Personal Finance Advisor developing and maintaining client relationships for Desjardins Group. Advising clients on financial solutions and ensuring member satisfaction through effective service.
About the role
- FP&A Analyst managing financial forecasts and business plans for Tenable. Collaborating with stakeholders to provide financial performance insights and support decision making.
Responsibilities
- Use financial planning software applications including Adaptive Insights, Anaplan and Excel, develop annual budgets, monthly and quarterly forecasts and analyze actual results
- Collaborate with cross-functional teams, such as Marketing, Operations and Finance, to ensure alignment between financial objectives and GTM strategies
- Partner with the business unit leaders to identify cost-saving opportunities, evaluate alternative solutions, and optimize expenditure without compromising business objectives
- Prepare regular financial reports and dashboards for stakeholders and senior management
- Communicate performance and trends, providing actionable insights to support data-driven decision making
- May perform other duties and responsibilities that management may deem necessary from time to time
Requirements
- Minimum of a Bachelor’s degree - ideally in Finance, Accounting or Analytics
- 1-3 years of Analyst experience
- Experience with finance and accounting concepts
- Experience with Excel and G-Suite products
- Strong written and verbal communication skills
- A strong work ethic and eagerness to learn
- Ability to be flexible in a fast-paced, deadline driven environment
- Minimal travel may be required
- Able to work a hybrid schedule/onsite location in Columbia MD
- Applicants must be authorized to work for any employer in the U.S. We are unable to provide sponsorship for work visas of any kind at the time of hire, or at any point during employment
Benefits
- medical
- dental
- vision
- disability and life insurance
- 401(k) retirement savings with company match
- employee stock purchase plan
- employee referral program
- flexible spending accounts
- Employee Assistance Program (EAP)
- education assistance
- parental leave
- paid time off (PTO)
- company-paid holidays
- health and wellness events
- community programs
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Personal Finance Advisor developing financial strategies for clients at Desjardins. Building lasting relationships and providing tailored financial solutions to members and clients.
Personal Finance Advisor managing client relationships and providing tailored financial advice in Canada. Advising on investments, loans, and insurance products while ensuring client satisfaction and financial goals.
Senior Financial Analyst supporting treasury and financial planning in a global leader in aluminum and renewable energy, focusing on financial analysis and stakeholder interaction.
Financial Analyst supporting monthly accounting closings at Ipiranga, ensuring data accuracy and providing insights. Collaborating with internal teams to prepare financial reports and presentations.
Finance Manager overseeing financial planning and analysis for Campus, an innovative educational institution. Leading financial modeling and budgeting efforts in a hybrid work setup.
Analista Financeiro Pleno at C2Rio responsible for daily tour closings and financial reporting. Supporting handling team with financial operations aligned to current tariffs.
EPM Consultant delivering enterprise - scale financial consolidation, budgeting, and forecasting solutions with OneStream at Deloitte. Collaborating with finance experts and clients to drive impactful change.
Intern supporting automation and financial modeling tasks for CapLink's financial operations. Focus on data analysis and efficiency improvements using programming languages.
Director of Financial Reporting overseeing global financial reporting function ensuring compliance with US GAAP across international jurisdictions at IGT.