Finance Planning Analyst Job at Coca-Cola HBC (Belgrade)

Financial Planning Analyst

We are offering an exciting opportunity for a Financial Planning Analyst in Hous...

Location

United States , Houston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, Economics, or related field
CFP Designation
Proficiency in financial planning and strategy
Knowledge of financial forecasting and diagnosis, corporate finance, and information analysis
Proficient in spreadsheets, databases, and financial software applications
Strong analytical skills to assess data, facts, and figures used to develop strategies
Exceptional communication skills to effectively convey financial information to non-financial colleagues
Ability to work independently and collaborate effectively as part of a team

Job Responsibility

Conduct in-depth assessments of clients’ financial situations, including income, expenses, investments, and liabilities
Analyze clients' financial goals, risk tolerance, and retirement needs
Prepare personalized financial plans based on clients' short- and long-term goals
Advise clients on retirement planning, including 401(k), IRA, pension plans, and other retirement savings accounts
Help clients determine how much they need to save for retirement and create a strategy to meet those targets
Plan for retirement income strategies and minimizing tax liabilities in retirement
Collaborate with tax professionals and attorneys to assist clients in tax planning and minimizing tax liabilities
Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of trusts, wills, and life insurance
Provide guidance on charitable giving strategies to support clients’ philanthropic goals
Assess clients' insurance needs and recommend policies for life, health, disability, and long-term care insurance

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Junior Planning & Control Analyst

The Candidate will join the Planning & Control Department and will collaborate c...

Location

Italy , Milan

Salary:

Not provided

Aegis FSI

Expiration Date

Until further notice

Requirements

Bachelor or Master’s degree in Business Administration
basic accounting and financial knowledge
excellent knowledge of the Office package (especially Excel)
fluent in English, knowledge of French appreciated
teamworking approach

Job Responsibility

Support financial planning processes, Forecast, Budget, and 5-Year Strategic Plan
monitor actual performance and prepare monthly reports
prepare documentation required for the appraisal campaign

Fulltime

Business Planning Analyst I

Defines, manages, and evaluates business plans to ensure they are operationally ...

Location

United States , Spring

Salary:

49500.00 - 104900.00 USD / Year

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

Typically 0-2 years experience in strategy, planning, operations, finance, or related functional area
First level university degree
Basic knowledge of research methodology
Demonstrated analytical thinking, technical analysis, and data manipulation skills
Ability to learn and draw on new analytical techniques
Demonstrated knowledge of Excel, Access, statistical analysis, and financial modeling
Developing business acumen and technical knowledge within area of responsibility
Strong verbal and written communication skills
Basic understanding of project management methodology

Job Responsibility

Supports data and business analyses to develop business plans
Supports the development of statistical and financial models for forecasting and reporting
Measures business performance and compares actual data to forecasted values
Executes market research projects and gathers intelligence on current industry, technology, and consumer trends
Works with cross-functional teams to support the data collection process
Supports the execution of priority projects with direction

What we offer

Health & Wellbeing
Personal & Professional Development
Unconditional Inclusion

Fulltime

Finance Solutions Analyst 2 (UAT Analyst)

The Fin Solutions Analyst 2 is a developing professional role. Applies specialty...

Location

Philippines , Taguig

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2 years and above experience in User Acceptance Testing or Finance Solutions
Risk and Control experience including MCA is desirable
Proficient knowledge of how the team interacts with others in accomplishing the goals of the area
Has working knowledge of industry practices and standards
Amenable to work on mid-shift schedule
Bachelors degree graduate

Job Responsibility

Perform UAT Testing, Including creating Test plan, Test Scripts, Data processing, Data review, preparing results and collecting signoffs
Document all Testing activities in Jira following the procedures and policies to minimize risk
Support and guide requestors for their change request in alignment to Citi broader initiatives
Assists in setting business and information architecture standards for Finance
Plays a part in settling and operating necessary forums and frameworks to establish and govern policies and starts for global Finance processes
Participates in assessing and incorporating changing business, regulatory and market information needs into finance processes and applications
Manages implementation of procedures and development of analyses and report
Integrates established disciplinary knowledge within own specialty area with basic knowledge of related industry practices
Delivering of routine and defined outputs
Escalates problems or issues relating to transactions, processes, reports or, procedures

What we offer

Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
We empower our employees to manage their financial well-being and help them plan for the future
Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses

Fulltime

Planning Analyst

We are currently seeking a Planning Analyst to join our team. This role is based...

Location

United States , Cincinnati

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2 years’ experience in a financial planning role
Series 7 and 66 licenses
The ability to work under pressure and manage complex situations and deadlines while maintaining a high attention to detail
Strong analytical, organizational, and project management skills
Excellent communication skills and the ability to collaborate well on a team
Good command of Microsoft Office and comfort learning and using complex planning software
Bachelor's degree, or equivalent, with a Finance or Planning focus a plus
CFP designation a plus

Job Responsibility

Engaging with clients and prospects to help them understand and articulate their financial goals with respect to retirement, education, wealth preservation, and other
Developing coherent and realistic financial plans that address the interrelated concerns – risk tolerance, growth requirements, time frames, investment instruments and structure, tax sensitivity, legal/regulatory considerations, etc. – involved in complex planning situations
Quantifying and modeling financial goals to clarify and illuminate decision points for advisor use and presentation to clients
Collect and input data into a range of planning software. Create reports, spreadsheets, etc. based on that data for presentation to clients
Proactive collaboration with team members to maintain a positive, productive team environment

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Business Planning Analyst

Aruba is redefining the “IT EDGE”. Creating new customer experiences by building...

Location

Canada , St. Laurent

Salary:

49400.00 - 82600.00 CAD / Year

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

Typically 0-2 years experience in strategy, planning, operations, finance, or related functional area
First level university degree
Basic knowledge of research methodology
Demonstrated analytical thinking, technical analysis, and data manipulation skills
Ability to learn and draw on new analytical techniques
Demonstrated knowledge of Excel, Access, statistical analysis, and financial modeling
Developing business acumen and technical knowledge within area of responsibility
Basic understanding of project management methodology

Job Responsibility

Supports data and business analyses to develop business plans
Supports the development of statistical and financial models for forecasting and reporting
Measures business performance and compares actual data to forecasted values
Executes market research projects and gathers intelligence on current industry, technology, and consumer trends
Works with cross-functional teams to support the data collection process
Supports the execution of priority projects with direction

What we offer

A competitive salary and extensive social benefits
Diverse and dynamic work environment
Work-life balance and support for career development
Health & Wellbeing
Personal & Professional Development
Unconditional Inclusion

Fulltime

Financial Planning & Analysis Analyst II

This individual contributor is primarily responsible for supporting financial pl...

Location

United States , Greenwood Village

Salary:

63600.00 - 82280.00 USD / Year

Kaiser Permanente

Expiration Date

Until further notice

Requirements

Bachelors degree in finance, business, or related field OR Minimum three (3) years financial planning and/or data analysis experience, or directly related business experience
Two (2) years experience working with intermediate functions of spreadsheet software (e.g., Excel), including filtering data, creating pivot tables, and linking workbooks or spreadsheets
Two (2) years experience working with KP data sources or tools
Knowledge, Skills and Abilities: Ambiguity/Uncertainty Management
Attention to Detail
Business Knowledge
Communication
Critical Thinking
Cross-Group Collaboration
Decision Making

Job Responsibility

Supports financial planning, modeling, analysis, and forecasting
Assists in financial assessment
Prepares financial and other reports
Researches financial trends
Supports the evaluation of the business environment by assisting with financial assessment
Supports internal and external audits by assisting with preparation of audit schedules and review of audit results
Supports the creation of budgets and/or forecasts in accordance with business strategic initiatives
Supports others in advising region/business unit leaders on strategic fiscal matters
Supports financial modeling
Supports assessment of the business vision, objectives, and strategic initiatives

What we offer

Pay equity and transparency
Flexibility to work from home

Fulltime

Financial Planning & Analysis Lead Analyst

This role supports the development and implementation of strategic business init...

Location

Hungary , Budapest

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Relevant experience
Bachelor's/University degree
Master's degree preferred
Managerial experience

Job Responsibility

Partnering with senior management to deliver on financial objectives
Serving as primary point of contact for business management team for all Finance disciplines
Informing and understanding business priorities to develop financial plans
Supporting performance based outcomes
Contributing to and executing on the strategic direction of team
Maintaining strong partnerships with business heads
Partnering effectively across internal and external stakeholders
Helping drive financial discipline and efficiencies
Developing multi-year financial plans
Providing regular financial performance updates to business heads

What we offer

Cafeteria Program
Home Office Allowance
Paid Parental Leave Program
Private Medical Care Program
Pension Plan Contribution
Group Life Insurance
Employee Assistance Program
Access to learning and development programs
Flexible work arrangements
Career progression opportunities

Fulltime

Finance Planning Analyst

Coca-Cola HBC

Location:
Serbia , Belgrade

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 13, 2026

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Job Description:

Job Responsibility:

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Location:
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Job Posted:
February 13, 2026