Financial Planning Analyst Jobs

Financial planning analyst

社名非公開. 職種: 財務、会計、税務、経理. 業務内容: Managed monthly accounts and performance reports t...

Location

Japan , Tokyo

Salary:

8000000.00 - 12000000.00 JPY / Year

Randstad

Expiration Date

October 31, 2026

Requirements

Experienced in financial analysis and business planning
Skilled at multitasking in fast-paced environments
Strong communicator with relationship-building skills
Advanced in MS Excel and financial systems

Job Responsibility

Managed monthly accounts and performance reports to drive business results
Acted as Finance Business Partner, supporting managers with financial insights for cost and budget control
Consolidated and analyzed financial data aligned with company goals
Recommended cost-saving and performance-improving strategies
Compiled data into detailed reports on financial status and risks

What we offer

健康保険
厚生年金保険
雇用保険

Fulltime

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

Financial Planning Analyst

The role involves providing support to our client's advisory team, focusing on t...

Location

United States , Philadelphia

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Possession of a minimum of one year of experience in financial planning or related roles
Proficiency in creating and managing annual financial plans
Demonstrated ability in conducting financial reconciliation
Prior experience in the financial services sector
Certification or relevant experience as a Personal Financial Specialist
Exceptional analytical skills and attention to detail
Strong communication and presentation skills
Proficiency in using financial software and Microsoft Office Suite
Ability to work independently and as part of a team
Bachelor's degree in Finance, Accounting, or related field is preferred

Job Responsibility

Compile reports on portfolio performance on a regular basis
Monitor and update client asset allocations
Conduct due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds
Prepare and coordinate materials for client meetings
Compile quarterly tax projections
Handle account creation and maintenance
Manage money movement including wire transfers and journals
Maintain and update the database regularly
Conduct ad hoc project management
Assist in portfolio performance updates

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan.

Fulltime

Sr. Financial Planning & Analyst

We are offering an exciting opportunity to join our client as a Sr. Financial Pl...

Location

United States , Lincoln

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Accounting, Finance or Business
Minimum of 5 years experience in financial planning and analysis
Proven expertise in business systems
In-depth knowledge of data mining techniques
Experience with About Time software
Comprehensive understanding of accounting functions
Experience in auditing processes
Knowledge of budget processes
Proficient in capital management
Experience in budgeting and forecasting

Job Responsibility

Develop integrated revenue and expense analysis, projections, and reports
Ensure the accuracy of financial information recorded in monthly, quarterly, and annual reports
Analyze current and past financial data and conduct in-depth analysis
Prepare comprehensive reports and projections based on this analysis
Coordinate with other finance team members to review financial information and forecasts
Provide internal financial support to the business and assist in implementing strategies to meet business needs
Evaluate profit plans and provide recommendations for improvement
Identify trends in financial performance and suggest ways to improve
Use business systems and data mining techniques to consolidate system reporting
Support Finance and Accounting functions, including auditing, budgeting, and capital management

What we offer

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

Fulltime

New

Financial Planning and Analysis Analyst

We’re a leading Investor Services group offering end-to-end services in administ...

Location

Philippines , Pasig, Metro Manila

Salary:

Not provided

ACCA

Expiration Date

January 12, 2026

Requirements

Qualified Accountant (CPA, ACCA or Equivalent) with practice background preferred with strong accounting capability
Post qualification experience in industry would be advantageous
Strong excel skills, with financial modelling experience being essential
Experience with Power BI, Workday, Sharperlight (or equivalent reporting tool) and Netsuite will be of a distinct advantage
Capable of working to meet tight deadline deliverables, and able to be flexible to prioritise multiple tasks and deliverables at one time
Ability to summarise findings and conclusions in a succinct and professional manner, tailored to senior management and board level audience
Ability to work independently and as part of the wider team
Understanding of multi-currency, working in a global environment.

Job Responsibility

Financial data input / management Workday Adaptive Planning system to support monthly forecasting, budgeting cycle
Being the gatekeeper of quality data across all of our relevant systems, driving remedial and corrective actions where necessary
Support the analysis, review and articulation of each budget and forecast to the cluster finance lead and business owners
Analyse financial data and prepare reports comparing actual results against budgeted and forecasted results to identify variances and where appropriate providing added value and insightful commentary to director level audience
Support ad-hoc reporting, analysis, and modelling requests as part of the wider FP&A team
Support on various transformational finance projects (e.g., Finance systems migrations, Finance & Commercial system integrations, Company mergers/restructures, Development of reporting tools & processes, Support in the delivery of enhancements of core finance systems).

What we offer

Hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues
Learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers.

New

Financial Planning and Analysis Analyst

We’re a leading Investor Services group offering end-to-end services in administ...

Location

Philippines , Pasig, Metro Manila

Salary:

Not provided

ACCA

Expiration Date

January 12, 2026

Requirements

Qualified Accountant (CPA, ACCA or Equivalent) with practice background preferred with strong accounting capability
Post qualification experience in industry would be advantageous
Strong excel skills, with financial modelling experience being essential
Experience with Power BI, Workday, Sharperlight (or equivalent reporting tool) and Netsuite will be of a distinct advantage
Capable of working to meet tight deadline deliverables, and able to be flexible to prioritise multiple tasks and deliverables at one time
Ability to summarise findings and conclusions in a succinct and professional manner, tailored to senior management and board level audience
Ability to work independently and as part of the wider team
Understanding of multi-currency, working in a global environment.

Job Responsibility

Financial data input / management Workday Adaptive Planning system to support monthly forecasting, budgeting cycle
Be the gatekeeper of quality data across all of our relevant systems, driving remedial and corrective actions where necessary
Support the analysis, review and articulation of each budget and forecast to the cluster finance lead and business owners
Analyse financial data and prepare reports comparing actual results against budgeted and forecasted results to identify variances and where appropriate providing added value and insightful commentary to director level audience
Support ad-hoc reporting, analysis, and modelling requests as part of the wider FP&A team
Support on various transformational finance projects (Finance systems migrations
Finance & Commercial system integrations
Company mergers/restructures
Development of reporting tools & processes
Support in the delivery of enhancements of core finance systems).

What we offer

Mid-shift
Day 1 HMO
Hybrid working approach
Learning and development programmes and systems (including PowerU and MyCampus)
Inclusive, equitable and diverse culture

New

Financial Planning and Analysis Analyst

We’re a leading Investor Services group offering end-to-end services in administ...

Location

Philippines , Pasig, Metro Manila

Salary:

Not provided

ACCA

Expiration Date

January 12, 2026

Requirements

Qualified Accountant (CPA, ACCA or Equivalent) with practice background preferred with strong accounting capability
Post qualification experience in industry would be advantageous
Strong excel skills, with financial modelling experience being essential
Experience with Power BI, Workday, Sharperlight (or equivalent reporting tool) and Netsuite will be of a distinct advantage
Capable of working to meet tight deadline deliverables, and able to be flexible to prioritise multiple tasks and deliverables at one time
Ability to summarise findings and conclusions in a succinct and professional manner, tailored to senior management and board level audience
Ability to work independently and as part of the wider team
Understanding of multi-currency, working in a global environment.

Job Responsibility

Financial data input / management Workday Adaptive Planning system to support monthly forecasting, budgeting cycle
Be the gatekeeper of quality data across all of our relevant systems, driving remedial and corrective actions where necessary
Support the analysis, review and articulation of each budget and forecast to the cluster finance lead and business owners
Analyse financial data and prepare reports comparing actual results against budgeted and forecasted results to identify variances and where appropriate providing added value and insightful commentary to director level audience
Support ad-hoc reporting, analysis, and modelling requests as part of the wider FP&A team
Support on various transformational finance projects.

What we offer

Hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues
Learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers.

Analyst, Financial Planning and Analysis

The Analyst, FP&A will play an important part in the continued progress and grow...

Location

United States , Chicago

Salary:

43888.00 - 93574.00 USD / Year

CVS Health

Expiration Date

December 31, 2025

Requirements

2-5 years of experience preferred
Bachelor's degree required
Experience in a highly-analytical, fast-paced environment
Efficient in understanding P&L and Balance Sheet variances
Excellent problem-solving and analytical skill sets
Comfort with large data sets and ability to transform data into information and recommendations
Strong communication and presentation skills
Ability to explain financial data/information to a non-financial audience
Ability to take direction, push analyses/processes to the next step independently
Comfort in managing-up and working with senior leaders

Job Responsibility

Oversee the lifecycle of capital reporting and analysis of monthly results
Support of all relevant capital planning cycles (long-range planning, annual budgets, quarterly forecasts, etc.)
Ongoing business/investment decision support through pro-forma creation, ROI analysis, sensitivity analysis, valuation
Partner with operational leads to drive strategic decisions
Contribute to streamlining of financial systems
Handling ad hoc requests

What we offer

Paid vacation, sick time, and investment/retirement 401K match options
Health insurance, vision, and dental benefits
Opportunities for leadership development and continuing education stipends
New centers and flexible work environments
Opportunities for high levels of responsibility and rapid advancement
Wellness screenings, tobacco cessation and weight management programs
Confidential counseling and financial coaching
Flexible work schedules
Family leave
Dependent care resources

Fulltime

Financial Planning Analyst

Robert Half

Location:
United States, Albany

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 27, 2025

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