Financial Planning and Analysis

• Lead strategic client engagements involving financial modeling, forecasting, and scenario planning with a focus on driving enterprise value and supporting executive decision-making.
• Serve as a senior advisor to CFOs and other C-suite leaders, providing insights on project finance, M&A, valuation, and corporate transactions.
• Recommend advanced financial tools and reporting including rolling forecasts, performance dashboards, and investor reporting frameworks, ensuring alignment with strategic objectives.
• Bring unique, value-added skills to the team – such as experience with coding, Power BI, or other FP&A tools – to enhance client solutions and internal capabilities.
• Drive business development efforts, including scoping, proposal development, and relationship-building to expand client portfolio and cross-sell firm capabilities.
• Manage and mentor engagement teams, fostering a collaborative, inclusive, and high-performance culture while developing future leaders.
• Contribute to thought leadership and innovation within the Corporate Finance Advisory practice, bringing forward new methodologies, tools, and service offerings.
• Collaborate across service lines to deliver integrated solutions and identify opportunities for broader client impact.
• Ensure quality and profitability across engagements through effective project management, resource allocation, and risk mitigation.

Senior Manager, Corporate Finance Advisory

• Collect and analyze financial data to perform some or all of the following accounting or finance processes: budget development, variance reporting, preparation of internal and external reporting packages, participate in and support accurate month-end, quarter-end, and year-end accounting close cycles, reconcile assigned accounts, prepare accounting ledger entries, settle inter-company receivables and payables, and prepare property valuation.
• Provide financial analysis and support to management for the annual budget process, as well as modeling, analysis and financial support for current year and five-year forecasting.
• Document key processes of areas assigned to ensure consistency and compliance with legal and regulatory requirements.
• Provide proactive process improvement recommendations and assist in implementing solutions.
• Assist and/or prepare rate case information as required to support submission.
• Assist in performing regulatory support for requests or associated schedules.
• Participate in and support special projects as assigned.
• May provide work direction and training to other analysts.

Financial Analyst II, Senior Financial Analyst

• Lead process to prepare financial forecasts in partnerships with leaders across the company
• Support annual operating plan cycle including target setting, guideline creation, managing calendar and milestones and producing presentations for senior leadership and board of managers
• Collaborate with leadership team to provide analytical rigor and evaluate strategic initiatives
• Partner closely with Fuze Rx’s Operations teams across Care, Fulfillment, and Delivery to proactively seek opportunities to drive operational excellence and optimize conversion costs
• Partner with all members of the senior management team and other company leadership on assessing and analyzing critical business decisions
• Build outstanding and effective relationships with cross-functional team
• Support the development and monitoring of KPIs tied to strategic goals, as well as evaluation of team performance against these metrics
• Strict adherence to the Company’s corporate policies and all regulatory requirements

Senior FP&A Analyst – Commercial

• Lead supply chain reporting and analytics for the company.
• Business partner with Purchasing team, to support the process for input cost planning, reconciliation, and reporting that supports all key business partners.
• Collaborate with Supply chain team, driving insights into inventory management through development of reports and measuring vs. key targets.
• Support Engineering in guiding the capital budgeting and planning, cost control and review.
• Act as a facilitator in planning and tracking execution against Value Creation (cost savings) projects across the value chain.
• Support development of the annual plan, inclusive of product costings and annual planning process for cost of goods.
• Assist with the preparation of ad hoc reports, financial reviews and special projects as directed by the leadership team.
• Collaborate with accounting in period close process, provide timely and accurate analysis of financial results and variances vs forecasts / budget.
• Enable sustainability initiatives through proper budgeting, accounting recognition and rigor in reporting.
• Act as key contributor to performance review across supply and leadership review meetings (S&OP+ steps).
• Provide advice, training and/or guidance to staff in the section when necessary.

Senior Manager – Supply Chain Finance

• Lead supply chain reporting and analytics for the company.
• Business partner with Purchasing team, to support the process for input cost planning, reconciliation, and reporting that supports all key business partners.
• Collaborate with Supply chain team, driving insights into inventory management through development of reports and measuring vs. key targets.
• Support Engineering in guiding the capital budgeting and planning, cost control and review.
• Act as a facilitator in planning and tracking execution against Value Creation (cost savings) projects across the value chain.
• Support development of the annual plan, inclusive of product costings and annual planning process for cost of goods.
• Assist with the preparation of ad hoc reports, financial reviews and special projects as directed by the leadership team.
• Collaborate with accounting in period close process, provide timely and accurate analysis of financial results and variances vs forecasts / budget.

• Own recurring revenue reporting workflows - daily/weekly file maintenance, revenue trackers, attainment dashboards, and variance analysis - ensuring accuracy and timely delivery at a daily cadence
• Prepare and update executive materials for KPI reviews, Board of Directors presentations, and SLT meetings, including slide updates, and supporting data files
• Conduct variance analysis on revenue movements and deliver clear, concise commentary that explains the "what" and the "why" behind performance trends
• Support quarterly sales target-setting - assembling bottoms-up data, reconciling against tops-down forecasts, and surfacing risks and opportunities for leadership discussion
• Own the commercial commission review process - synthesizing attainment data, identifying trends, and providing analysis that informs leadership's compensation and incentive decisions
• Execute ad-hoc analysis for Revenue, GTM, and Commercial leadership to support in-quarter decision-making
• Maintain and improve core financial reporting infrastructure - identifying opportunities to enhance accuracy, reduce manual effort, and improve consistency across deliverables
• Partner cross-functionally with Revenue, Sales Operations, and GTM teams to understand business drivers and translate them into financial context
• Apply a common-sense quality check to all outputs - flagging anomalies, verifying data integrity, and ensuring deliverables are clean and free of error
• Exercise independent judgment in prioritizing analyses and sequencing deliverables to maximize impact for commercial leadership

Manager, Commercial Finance

• Develop a deep understanding of one or more of Zillow’s businesses, key performance drivers, and cross-functional improvement opportunities.
• Become a subject matter expert.
• Drive our annual operating plan including goal setting, performance management, and executive-level monthly/quarterly business reviews.
• Establish and maintain key business metrics (inputs/outputs), and develop sophisticated forecast models to project results and measure gaps to plan.
• Lead cross-functional stakeholder projects from ideation to execution, ensuring alignment across Product, Sales, and Finance to meet critical business milestones.
• Act as an internal consultant to business leaders, providing structured frameworks to solve ambiguous problems and driving data-backed decisions at the executive level.
• Proactively develop insights and recommendations to improve performance.
• Present findings and options effectively to an executive audience to drive decisions.
• Analyze business, operational, or customer data to identify trends, gaps, and opportunities.
• Collaborate with data engineering, BI, and data science to build advanced analytics and real-time performance dashboards.
• Drive key business operations to serve the needs of our cross-functional partners.
• Maintain an understanding of competitor or industry trends.

Senior Strategic Planning Manager

• Supporting monthly, quarterly, and annual financial reporting for leadership, the board, and investors—from raw data pulls to polished presentations
• Contributing to ad-hoc strategic analyses cross-functionally (e.g., paid acquisition performance, product launch business cases, international market analysis, etc.)
• Maintaining detailed financial models to support budgeting and planning, and performing budget variance analysis at a monthly cadence
• Building and maintaining performance reporting and KPI dashboards for various departments using SQL and Looker
• Supporting inbound diligence requests and other ad hoc strategic projects as needed

Strategic Finance Analyst

• lead the Company's SEC reporting
• regulatory reporting
• financial consolidations
• technical accounting
• corporate accounting functions
• preparation and filing of all SEC reports
• ensure the accuracy and integrity of financial information
• oversee monthly close and consolidation activities
• foreign currency translation
• regulatory financial reporting
• leadership for technical accounting and accounting policy governance
• oversee key corporate accounting areas
• serve as a trusted partner to senior leadership, external auditors, regulators, and cross-functional teams

Vice President, Financial and Regulatory Reporting

• Design, build, and deliver scalable software solutions across applications, services, databases, and infrastructure
• Develop and enhance backend services and cloud-native applications using modern object-oriented languages, microservices patterns, and AWS or similar cloud technologies
• Take end-to-end ownership of applications and services, including development, support, troubleshooting, and continuous improvement
• Contribute to architecture and design discussions, evaluate tradeoffs, identify risks, and help drive technical alignment
• Make thoughtful engineering decisions, incorporating feedback and adjusting solutions based on outcomes
• Partner with stakeholders and subject matter experts to understand business goals and translate them into effective technical solutions
• Apply modern engineering practices such as automated testing, code reviews, observability, CI/CD, and iterative delivery
• Identify and reduce technical debt while improving application design, data flows, and engineering processes
• Help ensure the consistency, reliability, and visibility of analytics and risk-related data across portfolio management and analytics platforms

Senior Full Stack Software Engineer – Investment Risk Technology

• Provide financial analysis to national and regional leadership and develop and implement revenue growth plans in partnership with sales leadership.
• Prepare quarterly business reviews of national and regional business results and provide actionable guidance to sales management.
• Support the annual development of area, region, and district quota plans.
• Provide financial support and analysis to the NVP, AVPs, RSDs, and District Managers in developing robust and accurate revenue and expense forecasts.
• Manage month-end and quarter-end revenue close activities, ensuring timely and accurate reporting.
• Evaluate regional and district opportunity pipelines, implant trends, usage trends, and other key metrics to identify opportunities to optimize results.
• Report and analyze cost of sales and P&L results by area and region; coordinate review meetings with key stakeholders.
• Support Large Capital and Infuse Bulk tracking, strategy, and forecasting to achieve quarterly and annual targets.
• Partner with Regional Finance Leads on sales force alignment, performance management, and compensation strategies.
• Collaborate with the CST Sales Operations team to optimize system tools and reporting capabilities.
• Manage monthly and quarterly manual compensation adjustments for CST.
• Lead or support special projects as assigned.
• Perform all activities in compliance with the local Quality System.
• Perform duties in compliance with environmental, health, and safety-related site rules, policies, and governmental regulations.
• Travel domestically up to 20%.

Principal Financial Analyst – CST Sales Finance

• Partner with FP&A and Finance Transformation leadership to understand business needs, gather requirements, define use cases, and translate requirements into scalable Pigment model designs.
• Build, enhance, and maintain Pigment applications, including dimensions, lists, metrics, formulas, data flows, boards, workflows, security, reporting views, and dashboards.
• Support the implementation and continuous improvement of corporate financial planning models, including P&L, balance sheet, cash flow, capital allocation, development activity, debt, FX, ownership structures, consolidated financial statements, and management reporting.
• Design and maintain model architecture aligned with Pigment best practices, including modularity, transparency, performance optimization, auditability, and ease of maintenance.
• Partner with Technology, Data, and business system owners to design, validate, and troubleshoot inbound and outbound data integrations between Pigment and enterprise source systems or data platforms.
• Monitor model health and data quality; identify and resolve issues related to calculations, mappings, hierarchies, metadata, access, data loads, and reporting outputs.
• Establish and support governance processes for model changes, testing, user acceptance, release management, access management, documentation, and production support.
• Create and maintain clear documentation, including data flow diagrams, model architecture, calculation logic, process flows, change logs, support runbooks, and user training materials.
• Support FP&A and finance user adoption by providing training, answering questions, gathering feedback, and translating user needs into future enhancements.
• Use Pigment AI and other approved AI tools to accelerate model design, build, documentation, testing, and optimization, while ensuring outputs are reviewed, explainable, and aligned with Prologis’ governance standards.
• Stay current on Pigment product capabilities, AI features, model-building best practices, and enterprise planning trends; proactively recommend enhancements that improve quality, efficiency, scalability, and user experience.
• Partner across FP&A, Accounting, Treasury, Real Estate, Strategic Capital, Energy Solutions, Operations, Data Center, Technology, and other teams to ensure planning models reflect accurate business logic, consistent assumptions, and aligned financial outputs.

Model Builder – Pigment, Finance Transformation

• Own the budgeting, forecasting (monthly, quarterly, annual, and multi-year), and long-range planning cycles, keeping them aligned with Wowza's strategic and financial goals.
• Build and maintain the financial models and planning processes behind the business, including SaaS metrics (ARR, GDR, NDR, CAC, LTV) and the operating drivers that move them.
• Deliver accurate, timely financial reporting and KPI dashboards, and contribute to board presentations and investor materials for leadership, the board, and our PE sponsor.
• Manage lender reporting, including covenant compliance and the periodic financial packages required under the company's credit agreement.
• Run P&L cadences and partner with functional leaders, delivering the analysis, commentary, and recommendations that shape strategy, capital allocation, and growth investments.
• Monitor bookings and pipeline data to sharpen sales performance insight and revenue forecasting.
• Evaluate the financial impact of new opportunities, investments, and strategic initiatives—ad hoc modeling, unit economics, and corporate strategy work.
• Improve FP&A tools, systems, and processes so they scale with a high-growth business.

Director of Financial Planning – Analysis

• Contribute to CCU’s mission: Christ-centered higher education transforming students to impact the world with grace and truth.
• In this role, the Customer Service Specialist contributes to the mission by promoting Christ-centered higher education and by exemplifying Christ as they establish relationships with students and their parents.
• Troubleshoot account issues regarding payments, student aid, and financial arrangements.
• Work with new and current students to ensure payment/aid is in place.
• Respond to inbound calls, e-mails, and walk-in visits, and initiate outbound communication to students regarding financial aid and student account concerns.
• Understand and communicate CCU policies and processes.
• Perform other duties as assigned.

Student Financial Services Specialist

• Provide financial analysis, reporting, business support, and responds to external requests
• Management and administration of the FPA Planning system (NetSuite Planning and Budgeting NSPB)
• Support the process and creation of financial forecasts and budgets for all major forecasting and budgeting cycles
• Creation of report templates to support analysis and requirements of management and FPA staff
• Produce multiple reporting packages used internally and externally
• Prepare reports and analysis of trends in P&L results and business metrics compared to expectations to provide insight into business results
• Support Accounting department during the close periods to ensure data integrity
• Monthly consolidated headcount reporting
• Create and maintain reporting hierarchies for financial systems (NetSuite, NSPB, and Smart View)
• Provide supporting schedules for external reporting (Monthly Management Review and Lender reporting)
• Distribute financials to the Accounting/Finance team for review during the accounting close process
• Support Ad hoc report requests from the Board of Directors as well as the internal management team
• Business Support of the executives and other departments
• Business and Reporting Process Improvement through documentation and modern reporting tools

Senior Financial Analyst

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients
• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities
• Connecting clients to solutions that meet their financial goals
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities

Relationship Banker

• Own and oversee a portfolio of complex public and private clients, providing executive level advisory on equity plan administration and equity related considerations.
• Provide senior technical guidance on equity programs and stock based compensation.
• Oversee delivery of equity services to ensure engagements meet Armanino’s A+ Execution standards for quality, accuracy, and client experience.
• Act as the senior escalation point for complex equity matters, including audits, transactions, system conversions, and regulatory inquiries.
• Support equity considerations related to transactions, including cash to accrual impacts, opening balance sheets, and purchase accounting, as they relate to equity plans.
• Lead, mentor, and professionally develop Senior Managers, Managers, and broader equity team members, actively participating in career advisory and performance reviews.
• Build and scale a high performing equity team within FAAS, fostering a collaborative, growth oriented culture.
• Cultivate and maintain relationships with senior client executives and private equity sponsors, leveraging those relationships to identify new opportunities and expand engagements.
• Support business development efforts by providing equity subject matter expertise, thought leadership, and client delivery support.
• Serve as a market facing leader and thought partner on equity administration trends, best practices, and emerging issues.
• Supervise overall team execution across engagements, ensuring consistency, efficiency, and scalability of equity services.

Equity Director, Finance and Accounting Advisory Services

• Lead teams to drive corporate recovery, restructuring, exit strategies, non-performing or distressed investments, and insolvency.
• Responsible for hands on management of project teams, including directing other team members, and managing outside professionals involved in the engagement and client personnel
• Apply project management skills to ensure projects are scoped properly, appropriate priorities are established, implementation plans are developed and executed, and projects meet client expectations
• Analyze client business plans, debt capacity, competitive positioning and strategy, key-contracts and relationships, and regulatory considerations
• Develop turnaround strategies with contingencies to assist with client initiatives and identify/evaluate potential restructuring/financing alternatives
• Apply operational business experience along with accounting, finance, and analytical skills to various client situations and practice disciplines including, but not limited to, asset identification and monetization, creditor negotiation and settlement, financial modeling, financial statements and projections assessments, business plan evaluations, and project management
• Drive development of integrated financial modeling/projections, cash flow forecasts, business plans, financial models, and other support as needed
• Perform financial reviews and provide implementation services for liquidations, bankruptcy and receiverships
• Proactively lead in business development efforts by instigating and managing marketing activity
• Prepare reports, written analyses, presentations, quantitative exhibits, and other client deliverables regarding project scope and/or results of work performed
• Lead, mentor and professionally develop team members, actively participating in the career advisory and performance review process.
• Provide knowledgeable guidance and direction to associates in the development of intricate financial models and other analyses

Senior Manager, Corporate Finance – Restructuring

• Build analyses and forecasts for large investment opportunities and strategic business decisions. Present complex financial information to Executives, and non-financial personnel
• Prepare and analyze quarterly risk review analyses and presentations. Identify areas of risk within the company portfolio, and help identify solutions and make recommendations
• Assist in consolidating and analyzing financial statements, forecasts, and budgets
• Coordinate, prepare and analyze monthly, quarterly, and annual rolling forecasts and prepare reporting on actuals vs. budgeted results, including additional ad-hoc analysis on results
• Identify key data sources and utilize data-driven insights about important departmental metrics to improve business decisions
• Create effective PowerPoint presentations for Board meetings on a monthly and quarterly basis
• Perform ad-hoc financial and operational analysis
• Take on special projects as required
• Develop SQL queries for ad-hoc analyses and monthly reporting

Financial Analyst

• 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.

Financial Planning and Analysis jobs in Colorado

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Senior Manager, Corporate Finance Advisory

Financial Analyst II, Senior Financial Analyst

Senior FP&A Analyst – Commercial

Senior Manager – Supply Chain Finance

Senior Manager – Supply Chain Finance

Manager, Commercial Finance

Senior Strategic Planning Manager

Strategic Finance Analyst

Vice President, Financial and Regulatory Reporting

Senior Full Stack Software Engineer – Investment Risk Technology

Principal Financial Analyst – CST Sales Finance

Model Builder – Pigment, Finance Transformation

Director of Financial Planning – Analysis

Student Financial Services Specialist

Senior Financial Analyst

Relationship Banker

Equity Director, Finance and Accounting Advisory Services

Senior Manager, Corporate Finance – Restructuring

Financial Analyst

Fractional CFO