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) Consultant

    Location: 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 benchmarks
    • Improve 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 processes
    • Analysis 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 summaries
    • Ability to understands trends, drive specific analyses, and develop actionable insights from them
    • Ability to identify problems and discrepancies, independently perform research and analysis of causes, and recommend corrective actions
    • Superior 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.
  • CFA Institute

    Financial Planning

    2 weeks 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 ...

  • beBee Handyman

    Financial advisor for general financial planning, estate planning

    2 weeks ago

    beBee Handyman Mine La Motte, MO, United States Freelance

    I am in need of a Financial Advisor with the following characteristics in Mine La Motte, MO:How do you feel about managing and organizing your finances? · I am not comfortable with my finances · What stage are you at in your professional career? · Senior level / management · What ...

  • AgFirst

    Sr Financial Planning

    2 weeks ago

    AgFirst West Columbia, United States

    Senior Financial Planning & Analysis Analyst (Hybrid in Columbia, SC) · The AgFirst Senior Financial Planning & Analysis Analyst is to provides financial planning and forecasting support for the financial management of the Bank and associations. This is the lead analyst for bank ...

  • Farm Credit

    Sr Financial Planning

    2 weeks ago

    Farm Credit West Columbia, United States

    Senior Financial Planning & Analysis Analyst (Hybrid in Columbia, SC) · The AgFirst Senior Financial Planning & Analysis Analyst is to provides financial planning and forecasting support for the financial management of the Bank and associations. This is the lead analyst for bank ...

  • DP Professionals

    Senior Financial Planning

    2 weeks 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 · Hybrid · W2 position; 12 months · Job description: · The Client Senior Financial Planning & Analysis Analyst is to pr ...

  • 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:Hybrid · W2 position; 12 months · Job description:The Client Senior Financial Planning & Analysis Analyst is to provides fi ...

  • Edward Jones

    Director, Financial Planning

    2 weeks ago

    Edward Jones 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 ...

  • Prime Therapeutics

    Director Financial Planning

    3 days ago

    Prime Therapeutics West Columbia, United States

    Prime Therapeutics · Director Financial Planning & Analysis - Remote · Columbia , · South Carolina · Apply Now · 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 deci ...

  • beBee Handyman

    Financial advisor for general financial planning

    2 weeks ago

    beBee Handyman Darlington, MO, United States Freelance

    I am in need of a Financial Advisor with the following characteristics in Darlington, MO:How do you feel about managing and organizing your finances? · My finances have become overwhelming and I need guidance. · What stage are you at in your professional career? · Mid-level. · Wh ...

  • Greystar

    Manager, Financial Planning Systems

    1 week ago

    Greystar North Carolina, United States Full time

    The Manager of Financial Planning Systems is responsible for overseeing the financial planning and analysis (FP&A) systems within the organization. This role involves managing the implementation, maintenance, and optimization of financial systems to support the company's strategi ...

  • Carter Mackenzie International

    Director of Financial Planning and Analysis

    11 minutes ago

    Carter Mackenzie International West Columbia, United States

    Reporting to the head of finance, the director of financial planning & analysis is a proven financial and organizational leader, designing and executing our client's management reporting and financial planning processes through rich and thorough analysis and identification / meas ...

  • National Geographic

    Director, Financial Planning

    3 weeks ago

    National Geographic Washington, United States

    How Youll Contribute. The Director of Financial Planning and Analysis (FP&A) acts as the lead business partner for assigned Divisions within National Geographic Society. Reporting directly to the Vice President of FP&A and partnering with stakehold Financial Planning, Director, F ...

  • National Geographic Society

    Director, Financial Planning

    6 days ago

    National Geographic Society Washington, United States

    How You'll Contribute · The Director of Financial Planning and Analysis (FP&A) acts as the lead business partner for assigned Divisions within National Geographic Society. Reporting directly to the Vice President of FP&A and partnering with stakeholders across the organization, ...

  • City First Bank

    Senior Financial Planning

    2 weeks ago

    City First Bank Washington, United States

    · WHO WE ARE · City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development. Our lending activities are pur ...

  • Money Fit by DRS

    Junior Financial Planning

    2 weeks ago

    Money Fit by DRS Washington, United States

    Tharseo IT is a veteran led, minority owned, Oracle partner focused on providing the government and higher education communities exceptional ERP migration and modernization services to OCI. Our vision is to be a leader in Oracle Cloud technology solutions and services, delivering ...

  • Airtower Networks

    Director, Financial Planning

    2 weeks ago

    Airtower Networks Washington, United States

    Director, Financial Planning & Analysis · Airtower Networks, named one of America's Fastest-Growing Companies by Inc. Magazine, delivers managed wireless services for smart buildings and mobile connectivity for the commercial real estate, enterprise, healthcare, and government s ...

  • Airtower Networks

    Director, Financial Planning

    1 week ago

    Airtower Networks Washington, United States

    Director, Financial Planning & Analysis · Airtower Networks, named one of America's Fastest-Growing Companies by Inc. Magazine, delivers managed wireless services for smart buildings and mobile connectivity for the commercial real estate, enterprise, healthcare, and government s ...

  • Holistic Industries

    Director of Financial Planning

    2 weeks ago

    Holistic Industries Washington, United States

    Director of Financial Planning & Analysis · The purpose of the Financial Planning & Analysis Directors role is to help drive profitable growth and strength into the future. This position is responsible for supporting financial planning, analysis and strategy of our multi-state c ...

  • Holistic Industries

    Manager of Financial Planning

    2 weeks ago

    Holistic Industries Washington, United States

    Manager of Financial Planning & Analysis · The purpose of the Financial Planning & Analysis Manager role is to help drive profitable growth and strength into the future. This position is responsible for supporting financial planning, analysis and strategy of our multi-state cann ...

  • Mindlance

    Financial Planning Analyst

    1 week ago

    Mindlance Washington, United States

    Job Responsibilities: · Execute the preparation of budget and financial reports utilizing data from multiple sources and in varying formats. · Analyze and summarize forecast, actuals and variances, as well as capacity allocations and utilization. · Prepare executive level and ana ...