Financial Planning Analyst
$68.9k - $118.05kWolters Kluwer Financial Services
Financial Planning AnalystAs a Financial Planning Analyst, you will be working closely with the Finance Manager & other Senior Analysts to execute specialized financial tasks and ensure the quality of financial reports and analysis to senior leadership and managers. You will be expanding your knowledge and be responsible for your area's overall performance and strategic financial management. This role demands exceptional financial acumen, strategic insight, and leadership skills to ensure the organization's financial objectives are met and exceeded.Responsibilities:Supporting GBS, DXG, Legal, HR, Strategy, and GBCM allocations through VSP, LE, and Budget cycles.Provide Key Insights to Divisional Business Leaders with Enterprise Function expenses.Develop and provide analysis of advanced financial data and emerging trends into high-level financial reports for senior leadership.Support ongoing development and optimization of financial modelsPartner Finance Manager & other Senior Analysts to shape strategic financial decisions.Skills:Advanced Data Entry: Proficient in detailed financial data entry.Financial Analysis: Capable of conducting financial analyses with oversightModeling Support: Skillful in maintaining and updating financial models.Report Generation: Ability to prepare thorough financial reports.Trend Analysis: Skilled at analyzing and summarizing financial trends.Budget Assistance: Assisting in budget preparation and documentation.Research Support: Contributing to economic and financial research activities.Collaboration: Effective in collaborating on team financial projects.Qualifications:A minimum of one year of finance experience, including financial analysis, forecasting, and modeling; experience in software or the IT industry preferredBachelor's degree from an accredited college or universityExceptional analytical insight and the ability to tailor complex messages to the appropriate audience in a collaborative mannerStrong analytical and communication skillsAdvanced Excel formula knowledge with the ability to handle large datasetsVariance analysis of project results and actual resultsProficient with Microsoft Office Suite applications, including Word, Excel, and Outlook. Experience with SAP and planning/reporting software such as Hyperion, Tagetik, Essbase, and PBCS preferredDomestic and international travel as neededOur Interview PracticesTo maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we're getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.Compensation:$68,900.00 - $118,050.00 USDThis role is eligible for Bonus.Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.Additional Information:Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.
$78.4k - $136.95k
Job SummaryAs a Senior Financial Planning Analyst, you will engage in more advanced financial tasks and provide significant support in the analysis and preparation of financial data. Your role will ensure that accurate financial insights are available for decision-making...SuggestedFull timeWork at office$68.9k - $118.05k
...Kluwer’s Digital DNA, streamline processes, decrease costs, and improve the efficiency of centralized service delivery. As a Financial Planning Analyst, you will be working closely with the Finance Manager & other Senior Analysts to execute specialized financial tasks and...SuggestedFull timeWork at office- ...a contribution-minded Senior Accounting Analyst to join our Finance, Accounting & Risk organization... ...supporting SG&A accounting and financial analysis. This role partners closely... ...highly engaged in annual and quarterly planning processes, providing forward-looking analysis...SuggestedFlexible hours
$24.5 - $30 per hour
Busey Bank is seeking a Senior Relationship Banker to drive sales and operational excellence in Wichita, Kansas. The role involves complex transaction handling, customer relationship management, and training of front-line associates. The ideal candidate will have at least...SuggestedHourly pay- ...SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank...SuggestedTemporary workWork at office
- .... Qualifications: Required: One year of previous related experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience considered, veterans welcomed, bilingual is a plus. Proficiency with Microsoft...Flexible hours
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...and including termination.Responsibilities:Works with clients to plan their short and long-term financial goals by building a...Full timeTemporary workWork at officeMonday to FridayFlexible hoursRotating shiftDay shift
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
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$22 - $24 per hour
...relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The... ...offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life...Temporary workWork at officeLocal areaImmediate startFlexible hoursShift work- ...transactions for clients as needed. This role involves having deep conversations with clients to gain in-depth knowledge of their financial priorities and connecting them to solutions that meet their financial goals. This position is open for the entire market and the specific...Shift workWeekend workDay shift
$26.27 - $28.21 per hour
...Description: The Community Solution Education System is seeking a Financial Aid Advisor for the Financial Aid department. The Financial... ...insurance coverage, life and disability insurance, retirement plan with employer contribution, multiple flexible spending accounts...Full timeWork at officeRemote workFlexible hoursAfternoon shift- ...Financial Counselor Schedule: Monday - Friday; 7am to 3:30pm. Do you have the career opportunities as a Financial Counselor you want... ..., life, career and retirement of our colleagues. The available plans and programs include: Comprehensive benefits for medical,...Temporary workWork at officeMonday to FridayFlexible hours
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...management and judgment Be knowledgeable of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles Consultative Selling Qualify potential...Shift work
- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military... ...to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short‑term and long‑term...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...service of investment and insurance products offered by INTRUST Financial Services through third party broker-dealer. May also provide... ...Refer clients to Financial Advisor I’s and II’s when financial planning/advisory conversations are appropriate. • Discuss investment...Full timeContract workBank staffWork at officeLocal area
- ...Financial Advisor Wealth and Trust I am pleased to be called upon by a community bank in the area that trusts my vetting capabilities... ...futures while working alongside a seasoned professional who is planning retirement in the next five years. Our client is interested in...Full timeWork at office
- ...Patient Financial Counselor The Cancer Center of Kansas (CCK) is seeking a full-time, on-site Patient Financial Counselor to join our... ...including: ~ Medical Health Care ~ Dental Care ~ Vision Plan ~401-K with a matching component ~ Life Insurance ~ Short...Full timeTemporary workWork at officeMonday to Friday
- ...Financial Advisor Opportunity Join a 25-year-old Registered Investment Advisor serving 650+ households, managing $1B+ in assets... ...your practice with the help of local and national resources for planning, investments, operations, technology, and compliance....Temporary workInternshipPrivate practiceLocal areaFlexible hours
$100k - $250k
...Financial Advisor Opportunity Wisepath Recruiting (a specialized recruiting division of Wisepath Group) is exclusively retained to... ...®. Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic...Work at officeLocal area$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a...Full timeContract workFor contractorsWork at office- 4 days ago – Be among the first 25 applicants Job Description Financial Advisor Careers at First Command Shaping Positive Financial Behaviors... ...our Nation’s military families and are focused on a financial plan that is constantly evolving to meet short‑term and long‑term...Hourly payMinimum wageFull timeTemporary workFor contractorsTraineeshipInternshipWork at officeLocal areaHome office
- ...Sr. Financial Analyst The Sr. Financial Analyst will report to the FP&A Director and work closely with other Senior Leaders across the... ...budgets, forecasts, and variance reports to support business planning. Develop financial models to evaluate business performance...
$90.23k
...make a difference and change the world. Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives for the enterprise, including budget, forecast, and...Work experience placementH1b- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Job Description Job Description The Financial Aid Counselor plays a vital role in supporting student success by helping students and... ...~ Medical, Dental, and Vision Insurance ~403(b) Retirement Plan ~ Paid Time Off (PTO) and approximately 20 paid holidays/breaks...Work at officeLocal area
- ...Augmentis is assisting our client, a leading aero and industrial gas turbine components manufacturer, in recruiting a Financial Analyst to support plant budgeting, forecasting, monthly closes, and cost analysis. This role offers full relocation assistance and a 30–60 day...Remote workRelocationRelocation package
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