Financial Planning Team Lead Guardian LifeFinancial Planning Team LeadNew York, NY$132,420–$217,545 / yearThe role will partner closely with Group Distribution and other enterprise stakeholders to build the Guardian Wealth Partners practice, strengthen connectivity across business lines, and ensure the offering is positioned as a compelling wealth management solution for clients across different targeted segmentations ranging from mass affluent to high net worth through a combination of fully digital and hybrid engagement models. In addition to overseeing the GWP Planning team and client delivery, this leader will play a critical role in developing and executing the client acquisition go-to-market strategy for Guardian Wealth Partners, including target client segments, referral pathways, distribution partnerships, and scalable engagement models.
Director, Financial Planning & Analysis 4over, Inc.Director, Financial Planning & Analysismoonachie, NJ$175,000–$220,000 / yearReporting directly to the Vice President of Finance & Accounting, this role serves as a trusted business partner to Executive Leadership and plays a critical leadership role in driving profitable growth, improving operational performance, optimizing capital allocation, strengthening liquidity, and maximizing enterprise value. The Director leads the Company's budgeting, forecasting, financial modeling, lender reporting, private equity reporting, business intelligence, KPI reporting, and long-range planning processes while managing the Business Intelligence & Commercial Analytics function.
Associate/Assistant Vice President, Financial Planning & Analysis Antares CapitalAssociate/Assistant Vice President, Financial Planning & AnalysisNew York, NY$120,000–$135,000 / yearSpecific tasks and projects will cover 1) financial modeling of income, balance sheet and cash liquidity needs, 2) preparation of asset management budgets and forecasts by fund and in aggregate, 3) the creation and enhancement of management reporting for actual asset management results by product, 4) expense monitoring, and 5) other ad hoc financial projects related to asset management as requested by the CFO, executive committee, board of directors as well as the Company's strategic owners. Strategic thinking and decision making: Uses solid business knowledge and data to make logical decisions about complex day-to-day technical and operational problems, improves existing solutions, plans ahead, and ensures work reflects stakeholder needs and broader organizational impacts.
NewFinancial Planning & Analysis Coordinator Audemars PiguetFinancial Planning & Analysis CoordinatorNew York, NY$33–$37 / hourAssist in preparing monthly financial reports, variance analyses, management reporting, and performance dashboards, identifying key business drivers, risks, opportunities, and actionable insights for leadership. Develop, maintain, and enhance financial models, forecasting tools, workflow automations, and AI-driven solutions to improve planning, reporting accuracy, efficiency, and analytical capabilities.
Director, Financial Planning and Analysis (FP&A) Prenuvo IncDirector, Financial Planning and Analysis (FP&A)NY$200,000–$230,000 / yearThe ideal candidate is equally comfortable building detailed driver-based models, challenging assumptions with business partners, and explaining the implications to senior leadership and the Board. Build and maintain driver-based models connecting leads, bookings, cancellations, completed scans, pricing, discounts, product and channel mix, location capacity, and revenue recognition.
Manager Financial Planning and Analysis Automatic Data Processing IncManager Financial Planning and AnalysisRoseland, NJYou build strong partnerships across finance and corporate functions, proactively identify risks and opportunities, and take pride in delivering high-quality work in a fast-paced environment. Expertise in financial modeling and reporting, including developing and maintaining financial models and analytical tools to support financial performance management, scenario analysis, strategic initiatives, and executive decision-making.
Manager, Financial Planning & Analysis Capital One Financial CorpManager, Financial Planning & AnalysisNew York, NY$151,900–$173,400 / yearStrategic-Minded & Proactive: A strong business sense with an intrinsic drive to anticipate needs, understand changing tech/industry forces, navigate white space comfortably, and see the bigger picture beyond the numbers to guide leadership through complex decisions. Intellectually Curious & Transparent: High personal and professional integrity, coupled with exceptional problem-solving skills, a desire to solve big problems, dig deeply into the truth through data, and maintain a high bar for excellence.
Manager, Financial Planning & Analysis Vibrant Emotional HealthManager, Financial Planning & AnalysisNew York, New YorkAct as principal liaison between program directors to communicate financial positions, provide reports on program sustainability and performance targets, monitor and approve hiring, and all changes to projected expenses. Work closely with program directors in developing funding requests such as RFP applications; develop and maintain financial models to support new and expanded program services.
Manager, Financial Planning and Analysis Capital One Financial CorpManager, Financial Planning and AnalysisNew York, NY$138,100–$157,700 / yearStrategic Partnership: Partner closely with business leaders to provide strategic finance and accounting perspectives on net-new initiatives, customer engagements, and commercial pricing terms. Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
Financial Planning & Analysis Senior Associate The Depository Trust & Clearing CorpFinancial Planning & Analysis Senior AssociateJersey City, NJIndustry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. Lead month-end close activities within FP&A including partnering with the Accounting team, summarizing the drivers for FP&A leadership, leading the internal FP&A variance analysis discussions, and consolidating the overall P&L narrative for monthly executive reporting.
Manager of Financial Planning and Analysis (CEMI)- 2 Year Appointment Weill Cornell Medical CollegeManager of Financial Planning and Analysis (CEMI)- 2 Year AppointmentNew York, NY$144,600–$160,500 / yearAbility to speak and translate issues/problems to leadership, work with different data sources and draw correlation between data, aggregate voluminous data and be able to work through noise and distill important facts. Maintain reporting systems to provide timely and accurate financial information and create dashboards and presentations for executive leadership, highlighting key financial metrics and business insights.
Financial Planning & Analysis Lead EmblemHealth IncFinancial Planning & Analysis LeadNew York, NY$77,760–$149,040 / yearPrepare high volumes of financial reports and presentations for Senior Management, including P&L and enrollment reporting with multiple views of results from high level to product level and cross walks among P&L data. Support initiatives targeted at financial processes improvement and implementation of changes to achieve efficiencies and quality improvements in the areas of financial reporting and analysis.
Product Manager, SAP SAC Financial Planning & Analytics (FP&A) Inizio Partners CorpProduct Manager, SAP SAC Financial Planning & Analytics (FP&A)Bridgewater, New JerseyWorking closely with Finance, Technology, Data, and regional users, the Product Owner gathers and prioritizes requirements, manages the enhancement backlog, oversees system performance, and partners with support teams to resolve issues promptly. Environment Governance & Release Management – skilled in managing dev/test/prod environments, coordinating releases, running regression testing, and preventing production disruptions.
Financial Planning & Analysis Analyst JCCs of North AmericaFinancial Planning & Analysis AnalystNew York, NYRemoteThis involves working closely with various stakeholders throughout the organization to coordinate efforts, consolidate and analyze budget submissions, and prepare comprehensive management reports and presentations that summarize the budget outcomes.\n Playing a key role in the monthly forecasting process by coordinating with stakeholders, consolidating and analyzing forecasts, and preparing management reports and presentations. Responsibilities include financial planning, budgeting, forecasting, and reporting, as well as providing support for key business initiatives that drive the organization's operational, development, and financial objectives.\n \nAdditionally, the FP&A Analyst will have the opportunity to contribute to and lead financial modeling efforts for the organization's annual five-year operating plan and budget, corporate covenant requirements, and the JCC's plans and objectives.
Veterans Transition Program -Associate, Financial Planning & Analysis BlackRockVeterans Transition Program -Associate, Financial Planning & AnalysisNew York, New YorkStrategic Finance plays a central role in budgeting and forecasting, enterprise planning, and high-impact initiatives – helping to define firmwide priorities, inform strategic decisions, and drive long-term value creation across global markets. Join teams and have an immediate impact; Immerse themselves in the work of their teams; Gain an understanding of how BlackRock serves its clients; Be supported through training and mentorship; Get exposure to senior leaders; Participate in social and networking opportunities.
Senior Financial Planning Specialist (CFP Required) YourStakeSenior Financial Planning Specialist (CFP Required)Brooklyn, NYRemote$80,000–$120,000We strive to be the leading hub for values-aligned advisors, helping clients navigate this transformative time for the world with holistic financial life planning, and drive impact through centralizing shareholder engagement and private high-impact investing efforts. YourStake, the leading software company in the values-aligned wealthtech space, has acquired Formative to build something new: a modern, tech-enabled platform purpose-built for values-aligned financial advisors.
Senior Financial Planning & Investment Strategist H Cap ConnectSenior Financial Planning & Investment StrategistParsippany, New JerseyThis role serves as a key technical resource to the firm's advisors, bringing together financial planning, investment analysis, tax planning, risk management, estate planning, and client financial data to prepare advisors for sophisticated client conversations. Direct experience with every platform is not required ; however, candidates should have significant experience with financial planning and investment technology and be comfortable learning new platforms.
Treasury & Financial Planning Summer Internship - Short Hills, NJ (Hybrid) Selective Insurance Group IncTreasury & Financial Planning Summer Internship - Short Hills, NJ (Hybrid)NJ$22–$25 / hourSelective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards and honors, including listing in Forbes Best Midsize Employers in 2025 and certification as a Great Place to Work in 2025 for the sixth consecutive year. Selective Insurance offers a total rewards package that includes a competitive base salary, incentive plan eligibility at all levels, and a wide array of benefits designed to help you and your family stay healthy, achieve your financial goals, and balance the demands of your work and personal life.
Intern, Financial Planning MarinerIntern, Financial PlanningFlorham Park, New JerseyThe Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information.
Tax CPA - Private Client & Financial Planning AlphaHireTax CPA - Private Client & Financial PlanningParamus, NJThis opportunity is ideal for a CPA who enjoys working directly with individuals, families, and small-business owners and is interested in developing beyond traditional tax preparation into financial planning, retirement planning, estate planning, and wealth advisory services. We are a growing CPA and wealth advisory firm seeking a motivated, client-focused Tax CPA to join our team.