Current jobs related to Financial Planning Analyst - St Louis, Missouri - Saint Louis University

  • Financial Planning Consultant

    1 month ago

    St Louis, Missouri, United States Stifel Financial Full time

    Financial Planning Specialist RoleThe Financial Planning Specialist plays a crucial role in supporting Financial Advisors in creating comprehensive financial plans for clients and prospects. This position involves gathering relevant data, preparing, and explaining financial plans to ensure clients' financial goals are met.Key Responsibilities:Collaborate...

  • Financial Planning and Analysis Professional

    4 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    Unlock Your Potential in Financial Planning and AnalysisAre you a detail-oriented and analytical individual looking to make a meaningful impact in the financial planning and analysis field? Do you have a passion for numbers and a desire to drive business growth? If so, we have an exciting opportunity for you to join our team at Edward Jones as a Financial...

  • Financial Analyst

    7 days ago

    St Louis, Missouri, United States Stifel Full time

    Job SummaryThe Financial Analyst will analyze financial information and prepare reports to determine or maintain records of assets, liabilities, profit and loss, tax liability, or other financial activities within the company. The Financial Analyst may perform many or all of these duties for external reporting.Key ResponsibilitiesPrepare, examine, and...

  • Financial Analyst

    7 days ago

    St Louis, Missouri, United States Tech Electronics Full time

    Job OverviewWe are seeking a highly skilled Financial Analyst to join our team at Tech Electronics. As a Financial Analyst, you will be responsible for providing financial support to the company by analyzing financial data, preparing financial reports, and ensuring compliance with financial regulations.Key Responsibilities:Perform monthly account...

  • Financial Planning and Analysis Professional

    4 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    Financial Planning and Analysis Role at Edward JonesWe are seeking a highly skilled and motivated Financial Planning and Analysis (FP&A) Analyst II to join our team at Edward Jones. As a Shared Services SFO within the FP&A Team, you will play a critical role in enabling firm and functional area decision making, providing insightful and action-oriented...

  • Senior Financial Analyst III

    2 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    Unlock Your Potential as a Senior Financial Analyst IIIAre you a motivated and detail-oriented individual looking to take your career to the next level? Do you have a passion for financial analysis and planning? We're seeking a highly skilled Senior Financial Analyst III to join our team at Edward Jones.About the RoleThis is a full-time position that...

  • Financial Planning and Analysis Specialist

    2 weeks ago

    St Louis, Missouri, United States BizzyCar, Inc. Full time

    Key ResponsibilitiesWe are seeking a highly skilled FP&A Analyst to support our finance team in making strategic decisions. The ideal candidate will have strong financial modeling skills, a solid understanding of accounting principles, and the ability to analyze trends, develop insights, and make recommendations.Key Accountabilities:Assist in the preparation...

  • Senior Financial Analyst III

    3 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    Unlock Your Potential as a Senior Financial Analyst IIIAre you a motivated and detail-oriented individual looking to advance your career in finance? Do you have a passion for financial analysis, planning, and reporting? We're seeking a highly skilled Senior Financial Analyst III to join our team at Edward Jones.About the RoleThis is a full-time position that...

  • Financial Planning and Analysis Expert

    4 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    Job OverviewWe are seeking a highly skilled and motivated FP&A Analyst III to support our functional financial planning and analysis team.The successful candidate will be a self-starter who partners well in a collaborative manner to support our Finance and business area stakeholders' ability to make timely financial decisions while championing financial...

  • Financial Analyst

    2 weeks ago

    St Louis, Missouri, United States Rezilient Health Full time

    Job Title: Finance AnalystWe are seeking a highly skilled Finance Analyst to join our lean finance and accounting team at Rezilient Health. As a key member of our team, you will have the opportunity to learn and grow your skills fast, from developing detailed budgets to analyzing business performance.Key Responsibilities:Support day-to-day accounting...

  • Senior Financial Analyst III

    2 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    Unlock Your Potential as a Senior Financial Analyst IIIAre you a financial expert looking to take your career to the next level? Do you have a passion for analysis, forecasting, and financial modeling? We're seeking a highly skilled Senior Financial Analyst III to join our team at Edward Jones.About the RoleAs a Senior Financial Analyst III, you will be...

  • Financial Analyst

    2 weeks ago

    St Louis, Missouri, United States NISA Investment Advisors Full time

    Job Title: Financial AnalystNISA Investment Advisors, LLC is seeking a highly motivated and detail-oriented Financial Analyst to join our Operations team. As a key member of our team, you will be responsible for managing post-trade processing, handling corporate actions, and ensuring appropriate collateral coverage for derivatives.Responsibilities:Process...

  • Senior Manager, Financial Planning and Analysis

    1 week ago

    St Louis, Missouri, United States Core & Main Full time

    Job SummaryAs a Senior Manager, Financial Planning and Analysis, you will be responsible for leading the financial planning and analysis function, providing strategic guidance to the executive team, and driving business growth through data-driven decision making.Main Responsibilities:Develop and implement financial planning and analysis strategies to support...

  • Senior Financial Analyst

    4 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    Job Title: Senior Financial AnalystAt Edward Jones, we are seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our Compensation Strategic Enablement team, you will play a critical role in designing and implementing branch compensation and expense policies that drive business growth and profitability.Key...

  • Senior Financial Analyst

    4 weeks ago

    St Louis, Missouri, United States Watlow Full time

    About the RoleAt Watlow, we are seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance department, you will play a crucial role in providing financial planning and analysis support to drive business growth and profitability.Key ResponsibilitiesCollaborate with site controllers and operations to assess profitability...

  • Financial Analyst

    3 weeks ago

    St Louis, Missouri, United States Matter Family Office Full time

    About Matter Family OfficeMatter Family Office is a leading provider of family office services, dedicated to helping families achieve their financial goals and values.We take a holistic approach to wealth management, combining technical excellence with a deep understanding of our clients' unique needs and goals.Job SummaryWe are seeking a highly motivated...

  • Financial Analyst

    3 weeks ago

    St Louis, Missouri, United States Matter Family Office Full time

    About Matter Family OfficeMatter Family Office is a leading provider of family office services, dedicated to helping families achieve their financial goals and values.We take a holistic approach to wealth management, combining technical excellence with a deep understanding of our clients' unique needs and goals.Job SummaryWe are seeking a highly motivated...

  • Senior Financial Analyst III

    2 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    Job OverviewEdward Jones is seeking a highly skilled Senior Financial Analyst III to join our Revenue Reporting team. As a key member of our team, you will be responsible for upholding the financial integrity of our Firm's financial statements, providing critical financial insights to senior leaders, and championing Financial Stewardship throughout the...

  • Financial Analyst

    4 weeks ago

    St Louis, Missouri, United States Nestl Purina Pet Care Full time

    About the RoleWe are seeking a highly analytical and detail-oriented Financial Analyst to join our team at Nestl Purina Pet Care. As a key member of our Finance department, you will play a critical role in driving business growth and profitability.Key ResponsibilitiesMonitor and review payment activity for fraud and maintain, enhance, and monitor order entry...

  • Financial Analyst

    3 days ago

    St Louis, Missouri, United States Careerbuilder-US Full time

    The Financial Analyst will be responsible for recording journal entries and reconciling various general ledger accounts. The successful candidate will have a positive attitude, be a self-starter, and have an eye for detail, combined with the desire to improve results of the position through process improvement initiatives.Key ResponsibilitiesPrepare journal...

Financial Planning Analyst

2 months ago

St Louis, Missouri, United States Saint Louis University Full time
Position Overview

Under general supervision, the Budgeting and Financial Reporting Analyst is responsible for developing and maintaining various financial databases; generating routine and special financial reports and analyses; overseeing financial transactions; formulating budgets; and assisting in the enhancement and upkeep of reporting systems.

Key Responsibilities

Prepares invoices and manages accounts receivable records for external contractors; compiles monthly productivity reports for faculty. Develops, formulates, and oversees contracts, bids, and proposals that adhere to specifications and comply with all applicable policies and regulations. Engages in or supports contract negotiations with suppliers, partners, or clients. Ensures accurate accounting of all one-time startup and pass-through fees. Reviews contract terms to identify potential risks or compliance issues. Analyzes supporting documents and agreements related to bids or contracts and provides expert guidance. Acts as a liaison between the organization and subcontractors to facilitate contract implementation. Maintains contract records to ensure compliance with reporting and regulatory requirements.

Department Overview

The Clinical Trials Office is dedicated to managing clinical trials for industry-sponsored research, including oversight of trials and contributions to their administrative, business, educational, regulatory, and operational functions. This office streamlines the processing of research study contracts and budgets with industry partners to enhance the execution of clinical trials.

Job Duties
  • Ensures verification of indirect costs, professional and technical fees are accurately applied, and all one-time startup and pass-through fees are accounted for.
  • Validates that Investigator and Study Team efforts are appropriately included and accounted for.
  • Collaborates with sponsors to negotiate budgets, reconciling sponsor-provided figures with local patient and non-patient costs.
  • Creates and maintains various databases and prepares routine and special financial reports/analyses for different levels of leadership.
  • Responsible for adhering to proper invoicing procedures and maintaining accurate accounts receivable records, fulfilling routine and special reporting needs.
  • Performs additional duties as assigned.
Knowledge, Skills, and Abilities
  • Exceptional interpersonal and relationship-building skills.
  • Effective communicator with the ability to tailor messages to various audiences.
  • Strong understanding of business, budgeting, and financial processes and practices.
  • Familiarity with financial guidelines and terminology.
  • Excellent planning and organizational skills.
  • Detail-oriented with the ability to exercise sound judgment in complex situations.
  • Strong analytical skills and proficiency in business applications (Excel, Word, PowerPoint, etc.).
Minimum Qualifications

Bachelor's degree in Business, Finance, Accounting, or a related field; supplemented with three (3) years of budgetary experience in an academic or clinical research environment required. Proven experience working with Principal Investigators and payment setup processes.

Salary and Benefits

Salary range: $57,760 - $80,000 DOE, plus benefits including vacation and sick leave, health/dental/vision/life insurance, 403B retirement savings plan and match, tuition remission, employee assistance program, and wellness program.