Current jobs related to Associate, Financial Planning - Miami - Santander

  • Junior Financial Planning Advisor

    4 weeks ago

    Miami, United States Jones Financial Strategies Full time

    Job Title: Financial Planning Consultant---Location: Remote - Work from Home or Anywhere with Internet Access---Opportunity Highlights:Remote Work: Enjoy the flexibility of working from home or any location with internet connectivity.Flexible Hours: Create your own schedule. Your dedication directly impacts your success.No Experience Necessary: Comprehensive...

  • Financial Planning Associate

    4 weeks ago

    Miami, United States Equitable Advisors Full time

    Position OverviewWe are looking for a motivated entry-level financial planning professional to join our team at Equitable Advisors. This role is ideal for individuals eager to build a career in financial services. The successful candidate will thrive in a collaborative environment, contributing to various aspects of our operations while gaining invaluable...

  • Financial Planning Specialist

    2 weeks ago

    Miami, United States Guerra Wealth Advisors Full time

    About the RoleAs a boutique financial services firm, Guerra Wealth Advisors offers a unique blend of personalized attention and industry expertise. Our commitment to our clients' professional development sets us apart, as we actively sponsor certifications and foster a culture of continuous learning, empowering our team members to elevate their financial...

  • Financial Planning Specialist

    2 weeks ago

    Miami, United States Guerra Wealth Advisors Full time

    About the RoleAs a boutique firm, we offer the personalized attention of a smaller company while being backed by the resources and stability of a large institution. Our commitment to your professional development sets us apart, as we actively sponsor certifications and foster a culture of continuous learning, empowering you to elevate your financial planning...

  • Director, Financial Planning and Analysis

    2 weeks ago

    Miami, United States Tellus Solutions Full time

    Job Summary:Tellus Solutions is seeking a highly skilled Associate Director, FP&A to join our team in the area of Financial Planning and Analysis. As a key member of our finance function, you will be responsible for providing strategic financial guidance and support to our business leaders.Key Responsibilities:Develop and maintain financial models and...

  • Senior Manager, Financial Planning and Analysis

    2 weeks ago

    Miami, United States Tellus Solutions Full time

    Job Summary:Tellus Solutions is seeking a highly skilled Associate Director, FP&A to join our team in the area of Financial Planning and Analysis. As a key member of our finance function, you will be responsible for providing strategic financial guidance and support to our business leaders.Key Responsibilities:Develop and maintain financial models and...

  • Financial Planner

    2 days ago

    Miami, Florida, United States First Command Financial Services, Inc Full time

    About the RoleFirst Command Financial Services, Inc. is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals and build a successful financial planning practice.Key ResponsibilitiesPartner with local military...

  • Financial Planning Specialist

    4 weeks ago

    Miami, United States Norwegian Cruise Line Holdings Ltd. Full time

    About Norwegian Cruise Line Holdings:Norwegian Cruise Line Holdings is a premier global cruise operator, recognized for its diverse portfolio of three award-winning brands. Our mission is to be the preferred vacation choice for travelers worldwide. We distinguish ourselves through our modern fleet, impressive growth trajectory, and innovative, top-tier...

  • Lead, Corporate Financial Planning Strategist

    2 weeks ago

    Miami, United States Royal Caribbean Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Corporate Planning and Analysis Lead to join our Finance Team at Royal Caribbean Group. This is a full-time position that will report to the Sr Manager of Corporate Planning.Key ResponsibilitiesFinancial Planning and Analysis: Lead the financial planning, budgeting, and forecasting processes for...

  • Financial Planning Analyst

    2 months ago

    Miami, United States Norwegian Cruise Line Holdings Ltd. Full time

    Norwegian CruiseLine Holdings is a leading global cruise company with a portfolio of three award-winning brands and a vision to be the vacation of choice for everyone around the world. We set ourselves apart with our young modern fleet, robust growth profile and innovative, best-in-class product offerings.At Norwegian Cruise Line Holdings, we are committed...

  • Financial Planning Analyst

    1 month ago

    Miami, United States Norwegian Cruise Line Holdings Ltd. Full time

    Norwegian CruiseLine Holdings is a leading global cruise company with a portfolio of three award-winning brands and a vision to be the vacation of choice for everyone around the world. We set ourselves apart with our young modern fleet, robust growth profile and innovative, best-in-class product offerings.At Norwegian Cruise Line Holdings, we are committed...

  • Head of Financial Planning

    1 month ago

    Miami, United States EisnerAmper LLP Full time

    Job Description EisnerAmper is seeking our next Head of Financial Planning & Analysis (FP&A). This highly visible leadership position has ownership of deliverables for the financial and operational drivers of the Company. The incumbent will lead a team of highly effective and driven Managers of planning and analysis who identify and manage data sources from...

  • Financial Planning and Analysis Expert

    6 days ago

    Miami, United States Hut 8 Full time

    About Hut 8Hut 8 is a leading provider of bitcoin mining and data center services. We are committed to innovation and excellence in our industry, and we are seeking a talented Portfolio Manager to join our Financial Planning and Analysis (FP&A) team.About the RoleAs a Portfolio Manager in FP&A, you will play a critical role in supporting the company's...

  • Financial Planning and Analysis Specialist

    6 days ago

    Miami, United States Corient Private Wealth LLC Full time

    Financial Planning and Analysis Role at Corient Private Wealth LLCCorient Private Wealth LLC is seeking a highly skilled Financial Planning and Analysis professional to join our team. As a key member of our organization, you will play a critical role in driving business growth and success through strategic financial planning and...

  • Chief Financial Officer

    7 days ago

    Miami, United States Latitude Inc Full time

    Job Summary:We are seeking a seasoned Chief Financial Officer (CFO) to join our executive leadership team at Latitude Inc. The ideal candidate will have a proven track record in the pharmaceutical industry or publicly traded companies, with expertise in financial strategy, regulatory compliance, and strategic planning.Key Responsibilities:Financial...

  • Financial Planning and Analysis Specialist

    3 days ago

    Miami, United States Corient Private Wealth LLC Full time

    Job Title: FP&A AnalystCorient Private Wealth LLC is seeking a highly skilled FP&A Analyst to join our team. As a key member of our finance department, you will be responsible for providing financial analysis and planning support to senior management and key leadership.Responsibilities:Participate in field office visits to build and strengthen relationships...

  • Financial Planning and Analysis Lead

    4 days ago

    Miami, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc. is seeking a highly skilled Financial Planning and Analysis Lead to join its team in Miami, FL. As a key member of the organization, you will play a critical role in driving business growth and success through data-driven analysis and strategic planning.Key ResponsibilitiesDevelop and implement data-driven analysis to inform...

  • Financial Advisor

    4 months ago

    Miami, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...

  • Financial Planning and Analysis Manager

    2 months ago

    Miami, United States Telna Full time

    Telna is a leading provider of global connectivity solutions, specializing in delivering reliable, innovative telecommunications services to businesses worldwide. With a commitment to technological excellence and customer satisfaction, Telna is revolutionizing the way businesses stay connected in today's rapidly evolving digital landscape.Position...

  • Lead, Corporate Financial Planning

    2 months ago

    Miami, United States Royal Caribbean Group Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Journey with us! Combine your career goals and sense of adventure by joining our exciting team of employees. Royal Caribbean Group is pleased to offer a competitive compensation and benefits package, and excellent career development opportunities, each offering...

Associate, Financial Planning

3 months ago

Miami, United States Santander Full time

Associate, Financial Planning & Analysis

Country: United States of America

The Associate, Financial Planning & Analysis manages one or more processes, projects, or procedures within the Financial Planning & Analysis functionality. S/he will provide well-analyzed and defined recommendations on process improvements while influencing others regarding the FP&A policies, practices, and procedures.

Generates forecasts and analyzes trends in revenue-generating organizations, finance and other areas of business for financial and strategic planning purposes. Conducts financial and economic analysis and forecasting and evaluates alternate financial plans. Prepares, analyzes, interprets financial results. Analyzes profit-and-loss income statements and prepares reports on findings.

Essential Functions/Responsibility Statements:

  • Develops, improves, independently manages one or more processes (reporting, projects, systems, procedures, or products) within the Financial Planning & Analysis structure.
  • Enhances the financial understanding of consolidated entity results, products and reporting segments to aid reporting, forecasting and business decision making.
  • Prepares analysis under US GAAP and IFRS.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Qualifications:
  • Bachelor's Degree or equivalent work experience
  • CPA, CMA or CFA license is preferred
  • 3+ years ; Financial Planning and Analysis in the Banking or Financial Services Industry
Skills and Abilities:
  • Excellent verbal and written communication skills.
  • Ability to convey a sense of urgency and drive issues/projects to closure.
  • Ability to prioritize and manage multiple projects simultaneously.
  • Ability to listen and interpret the requirements of internal clients, plan accordingly, and exceed expectations.
  • Strong financial analysis, modeling, and problem-solving.
  • Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills.
  • Excellent interpersonal skills with ability to build relationships at all levels of management.


At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.

Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.

#LI-Hybrid

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range

Minimum:

$85,500.00 USD

Maximum:

$125,000.00 USD