Current jobs related to Director, Financial Planning - Farmington, Michigan - H.W. Kaufman Group

  • Financial Accountant

    1 week ago

    Farmington, Michigan, United States Atlas Ventures Full time

    About UsAt Atlas Ventures, we have been a leading provider of prefabricated bathrooms in Germany for over 50 years. Our company has established itself as a trusted partner for various industries, including construction, project development, and property development.Our OfferWe provide a dynamic work environment with:Varied tasks with high levels of...

  • Financial Planning Specialist

    24 hours ago

    Farmington Hills, Michigan, United States Venteon Full time

    Financial Planning and Analysis Role at VenteonVenteon is seeking a highly skilled Financial Planning and Analysis professional to join our Corporate Finance team. As a key member of the team, you will be responsible for providing financial planning and analysis support, developing budgets and forecasts, and presenting information to top-level management.Key...

  • Financial Planning Consultant

    2 weeks ago

    Farmington Hills, Michigan, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled Financial Planning Consultant to join our team at Fidelity Investments. As a key member of our financial planning capacity, you will work closely with our Financial Consultants and Wealth Planners to provide world-class planning experiences to our clients.Your primary responsibility will be to conduct financial...

  • Financial Architect

    1 week ago

    Farmington Hills, Michigan, United States Financial Architects, Inc. Full time

    {"About the Role": "At Financial Architects, Inc., we're seeking a skilled Financial Architect to join our team. As a Financial Architect, you'll play a crucial role in helping clients achieve their long-term financial goals. Your expertise in asset management and ability to create a financial blueprint will be invaluable in bringing clarity to complex money...

  • Senior Financial Strategist

    3 weeks ago

    Farmington Hills, Michigan, United States Financial Architects, Inc. Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning Expert to join our team at Financial Architects, Inc. As a Financial Planning Expert, you will play a critical role in helping our clients achieve their long-term financial goals.Key ResponsibilitiesProvide comprehensive financial planning support to clients, including creating...

  • Financial Advisor

    2 days ago

    Farmington Hills, Michigan, United States Financial Architects, Inc. Full time

    About the RoleWe are seeking a highly skilled Financial Advisor to join our team at Financial Architects, Inc. As a Financial Advisor, you will play a critical role in helping our clients achieve their long-term financial goals.Key ResponsibilitiesProvide comprehensive financial planning support to clients, including investment advice and wealth management...

  • Financial Operations Supervisor

    3 weeks ago

    Farmington, Michigan, United States LEAP Life Enrichment Advancing People Full time

    Are you ready to embrace a new cultural environment in your career? At LEAP, we have proudly served the Farmington Maine community for over 40 years, fostering a culture centered around employee well-being.Seeking a fulfilling career rather than just a job? Our organization boasts an impressive average employee tenure of 8.5 years, reflecting our commitment...

  • Accounting Director

    2 weeks ago

    Farmington, Michigan, United States Otis College of Art and Design Full time

    Job SummaryWe are seeking a highly motivated and experienced Accounting Director to join our Finance team at Otis College of Art and Design. As a key member of our Corporate Controller Organization, you will be responsible for managing the accounting aspects of our financial processes, ensuring compliance with regulatory requirements, and providing strategic...

  • Accounting Director

    2 weeks ago

    Farmington, Michigan, United States Otis College of Art and Design Full time

    Job Summary:We are seeking a highly motivated and experienced Accounting Director to join our Finance team at Otis College of Art and Design. As a key member of our Corporate Controller Organization, you will be responsible for managing the accounting aspects of our financial processes, ensuring compliance with regulatory requirements, and providing...

  • Wellness Director

    1 day ago

    Farmington, Michigan, United States StoryPoint Full time

    Job SummaryStoryPoint is seeking a highly skilled and experienced Wellness Director to lead our clinical resident care services team. As a key member of our community, you will be responsible for delivering a 1440 experience, optimizing performance, and leading employee connections within our community.Key ResponsibilitiesLead and manage a team of clinical...

  • Financial Operations Leader

    3 weeks ago

    Farmington, Michigan, United States LEAP Life Enrichment Advancing People Full time

    Are you ready to embrace a new workplace culture? LEAP has been a cornerstone in the Farmington Maine area for over 40 years, fostering an environment centered around employee well-being.Seeking a fulfilling career rather than just a job? With an average employee tenure of 8.5 years, we recognize and celebrate the individuality of each team member while...

  • Senior Financial Accountant

    2 weeks ago

    Farmington, Michigan, United States Apex Solutions Full time

    About Apex SolutionsWe are a dynamic and innovative company that combines the expertise of infrastructure building management with the stability of the construction sector and the future of digital innovation. Our company has grown significantly over the past 15 years, expanding into four core areas with a team of over 250 employees.Job SummaryWe are seeking...

  • Client Financial Advisor

    4 weeks ago

    Farmington Hills, Michigan, United States Blue Ocean Wealth Solutions Full time

    At Blue Ocean Wealth Solutions, LLC, we are dedicated to assisting individuals in achieving their significant financial aspirations through a client-focused methodology that encompasses Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty Planning. As a Client Financial Advisor, you will collaborate closely with clients to comprehend...

  • Senior Financial Professional

    2 weeks ago

    Farmington, Michigan, United States Doyle & Associates, PLLC Full time

    Company OverviewDoyle & Associates, PLLC is a forward-thinking, independent certified public accounting and consulting firm. We provide a wide range of services to growing businesses, including financial management, tax planning, and consulting.Job SummaryThis is a full-time, on-site role for a Financial Professional at Doyle & Associates, PLLC. The...

  • Financial Reporting Analyst

    4 weeks ago

    Farmington, Michigan, United States Robert Bosch Tool Corporation Full time

    Position Overview:As a key member of the financial team at Robert Bosch Tool Corporation, you will play a crucial role in managing financial oversight for our North American operations.Key Responsibilities:- Oversee financial control activities that support our regional organizational units.- Conduct monthly financial reporting, forecasting, and strategic...

  • Financial Accountant

    4 days ago

    Farmington, Michigan, United States Atlas Ventures Full time

    About UsFor over 50 years, Atlas Ventures has been a leading provider of prefabricated bathrooms in Germany. Our company has a long history of delivering high-quality solutions to the construction industry.We take pride in our ability to plan and realize complete bathrooms according to our customers' wishes. Our clients include construction companies,...

  • Wealth Management Consultant

    4 weeks ago

    Farmington, Michigan, United States Certified Financial Services Full time

    Join our esteemed financial services firm dedicated to delivering cutting-edge financial solutions and strategies that empower our clients to attain financial security and success.Position: Wealth Management ConsultantCompany: Certified Financial Services LLCLocation: Hybrid (Remote and On-site)This full-time role offers a hybrid work environment, allowing...

  • Wealth Management Consultant

    4 weeks ago

    Farmington, Michigan, United States Certified Financial Services Full time

    Join our esteemed financial services firm dedicated to delivering cutting-edge financial solutions and strategies that empower our clients to attain financial security and success.Position: Wealth Management ConsultantCompany: Certified Financial Services LLCLocation: Farmington, CTThis full-time hybrid position offers the opportunity to work from our office...

  • Senior Financial Analyst

    4 weeks ago

    Farmington, Michigan, United States Nemacolin Woodlands Resort Full time

    Become a Part of Our Esteemed Team at Nemacolin Woodlands ResortAt Nemacolin Woodlands Resort, we pride ourselves on our commitment to excellence in the hospitality sector. We are seeking a dedicated professional to contribute to our financial operations. This role involves ensuring accuracy in financial reporting and supporting various departments within...

  • Senior Financial Analyst

    4 weeks ago

    Farmington, Michigan, United States Nemacolin Woodlands Resort Full time

    Become a Part of the Nemacolin FamilyAt Nemacolin Woodlands Resort, we are seeking a dedicated professional to join our finance team. Our organization prides itself on delivering exceptional service and creating memorable experiences for our guests. We are looking for someone who is detail-oriented and passionate about financial management.Primary...

Director, Financial Planning

3 months ago

Farmington, Michigan, United States H.W. Kaufman Group Full time
:

H.W. Kaufman Group is seeking a Director of Financial Planning and Analysis (FP&A) to play a pivotal role in guiding the financial strategy of our organization. The Director of FP&A will be responsible for financial forecasting, budgeting, strategic planning, and analysis. This role requires a combination of strategic thinking, analytical skills, and leadership abilities to drive informed decision-making and ensure the financial health and sustainability of the company.

Responsibilities:

Financial Forecasting & Planning:

  • Develop and oversee the financial forecasting process, incorporating inputs from various departments and external factors.
  • Generate accurate and timely financial projections, including income statements, balance sheets, and cash flow statements.
  • Analyze financial data to identify trends, risks, and opportunities, providing insights to senior management for strategic decision-making.

Budget Management:

  • Lead the annual budgeting process, collaborating with department heads to establish realistic and achievable financial targets.
  • Monitor budget performance throughout the fiscal year, identifying variances and implementing corrective actions as necessary.
  • Provide guidance and support to department leaders in managing their budgets effectively, optimizing resource allocation to achieve organizational goals.

Strategic Planning:

  • Partner with executive leadership to develop long-term financial strategies aligned with company objectives and market dynamics.
  • Conduct scenario analyses and sensitivity modeling to evaluate the impact of different strategic initiatives on financial performance.
  • Assess potential investments, acquisitions, and other business opportunities, providing financial insights to support decision-making.

Financial Analysis & Reporting:

  • Prepare comprehensive financial reports and presentations for senior management, board of directors, and external stakeholders.
  • Perform in-depth financial analyses, including profitability analysis, variance analysis, and cost-benefit analysis, to support business decisions.
  • Identify key performance indicators (KPIs) and develop dashboards to monitor and communicate financial performance metrics effectively.

Leadership & Development:

  • Foster cross-functional partnerships with other departments, promoting a collaborative approach to financial planning and analysis.
  • Opportunities to grow in scope of responsibilities as the business grows.
Qualifications:
  • Bachelor's degree in Accounting, Finance, or related field; MBA or advanced degree preferred, CPA preferred
  • 8+ years of experience in financial planning and analysis; can include operational accounting experience
  • Proven expertise in financial modeling, forecasting, budgeting, and strategic planning
  • Strong analytical skills with the ability to interpret complex financial data and communicate insights effectively
  • Excellent leadership and interpersonal skills
  • Experience interacting with C-level executives and board members
  • Advanced proficiency in Microsoft Excel, financial modeling software, and ERP systems
  • Salesforce experience preferred

Compensation Package

  • Competitive base salary and performance-based bonus
  • Employer paid professional development, including continuing insurance education courses, designations, certifications, and licenses
  • Health and welfare benefits include medical, vision, and dental
  • 401k with employer match
  • Paid vacation, sick time, and holidays
  • Opportunities for career advancement and professional development
About Our Company:

The H.W. Kaufman Group is a global, forward-thinking specialty insurance organization that includes 15 companies with more than 2,000 professionals at 60 offices across the U.S., Canada and UK. With an ever-broadening group of companies in our portfolio, there is simply not a more unique professional experience in the specialty insurance business than joining one of the H.W. Kaufman Group organizations.

Equal Opportunity Employer

The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.