct thorough legal research and compile relevant information to support case strategies.• Manage discovery processes, including drafting requests, organizing responses, and reviewing documents.• Prepare trial materials, such as exhibits, briefs, and witness lists, ensuring accuracy and completeness.• Collaborate with attorneys to develop case strategies and timelines.• Utilize case management software to track deadlines, organize files, and maintain accurate records.• Assist in drafting and editing legal documents, including pleadings and correspondence.• Coordinate with clients, witnesses, and experts to gather necessary information and facilitate case preparation.• Monitor case progress and provide regular updates to attorneys regarding key developments.• Ensure compliance with legal procedures and court regulations throughout all case stages.
2026-04-02T00:00:00Z

Paralegal

Franklin, TN
onsite
Permanent
45000 - 70000 USD / Yearly
We are looking for a dedicated Paralegal to join our team in Franklin, Tennessee. This role involves providing essential legal support in estate planning, probate, wills and trusts. The ideal candidate will bring strong organizational skills and a keen attention to detail to manage client files effectively and ensure smooth legal proceedings. Responsibilities:• Conduct thorough research and analysis to support client needs.• Assist with drafting, reviewing, and organizing legal documents.• Utilize case management software to track deadlines, documentation, and progress.• Coordinate with clients along the way.
2026-04-16T00:00:00Z

Paralegal

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a highly skilled Family Law Paralegal to join our legal team in Dallas, Texas. This role requires an individual with extensive experience in Texas Family Law, who is capable of handling diverse legal tasks and supporting attorneys in various stages of case management. The ideal candidate will possess exceptional organizational skills, attention to detail, and the ability to thrive in a dynamic legal environment. Responsibilities:• Draft and prepare legal documents such as pleadings, motions, divorce decrees, and court orders for attorney review and approval.• Communicate with clients and create spreadsheets and documents for Inventory and Appraisement as well as Proposed Support Decisions.• File legal pleadings with court clerks and ensure timely submission.• Coordinate service and delivery of subpoenas to witnesses and parties involved in cases.• Conduct intake calls with potential clients and assist attorneys in preparing for initial consultations.• Support attorneys in preparing for mediations, depositions, hearings, trials, and conferences.• Collaborate with attorneys to address and resolve recurring issues in family law cases.• Draft and manage discovery requests, maintain calendars for deadlines, and compose correspondence to opposing counsel or parties.• Guide clients in complying with discovery requests and assist in compiling required documentation.You have endless potential! Email your resume directly to:rosemarie.jones<at> roberthalf.<com>
2026-03-20T00:00:00Z

Paralegal

Denver, CO
onsite
Permanent
90000 - 98000 USD / Yearly
Litigation Paralegal Our client, a busy litigation firm seeks a medical malpractice or plaintiffs personal injury litigation paralegal with 5 plus years' experience in complex medical malpractice/personal injury litigation cases and high-end personal injury litigation. You will be responsible for conducting electronic searches; indexing, docketing, organizing medical records, drafting complaints, drafting disclosures, responding to discovery requests, scheduling, trial preparation, client contact, and case support to the attorneys. A college degree and/or paralegal certificate are highly preferred. You must have strong organizational skills, ability to work independently and prioritize workload effectively. Attention to detail, strong editing, and proofreading skills are required for this position. Strong Office Suite and Technology skills are required for this position. The firm offers a competitive salary, excellent benefits, and a sharp team to work with. If you are qualified for this position, please e-mail your resume to Director, mala.saraogi@roberthalf [dot] [com] for immediate consideration!
2026-03-23T00:00:00Z

Paralegal

Chicago, IL
onsite
Temporary
33.25 - 38.5 USD / Hourly
We are looking for an experienced Paralegal to join our team on a long-term contract basis in Chicago, Illinois. The ideal candidate will have a strong background in bankruptcy law and motion practice, with the ability to manage case tracking and calendaring effectively. This position offers the opportunity to contribute to a dynamic legal environment while supporting key operations. Responsibilities: • Prepare and file motions and adversary proceedings in bankruptcy court with precision and attention to detail. • Draft legal documents, including motions and bankruptcy case materials, ensuring accuracy and compliance with court requirements. • Monitor and track the progress of bankruptcy cases, maintaining an organized and up-to-date case file system. • Manage and update calendars for attorneys, ensuring deadlines and court dates are clearly communicated and met. • Coordinate with attorneys to provide case coverage and ensure all legal matters are handled efficiently. • Conduct research and compile information relevant to bankruptcy cases and motion practice. • Ensure timely and accurate filing of all legal documentation in accordance with court protocols. • Collaborate with the legal team to prepare for hearings and other court-related activities.
2026-04-16T00:00:00Z

Paralegal

Dallas, TX
onsite
Permanent
70000 - 85000 USD / Yearly
This popular Medical Malpractice (defense) firm is looking for an experienced Paralegal to join a prestigious medical malpractice defense law firm in Dallas, Texas. In this role, you will support a team of attorneys by managing litigation tasks, particularly in medical and dental malpractice cases, as well as regulatory board matters. The ideal candidate will bring a strong background in litigation, excellent organizational skills, and a proactive approach to handling complex legal documentation. Responsibilities:• Open and maintain case files to ensure proper organization and accessibility.• Manage litigation files, including ordering, tracking, and summarizing extensive medical and dental records.• Collaborate closely with attorneys and clients throughout all stages of litigation.• Handle e-filing and e-service for both State and Federal Court cases.• Ideal candidate will have defense Medical Malpractice law firm experience.• Communicate effectively with clients, experts, and other legal professionals to facilitate case progress.• Assist in preparing for trial, including organizing exhibits and managing discovery materials.You can take your positive attitude with you anywhere! Email your resume directly to:rosemarie.jones<at>roberthalf.<com>
2026-04-16T00:00:00Z

Paralegal

Dallas, TX
onsite
Temporary
32 - 38 USD / Hourly
Robert Half is partnered with a commercial litigation firm that is seeking an experienced and detail-oriented Litigation Paralegal to join our team. They specialize in construction, real estate, and business law, providing high-quality legal counsel to a diverse client base. This is an excellent opportunity to work in a collaborative environment with exposure to a variety of complex cases.Key Responsibilities:<ul><li>Support attorneys with case management, including organizing and maintaining case files across multiple practice areas (construction, real estate, and business law)</li><li>Conduct legal research and assist with drafting pleadings, motions, discovery requests/responses, and correspondence</li><li>Participate in trial preparation activities, including preparing trial binders, exhibits, subpoenas, and witness lists</li><li>Manage eDiscovery processes, including document review, production, and maintaining databases</li><li>Coordinate communications with clients, experts, witnesses, and court personnel</li><li>Assist with investigation, fact gathering, and preparation for depositions and hearings</li><li>File legal documents at state and federal court levels as needed</li></ul>
2026-04-15T00:00:00Z

Paralegal

Encino, CA
onsite
Permanent
120000 - 160000 USD / Yearly
A well-established global advisory firm is looking for a Bankruptcy Paralegal to join its Encino team. This role supports sophisticated Chapter 11 matters and involves hands-on work with post-confirmation administration, creditor distributions, tax-related claims, and ongoing case management. You will work closely with attorneys and tax professionals, help keep reporting and filing deadlines on track, manage case data, and handle communications with creditors and other key parties. This is a great fit for someone who enjoys complex work, likes being an essential part of a small team, and thrives in a structured, fast-moving environment. The role is 100% onsite, and the office hours are 9 am to 5 pm. The salary for this role is $120,000 to $160,000 and the firm offers medical, dental, vision, and life insurance.
2026-04-03T00:00:00Z

Paralegal

Redwood City, CA
onsite
Permanent
75000 - 95000 USD / Yearly
We are looking for an experienced Paralegal to join our litigation team. This role focuses on supporting complex litigation cases, requiring someone who thrives in a fast-paced environment and is skilled at managing multiple priorities. The ideal candidate will be detail-oriented, proactive, and adept at collaborating with attorneys and senior paralegals to ensure the efficient progression of legal matters. Responsibilities:• Assist litigation teams in managing cases through all stages, from initial filings to trial.• Review, cite-check, and prepare legal documents for court submissions.• Handle electronic filing and service of legal documents while ensuring compliance with court procedures.• Organize and maintain case files, including deposition indexes and production databases.• Support document production efforts and update databases with relevant case information.• Coordinate trial preparations and provide on-site support during proceedings.• Collaborate closely with senior paralegals and attorneys to ensure seamless case management.• Work overtime as needed to meet deadlines and support litigation demands.
2026-03-24T00:00:00Z

Paralegal

Emeryville, CA
onsite
Contract / Temporary to Hire
30 - 40 USD / Hourly
A plaintiff‑side civil litigation firm in Emeryville focused on asbestos litigation is seeking a Paralegal for a contract‑to‑hire opportunity to support its team amid a high‑volume caseload. This role is onsite and is best suited for someone who thrives in a fast‑paced, collaborative office environment.The practice is ideally seeking a paralegal with plaintiff‑side experience who can help the team stay organized and on track. The firm is open to candidates with a solid litigation foundation, particularly those comfortable supporting multiple attorneys and juggling a busy docket. Responsibilities<ul><li>Support multiple attorneys on asbestos litigation matters</li><li>Assist with discovery, including drafting and organizing responses, managing productions, and tracking deadlines</li><li>Prepare and maintain motion shells and assist with filings</li><li>Manage a high volume of active cases and shifting priorities</li><li>Organize pleadings, correspondence, and case materials with strong attention to detail</li><li>Work within a structured, hierarchical team environment while responding to competing attorney needs</li></ul>
2026-04-14T00:00:00Z

Paralegal

New York, NY
onsite
Permanent
95000 - 115000 USD / Yearly
Role: Landlord-Tenant ParalegalLocation: Midtown ManhattanSalary: $95K - $115K with bonus potential Schedule: 9am - 5pm; Fully in office but remote flexibility is available Comprehensive benefits & PTO We are seeking a highly skilled and experienced Landlord-Tenant Paralegal to join our team. The ideal candidate will have 6+ years of experience handling landlord-tenant matters in New York City including cooperative landlord-tenant matters and be adept at managing multiple cases, preparing legal documents, conducting legal research, and supporting attorneys through all phases of litigation. This role includes performing ad hoc assignments as needed to support the firm's evolving needs. Responsibilities:<ul><li>Draft and revise legal documents, including Notices to Cure, Notices of Default, Rent Demands, Petitions, Stipulations of Settlement, Rent Demands, and legal correspondence.</li><li>Draft and revise real estate documents such as contracts of sale, riders, leases, and closing statements.</li><li>Proofread and ensure the accuracy of all legal filings before submission.</li><li>Coordinate court filings and e-filings using NYSCEF, ensuring compliance with legal deadlines.</li><li>Liaise with process servers, court clerks, etc. to ensure timely and accurate filings.</li><li>Communicate directly with clients and coordinate with lenders.</li><li>Assist attorneys in preparing for trials and administrative hearings by organizing exhibits, witness lists, and case summaries. Attend court proceedings as needed.</li><li>Conduct thorough legal research using LexisNexis and Westlaw. Stay updated on changes in NY landlord-tenant laws, particularly in relation to coops, including Mitchell-Lama’s.</li><li>Ad-hoc duties as needed.</li></ul>
2026-04-17T00:00:00Z

Associate Financial Planner

Frisco, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for an Associate Financial Planner to join our team in Dallas, Texas. In this role, you will assist in delivering comprehensive financial planning services to clients, including tax planning, investment analysis, and retirement strategy optimization. You will work closely with the Financial Planner and other team members to ensure seamless client support and accurate financial reporting. Responsibilities:• Prepare and update client consultation files in collaboration with the Data Input Specialist for annual meetings.• Support the Financial Planner in identifying and implementing tailored planning opportunities for clients.• Assist clients and the Financial Planner in executing financial strategies and recommendations throughout the year.• Conduct reviews of annual income tax returns and develop accurate year-end tax projections.• Perform financial analysis and tax planning for clients' business units to optimize outcomes.• Participate in annual client meetings alongside the Financial Planner to discuss financial goals and progress.• Review and reconcile current investment asset allocations to ensure alignment with client objectives.• Analyze and optimize retirement plans based on annual goals and client-specific needs.• Coordinate with internal teams and external vendors to facilitate the implementation of financial plans.• Provide training and review the work of the Data Input Specialist to ensure accuracy and consistency.
2026-03-31T00:00:00Z

Financial Planning Analyst

Albany, NY
onsite
Permanent
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.
2026-03-23T00:00:00Z

Planning Data Specialist

Austin, TX
remote
Temporary
16 - 18 USD / Hourly
We are seeking a Planning Data Specialist to support the collection and maintenance of project‑level intelligence within assigned construction markets. This role focuses on identifying, validating, and documenting active and upcoming construction activity using a combination of direct outreach and digital research. Information gathered is accurately entered into internal systems to ensure reporting is current, complete, and reliable. Key Responsibilities<ul><li>Build foundational knowledge of construction markets, projects, and industry stakeholders</li><li>Develop proficiency in internal data tools, forecasting resources, and designated research platforms</li><li>Perform outbound research activities including phone outreach, email communication, and web‑based investigation to gather project details</li><li>Validate, update, and input project data with a high level of accuracy and consistency</li><li>Ensure assigned projects are processed efficiently and sequenced appropriately to maximize coverage</li><li>Complete required documentation supporting research methodologies and data sources</li><li>Track and meet individual productivity and accuracy benchmarks</li><li>Support territory‑based or cross‑team data initiatives while adhering to established deadlines and standards</li></ul>
2026-04-17T00:00:00Z

Meeting Planner

McLean, VA
onsite
Temporary
20 - 21 USD / Hourly
Our company is seeking an organized, detail-oriented Meeting Planner to manage the planning and execution of meetings, conferences, and events. In this critical role, you will collaborate with internal teams, external vendors, and clients to create memorable experiences that align with organizational goals and brand standards. This position is onsite Monday to Friday and is an opportunity to work for a non-profit organization that offers an excellent benefits package. Responsibilities<ul><li>Coordinate and manage all aspects of meetings and events, including site selection, contract negotiation, budgeting, logistics, catering, transportation, audio/visual requirements, and on-site management.</li><li>Partner with internal and external stakeholders to determine event objectives and logistics.</li><li>Develop detailed timelines, checklists, and floorplans to ensure seamless event execution.</li><li>Monitor and track budget compliance; prepare post-event expense reports and analyses.</li><li>Negotiate with vendors and suppliers to achieve the best value while maintaining high-quality service.</li><li>Manage registration processes, attendee lists, and communications.</li><li>Troubleshoot and resolve issues effectively in real-time during events.</li><li>Maintain accurate records and documentation.</li></ul>
2026-03-30T00:00:00Z

Supply Management Planner

Waterloo, IA
onsite
Temporary
23 - 25 USD / Hourly
Are you organized, detail‑oriented, and enjoy working with suppliers to keep things moving? This Supply Management Planner role is a great opportunity to gain hands‑on experience supporting the delivery of purchased parts in a fast‑paced, team‑oriented environment. You’ll play an important role behind the scenes—coordinating with suppliers and internal partners to ensure materials arrive on time and operations stay on track. What You’ll DoManage and track the delivery of purchased parts from both internal and external suppliersCommunicate regularly with suppliers and internal teams to address delivery timing, questions, or issuesUse Microsoft Office, especially Excel, to support daily planning, tracking, and reportingSupport material flow across one or more locations to meet operational needs Schedule & Work Environment1st shift: 7:00 AM – 3:30 PMPotential for overtime, based on workloadFully onsite role with a business casual dress codeMay require occasional driving between sites or other Deere locations using a personal vehicle Additional DetailsVisa sponsorship is not available, now or in the near future, for this position
2026-04-13T00:00:00Z

Supply Management Planner

Ankeny, IA
onsite
Temporary
23 - 25 USD / Hourly
Are you detail-oriented, organized, and eager to grow your career in supply chain? We are seeking a Supply Management Planner to support the coordination and delivery of purchased parts across multiple locations. This role works closely with both suppliers and internal teams to ensure materials are delivered on time and operations continue running smoothly. This is a great opportunity for someone who enjoys problem solving, communicating with different teams, and working in a fast-paced environment. Details:Fully onsite position in Ankeny, IASchedule: Monday – Friday, 7:00 AM – 3:30 PMVisa sponsorship is not available now or in the future for this role What You’ll Do- Coordinate and manage delivery of purchased parts from internal and external suppliers- Communicate with suppliers and internal teams to track shipments and resolve issues- Monitor supply activity and maintain accurate records- Utilize Microsoft Excel and other Microsoft Office tools for daily reporting and tracking- Support supply chain operations across one or more locations
2026-04-13T00:00:00Z

Financial Planning & Analysis Manager

Mechanicsburg, PA
onsite
Permanent
120000 - 140000 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.
2026-04-02T00:00:00Z

Financial Planning & Analysis Manager

Chicago, IL
onsite
Permanent
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>
2026-04-07T00:00:00Z

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent
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.
2026-03-30T00:00:00Z

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