Financial Planning Manager
2 weeks ago
Jobot is seeking an experienced finance professional to join our team as a Controller. As a key member of our finance team, you will be responsible for overseeing the preparation and analysis of financial reports, managing grants, and providing financial guidance to other departments.
Responsibilities:- Oversee the preparation and analysis of financial reports, financial statements, and journal entries.
- Manage the financial aspects of grants, including budgeting, financial reporting, and compliance.
- Analyze and interpret complex financial data and provide recommendations based on findings.
- Develop and implement financial policies and procedures, and ensure compliance with these policies.
- Manage accrued revenue, expenditures, and depreciation, ensuring accuracy and compliance with financial regulations and standards.
- Allocate expenses and manage patient revenue entries.
- Provide financial guidance and support to other departments within the organization.
- Collaborate with external auditors to ensure successful audit results and compliance.
- Interact with various senior stakeholders and other team members to ensure alignment and achievement of business goals.
- Bachelor's degree in finance, accounting, or a related field. Master's degree or CPA certification preferred.
- Minimum of 3 years of experience in a similar role, preferably within the finance industry.
- Proficiency in Abila MIP or equivalent financial management software.
- Strong understanding of financial statements, journal entries, accrued revenue, expenditures, grants, depreciation, and expense allocation.
- Demonstrated leadership skills with the ability to drive financial planning.
- Excellent analytical, strategic conceptual thinking, strategic planning and execution skills.
- Strong communication skills, both written and verbal, with the ability to present financial data to a non-financial audience.
- High proficiency in Excel and other Microsoft Office applications.
- Exceptional problem-solving skills and the ability to work under pressure while meeting tight deadlines.
- High level of integrity and dependability with a strong sense of urgency and results-orientation.
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Financial Planning Associate
1 week ago
Albuquerque, New Mexico, United States Priority Financial Group Full timeFinancial Planning Role:We are seeking a skilled Paraplanner to support our Financial Planning Team at Priority Financial Group. As a Paraplanner, you will assist financial advisors in gathering client data and preparing comprehensive financial plans, including retirement planning, investment analysis, tax planning, and estate planning.Key...
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Financial Planning Associate
2 weeks ago
Albuquerque, New Mexico, United States Priority Financial Group Full timeFinancial Planning ParaplannerAbout the Role:Priority Financial Group is seeking a highly motivated and detail-oriented Financial Planning Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our financial advisors in delivering exceptional client service and achieving their financial goals.Key Responsibilities:Assist...
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Financial Planning Assistant
1 month ago
Albuquerque, New Mexico, United States Priority Financial Group Full timeParaplanner Job DescriptionAt Priority Financial Group, we are seeking a highly skilled and motivated Paraplanner to join our Financial Planning Team. As a Paraplanner, you will play a critical role in supporting our financial advisors in delivering exceptional client service and achieving our mission of helping clients achieve their financial goals.Key...
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Financial Planning Associate
2 months ago
Albuquerque, New Mexico, United States Priority Financial Group Full timeOverview: Priority Financial Group, a leading financial services provider, is seeking a dedicated and skilled professional to enhance our expanding Financial Planning Division as a Paraplanner.Key Responsibilities:Preparation of Financial Strategies: Collaborate with financial advisors to collect client information and develop detailed financial strategies,...
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Financial Planning Assistant
2 weeks ago
Albuquerque, New Mexico, United States Priority Financial Group Full timeParaplanner Job DescriptionAbout the Role:Priority Financial Group is seeking a highly motivated and detail-oriented Paraplanner to join our Financial Planning Team. As a Paraplanner, you will play a critical role in supporting our financial advisors in delivering exceptional client service and achieving our mission of helping clients achieve their financial...
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Financial Planning Associate
2 months ago
Albuquerque, New Mexico, United States Priority Financial Group Full timeOverview: Priority Financial Group, a leader in financial services, is seeking a dedicated and proactive individual to enhance our Financial Planning Team in the role of a Paraplanner.Key Responsibilities:Preparation of Financial Strategies: Collaborate with financial advisors to collect client information and develop detailed financial strategies,...
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Financial Planning Manager
5 days ago
Albuquerque, New Mexico, United States Jobot Full timeJob Summary:Jobot is seeking a highly skilled Financial Planning Manager to join our team. As a key member of our finance department, you will be responsible for overseeing the preparation and analysis of financial reports, financial statements, and journal entries.Key Responsibilities:Managing the financial aspects of grants, including budgeting, financial...
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Financial Planning Manager
4 weeks ago
Albuquerque, New Mexico, United States Jobot Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning Manager to join our team at Jobot. As a key member of our organization, you will be responsible for overseeing the financial aspects of our business, including budgeting, financial reporting, and compliance.Key ResponsibilitiesOversee the preparation and analysis of financial...
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Financial Planning Manager
3 weeks ago
Albuquerque, New Mexico, United States Jobot Full timeJob SummaryThis is an exciting opportunity to join Jobot as a Consulting Controller, where you will play a key role in driving financial planning and management. As a seasoned finance professional, you will be responsible for overseeing the preparation and analysis of financial reports, managing grants, and providing financial guidance to other...
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Financial Planning Manager
2 weeks ago
Albuquerque, New Mexico, United States Jobot Full timeController - Financial PlanningJobot Consulting is seeking a highly skilled and experienced Controller to join our team. As a key member of our finance department, you will be responsible for overseeing the preparation and analysis of financial reports, financial statements, and journal entries.Responsibilities:Oversee the preparation and analysis of...
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Financial Planning Manager
4 days ago
Albuquerque, New Mexico, United States Jobot Full timeJob Summary:Jobot is seeking a highly skilled and experienced Controller to join our team. As a key member of our finance department, you will be responsible for overseeing the preparation and analysis of financial reports, financial statements, and journal entries. This role requires a strong understanding of financial management, including budgeting,...
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Financial Planning Manager
1 month ago
Albuquerque, New Mexico, United States Jobot Full timeController Job DescriptionWe are seeking a highly skilled and experienced Controller to join our team at Jobot. As a key member of our finance department, you will be responsible for overseeing the preparation and analysis of financial reports, financial statements, and journal entries.Responsibilities:Manage the financial aspects of grants, including...
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Financial Planning Manager
1 month ago
Albuquerque, New Mexico, United States Jobot Full timeJob Title: ControllerJobot is seeking an experienced finance professional to join our team as a Controller. As a key member of our finance team, you will be responsible for overseeing the preparation and analysis of financial reports, financial statements, and journal entries.Responsibilities:Manage the financial aspects of grants, including budgeting,...
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Financial Planning Manager
4 weeks ago
Albuquerque, New Mexico, United States Jobot Full timeJob OpportunityThis is an exciting opportunity for a skilled finance professional to join our team as a Consulting Controller. As a key member of our finance team, you will be responsible for overseeing the preparation and analysis of financial reports, financial statements, and journal entries.ResponsibilitiesOversee the preparation and analysis of...
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Financial Planning Manager
2 weeks ago
Albuquerque, New Mexico, United States Jobot Full timeUnlock Your Finance Career PotentialAre you a seasoned finance professional with a passion for strategic planning and financial management? Do you have a knack for analyzing complex financial data and providing actionable insights?We are seeking a highly skilled and experienced Consulting Controller to join our team at Jobot. As a key member of our finance...
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Financial Planning and Analysis Manager
2 weeks ago
Albuquerque, New Mexico, United States Jobot Full timeJob SummaryWe are seeking a highly skilled and experienced Controller to join our team at Jobot. The ideal candidate will have a strong background in financial management, strategic planning, and analysis, with the ability to drive financial planning and decision-making.Key ResponsibilitiesOversee the preparation and analysis of financial reports, financial...
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Financial Planning and Analysis Manager
1 week ago
Albuquerque, New Mexico, United States Jobot Full timeJob Title: Controller - Financial Management ExpertAbout the Role:We are seeking a highly skilled and experienced Controller to join our team at Jobot. As a key member of our finance department, you will be responsible for overseeing the preparation and analysis of financial reports, financial statements, and journal entries. Your expertise in financial...
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Associate Financial Advisor
2 weeks ago
Albuquerque, New Mexico, United States Thrivent Financial Full timeJob SummaryThrivent Financial is seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team. As a key member of our financial services team, you will work closely with our veteran lead advisors to provide exceptional service, financial planning, and investment guidance to new and existing clients.Key ResponsibilitiesSupport...
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Financial Planning Support Specialist
3 days ago
Albuquerque, New Mexico, United States ZeroThreeSixty Wealth Partners Full timeJob Description:At ZeroThreeSixty Wealth Partners, we are seeking a highly organized and detail-oriented Financial Planning Support Specialist to join our team. This role is an excellent opportunity for a motivated and enthusiastic individual to provide exceptional administrative support to our financial advisors and planners.About the Role:This position...
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Financial Planning Office Assistant
6 days ago
Albuquerque, New Mexico, United States ZeroThreeSixty Wealth Partners Full timeJob Title: Financial Planning Office AssistantJob Summary:We are seeking a highly organized and detail-oriented Financial Planning Office Assistant to join our team at Zerothreesixty Wealth Partners. As a key member of our office staff, you will provide administrative support to our financial advisors and planners, ensuring the smooth operation of our...