Director of financial planning

Unlock Your Potential as a Strategic Financial Planning DirectorWe are seeking an experienced and skilled Strategic Financial Planning Director to join our team at Edward Jones. This is a unique opportunity to leverage your expertise in financial planning and wealth management to drive business growth and deliver exceptional client experiences.About UsEdward...

About the RoleWe are seeking a Director of Financial Planning and Advisory Leadership to join our team. In this role, you will lead the vision, strategy, and execution of wholesaling efforts aligned with our wealth management priorities.Key ResponsibilitiesLead a team of associates and leaders in a matrixed environment, supporting our transformation from...

Deputy Director of Financial Planning and Analysis - Great Work Culture and Benefits About the Organization and Opportunity: Our client is an organization headquartered in the Washington DC area They are looking bring on a Deputy Director of FP&A to develop a budget and budget process The organization is well-established and fosters a great sense of...

Director, Financial Planning & Analysis Apply Location: Highland, CA Time Type: Full time Posted on: Posted 2 Days Ago Job Requisition ID: R0012630 The Director, Financial Planning and Analysis (FP&A) works under the direction of the Vice President, Financial Planning & Analysis, and is responsible for leading a team of high performing analysts serving all...

Our Purpose We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our...

We are seeking a highly experienced and skilled High Net Worth Financial Planning Director to join our team at Edward Jones. As a leader in the financial services industry, we value expertise, innovation, and collaboration.The ideal candidate will have a strong background in financial planning, tax, and estate strategies, with a proven track record of...

At Rockland Trust, we pride ourselves on delivering exceptional financial services to our clients. Our Investment Management group is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Join our dynamic team as the Director of Financial Planning. This role offers flexibility to work from our Boston,...

About the RoleWe are seeking a highly skilled and experienced Director of High Net Worth Financial Planning to join our team at Edward Jones. This is a fantastic opportunity to lead a talented group of professionals in providing expert financial planning services to our high net worth clients.ResponsibilitiesLead a team of experienced financial planners in...

Job Description:BluePoint Financial LLC, is a rapidly growing Financial Services & Insurance firm. We are seeking aFinancial Planning & Investments Associate to join our team and grow in their career with our firm. Thisanalyst will be responsible for assisting in the service of our growing client base, providing operationalsupport to the Financial Advisor &...

Compensation: $180,000 + Bonus Director of Financial Planning & Analysis – 8260 Our client, an international retail company, is seeking a Director of FP&A to join their team and drive financial strategy and performance across corporate and retail operations. The Director of Financial Planning and Analysis (FP&A) will play a critical role in guiding the...

Director of Financial Planning & Analysis JMARK is an IT managed services provider headquartered in Springfield, Missouri, with a second office in Tulsa, Oklahoma, and numerous full-time remote employees spread throughout the country. The reason JMARK is a "best" place to work can be summed up in one word: culture. Nurturing a respectful, supportive,...

Morningside University is seeking an Assistant Director of Financial Planning to join and support the Student Financial Planning team.  This individual will assist in the administration of financial aid, managing federal and state program funds, and counseling students and families on financial options. This role also supports the daily operations of the...

Newfound Associates is a Massachusetts based executive search firm that specializes in Wealth Management recruitment. We are presently conducting a Wealth Management Director search for a well-established Northern New England Registered Investment Advisory firm with relationships throughout VT, NH, Western MA and Upstate NY. This is a planning-oriented RIA...

Arcadian is seeking a dedicated Financial Planning Analyst to focus on financial analysis, reporting, and budgeting for Arcadian Infracom, Inc. and all subsidiaries. Responsible for the ongoing development of financial plans and forecasts based on analyses of the business’s operational needs.Overview of ResponsibilitiesGenerate Excel models, presentations,...

Director of Financial Planning and Analysis About the Company This company has been an excellent client for several decades and a staple in the local community. They are expanding due to an acquisition. Their management team is supportive and career growth is expected. Responsibilities Forecast monthly financial statements Utilize Power BI, data...

Job Summary: We are seeking a highly skilled Financial Operations Director to oversee month-end, quarter-end, and year-end close, prepare financial statements, and analyze data. The ideal candidate will develop the company operating budget, drive business decisions, and manage project accounting. This is a hybrid role with a salary range of $100,000 to...

Managing Director of Financial Planning and Analysis Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and...

Job Category : Director Requisition Number : DIREC002866 Posted : November 27, 2024 Employment Type : Full-Time Locations NY MainNew York, NY 10035, USA Description The Director of Financial Planning & Analytics will bring a passion for the mission of Harlem Children’s Zone: break the cycle of intergenerational poverty with comprehensive, on-the-ground...

We Are: At Synopsys, we drive the innovations that shape the way we live and connect. Our technology is central to the Era of Pervasive Intelligence, from self-driving cars to learning machines. We lead in chip design, verification, and IP integration, empowering the creation of high-performance silicon chips and software content. Join us to transform the...

This role will be a key asset in the future growth of the company. This individual will be leading the FP&A Department and will be spearheading the Company’s financial quarterly forecast, annual budgeting process, operating plan variance analysis and special projects. S/he will provide financial consulting and strategic support to senior management...