10 results for Financial Planning Analysis Manager in Urbandale, IA

VP of Accounting/Corporate Controller Robert Half is working with a healthcare organization in Des Moines seeking to hire a VP of Accounting/Corporate Controller. The chosen candidate will play a crucial role in shaping financial strategy, maintaining the organization's financial health, and managing accounting operations. This role will involve financial analysis, budgeting, forecasting, and ensuring growth is sustainable and compliant. Responsibilities:• Oversee the creation and implementation of a finance and accounting organizational design that matches current and future business needs.• Develop and lead strategic financial planning and budget process.• Manage cash flow, working capital, and capital allocation strategies for optimal efficiency.• Implement predictive tools, systems, and models to make actionable recommendations that drive performance outcomes.• Ensure the preparation and accuracy of all financial reporting.• Identify potential financial risks and work with the Leadership Team to develop mitigation strategies.• Transition from current accounting system to industry-specific ERP software.• Develop a culture of accountability, integrity, ethics, and transparency within the finance and accounting department.• Provide actionable financial insights to the CEO, Leadership Team, and Shareholders to guide decisions on all financial matters.• Develop and maintain standard operating procedures within the finance and accounting department.• Implement improvements in treasury functions

Director/Manager Financial Reporting Out West Des Moines client is hiring so we are currently seeking a dedicated Manager for STAT Financial Reporting and Accounting. This individual will be responsible for the compilation and review of statutory-basis filings and related supporting documentation, and the maintenance and improvement of existing statutory reporting processes and controls.The role involves the preparation and review of annual audited financial statements for insurance entities, as well as non-insurance subsidiaries. Moreover, this role acts as the operational owner for existing and pending reinsurance contract settlement processes. The incumbent will also serve as a bridge between the Accounting department and other business areas, particularly in matters related to reinsurance settlements.Key Responsibilities:• Oversee the preparation and review of quarterly and annual statutory financial statements. • Led multiple Accounting team members in completing daily, weekly, and monthly accounting and reporting tasks. • Manage a diverse team of employees, handling everything from employee selection to performance management and employee development. • Conduct analysis of statutory balances during quarterly and annual reporting processes. • Prepare and/or review audited financial statements and coordinate with external auditors as needed. • Verify account reconciliations and ledgers for statutory reporting. • Complete and/or review various workpapers and statutory filings. • Monitor emerging statutory guidance to identify items relevant to AEL’s insurance companies. • Improve upon existing statutory reporting processes and controls. • Enhance existing reinsurance settlement processes and controls. • Assist internal auditors as required. • Handle additional duties and projects as assigned.If you are detail-oriented, have a knack for leading teams, and have a strong background in accounting and financial reporting, we want to hear from you!

Accounting Manager/Supervisor We are looking for an experienced Accounting Manager/Supervisor to join our team in Des Moines, Iowa. In this role, you will lead key financial reporting processes, ensuring compliance with statutory regulations while driving efficiency and accuracy across operations. This position offers an opportunity to collaborate with internal departments and external auditors to deliver high-quality financial insights and solutions. Responsibilities: • Oversee and approve journal entries during the financial close process, ensuring accurate ledger reconciliations and insightful analysis of business trends. • Manage quarterly reinsurance settlements, ensuring compliance and timely reporting. • Perform and review monthly balance sheet and transaction reconciliations to maintain financial integrity. • Supervise the preparation and review of quarterly and annual statutory filings for life and health insurance companies, coordinating with various departments to meet deadlines. • Prepare and review financial statements and reports required by auditors and regulatory agencies, providing detailed financial analysis and project support. • Assist with external audits and examinations by compiling work papers, analyzing data, and preparing reports. • Research and respond to ad-hoc requests, including life and annuity business analysis, rating agency data, and inquiries from state insurance departments. • Evaluate internal controls, recommending improvements to workflows and procedures to enhance reporting accuracy and efficiency.

VP/Director of Finance Robert Half is looking for a results-driven Investments Director to oversee and manage a diverse investment portfolio and lead investment accounting staff. This key leadership role involves ensuring compliance with accounting standards, driving financial performance, and fostering a high-performing team. The ideal candidate will bring expertise in investment accounting, exceptional leadership skills, and a deep understanding of the insurance industry. Key Responsibilities:<ul><li>Oversee the management and reporting of the company’s investment portfolio.</li><li>Ensure all investment-related activities comply with GAAP and statutory accounting standards.</li><li>Ability to collaborate internally and externally with business partners.</li><li>Cultivate a results-oriented culture within the Investment Accounting team.</li><li>Lead, mentor, and develop the Investment Accounting team to achieve operational excellence.</li><li>Maintain accurate financial records using accounting software systems.</li><li>Conduct financial analyses of investments to inform strategic decision-making.</li><li>Produce comprehensive financial reports to monitor and evaluate portfolio performance.</li><li>Leverage knowledge of the life insurance industry to enhance investment strategies</li></ul>

Staff Accountant Are you looking to join a thriving organization that values collaboration, innovation, and professional growth? We are seeking a dedicated Senior Staff Accountant to become an integral part of our finance team. This role is designed for someone who excels in problem-solving, thrives in a fast-paced environment, and focuses on accuracy and efficiency in financial processes.Job Responsibilities:<ul><li>Month-End Close: Execute month-end financial processes for multiple entities, including preparing reconciliations, journal entries, and variance analysis to ensure accurate financial statements.</li><li>Intercompany Transactions: Effectively manage intercompany items, including transfers, reconciliations, and allocations to streamline corporate financial processes.</li><li>Budget Review: Analyze budgets to facilitate informed decision-making across departments and highlight discrepancies or opportunities.</li><li>General Ledger Management: Review GL codes for AP entries and ensure transactions are appropriately categorized and compliant with accounting policies.</li><li>Cash Flow Projections: Prepare AR forecasts and cash flow projections to assist leadership with financial planning and liquidity optimization.</li><li>Banking Transactions: Handle day-to-day banking operations, including wire transfers, deposits, and reconciliations.</li><li>Investigations and Resolution: Actively identify and resolve discrepancies within financial records, minimizing risk and improving operational accuracy.</li><li>Audit Support: Serve as the finance team’s primary liaison for both internal and external audits, ensuring the organization is fully prepared and compliant.</li><li>Year-End Close: Coordinate and execute year-end adjustments, prepare tax-related entries, and assist in complying with annual reporting requirements.</li><li>Process Improvement: Continuously evaluate and recommend improvements to financial processes to contribute to operational efficiency and scalability.</li></ul>Why Consider this Opportunity?<ul><li>Professional Growth: The role offers exposure to challenging projects with opportunities to expand your expertise and contribute to meaningful outcomes.</li><li>Dynamic Work Environment: Join a fast-paced, highly collaborative team where innovation and continuous improvement are prioritized.</li><li>Impactful Role: Play a pivotal role in maintaining the financial integrity of the organization and driving accuracy across entities.</li><li>Competitive Compensation: Offers a competitive salary range plus opportunity for bonus potential.</li></ul>

Accounting Systems and Control Manager Robert Half is working with an esteemed insurance company in Des Moines in their search for Accounting Systems and Control Manager. The Accounting Systems and Control Manger will lead a small team responsible for ensuring accurate and timely financial reporting within compliance standards. The role emphasizes deep expertise in accounting systems, including Enterprise Resource Planning (ERP) platforms, Statutory Accounting Principles (SAP), and Generally Accepted Accounting Principles (GAAP), with a particular focus on the insurance industry. This position requires leadership in solving complex accounting issues, developing team talent, and fostering collaboration across departments and stakeholders. Key Responsibilities:Technical Accounting and Issue Resolution:<ul><li>Research and resolve complex accounting issues with a dual focus on SAP and GAAP, specifically within the insurance sector.</li><li>Oversee the accurate application of accounting principles while maintaining and improving internal controls.</li></ul>Financial Reporting:<ul><li>Manage the preparation and review of monthly, quarterly, and annual financial reports, ensuring compliance and accuracy with regulatory and corporate standards.</li><li>Supervise journal entries and reconciliation of account balances, ensuring strict adherence to internal control practices.</li></ul>System Expertise and Implementation:<ul><li>Maintain advanced knowledge of accounting systems, including ERP platforms (e.g., SAP) and legacy systems, to support workflows related to the general ledger and policy administration.</li><li>Lead system optimization initiatives, ensuring smooth execution of organizational changes impacting financial reporting.</li></ul>Team Leadership and Development:<ul><li>Coach, mentor, and manage the team to enhance technical proficiency, problem-solving abilities, and overall performance.</li><li>Foster an accountable, high-performing team culture that prioritizes continuous learning and improvement.</li></ul>Collaboration and Communication:<ul><li>Build relationships across departments, acting as a key liaison to proactively identify and execute financial reporting initiatives.</li><li>Train and guide the team in effectively managing complex communications, both within the organization and externally.</li></ul>Regulatory and Audit Support:<ul><li>Collaborate with external auditors and regulatory examiners, ensuring the team is equipped to handle key interactions.</li><li>Monitor changes in regulatory requirements, aligning processes and reporting practices to maintain compliance.</li></ul>Project Management:<ul><li>Assign, prioritize, and oversee execution of special projects, ensuring adherence to deadlines and departmental goals.</li><li>Maintain procedural documentation to support internal control frameworks and team activities.</li></ul>

Hyperion Application Developer We are looking for a skilled Hyperion Application Developer to join our team in West Des Moines, Iowa. This role offers a long-term contract opportunity for a detail-oriented individual with extensive expertise in Oracle EPM and Hyperion technologies. The ideal candidate will play a pivotal role in building and optimizing financial planning applications, integrating data systems, and enhancing reporting capabilities to support key business decisions. Responsibilities: • Develop and maintain Oracle Cloud Planning applications to support financial planning, budgeting, forecasting, and scenario modeling. • Create and manage data integrations using Oracle Automate, Data Management tools, and other financial platforms to ensure seamless data flow. • Implement system upgrades and enhancements to optimize performance and troubleshoot technical issues. • Design advanced financial reports and analytics using tools such as SmartView, Hyperion Financial Reporting, Essbase, and Groovy scripting. • Collaborate with cross-functional teams, including Finance and IT, to improve financial modeling and streamline processes. • Support deployment and change management efforts for system migrations and process improvements. • Build automated calculations and validations to enhance financial reporting accuracy and efficiency. • Optimize system infrastructure and performance through proactive monitoring and tuning. • Provide technical guidance and training to team members to ensure effective use of Hyperion applications.

Tax Director/Manager - Corporate We are on the hunt for a Tax Director/Manager - Corporate to be an integral part of our team. Based in Urbandale, Iowa, this role is pivotal in managing income tax provisions, supporting tax planning and forecasting, and overseeing tax diligence on new acquisitions and investments. This role is in the corporate sector and is a unique opportunity to contribute to an industry-leading company. Responsibilities: • Oversee the accurate and efficient processing of monthly income tax provisions • Assist in the consolidation process for tax account roll-forward schedules on a monthly basis • Prepare the quarterly tax reserve and manage estimates paid to federal and state authorities • Review and maintain accurate records of cash tax work papers • Contribute to tax planning and forecasting initiatives to optimize financial outcomes • Manage and oversee tax diligence for new acquisitions and investments, leading analysis from a tax perspective • Prepare and review property tax renderings and reports, and support all tax assessment valuations and abatements • Leverage skills in 'Annual Income Tax Provision', 'Tax - Multi-state', 'Tax - Corporate' to ensure effective tax management and compliance.

Controller Our client is a fast-paced, entrepreneurial company with a dynamic and high-performing team. We thrive on innovation, collaboration, and creative problem-solving. As we continue to grow, we are looking for an exceptional Controller to join our team and help drive our financial strategy while maintaining a positive work-life balance. We're not your typical corporate environment. We offer the unique opportunity to be part of a close-knit team that works hard but values personal time and growth. Our culture encourages both professional and personal development, offering a flexible work schedule, autonomy, and a supportive environment where your ideas are valued. Position Overview: As the Controller, you'll be a financial leader within our organization. You’ll work closely with the executive team to develop and implement strategies that ensure financial stability and growth. You’ll be responsible for overseeing all accounting operations, managing financial reporting, developing budgets, and optimizing internal controls. This role provides you with the unique chance to make a tangible impact on the company’s financial health while also helping to scale and grow our business. Key Responsibilities: Lead and manage all aspects of financial accounting, reporting, and analysis. Prepare and manage monthly, quarterly, and annual financial statements, including profit and loss, balance sheets, and cash flow statements. Develop, implement, and monitor budgeting and forecasting processes in alignment with business goals. Ensure accurate and timely financial reporting, while providing insights into financial performance and key metrics. Manage cash flow, investments, and working capital to support business operations. Oversee compliance with tax and regulatory requirements, ensuring the company stays up-to-date with financial laws. Develop and enforce internal controls, policies, and procedures to protect company assets. Collaborate with cross-functional teams to drive operational efficiencies and support business decision-making. Lead and mentor a small but highly capable finance team, fostering a collaborative environment. Provide strategic recommendations to the leadership team to support decision-making and growth strategies. What We’re Looking For: Proven experience as a Controller or similar senior finance role in a fast-growing, entrepreneurial environment. Strong knowledge of accounting principles (GAAP), financial reporting, and tax regulations. Experience with financial forecasting, budgeting, and analysis. Ability to work both independently and as part of a team in a fast-paced, dynamic environment. Excellent communication skills, with the ability to clearly present financial information to non-financial stakeholders. High level of attention to detail and accuracy. A proactive, solution-oriented mindset with the ability to adapt to changing business needs. Proven leadership experience and ability to mentor a small team. Bachelor’s degree in Accounting, Finance, or related field (CPA or MBA preferred).

Controller 📢 BIG 4 PUBLIC ACCOUNTANTS WHO HAVE TRANSITIONED INTO INDUSTRY AND LOVE TO BUILD….. this is an Exciting Growth Opportunity in Global Accounting Leadership Position! 🌎 Looking to take your accounting career to the next level? Our forward-thinking, globally integrated client is seeking a Accounting Manager passionate about building processes and driving meaningful change. With worldwide, ongoing M& A activity, and a strong emphasis on transforming their accounting function, this role is perfect for someone who thrives in ambiguous, high-growth environments.Reporting directly to senior leadership, you'll play a key role in consolidations, technical accounting, and process optimization while collaborating across regions like Asia, Europe, and North America. Limited travel, hands-on opportunities, and the chance to shape a global financial future await!✔️ Ideal candidate: CPA encouraged, strong US GAAP knowledge, Big 4 + corporate accounting experience, and a knack for digging into technical challenges. (Private equity, manufacturing, and M& A experience are bonuses!) ✔️ What you'll love: A supportive CFO passionate about growth, opportunities to build scalable systems, and a role that evolves with the business. ✔️ Core focus: Streamline close processes, build controls, support new entities in places like India and Singapore, and create efficiency in reporting systems.Ready to own change and drive impact? Let’s connect!