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

Senior Manager, Financial Planning & Analysis

We're looking for a strategic financial leader to join our team as Senior Manage...

Location

United States , Denver

Salary:

116976.00 - 146219.00 USD / Year

AbsenceSoft

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, Economics, or a related field
7–10 years of progressive finance experience, including at least 2 years in a leadership role
Strong background in FP&A, budgeting, forecasting, and financial modeling, with advanced Excel skills
Enthusiasm for a hybrid work environment, with approximately 3 days per week of in-office presence in our downtown Denver location
Excellent communication and presentation skills, with the ability to influence stakeholders at all levels
High attention to detail, strong business acumen, and demonstrated ability to manage multiple priorities under tight deadlines
Proficiency in financial systems such as Cube, Pigment, and NetSuite

Job Responsibility

Lead the development and execution of annual budgets, quarterly forecasts, and long-range financial plans
Manage, mentor, and develop the FP&A team, fostering alignment with organizational goals and professional growth
Provide financial insights and analysis to support executive and board-level decision-making, including direct reporting to the CFO
Partner with Sales and Marketing to forecast ARR, and collaborate with department leaders on performance insights and variance analysis
Develop and enhance financial models to evaluate business scenarios, strategic initiatives, investments, and partnerships
Drive process improvements and automation to increase efficiency in financial reporting, while supporting month-end and quarter-end close processes with Accounting
Participate in a highly compliant environment and assist in maintaining company security and compliance controls
Other duties as assigned

What we offer

Impact that matters
Flexibility and trust
Growth and development
Competitive rewards
Time for life
Belonging and balance
Comprehensive benefits
Performance-based bonus program
Equity opportunities
Flexible time off

Fulltime

Senior Manager, Financial Planning & Analysis (FP&A)

Why Valvoline Global Operations? At Valvoline Global Operations, we’re proud t...

Location

United States , Lexington

Salary:

Not provided

Valvoline

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, Business, Economics, or related field required
10+ years of progressive experience in FP&A, corporate finance, or related roles
Significant experience leading enterprise planning processes (AOP, LRP, forecasting)
Demonstrated success influencing senior leadership and driving enterprise-level decisions
Proven people leadership experience with the ability to develop talent and lead through others
Deep expertise in financial planning, forecasting, and performance management at an enterprise level
Advanced financial modeling, scenario planning, and analytical capabilities
Strong business acumen with an understanding of operational and commercial drivers
Expertise in financial systems, ERP platforms, and planning tools (SAP, S4, BPC, Power BI, etc.)
Exceptional executive communication and storytelling skills

Job Responsibility

Own and lead the design, execution, and continuous evolution of enterprise-wide AOP, LRP, and rolling forecast processes
Establish planning frameworks, assumptions, and governance that align financial outcomes with corporate strategy
Drive enterprise-wide alignment across functions, ensuring consistency in financial targets, methodologies, and execution
Provide forward-looking insights that shape strategic priorities, resource allocation, and financial commitments
Serve as the central point of accountability for planning process integrity, timelines, and deliverable quality
Lead enterprise-level financial performance management, delivering clear, actionable insights to executive leadership
Oversee development of executive and Board-level reporting materials, including performance narratives, risk assessments, and forward outlooks
Translate complex financial results into concise, decision-oriented recommendations for senior stakeholders
Proactively identify enterprise risks and opportunities, influencing mitigation strategies and business actions
Drive enhanced visibility into key performance drivers, including revenue, margin, SG&A, cash flow, and capital deployment

What we offer

Health insurance plans (medical, dental, vision)
Health Savings Account (with an employer-base deposit and match)
Flexible spending accounts
Competitive 401(k) with generous employer base deposit and match
Incentive opportunity*
Life insurance
Short- and long-term disability insurance
Paid vacation and holidays*
Employee Assistance Program
Employee discounts

Fulltime

Manager, Financial Planning & Analysis

As a Manager in Enterprise Services & Staff Finance, you will be a part of the t...

Location

United States , McLean, Virginia; Richmond, Virginia

Salary:

151900.00 - 173400.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

Bachelor's Degree or military experience
At least 5 years experience in financial analysis, financial modeling, or a combination
At least 1 year of experience managing a Financial Planning & Analysis (FP&A) function

Job Responsibility

Partner with leadership and business teams to assess the financial implications of ongoing efforts and investments across the organization
Develop materials that clearly articulate business results in support of partner objectives and long-term strategic planning
Proactively identify and address potential financial issues and opportunities while maintaining strong stakeholder relationships
Conduct accurate budgeting, forecasting, financial management reporting, and variance analysis of operating expenses
Build story-driven presentations with data-driven insights, and deliver to senior audiences
Engage with business partners to analyze and manage cost drivers and to prioritize resources
Independently coordinate workstreams and deliverables under either open-ended or tight timelines, including ad-hoc and special projects
Identify and enable continuous improvements across the team to drive efficiencies
Indirectly manage and develop associates

What we offer

Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
Comprehensive, competitive, and inclusive set of health, financial and other benefits

Fulltime

Senior Manager, Financial Planning & Analysis (FP&A)

Proven to Perform. From the edges of space to the bottoms of ocean, our material...

Location

United States , Cudahy

Salary:

Not provided

ATI

Expiration Date

Until further notice

Requirements

Bachelor's degree in accounting or finance is required
Minimum 6 years of relevant experience in finance, FP&A, or accounting in an industrial manufacturing or services environment with 2+ years of managerial experience required
US GAAP experience
CPA is strongly preferred
Experience in a manufacturing environment with strong understanding of standard costing, cost drivers, and product cost visibility
Proven ability to generate, interpret, and communicate income statements, balance sheets, revenue forecasts, and cash flow statements
Highly skilled in managing multiple priorities within a fast-paced, results-oriented environment
Demonstrated ability to solve complex financial and operational problems through data-driven analysis and structured thinking
Advanced proficiency in financial modeling, forecasting methodologies, and analytical tools (Excel, BI/dashboard tools, etc.)
Strong business acumen with the ability to translate operational trends into financial impacts and actionable insights

Job Responsibility

Provide forward-looking financial insights and recommendations to the BU VP Finance, BU President, and senior operations leaders that shape strategy and drive performance
Partner with site and functional leaders to translate operational trends into financial impacts and actionable plans
Lead the development of proactive business analyses that highlight risks, opportunities, and required course-corrections
Serve as the primary finance partner for strategic initiatives, productivity efforts, and investment decisions
Lead the annual operating plan, quarterly and monthly forecasts, and long-range financial planning for the BU
Build and maintain driver-based forecasting models that enhance accuracy and enable scenario planning for the BU
Deliver clear monthly performance analytics, including variance explanations, trend insights, and KPI reporting
Provide analysis of margin performance, price/volume/mix, operational cost drivers and productivity initiatives
Support capital planning and business cases by evaluating financial returns, sensitivity impacts, and alignment to strategic priorities
Enhance FP&A processes and tools to improve forecast accuracy, analytical depth, and reporting efficiency

What we offer

Competitive compensation
Performance-based incentives
Comprehensive benefits
Ongoing career development opportunities

Fulltime

Senior Manager, Financial Planning and Analysis

Location

United States , Raritan

Salary:

150000.00 - 170000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

7+ years of Financial Planning and Analysis with 2+ years of leadership

Job Responsibility

Lead the annual budget, forecast, and long‑range planning processes
Prepare and analyze monthly, quarterly, and annual financial reports and KPIs
Provide variance analysis and actionable insights to senior leadership
Partner with cross‑functional teams to support operational and strategic initiatives
Develop financial models to support business cases, investments, and initiatives
Improve FP&A processes, reporting, and systems for efficiency and accuracy
Manage and mentor FP&A staff, as applicable

What we offer

Medical, Dental & Vision Insurance
401(k) Retirement Plan
Paid Time Off (PTO)

Fulltime

Sr. Manager, Financial Planning & Analysis

Socure is seeking a highly motivated and detail-oriented Sr. Manager of FP&A. Th...

Location

United States

Salary:

150000.00 - 190000.00 USD / Year

Socure

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a similar quantitative discipline
7+ years of experience in Investment Banking, Private Equity, or FP&A at a high growth tech company
Ability to work 100% remotely
Extensive financial modeling experience
Exhibit a strong work ethic with a high sense of urgency and ability to deliver results within tight deadlines
Display a high level of curiosity and desire to understand the business at a deep level
Strong quantitative skills to interpret data, identify trends, and make data-driven recommendations

Job Responsibility

Financial Modeling and Forecasting: build, improve, and own the company's three-statement financial model. Responsible for the models’ core assumptions, quality, accuracy, and timeliness
Budgeting & Planning: lead the annual budgeting and quarterly forecasting process, collaborating with department heads to align financial goals with strategic priorities
Key Metric Reporting: monitor and communicate key performance indicators to executives across the company. Provide insights and recommendations to drive growth and efficiency while identifying risks & opportunities
Strategic Partnership: act as a strategic advisor to the business by providing ad-hoc data-driven analysis and action plans. Support the go-to-market team with cost and margin analysis to inform pricing decisions for new product launches and large enterprise contracts
Project Management and Automation: take a proactive approach to enhance processes across FP&A, accounting, people team, and business operations. Partner with business operations to automate analyses and forecasts in our BI tools to enable scalability and real-time reporting to business leaders

What we offer

Offers Equity
Offers Bonus

Fulltime

Senior Manager - Financial Planning & Analysis (FP&A)

We are seeking a highly experienced finance professional to lead the Financial P...

Location

India , Pune

Salary:

Not provided

Vodafone

Expiration Date

Until further notice

Requirements

CA / CMA / MBA Finance or equivalent qualification
10–12+ years of experience in FP&A, commercial finance, and shared services
Strong understanding of cost accounting, financial modelling, and ERP platforms (SAP preferred)
Proficiency in digital finance tools such as Power BI, Anaplan, and Tableau
Excellent stakeholder management and communication skills for senior leadership engagement
Exposure to transformation, automation, and continuous improvement programmes

Job Responsibility

Lead the full FP&A lifecycle, including Annual Operating Plan (AOP), quarterly forecasts, and long-range planning
Develop financial models for scenario planning, cost optimisation, and investment decisions
Analyse variances, trends, and performance drivers across service lines and geographies
Collaborate with Hub Leads and Tower Owners to align KPIs with financial outcomes
Design and implement internal pricing strategies and cost recovery models using Vodafone’s PQ framework
Conduct profitability analysis by market, service, and process to identify margin improvement opportunities
Ensure financial alignment with SLAs, KPIs, and internal chargeback mechanisms
Own and evolve the FTE cost model across VOIS locations
Analyse workforce mix and location strategy to optimise cost efficiency
Track and report on key workforce metrics such as utilisation and productivity ratios

What we offer

Opportunity to lead strategic finance initiatives in a global shared services environment
Exposure to cross-functional leadership and transformation programmes
Work with cutting-edge digital finance tools and automation projects
Be part of a collaborative, inclusive, and future-focused organisation

Financial Planning & Analysis Manager

We are looking for a Financial Planning & Analysis Manager to guide financial pl...

Location

United States , Chesapeake

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, or a related discipline
At least 5 years of experience in financial planning and analysis, including substantial exposure to enterprise-level FP&A environments
Background supporting retail, consumer-facing, or merchandising-driven businesses with an understanding of sales, margin, and inventory dynamics
Demonstrated ability to manage budgeting, forecasting, and profit and loss analysis with limited oversight
Advanced Excel and financial modeling capabilities, with experience building decision-support models
Proven success partnering with cross-functional teams such as Merchandising, Operations, Accounting, and Corporate Finance
Strong verbal and written communication skills, including experience presenting financial insights to senior leadership

Job Responsibility

Partner with merchandising leaders to evaluate pricing, product mix, promotions, and category strategies through a financial lens
Direct the annual planning cycle and ongoing forecasting process for merchandising-related areas, ensuring assumptions are current and aligned with business priorities
Build and refine financial models that link revenue, gross margin, inventory, and operating metrics to expected performance
Assess sales patterns, category results, and margin movement to identify trends, risks, and opportunities that influence decision-making
Maintain visibility into profit and loss performance, including revenue, cost of goods sold, and margin outcomes across key business areas
Work closely with accounting and controllership teams to support accurate reporting, accruals, and consistent financial treatment of margin-related items
Prepare variance analyses and translate financial results into practical actions for business and finance partners
Develop ad hoc analyses, investment cases, and scenario models to support strategic choices and leadership recommendations
Present concise, data-driven insights to senior leaders and influence cross-functional stakeholders through clear financial storytelling

What we offer

Medical insurance
Vision insurance
Dental insurance
Life insurance
Disability insurance
401(k) plan

Fulltime

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Investment & Financial Planning Manager

Job Description

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