Current jobs related to Director, Financial Planning - Cincinnati - NetJets & EJM
-
Financial Planning and Tax Specialist
1 week ago
Cincinnati, Ohio, United States Personal Choice Financial Advisors Full timeJob Description**About Us**Personal Choice Financial Advisors is a fee-only financial planning and tax preparation firm dedicated to serving physicians nationwide. We are a team of passionate professionals committed to empowering physicians to take control of their financial futures.**Job Summary**We are seeking a highly skilled Financial Planning and Tax...
-
Financial Planning and Tax Expert
5 days ago
Cincinnati, Ohio, United States Personal Choice Financial Advisors Full timeFinancial Planning and Tax Specialist OpportunityWe are a fee-only financial planning and tax preparation firm dedicated to serving physicians nationwide. Our team is passionate about empowering physicians to take control of their financial futures.We are seeking a highly skilled Financial Planning and Tax Specialist to join our team. As a key member of our...
-
Financial Planning Tax Specialist
14 hours ago
Cincinnati, Ohio, United States Personal Choice Financial Advisors Full timeAbout the RoleWe are seeking a highly skilled Financial Planning and Tax Specialist to join our team at Personal Choice Financial Advisors. As a key member of our team, you will play a critical role in helping physicians achieve financial independence and success.Key ResponsibilitiesPrepare and present detailed financial plans to clients, highlighting...
-
Financial Planning Specialist
2 weeks ago
Cincinnati, Ohio, United States Kinettix Inc. Full timeJob Summary**Financial Planning Specialist** at Kinettix Inc.We are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for financial planning, analysis, and projections using data from various sources.Key ResponsibilitiesDevelop and maintain accurate and timely financial...
-
Financial Planning Specialist
3 weeks ago
Cincinnati, Ohio, United States Kinettix Inc. Full timeJob SummaryThe Financial Planning Specialist at Kinettix Inc. is responsible for developing and maintaining financial models, analyzing historical results, and preparing reports to support business decision-making. This role involves collaborating with cross-functional teams to drive business growth and improve financial performance.Key...
-
Senior Financial Planning Analyst
2 weeks ago
Cincinnati, Ohio, United States Kinettix Inc. Full timeJob SummaryThe Senior Financial Planning Analyst at Kinettix Inc. is responsible for developing and maintaining financial models, analyzing historical results, and preparing reports to support business decision-making. This role requires strong analytical and technical skills, as well as the ability to collaborate with cross-functional teams.Key...
-
Corporate Financial Planning Specialist
3 weeks ago
Cincinnati, Ohio, United States Federal Home Loan Bank Full timePosition Overview:The Financial Reporting & Corporate Planning Manager is responsible for overseeing the financial accounting and analysis for various budgets, including employee compensation and benefits. This role includes managing the preparation and reporting of the organization’s operational and capital budgets, while also assisting in their...
-
Financial Management Professional
1 week ago
Cincinnati, Ohio, United States Creative Financial Staffing Full timeJob Summary: We are seeking a highly skilled and experienced Financial Management Professional to lead our Accounting department as a Controller. This is a key role that requires strong technical accounting background and a strong foundation in best practices and staff development.Key Responsibilities:Establish and enforce policies and procedures to guide...
-
Financial Planning Analyst
3 weeks ago
Cincinnati, Ohio, United States Total Quality Logistics Full timeAbout the Position:As a Financial Planning Analyst at Total Quality Logistics, you will take charge of financial and operational forecasting, modeling, and reporting to bolster our ongoing commitment to transforming the logistics sector. Your role will be pivotal in scrutinizing financial data, generating insights, and equipping leadership with strategic...
-
Financial Planning Analyst
3 weeks ago
Cincinnati, Ohio, United States Penn Foster Inc Full timePOSITION OVERVIEW:This role is pivotal in managing financial reporting, strategic planning, and analytical functions. The successful candidate will interpret financial concepts related to planning and control, while developing and maintaining reports associated with corporate budgets and long-term financial strategies.Collaboration across departments is...
-
Cincinnati, Ohio, United States Federal Home Loan Bank Full timePosition Overview:The Financial Reporting & Corporate Planning Manager is responsible for overseeing the accounting and analysis related to various budgets, including employee compensation and benefits.This role involves managing the maintenance and reporting of the organization’s operational and capital budgets, as well as assisting in their development....
-
Financial Planning Analyst
2 weeks ago
Cincinnati, Ohio, United States Medpace Full timeJob Summary:Medpace is seeking a highly skilled and detail-oriented Financial Analyst to join our team. As a key member of our Finance department, you will play a vital role in driving business growth and success.Responsibilities:Financial Planning and Analysis: Assess and consolidate revenue data, ensuring accuracy and compliance with accounting...
-
Cincinnati, Ohio, United States Federal Home Loan Bank Full timePosition Overview:The Financial Reporting & Corporate Planning Manager is responsible for overseeing the accounting and analytical processes related to various budgets, including employee compensation and benefits.This role includes managing the maintenance and reporting of the organization's operational and capital budgets, as well as contributing to their...
-
Financial Planning Analyst
3 weeks ago
Cincinnati, Ohio, United States Spectrum Inc Full timePosition OverviewThis position is based in our Cincinnati office. Remote work is not an option.Key ResponsibilitiesFacilitates the financial and operational planning and analysis requirements of the region, delivering comprehensive evaluations of financial and operational indicators.Consistently engages in efforts to streamline and improve the experience for...
-
Financial Planning and Analysis Manager
3 weeks ago
Cincinnati, Ohio, United States Rainmaker Resources, LLC Full timeJob OverviewSummary: The key financial and analytical resource for both corporate and local markets in a financial planning and analysis role. The Manager is responsible for overseeing and coordinating the budget planning, physician practices, home health, hospice services, and various other healthcare service lines that support our local communities.This...
-
Financial Planning and Analysis Manager
3 weeks ago
Cincinnati, Ohio, United States Rainmaker Resources, LLC Full timeJob OverviewPosition Summary: The Manager of Financial Planning and Analysis serves as a key financial and analytical resource for both corporate and local markets. This role is pivotal in overseeing and coordinating the budgetary planning processes across various healthcare service lines, including physician practices and home health services, thereby...
-
Financial Planning and Analysis Manager
3 weeks ago
Cincinnati, Ohio, United States Rainmaker Resources, LLC Full timeJob OverviewSummary: The key financial and analytical resource for both corporate and local markets in a financial planning and analysis role. The Manager will oversee and coordinate the budget planning, physician practices, home health, hospice services, and various other healthcare service lines that support our local communities. This position is...
-
Cincinnati, Ohio, United States Federal Home Loan Bank Full timePosition Overview:The Financial Reporting and Corporate Planning Manager is responsible for overseeing the accounting and analysis related to various budgets, including employee compensation and benefits. This role involves managing the maintenance and reporting of the organization's operational and capital budgets, as well as assisting in their development....
-
IT Project Financials Lead
1 week ago
Cincinnati, United States Great American Insurance Company Full timeAbout the RoleWe are seeking an experienced Project Financials Lead to join our Property & Casualty IT Services team at Great American Insurance Company. As a key member of our team, you will provide financial leadership and support to our senior business partners and finance professionals.Key ResponsibilitiesPartner with project management and senior...
-
IT Project Financials Lead
1 week ago
Cincinnati, Ohio, United States Great American Insurance Company Full timeAbout the RoleWe are seeking an experienced Project Financials Lead to join our Property & Casualty IT Services team at Great American Insurance Group. As a key member of our team, you will provide financial leadership and support to our senior business partners and finance professionals.Key ResponsibilitiesPartner with project management and senior business...
Director, Financial Planning
4 months ago
The Director, Financial Planning & Analysis is a key member of the finance leadership team with primary responsibility for financial planning, forecasting, reporting and analysis. Directs the development of the 10-year business plan and leads the weekly forecasting process, provides financial oversight of all operating segments of the business, and serves as liaison to NetJets FP&A and Business Insights & Analytics teams. The incumbent will work closely with the CFO to develop and refine business strategy and be responsible for leading the requisite analysis and reporting for effective implementation. Leads a team of dedicated finance professionals and partners with EJM's Executive Leadership Team (ELT) members to execute plans and refine methodologies.
Tasks and Responsibilities
- Direct the development of the 10-Year plan and related presentation package. Responsible for compiling, monitoring, and analyzing the annual budget for each of the years in the plan. Provide direction for the design and maintenance of complex budget models and the development of supporting analyses and materials. Help in the identification of risks and opportunities to enable decision making and plan development.
- Oversee the preparation, analysis and presentation of operating and departmental forecasts and budgets. Act as partner and advisor to EJM's functional and senior management leaders across the organization. Understand constituent needs/issues and develop actionable reporting tools, processes, and work-product. Proactively monitor trends to identify risks and opportunities across key expense categories. Establish benchmarks to assist leadership in managing the fiscal discipline of their functions. Drive operational improvement and cost containment efforts across the company.
- Direct the preparation, analysis and presentation of operating forecasts and budgets to full managed owners. Develop strategies to automate reporting and ensure accuracy to provide reporting to 100% of full managed clients.
- Partner with accounting leadership to manage the monthly close for EJM. Review financial statements for accuracy and ensure compliance with GAAP and EJM financial controls. Provide detailed reporting to senior management.
- Coach, develop, and mentor staff including hiring, training, and performance appraisals. Execute team leadership by selecting the right talent and focusing priorities and performance. As required, lead team through delineation of process steps and development of schedules to meet time constraints.
- Note: It is not possible to list all required job duties on this form. There may be other important duties assigned, depending on the position. For a full list of essential job functions, please refer to the essential functions worksheet for that position.
Bachelor's in Accounting or Finance
Years of Experience
8-10 years of experience
Core Competencies
Attitude
Related Education or Training
Interest in Company & Position
Initiative
Knowledge of Specific Job Skills
Communication & Listening Skills
Related Job Experience
Knowledge, Skills, Abilities and Other (KSAOs)
- Ability to anticipate accounting, financial reporting and operational issues, asses their implications, determine their impact and develop and implement an appropriate action plan.
- Strong working knowledge of financial systems, statements, and reports.
- Solid organizational, problem solving, and inter-personal skills.
- Demonstrated ability to source and select, develop, promote, and retain top financial talent.
- Excellent written and verbal communications skills.
- Ability to develop effective cross-functional relationships.
- Change agent and results oriented.
- 8+ years' experience in financial planning or similar field, including 3+ years' managerial experience.
- 3+ years' experience in aviation or aviation related industries preferred.
Benefits Package:
EJM offers a full complement of attractive benefits to our team members, including company-paid Medical, Dental, Vision and Short-Term Disability insurance.
Additional benefits include:
•Generous 401(k) company match - EJM will match 61% of your contributions
•Company-paid life insurance
•Flexible Spending Account (FSA)
•Prescription Drug Benefit Plan
•Three (3) plus weeks of paid time off - accrued on first day of employment
Executive Jet Management is an equal opportunity employer
To ensure a safe environment, we conduct pre-employment drug screening and background checks