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Financial planning analyst • usa

Last updated: 2 days ago

Financial Planning Analyst

Lennox InternationalFort Lauderdale, FL, United States
$75,000.00–$85,000.00 yearly
Full-time

This role is on site in Fort Lauderdale, FL.Under general supervision, provides moderately complex accounting, financial reporting, planning and analysis of an organization's expenditures and initi... Show more

Financial Planning & Analyst

Vanguard PKGKansas City, MO, United States
Full-time

The FP&A Director serves as a strategic financial leader responsible for budgeting, forecasting, performance reporting, and business analytics.Working closely with executive leadership, operations,... Show more

Financial Planning Analyst

Search ServicesHouston, TX, US
Full-time
Quick Apply

Our Client is seeking a Financial (FP&A) Analyst who enjoys transforming complex financial and operational data into meaningful business insights.This role offers direct exposure to executive m... Show more

Financial Planning Analyst/Financial Planning Associate

Northwestern Mutual - Greater ChicagoVernon Hills, IL, US
Full-time

Financial Planning Analyst/Financial Planning Associate.Salary: Competitive, based on experience.Northwestern Mutual is a client-centric finance firm specializing in providing full-spectrum financi... Show more

Financial Planning Analyst

Infinx(Multiple States), US
Full-time
Quick Apply

At Infinx, we're a fast-growing company focused on delivering innovative technology solutions to meet our clients' needs.We partner with healthcare providers to leverage automation and intelligence... Show more

Financial Planning Analyst

Careers Integrated Resources IncJacksonville, FL, United States
Full-time

A Few Words About Us Integrated Resources, Inc is a premier staffing firm recognized as one of the tri-states most well-respected professional specialty firms.IRI has built its reputation on excell... Show more

Financial Planning Analyst

Willis Johnson WealthHouston, TX, US
$65,000.00–$80,000.00 yearly
Full-time
Quick Apply

We are currently pursuing a Financial Planning Analyst that can transition into an advisory role to become an Associate Wealth Manager within 24-36 months.The role of the Financial Planning Analyst... Show more

Financial Planning Analyst

California Pizza Kitchen (Corporate)Costa Mesa, CA, United States
$80,000.00–$90,000.00 yearly
Full-time

Financial Planning & Analysis Team Member.At California Pizza Kitchen, we bring the biggest and best parts of ourselves to work and to our communities, and are guided by our ROCK philosophy (Respec... Show more

Financial Planning Analyst

Alaska Air GroupSeattle, WA, United States
$66,000.00–$149,800.00 yearly
Full-time

Guided by our purpose, core values, and leadership principles, we are creating an airline people love.Our corporate teams set the strategies and operational plans to ensure the success of our compa... Show more

Financial Planning Analyst

Hotel Management and Consulting, IncOverland Park, KS, United States
$60,000.00–$70,000.00 yearly
Full-time

Hotel Management & Consulting is seeking a Financial Planning Analyst to join our team based out of our Overland Park, KS office.This role will focus on providing critical financial insights, analy... Show more

Financial Planning Analyst

RDO Equipment Co.Fargo, ND, United States
Full-time

The Financial Planning Analyst plays a key role in supporting business leaders with timely, actionable financial insights that drive informed decision-making.This position serves as a strategic par... Show more

Financial Planning Analyst

NorthPoint Search GroupAtlanta, GA, United States
Full-time

The Financial Planning Analyst is a pivotal contributor to the company's financial health and strategic decision-making processes.This role is responsible for conducting in-depth financial analysis... Show more

Financial Planning Analyst

PavagoUS
Remote
Full-time
Quick Apply

Budgeting/Forecasting Specialist.Our client is seeking a Budgeting/Forecasting Specialist to build financial models, manage planning cycles, and provide forward-looking insights that guide strategy... Show more

Financial Planning Analyst

Expand EnergySpring, TX, United States
Full-time

The position is responsible for supporting the company's financial planning, forecasting, budgeting, and strategic analysis activities.This role partners with business leaders to analyze financial ... Show more

Financial Planning Analyst

BechtelHouston, TX, US
Part-time

Relocation Authorized: National/International - Family.Telework Type: Part-Time Telework.Extraordinary teams building inspiring projects:.Since 1898, we have helped customers complete more than 25,... Show more

Financial Planning Analyst

Jambalaya GroupTucson, AZ, US
Full-time
Quick Apply

A well-established, multi-location private wealth management practice is seeking a Financial Planning Analyst to support Financial Advisors and Associate Financial Advisors throughout the financial... Show more

Financial Planning Analyst

Colonial Group IncSavannah, GA, United States
Full-time

Through our strategic infrastructure, logistics expertise, and a broad range of products and services, we create significant value for our customers while driving innovation and operational excelle... Show more

Financial Planning Analyst

Votaw Precision Technologies, LLCNew Orleans, LA, United States
Full-time

Financial Planning & Analysis Analyst.Vivace International provides engineering and manufacturing solutions for aerospace, space, and defense programs.The company specializes in spacecraft and laun... Show more

Financial Planning Analyst

JONAH ENERGY LLCHouston, TX, US
Full-time

POSITION SUMMARY The FP&A Analyst is responsible for supporting the company’s strategic goals and objectives within the Financial Planning & Analysis and Treasury group from our Houston offi... Show more

Financial Planning Analyst

Synovus FinancialAtlanta, GA, United States
Full-time

Works closely with Financial Advisors to understand client objectives and goals and to develop financial plans and client presentations.Prepares all materials including portfolio allocation, tax an... Show more

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Financial Planning Analyst

Financial Planning Analyst

Lennox InternationalFort Lauderdale, FL, United States
21 days ago
Salary
$75,000.00–$85,000.00 yearly
Job type
  • Full-time
Job description

Job Title

This role is on site in Fort Lauderdale, FL.

What Drives Success

Under general supervision, provides moderately complex accounting, financial reporting, planning and analysis of an organization's expenditures and initiatives.

Duties include, but are not limited to:

  • Performs quantitative analysis and insight of operational and financial data
  • Prepares financial reports for internal use at the company by collecting, analyzing, formatting, and presenting information
  • Builds budgets and forecasts of future company performance
  • Provides general financial analysis and support of the organization including statistical analysis and cost reduction opportunities
  • Develops and maintains effective relationships across functional teams to resolve financial reporting, forecasting and analysis issues
  • Maintains various systems / databases for budget analysis, allocations and forecasts
  • Resolve workflow inefficiencies through process optimization
  • Assists in other financial research projects and analyses of operational results

What We Are Looking For

  • Requires a bachelor's degree or an equivalent combination of education and experience.
  • Requires at least 5 years related experience
  • Strong organizational skills, attention to detail
  • Proficient with SQL, PowerPivot, Power Query Microsoft Office applications, and advanced Excel.
  • Knowledge of enterprise systems (e.g., Microsoft Great Plains, SAP, Hyperion).
  • Good interpersonal, written and verbal communication skills.

What We Offer

Compensation:

This is a salaried exempt role. The salary range for this role and market is between $75,000 - $85,000 annually. Factors that may affect the starting salary include geography/market and the individual's tenure, performance, skills, education, experience, and other qualifications of the successful candidate. Employees in this role are also eligible for bonus in accordance with the terms of the Company's applicable plan. Employees in this role are not eligible for overtime.

Benefits:

Subject to applicable eligibility requirements, the following benefits are offered for this role: tuition reimbursement; medical, dental, and vision insurance; prescription drug coverage; 401(k) retirement plan; short-term disability insurance; 8 weeks paid birthing leave; 2 weeks paid bonding leave; life and long-term disability insurance. Depending on date of hire, and subject to applicable eligibility requirements, new employees in this role also receive up to: 12 days paid time off, 2 paid well-being days, 1 paid volunteer day, 10 paid holidays, and 3 floating holidays per year.

Our Culture:

At Lennox, our Core Values of Integrity, Respect & Excellence are ingrained in the fabric of the organization. They define our culture which is about how we do business and how we treat others. Lennox is not just a workplace; we are a global community that values each team member's contributions. As an equal opportunity employer, we are committed to recruit, develop, and retain talented individuals from a wide range of backgrounds, ensuring that everyone has the opportunity to succeed and contribute to our continued growth and success. At Lennox, you'll take pride in our brands, knowing you are part of something special. Come, stay, and grow with us!

Disclaimers:

The compensation and benefits information is accurate as of the date of this posting. Lennox reserves the right to modify this information at any time, with or without notice, subject to applicable law.