Financial Planning and Analysis

• Facilitate the administration of Truist’s Community Reinvestment Act (CRA) compliance and performance
• Ensure applicable laws and regulations are met by transactional testing and ongoing internal assessments of the institution’s CRA performance
• Provide compliance guidance to internal management based on analysis and interpretation of the regulation and Truist’s CRA performance
• Maintain a high-level of knowledge concerning the CRA regulation
• Research demographic, political and economic variables to support and qualitatively assess Community Development loans, services, and qualified contributions/investments
• Conduct ongoing and ad hoc assessments of the bank’s CRA performance to update internal and Business Unit leadership on projected CRA Rating
• Develop, update, and maintain a Procedures Manual for all established processes
• Provide training to less experienced teammates

CRA Compliance Officer I

• Move beyond compiling data and help tell the story behind the numbers.
• Drive better business partnering and insights, while growing your FP&A leadership and interpersonal skills.
• Own the development and communication of the plan and forecast, financial reporting, operational analysis and executive reviews for Actuals, Business Plan, Commitment View, and Best View.
• Evaluate business results and serve as a functional specialist to the business client to provide strategic guidance and insights during the analysis process.
• Serve as a Subject Matter Expert to complex business performance issues to define and execute action plans.
• Accountable for making decisions and recommendations to ensure the quality and delivery of all the products and services.
• Interpret and evaluate monthly analyses of business trends, including budget variance of financial results and Key Performance Indicators to identify areas of risk and opportunities and provide recommendations.
• Partner with the business to develop costing/profitability models and reports.
• Assess the impact of strategic financial decisions and present recommendations to leadership.
• Design, develop and implement methods and strategies to continually improve processes.
• Assess customer/product profitability and drive profit optimization.
• Develop and assess business cases for pricing on investment decisions, providing insights and support to the business.
• Assess capital requirements, develop capital plan and provide recommendations on capital allocation.
• Present and communicate to all levels of the business.

Senior FP&A Manager

• 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

• Sales Associate role is a full-time, salaried position with sales incentives, paid time off, and best-in-class company-paid benefits
• First-year salary is guaranteed with an uncapped incentive to market and sell various insurance products
• Informed Choice provides inbound and outbound leads and encourages cold calling to increase sales
• Supported by Client Service Representatives to manage and sell to clients

Licensed Health and Life Insurance Professional

• Develop strong, trust-based relationships with clients through consistent communication and service
• Create customized financial plans covering investments, retirement, education, insurance, and estate planning
• Provide tailored investment recommendations and execute trades across a range of financial products
• Monitor portfolio performance, rebalance as needed, and deliver regular performance reports
• Conduct periodic reviews to adjust strategies based on changing client needs and market conditions
• Ensure full compliance with SEC, FINRA, BSA, KYC, and internal policies

Financial Consultant

• Control past due mortgage and equity delinquencies by regularly reviewing member account data, contacting member, and reviewing or documenting the financial situation, to ensure data is accurate, up-to-date and in compliance with government and Navy Federal guidelines
• Ensure required notifications, including collection emails, letters and any applicable state/regulatory letters are sent to members
• Maintain systematic, consistent and reliable notes and contact history information on each member interaction and actions taken on accounts
• Record, track and report member concerns to management
• Notate member arrangements in Collection system, reason(s) for delinquency, and any foreclosure alternatives offered to member
• Track and update action items in database(s)
• Collect, prepare and maintain data for analysis, reports and reference
• Perform manager share transfers (MST) for amounts up to authorized limits
• Obtain detailed financial information from delinquent members and offer solutions and alternatives to bankruptcy/charge-off
• Contact and counsel delinquent members in an attempt to cure delinquency utilizing all payment options and loss mitigation tools offered by Navy Federal
• Analyze, research and resolve problems and discrepancies related to member accounts/loans
• Ensure required notifications, including breach and collection letters, and any applicable state/regulatory/investor letters are sent to members
• Initiate and ensure corrective action to member accounts and/or documentation to ensure complete and accurate documentation
• Respond to inquiries; offer solutions to members, other business units and external organizations
• Communicate external loss mitigation options, including, but not limited to: Making Home Affordable Program such as HARP
• Offer short term property retention solutions including repayment plans, promises-to-pay, forbearance, modifications and deferral programs
• Explain and communicate relinquishing property options such as short sales, deeds-in-lieu, and foreclosure
• Serve as mentor/trainer and provide guidance and assistance to team members
• Research, gather and synthesize data; present conclusions and recommendations to management and/or team members
• Perform other related duties as assigned

Mortgage Specialist III

• Assist in monitoring daily cash positions and supporting weekly cash forecasts.
• Support processing wire transfers and maintaining accurate bank records.
• Help prepare monthly cash reports and assist with reconciliations during close cycles.
• Collaborate with internal teams (e.g., Accounts Payable) to ensure smooth cash operations.
• Develop and maintain short-term cash flow forecasts, identifying key variances and drivers.
• Prepare detailed Cash Flow (LE’s) Forecast to HQ by gathering and analyzing inputs from various teams – such as inventory, AR, AP, operating cash earnings to ensure alignment with the annual plan to determine consolidated needs.
• Prepare monthly cash reporting and support month-end/quarter-end close processes.
• Assist in maintaining the Travel & Entertainment system and support insurance-related tasks, including annual renewals, claims and contract reviews.
• Help ensure compliance with internal policies and support audits as needed.
• Assist in ensuring compliance with internal controls, treasury policies, and support both internal and external audits (JSOX, operational audits).
• Proactively manage and follow up on email correspondence, ensuring timely completion of outstanding items.
• Engage in ad-hoc tasks or small projects to assist the treasury team.

Financial Treasury Accounting Analyst

• Supervise and configure the Finance Section with units to support incident as necessary
• Manage the performance of all financial, administrative, and cost analysis tasks for an incident
• Develop the Finance/ Administration Section’s operating plan
• Create, maintain, and transfer section documentation
• Coordinate with assisting and cooperating agency representatives on finance-related issues
• Develop cost projections for agencies supporting an incident
• Facilitate the procurement of goods and services, to include the issuance of Purchase Orders and Change Orders
• Assist with booking travel accommodations and coordinating travel reimbursements for deployed team members
• Advise the Incident Commander (IC) on financial and administrative matters
• Coordinate and effectively communicate activities with the State Emergency Response Team
• Implement priorities and objectives from State Emergency Response Team Command Staff
• Perform other duties as assigned

OPS Field Finance Section Chief

• Lead people engagement for a designated team.
• Lead and execute on Talent Strategy and Management (Performance, Succession, Capability Building, Coaching, Inclusion).
• Coach and advise business leaders.
• Activate and Execute on Strategies (policies & programs) launched by COE teams.
• Lead Organizational Design & Strategic Workforce Planning.
• Advise on policies and programs launched by COE teams.
• Own the global HR strategy and talent agenda for the function, ensuring alignment to enterprise priorities, financial performance objectives, and workforce outcomes.
• Serve as a trusted advisor to senior leadership, providing data-driven insights and recommendations on organization design, talent strategy, leadership capability, and workforce planning.
• Drive organization effectiveness across the function, including org design, operating model evolution, spans and layers optimization, and team effectiveness.
• Partner closely with Talent Acquisition, Total Rewards, and COEs to design and deploy integrated talent solutions that attract, retain, and develop high-performing Finance talent.
• Lead workforce planning and analytics efforts, translating business strategy into actionable hiring, development, and reskilling plans.
• Drive continuous improvement and transformation of HR processes, tools, and governance to enhance effectiveness, scalability, and employee experience within Finance.
• Oversee employee relations, engagement strategies, and change management initiatives to support business transformation and maintain a high-performing culture.
• Monitor external market trends (talent, capability, and operating models within Finance) and translate insights into forward-looking HR strategies.
• Set the HR communications strategy for Finance, ensuring clarity, consistency, and alignment of key talent initiatives and business priorities.
• Lead cross-functional partnership with Finance leadership, COEs (Talent Management, Total Rewards, Talent Acquisition), and other HR partners to deliver integrated, high-quality outcomes.
• Build, lead, coach, and develop a high-performing HR team , setting clear priorities and driving strong execution and stakeholder partnership.

Director, HR, Finance & Legal – Orthopedics

• Lead people engagement for a designated team.
• Lead and execute on Talent Strategy and Management (Performance, Succession, Capability Building, Coaching, Inclusion).
• Coach and advise business leaders.
• Activate and Execute on Strategies (policies & programs) launched by COE teams.
• Lead Organizational Design & Strategic Workforce Planning.
• Advise on policies and programs launched by COE teams.
• Own the global HR strategy and talent agenda for the function, ensuring alignment to enterprise priorities, financial performance objectives, and workforce outcomes.
• Serve as a trusted advisor to senior leadership, providing data-driven insights and recommendations on organization design, talent strategy, leadership capability, and workforce planning.
• Drive organization effectiveness across the function, including org design, operating model evolution, spans and layers optimization, and team effectiveness.
• Partner closely with Talent Acquisition, Total Rewards, and COEs to design and deploy integrated talent solutions that attract, retain, and develop high-performing Finance talent.
• Lead workforce planning and analytics efforts, translating business strategy into actionable hiring, development, and reskilling plans.
• Drive continuous improvement and transformation of HR processes, tools, and governance to enhance effectiveness, scalability, and employee experience within Finance.
• Oversee employee relations, engagement strategies, and change management initiatives to support business transformation and maintain a high-performing culture.
• Monitor external market trends (talent, capability, and operating models within Finance) and translate insights into forward-looking HR strategies.
• Set the HR communications strategy for Finance, ensuring clarity, consistency, and alignment of key talent initiatives and business priorities.
• Lead cross-functional partnership with Finance leadership, COEs (Talent Management, Total Rewards, Talent Acquisition), and other HR partners to deliver integrated, high-quality outcomes.
• Build, lead, coach, and develop a high-performing HR team, setting clear priorities and driving strong execution and stakeholder partnership.

• Lead people engagement for a designated team.
• Lead and execute on Talent Strategy and Management (Performance, Succession, Capability Building, Coaching, Inclusion).
• Serve as a trusted advisor to senior leadership, providing data-driven insights and recommendations.
• Drive organization effectiveness across the function.
• Build, lead, coach, and develop a high-performing HR team.

• Act as a Finance Business Partner for assigned business areas
• Lead core planning and reporting rhythms, including monthly reporting, forecasting, budgeting, variance analysis and management reporting
• Translate financial data into clear narrative and insight for senior leadership, board and committee materials
• Support business decisions through financial modelling, product profitability, revenue analysis, vendor performance review and scorecards where relevant
• Work with HR Business Partners and business leaders on headcount, compensation forecasting and capacity planning
• Identify opportunities to improve data quality, reporting processes, planning methods and use of finance tools
• Contribute to the Finance team's longer-term maturity journey, including stronger data governance and future AI-enabled analysis

Finance Business Partner

• 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

• work cross-functionally with business stakeholders to identify operational pain points and architect holistic, forward-thinking technical and artificial intelligence enabled solutions
• perform the duties of a Financial Data Integration lead, developing and maintaining the processes, standards, and data quality of all technical solutions
• challenge the status quo, run process redesign workshops, and translate complex business requirements into actionable technical specifications for development teams following structured software development lifecycle (SDLC) processes
• engage technical and business teams end-to-end to drive shared ownership, reduce errors, and accelerate the financial time-to-close
• collaborate with leadership, multiple business stakeholder groups, and IT to gain alignment, handle change requests, and provide executive updates
• deeply understand operational pain points, conduct root-cause analysis, and recommend multifaceted solutions spanning process, people, and technology
• develop, optimize, and monitor processes and standards for all interfaces as part of technical solutions
• facilitate cross-functional workshops and process redesign sessions to minimize financial errors, design optimized future-state processes or technical solutions
• translate business requirements into detailed functional and technical specifications, collaborating closely with IT and development teams throughout the Agile/Software Development Lifecycle (SDLC)
• set priorities, maintain delivery accountability, and foster a high-performance team through coaching, mentoring, and removal of blockers
• oversee User Acceptance Testing (UAT) alongside business owners to validate technical solutions
• manage data quality and governance by evaluating monthly and annual enhancement change requests, aligning Business Data Stewards, the Finance Data Governance Office, and IT to maximize data quality and maintain compliance
• standardize KPI definitions, business logic, and data lineage documentation across Finance organization to eliminate manual variances and establish a single source of truth
• secure executive alignment by preparing data-driven presentations and providing regular status updates to senior leadership
• act as an effective change agent, utilizing standard change management approaches, to ensure smooth adoption of new technical solutions and streamlined processes

Senior Manager, Business Transformation Finance

• Support financial management activities for a complex program, including budgeting, cost tracking, forecasting, and reporting.
• Monitor program financial performance against budget, funding, forecast, and actual cost data.
• Support earned value management-related cost tracking and performance reporting, as applicable.
• Utilize Deltek Costpoint to support financial data collection, reporting, reconciliation, and analysis.
• Assist in preparing monthly, quarterly, and ad hoc financial reports for program and corporate leadership.
• Analyze cost variances, spending trends, burn rates, and forecast changes and provide recommendations to management.
• Coordinate with program managers, control account managers, schedulers, accounting, and contracts personnel to support integrated financial management.
• Assist with estimate to complete and estimate at completion updates.
• Track labor, material, travel, subcontract, and other direct cost elements.
• Support financial close activities, accruals, reporting cycles, and reconciliation efforts.
• Monitor funding status and assist in identifying potential funding shortfalls or overrun conditions.
• Help ensure program financial data is complete, accurate, and aligned with contract and internal reporting requirements.
• Support audits, reviews, and data calls related to program financial performance.
• Contribute to process improvements in financial reporting, tracking, and analysis.

Senior Financial Analyst

• Lead strategy, delivery, and ongoing optimization of Supply Chain Finance, ensuring alignment with business objectives and IT standards.
• Own and support Intercompany financial processes and system integrations, including eliminations, transfer pricing support, and cross‑entity transactions.
• Lead solution architecture and design for SAP S/4HANA Supply Chain Finance capabilities, including Intercompany, Product Costing, Material Ledger, Inventory Valuation, Manufacturing Finance, Profitability Analysis, and Financial Planning processes.
• Partner with Finance, Manufacturing, Planning, and Supply Chain leaders to translate business requirements into scalable SAP S/4 solutions and integrated business processes.
• Provide technical leadership to project teams, system integrators, and offshore delivery partners, ensuring solution quality, design consistency, and successful delivery.
• Ensure systems meet SOX, audit, and data governance requirements, maintaining strong controls and documentation.
• Lead and develop a team of IT professionals and managed service partners, fostering high performance and accountability.
• Collaborate with enterprise architecture and cybersecurity teams to ensure solutions are secure, reliable, and future‑ready.

Senior Technology Manager, Supply Chain Finance

• Lead strategy, delivery, and ongoing optimization of Supply Chain Finance
• Own and support Intercompany financial processes and system integrations
• Lead solution architecture and design for SAP S/4HANA Supply Chain Finance capabilities
• Partner with Finance, Manufacturing, Planning, and Supply Chain leaders to translate business requirements
• Provide technical leadership to project teams, system integrators, and offshore delivery partners
• Ensure systems meet SOX, audit, and data governance requirements
• Lead and develop a team of IT professionals and managed service partners
• Collaborate with enterprise architecture and cybersecurity teams

Senior Technology Manager, SC Finance

• This is an exciting opportunity to help shape the quality of health care in Florida.
• We are seeking to hire a Financial Specialist who desires to work to enhance the delivery of health care services through the Florida Medicaid Program.
• This position requires a candidate who is creative, flexible, innovative, and who will thrive in a fast-paced, team based work environment.
• This position is located in the Bureau of Medicaid Program Finance (MPF).
• MPF manages and projects Florida’s $33.8 billion Medicaid Services budget, oversees financial reporting of the Agency’s contracted Medicaid health plans, calculates both institutional and non-institutional Medicaid reimbursement rates, and disburses supplemental payments to Medicaid providers.
• This position is responsible for planning, development and analysis activities around the Low Income Pool (LIP) programs, Disproportionate Share Hospital (DSH) programs, Graduate Medical Education (GME) programs and physician supplemental payment (PSP) programs.
• The financial specialist will apply financial, accounting, and economic skills to these highly complex programs.
• The employee in this position will take the lead in overseeing, tracking and monitoring all aspects of the DSH and GME program.
• The position requires high intermediate to Expert/Advanced Excel experience with experience in Access or other data base programs including programming exposure a plus.

Financial Specialist

• Compiling the monthly forecasting and annual budgeting process
• Analyzing actual results and building accurate future expectations
• Owning the design, deployment, and ongoing improvement of AI-enabled analytics and reporting solutions
• Performing and enhancing revenue, margin, and operating profit (OP) variance analyses
• Identifying high-value opportunities to automate recurring finance activities
• Managing and automating sales commissions reporting and analytics
• Serving as a bridge between Finance and IT/Data teams to integrate ERP, CRM, pricing, and commissions systems into automated reporting solutions

• Responsible for working with high-net worth individuals identifying needs and developing relationships
• Reviewing financial goals and delivering comprehensive recommendations that align with client goals
• Collaborating with and being mentored by Merrill Financial Advisor Teams
• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizing sourcing prospective clients and capitalizing on referrals
• Recommending investment products and services suitable for prospects based on their objectives
• Balancing investment growth, referral activities, and personal growth and development
• Completing mandated training, assessments, performance goals and continuing education requirements

Financial Planning and Analysis jobs in Florida

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CRA Compliance Officer I

Senior FP&A Manager

Lead Supply Chain Finance Analyst, Wind Services

Licensed Health and Life Insurance Professional

Financial Consultant

Mortgage Specialist III

Financial Treasury Accounting Analyst

OPS Field Finance Section Chief

Director, HR, Finance & Legal – Orthopedics

Director, HR, Finance & Legal – Orthopedics

Director, HR, Finance & Legal – Orthopedics

Finance Business Partner

Manager, Commercial Finance

Senior Manager, Business Transformation Finance

Senior Financial Analyst

Senior Technology Manager, Supply Chain Finance

Senior Technology Manager, SC Finance

Financial Specialist

Senior Financial Analyst

Financial Advisor