Talent.com
Lead Financial Planning & Analysis Analyst

Lead Financial Planning & Analysis Analyst

Liberty Personnel Services, Inc.Charlotte, NC, United States
4 days ago
Job type
  • Full-time
Job description

Lead Financial Planning & Analysis Analyst

In this role, you'll be a key player in financial planning, forecasting, and analyzing different financial scenarios. You'll work closely with both finance and business leaders, acting as a trusted advisor. Your main responsibilities will include :

  • Leading financial projects : You'll head up initiatives that involve complex financial analysis, supporting various departments across the company.
  • Complex analysis and modeling : You'll be responsible for detailed forecasting and financial modeling.
  • Developing financial strategies : You'll contribute new ideas for how we approach financial planning and analysis.
  • Evaluating profitability : You'll regularly review how profitable our products and distribution channels are.
  • Sharing your expertise : You'll become the go-to person for financial, accounting, and regulatory matters, especially for complex client situations.
  • Creating presentations : You'll prepare reports and presentations for senior leaders to keep them informed about our financial performance.
  • Managing costing models : You'll take ownership of our company-wide channel and product costing models, ensuring they're accurate and continuously improved. You'll also help with client and product pricing.
  • Responding to data requests : You'll handle requests for internal business data and trends, finding the right information and analyzing it to support our business strategy.
  • Improving financial processes : You'll look for ways to make our financial services better for internal teams and implement any necessary changes.
  • Supporting team growth : You'll help with the financial development and growth of your team.
  • Special projects : You'll also work on various special projects as needed.

Who You Are

This role is a great fit for someone who :

  • Thinks strategically : You can take financial data and turn it into clear, actionable plans.
  • Communicate well : You're skilled at talking with senior leaders and building strong relationships across different departments.
  • Enjoys problem-solving : You like tackling tough challenges and influencing positive outcomes.
  • Leads initiatives : You have a proven history of leading projects that involve many different people and teams.
  • Adapts to change : You thrive in a fast-paced, team-oriented environment and are comfortable navigating changes.
  • Has financial expertise : You have a strong grasp of financial planning, forecasting, and scenario analysis.
  • Values collaboration : You enjoy working with others to drive strategic decisions that benefit both clients and the company.
  • Bonus points if you have : Experience in retail banking or cash and savings.
  • We are an equal opportunities employer and welcome applications from all qualified candidates.

    #J-18808-Ljbffr

    Create a job alert for this search

    Financial Planning Analyst • Charlotte, NC, United States

    Related jobs
    • Promoted
    Financial Analyst II

    Financial Analyst II

    Trane TechnologiesDavidson, NC, United States
    Full-time
    At? Trane Technologies TM ? and through our businesses including? Trane ® ?and? Thermo King ® , we create innovative climate solutions for buildings, homes, and transportation that challenge what's...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Senior FP&A Analyst - AI Trainer ($50-$60 / hour)

    Remote Senior FP&A Analyst - AI Trainer ($50-$60 / hour)

    Data AnnotationHickory, North Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 9 days ago
    • Promoted
    Accounting Manager

    Accounting Manager

    Vaco by HighspringClaremont, NC, US
    Permanent
    Reporting to the VP of Finance, the Accounting Manager will lead the day-to-day financial accounting and administrative activities with functional responsibility over the general ledger, accounts p...Show moreLast updated: 30+ days ago
    • Promoted
    Surrogates Start at $55K–$75K+ — Includes $1,200 Bonus + $11K Pre-Pregnancy Payout

    Surrogates Start at $55K–$75K+ — Includes $1,200 Bonus + $11K Pre-Pregnancy Payout

    Physician's SurrogacyYork, SC, US
    Full-time +2
    Earn up to $75,000 as a stay-at-home mom or as a second job.Sign up today and earn $1,200 bonus.What qualities make you a great Surrogate?. Experienced no complications during your own pregnancy.Hea...Show moreLast updated: 9 days ago
    • Promoted
    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Data AnnotationGastonia, North Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 9 days ago
    • Promoted
    Sr Financial Analyst

    Sr Financial Analyst

    TruistCharlotte, NC, US
    Full-time +2
    This role delivers financial analysis and reporting to support decision-making across lines of business.Evaluates performance against plans and strategic goals, prepares management insights, and co...Show moreLast updated: 2 days ago
    • Promoted
    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Data AnnotationRock Hill, South Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Corporate Development Associate - AI Trainer ($50-$60 / hour)

    Remote Corporate Development Associate - AI Trainer ($50-$60 / hour)

    Data AnnotationHickory, North Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 9 days ago
    • Promoted
    Surrogates Start at $55K-$75K+ $1,200 Bonus + $11K Pre-Pregnancy Payout

    Surrogates Start at $55K-$75K+ $1,200 Bonus + $11K Pre-Pregnancy Payout

    Physician's SurrogacyClover, SC, US
    Full-time +2
    Earn up to $75,000 as a stay-at-home mom or as a second job.Sign up today and earn $1,200 bonus.What qualities make you a great Surrogate?. Experienced no complications during your own pregnancy.Hea...Show moreLast updated: 8 days ago
    • Promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data AnnotationHickory, North Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 30+ days ago
    • Promoted
    Interim Financial Planning and Analysis Manager

    Interim Financial Planning and Analysis Manager

    Vaco by HighspringCharlotte, NC, US
    Temporary
    At Vaco, we match Accounting and Finance professionals with exciting career growth opportunities.We are currently seeking an Interim Finance Manager for a project with one of our top clients.From k...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Financial Analyst

    Financial Analyst

    Vortex CompaniesCharlotte, NC, United States
    Full-time
    Senior Financial Analyst : Position Overview.The Senior Financial Analyst provides financial planning, analysis, and decision support to drive strategic business performance.This role partners close...Show moreLast updated: 5 hours ago
    • Promoted
    Resolution and Recovery Planning Analyst Sr.

    Resolution and Recovery Planning Analyst Sr.

    Charlotte StaffingCharlotte, NC, US
    Full-time
    Resolution & Recovery Planning Analyst.Huntington National Bank's Recovery and Resolution Planning Office is seeking a Resolution & Recovery Planning Analyst to join the Resolution & Recovery Plann...Show moreLast updated: 15 days ago
    • Promoted
    Remote FinTech Product Analyst - AI Trainer ($50-$60 / hour)

    Remote FinTech Product Analyst - AI Trainer ($50-$60 / hour)

    Data AnnotationConcord, North Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data AnnotationConcord, North Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 9 days ago
    • Promoted
    Remote M&A Integration Manager - AI Trainer ($50-$60 / hour)

    Remote M&A Integration Manager - AI Trainer ($50-$60 / hour)

    Data AnnotationHickory, North Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 9 days ago
    • Promoted
    Remote M&A Associate - AI Trainer ($50-$60 / hour)

    Remote M&A Associate - AI Trainer ($50-$60 / hour)

    Data AnnotationGastonia, North Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 9 days ago
    • Promoted
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data AnnotationConcord, North Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 30+ days ago