Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Planning Analyst

Coda Search│Staffing

A client of our firm is a Multi-Billion Commercial Service Firm that just opened a newly created role due to growth seeking an Senior Analyst - FP&A. They have Nationwide operations with this roles responsibilities including Corporate Finance, FP&A, and Finance Initiatives. Responsibilities included but not limited to: Prepare strategic budgeting, forecasting, and planning for monthly, yearly, and long-term reporting Create financial models for Revenue and P&L forecasting, and analyze key performance indicators Identify risk and advise senior leadership on initiatives Develop financial metrics to track progress and performance across the company's financial operations Perform recommendation-oriented analysis on the strategic, operational, and financial impacts of firm actions, effectively communicate outcomes/strategic scenarios to management Create and present key business insights to C-Suite executive management team Requirements: Bachelor's Degree is a must, Economics or Finance is needed; Master's is a Plus At least 3 years of FP&A experience, ideally focused on Services, Commercial, Industrial or Manufacturing Strong Excel Experience including Financial Modeling and Analysis #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Planning Analyst in Wausau, WI vacancy
  • $105.63k - $130.49k

     ...inspired people doing extraordinary things.YOUR OPPORTUNITYAs the Financial Analyst III/Sr. Financial Analyst you will support a growing custom...  ...custom unit requires detailed cost analysis, operational planning, and financial oversight, creating a dynamic environment for... 
    Suggested
    Full time
    Work at office
    Worldwide

    Greenheck Group

    Schofield, WI
    1 day ago
  •  ...Overview: The FP&A plays a critical role in shaping the company’s financial future. This position will be responsible for conducting...  ...analyses of information affecting budgets, forecasts, and strategic plans. By translating complex data into actionable insights, the role... 
    Suggested

    Patriot Mobile

    Wausau, WI
    4 days ago
  •  ...TheKey is seeking a Financial Analyst to support planning, forecasting, and financial modeling for our home care business. This role focuses on translating KPI trends into actionable insights while maintaining data integrity across census, billable hours, utilization,... 
    Suggested
    Hourly pay

    Lifematters

    Wausau, WI
    4 days ago
  • $70k - $100k

     ...projects across their development and construction pipeline. This Financial Analyst role is part of a rotational development program designed to...  ...finance, capital project management, and financial planning. Reporting to the VP of Finance, you'll gain hands‑on exposure... 
    Suggested
    Rotational program
    Full time

    Clarity Recruitment

    Wausau, WI
    4 days ago
  •  ...The Financial Analyst - Budget supports the Finance Department with responsibilities related to budgeting, financial reporting, and analysis...  ...in decision-making, operational efficiency, and long-term planning efforts across the District. Job Responsibilities Assist in... 
    Suggested
    Work experience placement
    Work at office

    North Texas Municipal Water District

    Wausau, WI
    3 days ago
  • $78k - $90k

     ...decisions. This position plays a critical role supporting strategic planning, forecasting, and variance analysis to key Business leaders,...  ...to gather inputs and pressure test assumptions. Analyze financial performance including actual results compared budget, forecast... 
    Full time
    Temporary work
    Part time
    Local area

    Aon

    Wausau, WI
    1 day ago
  •  ...Overview The Senior Financial Analyst plays a critical role in maintaining the company’s long range planning model, bank reporting, monitoring credit agreement covenant compliance, capital structure analytics, KPI monitoring, capital expenditure tracking, competitive... 

    Lumexa Imaging

    Wausau, WI
    3 days ago
  • $75.71k - $82.43k

     ...Job Description Job Description The Senior Financial Analyst Opportunity: The Senior Financial Analyst is responsible for advanced financial...  ...Retirement System (WRS). The WRS is a hybrid defined benefit plan. It contains elements of both a 401(k) or defined... 
    Full time
    Temporary work
    Local area

    North Central Health Care

    Wausau, WI
    20 days ago
  •  ...Huntington Bank is seeking a Financial Relationship Banker in Flatonia, TX. This role requires excellent customer service to help individuals achieve their financial goals through proactive banking solutions. The ideal candidate will have a High School Diploma or GED and... 

    Huntington Bank

    Wausau, WI
    4 days ago
  •  ...support and coverage to branch banking team members and building and maintaining relationships with members to help them achieve their financial goals. The role is expected to identify their financial needs and offer appropriate solutions, such as opening new accounts,... 
    Hourly pay
    Full time
    Contract work
    Work at office
    Shift work

    JSC Federal Credit Union

    Wausau, WI
    1 day ago
  • Purpose: While projecting a professional image; interact with new and existing customers and match services that best fit their individual needs. Maintain and service an existing client base of business. Respond to inquiries and resolve issues. Essential Functions: Ensure...
    Work experience placement

    Armstrong Bank

    Wausau, WI
    5 days ago
  •  ...service to a diverse clientele. This role requires a minimum of 15 years of business banking experience, with strong knowledge of financial regulations and lending practices. The ideal candidate will excel in cross-selling various banking services and ensure high levels... 

    SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION

    Wausau, WI
    4 days ago
  •  ...customer experiences by building and maintaining lasting relationships with existing and prospective customers. You will recommend financial solutions across the customer lifecycle using a consultative sales and service approach. The role emphasizes risk awareness and... 

    Fifth Third

    Wausau, WI
    1 day ago
  • Job Details Job Location: Whitesboro Branch - Whitesboro, TX 76273 Position Type: Full Time First State Bank’s mission is to treat the community as our home, customers as our neighbors, employees as our family, and by so doing, create value for our shareholders. Our Core...
    Full time
    Work at office

    First State

    Wausau, WI
    3 days ago
  •  ...experience by identifying opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners to grow...  ...protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Wausau, WI
    5 days ago
  •  ...Consumer Banker; Consumer Banking; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 09/02/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates... 
    Local area

    BOK Financial

    Wausau, WI
    4 days ago
  •  ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow...  ...protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Wausau, WI
    1 day ago
  •  ...WI, and requires relocation to the area. We recruit nationally and provide financial relocation assistance. Epic is located just outside Madison, Wisconsin. As a Financial Performance Analyst, you'll be working to ensure the financial success of some of the nation's largest... 
    Work experience placement
    Work at office
    Relocation
    Visa sponsorship
    Relocation package

    Epic

    Wausau, WI
    1 day ago
  •  ...to consistently deliver advice-based solutions that simplify financial complexity to achieve the client’s goals Responsible and accountable...  ...service lines including IM&T, Brokerage, Insurance, Wealth Planning, and Equity Risk Management while collaborating with the... 
    Work at office

    Fifth Third

    Wausau, WI
    3 days ago
  • $95k - $105k

     ...can learn more about us at Position Summary As the Senior Financial Analyst-Manufacturing, you will provide financial leadership and strategic...  ...record of performance management, financial analysis and planning accountability. Excellent analytical and financial modeling... 

    Prelude Growth

    Wausau, WI
    4 days ago
  • Accendra Health is seeking an FP&A Analyst II to join our finance team in a role that supports forecasting, reporting, and expense management across the Pacific Time Zone. You will own financial modeling, monthly close activities, and collaboration with cross-functional... 

    Apria Healthcare

    Wausau, WI
    5 days ago
  • CVS Health is seeking an experienced actuarial professional to design systems that support actuarial functions and provide analyses to inform policy and processes. The role involves developing models, data sources, and analytical tools specifically for Medicare Part D ...

    Hispanic Alliance for Career Enhancement

    Wausau, WI
    3 days ago
  •  ...Dallas, TX seeks a Vice President to join the client advisory team serving ultra-high-net-worth clients. You will oversee investment plans, prepare meetings, and communicate sophisticated wealth topics with clarity. The ideal candidate has a Bachelor’s degree, CFP or CFA... 
    Work at office

    LE0219 SCS Capital Management LLC

    Wausau, WI
    4 days ago
  •  ...Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We... 
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Wausau, WI
    5 days ago
  • $150k - $350k

     ...Job Description It’s about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers... 

    Frost Bank

    Wausau, WI
    3 days ago
  • $64.89k - $158.62k

     ...families. This full-time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well-being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid... 
    Hourly pay
    Full time
    Temporary work
    Local area

    Hispanic Alliance for Career Enhancement

    Wausau, WI
    3 days ago
  •  ...RBC Wealth Management in Dallas is offering a structured 24-month Wealth Planning Associate program designed to train you for a future role as a Financial Advisor. You will act as a paraplanner under supervision, building expertise in financial planning, MoneyGuidePro,... 
    Local area

    RBC

    Wausau, WI
    3 days ago
  • $72.25k - $85k

     ...Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We... 
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Wausau, WI
    3 days ago
  •  ...Wealth Management in Dallas, TX is seeking an experienced Paraplanner to support our advisory team in delivering comprehensive financial planning. This hybrid position combines in-office collaboration with remote work flexibility, serving clients across multiple states.... 
    Work at office
    Remote work

    Jambalaya Group

    Wausau, WI
    12 hours ago
  •  ...management firm serving high-net-worth individuals and families. The Financial Advisor will work directly with high-net-worth clients in a...  ...Advisors partner closely with portfolio management, financial planning, and operations teams to provide an integrated wealth... 

    CORDA Investment Management

    Wausau, WI
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planning Analyst. Be the first to apply!