Planning Analyst Job at Robert Half (Cincinnati)

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

Acquisition Management and Planning Analyst

The Acquisition Management and Planning Analyst performs a variety of acquisitio...

Location

United States , El Segundo

Salary:

80000.00 - 120000.00 USD / Year

Tecolote Research

Expiration Date

Until further notice

Requirements

At least nine (9) equivalent years of experience performing Acquisition Management and Planning activities in the government (military and/or civil servant), federally funded research and development center, or profit / non-profit government support / development Contractor arena
Five (5) years shall include duties/assignments specifically in support of space programs
Knowledge of various quantitative techniques used to analyze data, develop models, interpret results and brief senior level DoW leadership
Must be able to work independently, as well as with at team, on time-sensitive high visibility tasks
Knowledge of DoW budgetary principles and procedures
Excellent written and verbal communication skills
Strong analytical skills and problem-solving abilities
Demonstrated knowledge of acquisition management regulations, practices, policies, and procedures associated with Major Defense Acquisition Programs
Active TS/SCI Clearance is required
US citizenship (required)

Job Responsibility

Perform market research and provide acquisition strategy recommendations
Advise and assist in organizing and establishing Integrated Product Teams
Analyze progress against program plan and schedule
Evaluate program plan for compliance with applicable DoW and Space Force policies and guidance
Draft and prepare written communication materials to include
program acquisition point papers, briefings, articles, media releases, communication plans, and responses to requests for information

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 Planning Analyst

A wealth management / financial planning firm in the Albany area is seeking a Fi...

Location

United States , Albany

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

BA in business or related field
minimum of 3+ years of experience in public accounting or financial planning field

Job Responsibility

preparing reports, projections and recommendations for financial planning
retirement planning
taxes
estate flowcharts
some investment management duties
working directly with clients
various other duties typical of a financial planner

What we offer

medical
vision
dental
life and disability insurance
eligibility to enroll in company 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

Capacity Planning Analyst

As the Capacity Planning Analyst, you will be the analytical engine driving our ...

Location

United Kingdom , Cardiff

Salary:

Not provided

Capital on Tap

Expiration Date

Until further notice

Requirements

Proven experience in Capacity Planning and long-term forecasting within a fast-paced, multi-channel Contact Centre or Financial Services operational environment
Strong understanding of WFM principles, shrinkage calculation, and resource modelling across diverse queues and skill sets
Expert proficiency in using advanced statistical and analytical methods for demand forecasting
Advanced skills in data manipulation and modelling, coupled with experience using BI tools or WFM software
Exceptional analytical skills with a meticulous attention to detail and a passion for data accuracy
Demonstrated ability to communicate complex, technical forecasts and capacity risks clearly and concisely

Job Responsibility

Develop, own and maintain highly accurate long-term demand forecasts (3-12 months) for multiple Customer Operations teams
Identify, analyse, and integrate key business drivers such as seasonality, marketing campaigns, product launches, and regulatory changes into complex forecasting models to increase prediction accuracy
Conduct robust scenario planning and 'what if' analyses to model the impact of various strategic decisions (e.g., hiring timelines, technology adoption, cross-skilling initiatives) on future capacity requirements
Translate demand forecasts into tangible capacity plans, outlining required full-time equivalent (FTE) staffing levels, necessary skill profiles, and adherence requirements
Proactively identify and communicate potential capacity shortfalls or surpluses, providing clear, data backed recommendations to the Service Delivery Manager and leadership teams to mitigate risks
Create and maintain compelling dashboards and reports to provide transparency into planning assumptions, forecast accuracy, and future resource needs
Work collaboratively with Real-Time Analysts to ensure the operational reality aligns with planning assumptions and to provide a feedback loop on forecast accuracy and intraday trends

What we offer

Private Healthcare including dental and opticians services through Vitality
Worldwide travel insurance through Vitality
Anniversary Rewards (£250, £500, £750, 4-week fully paid sabbatical)
Salary Sacrifice Pension Scheme up to 7% match
Octopus EV Salary Sacrifice Scheme
28 days holiday (plus bank holidays)
Annual Learning and Wellbeing Budget
Enhanced Parental Leave
Cycle to Work Scheme
Season Ticket Loan

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

Strategy and Planning Analyst

We are seeking a driven and detail-oriented Strategy and Planning Analyst to joi...

Location

United States , Nashville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

1–3 years of professional experience preferred, ideally in strategic planning, corporate affairs, data analysis, or a similar field
Bachelor's Degree in a relevant field required
Master’s Degree preferred
Strong verbal and written skills essential
capable of tailoring messages for various stakeholders
Ability to build consensus and inspire collaboration
Proven experience managing large datasets and presenting findings effectively
proficiency with Microsoft Office Suite, particularly Excel and PowerPoint
Skilled in proactive decision-making and overcoming challenges with creative solutions
Strong interpersonal skills for working with diverse teams and perspectives

Job Responsibility

Maintain and update hospital board and market advisory council membership databases across over 150 facilities
Collaborate with survey partners to organize, analyze, and present engagement survey results
Curate best practices from divisions related to board and council engagement activities
Provide actionable insights through trend analysis and executive-level presentations
Partner with leadership on the design and execution of strategic initiatives aligned with organizational goals
Build and nurture relationships with internal and external stakeholders
Collaborate across divisions to align business priorities with project goals
Prepare tailored deliverables for executives highlighting key data and results
Manage the business-as-usual functions of initiatives, including financial operations, toolkit updates, and vendor relationship management
Develop frameworks, tools, resources, and measurements to implement and track initiatives effectively

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 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

Planning Analyst

Robert Half

Location:
United States , Cincinnati

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 25, 2025

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Location:United States , Cincinnati

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Job Description:

Job Responsibility:

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Nice to have:

Additional Information:

Job Posted:March 25, 2025

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Job Posted:
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