Financial Planning and Analysis

• 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 and prepare reporting of monthly, quarterly, and annual results as they compare to past results, current plans, and how they align with future expectations
• Create tracking processes and reporting on key financial initiatives including productivity and new offers
• Build and manage data and visualization reporting in DOMO, our cloud-based reporting platform
• Assist in the creation of financial plans and forecasts used by executives and management
• Be a key member of the financial forecasting and planning team
• Consolidate and report budgets from various Finance team members
• Develop and manage key inputs and assumptions that are used in the budgeting and forecasting process
• Work closely with Finance leaders to develop management presentations for annual plans, quarterly business reviews, and monthly forecasting
• Learn operational processes and how to use data within the systems to drive insights and influence decisions
• Analyze data, including trend and variance analysis, and prepare valuable insights for the business
• Additional duties as assigned

Financial Analyst

• Partner directly with the CFO to reimagine the finance operating model
• Establish and drive a multi-year roadmap for finance transformation
• Stand up and lead transformation management
• Define value-realization metrics to measure and communicate transformation impact
• Coordinate a cross-functional network to drive transformation execution
• Cultivate strong partnerships across IT, finance leadership, and business lines
• Develop training and upskilling programs to build AI and analytics fluency
• Communicate a compelling vision for transformation to various audiences

Head of Finance Transformation

• Partner with senior leadership teams to translate strategic objectives into operational and financial plans.
• Support investment prioritisation activities, ensuring resources are allocated effectively to maximise business value.
• Act as a trusted advisor, providing financial insight and commercial challenge to support decision-making.
• Provide broader business and operational perspectives alongside financial analysis.
• Lead the financial evaluation and quantification of investments designed to improve services, drive growth and enhance profitability.
• Develop business cases and financial models to support investment decisions.
• Track investment performance against approved plans and identify risks, opportunities and required corrective actions.
• Ensure accurate financial reporting, forecasting and planning across Corporate Functions.
• Maintain visibility of financial risks and opportunities, ensuring senior stakeholders are aware of key drivers of performance.
• Ensure an effective financial control environment is maintained across all locations and functional areas.
• Deliver clear, concise and insightful reporting to senior leadership teams.

Lead Specialist, 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

• 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

• 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

• Supports financial analyses related to budgets, forecasting, allocation of expenses, ad hoc analysis for business case development
• Develops and maintains spreadsheets and statistical models for financial analysis
• Prepares a variety of management presentations
• Researches and resolves problems and errors in data from financial reporting systems
• Provides analytical and reporting support for project and portfolio financial management by tracking budgets and forecasts, monitoring spend and producing recurring and ad hoc reports
• Works closely with project managers and finance partners to maintain accurate data, investigate routine variances, and improve the timeliness and consistency of financial information
• Builds and maintains spreadsheets and standard templates, prepares summaries and presentations, and supports planning and close activities under guidance

Technology 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

• Oversee accounting and financial reporting activities related to investments and investment companies (which include property and real estate businesses and Mortenson’s internal VC-type business).
• Review monthly, quarterly, and annual financial reporting deliverables to ensure completeness, accuracy, and compliance with GAAP.
• Research, document and implement technical accounting guidance related to complex transactions and emerging accounting standards.
• Support preparation and review of financial statement disclosures and audit report requirements.
• Ensure accounting treatment and reporting conclusions are appropriately documented and supported.
• Coordinate accounting analyses related to business combinations, asset acquisitions, and other significant transactions.
• Assist with post-acquisition integration activities, including legal entity set up, reporting structures, and financial reporting requirements.
• Partner with internal stakeholders to evaluate accounting implications of proposed business transactions.
• Review and monitor legal entity structures to support reporting, audit, and consolidation requirements.
• Assist in coordinating and managing the external financial statement audit process, including timelines, deliverables, and communications.
• Support internal control initiatives and process documentation to strengthen the control environment.
• Provide direction, supervision, coaching and development for team members responsible for investment and entity accounting activities.
• Establish clear expectations, monitor performance, and support professional growth and career development.
• Review work performed by direct reports to ensure accuracy, quality, and consistency.
• Partner and collaborate with internal teams to understand new transactions and business initiatives and determine appropriate accounting treatment.
• Communicate complex accounting and reporting matters to both financial and non-financial audiences.
• Identify opportunities to improve efficiency, scalability, and effectiveness of accounting and reporting processes.

External Financial Reporting Supervisor

• Identify, develop, and deploy end-user solutions in system implementation
• Ensure business requirements are adequately met
• Provide leadership and advisory services around project management
• Act as a liaison between Avanade clients and consultants
• Document business requirements, system settings, and prepare comprehensive system documentation

ERP Finance Consultant

• Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions.
• Analyze client financial needs and recommend appropriate products via phone and web-based delivery.
• Deliver an engaging client experience to effectively take care of our client's financial and service needs.
• Is proactive with consistent partner communication.
• Works closely to coach and develop branch partners in order to identify investment and insurance opportunities to assist clients in planning for their financial goals.
• Incorporates comprehensive financial planning to ensure review of client's total assets, short and long-term goals, risk tolerance, and timeframes.
• Consistently communicates with clients to provide ongoing financial advice and guidance.
• Leads assigned branch teams on activities to achieve specific branch investment targets.
• Has regular meetings with branch leadership to review new business pipeline, results, and provide specific feedback
• Consistently meets service level agreements on referral contact and follow-up.
• Responsible for business development through branch partner relationships, as well as proactive inbound/outbound calling activities to achieve assigned growth goals as defined by HFA Management Team.
• Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirements
• Completes all assigned firm and regulatory training and continuing education by required deadlines.
• Maintains current knowledge of all available investment and insurance solutions, as well as current economic and market conditions in order to provide the most appropriate recommendations to our clients
• Performs other duties as assigned

Dedicated Financial Advisor – Advice Center

• Design and implement a strategic approach to aggregation and prioritization of the 5-year strategic plan across Operations encompassing Generation, Transmission, Distribution, Gas and Nuclear organizations.
• Develop unique methods, evaluation criteria and solutions to assemble, model and prioritize the capital and operations and maintenance budgets for the multi-year planning cycle.
• Conduct asset and technology lifecycle analysis to inform long-term resource planning and modernization strategies.
• Provide project management and strategic support on cross-commodity planning and execution.
• Lead a team of budget planning professionals and analysts.
• Liaison Operations, the Operating Companies, and CFO organizations to achieve financial and operational objectives.
• Develop and manage a risk-informed project prioritization process, across all projects in the Operations enterprise.
• Influence multi-year budget plans that enable system transformation while balancing system reliability and customer cost.
• Drive change and produce recommendation through continuous improvement of existing analytical structures.

Director, Strategic Planning – Portfolio Analysis

• Conduct research and document business requirements
• Provide analytical and reporting support
• Maintain performance reporting capabilities
• Collaborate with business units and vendors for project execution
• Ensure quality of performance data and oversight tasks

Investment Performance Analyst

• Leads the bank's liquidity management and funding operations
• Oversees daily liquidity positioning and maintains funding strategies
• Ensures compliance with internal policy limits and regulatory expectations
• Partners with finance leadership and ALCO to align treasury activities
• Provides expert analysis, reporting, and recommendations for liquidity and interest rate
• Monitors daily liquidity position and manages funding sources
• Prepares liquidity forecasts and performs stress testing
• Supports ALCO process and assists with interest rate risk modeling
• Analyzes deposit trends, loan growth, and cost of funds
• Supports month-end and quarter-end processes through financial reporting

Senior Financial Analyst

• Perform various duties, such as annual Anoka County budget preparations
• Oversee financial resources and allocation of funds
• Prepare budget analysis and reports
• Monitor spending and create cost-benefits analyses
• Review budget proposals to ensure completeness, accuracy and compliance with County policies
• Evaluate funding requests and provide funding recommendations
• Prepare complex budget reports and analyses
• Administer Anoka County’s performance measurements
• Explain budget and financial policies and procedures to leaders and finance team

Senior Budget Analyst - Finance

• Manage the end-to-end lifecycle of equipment at lease maturity, including customer buyouts, returns, and remarketing activities
• Coordinate equipment repossession efforts, including assignment, logistics, and final disposition of assets
• Partner with internal teams, including Loss Mitigation, to ensure timely and compliant execution of repossession and recovery processes
• Work directly with customers and vendors to negotiate purchase option pricing and facilitate equipment returns and logistics
• Conduct research and analysis of equipment values to support pricing and disposition decisions
• Review and interpret lease agreements and contract documentation to guide decision-making and ensure compliance
• Navigate and execute work within regulated and process-driven environments, ensuring all required documentation and control steps are followed
• Build and maintain strong working relationships across internal teams and external partners
• Utilize multiple internal systems to track activity, document progress, and manage workflow

End of Lease Analyst – Equipment Finance

• Proactively solicit new residential mortgage financing to meet established quality and production goals
• Develop and maintain a strong network of business relationships to ensure a recurring source of mortgage financing referrals
• Enhance the network by regularly participating in business-related development opportunities, community events, visiting mosques, engaging with Islamic community leaders and interacting with professional organizations
• Maintain a thorough understanding of Devon Bank's lending programs, procedures, and regulatory requirements
• Distribute promotional and marketing material to Muslim communities
• Arrange and present educational workshops at mosques, community events, etc.

Islamic Finance Specialist – Originator

• lead cross-functional projects focused on improving sales operational processes and outcomes
• administer the Premium Finance Assurance function
• provide strategic, consultative support to sales leadership and stakeholders
• lead development and implementation of High Net Worth sales programs
• stay apprised of industry landscape and emerging trends

Premium Finance / High Net Worth Director

• 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.

Financial Planning and Analysis jobs in Minnesota

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Financial Analyst II, Senior Financial Analyst

Financial Analyst

Head of Finance Transformation

Lead Specialist, Finance Business Partner

Manager, Commercial Finance

Senior Strategic Planning Manager

Principal Financial Analyst – CST Sales Finance

Technology Financial Analyst

Financial Analyst

External Financial Reporting Supervisor

ERP Finance Consultant

Dedicated Financial Advisor – Advice Center

Director, Strategic Planning – Portfolio Analysis

Investment Performance Analyst

Senior Financial Analyst

Senior Budget Analyst - Finance

End of Lease Analyst – Equipment Finance

Islamic Finance Specialist – Originator

Premium Finance / High Net Worth Director

Claims Finance Analyst