Current jobs related to Financial Planning and Analysis Specialist - Baltimore, Maryland - CCI
-
Financial Planning and Analysis Manager
4 weeks ago
Baltimore, Maryland, United States Erickson Senior Living Full timeFinancial Planning and Analysis ManagerErickson Senior Living is seeking a highly skilled Financial Planning and Analysis Manager to join our Community Finance Team. As a key member of our team, you will be responsible for providing financial guidance and support to our communities and corporate office.Key Responsibilities:Develop and maintain financial...
-
Baltimore, Maryland, United States Access Holdings Full timeAccess Holdings Financial Planning and Analysis RoleAccess Holdings Management Company LLC is a leading middle-market investment firm with over $2.8 billion in assets under management. Founded in 2013, Access provides direct investment opportunities to create concentrated portfolios of essential service-based businesses in North America.Job SummaryWe are...
-
Financial Planning and Analysis Professional
3 weeks ago
Baltimore, Maryland, United States Under Armour Full timeEmpowering Growth and InnovationAt Under Armour, we are committed to empowering those who strive for more. As a key member of our Financial Planning and Analysis team, you will contribute to building a progressive FP&A team focused on developing core competencies in FP&A, Decision Support, and Strategy Execution. Your role will be instrumental in supporting...
-
Baltimore, Maryland, United States Access Holdings Full timeAccess Holdings Management Company LLCAccess Holdings Management Company LLC is a Baltimore-based middle-market investment firm with over $2.8 billion in assets under management. Founded in 2013, Access provides direct investment opportunities to create concentrated portfolios of essential service-based businesses in North America. We undertake active...
-
Financial Planning Specialist
4 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeJob OverviewThompson Financial Group is seeking a skilled Wealth Manager to join our financial planning team in Baltimore. As a key member of our team, you will be responsible for overseeing client funds, handling investment and insurance transactions, and managing client requests.Key ResponsibilitiesProcess applications for IRAs, brokerage accounts, and...
-
Financial Planning Specialist
4 weeks ago
Baltimore, Maryland, United States Buttonwood Financial Advisors Full timeBenefits: A competitive monthly stipend for medical, dental, and vision premiums, as well as short-term and long-term disability insurance coverage. You'll also enjoy a 401(k) plan with an automatic 5% employer contribution, employer-paid professional development and CE, paid time off for both vacation and personal needs, and paid New York Stock Exchange...
-
Financial Planning Specialist
3 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeAs a key member of the Thompson Financial Group team, you will play a vital role in overseeing client funds, handling investment and insurance transactions, and managing client requests. This role requires a strong command of technology, excellent organizational skills, and the ability to work under pressure to meet deadlines.Responsibilities:Process...
-
Financial Planning Manager
4 weeks ago
Baltimore, Maryland, United States Erickson Senior Living Full timeJob Title: Manager of Financial Planning and AnalysisErickson Senior Living is seeking a highly skilled Manager of Financial Planning and Analysis to join our Community Finance Team. As a key member of our team, you will be responsible for providing financial analysis and planning support to our leadership team.Key Responsibilities:Perform financial analysis...
-
Financial Planning Manager
4 weeks ago
Baltimore, Maryland, United States Erickson Senior Living Full timeJob Title: Manager of Financial Planning and AnalysisErickson Senior Living is a national provider of senior living and health care with campuses in 11 states—and growing. We develop and manage senior living communities and health services across the country, achieving industry-leading results in customer satisfaction, driving high occupancy, and positive...
-
Financial Accounting and Analysis Director
3 weeks ago
Baltimore, Maryland, United States Recruit Up, LLC Full timeRecruit Up, LLC is seeking a highly skilled Financial Accounting and Analysis Manager to oversee the organization's financial operations.The ideal candidate will have a strong understanding of GAAP, budgeting, forecasting, and financial analysis, with experience in managing financial operations, ensuring accurate financial reporting, and effective budget...
-
Senior Financial Analyst
3 weeks ago
Baltimore, Maryland, United States Creative Financial Staffing Full timeSenior Financial AnalystCreative Financial Staffing is seeking a highly skilled Senior Financial Analyst to join our team. This is a hybrid role, offering a blend of remote work and 1-2 days on-site.About the Role:We are looking for a strategic and analytical Senior Financial Analyst who will play a critical role in overseeing the financial planning,...
-
Chief Financial Strategist
3 weeks ago
Baltimore, Maryland, United States Creative Financial Staffing Full timeJob Summary:Creative Financial Staffing is seeking a highly skilled Director of Budgeting & Financial Reporting to join their team. This is a hybrid role, offering a blend of remote work and 1-2 days on-site/work presence.About the Role:The Director of Budgeting & Financial Reporting will play a critical role in overseeing the financial planning, budgeting,...
-
Financial Operations Specialist
3 weeks ago
Baltimore, Maryland, United States Russell Tobin Full timeJob OverviewRussell Tobin is seeking a skilled Financial Operations Specialist to join our team. The ideal candidate will have a strong background in accounting, finance, or a related field, with advanced spreadsheet skills and a keen eye for detail.The successful candidate will be responsible for conducting cost analysis, determining financial status, and...
-
Financial Operations Specialist
4 weeks ago
Baltimore, Maryland, United States Johns Hopkins University Full timeJob Title: Accounting SpecialistWe are seeking a highly skilled Accounting Specialist to join our team at Johns Hopkins University. As an Accounting Specialist, you will play a critical role in performing routine financial and accounting activities, processing financial information from various accounting and information systems, and conducting activities...
-
Financial Planning Analyst
3 weeks ago
Baltimore, Maryland, United States Under Armour Full timeJob SummaryUnder Armour is seeking a Financial Analyst to join our Corporate FP&A team. As a key member of our team, you will support our financial planning processes and provide visibility to results, trends, and KPIs. You will also own and help shape strategic decisions.Key ResponsibilitiesLeverage systems to create and update in-depth corporate reporting...
-
Financial Operations Specialist
3 weeks ago
Baltimore, Maryland, United States Patrice & Associates Full timeJob OverviewPatrice & Associates is seeking a highly skilled Financial Operations Specialist to support the financial operations of our Interior Design firm in Downtown Baltimore. The ideal candidate will have an accounting or business degree with a good understanding of accounting concepts, including accounts receivable, accounts payable, and bank...
-
Senior Financial Planner
4 weeks ago
Baltimore, Maryland, United States Buttonwood Financial Advisors Full timeJob OverviewAs a Senior Financial Planner at Buttonwood Financial Advisors, you will play a key role in helping clients achieve their financial goals. Your expertise will be sought after to provide personalized financial planning and investment advice to individuals and families.Key Responsibilities:Client Service Develop and maintain strong relationships...
-
Financial Operations Specialist
2 weeks ago
Baltimore, Maryland, United States Patrice & Associates Full timeJob DescriptionAt Patrice & Associates, we are seeking an experienced Financial Operations Specialist to support the financial operations of our Interior Design firm in Downtown Baltimore. The ideal candidate will have a strong understanding of accounting concepts, including accounts receivable, accounts payable, and bank reconciliations, with a minimum of 3...
-
Financial Services Professional
4 weeks ago
Baltimore, Maryland, United States Kestra Financial Full timeAbout UsMelnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success.Role OverviewWe are...
-
Experienced Financial Advisor
4 weeks ago
Baltimore, Maryland, United States Thompson Financial Group Full timeUnlock Your Potential as a CRIA Financial AdvisorAre you a seasoned financial professional looking to take your career to the next level? We're seeking a motivated and experienced CRIA Financial Advisor to join our team at Thompson Financial Group in Baltimore, MD, US.About the RoleThis is an exciting opportunity to work with a dynamic team and contribute to...
Financial Planning and Analysis Specialist
2 months ago
Credit and Collection Institute (CCI) is seeking a skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in supporting our business operations by analyzing financial data, identifying trends, and providing insights to inform business decisions.
Key Responsibilities- Financial Analysis: Conduct daily financial analysis to identify areas of improvement and provide recommendations to management.
- Client Communication: Develop and maintain strong relationships with clients through regular communication and issue resolution.
- Process Improvement: Identify areas for process improvement and implement changes to increase efficiency and reduce risk.
- Reporting and Analytics: Develop and maintain financial reports and analytics to support business decision-making.
- Collaboration: Work closely with cross-functional teams, including sales, trading, and operational management, to ensure alignment and effective communication.
- Education: Bachelor's degree in Finance, Accounting, or related field.
- Skills: Strong analytical, organizational, and communication skills; intermediate Microsoft Excel and Word skills.
- Experience: 2+ years of experience in financial analysis or a related field.
- Advanced Skills: Strong problem-solving skills, ability to identify and escalate issues, and a good appreciation of risk.
- Client Relationship Management: Ability to maintain and build excellent client relationships through regular communication and issue resolution.