Strategic Financial Planning Specialist
Canadian Pacific Kansas City
Canadian Pacific Kansas City (CPKC) is seeking a Specialist, Financial Planning to partner with Operations leadership and lead budgeting, forecasting, and performance management for a key portfolio. You will own the annual budget, drive forecasts, develop detailed analyses, and provide insights to guide operational decisions while collaborating with stakeholders across the organization. This role offers visibility and impact in a dynamic rail operations environment. #J-18808-Ljbffr Canadian Pacific Kansas City
- CPKC in Kansas City, MO, is seeking a Specialist, Financial Planning, to serve as a strategic finance partner to Operations leadership. You will own the annual budget, lead forecasting activities, and deliver meaningful financial analysis that informs data-driven decisions...Suggested
$64k - $80k
Busey-Bank-2 is seeking a Financial Planning Specialist II in Kansas City, responsible for gathering and analyzing client information for financial plans. The ideal candidate will have a Bachelor’s degree in Finance, with a CFP designation preferred and 2-4 years of financial...Suggested$64k - $80k
Position Summary The Financial Planning Specialist II has the primary responsibility of gathering all pertinent information for financial plans, analyzing the information, preparing financial plans, and reviewing the plan results with the Wealth Advisor and the client....SuggestedTemporary workWork at officeLocal areaFlexible hours- What You'll Be Doing The Financial Planning Specialist works with Financial Advisors to gather all applicable data and prepare and explain financial plans to clients and prospects. This position may thoroughly review financial plans created by some department associates...Suggested
- Stifel Financial Corp. is seeking a Financial Planning Specialist to work with Financial Advisors to prepare and explain comprehensive financial plans for clients and prospects. The role includes presenting plans, training staff on MoneyGuide, and supporting branches with...Suggested
$64k - $80k
Busey Bank in Kansas City is seeking a Financial Planning Specialist II who will be responsible for gathering information for financial plans and analyzing it with Wealth Advisors. This role requires strong communication skills and a Bachelor's degree in a finance-related...- Jobtailor in Missouri seeks a planning advisor/paraplanner to translate advisor-submitted data into structured planning proposals addressing retirement income, longevity and tax planning needs. You will design modular recommendations showing how asset management, annuities...
- Epic, based near Madison, WI, is seeking a Financial Analyst to work strategically with Epic's customers. The role will own all financial aspects of the... ...Bachelor's degree in Finance or related majors and experience in financial planning, with a track #J-18808-Ljbffr EpicRelocationRelocation package
- Garney Construction is seeking a Corporate Development & Strategic Investments Associate to support strategic growth and capital activities... ...on transactions including mergers, acquisitions, and financial modeling. The ideal candidate holds a Bachelor’s degree in Finance...
- Commerce Bank in Kansas City, MO seeks an FP&A Analyst to support financial planning, budgeting, and forecasting. You will collaborate with... ...developing financial models and providing data-driven insights for strategic decisions. Hybrid in-office schedule applies. #J-18808-...Work at office
- ...Associates is seeking a Finance Associate to drive strategic finance partnership across business units. You... ...leaders to understand goals and communicate financial narratives with clarity. You will work on end-to-end planning, leverage AI to accelerate insights, and help craft...
- ...Gateway is building a national fiber‑to‑the‑home platform and plans to reach 500,000 homes and businesses in the coming years.... ...autonomy, and a strong sense of teamwork. Role Overview The Strategic Financial Associate will support key aspects of Gateway’s financial and...
- ...the University of Missouri-Kansas City (UMKC) owned public radio station, seeks a Finance and Budget Consultant to lead strategic financial planning, budgeting, and accounting activities in support of KCUR. The role serves as a liaison between central finance and KCUR...
- A local internet service provider is seeking a Strategic Financial Associate to manage corporate financial models and support strategic planning. The role requires 2-4 years of experience in private equity or related sectors, strong analytical skills, and proficiency in...Local area
- ...America’s first transnational railroad, is seeking an Analyst, Financial Planning to drive forecasting and budgeting across the Operations... ...and annual budgets, delivering actionable insights to shape strategic decisions. This role emphasizes data-driven analysis, continuous...
- Blue Cross NC is seeking a Principal Financial Advisor to serve as a strategic finance leader at the intersection of financial analysis, business strategy, and enterprise transformation. This highly visible role partners with senior leaders to influence decisions, optimize...
- First National Bank of Omaha is seeking a Senior Financial Advisor to provide comprehensive financial planning and investment management to affluent clients. The... ...objectives and collaborating with internal bank specialists. The ideal candidate will have a Bachelor's degree...
- Canadian Pacific Kansas City is seeking an Analyst, Financial Planning to drive forecasting and budgeting across an operational portfolio. You will partner with operations and finance to deliver data-driven insights and actionable plans that shape the company’s financial...
$55k - $95k
...Wealth Planning AssociateThe OpportunityAs a Wealth Planning Associate with RBC Wealth Management... ...to prepare you for a future career as a Financial Advisor.This role offers a unique... ...collective achievement of our strategic goalsGenerates sustainable shareholder returns...Work at officeLocal areaFlexible hours- ...Financial Support ProfessionalNetrality Data Centers is a growing private-equity backed owner-operator of strategic interconnection properties. With eighteen premier data centers located... ...professional to assist Netrality's Financial Planning & Analysis function. This position...Temporary workWork at office
$90.23k
...complex infrastructure challenges. We're seeking a Senior Financial Analyst to serve as a strategic business partner to leadership, helping guide... ...actionable insights. You'll play a key role in financial planning, forecasting, project financial management, performance...Contract workWork experience placementH1bWork at office$77k - $115k
...2026) Day to Day Indeed is seeking a Senior Financial Analyst to join our R&D FP&A team as a strategic partner to our Engineering, Product, and Business... ...role, you will lead financial modeling, headcount planning, growth optimization, and investment ROI analysis...Work experience placementLocal area$55k - $95k
...Job Description Wealth Planning Associate The Opportunity As a Wealth Planning... ...to prepare you for a future career as a Financial Advisor. This role offers a unique opportunity... ...Enables collective achievement of our strategic goals Generates sustainable...Full timeWork at officeLocal areaFlexible hours- ...UMB Financial Corporation in Kansas City, MO, seeks a Senior Financial Analyst to support budgeting, forecasting, and financial planning across lines of business. You will build financial models... ...partners and opportunities to develop strategic analytics within the CFO...
- ...Financial Analyst Advisor / Finance Business PartnerAt Jack Henry, we're more than a technology... ...you.We are seeking a highly skilled and strategic Financial Analyst Advisor / Finance... ...You will develop and implement financial planning frameworks, interpret data to inform...Work at officeLocal areaAfternoon shift
$94k - $137k
...brighter, healthier future for all. The Senior Financial Analyst GSC provides comprehensive... ...for new product launches. Financial Planning & Budgeting: Drive the E2E planning process... ...reporting and SOX governance requirements. Strategic Business Partnership: Serve as the...Hourly payLocal areaRelocation- ...data centers empower our customers’ most strategic growth initiatives, positioning us as a... ...Days Plus Floating Holidays Stock Purchase Plan (SPP) 11 paid Holidays Annually/Holiday... ...leadership and stakeholders to attain financial objectives. By providing accurate, consistent...Immediate startWorldwide
- ...world of work; think of Gallagher.OverviewWe are seeking a Senior Financial & Actuarial Consultant to join our team. The Primary focus of... ...to internal staff and to clients according to their needs and strategic interests, assisting in retaining clients.Assist in the sales...Work at officeLocal area2 days per week3 days per week
- ...team is responsible for quantifying the financial performance of our real estate investments and managing the financial business plan. The team supports the Asset Management team... ...performance, market conditions, and strategic recommendations to senior management and...Work at officeImmediate startFlexible hours
$77k - $202k
...utilization of business applications, enabling clients to achieve their strategic objectives. As a Senior Associate, you will focus on building... ...role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will...Full timeH1b
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