Financial Planning Specialist

Found in: beBee S US - 2 weeks ago


Long Island City, United States Bloomingdale's Full time
About:

Bloomingdale's makes fashion personal and fun, aspirational yet approachable. Our mission is to guide and inspire our customers to make style a source of creative energy in their lives. We will always strive to make Bloomingdale's like no other store in the world. Everyone plays a critical role to bring our mission to life. Regardless of position, we believe all colleagues have a voice and access to share their thoughts with every level of leadership. Our colleagues are passionate, driven, entrepreneurial and collaborative. We welcome and embrace diversity of background, thought and opinion while having a lot of fun along the way.

Job Overview:

The Financial Planning Specialist has responsibilities for store expense planning, forecasting and budget management. This individual will work closely with Corporate business partners and the Stores Operations teams to maximize resources in order to achieve optimal profitability of our department store and outlet divisions.

Essential Functions:
Executes the annual financial planning process in partnership with Stores senior leadership and Central business partners, under the direction and guidance of the Manager of Finance for FP&A. Develop thoughtful and accurate plans that maximize financial resources to drive incremental sales and profit. Provide in-season guidance to ensure achievement of established budgets and investment opportunities are identified and executed. Leverage analytics and intuition to accelerate innovation. Evaluate the Bloomingdale's expense structure and identify opportunities for cost savings. Elevate findings to Finance management to exploit opportunities and mitigate risks. Responsible for mid-month and end of month rolling operating forecasts. This will include providing commentary for significant variances to plan and will require following up with key business partners to understand the root causes of variances an to identify ways to mitigate expense liabilities and exploit opportunities. Ensure all forecast components are accurately and timely communicated. Facilitate the monthly financial close process including processing journal entries, accruals, and reclasses. Collaborate with Macy's Inc. Accounting to ensure all entries are accurate and appropriate. Maintain documentation in compliance with audit policies. Additional special assignments and ad hoc analyses as needed.
Qualifications and Competencies:
We encourage candidates with either a bachelor's degree or equivalent work experience in a related field to apply 1-2 years related experience We encourage candidates with a bachelor's degree and a minimum of three years of work experience in a related field to apply Practices open and continuous communication, values keeping others informed, effectively presenting information in a clear, concise manner. Excellent leadership, facilitation, and interpersonal skills, with the ability to work across functional lines and at many levels. Ability to think creatively, strategically and technically. Strong quantitative and analytical reasoning skills. Prominent financial acumen and analytical ability Ability to identify anomalies within data set and be naturally curious to identify root causes. Ability to work a flexible schedule based on department and Company needs. Advanced proficiency in Microsoft Excel Knowledge of One Stream a plus MERCH00

  • Long Island City, United States Bloomingdale’s Full time

    **About**: Bloomingdale’s makes fashion personal and fun, aspirational yet approachable. Our mission is to guide and inspire our customers to make style a source of creative energy in their lives. We will always strive to make Bloomingdale’s like no other store in the world. Everyone plays a critical role to bring our mission to life. Regardless of...

  • Financial Advisor

    2 weeks ago


    Grand Island, United States Insight Financial Planning Full time

    Job DescriptionJob Description* This position is located in Norfolk, NE. Relocation or reliable commuting is required. Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship building. Support tenured Financial Advisors in all servicing of the existing...


  • Long Island City, United States JetBlue Full time

    The Manager Financial Planning and Analysis supports leadership in near and long term financial planning, reporting and modeling of various initiatives for operational work groups. The Manager is responsible for overseeing staff that support with fin Financial Planning, Manager, Financial, Planning, Airline, Support

  • Financial Advisor

    7 days ago


    Sioux City, United States Insight Financial Planning Full time

    Job Description Job Description * This position is located in Norfolk, NE. Relocation or reliable commuting is required. Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship building. Support tenured Financial Advisors in all servicing of the existing...

  • Financial Advisor

    2 weeks ago


    Sioux City, United States Insight Financial Planning Full time

    Job DescriptionJob Description* This position is located in Norfolk, NE. Relocation or reliable commuting is required. Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship building. Support tenured Financial Advisors in all servicing of the existing...


  • Bainbridge Island, United States OneMain Financial Full time

    At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. In the Role Deliver results related to individual and...

  • Financial Planning Analyst

    Found in: Talent US C2 - 1 week ago


    League City, United States American National Full time

    Financial Planning AnalystAmerican National is seeking a full-time, Financial Planning Analyst. You will perform financial planning & analysis activities to develop a comprehensive plan of action and quarterly forecast aligned to organizational targets. To thrive in this position, you should have forecasting and planning foundational experience, skills in...


  • Bainbridge Island, United States OneMain Financial Full time

    At OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.   In the Role Deliver results related to individual...


  • Oklahoma City, United States CareerBuilder Full time

    Retirement Plan Adjustment Specialist page is loaded Retirement Plan Adjustment Specialist Apply locations Remote - Massachusetts, US Remote - California, US Remote - Maine, US Remote - New Jersey, US Remote - New York, US time type Full time posted on Posted 3 Days Ago job requisition id R20116 SS&C is a global provider of investment and financial services...


  • Bay City, United States Hantz Group Full time

    Job DescriptionJob DescriptionFinancial Planning Assistant             Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them   achieve their financial goals. We are a Family Office that offers a multitude of services tailored to each individual client. We deliver a team of professionals that...


  • Traverse City, United States Hantz Group Full time

    Job DescriptionJob DescriptionFinancial Planning Assistant             Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them   achieve their financial goals. We are a Family Office that offers a multitude of services tailored to each individual client. We deliver a team of professionals that...


  • Arizona City, United States Nickerson Talent Solutions Full time

    SUMMARY: This role is responsible for managing and improving the organizations accounting and finance programs to ensure compliance with regulations. This includes analyzing and maintaining financial records, preparing budgets and forecasts, and overseeing various projects. The position reports directly to the Corporate Controller. ESSENTIAL DUTIES AND...


  • Arizona City, United States Nickerson Talent Solutions Full time

    SUMMARY: This role is responsible for managing and improving the organizations accounting and finance programs to ensure compliance with regulations. This includes analyzing and maintaining financial records, preparing budgets and forecasts, and overseeing various projects. The position reports directly to the Corporate Controller. ESSENTIAL DUTIES AND...


  • Columbia City, United States Zing Recruiting Full time

    An exciting opportunity for a Financial Planning Analyst to join the world’s premier provider of undersea warfare systems, products and solutions as a Program Analyst in their Finance Department. The FP&A Program Analyst will sit on-site at their facility in Columbia City, IN. If you want to be part of something special where you can have a great impact,...

  • Financial Planning Analyst

    Found in: Appcast US C2 - 1 week ago


    Columbia City, United States Zing Recruiting Full time

    An exciting opportunity for a Financial Planning Analyst to join the world’s premier provider of undersea warfare systems, products and solutions as a Program Analyst in their Finance Department. The FP&A Program Analyst will sit on-site at their facility in Columbia City, IN. If you want to be part of something special where you can have a great impact,...

  • Financial Planning Analyst

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Columbia City, United States Zing Recruiting Full time

    An exciting opportunity for a Financial Planning Analyst to join the world’s premier provider of undersea warfare systems, products and solutions as a Program Analyst in their Finance Department. The FP&A Program Analyst will sit on-site at their facility in Columbia City, IN. If you want to be part of something special where you can have a great impact,...


  • Ellicott City, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Ellicot City Financial Advisor — 403(b)/457(b) Retirement ProfessionalVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Ellicot City area to work plan sponsor...


  • Yuba City, United States Hiring Now! Full time

    The Judge Group has partnered with a maufacturer in the greater Yuba City area to find a Director of Financial Planning & Analysis for their team. This role has huge growth potential to grow into an executive level role! This role is also hybrid. This job will have the following responsibilities: Proactive planning and communicating of financial information...


  • Kansas City, United States Hawaiian Bros Island Grill - Field Support Full time

    Job DescriptionJob DescriptionHawaiian Bros Inc. - Seeking a Visionary Director of Financial Planning & Analytics to Join Our 'OhanaEmbrace the Aloha Spirit in Every NumberAt Hawaiian Bros, we're not just about serving great food; we're about creating a family ('ohana) that lives the Aloha Spirit. This spirit of harmony, respect, and...

  • Director of Financial Planning and Analysis

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Yuba City, United States Judge Direct Placement Full time

    The Judge Group has partnered with a maufacturer in the greater Yuba City area to find a Director of Financial Planning & Analysis for their team. This role has huge growth potential to grow into an executive level role! This role is also hybrid.This job will have the following responsibilities:Proactive planning and communicating of financial information...