Jobs
>
Pittsburgh

    Manager, Financial Planning - Pittsburgh, United States - Wolfe

    Wolfe
    Wolfe Pittsburgh, United States

    1 week ago

    Default job background
    Description

    About Us:


    The Wolfe Companies, LLC, a leader in the Gift Card and FinTech sectors, is known for its prominent brands such as PerfectGift, Gift Card Granny, GiftYa, Reaf Marketing, and Give InKind.

    Our company excels in delivering exceptional value and customer experience in our industry.

    You'll find detailed information about our company culture, values, and the recognition we've earned in our industry atthe top page of our career site.


    Role Summary:
    We are growing and are hiring a very exciting position.

    Our Manager, Financial Planning & Analysis, primary responsibility is to work closely with a variety of functional leaders and department heads throughout the Company to analyze past financial performance to predict future performance and to advise the company on its financial strategy and advise on areas of improvement.

    The role will help manage the overall financial planning cycle, including operating and capital budgets, projections, plan to actual variance analysis, internal rate of return and discounted cash flow analysis, and business unit financial analysis.

    The role will also support SBU leaders by providing and analyzing financial, statistical, and demographic data to improve decision making.

    This position will support business units in a matrix organization.

    Responsibilities:
    Perform detailed, interpretative financial analysis utilizing complex modeling scenarios/activities
    Build and maintain planning and forecasting models; work in collaboration with business unit leaders to provide insightful analysis
    Enhance monthly performance review reporting provided to the senior management team, including SBU level reporting
    Conduct independent research and complex analytical projects involving modeling/forecasting to provide senior management with definitive financial trend data and advice for their use in setting and realizing profit objectives
    Assemble, compile, analyze information, and resolve errors/inconsistencies in data from financial reporting systems
    Formulate new analytical reports to improve information resources available to senior management
    Initiate improvements to reporting and forecasting capabilities in order to generate meaningful financial data to better serve senior management team and facilitate decision-making
    Provide leadership to senior management on establishing KPI and OKR for business units
    Develop strong partnerships with SBU leaders to gain an understanding of underlying business drivers and issues that may affect financial performance
    Make recommendations within context of job responsibilities; offer guidance on matters of significance
    Design and lead projects significant in scope and visibility
    Perform other ad hoc assignments as requested by management
    The position requires regular contact with both internal stakeholders and external personnel (vendor, agencies, consultants)

    Qualifications:


    To be successful in this role, you will need to have strong leadership and management skills, as well as a solid understanding of financial planning & analysis functions and how they support the organization.

    You should be able to develop and implement effective processes and procedures and be able to work collaboratively with stakeholders across the organization.

    Additionally, you should have excellent communication and interpersonal skills, and be able to effectively manage relationships with both internal and external stakeholders.

    Bachelor's degree in business administration, Finance, or Accounting is required
    Minimum of five (5) years of experience as a senior financial management professional
    Prior experience with Datarails is required.
    Advanced MS Excel and PowerPoint skill highly desired
    Strong technical aptitude and advanced financial modeling skills
    High level of competencies and understanding of profit and loss, balance sheet and cash flow management, general finance and budgeting
    Ability to work under pressure and with competing priorities
    Deadline oriented and results driven
    Experience working in larger, complex and diversified organizations is a plus.
    E-commerce, fintech, and/or other tech industry experience a plus.
    Comfort with technology and software solutions to manage large volumes of data and communication methods.
    Must possess qualities supporting the company values of drive, teamwork, caring and integrity.
    The ideal candidate will have an MBA or advanced degree; and knowledge of the financial services industry

    Compensation & Benefits:


    Wolfe is committed to providing its employees with a benefits package designed to give them the flexibility they need to ensure a healthy life/work balance.

    Wolfe offers its employees great benefits and perks, including, but not limited to:

    Restricted Stock Units (RSUs)
    Medical, Vision, and Dental insurance for employees and dependents
    15 days of PTO (vacation). 20 days after the 2-year anniversary. 25 days after the 5-year anniversary.
    12 Paid Holidays plus 2 Floating Holidays
    401(k)
    Tuition Reimbursement
    Employee recognition program
    Charitable Donation to a Charity of YOUR Choice yearly
    Family Picnic, Holiday Party, and other employee outings
    Brown bag sessions to keep you informed on the company/industry
    Internal Culture Club
    Competitive Compensation
    Wolfe is an Equal Opportunity Employer.
    Wolfe does not sponsor individuals for the purpose of obtaining H-1 Visas.

    #J-18808-Ljbffr
  • Peacefestival

    Financial Planning

    3 weeks ago

    Peacefestival Pittsburgh, United States

    Financial Planning & Analysis – Lead Analyst – Tech Sector · Opportunities for · Financial Planning & Analysis – Lead Analyst – Tech Sector · in · Pittsburgh, PA · Opportunities for · Financial Planning & Analysis – Lead Analyst – Tech Sector · in · Pittsburgh, PA · Keywor ...

  • Telos Gifting LLC

    Manager, Financial Planning

    3 weeks ago

    Telos Gifting LLC Pittsburgh, United States

    About Us: · The Wolfe Companies, LLC, a leader in the Gift Card and FinTech sectors, is known for its prominent brands such as PerfectGift, Gift Card Granny, GiftYa, Reaf Marketing, and Give InKind. Our company excels in delivering exceptional value and customer experience in our ...

  • Avantax

    Financial Planning Consultant

    1 week ago

    Avantax Pittsburgh, United States

    We love finance, software, and (believe it or not), taxes - that's why we love what we do At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable i ...

  • Wolfe

    Manager, Financial Planning

    3 weeks ago

    Wolfe Pittsburgh, United States

    About Us: · The Wolfe Companies, LLC, a leader in the Gift Card and FinTech sectors, is known for its prominent brands such as PerfectGift, Gift Card Granny, GiftYa, Reaf Marketing, and Give InKind. Our company excels in delivering exceptional value and customer experience in ou ...

  • The Judge Group

    Financial Planning Analyst

    2 hours ago

    The Judge Group Pittsburgh, United States

    We are seeking a Senior Associate to join our team and support the business management function for our organization. In this role, you will be responsible for day-to-day activities related to resource management, contract administration, invoice tracking, and financial analysis. ...

  • Avantax Wealth Management

    Financial Planning Consultant

    2 days ago

    Avantax Wealth Management Pittsburgh, United States

    We love finance, software, and (believe it or not), taxes - that's why we love what we do At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable i ...

  • United States Steel

    Corporate Financial Planning

    3 weeks ago

    United States Steel Pittsburgh, United States

    Job Description · U. S. Steel is committed to fostering an inclusive workplace culture and celebrate the diversity of our employees. Founded in 1901, United States Steel Corporation is a leading steel producer. With an unwavering focus on safety, the company's customer-centric B ...

  • Blucora

    Financial Planning Consultant

    3 weeks ago

    Blucora Pittsburgh, United States

    Financial Planning Consultant (Hybrid: Pittsburgh, PA) (Required: Series 7/66 or 63/65 combo) page is loaded · Financial Planning Consultant (Hybrid: Pittsburgh, PA) (Required: Series 7/66 or 63/65 combo) · Apply · locations · Pittsburgh, PA · time type · Full time · poste ...

  • United States Steel

    Corporate Financial Planning

    1 week ago

    United States Steel Pittsburgh, United States

    Job Description · U. S. Steel is committed to fostering an inclusive workplace culture and celebrate the diversity of our employees. · The Company: Founded in 1901, United States Steel Corporation is a leading steel producer. With an unwavering focus on safety, the company's cu ...

  • The Judge Group

    Financial Planning Manager

    4 weeks ago

    The Judge Group Pittsburgh, United States

    Our client is currently seeking a Financial Planning Manager for their manufacturing facility in the Akron, OH area.Responsibilities:*Ensure compliance of accounting and related support systems in accordance to local, state, Federal laws and company policy.*Ensure the proper inte ...

  • United States Steel

    Corporate Financial Planning

    1 week ago

    United States Steel Pittsburgh, United States

    Job Description · U. S. Steel is committed to fostering an inclusive workplace culture and celebrate the diversity of our employees. · Founded in 1901, United States Steel Corporation is a leading steel producer. With an unwavering focus on safety, the company's customer-centri ...

  • United States Steel

    Corporate Financial Planning

    3 weeks ago

    United States Steel Pittsburgh, United States

    Corporate Financial Planning & Analysis (FP&A) Manager · Job ID: · 88301 · Job Type: · Full Time · Category: · Finance · Educations: · Posted: · Location: · Pittsburgh, PA | United States · Job Views: · 4 · USD · Negotiable · Job Description: Job information · Job Descr ...

  • United States Steel

    Financial Planning and Analysis

    3 weeks ago

    United States Steel Pittsburgh, United States

    Job Description · U. S. Steel is committed to fostering an inclusive workplace culture and celebrate the diversity of our employees. United States Steel Corporation is looking for qualified interns to join our Financial Planning and Analysis (FP&A) team in Pittsburgh, PA. · Our ...

  • Blucora

    Financial Planning Consultant

    1 week ago

    Blucora Pittsburgh, United States

    Financial Planning Consultant (Hybrid: Pittsburgh, PA) (Required: Series 7/66 or 63/65 combo) page is loaded · Financial Planning Consultant (Hybrid: Pittsburgh, PA) (Required: Series 7/66 or 63/65 combo) · Apply · locations · Pittsburgh, PA · time type · Full time · poste ...

  • Guttman Energy, Inc.

    Manager of Financial Planning and Analysis

    3 weeks ago

    Guttman Energy, Inc. Pittsburgh, United States

    ABOUT THE COMPANY: · Summary · Guttman Holdings, Inc. is a 100% employee-owned energy Company and the parent organization of Guttman Energy, Guttman Renewables, and Source One Transportation. · Those three entities united to form Guttman Holdings on November 30, 2022, under an Em ...

  • PANTHERx Rare Pharmacy

    Senior Analyst, Financial Planning

    3 weeks ago

    PANTHERx Rare Pharmacy Pittsburgh, United States

    7,000 Diseases - 500 Treatments - 1 Rare Pharmacy · PANTHERx is the nation's largest rare disease pharmacy, and we put the patient experience at the top of everything that we do. · If you are looking for a career in the healthcare field that embraces authentic dedication to pat ...

  • Guttman Oil

    Manager of Financial Planning and Analysis

    2 weeks ago

    Guttman Oil Pittsburgh, United States

    ABOUT THE COMPANY: · Summary · Guttman Holdings, Inc. is a 100% employee-owned energy Company and the parent organization of Guttman Energy, Guttman Renewables, and Source One Transportation. · Those three entities united to form Guttman Holdings on November 30, 2022, under an ...

  • eNGINE

    Financial Planning and Analysis Specialist

    2 hours ago

    eNGINE Pittsburgh, United States

    eNGINE builds Technical Teams. We are a Solutions and Placement firm shaped by decades of interaction with technical professionals. Our inspiration is continuous learning and engagement with the markets we serve, the talent we represent, and the teams we build. Our Consulting Wor ...

  • Wolfe

    Sr. Director, Financial Planning

    3 weeks ago

    Wolfe Pittsburgh, United States

    About Us: · The Wolfe Companies, LLC, a leader in the Gift Card and FinTech sectors, is known for its prominent brands such as PerfectGift, Gift Card Granny, GiftYa, Reaf Marketing, and Give InKind. Our company excels in delivering exceptional value and customer experience in ou ...

  • Schneider Downs & Co.

    Senior Manager, Financial Planning

    1 week ago

    Schneider Downs & Co. Pittsburgh, United States

    As a trusted advisor in the professional services industry, you know what matters most to clients: Big thinking with a personal focus. You also know what matters most to your own success, including: career growth, work-life flexibility, leadership that cares about your ability to ...