Current jobs related to Director Financial Planning - Tampa - TECO

  • Financial Planning Specialist

    2 weeks ago

    Tampa, Florida, United States Financial Planner Recruiting, LLC Full time

    {"Job Title": "Financial Planner", "Job Description": "OverviewOur boutique wealth management firm is seeking a Financial Planner to join our team. As a client-facing professional, you will engage with clients to understand their financial plans, goals, and taxes.RequirementsBachelor\u2019s degree in Business or Finance-related field required.CFP...

  • Financial Planning Manager

    3 weeks ago

    Tampa, Florida, United States Seven Seas Water Group Full time

    Financial Planning Manager at Seven Seas Water GroupBecome part of a pioneering organization that excels in the water infrastructure sector. Seven Seas Water Group, under the stewardship of investment funds managed by Morgan Stanley Infrastructure Partners, operates two prominent divisions - Seven Seas Water and AUC Group. Seven Seas Water specializes in...

  • Director of Planning and Contracts

    7 hours ago

    Tampa, Florida, United States Airborne Maintenance and Engineering Services Full time

    Job Title: Director of PlanningAt Airborne Maintenance and Engineering Services, we are seeking a highly skilled Director of Planning to oversee the Planning and Contracts Departments. This role will be responsible for planning, directing, and organizing the preparation, negotiation, and administration of all contracts, subcontracts, amendments, and...

  • Financial Planning

    4 weeks ago

    Tampa, Florida, United States IPG - Intertape Polymer Group Full time

    Title: Financial Analyst - Commercial SupportDepartment: FP&AImmediate Supervisor: Director - Commercial SupportPosition Overview: As a vital member of the finance team, the Analyst will play a key role in evaluating financial information, delivering actionable insights, and crafting reports that facilitate informed decision-making.Key...

  • Chief Financial Officer

    4 days ago

    Tampa, Florida, United States Creative Financial Staffing Full time

    {"h1": "Chief Financial Officer", "p": "We are seeking a highly skilled and strategic Chief Financial Officer (CFO) to join our leadership team at Creative Financial Staffing. The ideal candidate will bring a combination of financial expertise, leadership acumen, and a commitment to the non-profit organization. Responsibilities: * Develop and implement...

  • Manager Financial Planning

    4 months ago

    Tampa, United States Seven Seas Water Group Full time

    Job DescriptionJob DescriptionDescription:Seven Seas Water GroupSeven Seas Water Group (www.sevenseaswater.com) is a portfolio company owned by investment funds managed by Morgan Stanley Infrastructure Partners (“MSIP”). Seven Seas Water Group operates two businesses within the water infrastructure space. Seven Seas Water (“SSW”), which provides...

  • Financial Planning Expert

    3 weeks ago

    Tampa, Florida, United States RIT Solutions, Inc. Full time

    About the Role:The IT Financial Analyst is a key contributor in our efforts to effectively and efficiently manage IT Financials at RIT Solutions, Inc.Key Responsibilities:Assist in the annual IT Financial plan/forecasting to ensure accurate budgeting and financial planning.Complete the reconciliation of actuals to ensure financial accuracy and...

  • Financial Planning Strategist

    3 days ago

    Tampa, Florida, United States OPINICUS Full time

    Opinicus Financial Planning and Investment Management FirmA boutique financial planning and investment management firm, Opinicus, is seeking a highly skilled Financial Planning Strategist to join their team. As a Lead Strategist, you will play a crucial role in providing financial advice to clients and reporting directly to the Senior Strategist and...

  • Financial Planning Specialist

    20 hours ago

    Tampa, Florida, United States Dexian Full time

    Senior Financial Analyst Job DescriptionJob Title: Senior Financial AnalystLocation: Tampa, FLDuration: 12 Months (Possible Extension)About the Role:We are seeking a highly skilled Senior Financial Analyst to join our team at Dexian. As a Senior Financial Analyst, you will be responsible for providing financial analysis and planning support to our...

  • Financial Planning Counselor

    3 months ago

    Tampa, United States Fisher Investments Full time

    Overview Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe! The Opportunity: As a Financial Planning Counselor, you will work...

  • Financial Planning Counselor

    4 weeks ago

    Tampa, United States Fisher Investments Full time

    Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe! The Opportunity: As a Financial Planning Counselor, you will work alongside our...

  • Financial Planning Analyst

    4 weeks ago

    Tampa, Florida, United States AxoGen Full time

    About AxogenAxogen is dedicated to fostering a robust and rewarding company culture that promotes a healthy work-life balance and encourages professional development. Our personalized approach ensures that transitioning to a new role is smooth and enjoyable. Most benefits are available from day one. Company OverviewAxogen is at the forefront of transforming...

  • Financial Planning and Analysis Lead

    3 days ago

    Tampa, Florida, United States Gerdau North America Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Lead to join our team at Gerdau North America. As a key member of our Financial Planning and Analysis group, you will play a critical role in supporting the development of our annual Financial Operating Plan, long-term strategic plan, and financial outlook model.Key...

  • Director of Financial Operations

    3 weeks ago

    Tampa, Florida, United States REACHUP Full time

    Job OverviewAre you passionate about making a difference in the community while managing financial operations? This role is a unique opportunity to lead the financial strategies of an organization committed to enhancing lives.Position Summary: The Finance Director is accountable for overseeing the financial activities of the organization, which encompasses...

  • Senior Financial Planning Analyst

    4 weeks ago

    Tampa, Florida, United States Gerdau North America Full time

    POSITION SUMMARY:The Senior Financial Planning Analyst role within the Financial Planning & Analysis (FP&A) division serves as a key contributor supporting the FP&A Manager in areas such as Planning and Strategy, Operations Management, and Business Development. This position is tasked with analyzing actual financial outcomes to assess their alignment with...

  • Lead Financial Analyst

    2 weeks ago

    Tampa, Florida, United States Gerdau Full time

    About the RoleThe Lead Financial Analyst position within the Financial Planning & Analysis (FP&A) group is a key contributor role supporting the FP&A Manager for Planning and Strategy, Operations Management, and Business Development. This position will be responsible for performing in-depth analysis of actual results to better understand how they compare to...

  • Financial Advisor

    4 months ago

    Tampa, United States Sequoia Financial Group Full time

    We are seeking a highly motivated Financial Advisor to join our team and help us provide exceptional financial and investment planning services to our clients. As a client-facing role, you will collaborate with Managing Advisors and other service team members to develop and execute on client relationship plans, aiming to enrich their lives, earn their trust,...

  • Director of Financial Operations

    3 weeks ago

    Tampa, Florida, United States REACHUP Full time

    Job OverviewAre you passionate about making a difference in your community while leading financial operations? This role is perfect for individuals who thrive in a collaborative environment focused on enhancing the lives of others.Position Summary: The Finance Director is accountable for overseeing the financial activities of the organization, which...

  • Financial Planning and Analysis Specialist

    2 weeks ago

    Tampa, Florida, United States Sypris Electronics LLC Full time

    Job Summary**Financial Planning and Analysis Specialist**We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Sypris Electronics LLC. As a key member of our finance department, you will play a critical role in supporting management planning and decision-making by identifying, maintaining, and evaluating financial...

  • Financial Advisor

    2 months ago

    Tampa, United States Corebridge Financial Full time

    Financial Advisor Tampa, FL Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life...

Director Financial Planning

4 months ago

Tampa, United States TECO Full time
Title: Director Financial Planning & Analysis
Company: Tampa Electric Company
State and City: Florida - Tampa
Shift: 8 Hr. X 5 Days

POSITION CONCEPT
The Director Financial Planning & Analysis has the primary responsibility for directing the financial planning & analysis (FP&A) function for both Tampa Electric Company and certain affiliates under Emera US Holdings, Inc. This function is responsible for short-term forecasting, budgeting and long-term forecasting of financial statements and financial condition, as well as supporting decision analysis for projects and business initiatives. This function has a key leadership role in ensuring the completeness and accuracy of financial analysis related to the company's decisions about rate relief and regulatory recovery mechanisms. This position provides leadership to all areas of the TECO/Emera family regarding financial planning and analysis issues.

PRIMARY DUTIES AND RESPONSIBILITIES
  • Short-term forecasting. Directs the short-term forecasting process for Tampa Electric Company and certain affiliates under Emera US Holdings, Inc., which includes forecasted income statement, balance sheet, and cash flows, in addition to the forecast packages provided to Emera and Tampa Electric Company Officers. This responsibility requires collaboration with the Tampa Electric Company Business Planning team and other impacted constituents for the accurate and timely completion of the short-term forecasts.
  • Budgeting. Directs the budgeting process for Tampa Electric Company and certain affiliates under Emera US Holdings, Inc., which includes budgeted income statement, balance sheet, and cash flows, in addition to the budget packages provided to Emera and Tampa Electric Company Officers. This responsibility requires collaboration with the Tampa Electric Company Business Planning team and other impacted constituents for the accurate and timely completion of the budgets.
  • Long-term forecasting. Directs the long-term forecasting process for Tampa Electric Company and certain affiliates under Emera US Holdings, Inc. These long-term forecasts include the annual 5-year financial forecast, which has forecasted income statement, balance sheet, cash flows, ROE, customer rates and variance analysis, and includes all forecast packages provided to Emera and Tampa Electric Company Officers. This responsibility requires collaboration with the Tampa Electric Company Business Planning team and other impacted constituents for the accurate and timely completion of the long-term forecasts.
  • Decision support for projects. Directs the financial analysis of projects included in the work of the Capital Planning team, projects proposed to the Capital Leadership Team (CLT), projects proposed as part of strategic analysis. This includes ownership of the analysis of all impacts on accretion/dilution, credit metrics, earnings, cash flow, ROE, regulatory recovery and customer rates.
  • Decision support for regulatory recovery. Directs the financial analysis that supports the completeness and accuracy of calculations related to the company's decisions about rate relief and regulatory recovery mechanisms. This includes ownership of the analysis of all impacts on financial integrity, earnings, cash flow, ROE, and customer rates.
QUALIFICATIONS
Education
Required: Bachelor's degree in accounting

Licenses/Certifications
Required: CPA

Related Experience
Required: 10 years of accounting/financial experience
Preferred: Experience with a public accounting firm; experience with external financial reporting; experience with financial planning and analysis

Supervisory Experience
Required: 5 years of leadership experience

Knowledge/Skills/Abilities
Required: Strong knowledge of US GAAP; critical thinking and problem solving; must be a strong leader with excellent communication skills and financial acumen; ability to lead organizational efforts throughout the company to meet financial planning needs.
Preferred: Strong knowledge of SEC and FERC reporting and disclosure requirements; a thorough understanding of utility accounting and regulatory procedures & policies; a strong knowledge of financial planning and modeling concepts.
  • LEADERSHIP COMPETENCIES
  • Champions Safety, Health and the Environment
  • Takes Ownership and Acts with Integrity
  • Drives Business Excellence for Customers
  • Builds Collaborative Relationships
  • Develops People and Teams
  • Cultivates Innovation and Embraces Change
  • Thinks Strategically and Exercises Sound Judgment


#LI-SAC

TECO offers a competitive Benefits package

Competitive Salary *401k Savings plan w/ company matching * Pension plan * Paid time off* Paid Holiday time * Medical, Prescription Drug, & Dental Coverage *Tuition Assistance Program * Employee Assistance Program * Wellness Programs * On-site Fitness Centers * Bonus Plan and more

STORM DUTY REQUIREMENTS....Please make sure to read below Responding to storms will be considered a condition of employment.

TECO Energy and its companies serve a role in providing critical services to our community during an emergency. Team members are required to participate in the response/recovery activities related to emergencies/disasters to maintain service to our TECO Energy customers. Team members are required to work in their normal job duties or other assigned activities. Proper compensation will be made in accordance with the company's rules and procedures.

TECO Energy is proud to be an Equal Opportunity Employer.

TECO Energy is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law, except where physical or mental abilities are a bona fide occupational requirement and the individual is unable to perform the essential functions of the position with reasonable accommodations.

In order to provide equal employment and advancement opportunities for all individuals, employment decisions at TECO Energy will be based on skills, knowledge, qualifications and abilities.

Pay Transparency Non-Discrimination Statement
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

ADA policy
It is the policy of TECO Energy to provide reasonable accommodation for all qualified disabled individuals who are employees and applicants for employment, unless it would cause undue hardship. The corporation will adhere to applicable federal and state laws, regulations and guidelines, including, but not limited to the Americans with Disabilities Act (ADA) of 1990 and section 503 and 504 of the Rehabilitation Act of 1970s.

Application accommodations
Applicants may request reasonable accommodation in the application process five business days prior to the time accommodation is needed.

Pre-employment physical exams may be required for positions with bona fide job-related physical requirements regardless of disability.