Vice President, Financial Planning & Analysis The Bank of New York Mellon CorpVice President, Financial Planning & AnalysisNew York, NY$83,000–$159,000 / yearThe role will primarily support the Fund and Investor Solutions Engineering groups, partnering closely with COO teams on workforce strategy, leading budget and forecast activities, and providing analytics that enable Engineering leaders to make informed, data-driven decisions. To be successful in this role, we're seeking the following: Bachelor's degree in Finance, Accounting, Business Administration, or a related field, or the equivalent combination of education and experience, is required.
Senior Director, Budget and Financial Planning & Analysis New York UniversitySenior Director, Budget and Financial Planning & AnalysisNY$255,500–$305,500 / yearp>Under the direction of the Vice President for Budget and Planning, the Senior Director is a leadership position within the Budget Office, with management and oversight responsibilities for the University''s consolidated and Unit Budgeting, Financial Planning and Analysis and select strategic projects and reporting. Required Experience:10+ years of experience in financial planning and analysis or closely related field with responsibility for large program/functional area; managerial/coaching experience; proven track record of being a positive change agent.
Manager, Financial Planning & Analysis Center for Justice InnovationManager, Financial Planning & AnalysisNew York, New YorkResponsibilities include but are not limited to: Oversee the management of project grants, budgets, revenue, expenditures, and contract compliance; Supervise a team of analysts with day to day responsibility for project grants, budgets, revenue, expenditures, and contract compliance; Work closely with government agencies, private funders, and other outside stakeholders; Provide financial review and approval of the Center’s revenue and expense contracts; Review monthly, quarterly, and annual close and identify adjusting journal entries as need; Review and approve vendor invoices, expense reports, and corporate card reconciliations; Review and approve invoices to funders; Monitor accounts receivable aging and facilitate the collection of payment from funders; Reconcile receivable accounts; Support the Director with financial duties and special projects as needed; and . At least 5-7 years of demonstrable experience and success in nonprofit financial management required; At least 1-2 years of prior supervisory experience strongly preferred; Bachelor’s degree in finance, accounting, business administration, or other related fields strongly preferred; Strong interpersonal communication skills; Excellent written and verbal skills; Ability to work in a fast-paced environment is crucial to meet deadlines and manage time effectively; Capability to work independently and prioritize tasks to ensure the timely completion of projects; Ability to handle sensitive information which requires maintaining confidentiality and exercising discretion; A positive attitude and a team-oriented mindset are essential to foster a collaborative work environment; and .
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.
Director, Financial Planning & Analysis Herself HealthDirector, Financial Planning & AnalysisNew York, NYWe are building a new model of primary care for women 50+ to solve long-standing problems: rushed appointments, long wait times, and care that's generalized rather than specialized towards women's needs later in life such as menopause, post-menopausal care, bone density, weight management, and mental, social and emotional well-being. Our ideal candidates have strategic prowess and the ability to use data to build best practices and implement great ideas in collaboration with our team and our community.
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.
NewFinancial Planning & Analysis Intern Planned Parenthood Federation of America IncFinancial Planning & Analysis InternNew York, NYThe Finance Department provides confidence to all stakeholders in the fiscal and fiduciary responsibility of Planned Parenthood Federation of America (PPFA), Planned Parenthood Action Fund (PPAF) and its related entities, and Planned Parenthood Global (PP Global) and its related entities (collectively the Organizations) with a commitment to customer service, sound controls, compliance monitoring, and timely, accurate, and complete reporting, analysis and decision support to further the Federation's mission. Planned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates, which operate non-profit health centers across the U.S. PPFA also works to educate the public on and advocate for issues of sexual and reproductive health.
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.
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.
Financial Planning Strategist Canadian Imperial Bank of CommerceFinancial Planning StrategistNew York, NY$125,000–$140,000 / yearAs a Financial Planning Strategist, you will be responsible for supporting and working closely with Relationship Managers (RM), Business Development Officers and clients to analyze, communicate and implement financial planning strategies for HNW/UHNW clients, as well as provide client support to the Wealth Strategies team. Perform financial planning analyses, including reviewing financial statements and other data, gathering additional data as necessary, entering data, evaluating alternative scenarios to respond to the client request, as well as alternatives to prompt additional planning considerations.
Infrastructure Financial Planning & Analysis - Vice President Morgan StanleyInfrastructure Financial Planning & Analysis - Vice PresidentNew York, NY$120,000–$190,000 / yearp>We're seeking someone to join our Business Infrastructure Office team as a Vice President, Financial Planning & Analysis in Finance to provide analytical and executive-level insights and analytics to the ISG, MSIM, and WM segment Finance and management teams on their infrastructure allocations for budgeting and planning, forecasts/estimates, and actuals analytics. 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.
NewManager, 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.
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.
Vice President, Financial Planning & Analysis (FP&A) Portage Point Partners LLCVice President, Financial Planning & Analysis (FP&A)New York, NY$160,000–$200,000 / yearOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). This Vice President is the first dedicated FP&A hire within the Accounting & Finance function, playing a critical role in building and scaling financial planning and analysis capabilities in a fast-paced, sponsor-backed, entrepreneurial environment.
Financial Planning & Analysis (FP&A) Senior Associate Guidehouse IncFinancial Planning & Analysis (FP&A) Senior AssociateNew York, NY$74,000–$124,000 / yearThis role includes managing and developing the Corporate Services SG&A budget, analyzing actual results compared to the budget, assisting with the monthly financial close, reviewing monthly results to identify and investigate variances, and preparing reports and presentations to explain month-end outcomes. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.
Senior Analyst, Financial Planning and Analysis (Systems & Analytics) Rainforest Alliance IncSenior Analyst, Financial Planning and Analysis (Systems & Analytics)NY$76,323–$109,033 / yearul>Support recurring reporting and forecasting processes through advanced Excel tools (e.g., large datasets, multi-tab models, and structured formulas). Use Power BI or similar visualization tools to develop user-friendly financial dashboards, reports, and data visualizations for internal stakeholders.
Senior Analyst, Financial Planning & Analysis Hospital for Special SurgerySenior Analyst, Financial Planning & AnalysisNY$86,000–$131,375 / yearp>• Bachelor's degree in finance, Business Administration, or a related field - or equivalent practical experience (including internships, military experience, or relevant analytical/operations roles) • 3+ years of experience in corporate or institutional financial planning, preferably within healthcare. • Proficiency in Excel and PowerPoint; experience with financial planning systems/tools is a plus, but not required • Clear communicator who can build strong working relationships with cross-functional teams; comfortable asking questions and following through.
Manager, Financial Planning and Analysis Progyny IncManager, Financial Planning and AnalysisNew York, NY$115,000–$130,000 / yearHeadquartered in New York City, Progyny has been recognized for its leadership and growth as a TIME100 Most Influential Company, CNBC Disruptor 50, Modern Healthcare's Best Places to Work in Healthcare, Forbes' Best Employers, Financial Times Fastest Growing Companies, Inc. 5000, Inc. Our benefits solution empowers patients with concierge support, coaching, education, and digital tools; provides access to a premier network of fertility and women's health specialists who use the latest science and technologies; drives optimal clinical outcomes; and reduces healthcare costs.
Senior Analyst, Financial Planning & Analysis Mutual of AmericaSenior Analyst, Financial Planning & AnalysisNew York, New YorkBuilds confidence in dealing with the business and knowledge of more in-depth tasks, developing the ability to take on more complex analyses and builds relationships to ensure achievement of Mutual of America’s strategy and objectives. The Senior Analyst, Financial Planning & Analysis is responsible for supporting the planning and analysis processes surrounding the company’s revenue/expenses/premiums.
NewFinancial Planning & Analysis Analyst JCCs of North AmericaFinancial Planning & Analysis AnalystNew York, NYRemote$85,000–$105,000 / yearThis 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.. Rooted in Jewish values, it is a cornerstone of the Upper West Side that provides something for every stage of life through a multifaceted array of offerings-spanning comprehensive children's and family programs, cutting-edge health and wellness, thought-provoking arts and culture, and vital social services.
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.
Senior Financial Planning and Analysis Analyst Schweiger Dermatology Group LLCSenior Financial Planning and Analysis AnalystNY$85,000–$95,000 / yearSchweiger is one of the leading dermatology practices in the country with over 580+ healthcare providers and over 170+ offices in New York, New Jersey, Pennsylvania, Connecticut, Florida, Illinois, Missouri, Minnesota, and California. Serve as the embedded Finance leader and de facto CFO for an assigned subset of regions, dedicating the majority of time to: Owning regional P&L performance and monitoring results against budget, forecast, and strategic targets.
Assistant Vice President, Financial Planning and Analysis Tradeweb Markets IncAssistant Vice President, Financial Planning and AnalysisNY$70,000–$160,000 / yearTradeweb plays a central role in modernizing market structure by developing innovative trading protocols, embedding analytics into execution, and building technology infrastructure that supports the convergence of traditional and digitally native financial markets. 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.
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.
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 and Analysis Mastercard IncManager, Financial planning and AnalysisPurchase, NY$125,000–$207,000 / yearp>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. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Director, Financial Planning & Analysis Mastercard IncDirector, Financial Planning & AnalysisPurchase, NY$163,000–$269,000 / yearAll 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. Role: The Director is responsible for supporting a broad spectrum of financial processes and initiatives including but not limited to the following: • Develop and manage driver based forecast models linking operational metrics to PN, VASS, and consolidated financial outcomes.
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.
U.S. Banks Financial Planning & Analysis - Director Morgan StanleyU.S. Banks Financial Planning & Analysis - DirectorNY$90,000–$155,000 / yearp>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).
Director Financial Planning & Analysis FP&ANYC Dassault Systemes SEDirector Financial Planning & Analysis FP&ANYCNew York, NY$157,000–$220,000 / yearOutstanding communication (written and verbal), interpersonal, and executive presentation skills, with a proven ability to effectively communicate complex financial information to all levels of the organization, including the executive team and potentially the Board of Directors. Celebrating 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.
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.
Director, Financial Planning & Analysis (FP&A)(NYC) Medidata Solutions IncDirector, Financial Planning & Analysis (FP&A)(NYC)New York, NY$157,000–$220,000 / yearOutstanding communication (written and verbal), interpersonal, and executive presentation skills, with a proven ability to effectively communicate complex financial information to all levels of the organization, including the executive team and potentially the Board of Directors. Celebrating 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.
Senior Finance Analyst - Corporate Financial Planning & Analysis - Finance & Administration Bloomberg LPSenior Finance Analyst - Corporate Financial Planning & Analysis - Finance & AdministrationNY$110,000–$150,000 / yearYou will also prepare and analyze financial information, including budgets, forecasts, and other management reporting, which allow our key stakeholders (Board of Directors, Management Committee, Audit Committee, etc.) to drive strategy and make decisions. You will partner with the broader finance organization (business finance, accounting, treasury, tax, etc.) to ensure that planning guidance is clear and that our data provides an accurate and reasonable view of the businesses' forecasted results.
Financial Planning, Senior Director Oppenheimer & Co. Inc.Financial Planning, Senior DirectorNew York, NY$130,000–$150,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This individual will satisfy this requirement through two major functions – partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firm’s financial professionals, and teams on all things related to Oppenheimer’s financial planning capabilities.
Director, Financial Planning and Analysis National Audubon Society, Inc.Director, Financial Planning and AnalysisNY$115,000–$129,000 / yearThis role will be the lead finance partner for support services/functional and fundraising teams and will partner and interact with Direct Reports and other leaders in the organization to facilitate financial planning and perform a broad range of fiscal, budgetary, and financial analysis. The Director of FP&A will support the Chief Financial Officer and Vice President, Financial Analysis & Business Partnering in the consolidation, review and analysis of operating budgets and forecasts, as well as the monthly consolidation and analysis of total operating results.
Financial Planning and Analysis Analyst Seton Hall UniversityFinancial Planning and Analysis AnalystSouth Orange, NJ$48,000–$66,000 / yearAnalyze detailed operating budgets and work closely with end-user business managers on reviewing and approving personnel and non-personnel actions. Duties and Responsibilities: Budget & Forecasting - Assist in developing comprehensive one and three-year budget forecast models built on numerous revenue and expense assumptions that encompasses the University's Strategic Plan.
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.
Manager, Financial Planning and Analysis DuetManager, Financial Planning and AnalysisNew York City, New YorkBy providing NPs with tailored products and services within a supportive setting, Duet is building the nation’s largest network of NP-owned practices, driving better outcomes for patients and communities. In this role, you'll be a key financial partner to the business, owning our budgeting process, building the models that drive strategic decisions, and turning complex data into clear narratives for leadership.
Manager, Financial Planning & Analysis Mastercard IncManager, Financial Planning & AnalysisPurchase, NY$125,000–$207,000 / yearAll 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. Independently manage ad hoc analytical requests and special projects for senior stakeholders, applying strong financial judgment, structured problem solving, and clear, executive ready communication.
Financial Planning, Senior Director Oppenheimer Holdings IncFinancial Planning, Senior DirectorNY$130,000–$150,000 / yearp>Responsibilities: • 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.
Corporate Financial Planning & Analysis Manager Prestige Consumer Healthcare IncCorporate Financial Planning & Analysis ManagerNY$145,000–$160,000 / yearWe operate in niche segments within these categories in which the strength of our brand names, our established retail distribution network, a low-cost operating model and an experienced management team are the keys to our success. This role operates independently to translate business drivers into decision-oriented financial insights, with direct impact on pricing, margin, cost productivity, and capital allocation decisions.
Director, Financial Planning & Analysis A Place for Mom IncDirector, Financial Planning & AnalysisNew York, NY$170,000–$190,000 / yearTogether, we simplify the senior care search with free, personalized support - connecting caregivers and their loved ones to vetted providers from our network of 15,000+ senior living communities and home care agencies. This key leadership position will drive budget-to-actual analysis, deliver insightful reporting, and support both internal and external reporting requirements through detailed, ad hoc analyses.
Analyst, Financial Planning & Analysis Link LogisticsAnalyst, Financial Planning & AnalysisNew York, New YorkThe Analyst, Financial Planning & Analysis will work directly with FP&A leadership to identify, design, and deploy AI-native solutions that transform how the company plans, forecasts, reports, and makes decisions. The scope is deliberately broad: we want someone who can move fluidly between building a working prototype, pressure-testing a financial model, and presenting a vision to senior leadership.
Director of Financial Planning and Analysis Creation Technologies LLCDirector of Financial Planning and AnalysisNY$185,000–$205,000 / yearBased fully on-site in Rochester, NY, this highly visible strategic individual contributor role is ideal for a finance leader who thrives in a fast-paced, data-driven manufacturing environment and enjoys partnering directly with operational and executive leadership. Beyond the numbers, you will serve as a trusted business partner across functions - influencing decisions, identifying operational trends, and helping leaders navigate both tactical challenges and long-term strategic priorities.
Senior Financial Planning Analyst Wolters Kluwer N.V.Senior Financial Planning AnalystNY$78,400–$136,950 / yearYour role will ensure that accurate financial insights are available for decision-making, aiding the organization's financial planning and analysis efforts efficiently. As a Senior Financial Planning Analyst, you will engage in more advanced financial tasks and provide significant support in the analysis and preparation of financial data.
Technical Manager, Financial Planning and Analysis (FP&A) PrenuvoTechnical Manager, Financial Planning and Analysis (FP&A)New York, NY$160,000–$190,000 / yearp>Please be advised that official communication from our recruitment team will only come from our authorized domain [prenuvo.com]. Help 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!
Financial Planning and Analysis Manager Horizon Air FreightFinancial Planning and Analysis ManagerInwood, NYFull timeCross-functional Collaboration: Serve as a financial business partner, working closely with other departments (e.g., Operations, Sales, Information Technology, Human Resources) to gather data, build consensus on financial plans, and provide financial expertise. · Process Improvement: Drive continuous improvement in financial planning processes, systems, and reporting capabilities, leveraging financial software and tools (e.g., ERP, BI, AI, Microsoft Excel) to enhance efficiency and accuracy.
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.
Principal Financial Analyst - OCI, Energy Planning Oracle CorpPrincipal Financial Analyst - OCI, Energy PlanningNY$84,500–$178,100 / yearAs OCIs power portfolio evolves beyond traditional grid procurement into onsite generation, renewable PPAs, battery storage, and hedging structures, this role will be at the center of modeling those emerging commercial arrangements and quantifying their financial impact for leadership. Develop new-region energy cost models for sites in the planning pipeline, forecasting power costs in markets where OCI does not yet operate by analyzing local tariff structures, wholesale market dynamics, and available supply options.