Investment & Financial Planning Manager Job at Robert Half (Morristown)

Senior Manager, Financial Planning & Strategy - Sales & Pipeline

The Financial Planning & Strategy (FP&S) team at Checkr provides financial insig...

Location

United States , San Francisco

Salary:

192000.00 - 226000.00 USD / Year

Checkr

Expiration Date

Until further notice

Requirements

8+ years of progressive experience, including 4+ years covering sales and pipeline
foundational experience in investment banking, private equity, or management consulting preferred
experience with consumption-based business models
demonstrated success driving sales strategy, planning, and performance management
expert-level modeling ability, translating complex business drivers into clear frameworks
strong executive presence with proven ability to provide clarity and partner with stakeholders at all levels
experiences with Salesforce, BI tool (ie. Looker), and SQL
experience in identifying business insights through analysis
have a hustler mindset
thrive in an environment where you will be asked to own an ambiguous project that you have not done before

Job Responsibility

serve as the lead strategic finance partner to our VP of Sales and their leads
proactively create, drive, and partner on strategic initiatives that drive step-function growth of our business
drive a considerable portion of our long-range and annual planning processes, including driving the quota-setting process, AE capacity, and tops-down pipeline targets
build the strategic plan that positions us to accomplish our goals
own recurring reporting and forecasting that provide a fundamental understanding of our Sales & Pipeline drivers and actionable insight into opportunities to improve business performance
define and evolve KPIs that best measure our business performance
collaborate with our Data Analytics team to build predictive and automated analytics
develop investment frameworks and drive decisions to determine how we scale our Sales business
define how we measure ROI and sales productivity
team management with support of 1 dotted-line Sr. Analyst

What we offer

a fast-paced and collaborative environment
learning and development allowance
competitive cash and equity compensation and opportunity for advancement
100% medical, dental, and vision coverage
up to $25K reimbursement for fertility, adoption, and parental planning services
flexible PTO policy
monthly wellness stipend
home office stipend
in-office perks including lunch four times a week, a commuter stipend, and an abundance of snacks and beverages

Fulltime

Senior Manager, Corporate Financial Planning and Analysis

Location

Canada; United States

Salary:

148800.00 - 223200.00 USD / Year

Clio

Expiration Date

Until further notice

Requirements

7-10+ years of progressive experience in corporate FP&A, investment banking, private equity, or management consulting
Preference given to experience in private equity or investment banking
Preference given to proven track record of success in a high-growth SaaS environment, with an expert understanding of subscription revenue models, key SaaS metrics
Must be hands on, collaborative, detail-oriented, positive, highly organized, and able to multitask through a variety of periodically recurring activities as well as one-off projects
Ability to communicate clearly, timely, and effectively across all departments, particularly while collaborating with the Executive Team on a daily basis
Reliable and professional with strong accounting acumen, advanced financial modeling principles, broad knowledge of business operations, and ability to think outside the box
Experience handling sensitive financial information with a high level of discretion
respect for privacy and appropriate levels of access
Strong familiarity with Excel and its use in developing financial models
Growth mindset when it comes to process improvement and new technologies, especially AI

Job Responsibility

Responsible for investor relations (IR) including reporting, financial modeling, and communication
Provide market intelligence and benchmarking analysis for internal and external financial modeling purposes
Own the process, reporting and analytics for corporate capital projects
Lead all aspects of consolidated P&L reporting
Oversee the monthly close process, maintaining alignment with Accounting and FP&A business partners to ensure accurate company-wide financial statement reporting
Provide guidance and insight to deliver a cohesive, complete, and actionable financial narrative
Drive the monthly, quarterly, and annual planning cycles — bringing past experience to help scale our systems and tools, create more durable planning processes and timelines, and ensure continued accuracy and deeper analysis in each cycle
Oversee the preparation of analysis, commentary, and presentation materials for Board of Directors, and other Executive-level reviews
Execute and/or delegate recurring and ad-hoc analyses and special projects as requested by our CFO and Finance Leadership team
Lead and coach a team to continue to improve and expand their impact on the FP&A team

What we offer

Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, and Dublin) to be in office minimum 2 days per week on our Anchor Days
Flexible time off policy, with an encouraged 20 days off per year
EAP benefits for you and household members, including counseling and online resources
401k matching and Child Education Savings
Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

Fulltime

Financial Planning and Analysis Senior Analyst

The Financial Planning and Analysis Senior Analyst is an intermediate level posi...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience working with a variety of financial platforms
Proficient with Microsoft Office applications
Demonstrated presentation skills
Consistently demonstrates clear and concise written and verbal communication skills
Bachelor's degree/University degree or equivalent experience

Job Responsibility

Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis processes
Contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
Generate flash results/highlights for Board of Directors' reports and Executive Management reports
Develop/coordinate processes (e.g. the annual planning and periodic forecasting processes) and review results against plans monthly including business analysis functions performed by Business Unit Managers (BUMs)
Participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans and monthly estimate outlook process
Oversee the estimation of risk capital and incorporate results into management report metrics for decision processes
Analyze key management review presentations for individual Regions and Products
Execute time critical activities for client facing Financial Planning and Analysis teams
Contribute to the development of review material for internal leadership and external regulator reviews
Has the ability to operate with a limited level of direct supervision

Fulltime

Investments Product Manager

GCG business in the UAE has a robust wealth management proposition serving a wid...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Results oriented with proven track record
Excellent written and oral communication skills
Ability to explain financial and economic topics in easy to understand language
Strong client service orientation & focus and capacity to recognize and assess risks and opportunities
Strong analytical and influencing skills
Team player, collaborative and team oriented work
Expert competence level in MS Excel, MS PowerPoint, MS Word and preferably Bloomberg / Morningstar Direct
Strong creative and interpersonal skills coupled with an entrepreneurial spirit and selling skills
Self-starter with high work ethic and willingness to go the extra mile
High level analytical skills with in-depth knowledge on financial markets

Job Responsibility

Responsible for the local investment products offering, with special focus on Mutual Funds, Secured Lending, Structured Notes and Alternative Investments product proposition with the aim of enhancing their contribution to overall wealth management revenues as per country plan
Design & end-to-end implementation of investment campaigns & RM tacticals in order to increase investment penetration as well as increase investment active clients
Be responsible for Segment specific differentiation & investment product offers, to keep attractiveness of customer proposition intact and continuously present, in line with regional & global initiatives
Closely work with key stakeholders to timely resolve any issues and make tangible improvements on the client experience journey
Communicate to internal & external stakeholders consistently important KPI metrics such as Investor Profile, Investment Penetration and new Investment Accounts in order to increase awareness and focus on key qualitative and quantitative targets
Be responsible for the timely renewal of Product Programs, process manuals within the stated guidelines
Maintain ownership & excellent understanding of booking systems used in order to facilitate and enable system enhancements as per regional guidelines
Closely cooperate with the Investment Operations team to ensure seamless delivery of all aspects of process and controls, including documentation completeness
Efficiently support the front line sales team efforts by providing them timely responses on product related requests
Maintain Audit readiness at all times, achieve satisfactory internal and external audit ratings and provide relevant inputs into the periodic Manager’s Control Assessment reviews in order to mitigate operational risks in the product platform & respective processes

Fulltime

Financial Planning and Analysis Senior Analyst

The Financial Planning and Analysis Senior Analyst is an intermediate level posi...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience working with a variety of financial platforms
Proficient with Microsoft Office applications
Demonstrated presentation skills
Consistently demonstrates clear and concise written and verbal communication skills
Bachelor's degree/University degree or equivalent experience

Job Responsibility

Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis processes
Contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
Generate flash results/highlights for Board of Directors' reports and Executive Management reports
Develop/coordinate processes (e.g. the annual planning and periodic forecasting processes) and review results against plans monthly including business analysis functions performed by Business Unit Managers (BUMs)
Participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans and monthly estimate outlook process
Oversee the estimation of risk capital and incorporate results into management report metrics for decision processes
Analyze key management review presentations for individual Regions and Products
Execute time critical activities for client facing Financial Planning and Analysis teams
Contribute to the development of review material for internal leadership and external regulator reviews
Has the ability to operate with a limited level of direct supervision

Fulltime

Financial Planning and Analysis Senior Analyst

The Financial Planning and Analysis Senior Analyst is an intermediate level posi...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience working with a variety of financial platforms
Proficient with Microsoft Office applications
Demonstrated presentation skills
Consistently demonstrates clear and concise written and verbal communication skills
Bachelor's degree/University degree or equivalent experience

Job Responsibility

Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis processes
Contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
Generate flash results/highlights for Board of Directors' reports and Executive Management reports
Develop/coordinate processes (e.g. the annual planning and periodic forecasting processes) and review results against plans monthly including business analysis functions performed by Business Unit Managers (BUMs)
Participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans and monthly estimate outlook process
Oversee the estimation of risk capital and incorporate results into management report metrics for decision processes
Analyze key management review presentations for individual Regions and Products
Execute time critical activities for client facing Financial Planning and Analysis teams
Contribute to the development of review material for internal leadership and external regulator reviews

Fulltime

Financial Planning & Analysis Director

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, efficiencies and a culture of accountability
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

Financial Planning and Analysis Analyst

We are seeking a detail-oriented and analytical Financial Planning and Analysis ...

Location

United Kingdom , Weymouth

Salary:

50000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Relevant finance/treasury qualification or business degree, or equivalent experience
Experience in financial planning and analysis within complex group structures
Proficient in scenario and stress testing, with knowledge of operational triggers and mitigation strategies
Strong understanding of financial statements and accounting standards
able to present findings to senior stakeholders
Experience in cash flow analysis and forecasting
Advanced Excel skills and proficiency in Microsoft Office
Familiarity with financial planning and business intelligence tools
Excellent organisational and time management skills
Strong communication skills

Job Responsibility

Assist in preparing the Group's annual and quarterly financial plans under supervision
Input and translate financial data into the Group's financial planning software
Reconcile planning data with budgets and forecasts, ensuring accuracy and working with data providers to improve data quality
Conduct stress testing and scenario analysis on the business plan
report findings and develop new risk analysis methods
Reconcile FFR with statutory accounts and provide insights to management
Contribute to the business plan and analysis required for the annual S&P credit rating submission
Provide monthly peer benchmarking analysis related to credit ratings in the housing sector
Support monthly cash flow forecasting and reporting
help enhance forecasting processes

Fulltime

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Investment & Financial Planning Manager

Job Description

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