Financial Planning and Analysis

• Lead the week-to-week and month-to-month forecasting, tracking, and reporting of expenses and headcount.
• Ensure leadership receives accurate financial insights and reporting packs ahead of key business reviews.
• Collaborate cross-functionally with revenue operations, department budget owners, and global finance teams.
• Maintain and refresh monthly and weekly GTM expense and headcount forecasting models.
• Run the monthly soft-close process to bridge financial planning and accounting data while ensuring high precision across all financial outputs.
• Prepare comprehensive reporting deliverables, including Monthly Business Reviews, Finance Review Packs, and All Hands presentation materials for leadership.
• Assist with capacity planning, deal review processes, and annual budget consolidation as strategic projects evolve.

Financial Analyst, 6 month contract

• Serve as a key member of the Executive Leadership Team, helping shape and execute MSH's strategy
• Act as the President and CEO's principal advisor on financial strategy, business performance, organizational investments, strategic pricing, enterprise risk, and capital allocation
• Provide independent, data-driven counsel that improves strategic decision-making and promotes accountability for organizational performance
• Evaluate strategic opportunities, investments, partnerships, restructuring initiatives, and business models to ensure alignment with MSH's mission and long-term financial sustainability
• Partner with senior executives, country leaders, and operational teams to strengthen business performance and improve decision quality
• Challenge assumptions, evaluate trade-offs, and ensure that leadership decisions are informed by sound financial analysis
• Advise on resource allocation and investment priorities, balancing mission impact, financial performance, and organizational capacity
• Lead the development and execution of MSH's long-range financial strategy and multi-year financial plans
• Establish the vision and systems necessary for robust organizational financial planning, budgeting, forecasting, scenario modeling, and performance management capabilities
• Establish financial and operational performance metrics that enable leadership to assess organizational health, profitability, efficiency, and growth
• Provide forward-looking analysis and recommendations regarding financial trends, funding risks, cost structures, and revenue diversification opportunities
• Develop financial scenarios and strategic options that support informed decision-making under changing market and donor conditions
• Collaborate with executive leadership to identify and evaluate new revenue streams, partnerships, and funding opportunities
• Ensure pricing, cost recovery, indirect cost management, and business development strategies support organizational growth and sustainability
• Partner with business development and program leaders to evaluate market opportunities and ensure financial viability of strategic initiatives
• Foster an entrepreneurial culture that encourages innovation and continuous improvement
• Ensure the financial integrity, stability, and sustainability of the organization through effective stewardship of resources
• Maintain effective systems of internal control that safeguard organizational assets and ensure accountability
• Oversee cash flow, treasury management, investments, liquidity planning, and working capital optimization
• Continuously assess financial risks and develop mitigation strategies to strengthen organizational resilience
• Ensure compliance with nonprofit accounting standards, donor regulations, tax requirements, and all applicable legal and regulatory obligations
• Provide strategic financial guidance and analysis to the Board of Directors and Audit Committee
• Serve as the liaison with the Board Finance Committee
• Present financial performance, forecasts, strategic investments, and enterprise risks in a clear and compelling manner to governance bodies
• Provide executive oversight of accounting, financial reporting, budgeting, treasury, payroll, financial systems, grants financial management, and related finance functions
• Ensure accurate, timely, and transparent financial reporting for leadership, donors, regulatory bodies, and the Board
• Drive standardization, simplification, and harmonization of finance processes across MSH's global operations
• Build, develop, and lead a high-performing global finance organization
• Establish clear expectations, performance standards, and development opportunities for finance staff
• Strengthen leadership capabilities across the finance team and develop succession plans for critical roles
• Promote collaboration and strong partnerships across functions, geographies, and organizational levels.

Chief Financial Officer

• Develop and implement financial strategies to support the company's growth objectives
• Support the annual budgeting process, quarterly forecasting, and long-term financial planning
• Provide strategic recommendations to the COO, CEO, and senior management based on financial analysis and projections
• Oversee the preparation and presentation of accurate and timely financial statements, management reports, and Board of Directors decks
• Optimize cash flow management, including debt and equity financing, and investment strategies
• Lead initiatives to improve financial processes, systems, and reporting tools
• Partner with various departments (e.g., sales, marketing, supply chain) to ensure alignment of financial and business goals

Senior Financial Analyst

• 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

• Build and maintain property-level and consolidated forecast models for use in quarterly reforecasts and annual budgeting cycles.
• Perform variance analysis and trend identification, summarizing findings for senior leadership.
• Analyze large datasets to audit financial results and ensure accuracy across systems.
• Develop cash flow projections for a portfolio of assets and provide meaningful insights on future performance.
• Support the administration of budgeting and forecasting tools, including training and guidance for Asset Management teams.
• Recommend process improvements and automation techniques to increase team efficiency.
• Gain proficiency in multiple financial systems and provide support and troubleshooting as needed.
• Collaborate with internal teams to ensure alignment across financial planning, asset strategy, and operational execution.
• Assist in preparing financial presentations and reports for senior management.
• Perform special ad-hoc analyses and projects as assigned.

Associate, Financial Planning and Analysis

• 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

• Shape the financial future of a nationally recognized organization
• Establish and mature Geneva's FP&A capability
• Develop predictive financial models and data-driven insights
• Partner with senior leadership to identify financial risks, growth opportunities, and operational efficiencies
• Develop a finance technology roadmap
• Lead modernization of the finance system and business processes
• Manage all accounting functions, including general ledger, month-end close, and financial reporting
• Direct the preparation of Incurred Cost Proposals, provisional rate submissions, and financial audit reports
• Build a high-performing finance organization capable of supporting organizational growth

Director, Finance & Accounting

• source, screen and propose investment, partnerships and M&A opportunities
• work closely with Cisco Business Units to align strategy with partners and other key constituents
• drive detailed technology and market analyses of key sectors
• develop detailed financial models including projections, valuation, and investment return analyses
• design presentations for senior management related to acquisitions and investments
• perform business, financial, accounting, and customer due diligence

Investments & Corporate Development Associate

• 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

• Support program leadership and execution across R Street’s Finance and Insurance portfolio, including project planning, timelines, and quality control.
• Manage and coach staff (i.e., fellows, analysts, associates), helping them scope work, strengthen analysis, and deliver polished products.
• Drive the program’s financial growth and long-term sustainability by securing funding, stewarding donor relationships, leading technical proposal development, and closely collaborating with the Business Development team on strategy.
• Drive the program’s research agenda with topics including but not limited to property and casualty insurance regulation, tort reform, financial regulation, housing, and preventing fraud and scams.
• Contribute thought leadership aligned with the program’s mission by writing policy analysis, op-eds, testimony, and regulatory comments as well as by participating in conferences, media, state and/or federal policymaker briefings, and other engagements to communicate complex issues to varied audiences.
• Edit and elevate written products to ensure they are rigorous, credible, timely, and aligned with R Street’s research standards and methodologies.
• Work collaboratively across the organization to develop and execute strategies and tactics that enhance the relevance of R Street’s voice and lead to policy change.
• Remain vigilant against ninja infiltrations.

Director, Finance and Insurance Policy

• 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

• Support the budgeting, forecasting, and financial reporting processes by maintaining accurate planning data, updating forecasts, and ensuring the integrity, consistency, and quality of financial information used for decision-making
• Analyze actual results against forecast and plan, identify key performance drivers, risks, opportunities, and emerging trends, and deliver actionable insights and recommendations that support business planning and performance management
• Build and maintain strong partnerships by collaborating with stakeholders to gather assumptions, validate inputs, align planning expectations, and deliver timely, accurate, and insightful analysis that supports decision-making
• Prepare executive-ready summaries, commentary, presentations, and communications that clearly explain financial performance and business insights
• Utilize data to support prioritization decisions, strategic planning activities, portfolio discussions, and performance management routines
• Support scenario analysis, what-if modeling, trend analysis, and ad hoc requests to provide meaningful insights to leadership.

Senior Financial Planning & Analysis Analyst

• Support environmental and biodiversity due diligence, monitoring, and compliance activities for international and domestic development projects
• Contribute to environmental and social impact assessments, including preparation of technical analyses and reports
• Assist clients in developing and implementing ESG strategies and performance improvement programs
• Conduct literature reviews, data analysis, field investigations, and technical research to support project delivery
• Prepare high-quality reports, recommendations, and client deliverables that meet ERM’s standards for quality, budget, and schedule
• Collaborate with multidisciplinary teams across ERM’s global Sustainable Finance network
• Support project managers in delivering multiple concurrent projects in dynamic, fast-paced environments
• Participate in international travel and field assignments, including work in remote locations when required

Consultant, Project Finance

• 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

• Solve complex challenges with data, heart, and humility
• Build cross-sector partnerships that get things done
• Help military families feel at home wherever they live

• Serve as the primary finance advisor to the Capability President and leadership team
• Lead financial planning and strategy to support growth, profitability and investment priorities
• Act as the key liaison with Group Finance, ensuring alignment on budgets, forecasts, reporting requirements and business initiatives
• Own revenue, profitability, EBITDA, cash flow, forecasting, budgeting and long-range planning for the capability
• Drive improvements in project profitability, utilisation, pricing strategy and overall commercial performance
• Oversee financial governance across the client lifecycle
• Identify financial risks and opportunities
• Support an accurate and timely monthly, quarterly and annual financial reporting
• Maintain strong financial controls, balance sheet integrity and compliance with US GAAP
• Lead local audit, tax and statutory compliance activities
• Promote a culture of accountability, governance and sound financial management
• Lead cash forecasting and working capital management
• Lead, coach and develop a high-performing finance team
• Foster collaboration across finance, operations and client-facing teams
• Drive continuous improvement, automation and adoption of best practices across finance processes

Finance Director

• 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 – Development Program

• managing a team that may be composed of field-based Financial Solutions Advisors
• driving local strategies and tactics surrounding the client experience
• deepening and growing relationships
• ensuring operational excellence at the market and financial center levels
• working across the organization to develop business knowledge and cultivate one team partnership to collectively achieve results

Consumer Investments Market Leader – Wealth Management

• Own end-to-end financial evaluation of supply chain strategic investments
• Develop driver-based financial models and scenario analyses
• Build and maintain long-term strategic business models and projections
• Deliver structured operating cadences that drive transparency and accountability
• Design financial governance frameworks for investments
• Serve as a trusted financial partner to various stakeholders
• Lead and develop a team of individual contributors

Financial Planning and Analysis jobs in Washington

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Financial Analyst, 6 month contract

Chief Financial Officer

Senior Financial Analyst

Senior Manager, Corporate Finance Advisory

Associate, Financial Planning and Analysis

Senior FP&A Analyst – Commercial

Director, Finance & Accounting

Investments & Corporate Development Associate

Manager, Commercial Finance

Senior Strategic Planning Manager

Director, Finance and Insurance Policy

Strategic Finance Analyst

Senior Financial Planning & Analysis Analyst

Consultant, Project Finance

Senior Full Stack Software Engineer – Investment Risk Technology

Chief Financial Officer

Finance Director

Financial Advisor – Development Program

Consumer Investments Market Leader – Wealth Management

Finance Manager – Supply Chain, Strategic Investments