4,429 Results for

Financial Planning Jobs in Lodi, NJ

Jobs

Senior Director, Strategic Finance & Enterprise Planning Oscar Health

New York, New York

$218,592–$286,902 / year

The Senior Director of Strategic Finance & Enterprise role will help lead the annual operating plan cycle, partnering with Finance, Strategy, and business leaders to translate company priorities into financial plans, targets, and executive-ready materials. Partner with business leaders to evaluate strategic investment opportunities, assess trade-offs, and ensure capital and operating resources are allocated against the company's highest-priority initiatives.

3 days ago

Private Wealth Management Financial Planning Analyst Morgan Stanley

New York, New York

$75,000–$120,000 / year

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. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) / Private Wealth Advisors (PWA)/teams with the use of firm-approved financial planning systems and engaging with clients.

15 days ago

Capital Planning and Analytics Morgan Stanley

New York, NY

$95,000–$155,000 / year

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. Responsibilities include planning, managing, forecasting, and optimizing capital, liquidity and funding resources; governance oversight of Treasury and Capital Planning; setting frameworks, policies and guidelines for appropriate management of these resources; managing regulatory deliverables and exams.

30+ days ago

Financial Planning & Analysis Manager Outschool Inc

Remote

$220,500–$245,000 / year

The ideal candidate will have demonstrated FP&A experience setting and owning a budget, maintaining a forecast, building financial & operating models, and has a proven track record of working closely with business partners to help make sound financial decisions. Collaborate on key growth initiatives by assisting our marketing leads to scale new buyer acquisition and track customer acquisition costs (CAC), as well as be a trusted partner to our supply-side and international growth teams.

25 days ago

Financial Management Sr Lockheed Martin Corp

Uniondale, NY

$90,600–$168,200 / year

GeoZone Definition: GeoZones are geographic groupings created by Lockheed Martin to align compensation ranges with regional labor markets and cost-of-labor differences across the United States. Collaborate cross‑functionally with program managers, engineering leads, and contract specialists to align financial outcomes with technical milestones and contractual obligations.

30+ days ago

Practice Management / Financial Planning Manager Equitable Financial Life Insurance Company

New York, NY

$111,464–$183,915 / year

421351'',''true'',''421351'',''false'',''Submission for the position: Practice Management / Financial Planning Manager - (Job Number: 260000HA)'',''false'',''421351'',''false'',''true'',''Practice Management / Financial Planning Manager '',''260000HA'',''UNITED STATES-NY-New York'',''UNITED STATES-NY-New York'','''','''',''Equitable'',''Equitable'',''Full-time'',''Full-time'',''!*! Lead the design and delivery of an integrated practice management and financial planning experience, aligning advisor workflows, digital platforms, and client‑facing capabilities to enable consistent, high‑quality outcomes across the advisor lifecycle.

30+ days ago

Associate, Capital Planning (Ccar) Morgan Stanley

New York, NY

$90,000–$115,000 / year

This is an associate level position within our Corporate Treasury & Capital Planning Job Family which is responsible for planning, managing, forecasting and optimizing capital, liquidity and funding resources; governance oversight of Treasury and Capital Planning; setting frameworks, policies and guidelines for appropriate management of these resources; managing regulatory deliverables and exams; managing CCAR/Capital Stress Testing process. 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.

30+ days ago

Senior Analyst, Subscriber Planning & Content The Walt Disney Company

New York, New York

Job Posting Segment: Content Planning & Partnerships Job Posting Primary Business: Subscription Planning Primary Job Posting Category: Subscription Planning Employment Type: Full time Primary City, State, Region, Postal Code: New York, NY, USA Alternate City, State, Region, Postal Code: Date Posted: 2026-09-08 The Subscriber Planning team within DTC Finance is a highly visible team of professionals with backgrounds in consulting, investment banking, private equity, media & entertainment, and technology who serve as in-house advisers to the TWDC’s DTC executive leadership team and own the subscriber, engagement and revenue growth planning functions.

30+ days ago

Manager, Service Delivery Analytics & Planning Match Group Inc

New York, NY

$117,000–$140,000 / year

This individual will serve as a centralized operational intelligence function for the organization - translating data into actionable insights, proactively identifying operational risks and performance trends, and helping leadership drive scalable, efficient, and high-quality service delivery outcomes. Partner with operational and QA leadership teams to improve performance consistency, accountability, and operational effectiveness, owning the communication of insights for actionables and opportunities to the Service Delivery team and leadership.

30 days ago

Vice President, Strategic Planning & Financial Operations, US Marcomms MasterCard

Purchase, NY

$213,000–$351,000 / year

All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and. This leader partners closely with U.S. marketing leadership, Finance, Services, and business stakeholders to shape annual and multiyear plans, manage budgets, cultivate ideas, and maximize the impact of marketing investment.

30+ days ago

Senior Financial Planning Analyst (FP&A) - Eataly Corporate Eataly North America

New York, New York

$95,000–$115,000 / year
Full time

At Eataly the Senior FP&A Analyst supports in their analysis and interpretation of data related to: Inventory Allocation, Cost of Goods Sold (COGS), Labor, Revenue, Operational Expenses, and the Profit and Loss Statement. Collaborates with senior leaders to develop resourceful and creative approaches to improving efficiencies and profit margins to improve Return on Investment (ROI) in all areas of operations.

11 days ago

Chief Financial Officer (CFO) DualEntry

New York City, New York

Since starting 18 months ago, we’ve raised $100,000,0000+ from world-class investors such as Lightspeed Venture Partners, Khosla Ventures, Contrary Ventures and Google Ventures, as well as more than 20 angel investors who’ve built, scaled, and exited some of the most impactful companies of the last decade. We got there by moving incredibly fast and hiring an exceptionally sharp, hard-working and deeply committed team from leading tech and accounting companies - Ramp, Meta, Microsoft, Lyft, PwC, Deloitte, J.P.

30+ days ago

Vice President, Business Planning and Analysis The Bank of New York Mellon Corp

Jersey City, NJ

In this role, you'll make an impact in the following ways: Maintain oversight of an assigned portfolio of Corporate Trust policy documents, ensuring they remain current, well governed, and aligned with business and regulatory expectations. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

30+ days ago

Capital Planning and Analytics, AVP/Director Morgan Stanley

New York, New York

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. Responsibilities include planning, managing, forecasting, and optimizing capital, liquidity and funding resources; governance oversight of Treasury and Capital Planning; setting frameworks, policies and guidelines for appropriate management of these resources; managing regulatory deliverables and exams.

30+ days ago

Director Of Finance Spark Car Wash

Summit, NJ

Monthly Financial Reporting: Prepare monthly management reporting, including MD&A, KPI reporting, and budget-to-actual variance analyses, using finalized financial results to provide actionable business insights and reporting to stakeholders to drive business decisions. Spark’s success is driven by a relentless focus on making the car wash an energizing experience for all, delivering a consistently excellent experience for customers and creating an enriching environment for employees.

17 days ago

U.S. Banks Financial Planning & Analysis - Associate Morgan Stanley

New York, NY

$85,000–$115,000 / year

Department Description: Within U.S. Banks, the Financial Planning & Analysis (FP&A) function is responsible for producing the Annual Strategic Plan and periodic forecasts, leading Balance Sheet and Income Statement efforts for the Banks Annual and Quarterly Stress Test (AST/QST) submissions to the OCC and providing U.S. 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).

18 days ago

Gucci Store Planning Capex Procurement Senior Manager Kering Group

New York, NY

$120,000–$135,000 / year

Reporting directly to the Vice President of Store Planning & Facilities, the Store Planning CAPEX Procurement Senior Manager plays a pivotal role in optimizing indirect procurement and sourcing across the Americas. Possesses outstanding verbal and written communication skills, capable of influencing stakeholders, leading tough vendor negotiations, and delivering compelling presentations to senior leadership.

10 days ago

Associate Director, Integrated Media Planning - Financial Services Omdus Omd Usa

New York, New York

We are OMD, Cannes Lions 2024 Media Network of the Year, RECMA's Best-performing Media Network Globally, and COMvergence's #1 Global Agency Network. To the extent permissible by local law, Omnicom’s policy requires employees to work in the office for a minimum of three days a week, unless additional in-office days are directed by their agency or manager.

3 days ago

Head of Finance Rylo

New York, NY

$160,000–$200,000 / year

Own the audit and tax process end-to-end - internal reviews, external auditors, and accurate, on-time filings - alongside accounting, tax, and legal partners. You'll work closely with leadership to turn financial insight into better planning, clearer tradeoffs, and stronger operating decisions.

30+ days ago

U.S. Banks Financial Planning & Analysis - Director Morgan Stanley

New York, NY

$90,000–$155,000 / year

Department 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).

30+ days ago

See More Jobs

Browse All Financial Planning Locations

Browse Jobs Near Lodi, NJ

Get noticed by top employers!

Upload your resume to let employers know you're open to Financial Planning job opportunities. Plus, receive relevant job recommendations in your inbox.

Create A Free Account

Financial Planning Jobs in Lodi, NJ

Senior Director, Strategic Finance & Enterprise Planning Oscar Health

Private Wealth Management Financial Planning Analyst Morgan Stanley

Capital Planning and Analytics Morgan Stanley

Financial Planning & Analysis Manager Outschool Inc

Financial Management Sr Lockheed Martin Corp

Practice Management / Financial Planning Manager Equitable Financial Life Insurance Company

Associate, Capital Planning (Ccar) Morgan Stanley

Senior Analyst, Subscriber Planning & Content The Walt Disney Company

Manager, Service Delivery Analytics & Planning Match Group Inc

Vice President, Strategic Planning & Financial Operations, US Marcomms MasterCard

Senior Financial Planning Analyst (FP&A) - Eataly Corporate Eataly North America

Chief Financial Officer (CFO) DualEntry

Vice President, Business Planning and Analysis The Bank of New York Mellon Corp

Capital Planning and Analytics, AVP/Director Morgan Stanley

Director Of Finance Spark Car Wash

U.S. Banks Financial Planning & Analysis - Associate Morgan Stanley

Gucci Store Planning Capex Procurement Senior Manager Kering Group

Associate Director, Integrated Media Planning - Financial Services Omdus Omd Usa

Head of Finance Rylo

U.S. Banks Financial Planning & Analysis - Director Morgan Stanley

Similar Job Searches

See More Jobs