Financial Planning & Analysis Director - Information Technology Western Alliance BancorpFinancial Planning & Analysis Director - Information TechnologyPhoenix, AZp>What you'll do: The Financial Planning and Analysis Director Information Technology serves as the senior finance partner to IT leadership, providing strategic financial guidance, disciplined investment governance, and transparency into technology spend. This role translates IT strategy and roadmaps into structured financial plans, ensures value realization from technology investments, and enables informed decision making across the enterprise.
Financial Planning and Analysis Manager IES Holdings IncFinancial Planning and Analysis ManagerTempe, AZEducation, Certification, License, and Skill Requirements: • Bachelor's degree in finance, accounting, economics, or related field • 5+ years of FP&A or corporate finance experience • Experience in construction finance, project-based accounting, or job costing strongly preferred • Strong financial modeling and Excel skills • Experience with ERP systems and financial planning tools • Exposure to AI-enabled analytics, automation tools, or data visualization • Strong communication skills and ability to partner cross-functionally • Strategic thinking with strong analytical depth • Ability to translate financial data into operational insights • Process improvement mindset • High attention to detail with the ability to manage multiple projects. General Job Duties and Responsibilities: • Lead annual budgeting, quarterly forecasting, and long-range financial planning processes • Develop and maintain financial models to support strategic initiatives, capital planning, and operational decisions • Analyze project-level performance, job costing, WIP schedules, and margin trends within a construction environment • Provide variance analysis and actionable insights to leadership • Support cash flow forecasting and working capital optimization • Improve financial reporting processes, dashboards, and KPI tracking • Partner with operations to evaluate project profitability, labor productivity, and cost controls • Assist with board and executive-level financial presentations.
Advising Specialist II- Financial Planning Capabilities Edward D Jones & Co LPAdvising Specialist II- Financial Planning CapabilitiesAZp>Team Overview: The Wealth Management and Practice Management Division helps ensure that branch teams and our clients have a consistent supply of high-quality retirement, banking, insurance, mutual fund, and education savings products aligned with the firm's investment philosophy and solutions-based advice and guidance. Intermediate skills in some of the following areas: Systems Thinking, Planning and Organizing, Relationship building, Collaboration, Critical thinking, Problem solving, Project management, Verbal and written communication.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistScottsdale, AZ$135,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Director of Corporate Financial Planning & Analysis (FP&A) Vertex EducationDirector of Corporate Financial Planning & Analysis (FP&A)Chandler, AZThis role serves as a strategic partner to executive leadership, delivering forward-looking insights that enable data-driven decision-making, support scalable growth, and enhance shareholder value. As a purpose-led education services provider, our mission is destined to benefit many and yet it starts with just one person inspired to work together with us to make a memorable and meaningful difference for our clients, schools, students, and communities.
Sr. Financial Planning Strategist Osaic IncSr. Financial Planning StrategistAZ$135,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Responsibilities: Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Financial Planning & Analysis (FP&A) Analyst Sanctuary Recovery CentersFinancial Planning & Analysis (FP&A) AnalystPhoenix, AZFull timep>Sanctuary Recovery Centers is a Phoenix‑based behavioral health and substance use disorder treatment organization providing recovery‑focused care across multiple levels of service, including residential, outpatient, and intensive outpatient programs. The FP&A Analyst works closely with the Controller, operational leaders, and an experienced tax professional to support budgeting, forecasting, variance analysis, tax planning considerations, and strategic initiatives.
Financial Planning and Analysis Senior Analyst Western Alliance BancorpFinancial Planning and Analysis Senior AnalystPhoenix, AZli>Analyze business performance, key drivers, and financial trends to provide actionable insights to senior leaders, perform ad hoc financial analysis, evaluation investment opportunities, assist in capital planning / risk assessments, and support special projects as needed. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
NewAVP, Financial Planning Experience OsaicAVP, Financial Planning ExperienceScottsdale, AZWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. The AVP, Financial Planning Experience is a highly visible leadership role within the firm’s National Planning Institute (NPI), serving as the face of the financial planning team to financial advisors, leadership and internal partners.
NewAVP, Financial Planning Experience Advisor GroupAVP, Financial Planning ExperienceScottsdale, ArizonaThe AVP, Financial Planning Experience is a highly visible leadership role within the firm’s National Planning Institute (NPI), serving as the face of the financial planning team to financial advisors, leadership and internal partners. They drive consistency and scalability across planning tools, frameworks, education, and support, all while reinforcing the firm’s broader planning philosophy and elevating the impact of the planning team across the organization.
VP, Financial Planning & Analysis QuavoVP, Financial Planning & AnalysisPhoenix, ArizonaAs a high-growth B2B SaaS and data/AI company moving through the scale-up phase into enterprise, this role will serve as a critical partner to the CFO, CEO, and board — translating financial data into decisions that accelerate the business. The right candidate thrives in fast-moving environments, communicates with clarity at the executive level, and brings the SaaS financial fluency needed to help scale a company.
NewAVP, Financial Planning Experience Osaic IncAVP, Financial Planning ExperienceScottsdale, AZ$140,000–$165,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Summary: The AVP, Financial Planning Experience is a highly visible leadership role within the firm's National Planning Institute (NPI), serving as the face of the financial planning team to financial advisors, leadership and internal partners.
Financial Planning & Accounting Specialist Arizona State UniversityFinancial Planning & Accounting SpecialistScottsdale, AZ$54,600–$67,000 / yearDepartment Statement: As a central enterprise unit for ASU, ASU EdPlus supports the university charter by focusing on the design and scalable delivery of digital teaching and learning models to increase student success and reduce barriers to achievement in higher education. ASU EdPlus is a dynamic unit of Arizona State University focused on the design and scalable delivery of digital teaching and learning models to increase student success and reduce barriers to achievement in higher education.
Director, Divisional Financial Planning & Analysis - South Loenbro IncDirector, Divisional Financial Planning & Analysis - SouthGilbert, AZp>Loenbro is a trusted, long-term construction lifecycle partner to thousands of customers across the U.S. Our market spans all industries and our service offerings include Critical Electrical, Mechanical & Structural, Soft Crafts, Inspection, Underground Maintenance and Installation, and Fabrication. Lead weekly and monthly operating reviews (MOR) including presentation to Senior Leadership Teams - providing detailed finaincal insights including actuals vs forecast performance.
Vice President Financial Planning and Analysis Sprouts Farmers MarketVice President Financial Planning and AnalysisPhoenix, ArizonaOverview: The Vice President, Financial Planning & Analysis (FP&A) will lead the enterprise-wide planning, forecasting, and performance management processes for Sprouts Farmers Market and serve as a key strategic partner to the executive leadership team. NEfr4fX6ORgI!6O3gZzYEkBSY9HBzGEv2I_-XgIzV5tO092LrA_Rcxu3SfYy9iqcxZF22u-pz3IzukyZvWMWosikZGoNiQ05FezUmxSzpKbA$" rel="noopener nofollow noreferrer" target="_blank">https://www.dailypay.com/partners/sprouts-farmers-market/..
Vice President, Financial Planning and Analysis Sprouts Farmers Market IncVice President, Financial Planning and AnalysisPhoenix, AZp>You can learn more by visiting https://www.dailypay.com/partners/sprouts-farmers-market/. The Vice President, Financial Planning & Analysis (FP&A) will lead the enterprise-wide planning, forecasting, and performance management processes for Sprouts Farmers Market and serve as a key strategic partner to the executive leadership team.
Regional Director, Financial Planning (Southwestern/South Central United States) Edelman Financial Engines LLCRegional Director, Financial Planning (Southwestern/South Central United States)Phoenix, AZRemote$379,000–$447,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Vice President, Financial Planning Director - Western Region Morgan StanleyVice President, Financial Planning Director - Western RegionTempe, AZ$140,000–$200,000 / 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Associate Financial Advisor Robert W Baird & Co IncAssociate Financial AdvisorPhoenix, AZp>About the Role: The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role.
Senior Manager, Revenue Planning Amgen IncSenior Manager, Revenue PlanningPhoenix, AZIn addition to the base salary, Amgen offers a Total Rewards Plan, based on eligibility, comprising of health and welfare plans for staff and eligible dependents, financial plans with opportunities to save towards retirement or other goals, work/life balance, and career development opportunities that may include: A comprehensive employee benefits package, including a Retirement and Savings Plan with generous company contributions, group medical, dental and vision coverage, life and disability insurance, and flexible spending accounts. As an organization dedicated to improving the quality of life for people around the world, Amgen fosters an inclusive environment of diverse, ethical, committed and highly accomplished people who respect each other and live the Amgen values to continue advancing science to serve patients.
Senior Financial Planner - Phoenix, AZ EP Wealth Advisors LLCSenior Financial Planner - Phoenix, AZPhoenix, AZAs a Senior Financial Planner, you will work with advisors to create customized and comprehensive financial plans, create and review spreadsheets, data entry, preparing and conducting seminars for clients, assistance with training of advisors, and providing additional support to the Financial Planning Director. Work with the financial planning team to continually assess existing software the planners use to determine changes and upgrades needed to maximize opportunities with clients and potential clients.
Wealth Financial Advisor CAPTRUSTWealth Financial AdvisorPhoenix, Arizona$90,000–$100,000 / yearli style="margin-bottom:0in;margin-top:0in">Experience: At least 4 years sales and related industry experience in wealth management, financial planning, and investment vehicles. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
Financial Analyst, Global Brand Finance - UGG & HOKA Deckers Outdoor CorpFinancial Analyst, Global Brand Finance - UGG & HOKAAZ$75,000–$85,000 / yearThis developmental, high-impact role partners closely with Global Brand Marketing, Global Merchandising and Planning, Accounting, and cross-functional operations teams to improve planning quality, strengthen reporting clarity, and enable better, faster decision-making. Interested applicants must reside in one of the following approved states: Arizona, California, Colorado, Indiana, Massachusetts, Minnesota, New York, Oregon, Pennsylvania, Texas, Utah, Washington.
Digital Business & Spend Planning Analyst Edward D Jones & Co LPDigital Business & Spend Planning AnalystTempe, AZThe Planning & Analysis team is responsible for the annual financial planning process along with leading the bottom-up budgeting and forecasting process for the Digital organization to provide senior leaders with spend visibility and help Digital leaders prioritize the highest value work. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
NewSr Regional Financial Analyst Phoenix Children's HospitalSr Regional Financial AnalystPhoenix, AZThe analyst works closely with operational teams to ensure financial objectives are aligned with broader organizational goals and contributes to the development of data-driven strategies through collaboration and analysis. This role is responsible for delivering accurate, timely, and actionable financial insights to support strategic decision-making and drive operational performance.
NewSupply Chain Financial Planner PetSmartSupply Chain Financial PlannerPhoenix, Arizonap style="margin-bottom:0in">Our home office offers outstanding amenities in a fun and rewarding workplace including: Pet-friendly environment, bring your pets to work and enjoy the on-site dog park! Financial Planning: Support the development and maintenance of transportation financial plans by gathering, organizing, and analyzing data related to freight spend and operational performance.
Sr Financial Analyst Cable One Inc.Sr Financial AnalystPhoenix, AZFull timeCable One and our family of brands appreciates the role our associates play to help the company grow, and in return an excellent benefits package is offered to our associates to recognize the importance of their contributions, such as: Medical, dental, and vision plans - start when you start! The successful candidate will possess a passion for uncovering valuable insights and leveraging financial planning, forecasting, and analytical models to drive informed decision-making to achieve ambitious business goals.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementPhoenix, ArizonaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Sr Financial Analyst - Member & Digital Experience Boeing Employees Credit UnionSr Financial Analyst - Member & Digital ExperienceAZ$117,200–$143,200 / yearYoull partner with leaders across Marketing, Digital, and Member Experience to provide strategic financial insights, build advanced ROI and NPV models, and guide key decisions around investments, staffing, and operational efficiency. As a Sr Financial Analyst Member & Digital Experience, youll play a critical role in helping BECU make smarter, data-driven investment and operational decisions that directly support our members and business growth.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementGoodyear, AZp>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Senior Financial Analyst Shamrock Foods CoSenior Financial AnalystPhoenix, AZThe ideal candidate enjoys understanding how a business operates end-to-end, proactively identifies opportunities for improvement, and is equally comfortable validating numbers across 100-slide presentations as they are building ROI models or partnering with senior leadership on strategic initiatives. Investigate variances, trends, and operational drivers by partnering with stakeholders across all levels of the organization, including branch personnel, fellow analysts, and senior leadership.
Supply Chain Financial Planner PetSmart LLCSupply Chain Financial PlannerPhoenix, AZOn-Site Events & Adoptions, enjoy community-building opportunities, including pet adoption days, seasonal celebrations, family events, art events, & holiday festivals • "Top Dog" gym with equipment, fitness classes, massage therapists, personal trainers, and wellness spaces • "Sit & Stay" Café serving fresh breakfast and lunch options, snacks, & more • "Lil Paws" NAEYC-accredited onsite childcare facility providing high-quality early education • Paid Volunteer Opportunities to spend time doing good for causes close to heart • Print Center and Business Services, Dry Cleaning, Mothers Rooms, Sustainable Infrastructure & more. Budgeting and Forecasting: • Assist in the development of supply chain budgets, working closely with finance and operational teams to establish realistic financial targets.
Financial Analyst Rogers CorpFinancial AnalystChandler, AZThis position partners closely with business leaders and finance stakeholders to analyze cost drivers, manage budgets, explain variances, and deliver insights that enable informed decision-making. Support annual budget, rolling forecast, and long‑range planning cycles through consolidation and review of business inputs, assumption validation and risk identification, and gap analysis versus enterprise targets.
Financial Advisor Northwestern MutualFinancial AdvisorGilbert, Arizona$61,000–$250,000 / yearul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
Sr Financial Analyst, FP&A (CIO/Technology) DLA Piper LLP (US)Sr Financial Analyst, FP&A (CIO/Technology)AZ$89,991–$143,088 / yearYou will partner directly with the CIO, Technology leadership, executive leadership, and operational business owners to drive budgeting, forecasting, variance analysis, business case development, and investment decision support across infrastructure, applications, cybersecurity, digital transformation, and AI-enabled initiatives. While the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties.
Financial Solutions Advisor - West Valley Area Bank of America CorpFinancial Solutions Advisor - West Valley AreaPeoria, AZResponsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities Identifies and engages potential new clients through referrals or financial center clientele Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education.
NewCertified Financial Planner®– Matson Capital Matson CapitalCertified Financial Planner®– Matson CapitalScottsdale, ArizonaKey ResponsibilitiesAs a CFP® at Matson Capital, you serve as a trusted advisor, helping other advisors transition clients to Matson Capital and guiding those clients after that transition by providing comprehensive financial planning services, including Matson Money’s investment management, and retirement planning, to help clients achieve their American Dream. As a CFP® at Matson Capital, you are a trusted teammate dedicated to helping advisors secure the legacy of their businesses, while building rapport with clients as they transition to Matson Capital.
Finance Manager, Marketing LESLIES POOLMART INCFinance Manager, MarketingPhoenix, AZFull timeli>Develop and manage the financial model for our Pool Perks Loyalty Program, providing deep insight into customer behavior by segment—including spend patterns, visit frequency, attachment rates, redemption activity, and other key performance indicators—to inform strategy, optimize program economics, and elevate the overall customer experience. We operate an integrated ecosystem of 900+ retail locations, backyard service and repair, a robust digital platform, and manufacturing and distribution divisions across 35+ states—enabling consumers to engage with Leslie’s whenever, wherever, and however they prefer to shop.
USPI Market Chief Financial Officer - Phoenix United Surgical Partners International IncUSPI Market Chief Financial Officer - PhoenixPhoenix, AZp>The Market Chief Financial Officer is responsible for monitoring of revenue cycle processes, growth initiatives including the evaluation of new service lines and investments (operating expense or capital), labor management, supply chain efficiency, other expense management. The USPI Market Chief Financial Officers will: Evaluate daily and weekly operating results to ensure that revenues, expenses, and labor are within targets; informing facility leadership of needed improvements in a timely manner.
Financial Analyst - Incentive Compensation - UT, TX, CA, CO, AZ, NV National Bank of ArizonaFinancial Analyst - Incentive Compensation - UT, TX, CA, CO, AZ, NVPhoenix, AZ$75,000–$90,000 / yearp>Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. The Incentive Compensation team-a vital arm of our broader Corporate Finance and FP&A group-partners with business leaders to design, implement, and manage optimized and equitable incentive programs.
CFO Mobile BoxCFOPhoenix, AKThis is a high-impact opportunity for a finance leader who wants to build, improve, and professionalize the finance function while partnering closely with the CEO, private equity sponsor, board, lenders, and operating leaders. This is a true CFO role with meaningful ownership across financial strategy, cash management, lender relationships, board reporting, operational finance, ERP/finance transformation, and long-term value creation.
NewSenior Planner - High Net Worth Edward Jones InvestmentsSenior Planner - High Net WorthTempe, AZThe Edward Jones Generations™ team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. • Act as an advanced subject matter expert in Financial Planning, Discovery, and a broad range of other areas of client specific emphasis, understand broad market opportunities and how they translate to strategic initiatives within various business areas to identify, create, and develop the most advanced client focused business building ideas to meet the most complex needs.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorGlendale, AZp>First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
Senior Planner- Generations Private Wealth Edward D Jones & Co LPSenior Planner- Generations Private WealthTempe, AZThe Edward Jones Generations team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Act as an advanced subject matter expert in Financial Planning, Discovery, and a broad range of other areas of client specific emphasis, understand broad market opportunities and how they translate to strategic initiatives within various business areas to identify, create, and develop the most advanced client focused business building ideas to meet the most complex needs.
Senior Planner- High Net Worth Edward D Jones & Co LPSenior Planner- High Net WorthAZp>The Edward Jones Generations team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Act as an advanced subject matter expert in Financial Planning, Discovery, and a broad range of other areas of client specific emphasis, understand broad market opportunities and how they translate to strategic initiatives within various business areas to identify, create, and develop the most advanced client focused business building ideas to meet the most complex needs.
Co-Director of Finance - 170k-225K base plus bonus Trajan Wealth LLCCo-Director of Finance - 170k-225K base plus bonusScottsdale, AZFull timep style="line-height:normal">This is a unique opportunity for a dynamic financial professional to step into a high-impact leadership role with shared ownership of strategic initiatives, operational excellence, and system-wide improvements across a fast-paced, service-driven organization. Strategic Financial LeadershipLead budgeting cycles, financial modeling, forecasting, long term financial plans and analyzing risks and consolidated planning across revenue, gross profit, and operating expenses.
VP, Financial Planning & Analysis Osaic IncVP, Financial Planning & AnalysisScottsdale, AZ$220,000–$250,000 / yearServe as the primary financial strategist partnering with the CFO and Executive Leadership Team to drive performance optimization, cost discipline, and capital allocation decisions by leading analytic projects at an enterprise level including competitive analysis. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Client Service Associate Heffernan FinancialClient Service AssociatePhoenix, Arizona$60,000–$70,000 / yeardiv>Objective: The Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial planning and investment management services to clients. This individual helps prepare detailed financial plans, conduct portfolio reviews, and develop client meeting materials—ensuring a consistent, high-quality experience for every client household served..
Paraplanner ExcitingParaplannerPhoenix, ArizonaPlan Preparation: Assist advisors in creating comprehensive financial plans by preparing documents, reports, and presentations that outline recommended strategies and solutions. Business Partnerships and Relationships: Manage, maintain, and develop Internal and external business partnerships (e.g., retail, marketing, product partners, etc.) while building positive relationships.
NewFinance Director Farnsworth GroupFinance DirectorPeoria, Arizona$175,000–$215,000 / yearSalary Range: $175,000 - $215,000 (Salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, as well as internal and external equity) Statement on Diversity and InclusionFarnsworth Group is a collection of employees with unique backgrounds and perspectives that all come together to make us a better Company. Posting Locations: Champaign, Lisle, Normal, Peoria, Springfield, IL; Dallas, TX; St. Louis, MO; Waukee, IA What You’ll Do:Mergers & Acquisitions (M&A)Lead financial due diligence for potential acquisitions and strategic partnerships / joint ventures.