Financial Planning Associate

4 days ago

Louisville, Kentucky, United States Stefanini Group Full time

Details:
Stefanini Group is hiring
Stefanini is looking for a Financial Planning Associate, Louisville, KY (Onsite)
For quick apply, please reach out Parul Singh at
We are seeking a detail-oriented and proactive Financial Planning Associate to join our finance team. The successful candidate will assist in delivering cost targets, monitoring and controlling financial operations, and modernizing the finance function within the organization. This role requires strong analytical skills, a customer-centric approach, and the ability to manage multiple tasks efficiently.

*Responsibilities:*

  • Assist in the development and delivery of financial cost targets for various programs and projects.
  • Track, control, and modernize financial processes to improve efficiency and effectiveness.
  • Conduct financial estimations and facilitate the approval process for program financials.
  • Maintain data integrity and accuracy within financial reports and documentation.
  • Collaborate with internal stakeholders to provide exceptional customer service and support.
  • Perform metrics analysis and reporting, utilizing MS Office productivity tools to present findings.

Details:
Experience Required

  • 2+ years in as Financial Planning Associate
  • Experience in financial estimations and the approval process for program financials.
  • Strong customer service and interpersonal skills are a must.
  • Demonstrated ability to maintain data integrity and accuracy.
  • Demonstrated ability to plan, organize and prioritize multiple tasks within a defined time period.
  • Strong metrics analysis/reporting and MS Office productivity tool.

*Education Required*

  • Associate degree

*Education Preferred:*

  • Bachelor's Degree
  • Listed salary ranges may vary based on experience, qualifications, and local market. Also, some positions may include bonuses or other incentives***

Stefanini takes pride in hiring top talent and developing relationships with our future employees. Our talent acquisition teams will never make an offer of employment without having a phone conversation with you. Those face-to-face conversations will involve a description of the job for which you have applied. We also speak with you about the process, including interviews and job offers.

*About Stefanini Group*
The Stefanini Group is a global provider of offshore, onshore and near shore outsourcing, IT digital consulting, systems integration, application, and strategic staffing services to Fortune 1000 enterprises around the world. Our presence is in countries like the Americas, Europe, Africa, and Asia, and more than four hundred clients across a broad spectrum of markets, including financial services, manufacturing, telecommunications, chemical services, technology, public sector, and utilities. Stefanini is a CMM level 5, IT consulting company with a global presence. We are a CMM Level 5 company.

  • Financial Planning Principal

    2 days ago

    Louisville, Kentucky, United States A Hiring Company Full time

    FINANCIAL PLANNING PRINCIPALSTATUS: Exempt DEPARTMENT:    Financial PlanningBASIC FUNCTIONThe Planning Principal position collaborates with the Investment Principal and Trust Principal assigned clients to evaluate short- and long-term financial goals, ascertaining at the outset of a client engagement and on a periodic basis the specifics of a client's...

  • Associate Director of Financial Aid

    2 days ago

    Louisville, Kentucky, United States The Sullivan University System Full time

    :Look No Further, Your Career Starts HereSullivan University is an organization that is truly committed to making a difference. We host a wide variety of career opportunities, offer a family-oriented culture, and invest in our employees.Join us if you want:Internal MobilityThe Opportunity to Make a Difference in the Lives of our StudentsProfessional Training...

  • Financial Advisor

    2 days ago

    Louisville, Kentucky, United States PNC Full time

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • CRT Advisor Associate

    3 days ago

    Louisville, Kentucky, United States Baird Full time

    About the Role: Baird's Client Resource Team is a dedicated team designed to service clients that no longer fit the field's Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. The team's objectives are to increase profitability through achieving specific client account...

  • Chief Financial

    3 days ago

    Louisville, Kentucky, United States The Healing Place Full time

    Chief Financial & Operations Officer (CFOO)Reports To:Chief Executive OfficerFLSA Status:ExemptPosition SummaryThe Healing Place exists to transform lives through recovery, and we are seeking a mission-driven leader to help carry that vision forward. The Chief Financial & Operations Officer (CFOO) will serve as a key member of the Executive Team, providing...

  • Chief Financial Officer

    1 week ago

    Louisville, Kentucky, United States Wellspring Full time

    POSITION SUMMARY:The Chief Financial Officer (CFO) serves as a key member of the executive leadership team, responsible for overseeing Wellspring's financial strategy, operations, and compliance. Reporting directly to the CEO, the CFO leads the organization's finance, treasury, risk management, and human resources functions to ensure fiscal integrity,...

  • Chief Financial Officer

    2 days ago

    Louisville, Kentucky, United States Wellspring Full time

    POSITION SUMMARY:The Chief Financial Officer (CFO) serves as a key member of the executive leadership team, responsible for overseeing Wellspring's financial strategy, operations, and compliance. Reporting directly to the CEO, the CFO leads the organization's finance, treasury, risk management, and human resources functions to ensure fiscal integrity,...

  • Capital Planning Manager

    1 week ago

    Louisville, Kentucky, United States Sazerac Company Full time

    Sazerac Company OverviewBuild your career at Sazerac With almost 400 years of rich history, Sazerac Company has thrived as an independent, American family-owned company with operations in the United States and around the world. Since the 2000s, Sazerac has averaged double digit growth every year Sazerac Company produces and markets the most award-winning...

  • Print & Financial Services Project Manager

    2 days ago

    Louisville, Kentucky, United States Waystar Full time

    ABOUT THIS POSITIONThe role of the Print and Financial Services Specialist Project Manager is to plan, execute, and finalize project tasks associated with solutions associated with the Patient Tools. The Print and Financial Services Specialist is responsible for coordinating the efforts of project resources (to include vendors) in order to deliver projects...

  • Accounting and Financial Outsourcing Associate

    1 week ago

    Louisville, Kentucky, United States Dean Dorton Full time

    Description Accounts Payable Clerk – Outsourced Accounting We are seeking a highly organized and detail-oriented Accounts Payable Clerk to join our outsourced accounting team. As an integral part of our department, you will play a crucial role in ensuring accurate and timely processing of accounts payable transactions for our clients. The ideal candidate...