Current jobs related to Financial Planning Analyst - Edina, Minnesota - Jefferson Wells
-
Financial Planning and Analysis Specialist
1 month ago
Edina, Minnesota, United States Creative Financial Staffing Full timeFinancial Analyst RoleAs a Financial Analyst at Creative Financial Staffing, you will be part of a dynamic team that provides key analyses and recommendations on operational improvement projects and business priorities.Key Responsibilities:Develop and maintain financial forecasts, reports, and operational metrics to inform business decisionsAnalyze financial...
-
Senior Financial Analyst
4 weeks ago
Edina, Minnesota, United States Creative Financial Staffing Full timeSenior Financial Analyst OpportunityCreative Financial Staffing is partnering with a dynamic company in Minneapolis to find a skilled Senior Financial Analyst to support their growth. This role will be the first true FP&A hire for the company, providing a unique opportunity to build and support financial planning and analysis functions.The ideal candidate...
-
Lead Financial Analyst
2 weeks ago
Edina, Minnesota, United States Creative Financial Staffing Full timeSenior Financial Analyst / Accounting Analyst - Hybrid Work EnvironmentOur esteemed client is expanding and is seeking to introduce a new role to facilitate their growth. This newly established position will be the inaugural FP&A hire for the organization, providing the opportunity to develop and enhance these functions within the company, such as...
-
Senior Financial Analyst
1 month ago
Edina, Minnesota, United States Creative Financial Staffing Full timeSenior Financial Analyst OpportunityCreative Financial Staffing is partnering with a dynamic company in Minneapolis to find a skilled Senior Financial Analyst to support their growth. This role will be the first true FP&A hire for the company, providing a unique opportunity to build and support financial planning and analysis functions.The ideal candidate...
-
Lead Financial Analyst
2 months ago
Edina, Minnesota, United States Creative Financial Staffing Full timeSenior Financial Analyst / Accounting Specialist - Hybrid Work EnvironmentOur esteemed client is expanding and is in search of a new addition to their team to facilitate their growth. This newly established position will be the inaugural FP&A hire for the organization, providing a unique opportunity to develop and enhance these functions within the company,...
-
Financial Advisor Associate
2 weeks ago
Edina, Minnesota, United States Ameriprise Financial Full timeAssociate Financial Advisor RoleWe are seeking a highly motivated and experienced Associate Financial Advisor to join our team at Ameriprise Financial. As a key member of our team, you will play a crucial role in driving the growth and success of our practice.Key Responsibilities:Build and maintain strong relationships with existing clients, providing...
-
Sales Tax Compliance Specialist
3 weeks ago
Edina, Minnesota, United States Creative Financial Staffing Full timeSales Tax Analyst Job DescriptionWe are seeking a highly skilled Sales Tax Analyst to join our team at Creative Financial Staffing. As a Sales Tax Analyst, you will play a critical role in ensuring sales tax compliance for all locations.Key Responsibilities:Prepare sales tax compliance analyses and returns, meeting remittance deadlines.Research and maintain...
-
Wealth Management Planning Consultant
4 weeks ago
Edina, Minnesota, United States Fidelity TalentSource LLC Full timeJob Summary:We are seeking a highly skilled Wealth Management Planning Consultant to join our team. As a key member of our Private Wealth Management team, you will be responsible for providing exceptional customer service to our most sophisticated and valued clients.Key Responsibilities:Provide high-touch relationship management to clients, including...
-
Financial Services Accountant
3 weeks ago
Edina, Minnesota, United States SS&C Full timeJob Title: Associate Manager, Hedge Fund AccountingSS&C is a global leader in investment and financial services, providing software and services to the financial services and healthcare industries. As an Associate Manager, Hedge Fund Accounting, you will play a critical role in supporting the financial services team in delivering high-quality accounting...
-
Accounting and Claims Process Specialist
2 weeks ago
Edina, Minnesota, United States Howden Group Holdings Full timeAbout the RoleHowden Tiger is a global reinsurance broker and risk advisor that leverages innovation and analytics to deliver exceptional client service.Key ResponsibilitiesWork under the direction of Accounting and Claims Analysts to deliver fast and accurate transaction processing services.Enter claim data, including initial loss notices and loss status...
-
Enterprise Business Solutions Lead
1 week ago
Edina, Minnesota, United States Western National Insurance Group Umialik Insurance Company Full timeEnterprise Business Analyst LeadWestern National Insurance Group is seeking an experienced Enterprise Business Analyst Lead to join our team. As a key member of our organization, you will lead our Enterprise Business Analyst Team in standardizing, applying, and optimizing requirement gathering and analysis practices across the teams.The ideal candidate will...
-
Collections Specialist
2 weeks ago
Edina, Minnesota, United States Mitsubishi HC Capital America, Inc. Full timeJob Title: Collections AnalystWe are seeking a highly skilled Collections Analyst to join our team at Mitsubishi HC Capital America, Inc. in Edina, MN.Job Summary:The Collections Analyst will be responsible for maintaining timely collection follow-up on all past due accounts in their assigned portfolio. This includes identifying potential problems and...
-
Supply Chain Operations Specialist
1 week ago
Edina, Minnesota, United States EPITEC Full timeJob Title: Supply Chain AnalystPosition: Supply Chain Analyst - ContractLocation: Edina, MNJob Description:We are seeking a highly skilled Supply Chain Analyst to support our outstanding SCM responsibilities and drive growth in key areas.Duties and Responsibilities:• Manage weekly CPFR process with National Retail Customer Target• Build and communicate...
-
Accounting and Claims Process Specialist
1 week ago
Edina, Minnesota, United States Howden Group Holdings Full timeAbout the RoleHowden Tiger is a global reinsurance broker and risk advisor dedicated to innovation and superior analytics for top client service.We are seeking a highly organized and detail-oriented Accounting and Claims Process Associate to join our team.Key ResponsibilitiesEnter claim data, including initial loss notices, loss status updates, and proofs of...
-
IT Security Analyst Intern
3 days ago
Edina, Minnesota, United States Western National Insurance Group Umialik Insurance Company Full timeInformation Security InternshipWestern National Insurance Group is seeking an Information Security Intern to join our IT team. As a key member of our team, you will assist with various projects and initiatives, including monitoring security software tools, gathering evidence and data, and reviewing Security Incident reports.Responsibilities:Monitor and track...
-
Wealth Management Advisor
2 weeks ago
Edina, Minnesota, United States Fidelity TalentSource LLC Full timeJob Description:The Wealth Management Advisor plays a critical role in driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies. This position focuses on planning for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.The Expertise We're Looking ForSeries 7,...
-
Senior Wealth Management Advisor
4 weeks ago
Edina, Minnesota, United States Fidelity TalentSource LLC Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team. As a key member of our Private Wealth Management group, you will be responsible for developing and implementing comprehensive financial plans and wealth strategies for our clients.Key ResponsibilitiesDevelop and implement financial plans and wealth...
-
Information Security Analyst Intern
3 weeks ago
Edina, Minnesota, United States Western National Insurance Group Umialik Insurance Company Full timeAbout Western National Insurance GroupWestern National Insurance Group is a private mutual insurance company with over 120 years of experience serving customers' property-and-casualty insurance needs in the Midwestern, Northwestern, and Southwestern United States. We are known as "The Relationship Company," and we define success as a measure of the...
-
Wealth Strategies Advisor
1 month ago
Edina, Minnesota, United States Punch & Associates Investment Management, Inc. Full timeUnlock Your Financial PotentialPunch & Associates Investment Management, Inc. is seeking a skilled professional to join our team as a Wealth Strategies Advisor. As a key member of our team, you will have the opportunity to work with high net worth individuals and institutions, guiding them through our financial planning process and helping them achieve their...
-
Wealth Strategies Advisor
4 weeks ago
Edina, Minnesota, United States Punch & Associates Investment Management, Inc. Full timeJob Title: Wealth Strategies AdvisorPunch & Associates Investment Management, Inc. is a Minneapolis-based, independent wealth and investment management firm serving a select number of institutions and families of substantial wealth.Our MissionWe aim to enable families and institutions to steward resources with clarity and purpose.ResponsibilitiesOrganize,...
Financial Planning Analyst
2 months ago
Financial Analyst
Location:
Remote
Compensation:
$95,000
Job Overview:
As a Financial Analyst, you will play a crucial role in delivering analytical and technical support to our financial operations. Your responsibilities will include:
- Conducting financial forecasting and reporting to enhance business performance.
- Acting as the primary user for the SAP PA module, ensuring optimal utilization.
- Supporting the month-end closing activities by executing profitability assessments and generating standard reports.
- Preparing comprehensive monthly financial reports for executive management, integrating actual and projected data while performing P&L variance analysis.
- Ensuring the accuracy of Product and Customer P&L data within the PA system.
- Providing analytical insights to Sales & Marketing teams by developing and maintaining product and customer P&L statements.
- Participating in various projects, including financial planning, forecasting, and evaluating business initiatives.
- Enhancing reporting and system processes and serving as a backup for cost accounting functions.
- Proficient in Microsoft Office Suite, particularly advanced Excel capabilities.
- Experience in data warehouse management is preferred.
- Familiarity with SAP is advantageous.
- Strong strategic thinking and organizational abilities.
- Solid understanding of financial planning, analysis, and cost evaluation.
- Exceptional verbal and written communication skills.
A minimum of 7-10 years of relevant experience in a financial analyst role.
Educational Background:
A Bachelor's degree in Finance or Accounting is required.
About Jefferson Wells:
Jefferson Wells is a prominent global workforce solutions provider, dedicated to assisting organizations in navigating the evolving landscape of work by sourcing, assessing, developing, and managing talent. With a legacy of over 70 years, we create significant value for both candidates and clients across various industries.