Senior Financial Planning Professional

Job SummaryThe ideal candidate will have extensive experience in leveraging technology to enhance financial planning processes and the processes themselves.Analysts create essential insights for our clients through published research and client interaction. You will engage with clients daily: via videoconference or from the stage at a Gartner event.Key...

Financial Planning Support SpecialistA detail-oriented and highly skilled Financial Planning Support Specialist is required to support our financial planning team.The ideal candidate will have experience preparing comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modeling in areas...

Job Role OverviewThe ideal candidate will be responsible for preparing financial reports and statements, conducting cyclical audits, and managing budgeting and forecasting.This role requires a strong understanding of financial principles to compile and analyze financial statements, prepare tax documents, and create ad-hoc reports for various business...

Financial Modelling Expert WantedWe are seeking an experienced financial modelling professional to join our team. As a key member of our team, you will work closely with our modelling professionals to create, analyse and optimize complex financial models.Responsibilities:Manage a portfolio of active assignments and lead in the creation and optimisation of...

Key Roles and ResponsibilitiesThe Financial Planning Manager oversees strategic financial initiatives, such as budgeting and forecasting, variance analysis, and financial modeling.This position provides critical financial insights to senior leaders, driving process improvements and implementing automation using tools like NetSuite and Power BI.Primary...

Job OverviewWe are seeking a dedicated and goal-driven Financial Planning Specialist to join our team. As a key member of our financial advisory team, you will be responsible for providing expert financial guidance and planning solutions to clients.About the RoleThis is an exciting opportunity to work with individuals and families to help them achieve their...

We are actively looking for a senior financial professional who will be a key member of our accounting team, reporting to the global controller. In this role, you will take ownership of accounting at several portfolio companies and act as a consultant to the portfolio company management team. These companies have small teams and need assistance with the...

**Job Overview:**As a seasoned financial leader, the Senior Financial Manager will be responsible for overseeing the end-to-end financial management cycle. This includes financial planning, budgeting, forecasting, management reporting, and month-end close processes.This role requires strong expertise in financial planning and analysis, with the ability to...

Senior Financial Planning Specialist Job SummaryWe are seeking a highly skilled Senior Financial Planning Specialist to join our organization. This is a remote setup that will support U.S. Central Time hours.This role will involve influencing strategic decision-making, driving financial performance, and championing digital innovation within the finance...

Senior Financial Operations LeadWe are seeking a seasoned financial professional to oversee the fiscal operations of our organization.This role involves providing strategic financial guidance, overseeing financial reporting, and ensuring compliance with regulatory requirements.The successful candidate will have a strong understanding of financial systems,...