Financial Planning and Analysis

• Provides operational support within the Investment Services division to advisors, clients, and internal partners
• Collects, logs, and ensures filing accuracy of Financial Advisor account transaction packages on a monthly basis
• Acts as a resource to Financial Advisors, coordinating support and coaching for ad hoc requests and questions in platforms such as Marketing Central, Bridge, Portfolio Access, DocuSign, etc.
• Pulls routine and ad hoc reports such as performance and production reports
• Facilitates marketing campaigns by compiling new and relevant content in Marketing Central at the direction of Financial Advisors
• Partners with AIE to host team training seminars, virtual meetings, and operational best practices classes as needed
• Participates in semi-annual audits of Financial Advisors’ Book of Business to ensure both internal and external compliance guidelines are met
• Participates in annual branch audits by compiling State, Federal, and Cetera Audit requirements as well as running audit demonstration classes to prepare Financial Advisors
• Updates and reviews operational task procedures approved by compliance

RIS Investment Operations Specialist

• support business and finance leaders by providing financial analysis, forecasting, planning, and strategic decision support
• develop financial forecasts
• evaluate business performance
• identify trends and key drivers
• provide executive-level reporting and presentations
• support monthly and annual planning processes
• prepare materials for senior leadership
• develop variance analyses and commentary
• conduct ad hoc financial analyses
• identify opportunities to enhance reporting and planning processes
• provide timely, transparent, and succinct financial reports
• produce timely and precise revenue, expense, and staffing forecasts
• contribute to annual budget cycle and continuous monthly forecasting
• prepare key financial forecasts, metric-driven performance dashboards, and strategic business insights for business leaders and executives
• perform on-demand analysis and generate custom reports to address specific business needs
• collaborate with the business on implementation and compliance of new accounting and regulatory standards
• facilitate audit, regulatory, and investor requests by providing timely and accurate information
• identify and address control matters; maintain sound control processes

Finance Associate

• Serve as the dedicated finance partner for our Services Supply Chain organization
• Own FP&A pacing, forecasting, and close activities for the supply chain P&L
• Partner with Controllership on costing and inventory accounting
• Deliver logistics cost reporting and variance analysis to senior leadership
• Lead monthly close, forecast, and pacing cycles for the Services Supply Chain P&L, ensuring accuracy, timeliness, and alignment to broader Wind Services financial reporting
• Prepare and publish variance commentary with root-cause analysis, bridging actuals to plan and prior forecast across cost categories
• Maintain and continuously improve financial models supporting rolling forecasts, annual operating plans (AOP), and long-range planning
• Collaborate with Controllership to ensure proper accounting treatment for standard costing, purchase price variances (PPV), and inventory valuation in accordance with US GAAP
• Support period-end inventory reviews, cycle count reconciliations, and reserve analyses, providing finance perspective on operational inputs and assumptions
• Liaise between FP&A and Controllership to resolve accounting questions impacting supply chain cost reporting and drive consistency in financial presentation
• Own end-to-end reporting of logistics and freight costs, analyzing actuals versus budget/forecast and identifying key cost drivers, trends, and anomalies
• Quantify and communicate supply chain impacts to the P&L and balance sheet, including material cost movements, logistics accruals, and inventory-related adjustments
• Develop and maintain dashboards and reporting tools that provide Supply Chain and Finance leadership with timely visibility into cost performance
• Serve as the embedded finance partner for Services Supply Chain leadership, supporting strategic decisions with rigorous financial analysis and scenario modeling
• Lead or contribute to ad hoc projects including make-vs-buy analyses, sourcing economics, cost reduction initiative tracking, and supplier performance reviews
• Prepare executive-ready materials and present financial findings to senior Supply Chain and Finance leadership, translating complex data into clear business narratives.

Lead Supply Chain Finance Analyst, Wind Services

• Leverage experience in program control finance, accounting, and FP&A to meet all internal and external reporting requirements
• Consolidating financial projection inputs; providing analysis, documenting changes to the actuals & forecast, and reviewing with key team members.
• Partnering with various levels of organization, as well as across functions to include enterprise organizations which support the integration of financial impacts.
• Working in a highly changing environment including supporting, leading, and discussing presentations to management on a regular basis.
• The right candidate will be comfortable being a team player and have the personality and skills to think creatively about how to best present and analyze data to encourage strategic decision making for long term growth.
• Additional responsibility includes the consolidation and preparation of various SMGBAD level financial products while helping to drive business results across the entire organization via timely and accurate assessments of data on key financial metrics.
• Expect high visibility including substantial interaction with senior finance managers, directors, the SMGBAD and LADS leadership teams. You need the ability to effectively communicate at multiple layers within and outside the organization (written/verbal).

CUAS Finance Associate Director – M6

• Support the monthly and quarterly financial close process, including preparation of journal entries, account reconciliations, and reporting deliverables
• Prepare and peer review financial statements in compliance with GAAP and STAT requirements for separate account entities
• Assist with annual audits, including preparation of schedules and coordination with external auditors
• Perform general ledger analyses and ensure accuracy and completeness of financial data
• Collaborate with cross-functional partners including actuarial, reinsurance, IT systems, and internal audit teams
• Contribute to preparation of internal financial reporting packages
• Identify and implement opportunities to improve processes, efficiency, and reporting quality
• Participate in special projects and respond to ad hoc reporting requests
• Apply analytical and problem-solving skills to investigate and resolve discrepancies

Financial Reporting Accountant II – Separate Accounts

• Serve as the Engines financial focal for material procurement impacts and forecasting; tracking performance, supporting improvement initiatives, and providing actionable insights to drive outcomes
• Lead program financial management including budget tracking, forecasting, variance analysis, and end-of-month business rhythm deliverables
• Build and maintain financial models supporting cost-benefit analysis, risk and opportunity identification, and recovery plan development
• Prepare and present monthly/quarterly financial and metric report outs for Program and Finance Leadership, including executive-level analysis for key decision making
• Perform data mining and analytics across multiple platforms (Databricks, Redshift, SQL, Python, Claude) to support business analytics and KPI generation
• Oversee financial risk assessment and mitigation strategies across the engines portfolio, driving continuous cost improvement through data-driven recommendations
• Pioneer new financial methodologies leveraging AI and advanced analytics tools; mentor junior analysts and coordinate workstreams across finance projects

Senior Financial Business Partner – Engines Finance

• Support Motion's Executive, Finance, and Operational Leadership by contributing to financial analyses
• Assists with the identification of operational improvement opportunities
• Collect, manage, analyze, and disseminate financial information and analyses
• Design and implement financial models and key performance indicator reports
• Analyze profit & loss statements and monitor performance
• Perform trend and sensitivity analysis
• Participate in financial discussions with business leaders
• Serve as a business partner with various leaders
• Identify and drive process improvements
• Increase productivity by developing automated reporting and modeling tools
• Assist in the creation of executive presentations
• Lead and participate in ad hoc projects

Financial Analyst

• Assist with monthly financial statement variance analyses comparing actual results to budgets, forecasts, and historical trends
• Contribute to the Company’s rolling forecasts, annual operating plan, and long-range projections
• Analyze and report on key SaaS metrics (ARR, churn, retention) to support monthly forecasting and reporting
• Calculate incentive compensation (commissions, sales bonuses) on a monthly basis and provide insights into how to streamline the process
• Execute key month- and quarter-end close activities, preparing accurate reporting deliverables for both internal and external stakeholders
• Collaborate with cross-functional teams to implement processes and tools to control data integrity and alignment between systems
• Identify and execute process improvements, including ways to leverage AI to improve reporting accuracy and efficiency
• Support other ad hoc finance items and special projects

• Support multiple contracts supporting the various Strategic Deterrence Systems portfolio
• Act as the primary finance focal point for multiple Estimate at Completion (EAC) processes
• Coordinate with program management, engineering, and supplier management
• Prepare and review numerous Finance CDRLs including IPMDARs, CFSRs and CSDRs
• Oversee EVM processes related to DFARS externally reported programs
• Utilize CSPR tools for DCMA audits and ensure compliance with EVM and DFAR Contracts
• Support financial forecast and Long Range Business Plan
• Maintain the program cost baseline, monitor actual costs, and optimize financial structures
• Coordinate monthly EAC updates, ensuring accurate final cost projections
• Implement formal contract modifications and baseline changes into the financial system
• Prepare and submit formal Contract Data Requirements List (CDRL) financial reports to the customer

Financial Analysis Business Unit Integrator – Experienced/Senior

• Develops, updates, and maintains models to budget, forecast, analyze, and report financial data
• Develops and performs monthly detailed financial analysis including financial modeling and monitoring business results and impact to bottom line
• Defines drivers of budget variances and ensures understanding of key drivers with responsible parties
• Consolidates and reports monthly forecasts, annual budgets, and strategic plans, including related summary commentary and analysis
• Assists with the provision of timely, accurate, and reliable financial management information and the running and enhancement of reporting systems which facilitate the production of this management information
• Completes regular and ad-hoc reporting and business reviews as well as the preparation of key presentations and special projects as required
• Presents financial analysis to influence management decisions

Financial Planning and Analysis Analyst

• Ensure compliance and accurate information provided to students.
• Review and audit files upon submission from the FAC’s.
• Create Award Letter and FASApp.
• Issue and maintain award letters as appropriate.
• Maintain/update the certified loan report.
• Complete the financial aid file once a student has gone through the entire process of FA.
• Help students obtain funding through various programs available.
• Prepare, explain and supply applicants with appropriate documents to make informed decisions regarding financial aid.
• Analyze timing of funding of students.
• Update Salesforce appropriately in the financial aid section regarding funding score, etc.
• Verify funding amounts and order funds as appropriate.
• Participate in financial aid meetings and events.
• Download vouchers and verify funding of those vouchers.
• Scan, upload and email vouchers as necessary.
• Issue borrower notifications.
• Provide exit counseling.
• Run enrollment reporting and add new student’s to NSLDS transfer monitor list.
• Perform miscellaneous duties as assigned.

Financial Service Analyst

• Own monthly and quarterly reporting on claims performance, including efficiency metrics, expense components, and revenue streams such as TPA fees, recoveries, subrogation, and salvage.
• Take reporting from raw data to finished deliverable, on time, accurately, and with the right stakeholders pulled in when data is missing.
• Identify anomalies in the data and chase them down before they reach the report.
• Conduct detailed analysis of expense components and revenue-generating activities to support accurate, timely financial reporting.
• Identify trends and patterns in claims data to support decision-making and process improvement.
• Assist in developing financial models and tools that improve claims analysis and forecasting.
• Run continuous improvement on the recurring deliverables, including automating manual steps so errors do not recur.
• Work closely with the claims, accounting, actuarial, and data analytics teams to gather data on cycle time, processing efficiency, and other KPIs.
• Present complex information clearly to both technical and non-technical stakeholders.
• Stay informed on industry practices and regulatory changes that affect reporting.

Claims Finance Analyst

• Own forecasting, budgeting, and long-range planning — build and maintain the financial models that drive the annual budget, quarterly and monthly forecasts, and multi-year strategic plans.
• Run the planning cycles end to end — partner with department heads to build plans that are both realistic and ambitious, and hold the process together as the single owner of FP&A.
• Turn results into insight — analyze actuals against budget and forecast, explain the variances, and translate what happened into what we should do next.
• Define and track the metrics that matter — develop KPIs and build clear, trustworthy dashboards and reporting that tell leadership the truth about performance quickly.
• Be a true business partner — embed with Sales, Marketing, Product, Engineering, and Operations to support strategic initiatives with financial analysis and a point of view.
• Inform the big decisions — prepare board-quality analysis and presentations for the executive team on financial performance, unit economics, and key business drivers.
• Support strategic and ad-hoc work — model scenarios for fundraising, new product launches, pricing, and market expansion.
• Raise the bar on how finance operates — drive process improvements across the FP&A function to make it faster, more accurate, and more scalable.

Strategic Finance Lead

• Mentor Financial Counselors and Financial Planners and provide coaching on best practices.
• Continually train and develop Financial Planners and Financial Counselors.
• Consistently maintain top performance.
• Perform daily QA assessments of Financial Planners and Financial Counselors and provide feedback and mentoring.
• Ensure that Financial Planners and Financial Counselors meet compliance standards.
• Manage the queueing system to ensure students are assisted in the proper time frame.
• Ensure Financial Planners and Financial Counselors meet or exceed metrics assigned by Sr Director of Financial Planning.
• Fill in and perform any or all Financial Planner and Financial Counselor job functions as needed.
• Misc. duties as assigned by the Sr Director of Financial Planning.

Assistant Director of Financial Planning

• Works closely with Huntington colleagues across retail, business banking, private bank and financial advisory to deliver practice Finance products
• Coordinates training
• Facilitates skill building
• Oversees performance by market
• Available for deal review and discussion
• Responsible for driving a minimum of $25mm in annual lending
• Performs other duties as assigned

Finance BDO

• Play a pivotal role in addressing members’ financial needs
• Demonstrating leadership in the community
• Supporting the continued growth of the local office
• Recruiting, training, and developing other financial representatives over time

Financial Representative

• Addressing members’ financial needs
• Demonstrating leadership in the community
• Supporting the continued growth of the local office
• The role can expand to include recruiting, training, and developing other financial representatives

• Analyze financial results and explain key drivers, trends, and risks to support business decision-making
• Support annual budgeting, quarterly forecasting, and long-range planning processes in partnership with finance and business leadership
• Prepare financial reporting and materials for leadership presentations, board reporting, and executive communications
• Perform unit cost, product, pricing, expense, and profitability analysis
• Partner cross-functionally with accounting, underwriting, operations, and business teams to support ongoing initiatives
• Contribute to financial reporting accuracy through analysis, reconciliation support, and understanding of underlying accounting activity
• Support strategic growth initiatives and provide ad hoc financial analysis as needed

Financial Analyst II

• Build a sustainable base of business that meets and exceeds revenue and order intake objectives for agreed upon accounts in assigned territory.
• Support pipeline generation, prospecting, and early-stage opportunity development.
• Drive new business growth across the banking industry (Banks and Credit Unions).
• Work the entire sales pipeline daily, from creating new leads to closing new business.
• Maintain and grow business relationships developed.
• Heavy outbound calls to prospects and customers to drive bigger deals and more new opportunities.
• Develop, realize and maintain incremental revenue by selling and advocating GGS products and services.
• Utilize CRM software to document all sales activity, manage the sales pipeline and track opportunities.
• Maintain on-going relationships with multiple contacts throughout client’s organizations.
• Process all sales order paperwork in a timely fashion.
• Resolve customer conflicts quickly.
• Occasionally travel to customer and prospect sites, trade shows, and internal sales meetings.

Associate Director, Commercial Accounts – Financial Markets

• Manage Forecasts, Long Range Planning (LRP), and Annual Operating Plan (AOP)
• Establish and maintain the overall baseline that is compliant with the program instruction, internal EVM policy and 10255
• Support and drive a monthly EV cadence – BCRs, LREs, VARs
• Utilize and share knowledge of the RTN Earned Value Management system process 10255 policy within the program team
• Coordinate development of quarterly Estimates at Complete
• Provide thorough cost and profitability analysis
• Prepare and present financial information in Program Management Reviews, monthly operating reviews, financial overviews and other reporting activities as required
• Provide Contract Funding Analysis Training and development of the finance team

Financial Planning and Analysis jobs in Alabama

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RIS Investment Operations Specialist

Finance Associate

Lead Supply Chain Finance Analyst, Wind Services

CUAS Finance Associate Director – M6

Financial Reporting Accountant II – Separate Accounts

Senior Financial Business Partner – Engines Finance

Financial Analyst

Financial Analyst

Financial Analysis Business Unit Integrator – Experienced/Senior

Financial Planning and Analysis Analyst

Financial Service Analyst

Claims Finance Analyst

Strategic Finance Lead

Assistant Director of Financial Planning

Finance BDO

Financial Representative

Financial Representative

Financial Analyst II

Associate Director, Commercial Accounts – Financial Markets

Finance Manager – ICP