Financial Planning and Analysis

• Prepare, evaluate, and validate financial and operational reports.
• Analyze and interpret trends and variances in business performance, while interacting with cross functional peers on a frequent basis.
• Perform testing and validation of data and analyses when applicable.
• Synthesize and present exhibits, results, observations, and recommendations to direct manager, team members and/or cross functional peers.
• Support your financial and business partners in the creation of analyses to support business strategy.
• Perform other duties as assigned.

Senior Financial Consultant – Enterprise Technology Finance

• Responsible for providing financial leadership and decision support to our Category Management and Product Management Teams while managing the total global BLACK+DECKER Brand P&L.
• Support the execution around the strategy of our BLACK+DECKER team including category analysis, portfolio analysis, global marketing, new product development, and entry into new markets.
• Define the appropriate focus areas and portfolio families (i.e. geography, customer, brand, market share, margin, etc.) specific to the Tools & Outdoor industry, driving portfolio growth and margin expansion.
• Maintain a new product roadmap funnel that achieves the strategic goals of the BLACK+DECKER Brand – focusing on Global Revitalization – while maintaining the proper capital and cost results.
• Develop and maintain strong collaborative partnerships across all facets of the organization (i.e. Commercial, Marketing, Engineering, Operations, Finance, etc.) – driving process enhancement and leading to full global P&L excellence within the BLACK+DECKER Brand.
• Evaluate financial potential of New Product Development (NPD) programs using Return on Capital (ROC) models.
• Review key NPD metrics –IRR, NPV, and Payback.
• Drive process improvements to improve efficiency and effectiveness of the finance function.

Senior Financial Analyst

• Prepare, evaluate, and validate financial and operational reports focusing on improving the process of completing these tasks and the effectiveness of the content delivered while ensuring accuracy.
• Perform and review analysis and interpret trends and variances in business performance, interacting with cross functional peers on a frequent basis.
• Perform testing and validation of data and analyses having a general understanding of data limitations and gaps.
• Synthesize and present exhibits, results, observations, and recommendations to direct manager, team members and/or cross functional peers with the ability to answer some questions.
• Begin to manage the creation of complex analyses to support business strategy.
• Review competitor press releases, SEC filings, and industry trade press for helpful insights, linking key themes together and identifying applicability to departmental strategies.
• Participate in projects that involve complex analysis and implementation of non-complex, routine business and financial regulatory changes relating to financial reporting, such as reorganizations, mergers and acquisitions, etc.
• Provide coaching, training, and mentoring.
• If a manager of people, effectively oversee and engage direct reports and perform management activities such as performance management, career development, and talent acquisition.
• Perform other duties as assigned.

Manager, Financial Analysis – Personal Insurance

• 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

• Complete reserve studies and advise management on reserve decisions
• Develop and maintain monitoring tools
• Partner closely with Claims to develop insights
• Analyze portfolio performance, emerging claim trends, and significant loss activity
• Drive improvements in data quality, portfolio monitoring, and actuarial processes

Reserving, Global Specialty Financial Lines

• negotiating and developing business with new and current clients
• marketing our services via telephone, video and in-person meetings
• recruiting, interviewing and matching highly skilled accounting and finance professionals with clients’ projects
• managing ongoing engagements to deliver outstanding customer service to both clients and candidates
• providing ongoing communication and career guidance to candidates
• participating in local trade association and networking events to increase Robert Half’s presence in the local business community

Talent Manager – Finance & Accounting

• Support the development, refinement, and stewardship of the enterprise customer experience strategy.
• Perform rigorous strategic analyses using qualitative and quantitative data, research, performance trends, and initiative outcomes.
• Partner collaboratively with multiple Business Units (USE, PBS, and Accredo) to align CX priorities.
• Assess progress against enterprise CX priorities at a strategic level.
• Enable continuous tracking of CX strategy execution by overseeing analysis of metrics.
• Develop clear, concise materials to support senior leader and Board-level discussions.
• Partner with Competitive Intelligence, Marketing, and enterprise stakeholders to inform innovation efforts.

Senior Advisor, Enterprise CX Strategic Planning

• 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

• Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients
• Develop a book of business in order to meet and exceed established performance hurdles
• Effectively prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• Recommend investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• Balance investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both day-to-day and longer-term planning
• Organize and manage resources (time, people, budget) to run a productive practice
• Seek the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• Complete mandated training, assessments, performance goals and continuing education requirements

Financial Advisor – Central Shoreline Market

• Lead and manage the business relationship of complex engagements with a focus on high-value quality tax advice and seek to expand services to Asset Management clients
• May have people leadership responsibilities
• Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm
• Drive growth and profitability to the Asset Management practice by generating new revenue on existing client portfolio, cross selling and identifying new clients for the tax practice
• Serve as tax client service coordinator while developing and executing the firm’s client service plan
• Advise clients on a full spectrum of RSM’s tax services, including planning, research, compliance, and general mergers and acquisitions activities
• Review research findings and ensure conclusions are consistent with firm policies and professional standards
• Build relationships across lines of business to ensure excellent client service through an integrated service approach
• Manage client needs in conjunction with cross-functional engagement teams across the tax practice (e.g. state & local tax, international tax, tax technology, tax mergers & acquisitions, etc.)
• Remain up to date on current tax practices and changes in tax law

Tax Senior Manager – Financial Services, Asset Management

• Support month-end, quarter-end, and year-end close processes
• Prepare management accounts, financial statements, and supporting financial analysis for review
• Perform balance sheet reconciliations and help ensure the integrity of financial reporting
• Support external audits, statutory reporting, and regulatory reporting requirements
• Maintain internal controls and accounting policies in compliance with US GAAP, escalating issues as appropriate
• Partner with Treasury, Operations, Risk, Compliance, and business stakeholders to improve reporting and operational effectiveness
• Contribute to the development and implementation of finance and treasury processes, controls, and procedures to support a de novo banking organization
• Assist with finance systems implementation, process automation, and reporting infrastructure
• Support new product launches, business growth initiatives, and regulatory readiness efforts
• Contribute to the build-out of scalable, best-in-class finance and treasury functions

Senior Accountant – Financial Controls

• Support the development of the annual budget and monthly forecasting process through partnership with corporate department heads
• Develop and maintain detailed forecast assumptions for revenue, expenses, staffing, and other key financial drivers.
• Assist in preparing forecast updates and identifying risks and opportunities versus budget and prior forecasts.
• Support the development and maintenance of income statement, balance sheet, and cash flow models.
• Assist with income statement forecasting, including revenue, labor, operating expenses, and below-the-line items.
• Partner with corporate department leaders to help them understand their financial results, budgets, forecasts, and key expense drivers.
• Prepare and communicate monthly reporting packages, including variance analysis on actuals versus budget/forecast.
• Support the continued development and enhancement of Power BI financial statement reporting to improve visibility into business performance.
• Conduct deep-dive analyses on payroll costs, operating expenses, corporate spend, and performance trends.

Senior Financial Analyst – Corporate FP&A

• Support the Manager of FP&A in delivering proactive financial support to Operations and Practice Leadership
• Prepare analyses and materials for regular business reviews with VP-level stakeholders
• Analyze physician, clinic, ASC, and service line performance to identify opportunities to improve patient access, conversion, throughput, and revenue generation
• Develop and maintain operational scorecards linking financial performance to key business drivers
• Support the annual budget process for assigned practices and operational functions
• Prepare and deliver monthly financial reports, variance analyses, and KPI dashboards for the Operations team

• Experience all facets of our Accounting and Finance organizations during a two-year rotational program
• Work with accounting team members to prepare and analyze financial reports, budgets, and forecasts
• Collaborate with finance team members and senior management to develop business plans and evaluate proposals
• Rotate in areas like ERP, Production, Operational Excellence, and Supply Chain

Rotational Development Program, Accounting & Finance

• Invoice Review & Processing: Audit project-related invoices, subcontractor invoice and applications, and service orders for mathematical accuracy
• Project Financial Analysis & Cost Control: Monitor budget versus actuals, identifying potential cost overruns
• Cross-Functional Collaboration: Liaise with Operations to review project financial performance
• Reporting & Analytics: Maintain reporting on contractor disputes, project cost variances, and realized savings

Finance Analyst

• drive technology programs that involve cross-organizational and strategic initiatives including Ai, Infrastructure & Cloud, Security and Regulatory business initiatives in the Investment Management space
• align technology projects with strategic business goals
• drive to success scalable, secure, and cost-efficient cloud solutions
• manage conflicts with multiple stakeholders while keeping the project goals in focus
• lead programs that span across global development locations and understand current state challenges, course correct and drive to completion

VP II – IT Planning & Strategy

• Overall responsibility for supplier on-boarding documentation function, improving time-to-revenue while ensuring an adequate control environment.
• Directly supervise our offshore contractors involved in the function.
• Work with Supply Chain Finance (SCF) team members, broader MUFG functional partners, vendor platforms, and internal/external/foreign counsel.
• Analyze current processes for improvement
• Monitor team performance vs. SOW
• Weekly/Monthly reporting as required on special programs e.g. Dynamic Discount
• Maintain and adjust Standard Operating Procedures
• Define requirements for system enhancements including workflow tool and e-doc platform
• Directly manage offshore team and conduct daily meetings with offshore contractors to review suppliers in progress; ensure deals in flight are assigned and tracked
• Oversee special Onboarding requirements for foreign suppliers, liaising with foreign counsel as needed
• Work with cross-functional teams to achieve completion of supplier onboarding on a timely basis, leading regular cross-functional meetings (i.e. SCF Acquisitions, Operations, Legal etc.)
• Liaise with KYC teams as needed to review and escalate issues
• Oversee RCSA updates and serve as business lead for quarterly control testing
• Review and approve UCC filings/collateral descriptions and work with external/internal Legal counsel and SCF Acquisitions to resolve outstanding conflicting claims
• Utilize and approve Onboarding process steps in multiple internal/external systems
• Provide guidance for onboarding activities for TPS and two fin-tech platforms with similar but different Onboarding steps
• Final review of documentation received from supplier for completeness and correctness: work directly with supplier, counsel, operations, and/or SCF Acquisitions to resolve any issues

Supply Chain Finance – Assistant Vice President

• Function as the Financial Planning and Analysis consolidations lead for Products & Services and Data & Analytics
• Serve as an advisor and report directly to the CFO responsible for a $1B+ capital and expense portfolio
• Consolidate the month end financials, forecasts, multi-year plans, and budgets
• Drive process improvements, innovation, and the implementation of best practices in financial operations and consolidations
• Represent the team in cross-functional efforts and assist in ad-hoc requests as needed
• Manage and develop an analyst and lead budgeting and forecasting within DDAT Admin

Senior FP&A Manager

• Lead the preparation of annual budgets and monthly forecasts of all MMA National departments
• Prepare and distribute monthly financial performance materials to MMA National stakeholders
• Analyze variances to prior periods, budget and /or forecast as needed
• Approve expenditures for the MMA National departments
• Work with Marsh corporate, Marsh Tech and Marsh Risk to coordinate intercompany charges and allocations to MMA
• Lead the compilation & communication of MMA National allocated expenses to our regional operations

Corporate Financial Analyst

• Design and teach undergraduate college-level financial literacy and planning courses in the Management Department
• Address issues in a timely manner demonstrating excellent problem-solving and decision-making skills
• Work independently, lead projects and collaborate with team members
• Utilize superior communication skills, both verbal and written
• Attend the West Point Lab for Economic Security and provide end-of-semester reports on cadet performance

Financial Planning and Analysis jobs in Connecticut

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Senior Financial Consultant – Enterprise Technology Finance

Senior Financial Analyst

Manager, Financial Analysis – Personal Insurance

Senior Strategic Planning Manager

Reserving, Global Specialty Financial Lines

Talent Manager – Finance & Accounting

Senior Advisor, Enterprise CX Strategic Planning

Financial Advisor

Financial Advisor – Central Shoreline Market

Tax Senior Manager – Financial Services, Asset Management

Senior Accountant – Financial Controls

Senior Financial Analyst – Corporate FP&A

Senior Financial Analyst

Rotational Development Program, Accounting & Finance

Finance Analyst

VP II – IT Planning & Strategy

Supply Chain Finance – Assistant Vice President

Senior FP&A Manager

Corporate Financial Analyst

Management Instructor, Finance