Financial Planning Leader

1 month ago


Downers Grove, Illinois, United States Path Engineering Full time
Job Title: Finance Manager

At Path Engineering, we are seeking a highly skilled Finance Manager to lead our financial planning and analysis efforts. As a key member of our team, you will be responsible for consolidating monthly executive leadership team presentations, delivering data-driven insights, and collaborating with cross-functional teams to drive business growth.

Key Responsibilities:
  • Lead the consolidation of monthly executive leadership team presentations
  • Deliver data-driven insights to inform business decisions
  • Collaborate with cross-functional teams to drive business growth
  • Develop investment proposals and maintain critical sales analysis tools
  • Drive continuous improvement initiatives to enhance financial performance
Requirements:
  • Bachelor's degree in finance, accounting, or a related field; MBA is a plus
  • Minimum 7 years of relevant experience in financial planning and analysis or analytical roles
  • Proficient in general, management, and manufacturing accounting, including balance sheet management, sales pricing, order processing, standard costing, P&L, and cash flow analysis
  • Excellent written and verbal communication skills, with the ability to influence at all levels within the organization
  • Strong analytical, teamwork, customer service, and leadership skills
  • Proven ability to lead, manage, and prioritize multiple projects effectively
  • Advanced Microsoft Excel skills are highly desired
  • Comfortable working with large data sets
What We Offer:
  • Competitive salary based on experience, paid monthly
  • Comprehensive benefits package, including medical, dental, vision, company-paid life insurance, 401k plan with company match, paid time off, wellness programs, educational assistance, and training
  • A great manufacturing culture where achievements are recognized, acknowledged, and celebrated


  • Downers Grove, Illinois, United States Dover Corporation Full time

    At Dover Corporation, we are seeking a highly skilled Financial Planning and Analysis Manager to join our team. This role will play a critical part in helping us achieve our financial goals and objectives.The Financial Planning and Analysis Manager will be responsible for managing the Industrial Business Unit's financial reporting and forecasting, as well as...


  • Downers Grove, Illinois, United States LHH Full time

    Job Title: Accounting ManagerLHH is looking for a highly skilled Accounting Manager to join our team. As a key member of our finance department, you will be responsible for managing financial operations, ensuring accurate financial reporting, and maintaining compliance with regulatory requirements.Responsibilities:Manage financial planning, analysis, and...

  • Financial Planner

    3 weeks ago


    Downers Grove, Illinois, United States Capstone Financial Advisors Inc. Full time

    Job SummaryCapstone Financial Advisors Inc. is seeking a skilled Financial Planner to join our team. As a key member of our Service Team, you will support Wealth Advisors in implementing customized financial plans for our high-net-worth clients.This is a strategic position within the firm, providing an important opportunity for professional growth and...


  • Downers Grove, Illinois, United States Capstone Financial Advisors Inc. Full time

    Job SummaryOverviewCapstone Financial Advisors has an opening for a Financial Planner with relevant experience. As a fee-only, independent Registered Investment Advisor (RIA), we provide tailored wealth management services to high-net-worth clients.Key ResponsibilitiesSupport Wealth Advisors in implementing client financial plansParticipate in client...


  • Downers Grove, Illinois, United States Principal Financial Group Full time

    Job SummaryThis role leads and consults with financial professionals to help them build their skills and grow their practice. The ideal candidate will have a broad knowledge of sales techniques, as well as regulations governing insurance and security sales.Key ResponsibilitiesDevelop a profitable business center by attracting, training, motivating and...


  • Downers Grove, Illinois, United States Principal Financial Group, Inc. Full time

    Job SummaryThis is a senior-level management position that oversees the development and implementation of business strategies to drive growth and profitability. The ideal candidate will have a strong background in financial services and experience in leading high-performing teams.Key ResponsibilitiesDevelop and execute business plans to achieve revenue...


  • Downers Grove, Illinois, United States Principal Financial Group, Inc. Full time

    Job SummaryThis role is responsible for leading and consulting with financial professionals to help them build their skills and grow their practice. The ideal candidate will attract and develop top-tier talent to our team, fostering an intentional culture. Key responsibilities include:Develop a profitable business center by attracting, training, motivating,...

  • Financial Advisor

    4 weeks ago


    Downers Grove, Illinois, United States Polaris Wealth Group, a private practice of Ameriprise Financial Full time

    Job SummaryPolaris Wealth Group, a private practice of Ameriprise Financial, is seeking a highly skilled Associate Financial Advisor to join their team. The ideal candidate will have a strong background in financial planning and a passion for delivering exceptional client experiences.The Associate Financial Advisor will be responsible for building...


  • Downers Grove, Illinois, United States Ensono Full time

    Job SummaryWe are seeking a highly skilled Senior Accountant to join our team at Ensono. As a key partner to the regional accounting, revenue accounting, and FP&A teams, you will contribute to the success of the organization by supporting the corporate accounting and financial reporting functions.Key ResponsibilitiesFinancial Reporting: Maintain schedules...


  • Downers Grove, Illinois, United States BMO Financial Group Full time

    Job DescriptionJob Title: Medical StrategistJob Summary: We are seeking a highly skilled Medical Strategist to join our team at BMO Financial Group. The successful candidate will be responsible for providing specialized wealth planning services to High Net Worth and Ultra High Net Worth clients.Key Responsibilities:Provide customized advice and specialized...


  • Downers Grove, Illinois, United States CVS Health Full time

    At CVS Health, we are seeking a highly skilled Senior Financial Analyst FP&A to join our team. This individual will play a critical role in supporting our Home Infusion business unit by assisting in the development and preparation of annual budgets, forecasts, and long-term financial plans.Key Responsibilities:Collaborate with stakeholders to gather inputs,...


  • Downers Grove, Illinois, United States Zurn Elkay Full time

    The Director, Commercial Excellence (Zurn Elkay Business Systems) plays a pivotal role in driving accelerated operating and financial performance through continuous process improvement.Emphasis is on leadership, continuous improvement skills, and culture building that will lead to self-sustaining capabilities at domestic and international locations.This...


  • Downers Grove, Illinois, United States BMO Financial Group Full time

    Wealth Planning ExpertiseAt BMO Financial Group, we are seeking a highly skilled Wealth Planning Expert to join our team. As a key member of our wealth management team, you will be responsible for providing specialized wealth planning advice to High Net Worth and Ultra High Net Worth clients. Your expertise will help clients achieve their long-term financial...


  • Downers Grove, Illinois, United States WGI Inc Full time

    OverviewWe are seeking a highly skilled Structural/Forensics Market Leader to join our Buildings Division in Chicago. As a key member of our team, you will be responsible for leading a team of professionals in a specific geographic area, driving business growth, and developing strategies to meet financial and team member growth targets.ResponsibilitiesMarket...

  • Financial Analyst

    4 weeks ago


    Downers Grove, Illinois, United States Zurn Elkay Water Solutions Full time

    The Financial Analyst II is a key player in financial forecasting and budgeting for specific business functions at Zurn Elkay Water Solutions Corporation. This role monitors and tracks operating expense trends, including ROI, and evaluates and recommends efficiencies for business functions such as sales and cost.The ideal candidate will have a Bachelor's...


  • Downers Grove, Illinois, United States Dover Corporation Full time

    Position Summary:The Director of FP&A will be a business partner to the CFO while ensuring that the Dover Pumps and Process Solutions (DPPS) segment and Dover Corporate requirements are exceeded. This role will perform complex duties requiring professional experience, leadership skills, knowledge, and competency in areas that go beyond the traditional...


  • Downers Grove, Illinois, United States BMO Financial Group Full time

    Job DescriptionJob Title: Senior Wealth StrategistJob Summary: We are seeking a highly skilled Senior Wealth Strategist to join our team at BMO Financial Group. As a Senior Wealth Strategist, you will be responsible for providing specialized wealth planning services to High Net Worth clients, helping them achieve their long-term financial objectives.Key...


  • Downers Grove, Illinois, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled Wealth Planning Expert to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing specialized wealth planning services to high net worth clients.Key Responsibilities:Develop and implement comprehensive wealth plans for high net worth clientsProvide...


  • Downers Grove, Illinois, United States Road Runner Full time

    Roadrunner Transportation is seeking a highly skilled and motivated Director of Administration to oversee the administrative functions of the organization, driving financial performance and leading initiatives to improve operational efficiency.**Key Responsibilities*** Coordinate financial planning, budgeting, and forecasting processes to ensure accurate...


  • Downers Grove, Illinois, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled Business Banking Relationship Manager to join our team at BMO Financial Group. As a key member of our business banking team, you will be responsible for providing technical expertise and advisory support to our clients, helping them achieve their business goals and objectives.Key Responsibilities:Provide proactive...