Financial Planning and Analysis

• Support enterprise-wide financial planning, forecasting, reporting, and analysis
• Analyze cost drivers, manage budgets, explain variances, and deliver insights for decision-making
• Own corporate-level forecasts, budget support, and long-range planning cycles
• Lead monthly and quarterly variance analysis and identify key drivers impacting financial results
• Build and maintain financial models for business cases and strategic initiatives
• Prepare executive-ready materials and collaborate with various teams for data accuracy

Financial Analyst 2

• Provides analytical support for the financial positioning and future growth of assigned area/region.
• Leads in the development, analysis, and preparation of financial plans, reporting and key performance indicators to achieve overall system and entity strategic goals and objectives.
• Provides high level of financial expertise through analysis and interpretation of data gathered for decision support.
• Leads key financial processes within assigned area or region (e.g. operating budgets, forecasting, program reporting and analysis, charge management, cost accounting, decision support, contracting and reimbursement analysis) by coordinating resources and communication and leading process teams.
• Ensures regulatory compliance within the assigned business unit(s).
• Initiates and directs the identification and implementation of operating improvements and efficiencies by identifying important trends and variances through the review of management reports and financial analysis.
• Implements and help guide processes to implement changes based on data.
• Provides direction to coordinate implementation and support for financial systems based software products to enhance current and future system functionality.
• Prepare accurate and timely management and regulatory reports by accessing information from a variety of sources and utilizing consistent reporting formats and assist in the development of meaningful performance measures.
• Works on complex problems in which analysis of situations or data requires an in-depth evaluation of various factors.

Senior Financial Analyst

• Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals
• Triage client leads and make referrals to business partners based on client needs and asset thresholds
• Meet with clients to review financial and investment goals
• Build a financial plan and recommend brokerage products
• Apply and expand knowledge by completing required licenses and trainings

Financial Solutions Advisor

• Working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, and executing highly customized solutions
• Recommending investment products and services suitable for prospects
• Balancing investment growth, referral activities, customer follow up, and personal growth and development
• Organizing and managing resources to run a productive practice
• Seeking the expertise of specialists to identify planning and investment strategies
• Completing mandated training, assessments, performance goals and continuing education requirements

Financial Advisor – Greater Arizona Market

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Documents all client interactions and opportunities within Salesforce accurately

Financial Advisor

• Establish Annual Operating Plan (AOP), Estimate at Completion (EAC), compilation of monthly variance reporting and analysis, as well as support for Forward Pricing Rate Proposals and Incurred Cost Submissions.
• Partner with supporting functions to forecast and manage the expenses within their portfolio across all the Raytheon Cost Accounting Segments.
• As required/ad-hoc analysis and reporting in support of Raytheon budgets, maintaining historical records, analyzing trends, recommending and interpreting budgetary policies and procedures and participating in internal management reviews.
• Ensure proper financial controls, maintain compliance, and support the needs of the business.
• Assist with creating Purchase Orders, invoice processing and approvals, IOTs.

Principal Specialist, FP&A – Budgets

• 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

• Serve as Tier 2 support for finance-related applications, troubleshooting and resolving system issues
• Manage user access (activations/deactivations) and respond to internal and external system inquiries
• Lead incident management for third-party applications, coordinating with IT/IS teams as needed
• Identify, implement, and support automation tools, AI solutions, and system integrations
• Analyze accounting processes to uncover opportunities for efficiency improvements
• Ensure data integrity across financial systems and maintain system uptime
• Act as a liaison between accounting users and technology teams
• Drive continuous improvement through data-driven insights

Workday Financials Analyst

• Compile and analyze financial information for the company
• Lead various financial projects
• Partner closely with business and finance leadership to deliver insightful analysis
• Develop measures to track, trend and forecast related impacts of organizational strategic initiatives
• Run pre-established reports as well as development of new reports for internal stakeholders
• Develop metrics to evaluate financial impact of proposed contracts
• Contribute commentary/insights into the business units performance based on area specific knowledge and analysis based results/indicators
• Create and analyze monthly, quarterly, and annual reports and ensures financial information has been recorded accurately
• Perform financial forecasting and reconciliation of internal accounts
• Identify and research variances
• Handle complex and high level financial analysis
• Present and discuss analysis with upper management
• Lead forecasting and budgeting processes, including quarterly forecast submissions, maintenance of a rolling forecast, and assumption-based budget planning with scenario and sensitivity analysis
• Partner closely with adjacent finance and accounting teams to support month-end close
• Lead month-end financial reporting, delivering clear variance analysis, key trends, and actionable insights versus forecast and budget to VP-level stakeholders
• Drive financial and operational analysis through reporting, forecasting support, demand/capacity modeling, workforce metrics, and data-driven insights that inform business decisions
• Provide financial oversight for technology investments and workforce decisions, ensuring alignment with budgets, forecasts, and procurement policies
• Facilitate financial support for new technology purchases, ensuring compliance with financial and procurement policies, validating financial impact and budget alignment
• Partner with BTS (Centene's Business Technology Solutions) and operational leaders to support strategic initiatives, drive informed decision-making, and maintain financial transparency

Finance Analyst IV – IT Finance

• Collaborate with cross-functional teams to understand business objectives and apply advanced analytical techniques to identify and solve business problems.
• Identify data sources, integrating and transforming disparate data, and developing robust analytical solutions.
• Translate findings into clear and compelling communication materials, utilizing data visualization techniques to present insights.
• Apply advanced analytical techniques to solve business problems that are typically medium to large scale with impact to current and/or future business strategy.
• Incorporate visualization techniques to support relevant points of the analysis and ease understanding for less technical audiences.
• Thoroughly document assumptions, methodology, validation, and testing to facilitate peer reviews and compliance requirements.
• Deliver analysis/findings in a manner that influences mid to upper level management and drives business decisions.

Mid-Level Decision Science Analyst – Finance

• Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand.
• Nurture relationships with an existing client base

Financial Consultant

• support accounting and operational processes through advanced review activities
• provide customer service support
• project coordination
• conduct audits
• coordinate training resources and process documentation
• assist with accounting-related projects and data research
• process service requests
• manage workflow across the department
• contribute to quality assurance efforts
• identify process improvements

Financial Professional, Compensation Consultant

• Lead cost and consumption analysis for assigned infrastructure and workplace technology services, including unit cost trends, total cost of ownership (TCO), and variance drivers.
• Partner with Technology stakeholders to analyze and explain consumption versus forecast variances, identifying drivers, risks, and improvement opportunities.
• Support demand planning and forecasting activities by validating assumptions and analyzing historical and projected usage trends.
• Contribute to the definition and maintenance of infrastructure product and service taxonomies, cost pools, and unit cost inputs.
• Partner with Finance and Technology stakeholders to review allocation outputs and unit cost logic, ensuring alignment with consumption drivers.
• Prepare clear, well-structured materials (analysis, summaries, visuals) for governance forums and leadership discussions.
• Translate complex financial and technical concepts into understandable insights for Technology and Finance partners.
• Identify data quality issues and work with partners to resolve inconsistencies or gaps in cost and consumption data.

Senior Tech Business Services Consultant – Infra Finance

• Leads the finance and contract compliance team carrying out the end-to-end contract management processes
• Collaborates with cross-functional teams and senior leadership
• Checks contract milestones and obligations
• Inspects contract proposals, identifies risks
• Evaluates opportunities for cost savings, performance improvements
• Consults with internal stakeholders to negotiate contracts
• Ensures efficiency and effectiveness of contract management processes
• Provides leadership in motivating team members to accomplish finance and contract compliance goals

Lead Director, Finance and Contract Compliance

• Act as the primary Alternative Asset Services contact for client relationship managers at Northern Trust for all client related inquiries regarding alternative investments.
• Monitor, resolve, and respond to inquiries from internal and external parties; including pulling and interpreting data, and preparing analysis with a view to ensuring client valuation expectations are met.
• Manage their assigned daily tasks to ensure day to day deliverables are met but are expected to work effectively in a team environment.
• Consistently review and assess processes to identify process improvements for increased team efficiency.
• Actively participate in department projects and initiatives.
• Expected to use some initiative but refer more complex problems to supervisors/experts.

Analyst, Alt Investments

• Strategic Advisory: Partnering directly with CEOs and executive teams to design, pressure-test, and execute financial strategies.
• Capital & Advisory Strategy: Leading clients through fundraising rounds and M&A transactions, from initial valuation and due diligence to seamless post-merger integration.
• Financial Architecture: Constructing robust financial models, dynamic rolling forecasts, agile cash-flow projections, and KPI dashboards that leadership teams actually look forward to reviewing.
• Governance & Leadership: Presenting high-impact financial narratives to Boards and shareholders, while providing oversight to internal or client-side accounting teams.
• Operational Excellence: Modernizing accounting processes, internal controls, and overseeing audit/tax readiness.

Fractional CFO

• Serve as budget liaison to assigned administrative/VP units
• Conduct commitment and variance analysis
• Prepare financial supporting schedules for external reporting
• Analyze trends and compile financial forecasts
• Provide technical guidance on budgeting software

Budget Planning Operations Analyst

• Receive comprehensive and hands-on exposure across three core business units, each designed to build critical skills and knowledge culminating in the ability to manage client portfolios and relationships independently.
• Rotations could include advisor and client support, retail sales, and advice.
• Develop skills focused on the six elements of the personal financial planning process as you become a successful Financial Advisor and put our clients on the path to investment success.
• Receive robust mentorship opportunities and support from Vanguard CFP® professionals and senior management while building the network and leadership skills to prepare you for a career in Personal Investor Advice.
• Achieve your CFP® certification experience requirement in two years through the CFP Board Apprenticeship pathway.

Financial Advisor Development Program

• Provide comprehensive advice and customized solutions to clients
• Triage client leads and refer to business partners based on client needs
• Review financial and investment goals with clients and build financial plans

National Financial Solutions Advisor, Series 7, 66 Required

• Drive practice revenue growth and achieve sales targets within the Mountain States market
• Own the sales pipeline: grow pipeline size and maturity, lead proposals, and convert opportunities into revenue
• Manage key client relationships and lead high-value engagements, ensuring strategic, high-quality consulting delivery that supports client retention
• Manage your own book of business by acting as a client-facing investment consultant, advising clients’ staff, investment committees, and boards on investment strategy, governance, portfolio construction, performance, and risk
• Execute go-to-market and long-term business strategies that expand market presence and service offerings
• Represent Mercer through thought leadership, publications, and industry events to elevate the practice
• Oversee business growth initiatives and operations for the practice, including pipeline management, accounts receivable, profitability, and client retention
• Partner with the Consulting Team Leader (CTL), Client Office, and other practices to optimize staffing, capacity, and cross-sell/referral opportunities
• Build an engaged, inclusive team culture; recruit, develop, and retain talent aligned to the firm’s long-term vision
• Thrive and be motivated by an environment that embraces AI and technology-enabled tools.

Financial Planning and Analysis jobs in Arizona

See all jobs on JobTailor