Financial Planning Analyst Job at Robert Half (Albany)

Financial planning analyst

社名非公開. 職種: 財務、会計、税務、経理. 業務内容: Managed monthly accounts and performance reports t...

Location

Japan , Tokyo

Salary:

8000000.00 - 12000000.00 JPY / Year

Randstad

Expiration Date

October 31, 2026

Requirements

Experienced in financial analysis and business planning
Skilled at multitasking in fast-paced environments
Strong communicator with relationship-building skills
Advanced in MS Excel and financial systems

Job Responsibility

Managed monthly accounts and performance reports to drive business results
Acted as Finance Business Partner, supporting managers with financial insights for cost and budget control
Consolidated and analyzed financial data aligned with company goals
Recommended cost-saving and performance-improving strategies
Compiled data into detailed reports on financial status and risks

What we offer

健康保険
厚生年金保険
雇用保険

Fulltime

Financial Planning Analyst

We are offering an exciting opportunity for a Financial Planning Analyst in Hous...

Location

United States , Houston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, Economics, or related field
CFP Designation
Proficiency in financial planning and strategy
Knowledge of financial forecasting and diagnosis, corporate finance, and information analysis
Proficient in spreadsheets, databases, and financial software applications
Strong analytical skills to assess data, facts, and figures used to develop strategies
Exceptional communication skills to effectively convey financial information to non-financial colleagues
Ability to work independently and collaborate effectively as part of a team

Job Responsibility

Conduct in-depth assessments of clients’ financial situations, including income, expenses, investments, and liabilities
Analyze clients' financial goals, risk tolerance, and retirement needs
Prepare personalized financial plans based on clients' short- and long-term goals
Advise clients on retirement planning, including 401(k), IRA, pension plans, and other retirement savings accounts
Help clients determine how much they need to save for retirement and create a strategy to meet those targets
Plan for retirement income strategies and minimizing tax liabilities in retirement
Collaborate with tax professionals and attorneys to assist clients in tax planning and minimizing tax liabilities
Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of trusts, wills, and life insurance
Provide guidance on charitable giving strategies to support clients’ philanthropic goals
Assess clients' insurance needs and recommend policies for life, health, disability, and long-term care insurance

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Financial Planning Analyst

The role involves providing support to our client's advisory team, focusing on t...

Location

United States , Philadelphia

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Possession of a minimum of one year of experience in financial planning or related roles
Proficiency in creating and managing annual financial plans
Demonstrated ability in conducting financial reconciliation
Prior experience in the financial services sector
Certification or relevant experience as a Personal Financial Specialist
Exceptional analytical skills and attention to detail
Strong communication and presentation skills
Proficiency in using financial software and Microsoft Office Suite
Ability to work independently and as part of a team
Bachelor's degree in Finance, Accounting, or related field is preferred

Job Responsibility

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

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan.

Fulltime

Sr. Financial Planning & Analyst

We are offering an exciting opportunity to join our client as a Sr. Financial Pl...

Location

United States , Lincoln

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Accounting, Finance or Business
Minimum of 5 years experience in financial planning and analysis
Proven expertise in business systems
In-depth knowledge of data mining techniques
Experience with About Time software
Comprehensive understanding of accounting functions
Experience in auditing processes
Knowledge of budget processes
Proficient in capital management
Experience in budgeting and forecasting

Job Responsibility

Develop integrated revenue and expense analysis, projections, and reports
Ensure the accuracy of financial information recorded in monthly, quarterly, and annual reports
Analyze current and past financial data and conduct in-depth analysis
Prepare comprehensive reports and projections based on this analysis
Coordinate with other finance team members to review financial information and forecasts
Provide internal financial support to the business and assist in implementing strategies to meet business needs
Evaluate profit plans and provide recommendations for improvement
Identify trends in financial performance and suggest ways to improve
Use business systems and data mining techniques to consolidate system reporting
Support Finance and Accounting functions, including auditing, budgeting, and capital management

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Financial Planning Analysis Analyst

This role involves comprehensive financial planning and analysis tasks within ou...

Location

United States , Midlothian

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in systems for effective data management
Familiarity with Accounting Software Systems
Ability to use Adaptive Insights for efficient business planning
Proficiency in Customer Relationship Management (CRM) software
Knowledge of Enterprise Performance Management (EPM)
Understanding of Accounting Functions
Experience in preparing Annual Budgets
Familiarity with Budget Processes
Ability to work closely with the Business Unit for strategic financial planning
Experience in Capital Management

Job Responsibility

Gathering financial data from various internal and external sources
Setting, tracking, and evaluating key performance indicators (KPIs) and objectives
Coordinating closely with the accounting and finance departments for seamless operations
Utilizing various planning methods such as predictive planning, driver-based planning, and multi-scenario planning for accurate financial forecasting
Budgeting for expenses required for executing the corporate plan
Offering FP&A finance support to the accounting teams regarding productivity, demand planning, reporting, and financial metrics
Preparing budgets and forecasts, conducting variance analyses, long-term planning, and risk/opportunity assessments
Participating in corporate projects and initiatives that have an organization-wide impact
Collaborating with the accounting team during the close process, which includes reviewing departmental general ledgers, recording transactional activity, preparing revenue and expense accruals, and providing P&L and Cash variance explanations to budget and forecasts
Identifying areas for revenue opportunities and cost improvements

What we offer

medical
vision
dental
life and disability insurance
eligibility to enroll in company 401(k) plan

Fulltime

Financial Planning & Analysis Analyst II

This individual contributor is primarily responsible for supporting financial pl...

Location

United States , Greenwood Village

Salary:

63600.00 - 82280.00 USD / Year

Kaiser Permanente

Expiration Date

Until further notice

Requirements

Bachelors degree in finance, business, or related field OR Minimum three (3) years financial planning and/or data analysis experience, or directly related business experience
Two (2) years experience working with intermediate functions of spreadsheet software (e.g., Excel), including filtering data, creating pivot tables, and linking workbooks or spreadsheets
Two (2) years experience working with KP data sources or tools
Knowledge, Skills and Abilities: Ambiguity/Uncertainty Management
Attention to Detail
Business Knowledge
Communication
Critical Thinking
Cross-Group Collaboration
Decision Making

Job Responsibility

Supports financial planning, modeling, analysis, and forecasting
Assists in financial assessment
Prepares financial and other reports
Researches financial trends
Supports the evaluation of the business environment by assisting with financial assessment
Supports internal and external audits by assisting with preparation of audit schedules and review of audit results
Supports the creation of budgets and/or forecasts in accordance with business strategic initiatives
Supports others in advising region/business unit leaders on strategic fiscal matters
Supports financial modeling
Supports assessment of the business vision, objectives, and strategic initiatives

What we offer

Pay equity and transparency
Flexibility to work from home

Fulltime

Financial Planning and Analysis Analyst

We are seeking a detail-oriented and analytical Financial Planning and Analysis ...

Location

United Kingdom , Weymouth

Salary:

50000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Relevant finance/treasury qualification or business degree, or equivalent experience
Experience in financial planning and analysis within complex group structures
Proficient in scenario and stress testing, with knowledge of operational triggers and mitigation strategies
Strong understanding of financial statements and accounting standards
able to present findings to senior stakeholders
Experience in cash flow analysis and forecasting
Advanced Excel skills and proficiency in Microsoft Office
Familiarity with financial planning and business intelligence tools
Excellent organisational and time management skills
Strong communication skills

Job Responsibility

Assist in preparing the Group's annual and quarterly financial plans under supervision
Input and translate financial data into the Group's financial planning software
Reconcile planning data with budgets and forecasts, ensuring accuracy and working with data providers to improve data quality
Conduct stress testing and scenario analysis on the business plan
report findings and develop new risk analysis methods
Reconcile FFR with statutory accounts and provide insights to management
Contribute to the business plan and analysis required for the annual S&P credit rating submission
Provide monthly peer benchmarking analysis related to credit ratings in the housing sector
Support monthly cash flow forecasting and reporting
help enhance forecasting processes

Fulltime

Analyst - financial planning and analysis

We’re partnering with a well-established, mid-sized local company in the service...

Location

Canada , Vancouver

Salary:

75000.00 - 95000.00 CAD / Year

Randstad

Expiration Date

January 14, 2026

Requirements

Post-secondary education in Accounting, Finance, Economics, or a related field
A minimum of 1–3 years of experience in a financial analyst or budgeting role
Strong analytical mindset with the ability to synthesize and clearly present financial data
Experience working with financial statements and variance analysis

Job Responsibility

Prepare and maintain regular departmental KPI reports and dashboards
Support monthly and year-end close by performing variance analysis and preparing reconciliations
Assist with the preparation of annual budgets and rolling forecasts
Support ad hoc financial and operational reporting needs, including those from external stakeholders such as Health Authorities
Collaborate with the Payroll Manager to provide accurate and timely payroll reporting to senior leadership
Develop business cases, forecasts, and financial models to support key decision-making and strategic planning
Participate in the upcoming implementation of a new FP&A tool (Datarails or similar), providing input on design, testing, and rollout

What we offer

RRSP matching
Hybrid work environment (3 days in office)
Very flexible schedule
Young, dynamic team culture
Reporting to a great leader with a collaborative management style

Fulltime

Financial Planning Analyst

Robert Half

Location:
United States , Albany

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 27, 2025

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