Financial Analyst, Financial Planning & Analysis Sophos LtdFinancial Analyst, Financial Planning & AnalysisNYRemote$78,000–$130,000 / yearSophos goes to market with a global partner ecosystem, including Managed Service Providers (MSPs), Managed Security Service Providers (MSSPs), resellers and distributors, marketplace integrations, and cyber risk partners, giving organizations the flexibility to choose trusted relationships when securing their business. Sophos offers industry-leading managed detection and response (MDR) alongside a comprehensive portfolio of cybersecurity technologies - including endpoint, network, email, and cloud security, extended detection and response (XDR), identity threat detection and response (ITDR), and next-gen SIEM.
Senior Director, Financial Planning & Analysis Quest Diagnostics IncSenior Director, Financial Planning & AnalysisSecaucus, NJ$180,000–$240,000 / yearQualifications: Bachelor's degree in accounting or finance is required CPA or MBA preferred Approximately 15+ years of professional accounting/finance experience Demonstrates a strong knowledge of operational and financial processes and practical application of financial and strategic analysis Demonstrates exceptional skill in working with senior management and the executive team Experience leading and managing a team CompetenciesLeadership: Be recognized as a leader in the Company's Finance function Demonstrate tactical and strategic thinking leadership skills Demonstrate a high level of integrity People Management: Excellent people management skills Motivate and develop staff Influencing: Challenge the status quo Possess strong change management skills Possess backbone, an ability to push back and hold ground Continually raise the bar Interpersonal: Excellent communication skills (both verbal and written) Presentation skills and ability (to highest level in organization) Demonstrate a sense of urgency: Possess an appropriate level of "fire in the belly" Hands-on manager Strong PC skills Attention to detail Excellent follow-up ability Process driven Customer service focused 61609Quest Diagnostics honors our service members and encourages veterans to apply. Collaboratively work with Business Partners (DIS and Regional Commercial and Operations leadership, Clinical Franchise leadership, Executive Finance Directors and DS Finance Directors and their teams) to provide insightful financial analysis with respect to consolidated results (including the key drivers of business performance), including budgets, forecasts and month-end results.
Associate Manager, Financial Planning MissionSquare RetirementAssociate Manager, Financial PlanningNY$84,880–$127,330 / yearWe focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. Present approved Deferred Compensation On‑Site seminars covering retirement planning, money and credit, estate planning, Social Security and Medicare, distribution planning, NYCE IRA, and tax planning topics.
Sr. Manager, Financial Planning & Analysis (FP&A)(NYC) Medidata Solutions IncSr. Manager, Financial Planning & Analysis (FP&A)(NYC)NY$135,000–$190,000 / yearCelebrating over 25 years of ground-breaking technological innovation across more than 38,000 trials and 12 million patients, Medidata offers industry-leading expertise, analytics-powered insights, and one of the largest clinical trial data sets in the industry. Drive the preparation and presentation of sophisticated monthly and quarterly financial reports and analyses to senior management and the executive leadership team, including comprehensive variance analysis, key performance indicators (KPIs), and strategic insights.
VP, Corporate Financial Planning and Analysis Gerson Lehrman Group IncVP, Corporate Financial Planning and AnalysisNY$162,000–$220,000 / yearWe connect global decision-makers-from hedge fund managers and private equity partners to strategy leaders at Fortune 500s-with the specific, authoritative voices required to answer their most critical questions. Strategic Decision Support: Provide decision support to senior leadership by evaluating investment opportunities, strategic initiatives, and business expansion plans.
Associate Director, Financial Planning and Analysis Geron CorpAssociate Director, Financial Planning and AnalysisParsippany, NJ$160,000–$175,000 / yearThe Associate Director will serve as a business partner who has the ability to work in a corporate planning system, including reporting applications, to support and collaborate with business functions to drive business decisions, growth, and profitability by analyzing financial data, identifying trends, and managing the system and data warehouse. Ability to coordinate and lead processes as well as process improvements involving cross-functional teams across multiple geographies with customer focus and a high level of integrity.
Senior Manager, Financial Planning & Analysis Ascot Group LtdSenior Manager, Financial Planning & AnalysisISELIN, NJ$170,000–$185,000 / yearCompany Benefits: The Company provides a competitive benefits package that includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Life Insurance, AD&D, Work/Life Resources (including Employee Assistance Program), and more. Position Overview: Reporting to the Director, Financial Planning & Analysis US, the Senior Manager, Financial Planning & Analysis will support and interface with corporate and business leaders on financial needs specially supporting: Workers Compensation, Captives, Shared Risk Casualty, and E&S Casualty.
Senior Financial Planning Analyst - R&D Bausch & Lomb IncSenior Financial Planning Analyst - R&DBridgewater, NJ$90,000–$120,000 / yearWe have a significant global research, development, manufacturing and commercial footprint of approximately 13,000 employees and a presence in approximately 100 countries, extending our reach to billions of potential customers across the globe. The Senior Financial Planning Analyst, R&D Finance, is a key member of the Financial Planning & Analysis team, providing strategic financial planning, forecasting, and analytical support to the Global Research & Development organization.
Sr. Manager Financial Planning & Analysis FP&ANYC Dassault Systemes SESr. Manager Financial Planning & Analysis FP&ANYCNY$135,000–$190,000 / yearCelebrating over 25 years of ground-breaking technological innovation across more than 38,000 trials and 12 million patients, Medidata offers industry-leading expertise, analytics-powered insights, and one of the largest clinical trial data sets in the industry. Drive the preparation and presentation of sophisticated monthly and quarterly financial reports and analyses to senior management and the executive leadership team, including comprehensive variance analysis, key performance indicators (KPIs), and strategic insights.
Vice President, Financial Planning & Analysis Shake Shack IncVice President, Financial Planning & AnalysisNY$255,793.75–$342,606.25 / yearThe Vice President, Financial Planning & Analysis is the strategic financial conscience of Shake Shack: a forward-looking, business-fluent leader who partners directly with the Chief Financial Officer and the broader executive team to shape how we grow, where we invest, and how we deliver against our long-term commitments to shareholders. Unit Economics & Operating Performance: Drive deep, repeatable analytics around price/mix/traffic, labor productivity, food and paper, four-wall margin, AUV ramp curves, cohort performance, and channel profitability, surfacing the insights that drive same-Shack sales and margin expansion.
Vice President, Financial Planning and Analysis Tradeweb Markets IncVice President, Financial Planning and AnalysisNY$110,000–$170,000 / yearAs the senior member of the FP&A team, you should expect to be an active participant working with business leaders and CFO in analyzing firmwide budgets and forecasts, as well as strategic opportunities and initiatives. Health Care and Dependent Care Flexible Spending Accounts: You may elect to set aside pre-tax earnings to pay for eligible health care and dependent day care expenses for you and your eligible family members.
Vice President of Financial Planning Analysis (Hybrid) Bel Fuse IncVice President of Financial Planning Analysis (Hybrid)West Orange, NJ$150,000–$240,000 / yearWhat You'll Need: 15+ years progressive leadership in FP&A, ideally within global manufacturing/electronics/industrial tech Proven ability to build and develop teams, including mentoring and upskilling talent joining FP&A from elsewhere Deep capability in budgeting/forecasting, financial modeling, and business partnering with senior stakeholders Experience with ERP/BI tools (e.g., D365/Oracle/Power BI) plus exposure to FX, transfer pricing, and global operations. What You'll Get: Direct strategic influence as a trusted advisor to the CFO, CEO, and executive leadership team Broad enterprise exposure across operations, commercial, R&D, and potential involvement in M&A and integration Compensation range of $150,000 to $240,000.
Financial Planning & Analysis (FP&A) Specialist Initio CapitalFinancial Planning & Analysis (FP&A) SpecialistNew York, NY$145,000–$185,000It is provided to help job seekers understand the responsibilities and qualifications typically associated with early- to mid-career FP&A and strategic finance roles. This job description represents a sample Financial Planning & Analysis (FP&A) Specialist position commonly found through the Career Launch AI Talent Network .
Financial Planning & Analysis (FP&A) Analyst Delta Dental of California Inc.Financial Planning & Analysis (FP&A) AnalystNY$56,900–$119,200 / yearSupports monthly financial performance reporting and communications, including variance analysis, to functional and finance leaders Collaborates with cross-functional teams to perform sophisticated, high-impact persuasive analysis that drives strategic decision-making for all areas of the business. Interprets financial and other data to deliver insights and support decision making for business partners Drives planning, budgeting and forecasting process by partnering with business owners.
Financial Planning and Analysis Manager ICONMA, LLCFinancial Planning and Analysis ManagerJersey City, NJ$15.49–$58.35 / hourResponsibilities: Financial control/budgeting and consolidation, contract management and governance, personnel processes, audit/compliance, premises, and coordination of certain projects, process improvement, or communication. Advanced/Expert MS Office skills, especially Excel and PowerPoint, Extremely organized/excellent time management skills.
Financial Planning Analyst ApTaskFinancial Planning AnalystNew York, NY$40–$44.45 / hourThis is a contingent role within the Financial Planning & Analysis team (FP&A), which is responsible for the firm's budget, forecast, internal management reporting and financial analysis to provide insight into the firm's current and expected financial performance. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management.
Financial Planning and Analysis Manager Hearst Communications IncFinancial Planning and Analysis ManagerNew York, NY$145,000–$160,000 / yearThe Manager, Financial Planning & Analysis is a key member of the Corporate Finance team, responsible for supporting month-end close, financial planning, forecasting, reporting, and strategic analysis across Hearst Television''s Distribution and Streaming business. Reporting to the VP, Budget and Financial Planning, this role partners closely with finance leadership and operational business leaders to drive accurate forecasting, actionable insights, and data-driven decision making.
U.S. Banks Financial Planning & Analysis - Director Morgan StanleyU.S. Banks Financial Planning & Analysis - DirectorNY$90,000–$155,000 / yearDepartment Description: Within U.S. Banks, the Financial Planning & Analysis (FP&A) function is responsible for producing the Annual Strategic Plan and periodical forecasts, leading Balance Sheet and Income Statement efforts for the Banks Annual and Quarterly Stress Test (AST/QST) submissions to the OCC and providing US Banks management teams with key financial and strategic analysis to support the Banks global businesses. Company Description: Morgan Stanley is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Investment Management and Wealth Management (inclusive of Morgan Stanley Private Bank, National Association (MSPBNA) and Morgan Stanley Bank, NA -collectively, the U.S. Banks).
Director Financial Planning & Analysis WPP PlcDirector Financial Planning & AnalysisNY$90,000–$180,000 / yearMentor and Lead: Oversee and coach a growing team (including our Cherry Hill-based Expense Budget Manager), elevating the output of the finance department to be highly strategic and insight-driven. Industry Context: Experience working within an advertising, media, marketing services, or professional services agency model is highly preferred (understanding billability, utilization, and client-retainer models).
Senior Analyst, Financial Planning and Analysis ConnexFMSenior Analyst, Financial Planning and AnalysisNY$75,000–$80,000 / yearPlanned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates operating health centers across the U.S. Planned Parenthood Action Fund is an independent, nonpartisan, not-for-profit membership organization formed as the advocacy and political arm of Planned Parenthood Federation of America. Planned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates operating health centers across the U.S. Planned Parenthood Action Fund is an independent, nonpartisan, not-for-profit membership organization formed as the advocacy and political arm of Planned Parenthood Federation of America.
Manager, Financial Planning & Analysis Publicis Groupe SAManager, Financial Planning & AnalysisNY$75,050–$120,159 / yearSolid understanding of Finance and Accounting principles, including GAAP, IFRS, Debits/Credits, Revenue Recognition, Accrual Accounting, Financial Modeling, Budgeting, Profitability and Variance Analysis, as well as Financial Reporting. Our industry expertise, understanding of consumer and market trends, and strategic partnerships enable Apex to deliver innovative, omnichannel solutions for clients that drive a range of marketing and business goals.
Product Manager, SAP SAC Financial Planning & Analytics Dale Workforce SolutionsProduct Manager, SAP SAC Financial Planning & AnalyticsBridgewater, NJWorking 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 and Analysis Analyst Seton Hall University, New JerseyFinancial Planning and Analysis AnalystSouth Orange, New JerseyFinancial Systems – Assist in all finance system upgrades that may include the following: user testing, supporting, and assisting other users with testing, liaising with University Information Systems to address and resolve bugs or other operational problems, investigate security issues, analyzing system security settings validating that appropriate checks and balances are in place. Under the general direction of the Vice President for Finance & CFO, Financial Planning and Analysis Analysts assist in one or more areas of Finance including Accounting, Budget, Financial Systems, Treasury, Procurement, and Payables.
Financial Planning & Analysis Analyst Ascot Group LtdFinancial Planning & Analysis AnalystISELIN, NJ$80,000–$95,000 / yearCompany Benefits: The Company provides a competitive benefits package that includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Life Insurance, AD&D, Work/Life Resources (including Employee Assistance Program), and more. Leave Benefits: Paid holidays, annual Paid Time Off (includes paid state /local paid leave where required), Short-term Disability, Long-term Disability, Other leaves (e.g., Bereavement, FMLA, Adoption, Maternity, Military, Primary & Non-Primary Caregiver).
Financial Planning and Analysis Manager IconmaFinancial Planning and Analysis ManagerJersey City, NJ$15.49–$58.35 / hourResponsibilities:Financial control/budgeting and consolidation, contract management and governance, personnel processes, audit/compliance, premises, and coordination of certain projects, process improvement, or communication. Advanced/Expert MS Office skills, especially Excel and PowerPoint, Extremely organized/excellent time management skills.
Director, Financial Planning & Analysis (Aesthetic Medical Device) Bausch Health Companies IncDirector, Financial Planning & Analysis (Aesthetic Medical Device)Bridgewater, NJ$170–$230 / hourEstablish and govern common revenue and sales forecasting frameworks, enabling regions to manage forecasts locally while ensuring comparability, rigor, and transparency at the Solta level. Operating as a senior functional leader, the Director strengthens FP&A capability, scalability, and insight quality while supporting the VP Finance through high-quality analytical execution and process excellence.
Technical Manager, Financial Planning and Analysis (FP&A) Prenuvo IncTechnical Manager, Financial Planning and Analysis (FP&A)NY$160,000–$190,000 / yearHelp reshape the world through proactive healthcare while working with cutting-edge technology and high performing teams with deep expertise - join us to make a difference in people's lives! Our unique integrated stack of optimized hardware, software, and increasingly AI, coupled with the patient-centric experience across our domestic and global clinics, have allowed us to lead the change against "we caught it too late again".
Product Manager - Financial Planning Platforms, Assistant Vice President Morgan StanleyProduct Manager - Financial Planning Platforms, Assistant Vice PresidentNY$85,000–$140,000 / yearWM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Senior Manager, Financial Planning and Analysis OrganOxSenior Manager, Financial Planning and AnalysisMadison, NJ$115,000–$173,000Under direction from the VP of Finance, the Financial Planning and Analysis Manager will be responsible for: · Lead the global commercial, marketing and operations quarterly FP&A planning and forecasting process by ensuring timely review and approval of business assumptions with key stakeholders to build detailed projection models and translate them into P&L expectations. The Financial Planning and Analysis Manager is responsible for providing hands on leadership, coordination, and planning to execute financial planning processes and ensure the timeliness, accuracy, and integrity of financial information in support of the Global Commercial, Marketing and Operations organization.
Senior Analyst - Financial Planning and Analysis (FP&A) Selendy & Gay PLLCSenior Analyst - Financial Planning and Analysis (FP&A)NY$90,000–$115,000 / yearThe Senior FP&A Analyst will be responsible for supporting the Firm's financial planning and analysis function, including budgeting, forecasting, financial modeling and performance reporting. The role involves analyzing firm and matter-level financial data to support strategic decision-making and senior leadership.
Financial Planning & Analysis Analyst North America Reporting Ralph Lauren CorpFinancial Planning & Analysis Analyst North America ReportingNutley, NJ$62,000–$95,931 / yearThe Company's brand names, which include Ralph Lauren, Ralph Lauren Collection, Ralph Lauren Purple Label, Polo Ralph Lauren, Double RL, Lauren Ralph Lauren, Polo Ralph Lauren Children, Chaps, among others, constitute one of the world's most widely recognized families of consumer brands. Marketing Spend Tracking: Partner with Marketing teams to track actual spend, analyze invoices, and validate media, sports, and regional marketing investments.
Manager, Financial Planning & Analysis MLB NetworkManager, Financial Planning & AnalysisSecaucus, New JerseyCutting-edge technology is used to create MLB Network's Emmy Award-winning programming via roles in live studio and remote production, operations, engineering, media management, creative services, social media and others. Featuring live regular season game telecasts, original programming, highlights, insights and analysis from the best in the business, MLB Network produces baseball content for delivery to multiple media platforms.
Senior Director, Financial Planning & Analysis Geron CorpSenior Director, Financial Planning & AnalysisParsippany, NJ$240,000–$260,000 / yearUses teamwork to work cooperatively toward the most effective solutions, championing the best ideas of team members, and assisting where help is needed, yet is capable of highly independent work when efficiency is required. The Senior Director of Financial Planning & Analysis (FP&A) will be a significant contributor towards developing and building strategic finance capabilities and delivering financial insights across the organization.
Client Engagement Analytics - Financial Planning Analytics Lead, Vice President Morgan StanleyClient Engagement Analytics - Financial Planning Analytics Lead, Vice PresidentJersey City, NJ$110,000–$190,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - arent just beliefs, they guide the decisions we make every day to do whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The ideal candidate brings an AI- and automation-first mindset - advancing the use of AI tools and processes is considered table stakes - along with demonstrated people leadership and the ability to scale support efficiently, including effective partnership with offshore teams.
Client Engagement Analytics – Financial Planning Analytics Lead, Vice President Morgan StanleyClient Engagement Analytics – Financial Planning Analytics Lead, Vice PresidentJersey City, New Jersey$110,000–$190,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The ideal candidate brings an AI- and automation-first mindset — advancing the use of AI tools and processes is considered table stakes — along with demonstrated people leadership and the ability to scale support efficiently, including effective partnership with offshore teams.
NewFinancial Planning & Transactions Analyst Initio CapitalFinancial Planning & Transactions AnalystNew York, NY$145,000–$185,000It is provided to help job seekers understand the responsibilities and qualifications typically associated with early-career strategic finance and transaction-oriented roles. This job description represents a sample Financial Planning & Transactions Analyst position commonly found through the Career Launch AI Talent Network.
Financial Planning & Analysis Associate: Quantitative Finance The Depository Trust & Clearing CorpFinancial Planning & Analysis Associate: Quantitative FinanceJersey 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. The Associate will support the analytical backbone of the team by building structured financial models, enabling bottoms-up forecasting, and contributing to insights that support key business decisions across Digital Assets, partnerships, and corporate strategy.
Financial Planning & Analysis Lead EmblemHealth IncFinancial Planning & Analysis LeadNY$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.
Director, Financial Planning & Analysis DriveWealth LLCDirector, Financial Planning & AnalysisNY$250,000–$275,000 / yearAnalyze Business Performance: Partner closely with cross-functional leaders to define and track key performance indicators (KPIs), deconstruct complex fintech and brokerage unit economics, and deliver actionable insights on margin expansion, capital allocation, and partner profitability. We seek AI-curious talent who are proactive about using emerging tools to increase signal quality, reduce friction, and improve outcomes to deliver products faster, provide better service to our partners, and to streamline processes.
Manager - Financial Planning & Analysis, Marketing Tiffany & CoManager - Financial Planning & Analysis, MarketingNY$134,000–$190,000 / yearKey Accountabilities: Strategic Financial Partnership: Collaborate closely with Marketing leadership (CMO & VP level) to craft and manage Central & Regional budgets, including annual budget development, revisions, 3-Year Strategic Plans, and monthly/quarterly business reviews. Budget Equation Architect: Partner with Central budget owners to design and implement robust budget equations for key areas like Global Marketing, Global Media, Global Production, Global Special Events, Global PR, Global CVM, and Global Client Relations.
Associate/Assistant Vice President, Financial Planning & Analysis Antares Holdings LP (Inactive)Associate/Assistant Vice President, Financial Planning & AnalysisNY$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.
Financial Planning Analyst Benjamin Moore & CoFinancial Planning AnalystMontvale, New Jersey$86,400–$110,600 / yearThis individual will be a key resource in operational planning, forecasting, and monthly close processes, drive unbiased strategic decision making, and provide analytical support by gathering and evaluating information, utilizing various data resources, and recommending actions to achieve financial goals. • Support monthly accounting close by preparing accruals, reclasses, prepayments, and related amortization, ensuring alignment of fixed assets, and preparing year-over-year comparative SG&A analysis.
Manager, Merchandise Financial Planning (Lifestyle Brands) Centric Brands LLCManager, Merchandise Financial Planning (Lifestyle Brands)NY$95,200–$120,000 / yearThe stated base salary range represents our good faith estimate as to what candidates are likely to expect, and we tailor our offers within the range based on several factors, including the selected candidate''s educational and professional experience, industry knowledge, location, technical and communication skills, and other factors that may prove relevant during the selection process. Centric Brands is a leading lifestyle brand collective that designs, sources, markets and sells high quality products in multiple segments, including women's, men's and kid's apparel, accessories, entertainment and beauty.
Manager, Merchandise Financial Planning (Lifestyle Brands) Centric BrandsManager, Merchandise Financial Planning (Lifestyle Brands)New York, New York$95,200–$120,000 / yearFull timeThe stated base salary range represents our good faith estimate as to what candidates are likely to expect, and we tailor our offers within the range based on several factors, including the selected candidate's educational and professional experience, industry knowledge, location, technical and communication skills, and other factors that may prove relevant during the selection process. Centric Brands is a leading lifestyle brand collective that designs, sources, markets and sells high quality products in multiple segments, including women’s, men’s and kid’s apparel, accessories, entertainment and beauty.
Product Manager, Financial Planning & Analytics Inizio PartnersProduct Manager, Financial Planning & AnalyticsBridgewater, NJWorking 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.
Global Technology Financial Planning & Analysis - Associate JPMorgan Chase & CoGlobal Technology Financial Planning & Analysis - AssociateNJManage completion of monthly corporate deliverables, including interaction with Firmwide P&A, Corporate P&A and Allocations teams to provide commentary and walk forwards of monthly expense trends, movements and risks. We partner with multiple stakeholders including Line of Business (LOB) and Enterprise Technology (ET) CFO & P&A teams, Corporate and Firmwide P&A, as well as HR, Real Estate, GT Strategy and Vendor Management partners.
Financial Planning, Senior Director Oppenheimer Holdings IncFinancial Planning, Senior DirectorNY$130,000–$150,000 / yearResponsibilities: • Engage with financial professionals to develop business opportunities with new and existing clients via Oppenheimer's goals-based financial planning process • Educate financial professionals on best practices with respect to integrating these capabilities and the process of financial planning into their business practices • In collaboration with the financial professional, attend, participate, and/or lead client discovery and/or plan presentation meetings • In certain circumstances, drive, partner, or serve as a consultant on the development of an actual plan for presentation • Be able to speak and present at seminars, webinars, and presentations, sometimes to large groups on various financial planning related topics • Serve as subject matter expert for financial professionals and affluent UHNW clients on topics related to financial planning and remain knowledgeable and up-to-date on issues that impact financial planning including regulations, and law changes • Build strong, trustworthy, value-driven relationships with financial professionals, branch managers, business partners and senior management at the firm in the interest of promoting financial planning • Operate as a bridge to the various platforms that represent the firm's product offering such as but not limited to, Oppenheimer Asset Management, Oppenheimer Life Agency & Oppenheimer Trust Company of Delaware. Qualifications: Minimum of 7 years' experience in financial services including, but not limited to, financial planning, goals-based investing, engaging with affluent/HNW and UHNW clients, managed advisory programs, insurance and annuities, and retirement strategies Bachelor's degree in business, finance, accounting or related field required Active CFP® financial professionals designation required FINRA Registration: Series 7 and 66 (or 63 and 65) required Active state life and health insurance license required Knowledge and familiarity of branch functionality and also the advisor/client relationship strongly preferred but not required Strong understanding of and experience with MoneyGuidePro financial planning software or similar related software The ability and flexibility to travel, approx.
NewTax 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.
Director, Financial Planning & Business Analytics Avis Budget Group IncDirector, Financial Planning & Business AnalyticsNJ$160,000–$200,000 / yearEligible to elect other voluntary benefits including: Group Auto Insurance, Group Home Insurance, Pet Insurance, Legal Assistance, Identity Theft Protection, FSA, Accident Insurance, Critical Illness Insurance, and additional life insurance coverages. This individual will act as a key partner to senior leadership, a driver of execution across the organization, and a builder of both systems and teams.
Senior Vice President, Head of Financial Planning & Analysis Antares Holdings LP (Inactive)Senior Vice President, Head of Financial Planning & AnalysisNY$220,000–$260,000 / yearThis SVP will act as a strategic partner to the CFO, executive committee, business unit heads, and the Company's owners providing actionable insights to drive growth, profitability, and operational efficiency. Actual base salary within the specified range is comprised of several components, including but not limited to applicants skill, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and the location of the position.