1000 results for Financial Consultant

Certified Financial Planner We are seeking a Certified Financial Planner in Oradell, New Jersey. The role entails providing financial planning services within a CPA firm. You will be responsible for a range of tasks, including processing customer applications, maintaining customer records, and capital management. Responsibilities: • Utilize various accounting software systems for processing customer credit applications accurately and efficiently • Maintain and manage customer credit records using CRM tools • Perform various accounting functions, ensuring accurate and up-to-date records • Participate in the annual budget process, contributing to the development and implementation of budget strategies • Oversee and manage capital, ensuring its effective allocation and utilization • Collaborate with various business units, providing financial planning and management support • Implement and use Adaptive Insights for business planning • Utilize EPM systems for enterprise performance management • Leverage your knowledge of 3M processes and products to enhance financial planning and management • Assist in the development and implementation of accounting functions.

Financial Advisor We are seeking a knowledgeable and experienced Financial Advisor to assist our clients in managing their finances. The Financial Advisor will provide guidance to clients on financial planning matters such as retirement planning, education funding, tax planning, and debt management. The goal of the Financial Advisor is to help clients understand their financial situation and how they can use their resources to achieve their financial goals. Responsibilities:• Guide clients towards strategic decisions by assessing their financial portfolios• Develop appropriate strategies based on the understanding of the clients' financial goals and needs• Provide investment recommendations as part of creating financial plans• Manage risk and return to benefit clients• Regularly conduct meetings with clients to review their progress towards financial goals• Stay well-informed about market trends and economic events• Ensure compliance with all rules and regulations in the industry.

Financial Planning Analyst A wealth management / financial planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: preparing reports, projections and recommendations for financial planning; retirement planning; taxes; estate flowcharts; some investment management duties; working directly with clients; various other duties typical of a financial planner.

Financial Planning Analyst We are seeking a Financial Planning Analyst based in Philadelphia, Pennsylvania. The role involves providing support to our client's advisory team, focusing on the wealth management and financial planning needs of their clients. The successful candidate will be responsible for daily account administration, investment proposal preparation, and performance review, along with assisting in preparing deliverables that cover all areas of Financial Planning. Responsibilities: • Compile reports on portfolio performance on a regular basis• Monitor and update client asset allocations• Conduct due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds• Prepare and coordinate materials for client meetings• Compile quarterly tax projections• Handle account creation and maintenance • Manage money movement including wire transfers and journals• Maintain and update the database regularly• Conduct ad hoc project management • Assist in portfolio performance updates• Provide operational functions to support the Partners and their team. Skills: • Annual Financial Plan• Financial Planning• Financial Reconciliation• Financial Services• Personal Financial Specialist

Financial Planning Analyst We are offering an exciting opportunity for a Financial Planning Analyst in Houston, Texas. You will be instrumental in handling customer accounts, processing financial plans, and supervising new client onboarding. Your role will also include tracking and resolving customer inquiries, and working in a team environment with other analysts. Responsibilities:<ul><li>Conduct in-depth assessments of clients’ financial situations, including income, expenses, investments, and liabilities.</li><li>Analyze clients' financial goals, risk tolerance, and retirement needs.</li><li>Prepare personalized financial plans based on clients' short- and long-term goals.</li><li>Advise clients on retirement planning, including 401(k), IRA, pension plans, and other retirement savings accounts.</li><li>Help clients determine how much they need to save for retirement and create a strategy to meet those targets.</li><li>Plan for retirement income strategies and minimizing tax liabilities in retirement.</li><li>Collaborate with tax professionals and attorneys to assist clients in tax planning and minimizing tax liabilities.</li><li>Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of trusts, wills, and life insurance.</li><li>Provide guidance on charitable giving strategies to support clients’ philanthropic goals.</li><li>Assess clients' insurance needs and recommend policies for life, health, disability, and long-term care insurance.</li><li>Advise clients on managing personal and business risks and mitigating potential financial losses.</li><li>Educate clients on financial products, investment principles, budgeting, and other areas of personal finance.</li><li>Help clients make informed decisions about saving, spending, and investing their money.</li><li>Foster long-term relationships with clients by acting as a trusted advisor and providing continuous guidance.</li><li>Monitor clients' financial situations on a regular basis, making adjustments to plans and investments as needed.</li><li>Review financial plans with clients annually to ensure that their goals are on track and modify strategies based on life changes or new financial circumstances.</li></ul>For immediate consideration, contact [email protected]

Sr. Financial Analyst We are offering an exciting opportunity for a Sr. Financial Analyst in Bloomington, Minnesota. The role is focused on the financial planning and analysis, and improvement of business intelligence planning and reporting tools. You will be working in a dynamic environment and will be responsible for supporting global FP& A activities, automation and process improvements, and working closely with IT and broader finance teams. Responsibilities: • Collaborate with business unit finance teams to establish plans and assumptions for achieving business targets • Support the development of financial plans that align with strategic goals, including analysis of commercial plans and business drivers • Enhance the long-term planning model and ensure its alignment with strategic plan and business objectives • Contribute to the budgeting and forecasting process • Develop and distribute KPI dashboards, automate data and reporting while addressing significant changes in outlook promptly • Carry out scenario analysis, model business scenarios, and develop contingency plans to navigate changes in market conditions • Support the delivery of accurate monthly results, forecast, and budget pack • Ensure month-end processes are relevant, accurate, and timely • Lead efforts to ensure FP& A information systems support the team’s objectives • Analyze new business requirements, customer pain points and gaps, system functionality, current system use and future needs • Support the development of system designs for new or enhanced FP& A business systems • Manage external vendors or partner relationships when working on new system functionality design and implementation.

Financial Analyst If you want to work at a fast-growing company and consider yourself an outstanding candidate, you might be right for Robert Half's new Financial Analyst position. In this Financial Analyst position, you will be tasked with measuring, analyzing, and forecasting performance in conjunction with operating plans and conducting financial modeling on a wide range of financial products. In addition to preparing reports for management, you will help advise management on the distribution of resources to best complete objectives. This Financial Analyst role, which is a permanent employment opportunity, is located in the Greater Philadelphia area. How you will make an impact:<ul><li>Create and maintain financial models and reporting, providing accurate and timely data for decision making</li><li>Analyze metrics and trends to provide insights and recommendations</li><li>Assist with the creation and maintenance of proforma financial statement models</li><li>Participate in the annual budgeting and forecasting processes, contributing to financial planning</li><li>Conduct variance analysis, investigating and explaining differences between actual, forecasted, and budgeted results</li><li>Ensure the maintenance of appropriate internal controls and compliance with accounting policies and procedures</li><li>Perform financial analysis to identify areas for process improvement and enhanced financial performance</li><li>Collaborate across functions as a business partner, guiding data-driven decision making</li><li>Develop and manage Power BI dashboards and reporting for the finance team</li><li>Take on additional responsibilities as assigned, including involvement in cross-functional special projects and ad-hoc modeling.</li></ul>

Sr. Financial Analyst We are offering a long-term contract employment opportunity for a Sr. Financial Analyst in Columbia, Maryland. As a Sr. Financial Analyst, your primary role will be to handle various systems, conduct data analysis, and manage projects efficiently. You will be operating within the healthcare industry. Responsibilities:• Navigating through various systems including PeopleSoft and Hyperion• Using Tableau to create and manage dashboards• Implementing Alteryx for comprehensive data analysis• Applying both operational and financial expertise in daily tasks• Ensuring strong project management across all tasks• Contributing to the revenue cycle process through relevant tasks and responsibilities• Maintaining accuracy and efficiency in all work processes• Handling inquiries and resolving issues promptly and professionally• Monitoring customer accounts and taking appropriate actions when necessary• Processing customer credit applications with precision and speed.

Financial Planning & Analysis Manager We are on the lookout for a Financial Planning & Analysis Manager to join our client's team based in Columbia, Maryland. This role is within the government contracting industry and involves leading the financial planning and forecasting process across various business areas and departments. The successful candidate will collaborate with leadership to align financial goals with business objectives and drive decision-making. Responsibilities: • Develop and maintain complex financial models to aid decision making and scenario analysis• Collaborate with leadership to align financial goals with business objectives• Lead the financial planning and forecasting process, including annual budgeting, monthly forecasting, and long-term financial planning (Profit and Loss, Balance Sheet, Cash Flow)• Monitor key financial metrics, trends, and performance indicators• Forecast cash, maintain 13-week cash modeling and support regular updates and monitoring of cash• Experience with rate variance analysis, speaking to both changes to the rates themselves and impacts to the business at large• Identify and track business risks and opportunities, as well as plans to either mitigate or achieve them• Develop tools, templates, and processes with a focus on ease of use for the user while ensuring information is appropriately detailed

Financial Planning Analyst We are offering an exciting opportunity for a Financial Planning Analyst with an amazing organization located in Peterborough, New Hampshire. In this role, you will be working closely with various teams, taking on a crucial strategic role that involves financial planning, analysis, and general accounting. Your role will be highly analytical and will require the creation of reports and presentations for various company projects. 50% analytics and analyzing50% building financial presentations, projects, reporting and general accounting Responsibilities:This role will be a big strategy role, diving into reports, problem solving, working with various departments and teams, etc. • Diving deep into financial reports for problem-solving and analysis• Creating informative presentations based on your analysis• Undertaking financial planning and analysis tasks• Working with intercompany dynamics and maintaining strong reporting• Engaging in general accounting duties as required• Collaborating with various teams to resolve problems• Participating in various company projects• Using Microsoft Excel for data analysis and reporting• Being proactive in identifying issues and asking the right questions to solve them• Embracing opportunities for growth and change within the role.

Associate Financial Advisor/Planner Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Join a fast-growing RIA dedicated to exceptional client satisfaction and team growth! Their vibrant culture fosters lifelong partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a 401(k) plan, a lifestyle stipend, and a united, supportive team. Responsibilities:<ul><li>Assist Lead Advisors in delivering exceptional client service.</li><li>Act as the primary point of contact for all client communications.</li><li>Ensure timely and comprehensive responses in collaboration with the Lead Advisor.</li><li>Track task progress and follow up on outstanding action items.</li><li>Proactively address client issues and concerns to ensure satisfaction.</li><li>Understand client expectations and preferences to advocate effectively.</li><li>Work with internal teams to enhance client service processes and workflows.</li><li>Manage client relationships, including preparing meeting materials and providing ongoing support.</li></ul> Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Sr. Financial Analyst We are offering an exciting opportunity for a Sr. Financial Analyst in the healthcare industry. The role is based in Nashville, Tennessee, 37219, United States. As a Sr. Financial Analyst, you will be expected to apply your analytical skills and understanding of financial concepts to carry out various duties related to financial planning and analysis. Responsibilities • Conduct financial forecasting and operational metrics tracking for informed decision making. • Collaborate with the accounting team for accurate financial reporting. • Analyze financial data and create financial models to support business activities. • Provide advice to management on the financial implications of business activities. • Develop cost-effective business solutions through comparative analysis. • Use business systems such as CRM and Crystal Reports for data mining and auditing. • Review financial reports and identify and explain any variances. • Employ accounting functions and budget processes for capital management. • Use Workday Planning and other tools for annual forecasts and budgeting. • Maintain a keen attention to detail in all aspects of the role.

Sr. Financial Analyst A Management Resources client is seeking a highly skilled, experienced Senior Financial Analyst consultant with robust NetSuite expertise to join our team on a 2-3 month engagement basis. This role is essential within our manufacturing environment and the ideal candidate will contribute by optimizing revenue reporting, margin analysis, and creating accurate KPIs and dashboards in NetSuite. Responsibilities Leverage NetSuite to optimize revenue reporting and margin analysis. Create Key Performance Indicators (KPIs) and insightful dashboards to provide more detailed and accurate reporting to management. Provide financial planning and analysis support to various functional leaders and their respective teams. Collaborate with other departments to gather critical financial information. Identify trends and analyze variances in financial performance to provide recommendations for action. Prepare ad hoc analyses as required by the leadership team. Assure all reporting is in compliance with financial rules and regulations. Qualifications Bachelor's degree in Finance, Accounting, or a related field. Proven experience in manufacturing finance and use of NetSuite is highly required. Solid understanding of financial statistics and accounting principles. Excellent working knowledge of all statutory legislation and regulations. Proven track record of successfully handling short-term financial projects. Strong attention to detail with a high degree of accuracy. Excellent business judgment, analytical, and decision-making skills. Strong written and verbal communication skills.

Financial Analyst/Manager Our client, a prestigious and growing law firm, is searching for their new Financial Analyst. This newly created and highly visible role will support their CFO, work with the entire finance & accounting team and have true exposure to firm leadership. In this role, you will be responsible for coordinating the preparation, development, and maintenance of the annual budget and periodic forecasts. You will also work to identify and research variances to forecast, budget, and prior-year expenses, as well as prepare cash flow projections. This role is an exciting opportunity to apply your skills in financial analysis, budgeting and forecasting, and general ledger management, among others. Responsibilities:• Coordinate the preparation, development, and maintenance of the annual budget and periodic forecasts• Identify and research variances to forecast, budget, and prior-year expenses on a monthly, quarterly, and annual basis• Articulate explanations to budget variances and proactively identify action items and opportunities for improvement• Prepare cash flow projections on a monthly, quarterly, and annual basis and assist with year-end cash flow planning• Prepare ad-hoc and periodic statistical and metrics reports and develop expert knowledge of the firm’s business intelligence solution to extract financial data upon request• Develop and maintain financial models as requested• Prepare and/or review adjusting journal entries and work with accounting staff, and budget holders, on resolving GL coding issues• Develop and prepare worksheets to evaluate billing rate increases• Maintain Financial Dashboard and make updates when required, interface with subject matter consultants• Participate in the development and implementation of relevant accounting software and internal reporting enhancement Our client offers medical benefits as part of their overall compensation package Please submit your resume in confidence to Raj Khanna, Senior Vice President at Robert Half or directly via LinkedIn for immediate consideration for this or one of our other active career opportunities in the Washington Metro area.

Sr. Financial Analyst Our client is a high-growth, PE-backed business with national operations, currently seeking a Sr. Financial Analyst to join their team in upper Montgomery County, Maryland. The Senior Financial Analyst will work with Senior Leadership, including the CFO, and have top-level exposure to the consolidated FP& A function. This role will be pivotal in tracking financial performance, creating forecasts, and providing periodic reports to assist senior management in making strategic decisions. The role is primarily office based, and offers flexibility and an employee-centric culture. Responsibilities: • Track financial performance against a plan and analyze business performance and market conditions to create forecasts.• Provide senior management with periodic reports to aid tactical and strategic decision-making.• Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements.• Evaluate the company's financial performance by comparing and analyzing actual results with plans and forecasts.• Guide the cost analysis process by establishing and enforcing policies and procedures.• Evaluate the financial impact of potential mergers and acquisitions.• Work closely with the accounting team to ensure accurate financial reporting.• Use financial modeling techniques with Excel formulas and functions to support decision-making.• Create dashboards and presentations for the executive team using PowerPoint.• Combine data from different systems and formats into meaningful consolidated reports.• Utilize Business Intelligence and ERP software for financial analysis.

Financial Analyst A growing professional services company in Downtown Houston is seeking a Financial Analyst to join its growing M& A team on a permanent basis. The Financial Analyst will be working closely with the VP of Finance and their team as they continue to work on the execution of all Mergers & Acquisitions for the company here in the US. The Financial Analyst will be responsible for taking on various tasks to include but not limited to, co-leading the financial modeling for potential acquisitions, assist in the due diligence by verifying and evaluating data provided, conduct research using various tools, and prepare and present findings to senior leadership. As the Financial Analyst, you would work closely with various internal stakeholders to access the necessary information to be successful, so relationship building is a must. To be considered for this awesome position, the ideal candidate will have a minimum of 1 years of experience as a Financial Analyst, a Degree in Accounting or Finance, have advanced MS Excel experience and must be able to create a financial model from scratch. TIA!

Sr. Financial Analyst Thriving client in the Wilmington Delaware area has a full-time need for a Sr. Financial Analyst with a cost accounting background. In this role, you will be responsible for all accounting functions including costing, budgeting and month end close. The Sr. Financial Analyst will provide financial analysis on future revenues and expenditures, advise on the allocation of resources, and report accurate findings to management for review. We would like a candidate with strong analytical thinking and problem-solving skills. What you get to do everyday· Review and analyze financial statements/reports· Develop financial models and forecasting· Provide monthly variance analysis· Conduct thorough research on current and past financial data· Establish and evaluate profit plans· Review internal controls of accounting applications· Explore investment opportunities· Prepare cost projections· Ensure compliance with financial guidelines and company policies

Sr. Financial Analyst with Financial Services Industry We are offering a long term contract employment opportunity for a Sr. Financial Analyst in Coppell, Texas. The chosen candidate will join a team focused on corporate financial planning and analysis. The Sr. Financial Analyst will engage with various stakeholders including Accounting, Finance, Treasury and Financial systems teams to tackle complex issues that directly influence the company's internal and external financial reporting. Responsibilities: • Interpret financial results to provide a clear business narrative• Assist with the company’s budgeting and forecasting process• Implement mechanisms for new reporting insights at scale, making our data more actionable• Engage with business systems teams to drive accurate close• Assist in the development of CEO/CFO presentations to BOD and other internal/external constituencies• Provide valuable, actionable insights, advice, and recommendations on historic and future financial performance to the Business' leadership• Present ad hoc business analysis and recommendations to senior management• Serve as a key point of contact between accounting and system teams• Own several reporting functions for close, planning, and reporting cycles• Experience with Hyperion or large budgeting software a plus• Financial Services / Lending experience required

Financial Analyst National law firm with HQ in Parsippany, seeks a Financial Analyst to assist in budget/forecast, reconciliations, work with the CFO to carry out various finance tasks.Candidates for this role should have a a degree in Finance or Accounting with strong Excel skills along and be very systems adept, strong written and oral communication skills, any internships or consulting assignments with demonstrated experience in above areas, preferred. Hybrid role after training period.

Financial Analyst We are seeking a Financial Analyst to join our team in San Jose, California. As a Financial Analyst, you will be responsible for assisting with Mergers and Acquisitions (M& A) activities, learning Financial Planning & Analysis (FP& A) functions and transactions, and performing financial modeling. This opportunity offers a contract to permanent employment opportunity. Responsibilities: • Assist with Mergers and Acquisitions (M& A) activities • Learn and execute Financial Planning & Analysis (FP& A) functions and transactions • Perform financial modeling to support decision making • Utilize Microsoft Excel for data analysis and reporting • Develop and deliver PowerPoint presentations to communicate financial insights • Maintain clear and effective communication across the team • Support the growth and development of entry level positions • Ensure accuracy and efficiency in all financial operations.

Lead Advisor - Holistic Financial Planning Firm Jeff Abrams is partnering with a client with an exciting opportunity for a Lead Advisor in the East Bay, Bay Area, California. The role involves providing comprehensive financial planning services, managing High Net Worth and Ultra High Net Worth client relationships, and working closely with internal stakeholders. This role will be a part of our team that focuses on maintaining strong client relations and handling client requests efficiently. Responsibilities:· Serves as a Personal CFO for both existing and new clients, leading the client relationship by delivering an outstanding experience and crafting, executing, and managing wealth management strategies aligned with their passions and goals.· Utilizes internal and external resources to meet client objectives in areas such as Investment Management, Estate Planning, Tax Strategy, Risk Mitigation, and General Financial Planning.· Articulates our unique value proposition to potential clients, positioning us as their trusted financial advisor.· Proactively offers recommendations aligned with each client’s financial plan and Investment Policy Statement, while considering the broader strategic implications of their financial situation. Conducts research on investments, tax strategies, estate planning, and relevant regulations.· Provides expert advice on investment management, retirement planning, tax strategies, risk management, and estate planning, while educating clients on financial concepts and strategies to empower them to make well-informed decisions. For immediate consideration please reach out to Jeff Abrams via LinkedIn

Financial Analyst/Manager We are searching for a Finance Manager to join our established team in the Real Estate & Property industry. This role is based in WILKES-BARRE, Pennsylvania and is instrumental in providing financial leadership and analysis for construction and development projects. Responsibilities:• Carry out extensive financial analysis of construction and real estate projects, including cost analysis, budgeting, and forecasting.• Evaluate the financial performance of buildings and future development opportunities.• Develop and maintain financial models to aid project evaluation and decision-making processes.• Prepare and present comprehensive financial reports to senior management and stakeholders.• Monitor project budgets, identify variances, and recommend corrective actions.• Collaborate with project managers, developers, and other stakeholders to ensure financial objectives are achieved.• Assist in the preparation of annual budgets and long-term financial planning.• Conduct risk analysis and develop strategies to mitigate financial risks.• Oversee the financial aspects of contracts, including cost estimation and billing.• Ensure compliance with financial regulations and company policies.• Support the implementation and improvement of financial systems and processes.

Financial Analyst - Entry Level We are offering a long term contract employment opportunity for an Entry Level Financial Analyst in the bustling city of San Francisco, California. This role is situated in our San Francisco office, where you'll be required to work in person for three days a week. Your primary job functions will be to process customer credit applications, maintain accurate customer records, and resolve customer inquiries, all while closely monitoring customer accounts and taking appropriate action. Responsibilities • Spearhead the accurate calculation of monthly and quarterly commissions payout. • Serve as the primary contact for all commissions related questions, providing thorough and timely answers to the Sales, HR, and FP& A teams. • Establish documentation and controls to handle all commissions related processes effectively. • Collaborate with Finance, HR, Sales, and other departments to achieve seamless execution and alignment of compensation plans across the organization. • Work closely with the Sales team on system improvement initiatives and maintaining the commissions calculation tool. • Leverage advanced Excel skills to carry out financial analysis. • Utilize Salesforce and HR systems (such as Workday) to streamline work processes. • Exhibit strong communication skills: ability to raise issues, provide explanations to cross-functional departments, timely respond etc. • Demonstrate the ability to propose initiatives, recommendations to process improvement, project manage process with minimum supervision.

Sr. Financial Analyst We are seeking a Sr. Financial Analyst to join our client's team in North Fort Worth, Texas. In this role, you will play a key role in financial planning and analysis, providing strategic insights to help guide decision-making. You will collaborate with various departments, analyze financial data, and prepare reports that will help shape the future of our client's operations. For immediate consideration, please email your resume to Carol Nichols, SVP Robert Half Finance & Accounting, to [email protected]. Responsibilities• Collaborate with various departments to support strategic financial planning and decision making.• Analyze financial data and prepare reports to provide insights to senior management.• Provide financial planning and analysis support for multiple projects.• Conduct budgeting, forecasting, and long-range financial planning.• Support monthly, quarterly, and annual close processes, providing explanations for results.• Prepare monthly analysis on key financial statement accounts, including income statements and balance sheets.• Conduct cash flow forecasting and analysis, presenting results to key stakeholders.• Review and analyze profit and loss statements to ensure accuracy and compliance with GAAP and company standards.• Verify the accuracy of monthly revenue and expenses.• Lead financial projects including cost analysis, return on investment analysis, and client/customer growth analysis.• Serve as a business partner across functions, providing guidance and partnering on projects.• Create, build, and manipulate dashboards using large sets of data.• Prepare and present financial results to various stakeholders and executive leadership.

Financial Analyst We are offering a permanent employment opportunity for a Financial Analyst in Charlotte, North Carolina. In this role, you will be involved in a primary focus on financial planning and analysis that supports strategic decisions within our organization. Responsibilities:• Conduct financial planning and analysis to aid in strategic and operational decision-making• Present interpretive results of financial analysis to the senior management team• Create and distribute reports, as well as financial and performance indicators, to assist the business• Convert financial and operational data into actionable insights that can drive results• Foster transparency and collaboration across different functions within the organization• Assist in preparing presentations for the organization's management team• Carry out additional tasks as required• Analyze data to understand underlying trends and patterns• Ensure compliance with debt agreements and interpret contract language• Utilize various software platforms, including Office suite and budget planning software, for financial analysis and reporting.