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Financial planner Jobs in Chattanooga, TN

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Financial planner • chattanooga tn

Last updated: 1 day ago

Financial Analyst II

Vincit GroupChattanooga, TN, United States
Full-time

It's fun to work in a company where people truly BELIEVE in what they're doing!.We're committed to bringing passion and customer focus to the business.This Senior Financial Analyst position prepare... Show more

Manager - Financial Reporting

Unum GroupChattanooga, TN, United States
Full-time

When you join the team at Unum, you become part of an organization committed to helping you thrive.Here, we work to provide the employee benefits and service solutions that enable employees at our ... Show more

Production and Materials Planner

RandstadChattanooga, TN, United States
Full-time

Are you an organized, forward-thinking logistics professional who thrives in a fast-paced manufacturing environment? We are seeking a talented professional to own the production scheduling and mate... Show more

Financial Consultant

WealthBridge Financial GroupEast Ridge, TN, US
Full-time
Quick Apply

WealthBridge Financial Group is seeking a dedicated and knowledgeable.In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their finan... Show more

Financial Advisor Senior

First HorizonChattanooga, TN, United States
Full-time

Job Category: Wealth Management.Location: On site at Chattanooga Main Office, 701 Market St, Chattanooga, TN 37402, USA.Summary: We are seeking outstanding Advisors to join our growing team.If you ... Show more

Remote Financial Analyst

Micro1East Ridge, Tennessee, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more

Senior Demand Planner

Cynet SystemsChattanooga, TN, United States
Full-time

Develop the 24 month operations (demand) forecast; including commentary for the gained and lost distribution, risk and opportunities, and candidates media impact Review historical sales trends, res... Show more

Brokerage Financial Consultant

TruistHixson, TN, United States
Full-time +2

Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospecti... Show more

Senior Financial Analyst

nVentChattanooga, TN, United States
$76,000.00 yearly
Full-time

We're looking for people who put their innovation to work to advance our success and their own.Join an organization that ensures a more secure world through connecting and protecting our customers... Show more

Financial Advisor

HHM CPAsChattanooga, TN, USA
Full-time
Quick Apply

Incumbent advisor is expected to utilize our financial planning process along with his/her knowledge of investment strategies, tax, securities, insurance, and retirement plans to assist clients in ... Show more

Project Planner (Estimator)

Barnhart Crane & RiggingChattanooga, Tennessee, United States
Full-time

Barnhart Energy Company, a sister company of Barnhart Crane and Rigging, is looking for a Project Planner (Estimator) to join the EPC Services solar team.Team, leading from the Front, creating... Show more

Financial Advisor

Northwestern MutualChattanooga, TN, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Remote Travel Planner (Flexible Schedule)

JourneyswithjanineChattanooga, Tennessee, United States
Remote
Part-time
Quick Apply

Do you enjoy travel and helping others plan memorable experiences?.We are looking for individuals interested in assisting clients with vacation planning, destination research, and travel coordinati... Show more

Site Financial Analyst

DPDHLChattanooga, Tennessee, 37419, United States of America
$55,000.00 yearly
Full-time

The Operational Business Analyst (Site Finance) role has a national salary range of $55,000 - $90,000.For roles within California the range is $70,304 - $90,000, Washington is $80,169 - $90,000, Ne... Show more

Financial Analyst I

KencoChattanooga, TN, United States
Full-time

At Kenco Logistics, you're more than just a team memberyou're part of a company that values innovation, integrity, and a strong commitment to its people.As one of the leading 3PL providers in the U... Show more

Remote Financial Analyst

Micro1Signal Mountain, Tennessee, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more

Site Financial Analyst

DHLChattanooga, TN, United States
$55,000.00 yearly
Full-time

Operational Business Analyst (Site Finance).The Operational Business Analyst (Site Finance) role has a national salary range of $55,000 - $90,000.For roles within California the range is $70,304 - ... Show more

Planner

Columbus McKinnon CorporationChattanooga, TN, United States
Full-time

Location: Chattanooga, TN, US, 37406 Requisition ID: 3132.This role is responsible for the daily management of the Master Production Schedule (MPS) as it relates to unplanned forecast demand, forec... Show more

Financial Consultant

Pinnacle BankChattanooga, TN, United States
Full-time

Pinnacle Financial Consultant Position.At Pinnacle, our goal is to create an atmosphere where people can become fully engaged, enjoy what they're doing and be successful.We work to ensure that ever... Show more

Remote Financial Analyst

Micro1Fort Oglethorpe, Georgia, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more

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Financial Analyst II

Financial Analyst II

Vincit GroupChattanooga, TN, United States
22 days ago
Job type
  • Full-time
Job description

Senior Financial Analyst

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

This Senior Financial Analyst position prepares and reviews monthly financial data, submitting analysis and findings to Senior Management across the organization. The position assists with the closing of the accounting records for multiple companies and is responsible for both making accounting entries and for investigating/correcting any accounting errors that may occur. The Senior Analyst will also assist in the preparation of Executive Management and Board reporting, tracking KPI's, and reporting on key business initiatives and drivers, along with other ad-hoc analysis to help support the operations teams. Exposure may include but not limited to buy-side M&A, including due diligence and deal mechanisms, buy-side integration and synergy capture reporting, annual audit process, tax reporting, and managing company segment, divisional, and regional financial reporting. This position requires cross-functional interactions with several departments within the company to aid in the completion of complex projects, evaluate and improve/implement new processes, and assist other members of the financial analyst team. The Senior Analyst may also be responsible for supervising other associates on the team.

EDUCATION Required: Bachelor's Degree in Accounting or Finance or equivalent combination of education, training, and experience.

Preferred: Master's Degree, CPA qualification or equivalent combination of education, training, and experience.

EXPERIENCE Required: 3-5 years accounting or finance experience.

POSITION REQUIREMENTS Required: Must have excellent organizational and analytical skills, keen attention to detail, strong Excel and interpersonal skills, be an effective communicator, work well under time constraints, and demonstrate a high degree of professionalism. Highly motivated self-starter who initiates and drives projects toward completion. Able to handle multiple, complex priorities and balance the needs of each according to business impact and priority. Ability to read and understanding financial statements and financial metrics. Experience working with accounting ERP systems.

Preferred: High degree of discretion dealing with confidential information. Ability to work independently and experience working in a team-oriented, collaborative environment. Experience in manufacturing industry highly preferred. Previous knowledge of data mining and performing SQL queries.

ESSENTIAL JOB FUNCTIONS

  • Prepare financial statements and analysis, such as contract profitability, product sales, customer or sales rep sales. This will include meeting with management to identify business information needs and determine appropriate sources of information to meet those needs.
  • Oversee the month end close process, including researching any complex accounting issues, advising accounting of any adjustments required, and assisting with internal process reviews/implementation of necessary changes.
  • Research complex inventory issues in the company's accounting system.
  • Provide guidance on resolutions to issues identified. Work cross-functionally with customer service, plant operations, and sales teams to improve the financial and operational processes within the organization.
  • Work in collaboration with entity and departmental managers and other staff to identify process improvement projects.
  • Completes special projects upon request, assist less experienced analysts, and other duties may be assigned.

VIN123

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!