Financial Planning Specialist Job at Goodman Masson (London)

Financial Planning and Analysis Specialist

Blis is looking for a Financial Planning and Analyst Specialist based in Mumbai ...

Location

India , Mumbai

Salary:

Not provided

Blis

Expiration Date

Until further notice

Requirements

CA,CPA qualified with 4+ years of experience in financial analysis or related roles
Strong quantitative and analytical abilities, with the ability to interpret complex financial data and draw meaningful conclusions
Proficient in financial modeling, data analysis tools(Excel, Tableau), and familiarity with ERP and financial software
Excellent verbal and written communication skills to effectively convey financial insights and recommendations to non-financial stakeholders
Meticulous attention to detail, ensuring accuracy and reliability in financial analysis and reporting
Ability to work collaboratively in a team-oriented environment and adapt to evolving business needs
Proactive problem-solving skills, with the ability to think critically and propose innovative solutions

Job Responsibility

Collaborate with teams to provide essential commercial finance analysis
Produce weekly sales reports and a three-month revenue outlook, issuing them to senior management
Review and prepare global monthly analysis packs
Support the Senior FP&A Manager in producing monthly board packs
Work closely with the Commercial Finance Controller/Finance Business Partner to prepare ad hoc analysis
Assist in managing the CRM system to ensure all information is correct and up to date
Identify and research variances to forecast, budget, and prior year
Produce monthly ROI reports
Support the creation of monthly country packs containing financial and operational data specific to each country or region where the company operates

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

Tax-Free Retirement Financial Services Specialist

We need a Tax-Free Retirement Financial Services Specialist to help clients plan...

Location

Salary:

Not provided

Tenth Mountain

Expiration Date

Until further notice

Requirements

Life insurance license
Strong communication, organizational, and consultative selling skills
Interest in financial planning and retirement strategies
Ability to work independently and manage your schedule

Job Responsibility

Conduct virtual client meetings to understand retirement goals
Present and explain tax-free retirement options, including IUL products
Assist with applications, follow-ups, and policy delivery
Maintain contact with clients and provide periodic reviews
Stay current on insurance products, tax law impacts, and retirement planning trends

What we offer

100% commission-based income with bonuses
Remote position with flexible work hours
Training and professional development provided
Advancement opportunities for high performers
Warm leads—no cold prospecting

Fulltime

Corporate Planning Specialist

New Corporate Planning Specialist Opportunity (FP&A, IR, Corporate Finance) in J...

Location

Japan , Tokyo

Salary:

6000000.00 - 11000000.00 JPY / Year

Randstad

Expiration Date

February 19, 2027

Requirements

3 years Financial expeience
Support for Disclosure documents
Corporate planning, IR or Strategy experience
Coordination with related departments and guidance on financial matters

Job Responsibility

Support for Disclosure documents
Coordination with related departments and guidance on financial matters
Corporate planning, IR or Strategy experience

What we offer

Flex system - Core Hours 12 to 3 pm
Career progression
High pay and good benefits
Flat culture and open minded work environment
Stable company and great work life balance
Hybrid position (3 days from office)
Health insurance
Welfare pension insurance
Employment insurance

Fulltime

Financial Specialist

We are seeking a highly motivated professional with at least three years of demo...

Location

United States , San Diego

Salary:

80000.00 - 125000.00 USD / Year

Tecolote Research

Expiration Date

Until further notice

Requirements

At least three years of demonstrated experience in DoD Financial Management supporting federal government acquisition programs
Experience in space acquisition
Hands-on involvement in Commitment, Obligation, and Expenditure (C/O/E) reconciliation activities
Proficiency in Microsoft Office applications (Excel, Word, Access, PowerPoint)
Strong knowledge of DoD acquisition processes, regulations, and best practices related to developing, delivering, and sustaining defense systems
Proficiency in program development, budget analysis, schedule creation, and tracking technical and schedule changes
Thorough understanding of the Planning, Programming, Budgeting, and Execution (PPBE) process
Experience supporting financial resource execution in accordance with DoD policies and regulations
Hands-on experience using Microsoft tools and USSF/AF financial systems to provide financial support
Ability to obtain a DoD Secret clearance

Job Responsibility

Establish obligation and expenditure plans for active-year appropriations, monitor execution throughout the fiscal year, and provide analysis at the requirement, office, sub-project, project, or appropriation level
Apply knowledge of acquisition management regulations, policies, and procedures, including major system acquisition lifecycle resource planning, PMRs, and Acquisition Program Baseline development
Ensure accuracy and completeness of budget execution documentation
maintain financial records
interact with government stakeholders
prepare financial documents
support audits
and track, forecast, and report spending
Maintain accurate records of financial and programmatic changes across execution years and the Future Years Defense Program (FYDP)
Perform Unliquidated Obligations (ULO) management, contract reconciliation, and closeout activities

What we offer

Company Paid Major Medical Insurance for employees and family members
Dental Insurance for employees and family members
Vision Insurance for employees (employee-paid for family members)
Group Life Insurance
Accidental Death and Dismemberment Insurance
Travel Accident Insurance
Long-Term Disability
Voluntary Short-Term Disability
Supplemental Life Insurance
Flexible Spending Account (pre-tax deferrals for health care expenses)

Fulltime

Financial Operations Specialist

Barbaricum is currently seeking a proficient Financial Operations Specialist to ...

Location

United States , Fort Belvoir

Salary:

Not provided

Barbaricum

Expiration Date

Until further notice

Requirements

Active DoD Secret Clearance
Bachelor’s and 5+ years of relevant experience
Requires in-depth knowledge of business models across multiple Cloud Service Providers

Job Responsibility

Consult with customers and stakeholders to understand their objectives, goals, and challenges for cloud utilization
Develop strategy that includes cloud solutions, services, and product offerings to achieve cloud utilization objectives
Create effective business and technical cloud strategies that drive growth and execution
Analyzes and forecasts cloud costs to help the government plan and budget their IT expenses
Monitors cloud resource usage, identifies unused or underutilized resources, and suggests improvements for cost efficiency
Collaborates with different teams, including developers and management, to optimize cloud infrastructure and reduce costs
Monitors and analyzes cloud-related expenses to spot trends, identify savings opportunities, and forecast future spend
Collaborates with various teams, such as IT, finance, and operations, to understand their cloud usage and how it impacts the overall budget

Credit Product Strategy & Plan Specialist

The CPSO team manages credit monitoring, portfolio management, collateral manage...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Demonstratable financial services experience, including 6-9 years in Banking or FI Industry
Deep knowledge of Wholesale Credit Processes and Policies spanning the Credit Risk Value Chain
Sound and thorough knowledge of Citi's systems
Significant experience in preparing presentations for seniors
Outstanding awareness and adherence to the control environment

Job Responsibility

Effective Issue Resolution & Risk Mitigation by providing testing support to resolve MRAs/CAPs (Corrective Action Plans) and SIIs (Self-Identified Issues)
Support Portfolio Manager and Assistant Portfolio Manager in Partnership and Continuous engagement with applicable regional and industry stakeholders for effective Issue resolution and Risk Mitigation
Implementation of best practices inline with established guidelines to drive operational consistency
Ensure on-time adoption and continued improvement of the Credit Risk Process Digitalization platforms
Ensure timely completion of projects within the CPSO book of work
Following established governance mechanisms/controls to prevent recurrence of issues
Identify scope to leverage new age tools to optimize processes
Ensure ongoing and timely feedback and coaching of Associates and Senior Analysts
Actively participate in Learning, Development and Training opportunities
Support CPSE VoE Engagement, Belonging (DEI), and Leadership scores

What we offer

Equal opportunity employer
Best-in-class global benefits
Learning and development opportunities

Fulltime

Financial Crimes Risk Specialist

The Financial Crimes Risk Specialist is responsible for supporting the ongoing i...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Experience in financial services, preferably in products, operations, and/or AML/sanctions investigations
Knowledge of the key Financial Crime regulations, risks, and typologies
Demonstrated ability and confidence to challenge business management and escalate issues
Experience in supporting the implementation of AML or sanctions programs
An understanding of the region and specific experience of Sanctions/ Sanctions operations is an advantage
Commercially minded, with good organizational and planning skills
Excellent verbal & written communication skills: ability to communicate clearly and concisely in all aspects of the job and with multiple audiences in mind
Ability to effectively manage competing priorities
Comfortable navigating complex, highly matrixed organizations
Excellent influencing and negotiation skills

Job Responsibility

Provide support to TTS Head of Financial Crimes Risk for Europe, UK, and MEA and lead various initiatives, for example related to Sanctions Screening, KYC, AML monitoring Anti-bribery and Corruption
Support Product teams to identify and assess Financial Crimes risk for new and enhanced products and innovative solutions
Build strong working relationships with 1st and 2nd line colleagues to ensure early engagement on new business initiatives to ensure timely support of commercial priorities and full adherence to global and regional risk management policies and procedures
Conduct reviews of Sanctions and AML processes and procedures across all product lines to ensure policy requirements are met, being fit for purpose and have been implemented consistently, with appropriate supporting documentation
Assess regulatory and business impact of proposed changes to Financial Crimes Risk policies/procedures/guidelines and work collaboratively with 2nd Line to ensure the business operates in line with regulatory requirements
Participate in various product related governance forums and be able to source information important for further assessment and management escalation
Support the TTS business in Financial Crimes related internal or external reviews, including managing exam preparation and deliverables
Produce and deliver communication plans to ensure timely and consistent awareness of changes in the Financial Crimes Risk policies/requirements by TTS Product and country teams
Coordinate and deliver targeted Financial Crimes Risk related training when necessary

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Financial Planning Specialist

Goodman Masson

Location:
United Kingdom , London

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 05, 2026

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