7,331 Financial Analyst jobs in the United States
Financial Analyst, Financial Planning & Analytics
Posted 1 day ago
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Provide research and performance analysis of UNFCU's business lines and products. Create financial models and datasets to support executive decision making using financial applications and database tools. Responsible for defining member behavior, trends, and product preferences through data analysis. Collaborate with FP&A colleagues to model budgets and forecasts. Partner with business leaders to evaluate product proposals using funds transfer pricing, ROA, and capital ratios. Compile industry comparisons and assist in new business opportunities and ad hoc projects. Additionally, provide analytical insights to support optimal business decisions.
This position is expected to be hybrid.
NYC Salary Range - $100,860-$129,320 annually; compensation is commensurate to geographic location.
What you'll do- Regardless of seniority or role, uphold UNFCUs mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors.
- Manage and report on monthly financial performance, including working with business units in identifying reasons for variances to budget and prior periods.
- Serve as the subject matter expert (SME) on UNFCUs financial reporting software (including Axiom), with experience in data maintenance (ETL) and vendor relationship (software version support). Recommend process enhancements that improve business intelligence practices.
- Serve as primary contact for business units on all financial queries including developing and tracking forecasts and identifying actions to mitigate potential business risk.
- Play a key role in preparing the annual business plan.
- Develop and distribute financial models, forecasts and performance measures, and create relevant dashboards and/or reporting tools to enable functional leaders to make data driven decisions for day-to-day operations.
- Assist other analysts in creating profitability analysis reports by business units and by members periodically and exhibit aptitude to discuss data to business units and senior management.
- Support other team members as required and perform other ad hoc analyses.
- Assemble and analyze data sources across multiple departments to produce detailed presentations and dashboards as requested by senior management using Tableau, Power BI or SQL.
- Perform additional responsibilities as assigned
- Ensure compliance with federal and state laws and regulations and UNFCUs Code of Ethics & Business Conduct.
- Bachelors degree in Business, Finance or Economics, Math or Statistics, or Computer/Data Science/Engineering
- 5+ years of experience in business analytics, profitability analysis, and/or data visualization
- Experience in business and data analysis in a corporate setting
- Proficient with query and dashboard tools (SQL server, Tableau)
- Experience with data modeling
- Proficient in organizing and analyzing unstructured data
- Advanced proficiency with Excel
- Financial institution experience preferred/plus
- Understand product knowledge, the Banking/Credit Union business lines, and product and support functions
- Ability to manipulate large volume of data and summarize key messages to leadership and produce a measurable message
- Understand complex data structures
- Strong business acumen in Finance, Banking Operations, and Strategic Management
- Excellent interpersonal skills and highly detail oriented
UNFCU is a global not-for-profit financial institution that serves the UN community. We are committed to providing peace of mind to our members and colleagues and strive to achieve service excellence in all that we do. The best part of UNFCU is the people. Those that choose to work with us often find personal fulfillment, professional growth and a purposeful culture.
UNFCU is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. UNFCU prohibits discrimination and harassment of any type. All applicants will be considered for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by country, federal, state or local laws.
#J-18808-LjbffrFinancial Analyst Financial Planning Analysis
Posted 3 days ago
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Job Description
The Financial Planning & Analysis Department is responsible for analyzing any and all facets of business affiliated with Wynn Resorts, Ltd.
The Financial Analyst will be responsible for producing reports based on numerous data points which will enable Sr. Management to make more informed business decisions and provide analysis summaries and recommendations based on findings. Assist in the research and analysis of casino/hotel related special events. Will participate with the SVP & CFO, VP of FP&A and Operational departments to develop operational and capital budgets.
Assist the SVP & CFO and VP of FP&A in the development of the operational and capital budgets, monthly financial analysis and adhoc analyses for operations departments.
Provide analyses for all divisions (Casino, Hotel, F&B, Retail, Entertainment, Other Income, Advertising and G&A).
Provide statistical and analytical support in the development, implementation and evaluation of all operations departments programs.Prepare various weekly, monthly, quarterly and annual projects for operations departments.
Establish a database of relevant financial information for use in projections and forecasts.
Provide return on investment (ROI) analysis for any new investment project.
Qualifications:
Qualifications
- Requires a bachelors degree in Accounting, Finance or equivalent gaming/hotel industry experience.
- At least (2) two years finance or related experience, with gaming and hotel experience preferred.
- Proficient in the use of various PC applications including MS Office (Access, Excel, Word, Outlook), PeopleSoft, Cognos and SQL.
- Must be able to obtain and maintain any licensing or active work cards required, at present or in the future, for this position at all times.Must be 21 years of age or older.
Additional Information
Wynn Resorts is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. Wynn Resorts does not discriminate on the basis of disability, veteran status or any other basis protected under federal, state or local laws.
#J-18808-LjbffrSenior Financial Analyst, Financial Planning
Posted 15 days ago
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Job Title: Senior Financial Analyst, Financial Planning
Internal Job ID: 10041664
Location: Pleasanton, CA (Hybrid, 2 days onsite)
Compensation: $110,500 - $135,350 (DOE) + Bonus & Benefits
The Company: A well-established, national retailer is seeking a Senior Financial Analyst to join its high-performing Corporate Financial Planning & Analysis (FP&A) team. This Fortune 500 company operates thousands of locations across the U.S. and continues to expand by focusing on operational excellence, financial discipline, and delivering value to its customers. With a fast-paced, highly collaborative work environment, the company offers career growth opportunities, exposure to senior leadership, and a culture of continuous learning.
The Role: The Senior Financial Analyst will play a key role inforecasting, long-term planning, reporting, and strategic financial analysis to support the Finance department and senior leadership. This role requiresstrong financial modeling skills, the ability to work with ambiguity, and a proactive approach to problem-solving . The ideal candidate will have experience collaborating with stakeholders across an organization and providing meaningful insights that drive business decisions.
Key Responsibilities:
- Support the weekly forecasting process, analyzing key P&L components (sales, gross margin, inventory, etc.)
- Partner with business units to identify financial trends, variances, and key drivers to provide insights for decision-making
- Assist with the annual budgeting and long-term planning processes, helping to set financial targets and build forecasts
- Communicate key updates to business partners, generate high-level summaries, and explain financial variances
- Prepare daily, weekly, monthly, and quarterly financial reports, including analysis of business performance, inventory trends, and balance sheet data
- Support Investor Relations and executive leadership with analytical insights and board-level financial discussions
- Conduct ad-hoc financial analysis to support business strategy and operational improvements
Qualifications:
- 4-5+ years of experience in FP&A, corporate finance, or financial analysis (retail industry experience preferred but not required)
- Bachelors degree in Finance, Accounting, Economics, or related field (CFA or MBA a plus)
- Strong analytical and financial modeling skills, with a data-driven approach to problem-solving
- Experience with financial systems and applications (PowerBI, Hyperion, MicroStrategy, Peoplesoft Financials, etc.)
- Proficiency in Excel (advanced modeling) and PowerPoint
- Ability to synthesize large data sets and translate findings into actionable insights
- Strong communication and business partnering skillsability to collaborate across teams and present to leadership
- Comfortable working in afast-paced, evolving environment and taking ownership of projects with minimal oversight
Why consider this Opportunity?
- Career Growth A company that invests in employee development
- High-Impact Role Direct exposure to senior leadership on key financial strategies
- Collaborative Culture A team-oriented environment that values innovation and learning
- Competitive Pay & Benefits Comprehensive compensation package including bonus & hybrid work flexibility
This role is an excellent opportunity for a finance professional looking tomake an impact in a fast-growing, nationally recognized retail organization . Apply today to learn more!
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
Job#123
#J-18808-LjbffrFinancial Planning & Analysis Financial Analyst
Posted today
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Pay $72000.00 / year
Employment type: Full-Time
Job DescriptionReq#: 24228
Salary RangeUSD $2,000.00/Yr. - USD 83,000.00/Yr.
OverviewThe Job in a Nutshell:
The FP&A Financial Analyst will be involved in financial reporting and analysis, budgeting and forecasting, and other special projects. This position has the opportunity to develop into a Senior Financial Planning & Analysis role by demonstrating proficiency in the activities below.
ResponsibilitiesMain Ingredients:
- Responsible for elements of the financial close process including reporting, variance analysis and communicating results.
- Work closely with Accounting and department heads during pre-close meetings.
- Lead meetings that communicate financial performance to Accounting/Finance and the supported departments.
- Provide strong business partnership to the supported departments; understand the business issues facing the organization and provide financial alternatives.
- Analyzes financial performance by compiling data and monitoring trends from various data sources.
- Assist with the annual budget process and periodic forecasts, including working with department heads to determine necessary forecast adjustments and budget needs.
- Take ownership of analysis requirements, including setting deadlines, collecting, and analyzing the right data, and effectively communicating key insights.
- Preparation of reporting and presentation materials for delivery to senior level management.
- Evaluate and implement systems and processes, including budgeting, planning, reporting, analytical tools.
- Participate in special projects and ad hoc analysis requests.
- Additional responsibilities as assigned by the VP Treasurer and Sr. Manager of FP&A.
Although this is a general outline of job responsibilities, all employees are expected to be hands on and do whatever it takes to get the job done and make the company thrive.
QualificationsRecipe for Success:
- Bachelors Degree required; finance, accounting, or economics background preferred.
- Minimum of 2 years of quantitative and/or financial analysis experience required.
- Prior experience with P&Ls and financial modeling is required.
- Self-driven with ability to multi-task and work with minimal supervision in a deadlines-oriented environment.
- Track record of supporting monthly financial processes, and delivering timely and accurate results.
- Advanced Microsoft Office proficiency, including:
- Ability to combine and characterize data from multiple sources.
- Excellent analytical and problem-solving skills to properly organize and structure model to efficiently answer the relevant business question.
- Experience using a range of Excel functions (statistical functions, logical functions, pivot, lookup/reference functions, text functions, etc.).
- Strong oral/written communication skills.
- Must have attention to detail with high standards of accuracy and review.
- Proficiency with SAP and/or other ERP systems.
- Proven ability to build relationships with all levels of the organization and departments.
This job description is not an employment contract. It does not guarantee a job or that the above listed duties are the limit of responsibilities. The job and job description are subject to change with and without notice. Employees are required to accomplish any and all tasks assigned to him/her by their Manager and/or other Store Support Center manager that might not be listed in this job description.
BenefitsHeres an overview of the benefits we offer our good4u Crew to help ensure the health and wellbeing of you and your family, now and well into the future:
All Crew Members:
- Birthday Bonus Pay
- Vitamin Bucks (up to 2,080 earned as store credit annually)
- Holiday Pay for 5 Holidays Stores Closed
- Paid Time Off (sick days and vacation) that Increases with Tenure
- Paid Nutrition Education
- good4u Crew Member Discount
- {N}power Program (customer appreciation and rewards program)
- Regular, Scheduled Pay Increases
- Advancement Opportunities and Career Development
- Health and Wellness Program
- Employee Assistance Program (EAP)
- Employee Referral Program
Full-Time Crew Members (30+ hours/week):
- Medical, Dental and Vision Insurance
- Paid Parental Leave
- Paid Medical Leave (through company paid short-term disability insurance)
- Company Paid Short-Term Disability Insurance
- Company Paid Life Insurance
- Voluntary Benefits Including Hospital Indemnity, Accident Insurance, Long-Term Disability Insurance, Term Life Insurance
- Retirement Savings Plan (401k) with discretionary Company Match
- Healthcare and Dependent Care Flexible Spending Account (FSA)
- Health Savings Account (HSA) with Company Match
At the heart of Natural Grocers' commitment to our community and crew is this belief: All people should be empowered to experience health and wellbeing! We cannot be true to this conviction without honoring diversity and cultivating inclusion throughout every aspect of our organization.
At Natural Grocers, we honor our differences, embrace diversity, and cultivate inclusion because both individual and societal health are rooted in these principles. Our Crew is diverse not only in gender, race, ethnicity, sexual orientation, religion, abilities, and age but also in cultural backgrounds, thoughts, and ideas. Celebrating our diversity refreshes, expands, and shapes our perspective, energizing our mission of equitable access to health and wellness for all. We welcome everyone who would like to join us in this mission, with gratitude for the unique life experience each person brings to the table. Were committed to nurturing an ecosystem of diversity and inclusion in which our Crew can continue to thrive.
Physical and Environmental RequirementsPhysical Requirements:
- Must have the ability to occasionally lift or carry up to 50 lbs.
- Must have the ability to occasionally push or pull up to 30 lbs.
- Must be able to constantly use the computer for data entry and use of mouse.
- Must be able to constantly sit, use fine motor manipulations, and reach outward for the duration of the work shift.
- Must be able to frequently grip, bend, twist, and turn.
- Must be able to occasionally walk, stand, squat, kneel, and reach above chest as needed.
Environmental Requirements:
- Must be able to work occasionally with cold, heat, sharp tools and equipment, noise, contact stress, dust, fumes, and congested worksite.
A natural & organic grocery store featuring free nutrition education and your favorite food, body care & dietary supplements at always affordable prices.
#J-18808-LjbffrFinancial Analyst & Planning
Posted 2 days ago
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Are you passionate about numbers, strategy, and driving impactful decisions? We’re looking for an experienced FP&A (Financial Planning & Analysis) Analyst in Baton Rouge, LA to join a mission-driven organization and support its financial operations.
This role plays a critical part in budgeting, forecasting, and providing meaningful insights that help leadership make data-driven decisions. If you're analytical, detail-oriented, and thrive in a collaborative environment, we want to hear from you!
Key Responsibilities Include:
Financial Planning & Budgeting
- Prepare and manage annual budgets
- Analyze variances and provide clear, actionable insights
- Create and update financial forecasts
- Build and maintain financial models for scenario planning
Financial Analysis & Reporting
- Analyze data to identify trends and areas for improvement
- Develop reports and presentations for leadership and stakeholders
- Track KPIs to monitor financial performance
- Conduct ad-hoc financial analysis as needed
Additional Duties
- Ensure compliance with all relevant financial regulations
- Support audit processes and financial reporting requirements
- Collaborate across departments to support planning
- Identify and implement cost-saving opportunities
- Provide training and guidance on finance-related topics
This is a fantastic opportunity to contribute to a meaningful mission while growing your career in finance.
Lead Financial Analyst - Financial Planning & Analysis
Posted 5 days ago
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Job Category : Finance Requisition Number : LEADF003249 Apply now Full-Time Locations Showing 1 location ST - Seattle 401 S Jackson St Seattle, WA 98104, USA ST - Seattle 401 S Jackson St Seattle, WA 98104, USA Salary range is $78k to $80k, with a midpoint of 129k. New hires typically receive between minimum and midpoint, however, we may go slightly higher based on experience, internal equity and market. Sound Transit also offers a competitivebenefits package with a wide range of offerings, including: Health Benefits: We offer two choices of medical plans, a dental plan, and a vision plan all at no cost for employee coverage; comprehensive benefits for employees and eligible dependents, including a spouse or domestic partner. Long-Term Disability and Life Insurance. Employee Assistance Program. Retirement Plans: 401a – 10% of employee contribution with a 12% match by Sound Transit; 457b – up to IRS maximum (employee only contribution). Paid Time Off: Employees accrue 25 days of paid time off annually with increases at four, eight and twelve years of service. Employees at the director level and up accrue additional days. We also observe 12 paid holidays and provide up to 2 paid floating holidays and up to 2 paid volunteer days per year. Parental Leave: 12 weeks of parental leave for new parents. Pet Insurance. ORCA Card: All full-time employees will receive an ORCA card at no cost. Tuition Reimbursement: Sound Transit will pay up to $5,0 0 annually for approved tuition expenses. Inclusive Reproductive Health Support Services. Compensation Practices: We offer competitive salaries based on market rates and internal equity. In addition to compensation and benefits, you’ll find that we provide work-life balance, opportunities for professional development and recognition from your colleagues. GENERAL PURPOSE: Provides financial planning and analysis services to the Agency’s long-term system planning, budgeting, and financial modeling processes with minimal direction. Lead and guide analysts in processes and/or procedures for the development of short-term and long-term forecasts, cost-benefit analysis, and financial analysis on divisional, modal and/or Agency-wide issues. Performs at an expert level fully functional in all aspects of financial planning, provides highly responsive and complex analysis, strategic thinking, and ad hoc project support to the Financial Planning & Analysis division in Finance. ESSENTIAL FUNCTIONS: The following duties are a representative summary of the primary duties and responsibilities. Incumbent(s) may not be required to perform all duties listed and may be required to perform additional, position-specific duties. Build and enhances collaborative relationships within FP&A team, assigned divisions and project teams, and across the agency. Leads process for departmental drivers, analysis and provide additional support to analysts in preparation of the annual budget documents for department and modal. Recommends direction and guidance to other team members on issues while completing all assigned activities pertaining to but not limited to, timely, accurate, and concise ad-hoc financial performance reporting; identifies and resolves financial and budgetary issues and problems for assigned divisions/projects. Develops, prepares, and presents financial data to support financial review meetings; assists in the production of other budget and financial related reports, training materials or presentations as requested; and responds to requests for information and data for internal and external audiences. Develops and manage process and procedures for operating model for operations department, including but not limited to, development of assumptions/drivers in short-term and long-term financial analysis, cash flow modeling, present/future value analysis. Develops and manage process and procedures for modal allocations and reporting, including but not limited to, development of assumptions/drivers in short-term and long-term financial analysis, cash flow modeling, present/future value analysis. Stays current on of FP&A, budget, and accounting (including but not limited to, overhead allocation methodologies, reporting systems, related tools, process and procedures). Ensure that changes and impacts are well communicated and provide training on such changes. Provides mentorship, training, guidance on all departmental related for new team members; enhances onboarding experience of new team members. Lead and participate in continuous process improvement opportunities, including identifying and collaborating with impacted stakeholders. Develops, tracks, and reports out on division, projects and relevant agency KPIs. Develops forecasts, and variance analysis for Budget vs actuals and forecast vs actual. Supports the division in preparation of the annual proposed and adopted budget documents. Performs industry research to evaluate reporting alternatives Reconciles differences between budget and accounting-based reports to ensure integrity and consistency of financial information. Represents the FP&A Division as directed; serves on committees as assigned; prepares and presents reports and other correspondence as necessary; participates in professional group meetings; maintains awareness of emerging trends and developments in assigned areas of focus, and incorporates into work processes as appropriate; ensures policies and practices are interpreted and applied consistently and effectively; ensures accountability and compliance with all current and applicable state and federal laws, Agency policies and procedures, rules and regulations. Champions and models Sound Transit's core values and demonstrates values-based behaviors in everyday interactions across the agency. Contributes to a culture of diversity, equity and inclusion in alignment with Sound Transit’s Equity & Inclusion Policy. It is the responsibility of all employees to follow the Agency safety rules, regulations, and procedures pertaining to their assigned duties and responsibilities, which could include systems, operations, and/or other employees. It is the responsibility of all employees to integrate sustainability into everyday business practices. Other duties as assigned. MINIMUM QUALIFICATIONS: Education and Experience: Bachelor’s degree in Finance, Economics, Business Administration, Public Administration, or closely related field; Five years of experience in the areas of financial planning and analysis, modeling, and developing financial projections in assigned area of a medium to large organization, preferably in transit operation or similar organization; Or an equivalent combination of education and experience. Required Knowledge and Skills: Operational characteristics, services, and activities of financial planning and budget and associated fiscal functions. Principles and practices used in developing financial projections. Principles and practices of financial analysis, cash flow modeling, present/future value analysis, statistics, and economics. Principles and practices of program management. Project management techniques and principles. External and management reporting requirements and report preparation. Modern office procedures, methods, and equipment including computers. Computer applications such as word processing, spreadsheets, and statistical databases. Utilizing computer software programs affecting assigned work and in compiling and preparing spreadsheets. Establishing and maintaining effective working relationships with other department staff, management, vendors, outside agencies, community groups, and the general public. Interpreting and administering policies and procedures sufficient to administer, discuss, resolve, and explain them to staff and other constituencies. Analyzing and providing valued input into complex financial and policy issues. Performing the full range of expert-level economic and financial analysis and forecasting. Planning and executing multi-year, multi-project financial analyses. Managing multiple tasks, setting and meeting objectives/goals, and re-prioritizing as needed. Effectively represent the Agency to outside individuals and agencies to accomplish the goals and objectives of the program area. Preparing, analyzing, and providing strategic guidance on complex data and numerical computations and comprehensive reports. Maintaining confidentiality and communicating with tact and diplomacy. Applying advanced project management techniques and principles. Physical Demands / Work Environment: Work is performed in a standard hybrid office and field environment. Positions working in field may occasionally be exposed to dangerous machinery, extreme weather conditions, physical harm, hazardous chemicals, and/or extreme noise. The Agency promotes a safe and healthy work environment and provides appropriate safety and equipment training for all personnel as required. Sound Transit is an equal employment opportunity employer. No person is unlawfully excluded from employment action based on race, color, religion, national origin, sex (including gender identity, sexual orientation and pregnancy), age, genetic information, disability, veteran status or other protected class. Qualifications Skills Behaviors : Motivations : Education Experience Licenses & Certifications Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
Principal Financial Analyst, Financial Planning & Analysis
Posted 21 days ago
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Join to apply for the Principal Financial Analyst, Financial Planning & Analysis role at Coupang . We exist to wow our customers. We know we’re doing the right thing when we hear our customers say, “How did I ever live without Coupang?” Born out of an obsession to make shopping, eating, and living easier than ever, we’re collectively disrupting the multi-billion-dollar commerce industry from the ground up. We are one of the fastest-growing retail companies that established an unparalleled reputation for being a leading and reliable force in South Korean commerce. We are proud to have the best of both worlds — a startup culture with the resources of a large global public company. This fuels us to continue our growth and launch new services at the speed we have been since our inception. We are all entrepreneurial, surrounded by opportunities to drive new initiatives and innovations. At our core, we are bold and ambitious people that like to get our hands dirty and make a hands-on impact. At Coupang, you will see yourself, your colleagues, your team, and the company grow every day. Our mission to build the future of commerce is real. We push the boundaries of what’s possible to solve problems and break traditional tradeoffs. Join Coupang now to create an epic experience in this always-on, high-tech, and hyper-connected world. Job Description As a key partner working closely with Engineering/Product, Finance & Procurement leaders, this role will work to execute a variety of workstreams aimed at improving Coupang’s AWS cloud visibility & cost efficiency. Key Responsibilities Reporting & Analysis: Provide strategic finance support on cloud related projects & initiatives across Coupang’s engineering departments, such as ROI analysis, TCO analysis, Buy vs. Build & implementation break even analysis. Manage ongoing cloud and datacenter spending, identify and partner with stakeholders for efficiency improvement. Lead AWS Key performance indicator tracking initiatives, monitoring AWS spend to key business metrics performance. Operational: Reviewing cloud capacity requests from engineering and providing cloud cost optimization recommendations where applicable. Support company reserved instance strategy, routinely monitoring RI coverage and supporting RI purchase origination process to optimize RI savings. Partner with Tech teams to drive company resource CPU and Memory utilization improvement. Leverage Coupang AWS cost data to do benchmarking analysis—identifying outlier services that require provision revisiting. Build data driven insights that help shape and champion company wide cloud governance policy. Experience 8+ years of experience in financial planning and analysis in a fast-paced technology-oriented organization. Experience with SQL queries, Tableau & organizing large datasets. Experience leading and developing financial models, creating new financial processes, models and tools. Excellent communication skills and ability to partner with non-financial leaders in technology. Ability to articulate complex cloud & financial topics clearly. Strong MS-Office skills (Excel, Word, Access, PowerPoint) and experience with SAP. Preferred 2+ years experience with at least 1 public cloud provider (AWS, Azure, GCP) with working knowledge of cloud technology & cloud cost drivers. Our compensation reflects the cost of labor across several US geographic markets. At Coupang, your base pay is one part of your total compensation. The base pay for this position ranges from $114,000/year in our lowest geographic market to $212,000/year in our highest geographic market. Pay is based on several factors including market location and may vary depending on job-related knowledge, skills, and experience. General Description of All Benefits Flexible Spending Accounts (FSA) & Health Savings Account (HSA). Long-term/Short-term Disability. Employee Assistance Program (EAP) program. 401K Plan with Company Match. 18-21 days of the Paid Time Off (PTO) a year based on tenure. 12 Public Holidays. Paid Parental leave. MTV - (Free) Electric Car Charging Station. General Description of Other Compensation “Other Compensation” includes, but is not limited to bonuses, equity, or other forms of compensation that would be offered to the hired applicant in addition to their established salary range or wage scale. Coupang is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to actual or perceived race (including traits historically associated with race, including but not limited to hair texture and protective hair styles), color, religion, religious creed (including religious dress and grooming practices), sex or gender (including pregnancy, childbirth, breastfeeding, and medical conditions related to pregnancy, childbirth or breastfeeding), gender identity, gender expression, sexual orientation, ancestry, national origin (including language use restrictions), age (40 and over), physical or mental disability, medical condition, genetic information, HIV/AIDS or Hepatitis C status, family status (including but not limited to marital or domestic partnership status), military or veteran status, use of a trained dog guide or service animal, political activities or affiliations, ancestry, citizenship, family and medical leave status, status as a victim of any violent crime, or any other characteristic or class protected by the laws or regulations in the locations where we operate. If you need assistance and/or a reasonable accommodation in the application of recruiting process due to a disability, please contact us at Seniority level Mid-Senior level Employment type Full-time Job function Finance, Analyst, and Accounting/Auditing Industries Technology, Information and Media #J-18808-Ljbffr
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Financial Planning Analyst
Posted 10 days ago
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H2O America is actively seeking talented, driven and effective applicants for the position of Financial Planning Analyst to join our dynamic team. We offer a challenging and rewarding work environment along with a competitive salary and an excellent benefits package. H2O America is the parent organization of the following subsidiary companies: San Jose Water, Connecticut Water, Maine Water, and Texas Water. We sustain life by delivering high-quality water and exceptional service while investing in the health and vitality of the communities we serve. Position Summary: Reporting to the Director of Financial Planning & Analysis, this individual will perform Financial Planning and Analysis and will assist with the Company’s strategic business plan and budgeting processes, financial analysis, business development transaction analysis, and special projects. The ideal candidate will have a strong understanding of financial modeling, valuation, and due diligence as well as corporate FP&A activities. They will provide financial consulting and strategic support to senior management, including preparing financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunity analysis, acquisition analysis, and other special projects requested by senior management. Specific Responsibilities Duties and Responsibilities: Assist in financial studies and multi-company financial planning and analyses, including merger & acquisition evaluation, strategic planning, business development, and operational efficiency/savings analyses. Support budgeting and forecasting for H2O America’s Shared Services Business Units. M&A and Business Development: Build forecast models and metrics to evaluate the outcome of potential business transactions, including but not limited to economic alliances, mergers, acquisitions, capital projects, and divestitures. Conduct industry and company research. Prepare financial models and valuation analyses. Assist with due diligence. Create presentations and documentation. Track progress and manage deal timelines. Stay up to date on M&A trends and developments. Financial Analysis: Provide key financial analysis of monthly and year-to-date results vs. budget and prior year, identifying causes of deviations and providing actionable insights. Analyze trends and key drivers and recommend strategies for improvement. Collaborate to prepare monthly and quarterly business performance reviews for the Shared Services Business Units. Work closely with Business Unit leaders in Shared Services, providing them with data-driven insights. Assist in the preparation of the 5-year strategic plan and associated cash flow modeling. Conduct analyses related to operations and future capital programs or other assigned projects; prepare reports and presentations pertaining to research and recommendations concerning analyzed subjects. Develop effective techniques and models for financial planning and analyses. Perform detailed analysis, fact verification, and research on subject matters as needed. Assist in complex financial forecasting studies, including utility regulated model and related regulatory analysis. Support other special projects required by senior management. Partner with accounting, budgeting, regulatory affairs, legal, and tax as appropriate. Required Knowledge, Skills & Abilities: Knowledge and skill in the application of generally accepted accounting principles. Ability to review and analyze complex accounting and financial data. Ability to identify financial implications of complex agreements and legal documents. Advanced financial modeling and analytical skills. Knowledge of the principles and practices of financial plan preparation and administration, accounting, and financial reporting; economics, statistical analysis, forecasting techniques, and computer modeling. Demonstrate extensive knowledge of the financial planning & analysis function. Mindset for continuous improvement. Knowledge and experience with regulated utilities. Communication Skills: Listens objectively to various viewpoints, quickly synthesizes new data, and responds appropriately to various stakeholders across multiple communication channels. Prepares and delivers compelling, concise, persuasive presentations. Leverages and expands relationships with stakeholders in the Accounting & Finance department, as well as other departments and groups. Required Education and Experience: Bachelor’s degree in accounting or finance; CPA or MSA desirable. Prior Investment Banking or M&A Analyst experience desirable. At least five years of professional-level financial analyst experience. Familiarity with financial accounting systems, preferably JD Edwards Enterprise One, Power Plant, Insight, Microsoft Excel, and database software are desirable. Location: This position may report out of any of the following subsidiary locations of H2O America: San Jose Water (San Jose, CA), Texas Water (New Braunfels, TX), Connecticut Water (Clinton, CT) or Maine Water (Saco, ME). Salary: California: $95,268 - $71,462/annually Connecticut: 75,582 - 136,068/annually Maine: 75,582 - 136,068/annually Texas: 71,298 - 127,316/annually EEO Statement Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. #J-18808-Ljbffr
Financial Planning Analyst

Posted 15 days ago
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We are offering an exciting opportunity for a Financial Planning Analyst in Houston, Texas. You will be instrumental in handling customer accounts, processing financial plans, and supervising new client onboarding. Your role will also include tracking and resolving customer inquiries, and working in a team environment with other analysts.
Responsibilities:
+ Conduct in-depth assessments of clients' financial situations, including income, expenses, investments, and liabilities.
+ Analyze clients' financial goals, risk tolerance, and retirement needs.
+ Prepare personalized financial plans based on clients' short- and long-term goals.
+ Advise clients on retirement planning, including 401(k), IRA, pension plans, and other retirement savings accounts.
+ Help clients determine how much they need to save for retirement and create a strategy to meet those targets.
+ Plan for retirement income strategies and minimizing tax liabilities in retirement.
+ Collaborate with tax professionals and attorneys to assist clients in tax planning and minimizing tax liabilities.
+ Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of trusts, wills, and life insurance.
+ Provide guidance on charitable giving strategies to support clients' philanthropic goals.
+ Assess clients' insurance needs and recommend policies for life, health, disability, and long-term care insurance.
+ Advise clients on managing personal and business risks and mitigating potential financial losses.
+ Educate clients on financial products, investment principles, budgeting, and other areas of personal finance.
+ Help clients make informed decisions about saving, spending, and investing their money.
+ Foster long-term relationships with clients by acting as a trusted advisor and providing continuous guidance.
+ Monitor clients' financial situations on a regular basis, making adjustments to plans and investments as needed.
+ Review financial plans with clients annually to ensure that their goals are on track and modify strategies based on life changes or new financial circumstances.
For immediate consideration, contact
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- CFP Designation
- Proficiency in financial planning and strategy.
- Knowledge of financial forecasting and diagnosis, corporate finance, and information analysis.
- Proficient in spreadsheets, databases, and financial software applications.
- Strong analytical skills to assess data, facts, and figures used to develop strategies.
- Exceptional communication skills to effectively convey financial information to non-financial colleagues.
- Ability to work independently and collaborate effectively as part of a team.
For immediate consideration, contact
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Financial Planning Analyst

Posted 15 days ago
Job Viewed
Job Description
A wealth management / financial planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: preparing reports, projections and recommendations for financial planning; retirement planning; taxes; estate flowcharts; some investment management duties; working directly with clients; various other duties typical of a financial planner.
Requirements
Qualified candidates will have a BA in business or related field plus a minimum of 3+ years of experience in the public accounting or financial planning field. For confidential consideration or more information, contact Jordon Heffler.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .