{ "count" : 21631, "data" : [ { "id" : "6a305657f292fd229cf282ce", "title" : "Senior Financial Planning Administrator", "company" : "Titan Wealth", "industry" : "Client Support", "salary" : { "min" : 55000.0, "max" : 75000.0, "currency" : "GBP", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Senior Financial Planning Administrator in Harrogate, United Kingdom, adjusted for the financial services industry and senior experience level." }, "location" : "Harrogate", "locations" : [ "Harrogate" ], "timestamp" : "2026-06-16T14:53:21.770", "fingerprint" : "ca19f6c67f904e6a28abdf404218ee6de711c3f445bd1165ed9974d857f666a0", "source" : "lever", "language" : "en", "applyUrl" : "https://jobs.lever.co/titanwh/ff5c7162-216e-41d6-96a0-d8cda08e42b0/apply", "externalId" : "ff5c7162-216e-41d6-96a0-d8cda08e42b0", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Harrogate", "country" : "United Kingdom", "continent" : "eu", "source" : "llm", "workMode" : "hybrid", "geo" : "53.9921491,-1.5391039" } ], "locationText" : "Harrogate, United Kingdom", "employmentType" : "FULL_TIME", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "professionalSkills" : [ "Client services", "Financial planning", "Wealth management" ], "hardSkillsList" : [ "Client documentation processing", "Financial product processing" ], "hardSkills" : [ { "name" : "Client documentation processing", "level" : "intermediate" }, { "name" : "Financial product processing", "level" : "intermediate" } ], "majorSkills" : "Client services, Financial planning, Wealth management", "majorSkillsList" : [ "Client services", "Financial planning", "Wealth management" ], "coreResponsibilities" : "Act as key point of contact, Provide high-quality service, Provide personable service, Manage client queries, Ensure timely responses, Ensure accurate responses, Prepare client documentation, Process client documentation, Liaise with providers, Challenge providers, Ensure timely delivery, Ensure accurate delivery, Complete work right first time, Maintain high attention to detail, Support advisers with reviews, Support advisers with servicing, Support advisers with case progression, Prioritise workload effectively, Identify opportunities to improve processes, Identify opportunities to improve client outcomes", "teamCollaboration" : "Working with clients; Working with providers; Working with internal teams; Team player", "domainKnowledge" : "Financial planning products; High-net-worth clients; Investments; Pensions; Inheritance tax planning; Wealth management", "domainList" : [ "financial-planning-products", "high-net-worth-clients", "investments", "pensions", "inheritance-tax-planning", "wealth-management" ], "domainSpecificKnowledge" : [ "Financial planning products", "High-net-worth clients", "Investments", "Pensions", "Inheritance tax planning", "Wealth management" ], "documentationSkills" : "Client documentation", "continuousLearning" : "Further education support; Training support", "outcomesObjectives" : "Deliver exceptional client experience; Ensure all work completed accurately; Ensure all work completed efficiently; Ensure all work completed to highest standard; Support meaningful client outcomes", "qualificationsBasic" : "Proven experience in Financial Planning, Proven experience in Wealth Management, Experience supporting HNW clients, Experience dealing directly with clients, Experience building client relationships, Experience challenging providers, Experience taking ownership of workload, Organisational skills, Ability to prioritise effectively, High attention to detail, Commitment to quality", "qualificationsPreferred" : "IO experience", "remoteFriendly" : true, "workSiteFlexibility" : "Hybrid", "rawDescription" : "## Description Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. We are looking for an experienced Senior Client Services Administrator to join our growing Financial Planning team in Harrogate. This is a key role supporting a high-performing adviser who manages a well-established, high-net-worth client bank. You will play a pivotal part in delivering an exceptional client experience, working closely with clients, providers, and internal teams to ensure all work is completed accurately, efficiently, and to the highest standard. This is a fantastic opportunity for an individual who enjoys client interaction, takes pride in their work, and wants to be part of a collaborative and forward-thinking environment. Supporting an adviser managing circa £130m AUM across ~140 households Client values typically from £150k to £25m+ (family-linked) Diverse and active client base with complex needs including: Investments and pensions Business ventures Inheritance tax (IHT) planning Clients range from mid-20s through to early 80s, based across the UK Demanding but rewarding client relationships, with varying time pressures and expectations You will gain excellent exposure to high-net-worth clients and complex cases, supporting meaningful client outcomes. ## Responsibilities Act as a key point of contact for clients, providing a high-quality, personable service Proactively manage client queries, ensuring timely and accurate responses Prepare and process client documentation across a range of financial planning products Liaise with providers, challenging where necessary to ensure timely and accurate delivery Ensure all work is completed ‘right first time’, maintaining high attention to detail Support advisers with client reviews, ongoing servicing and case progression Prioritise workload effectively in a fast-paced environment Identify opportunities to improve processes and client outcomes ## About you We are looking for someone who brings both strong technical capability and the right mindset: Proven experience within a Financial Planning / Wealth Management environment Experience supporting high-net-worth (HNW) clients Confident in dealing directly with clients and building relationships Comfortable challenging providers to drive outcomes for clients Proactive, self-motivated and able to take ownership of workload Strong organisational skills with the ability to prioritise effectively High attention to detail and commitment to quality A team player with a positive attitude and strong work ethic Brings personality and energy to the team It would be desirable for you to have IO experience. If you are looking for a role where you can truly add value, build strong client relationships, and develop your career within financial planning, we’d love to hear from you. ## Additional Information Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Terms - Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.", "summaryDescription" : "Senior Financial Planning Administrator at Titan Wealth. Skills: Client services, Financial planning, Wealth management. Act as key point of contact. Provide high-quality service", "postedDate" : "2026-06-15T13:27:29.441", "createdAt" : "2026-06-15T13:27:29.441", "lastUpdated" : "2026-06-16T14:53:21.770", "ingestTimestamp" : "2026-06-16T03:23:40.606", "mongoId" : "6a305657f292fd229cf282ce", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "50k-75k", "hasSalary" : false, "allSkills" : [ "Client documentation processing", "Financial product processing", "Client services", "Financial planning", "Wealth management", "Financial planning products", "High-net-worth clients", "Investments", "Pensions", "Inheritance tax planning" ], "skillCount" : 10, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Senior", "dataQualityScore" : 1.0, "_score" : 477.7168, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a306082f292fd229cf8f345", "title" : "Financial Planning Specialist (Aftersales Parts)", "company" : "Mitsubishi Motors North America, Inc.", "industry" : "Manufacturing", "salary" : { "min" : 75000.0, "max" : 105000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Financial Planning Specialist in the Automotive industry in Franklin, United States, adjusted for company size and full-time employment." }, "location" : "Franklin, TN", "locations" : [ "Franklin", "TN" ], "certifications" : [ "CFA" ], "timestamp" : "2026-06-16T07:13:32.733", "fingerprint" : "4188e70e70576437c1b945d0ccf32e3d5b914bb4897a532dea36719b60bdd75d", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/mitsubishimotorsna/jobs/5226639008", "externalId" : "5226639008", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Franklin", "state" : "Tennessee", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "35.9252060,-86.8689419" } ], "locationText" : "Franklin, Tennessee, United States", "employmentType" : "FULL_TIME", "technicalSkills" : "SQL", "professionalSkills" : [ "Financial modeling", "Forecasting", "Budget management", "Variance analysis", "Financial reporting" ], "hardSkillsList" : [ "Sales forecasting", "Margin tracking", "Operating expense planning", "General ledger activities", "Reconciliation tasks" ], "hardSkills" : [ { "name" : "Sales forecasting", "level" : "intermediate" }, { "name" : "Margin tracking", "level" : "intermediate" }, { "name" : "Operating expense planning", "level" : "intermediate" }, { "name" : "General ledger activities", "level" : "intermediate" }, { "name" : "Reconciliation tasks", "level" : "intermediate" } ], "majorSkills" : "Financial planning, Forecasting, Reporting", "majorSkillsList" : [ "Financial planning", "Forecasting", "Reporting" ], "coreResponsibilities" : "Support financial planning, Support budgeting activities, Assist coordinating Business Plan processes, Assist coordinating Forecast processes, Prepare financial reports, Analyze financial reports, Assist with sales forecasting, Monitor sales results, Update sales projections, Support general ledger activities, Support month-end close processes, Support reconciliation tasks, Partner with Aftersales teams, Partner with Finance teams, Gather data, Support financial analysis, Prepare presentation materials, Prepare reporting for reviews, Identify opportunities to improve reporting, Identify opportunities to improve process efficiency, Develop technical skills", "teamCollaboration" : "Cross-functional teams; Aftersales teams; Finance teams", "domainKnowledge" : "Aftersales operations; Parts operations; Service operations", "domainList" : [ "aftersales-operations", "parts-operations", "service-operations" ], "domainSpecificKnowledge" : [ "Aftersales operations", "Parts operations", "Service operations" ], "toolProficiency" : [ "Bloomberg Terminal", "Reuters Eikon", "FactSet" ], "communicationSkills" : "Executive presentations", "continuousLearning" : "Employee development programs", "problemSolvingSkills" : "Data-driven decision-making", "qualificationsBasic" : "5+ years financial modeling", "qualificationsPreferred" : "CFA charterholder preferred", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Join the Mitsubishi Motors North America (MMNA) Team! At Mitsubishi Motors NA, we are driving innovation, quality, and excellence in the automotive industry. Our commitment to delivering cutting-edge vehicles goes hand in hand with our dedication to fostering a dynamic and inclusive work environment. Our team members are the driving force behind our success, and we believe in empowering individuals to contribute their unique skills and perspectives. We are a collaborative and forward-thinking team that values diversity, creativity, and continuous improvement. At MMNA, your career is not just a job but a journey of growth. Benefit from ongoing employee development programs, contribute to our impactful Community Relations initiatives, and enjoy a range of employee benefits that make your experience with us exceptional. Be part of a company proud of its heritage and excited about the future where together, we shape the future of mobility and drive success in every mile. About the Job: This role plays a critical part in supporting the financial planning and reporting needs of the Corporate Aftersales organization. As Parts and Service operations continue to drive overall profitability and support long-term growth initiatives such as the Momentum 2030 plan, there is a strong need for accurate forecasting, disciplined budget management, and clear financial visibility. The Parts Financial Planning Specialist ensures alignment between financial targets and operational performance across Parts, Parts Marketing, Service, and Aftersales Performance functions. This position enables data-driven decision-making by delivering timely insights, supporting cross-functional coordination, and helping leadership optimize business performance and achieve strategic growth objectives. Role Summary: The Parts Financial Planning Specialist supports the development and analysis of financial plans for the Aftersales business. On a day-to-day basis, this role assists with sales forecasting, financial reporting, and variance analysis, helping to monitor performance against established targets. This position collaborates with Finance and Aftersales teams to support budgeting processes, general ledger activities, and monthly close procedures. The specialist also prepares reports and presentations for leadership, translating data into clear and actionable insights while continuing to build technical and business knowledge. Additionally, this role supports continuous improvement efforts, contributes to strategic planning initiatives, and ensures strong alignment between financial forecasts and business operations. As a Parts Financial Planning Specialist, You Will: Support financial planning and budgeting activities, including sales forecasting, margin tracking, and operating expense planning. Assist in coordinating Business Plan (BP) and Forecast (AF1) processes, ensuring data accuracy and timely submission of supporting details. Prepare and analyze financial reports, including monthly performance tracking and variance analysis. Assist with sales forecasting for Parts & Accessories, monitoring results and updating projections as needed. Support general ledger activities, including accruals, month-end close processes, and reconciliation tasks. Partner with Aftersales, Finance, and other teams to gather data and support financial analysis, including cost and tariff-related insights. Prepare presentation materials and reporting for monthly business reviews and leadership meetings. Identify opportunities to improve reporting accuracy and process efficiency while continuing to develop technical skills. Perform other duties as assigned or required. Measuring Your Momentum: First 90 Days – Getting Up To Speed Build a strong understanding of financial models, forecasting processes, general ledger structure, and reporting systems while developing relationships with key stakeholders. Begin supporting monthly financial processes, including reporting, variance analysis, and reconciliation activities. Assist in preparing business review materials and financial reports for leadership. Contribute to budgeting and forecasting activities while learning cross-functional processes and workflows. Identify opportunities to improve accuracy or efficiency within assigned tasks. Year 1 Victory Lap Support effective and timely completion of budgeting, forecasting, and reporting processes. Deliver accurate financial data and analysis to support team decision-making. Contribute to consistent and reliable financial reporting and month-end close activities. Demonstrate growth in financial, systems, and business knowledge within Aftersales operations. Build strong working relationships and contribute positively to team collaboration and efficiency. Ready to Join the Team? You Should Have: 3+ years of experience in financial planning, budgeting, or financial analysis. Strong knowledge of: Financial modeling Budgeting and forecasting processes General ledger and reconciliation practices Experience working with SAP. Advanced proficiency in Microsoft Excel. Strong analytical, problem-solving, and data interpretation skills. Excellent communication and presentation skills. Extra Horsepower (Profile Differentiators): Bachelor’s degree in Finance, Accounting, Business, or related field. Experience in automotive, manufacturing, or Aftersales environments. Experience working with cross-functional and global teams. Knowledge of tariff analysis and related financial impacts. Experience with financial reporting tools and dashboards. Proven ability to identify and implement process improvements. Why Join Us: Drive Growth & Optimization: Play a key role in analyzing and optimizing Parts & Accessories sales performance. Strategic Exposure: Collaborate with cross-functional leadership and influence key financial decisions. Momentum 2030 Initiative: Contribute to long-term growth initiatives with direct impact on future parts sales and company success. Pay Transparency: The base salary for this position ranges between $62,000 to $70,000. The base salary will be based on a number of factors including the role offered, the individual's job-related knowledge, skills, and qualifications. In addition to base salary, we are proud to offer a comprehensive and competitive benefits package for all eligible employees which also includes 401k with company match, Mitsubishi Lease Program, and a full range of medical, financial, and other perks and benefits. Perks and Benefits: Family First: Enjoy comprehensive healthcare coverage, including medical, dental, and vision plans. Be a Proud Mitsubishi Ambassador: Take advantage of our Discounted Employee Lease Car program, covering insurance, maintenance, and registration fees, with no down payment or credit check required. Secure Your Future: Benefit from our 401(k) with Company match and annual contributions based on years of service. Fuel Your Growth: Access professional development opportunities, including training, tuition reimbursement, and employee resource groups. Take Time for Yourself: Enjoy up to 30 days of paid time off, including holidays, vacation, and other leave options. Hybrid Working Environment: Experience the perfect balance of remote and in-office work (~2 days remote, 3 days in-office) at our modern office, located in the vibrant Franklin, TN area. Thrive in an Open Environment: Experience our collaborative workspace where ideas flow freely. The MMC Way: Our values form the foundation of everything we do. At Mitsubishi Motors, we are committed to a set of core principles that guide our actions, decisions, and interactions. Our values reflect who we are as a company, how we collaborate, and the impact we aspire to make. These values are what we call the MMC Way: Think of Our Customers, Strengthen Trust Enrich Society Welcome All Facts, Share Difficult News First Conduct and Challenge Yourself Professionally Respect All, Work as a Broader Team Diversity and How to Apply: At MMNA, we embrace the strength that diverse perspectives and experiences bring to our team. Our application process is designed to champion inclusion and equity. We're on the lookout for the ideal fit for each role, valuing skills and experiences over traditional education or specific company backgrounds. Feel encouraged to apply, even if your profile doesn't precisely match the job description. We invite you to delve into a few thought-provoking questions in our application, offering you the opportunity to showcase your unique talents and insights right from the start. Once you've submitted your application, expect to hear from us within 7 business days. We're committed to keeping you informed about the status of your application, ensuring transparency and open communication throughout the process. We understand that perfection is a journey, and if you ever have questions about your application or the process itself, don't hesitate to reach out to your recruiter. Mitsubishi Motors is proud to be an equal-opportunity employer, excited about collaborating with talented individuals of all identities. We do not discriminate based on identity, aligning with our commitment to fostering a diverse workplace. Our code of conduct serves as a guiding light for the company we aspire to be, celebrating our differences as the driving force behind a product that serves a global user base. We welcome applications from individuals with disabilities and is prepared to provide reasonable accommodations. If you require such accommodations for the job application or interview process, please email mmna-talent_acquisition@na.mitsubishi-motors.com. We hope you will join us on this journey where your dedication aligns with our values, creating an environment that fosters growth, collaboration, and meaningful contributions. Click here to learn more about what it's like at MMNA!", "summaryDescription" : "Financial Planning Specialist (Aftersales Parts) at Mitsubishi Motors North America, Inc.. Skills: Financial planning, Forecasting, Reporting. Support financial planning. Support budgeting activities", "postedDate" : "2026-06-15T23:22:45.514", "createdAt" : "2026-06-15T23:22:45.514", "lastUpdated" : "2026-06-16T07:13:32.733", "ingestTimestamp" : "2026-06-15T23:22:45.514", "mongoId" : "6a306082f292fd229cf8f345", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 75000, "salaryAnnualMax" : 105000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Sales forecasting", "Margin tracking", "Operating expense planning", "General ledger activities", "Reconciliation tasks", "Financial planning", "Forecasting", "Reporting", "Financial modeling", "Budget management", "Variance analysis", "Financial reporting", "Aftersales operations", "Parts operations", "Service operations", "CFA", "Bloomberg Terminal", "Reuters Eikon", "FactSet" ], "skillCount" : 19, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 0.8888889, "_score" : 462.16522, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Automotive", "llmIndustryConfidence" : 0.98 }, { "id" : "69fd301c4c40e2acd1b225b2", "title" : "Consultant Financial Planning & Analysis", "company" : "Pyrovio", "industry" : "Consulting", "salary" : { "min" : 1500000.0, "max" : 2500000.0, "currency" : "INR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a mid-seniority Consultant Financial Planning & Analysis in India, adjusted for a full-time remote role with travel." }, "location" : "Akron, OH", "locations" : [ "Akron", "OH" ], "timestamp" : "2026-06-15T21:18:24.299", "fingerprint" : "3f498f02009c0be0b749d52664bf1c763fd77629261fa056279b761faa8e5319", "source" : "breezyhr", "language" : "en", "applyUrl" : "https://pyrovio.breezy.hr/p/470566366238-consultant-financial-planning-analysis", "externalId" : "470566366238", "industryFunction" : { }, "structuredLocations" : [ { "workMode" : "remote" } ], "locationText" : "", "employmentType" : "FULL_TIME", "professionalSkills" : [ "Financial planning", "Financial analysis" ], "hardSkillsList" : [ "FERC accounting" ], "hardSkills" : [ { "name" : "FERC accounting", "level" : "intermediate" } ], "majorSkills" : "Financial planning, Financial analysis", "majorSkillsList" : [ "Financial planning", "Financial analysis" ], "coreResponsibilities" : "Specialize in Financial Planning & Analysis", "domainKnowledge" : "FERC accounting", "domainList" : [ "ferc-accounting" ], "domainSpecificKnowledge" : [ "FERC accounting" ], "specialRequirements" : "25% travel", "remoteFriendly" : true, "workSiteFlexibility" : "Flexible", "rawDescription" : "Consultant – Financial Planning & Analysis Location: Flexible (Remote with up to 25% travel) Full-Time Financial Planning & Analysis Practice This position is for a Consultant specializing in Financial Planning & Analysis (FP\\&A) with interest and experience in FERC accounting and t", "summaryDescription" : "Consultant Financial Planning & Analysis at Pyrovio. Skills: Financial planning, Financial analysis. Specialize in Financial Planning & Analysis", "createdAt" : "2026-06-14T21:53:55.854", "lastUpdated" : "2026-06-15T21:18:24.299", "ingestTimestamp" : "2026-06-14T21:53:55.854", "mongoId" : "69fd301c4c40e2acd1b225b2", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ "FERC accounting", "Financial planning", "Financial analysis" ], "skillCount" : 3, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 0.7777778, "_score" : 426.0812, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Consulting", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c94a274d8ee00a098b047", "title" : "Director, Financial Planning & Analysis", "company" : "DriveWealth", "industry" : "FinTech", "salary" : { "min" : 250000.0, "max" : 275000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "New York, New York, United States", "locations" : [ "New York", "New York", "United States" ], "timestamp" : "2026-06-16T04:21:44.534", "fingerprint" : "16fa6224c1d2252742b03a5a257c6a3c84d71c4f31746de9e68d61ebf4efb865", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://boards.greenhouse.io/drivewealth/jobs/7771352003?gh_jid=7771352003", "externalId" : "7771352003", "industryFunction" : { }, "structuredLocations" : [ { "city" : "New York", "state" : "New York", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "40.7127281,-74.0060152" } ], "locationText" : "New York, New York, United States", "employmentType" : "FULL_TIME", "experienceLevel" : "Director", "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "About Us DriveWealth is on a mission to make investing easier. We believe that everyone should have the ability to control their financial future, and that access to financial markets should not be limited by geography, wealth, or legacy systems. We are a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices. Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options. There’s never been a better time to build a category-defining business and there has rarely been a team better positioned for this opportunity. Our culture blends the pace and agility of a fintech start-up with the impact, stability, and discipline of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. Join us and help build the future of global investing! About the Role The Director, Financial Planning a higher degree (e.g., MBA, CFA) is a plus. A track record of ownership and disciplined execution in high-stakes environments. The ability to prioritize ruthlessly, focusing on what’s critical versus important to drive work to completion. Strength in cross-functional partnership with the judgment to coordinate across multiple teams. Impeccable high integrity, sound judgment, and a deep respect for risk, control, and operational excellence. New York, NY - Hybrid Please note: this role is expected to come into our office on a cadence set by the Hiring Manager/Team. Pay Range: $250,000 USD - $275,000 USD Working at DriveWealth We do our best work when we’re in the same room. To maintain the speed our partners expect, our New York, Chicago, and Lithuania teams work in-office 4 days a week. We’ve found that being physically side-by-side is the only way to solve complex problems in real-time and stay truly accountable to the products we ship. When you’re here, you’re working directly with the people making the decisions. To support that work, we provide competitive compensation, equity, and a 401(k) match. We also offer full insurance coverage, a wellness reimbursement, a company-provided phone, and a personal development allowance. Finally, we value the time you spend away from the office with generous PTO, observed holidays, and extended leave. Work Authorization Applicants must possess the legal right to work in the country where the position is located at the time of application. DriveWealth requires all employees to provide original documentation verifying their work authorization on or before their first day of employment. For US-based roles: Applicants must be currently authorized to work in the United States on a full-time basis without the need for current or future visa sponsorship. DriveWealth does not provide visa sponsorship or support for employment authorization, including transfers, at this time. Offers of employment are strictly contingent upon an individual’s ability to secure and maintain the legal right to work at the Company. How We Think About AI We leverage AI to work smarter and move faster. We seek AI-curious talent who are proactive about using emerging tools to increase signal quality, reduce friction, and improve outcomes to deliver products faster, provide better service to our partners, and to streamline processes. Your ability to leverage our internal tools and technology to drive results is as important to us as your core domain expertise. Compensation Pay is generally based on the level, complexity, responsibility, location, and job duties/requirements of the specific position. We then source candidates with the requisite skills, expertise, education, training, and experience. If you are selected for an interview, please feel welcome to speak to a recruiter about our compensation philosophy and other available benefits. This role is eligible for base, bonus, equity, 401(k) match, and heavily subsidized benefits and perks. Equal Employment Opportunity To build technology and products that are used and loved by people and solve real-world problems, we need to build a team with many different perspectives and experiences. We are an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply. Agency Disclaimer DriveWealth does not accept agency resumes. Do not forward resumes to our jobs alias, employees, or any other organization location. DriveWealth is not responsible for any fees related to unsolicited resumes.", "summaryDescription" : "Director, Financial Planning & Analysis at DriveWealth", "postedDate" : "2026-06-14T19:22:10.007", "createdAt" : "2026-06-14T19:22:10.007", "lastUpdated" : "2026-06-16T04:21:44.534", "ingestTimestamp" : "2026-06-14T19:22:10.007", "mongoId" : "6a2c94a274d8ee00a098b047", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 250000, "salaryAnnualMax" : 275000, "salaryBand" : "200k+", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Director", "dataQualityScore" : 0.8888889, "_score" : 418.84476, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "FinTech", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2c636974d8ee00a08f8c7a", "title" : "VP, Financial Planning & Analysis", "company" : "Panavision", "industry" : "Technology", "salary" : { "min" : 275000.0, "max" : 450000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a VP of Financial Planning & Analysis in Woodland Hills, CA, adjusted for executive seniority and the media industry." }, "location" : "Woodland Hills, CA", "locations" : [ "Woodland Hills, CA" ], "certifications" : [ "CPA", "CMA" ], "timestamp" : "2026-06-16T00:43:30.208", "fingerprint" : "ad1d36a2d599dde80f935aef01ab40876393a457feaadc54f1ff699b706435ed", "source" : "jazzhr", "language" : "en", "externalId" : "tssQfsBeu6", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Woodland Hills", "state" : "California", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "34.1684364,-118.6058382" } ], "locationText" : "Woodland Hills, California, United States", "experienceMinYears" : 10, "experienceMaxYears" : 99, "experienceLevel" : "Executive", "technicalSkills" : "Excel, Financial modeling software", "professionalSkills" : [ "Financial planning", "Financial analysis", "Budgeting", "Forecasting", "Strategic planning" ], "hardSkillsList" : [ "FP&A", "Financial reporting", "Variance analysis" ], "hardSkills" : [ { "name" : "FP&A", "level" : "intermediate" }, { "name" : "Financial reporting", "level" : "intermediate" }, { "name" : "Variance analysis", "level" : "intermediate" } ], "majorSkills" : "Financial planning, FP&A, Budgeting", "majorSkillsList" : [ "Financial planning", "FP&A", "Budgeting" ], "coreResponsibilities" : "Develop annual operating budget, Prepare monthly financial forecasts, Analyze financial performance, Identify financial risks, Develop financial models, Prepare financial reports, Support strategic initiatives, Improve financial processes", "teamCollaboration" : "Cross-functional teams; Executive leadership", "domainKnowledge" : "Corporate finance; Accounting principles", "domainList" : [ "corporate-finance", "accounting-principles" ], "domainSpecificKnowledge" : [ "Corporate finance", "Accounting principles" ], "toolProficiency" : [ "ERP systems", "BI tools" ], "communicationSkills" : "Executive presentations", "problemSolvingSkills" : "Financial analysis", "qualificationsBasic" : "5+ years FP&A experience, Bachelor's degree", "qualificationsPreferred" : "MBA or Master's degree preferred, CPA or CMA preferred", "workSiteFlexibility" : "Onsite", "summaryDescription" : "VP, Financial Planning & Analysis at Panavision. Skills: Financial planning, FP&A, Budgeting. Develop annual operating budget. Prepare monthly financial forecasts", "createdAt" : "2026-06-14T18:45:32.551", "lastUpdated" : "2026-06-16T00:43:30.208", "ingestTimestamp" : "2026-06-14T18:45:32.551", "mongoId" : "6a2c636974d8ee00a08f8c7a", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 275000, "salaryAnnualMax" : 450000, "salaryBand" : "200k+", "hasSalary" : true, "allSkills" : [ "FP&A", "Financial reporting", "Variance analysis", "Financial planning", "Budgeting", "Financial analysis", "Forecasting", "Strategic planning", "Corporate finance", "Accounting principles", "CPA", "CMA", "ERP systems", "BI tools" ], "skillCount" : 14, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "VP", "dataQualityScore" : 0.6666667, "_score" : 396.82068, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Media", "llmIndustryConfidence" : 0.98 }, { "id" : "6a30678df292fd229cfbf1cc", "title" : "Technical Manager, Financial Planning and Analysis (FP&A)", "company" : "Prenuvo", "industry" : "FinTech", "salary" : { "min" : 160000.0, "max" : 190000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "Prenuvo HQ - US", "locations" : [ "Prenuvo HQ - US" ], "timestamp" : "2026-06-16T08:20:34.911", "fingerprint" : "a8a7db2998f880f9bc9684ef7cc46352e35969dfa544efdf4bda9fc0409f2934", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://app.careerpuck.com/job-board/prenuvo/job/4704446005?gh_jid=4704446005", "externalId" : "4704446005", "industryFunction" : { }, "structuredLocations" : [ { "country" : "United States", "continent" : "na", "workMode" : "remote" } ], "locationText" : "United States", "employmentType" : "FULL_TIME", "experienceLevel" : "Manager", "remoteFriendly" : true, "rawDescription" : "About Us At Prenuvo, we are on a mission to flip the paradigm from reactive “sick-care” to proactive health care. Our award-winning whole body scan is fast (under 1 hour), safe (MRI has no ionizing radiation), and non-invasive (no contrast). Our unique integrated stack of optimized hardware, software, and increasingly AI, coupled with the patient-centric experience across our domestic and global clinics, have allowed us to lead the change against “we caught it too late again\". We are seeking a full-time Technical Manager, Financial Planning & Analysis to join our growing FP&A team. This role will serve as the bridge between finance, data, and technology, helping build and scale our planning infrastructure while supporting both clinic operations and corporate functions. The ideal candidate is a strategic and analytical thinker who combines strong FP&A expertise with systems and data acumen. You are comfortable operating independently, partnering across teams, and driving initiatives from concept to execution. No task is too small or too complex, and you thrive in a fast-paced, evolving environment. A key focus of this role will be leading the implementation and ongoing optimization of Pigment, our first enterprise FP&A planning platform. This individual will help establish scalable planning processes, improve data connectivity, and enable more sophisticated forecasting, reporting, and decision support capabilities across the organization. Title and level will be assessed commensurate with experience. This position reports directly to the VP, FP& A. This role does not provide visa sponsorship. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship for a work visa (current or future). Help reshape the world through proactive healthcare while working with cutting-edge technology and high performing teams with deep expertise - join us to make a difference in people’s lives! What You’ll Do Financial Systems & Planning Infrastructure Lead the implementation, administration, and ongoing optimization of our FP&A planning platform (Pigment). Serve as the primary liaison between Finance, Data, and Engineering teams to ensure the integrity, scalability, and usability of financial data and planning systems. Design and maintain data models, integrations, and reporting structures that support budgeting, forecasting, long-range planning, and management reporting. Establish governance, documentation, and best practices for financial systems and planning processes. Financial Planning & Analysis Partner with other FP&A Managers on the development and maintenance of driver-based financial models to support budgeting, forecasting, long-range planning, and strategic decision-making. Develop real-time reporting and performance dashboards to monitor business results and analyze variances against plan. Own consolidations and lead preparation of our Monthly Financial Packages and other Quarterly and Annual Board Reporting. Support monthly, quarterly, and annual forecasting processes, ensuring accuracy, consistency, and actionable insights. Conduct detailed analyses of business performance, including operational metrics, marketing efficiency, customer acquisition costs, revenue performance, and other key drivers. Business Partnership & Strategic Support Act as the primary business partner for our CTO and IT teams. Partner with department leaders to support goal setting, resource planning, performance measurement, and growth initiatives. Translate complex financial and operational data into actionable recommendations for business stakeholders. Prepare and deliver clear, concise, and insightful analyses and presentations for senior leadership. Champion continuous improvement initiatives across financial processes, reporting, systems, and analytics capabilities. What You’ll Bring Strong foundation in FP&A, including budgeting, forecasting, long-range planning, variance analysis, and management reporting. Hands-on experience implementing, administering, or optimizing FP&A platforms such as Pigment, Anaplan, Adaptive Planning, Planful, or similar tools. Experience building driver-based financial models and scalable planning processes in a high-growth environment. Strong understanding of financial statements, operational KPIs, business performance drivers, and SaaS or multi-site operating metrics. Demonstrated ability to work with large, complex datasets and partner effectively with data and technology teams. Advanced analytical, problem-solving, and financial modeling skills with exceptional attention to detail. Excellent communication and presentation skills, with the ability to influence both finance and non-finance stakeholders. A proactive, solution-oriented mindset with a track record of overcoming obstacles and driving results. Comfortable navigating ambiguity and managing multiple priorities in a rapidly changing environment. Technical Skills Experience with SQL and data warehouse environments (Snowflake, BigQuery, Redshift, etc.) Experience integrating ERP, HRIS, CRM, and operational data into planning systems Familiarity with BI tools such as Sigma, Tableau, Power BI, or Looker Experience designing data models and dimensional planning structures preferred AI & Automation Experience leveraging automation and AI tools to improve forecasting, reporting, and planning workflows preferred Proven track record identifying and implementing process improvements that reduce manual effort and increase scalability Preferred Qualifications 5–10+ years of experience in FP&A, strategic finance, finance systems, or related fields Prior experience leading a planning system implementation from design through deployment Experience in healthcare services, multi-site operations, or high-growth environments Our Values First: we are Pioneers Transforming healthcare requires divergent thinking, bias for action, disciplined experimentation, and consistent grit and determination to maintain momentum. This journey is as challenging as it is rewarding. Second: we are Platform-Builders We’re always building foundations that allow us to achieve tomorrow more than we did today. We never lose sight of what’s ahead – in a mindset of ownership and duty to our mission. Above all: we are Patients We could all be the next person who walks through our very doors, seeking clarity or peace of mind. We are proud of our impact on our patients’ lives, and we won’t stop till everyone can benefit from our work. What We Offer An avenue to make a positive impact on people's lives and their health We believe in preventative healthcare for everyone, including our team - Prenuvo provides free, whole-body scans to each team member Growth opportunities are at the heart of our people journey, we’re doing big things with bright minds - there is no single path to success, it can be shaped along the way Building strong relationships is at the core of everything we do - our team gets together each week to connect, share, and socialize Recognizing time away to restore is vital to our wellbeing - we have a flexible vacation policy and we will encourage you to use it We now offer the Prenuvo’s Commuter Benefits Plan to help cover your transit and parking costs. Whether you ride, drive, or park, we’ve got you covered—making your commute easier and more affordable! Retirement made easy! Prenuvo offers a 401(k) retirement savings plan to eligible employees, allowing team members to make pre-tax contributions toward their retirement. While Prenuvo facilitates access to the plan, the company does not currently offer matching contributions. We offer a comprehensive benefits package including health, dental, vision, including Mental Health coverage, to support you and your family The base salary for this role ranges from $160,000- $190,000, depending on experience and geographic location We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. As part of the hiring process, successful candidates will undergo a background check in compliance to applicable federal, provincial, and state rules. Please be advised that official communication from our recruitment team will only come from our authorized domain [prenuvo.com]. If you are contacted by a recruiter, please ensure their email address ends with @prenuvo.com. We do not use third-party recruitment services or any other email domains for hiring purposes. If you receive communication that you believe to be fraudulent, please report it immediately to jobs@prenuvo.com.", "summaryDescription" : "Technical Manager, Financial Planning and Analysis (FP&A) at Prenuvo", "postedDate" : "2026-06-15T23:29:34.798", "createdAt" : "2026-06-15T23:29:34.798", "lastUpdated" : "2026-06-16T08:20:34.911", "ingestTimestamp" : "2026-06-15T23:29:34.798", "mongoId" : "6a30678df292fd229cfbf1cc", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 160000, "salaryAnnualMax" : 190000, "salaryBand" : "150k-200k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Manager", "dataQualityScore" : 0.8888889, "_score" : 390.3056, "daysOld" : 0, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Healthcare", "llmIndustryConfidence" : 0.97 }, { "id" : "6a30672df292fd229cfba159", "title" : "Director or Associate Director, EU Financial Services (Public Policy)", "company" : "FGS Global", "industry" : "Consulting", "salary" : { "min" : 135000.0, "max" : 195000.0, "currency" : "EUR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for Director in Brussels, Belgium, adjusted for the consulting industry and company size." }, "location" : "Brussels", "locations" : [ "Brussels" ], "timestamp" : "2026-06-16T08:57:10.809", "fingerprint" : "59ff1b46d2ab9c9686b8301533c5bb262a5086bfdd327a412c3f30ec1261fce8", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/fgsglobal/jobs/5162116007", "externalId" : "5162116007", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Brussels", "country" : "Belgium", "continent" : "eu", "source" : "llm", "workMode" : "onsite", "geo" : "50.8467372,4.3524930" } ], "locationText" : "Brussels, Belgium", "employmentType" : "FULL_TIME", "experienceLevel" : "Director", "professionalSkills" : [ "Policy analysis", "Client delivery", "Stakeholder engagement", "Project management", "New business support", "Team support" ], "hardSkillsList" : [ "Financial services policy", "Regulatory developments" ], "hardSkills" : [ { "name" : "Financial services policy", "level" : "intermediate" }, { "name" : "Regulatory developments", "level" : "intermediate" } ], "majorSkills" : "Public Policy, Client Management", "majorSkillsList" : [ "Public Policy", "Client Management" ], "coreResponsibilities" : "Track and interpret EU financial services policy, Translate complex legislative changes into actionable insights, Connect regulatory developments to political context, Lead the delivery of client mandates, Contribute to day-to-day account management, Ensure high-quality written and oral outputs, Lead in identifying and engaging stakeholders, Own specific workstreams within mandates, Coordinate across internal teams, Ensure delivery meets deadlines, Contribute to securing new business, Provide guidance and feedback to junior colleagues", "teamCollaboration" : "Coordinating across internal teams; Close collaboration with integrated project teams", "projectManagementSkills" : [ "Project management" ], "domainKnowledge" : "EU financial services policy; Financial services sector", "domainList" : [ "eu-financial-services-policy", "financial-services-sector" ], "domainSpecificKnowledge" : [ "EU financial services policy", "Financial services sector" ], "communicationSkills" : "Client-ready analysis; Oral outputs; Written outputs", "continuousLearning" : "Continuous development; FGS Global Academy", "qualificationsBasic" : "5–10 years of experience, Direct experience working on financial services policy and regulation, Excellent written and oral skills, Very good working knowledge of the EU financial services policy landscape, Ability to engage confidently with clients and external stakeholders, Organisational skills and a track record of delivering to deadlines", "qualificationsPreferred" : "Fluency in additional European languages", "remoteFriendly" : false, "workSiteFlexibility" : "Flexible", "rawDescription" : "Director or Associate Director, EU Financial Services (Public Policy) (all genders) FGS Global is the strategic leadership advisory for a complex world. We help our clients anticipate what's next, influence what matters and orchestrate outcomes that last. We work across strategic and financial communications, policy and public affairs, corporate reputation, crisis management, AI advisory and data-driven digital engagement. With 1,400 professionals in 31 offices around the world, our capabilities give leaders an integrated advantage at every critical moment. Our Brussels office serves as our EU hub, and we are looking for a Director or Associate Director to join our Financial Services Policy team there. Join our team in Brussels as a Director or Associate Director, EU Financial Services (all genders) Your Responsibilities Policy monitoring and analysis: Track and interpret EU financial services policy and regulatory developments, translating complex legislative changes into clear, actionable insights for clients that go beyond surface-level monitoring. We expect analysis that connects regulatory developments to the political and geopolitical context and specific business needs of each client, presented in a way that is immediately understandable and useful to non-specialist audiences. Client delivery: Lead the delivery of client mandates across the financial services sector, contributing to day-to-day account management and ensuring high-quality written and oral outputs. Stakeholder engagement: Lead in identifying and engaging relevant political, policy and regulatory stakeholders across the EU institutions, member-state representations, trade associations and think tanks. Project management: Own specific workstreams within larger mandates, coordinating across internal teams and ensure delivery meets deadlines and the highest standards. New business support: Contribute to securing new business, including research, engagement, writing proposals and participating in pitch meetings alongside senior colleagues. Junior team support: Provide guidance and feedback to junior colleagues, contributing to a culture of high performance within the team. What You Should Bring The ideal candidate has a solid grounding in EU financial services policy, gained through experience in a consultancy, trade association, EU institution or regulatory body, member-state representation and/or financial institution. You understand how policy and regulation affect businesses operating in the financial services sector, and you know how to communicate that clearly to clients whose priorities and pressures differ from those of the institutions. 5–10 years of experience (depending on level) in a public-affairs agency, management consultancy, strategic advisory firm, trade association, EU institution or regulatory body, member-state representation and/or financial institution. Direct experience working on financial services policy and regulation. Excellent written and oral skills, with a demonstrated ability to translate complex policy and regulatory developments into concise, client-ready analysis. Very good working knowledge of the EU financial services policy landscape, including key legislative files and the organisations that shape them. Ability to engage confidently with clients and external stakeholders, with support from senior colleagues where needed. Strong organisational skills and a track record of delivering to deadlines across multiple workstreams. Proactive, collaborative approach with an interest in developing your own expertise and client relationships over time. Fluency in English; additional European languages are an asset. What We Offer The opportunity to work within one of the world’s leading strategic leadership advisory firms, on high-profile mandates across EU institutions, member states and global clients. The opportunity to contribute to and shape FGS Global’s Financial Services Policy team in Brussels. Exciting mandates and real development prospects across financial-services markets, geographies and practice areas. An inspiring working environment, with the opportunity to work at another of our offices for a limited period of time. Induction and individual support from experienced senior consultants. Continuous development through close collaboration with integrated project teams and the FGS Global Academy. A dedicated and supportive Financial Services Policy team that works across the UK, Europe and southeast Asia. A corporate culture that combines excellence with team spirit, and a flexible working model across our offices and from home. Don’t meet every single requirement? Don’t worry! Studies have shown that some groups of people are less likely to apply for jobs unless they meet every qualification. At FGS Global, we are committed to building a diverse, inclusive and authentic workplace. If you’re excited about this role and our company but your experience doesn’t perfectly align with every requirement in the job description, we encourage you to apply anyway. You may be just the right candidate for this or another role. We look forward to your complete application, including all relevant academic and professional certificates and/or reference letters. Find more information at https://fgsglobal.com/.", "summaryDescription" : "Director or Associate Director, EU Financial Services (Public Policy) at FGS Global. Skills: Public Policy, Client Management. Track and interpret EU financial services policy. Translate complex legislative changes into actionable insights", "postedDate" : "2026-06-15T23:29:33.931", "createdAt" : "2026-06-15T23:29:33.931", "lastUpdated" : "2026-06-16T08:57:10.809", "ingestTimestamp" : "2026-06-15T23:29:33.931", "mongoId" : "6a30672df292fd229cfba159", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "100k-150k", "hasSalary" : false, "allSkills" : [ "Financial services policy", "Regulatory developments", "Public Policy", "Client Management", "Policy analysis", "Client delivery", "Stakeholder engagement", "Project management", "New business support", "Team support", "EU financial services policy", "Financial services sector" ], "skillCount" : 12, "jobCategory" : "general", "jobSubcategory" : "general", "seniorityLevel" : "Director", "dataQualityScore" : 1.0, "_score" : 381.88168, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Consulting", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c92ba74d8ee00a09866be", "title" : "VP, Financial Planning & Analysis", "company" : "Attentive", "industry" : "SaaS", "salary" : { "min" : 300000.0, "max" : 450000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a VP, Financial Planning & Analysis in the Technology industry in the United States, adjusted for executive seniority and remote work." }, "location" : "United States", "locations" : [ "United States" ], "timestamp" : "2026-06-15T12:58:20.722", "fingerprint" : "43fc8527d740ffb2dda962e2693f46e4ac40e707d1094e4ae3b67b759e825285", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/attentive/jobs/4120619009", "externalId" : "4120619009", "industryFunction" : { }, "structuredLocations" : [ { "country" : "United States", "continent" : "na", "workMode" : "remote" } ], "locationText" : "United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 10, "experienceMaxYears" : 99, "experienceLevel" : "Executive", "technicalSkills" : "Python, R, SQL, MATLAB", "professionalSkills" : [ "Financial planning", "Forecasting", "Management reporting", "Board reporting", "Business partnering", "Financial modeling", "Strategic planning", "Operational finance" ], "hardSkillsList" : [ "Financial analysis", "Budgeting", "Variance analysis", "Financial reporting", "Data analysis" ], "softSkillsList" : [ "Leadership", "Strategic thinking" ], "hardSkills" : [ { "name" : "Financial analysis", "level" : "intermediate" }, { "name" : "Budgeting", "level" : "intermediate" }, { "name" : "Variance analysis", "level" : "intermediate" }, { "name" : "Financial reporting", "level" : "intermediate" }, { "name" : "Data analysis", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Leadership" }, { "name" : "Strategic thinking" } ], "majorSkills" : "Financial planning, Forecasting, Management reporting", "majorSkillsList" : [ "Financial planning", "Forecasting", "Management reporting" ], "coreResponsibilities" : "Build and lead FP&A team, Manage long-range financial planning, Manage annual financial planning, Manage forecasting, Manage management reporting, Manage Board reporting, Partner with leadership team, Partner with organization, Develop best-in-class FP&A, Implement scalable financial processes, Implement forecasts, Ensure financial operational excellence, Improve systems, Improve teams, Support high-growth business, Support scalable business, Enable business success, Communicate complex concepts, Communicate strategies, Communicate projections, Simplify complex models, Simplify analysis, Think about strategic implications, Analyze impact on business, Analyze impact on financial model", "teamCollaboration" : "Trusted business partner; Advisor to leadership; Present to investors; Present to analysts; Present to bankers; Present to internal stakeholders", "domainKnowledge" : "AI marketing; 1:1 personalization; Customer relationships; SMS marketing; Behavioral insights; Financial instruments; Regulatory frameworks; Risk methodologies; Quantitative skills", "domainList" : [ "ai-marketing", "1-1-personalization", "customer-relationships", "sms-marketing", "behavioral-insights", "financial-instruments", "regulatory-frameworks", "risk-methodologies", "quantitative-skills" ], "domainSpecificKnowledge" : [ "AI marketing", "1:1 personalization", "Customer relationships", "SMS marketing", "Behavioral insights", "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills" ], "toolProficiency" : [ "Bloomberg Terminal", "Reuters Eikon", "FactSet" ], "communicationSkills" : "Written communication; Visual communication; Messaging; Present complex concepts; Simplify models", "qualificationsBasic" : "5+ years FP&A experience, Experience building scalable financial processes, Experience building and implementing forecasts, Experience building, installing, and improving systems, Experience building and improving teams, Experience supporting high-growth companies, Experience supporting scalable companies, Experience enabling business success", "qualificationsPreferred" : "FP&A leadership experience preferred, Experience with AI marketing platform preferred, Experience with financial instruments preferred, Experience with regulatory frameworks preferred, Experience with risk methodologies preferred, Experience with quantitative skills preferred", "remoteFriendly" : true, "rawDescription" : "Attentive® is the AI marketing platform for 1:1 personalization redefining the way brands and people connect. We’re the only marketing platform that combines powerful technology with human expertise to build authentic customer relationships. By unifying SMS, RCS, email, and push notifications, our AI-powered personalization engine delivers bespoke experiences that drive performance, revenue, and loyalty through real-time behavioral insights. Recognized as the #1 provider in SMS Marketing by G2, Attentive partners with more than 8,000 customers across 70+ industries. Leading global brands like Crate and Barrel, Urban Outfitters, and Carter’s work with us to enable billions of interactions that power tens of billions in revenue for our customers. With a distributed global workforce and employee hubs in New York City, San Francisco, London, and Sydney, Attentive’s team has been consistently recognized for its performance and culture. We’re proud to be included in Deloitte’s Fast 500 (four years running!), LinkedIn’s Top Startups, Forbes’ Cloud 100 (five years running!), Inc.’s Best Workplaces, and the Human Rights Campaign Foundation's Corporate Equality Index! About the Role Attentive Mobile is seeking a Vice President of Financial Planning and Analysis that will report directly to the Chief Financial Officer. The VP will build and lead a team responsible for the company's long-range and annual financial planning, forecasting, management and Board reporting, as well as serve as a trusted business partner and advisor to the leadership team and the entire organization. They will be responsible for continuing to develop a best-in-class FP building and implementing scalable financial processes and forecasts Financial and Operational Excellence: A strong operational finance grounding to ensure financial and operational excellence; a demonstrable track record of having built, installed and continuously improved systems and teams that support a high-growth, scalable, an accurate finance capability that enables the business’ success Strong Communicator & Presenter: Excels in written and visual communication and messaging. Ability to comfortably present complex concepts, strategies and projections to external investors, analysts, bankers, as well as internal stakeholders. Ability to simplify complex models and analysis for executive/external communication Strategic Thinking: Ability to think about implications of strategic choices and their impact on our business and financial model You'll get competitive perks and benefits, from health & wellness to equity, to help you bring your best self to work. For US based applicants: The US base salary range for this full-time position is $290,000 - $345,000 annually + equity + benefits Our salary ranges are determined by role, level and location #LI-AL1 #LI-DNI By applying for this position, your data will be processed as per Attentive's Privacy Policy. Attentive Company Values Default to Action - Move swiftly and with purpose Be One Unstoppable Team - Rally as each other’s champions Champion the Customer - Our success is defined by our customers' success Act Like an Owner - Take responsibility for Attentive’s success Learn more about AWAKE, Attentive’s collective of employee resource groups. If you do not meet all the requirements listed here, we still encourage you to apply! No job description is perfect, and we may also have another opportunity that closely matches your skills and experience. At Attentive, we know that our Company's strength lies in the diversity of our employees. Attentive is an Equal Opportunity Employer and we welcome applicants from all backgrounds. Our policy is to provide equal employment opportunities for all employees, applicants and covered individuals regardless of protected characteristics. We prioritize and maintain a fair, inclusive and equitable workplace free from discrimination, harassment, and retaliation. Attentive is also committed to providing reasonable accommodations for candidates with disabilities. If you need any assistance or reasonable accommodations, please let your recruiter know.", "summaryDescription" : "VP, Financial Planning & Analysis at Attentive. Skills: Financial planning, Forecasting, Management reporting. Build and lead FP&A team. Manage long-range financial planning", "postedDate" : "2026-06-13T22:38:00.571", "createdAt" : "2026-06-13T22:38:00.571", "lastUpdated" : "2026-06-15T12:58:20.722", "ingestTimestamp" : "2026-06-13T22:38:00.571", "mongoId" : "6a2c92ba74d8ee00a09866be", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 300000, "salaryAnnualMax" : 450000, "salaryBand" : "200k+", "hasSalary" : true, "allSkills" : [ "Financial analysis", "Budgeting", "Variance analysis", "Financial reporting", "Data analysis", "Leadership", "Strategic thinking", "Financial planning", "Forecasting", "Management reporting", "Board reporting", "Business partnering", "Financial modeling", "Strategic planning", "Operational finance", "AI marketing", "1:1 personalization", "Customer relationships", "SMS marketing", "Behavioral insights", "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills", "Bloomberg Terminal", "Reuters Eikon", "FactSet" ], "skillCount" : 27, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "VP", "dataQualityScore" : 1.0, "_score" : 379.23434, "daysOld" : 1, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Technology", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2c7fce74d8ee00a0956646", "title" : "Financial Planning & Analysis Specialist", "company" : "Climate First Bank", "industry" : "Banking", "salary" : { "min" : 75000.0, "max" : 105000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Financial Planning & Analysis Specialist in the Banking industry in the United States, adjusted for remote work." }, "location" : "United States - Remote", "locations" : [ "United States - Remote" ], "certifications" : [ "CFA", "FRM" ], "timestamp" : "2026-06-15T09:38:15.572", "fingerprint" : "fd34c9b85f3269fa390ab3af2cede1bdbe9a05e4bc25702d1caec28df8291fab", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/climatefirstbank/jobs/4238378009", "externalId" : "4238378009", "industryFunction" : { }, "structuredLocations" : [ { "country" : "United States", "continent" : "na", "workMode" : "remote" } ], "locationText" : "United States", "domainKnowledge" : "Banking; Finance; Climate finance; Solar lending", "domainList" : [ "banking", "finance", "climate-finance", "solar-lending" ], "domainSpecificKnowledge" : [ "Banking", "Finance", "Climate finance", "Solar lending" ], "communicationSkills" : "Financial reporting; Presentations", "documentationSkills" : "Financial documentation", "problemSolvingSkills" : "Financial analysis; Problem solving", "specialRequirements" : "Occasional overtime, Occasional U.S. travel, Sustained standing and sitting, Frequent communication, Occasional lifting up to 20 lbs", "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "We are changing FINANCE to finance CHANGE! At Climate First Bank, we’re redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services—including solar, residential, commercial, ESOP Banking, Structured Finance and SBA loans—all designed to power a better future. We’re proud to be a Certified B Corporation, a member of 1% for the Planet, and part of the Global Alliance for Banking on Values (GABV), reflecting our deep commitment to sustainability, transparency, and ethical banking. With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we’re proving that banking can be a force for good. We don’t just support environmental and social causes—we’re built on them. Under our Holding Company, Climate First Bancorp, we are also powered by OneEthos. OneEthos operates at the intersection of fintech and traditional banking to expand access to inclusive, values-driven financial services. Regulated by the Federal Reserve Bank, it equips Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools—especially in climate finance and solar lending. Join the Movement We’re seeking driven, mission-aligned individuals ready to make an impact. If you’re passionate about sustainability, thrive in a fast-paced, results driven environment, and want to be part of something bigger, you will feel right at home. Our team is one of goal-setters, go-getters, problem solvers, thought leaders, and changemakers. We celebrate wins, tackle challenges head-on, and push boundaries. Fueled by purpose, we thrive where perseverance and passion turn ambitious goals into reality. Thrive at Climate First Bank At Climate First Bank, we’re investing in your future. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance. Compensation — In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. Actual compensation is based on industry salary ranges, internal salary structures, experience, skills and other job-related factors. Health Coverage — 100% employer-paid for employees; employer contribution for dependents by Us Medical, Dental Eastern Standard Hours. Standard banking hours, with occasional overtime during peak reporting periods. Occasional U.S travel for company events and leadership sessions. Sustained standing and sitting. Frequent communication (speaking and listening) in person, via email, text, phone, or video chat and use of PC. Occasional lifting up to 20 lbs. Equal Opportunity Statement: At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Equal Opportunity Employer/Disability/Veterans E-Verify Statement: This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U. S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9", "summaryDescription" : "Financial Planning & Analysis Specialist at Climate First Bank", "postedDate" : "2026-06-14T08:36:30.150", "createdAt" : "2026-06-14T08:36:30.150", "lastUpdated" : "2026-06-15T09:38:15.572", "ingestTimestamp" : "2026-06-14T08:36:30.150", "mongoId" : "6a2c7fce74d8ee00a0956646", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 75000, "salaryAnnualMax" : 105000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Banking", "Finance", "Climate finance", "Solar lending", "CFA", "FRM" ], "skillCount" : 6, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 0.7777778, "_score" : 378.5329, "daysOld" : 1, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Banking", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2c911774d8ee00a0981fbb", "title" : "Junior Financial Planning Analyst (FP&A)", "company" : "Proton", "industry" : "Technology", "salary" : { "min" : 75000.0, "max" : 95000.0, "currency" : "CHF", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Junior Financial Planning Analyst in Geneva, Switzerland, adjusted for the technology industry and entry-level experience." }, "location" : "Geneva, Switzerland", "locations" : [ "Geneva", "Switzerland" ], "timestamp" : "2026-06-15T09:29:30.601", "fingerprint" : "249d13adcfc209e7e5314f60c5b45dfe90f96a3e66e22f5453048b12b4f18ac6", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.eu.greenhouse.io/proton/jobs/4895279101", "externalId" : "4895279101", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Geneva", "country" : "Switzerland", "continent" : "eu", "source" : "llm", "workMode" : "onsite", "geo" : "46.2017559,6.1466014" } ], "locationText" : "Geneva, Switzerland", "employmentType" : "CONTRACT", "experienceMinYears" : 1, "experienceMaxYears" : 3, "experienceLevel" : "Entry", "technicalSkills" : "Excel", "professionalSkills" : [ "Financial planning", "Financial analysis", "Financial modeling", "Variance analysis", "Budget preparation", "Forecasting" ], "hardSkillsList" : [ "Financial modeling", "Variance analysis", "Budgeting", "Forecasting", "Financial reporting" ], "hardSkills" : [ { "name" : "Financial modeling", "level" : "intermediate" }, { "name" : "Variance analysis", "level" : "intermediate" }, { "name" : "Budgeting", "level" : "intermediate" }, { "name" : "Forecasting", "level" : "intermediate" }, { "name" : "Financial reporting", "level" : "intermediate" } ], "majorSkills" : "Financial planning, Financial analysis, Financial modeling", "majorSkillsList" : [ "Financial planning", "Financial analysis", "Financial modeling" ], "coreResponsibilities" : "Assist in budget preparation, Assist in forecast preparation, Assist in long-term financial plans, Perform variance analysis, Develop financial models, Maintain financial models, Analyze financial performance, Provide insights to management, Support financial reporting, Gather financial data, Ensure data accuracy, Leverage Pigment for planning, Leverage Pigment for reporting, Leverage Pigment for visualization, Identify process improvements, Implement best practices, Conduct training sessions", "teamCollaboration" : "Cross-functional teams", "domainKnowledge" : "Financial instruments; Regulatory frameworks; Risk methodologies; Quantitative skills", "domainList" : [ "financial-instruments", "regulatory-frameworks", "risk-methodologies", "quantitative-skills" ], "domainSpecificKnowledge" : [ "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills" ], "toolProficiency" : [ "Excel", "Pigment" ], "communicationSkills" : "Interpersonal skills", "continuousLearning" : "Learning and development", "problemSolvingSkills" : "Analytical skills; Problem-solving skills", "qualificationsBasic" : "Bachelor's degree in Finance, Bachelor's degree in Accounting, Bachelor's degree in Economics, 1-3 years experience, Advanced Excel skills, Experience with Pigment", "qualificationsPreferred" : "Experience with similar software", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Join Proton and build a better internet where privacy is the default Proton was founded in 2014 by scientists from CERN on a simple truth: privacy is a fundamental human right. Since then, we’ve built the world’s largest encrypted email service (Proton Mail) and expanded into Proton VPN, Proton Drive, Proton Pass, and Proton Calendar—tools used by millions globally to protect their freedom, fight censorship, and keep their data safe. In some situations, Proton has literally helped save lives! We are profitable, independent (no VC control), and selectively hire from the top ~1% of applicants. Our 500+ team members across 50+ countries come from leading organizations and elite academic backgrounds. We move fast, keep hierarchy light, and prioritize impact over optics. If you want to do meaningful work with exceptionally high-caliber people, this is it. Join us and do work you can truly be proud of. Check our open-source projects here! The team: Within our Finance function in Geneva, we are seeking a Junior Financial Planning Analyst (FP&A) for a fixed-term contract of 8 months to enhance our financial planning and analysis capabilities. Reporting to FP&A team lead, you will be a strategic addition to our team, supporting the hyper-growth of Proton by providing critical financial insights and analysis. You will contribute in driving the financial planning and forecasting processes, ensuring accurate and timely financial data is available to inform strategic decision-making. The primary focus of this role is to develop and maintain robust financial models, perform variance analysis, and support the preparation of budgets and forecasts. The ideal candidate will bring 1–3 years of experience in financial planning and analysis, possess advanced Excel skills, and have some experience with Pigment. This role involves collaborating with cross-functional teams to gather and analyze financial data, identifying trends, risks, and opportunities. You will be responsible for preparing and reviewing financial reports, providing insights to senior management, and ensuring compliance with internal financial policies and procedures. Beyond the core responsibilities of financial planning and analysis, the FP&A Analyst will contribute to ongoing financial reporting, providing actionable insights to support business objectives and improve financial performance. The role includes identifying opportunities for process improvement, implementing best practices, and conducting training sessions for internal teams. In summary, the Junior FP&A Analyst will be a key player in supporting Proton’s financial strategy, ensuring accurate financial planning and analysis, and contributing to the overall financial health of the organization. The role requires a strategic mindset, strong analytical skills, and the ability to effectively communicate and collaborate across various teams. What you will do: Assist in the preparation of annual budgets, forecasts, and long-term financial plans. Perform variance analysis to identify trends, risks, and opportunities. Develop and maintain financial models to support strategic initiatives. Analyze financial performance and provide insights to senior management. Support monthly and quarterly financial reporting processes. Collaborate with cross-functional teams to gather data and ensure accuracy of financial information. Leverage Pigment for financial planning, reporting, and data visualization. What we are looking for: Bachelor’s degree in Finance, Accounting, Economics, or a related field. 1–3 years of experience in financial planning and analysis. High proficiency in Microsoft Excel, including advanced functions. Experience with Pigment or similar financial planning software. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. What We Offer: Work that Matters: millions of people trust Proton with their privacy. We answer only to our users — not advertisers, not investors with conflicting agendas, not governments. The work you do here is real, and the impact is measurable. (read more about our impact here) A great Team: Our team is diverse, collaborative, and tight-knit with people coming from all walks of life, including many of the world’s top academic institutions and organizations, such as MIT, Harvard, Stanford, Caltech, Cambridge, and ETH. Technology: you'll get the right hardware and the right software you need to do your best work. Learning & Development: we invest in your growth because sharp people make us better. Proton is one of the fastest ways to accelerate your career because you'll be thrown into real challenges, with real ownership, from day one. Employee Benefits: your wellbeing isn't an afterthought. We offer strong health coverage, solid retirement options, generous leave, and wellness support so you can bring your best self to work every day Stock Options: at Proton, we all have the opportunity to be owners of the company. From day one, you have a real stake in what we're building. When Proton wins, you win. In-Person Collaboration: Amazing things happen when passionate, smart, and purposeful people get together in the same room. With offices across Geneva, Zürich, Barcelona, London and more, you'll spend most of your time collaborating face-to-face with people who genuinely care about what they're building Food: Lunch and snacks are on us every day in our offices so you can focus on the work and not on what's for lunch. Transport: getting to the office shouldn't cost you. We cover public transport, bike allowances, or parking, whichever works for you. Flexible Working: you own your schedule. Set hours that work for you and your team — because outcomes matter more than when the clock says you started. Our Commitment to Diversity and Inclusion At Proton, we believe diversity drives innovation and strengthens our mission to provide privacy as a default for all. We are committed to fostering an inclusive environment where all individuals, regardless of race, ethnicity, gender, age, sexual orientation, physical ability, or socio-economic background, feel valued and empowered. We strive to create equal opportunities, promote open dialogue, and support continuous learning to ensure every voice is heard and respected. If you need any extra support or reasonable adjustments during the hiring process, please let your talent partner know. Candidate Privacy Notice When you apply for a position, refer a candidate, or are considered for a role at Proton Technologies AG (Proton, we, us, or our), your information is stored in Greenhouse, in accordance with their Service Privacy Policy. This information is used to evaluate your suitability for the posted position. We also retain this information for consideration for future roles that you may apply for or that we believe may align with your background and skills. If we no longer have a legitimate business need to process your information, we will either delete or anonymize it. Should you have any inquiries about how we use or manage your information, or if you wish to access, correct, or delete your data, please contact our privacy team at careers@proton.ch. Proton does not accept unsolicited resumes from any sources other than directly from candidates. We will not pay a fee for any placement resulting from an unsolicited offer, even if the candidate is subsequently hired by Proton. To learn more about our privacy policy, please visit our privacy policy page. #LI-Onsite", "summaryDescription" : "Junior Financial Planning Analyst (FP&A) at Proton. Skills: Financial planning, Financial analysis, Financial modeling. Assist in budget preparation. Assist in forecast preparation", "postedDate" : "2026-06-14T08:43:36.774", "createdAt" : "2026-06-14T08:43:36.774", "lastUpdated" : "2026-06-15T09:29:30.601", "ingestTimestamp" : "2026-06-14T08:43:36.774", "mongoId" : "6a2c911774d8ee00a0981fbb", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "75k-100k", "hasSalary" : false, "allSkills" : [ "Financial modeling", "Variance analysis", "Budgeting", "Forecasting", "Financial reporting", "Financial planning", "Financial analysis", "Budget preparation", "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills", "Excel", "Pigment" ], "skillCount" : 14, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Junior", "dataQualityScore" : 1.0, "_score" : 373.7975, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Technology", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2c94e974d8ee00a098be1b", "title" : "Senior Financial Planning Analyst", "company" : "Getnet", "industry" : "FinTech", "salary" : { "min" : 150000.0, "max" : 240000.0, "currency" : "BRL", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Senior Financial Planning Analyst in São Paulo, Brazil, adjusted for the FinTech industry and company size." }, "location" : "São Paulo, Brazil", "locations" : [ "São Paulo", "Brazil" ], "timestamp" : "2026-06-15T04:53:53.885", "fingerprint" : "8e5e77a2402a52fbd68f9189a6c0837e783f9d7178f80f3eb887390466744e17", "source" : "greenhouse", "language" : "pt", "applyUrl" : "https://job-boards.eu.greenhouse.io/getnet/jobs/4795918101", "externalId" : "4795918101", "industryFunction" : { }, "structuredLocations" : [ { "city" : "São Paulo", "country" : "Brazil", "continent" : "sa", "source" : "llm", "workMode" : "onsite", "geo" : "-23.5506507,-46.6333824" } ], "locationText" : "São Paulo, Brazil", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "continuousLearning" : "Learn a new language; Access learning platform", "rawDescription" : "✨ Seu talento impulsiona o nosso futuro A Getnet é uma empresa global de tecnologia especializada em soluções de pagamento para o comércio. Fundada no Brasil e presente na América Latina e na Península Ibérica, apoiamos mais de 1,3 milhão de comerciantes com serviços completos — da maquininha ao e-commerce. Fazemos parte da PagoNxt, a fintech global do Grupo Santander, e atuamos como um hub de adquirência com forte presença em Espanha, Portugal, Brasil, México, Chile, Argentina e Uruguai. Nossa missão é clara: simplificar os pagamentos com inovação, segurança e escala, ajudando negócios de todos os tamanhos a crescer com agilidade. Oferecemos uma plataforma unificada que integra hardware, software, prevenção à fraude, adquirência, conciliação e serviços financeiros — tudo em um só ecossistema, para que nossos clientes possam focar no crescimento do seu negócio. Fazer parte da Getnet é se juntar a uma empresa que combina a inovação de uma fintech com a solidez de um banco global. Imagine your future. Care for your career. Simplify your journey. Isso significa que você terá a chance de construir soluções de impacto, crescer com oportunidades reais de desenvolvimento e evoluir em uma cultura que valoriza bem-estar, inclusão e clareza. Combinamos flexibilidade, autonomia e colaboração global — para que você possa focar no que importa, se conectar com propósito e ajudar a moldar o futuro. Aqui, você vai encontrar espaço para crescer, oportunidades reais para liderar e uma cultura onde todas as pessoas pertencem e contribuem. ✨ Se você quer fazer parte da próxima geração de soluções financeiras, este é o lugar certo. Já te imagina sendo Nxter? Na Getnet, estamos buscando uma pessoa para a vaga de FP Inglês intermediário/avançado (desejável para interação global). Espanhol intermediário/avançado (desejável para interação global). \uD83C\uDFAF O que oferecemos \uD83E\uDE7A Assistência médica \uD83E\uDDB7 Assistência odontológica \uD83E\uDD73 Day off de aniversário \uD83D\uDE91 Seguro de vida \uD83D\uDC89 Campanha de vacinação anual \uD83D\uDE8C VT \uD83C\uDF5D VR/VA \uD83D\uDCB0 Bônus anual \uD83D\uDC76 Auxílio creche \uD83C\uDF85 Vale natalino \uD83E\uDD30 Extensão dos períodos de licença maternidade e paternidade \uD83E\uDDE0 Programa de Apoio Pessoal Especializado (PAPE) \uD83C\uDF0E Plataforma Ástex: recurso gratuito para você aprender um novo idioma (inglês, espanhol, francês, italiano, alemão ou português) \uD83D\uDCDA Acesso a uma plataforma de learning conectada a todos os conteúdos do LinkedIn Learning e o'Reilly ♨️ Possibilidade de contratação de empréstimos pessoais com juros menores que os de mercado \uD83D\uDCEC Seguinte passo Candidate-se e se você conhece alguém que possa estar procurando por essa oportunidade, compartilhe.", "summaryDescription" : "Senior Financial Planning Analyst at Getnet", "postedDate" : "2026-06-14T02:32:09.855", "createdAt" : "2026-06-14T02:32:09.855", "lastUpdated" : "2026-06-15T04:53:53.885", "ingestTimestamp" : "2026-06-14T02:32:09.855", "mongoId" : "6a2c94e974d8ee00a098be1b", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "150k-200k", "hasSalary" : false, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Senior", "dataQualityScore" : 0.7777778, "_score" : 364.46765, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "FinTech", "llmIndustryConfidence" : 0.95 }, { "id" : "69fd301c4c40e2acd1b225d1", "title" : "Senior Consultant – Financial Planning and Analysis", "company" : "Pyrovio", "industry" : "Consulting", "salary" : { "min" : 3500000.0, "max" : 5500000.0, "currency" : "INR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Senior Consultant in Financial Planning and Analysis in India, adjusted for seniority and the consulting industry." }, "location" : "Akron, OH", "locations" : [ "Akron", "OH" ], "timestamp" : "2026-06-15T09:09:54.090", "fingerprint" : "048875f7e74802d50b5e03309196ea278e919633b1039018d7cead055b77b43d", "source" : "breezyhr", "language" : "en", "applyUrl" : "https://pyrovio.breezy.hr/p/439a00e06153-senior-consultant-financial-planning-and-analysis", "externalId" : "439a00e06153", "industryFunction" : { }, "structuredLocations" : [ { "workMode" : "remote" } ], "locationText" : "", "employmentType" : "FULL_TIME", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "professionalSkills" : [ "Financial planning", "Financial analysis" ], "hardSkillsList" : [ "FERC accounting" ], "hardSkills" : [ { "name" : "FERC accounting", "level" : "intermediate" } ], "majorSkills" : "Financial planning, Financial analysis", "majorSkillsList" : [ "Financial planning", "Financial analysis" ], "coreResponsibilities" : "Specialize in Financial Planning & Analysis", "domainKnowledge" : "FERC accounting", "domainList" : [ "ferc-accounting" ], "domainSpecificKnowledge" : [ "FERC accounting" ], "specialRequirements" : "Up to 25% travel", "qualificationsBasic" : "FERC accounting expertise", "remoteFriendly" : true, "workSiteFlexibility" : "Flexible", "rawDescription" : "Senior Consultant – Financial Planning & Analysis Location: Flexible (Remote with up to 25% travel) Full-Time Financial Planning & Analysis Practice This position is for a Senior Consultant specializing in Financial Planning & Analysis (FP\\&A) with deep expertise in FERC accounting", "summaryDescription" : "Senior Consultant – Financial Planning and Analysis at Pyrovio. Skills: Financial planning, Financial analysis. Specialize in Financial Planning & Analysis", "createdAt" : "2026-06-14T05:21:34.829", "lastUpdated" : "2026-06-15T09:09:54.090", "ingestTimestamp" : "2026-06-14T05:21:34.829", "mongoId" : "69fd301c4c40e2acd1b225d1", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ "FERC accounting", "Financial planning", "Financial analysis" ], "skillCount" : 3, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Senior", "dataQualityScore" : 0.8888889, "_score" : 361.4409, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Consulting", "llmIndustryConfidence" : 0.95 }, { "id" : "6a191e7758b93c861e39f69d", "title" : "Consultant, Financial Planning & Analysis - RVs & Portfolio", "company" : "Mercedes-Benz USA", "industry" : "Retail", "salary" : { "min" : 95000.0, "max" : 135000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a mid-seniority Financial Planning & Analysis Consultant in Atlanta, adjusted for the automotive industry and company size." }, "location" : "United States of America-Georgia-Atlanta", "locations" : [ "United States of America-Georgia-Atlanta", "One Mercedes-Benz Drive, , Atlanta" ], "timestamp" : "2026-06-15T09:53:23.580", "fingerprint" : "fb9af77d973f9462f6ea22bde0ca3888f340baee659949a70952cd6c04d3f9c9", "source" : "taleo", "language" : "en", "applyUrl" : "https://tas-daimler.taleo.net/careersection/ex/jobdetail.ftl?job=894600", "externalId" : "894600", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Atlanta", "state" : "Georgia", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "33.7544657,-84.3898151" } ], "locationText" : "Atlanta, Georgia, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 5, "experienceMaxYears" : 7, "experienceLevel" : "Mid", "professionalSkills" : [ "Strategic planning", "Resource allocation", "Leadership technique", "Human resource management", "Process methods", "Financial indicators", "Financial controls", "Asset protection", "Loss prevention", "Loss reduction", "Risk transfer", "Retail processes", "New sales", "Pre-owned sales", "Service", "Parts" ], "hardSkillsList" : [ "Residual value planning", "Residual value setting", "Sensitivity analysis", "Scenario analysis", "RV setting processes", "RV management reports", "RV setting model", "RV audit process" ], "hardSkills" : [ { "name" : "Residual value planning", "level" : "intermediate" }, { "name" : "Residual value setting", "level" : "intermediate" }, { "name" : "Sensitivity analysis", "level" : "intermediate" }, { "name" : "Scenario analysis", "level" : "intermediate" }, { "name" : "RV setting processes", "level" : "intermediate" }, { "name" : "RV management reports", "level" : "intermediate" }, { "name" : "RV setting model", "level" : "intermediate" }, { "name" : "RV audit process", "level" : "intermediate" } ], "majorSkills" : "Residual Value Planning, Financial Planning, Automotive Retail", "majorSkillsList" : [ "Residual Value Planning", "Financial Planning", "Automotive Retail" ], "coreResponsibilities" : "Provide RV planning scenarios, Lead Residual Value setting process, Set RVs, Monitor RV accuracy rates, Track RV accuracy rates, Quantify RV setting effectiveness, Consult business partners, Optimize RV drivers, Update RV setting processes, Advise on RV setting processes, Improve RV setting transparency, Improve RV communication, Provide product familiarization, Provide pricing information, Manage RV Setting process, Manage vendor relationship, Develop RVs, Support Market Support Planning, Manage annual RV forecast, Manage planning submissions, Manage adhoc requests, Manage ALG vendor relationship, Align with MBUSA business partners, Manage RV management reports, Recommend enhancements to model, Manage RV setting internal controls, Manage RV steering committee meetings, Manage audit process for RVs, Support Sales Teams, Support Remarketing Teams, Coordinate Finance and Sales, Coordinate MBFS", "teamCollaboration" : "Business partners; 3rd party vendors; Sales Teams; Remarketing Teams; Finance Department; Sales Department; MBFS", "domainKnowledge" : "Residual values; Automotive retail", "domainList" : [ "residual-values", "automotive-retail" ], "domainSpecificKnowledge" : [ "Residual values", "Automotive retail" ], "toolProficiency" : [ "ALG" ], "problemSolvingSkills" : "Data collection; Fact establishment; Trend identification; Variance identification; Information integration", "qualificationsBasic" : "5-7 years experience, Business Management knowledge, Finance knowledge, Risk Management knowledge, Automotive-Retail knowledge", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "About Us Mercedes-Benz USA, headquartered in Atlanta, GA is responsible for the sales, marketing and service of all Mercedes-Benz and Maybach products in the United States. In our people, you will find tremendous commitment to our corporate values. Our products and employees reflect this dedication. We are looking for diverse top-notch individuals to join the Mercedes-Benz Team and uphold these hallmarks. Job Overview Residual Value Planning and Setting: Provide RV planning scenarios for all major company planning cycles to respective business areas. Lead Residual Value setting process (including RV Steering Commitee), set RVs according to residual setting method approved and used by internal business. Monitor and track accuracy rates of successful RV setting. Quantify residual value setting effectiveness through sensitivity and scenario analysis. Consult with business partners to optimize RV drivers. Continuously update and advise on RV setting processes to improve RV setting transparency and communication to all business partners. Work closely with 3rd party vendors like ALG by providing product familiarization, typically equipped pricing information and ongoing communication to ensure ALG has the most important information to set RVs. Responsibilities: • Manage all aspects of the Residual Value Setting process, vendor relationship management, and the development of RVs to support Market Support Planning. • Manage the annual RV forecast process through planning submissions and adhoc requests. • Manage ALG vendor relationship and align with MBUSA business partners. • Responsible for all RV management reports including recommending enhancements to the rv setting model based on historical data and sensitivity analysis. • Manage and perform all RV setting process internal controls and rv steering committee meetings. • Manage the audit process for RVs with external and internal auditors on a quarterly basis. • Support and cooperate with the Sales and Remarketing Teams and coordinate efforts between Finance and Sales Department and MBFS. Qualifications • (accredited school) or equivalent work experience • Must have 5-7 years (total) of experience in the following:  Business Management: Knowledge of business and management principles involved in strategic planning, resource allocation, leadership technique, human resource management and efficiency and process methods.  Finance: Knowledge and understanding of the implications of key financial indicators and controls and assessing impact of financial information.  Risk Management: Knowledge of fundamental business practices, concepts and techniques to protect and preserve assets and/or minimize/control loss, such as avoidance, loss prevention and reduction, retention, grouping of exposure units, and transfer. Should include knowledge of fidelity, surety, liability, property, and group related policies and coverages.  Automotive-Retail: Comprehensive Knowledge of retail processes and procedures, with emphasis in New and Pre-owned sales, accessories, service and parts. Additional Information Ability to break complex topics into digestible components. Ability to collect data and establish facts and identify trends and variances as well as ability integrate information from a variety of sources with varied levels of complexity. EEO / Non-Discrimination Statement Mercedes Benz USA is committed to fostering an inclusive environment that appreciates and leverages the diversity of our team. We provide equal employment opportunity (EEO) to all qualified applicants and employees without regard to race, color, ethnicity, gender, age, national origin, religion, marital status, veteran status, physical or other disability, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local law. Mercedes-Benz USA, LLC", "summaryDescription" : "Consultant, Financial Planning & Analysis - RVs & Portfolio at Mercedes-Benz USA. Skills: Residual Value Planning, Financial Planning, Automotive Retail. Provide RV planning scenarios. Lead Residual Value setting process", "createdAt" : "2026-06-14T08:50:03.230", "lastUpdated" : "2026-06-15T09:53:23.580", "ingestTimestamp" : "2026-06-14T08:50:03.230", "mongoId" : "6a191e7758b93c861e39f69d", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 95000, "salaryAnnualMax" : 135000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Residual value planning", "Residual value setting", "Sensitivity analysis", "Scenario analysis", "RV setting processes", "RV management reports", "RV setting model", "RV audit process", "Residual Value Planning", "Financial Planning", "Automotive Retail", "Strategic planning", "Resource allocation", "Leadership technique", "Human resource management", "Process methods", "Financial indicators", "Financial controls", "Asset protection", "Loss prevention", "Loss reduction", "Risk transfer", "Retail processes", "New sales", "Pre-owned sales", "Service", "Parts", "Residual values", "Automotive retail", "ALG" ], "skillCount" : 30, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 0.8888889, "_score" : 347.3428, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Automotive", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2c7c9174d8ee00a094dbeb", "title" : "Manager, Financial Planning & Analysis & Business Intelligence", "company" : "Silicon Ranch Corporation", "salary" : { "min" : 135000.0, "max" : 195000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Manager, Financial Planning & Analysis & Business Intelligence in Nashville, TN, adjusted for the renewable energy industry and company size." }, "location" : "Nashville, Tennessee, United States", "locations" : [ "Nashville", "Tennessee", "United States" ], "timestamp" : "2026-06-16T00:28:00.645", "fingerprint" : "49ef9738271143c1df305b0636803403b7e79fcda75a6686b91ce27df4b874f5", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/siliconranch/jobs/5251287008", "externalId" : "5251287008", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Nashville", "state" : "Tennessee", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "36.1622767,-86.7742984" } ], "locationText" : "Nashville, Tennessee, United States", "experienceLevel" : "Manager", "rawDescription" : "Silicon Ranch is a fully integrated provider of customized renewable energy, carbon, and battery storage solutions for a diverse set of partners across North America. We are known for putting community partnerships first, and are the only renewable energy company in the U. S. that owns and operates all of its solar ranches and has a 100% track record for successful delivery. We have the largest utility scale agrivoltaics portfolio in the country under Regenerative Energy®, our nationally recognized holistic approach to project design, construction, and land management. Our model incorporates regenerative ranching and other regenerative land management practices to restore livelihoods and soil health, biodiversity, and water quality. Through our subsidiary, Clearloop, we are able to help businesses of all sizes reclaim their carbon footprint with a direct investment in building new solar projects while also helping bring renewable energy and economic development to distressed communities. By joining Silicon Ranch, you will be joining a team of experienced and dedicated individuals who have proven time and again that it is indeed possible to not only “make solar do more”, but to make the promise of carbon-free, renewable energy that benefits people right where it comes from a tangible, measurable, and replicable reality. Silicon Ranch is committed to creating a diverse and inclusive workplace that is reflective of the communities in which we work and serve. We are an equal opportunity employer and will consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. Job Description Position: Manager, Financial Planning basic SQL and data transformation skills preferred. Our interview process: A typical interview process at Silicon Ranch might include the below stages. Please note that we may make changes to these steps as needed, and details will be provided to you early on in the process. Introductory Interview with our recruiter Hiring Manager Interview to dive into technical skills and behavioral questions Panel Interview to assess cross-functional skills and dive deeper into technical skills Executive Interview to answer high-level questions about SRC and the team", "summaryDescription" : "Manager, Financial Planning & Analysis & Business Intelligence at Silicon Ranch Corporation", "postedDate" : "2026-06-14T20:09:43.791", "createdAt" : "2026-06-14T20:09:43.791", "lastUpdated" : "2026-06-16T00:28:00.645", "ingestTimestamp" : "2026-06-14T20:09:43.791", "mongoId" : "6a2c7c9174d8ee00a094dbeb", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 135000, "salaryAnnualMax" : 195000, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Manager", "dataQualityScore" : 0.7777778, "_score" : 345.9211, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Renewable Energy", "llmIndustryConfidence" : 0.95 }, { "id" : "6a30511af292fd229cefa69b", "title" : "Sr Financial Analyst", "industry" : "Finance", "salary" : { "min" : 72000.0, "max" : 108000.0, "currency" : "EUR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for Financial Services in Bulgaria, adjusted for Seniority and Remote work." }, "location" : "US", "locations" : [ "US" ], "timestamp" : "2026-06-16T11:16:18.088", "fingerprint" : "86e0bec3e017328bc6cf5ea3c170a0fe95d0c093a464ddf01fcf882337681854", "source" : "lever", "language" : "en", "applyUrl" : "https://jobs.lever.co/jobgether/bd689968-eaa1-4991-a376-290a80cf2449/apply", "externalId" : "bd689968-eaa1-4991-a376-290a80cf2449", "industryFunction" : { }, "structuredLocations" : [ { "country" : "Bulgaria", "continent" : "eu", "workMode" : "remote" } ], "locationText" : "Bulgaria", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "technicalSkills" : "Power BI, SQL", "professionalSkills" : [ "Financial planning", "Financial analysis", "Budgeting", "Forecasting", "Performance reporting", "Strategic decision support", "Variance analysis", "Financial modeling", "Scenario planning", "Business case development", "Data interpretation", "Executive reporting", "Dashboard creation", "Presentation preparation" ], "hardSkillsList" : [ "Financial modeling", "Variance analysis", "Budgeting", "Forecasting", "Financial reporting", "Data analysis" ], "hardSkills" : [ { "name" : "Financial modeling", "level" : "intermediate" }, { "name" : "Variance analysis", "level" : "intermediate" }, { "name" : "Budgeting", "level" : "intermediate" }, { "name" : "Forecasting", "level" : "intermediate" }, { "name" : "Financial reporting", "level" : "intermediate" }, { "name" : "Data analysis", "level" : "intermediate" } ], "majorSkills" : "Financial planning, Financial analysis, Budgeting, Forecasting", "majorSkillsList" : [ "Financial planning", "Financial analysis", "Budgeting", "Forecasting" ], "coreResponsibilities" : "Lead financial planning and analysis activities, Deliver monthly and quarterly financial reporting, Deliver dashboards, Deliver executive-level presentations, Perform detailed variance analysis, Identify key drivers and trends, Develop financial models, Enhance financial models, Develop scenario planning tools, Enhance scenario planning tools, Develop business cases, Support strategic initiatives, Partner with finance leaders, Partner with accounting leaders, Partner with business leaders, Align assumptions, Improve planning accuracy, Support annual budgeting cycles, Support forecast updates, Support ad hoc financial analysis requests, Translate complex financial data, Translate operational data, Provide clear insights, Provide actionable recommendations, Maintain data integrity, Improve reporting processes, Improve reporting tools, Improve analytical efficiency", "teamCollaboration" : "Cross-functional collaboration", "domainKnowledge" : "Financial instruments; Regulatory frameworks; Risk methodologies; Quantitative skills", "domainList" : [ "financial-instruments", "regulatory-frameworks", "risk-methodologies", "quantitative-skills" ], "domainSpecificKnowledge" : [ "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills" ], "toolProficiency" : [ "Excel", "Power BI", "SQL" ], "communicationSkills" : "Executive presentations", "continuousLearning" : "Professional development; Career growth opportunities", "problemSolvingSkills" : "Data interpretation; Identify key drivers and trends", "qualificationsBasic" : "Bachelor's degree in Finance, Accounting, Business, or related field, 5+ years of experience in FP&A, financial analysis, or similar business finance role, Expertise in budgeting, forecasting, financial modeling, and variance analysis, Ability to interpret large and complex datasets, Experience preparing executive reporting, dashboards, and presentations, Advanced Excel skills, Experience with financial systems, Experience with BI/reporting tools, Experience with Power BI, SQL, or similar analytics platforms, Communication and business partnering skills, Cross-functional collaboration experience, Ability to manage multiple priorities", "qualificationsPreferred" : "Exposure to modern financial tools, systems, and analytics platforms", "remoteFriendly" : true, "workSiteFlexibility" : "Flexible", "rawDescription" : "## Accountabilities Lead financial planning and analysis activities, including budgeting, forecasting, performance reporting, and strategic decision support, ensuring accuracy and business relevance through the following responsibilities: Deliver monthly and quarterly financial reporting, dashboards, and executive-level presentations Perform detailed variance analysis across actuals, forecasts, and budgets, identifying key drivers and trends Develop and enhance financial models, scenario planning tools, and business cases to support strategic initiatives Partner with finance, accounting, and business leaders to align assumptions and improve planning accuracy Support annual budgeting cycles, forecast updates, and ad hoc financial analysis requests Translate complex financial and operational data into clear insights and actionable recommendations Maintain data integrity while improving reporting processes, tools, and analytical efficiency Requirements: This role requires strong analytical capability, financial acumen, and the ability to communicate insights effectively across stakeholders, supported by the following qualifications: Bachelor’s degree in Finance, Accounting, Business, or a related field 5+ years of experience in FP&A, financial analysis, or a similar business finance role Strong expertise in budgeting, forecasting, financial modeling, and variance analysis Ability to interpret large and complex datasets and translate them into business insights Experience preparing executive reporting, dashboards, and presentations for senior leadership Advanced Excel skills, with exposure to financial systems and BI/reporting tools Experience with Power BI, SQL, or similar analytics platforms Strong communication and business partnering skills with cross-functional collaboration experience Ability to manage multiple priorities in a fast-paced, evolving environment Benefits: Competitive base salary aligned with experience and location Comprehensive health, dental, and vision insurance Retirement savings plan with company contributions Paid time off and flexible holiday policies Remote or hybrid flexibility depending on business needs Professional development and career growth opportunities Exposure to strategic finance initiatives and senior leadership collaboration Access to modern financial tools, systems, and analytics platforms ## Additional Information How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1", "summaryDescription" : "Sr Financial Analyst. Skills: Financial planning, Financial analysis, Budgeting, Forecasting. Lead financial planning and analysis activities. Deliver monthly and quarterly financial reporting", "postedDate" : "2026-06-15T09:46:02.323", "createdAt" : "2026-06-15T09:46:02.323", "lastUpdated" : "2026-06-16T11:16:18.088", "ingestTimestamp" : "2026-06-16T03:25:09.954", "mongoId" : "6a30511af292fd229cefa69b", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "50k-75k", "hasSalary" : false, "allSkills" : [ "Financial modeling", "Variance analysis", "Budgeting", "Forecasting", "Financial reporting", "Data analysis", "Financial planning", "Financial analysis", "Performance reporting", "Strategic decision support", "Scenario planning", "Business case development", "Data interpretation", "Executive reporting", "Dashboard creation", "Presentation preparation", "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills", "Excel", "Power BI", "SQL" ], "skillCount" : 23, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Senior", "dataQualityScore" : 0.8888889, "_score" : 345.41574, "daysOld" : 1, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.98 }, { "id" : "6a18111858b93c861e08d6d6", "title" : "Consultant, Financial Planning & Analysis - RVs & Portfolio", "company" : "Mercedes-Benz USA", "industry" : "Retail", "salary" : { "min" : 95000.0, "max" : 135000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a mid-seniority Financial Planning & Analysis Consultant in Atlanta, adjusted for the automotive industry and company size." }, "location" : "United States of America-Georgia-Atlanta", "locations" : [ "United States of America-Georgia-Atlanta", "One Mercedes-Benz Drive, , Atlanta" ], "timestamp" : "2026-06-15T10:08:30.311", "fingerprint" : "20bdb7d4c249116c56138d4cd574fb1d0a60260bb9442b1428496a3936f32b6b", "source" : "taleo", "language" : "en", "applyUrl" : "https://daimler.taleo.net/careersection/ex/jobdetail.ftl?job=894600", "externalId" : "894600", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Atlanta", "state" : "Georgia", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "33.7544657,-84.3898151" } ], "locationText" : "Atlanta, Georgia, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 5, "experienceMaxYears" : 7, "experienceLevel" : "Mid", "professionalSkills" : [ "Strategic planning", "Resource allocation", "Leadership technique", "Human resource management", "Efficiency methods", "Process methods", "Financial indicators", "Financial controls", "Financial impact assessment", "Business practices", "Asset preservation", "Loss minimization", "Loss control", "Retail processes", "New sales", "Pre-owned sales", "Accessories sales", "Service sales", "Parts sales" ], "hardSkillsList" : [ "Residual value planning", "Residual value setting", "Sensitivity analysis", "Scenario analysis", "RV setting processes", "RV management reports", "RV setting model", "RV setting controls", "RV audit process" ], "hardSkills" : [ { "name" : "Residual value planning", "level" : "intermediate" }, { "name" : "Residual value setting", "level" : "intermediate" }, { "name" : "Sensitivity analysis", "level" : "intermediate" }, { "name" : "Scenario analysis", "level" : "intermediate" }, { "name" : "RV setting processes", "level" : "intermediate" }, { "name" : "RV management reports", "level" : "intermediate" }, { "name" : "RV setting model", "level" : "intermediate" }, { "name" : "RV setting controls", "level" : "intermediate" }, { "name" : "RV audit process", "level" : "intermediate" } ], "majorSkills" : "Residual Value Planning, Financial Planning, Vendor Management", "majorSkillsList" : [ "Residual Value Planning", "Financial Planning", "Vendor Management" ], "coreResponsibilities" : "Provide RV planning scenarios, Lead Residual Value setting process, Set RVs according to method, Monitor and track accuracy rates, Quantify RV setting effectiveness, Consult with business partners, Update RV setting processes, Advise on RV setting processes, Provide product familiarization, Provide pricing information, Manage RV Setting process, Manage vendor relationship, Develop RVs for Market Support, Manage annual RV forecast, Manage ALG vendor relationship, Align with MBUSA business partners, Manage RV management reports, Recommend enhancements to RV model, Manage RV setting controls, Manage RV steering committee meetings, Manage audit process for RVs, Support Sales and Remarketing Teams, Coordinate efforts between Finance and Sales, Coordinate efforts with MBFS", "teamCollaboration" : "Business partners; 3rd party vendors; Sales and Remarketing Teams; Finance and Sales Department; MBFS", "domainKnowledge" : "Residual Values; Automotive Retail", "domainList" : [ "residual-values", "automotive-retail" ], "domainSpecificKnowledge" : [ "Residual Values", "Automotive Retail" ], "toolProficiency" : [ "ALG" ], "problemSolvingSkills" : "Data collection; Fact establishment; Trend identification; Variance identification; Information integration", "qualificationsBasic" : "5-7 years experience, Business Management knowledge, Finance knowledge, Risk Management knowledge, Automotive-Retail knowledge", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "About Us Mercedes-Benz USA, headquartered in Atlanta, GA is responsible for the sales, marketing and service of all Mercedes-Benz and Maybach products in the United States. In our people, you will find tremendous commitment to our corporate values. Our products and employees reflect this dedication. We are looking for diverse top-notch individuals to join the Mercedes-Benz Team and uphold these hallmarks. Job Overview Residual Value Planning and Setting: Provide RV planning scenarios for all major company planning cycles to respective business areas. Lead Residual Value setting process (including RV Steering Commitee), set RVs according to residual setting method approved and used by internal business. Monitor and track accuracy rates of successful RV setting. Quantify residual value setting effectiveness through sensitivity and scenario analysis. Consult with business partners to optimize RV drivers. Continuously update and advise on RV setting processes to improve RV setting transparency and communication to all business partners. Work closely with 3rd party vendors like ALG by providing product familiarization, typically equipped pricing information and ongoing communication to ensure ALG has the most important information to set RVs. Responsibilities: • Manage all aspects of the Residual Value Setting process, vendor relationship management, and the development of RVs to support Market Support Planning. • Manage the annual RV forecast process through planning submissions and adhoc requests. • Manage ALG vendor relationship and align with MBUSA business partners. • Responsible for all RV management reports including recommending enhancements to the rv setting model based on historical data and sensitivity analysis. • Manage and perform all RV setting process internal controls and rv steering committee meetings. • Manage the audit process for RVs with external and internal auditors on a quarterly basis. • Support and cooperate with the Sales and Remarketing Teams and coordinate efforts between Finance and Sales Department and MBFS. Qualifications • (accredited school) or equivalent work experience • Must have 5-7 years (total) of experience in the following:  Business Management: Knowledge of business and management principles involved in strategic planning, resource allocation, leadership technique, human resource management and efficiency and process methods.  Finance: Knowledge and understanding of the implications of key financial indicators and controls and assessing impact of financial information.  Risk Management: Knowledge of fundamental business practices, concepts and techniques to protect and preserve assets and/or minimize/control loss, such as avoidance, loss prevention and reduction, retention, grouping of exposure units, and transfer. Should include knowledge of fidelity, surety, liability, property, and group related policies and coverages.  Automotive-Retail: Comprehensive Knowledge of retail processes and procedures, with emphasis in New and Pre-owned sales, accessories, service and parts. Additional Information Ability to break complex topics into digestible components. Ability to collect data and establish facts and identify trends and variances as well as ability integrate information from a variety of sources with varied levels of complexity. EEO / Non-Discrimination Statement Mercedes Benz USA is committed to fostering an inclusive environment that appreciates and leverages the diversity of our team. We provide equal employment opportunity (EEO) to all qualified applicants and employees without regard to race, color, ethnicity, gender, age, national origin, religion, marital status, veteran status, physical or other disability, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local law. Mercedes-Benz USA, LLC", "summaryDescription" : "Consultant, Financial Planning & Analysis - RVs & Portfolio at Mercedes-Benz USA. Skills: Residual Value Planning, Financial Planning, Vendor Management. Provide RV planning scenarios. Lead Residual Value setting process", "createdAt" : "2026-06-14T07:10:33.274", "lastUpdated" : "2026-06-15T10:08:30.311", "ingestTimestamp" : "2026-06-14T07:10:33.274", "mongoId" : "6a18111858b93c861e08d6d6", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 95000, "salaryAnnualMax" : 135000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Residual value planning", "Residual value setting", "Sensitivity analysis", "Scenario analysis", "RV setting processes", "RV management reports", "RV setting model", "RV setting controls", "RV audit process", "Residual Value Planning", "Financial Planning", "Vendor Management", "Strategic planning", "Resource allocation", "Leadership technique", "Human resource management", "Efficiency methods", "Process methods", "Financial indicators", "Financial controls", "Financial impact assessment", "Business practices", "Asset preservation", "Loss minimization", "Loss control", "Retail processes", "New sales", "Pre-owned sales", "Accessories sales", "Service sales", "Parts sales", "Residual Values", "Automotive Retail", "ALG" ], "skillCount" : 34, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 0.8888889, "_score" : 343.59354, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Automotive", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2c6ae374d8ee00a090edf9", "title" : "Financial Planning & Analysis Manager - Go To Market", "company" : "PubMatic", "industry" : "FinTech", "salary" : { "min" : 145000.0, "max" : 165000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "Redwood City, California, United States", "locations" : [ "Redwood City", "California", "United States" ], "certifications" : [ "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "CAIA", "CFP", "ACCA", "ACA" ], "timestamp" : "2026-06-16T02:08:13.706", "fingerprint" : "b69042b8c8e7666b13b76d92dd5a4ca2ac9e44d42f013374c8a0c23698076a12", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://pubmatic.com/job/?gh_jid=5206485008", "externalId" : "5206485008", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Redwood City", "state" : "California", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "37.4863239,-122.2325230" } ], "locationText" : "Redwood City, California, United States", "experienceLevel" : "Manager", "domainKnowledge" : "Financial instruments; Regulatory frameworks; Risk methodologies; Quantitative skills", "domainList" : [ "financial-instruments", "regulatory-frameworks", "risk-methodologies", "quantitative-skills" ], "domainSpecificKnowledge" : [ "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills" ], "rawDescription" : "About the Role: PubMatic is a fast-growing advertising technology company powering programmatic buying, audience activation, and measurement across CTV, display, video, and retail media. We are seeking an experienced GTM Finance Manager to join our growing finance team in Redwood City, CA. Reporting to the Associate Director of GTM Finance, this key contributor will build annual budgets, manage monthly rolling forecasts, and provide decision support through financial analyses to optimize our strategic investments. The Manager is responsible for aggregating data and turning it into information to support critical decision-making processes.  As Finance Manager, Go-to-Market (GTM), you will be the dedicated finance partner to our Sales, Customer Success, and Marketing organizations. You will own the financial planning, performance analysis, and commercial decision support that drive revenue growth from our buy-side (DSP, agency, advertiser) and sell-side (SSP, publisher, curation) businesses, as well as data and managed-service product lines. The successful candidate will be comfortable working with large data sets, data flows, cohort analysis, net revenue retention and regression analyses, as well as other financial modeling techniques. They will quickly familiarize themselves with PubMatic’s business, associated metrics, and support business decisions with a track record of sound business judgment.  What You'll Do: GTM Planning we don’t just value diversity, we promote and celebrate it. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status About PubMatic PubMatic is one of the world’s leading scaled digital advertising platforms, offering more transparent advertising solutions to publishers, media buyers, commerce companies and data owners, allowing them to harness the power and potential of the open internet to drive better business outcomes. Founded in 2006 with the vision that data-driven decisioning would be the future of digital advertising, we enable content creators to run a more profitable advertising business, which in turn allows them to invest back into the multi-screen and multi-format content that consumers demand. #LI-HYBRID Compensation Disclosure In accordance with applicable law, the below salary range provided is PubMatic’s reasonable estimate of the total compensation for this role. New hires and current team members are typically compensated toward the middle of our pay range. The actual amount may vary, based on non-discriminatory factors such as location, experience, knowledge, skills and abilities. In addition to salary PubMatic also offers a bonus, restricted stock units, and a competitive benefits package. Total Compensation Range $145,000—$165,000 USD", "summaryDescription" : "Financial Planning & Analysis Manager - Go To Market at PubMatic", "postedDate" : "2026-06-14T20:02:45.187", "createdAt" : "2026-06-14T20:02:45.187", "lastUpdated" : "2026-06-16T02:08:13.706", "ingestTimestamp" : "2026-06-14T20:02:45.187", "mongoId" : "6a2c6ae374d8ee00a090edf9", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 145000, "salaryAnnualMax" : 165000, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills", "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "CAIA", "CFP", "ACCA", "ACA" ], "skillCount" : 14, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Manager", "dataQualityScore" : 0.8888889, "_score" : 342.2834, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Technology", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2c948a74d8ee00a098acf1", "title" : "Sr. Financial Planning & Analysis Analyst", "salary" : { "min" : 115000.0, "max" : 155000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Senior Financial Planning & Analysis Analyst in Houston, United States, adjusted for the Financial Services industry and onsite full-time employment." }, "location" : "HOUSTON, TX", "locations" : [ "HOUSTON, TX" ], "timestamp" : "2026-06-16T02:55:26.016", "fingerprint" : "2ccb2eb03f4cb4c4cec9b9c8541265065a3b05118408214c98ad6ad41beaafa3", "source" : "jazzhr", "language" : "en", "externalId" : "T0ZaPjcRvj", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Houston", "state" : "Texas", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "29.7589382,-95.3676974" } ], "locationText" : "Houston, Texas, United States", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "summaryDescription" : "Sr. Financial Planning & Analysis Analyst", "createdAt" : "2026-06-14T19:43:45.138", "lastUpdated" : "2026-06-16T02:55:26.016", "ingestTimestamp" : "2026-06-14T19:43:45.138", "mongoId" : "6a2c948a74d8ee00a098acf1", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 115000, "salaryAnnualMax" : 155000, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Senior", "dataQualityScore" : 0.44444445, "_score" : 340.43115, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2b115774d8ee00a0766995", "title" : "Financial Advisor - CFA or CFP", "company" : "Weekday AI", "industry" : "Financial Services", "salary" : { "min" : 2500000.0, "max" : 4500000.0, "currency" : "INR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "The estimation is based on the market baseline for a Financial Advisor with CFA or CFP designation in the FinTech industry, adjusted for mid-seniority and remote work, with a primary focus on the Indian market due to the currency requested." }, "location" : "Remote", "locations" : [ "Remote" ], "certifications" : [ "CFP®", "CFA", "ChFC" ], "timestamp" : "2026-06-14T23:50:40.892", "fingerprint" : "6c488c8c77a4b9b3e47be36de031fcc5a55cad5e275ee9340ab4f873dcd81c41", "source" : "workable", "language" : "en", "applyUrl" : "https://apply.workable.com/j/E2E342519D/apply", "externalId" : "E2E342519D", "industryFunction" : { }, "locationPoint" : "39.8283,-98.5795", "structuredLocations" : [ { "workMode" : "remote" } ], "locationText" : "", "employmentType" : "CONTRACT", "professionalSkills" : [ "Financial planning", "Risk management", "Insurance needs assessment" ], "hardSkillsList" : [ "Budgeting", "Cash flow evaluation", "Debt management", "Retirement planning", "Risk management", "Insurance needs assessment" ], "softSkillsList" : [ "Written communication", "Verbal communication", "Mentoring" ], "hardSkills" : [ { "name" : "Budgeting", "level" : "intermediate" }, { "name" : "Cash flow evaluation", "level" : "intermediate" }, { "name" : "Debt management", "level" : "intermediate" }, { "name" : "Retirement planning", "level" : "intermediate" }, { "name" : "Risk management", "level" : "intermediate" }, { "name" : "Insurance needs assessment", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Written communication" }, { "name" : "Verbal communication" }, { "name" : "Mentoring" } ], "majorSkills" : "Financial planning, Client-facing experience, Fiduciary responsibilities", "majorSkillsList" : [ "Financial planning", "Client-facing experience", "Fiduciary responsibilities" ], "coreResponsibilities" : "Analyze advisory scenarios, Assess advisory scenarios, Evaluate AI suggestions, Record advisor-client discussions, Prioritize goals, Explore trade-offs, Guide clients through decisions, Outline decision-making frameworks, Outline common heuristics, Outline benchmarks, Provide written feedback, Improve AI explanations, Improve AI recommendations, Improve AI communications, Detect compliance concerns, Detect risk concerns, Advise appropriate referrals, Support workflow creation, Support workflow refinement, Embody best practices", "domainKnowledge" : "Personal finance advising; Fiduciary approach; Client-centered approach", "domainList" : [ "personal-finance-advising", "fiduciary-approach", "client-centered-approach" ], "domainSpecificKnowledge" : [ "Personal finance advising", "Fiduciary approach", "Client-centered approach" ], "communicationSkills" : "Written communication; Verbal communication; Simplifying complex subjects", "specialRequirements" : "US ONLY", "qualificationsBasic" : "Several years of client-facing experience, Proficiency in budgeting, Proficiency in cash flow evaluation, Proficiency in debt management, Proficiency in retirement planning strategies, Proficiency in college funding, Proficiency in fundamental risk management, Fiduciary responsibilities, Regulatory compliance, Client service with integrity, Experience in mentoring colleagues, Experience developing workflows, Experience standardizing financial planning procedures, Ability to work autonomously, Ability to work asynchronously", "qualificationsPreferred" : "CFP® certification, Passing the CFP exam, CFA credentials, ChFC credentials, Substantial mainstream client engagement, Previous roles combining financial planning with coaching, Workplace financial consultant experience, Advisor at national firms experience, Experience designing planning methodologies, Experience enhancing planning methodologies, Experience designing digital advisory experiences, Experience enhancing digital advisory experiences, Knowledge of personal finance applications, Knowledge of digital advisory platforms, Knowledge of AI-powered tools, Interest in innovation", "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "**This role is for one of our clients** **Job Title:** Financial Advisor (CFA or CFP) **Job Type:** Contractor - US ONLY **Location:** Remote In this position, you will leverage your expertise to assist in training the next generation of AI systems. Your contributions will influence how models learn, reason, and operate by providing high-quality, real-world data. Previous experience in AI is not necessary — your specialized domain knowledge is what counts. **Requirements** **Key Responsibilities:** 1. Analyze and assess practical advisory scenarios related to budgets, emergency funds, debt management, retirement planning, and investment decisions designed for average households. 2. Evaluate AI-generated suggestions for their appropriateness, clarity, compliance, and practical applicability for W-2 employees and middle-income families. 3. Record the progression of real advisor-client discussions, including goal prioritization, exploring trade-offs, and guiding clients through key decision points. 4. Outline decision-making frameworks, common heuristics, and benchmarks frequently employed in practice (such as cash reserve goals, debt repayment priorities, and retirement contribution rates). 5. Provide straightforward, easy-to-understand written feedback aimed at improving AI explanations, recommended next steps, and client communications. 6. Detect and highlight any compliance or risk-related concerns, focusing on a fiduciary, client-centered approach and advising appropriate referrals (e.g., to CPAs, attorneys, or insurance specialists). 7. Support the creation and refinement of workflows and procedures that embody best practices in everyday personal finance advising. **Required Skills and Qualifications:** 1. Several years of direct, client-facing experience delivering comprehensive financial planning to typical households, holding positions like Financial Advisor, Wealth Advisor, or Personal Financial Consultant. 2. Proficiency in budgeting, cash flow evaluation, debt management, retirement planning strategies, college funding, and fundamental risk management (including insurance needs assessment). 3. CFP® certification is highly preferred (or passing the CFP exam combined with significant related experience); credentials such as CFA, ChFC, or equivalents with substantial mainstream client engagement are also considered. 4. Outstanding written and verbal communication abilities, with skill in simplifying complex subjects for non-specialists. 5. A proven dedication to fiduciary responsibilities, regulatory compliance, and delivering client service with integrity. 6. Experience in mentoring colleagues, developing workflows, or standardizing financial planning procedures. 7. Ability to work autonomously and asynchronously in a remote work environment. **Preferred Qualifications:** 1. Previous roles that combine financial planning with ongoing coaching, such as workplace financial consultant or advisor at national firms. 2. Experience designing or enhancing standardized planning methodologies or digital advisory experiences. 3. Knowledge of personal finance applications, digital advisory platforms, or AI-powered tools, along with a strong interest in innovation within the financial advisory sector.", "summaryDescription" : "Financial Advisor - CFA or CFP at Weekday AI. Skills: Financial planning, Client-facing experience, Fiduciary responsibilities. Analyze advisory scenarios. Assess advisory scenarios", "postedDate" : "2026-06-05T00:00:00.000", "createdAt" : "2026-06-12T07:06:36.080", "lastUpdated" : "2026-06-14T23:50:40.892", "ingestTimestamp" : "2026-06-12T07:06:36.080", "mongoId" : "6a2b115774d8ee00a0766995", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://apply.workable.com/j/E2E342519D", "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ "Budgeting", "Cash flow evaluation", "Debt management", "Retirement planning", "Risk management", "Insurance needs assessment", "Written communication", "Verbal communication", "Mentoring", "Financial planning", "Client-facing experience", "Fiduciary responsibilities", "Personal finance advising", "Fiduciary approach", "Client-centered approach", "CFP®", "CFA", "ChFC" ], "skillCount" : 18, "seniorityLevel" : "mid", "dataQualityScore" : 0.8888889, "_score" : 330.68225, "daysOld" : 9, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Financial Services" }, { "id" : "6a306039f292fd229cf88910", "title" : "Financial Controller", "company" : "Mako", "industry" : "FinTech", "salary" : { "min" : 85000.0, "max" : 120000.0, "currency" : "GBP", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Financial Controller in London, UK, adjusted for senior manager level in the FinTech industry." }, "location" : "London, Greater London, England, United Kingdom", "locations" : [ "London", "Greater London", "England", "United Kingdom" ], "certifications" : [ "ACA", "ACCA", "CIMA" ], "timestamp" : "2026-06-16T10:33:10.849", "fingerprint" : "488b221562e9aa1c08bb335ba14cd4513fec7d1f17049601597ae11e282142b1", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://www.mako.com/opportunities/job-listing/8591803002?gh_jid=8591803002", "externalId" : "8591803002", "industryFunction" : { }, "structuredLocations" : [ { "city" : "London", "state" : "Greater London", "country" : "United Kingdom", "continent" : "eu", "source" : "llm", "workMode" : "onsite", "geo" : "51.5156177,-0.0919983" } ], "locationText" : "London, Greater London, United Kingdom", "employmentType" : "FULL_TIME", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "technicalSkills" : "AI, Excel automation, Power Query", "professionalSkills" : [ "Financial control", "Technical accounting", "Statutory reporting", "Project management", "Change delivery", "Automation mindset" ], "hardSkillsList" : [ "Bookkeeping", "Accounts payable", "Financial statement preparation", "Financial statement review", "Audit process management", "Process automation" ], "softSkillsList" : [ "Leadership", "Mentoring", "Independent judgment", "Constructive challenge" ], "hardSkills" : [ { "name" : "Bookkeeping", "level" : "intermediate" }, { "name" : "Accounts payable", "level" : "intermediate" }, { "name" : "Financial statement preparation", "level" : "intermediate" }, { "name" : "Financial statement review", "level" : "intermediate" }, { "name" : "Audit process management", "level" : "intermediate" }, { "name" : "Process automation", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Leadership" }, { "name" : "Mentoring" }, { "name" : "Independent judgment" }, { "name" : "Constructive challenge" } ], "majorSkills" : "Financial control, Financial reporting, Process automation", "majorSkillsList" : [ "Financial control", "Financial reporting", "Process automation" ], "coreResponsibilities" : "Own financial control environment, Ensure financial integrity, Manage month-end close, Manage management reporting, Ensure accuracy of finance outputs, Ensure quality of finance outputs, Prepare statutory financial statements, Review statutory financial statements, Lead audit process, Develop finance team, Mentor finance team, Oversee banking, Oversee payments, Oversee bookkeeping, Oversee accounts payable, Oversee finance operations controls, Identify weak processes, Identify manual processes, Identify fragile processes, Rebuild processes, Automate workflows, Utilise AI, Utilise modern workflows, Utilise systems tools, Improve reporting speed, Improve reporting accuracy, Improve reporting documentation, Act as senior finance cover, Act as partner to Group Finance Director, Bring independent judgment, Bring constructive challenge", "teamCollaboration" : "Junior finance colleagues; External auditors; Cross-functional teams; Technology teams; Operations teams; Group Finance Director", "projectManagementSkills" : [ "Project management", "Change delivery", "Finance transformation" ], "domainKnowledge" : "Trading; Options market making; Financial instruments; Regulatory frameworks; Risk methodologies; Quantitative skills; Equities; Fixed Income; Commodities; FX derivatives", "domainList" : [ "trading", "options-market-making", "financial-instruments", "regulatory-frameworks", "risk-methodologies", "quantitative-skills", "equities", "fixed-income", "commodities", "fx-derivatives" ], "domainSpecificKnowledge" : [ "Trading", "Options market making", "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills", "Equities", "Fixed Income", "Commodities", "FX derivatives" ], "toolProficiency" : [ "Excel", "Power Query", "AI", "Modern finance systems" ], "communicationSkills" : "Verbal communication; Written communication; Respectful challenge", "qualificationsBasic" : "Fully qualified professional accounting credential, Robust technical expertise, Proven financial control experience, Proven technical accounting experience, Proven close experience, Proven audit experience, Proven statutory reporting experience, Extensive experience preparing financial statements, Extensive experience reviewing financial statements, Demonstrated leadership capability, Practical experience utilising Excel automation, Practical experience utilising workflow tools, Practical experience utilising AI, Practical experience utilising Power Query, Practical experience utilising modern finance systems, Rigorous control mindset, Exceptional attention to detail, Confident communication style, Diplomatic communication style, Excellent written communication skills, Excellent verbal communication skills", "qualificationsPreferred" : "CFA charterholder preferred, Series 7 license a bonus, Bloomberg proficiency preferred", "workSiteFlexibility" : "Hybrid", "rawDescription" : "At Mako, we believe in the power of collaboration to drive innovation in pursuit of our collective ambition; excellence in trading. Our diverse community is connected through a commitment to being the best we can be with the highest standards of integrity. The Financial Controller (AI-Native) will work closely with the Group Finance Director, junior finance colleagues, external auditors, and cross-functional teams in Technology and Operations. In this hands-on leadership role, you will own the day-to-day financial control environment, close, and reporting processes, while actively modernising and automating workflows to build a highly scalable, trusted, and AI-native finance operation. What you’ll be involved in: Owning the financial control environment and ensuring overall financial integrity across the global multi-entity group. Managing month-end close, management reporting, and the accuracy and quality of recurring finance outputs. Preparing and reviewing statutory financial statements across multiple entities and jurisdictions. Leading the end-to-end audit process, including planning, evidence gathering, auditor queries, and coordinating key internal and external stakeholders to drive audits to completion. Developing and mentoring a team of 2–3 junior finance colleagues, holding them accountable and elevating standard accounting practices. Overseeing banking, payments, bookkeeping, accounts payable, and core finance operations controls. Identifying weak, manual, or fragile processes and rebuilding them into scalable, automated workflows. Utilising AI, modern workflows, and systems tools hands-on to improve reporting speed, accuracy, and documentation. Acting as senior finance cover and a trusted number-two partner to the Group Finance Director. Bringing independent judgment and constructive challenge where numbers, controls, or processes require optimisation. What we need from you: A fully qualified professional accounting credential (ACA, ACCA, or CIMA) with robust technical expertise. Proven financial control, technical accounting, close, audit, and statutory reporting experience. Extensive experience preparing or reviewing financial statements across multiple entities and jurisdictions. Demonstrated leadership capability in managing, developing, and raising standards in a small finance operations team. Robust project management and change delivery capability, especially in audits or finance transformation initiatives. An innovative, hands-on automation mindset, with practical experience utilising Excel automation, workflow tools, AI, Power Query, or modern finance systems. A rigorous control mindset accompanied by exceptional attention to detail. A confident and diplomatic communication style, enabling you to form independent views and respectfully challenge senior leadership. Excellent written and verbal communication skills, with a comfort operating in a fast-paced, detail-focused environment. We are Mako At Mako, we are welcoming, inclusive and collaborative. We work fast and smart in a supportive and dress-down environment that allows colleagues to be themselves and achieve great things. We uphold the principles of a flat structure that offers unrivalled engagement with senior leadership and career development opportunities. We have a comprehensive benefits package, including: Flexible leave and hybrid working policies Private health and dental insurance Generous pension scheme Free access to the Mako gym Employee wellbeing guidance and support Opportunity to become involved in the rewarding work of the Mako Foundation About Mako Mako is a leading options market maker with a global trading footprint. It has been at the forefront of options market making since 1999, from the open outcry trading pits to screen trading and automated algorithmic execution strategies that are driving the future of the industry. From offices in London, Dublin, Amsterdam, Singapore, Sydney, Brisbane and Chengdu, Mako offers the best-in-class liquidity solutions across Equities, Fixed Income, Commodities and FX derivatives markets and prides itself in its entrepreneurial, collaborative and philanthropic culture. If you require any reasonable adjustments or assistance during the recruitment process, please email hr@mako.com and we will arrange this. For further information on the Mako Group please refer to our website: www.mako.com. Mako does not accept unsolicited CVs or candidate details from recruiters or search firms and will not pay any fees to such firms without a signed agreement.", "summaryDescription" : "Financial Controller at Mako. Skills: Financial control, Financial reporting, Process automation. Own financial control environment. Ensure financial integrity", "postedDate" : "2026-06-15T23:26:54.747", "createdAt" : "2026-06-15T23:26:54.747", "lastUpdated" : "2026-06-16T10:33:10.849", "ingestTimestamp" : "2026-06-15T23:26:54.747", "mongoId" : "6a306039f292fd229cf88910", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "75k-100k", "hasSalary" : false, "allSkills" : [ "Bookkeeping", "Accounts payable", "Financial statement preparation", "Financial statement review", "Audit process management", "Process automation", "Leadership", "Mentoring", "Independent judgment", "Constructive challenge", "Financial control", "Financial reporting", "Technical accounting", "Statutory reporting", "Project management", "Change delivery", "Automation mindset", "Finance transformation", "Trading", "Options market making", "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills", "Equities", "Fixed Income", "Commodities", "FX derivatives", "ACA", "ACCA", "CIMA", "Excel", "Power Query", "AI", "Modern finance systems" ], "skillCount" : 35, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Manager", "dataQualityScore" : 1.0, "_score" : 324.9675, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "FinTech", "llmIndustryConfidence" : 0.98 }, { "id" : "6a30a506f292fd229c129c04", "title" : "Financial Counsellor", "company" : "EACH", "industry" : "Non-Profit Organization Management", "salary" : { "min" : 51.0, "max" : 54.0, "currency" : "AUD", "frequency" : "yearly", "is_estimated" : false }, "location" : "Hervey Bay, QLD, Australia", "locations" : [ "Hervey Bay", "QLD", "Australia" ], "certifications" : [ "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "CAIA", "CFP", "ACCA", "ACA" ], "timestamp" : "2026-06-16T13:12:38.308", "fingerprint" : "71f52b1ea0e158b71826a190e53047157a7f660210c4705332d66bc9493a6ae3", "source" : "smartrecruiters", "language" : "en", "applyUrl" : "https://jobs.smartrecruiters.com/EACH1/744000132299448-financial-counsellor", "externalId" : "744000132299448", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Hervey Bay", "state" : "Queensland", "country" : "Australia", "continent" : "oc", "source" : "llm", "workMode" : "onsite", "geo" : "-25.2985784,152.8535216" } ], "locationText" : "Hervey Bay, Queensland, Australia", "employmentType" : "PART_TIME", "experienceMinYears" : 0, "experienceMaxYears" : 2, "experienceLevel" : "entry", "technicalSkills" : "Python, R, MATLAB, SQL, Bloomberg Terminal, Reuters Eikon, FactSet, Murex, Calypso", "professionalSkills" : [ "Financial modeling", "Risk management", "Quantitative analysis" ], "hardSkillsList" : [ "Financial analysis", "Data analysis", "Statistical modeling" ], "hardSkills" : [ { "name" : "Financial analysis", "level" : "intermediate" }, { "name" : "Data analysis", "level" : "intermediate" }, { "name" : "Statistical modeling", "level" : "intermediate" } ], "majorSkills" : "Risk methodologies, Financial instruments, Regulatory frameworks", "majorSkillsList" : [ "Risk methodologies", "Financial instruments", "Regulatory frameworks" ], "coreResponsibilities" : "Analyze financial data, Develop risk models, Monitor market trends, Ensure regulatory compliance, Prepare financial reports, Collaborate with stakeholders", "teamCollaboration" : "Cross-functional teams; Senior management", "domainKnowledge" : "Banking; Investment management; Trading; Risk; Compliance; Insurance; Fintech; Accounting; Financial instruments; Equities; Fixed income; Derivatives; Options; Futures; Swaps; FX; Structured products; Private credit; VaR; CVaR; Stress testing; Monte Carlo; Factor models; Credit scoring; SOX; Basel III; Basel IV; MiFID II; Dodd-Frank; FINRA; SEC; FCA; GDPR; AML; KYC", "domainList" : [ "banking", "investment-management", "trading", "risk", "compliance", "insurance", "fintech", "accounting", "financial-instruments", "equities", "fixed-income", "derivatives", "options", "futures", "swaps", "fx", "structured-products", "private-credit", "var", "cvar", "stress-testing", "monte-carlo", "factor-models", "credit-scoring", "sox", "basel-iii", "basel-iv", "mifid-ii", "dodd-frank", "finra", "sec", "fca", "gdpr", "aml", "kyc" ], "domainSpecificKnowledge" : [ "Banking", "Investment management", "Trading", "Risk", "Compliance", "Insurance", "Fintech", "Accounting", "Financial instruments", "Equities", "Fixed income", "Derivatives", "Options", "Futures", "Swaps", "FX", "Structured products", "Private credit", "VaR", "CVaR", "Stress testing", "Monte Carlo", "Factor models", "Credit scoring", "SOX", "Basel III", "Basel IV", "MiFID II", "Dodd-Frank", "FINRA", "SEC", "FCA", "GDPR", "AML", "KYC" ], "toolProficiency" : [ "Bloomberg Terminal", "Reuters Eikon", "FactSet", "Murex", "Calypso" ], "communicationSkills" : "Report writing; Presentation skills", "documentationSkills" : "Technical documentation", "problemSolvingSkills" : "Analytical skills", "qualificationsBasic" : "5+ years experience, Bachelor's degree", "qualificationsPreferred" : "Master's degree preferred, CFA charterholder preferred, FRM certification preferred", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "For over 50 years, Each has stood beside individuals and communities, helping people live healthier, more fulfilling lives. We put people at the heart of everything we do, surrounding them with a network of care and support that empowers individuals to thrive. Join us and be part of a team that delivers Altogether Better Care —because when we come together, we create brighter futures for all. * Part-time (3 Days), ongoing - Thursdays required * Based in Hervey Bay, on the lands of the Butchulla (Badtjala) people, with flexible working conditions on offer * $51.23 - $54.39 per hour + 12% Super + Generous salary packaging benefits of up to $18,550 Join a passionate team delivering financial and wellbeing support to individuals and families experiencing vulnerability. Within the Child, Youth & Family Wellbeing program, you’ll work alongside a multidisciplinary team to help people navigate financial challenges and build stronger, more secure futures. Your role, your impact As a Financial Counsellor, you’ll play a vital role in supporting people facing financial hardship , including those impacted by complex life circumstances such as family violence, mental health concerns, and systemic barriers. Through your expertise, you’ll empower individuals with knowledge, advocacy and practical support , helping them make informed decisions and regain control of their financial wellbeing. * Deliver holistic financial counselling through comprehensive client intake, assessments and tailored support plans * Provide information and options to support informed financial decision-making * Lead casework and advocacy , including negotiation with creditors and financial institutions * Develop person-centred case plans considering cultural needs and co-occurring challenges * Identify and respond to risk , including family violence risk assessment and ongoing monitoring * Build strong service connections through referrals and collaboration with community partners * Maintain accurate client records and contribute to data reporting requirements * Engage in community initiatives and contribute to program development and outcomes Who we’re looking for You are a compassionate and skilled professional who is passionate about advocating for financial wellbeing and social inclusion. * Experience delivering financial counselling in a community or not-for-profit setting * Strong knowledge of financial counselling frameworks , standards and relevant legislation * Highly developed interpersonal skills with the ability to build trust with diverse communities * Effective advocacy and negotiation skills to support positive outcomes * Strong organisational and problem-solving skills with the ability to manage competing priorities * Ability to work both independently and collaboratively within a team environment * Diploma of Community Services – Financial Counselling (fully completed) * Eligible for membership of Financial Counselling Queensland (FCQ) What will make you stand out * Experience supporting people experiencing financial hardship and complex life circumstances * Understanding of community services systems and referral pathways * Passion for community engagement and improving financial inclusion outcomes What’s in it for you At Each you’ll be supported to be your best. We provide: * Diversity & belonging – We value all backgrounds, abilities, and identities and are committed to cultural safety. * Supportive & inclusive culture – Work with like-minded colleagues and leaders who genuinely care. * Balance your way – Flexible work arrangements to help you juggle work and life commitments. * Boost your take-home pay – Not-for-Profit Salary Packaging (up to $15,900 tax-free per year) plus an extra $2,650 tax-free for meals and entertainment. * Free, confidential support – Our Employee Assistance Program is available for you and your family. * Fitness Passport – discounted access to hundreds of gyms, pools and fitness facilities nationwide See more Each benefits under the ‘Work with us’ tab on our website To view the full Position Description, click [here](https://c.smartrecruiters.com/sr-company-attachments-prod-aws-dc5/63e089201fb7b43f0e9b1069/54c92bdf-31e7-4dda-944b-017372d744a9?r=s3-eu-central-1) or visit each.com.au, go to ‘Work With Us ’ - ‘Careers ’ - ‘Open Roles ’ and search for this position. For more information or a confidential conversations contact Kim Hubber (Program Stream Manager) via [khubber@EACH.com.au](mailto:khubber@EACH.com.au) Applications Close: Tuesday 14th July 2026 Please note that applications will be reviewed as they are received. Interviews may take place during the advertising period - so don't miss out and apply today! Our Commitment to Inclusion at Each At Each, inclusion is at the heart of how we work, connect and care. We’re committed to a workplace where everyone feels safe, respected and able to be themselves. We celebrate diversity in all its forms, including Aboriginal and Torres Strait Islander Peoples, LGBTIQA+ communities, people with disability, people from diverse cultural and faith backgrounds, people with lived and/or living experience and people of all age and genders. Each is a child safe organisation with zero tolerance for child abuse, and we are committed to protecting the safety and wellbeing of all children and young people. ## Additional Information Next Steps in the Hiring Process Learn more about next steps, check out our [Hiring Process Guide.](https://c.smartrecruiters.com/sr-company-attachments-prod-aws-dc5/63e089201fb7b43f0e9b1069/64d956cd-65a1-4192-9ff2-cc237924148a?r=s3-eu-central-1) We are a 2026 Circle Back Initiative Employer - we commit to respond to every applicant. Didn’t find the perfect role today? Join our [Talent Community](https://smrtr.io/kNK7T) and be the first to hear about new Each opportunities!", "summaryDescription" : "Financial Counsellor at EACH. Skills: Risk methodologies, Financial instruments, Regulatory frameworks. Analyze financial data. Develop risk models", "postedDate" : "2026-06-16T00:08:29.000", "createdAt" : "2026-06-16T03:34:10.737", "lastUpdated" : "2026-06-16T13:12:38.308", "ingestTimestamp" : "2026-06-16T03:34:10.737", "mongoId" : "6a30a506f292fd229c129c04", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "<30k", "hasSalary" : false, "allSkills" : [ "Financial analysis", "Data analysis", "Statistical modeling", "Risk methodologies", "Financial instruments", "Regulatory frameworks", "Financial modeling", "Risk management", "Quantitative analysis", "Banking", "Investment management", "Trading", "Risk", "Compliance", "Insurance", "Fintech", "Accounting", "Equities", "Fixed income", "Derivatives", "Options", "Futures", "Swaps", "FX", "Structured products", "Private credit", "VaR", "CVaR", "Stress testing", "Monte Carlo", "Factor models", "Credit scoring", "SOX", "Basel III", "Basel IV", "MiFID II", "Dodd-Frank", "FINRA", "SEC", "FCA", "GDPR", "AML", "KYC", "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "CAIA", "CFP", "ACCA", "ACA", "Bloomberg Terminal", "Reuters Eikon", "FactSet", "Murex", "Calypso" ], "skillCount" : 58, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 1.0, "_score" : 324.02945, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Healthcare", "llmIndustryConfidence" : 0.95 }, { "id" : "6a306756f292fd229cfbbcca", "title" : "Financial Analyst", "company" : "BCB Group", "industry" : "FinTech", "salary" : { "min" : 55000.0, "max" : 75000.0, "currency" : "GBP", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Financial Analyst in London, UK, adjusted for the FinTech industry and company size." }, "location" : "London, England, United Kingdom", "locations" : [ "London", "England", "United Kingdom" ], "certifications" : [ "ACA", "ACCA", "CIMA" ], "timestamp" : "2026-06-16T07:37:53.423", "fingerprint" : "0daa49af2a3e825193afecaea6c095c6bc40d61ba77fb0e408384883e08cd047", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.eu.greenhouse.io/bcbgroup/jobs/4897650101", "externalId" : "4897650101", "industryFunction" : { }, "structuredLocations" : [ { "city" : "London", "state" : "England", "country" : "United Kingdom", "continent" : "eu", "source" : "llm", "workMode" : "hybrid", "geo" : "51.5074456,-0.1277653" } ], "locationText" : "London, England, United Kingdom", "employmentType" : "FULL_TIME", "experienceMinYears" : 3, "experienceMaxYears" : 5, "experienceLevel" : "Mid", "technicalSkills" : "Microsoft Excel, Google Sheets", "professionalSkills" : [ "Financial reporting", "Variance analysis", "Balance sheet reconciliation", "Process improvement" ], "hardSkillsList" : [ "Data manipulation" ], "hardSkills" : [ { "name" : "Data manipulation", "level" : "intermediate" } ], "majorSkills" : "Financial accounting, Month-end close, Financial reporting", "majorSkillsList" : [ "Financial accounting", "Month-end close", "Financial reporting" ], "coreResponsibilities" : "Own month-end processes, Prepare income statements, Provide variance analysis, Prepare balance sheet reconciliations, Resolve reconciling items, Perform bank postings, Maintain general ledger accuracy, Support VAT returns, Assist with intercompany billing, Assist with intercompany reconciliations, Act as contact for external audits, Prepare audit schedules, Respond to audit queries, Partner with operational teams, Ensure accurate data capture, Ensure financial reporting accuracy, Collaborate with advisors, Collaborate with accountants, Ensure compliance with local laws, Ensure compliance with local regulations, Deliver ad hoc reporting, Deliver ad hoc analysis, Respond to information requests, Identify process improvements, Implement process improvements, Identify system improvements, Implement system improvements, Identify reporting improvements, Implement reporting improvements, Contribute to finance projects, Contribute to change initiatives", "teamCollaboration" : "External audits; Operational teams; In-country advisors; In-country accountants; High-performing team", "domainKnowledge" : "Financial services sector", "domainList" : [ "financial-services-sector" ], "domainSpecificKnowledge" : [ "Financial services sector" ], "toolProficiency" : [ "Microsoft Excel", "Google Sheets" ], "continuousLearning" : "Professional development; Learning opportunities", "problemSolvingSkills" : "Process improvement", "qualificationsBasic" : "3-5 years experience, Part-qualified ACA, ACCA, CIMA, Month-end close experience, Transactional accounting experience, External audit support experience", "qualificationsPreferred" : "Google sheets familiarity, Experience working with ERP systems", "remoteFriendly" : false, "workSiteFlexibility" : "Hybrid", "rawDescription" : "The Role As the Financial Analyst, you will take full ownership of the month-end processes and financial reporting for allocated entities. Reporting directly to the Financial Controller, you will drive general ledger accuracy by preparing detailed income statement variance analyses and balance sheet reconciliations. The ideal candidate will be a driven, analytical finance professional with a robust technical foundation, exceptional communication skills, and a proactive approach to continuous process improvement. Key Responsibilities and Duties Owning month-end processes for allocated entities, ensuring accurate, timely, and complete reporting. Preparing monthly income statements and providing detailed variance analysis. Preparing monthly balance sheet reconciliations, ensuring any reconciling items are resolved promptly. Performing regular bank postings and maintaining general ledger accuracy. Supporting the preparation and submission of monthly and quarterly VAT returns. Assisting with intercompany billing and reconciliations. Acting as a key point of contact for external audits, including preparing schedules and responding to queries. Partnering with operational teams to ensure accurate data capture and financial reporting. Collaborating with in-country advisors and accountants to ensure strict compliance with local laws and regulations. Delivering ad hoc reporting, analysis, and responding to information requests. Identifying and implementing improvements to processes, systems, and reporting. Contributing to finance projects and change initiatives. What are we looking for? If you can demonstrate some of the following experience/skills below, we would love to hear from you. We’re looking for someone with 3–5 years of experience in a financial or management accounting role, ideally within the financial services sector. Part-qualified and actively studying towards a professional qualification (ACA, ACCA, CIMA, or equivalent). Strong experience handling month-end close, transactional accounting, and supporting external audits. A curious, proactive mindset with a strong willingness to take initiative and ownership of tasks. Proven ability to thrive in a fast-paced environment, managing multiple priorities and meeting tight deadlines. Experience of working with a high-performing team, fostering a culture of collaboration, innovation, and excellence. Strong working knowledge of Microsoft Excel, notably data manipulation and analysis; familiarity with Google sheets an advantage. Experience working with ERP systems. So, what’s in it for you? Our people are constantly striving to be the best through operational excellence. The professional development and learning opportunities create an agile, hardworking, conscientious, and knowledgeable team. The opportunities for personal growth are exponential. You grow as the business grows. The roles and responsibilities are broad and ever-changing, and the dynamism of BCB keeps you engaged and highly motivated. At BCB, we believe in empowering individuals to create a culture of personal growth, together, and driving empowerment from the bottom up, up-skilling every individual at every level. This means our team has a sense of commonality and belonging, driven by a shared belief in our mission. We’re passionate about our business, our people, and providing 360-degree support for success. The chance to operate at the forefront of our industry You can talk to anyone in the business as there are no barriers and everyone is accessible You will be collaborating with teams on a hybrid working arrangement We value team success where every individual can grow and prosper 30 days annual leave each year 4 wellbeing days per year to prioritise your mental health 1 company volunteering day per year Strong benefits package including; Private Healthcare, Pension, Income Protection (long-term absence), Life Insurance, Menopause Policy, and an enhanced Parental Leave policy Study support About BCB GROUP BCB Group is a leading provider of regulated payment and trading services in crypto and fiat for the digital asset economy. We provide accounts, cryptocurrency and foreign exchange market liquidity for some of the world’s largest, crypto-engaged businesses, including crypto exchanges, liquidity providers, market makers, investment firms, custodians, payment processors and wallet providers. Our end-to-end suite of products are accessible through our Client Console UI and API. We offer more than 40 fiat and cryptocurrencies, deep trading liquidity, 24/7 instant payments through our instant settlements network, BLINC, and secure crypto services. Our strong focus on compliance matches our technical and business expertise, and we are regulated by some of the world’s most respected regulators. Authorised in the UK, France and Switzerland, we place the utmost importance on our regulatory-first institutional principles. Our leadership team boasts years of relevant, high-level experience at globally-renowned institutions. They combine finance, law, regulatory and technology skills in traditional and crypto financial services with a deep understanding of the new digital asset economy. Our mission is to create the trusted platform to pay, store, trade and earn fiat and digital assets, globally 24/7 www.bcbgroup.com", "summaryDescription" : "Financial Analyst at BCB Group. Skills: Financial accounting, Month-end close, Financial reporting. Own month-end processes. Prepare income statements", "postedDate" : "2026-06-15T23:26:09.234", "createdAt" : "2026-06-15T23:26:09.234", "lastUpdated" : "2026-06-16T07:37:53.423", "ingestTimestamp" : "2026-06-15T23:26:09.234", "mongoId" : "6a306756f292fd229cfbbcca", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "50k-75k", "hasSalary" : false, "allSkills" : [ "Data manipulation", "Financial accounting", "Month-end close", "Financial reporting", "Variance analysis", "Balance sheet reconciliation", "Process improvement", "Financial services sector", "ACA", "ACCA", "CIMA", "Microsoft Excel", "Google Sheets" ], "skillCount" : 13, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 1.0, "_score" : 322.14566, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "FinTech", "llmIndustryConfidence" : 0.98 }, { "id" : "6a30557ef292fd229cf1fb5e", "title" : "Financial Planner", "company" : "T. Rowe Price", "industry" : "FinTech", "salary" : { "min" : 98500.0, "max" : 146000.0, "currency" : "USD", "frequency" : "yearly" }, "location" : "Owings Mills, MD", "locations" : [ "Owings Mills, MD", "United States of America" ], "certifications" : [ "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "CAIA", "CFP", "ACCA", "ACA" ], "timestamp" : "2026-06-16T11:53:22.520", "fingerprint" : "e5400985ec38a48ca0bbc90ee3224eb4f86c707e9dcfa5eb400a332440dd5a17", "source" : "workday", "language" : "en", "applyUrl" : "https://troweprice.wd5.myworkdayjobs.com/TRowePrice/job/Owings-Mills-MD/Financial-Planner_82060", "externalId" : "82060", "industryFunction" : { }, "locationPoint" : "39.41955,-76.78025", "structuredLocations" : [ { "city" : "Owings Mills", "state" : "Maryland", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "39.4041967,-76.7956745" } ], "locationText" : "Owings Mills, Maryland, United States", "employmentType" : "FULL_TIME", "domainKnowledge" : "Financial instruments; Regulatory frameworks; Risk methodologies; Quantitative skills; SOX; Basel III/IV; MiFID II; Dodd-Frank; FINRA; SEC; FCA; GDPR; AML/KYC; Equities; Fixed income; Derivatives; Options; Futures; Swaps; FX; Structured products; Private credit; VaR; CVaR; Stress testing; Monte Carlo; Factor models; Credit scoring", "domainList" : [ "financial-instruments", "regulatory-frameworks", "risk-methodologies", "quantitative-skills", "sox", "basel-iii-iv", "mifid-ii", "dodd-frank", "finra", "sec", "fca", "gdpr", "aml-kyc", "equities", "fixed-income", "derivatives", "options", "futures", "swaps", "fx", "structured-products", "private-credit", "var", "cvar", "stress-testing", "monte-carlo", "factor-models", "credit-scoring" ], "domainSpecificKnowledge" : [ "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills", "SOX", "Basel III/IV", "MiFID II", "Dodd-Frank", "FINRA", "SEC", "FCA", "GDPR", "AML/KYC", "Equities", "Fixed income", "Derivatives", "Options", "Futures", "Swaps", "FX", "Structured products", "Private credit", "VaR", "CVaR", "Stress testing", "Monte Carlo", "Factor models", "Credit scoring" ], "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. **Role Summary** This is a great non client facing role that will work with business partners in Legal and Compliance, Oversight, Brokerage Operations, Multi-Asset and Product Management to provide greater depth and breadth around the financial advice we provide our clients with. This individual will work with advisors to develop personalized financial plans for clients as well as act as Subject Matter Experts for financial planning topics and methodology. **Responsibilities** * Develop personalized and comprehensive goal-based Financial Plans for advisors and senior advisors to deliver to their clients * Provide advice which includes, but is not limited to, retirement planning, investment planning, budgeting, saving, and spending analysis and Social Security claiming strategies * Update financial plans each year, or when a life event occurs, for managed clients in Retirement Advisory Service * Continually support the Advisors and other associates with investment and financial planning related training and coaching * Help clients facing associates better navigate client conversations about various complex financial planning topics * Contribute suggestions for program enhancements, ensure up-to-date knowledge of and fluency in new capabilities related to investments advice, financial planning, and financial education * Identify areas for improvements, evaluate existing policies, and partner with peers and management to offer suggestions for change **Qualifications** **Required:** * Bachelor's degree or the equivalent combination of education and relevant experience * 5+ years of total relevant work experience * CFP designation – Must be current and active to be considered for this role * FINRA Series 7 **and** 65 **Preferred:** * Exceptional listening and presentation skills * Desire to quickly learn and implement new financial tools, technologies, and conversation expectations * FINRA 66 *The active holding of the 63 and 65 licenses is acceptable in lieu of the 66. **FINRA Requirements** FINRA licenses are required and will be supported for this role. **Work Flexibility** This role is eligible for hybrid work, with up to one day per week from home after the successful completion of a training program. **Base Salary Ranges** Please review the job posting for the location of this specific opportunity. $98,500 - $146,000 for the location of: Maryland, Colorado, Washington and remote workers $98,500 - $146,000 for the location of: Washington, D.C. $98,500 - $146,000 for the location of: New York, California Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 10/14/2026 **Commitment to Diversity, Equity,****and****Inclusion** At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. **Benefits** We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: * Competitive compensation * Annual bonus eligibility * A generous retirement plan * Hybrid work schedule * Health and wellness benefits, including online therapy * Paid time off for vacation, illness, medical appointments, and volunteering days * Family care resources, including fertility and adoption benefits [ _Learn more about our benefits._](https://www.troweprice.com/corporate/us/en/careers/benefits.html) ## T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.", "summaryDescription" : "Financial Planner at T. Rowe Price", "postedDate" : "2026-06-16T03:44:13.620", "createdAt" : "2026-06-16T03:44:13.601", "lastUpdated" : "2026-06-16T11:53:22.520", "ingestTimestamp" : "2026-06-16T03:44:13.601", "mongoId" : "6a30557ef292fd229cf1fb5e", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://troweprice.wd5.myworkdayjobs.com/TRowePrice/job/Owings-Mills-MD/Financial-Planner_82060", "salaryAnnualMin" : 98500, "salaryAnnualMax" : 146000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills", "SOX", "Basel III/IV", "MiFID II", "Dodd-Frank", "FINRA", "SEC", "FCA", "GDPR", "AML/KYC", "Equities", "Fixed income", "Derivatives", "Options", "Futures", "Swaps", "FX", "Structured products", "Private credit", "VaR", "CVaR", "Stress testing", "Monte Carlo", "Factor models", "Credit scoring", "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "CAIA", "CFP", "ACCA", "ACA" ], "skillCount" : 38, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "mid", "dataQualityScore" : 0.8888889, "_score" : 320.6724, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a30854af292fd229c07832d", "title" : "Financial Controller", "company" : "Montu UK", "industry" : "Montu", "salary" : { "min" : 75000.0, "max" : 80000.0, "currency" : "GBP", "frequency" : "Yearly" }, "location" : "Hybrid Winnersh ", "locations" : [ "Hybrid Winnersh " ], "certifications" : [ "ACA", "ACCA", "CIMA" ], "timestamp" : "2026-06-16T10:55:10.166", "fingerprint" : "d9c07fa7cc67335ac3f3ad259862f308ab886d26418cb1f91e080a24503288f6", "source" : "ashby", "language" : "en", "applyUrl" : "https://jobs.ashbyhq.com/montu-uk/22d59663-c713-49b4-a8a7-39c21135be4a/application", "externalId" : "22d59663-c713-49b4-a8a7-39c21135be4a", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Winnersh", "country" : "United Kingdom", "continent" : "eu", "source" : "llm", "workMode" : "hybrid", "geo" : "51.4308820,-0.8778641" } ], "locationText" : "Winnersh, United Kingdom", "employmentType" : "FULL_TIME", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "technicalSkills" : "Excel", "professionalSkills" : [ "Financial reporting", "Business partnering", "Scalability", "Continuous improvement", "Automation", "Systemisation", "Financial operations", "Controls", "Team leadership", "Budgeting", "Forecasting", "Cash flow management", "Risk management", "Tax compliance", "Statutory reporting", "Audit activities", "Balance sheet integrity", "Working capital management", "Treasury activities", "Liquidity planning", "Payment controls", "Financial policies", "Governance frameworks", "Finance transformation", "Process improvement", "System optimisation", "Financial insight", "Performance analysis", "Decision support", "External auditors", "External accountants", "External banks", "Finance partners", "Inventory processes", "Purchase orders", "Prepaid orders", "Consignment stock", "Management accounts", "Statutory accounts", "Stakeholder influence" ], "hardSkillsList" : [ "Financial modeling", "Accounting", "Tax compliance", "Cash flow management", "Budgeting", "Forecasting", "Risk management", "Statutory reporting", "Audit activities", "Balance sheet integrity", "Working capital management", "Treasury activities", "Liquidity planning", "Payment controls", "Financial policies", "Governance frameworks", "Finance transformation", "Process improvement", "System optimisation", "Financial insight", "Performance analysis", "Decision support", "Inventory processes", "Purchase orders", "Prepaid orders", "Consignment stock", "Management accounts", "Statutory accounts", "Stakeholder influence" ], "softSkillsList" : [ "Leadership" ], "hardSkills" : [ { "name" : "Financial modeling", "level" : "intermediate" }, { "name" : "Accounting", "level" : "intermediate" }, { "name" : "Tax compliance", "level" : "intermediate" }, { "name" : "Cash flow management", "level" : "intermediate" }, { "name" : "Budgeting", "level" : "intermediate" }, { "name" : "Forecasting", "level" : "intermediate" }, { "name" : "Risk management", "level" : "intermediate" }, { "name" : "Statutory reporting", "level" : "intermediate" }, { "name" : "Audit activities", "level" : "intermediate" }, { "name" : "Balance sheet integrity", "level" : "intermediate" }, { "name" : "Working capital management", "level" : "intermediate" }, { "name" : "Treasury activities", "level" : "intermediate" }, { "name" : "Liquidity planning", "level" : "intermediate" }, { "name" : "Payment controls", "level" : "intermediate" }, { "name" : "Financial policies", "level" : "intermediate" }, { "name" : "Governance frameworks", "level" : "intermediate" }, { "name" : "Finance transformation", "level" : "intermediate" }, { "name" : "Process improvement", "level" : "intermediate" }, { "name" : "System optimisation", "level" : "intermediate" }, { "name" : "Financial insight", "level" : "intermediate" }, { "name" : "Performance analysis", "level" : "intermediate" }, { "name" : "Decision support", "level" : "intermediate" }, { "name" : "Inventory processes", "level" : "intermediate" }, { "name" : "Purchase orders", "level" : "intermediate" }, { "name" : "Prepaid orders", "level" : "intermediate" }, { "name" : "Consignment stock", "level" : "intermediate" }, { "name" : "Management accounts", "level" : "intermediate" }, { "name" : "Statutory accounts", "level" : "intermediate" }, { "name" : "Stakeholder influence", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Leadership" } ], "majorSkills" : "Financial control, Team leadership, Finance transformation", "majorSkillsList" : [ "Financial control", "Team leadership", "Finance transformation" ], "coreResponsibilities" : "Lead day-to-day Finance function, Ensure accurate financial reporting, Ensure timely financial reporting, Manage Finance team, Develop Finance team, Provide support to team, Provide coaching to team, Provide direction to team, Support scalable finance operating model, Support international expansion, Support strategic growth initiatives, Maintain robust financial control environment, Oversee risk management, Oversee tax compliance, Oversee statutory reporting, Oversee audit activities, Own month-end close processes, Own year-end close processes, Ensure balance sheet integrity, Manage working capital, Oversee treasury activities, Oversee cash management, Oversee liquidity planning, Oversee payment controls, Oversee VAT compliance, Oversee PAYE compliance, Oversee corporation tax compliance, Coordinate with external advisers, Develop financial policies, Maintain financial policies, Develop financial procedures, Maintain financial procedures, Develop governance frameworks, Maintain governance frameworks, Lead finance transformation initiatives, Lead process improvement, Lead automation, Lead system optimisation, Lead implementation projects, Partner with senior stakeholders, Partner with FP&A, Provide financial insight, Provide performance analysis, Provide decision support, Manage cash flow, Manage budgeting rounds, Manage forecasting rounds, Act as key point of contact for auditors, Act as key point of contact for accountants, Act as key point of contact for banks, Act as key point of contact for finance", "teamCollaboration" : "Partner with FP&A; Partner with business; Partner with senior stakeholders; Collaborate across teams", "projectManagementSkills" : [ "Process improvement", "Automation", "System optimisation", "Implementation projects" ], "domainKnowledge" : "Inventory processes; Cost of goods sold; Statutory reporting; Tax compliance; Financial control", "domainList" : [ "inventory-processes", "cost-of-goods-sold", "statutory-reporting", "tax-compliance", "financial-control" ], "domainSpecificKnowledge" : [ "Inventory processes", "Cost of goods sold", "Statutory reporting", "Tax compliance", "Financial control" ], "toolProficiency" : [ "Xero", "ApprovalMax", "ExpenseIn", "FloQast" ], "communicationSkills" : "Business partnering; Decision support", "continuousLearning" : "Continuous learning; Continuous improvement", "problemSolvingSkills" : "Continuous improvement; Process improvement; System optimisation", "outcomesObjectives" : "Become a 1st rate finance team; Scale from local to international finance function; Improve efficiency; Improve scalability; Improve controls", "qualificationsBasic" : "Qualified accountant (ACA, ACCA, CIMA or equivalent), 3+ years experience in Financial Controller role, Experience with inventory processes, Technical accounting knowledge, Experience producing management and statutory accounts, Experience managing budgets, forecasts, and cash flow, Experience implementing systems, Proven ability to partner with senior stakeholders, Leadership skills, Experience scaling, managing and developing teams", "qualificationsPreferred" : "Experience within healthcare, Experience within pharmacy, Experience within e-commerce, Experience within regulated industries, Experience working in a scale-up environment", "remoteFriendly" : true, "workSiteFlexibility" : "Hybrid", "rawDescription" : "We're looking for an experienced and commercially minded Financial Controller to join us on a 12 month maternity cover. We are a rapidly scaling business and the potential for a future permanent role for the right candidate is very possible. This isn't a role for someone who simply wants to maintain the status quo. We're looking for an experienced hands-on finance leader who can help us become a 1st rate finance team through continuous learning, improvement, automation and systemisation. A leader that can help us scale from a local finance team to an efficient international finance function. You will lead the Finance function, overseeing financial operations, controls, team leadership and business partnering while driving scalability and continuous improvement. You will also partner with FP&A on the monthly reporting cycle, cash flow management and budgeting & forecasting rounds. And you will partner with the business to enable continuous improvement and strategic decision-making. As a fast-growing healthcare business, things move quickly here. We're looking for someone who enjoys pace, thrives on variety, and can bring structure, clarity, and commercial thinking to a constantly evolving environment. What will you be doing? - Lead the day-to-day Finance function ensuring accurate and timely financial reporting. - Manage and develop a growing Finance team including the Accounting Team, AP, AR & Payroll, providing support, coaching, and direction. - Support the development of a scalable finance operating model, including international expansion and strategic growth initiatives. - Maintain a robust financial control environment, overseeing risk management, tax compliance, statutory reporting and audit activities. - Own the month-end and year-end close processes, balance sheet integrity and working capital management, ensuring accurate reporting, effective controls and strong cash performance. - Oversee treasury activities including banking relationships, cash management, liquidity planning and payment controls. - Oversee VAT, PAYE and corporation tax compliance, coordinating with external advisers where required. - Develop and maintain financial policies, procedures and governance frameworks to support a strong internal control environment. - Lead finance transformation initiatives, including process improvement, automation, system optimisation and implementation projects to improve efficiency, scalability and controls. - Partner with senior stakeholders and FP&A to provide financial insight, performance analysis and decision support across the business. - Partner with FP&A on cash flow management and budgeting & forecasting rounds. - Act as a key point of contact for external auditors, accountants, banks, and other finance partners. What do you need? - Qualified accountant (ACA, ACCA, CIMA or equivalent). - 3+ years experience in a Financial Controller role. - Experience with inventory processes including purchase orders, prepaid orders, consignment stock, and cost of goods sold. - Strong technical accounting knowledge with experience producing management and statutory accounts. - Experience managing budgets, forecasts, and cash flow in a growing business. - Experience implementing systems and optimising the utilisation of systems. - Proven ability to partner with senior stakeholders and influence decision-making. - Strong leadership skills with experience scaling, managing and developing teams. - Excellent attention to detail alongside the ability to think strategically. - Comfortable operating in a fast-paced, high-growth environment. - Strong systems knowledge and advanced Excel skills. NICE TO HAVE - Experience within healthcare, pharmacy, e-commerce, or regulated industries. - Experience working in a scale-up environment. - Experience using Xero, ApprovalMax, ExpenseIn, FloQast and similar systems. What we offer: - Generous Leave: 25 days holiday (rising to 27 after year one and 30 after year three) + 8 bank holidays. - Pension Matching: Up to 5% employer matching contributions. - Flexibility and Wellness: Work-from-home options, cycle-to-work scheme, private healthcare and more. - Growth Opportunities: Collaborate across teams with support to grow your skills and impact on the business. - Enhanced Maternity & Paternity Leave. About Us Montu UK is a leading digital health company specialising in cannabis-based medicines (CBPM), dedicated to improving patient access to safe and effective treatments. Our mission is to transform lives by combining innovative technology with high-quality clinical care, ensuring patients receive the support they need at every step of their journey. As a fast-growing organisation, we offer a collaborative and supportive environment where talented people can develop their careers while contributing to meaningful change in healthcare. At Montu UK, your work has a direct impact on improving patients’ lives and expanding access to modern medical treatments.", "summaryDescription" : "Financial Controller at Montu UK. Skills: Financial control, Team leadership, Finance transformation. Lead day-to-day Finance function. Ensure accurate financial reporting", "createdAt" : "2026-06-16T02:00:21.591", "lastUpdated" : "2026-06-16T10:55:10.166", "ingestTimestamp" : "2026-06-16T02:00:21.591", "mongoId" : "6a30854af292fd229c07832d", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "75k-100k", "hasSalary" : false, "allSkills" : [ "Financial modeling", "Accounting", "Tax compliance", "Cash flow management", "Budgeting", "Forecasting", "Risk management", "Statutory reporting", "Audit activities", "Balance sheet integrity", "Working capital management", "Treasury activities", "Liquidity planning", "Payment controls", "Financial policies", "Governance frameworks", "Finance transformation", "Process improvement", "System optimisation", "Financial insight", "Performance analysis", "Decision support", "Inventory processes", "Purchase orders", "Prepaid orders", "Consignment stock", "Management accounts", "Statutory accounts", "Stakeholder influence", "Leadership", "Financial control", "Team leadership", "Financial reporting", "Business partnering", "Scalability", "Continuous improvement", "Automation", "Systemisation", "Financial operations", "Controls", "External auditors", "External accountants", "External banks", "Finance partners", "Implementation projects", "Cost of goods sold", "ACA", "ACCA", "CIMA", "Xero", "ApprovalMax", "ExpenseIn", "FloQast" ], "skillCount" : 53, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Manager", "dataQualityScore" : 0.8888889, "_score" : 319.97192, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Healthcare", "llmIndustryConfidence" : 0.98 }, { "id" : "6a1688d858b93c861eafb757", "title" : "Vegetation Specialist or II", "company" : "Texas Department of Transportation", "industry" : "Government", "salary" : { "min" : 40918.0, "max" : 71055.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "UST-Texas-Houston-Hou District Headquartrs", "locations" : [ "UST-Texas-Houston-Hou District Headquartrs", "Yearly", "Nonexempt,
Hou District Headquartrs (12DISTHQ-1)
7600 WASHINGTON AVENUE
Houston, 77007

, Hou District Headquartrs" ], "timestamp" : "2026-06-16T01:29:32.690", "fingerprint" : "8ca69cc0afb4de290c123f3cafe7fb225140ab07b3fec58fa9b8e2063e44cfc9", "source" : "taleo", "language" : "en", "applyUrl" : "https://fa009.taleo.net/careersection/ex/jobdetail.ftl?job=44427", "externalId" : "44427", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Houston", "state" : "Texas", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "29.7589382,-95.3676974" } ], "locationText" : "Houston, Texas, United States", "employmentType" : "FULL_TIME", "professionalSkills" : [ "Process management", "Cross-functional coordination", "Vendor management", "Stakeholder management", "Resource planning" ], "hardSkillsList" : [ "Vegetation management", "Brine calibration" ], "hardSkills" : [ { "name" : "Vegetation management", "level" : "intermediate" }, { "name" : "Brine calibration", "level" : "intermediate" } ], "majorSkills" : "Vegetation management, Operational planning", "majorSkillsList" : [ "Vegetation management", "Operational planning" ], "coreResponsibilities" : "Perform vegetation management, Perform vegetation planning, Provide support to maintenance sections, Provide guidance to maintenance sections, Provide training to maintenance sections, Implement district vegetation management program, Implement winter weather brine calibration operations, Make frequent job site visits, Make frequent maintenance office visits", "teamCollaboration" : "District maintenance office; Nine maintenance sections", "domainKnowledge" : "Vegetation management program", "domainList" : [ "vegetation-management-program" ], "domainSpecificKnowledge" : [ "Vegetation management program" ], "specialRequirements" : "Frequent job site visits, Frequent maintenance office visits", "qualificationsBasic" : "Vegetation management experience, Planning experience", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Join the Texas Department of Transportation (TxDOT) Houston District Maintenance Office and play a key role in district maintenance operations. We're seeking a dedicated professional to perform vegetation management and planning. As part of the District Maintenance Office, you’ll provide valuable support, guidance, and training to each of our nine maintenance sections, while implementing the district vegetation management program and winter weather brine calibration operations. This position will require you to make frequent visits to job sites and maintenance offices. The Texas Department of Transportation reserves the sole right in determining the level of position based on the applicant's work experience, education, skill level and all other appropriate factors, and based on business needs. 40,918.00 71,055.00", "summaryDescription" : "Vegetation Specialist or II at Texas Department of Transportation. Skills: Vegetation management, Operational planning. Perform vegetation management. Perform vegetation planning", "createdAt" : "2026-06-14T20:43:59.117", "lastUpdated" : "2026-06-16T01:29:32.690", "ingestTimestamp" : "2026-06-14T20:43:59.117", "mongoId" : "6a1688d858b93c861eafb757", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 40918, "salaryAnnualMax" : 71055, "salaryBand" : "30k-50k", "hasSalary" : true, "allSkills" : [ "Vegetation management", "Brine calibration", "Operational planning", "Process management", "Cross-functional coordination", "Vendor management", "Stakeholder management", "Resource planning", "Vegetation management program" ], "skillCount" : 9, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "Mid", "dataQualityScore" : 0.7777778, "_score" : 319.32538, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Government", "llmIndustryConfidence" : 0.92 }, { "id" : "6a2c7a4374d8ee00a0944fad", "title" : "Personal Banker or II", "company" : "OneAZ Credit Union", "industry" : "Banking", "salary" : { "min" : 42000.0, "max" : 58000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Junior Personal Banker in Chino Valley, AZ, adjusted for industry and company size." }, "location" : "1021 N Hwy 89, Suite 106, Chino Valley, AZ 86323", "locations" : [ "1021 N Hwy 89", "Suite 106", "Chino Valley", "AZ 86323" ], "certifications" : [ "Nationwide Mortgage Licensing System registration" ], "timestamp" : "2026-06-15T21:17:55.012", "fingerprint" : "d2c0d6e0f0e87f15667e0bf72ceefa0f1dc5bfa9b3bfd1c01bcab854bdbfad72", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/oneazcreditunion/jobs/4264559009", "externalId" : "4264559009", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Chino Valley", "state" : "Arizona", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "34.7575227,-112.4537800" } ], "locationText" : "Chino Valley, Arizona, United States", "minimumEducation" : "High School", "experienceMinYears" : 1, "experienceMaxYears" : 3, "professionalSkills" : [ "Relationship building", "Client-focused sales" ], "hardSkillsList" : [ "Cash handling", "Loan application processing", "Teller transactions" ], "hardSkills" : [ { "name" : "Cash handling", "level" : "intermediate" }, { "name" : "Loan application processing", "level" : "intermediate" }, { "name" : "Teller transactions", "level" : "intermediate" } ], "majorSkills" : "Sales, Client relationships, Financial services", "majorSkillsList" : [ "Sales", "Client relationships", "Financial services" ], "coreResponsibilities" : "Build relationships with members, Provide trusted advice, Discover members' financial lives, Grow members' financial lives, Fulfill members' financial lives, Open accounts, Identify OneAZ products, Identify OneAZ solutions, Onboard new members, Facilitate loans, Follow up with client outreach, Build rapport in community, Support community events, Analyze member financial information, Complete member loan applications, Conduct loan closings, Support member banking needs, Expand customer base, Network with members, Conduct teller activity, Conduct teller transactions", "domainKnowledge" : "Credit union operations; Branch operations; Financial products; Marketing campaigns; Bank Secrecy Act; Anti-Money Laundering; USA Patriot Act", "domainList" : [ "credit-union-operations", "branch-operations", "financial-products", "marketing-campaigns", "bank-secrecy-act", "anti-money-laundering", "usa-patriot-act" ], "domainSpecificKnowledge" : [ "Credit union operations", "Branch operations", "Financial products", "Marketing campaigns", "Bank Secrecy Act", "Anti-Money Laundering", "USA Patriot Act" ], "communicationSkills" : "Verbal skills; Phone skills; Email skills; Internet skills; Writing skills", "specialRequirements" : "Credit and criminal background check, Mortgage loan originator registration", "qualificationsBasic" : "High School Diploma or GED, 1-3 years customer service/sales/client-facing experience", "qualificationsPreferred" : "1 year cash handling experience, Financial institution cash handling experience", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it! Who You Are \uD83E\uDDE9 You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together. What You’ll Do \uD83D\uDE80 \uD83D\uDCCDThis position will be located at our Chino Valley Branch: 1021 N Hwy 89, Suite 106, Chino Valley, AZ 86323 OneAZ's Personal Bankers emulate the Credit Union's Core Values by building relationships with members, and providing trusted advice in discovering, growing, and fulfilling our members' financial lives and livelihood. Develop in-depth knowledge of OneAZ's business goals, branch operations, products, and marketing campaigns. Fulfill members' best interests by opening accounts, learning their financial needs, and identifying OneAZ products and solutions. Onboard new members by opening accounts, facilitating loans, and following up with client-focused outreach. Build relationships, rapport, and OneAZ's brand in the community, including attending and supporting events and activities. Analyze member financial information, such as financial profile. Facilitate completing member loan applications for submission to underwriting. Conduct loan closings with members. Support members' banking efficiently through internet, mobile app, branch, and ATM channels. Expand customer base by networking with existing and prospective new members. Conduct teller activity and transactions, according to branch business needs. What You Bring \uD83C\uDFAF High School Diploma or General Educational Development (GED) required. One to three years' related experience in a customer service, sales, or client-facing role. One year of cash handling preferred, ideally at a financial institution. Strong relationship-building and client-focused sales skills. Excellent verbal, phone, email, internet, and writing skills. A passion for people, innovation, and growth. Compensation we’re a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new pioneers. We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you’ll be part of a team committed to exceeding expectations and redefining what’s possible. Additional Notes: Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Any individual who meets the definition of a mortgage loan originator (MLO) and is employed by a federal agency-regulated institution will need to be registered on the Nationwide Mortgage Licensing System (NMLS). Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This job description should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.", "summaryDescription" : "Personal Banker or II at OneAZ Credit Union. Skills: Sales, Client relationships, Financial services. Build relationships with members. Provide trusted advice", "postedDate" : "2026-06-14T19:11:02.815", "createdAt" : "2026-06-14T19:11:02.815", "lastUpdated" : "2026-06-15T21:17:55.012", "ingestTimestamp" : "2026-06-14T19:11:02.815", "mongoId" : "6a2c7a4374d8ee00a0944fad", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 42000, "salaryAnnualMax" : 58000, "salaryBand" : "30k-50k", "hasSalary" : true, "allSkills" : [ "Cash handling", "Loan application processing", "Teller transactions", "Sales", "Client relationships", "Financial services", "Relationship building", "Client-focused sales", "Credit union operations", "Branch operations", "Financial products", "Marketing campaigns", "Bank Secrecy Act", "Anti-Money Laundering", "USA Patriot Act", "Nationwide Mortgage Licensing System registration" ], "skillCount" : 16, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Junior", "dataQualityScore" : 0.7777778, "_score" : 316.8036, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Banking", "llmIndustryConfidence" : 0.95 }, { "id" : "6a18ce8858b93c861e2c812e", "title" : "Transportation Engineer or II - Design", "company" : "Texas Department of Transportation", "industry" : "Government", "salary" : { "min" : 65104.0, "max" : 114099.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "UST-Texas-El Paso-El Paso District Headquarters", "locations" : [ "UST-Texas-El Paso-El Paso District Headquarters", "Yearly", "Exempt,
El Paso District Headquarters (24DISTHQ)
13301 GATEWAY BLVD WEST
El Paso, 79928

, El Paso District Headquarters" ], "timestamp" : "2026-06-15T22:46:47.917", "fingerprint" : "5d1c5835a4785bed53ae8b9d612cd449ffc3cdb4af6e8303ba4ae69a8489f5d6", "source" : "taleo", "language" : "en", "applyUrl" : "https://fa009.taleo.net/careersection/ex/jobdetail.ftl?job=44573", "externalId" : "44573", "industryFunction" : { }, "structuredLocations" : [ { "city" : "El Paso", "state" : "Texas", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "31.7601001,-106.4870476" } ], "locationText" : "El Paso, Texas, United States", "employmentType" : "FULL_TIME", "professionalSkills" : [ "Project development", "Roadway design" ], "majorSkills" : "Roadway projects, Transportation infrastructure", "majorSkillsList" : [ "Roadway projects", "Transportation infrastructure" ], "coreResponsibilities" : "Develop plans, Develop specifications, Recommend improvements, Support project delivery, Design roadway projects, Shape roadway projects", "teamCollaboration" : "Collaborative environment; Local partners; Federal partners", "domainKnowledge" : "Texas transportation", "domainList" : [ "texas-transportation" ], "domainSpecificKnowledge" : [ "Texas transportation" ], "continuousLearning" : "Professional development", "innovationCreativity" : "Innovative roadway projects", "outcomesObjectives" : "Impact communities across state", "qualificationsBasic" : "Transportation Engineer I or II", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Ready to design the future of Texas transportation? Join the Texas Department of Transportation (TxDOT) as a Transportation Engineer in our Design Office, where you’ll play a vital role in shaping safe, efficient, and innovative roadway projects that impact communities across the state. Engineers at all levels (I–II) contribute to planning, design, and project development, working in a collaborative environment with opportunities to travel, engage with local and federal partners, and apply advanced engineering practices to real-world challenges. With responsibilities ranging from developing plans and specifications to recommending improvements and supporting project delivery, this position offers meaningful career growth, professional development, and the chance to make a lasting difference in Texas’ transportation infrastructure. Salary/ Plan Grade: Transportation Engineer I (B24): $.65,104 - $106,634 Transportation Engineer II (B25): $ 69,572 - $114,099 ****The Texas Department of Transportation reserves the sole right in determining the level of position based on the applicant's work experience, education, skill level and all other appropriate factors, and based on business 65,104.00 114,099.00", "summaryDescription" : "Transportation Engineer or II - Design at Texas Department of Transportation. Skills: Roadway projects, Transportation infrastructure. Develop plans. Develop specifications", "createdAt" : "2026-06-14T21:53:15.756", "lastUpdated" : "2026-06-15T22:46:47.917", "ingestTimestamp" : "2026-06-14T21:53:15.756", "mongoId" : "6a18ce8858b93c861e2c812e", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 65104, "salaryAnnualMax" : 114099, "salaryBand" : "50k-75k", "hasSalary" : true, "allSkills" : [ "Roadway projects", "Transportation infrastructure", "Project development", "Roadway design", "Texas transportation" ], "skillCount" : 5, "jobCategory" : "engineering", "jobSubcategory" : "software", "seniorityLevel" : "Mid", "dataQualityScore" : 0.7777778, "_score" : 316.20255, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Government", "llmIndustryConfidence" : 0.95 }, { "id" : "6a30586af292fd229cf41dd7", "title" : "Financial Analyst", "company" : "University Health Network", "industry" : "Financial Services", "salary" : { "min" : 58578.0, "max" : 87876.0, "currency" : "USD", "frequency" : "yearly" }, "location" : "Toronto, ON, Canada", "locations" : [ "Toronto", "ON", "Canada" ], "certifications" : [ "CFA", "CPA", "FRM" ], "timestamp" : "2026-06-16T07:34:22.944", "fingerprint" : "c06f957e8bcee28bda601dfae004ecff1434687b5235247b8b34500e5472bfc6", "source" : "smartrecruiters", "language" : "en", "applyUrl" : "https://jobs.smartrecruiters.com/UniversityHealthNetwork/744000132252491-financial-analyst-i", "externalId" : "744000132252491", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Toronto", "state" : "Ontario", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "43.6534817,-79.3839347" } ], "locationText" : "Toronto, Ontario, Canada", "employmentType" : "CONTRACT", "minimumEducation" : "Bachelor's", "experienceMinYears" : 0, "experienceMaxYears" : 2, "experienceLevel" : "entry", "technicalSkills" : "Python, R, MATLAB, SQL, Bloomberg Terminal, Reuters Eikon, FactSet, Murex, Calypso", "professionalSkills" : [ "Financial modeling", "Quantitative analysis", "Risk management", "Investment analysis", "Portfolio management" ], "hardSkillsList" : [ "Financial analysis", "Data analysis", "Statistical modeling", "Valuation", "Forecasting" ], "hardSkills" : [ { "name" : "Financial analysis", "level" : "intermediate" }, { "name" : "Data analysis", "level" : "intermediate" }, { "name" : "Statistical modeling", "level" : "intermediate" }, { "name" : "Valuation", "level" : "intermediate" }, { "name" : "Forecasting", "level" : "intermediate" } ], "majorSkills" : "Financial analysis, Quantitative skills, Risk management, Financial modeling", "majorSkillsList" : [ "Financial analysis", "Quantitative skills", "Risk management", "Financial modeling" ], "coreResponsibilities" : "Develop financial models, Analyze financial data, Prepare financial reports, Conduct market research, Monitor investment portfolios, Assess financial risks, Support investment decisions, Ensure regulatory compliance", "teamCollaboration" : "Cross-functional teams; Investment committee", "domainKnowledge" : "Financial instruments; Regulatory frameworks; Risk methodologies; Equities; Fixed income; Derivatives; FX; VaR; Stress testing; Monte Carlo", "domainList" : [ "financial-instruments", "regulatory-frameworks", "risk-methodologies", "equities", "fixed-income", "derivatives", "fx", "var", "stress-testing", "monte-carlo" ], "domainSpecificKnowledge" : [ "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Equities", "Fixed income", "Derivatives", "FX", "VaR", "Stress testing", "Monte Carlo" ], "toolProficiency" : [ "Bloomberg Terminal", "Reuters Eikon", "FactSet", "Murex", "Calypso" ], "communicationSkills" : "Present findings; Report writing", "documentationSkills" : "Financial reports", "problemSolvingSkills" : "Analytical skills", "qualificationsBasic" : "5+ years experience, Bachelor's degree", "qualificationsPreferred" : "CFA charterholder preferred, Master's degree preferred, CPA designation preferred, FRM designation preferred", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "UHN is Canada’s #1 hospital and the world’s #1 publicly funded hospital. With 10 sites and more than 44,000 TeamUHN members, UHN consists of Toronto General Hospital, Toronto Western Hospital, Princess Margaret Cancer Centre, Toronto Rehabilitation Institute, The Michener Institute of Education and West Park Healthcare Centre. As Canada's top research hospital, the scope of biomedical research and complexity of cases at UHN have made it a national and international source for discovery, education and patient care. UHN has the largest hospital-based research program in Canada, with major research in neurosciences, cardiology, transplantation, oncology, surgical innovation, infectious diseases, genomic medicine and rehabilitation medicine. UHN is a research hospital affiliated with the University of Toronto. UHN’s vision is to build A Healthier World and it’s only because of the talented and dedicated people who work here that we are continually bringing that vision closer to reality. [www.uhn.ca](https://www.uhn.ca/) Union: Non-Union Number of vacancies: 1 New or Replacement Position: Replacement Site: 700 University Avenue – Hydro Building Department: Finance Reports to: Manager, Governance, Controls and Compliance Salary Range: $58,578-$87,876 annually Hours: 37.5 hours per week Status: Temporary Full-time (15 month contract ending October 31, 2027) Closing Date: June 26, 2026 Position Summary As an integral member of the Governance, Controls and Compliance team within Research Financial Services, the Financial/Expense Analyst I performs a range of professional and detailed accounting tasks requiring basic knowledge and fundamental applications of accounting theory and principles under the monitoring and direction of the Manager. Duties * Ensuring expense transactions are appropriately processed, and procedures and controls are effectively applied and resolving any related issues * Ensuring UHN policies, internal controls and external funding agency funding terms are adhered to * Liaising with internal and external clients to exchange information * Ensuring that assigned work is completed in an accurate and timely manner * Keeping informed about current UHN policy, procedures and guidelines and changes thereon. * Performing cross-functional duties and other duties consistent with the job classification as required ## Qualifications * University Degree in Business Administration or equivalent, preferred; OR experience with minimum 2/3-year college diploma, in business, finance or related discipline * Two (2) years related experience in an accounting environment with exposure to research grants, grant financial reporting or a role as an expense analyst in a research organization/department - preferred * Demonstrated analytical and problem solving skills * Excellent organizational and time management skills with the ability to manage competing priorities in a fast paced time sensitive environment with minimal direction * Excellent interpersonal skills * Excellent attention to detail * Excellent verbal and written communications skills * Demonstrated commitment to customer service and satisfaction * Ability to work accurately under stressful conditions and to meet tight deadlines * Strong knowledge of computer application accounting systems & software applications, preferably in a Microsoft Office environment (i.e., Excel, Word, Access) ## Additional Information In addition to working alongside some of the most talented and inspiring healthcare professionals in the world, UHN offers a wide range of benefits, programs and perks. It is the comprehensiveness of these offerings that makes it a differentiating factor, allowing you to find value where it matters most to you, now and throughout your career at UHN. * Competitive offer packages * Government organization and a member of the Healthcare of Ontario Pension Plan (HOOPP ) * Close access to Transit and UHN shuttle service * A flexible work environment * Opportunities for development and promotions within a large organization * Additional perks (multiple corporate discounts including: travel, restaurants, parking, phone plans, auto insurance discounts, on-site gyms, etc.) Current UHN employees must have successfully completed their probationary period, have a good employee record along with satisfactory attendance in accordance with UHN's attendance management program, to be eligible for consideration. All applications must be submitted before the posting close date. UHN uses email to communicate with selected candidates. Please ensure you check your email regularly. Please be advised that a Criminal Record Check may be required of the successful candidate. Should it be determined that any information provided by a candidate be misleading, inaccurate or incorrect, UHN reserves the right to discontinue with the consideration of their application. UHN is an equal opportunity employer committed to an inclusive recruitment process and workplace. Requests for accommodation can be made at any stage of the recruitment process. Applicants need to make their requirements known. We thank all applicants for their interest, however, only those selected for further consideration will be contacted.", "summaryDescription" : "Financial Analyst at University Health Network. Skills: Financial analysis, Quantitative skills, Risk management, Financial modeling. Develop financial models. Analyze financial data", "postedDate" : "2026-06-15T17:43:20.000", "createdAt" : "2026-06-15T23:39:53.339", "lastUpdated" : "2026-06-16T07:34:22.944", "ingestTimestamp" : "2026-06-15T23:39:53.339", "mongoId" : "6a30586af292fd229cf41dd7", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 58578, "salaryAnnualMax" : 87876, "salaryBand" : "50k-75k", "hasSalary" : true, "allSkills" : [ "Financial analysis", "Data analysis", "Statistical modeling", "Valuation", "Forecasting", "Quantitative skills", "Risk management", "Financial modeling", "Quantitative analysis", "Investment analysis", "Portfolio management", "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Equities", "Fixed income", "Derivatives", "FX", "VaR", "Stress testing", "Monte Carlo", "CFA", "CPA", "FRM", "Bloomberg Terminal", "Reuters Eikon", "FactSet", "Murex", "Calypso" ], "skillCount" : 29, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Junior", "dataQualityScore" : 1.0, "_score" : 314.07645, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Healthcare", "llmIndustryConfidence" : 0.95 }, { "id" : "6a305a1cf292fd229cf4d5de", "title" : "Senior Financial Analyst", "industry" : "Oxylabs Core", "salary" : { "min" : 4000.0, "max" : 5000.0, "currency" : "EUR", "frequency" : "yearly", "is_estimated" : false }, "location" : "Vilnius", "locations" : [ "Vilnius" ], "certifications" : [ "CFA", "ACCA" ], "timestamp" : "2026-06-16T15:09:22.171", "fingerprint" : "f223406a6953b25eefdc28ea17a62d92ed1973dc38e343e790f82d5de6830e6d", "source" : "lever", "language" : "en", "applyUrl" : "https://jobs.lever.co/oxylabs/9f7ffc95-50ee-453c-870d-27f36c1f7a2a/apply", "externalId" : "9f7ffc95-50ee-453c-870d-27f36c1f7a2a", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Vilnius", "country" : "Lithuania", "continent" : "eu", "source" : "llm", "workMode" : "onsite", "geo" : "54.6870458,25.2829111" } ], "locationText" : "Vilnius, Lithuania", "employmentType" : "FULL_TIME", "minimumEducation" : "Higher education degree", "experienceMinYears" : 3, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "technicalSkills" : "Excel", "professionalSkills" : [ "Financial modelling", "Due diligence", "Valuation" ], "hardSkillsList" : [ "Financial reporting", "Budgeting", "Forecasting", "Variance analysis", "KPI interpretation", "Scenario analysis" ], "hardSkills" : [ { "name" : "Financial reporting", "level" : "intermediate" }, { "name" : "Budgeting", "level" : "intermediate" }, { "name" : "Forecasting", "level" : "intermediate" }, { "name" : "Variance analysis", "level" : "intermediate" }, { "name" : "KPI interpretation", "level" : "intermediate" }, { "name" : "Scenario analysis", "level" : "intermediate" } ], "majorSkills" : "Financial planning, Reporting, Analysis, M&A modelling", "majorSkillsList" : [ "Financial planning", "Reporting", "Analysis", "M&A modelling" ], "coreResponsibilities" : "Own monthly financial reporting, Own quarterly financial reporting, Turn numbers into insight, Run annual budgeting, Run roll-forward forecasting, Lead variance analysis, Explain actuals divergence from plan, Track KPIs, Interpret KPIs, Surface story behind trends, Build value-creation analyses, Build decision-support analyses, Safeguard data integrity, Safeguard accuracy across financial records, Safeguard accuracy across reporting, Support acquisition modelling, Support financial due diligence, Support valuation on live deals, Screen potential targets, Run scenario analysis, Pressure-test deal assumptions", "teamCollaboration" : "Work with different teams; Work with departments; Work with business unit leaders; Work with senior management", "domainKnowledge" : "SaaS metrics; Data metrics; Technology business metrics; IFRS", "domainList" : [ "saas-metrics", "data-metrics", "technology-business-metrics", "ifrs" ], "domainSpecificKnowledge" : [ "SaaS metrics", "Data metrics", "Technology business metrics", "IFRS" ], "toolProficiency" : [ "Power BI", "Tableau" ], "communicationSkills" : "Presenting to stakeholders", "continuousLearning" : "Internal learning resources; External learning resources; Internal learning options; External conferences; Mentorship; Knowledge sharing", "problemSolvingSkills" : "Analytical judgement", "qualificationsBasic" : "3+ years in finance, Higher education degree, Financial modelling skills, Advanced Excel, Hands-on experience with monthly reporting, Hands-on experience with budgeting, Hands-on experience with financial planning, Sharp analytical judgement, Clear written communication, Clear verbal communication, Comfort presenting to senior stakeholders, Fluency in English, Fluency in Lithuanian", "qualificationsPreferred" : "CFA or ACCA enrollment, Familiarity with SaaS metrics, Familiarity with data metrics, Familiarity with technology business metrics, Working knowledge of IFRS, Experience with Power BI, Experience with Tableau, Experience with BI tools, Experience with data-visualization tools, Exposure to M&A processes, Exposure to financial due diligence, Exposure to transaction environment", "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "## Description We’re a team of 500+ professionals who develop cutting-edge web data gathering solutions for thousands of the world’s best known businesses, including Fortune 500 companies. What’s in store for you: You’ll be the backbone of our company, working with different teams and departments to solve complex challenges. We’ll fuel your professional growth with vast internal and external learning resources and an environment of teaming up and knowledge sharing. ## The team waiting for you This is primarily an FP&A role with a meaningful M&A component. The majority of your time is spent on the financial planning, reporting, and analysis that leadership relies on to run the business; the rest supports live acquisitions through financial modelling, due diligence, and valuation. You'll work directly with business unit leaders, different departments and the senior management with the resources, mentorship, and knowledge-sharing to grow fast. Expect ambiguity, real ownership, and decisions that matter from early on. ## In this role, you’ll Together with your team, own monthly and quarterly financial reporting, turning the numbers into insight leadership can act on. Run annual budgeting as well as roll-forward forecasting, and lead variance analysis - explaining why actuals diverge from plan. Track and interpret the KPIs that matter (NRR, ROAS, CAC, unit economics) and surface the story behind the trends. Build ad-hoc value-creation and decision-support analyses for business units and senior management. Safeguard data integrity and accuracy across financial records and reporting. Support acquisition modelling, financial due diligence, and valuation on live deals, buy- and sell-side. Screen potential targets and run scenario analysis to pressure-test deal assumptions. ## Your skills & experience 3+ years in finance, FP&A, Big 4, or transaction advisory (e.g. M&A, investment banking). Higher education degree in finance, economics, accounting, business administration, or a related field. Strong financial modelling skills and advanced Excel - you can build a model from scratch and stand behind the numbers. Hands-on experience with monthly reporting, budgeting, and financial planning. Sharp analytical judgement: you draw actionable conclusions from incomplete or messy data. Clear written and verbal communication, and comfort presenting to senior stakeholders. Self-driven, rigorous, and comfortable operating with ambiguity. Fluency in English and Lithuanian. ## Nice to have Certifications or ongoing enrolment in professional qualifications such as CFA, ACCA, or similar. Familiarity with SaaS, data, or technology business metrics (ARR, retention, unit economics). Working knowledge of IFRS. Experience with Power BI, Tableau, or other BI / data-visualisation tools. Exposure to M&A processes, financial due diligence, or a transaction environment (advisory, private equity, corporate development). ## Salary & Benefits Gross salary: 4000 - 5000 EUR/month. Keep in mind that we are open to discuss a different salary based on your skills and competencies. Growth & Learning: 40+ internal learning options, external conferences, mentorship, and year-round knowledge-sharing. Health & Well-being: Private health insurance, psychotherapy, on-site well-being consultants, 24/7 gym access, and a wellness app. Celebration & Community: Team events, an overseas workation, quarterly team-building budgets, and plenty of ways to mark milestones together. Plus bonus vacation days, paid life-moment days off, barista coffee, and all the tools you need. See the full list of benefits here: https://career.oxylabs.io/blog/our-work-benefits/. ## Additional Information Up for the challenge? Let’s talk!", "summaryDescription" : "Senior Financial Analyst. Skills: Financial planning, Reporting, Analysis, M&A modelling. Own monthly financial reporting. Own quarterly financial reporting", "postedDate" : "2026-06-15T10:31:38.092", "createdAt" : "2026-06-15T10:31:38.092", "lastUpdated" : "2026-06-16T15:09:22.171", "ingestTimestamp" : "2026-06-16T03:22:52.589", "mongoId" : "6a305a1cf292fd229cf4d5de", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "<30k", "hasSalary" : false, "allSkills" : [ "Financial reporting", "Budgeting", "Forecasting", "Variance analysis", "KPI interpretation", "Scenario analysis", "Financial planning", "Reporting", "Analysis", "M&A modelling", "Financial modelling", "Due diligence", "Valuation", "SaaS metrics", "Data metrics", "Technology business metrics", "IFRS", "CFA", "ACCA", "Power BI", "Tableau" ], "skillCount" : 21, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 0.8888889, "_score" : 313.55878, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Technology", "llmIndustryConfidence" : 0.95 }, { "id" : "6a305df5f292fd229cf6b8a6", "title" : "Financial Analyst", "company" : "University Health Network", "industry" : "Financial Services", "salary" : { "min" : 58578.0, "max" : 87876.0, "currency" : "USD", "frequency" : "yearly" }, "location" : "Toronto, ON, Canada", "locations" : [ "Toronto", "ON", "Canada" ], "certifications" : [ "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "CAIA", "CFP" ], "timestamp" : "2026-06-16T10:11:48.927", "fingerprint" : "8f2e31287eeeefbb2e16d6fb379c59be03b9926f588af155b538991ae12c4fc3", "source" : "smartrecruiters", "language" : "en", "applyUrl" : "https://jobs.smartrecruiters.com/UniversityHealthNetwork/744000132252491-financial-analyst-i", "externalId" : "744000132252491", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Toronto", "state" : "Ontario", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "43.6534817,-79.3839347" } ], "locationText" : "Toronto, Ontario, Canada", "employmentType" : "CONTRACT", "minimumEducation" : "Bachelor's", "experienceMinYears" : 0, "experienceMaxYears" : 2, "experienceLevel" : "entry", "technicalSkills" : "Python, R, MATLAB, SQL, Bloomberg Terminal, Reuters Eikon, FactSet, Murex, Calypso", "professionalSkills" : [ "Financial modeling", "Quantitative analysis", "Risk management", "Investment analysis", "Portfolio management", "Financial reporting", "Data analysis" ], "hardSkillsList" : [ "Financial analysis", "Statistical modeling", "Data interpretation", "Valuation techniques" ], "hardSkills" : [ { "name" : "Financial analysis", "level" : "intermediate" }, { "name" : "Statistical modeling", "level" : "intermediate" }, { "name" : "Data interpretation", "level" : "intermediate" }, { "name" : "Valuation techniques", "level" : "intermediate" } ], "majorSkills" : "Financial analysis, Quantitative skills, Risk management", "majorSkillsList" : [ "Financial analysis", "Quantitative skills", "Risk management" ], "coreResponsibilities" : "Analyze financial data, Develop financial models, Prepare financial reports, Conduct market research, Monitor investment portfolios, Assess financial risks, Ensure regulatory compliance, Collaborate with stakeholders", "teamCollaboration" : "Cross-functional teams; Investment committees", "domainKnowledge" : "Financial instruments; Regulatory frameworks; Risk methodologies; Equities; Fixed income; Derivatives; FX; SOX; Basel III; MiFID II; Dodd-Frank; FINRA; SEC; FCA; AML/KYC; VaR; CVaR; Stress testing; Monte Carlo", "domainList" : [ "financial-instruments", "regulatory-frameworks", "risk-methodologies", "equities", "fixed-income", "derivatives", "fx", "sox", "basel-iii", "mifid-ii", "dodd-frank", "finra", "sec", "fca", "aml-kyc", "var", "cvar", "stress-testing", "monte-carlo" ], "domainSpecificKnowledge" : [ "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Equities", "Fixed income", "Derivatives", "FX", "SOX", "Basel III", "MiFID II", "Dodd-Frank", "FINRA", "SEC", "FCA", "AML/KYC", "VaR", "CVaR", "Stress testing", "Monte Carlo" ], "toolProficiency" : [ "Bloomberg Terminal", "Reuters Eikon", "FactSet", "Murex", "Calypso" ], "communicationSkills" : "Report writing; Presentation skills", "documentationSkills" : "Financial documentation", "problemSolvingSkills" : "Analytical skills; Problem-solving", "qualificationsBasic" : "5+ years experience, Bachelor's degree", "qualificationsPreferred" : "CFA charterholder preferred, Master's degree preferred, CPA designation preferred, FRM designation preferred, MBA preferred", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "UHN is Canada’s #1 hospital and the world’s #1 publicly funded hospital. With 10 sites and more than 44,000 TeamUHN members, UHN consists of Toronto General Hospital, Toronto Western Hospital, Princess Margaret Cancer Centre, Toronto Rehabilitation Institute, The Michener Institute of Education and West Park Healthcare Centre. As Canada's top research hospital, the scope of biomedical research and complexity of cases at UHN have made it a national and international source for discovery, education and patient care. UHN has the largest hospital-based research program in Canada, with major research in neurosciences, cardiology, transplantation, oncology, surgical innovation, infectious diseases, genomic medicine and rehabilitation medicine. UHN is a research hospital affiliated with the University of Toronto. UHN’s vision is to build A Healthier World and it’s only because of the talented and dedicated people who work here that we are continually bringing that vision closer to reality. [www.uhn.ca](https://www.uhn.ca/) Union: Non-Union Number of vacancies: 1 New or Replacement Position: Replacement Site: 700 University Avenue – Hydro Building Department: Finance Reports to: Manager, Governance, Controls and Compliance Salary Range: $58,578-$87,876 annually Hours: 37.5 hours per week Status: Temporary Full-time (15 month contract ending October 31, 2027) Closing Date: June 26, 2026 Position Summary As an integral member of the Governance, Controls and Compliance team within Research Financial Services, the Financial/Expense Analyst I performs a range of professional and detailed accounting tasks requiring basic knowledge and fundamental applications of accounting theory and principles under the monitoring and direction of the Manager. Duties * Ensuring expense transactions are appropriately processed, and procedures and controls are effectively applied and resolving any related issues * Ensuring UHN policies, internal controls and external funding agency funding terms are adhered to * Liaising with internal and external clients to exchange information * Ensuring that assigned work is completed in an accurate and timely manner * Keeping informed about current UHN policy, procedures and guidelines and changes thereon. * Performing cross-functional duties and other duties consistent with the job classification as required ## Qualifications * University Degree in Business Administration or equivalent, preferred; OR experience with minimum 2/3-year college diploma, in business, finance or related discipline * Two (2) years related experience in an accounting environment with exposure to research grants, grant financial reporting or a role as an expense analyst in a research organization/department - preferred * Demonstrated analytical and problem solving skills * Excellent organizational and time management skills with the ability to manage competing priorities in a fast paced time sensitive environment with minimal direction * Excellent interpersonal skills * Excellent attention to detail * Excellent verbal and written communications skills * Demonstrated commitment to customer service and satisfaction * Ability to work accurately under stressful conditions and to meet tight deadlines * Strong knowledge of computer application accounting systems & software applications, preferably in a Microsoft Office environment (i.e., Excel, Word, Access) ## Additional Information In addition to working alongside some of the most talented and inspiring healthcare professionals in the world, UHN offers a wide range of benefits, programs and perks. It is the comprehensiveness of these offerings that makes it a differentiating factor, allowing you to find value where it matters most to you, now and throughout your career at UHN. * Competitive offer packages * Government organization and a member of the Healthcare of Ontario Pension Plan (HOOPP ) * Close access to Transit and UHN shuttle service * A flexible work environment * Opportunities for development and promotions within a large organization * Additional perks (multiple corporate discounts including: travel, restaurants, parking, phone plans, auto insurance discounts, on-site gyms, etc.) Current UHN employees must have successfully completed their probationary period, have a good employee record along with satisfactory attendance in accordance with UHN's attendance management program, to be eligible for consideration. All applications must be submitted before the posting close date. UHN uses email to communicate with selected candidates. Please ensure you check your email regularly. Please be advised that a Criminal Record Check may be required of the successful candidate. Should it be determined that any information provided by a candidate be misleading, inaccurate or incorrect, UHN reserves the right to discontinue with the consideration of their application. UHN is an equal opportunity employer committed to an inclusive recruitment process and workplace. Requests for accommodation can be made at any stage of the recruitment process. Applicants need to make their requirements known. We thank all applicants for their interest, however, only those selected for further consideration will be contacted.", "summaryDescription" : "Financial Analyst at University Health Network. Skills: Financial analysis, Quantitative skills, Risk management. Analyze financial data. Develop financial models", "postedDate" : "2026-06-15T17:43:20.000", "createdAt" : "2026-06-16T00:18:40.447", "lastUpdated" : "2026-06-16T10:11:48.927", "ingestTimestamp" : "2026-06-16T00:18:40.447", "mongoId" : "6a305df5f292fd229cf6b8a6", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 58578, "salaryAnnualMax" : 87876, "salaryBand" : "50k-75k", "hasSalary" : true, "allSkills" : [ "Financial analysis", "Statistical modeling", "Data interpretation", "Valuation techniques", "Quantitative skills", "Risk management", "Financial modeling", "Quantitative analysis", "Investment analysis", "Portfolio management", "Financial reporting", "Data analysis", "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Equities", "Fixed income", "Derivatives", "FX", "SOX", "Basel III", "MiFID II", "Dodd-Frank", "FINRA", "SEC", "FCA", "AML/KYC", "VaR", "CVaR", "Stress testing", "Monte Carlo", "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "CAIA", "CFP", "Bloomberg Terminal", "Reuters Eikon", "FactSet", "Murex", "Calypso" ], "skillCount" : 44, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Junior", "dataQualityScore" : 1.0, "_score" : 313.40396, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Healthcare", "llmIndustryConfidence" : 0.95 }, { "id" : "6a3064c7f292fd229cfa2e79", "title" : "Compliance Officer - Financial Services, Germany (part-time; remote or in Munich)", "industry" : "FinTech", "salary" : { "min" : 45000.0, "max" : 65000.0, "currency" : "EUR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market data for a Mid-level Compliance Officer in the Financial Services industry in Munich, Germany, adjusted for part-time employment." }, "location" : "Germany (part-time; remote or in Munich)", "locations" : [ "Munich", "Germany" ], "timestamp" : "2026-06-16T07:00:38.168", "fingerprint" : "54823fc4616dd3a27a802fa7bf11a1487db5c75bb2867ec9465309d6f0ec63c5", "source" : "join_com", "language" : "en", "applyUrl" : "https://join.com/companies/solascapital/16208642-compliance-officer-financial-services-germany-part-time-remote-or-in-munich", "externalId" : "16208642", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Munich", "country" : "Germany", "continent" : "eu", "source" : "llm", "workMode" : "onsite", "geo" : "48.1371079,11.5753822" }, { "country" : "Germany", "continent" : "eu", "workMode" : "remote" } ], "locationText" : "Munich, Germany; Germany", "employmentType" : "PART_TIME", "professionalSkills" : [ "Risk management", "Legal analysis", "Compliance oversight" ], "hardSkillsList" : [ "Regulatory requirements" ], "hardSkills" : [ { "name" : "Regulatory requirements", "level" : "intermediate" } ], "majorSkills" : "Regulatory requirements, Risk management, Legal analysis, Compliance oversight", "majorSkillsList" : [ "Regulatory requirements", "Risk management", "Legal analysis", "Compliance oversight" ], "coreResponsibilities" : "Oversee compliance activities, Ensure regulatory adherence, Manage compliance risks, Conduct legal analysis, Implement compliance policies", "domainKnowledge" : "Financial services regulation", "domainList" : [ "financial-services-regulation" ], "domainSpecificKnowledge" : [ "Financial services regulation" ], "remoteFriendly" : true, "workSiteFlexibility" : "Flexible", "summaryDescription" : "Compliance Officer - Financial Services, Germany (part-time; remote or in Munich). Skills: Regulatory requirements, Risk management, Legal analysis, Compliance oversight. Oversee compliance activities. Ensure regulatory adherence", "createdAt" : "2026-06-15T22:56:09.947", "lastUpdated" : "2026-06-16T07:00:38.168", "ingestTimestamp" : "2026-06-15T22:56:09.947", "mongoId" : "6a3064c7f292fd229cfa2e79", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "30k-50k", "hasSalary" : false, "allSkills" : [ "Regulatory requirements", "Risk management", "Legal analysis", "Compliance oversight", "Financial services regulation" ], "skillCount" : 5, "jobCategory" : "operations", "jobSubcategory" : "legal", "seniorityLevel" : "Mid", "dataQualityScore" : 0.5555556, "_score" : 313.09674, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2cf90774d8ee00a0a98dc7", "title" : "Senior Financial Planner", "company" : "Range", "industry" : "Financial Planning", "salary" : { "min" : 145000.0, "max" : 210000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Senior Financial Planner in Bellevue, United States, adjusted for the FinTech industry and company size." }, "location" : "Bellevue, WA", "locations" : [ "Bellevue, WA" ], "certifications" : [ "CFP", "CPA", "CFA", "EA", "ECA" ], "timestamp" : "2026-06-16T05:23:20.657", "fingerprint" : "4fffde22010da222824a1ca9917ce2b1c2819cc10ec0945d707858565bbaf820", "source" : "ashby", "language" : "en", "applyUrl" : "https://jobs.ashbyhq.com/range/c71d2704-2b06-4462-b22b-4491176f0808/application", "externalId" : "c71d2704-2b06-4462-b22b-4491176f0808", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Bellevue", "state" : "Washington", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "47.6144219,-122.1923370" } ], "locationText" : "Bellevue, Washington, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 6, "experienceMaxYears" : 9, "experienceLevel" : "Senior", "professionalSkills" : [ "Financial planning", "Wealth strategies", "Tax planning", "Investment strategies", "Estate planning" ], "hardSkillsList" : [ "Tax projections", "Investment acumen" ], "hardSkills" : [ { "name" : "Tax projections", "level" : "intermediate" }, { "name" : "Investment acumen", "level" : "intermediate" } ], "majorSkills" : "Financial planning, Wealth management, Tax planning", "majorSkillsList" : [ "Financial planning", "Wealth management", "Tax planning" ], "coreResponsibilities" : "Advise on financial goals, Build financial plans, Implement wealth strategies, Maintain understanding of financial planning, Maintain understanding of investments, Maintain understanding of tax planning, Share best practices, Assist with product plans, Assist with product roadmaps, Research investment strategies, Present investment strategies, Coordinate tax filing, Coordinate estate planning", "teamCollaboration" : "Collaborative team; Partner with product team", "domainKnowledge" : "Financial planning; Investments; Tax planning; Retirement planning; Estate planning", "domainList" : [ "financial-planning", "investments", "tax-planning", "retirement-planning", "estate-planning" ], "domainSpecificKnowledge" : [ "Financial planning", "Investments", "Tax planning", "Retirement planning", "Estate planning" ], "communicationSkills" : "Written communication", "specialRequirements" : "Willingness to relocate", "qualificationsBasic" : "6-9+ years experience, In depth tax planning, Building tax projections, Financial advice to consumers, Investment acumen, Broader planning topics, Financial services technology", "qualificationsPreferred" : "CFP designation, CPA designation, CFA designation, EA designation, ECA designation, BS or BA in Finance, BS or BA in Accounting", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "At Range, we’re building towards a world where anyone can live the financial life they imagine for themselves. If that sounds like a mission you want to be a part of, let’s create it together. We’re building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more. We’re growing fast while still small enough that everyone's work is visible and impactful. About the role We’re looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning. This individual will be responsible for crafting financial plans for members and continuing to support them through our asynchronous messaging platform. Members are not assigned to one planner, instead they get access to the whole team so that planners can collaborate and dive into their subject expertise based on the specific questions members are asking. But we’re looking for more than just a great advisor - you’ll be a key component of helping to reinvent the wealth management space through tech. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools. This role is based at Range's Headquarters in McLean, VA or one of our hubs in New York City, or Bellevue. Employees hired for this position will work in office Monday-Friday. If you are not already located in one of these areas, your willingness to relocate will be a contingency for employment. What you’ll do with us - Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals - Build and implement iterative financial plans and wealth strategies - Maintain an in-depth understanding of financial planning, investments, and tax planning - Be an active part of a collaborative team and share best practices - Assist our engineering and product teams with prioritizing and creating product plans and roadmaps - Research and present investment strategies - Coordinate tax filing and estate planning What will set you apart - Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar - 6-9+ years experience in a client-facing financial services roles - Experience with in depth tax planning and building tax projections for clients - Significant experience in delivering financial advice directly to consumers - Exceptional investment acumen and knowledge of broader planning topics - Significant experience using financial services technology - Interest in or passion for the tech space, and a desire to change the industry - Strong organizational, leadership, and written communication skills - BS or BA in Finance, Accounting, or other related major preferred Benefits - Comprehensive health coverage: Medical, dental and vision - 401k plan - Technology allowance - Hybrid work environment opportunities available for select employees - PTO - Top of Market Pay - Paid parental leave - In-person team & company events Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.", "summaryDescription" : "Senior Financial Planner at Range. Skills: Financial planning, Wealth management, Tax planning. Advise on financial goals. Build financial plans", "createdAt" : "2026-06-14T18:18:50.095", "lastUpdated" : "2026-06-16T05:23:20.657", "ingestTimestamp" : "2026-06-14T18:18:50.095", "mongoId" : "6a2cf90774d8ee00a0a98dc7", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 145000, "salaryAnnualMax" : 210000, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ "Tax projections", "Investment acumen", "Financial planning", "Wealth management", "Tax planning", "Wealth strategies", "Investment strategies", "Estate planning", "Investments", "Retirement planning", "CFP", "CPA", "CFA", "EA", "ECA" ], "skillCount" : 15, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Senior", "dataQualityScore" : 0.8888889, "_score" : 311.84402, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "FinTech", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2cf90774d8ee00a0a98dd0", "title" : "Senior Financial Planner", "company" : "Range", "industry" : "Financial Planning", "salary" : { "min" : 145000.0, "max" : 210000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Senior Financial Planner in McLean, United States, adjusted for the FinTech industry and company size." }, "location" : "New York City", "locations" : [ "New York City" ], "certifications" : [ "Certified Financial Planner (CFP)", "Certified Public Accountant (CPA)", "Chartered Financial Analyst (CFA)", "Enrolled Agent (EA)", "Equity Compensation Associate (ECA)" ], "timestamp" : "2026-06-16T05:40:41.011", "fingerprint" : "3560191046120a7cf21175ca8c4e155f8d24e0ef55cb05336e76b5a76f70c9fb", "source" : "ashby", "language" : "en", "applyUrl" : "https://jobs.ashbyhq.com/range/ad80cacb-d7f6-4fcd-8f47-2af2a0c730e7/application", "externalId" : "ad80cacb-d7f6-4fcd-8f47-2af2a0c730e7", "industryFunction" : { }, "structuredLocations" : [ { "city" : "McLean", "state" : "Virginia", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "38.9366852,-77.1858430" }, { "city" : "New York", "state" : "New York", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "40.7127281,-74.0060152" }, { "city" : "Bellevue", "state" : "Washington", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "47.6144219,-122.1923370" } ], "locationText" : "McLean, Virginia, United States; New York, New York, United States; Bellevue, Washington, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 6, "experienceMaxYears" : 9, "experienceLevel" : "Senior", "technicalSkills" : "Financial services technology", "professionalSkills" : [ "Financial planning", "Wealth strategies", "Investments", "Tax planning", "Investment strategies", "Estate planning" ], "hardSkillsList" : [ "Tax projections", "Financial advice" ], "softSkillsList" : [ "Leadership", "Written communication" ], "hardSkills" : [ { "name" : "Tax projections", "level" : "intermediate" }, { "name" : "Financial advice", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Leadership" }, { "name" : "Written communication" } ], "majorSkills" : "Financial planning, Wealth management, Tax planning", "majorSkillsList" : [ "Financial planning", "Wealth management", "Tax planning" ], "coreResponsibilities" : "Gain deep understanding of members’ needs, Advise members on financial goals, Build iterative financial plans, Implement iterative financial plans, Build wealth strategies, Implement wealth strategies, Maintain in-depth understanding of financial planning, Maintain in-depth understanding of investments, Maintain in-depth understanding of tax planning, Share best practices, Assist engineering teams, Assist product teams, Prioritize product plans, Create product plans, Prioritize product roadmaps, Create product roadmaps, Research investment strategies, Present investment strategies, Coordinate tax filing, Coordinate estate planning", "teamCollaboration" : "Collaborative team; Partner with product team", "projectManagementSkills" : [ "Roadmap planning" ], "domainKnowledge" : "Financial planning; Investments; Tax planning; Wealth management; WealthTech", "domainList" : [ "financial-planning", "investments", "tax-planning", "wealth-management", "wealthtech" ], "domainSpecificKnowledge" : [ "Financial planning", "Investments", "Tax planning", "Wealth management", "WealthTech" ], "toolProficiency" : [ "Bloomberg Terminal", "Reuters Eikon", "FactSet" ], "communicationSkills" : "Written communication", "specialRequirements" : "Willingness to relocate", "qualificationsBasic" : "6-9+ years experience in a client-facing financial services roles, Experience with in depth tax planning, Experience building tax projections for clients, Significant experience in delivering financial advice directly to consumers, Significant experience using financial services technology", "qualificationsPreferred" : "Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar, BS or BA in Finance, BS or BA in Accounting, BS or BA in other related major, Interest in or passion for the tech space, Desire to change the industry", "workSiteFlexibility" : "Onsite", "rawDescription" : "Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their financial outlook. From buying a house to retiring early or taking care of family — members can get answers to their questions anytime and feel confident that their money is working for them. Our team is full of all-stars who love to disrupt, collaborate, and build the next big thing in WealthTech. Join us as we make financial wellness accessible for millions more people! About the role We’re looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning. This individual will be responsible for crafting financial plans for members and continuing to support them through our asynchronous messaging platform. Members are not assigned to one planner, instead they get access to the whole team so that planners can collaborate and dive into their subject expertise based on the specific questions members are asking. But we’re looking for more than just a great advisor - you’ll be a key component of helping to reinvent the wealth management space through tech. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools. This role is based at Range's Headquarters in McLean, VA or one of our hubs in New York City, or Bellevue. Employees hired for this position will work in office Monday-Friday. If you are not already located in one of these areas, your willingness to relocate will be a contingency for employment. What you’ll do with us - Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals - Build and implement iterative financial plans and wealth strategies - Maintain an in-depth understanding of financial planning, investments, and tax planning - Be an active part of a collaborative team and share best practices - Assist our engineering and product teams with prioritizing and creating product plans and roadmaps - Research and present investment strategies - Coordinate tax filing and estate planning What will set you apart - Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar - 6-9+ years experience in a client-facing financial services roles - Experience with in depth tax planning and building tax projections for clients - Significant experience in delivering financial advice directly to consumers - Exceptional investment acumen and knowledge of broader planning topics - Significant experience using financial services technology - Interest in or passion for the tech space, and a desire to change the industry - Strong organizational, leadership, and written communication skills - BS or BA in Finance, Accounting, or other related major preferred Benefits - Comprehensive health coverage: Medical, dental and vision - 401k plan - Technology allowance - Hybrid work environment opportunities available for select employees - PTO - Top of Market Pay - Paid parental leave - In-person team & company events Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.", "summaryDescription" : "Senior Financial Planner at Range. Skills: Financial planning, Wealth management, Tax planning. Gain deep understanding of members’ needs. Advise members on financial goals", "createdAt" : "2026-06-14T19:27:59.288", "lastUpdated" : "2026-06-16T05:40:41.011", "ingestTimestamp" : "2026-06-14T19:27:59.288", "mongoId" : "6a2cf90774d8ee00a0a98dd0", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 145000, "salaryAnnualMax" : 210000, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ "Tax projections", "Financial advice", "Leadership", "Written communication", "Financial planning", "Wealth management", "Tax planning", "Wealth strategies", "Investments", "Investment strategies", "Estate planning", "Roadmap planning", "WealthTech", "Certified Financial Planner (CFP)", "Certified Public Accountant (CPA)", "Chartered Financial Analyst (CFA)", "Enrolled Agent (EA)", "Equity Compensation Associate (ECA)", "Bloomberg Terminal", "Reuters Eikon", "FactSet" ], "skillCount" : 21, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Senior", "dataQualityScore" : 0.8888889, "_score" : 311.62222, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "FinTech", "llmIndustryConfidence" : 0.98 }, { "id" : "6a30851cf292fd229c0770f1", "title" : "Financial Analyst", "company" : "SKELAR", "industry" : "Finance", "salary" : { "min" : 600000.0, "max" : 900000.0, "currency" : "UAH", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Financial Analyst in Kyiv, Ukraine, adjusted for the Technology industry and 2+ years of experience." }, "location" : "Kyiv", "locations" : [ "Kyiv" ], "certifications" : [ "ACCA" ], "timestamp" : "2026-06-16T12:49:51.626", "fingerprint" : "fc2709262e704e7b0085047507e055fca8280e728ea7dae5791b7d6f472b8454", "source" : "ashby", "language" : "uk", "applyUrl" : "https://jobs.ashbyhq.com/SKELAR/9cf4317d-7bec-4356-bc43-b3714aa5f11b/application", "externalId" : "9cf4317d-7bec-4356-bc43-b3714aa5f11b", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Kyiv", "country" : "Ukraine", "continent" : "eu", "source" : "llm", "workMode" : "onsite", "geo" : "50.4500336,30.5241361" } ], "locationText" : "Kyiv, Ukraine", "employmentType" : "FULL_TIME", "experienceMinYears" : 2, "technicalSkills" : "AI", "professionalSkills" : [ "Financial analysis", "Data analysis", "Financial reporting", "Process improvement" ], "hardSkillsList" : [ "Revenue analysis", "Data reconciliation", "Financial statement analysis" ], "hardSkills" : [ { "name" : "Revenue analysis", "level" : "intermediate" }, { "name" : "Data reconciliation", "level" : "intermediate" }, { "name" : "Financial statement analysis", "level" : "intermediate" } ], "majorSkills" : "Revenue analysis, Financial reporting, Data reconciliation", "majorSkillsList" : [ "Revenue analysis", "Financial reporting", "Data reconciliation" ], "coreResponsibilities" : "Prepare revenue analytics, Prepare refund analytics, Prepare chargeback analytics, Prepare discount analytics, Analyze revenue dynamics, Analyze revenue deductions dynamics, Identify key drivers of change, Identify anomalies, Formulate recommendations for financial metrics, Participate in implementing changes, Control revenue reflection accuracy, Control deductions reflection accuracy, Work with raw data, Reconcile data, Align data, Participate in improving revenue accounting processes, Participate in improving revenue analysis processes, Automate processes, Use AI tools", "teamCollaboration" : "Stakeholders from different teams; Various teams", "domainKnowledge" : "Financial statements; P&L; Cash Flow; Payment processing", "domainList" : [ "financial-statements", "p-l", "cash-flow", "payment-processing" ], "domainSpecificKnowledge" : [ "Financial statements", "P&L", "Cash Flow", "Payment processing" ], "toolProficiency" : [ "Excel", "Google Sheets" ], "communicationSkills" : "Communication skills", "continuousLearning" : "Educational programs; AI intensives; Professional clubs", "problemSolvingSkills" : "Analytical skills", "outcomesObjectives" : "Improve financial metric quality; Improve financial metric transparency; Improve understanding of financial results; Improve understanding of change drivers; Improve analytics preparation speed; Improve analytics preparation accuracy; Improve financial data process efficiency; Control payment perimeter status", "qualificationsBasic" : "2+ years experience in finance, 2+ years experience in analytics, 2+ years experience in audit, 2+ years experience in consulting, Understanding of financial statements, Proficient Excel / Google Sheets", "qualificationsPreferred" : "Experience in Big4, Experience in international companies, Experience in product environment, Experience in IT environment, Experience with multiple business units, Experience automating reporting, Experience optimizing processes, Experience with budgeting, Experience with plan/fact analysis, ACCA certification started, Participation in case competitions, Participation in intensives", "rawDescription" : "[https://app.ashbyhq.com/api/images/user-content/586ac3cb-f234-40cf-96fd-3daae8c41309/3a2721ac-0cf6-4bb5-a785-483b8d1018c3/Ashby_header.png] Що варто знати про SKELAR? Це венчур-білдер — іншими словами, компанія, яка будує компанії. З нами фаундери створюють consumer-бізнеси, які стають лідерами на глобальних ринках EdTech, Mental health, Petcare, FashionTech та інших. Скеларівці будують tech-продукти, які здобувають відзнаки від Product Hunt, The Webby Awards та отримують тисячі позитивних відгуків на TrustPilot. Загалом tech-продуктами наших бізнесів користуються 10+ млн людей у світі. Усе завдяки сильним командам, бо наші спеціалісти — це ключова цінність SKELAR. Для професійної реалізації ми створили середовище з експертизою та необмеженими можливостями — і шукаємо тих, хто прагне викликів. Зараз ми в пошуку Financial Analyst. Виклики, які чекають на цій ролі: - Підготовка аналітики по доходу (Revenue) та коригуванням (refunds, chargebacks, discounts тощо) з фокусом на якість і достовірність даних - Аналіз динаміки revenue та revenue deductions, виявлення ключових драйверів змін і аномалій - Формування практичних рекомендацій для покращення фінансових метрик та участь у впровадженні змін разом зі стейкхолдерами із різних команд - Контроль коректності відображення revenue та deductions у фінансовій звітності (P&L, Cash Flow) - Робота з raw data з різних джерел (платіжні системи, договори, білінг, внутрішні системи), їх звірка та узгодження - Участь у вдосконаленні процесів обліку та аналізу revenue, включаючи автоматизацію та використання AI-інструментів На що ти будеш впливати: - Якість і прозорість управлінської фінансової звітності - Розуміння бізнесом своїх фінансових результатів і драйверів змін - Швидкість та точність підготовки аналітики для внутрішніх стейкхолдерів - Ефективність процесів роботи з фінансовими даними - Стан контролінгу платіжного периметру Що для нас важливо: - 2+ роки досвіду у фінансах, аналітиці, аудиті або консалтингу - Впевнене розуміння фінансової звітності (P&L, Cash Flow) - Впевнений рівень Excel / Google Sheets (робота з великими обсягами даних) - Сильні аналітичні навички та увага до деталей - Гарні комунікаційні навички та готовність взаємодіяти з різними командами Буде перевагою: - Досвід роботи у Big4 або міжнародних компаніях - Досвід у продуктовому або IT-середовищі - Робота з кількома бізнес-напрямками або юнітами - Досвід автоматизації звітності або оптимізації процесів - Досвід роботи з бюджетуванням і план/факт аналізом - Почата сертифікація (ACCA) або участь у кейсових змаганнях, інтенсивах У SKELAR ми побудували середовище для професійної самореалізації: - SKELAR Platform. Це операційне ядро венчур-білдера, що допомагає фаундерам швидше проходити шлях від нуля до одиниці. Так команди бізнесів фокусуються на продукті — а 10+ команд в складі Platform закривають функції Legal, Finance, HR, Admin, Talent Acquisition, Employer Branding, IT та інші. - Нетворк та обмін досвідом як частина культури. Серед наших колег — кофаундери, які запустили не один бізнес, а також найсильніші спеціалісти на ринку. Тож ми маємо доступ до необхідної експертизи на відстані витягнутої руки. - Ексклюзивна доменна освіта. Ми створили власні навчальні програми для тіммейтів на вибір — від 2-місячної школи для менеджерів-початківців до інтенсивів про AI та професійних клубів з розробки, продакт-менеджменту тощо. - Вплив на системну допомогу Україні. Маємо благодійний фонд SKELAR foundation, який створили самі скеларівці — і завдяки кожному співробітнику втілюємо важливі соціальні проєкти. Наприклад, заснували перший у Європі акселератор для ветеранів https://veteranventure.skelar.tech/ і формуємо майданчик для підтримки ветеранів на рівні держави. - Екосистема для продуктивної роботи. Для скеларівців створені простори, які надихають на результат — з власним спортзалом, скеледромом, зеленими зонами Bali та бібліотеками. У спейсах, де сервіс, безпека та комфорт синхронізовані з темпом зростання команд, отримуємо вау-досвід та працюємо ефективніше. - Турбота про щоденний комфорт. Сніданки, обіди, доступ до спортивних тренувань в Києві або часткова компенсація занять у Варшаві, медичне страхування, оплачувані відрядження, якщо специфіка ролі передбачає такі поїздки, корпоративні знижки від партнерів. Більше розповімо на нашій зустрічі-знайомстві. Запрошуємо будувати the next big everything у SKELAR разом! [https://app.ashbyhq.com/api/images/user-content/586ac3cb-f234-40cf-96fd-3daae8c41309/bf8afb62-59f5-436b-b500-74f06bd0bb6e/Ashby_footer_eng.png]", "summaryDescription" : "Financial Analyst at SKELAR. Skills: Revenue analysis, Financial reporting, Data reconciliation. Prepare revenue analytics. Prepare refund analytics", "createdAt" : "2026-06-16T01:59:58.701", "lastUpdated" : "2026-06-16T12:49:51.626", "ingestTimestamp" : "2026-06-16T01:59:58.701", "mongoId" : "6a30851cf292fd229c0770f1", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ "Revenue analysis", "Data reconciliation", "Financial statement analysis", "Financial reporting", "Financial analysis", "Data analysis", "Process improvement", "Financial statements", "P&L", "Cash Flow", "Payment processing", "ACCA", "Excel", "Google Sheets" ], "skillCount" : 14, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 0.7777778, "_score" : 311.6082, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Technology", "llmIndustryConfidence" : 0.95 }, { "id" : "6a30795cf292fd229c031ab3", "title" : "Financial Analyst", "company" : "SKELAR", "industry" : "Finance", "salary" : { "min" : 600000.0, "max" : 900000.0, "currency" : "UAH", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Financial Analyst in Kyiv, Ukraine, adjusted for the technology industry and 2+ years of experience." }, "location" : "Kyiv", "locations" : [ "Kyiv" ], "certifications" : [ "ACCA" ], "timestamp" : "2026-06-16T11:30:35.823", "fingerprint" : "b7045aad5793415f4f5fe1dbccac061588423877881e71f90b8f108b0e4bf2b7", "source" : "ashby", "language" : "uk", "applyUrl" : "https://jobs.ashbyhq.com/skelar/9cf4317d-7bec-4356-bc43-b3714aa5f11b/application", "externalId" : "9cf4317d-7bec-4356-bc43-b3714aa5f11b", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Kyiv", "country" : "Ukraine", "continent" : "eu", "source" : "llm", "workMode" : "onsite", "geo" : "50.4500336,30.5241361" } ], "locationText" : "Kyiv, Ukraine", "employmentType" : "FULL_TIME", "experienceMinYears" : 2, "technicalSkills" : "AI", "professionalSkills" : [ "Financial analysis", "Data analysis", "Financial reporting", "Process improvement", "Process automation" ], "hardSkillsList" : [ "Revenue analysis", "Data reconciliation", "Financial statement analysis" ], "hardSkills" : [ { "name" : "Revenue analysis", "level" : "intermediate" }, { "name" : "Data reconciliation", "level" : "intermediate" }, { "name" : "Financial statement analysis", "level" : "intermediate" } ], "majorSkills" : "Revenue analysis, Financial reporting, Data reconciliation", "majorSkillsList" : [ "Revenue analysis", "Financial reporting", "Data reconciliation" ], "coreResponsibilities" : "Prepare revenue analytics, Prepare refund analytics, Prepare chargeback analytics, Prepare discount analytics, Analyze revenue dynamics, Analyze revenue deductions dynamics, Identify key drivers of change, Identify anomalies, Formulate recommendations for financial metrics, Participate in implementing changes, Control correctness of revenue reflection, Control correctness of deductions reflection, Work with raw data, Reconcile data, Align data, Participate in improving revenue accounting processes, Participate in improving revenue analysis processes, Automate processes, Use AI tools", "teamCollaboration" : "Stakeholders from different teams; Various teams; Internal stakeholders", "domainKnowledge" : "Financial statements; P&L; Cash Flow; Payment processing", "domainList" : [ "financial-statements", "p-l", "cash-flow", "payment-processing" ], "domainSpecificKnowledge" : [ "Financial statements", "P&L", "Cash Flow", "Payment processing" ], "toolProficiency" : [ "Excel", "Google Sheets" ], "communicationSkills" : "Communication skills", "continuousLearning" : "Training programs; Managerial training; AI intensives; Professional clubs", "problemSolvingSkills" : "Analytical skills", "outcomesObjectives" : "Improve financial metrics; Ensure quality of management reporting; Ensure transparency of management reporting; Improve understanding of financial results; Improve understanding of change drivers; Increase speed of analytics preparation; Increase accuracy of analytics preparation; Improve efficiency of financial data processes; Control payment perimeter", "qualificationsBasic" : "2+ years experience in finance, 2+ years experience in analytics, 2+ years experience in audit, 2+ years experience in consulting, Understanding of financial statements, Proficient in Excel, Proficient in Google Sheets", "qualificationsPreferred" : "Experience in Big4, Experience in international companies, Experience in product environment, Experience in IT environment, Experience with multiple business lines, Experience with budgeting, Experience with plan/fact analysis, ACCA certification started, Participation in case competitions, Participation in intensives", "workSiteFlexibility" : "Flexible", "rawDescription" : "[https://app.ashbyhq.com/api/images/user-content/586ac3cb-f234-40cf-96fd-3daae8c41309/3a2721ac-0cf6-4bb5-a785-483b8d1018c3/Ashby_header.png] Що варто знати про SKELAR? Це венчур-білдер — іншими словами, компанія, яка будує компанії. З нами фаундери створюють consumer-бізнеси, які стають лідерами на глобальних ринках EdTech, Mental health, Petcare, FashionTech та інших. Скеларівці будують tech-продукти, які здобувають відзнаки від Product Hunt, The Webby Awards та отримують тисячі позитивних відгуків на TrustPilot. Загалом tech-продуктами наших бізнесів користуються 10+ млн людей у світі. Усе завдяки сильним командам, бо наші спеціалісти — це ключова цінність SKELAR. Для професійної реалізації ми створили середовище з експертизою та необмеженими можливостями — і шукаємо тих, хто прагне викликів. Зараз ми в пошуку Financial Analyst. Виклики, які чекають на цій ролі: - Підготовка аналітики по доходу (Revenue) та коригуванням (refunds, chargebacks, discounts тощо) з фокусом на якість і достовірність даних - Аналіз динаміки revenue та revenue deductions, виявлення ключових драйверів змін і аномалій - Формування практичних рекомендацій для покращення фінансових метрик та участь у впровадженні змін разом зі стейкхолдерами із різних команд - Контроль коректності відображення revenue та deductions у фінансовій звітності (P&L, Cash Flow) - Робота з raw data з різних джерел (платіжні системи, договори, білінг, внутрішні системи), їх звірка та узгодження - Участь у вдосконаленні процесів обліку та аналізу revenue, включаючи автоматизацію та використання AI-інструментів На що ти будеш впливати: - Якість і прозорість управлінської фінансової звітності - Розуміння бізнесом своїх фінансових результатів і драйверів змін - Швидкість та точність підготовки аналітики для внутрішніх стейкхолдерів - Ефективність процесів роботи з фінансовими даними - Стан контролінгу платіжного периметру Що для нас важливо: - 2+ роки досвіду у фінансах, аналітиці, аудиті або консалтингу - Впевнене розуміння фінансової звітності (P&L, Cash Flow) - Впевнений рівень Excel / Google Sheets (робота з великими обсягами даних) - Сильні аналітичні навички та увага до деталей - Гарні комунікаційні навички та готовність взаємодіяти з різними командами Буде перевагою: - Досвід роботи у Big4 або міжнародних компаніях - Досвід у продуктовому або IT-середовищі - Робота з кількома бізнес-напрямками або юнітами - Досвід автоматизації звітності або оптимізації процесів - Досвід роботи з бюджетуванням і план/факт аналізом - Почата сертифікація (ACCA) або участь у кейсових змаганнях, інтенсивах У SKELAR ми побудували середовище для професійної самореалізації: - SKELAR Platform. Це операційне ядро венчур-білдера, що допомагає фаундерам швидше проходити шлях від нуля до одиниці. Так команди бізнесів фокусуються на продукті — а 10+ команд в складі Platform закривають функції Legal, Finance, HR, Admin, Talent Acquisition, Employer Branding, IT та інші. - Нетворк та обмін досвідом як частина культури. Серед наших колег — кофаундери, які запустили не один бізнес, а також найсильніші спеціалісти на ринку. Тож ми маємо доступ до необхідної експертизи на відстані витягнутої руки. - Ексклюзивна доменна освіта. Ми створили власні навчальні програми для тіммейтів на вибір — від 2-місячної школи для менеджерів-початківців до інтенсивів про AI та професійних клубів з розробки, продакт-менеджменту тощо. - Вплив на системну допомогу Україні. Маємо благодійний фонд SKELAR foundation, який створили самі скеларівці — і завдяки кожному співробітнику втілюємо важливі соціальні проєкти. Наприклад, заснували перший у Європі акселератор для ветеранів https://veteranventure.skelar.tech/ і формуємо майданчик для підтримки ветеранів на рівні держави. - Екосистема для продуктивної роботи. Для скеларівців створені простори, які надихають на результат — з власним спортзалом, скеледромом, зеленими зонами Bali та бібліотеками. У спейсах, де сервіс, безпека та комфорт синхронізовані з темпом зростання команд, отримуємо вау-досвід та працюємо ефективніше. - Турбота про щоденний комфорт. Сніданки, обіди, доступ до спортивних тренувань в Києві або часткова компенсація занять у Варшаві, медичне страхування, оплачувані відрядження, якщо специфіка ролі передбачає такі поїздки, корпоративні знижки від партнерів. Більше розповімо на нашій зустрічі-знайомстві. Запрошуємо будувати the next big everything у SKELAR разом! [https://app.ashbyhq.com/api/images/user-content/586ac3cb-f234-40cf-96fd-3daae8c41309/bf8afb62-59f5-436b-b500-74f06bd0bb6e/Ashby_footer_eng.png]", "summaryDescription" : "Financial Analyst at SKELAR. Skills: Revenue analysis, Financial reporting, Data reconciliation. Prepare revenue analytics. Prepare refund analytics", "createdAt" : "2026-06-16T01:59:35.600", "lastUpdated" : "2026-06-16T11:30:35.823", "ingestTimestamp" : "2026-06-16T01:59:35.600", "mongoId" : "6a30795cf292fd229c031ab3", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ "Revenue analysis", "Data reconciliation", "Financial statement analysis", "Financial reporting", "Financial analysis", "Data analysis", "Process improvement", "Process automation", "Financial statements", "P&L", "Cash Flow", "Payment processing", "ACCA", "Excel", "Google Sheets" ], "skillCount" : 15, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 0.7777778, "_score" : 311.59653, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Technology", "llmIndustryConfidence" : 0.95 }, { "id" : "6a3060e5f292fd229cf9431b", "title" : "Financial Analyst", "company" : "Charlie's Produce", "industry" : "Wholesale", "salary" : { "min" : 90000.0, "max" : 110000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "Seattle, WA, United States", "locations" : [ "Seattle", "WA", "United States" ], "certifications" : [ "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "CAIA", "CFP", "ACCA", "ACA" ], "timestamp" : "2026-06-16T09:31:57.262", "fingerprint" : "a1fe62b20424b62c1d277c428eef81afe699896aa095859ba0281a6d25801594", "source" : "smartrecruiters", "language" : "en", "applyUrl" : "https://jobs.smartrecruiters.com/CharliesProduce1/3743990013624266-financial-analyst", "externalId" : "3743990013624266", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Seattle", "state" : "Washington", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "47.6038321,-122.3300620" } ], "locationText" : "Seattle, Washington, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "mid", "domainKnowledge" : "Financial instruments; Regulatory frameworks; Risk methodologies; Quantitative skills; SOX; Basel III/IV; MiFID II; Dodd-Frank; FINRA; SEC; FCA; GDPR; AML/KYC; Equities; Fixed income; Derivatives; Options; Futures; Swaps; FX; Structured products; Private credit; VaR; CVaR; Stress testing; Monte Carlo; Factor models; Credit scoring", "domainList" : [ "financial-instruments", "regulatory-frameworks", "risk-methodologies", "quantitative-skills", "sox", "basel-iii-iv", "mifid-ii", "dodd-frank", "finra", "sec", "fca", "gdpr", "aml-kyc", "equities", "fixed-income", "derivatives", "options", "futures", "swaps", "fx", "structured-products", "private-credit", "var", "cvar", "stress-testing", "monte-carlo", "factor-models", "credit-scoring" ], "domainSpecificKnowledge" : [ "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills", "SOX", "Basel III/IV", "MiFID II", "Dodd-Frank", "FINRA", "SEC", "FCA", "GDPR", "AML/KYC", "Equities", "Fixed income", "Derivatives", "Options", "Futures", "Swaps", "FX", "Structured products", "Private credit", "VaR", "CVaR", "Stress testing", "Monte Carlo", "Factor models", "Credit scoring" ], "remoteFriendly" : false, "rawDescription" : "Charlie’s Produce - Who We Are Charlie's Produce is a privately owned wholesale produce company. We are the largest privately owned produce wholesaler on the West Coast, and we are growing. The secret to our success in this industry is PEOPLE! We strive to hire the best and we reward them with a working environment that fosters loyalty, stability, innovation, and growth. Charlie’s was founded in quality, and we are proud that it is still our focus. With a team of dedicated people who are passionate about food, supply chain, and their community we are looking for like minded individuals to help further our goal to enhance our communities through quality produce. What we offer: * An amazing company culture! * Medical/Dental/Vision on the first of the month following hire. * ESOP (Profit Sharing) and 401(k). * Paid vacations, paid holidays. * Pre-tax commuter benefits, and onsite parking. * Coverage under State Sick Leave. * 100% Prepaid College Tuition for employees and their dependents. * Employee assistance program (EAP). Additional Compensation Details: * $90K - $110K/ annually This role is 100% on-site in Seattle, WA Prepares financial analyses of operations, including financial statements with supporting schedules, for the guidance of management. Tracks, measures, and works to improve all aspects of the company’s financial performance. Partnering with the CFO, takes a lead role in administering the annual budget process, working with division general managers and sales managers. Make process improvement recommendations in regard to functions throughout the organization and assist with the implementation of these recommendations. Essential Duties and Responsibilities: * Assists in the preparation of reports that outline the company’s financial position in the areas of income, margins, expenses, and earnings based on past, present, and future operations * Assists in the preparation of the budget and financial forecasts. Monitors, analyzes, and reports monthly operating result variances against budget and forecast * Assists in the implementation and provides on-going support for profitability and productivity initiatives focusing on process improvements including the establishment and reporting of key performance indicators * Curiosity and initiative to identify and recommend improvements * Furnishes internal reports, revises and updates reports to be more useful and efficient, and furnishes external reports, as necessary * Finance liaison with IT including improving existing systems and implementing new initiatives * Ongoing special projects and tasks as assigned ## Qualifications * BA/BS Degree in Accounting, Finance, or related major * CMA or CPA certification preferred * Prior experience with annual budgeting process including working with managers across the company * Strong working knowledge of finance, accounting, and budgeting including Generally Accepted Accounting Principles. Knowledge of automated financial and accounting reporting systems * Demonstrated ability to analyze financial data and prepare financial reports, statements, and projections. Working knowledge of short and long term budgeting and forecasting, rolling budgets, and product-line profitability analysis * Strong working knowledge of business enterprise and other computer software applications. * Demonstrated leadership and persuasion skills - ability to make recommendations and influence the targeted audience to adopt recommendations * Strong analytical skills relating to mathematical calculations, logical/relational similarities, and problem solving * Effective written and verbal communication skills * Self-motivated and ability to work independently with minimal supervision ## Additional Information All your information will be kept confidential according to EEO guidelines. This is a safety-sensitive position. This employer participates in E-Verify and will provide the Social Security Administration and if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization. We do not provide H1-B sponsorships at this time. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Actual compensation will be dependent on factors, including but not limited to, the individual’s qualifications, experience, knowledge, skills, and abilities as well as physical work location within the state . For additional protected privacy information please visit: [Privacy Policy | Charlie's Produce (charliesproduce.com)](https://www.charliesproduce.com/privacy-policy/) Charlie's Produce is an Equal Opportunity Employer Visit our Employment Page for more details or to view our privacy center: Recruiters - DO NOT CONTACT!", "summaryDescription" : "Financial Analyst at Charlie's Produce", "postedDate" : "2026-06-15T17:41:01.000", "createdAt" : "2026-06-15T23:48:15.690", "lastUpdated" : "2026-06-16T09:31:57.262", "ingestTimestamp" : "2026-06-15T23:48:15.690", "mongoId" : "6a3060e5f292fd229cf9431b", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 90000, "salaryAnnualMax" : 110000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills", "SOX", "Basel III/IV", "MiFID II", "Dodd-Frank", "FINRA", "SEC", "FCA", "GDPR", "AML/KYC", "Equities", "Fixed income", "Derivatives", "Options", "Futures", "Swaps", "FX", "Structured products", "Private credit", "VaR", "CVaR", "Stress testing", "Monte Carlo", "Factor models", "Credit scoring", "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "CAIA", "CFP", "ACCA", "ACA" ], "skillCount" : 38, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 1.0, "_score" : 309.4176, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Food & Beverage", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c5eea74d8ee00a08e7965", "title" : "Director of Financial Planning & Analysis", "company" : "ACLU", "industry" : "Finance", "salary" : { "min" : 200000.0, "max" : 275000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Director of Financial Planning & Analysis in New York, adjusted for the non-profit industry and director-level seniority." }, "location" : "New York, New York, United States", "locations" : [ "New York", "New York", "United States" ], "certifications" : [ "CFA", "MBA" ], "timestamp" : "2026-06-14T22:36:00.014", "fingerprint" : "4d3687b44f02346b937c3390f8fd34da167061b4c6216d8dba983366c21768a7", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/aclu/jobs/8588672002", "externalId" : "8588672002", "industryFunction" : { }, "structuredLocations" : [ { "city" : "New York", "state" : "New York", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "40.7127281,-74.0060152" } ], "locationText" : "New York, New York, United States", "employmentType" : "FULL_TIME", "experienceLevel" : "Director", "technicalSkills" : "Microsoft Word, Microsoft Excel, Microsoft PowerPoint", "professionalSkills" : [ "Financial planning", "Budgeting", "Forecasting", "Long-range planning", "Strategic financial initiatives", "Financial models", "Driver-based financial models", "Economic value add", "Profitability analysis", "Scenario modeling", "Sensitivity analysis", "KPI-based performance management", "Data analysis", "Process improvement", "Data architecture", "Reporting efficiency", "Automation capabilities" ], "hardSkillsList" : [ "Financial modeling", "Budgeting", "Forecasting", "Data analysis", "Financial presentations" ], "softSkillsList" : [ "Leadership", "Critical thinking", "Adaptability", "Decision making", "Respect", "Problem solving" ], "hardSkills" : [ { "name" : "Financial modeling", "level" : "intermediate" }, { "name" : "Budgeting", "level" : "intermediate" }, { "name" : "Forecasting", "level" : "intermediate" }, { "name" : "Data analysis", "level" : "intermediate" }, { "name" : "Financial presentations", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Leadership" }, { "name" : "Critical thinking" }, { "name" : "Adaptability" }, { "name" : "Decision making" }, { "name" : "Respect" }, { "name" : "Problem solving" } ], "majorSkills" : "Financial planning, Financial modeling, Data analysis, Strategic finance", "majorSkillsList" : [ "Financial planning", "Financial modeling", "Data analysis", "Strategic finance" ], "coreResponsibilities" : "Create trainings, Deliver trainings, Set team goals, Implement team goals, Support enterprise-wide budgeting, Support forecasting, Support long-range planning, Support strategic financial initiatives, Develop financial models, Maintain financial models, Apply finance methodologies, Translate financial data, Translate operational data, Enhance information exchange, Enhance analysis, Drive Finance team process improvement, Drive organizational process improvement, Develop new approaches to planning, Produce data-driven insights, Serve as trusted advisor, Communicate financial concepts, Align financial insights, Leverage advanced workflows, Leverage modern finance technologies, Streamline reporting, Streamline forecasting, Streamline analytical processes, Extract financial information, Validate financial information, Transform financial information, Analyze financial information, Improve data architecture, Improve reporting efficiency, Improve automation capabilities, Reduce manual processes, Enhance scalability, Foster collaborative approach, Foster solutions-oriented approach, Engage in special projects, Perform other duties", "teamCollaboration" : "Intra/interdepartmental teams; Finance leadership; Operational stakeholders; Accounting; Operations; Executive leadership; Finance teams; Technology teams", "projectManagementSkills" : [ "Manage multiple projects" ], "domainKnowledge" : "Financial accounting; Fundraising channel analysis", "domainList" : [ "financial-accounting", "fundraising-channel-analysis" ], "domainSpecificKnowledge" : [ "Financial accounting", "Fundraising channel analysis" ], "toolProficiency" : [ "Microsoft Office" ], "communicationSkills" : "Interpersonal skills; Written skills; Stakeholder engagement; Financial concepts; Leadership presentations", "problemSolvingSkills" : "Analytical thinking; Navigate ambiguity; Navigate change", "specialRequirements" : "Work with confidential information", "qualificationsBasic" : "Bachelor’s degree in finance, 10 years of related work experience, Significant experience maintaining complex multi-year financial models, Comprehensive knowledge of up-to-date forecasting methods, Advanced budget methods knowledge, Experience with data visualization, Experience with presentation for leadership, Experience with presentation for non-financial audiences, Exceptional Excel ability, Exceptional PowerPoint ability", "qualificationsPreferred" : "CFA preferred, MBA preferred, Knowledge of fundraising channel analysis, Experience supporting fundraising departments", "workSiteFlexibility" : "Onsite", "rawDescription" : "ABOUT THE JOB The ACLU seeks applicants for the full-time position of Director of Financial Planning create and deliver trainings on relevant content In coordination with the CFO and Senior Director of Finance, set and implement team goals and vision Support enterprise-wide budgeting, forecasting, long-range planning, and strategic financial initiatives through process improvements, automation, advanced analytics, and best-in-class financial planning practices Develop and maintain sophisticated driver-based financial models to support operational and strategic decision-making Apply advanced finance methodologies including economic value add (EVA), profitability analysis, scenario modeling, sensitivity analysis, and KPI-based performance management to translate financial and operational data into actionable business insights Be a strategic partner through collaboration with intra/interdepartmental teams and stakeholders, while enhancing information exchange and analysis Use data and insights to drive Finance team and organizational process improvement initiatives Financial Planning develop new approaches to planning and producing data-driven insights to move the capabilities of the team forward Data, Automation and Partnership Serve as a trusted advisor to finance leadership and operational stakeholders and communicate financial concepts clearly to both financial and non-financial audiences Collaborate closely with accounting, operations, and executive leadership to align financial insights with business objectives Leverage advanced workflows and modern finance technologies to streamline reporting, forecasting, and analytical processes Work across multiple ERP systems and data sources to extract, validate, transform, and analyze financial information Partner with finance and technology teams to improve data architecture, reporting efficiency, and automation capabilities, and identify opportunities to reduce manual processes and enhance scalability through technology-enabled solutions Foster a highly collaborative and solutions-oriented approach across the organization Engage in special projects and other duties as assigned FUTURE ACLU'ERS WILL Be committed to advancing the mission of the ACLU Center and embed the principles of equity, inclusion and belonging in their work by demonstrating commitment to diversity with an approach that respects and values multiple perspectives Be committed to work collaboratively and respectfully toward resolving obstacles and conflicts WHAT YOU'LL BRING Bachelor’s degree in finance, math, business, or a related field; CFA or MBA preferred Minimum 10 years of related work experience, including significant experience maintaining complex multi-year financial models Knowledge of fundraising channel analysis and/or experience supporting fundraising departments Comprehensive knowledge of up-to-date forecasting methods and techniques, and advanced budget methods Ability to think analytically, manage multiple projects simultaneously, navigate ambiguity and change, work independently, and make decisions with minimal oversight Experience with data visualization and presentation for leadership and non-financial audiences Strong written and interpersonal skills with the ability to engage stakeholders at all levels, including ability to gain trust and cooperation from others in sensitive situations Ability to work with confidential information Strong understanding of financial accounting and accounting requirements Strong written and interpersonal skills and the ability to engage stakeholders at all levels Strong proficiency with Microsoft Word, with exceptional Excel and PowerPoint skills; ability to produce content-rich financial presentations and materials using Microsoft Office applications COMPENSATION The ACLU is committed to equity, transparency, and clarity in pay. Consistent with our compensation philosophy, there is a set salary for each role based on geographic work location. The annual salary for this position is $196,369 (Level D), reflecting the salary of a position based in New York, NY. Salaries are subject to a regional pay adjustment if authorization is granted to work outside of the location listed in this posting. For details on our pay structure, please visit: https://www.aclu.org/careers/ACLU_Geographic_Pay_Structure-July_2024.pdf WHY THE ACLU For over 100 years, the ACLU has worked to defend and preserve the individual rights and liberties guaranteed by the Constitution and laws of the United States. Whether it’s ending mass incarceration, achieving full equality for the LGBTQ+ community, establishing new privacy protections for our digital age, or preserving the right to vote or the right to have an abortion, the ACLU takes up the toughest civil liberties cases and issues to defend all people. We know that great people make a great organization. We value our people and know that what we offer is essential not just their work, but to their overall well-being. At the ACLU, we offer a broad range of benefits, which include: Time away to focus on the things that matter with a generous paid time-off policy Focus on your well-being with comprehensive healthcare benefits (including medical, dental and vision coverage, parental leave, gender affirming care treats everyone equitably; and empowers our colleagues to do the best work possible. We are as committed to anti-oppression, anti-ableism, and anti-racism internally as we are externally. Because whether we’re in the courts or in the office, we believe ‘We the People’ means all of us. With this commitment in mind, we strongly encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, veteran status and record of arrest or conviction, or any other characteristic protected by applicable law. The ACLU is committed to providing reasonable accommodation to individuals with disabilities. If you are a qualified individual with a disability and need assistance applying online, please email benefits.hrdept@aclu.org. If you are selected for an interview, you will receive additional information regarding how to request an accommodation for the interview process. The Department of Education has determined that employment in this position at the ACLU does not qualify for the Public Service Loan Forgiveness Program.", "summaryDescription" : "Director of Financial Planning & Analysis at ACLU. Skills: Financial planning, Financial modeling, Data analysis, Strategic finance. Create trainings. Deliver trainings", "postedDate" : "2026-06-12T22:17:03.057", "createdAt" : "2026-06-12T22:17:03.057", "lastUpdated" : "2026-06-14T22:36:00.014", "ingestTimestamp" : "2026-06-12T22:17:03.057", "mongoId" : "6a2c5eea74d8ee00a08e7965", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 200000, "salaryAnnualMax" : 275000, "salaryBand" : "200k+", "hasSalary" : true, "allSkills" : [ "Financial modeling", "Budgeting", "Forecasting", "Data analysis", "Financial presentations", "Leadership", "Critical thinking", "Adaptability", "Decision making", "Respect", "Problem solving", "Financial planning", "Strategic finance", "Long-range planning", "Strategic financial initiatives", "Financial models", "Driver-based financial models", "Economic value add", "Profitability analysis", "Scenario modeling", "Sensitivity analysis", "KPI-based performance management", "Process improvement", "Data architecture", "Reporting efficiency", "Automation capabilities", "Manage multiple projects", "Financial accounting", "Fundraising channel analysis", "CFA", "MBA", "Microsoft Office" ], "skillCount" : 32, "jobCategory" : "finance", "jobSubcategory" : "administration-and-finance", "dataQualityScore" : 1.0, "_score" : 308.6305, "daysOld" : 2, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Finance" }, { "id" : "6a3055fff292fd229cf23e22", "title" : "Director of Financial Planning & Analysis", "company" : "Rangewater", "salary" : { "min" : 175000.0, "max" : 250000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for Director of Financial Planning & Analysis in Atlanta, adjusted for the real estate industry and company size." }, "location" : "Atlanta, GA", "locations" : [ "Atlanta, GA", "United States of America" ], "timestamp" : "2026-06-16T13:23:46.325", "fingerprint" : "a0cb417ca25dc1cfe245ea0435953e5d3fa3da60c2603b7b5b89e6ee55bc08dd", "source" : "workday", "language" : "en", "applyUrl" : "https://liverangewater.wd1.myworkdayjobs.com/RangeWaterRealEstate/job/Atlanta-GA/Director-of-Financial-Planning---Analysis_R-108885", "externalId" : "R-108885", "industryFunction" : { }, "locationPoint" : "45.00473,-84.14389", "structuredLocations" : [ { "city" : "Atlanta", "state" : "Georgia", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "33.7544657,-84.3898151" } ], "locationText" : "Atlanta, Georgia, United States", "employmentType" : "FULL_TIME", "experienceLevel" : "Director", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "**Welcome! Interested in becoming a Ranger? Read more.** At RangeWater, we look for people who show up and work together to achieve success and make positive impacts on the lives we touch and enrich the communities we serve, as people are at the heart of everything we do. As a Ranger, we encourage you to explore possibilities and solutions for your own career success story and apply the same enthusiasm to help RangeWater remain THE leader and powerful force in Multi-Family Real Estate. **_Our Team Members play a pivotal role in the success of the company’s performance, and we look forward to_**** _witnessing your successful journey as a Ranger!_** **Culture:** Companies with a strong culture and a higher purpose perform better in the long run. **Core Values** (words to live by): People-focused, Collaboration, Integrity, Service, Results-driven, Experience-centric, and Innovation. **What’s in for you?** Our leaders care about the well-being of all Rangers and recognize the importance of work-life balance. That’s why we offer competitive paid time off and benefits. **PTO/Benefits:** · Two + Weeks of PTO · Paid Holidays · Medical, dental and vision insurance · 401(k) Enrollment Opportunity · Employer Paid Basic Life and Short-Term Disability · Paid Parental Leave for Birthing and Non-Birthing Parents (after 6 months) · Potential opportunity for savings in rent (property and ownership specific) · Cell Phone Allowance · And more! _**Job Description**_ **What does this role entail?** The Director, Financial Planning & Analysis (FP&A) is a corporate finance leader responsible for delivering insights, forecasts, and decision support that drive profitable growth across a multi-family property management platform. This hands-on role partners closely with the CFO and enterprise leaders to exceed EBITDA goals through rigorous budgeting and forecasting, KPI design and monitoring, margin optimization, and strategic analysis of customer, region, and property profitability. The Director will also support M&A diligence and integration value capture while advancing scalable planning processes and the effective use of AI-enabled tools within FP&A. **Essential Roles You Will Play:** Partner with the CFO and business leaders to translate strategic growth priorities into measurable financial plans, targets, and decision frameworks. Identify revenue growth opportunities across client segments, service lines, pricing, contract terms, and portfolio mix; quantify upside and execution requirements. Build and maintain customer profitability views to inform retention strategies, pricing actions, and go/no-go decisions. Develop business cases for new products/services and platform initiatives, including sensitivity analyses and investment ROI. Own enterprise margin optimization analytics, identifying drivers, tradeoffs, and actions to improve contribution and EBITDA. Deliver profitability reporting and insights by region, revenue line, geography, product line, and property; highlight mix impacts, cost-to-serve, and performance outliers. Establish standard profitability methodologies (allocation logic, governance, and documentation) in partnership with Accounting and Operations. Partner with leaders to define initiatives, track savings, and validate results against plan. Lead the annual budgeting process and regular reforecasts, ensuring accuracy, transparency of assumptions, and alignment to strategic priorities. Build a driver-based forecasting approach that connects operational drivers (e.g., units under management, client onboarding/offboarding, ancillary adoption, staffing) to financial outcomes. Partner with the CFO and functional leaders to set targets and action plans that exceed EBITDA goals; track progress and escalate risks/opportunities. Develop, standardize, and monitor KPIs (financial and operating), including dashboards and monthly performance packages for leadership. Deliver timely ad-hoc reporting and analysis to support executive decisions, including scenario planning and “what-if” modeling. Own the corporate cash flow forecast (short- and medium-term), including variance analysis and visibility into key working capital and timing drivers. Partner with Accounting and Treasury to align P&L, balance sheet, and cash perspectives; improve forecast cadence, accuracy, and controls. Provide liquidity insights to support capital allocation decisions, hiring/investment pacing, and integration planning. Partner with the M&A / Corporate Development team on financial diligence, including quality of earnings, cohort and customer profitability, synergy sizing, and risk assessment. Build acquisition and synergy models; support valuation, deal structure scenarios, and investment committee materials. Define integration KPIs and measurement methods; monitor and evaluate M&A integration ROI versus the deal thesis and synergy plan. Support post-close operating cadence with performance tracking, issue/risk identification, and corrective action analytics. Evaluate platform scalability from a finance perspective, including unit economics, headcount productivity, process capacity, and systems/tooling readiness. Advance FP&A processes, models, and reporting infrastructure to support a high-growth environment (standardization, automation, repeatability, and controls). Demonstrate working knowledge of AI tools in connection with FP&A (e.g., analysis augmentation, narrative generation, anomaly detection, forecasting support) and apply them responsibly to improve speed and insight quality. Partner with Data/Analytics and IT to improve source-of-truth datasets, definitions, and governance for key metrics. Own board-level reporting in partnership with the CFO, including monthly/quarterly performance materials, KPI narratives, and variance explanations. Craft clear, decision-oriented insights that connect results to drivers, risks, and actions; present findings to executives as needed. Maintain a high standard for accuracy, consistency, and “single source of truth” reporting. Other duties as assigned. Rangewater is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.", "summaryDescription" : "Director of Financial Planning & Analysis at Rangewater", "postedDate" : "2026-06-13T03:45:31.801", "createdAt" : "2026-06-16T03:45:31.744", "lastUpdated" : "2026-06-16T13:23:46.325", "ingestTimestamp" : "2026-06-16T03:45:31.744", "mongoId" : "6a3055fff292fd229cf23e22", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://liverangewater.wd1.myworkdayjobs.com/RangeWaterRealEstate/job/Atlanta-GA/Director-of-Financial-Planning---Analysis_R-108885", "salaryAnnualMin" : 175000, "salaryAnnualMax" : 250000, "salaryBand" : "150k-200k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "executive", "dataQualityScore" : 0.8888889, "_score" : 307.55505, "daysOld" : 3, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Real Estate", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2c7feb74d8ee00a0956e27", "title" : "Financial Analyst", "company" : "AppDirect", "industry" : "SaaS", "salary" : { "min" : 88812.0, "max" : 109709.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "San Francisco", "locations" : [ "San Francisco" ], "certifications" : [ "CFA" ], "timestamp" : "2026-06-15T08:49:50.580", "fingerprint" : "8218ac4eaaacb99c739d5930fd4ad8120562880985fb1769d195c11bb4487045", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/appdirect/jobs/8590376002", "externalId" : "8590376002", "industryFunction" : { }, "structuredLocations" : [ { "city" : "San Francisco", "state" : "California", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "37.7879363,-122.4075201" } ], "locationText" : "San Francisco, California, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 2, "experienceMaxYears" : 4, "experienceLevel" : "Mid", "technicalSkills" : "SQL", "professionalSkills" : [ "Financial modeling", "Variance analysis", "Revenue planning" ], "hardSkillsList" : [ "Forecasting", "Financial reporting" ], "hardSkills" : [ { "name" : "Forecasting", "level" : "intermediate" }, { "name" : "Financial reporting", "level" : "intermediate" } ], "majorSkills" : "Financial planning, Budgeting, Forecasting", "majorSkillsList" : [ "Financial planning", "Budgeting", "Forecasting" ], "coreResponsibilities" : "Own planning cycle components, Own management reporting, Drive revenue planning, Partner with stakeholders, Develop forecasts, Build financial models, Translate results into insights", "teamCollaboration" : "Cross-functional teams; Business partners", "domainKnowledge" : "SaaS business", "domainList" : [ "saas-business" ], "domainSpecificKnowledge" : [ "SaaS business" ], "toolProficiency" : [ "Bloomberg Terminal", "Reuters Eikon", "FactSet" ], "communicationSkills" : "Clear reporting", "problemSolvingSkills" : "Analytical instincts", "qualificationsBasic" : "2+ years experience", "qualificationsPreferred" : "CFA charterholder preferred", "rawDescription" : "About AppDirect Become a digital, global citizen and enable the new generation of digital entrepreneurs around the world. AppDirect offers a subscription commerce platform to sell any product, through any channel, on any device - as a service. We power millions of subscriptions worldwide for organizations. We do this by our values-driven culture—one that enables you to Be Seen, Be Yourself, and Do Your Best Work. About You You are a finance professional with strong analytical instincts and a solid foundation in forecasting, variance analysis, and financial modeling. You are comfortable working with financial and operational data, building clear reporting, and translating results into actionable insights for business partners. You take ownership of your work, communicate clearly, and are excited to operate in a fast-moving SaaS environment where finance plays an active role in business decision-making. This role offers the opportunity to work across a growing SaaS business, build visibility into key financial drivers, and partner with cross-functional teams on planning and performance. It’s a strong fit for someone who wants to deepen their finance ownership and move beyond reporting into more proactive business support. What you'll do and how you'll have an impact Own key components of the monthly, quarterly, and annual planning cycle, including budgeting, forecasting, and close-related analysis. Own recurring management reporting and dashboards across revenue, headcount, and operating expenses, and surface key business trends, risks, and opportunities. Drive revenue planning, forecasting, and variance analysis for an assigned segment of the business, proactively identifying performance drivers and emerging risks/opportunities. Partner directly with cross-functional stakeholders to develop forecasts, challenge assumptions, and improve financial visibility. Improve reporting frameworks, planning tools, and finance processes to increase scalability, accuracy, and decision usefulness. What we're looking for 2–4 years of experience in FP unique with no one alike. We foster an environment of inclusion without regard to race, religion, age, sexual orientation, or gender identity enabling AppDirectors to embrace their uniqueness to do their best work. As such, we strongly encourage applications from Indigenous peoples, racialized people, people with disabilities, people from gender and sexually diverse communities, and/or people with intersectional identities. At AppDirect we take privacy very seriously. For more information about our use and handling of personal data from job applicants, please read our Candidate Privacy Policy. For more information of our general privacy practices, please see AppDirect Privacy Notice: https://www.appdirect.com/about/privacy-notice At AppDirect, AI tools may assist our recruitment team with administrative automations — always under human oversight. AI tools do not make hiring decisions or solely automated decisions about your candidacy – all decisions are made by our people. By submitting your application, you acknowledge that your information may be processed in this way. You may request access or deletion at any time by contacting privacy@appdirect.com. The salary band listed below reflects the expected annual base salary or OTE (on-target earnings) for this role at AppDirect and may be subject to change. Base salary or OTE is just one component of AppDirect’s total compensation package. In addition to base pay, regular employees may be eligible for performance-based bonuses and a full range of benefits. Illinois Compensation Band $88,812—$109,709 USD", "summaryDescription" : "Financial Analyst at AppDirect. Skills: Financial planning, Budgeting, Forecasting. Own planning cycle components. Own management reporting", "postedDate" : "2026-06-14T09:20:02.269", "createdAt" : "2026-06-14T09:20:02.269", "lastUpdated" : "2026-06-15T08:49:50.580", "ingestTimestamp" : "2026-06-14T09:20:02.269", "mongoId" : "6a2c7feb74d8ee00a0956e27", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 88812, "salaryAnnualMax" : 109709, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Forecasting", "Financial reporting", "Financial planning", "Budgeting", "Financial modeling", "Variance analysis", "Revenue planning", "SaaS business", "CFA", "Bloomberg Terminal", "Reuters Eikon", "FactSet" ], "skillCount" : 12, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Junior", "dataQualityScore" : 1.0, "_score" : 307.26074, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "SaaS", "llmIndustryConfidence" : 0.98 }, { "id" : "6a30512df292fd229cefbae1", "title" : "Financial Accountant", "company" : "Prolific", "industry" : "Technology", "salary" : { "min" : 55000.0, "max" : 75000.0, "currency" : "GBP", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Financial Accountant in London, UK, within the Technology industry, adjusted for company size and onsite work mode." }, "location" : "1 Phipp St, London EC2A 4PS", "locations" : [ "1 Phipp St", "London EC2A 4PS" ], "certifications" : [ "ACA", "ACCA", "CIMA" ], "timestamp" : "2026-06-16T07:17:41.223", "fingerprint" : "0605b4b0811aa7d9772cfd31c19a02abd5a15d24178ac350fc6c1f54f5279a35", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.eu.greenhouse.io/prolific/jobs/4897685101", "externalId" : "4897685101", "industryFunction" : { }, "structuredLocations" : [ { "city" : "London", "country" : "United Kingdom", "continent" : "eu", "source" : "llm", "workMode" : "onsite", "geo" : "51.5074456,-0.1277653" } ], "locationText" : "London, United Kingdom", "technicalSkills" : "Xero, Google Sheets", "professionalSkills" : [ "Financial reporting", "Stakeholder relations", "Process automation", "Policy updating", "Company-wide reporting", "Cost allocation", "Cashflow movements", "Financial reports", "Forecasting" ], "hardSkillsList" : [ "Month-end close", "Statutory reporting", "VAT returns", "Balance sheet reconciliations", "P&L variance analysis", "Customer refunds", "AML requirements", "User balance cashflow", "Audit process" ], "hardSkills" : [ { "name" : "Month-end close", "level" : "intermediate" }, { "name" : "Statutory reporting", "level" : "intermediate" }, { "name" : "VAT returns", "level" : "intermediate" }, { "name" : "Balance sheet reconciliations", "level" : "intermediate" }, { "name" : "P&L variance analysis", "level" : "intermediate" }, { "name" : "Customer refunds", "level" : "intermediate" }, { "name" : "AML requirements", "level" : "intermediate" }, { "name" : "User balance cashflow", "level" : "intermediate" }, { "name" : "Audit process", "level" : "intermediate" } ], "majorSkills" : "Month-end close, Statutory reporting, Financial reporting", "majorSkillsList" : [ "Month-end close", "Statutory reporting", "Financial reporting" ], "coreResponsibilities" : "Take ownership of month-end tasks, Process journals, Perform reconciliations, Conduct balance sheet reconciliations, Perform P&L variance analysis, Process quarterly VAT returns, Respond to finance-related queries, Process customer refunds, Ensure adherence to AML requirements, Create automations, Create efficiencies, Update policies, Identify reporting improvements, Drive forward improvements, Reduce finance-related queries, Allocate costs, Track cashflow movements, Reconcile cashflow movements, Support financial report preparation, Support invoice preparation, Monitor spend against contracts, Assist FP&A, Keep re-forecast up to date", "teamCollaboration" : "Collaborating with colleagues; Engage with various stakeholders", "domainKnowledge" : "AML requirements", "domainList" : [ "aml-requirements" ], "domainSpecificKnowledge" : [ "AML requirements" ], "toolProficiency" : [ "Xero", "Google products" ], "communicationSkills" : "Stakeholder relations; Confident communicator", "problemSolvingSkills" : "Problem-solving", "qualificationsBasic" : "Recently qualified accountant, Proven experience performing month-end tasks, Experience working with large data sets, Proactive approach to problem-solving, Comfortable in a fast-paced work environment, Fast learner, Confident communicator", "qualificationsPreferred" : "ACA, ACCA or CIMA preferred, Experience working with Xero, Experience working with Google products, Genuine interest in new and emerging technologies, Experience implementing new finance software, Experience supporting the audit process", "workSiteFlexibility" : "Flexible", "rawDescription" : "Financial Accountant Prolific Prolific is not just another player in the AI space—we are the architects of the human data infrastructure that's reshaping the landscape of AI development. In a world where foundational AI technologies are increasingly commoditized, it's the quality and diversity of human-generated data that truly differentiates products and models. The role Prolific is looking for an ambitious and proactive newly qualified accountant to join our dynamic and cohesive Finance team. This diverse role provides an excellent opportunity to progress your career and enhance your technical skills while contributing to key deliverables such as month-end close, statutory reporting and managing stakeholder relations. The ideal candidate will be detail-oriented, ensuring accurate financial reporting and delivering work to a consistently high standard within agreed deadlines. You will be a team player who is comfortable collaborating with colleagues while being confident to work independently, taking pride in and ownership of tasks. What you’ll be doing in the role Take ownership of month-end tasks, including journals and reconciliations Balance sheet reconciliations and P&L variance analysis with commentaries Quarterly VAT returns Responsibility for managing and responding to finance-related queries from internal and external stakeholders Processing customer refunds, ensuring adherence to AML requirements Creating automations and efficiencies in existing processes to reduce time spent on month-end Updating policies to optimise for efficiency whilst maintaining high levels of control Identifying opportunities for improvements in company-wide reporting, and collaborating with colleagues to drive forward improvements Seek to reduce finance-related queries from customers and internal teams by identifying common queries/problems, and implementing solutions to them Ensure costs are allocated to appropriate verticals and budget holders Tracking and reconciling user balance cashflow movements Support preparation of financial reports and invoices for key customers, monitoring spend against contracts Assist FP&A in keeping Prolific’s re-forecast up to date and accurate Ad-hoc projects What you’ll bring to the role Recently qualified accountant (ACA, ACCA or CIMA preferred) Proven experience performing month-end tasks and delivering on time Experience working with large data sets with a keen eye for accuracy and identifying discrepancies Proactive approach to problem-solving with confidence in suggesting improvements Comfortable in a fast-paced work environment or previous experience in a startup/scale-up A fast learner who is quick to pick up new systems and processes whilst being comfortable adapting to change Confident communicator who can engage with various stakeholders, including those from non-finance backgrounds Even better if you have Experience working with Xero and Google products (e.g., Google Sheets) A genuine interest in new and emerging technologies, including AI, and how they can be leveraged to improve financial processes and efficiency Experience implementing new finance software Experience supporting the audit process Why Prolific is a great place to work We've built a unique platform that connects researchers and companies with a global pool of participants, enabling the collection of high-quality, ethically sourced human behavioral data and feedback. This data is the cornerstone of developing more accurate, nuanced, and aligned AI systems. We believe that the next leap in AI capabilities won't come solely from scaling existing models but from integrating diverse human perspectives and behaviors into AI development. By providing this crucial human data infrastructure, Prolific is positioning itself at the forefront of the next wave of AI innovation—one that reflects the breadth and the best of humanity. Working for us will place you at the forefront of AI innovation, providing access to our unique human data platform and opportunities for groundbreaking research. Join us to enjoy a competitive salary, benefits, and remote working within our impactful, mission-driven culture. Links to more information on Prolific Benefits External Handbook Website Youtube Privacy Statement By submitting your application, you agree that Prolific may collect your personal data for recruiting and global organization planning. Prolific's Candidate Privacy Notice explains what personal information Prolific may process your personal information, its purposes for processing your personal information, and the rights you can exercise over Prolific use of your personal information.", "summaryDescription" : "Financial Accountant at Prolific. Skills: Month-end close, Statutory reporting, Financial reporting. Take ownership of month-end tasks. Process journals", "postedDate" : "2026-06-15T23:16:07.440", "createdAt" : "2026-06-15T23:16:07.440", "lastUpdated" : "2026-06-16T07:17:41.223", "ingestTimestamp" : "2026-06-15T23:16:07.440", "mongoId" : "6a30512df292fd229cefbae1", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "50k-75k", "hasSalary" : false, "allSkills" : [ "Month-end close", "Statutory reporting", "VAT returns", "Balance sheet reconciliations", "P&L variance analysis", "Customer refunds", "AML requirements", "User balance cashflow", "Audit process", "Financial reporting", "Stakeholder relations", "Process automation", "Policy updating", "Company-wide reporting", "Cost allocation", "Cashflow movements", "Financial reports", "Forecasting", "ACA", "ACCA", "CIMA", "Xero", "Google products" ], "skillCount" : 23, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 0.7777778, "_score" : 305.96597, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Technology", "llmIndustryConfidence" : 0.98 }, { "id" : "6a307b14f292fd229c043918", "title" : "Financial Analyst", "company" : "Banyan Canopy Group", "salary" : { "min" : 3000000.0, "max" : 5500000.0, "currency" : "PKR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Senior Financial Analyst in Karachi, Pakistan, adjusted for the SaaS industry and company size." }, "location" : "Karachi, Sindh, Pakistan", "locations" : [ "Karachi", "Sindh", "Pakistan" ], "timestamp" : "2026-06-16T11:37:44.691", "fingerprint" : "42def133e855f3ca2e44a484715e0ad53519e663d1ce88835695dda1795f6e60", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/banyancanopygroup/jobs/5164489007", "externalId" : "5164489007", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Karachi", "state" : "Sindh", "country" : "Pakistan", "continent" : "as", "source" : "llm", "workMode" : "onsite", "geo" : "24.8546842,67.0207055" } ], "locationText" : "Karachi, Sindh, Pakistan", "remoteFriendly" : false, "rawDescription" : "Banyan Canopy Group is the Excellence Centre for Banyan Software, providing world-class operational support to drive the success of enterprise software businesses worldwide. Based in Karachi, Pakistan, Banyan Canopy Group plays a critical role in Banyan Software’s long-term buy-and-hold strategy, delivering exceptional services that enable sustainable growth and operational excellence. At Banyan Canopy Group, we are committed to fostering talent, streamlining operations, and upholding the highest standards of accuracy and integrity. About Banyan Software Banyan Software provides a permanent home for successful enterprise software companies, their employees, and their customers. Our mission is to acquire, build, and grow great enterprise software businesses that hold leading positions in niche vertical markets around the world. Banyan has been recognized as the #1 fastest-growing private software company in the U. S. on the Inc. 5000 and ranked among the top ten fastest-growing companies on the Deloitte Technology Fast 500. Founded in 2016, Banyan operates with a permanent capital base designed to preserve the legacy of founders. We follow a long-term, buy-and-hold-for-life strategy, focused on growing software companies that serve specialized vertical markets. \"As a global organization, flexibility to support teams across multiple time zones is important. This is an in-office role, five days per week, with working hours from 2:00 PM to 10:00 PM PKT to align with global teams.\" Job: Financial Analyst Job Profile: We are seeking a highly motivated Financial Analyst to join our growing global finance team. This role offers a unique opportunity to combine accounting, financial analysis, process improvement, and M&A integration support within a dynamic, acquisition-driven organization. As a Financial Analyst, you will take ownership of accounting and financial operations across assigned operating companies, ensuring accurate financial reporting, supporting budgeting and forecasting activities, and partnering with stakeholders to drive informed business decisions. You will also have the opportunity to contribute to finance transformation initiatives through automation and AI-driven solutions while gaining exposure to acquisition integrations and global finance operations. Job Responsibilities: Own and execute month-end close processes, ensuring timely and accurate financial reporting. Manage General Ledger (GL), Accounts Payable (AP), and Accounts Receivable (AR) activities. Review and maintain balance sheet reconciliations. Oversee day-to-day accounting operations across assigned entities. Ensure compliance with internal controls and support audit processes. Monitor cash flow and support forecasting activities. Assist with budgeting, forecasting, and variance analysis. Prepare financial reports and ad-hoc financial analyses for business stakeholders. Identify and implement process improvements through automation and technology solutions. Support the adoption of AI-driven tools for reporting and financial analysis. Partner with operating company leadership and cross-functional teams to provide financial insights. Support integration of newly acquired businesses, including financial reporting and process transitions. Assist with acquisition accounting and related finance integration activities. Develop and enhance finance policies, procedures, and Standard Operating Procedures (SOPs). Qualifications for Success: Bachelor’s degree in accounting, Finance, or a related discipline. 5+ years of accounting and/or finance experience. Strong understanding of accounting principles and financial reporting. Experience managing month-end close processes. Experience with General Ledger, Accounts Payable, and Accounts Receivable functions. Exposure to budgeting, forecasting, and financial analysis. Experience working with ERP systems (NetSuite experience is an asset). Strong analytical, problem-solving, and organizational skills. Excellent communication and stakeholder management abilities. Experience supporting multiple business entities or operating companies is preferred. Exposure to acquisition integration, automation initiatives, or finance transformation projects is considered an asset. What We Offer Competitive compensation and benefits package. Exposure to global finance operations across multiple regions and industries. Opportunity to gain hands-on experience supporting acquisitions and business integrations. Exposure to automation, AI, and finance transformation initiatives. Collaborative and entrepreneurial environment with cross-functional and international exposure. Long-term career growth opportunities within a rapidly growing global organization. Our Commitment to Equal Opportunity Banyan Software International (Private) Limited d/b/a Banyan Canopy Group is an equal opportunity employer and encourages applications from all qualified individuals. We are committed to fostering a diverse and inclusive workplace where all employees are treated with respect and fairness. We thank all applicants for their interest. However, only those selected for an interview will be contacted. All employment decisions are made without regard to race, gender, disability, veteran status, or any other protected characteristic, in accordance with applicable laws. Beware of Recruitment Scams We have been made aware of individuals fraudulently posing as members of our Talent Acquisition team and extending fake job offers. These scams may involve requests for personal information or payment for equipment. Protect yourself by following these steps: Verify that all communications from our recruiting team come from an @banyansoftware.com email address. Remember, employers will never request payment or banking information during the hiring process. If you receive a suspicious message, do not respond — instead, forward it to careers@banyansoftware.com and/or report it to the platform where you received it. Your safety and security are important to us. Thank you for staying vigilant.", "summaryDescription" : "Financial Analyst at Banyan Canopy Group", "postedDate" : "2026-06-16T01:21:49.725", "createdAt" : "2026-06-16T01:21:49.725", "lastUpdated" : "2026-06-16T11:37:44.691", "ingestTimestamp" : "2026-06-16T01:21:49.725", "mongoId" : "6a307b14f292fd229c043918", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Senior", "dataQualityScore" : 0.6666667, "_score" : 302.01138, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "SaaS", "llmIndustryConfidence" : 0.97 }, { "id" : "6a2a8a7774d8ee00a0681fda", "title" : "Financial Planning and Analysis (FP&A) Analyst (Experienced or Senior)", "company" : "Boeing", "industry" : "Defense", "salary" : { "min" : 90950.0, "max" : 123050.0, "currency" : "USD", "frequency" : "yearly" }, "location" : "USA - Huntsville, AL", "locations" : [ "USA - Huntsville, AL", "United States of America" ], "timestamp" : "2026-06-13T19:54:54.664", "fingerprint" : "cedb645b46d35f70ddd8dd7d4d456d9c0cea81560c00c0fc6b72056d6c82614d", "source" : "workday", "language" : "en", "applyUrl" : "https://boeing.wd1.myworkdayjobs.com/EXTERNAL_CAREERS/job/USA---Huntsville-AL/Financial-Planning-and-Analysis--FP-A--Analyst--Experienced-or-Senior-_JR2026512746-1", "externalId" : "JR2026512746", "industryFunction" : { }, "locationPoint" : "35.77702,-84.28242", "structuredLocations" : [ { "city" : "Huntsville", "state" : "Alabama", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "34.7298470,-86.5859011" } ], "locationText" : "Huntsville, Alabama, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 3, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "professionalSkills" : [ "Financial analysis", "Cost management", "Estimating", "Financial planning", "Contracts", "Procurement financial analysis", "Business case development" ], "hardSkillsList" : [ "Financial statement analysis", "Variance analysis" ], "hardSkills" : [ { "name" : "Financial statement analysis", "level" : "intermediate" }, { "name" : "Variance analysis", "level" : "intermediate" } ], "majorSkills" : "Financial planning, Forecasting, Risk management", "majorSkillsList" : [ "Financial planning", "Forecasting", "Risk management" ], "coreResponsibilities" : "Serve as finance focal, Lead LRBP development, Support LRBP consolidation, Analyze LRBP, Lead monthly forecast development, Support monthly forecast consolidation, Analyze monthly forecasts, Develop executive presentations, Build partnerships, Maintain partnerships, Drive integration, Analyze financial statement forecasts, Lead variance analysis, Provide explanations, Recommend actions, Lead business case development, Lead ad hoc analyses, Provide subject-matter expertise, Troubleshoot process issues, Troubleshoot tool issues, Determine root causes, Recommend solutions, Foster continuous improvement, Communicate best practices, Deploy best practices", "teamCollaboration" : "Partner with program analysts; Partner with senior leadership; Partner with program leadership; Partner with peers; Partner with cross-functional leaders", "communicationSkills" : "Executive presentations", "problemSolvingSkills" : "Troubleshoot process issues; Troubleshoot tool issues; Determine root causes; Recommend solutions", "specialRequirements" : "U. S. Person required", "qualificationsBasic" : "Bachelor's degree or higher, 3+ years financial analysis, 3+ years finance-related role, 3+ years developing forecasts, 3+ years LRBP experience", "qualificationsPreferred" : "5+ years related work experience, Experience making financial recommendations, Manage and consolidate data", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Financial Planning and Analysis (FP&A) Analyst (Experienced or Senior) **Company:** The Boeing Company The Space, Intelligence, and Weapon Systems (SI&WS) division of Boeing Defense, Space and Security (BDS) is seeking a **Financial Planning and Analysis (FP &A) Analyst (Experienced or Senior)** to join the team in **Huntsville, AL**. This position offers the opportunity to partner with program analysts and senior leadership across multiple functions, while leading and supporting key financial processes including Long Range Business Plans (LRBP), forecasts, and Opportunity and Risk management. The role supports The Strategic Missile and Defense Systems (SMDS) subdivision and reports directly to the SI&WS FP&A Manager. **Position responsibilities:** * Serves as the designated finance focal for areas of the SMDS sub-division * Leads and supports the development, consolidation, and analysis of the SMDS LRBP and monthly forecasts at both the business and programs levels * Develops executive-level presentations for the SMDS Leadership Team * Builds and maintains strong partnerships with program leadership, peers, and cross-functional leaders * Drives the integration and analysis of complex, multi-layered financial statement forecasts, ensuring accuracy and actionable insights * Leads variance analysis and provides senior management with clear explanations of financial performance * Recommends actions to senior management on financial performance projections using business and financial expertise * Leads development of complex business cases and ad hoc analyses * Provides subject-matter expertise to troubleshoot process and tool issues, determines root causes, and recommends solutions * Fosters a culture of continuous improvement by communicating and deploying enterprise best practices to improve quality, cost, delivery, and customer satisfaction **Basic Qualifications (Required Skills/Experience):** * Bachelor’s degree or higher * 3+ years of experience performing financial analysis * 3+ years in a finance-related role such as Financial Operations, Cost Management, Accounting, Estimating, Financial Planning, Contracts, or Procurement Financial Analysis (PFA) * 3+ years of experience developing forecasts for use in Long Range Business Plans (LRBPs) **Preferred Qualifications (Desired Skills/Experience):** * 5+ years of related work experience or equivalent combination of education and experience * Experience making financial recommendations to senior leaders * Ability to manage and consolidate data from multiple programs **Conflict of Interest:** Successful candidates for this job must satisfy the Company’s Conflict of Interest (COI) assessment process. **Drug Free Workplace:** Boeing is a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies. **Pay & Benefits:** At Boeing, we strive to deliver a Total Rewards package that will attract, engage and retain the top talent. Elements of the Total Rewards package include competitive base pay and variable compensation opportunities. The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work. The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements. Pay is based upon candidate experience and qualifications, as well as market and business considerations. Summary Pay Range for Experienced (Level 3): $90,950 - $123,050 Summary Pay Range for Senior (Level 4): $114,750 - $155,250 **Language Requirements:** Not Applicable **Education:** Bachelor's Degree or Equivalent **Relocation:** Relocation assistance is not a negotiable benefit for this position. **Export Control Requirement:** This position must meet U.S. export control compliance requirements. To meet U.S. export control compliance requirements, a “U.S. Person” as defined by 22 C.F.R. §120.62 is required. “U.S. Person” includes U.S. Citizen, U.S. National, lawful permanent resident, refugee, or asylee. **Safety Sensitive:** This is not a Safety Sensitive Position. **Security Clearance:** This position does not require a Security Clearance. **Visa Sponsorship:** Employer will not sponsor applicants for employment visa status. **Contingent Upon Award Program** This position is not contingent upon program award **Shift:** Shift 1 (United States of America) **Stay safe from recruitment fraud! The only way to apply for a position at Boeing is via our Careers website. Learn how to protect yourself from recruitment fraud** \\- [Recruitment Fraud Warning](http://www.boeing.com/careers/recruitment-fraud-warning.page) Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law. [EEO is the law](http://www.boeing.com/resources/boeingdotcom/careers/footer/EEOIsTheLawPoster.pdf) [Boeing EEO Policy](https://tbcdn.talentbrew.com/company/185/v1_0/img/2018_Policy_Statement.pdf) [Request an Accommodation](http://www.boeing.com/careers/request-accommodation.page) [Applicant Privacy](http://www.boeing.com/careers/privacy-statement.page) **Boeing Participates in E – Verify** * [E-Verify (English) ](http://www.boeing.com/resources/boeingdotcom/careers/footer/EverifyPosterEnglish.pdf) * [E-Verify (Spanish) ](http://www.boeing.com/resources/boeingdotcom/careers/footer/EverifyPosterSpanish.pdf) **Right to Work Statement** * [Right to Work (English) ](http://www.boeing.com/resources/boeingdotcom/careers/footer/WebBPPOSTERRtoWEnglishversion.pdf) * [Right to Work (Spanish)](http://www.boeing.com/resources/boeingdotcom/careers/footer/WebBPPOSTERRtoWSpanishversion.pdf)", "summaryDescription" : "Financial Planning and Analysis (FP&A) Analyst (Experienced or Senior) at Boeing. Skills: Financial planning, Forecasting, Risk management. Serve as finance focal. Lead LRBP development", "postedDate" : "2026-06-11T16:10:29.404", "createdAt" : "2026-06-11T16:10:29.363", "lastUpdated" : "2026-06-13T19:54:54.664", "ingestTimestamp" : "2026-06-11T16:10:29.363", "mongoId" : "6a2a8a7774d8ee00a0681fda", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://boeing.wd1.myworkdayjobs.com/EXTERNAL_CAREERS/job/USA---Huntsville-AL/Financial-Planning-and-Analysis--FP-A--Analyst--Experienced-or-Senior-_JR2026512746-1", "salaryAnnualMin" : 90950, "salaryAnnualMax" : 123050, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Financial statement analysis", "Variance analysis", "Financial planning", "Forecasting", "Risk management", "Financial analysis", "Cost management", "Estimating", "Contracts", "Procurement financial analysis", "Business case development" ], "skillCount" : 11, "jobCategory" : "engineering", "seniorityLevel" : "senior", "dataQualityScore" : 1.0, "_score" : 299.38583, "daysOld" : 2, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Defense" }, { "id" : "6a2cf90774d8ee00a0a98dcf", "title" : "Senior Financial Planner", "company" : "Range", "industry" : "Financial Planning", "salary" : { "min" : 145000.0, "max" : 210000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Senior Financial Planner in McLean, United States, adjusted for the FinTech industry and company size." }, "location" : "McLean, VA", "locations" : [ "McLean, VA" ], "certifications" : [ "Certified Financial Planner (CFP)", "Certified Public Accountant (CPA)", "Chartered Financial Analyst (CFA)", "Enrolled Agent (EA)", "Equity Compensation Associate (ECA)" ], "timestamp" : "2026-06-16T01:02:58.400", "fingerprint" : "4203f14948ab4545933b1d68b206f21276f6c199e4bc36ffc1ad4cea17bfc04f", "source" : "ashby", "language" : "en", "applyUrl" : "https://jobs.ashbyhq.com/range/de010efa-e5f6-4589-b953-3708536027b3/application", "externalId" : "de010efa-e5f6-4589-b953-3708536027b3", "industryFunction" : { }, "structuredLocations" : [ { "city" : "McLean", "state" : "Virginia", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "38.9366852,-77.1858430" }, { "city" : "New York", "state" : "New York", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "40.7127281,-74.0060152" }, { "city" : "Bellevue", "state" : "Washington", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "47.6144219,-122.1923370" } ], "locationText" : "McLean, Virginia, United States; New York, New York, United States; Bellevue, Washington, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 6, "experienceMaxYears" : 9, "experienceLevel" : "Senior", "professionalSkills" : [ "Financial planning", "Wealth strategies", "Investments", "Tax planning", "Estate planning", "Investment acumen", "Planning topics" ], "hardSkillsList" : [ "Financial modeling", "Tax projections", "Investment strategies" ], "softSkillsList" : [ "Leadership", "Written communication" ], "hardSkills" : [ { "name" : "Financial modeling", "level" : "intermediate" }, { "name" : "Tax projections", "level" : "intermediate" }, { "name" : "Investment strategies", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Leadership" }, { "name" : "Written communication" } ], "majorSkills" : "Financial planning, Wealth management, Tax planning, Investment strategies", "majorSkillsList" : [ "Financial planning", "Wealth management", "Tax planning", "Investment strategies" ], "coreResponsibilities" : "Gain deep understanding of members’ needs, Advise members on financial goals, Build iterative financial plans, Implement iterative wealth strategies, Maintain in-depth understanding of financial planning, Maintain in-depth understanding of investments, Maintain in-depth understanding of tax planning, Share best practices, Assist engineering and product teams, Prioritize product plans, Create product roadmaps, Research investment strategies, Present investment strategies, Coordinate tax filing, Coordinate estate planning", "teamCollaboration" : "Collaborative team; Partner with product team", "projectManagementSkills" : [ "Product plans", "Roadmaps" ], "domainKnowledge" : "Financial planning; Investments; Tax planning; Wealth management; WealthTech", "domainList" : [ "financial-planning", "investments", "tax-planning", "wealth-management", "wealthtech" ], "domainSpecificKnowledge" : [ "Financial planning", "Investments", "Tax planning", "Wealth management", "WealthTech" ], "toolProficiency" : [ "Financial services technology" ], "communicationSkills" : "Written communication", "specialRequirements" : "Willingness to relocate", "qualificationsBasic" : "6-9+ years experience, Experience with tax planning, Experience building tax projections, Significant experience delivering financial advice, Significant experience using financial services technology", "qualificationsPreferred" : "Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA), BS or BA in Finance, BS or BA in Accounting, Interest in tech space, Desire to change industry", "workSiteFlexibility" : "Onsite", "rawDescription" : "Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their financial outlook. From buying a house to retiring early or taking care of family — members can get answers to their questions anytime and feel confident that their money is working for them. Our team is full of all-stars who love to disrupt, collaborate, and build the next big thing in WealthTech. Join us as we make financial wellness accessible for millions more people! About the role We’re looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning. This individual will be responsible for crafting financial plans for members and continuing to support them through our asynchronous messaging platform. Members are not assigned to one planner, instead they get access to the whole team so that planners can collaborate and dive into their subject expertise based on the specific questions members are asking. But we’re looking for more than just a great advisor - you’ll be a key component of helping to reinvent the wealth management space through tech. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools. This role is based at Range's Headquarters in McLean, VA or one of our hubs in New York City, or Bellevue. Employees hired for this position will work in office Monday-Friday. If you are not already located in one of these areas, your willingness to relocate will be a contingency for employment. What you’ll do with us - Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals - Build and implement iterative financial plans and wealth strategies - Maintain an in-depth understanding of financial planning, investments, and tax planning - Be an active part of a collaborative team and share best practices - Assist our engineering and product teams with prioritizing and creating product plans and roadmaps - Research and present investment strategies - Coordinate tax filing and estate planning What will set you apart - Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar - 6-9+ years experience in a client-facing financial services roles - Experience with in depth tax planning and building tax projections for clients - Significant experience in delivering financial advice directly to consumers - Exceptional investment acumen and knowledge of broader planning topics - Significant experience using financial services technology - Interest in or passion for the tech space, and a desire to change the industry - Strong organizational, leadership, and written communication skills - BS or BA in Finance, Accounting, or other related major preferred Benefits - Comprehensive health coverage: Medical, dental and vision - 401k plan - Technology allowance - Hybrid work environment opportunities available for select employees - PTO - Top of Market Pay - Paid parental leave - In-person team & company events Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.", "summaryDescription" : "Senior Financial Planner at Range. Skills: Financial planning, Wealth management, Tax planning, Investment strategies. Gain deep understanding of members’ needs. Advise members on financial goals", "createdAt" : "2026-06-14T18:32:33.105", "lastUpdated" : "2026-06-16T01:02:58.400", "ingestTimestamp" : "2026-06-14T18:32:33.105", "mongoId" : "6a2cf90774d8ee00a0a98dcf", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 145000, "salaryAnnualMax" : 210000, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ "Financial modeling", "Tax projections", "Investment strategies", "Leadership", "Written communication", "Financial planning", "Wealth management", "Tax planning", "Wealth strategies", "Investments", "Estate planning", "Investment acumen", "Planning topics", "Product plans", "Roadmaps", "WealthTech", "Certified Financial Planner (CFP)", "Certified Public Accountant (CPA)", "Chartered Financial Analyst (CFA)", "Enrolled Agent (EA)", "Equity Compensation Associate (ECA)", "Financial services technology" ], "skillCount" : 22, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Senior", "dataQualityScore" : 0.8888889, "_score" : 298.77292, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "FinTech", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2cbd0674d8ee00a09fd33f", "title" : "Manager of Financial Planning & Analysis (FP&A)", "industry" : "Banking", "salary" : { "min" : 115000.0, "max" : 165000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Manager of Financial Planning & Analysis in Lansing, United States, within the Financial Services industry, adjusted for seniority and full-time employment." }, "location" : "Lansing, MI", "locations" : [ "Lansing, MI" ], "certifications" : [ "CFA", "CPA" ], "timestamp" : "2026-06-15T11:35:58.763", "fingerprint" : "b284331aed7c4afa6c2db66796c02ccc193cc74656efd61161fd78284425f625", "source" : "jazzhr", "language" : "en", "externalId" : "X2RYWMIphI", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Lansing", "state" : "Michigan", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "42.7338254,-84.5546295" } ], "locationText" : "Lansing, Michigan, United States", "experienceLevel" : "Manager", "technicalSkills" : "Excel, SQL", "professionalSkills" : [ "Financial modeling", "Budgeting", "Forecasting", "Variance analysis" ], "hardSkillsList" : [ "Financial analysis", "Data analysis" ], "hardSkills" : [ { "name" : "Financial analysis", "level" : "intermediate" }, { "name" : "Data analysis", "level" : "intermediate" } ], "majorSkills" : "Financial planning, Financial analysis, FP&A", "majorSkillsList" : [ "Financial planning", "Financial analysis", "FP&A" ], "coreResponsibilities" : "Develop financial models, Prepare budgets, Forecast financial performance, Analyze financial results, Identify variances, Support strategic initiatives, Present financial information", "teamCollaboration" : "Cross-functional teams; Senior management", "domainKnowledge" : "Financial instruments; Regulatory frameworks; Risk methodologies; Quantitative skills", "domainList" : [ "financial-instruments", "regulatory-frameworks", "risk-methodologies", "quantitative-skills" ], "domainSpecificKnowledge" : [ "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills" ], "toolProficiency" : [ "ERP systems", "BI tools" ], "communicationSkills" : "Present financial information", "problemSolvingSkills" : "Analytical skills", "qualificationsBasic" : "5+ years FP&A experience, Bachelor's degree", "qualificationsPreferred" : "CFA charterholder preferred, MBA preferred, Master's degree preferred", "workSiteFlexibility" : "Onsite", "summaryDescription" : "Manager of Financial Planning & Analysis (FP&A). Skills: Financial planning, Financial analysis, FP&A. Develop financial models. Prepare budgets", "createdAt" : "2026-06-14T02:24:04.447", "lastUpdated" : "2026-06-15T11:35:58.763", "ingestTimestamp" : "2026-06-14T02:24:04.447", "mongoId" : "6a2cbd0674d8ee00a09fd33f", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 115000, "salaryAnnualMax" : 165000, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ "Financial analysis", "Data analysis", "Financial planning", "FP&A", "Financial modeling", "Budgeting", "Forecasting", "Variance analysis", "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills", "CFA", "CPA", "ERP systems", "BI tools" ], "skillCount" : 16, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Manager", "dataQualityScore" : 0.5555556, "_score" : 298.68088, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c92b974d8ee00a0986683", "title" : "Financial Planner", "company" : "Mercer Advisors", "industry" : "Consulting", "salary" : { "min" : 75000.0, "max" : 95000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Junior Financial Planner in San Francisco, adjusted for the Financial Services industry and company size." }, "location" : "San Francisco", "locations" : [ "San Francisco" ], "certifications" : [ "CFP® coursework" ], "timestamp" : "2026-06-15T07:06:26.747", "fingerprint" : "4bf947868b4a70eb87011c3e9e9c98a3075e9aeef4c6c4db6b7a6dda94401f82", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/merceradvisors/jobs/5239601008", "externalId" : "5239601008", "industryFunction" : { }, "structuredLocations" : [ { "city" : "San Francisco", "state" : "California", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "37.7879363,-122.4075201" } ], "locationText" : "San Francisco, California, United States", "technicalSkills" : "Excel, SQL", "professionalSkills" : [ "Financial planning", "Investment analysis", "Retirement projections", "Education funding", "Stock options analysis", "Estate planning", "Tax planning", "Asset protection", "Risk management" ], "hardSkillsList" : [ "Document analysis", "Data management", "Financial plan construction", "Cash flow analysis", "Spending plans" ], "softSkillsList" : [ "Analytical skills", "Follow-through", "Communication abilities" ], "hardSkills" : [ { "name" : "Document analysis", "level" : "intermediate" }, { "name" : "Data management", "level" : "intermediate" }, { "name" : "Financial plan construction", "level" : "intermediate" }, { "name" : "Cash flow analysis", "level" : "intermediate" }, { "name" : "Spending plans", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Analytical skills" }, { "name" : "Follow-through" }, { "name" : "Communication abilities" } ], "majorSkills" : "Financial planning, Investment analysis, Retirement planning", "majorSkillsList" : [ "Financial planning", "Investment analysis", "Retirement planning" ], "coreResponsibilities" : "Prepare financial plans, Analyze client documentation, Utilize financial planning tools, Develop client financial plans, Collaborate with teams, Develop integrated strategies, Develop tailored recommendations, Stay current on topics, Assist in workflow creation, Assist in procedure creation", "teamCollaboration" : "Wealth Management Teams; In-house specialists; Sales teams; Advisors; Family Wealth Services; Investments teams", "domainKnowledge" : "Financial planning; Investment management; Business management; Tax; Estate planning; Insurance; Cash management; Wealth transfer; Retirement planning; Social Security; Tax planning", "domainList" : [ "financial-planning", "investment-management", "business-management", "tax", "estate-planning", "insurance", "cash-management", "wealth-transfer", "retirement-planning", "social-security", "tax-planning" ], "domainSpecificKnowledge" : [ "Financial planning", "Investment management", "Business management", "Tax", "Estate planning", "Insurance", "Cash management", "Wealth transfer", "Retirement planning", "Social Security", "Tax planning" ], "toolProficiency" : [ "EMoney", "Morningstar", "SS Analyzer", "Excel", "CRM systems", "Portfolio analysis tools", "Salesforce" ], "communicationSkills" : "Verbal skills; Written skills", "documentationSkills" : "Document analysis", "continuousLearning" : "Staying current on financial planning topics", "problemSolvingSkills" : "Analytical skills", "specialRequirements" : "Ability to travel 10%", "qualificationsBasic" : "1 year financial industry experience", "qualificationsPreferred" : "Bachelor's degree preferred, CFP coursework completion, Salesforce experience preferred, Financial planning software experience preferred, EMoney experience preferred, SS Analyzer experience preferred, CRM experience preferred, Portfolio analysis tools experience preferred, Tax planning tools experience preferred, Ability to travel 10%", "workSiteFlexibility" : "Hybrid", "rawDescription" : "Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U. S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans. This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor. In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities. Essential Job Functions for this role include: The Financial Planner’s responsibilities include, but are not limited to: Preparing financial plans for prospective and existing clients, including: Cash flow and spending plans Investment analysis Retirement projections Social Security analysis Education funding analysis Stock options analysis Estate planning analysis Tax planning Asset protection and risk management needs analysis Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation. Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans. Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness. Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations. Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning. Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes. Knowledge, Skills, and Abilities: Bachelor’s degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance. Completion of CFP® coursework. A minimum of one year of financial industry–related experience preferred. Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred. Strong verbal, written, analytical, and organizational skills. Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment. Customer service–oriented mindset; coachable and eager to learn. High level of discretion and ability to maintain confidentiality. Flexibility and adaptability in a fast-paced environment. Ability to travel up to 10%. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Hybrid Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Kaiser Medical plans available in California Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays including a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (8 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option Pet Insurance Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection", "summaryDescription" : "Financial Planner at Mercer Advisors. Skills: Financial planning, Investment analysis, Retirement planning. Prepare financial plans. Analyze client documentation", "postedDate" : "2026-06-14T09:29:48.663", "createdAt" : "2026-06-14T09:29:48.663", "lastUpdated" : "2026-06-15T07:06:26.747", "ingestTimestamp" : "2026-06-14T09:29:48.663", "mongoId" : "6a2c92b974d8ee00a0986683", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 75000, "salaryAnnualMax" : 95000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Document analysis", "Data management", "Financial plan construction", "Cash flow analysis", "Spending plans", "Analytical skills", "Follow-through", "Communication abilities", "Financial planning", "Investment analysis", "Retirement planning", "Retirement projections", "Education funding", "Stock options analysis", "Estate planning", "Tax planning", "Asset protection", "Risk management", "Investment management", "Business management", "Tax", "Insurance", "Cash management", "Wealth transfer", "Social Security", "CFP® coursework", "EMoney", "Morningstar", "SS Analyzer", "Excel", "CRM systems", "Portfolio analysis tools", "Salesforce" ], "skillCount" : 33, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Junior", "dataQualityScore" : 0.7777778, "_score" : 297.57086, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c7a4374d8ee00a0944faf", "title" : "Personal Banker or II (DOE)", "company" : "OneAZ Credit Union", "industry" : "Banking", "salary" : { "min" : 44000.0, "max" : 62000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Junior Personal Banker in Gilbert, United States, adjusted for industry and company size." }, "location" : "Queen Creek Rd, Gilbert, AZ 85297", "locations" : [ "Queen Creek Rd", "Gilbert", "AZ 85297" ], "timestamp" : "2026-06-15T22:23:22.591", "fingerprint" : "5afc723566651af1e63b1a8dd7880c8ba5e2f898f513a9397c85535153191e48", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/oneazcreditunion/jobs/4214062009", "externalId" : "4214062009", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Gilbert", "state" : "Arizona", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "33.3527632,-111.7890370" } ], "locationText" : "Gilbert, Arizona, United States", "minimumEducation" : "High School Diploma or General Educational Development (GED)", "experienceMinYears" : 1, "experienceMaxYears" : 3, "professionalSkills" : [ "Relationship building", "Client-focused sales" ], "hardSkillsList" : [ "Cash handling" ], "hardSkills" : [ { "name" : "Cash handling", "level" : "intermediate" } ], "majorSkills" : "Sales, Client relationships, Financial services", "majorSkillsList" : [ "Sales", "Client relationships", "Financial services" ], "coreResponsibilities" : "Build relationships with members, Provide trusted advice, Discover members' financial lives, Grow members' financial lives, Fulfill members' financial livelihood, Develop in-depth knowledge of business goals, Develop in-depth knowledge of branch operations, Develop in-depth knowledge of products, Develop in-depth knowledge of marketing campaigns, Open accounts for members, Learn members' financial needs, Identify OneAZ products and solutions, Onboard new members, Facilitate loans for members, Follow up with client-focused outreach, Build rapport in the community, Build OneAZ's brand in the community, Attend community events, Support community activities, Analyze member financial information, Conduct loan closings with members, Support member banking efficiently, Expand customer base by networking, Conduct teller activity, Conduct teller transactions", "domainKnowledge" : "Financial well-being; Credit union operations; Financial products; Loan applications; Bank Secrecy Act; Anti-Money Laundering; USA Patriot Act", "domainList" : [ "financial-well-being", "credit-union-operations", "financial-products", "loan-applications", "bank-secrecy-act", "anti-money-laundering", "usa-patriot-act" ], "domainSpecificKnowledge" : [ "Financial well-being", "Credit union operations", "Financial products", "Loan applications", "Bank Secrecy Act", "Anti-Money Laundering", "USA Patriot Act" ], "communicationSkills" : "Verbal skills; Phone skills; Email skills; Internet skills; Writing skills", "specialRequirements" : "Credit check, Criminal background check, NMLS registration if MLO", "qualificationsBasic" : "High School Diploma or GED, 1-3 years customer service/sales/client-facing experience", "qualificationsPreferred" : "1 year cash handling experience, Financial institution cash handling experience", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it! Who You Are \uD83E\uDDE9 You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together. What You’ll Do \uD83D\uDE80 \uD83D\uDCCDThis position will be located at our Creek Branch: 3349 E Queen Creek Rd, Gilbert, AZ 85297 OneAZ's Personal Bankers emulate the Credit Union's Core Values by building relationships with members, and providing trusted advice in discovering, growing, and fulfilling our members' financial lives and livelihood. Develop in-depth knowledge of OneAZ's business goals, branch operations, products, and marketing campaigns. Fulfill members' best interests by opening accounts, learning their financial needs, and identifying OneAZ products and solutions. Onboard new members by opening accounts, facilitating loans, and following up with client-focused outreach. Build relationships, rapport, and OneAZ's brand in the community, including attending and supporting events and activities. Analyze member financial information, such as financial profile. Facilitate completing member loan applications for submission to underwriting. Conduct loan closings with members. Support members' banking efficiently through internet, mobile app, branch, and ATM channels. Expand customer base by networking with existing and prospective new members. Conduct teller activity and transactions, according to branch business needs. What You Bring \uD83C\uDFAF High School Diploma or General Educational Development (GED) required. One to three years' related experience in a customer service, sales, or client-facing role. One year of cash handling preferred, ideally at a financial institution. Strong relationship-building and client-focused sales skills. Excellent verbal, phone, email, internet, and writing skills. A passion for people, innovation, and growth. Compensation we’re a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new pioneers. We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you’ll be part of a team committed to exceeding expectations and redefining what’s possible. Additional Notes: Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Any individual who meets the definition of a mortgage loan originator (MLO) and is employed by a federal agency-regulated institution will need to be registered on the Nationwide Mortgage Licensing System (NMLS). Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This job description should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.", "summaryDescription" : "Personal Banker or II (DOE) at OneAZ Credit Union. Skills: Sales, Client relationships, Financial services. Build relationships with members. Provide trusted advice", "postedDate" : "2026-06-14T18:35:10.423", "createdAt" : "2026-06-14T18:35:10.423", "lastUpdated" : "2026-06-15T22:23:22.591", "ingestTimestamp" : "2026-06-14T18:35:10.423", "mongoId" : "6a2c7a4374d8ee00a0944faf", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 44000, "salaryAnnualMax" : 62000, "salaryBand" : "30k-50k", "hasSalary" : true, "allSkills" : [ "Cash handling", "Sales", "Client relationships", "Financial services", "Relationship building", "Client-focused sales", "Financial well-being", "Credit union operations", "Financial products", "Loan applications", "Bank Secrecy Act", "Anti-Money Laundering", "USA Patriot Act" ], "skillCount" : 13, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Junior", "dataQualityScore" : 0.7777778, "_score" : 297.49445, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Banking", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c7b8574d8ee00a094a034", "title" : "Sr. Financial Analyst", "company" : "Mission Healthcare", "industry" : "Healthcare", "salary" : { "min" : 95000.0, "max" : 115000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "San Diego, California, United States", "locations" : [ "San Diego", "California", "United States" ], "certifications" : [ "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "CAIA", "CFP", "ACCA", "ACA" ], "timestamp" : "2026-06-16T05:02:25.049", "fingerprint" : "a58d5e690ef01268f3f3de7f6239d952bfb426043325207702a5e8f3b2f9128d", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/missionhealthcare/jobs/4277563009", "externalId" : "4277563009", "industryFunction" : { }, "structuredLocations" : [ { "city" : "San Diego", "state" : "California", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "32.7174202,-117.1627720" } ], "locationText" : "San Diego, California, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "technicalSkills" : "SQL", "professionalSkills" : [ "Financial modeling", "Budgeting", "Forecasting", "Sales enablement", "Profitability analysis", "Pipeline insights", "Data integrity", "Auditability" ], "hardSkillsList" : [ "Financial analysis", "Scenario analysis", "Variance analysis", "Trend analysis", "Commission calculation", "Incentive modeling" ], "hardSkills" : [ { "name" : "Financial analysis", "level" : "intermediate" }, { "name" : "Scenario analysis", "level" : "intermediate" }, { "name" : "Variance analysis", "level" : "intermediate" }, { "name" : "Trend analysis", "level" : "intermediate" }, { "name" : "Commission calculation", "level" : "intermediate" }, { "name" : "Incentive modeling", "level" : "intermediate" } ], "majorSkills" : "Financial planning, Sales support, Commission management", "majorSkillsList" : [ "Financial planning", "Sales support", "Commission management" ], "coreResponsibilities" : "Provide strategic financial guidance, Manage hospice Revenue budgets, Manage OPEX budgets, Support program expansions, Maintain financial models, Drive annual budgeting, Drive monthly forecasting, Drive long-range planning, Run scenario analyses, Evaluate financial impact, Oversee financial tracking, Oversee financial forecasting, Optimize labor hours, Optimize headcount planning, Track referral pipelines, Track conversion rates, Track account executive productivity, Analyze market trends, Analyze referral patterns, Analyze account profitability, Evaluate financial return, Maximize admissions growth, Oversee commission plans, Optimize commission calculation, Validate commission submission, Submit commission plans, Model incentive changes, Evaluate projected impact, Ensure compliance standards, Ensure data auditability, Lead variance analysis, Lead trend analysis, Present performance reports, Deliver accurate reports, Deliver timely reports, Deliver actionable reports", "teamCollaboration" : "Clinical directors; Regional vice presidents; Corporate leaders; Sales teams; Business development teams; HR; Payroll; Accounting", "domainKnowledge" : "Hospice regulations; Healthcare compliance; Medicare cap limitations; Sales incentive structures", "domainList" : [ "hospice-regulations", "healthcare-compliance", "medicare-cap-limitations", "sales-incentive-structures" ], "domainSpecificKnowledge" : [ "Hospice regulations", "Healthcare compliance", "Medicare cap limitations", "Sales incentive structures" ], "toolProficiency" : [ "Bloomberg Terminal", "Reuters Eikon", "FactSet" ], "communicationSkills" : "Executive presentations", "problemSolvingSkills" : "Root cause analysis; Troubleshooting", "outcomesObjectives" : "Maximize admissions growth efficiency", "qualificationsBasic" : "5+ years financial modeling, 5+ years budgeting, 5+ years forecasting, 5+ years long-range planning, 5+ years sales performance analytics, 5+ years territory profitability analysis, 5+ years incentive compensation, 5+ years commission plans", "qualificationsPreferred" : "Hospice finance experience preferred, Healthcare compliance experience preferred", "remoteFriendly" : false, "rawDescription" : "Mission Healthcare, located in seven states, is the largest home health and hospice company in the western United States. We have a critical mission—to take care of our people. We provide a comprehensive array of services that meet the needs of patients and families across the healthcare continuum. We believe our people, partners, patients and their families deserve care delivered with Compassion, Accountability, Respect, Excellence and Service (CARES), Mission Healthcare’s core values. By joining our team, you will have the opportunity to impact patient’s lives daily and grow your career in a culture of collaboration, compassion, and commitment. We are excited to continue to grow our mission family! Mission Healthcare offers competitive benefit packages designed to support the well‑being of our team. Benefits Available to All Benefit-Eligible Employees 401(k) retirement savings plan Mileage reimbursement Employee Assistance Program (EAP) Paid vacation, sick leave, and holidays Additional Benefits for Employees Regularly Scheduled 30+ Hours per Week: Medical, dental, and vision insurance Flexible Spending & Health Savings Accounts Disability, life, and AD&D insurance Pet insurance Pay range: $95k-$115k,depending on experience Schedule/Shift: Mon-Fri 8am-5pm Position Description The Senior Financial Analyst (Hospice Finance Business Partner, Commissions & Sales Support) serves as a critical strategic and operational finance leader embedded directly within the Hospice service line. This role is responsible for driving financial performance, budgeting, and corporate reporting for hospice operations, acting as a trusted advisor to clinical, regional, and business development leadership. This position functions as a premier finance partner to the sales and business development teams, providing proactive sales enablement, ROI evaluations on marketing initiatives, territory profitability analysis, and pipeline insights. Additionally, this role completely owns the end-to-end commission and incentive compensation lifecycles—ensuring that sales enablement strategies align perfectly with accurate payouts, growth metrics, data integrity, and healthcare compliance guidelines. Key Responsibilities Financial Planning, Operational Partnering & Hospice Metrics Hospice Operational Partnership: Partner with clinical directors, regional vice presidents, and corporate leaders to provide strategic financial guidance, manage hospice Revenue & OPEX budgets, and support program expansions. Budgeting & Forecasting: Own and maintain robust financial models to drive the annual budgeting, monthly forecasting, and long-range planning processes for hospice programs and branches. Hospice Metrics & Scenario Modeling: Run ad-hoc scenario analyses to evaluate the financial impact of changes in patient volumes, regulatory reimbursement models, Medicare cap limitations, and operational changes. Headcount & Labor Optimization: Oversee the financial tracking and forecasting of clinical and administrative personnel expenses, optimizing direct care labor hours and headcount planning in alignment with HR and payroll. Sales Enablement & Commercial Support Sales Performance Analytics: Provide dedicated financial support to the sales and business development teams, tracking referral pipelines, conversion rates, and account executive productivity to identify growth opportunities. Territory & Market Profitability: Analyze geographic market trends, provider referral patterns, and account-level profitability to guide sales leadership in territory planning and resource allocation. ROI & Growth Strategy: Evaluate the financial return on marketing spend, community outreach initiatives, and business development programs to maximize admissions growth efficiency. Incentive Compensation & Commission Ownership Commission Plan Management: Oversee and optimize the end-to-end calculation, validation, and submission of hospice admissions, sales, and clinical incentive/commission plans to accounting and payroll. Incentive Modeling & Impact: Model proposed changes to commission and sales incentive structures to evaluate their projected impact on admissions volume, rep retention, and total corporate spend. Compliance & Audit Support: Ensure all incentive and commission processes uphold strict regulatory compliance standards specific to healthcare and hospice regulations, ensuring complete transparency and data auditability. Reporting, Business Intelligence & Data Quality Variance & Trend Analysis: Lead the development, analysis, and presentation of monthly performance trends and variance reports (e.g., Actuals vs. Target admissions, revenue, and spend) for senior leadership. Executive Visibility & KPI Tracking: Deliver accurate, timely, and actionable financial and operational KPIs (such as Average Daily Census, Cost per Patient Day, and Admissions volumes) to drive strategic decision-making. Dashboards & Visualizations: Design and maintain dynamic dashboards using BI tools (e.g., Power BI, Tableau, Excel) to effectively communicate hospice financial health, sales pipeline data, and commission metrics. Data Integrity & Reconciliation: Lead efforts to reconcile CRM (sales/referral), billing, and financial system discrepancies through detailed analysis, driving collaboration with data owners to ensure data quality and consistency. Data Security: Uphold strict confidentiality and safeguard sensitive financial, commercial, and protected health information (PHI) in compliance with HIPAA guidelines See what Mission has to offer! Click Here. At Mission Healthcare, we believe in fostering an inclusive workplace where diversity is valued and every employee feels respected, accepted, and empowered. We are committed to building a diverse team and creating an environment that promotes equity and belonging. Equal Opportunity & Veteran‑Friendly Employer: We are proud to be an equal‑opportunity employer committed to building inclusive, compassionate healthcare teams. We do not discriminate based on race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, veteran status, or any other legally protected characteristic. All employment decisions are based on qualifications, merit, and business need. Veterans and military spouses are encouraged to apply. As a veteran‑friendly employer and proud participant in the We Honor Veterans Association, we recognize and value the leadership, teamwork, adaptability, and service‑driven experience military‑connected individuals bring to patient‑centered care and healthcare environments. Accessibility Commitment: We strive to make our hiring process accessible to all. If you require accommodations at any stage of the employment process due to a disability, please do not hesitate to let us know how we can best meet your needs. Inclusion Efforts: We continually work to enhance our practices by actively combating discrimination and advancing fairness and inclusivity. We encourage applicants from historically underrepresented groups to apply and join us in our mission to diversify our team and foster an environment where diverse perspectives are embraced, and every employee is given the opportunity to thrive. Your Voice Matters: Mission Healthcare values your voice. We believe in maintaining a dialogue about diversity and inclusion within our teams and welcome your perspectives and innovative ideas. Together, we aim to build a workplace that reflects the communities we serve and a culture where everyone belongs. Communication Consent: By submitting an application, you acknowledge and consent to receive communications—including emails, phone calls, and text messages—from Mission Healthcare and its recruiters regarding your application and potential employment opportunities. You may opt out of text messages at any time by responding with \"STOP\". Let Better Growth Come To You!", "summaryDescription" : "Sr. Financial Analyst at Mission Healthcare. Skills: Financial planning, Sales support, Commission management. Provide strategic financial guidance. Manage hospice Revenue budgets", "postedDate" : "2026-06-14T19:12:15.640", "createdAt" : "2026-06-14T19:12:15.640", "lastUpdated" : "2026-06-16T05:02:25.049", "ingestTimestamp" : "2026-06-14T19:12:15.640", "mongoId" : "6a2c7b8574d8ee00a094a034", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 95000, "salaryAnnualMax" : 115000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Financial analysis", "Scenario analysis", "Variance analysis", "Trend analysis", "Commission calculation", "Incentive modeling", "Financial planning", "Sales support", "Commission management", "Financial modeling", "Budgeting", "Forecasting", "Sales enablement", "Profitability analysis", "Pipeline insights", "Data integrity", "Auditability", "Hospice regulations", "Healthcare compliance", "Medicare cap limitations", "Sales incentive structures", "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "CAIA", "CFP", "ACCA", "ACA", "Bloomberg Terminal", "Reuters Eikon", "FactSet" ], "skillCount" : 34, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Senior", "dataQualityScore" : 1.0, "_score" : 296.03522, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Healthcare", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2cf90774d8ee00a0a98dce", "title" : "Financial Planner", "company" : "Range", "industry" : "Financial Planning", "salary" : { "min" : 115000.0, "max" : 165000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Financial Planner in New York City, adjusted for the FinTech industry and company size." }, "location" : "New York City", "locations" : [ "New York City" ], "certifications" : [ "Certified Financial Planner", "Certified Public Accountant", "Chartered Financial Analyst", "Enrolled Agent", "Equity Compensation Associate" ], "timestamp" : "2026-06-15T09:10:29.139", "fingerprint" : "fab3f8c2a0422f368adad86b7d7746bcf43e65b92e9c5d76861847d7694618fc", "source" : "ashby", "language" : "en", "applyUrl" : "https://jobs.ashbyhq.com/range/e030afcf-4516-4011-ad6c-5111925c942d/application", "externalId" : "e030afcf-4516-4011-ad6c-5111925c942d", "industryFunction" : { }, "structuredLocations" : [ { "city" : "New York City", "state" : "New York", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "40.7127281,-74.0060152" }, { "city" : "McLean", "state" : "Virginia", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "38.9366852,-77.1858430" }, { "city" : "Seattle", "state" : "Washington", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "47.6038321,-122.3300620" } ], "locationText" : "New York City, New York, United States; McLean, Virginia, United States; Seattle, Washington, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 4, "experienceMaxYears" : 8, "experienceLevel" : "Mid", "technicalSkills" : "Python, R, MATLAB, SQL, Bloomberg Terminal, Reuters Eikon, FactSet, Murex, Calypso", "professionalSkills" : [ "Wealth management", "Financial planning", "Investment planning", "Tax planning", "Estate planning", "Risk methodologies", "Quantitative skills" ], "hardSkillsList" : [ "Financial modeling", "Tax projections", "Investment strategies" ], "softSkillsList" : [ "Leadership", "Written communication" ], "hardSkills" : [ { "name" : "Financial modeling", "level" : "intermediate" }, { "name" : "Tax projections", "level" : "intermediate" }, { "name" : "Investment strategies", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Leadership" }, { "name" : "Written communication" } ], "majorSkills" : "Financial planning, Wealth management, Investment acumen", "majorSkillsList" : [ "Financial planning", "Wealth management", "Investment acumen" ], "coreResponsibilities" : "Advise members on financial goals, Build financial plans, Implement wealth strategies, Maintain understanding of financial planning, Maintain understanding of investments, Maintain understanding of tax planning, Share best practices, Assist product teams, Prioritize product plans, Create product roadmaps, Research investment strategies, Present investment strategies, Coordinate tax filing, Coordinate estate planning", "teamCollaboration" : "Collaborative team; Partner with product team", "projectManagementSkills" : [ "Roadmap planning" ], "domainKnowledge" : "WealthTech; Financial instruments; Regulatory frameworks; SOX; Basel III/IV; MiFID II; Dodd-Frank; FINRA; SEC; FCA; GDPR; AML/KYC; Equities; Fixed income; Derivatives; Options; Futures; Swaps; FX; Structured products; Private credit; VaR; CVaR; Stress testing; Monte Carlo; Factor models; Credit scoring", "domainList" : [ "wealthtech", "financial-instruments", "regulatory-frameworks", "sox", "basel-iii-iv", "mifid-ii", "dodd-frank", "finra", "sec", "fca", "gdpr", "aml-kyc", "equities", "fixed-income", "derivatives", "options", "futures", "swaps", "fx", "structured-products", "private-credit", "var", "cvar", "stress-testing", "monte-carlo", "factor-models", "credit-scoring" ], "domainSpecificKnowledge" : [ "WealthTech", "Financial instruments", "Regulatory frameworks", "SOX", "Basel III/IV", "MiFID II", "Dodd-Frank", "FINRA", "SEC", "FCA", "GDPR", "AML/KYC", "Equities", "Fixed income", "Derivatives", "Options", "Futures", "Swaps", "FX", "Structured products", "Private credit", "VaR", "CVaR", "Stress testing", "Monte Carlo", "Factor models", "Credit scoring" ], "toolProficiency" : [ "Financial services technology" ], "communicationSkills" : "Written communication", "specialRequirements" : "Willingness to relocate", "qualificationsBasic" : "4-8+ years experience, In depth tax planning, Building tax projections, Financial advice to consumers, Financial services technology", "qualificationsPreferred" : "Certified Financial Planner, Certified Public Accountant, Chartered Financial Analyst, Enrolled Agent, Equity Compensation Associate, Interest in tech space, Desire to change industry", "workSiteFlexibility" : "Onsite", "rawDescription" : "Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their financial outlook. From buying a house to retiring early or taking care of family — members can get answers to their questions anytime and feel confident that their money is working for them. Our team is full of all-stars who love to disrupt, collaborate, and build the next big thing in WealthTech. Join us as we make financial wellness accessible for millions more people! About the role We’re looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning. This individual will be responsible for crafting financial plans for members and continuing to support them through our asynchronous messaging platform. Members are not assigned to one planner, instead they get access to the whole team so that planners can collaborate and dive into their subject expertise based on the specific questions members are asking. But we’re looking for more than just a great advisor - you’ll be a key component of helping to reinvent the wealth management space through tech. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools. This role is based at Range's Headquarters in McLean, VA or one of our hubs in New York City, or Seattle. Employees hired for this position will work in office Monday-Friday. If you are not already located in one of these areas, your willingness to relocate will be a contingency for employment. What you’ll do with us - Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals - Build and implement iterative financial plans and wealth strategies - Maintain an in-depth understanding of financial planning, investments, and tax planning - Be an active part of a collaborative team and share best practices - Assist our engineering and product teams with prioritizing and creating product plans and roadmaps - Research and present investment strategies - Coordinate tax filing and estate planning What will set you apart - Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar - 4-8+ years experience in a client-facing financial services roles - Experience with in depth tax planning and building tax projections for clients - Significant experience in delivering financial advice directly to consumers - Exceptional investment acumen and knowledge of broader planning topics - Significant experience using financial services technology - Interest in or passion for the tech space, and a desire to change the industry - Strong organizational, leadership, and written communication skills - BS or BA in Finance, Accounting, or other related major preferred Benefits - Comprehensive health coverage: Medical, dental and vision - 401k plan - Technology allowance - Hybrid work environment opportunities available for select employees - PTO - Top of Market Pay - Paid parental leave - In-person team & company events Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.", "summaryDescription" : "Financial Planner at Range. Skills: Financial planning, Wealth management, Investment acumen. Advise members on financial goals. Build financial plans", "createdAt" : "2026-06-14T09:42:40.730", "lastUpdated" : "2026-06-15T09:10:29.139", "ingestTimestamp" : "2026-06-14T09:42:40.730", "mongoId" : "6a2cf90774d8ee00a0a98dce", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 115000, "salaryAnnualMax" : 165000, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ "Financial modeling", "Tax projections", "Investment strategies", "Leadership", "Written communication", "Financial planning", "Wealth management", "Investment acumen", "Investment planning", "Tax planning", "Estate planning", "Risk methodologies", "Quantitative skills", "Roadmap planning", "WealthTech", "Financial instruments", "Regulatory frameworks", "SOX", "Basel III/IV", "MiFID II", "Dodd-Frank", "FINRA", "SEC", "FCA", "GDPR", "AML/KYC", "Equities", "Fixed income", "Derivatives", "Options", "Futures", "Swaps", "FX", "Structured products", "Private credit", "VaR", "CVaR", "Stress testing", "Monte Carlo", "Factor models", "Credit scoring", "Certified Financial Planner", "Certified Public Accountant", "Chartered Financial Analyst", "Enrolled Agent", "Equity Compensation Associate", "Financial services technology" ], "skillCount" : 47, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 0.8888889, "_score" : 294.36926, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "FinTech", "llmIndustryConfidence" : 0.97 }, { "id" : "6a307b04f292fd229c042c4d", "title" : "Financial Analyst, OCSE", "company" : "OC Sports & Entertainment", "industry" : "FinTech", "salary" : { "min" : 90000.0, "max" : 90000.0, "currency" : "USD", "frequency" : "yearly" }, "location" : "Anaheim", "locations" : [ "Anaheim", "United States of America" ], "certifications" : [ "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "CAIA" ], "timestamp" : "2026-06-16T13:19:11.383", "fingerprint" : "51719ef3fd9fd74d7e8154332cbedb3c664a5702354bbfd8f067b931e6a9109d", "source" : "workday", "language" : "en", "applyUrl" : "https://anaheimducks.wd5.myworkdayjobs.com/AllCo/job/Anaheim/Financial-Analyst--OCSE_R-2026-255-1", "externalId" : "R-2026-255", "industryFunction" : { }, "locationPoint" : "33.83529,-117.9145", "structuredLocations" : [ { "city" : "Anaheim", "state" : "California", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "33.8347516,-117.9117320" } ], "locationText" : "Anaheim, California, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's Degree", "experienceMinYears" : 3, "technicalSkills" : "Python, R, MATLAB, SQL, Bloomberg Terminal, Reuters Eikon, FactSet", "professionalSkills" : [ "Financial modeling", "Risk management", "Quantitative analysis", "Investment analysis", "Portfolio management", "Trading strategies", "Valuation", "Forecasting", "Budgeting", "Financial reporting", "Data analysis" ], "hardSkillsList" : [ "Financial analysis", "Statistical modeling", "Data visualization", "Market research", "Economic analysis" ], "hardSkills" : [ { "name" : "Financial analysis", "level" : "intermediate" }, { "name" : "Statistical modeling", "level" : "intermediate" }, { "name" : "Data visualization", "level" : "intermediate" }, { "name" : "Market research", "level" : "intermediate" }, { "name" : "Economic analysis", "level" : "intermediate" } ], "majorSkills" : "Financial analysis, Quantitative modeling, Risk management", "majorSkillsList" : [ "Financial analysis", "Quantitative modeling", "Risk management" ], "coreResponsibilities" : "Develop financial models, Analyze financial data, Prepare financial reports, Conduct market research, Monitor investment portfolios, Assess financial risks, Support investment decisions, Collaborate with investment teams, Present findings to management", "teamCollaboration" : "Investment teams; Management", "domainKnowledge" : "Financial instruments; Equities; Fixed income; Derivatives; FX; Structured products; Private credit; Risk methodologies; VaR; CVaR; Stress testing; Monte Carlo; Factor models; Credit scoring; Regulatory frameworks; SOX; Basel III; MiFID II; Dodd-Frank; FINRA; SEC; FCA; GDPR; AML/KYC", "domainList" : [ "financial-instruments", "equities", "fixed-income", "derivatives", "fx", "structured-products", "private-credit", "risk-methodologies", "var", "cvar", "stress-testing", "monte-carlo", "factor-models", "credit-scoring", "regulatory-frameworks", "sox", "basel-iii", "mifid-ii", "dodd-frank", "finra", "sec", "fca", "gdpr", "aml-kyc" ], "domainSpecificKnowledge" : [ "Financial instruments", "Equities", "Fixed income", "Derivatives", "FX", "Structured products", "Private credit", "Risk methodologies", "VaR", "CVaR", "Stress testing", "Monte Carlo", "Factor models", "Credit scoring", "Regulatory frameworks", "SOX", "Basel III", "MiFID II", "Dodd-Frank", "FINRA", "SEC", "FCA", "GDPR", "AML/KYC" ], "toolProficiency" : [ "Bloomberg Terminal", "Reuters Eikon", "FactSet", "SQL" ], "communicationSkills" : "Present findings", "problemSolvingSkills" : "Analytical skills", "qualificationsBasic" : "3+ years experience, Bachelor's Degree", "qualificationsPreferred" : "CFA charterholder preferred, FRM certification preferred, Master's degree preferred, MBA preferred, Series 7 license preferred, Series 63 license preferred, Series 65 license preferred, Bloomberg Terminal proficiency preferred, Reuters Eikon proficiency preferred, FactSet proficiency preferred", "remoteFriendly" : false, "workSiteFlexibility" : "Flexible", "rawDescription" : "# _A great experience starts with you!_ Join our team to help create and develop the future of live entertainment and sports in Orange County! Once you've had a chance to explore our current open positions, apply to the ones you feel best suit you, as an applicant, you can always see your application status in your profile. **Mission:** To enrich the lives in our community through shared experiences, welcoming spaces, and responsible actions. **Vision:** We will be the social and entertainment center of Orange County – a place where the cultural kaleidoscope of the region converges and connects. Our vibrant, rich collection of experiences will celebrate the diversity of our community. **Values:** Be Safe | Do the Right Thing | Be Generous | Include Everyone | Make it Easy | Be Bold ## Job Title: Financial Analyst, OCSE **Pay Details:** The annual base salary range for this position in California is $90,000 to $125,000 per year. The starting pay for the successful candidate depends on various job-related factors, including but not limited to the candidate’s geographic location, job-related knowledge, skills, experience, education/training, internal value, peer equity, external market demands, and organizational considerations. The Financial Analyst is responsible for assisting in a wide range of FP&A activities and data-driven analytics that support OC Sports & Entertainment. This position will play a significant role in the timely delivery and presentation of the annual budget, rolling forecasts, and monthly reporting and variance analysis. The ideal candidate is analytical, detail-oriented, and comfortable working in a fast-paced environment. **_Responsibilities_** * Create, manage, and maintain complex financial planning models to support the annual budget, rolling forecasts, and long-term planning * Analyze actual results against budget and forecast, research variances, and communicate findings * Prepare monthly financial reporting packages for leadership and business operators * Collaborate with leadership and operators to align financial plans with operational goals * Work with large data sets to answer critical questions and provide insights through key performance indicators * Engage in ad hoc analysis to support business decision-making and strategic planning * Assist in storytelling by preparing presentations and dashboards in support of executive meetings, monthly and quarterly business reviews, and various strategic and analytics projects * Drive process improvements and automation of financial reporting * Perform other duties as assigned ** _Qualifications_** * Bachelor’s degree required * 3+ years of finance or accounting experience required * Excellent communication skills, both written and verbal * Proficient with Microsoft Office Suite, particularly Excel, including pivot tables and VLOOKUP functions; experience with Power BI strongly preferred * Proven record of discreetly handling sensitive and proprietary information * Excellent time management and organizational skills * Customer service mindset when supporting internal needs and communicating with external parties * Able to work effectively under pressure, balance multiple priorities and assignments, learn independently, and work toward deadlines * Able to manipulate large quantities of data to build financial models and reporting packages ** _Knowledge, Skills, and Experience_** **Education -** Bachelor's Degree **Experience Required –** 3+ Years This position is on-site. Company: OC Sports & Entertainment, LLC **Our Commitment:** _We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and team members without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, medical condition or any protected category prohibited by local, state or federal laws. We are firm believers that diversity and inclusion among our team members are critical to our success, and we seek to recruit, develop, and retain the most talented people from a diverse candidate pool._ _Thanks for your interest in becoming part of OCVIBE!_", "summaryDescription" : "Financial Analyst, OCSE at OC Sports & Entertainment. Skills: Financial analysis, Quantitative modeling, Risk management. Develop financial models. Analyze financial data", "postedDate" : "2026-06-16T04:06:08.902", "createdAt" : "2026-06-16T04:06:08.857", "lastUpdated" : "2026-06-16T13:19:11.383", "ingestTimestamp" : "2026-06-16T04:06:08.857", "mongoId" : "6a307b04f292fd229c042c4d", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://anaheimducks.wd5.myworkdayjobs.com/AllCo/job/Anaheim/Financial-Analyst--OCSE_R-2026-255-1", "salaryAnnualMin" : 90000, "salaryAnnualMax" : 90000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Financial analysis", "Statistical modeling", "Data visualization", "Market research", "Economic analysis", "Quantitative modeling", "Risk management", "Financial modeling", "Quantitative analysis", "Investment analysis", "Portfolio management", "Trading strategies", "Valuation", "Forecasting", "Budgeting", "Financial reporting", "Data analysis", "Financial instruments", "Equities", "Fixed income", "Derivatives", "FX", "Structured products", "Private credit", "Risk methodologies", "VaR", "CVaR", "Stress testing", "Monte Carlo", "Factor models", "Credit scoring", "Regulatory frameworks", "SOX", "Basel III", "MiFID II", "Dodd-Frank", "FINRA", "SEC", "FCA", "GDPR", "AML/KYC", "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "CAIA", "Bloomberg Terminal", "Reuters Eikon", "FactSet", "SQL" ], "skillCount" : 52, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "mid", "dataQualityScore" : 0.8888889, "_score" : 293.3384, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Sports & Fitness", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2cd12574d8ee00a0a31b2e", "title" : "Senior Financial Analyst", "company" : "HDR", "industry" : "Healthcare", "salary" : { "min" : 95000.0, "max" : 135000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for Senior Financial Analyst in Omaha, adjusted for industry and company size." }, "location" : "United States-Nebraska-Omaha", "locations" : [ "United States-Nebraska-Omaha" ], "timestamp" : "2026-06-16T02:31:00.391", "fingerprint" : "cd69773a7e5fc56871c7083e3f5b3475a9bca0fb24df717fd57cb78f5d07db21", "source" : "taleo", "language" : "en", "applyUrl" : "https://hdr.taleo.net/careersection/ex/jobdetail.ftl?job=784077", "externalId" : "784077", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Omaha", "state" : "Nebraska", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "41.2587459,-95.9383758" } ], "locationText" : "Omaha, Nebraska, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "technicalSkills" : "Excel, Power BI, SQL, AI", "professionalSkills" : [ "Financial analysis", "Variance analysis", "Forecasting", "Budgeting", "Dashboard development", "Management reporting", "Process improvements", "Data validation", "Financial presentations" ], "hardSkillsList" : [ "Financial modeling", "Quantitative analysis", "Data analysis" ], "softSkillsList" : [ "Critical thinking", "Problem-solving" ], "hardSkills" : [ { "name" : "Financial modeling", "level" : "intermediate" }, { "name" : "Quantitative analysis", "level" : "intermediate" }, { "name" : "Data analysis", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Critical thinking" }, { "name" : "Problem-solving" } ], "majorSkills" : "Financial Planning, FP&A, Management Reporting", "majorSkillsList" : [ "Financial Planning", "FP&A", "Management Reporting" ], "coreResponsibilities" : "Partner with executives on annual planning, Partner with executives on monthly forecasting, Partner with executives on variance analysis, Partner with executives on dashboard development, Manage corporate reporting, Manage operations management reporting, Support enterprise annual budgeting, Prepare financial presentations for executives, Prepare financial presentations for Board of Directors, Lead budgeting for corporate business partners, Lead monthly reporting for corporate business partners, Lead variance analysis for corporate business partners, Lead monthly forecasting for corporate business partners, Assist leaders in understanding financial story, Establish key performance indicators, Develop dashboard visualizations, Develop reporting for KPIs, Lead executive company-level monthly management reporting, Create intuitive visualizations, Create dashboards for insights, Contribute to Board of Director material preparation, Contribute to Executive Leadership presentations, Collaborate with Finance teams, Collaborate with Accounting teams, Collaborate with Enterprise Data Operations, Collaborate with Hyperion teams, Collaborate with Operations teams, Perform research for variance analysis, Support data transformation processes, Support system transformation processes, Provide insight on financial metrics, Provide insight on operational metrics, Seek process efficiencies, Seek reporting improvements, Automate reporting processes, Provide accurate financial reporting, Provide timely financial reporting, Document processes, Document reporting, Define key metrics, Complete special projects", "teamCollaboration" : "Corporate business partners; Executive Leadership team; Finance teams; Accounting teams; Enterprise Data Operations; Hyperion teams; Operations teams", "domainKnowledge" : "Financial Planning and Analysis; Corporate Finance; Operations Management", "domainList" : [ "financial-planning-and-analysis", "corporate-finance", "operations-management" ], "domainSpecificKnowledge" : [ "Financial Planning and Analysis", "Corporate Finance", "Operations Management" ], "toolProficiency" : [ "Microsoft Excel", "Power BI", "Oracle E-Business Suite", "Snowflake", "SQL", "Co-pilot", "Microsoft Power Automate", "Hyperion Cloud" ], "communicationSkills" : "Financial presentations; Executive reporting; Board reporting; Present financial information", "documentationSkills" : "Document processes; Document reporting", "problemSolvingSkills" : "Critical thinking; Problem-solving; Process improvement; Seeking efficiencies", "qualificationsBasic" : "5+ years finance/accounting experience, Bachelor's degree Finance/Accounting/Business analytics/economics", "qualificationsPreferred" : "5+ years of experience in a large organization, Advanced skills in Microsoft Excel, Power BI dashboard creation, Experience with Oracle’s E-Business Suite, Snowflake data platform experience, SQL based data platform experience, Co-pilot experience, Microsoft Power Automate experience, Hyperion Cloud applications experience", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "At HDR, our employee-owners are fully engaged in creating a welcoming environment where each of us is valued and respected, a place where everyone is empowered to bring their authentic selves and novel ideas to work every day. As we foster a culture of inclusion throughout our company and within our communities, we constantly ask ourselves: What is our impact on the world? Watch Our Story: ' https://www.hdrinc.com/our-story' Each and every role throughout our organization makes a difference in our ability to change the world for the better. Read further to learn how you could help make great things possible not only in your community, but around the world. As a Financial Planning and Analysis Senior Financial Analyst, you will be the strategic business partner to various Corporate Executives supporting annual planning, monthly forecasting, variance analysis, and dashboard development of their department key performance indicators. You will also be responsible for corporate and operations management reporting and enterprise annual budgeting support. This role also prepares financial/key metrics presentations for executive leaders and Board of Director meetings. This position will report to the Manager, Financial Planning and Analysis. In the role of Senior Financial Analyst, we'll count on you to: Lead for corporate business partners regarding budgeting, monthly reporting, variance analysis, monthly forecasting, and assisting leaders to understand the financial “story\" Lead for establishing key performance indicators in partnership with the corporate business partners and developing dashboard visualizations and reporting. Lead for executive company-level monthly management reporting for operations and corporate overhead. Communicates with Executive stakeholders on a regular, ongoing basis.Create intuitive visualizations and dashboards to provide insights to the Executive Leadership team and Corporate business partners. Key contributor for various reporting to support Board of Director material preparation as well as Executive Leadership presentations Collaborate with members of Finance, Accounting, Enterprise Data Operations, Hyperion, and Operations teams for process improvements, appropriate analyses, data validation and solutions for management reporting Performs research and analysis to support variance analysis for corporate/operations Ability to communicate Financials to non-financial business partners Support various data and system transformation processes Provide insight and analysis on complex financial and operational metrics. Constantly seeking process efficiencies and improvements to automate reporting processes through AI enablement Provide our business partners accurate and timely financial reporting Document processes, reporting and define key metrics Special projects as assigned by supervisor, Financial Planning and Analysis Director, Chief Financial Officer and/or others Preferred Qualifications 5+ years of experience in a large organization serving in a finance or accounting role. Bachelor’s degree in Finance, Accounting, Business analytics, mathematics, economics, or applicable field. Strong written and verbal communication skills are critical as this role will interact directly with senior executives and all levels of management in operations, corporate and finance & accounting. Must demonstrate critical thinking and problem-solving skills. Ideal candidate is highly organized and detailed oriented, shows initiative and curiosity, questions the status. quo and is always seeking process improvement and efficiencies in reporting. Desire and willingness to dig into the details. Attention to details is critical to deliver timely, quality and accurate management reporting. Advanced skills in Microsoft Excel, and Power BI dashboard creation. Self-starter and curiosity to seek innovative solutions and implement advance analytics using AI tools Organization of Data; Must be able to present financial information to finance and non-financial users in a succinct and easily understandable manner. This individual must excel at “telling the story” of the financials. Experience with Oracle’s E-Business Suite, Snowflake data platform or other SQL based data platform , Co-pilot, Microsoft Power Automate, Hyperion Cloud applications, is a plus.", "summaryDescription" : "Senior Financial Analyst at HDR. Skills: Financial Planning, FP&A, Management Reporting. Partner with executives on annual planning. Partner with executives on monthly forecasting", "createdAt" : "2026-06-14T20:44:57.928", "lastUpdated" : "2026-06-16T02:31:00.391", "ingestTimestamp" : "2026-06-14T20:44:57.928", "mongoId" : "6a2cd12574d8ee00a0a31b2e", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 95000, "salaryAnnualMax" : 135000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Financial modeling", "Quantitative analysis", "Data analysis", "Critical thinking", "Problem-solving", "Financial Planning", "FP&A", "Management Reporting", "Financial analysis", "Variance analysis", "Forecasting", "Budgeting", "Dashboard development", "Management reporting", "Process improvements", "Data validation", "Financial presentations", "Financial Planning and Analysis", "Corporate Finance", "Operations Management", "Microsoft Excel", "Power BI", "Oracle E-Business Suite", "Snowflake", "SQL", "Co-pilot", "Microsoft Power Automate", "Hyperion Cloud" ], "skillCount" : 28, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Senior", "dataQualityScore" : 0.8888889, "_score" : 292.51465, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Engineering", "llmIndustryConfidence" : 0.98 } ], "status" : 200, "message" : "OK", "pagination" : { "page" : 0, "limit" : 50, "totalCount" : 21631, "totalPages" : 433, "hasNext" : true, "hasPrevious" : false } }

Financial Planning Designation Pfp Or Cfp Or Qafp Jobs in London

Senior Financial Planning Administrator

Financial Planning Specialist (Aftersales Parts)

Consultant Financial Planning & Analysis

Director, Financial Planning & Analysis

VP, Financial Planning & Analysis

Technical Manager, Financial Planning and Analysis (FP&A)

Director or Associate Director, EU Financial Services (Public Policy)

VP, Financial Planning & Analysis

Financial Planning & Analysis Specialist

Junior Financial Planning Analyst (FP&A)

Senior Financial Planning Analyst

Senior Consultant – Financial Planning and Analysis

Consultant, Financial Planning & Analysis - RVs & Portfolio

Manager, Financial Planning & Analysis & Business Intelligence

Sr Financial Analyst

Consultant, Financial Planning & Analysis - RVs & Portfolio

Financial Planning & Analysis Manager - Go To Market

Sr. Financial Planning & Analysis Analyst

Financial Advisor - CFA or CFP

Financial Controller

Financial Counsellor

Financial Analyst

Financial Planner

Financial Controller

Vegetation Specialist or II

Personal Banker or II

Transportation Engineer or II - Design

Financial Analyst

Senior Financial Analyst

Financial Analyst

Compliance Officer - Financial Services, Germany (part-time; remote or in Munich)

Senior Financial Planner

Senior Financial Planner

Financial Analyst

Financial Analyst

Financial Analyst

Director of Financial Planning & Analysis

Director of Financial Planning & Analysis

Financial Analyst

Financial Accountant

Financial Analyst

Financial Planning and Analysis (FP&A) Analyst (Experienced or Senior)

Senior Financial Planner

Manager of Financial Planning & Analysis (FP&A)

Financial Planner

Personal Banker or II (DOE)

Sr. Financial Analyst

Financial Planner

Financial Analyst, OCSE

Senior Financial Analyst

Common Questions