Financial Planning Analyst

Support advisors in creating and delivering comprehensive financial plans for their retail clients. Key Responsibilities Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful...

Company Description Spinebiz is a global technology consultancy and systems integrator specializing in IT services, digital transformation, finance & accounting outsourcing, and cybersecurity. We empower businesses with innovative, scalable, and secure solutions to drive growth and efficiency. Our mission is to help enterprises achieve their strategic...

We are hiring an Analyst-Financial AdvisoryRole & responsibilitiesThe candidate will be responsible for working with a dedicated advisor/team of financial advisors and staff to help provide outstanding service to the clients.Role & responsibilities:Preparing basic financial plans, conducting investment research and completing trades and transactions (Money...

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with anemphasis on creating and delivering a unique client experience that defines and differentiates advisors'practices. This position will...

Role & responsibilities Financial Reporting and Analysis: Prepared monthly PnL, variance analysis and business dashboard. Prepared forecasted PnL and discuss with senior leadership team on risk and opportunities. Drive profitability analysis by business line, and product category. Track key performance indicators (KPI) and operating metrics; highlight risks...

Job Summary We are looking for a Financial Analyst with 2–3 years of hands-on experience to support budgeting, forecasting, investment analysis, and strategic decision-making. You will prepare financial models, analyze trends, monitor performance, and provide actionable insights to business leaders. This role plays a key part in optimizing financial...

Overview The Senior FP&A Analyst will play a critical role in supporting the company’s financial planning, forecasting, and analysis activities. This role partners closely with the Senior Manager, FP&A Strategy to provide insights that inform key business decisions. The Sr. Analyst will be hands-on in developing financial models, preparing management...

What Youll Do Variance Analysis: Support in analyzing monthly and quarterly variances between actuals and budgets/forecasts, and assist in preparing explanations. Product Costing: Help in evaluating product costs and margins, working with production/operations teams for accurate costing inputs. Month-End Close Reviews: Assist in month-end scrutiny of...

Overview The Senior Manager, FP&A Strategy will serve as a key partner to the Director of FP&A Strategy in delivering strategic financial insights and driving planning processes for Operations function across the company. This role is responsible for managing the execution of annual and long-range planning, coordinating cross-functional inputs, and ensuring...

Scope of Position (Accountabilities) Performs highly complex financial analyses on cash flows, operating results, and business plans to determine rates of return, capital/cash flow requirements, etc. Prepares forecasts and analyses on industry and general economic trends. Responsible for budget analysis. Responsible for departments budgeting process: plans,...