Financial Planning

2 weeks ago

Boston MA, United States Robert Half Full time

We are looking for an experienced Financial Planning & Analysis Manager to join a leading private equity firm in Boston, Massachusetts. In this role, you will play a pivotal part in developing strategic financial plans and providing critical insights to support executive decision-making. This position offers the opportunity to collaborate across various business units and contribute to the company's long-term goals. The following information provides an overview of the skills, qualities, and qualifications needed for this role. Responsibilities: • Develop comprehensive financial plans, including budgets, forecasts, and multi-year projections, to guide business strategy. • Partner with the compensation and corporate finance teams to ensure accurate financial reporting and decision-making. • Prepare journal entries to align the company’s tax basis P& L with the management basis P& L. • Perform detailed financial analyses and respond to ad hoc requests from senior leadership. • Provide financial support and insights to capital markets business units, working closely with their finance teams. • Analyze real-time and anticipated changes in the business to refine long-term strategic plans. • Maintain accurate and up-to-date management basis profit and loss statements. • Collaborate with cross-functional teams to enhance financial processes and reporting. • Assist in identifying opportunities for operational improvements and cost efficiencies. • Support the development of presentations and reports for senior management and stakeholders. 1. Bachelor degree with good academics, MBA MSF a +2. 5-10+ FP& A role. Budgets, plans, forecasts, projects, acctg adjustments 3. At least some exp managing / mentoring. 4. Business unit FP& A type experience is helpful. 5. Ideal Tools: Excel, Anaplan, PowerBI, Tableau 6. Open on industry but something similar is helpful. xrczosw Interested candidates should apply here but can also connect with John Bresnahan on LinkedIn for further emphasis of interest.

  • Director, Financial Planning

    2 weeks ago

    Boston, MA, United States Edelman Financial Engines, LLC Full time

    Director, Financial Planning Boston At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. Thats why we are committed to managing our clients investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans...

  • Director, Financial Planning

    1 week ago

    Boston, Massachusetts, United States Edelman Financial Engines Full time

    Director, Financial Planning - BostonAt Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That's why we are committed to managing our clients' investments...

  • Financial Planning Consultant, Wealth Management

    3 weeks ago

    Boston, United States Voya Financial Full time

    Join Voya Wealth Management In Boston Shape The Future Of Wealth AdvisoryAre you a forward-thinking financial advisor ready to make your mark in a dynamic, growth-focused environment? Voya Financial invites you to be part of something transformative the launch of our expanding Wealth Management presence in Boston, MA.As we rebuild and expand our retail...

  • Senior Financial Advisor Wealth Planning Leader

    2 weeks ago

    Boston, MA, United States Edelman Financial Engines, LLC Full time

    A leading financial advisory firm in Boston seeks a Director of Financial Planning to provide top-tier financial advice to clients. Candidates should have direct client-facing experience in wealth management and a strong background in building lasting client relationships. Responsibilities include evaluating client needs, developing recommendations, and...

  • Director, Financial Planning

    1 week ago

    Boston, United States Edelman Financial Engines Full time

    Director, Financial Planning - Boston At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients'...

  • Financial Planning and Analysis Supervisor

    3 weeks ago

    Boston, MA, United States Atlantic Group Full time

    Financial Planning and Analysis Supervisor Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements. Position: Senior Financial Planning & Analysis (FP&A) Years of Experience: 4–6+ Overview We’re recruiting for a Senior Financial Planning & Analysis (FP&A) that...

  • Director, Financial Planning and Analysis

    3 weeks ago

    Boston, MA, United States Noble Supply & Logistics, LLC Full time

    Position Summary All candidates should make sure to read the following job description and information carefully before applying. The Director of Financial Planning & Analysis (FP&A) plays a key leadership role in Noble’s Finance organization, responsible for developing and managing the company’s budgeting, forecasting, and strategic financial planning...

  • Director of Financial Planning and Analysis

    3 weeks ago

    Boston, MA, United States Great Gray Trust Company Full time

    Director of Financial Planning and Analysis Ready to make your application Please do read through the description at least once before clicking on Apply. Apply for the Director of Financial Planning and Analysis role at Great Gray Trust Company . Why Great Gray? At Great Gray group we set the bar for the retirement services industry. Our goal is to deliver...

  • Principal, Financial Planning

    3 weeks ago

    Boston, MA, United States Wellington Management Company Full time

    Principal, Financial Planning & Analysis page is loaded## Principal, Financial Planning & Analysislocations: Boston, MA, United Statestime type: Full timeposted on: Posted Yesterdayjob requisition id: R93222# Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity **Wellington Management ** offers...

  • Financial Planning

    3 weeks ago

    Boston, MA, United States Humana Full time

    Become a part of our caring community and help us put health first Do you have the right skills and experience for this role Read on to find out, and make your application. Join Humana’s Financial Planning & Analysis team, part of the CFO team, which drives aggregate financial results and insights across primarily Individual Medicare Advantage (MA)....