Jobs
>
Columbia

    Financial Planning - Columbia, United States - AdbaKx

    AdbaKx
    AdbaKx Columbia, United States

    3 weeks ago

    Default job background
    Description

    Role:
    Financial Planning & Analysis (FP&A)

    ConsultantLocation:
    Columbia, MD (Hybrid – one day per week)

    Type of Employment:
    Full Time

    Note:
    Must Have Experience in Adaptive or similar planning system

    Responsibilities:

    As a member of the FP&A team, your responsibilities include, but are not limited to assisting the team in:Supporting the Company's financial health and business strategy through the creation of reporting and analysis and modeling using tools such as Adaptive Planning, Excel, Power BI, and Workday.

    Configuration, design, build out, and administration of the Adaptive Planning software platform.

    Coordination and development of annual budgeting, quarterly forecasting/variance analysis, and multi-year forecasts, long-term capital and liquidity planning and associated reporting.

    Development, maintenance, analysis, and reporting of KPIs and other operating metrics and financial ratios, including identifying applicable industry benchmarks and tracking results vs.

    those benchmarksImprove reporting and ad hoc abilities of the FP&A team and platform including report writing, data structure, and processes.

    Continuous analysis and improvement of business processesAnalysis of results, perform variance analyses, identify trends, report findings and recommendations for improvements.

    Other duties as assigned

    Qualifications:
    Minimum of 4+ years of progressive experience in an FP&A or Finance / Accounting role required.
    Bachelor's degree in Finance, Accounting, or Economics, or other relevant degree required.
    MBA certification a plus.
    Must Have Experience in Adaptive or similar planning system.
    Ability to critically analyze financial information and communicate assumptions effectively.

    Ability to extract, organize and analyze large datasets and distill into executive level summariesAbility to understands trends, drive specific analyses, and develop actionable insights from themAbility to identify problems and discrepancies, independently perform research and analysis of causes, and recommend corrective actionsSuperior Microsoft Office Suite proficiency, including an advanced knowledge of Excel and ability to create PowerPoint presentations.

    Experience in Power BI or similar visualization tool a plus.
    Experience in Workday Financials or ERP system a plus.
    Demonstrated experience with written and oral communication skills and ability to work with cross functional teams.
    Effective project management skills.
    Strong financial, analytical, and quantitative skills, and ability prioritize and meet deadlines.

    #J-18808-Ljbffr
  • CFA Institute

    Financial Planning

    1 week ago

    CFA Institute West Columbia, United States

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 5001 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our cl ...

  • Edward Jones

    Director, Financial Planning

    2 weeks ago

    Edward Jones Columbia, United States

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 5001 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our cl ...

  • EDWARD JONES

    Director, Financial Planning

    1 week ago

    EDWARD JONES Columbia, United States

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our cli ...

  • DP Professionals

    Senior Financial Planning

    1 week ago

    DP Professionals West Columbia, United States

    DPP is seeking a Senior Financial Planning & Analysis Analyst for an opportunity with our client in the banking industry in Columbia, SC. · Work Arrangement · HybridW2 position; 12 months · Job description: · The Client Senior Financial Planning & Analysis Analyst is to provi ...

  • Nakilat

    Financial Planning

    3 weeks ago

    Nakilat California, United States

    Select how often (in days) to receive an alert: · Create Alert · PREFERENCE WILL BE GIVEN TO QATARI CANDIDATES · Support the continuous improvement initiatives to drive efficiency in financial processes by providing accurate & timely financial reports and analyzing annual budget ...

  • Goldencustomercare

    Financial Planning

    1 week ago

    Goldencustomercare California, United States

    Where A-Players Thrive. · We're an employee-owned, vertically-integrated builder of some of America's most popular health & wellness brands. With over 1,200 team members dedicated to improving the lives of people and their pets, we create best-in-class products that bring health ...

  • Sourceofasia

    Senior Financial Planning

    2 weeks ago

    Sourceofasia California, United States

    Way beyond a simple consulting firm, Source of Asia is an international business accelerator. In simple words, we enable our customers to explore, operate and grow business in Vietnam, across ASEAN, and further afield. We thrive on challenges, permanently motivated to learn and g ...

  • Wellington Management

    Director financial planning

    1 week ago

    Wellington Management California, United States

    About Us · Wellington Management · offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries ...

  • NumeriX

    Director Financial Planning

    6 days ago

    NumeriX California, United States

    Director Financial Planning & Analysis - NY · Job Category · : · Global Operations · Requisition Number · : · DIREC001443 · Apply now · Posted : May 3, 2024 · Full-Time · Hybrid · Locations · Showing 1 location · New York, NY, USA · Description · About the Role · As · Di ...

  • Sanmanuel Nsn

    Director, Financial Planning

    3 weeks ago

    Sanmanuel Nsn California, United States

    Director, Financial Planning & Analysis page is loaded · Director, Financial Planning & Analysis · Apply · locations · Highland, CA · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · R · The Director, Financial Planning and Analysis (FP&A) w ...

  • Edward Jones

    Director, Financial Planning

    2 weeks ago

    Edward Jones Jefferson City, United States

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, were proud to be privately-owned, placing the focus on our clie ...

  • CFA Institute

    Director, Financial Planning

    3 weeks ago

    CFA Institute Jefferson City, United States

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 5001 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our cl ...

  • Edward Jones

    Director, Financial Planning

    5 days ago

    Edward Jones Jefferson City, United States

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, were proud to be privately-owned, placing the focus on our clie ...

  • Prime Therapeutics

    Director Financial Planning

    5 days ago

    Prime Therapeutics Jefferson City, United States

    Our work matters. We help people get the medicine they need to feel better and live well. We do not lose sight of that. It fuels our passion and drives every decision we make. · Job Posting Title · Director Financial Planning & Analysis - Remote · Job Description · Purpose · ...

  • Dollarama

    Analyst, Financial Planning

    5 days ago

    Dollarama California, United States

    Press Tab to Move to Skip to Content Link · Select how often (in days) to receive an alert: · Create Alert · Select how often (in days) to receive an alert: · The analyst, FP&A will support the FP&A team on various budgets, forecasting and operations related analysis to support ...

  • Liz Portee - State Farm Agent

    Financial Representative

    2 weeks ago

    Liz Portee - State Farm Agent West Columbia, United States

    **ROLE DESCRIPTION**: · As a Financial Representative, you will assist the Financial Advisor to create long-term financial plans for Clients. · **RESPONSIBILITIES**: · - Schedule Financial Planning Appointments · - Prepare Client Balance Sheets to Calculate Net-worth · - Create C ...

  • Summit Advisory Group

    Financial Professional

    1 week ago

    Summit Advisory Group West Columbia, United States

    **OUR TEAM IS GROWING** · At Summit Advisory Group, we are looking for driven leaders, both new to the professional workforce (recent college graduates) and career changers with a track record of success, to join our growing team · Do you enjoy helping others while crunching numb ...

  • Fresenius Medical Care

    Registered Nurse

    1 week ago

    Fresenius Medical Care Boone, United States Full time

    POSITION FEATURES: · Sign On Bonus Available · RN—Clinical · About this role: As a Dialysis Clinic Registered Nurse (RN) with Fresenius Medical Care, you will be part of a close-knit, collaborative team responsible for delivering unique care plans and providing dialysis treatment ...

  • Lexington Medical Center

    Business Office Associate

    2 weeks ago

    Lexington Medical Center West Columbia, United States

    LFP - Ballentine · Full Time · Day Shift · M,T,F=6:50a-3:50p, W,TH=.5 day · Consistently named best hospital, Lexington Medical Center anchors an expansive health care network that includes nearly 600 physicians and advanced practice providers at nearly 80 locations across the Mi ...

  • Caminar

    Financial Planning and Analysis Analyst

    3 weeks ago

    Caminar California, United States

    Position Title: · Financial Planning and Analysis Analyst · Program/Dept: · Agency Administration/ Finance & Accounting · Reports to: · Financial Planning and Analysis Manager · Classification: · Regular, Full Time, Exempt · Salary Range: · Salary range starting at 77k + DOE ...