Financial Solutions Advisor guiding clients in achieving financial goals through customized plans and investment strategies at Bank of America. Collaborating effectively while mitigating risks and enhancing client relationships.
About the role
- Manager, Financial Planning & Analysis providing support to business leaders at CNO Financial Group. Overseeing financial planning, business reporting, and EPM tool implementation across the company.
Responsibilities
- Provide direct support to senior-level business or functional leaders.
- Ensure effective financial planning and analysis and proactive business reporting.
- Lead Enterprise level project work and serve as the business lead for a new EPM tool.
- Collaborate with FP&A team and other leaders for plan and forecast cycles.
- Partner with business leaders to develop key assumptions and projections.
- Prepare and analyze reporting of complex financial activities.
- Support financial governance and reporting for large corporate initiatives.
- Maintain adequate documentation and controls over existing processes.
Requirements
- Bachelor’s degree or equivalent in Accounting or Finance; preferably insurance experience.
- 7 years of related experience with Financial Planning & Analysis.
- 5+ years of progressive financial and business management including managing small teams.
- Experience leading and driving large scale projects, timelines, and calendars across cross functional teams.
- Ability to confidently make independent decisions.
Benefits
- medical insurance
- dental insurance
- vision insurance
- 401(k) retirement plan with company match
- short-term & long-term disability insurance
- Paid time-off and corporate holidays
- paid parental leave
- company paid life insurance
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
CFO leading finance function in multi - site manufacturing operations with $100M+ in revenue. Responsible for strategic guidance and financial operations across the organization.
Participate in a Graduate Program in Finance at Mondelēz International, focusing on plant controlling activities and financial planning. Gain on - the - job experience and develop essential skills through rotations.
RBC Investment and Retirement Planner crafting personalized investment plans and solutions for clients. Building relationships to meet financial goals and providing expert financial advice.
Finance Assistant providing key support to IPA's financial operations by handling accounting tasks and maintaining financial records. Assisting with financial reporting and payroll processes while ensuring compliance and smooth operations.
Expert Oracle EPM ARCS Architect leading Oracle EPM ARCS implementations for Group Finance. Collaborating with financial teams to optimize reconciliation processes.
Financial Solutions Advisor within the Advisor Development Program at Merrill Wealth Management. Providing holistic financial advice and guidance to clients through phone - based interactions.
Principal Financial Analyst at Medtronic managing LATAM financial strategies, driving metrics and operational decisions in a leadership role without direct reports.
Financial Solutions Advisor assisting clients with financial planning and brokerage products. Engaging clients to achieve short and long - term financial goals with tailored advice and solutions.
Bioprocessing Senior Financial Analyst partnering with business unit leadership at Thermo Fisher Scientific. Collaborating on financial strategy, analysis, and operational improvement initiatives.