Financial Planning Specialist
Virtual Vocations Inc
Supporting grants management and financial forecasting in a remote full-time capacity, the Financial Planning and Analysis Specialist will manage grant budgets, assist in budget administration, and coordinate financial operations across multiple entities. Key responsibilities Support all NDWA grant budgets and reports, ensuring compliance and high-quality data management Assist with quarterly forecasts and budget variance analysis to support strategic planning Coordinate financial operations between NDWA and Care in Action, ensuring compliance with financial regulations Required qualifications Bachelor's degree in finance, accounting, or a related field 1-2 years of nonprofit financial management experience, particularly with grant management Working knowledge of GAAP and nonprofit audit requirements Proficiency in Excel, Financial Edge, Salesforce, and Google Workspace Alignment with the mission and values of NDWA and Care in Action, particularly regarding low-wage workers and immigrant communities
- Role Description Here at Traction Forge Financial, leveraging the strength of GFI, we strive to put the needs of your family in the forefront... ...00 companies, we are able to provide a complimentary financial plan for anyone who needs help. This is an opportunity for those...SuggestedFull timeTemporary workPart timeFlexible hours
$75k - $95k
...management firm in West Hartford that works with high-net-worth clients. As their client base expands, they’re adding a Financial Planning Specialist to support their Senior Financial Planner. This is an excellent opportunity for someone with 2+ years in financial planning...SuggestedLocal areaMonday to Friday- ...Financial Planning Specialist page is loaded## Financial Planning Specialistlocations: San Antonio, TX - Downtown: Houston-Varies: Dallas-Varies: Austin-Variestime type: Full timeposted on: Posted Yesterdayjob requisition id: R260079# **Job Description*****It’s about supporting...Suggested
$90k - $105k
...Altfest Personal Wealth Management, a leading independent wealth management firm, is seeking a Financial Planning Specialist to join our advanced planning team to help Financial Advisors formulate and implement investment and financial planning advice. This role is designed...SuggestedTemporary work- ...people to get around. Job Description Ultium Cells seeks a Financial Specialist who is responsible for collecting and studying the financial... ...Not Limited To Assist with the budget preparation, financial planning and forecasting update Develop the yearly budget, pro forma...SuggestedFree visa
- ...Responsibilities Operate within the Centralized Planning Team to build, present (internally) and analyze financial plans for our clients. Create comprehensive financial plans based on individual client needs, integrating aspects such as savings, investments, tax planning...Work at office
- ...Overview WHO are we looking for? CAPTRUST is seeking a Financial Planning Specialist who will deliver high-level customer service to clients of the firm. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Responsibilities...Temporary workFlexible hours
$31.25 - $43.27 per hour
...Financial Planning Specialist Location: Orange, CA About the Practice We are a client-focused financial planning practice dedicated to helping individuals and families pursue their financial goals through comprehensive planning, personalized advice, and exceptional...Full timeWork at officeHome officeMonday to Friday- ...enter our campus recruiting and entry-level process for position offers being made for 2026*** What does it mean to be a Financial Planning Specialist at GLS? As a Financial Planning Specialist, you will support several functions that contribute to the overall...Temporary workCasual workImmediate startMonday to FridayAfternoon shift
- ...our ~10,000 employees to drive exceptional results for our company, the energy industry and our community. As a Financial Planning & Analysis Specialist you will assist with the preparation of the monthly plan and earnings forecasts, provide support for the annual...Work at officeLocal areaImmediate start
- ...Support financial planning efforts by partnering with investment professionals. Gather and analyze client financial data, prepare planning materials, and coordinate with external professionals to deliver comprehensive financial solutions. This is an internal support role...Local area
- ...while having a lot of fun along the way. Job Overview The Financial Analyst Specialist is responsible for budgeting, forecasting, financial analysis... ...with internal partners to develop Annual/Seasonal plans. Provide guidance in season to ensure established budgets...Temporary workSeasonal workWork at officeFlexible hours
- ...Financial Planning & Analysis Specialist Manager will lead the business planning process across all lines of business. Also responsible for preparing and supervising the preparation of the financial reporting and analysis. Essential Duties and Responsibilities...Work at office
- ...updates, reviews, and variance analysis. Prepare and present monthly and quarterly financial results with clear, authentic, and actionable insights. Support investment tracking, headcount planning, and spend transparency to enable agile, data‑driven decisions. Deliver...
- ...the environment. A commitment to Real. Simple. Better™ drives our innovation team to discover new, on trend solutions. Financial Planning Specialist You will be responsible for delivering actionable financial insights through analysis, modeling, and reporting. This critical...H1bLocal areaRemote workRelocation
- ...Are you detail-driven, collaborative, and passionate about supporting advisors with smart financial planning solutions? If you’re excited to be a go-to resource who helps move cases forward, this could be a great fit. Gradient Financial Group is a financial services organization...Work at officeRemote work
$75k - $124.5k
...enabling innovation and value creation within a technology-driven Utilities & Energy environment. The position provides end-to-end financial planning, analysis, and operational support across actuals, budgets, forecasts, and long-range plans. By delivering clear insights,...Work at officeShift work- ...At Ameriprise Financial, we’re not just in the business of helping clients with their financial... ...Franchise owner. Job Description The FP Specialist will assist the financial advisor in... ...of a fast-paced—and friendly—financial planning office. The FP Specialist will work as an...Full timePart timeWork at office
- ...Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable...Work at office
- ...Leads or supports accounting operations, ensures accurate financial reporting, and supports compliance and strategic planning. Manages or supports budgeting processes, analyzes resource allocation, and supports financial planning and reporting. Duties and Responsibilities...
$65.9k - $90k
...Senior Financial Analyst Essential Duties Responsibilities Designs, prepares, and presents financial information to the leadership team to assist with ongoing management and decision making regarding the college's finances and operations Maintains analysis...Work experience placementWork at officeRemote work1 day per week- ...Position Summary The Financial Planning Specialist role supports The Heitkamp Group at Focus Financial in delivering financial planning, investment implementation, and ongoing client service. This role is designed as a training and development position for future lead...Work at office
- ...and Data Analytics team plays a critical role in conducting close-loop data-driven business iterations. As business intelligence specialists and data analysts, our scope of work is not limited to just performance monitoring and reporting, but also in proactively finding...Local area
- ...traditional banking to expand access to inclusive, values-driven financial services. Regulated by the Federal Reserve Bank, it equips... ...counseling, legal, and financial services. Now Hiring: Financial Planning & Analysis (FP&A) Analyst We're looking for a Financial...Full timeTemporary workBank staffImmediate startRemote work
- ...comprehensive benefits package Position Overview: Our client is a successful, boutique wealth management firm seeking a Financial Planning Specialist who plays a critical role in bridging financial planning strategy and operational execution. This position is...Full timeWork at office
$115.92k
...journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the... ..., families, and small businesses. New York Life’s Estate Planning Practice Model¹ training program is designed to provide you with...Contract work$80k - $110k
...Senior Financial Planner, Advisor Services Formative (formerly First Affirmative) Location: Remote or in person New York City... ...on their clients, while we handle the investment operations, planning, and back-office. We strive to be the leading hub for values...Remote jobFull time$100k - $130k
...130k base plus bonuses (Target compensation opportunity is up to $200K) Overview: Our client is seeking a Lead Financial Planning Specialist to lead and develop the planning function within a growing financial services organization in Philadelphia. This person...Work at office- ...Our Mission at Legacy Wealth Financial At Legacy Wealth Financial (powered by GFI) , we operate under the core belief that financial... ...is educating families on essential topics like retirement planning, college funding, and wealth protection. Your Responsibilities...Remote jobPart time
$72.5k - $135.5k
Overview We are seeking a Financial Analysis Specialist Advisor to join our team in Dallas, Texas (US-TX), United States (US). This role supports... ...Month-end close cycle and variance analysis Annual planning, quarterly bottoms-up forecast cycle, and analysis Weekly...Contract workTemporary workRemote workFlexible hours
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