Current jobs related to Financial Planning Analyst - Boca Raton - DTM Executive Search, Inc.

  • Senior Financial Planning Analyst

    1 week ago

    Boca Raton, Florida, United States LGM Pharma, LLC Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Planning Analyst to join our Finance team. The successful candidate will assist with the preparation of internal and external financial reports, Board of Directors materials, and provide ad hoc analysis for the organization.The ideal candidate will have advanced proficiency in Microsoft Excel...

  • Financial Planning Specialist

    3 days ago

    Boca Raton, Florida, United States Corebridge Financial Full time

    About the Role:We are seeking a highly skilled Financial Advisor to join our team at Corebridge Financial. As a Financial Advisor, you will play a critical role in helping plan sponsors and employees make informed decisions about their retirement savings plans.Key Responsibilities:Conduct individual and group presentations to improve awareness of plan...

  • Financial Analyst

    5 hours ago

    Boca Raton, United States LHH Recruitment Solutions Full time

    Job DescriptionJob Description Financial Analyst LHH recruitment is hiring for a financial analyst in the Boca Raton, FL area. Our client is looking for financial analyst with a strong analyst/accounting background. This analyst will play a pivotal role in the creation of monthly, quarterly and annual financial reporting packages. This is an in office...

  • Financial Planning Specialist

    1 month ago

    Boca Raton, Florida, United States Skyline Analytics Full time

    Financial Planning & Analysis (FP&A) RoleSkyline Analytics, a business consulting firm specializing in data analytics and FP&A consulting, is seeking a skilled FP&A Analyst to support our clients. The ideal candidate will work closely with our CEO to provide high-quality financial analysis and insights.Key Responsibilities:Client system maintenance and...

  • Financial Analyst

    3 weeks ago

    Boca Raton, Florida, United States Just Play, LLC Full time

    Job Title: Financial AnalystJob Summary:Just Play, LLC is a leading children's consumer goods company seeking a Financial Analyst to join its team. The ideal candidate will have a strong background in financial analysis and a passion for problem-solving.Key Responsibilities:Develop and maintain financial models and reports to support business...

  • Senior Financial Analyst

    4 weeks ago

    Boca Raton, Florida, United States Sky Aviation Holdings, LLC Full time

    Job Title: Senior Financial AnalystAt Sky Aviation Holdings, LLC, we are seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance department, you will be responsible for creating and monitoring budgets, analyzing potential acquisitions, and assisting in the preparation of quarterly board...

  • Financial Analyst

    4 weeks ago

    Boca Raton, Florida, United States Stelvio Group Full time

    Financial AnalystA leading company in the wireless communications infrastructure sector is seeking a skilled Financial Analyst to join their ESG/Sustainability team. This position offers a competitive benefits and compensation package and is ideal for individuals who excel in a fast-paced and evolving environment.Role Overview:As the Financial Analyst, you...

  • Financial Analyst

    4 weeks ago

    Boca Raton, Florida, United States Creative Financial Staffing Full time

    Join our team as a Junior Accountant and take the first step in your accounting career. As a Junior Staff Accountant, you will be responsible for assisting with month-end close processes, including journal entries and account reconciliations. You will also support financial audits by preparing schedules and gathering documentation. Collaborate with...

  • Senior Financial Analyst

    1 month ago

    Boca Raton, Florida, United States StevenDouglas Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at StevenDouglas. As a key member of our finance team, you will play a critical role in supporting the annual budgeting process, developing financial analysis that impacts operational and strategic initiatives, and conducting financial modeling and scenario analysis to...

  • Senior Financial Analyst

    1 week ago

    Boca Raton, United States Ascendo Resources Full time

    HOT JOB ALERT!!! TO BE CONSIDERED YOU NEED TO LIVE IN SOUTH FLORIDAAscendo Resources is assisting a prominent client in the Boca Raton area with a permanent opportunity for a Senior Financial Analyst to join their team.This position offers a competitive salary, an amazing benefits package, and opportunities for growth and advancement within the...

  • Senior Financial Analyst

    1 week ago

    boca raton, United States Ascendo Resources Full time

    HOT JOB ALERT!!! TO BE CONSIDERED YOU NEED TO LIVE IN SOUTH FLORIDAAscendo Resources is assisting a prominent client in the Boca Raton area with a permanent opportunity for a Senior Financial Analyst to join their team.This position offers a competitive salary, an amazing benefits package, and opportunities for growth and advancement within the...

  • Senior Financial Analyst

    1 week ago

    Boca Raton, United States Ascendo Resources Full time

    HOT JOB ALERT!!! TO BE CONSIDERED YOU NEED TO LIVE IN SOUTH FLORIDAAscendo Resources is assisting a prominent client in the Boca Raton area with a permanent opportunity for a Senior Financial Analyst to join their team.This position offers a competitive salary, an amazing benefits package, and opportunities for growth and advancement within the...

  • Financial Planning and Analysis Specialist

    7 days ago

    Boca Raton, Florida, United States LendingOne Full time

    Job OverviewLendingOne, a leading direct private lender for Real Estate professionals, is seeking a highly analytical FP&A Analyst to join its growing organization. This role will report directly to the CFO and be responsible for assisting with financial forecasting, budgeting, and analysis to support strategic decision-making across the company.The ideal...

  • Financial Analyst, Corporate Finance

    5 months ago

    Boca Raton, United States The GEO Group, Inc Full time

    Benefits Information Full-time employees will enjoy a competitive benefits package with options for you and your family including:  • Paid Time Off  • Paid Holidays  • 401(k) Matching  • Health Insurance  • Vision Insurance  • Life Insurance  • Health Savings Account  • Tuition Reimbursement  • Employee Discount  •...

  • Financial Analyst Corporate Finance

    2 weeks ago

    Boca Raton, Florida, United States The GEO Group, Inc Full time

    Financial Analyst Job DescriptionThe Financial Analyst plays a crucial role in the corporate finance team by providing financial analysis and market research to support business decisions. This includes analyzing competitor data, preparing reports for senior management, and developing financial models to evaluate organic growth opportunities and...

  • Senior Financial Analyst

    1 week ago

    Boca Raton, Florida, United States Ledgent Finance & Accounting Full time

    Job DescriptionWe are seeking a highly skilled Senior Financial Analyst to join our team at Ledgent Finance & Accounting.The ideal candidate will have a strong background in accounting and financial analysis, with experience in preparing consolidated financial statements, maintaining accounts, and analyzing financial data.The successful candidate will be...

  • Financial Analyst

    2 months ago

    Boca Raton, United States Stelvio Group Full time

    A renowned company in the wireless communications infrastructure sector is seeking a talented Financial Analyst to join their ESG/Sustainability team. This position offers a competitive benefits and compensation package and is perfect for individuals who excel in a fast-paced and evolving environment.Role Overview:As the Financial Analyst, you will play a...

  • Financial Analyst

    4 weeks ago

    Boca Raton, United States Stelvio Group Full time

    A renowned company in the wireless communications infrastructure sector is seeking a talented Financial Analyst to join their ESG/Sustainability team. This position offers a competitive benefits and compensation package and is perfect for individuals who excel in a fast-paced and evolving environment.Role Overview:As the Financial Analyst, you will play a...

  • Financial Analyst

    2 months ago

    Boca Raton, United States Stelvio Group Full time

    A renowned company in the wireless communications infrastructure sector is seeking a talented Financial Analyst to join their ESG/Sustainability team. This position offers a competitive benefits and compensation package and is perfect for individuals who excel in a fast-paced and evolving environment.Role Overview:As the Financial Analyst, you will play a...

  • Sr. Financial Analyst

    3 weeks ago

    Boca Raton, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are in search of a Sr. Financial Analyst to join our team in Deerfield Beach, Florida. The role involves conducting financial analysis and modeling, managing capital, and assisting in budget processes. The successful candidate will be responsible for utilizing their skills in Business systems, Confluence, CRM, Crystal...

Financial Planning Analyst

3 months ago

Boca Raton, United States DTM Executive Search, Inc. Full time

Immediate need for a Financial Planning Analyst to be responsible for the analysis and reporting of monthly financial and operational data to senior management and private equity sponsor. The Company is an industry leader and sponsored by a well-capitalized private equity firm with the intent to grow the business. The Company’s fast-paced culture has an evolving finance function that will provide significant opportunity for leadership, and professional growth and development. The Financial Planning Analyst will be an integral part of the finance team and will report directly to the CFO.


What you will be doing:

  • Prepare and assess weekly and monthly operational KPIs and project performance reports
  • Prepare monthly and quarterly reporting packages for management and the private equity sponsor
  • Assist accounting team with data visibility and reporting to improve collection cycle, cash management, and project billing status
  • Coordinate the annual budgeting and forecasting process, develop and maintain budget models based on assumptions from various departments
  • Work with operations and accounting to report on actual vs. budget/ forecast variances
  • Analyze data from different sources to complete root cause analyses, communicate strategic and operational insights, and make commercial recommendations
  • Review and analyze monthly and quarterly Profit & Loss results by business and asset to identify discrepancies and provide variance explanations to management
  • Create and maintain financial forecast models in Excel and assist with developing custom system reports
  • Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators
  • Respond to and generate ad hoc analytics and reports.



Qualifications

  • Bachelor's degree with a preference for a major or significant coursework in Finance, Accounting, Economics, or Mathematics
  • Highly proficient in Microsoft Office, and in particular Excel
  • 3+ years of experience in a financial analysis, strategy, or corporate planning role
  • Excellent technical and analytical skills
  • Exceptional attention to detail
  • Good business judgement with ability to use data to draw conclusions and discern commercial implications
  • Demonstrated ability to analyze operational and financial statements
  • Self-starter with ownership mentality
  • Highly organized with excellent communication skills (both written and verbal)