financial planning advisor

JPMorganChase

<div>JOB DESCRIPTION 
<div>
<div>At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
</div><div> 
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. 
</div><div></div> 
<div>Job responsibilities
</div><div><ul><li>Champion and support your teammates&rsquo; success and the goals of the bank, while fostering a culture of diversity</li>
<li>Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management</li>
<li>Demonstrate a deep understanding of financial markets and sound business judgement</li>
<li>Exhibit unwavering integrity that points toward doing right by clients at every opportunity</li>
<li>Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments</li>
<li>Provide a holistic view of clients&rsquo; needs and financial coaching beyond investments</li>
<li>Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want</li>
</ul></div><div>Required qualifications, capabilities, and skills
</div><div><ul><li>At least 2 years in a Financial Advisor role or equivalent financial services experience</li>
<li>Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners</li>
<li>Demonstrated ability and commitment to goals-based planning and advice</li>
<li>A valid and active Series 7</li>
<li>A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
</li><li>A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment</li>
</ul></div><div>Preferred qualifications, capabilities, and skills
</div><div><ul><li>Certified Financial Planning (CFP&reg;) certification is preferred</li>
<li>Bachelor&rsquo;s degree preferred</li> 
</ul></div><div></div> 
<div>INVESTMENT AND INSURANCE PRODUCTS ARE:
</div><div> 
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
</div><div> 
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.
</div></div>ABOUT US 
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.</div>

J.P. Morgan Wealth Management – Private Client Advisor - Uniontown, Ohio

SignalPoint Asset Management

Job Title: Associate Financial PlannerLocation: Springfield, MOJob Type: Full-TimeAbout UsAt SignalPoint, we are dedicated to helping individuals and families across the Ozarks achieve their long-term financial goals. Located in Springfield, Missouri, we pride ourselves on delivering comprehensive, fiduciary wealth management with a deeply personalized touch. We believe that financial planning is about more than just numbers; it&rsquo;s about building lasting relationships and actively investing in the community we call home.Position OverviewWe are seeking a highly motivated and relationship-driven Associate Financial Planner to join our growing team. In this dynamic role, you will be the connective tissue between our lead advisors, our clients, and the Springfield community. You will assist in the development of financial plans, provide white-glove service to our existing clientele, and act as a brand ambassador to expand our firm's local footprint.This is an ideal opportunity for an emerging financial professional who is on the path to becoming a CFP&reg; and wants to build a career balancing finance with high-impact human connection.Key Responsibilities1. Financial Planning &amp; AnalysisCollaborate with Lead Advisors to gather client data, analyze financial situations, and co-develop comprehensive financial plans.Utilize financial planning software (RightCapital) to build out retirement projections, tax strategies, and estate planning models.Assist in portfolio research, investment analysis, and the preparation of asset allocation proposals.Prepare detailed meeting agendas, financial plan updates, and post-meeting action plans for client reviews.2. Client Service &amp; Relationship ManagementServe as a primary point of contact for client inquiries, ensuring prompt, empathetic, and accurate resolutions to their requests.Manage the client onboarding process, ensuring new clients experience a seamless transition to our firm.Maintain and update client records and workflows in our CRM to ensure accurate tracking of client milestones and communications.Anticipate client needs by monitoring account activity, RMDs (Required Minimum Distributions), and cash flow requirements.3. Community Engagement &amp; OutreachRepresent SignalPoint at local networking events, such as the Springfield Area Chamber of Commerce meetings, local rotary clubs, and young professional groups (e.g., The Network).Assist in planning, coordinating, and executing client appreciation events and educational seminars in the Springfield area.Identify and cultivate partnerships with local nonprofits and charities that align with the firm&rsquo;s community values.Contribute ideas for local marketing initiatives and community-focused social media content.QualificationsEducation: Bachelor&rsquo;s degree required, preferably in Finance, Personal Financial Planning, Business, or Economics.Licensing/Certifications: Series 65 (or 7 and 66) active, or the ability to obtain within the first 90 days of employment.Skills:Exceptional interpersonal and communication skills (both written and verbal).High attention to detail and strong organizational capabilities.Proficiency with Google Workspace; experience with industry CRM and financial planning software is a major plus.Local Connection: A strong desire to live, work, and build a long-term network in Springfield, MO, and the broader Southwest Missouri region.What We OfferCompetitive base salary commensurate with experience, plus performance-based bonus opportunities.Comprehensive benefits package including health, dental, and vision insurance.Retirement plan with an employer match.Generous Paid Time Off (PTO) and paid holidays.Financial support and dedicated study time for the CFP&reg; exam and other relevant industry designations.A collaborative, mentorship-focused culture designed to help you grow into a Lead Advisor role.Pay: $50,000.00 - $60,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Financial planning services</li><li>Health insurance</li><li>Professional development assistance</li><li>Retirement plan</li></ul>Work Location: In person

Associate Financial Planner

Shaikh Mohd Saeed Group

The Job Holder is responsible for providing strategic financial guidance, preparing long-term financial plans, analyzing financial data, and supporting management in achieving business goals. The role ensures effective financial management, budgeting, forecasting, and risk assessment to strengthen the organization&rsquo;s financial stability and performance.&middot; Financial Planning &amp; Budgeting: Prepare the company&rsquo;s annual budget by coordinating with all departments to gather input, assess financial needs, and align budget targets with organizational goals.&middot; Develop multi-year financial plans that reflect projected revenue, expenses, capital requirements, and growth strategies.<ul><li>Continuously monitor the budget throughout the year, evaluate performance against approved targets, and recommend corrective measures where deviations occur.</li></ul>&middot; Financial Forecasting &amp; Analysis: Prepare accurate monthly and quarterly financial forecasts based on market conditions, business performance, and operational changes.&middot; Conduct scenario and sensitivity analyses to understand the financial impact of different business strategies, risks, and opportunities.&middot; Cost Control &amp; Profitability Analysis: Analyze cost structures and identify areas where expenses can be optimized without compromising operational efficiency.&middot; Evaluate product/service margins, customer profitability, and departmental cost allocations to support pricing and resource allocation decisions.&middot; Recommend cost-saving initiatives and track the financial impact of approved measures.&middot; Cash Flow Planning &amp; Liquidity Management: Prepare daily, weekly, and monthly cash flow statements to ensure the business maintains adequate liquidity to meet operational and financial obligations.&middot; Monitor inflows and outflows, identify cash flow gaps, and propose strategies such as payment scheduling, credit control, and financing options to optimize cash levels.&middot; Work closely with the finance team to plan short-term investments or borrowing needs.&middot; Financial Reporting &amp; Performance Monitoring: Prepare accurate and timely financial reports cash flow, and variance analysis and provide to the finance manager for review.&middot; Analyze monthly financial results to highlight key trends, deviations from budget, and areas requiring attention.&middot; Present financial insights and recommendations to the Finance Manager for review.&middot; Bank Transfers &amp; Payment Processing: Responsible for preparing and processing bank transfers, supplier payments, staff payments, and other financial transactions.&middot; Ensure all bank transfers follow internal approval protocols and are recorded accurately.&middot; Verify bank details, payment documentation, and reconcile payments with statements.&middot; Coordinate with banks for transaction queries, payment follow-ups, and related issues&middot; Business Advisory &amp; Strategic Support: Act as a financial advisor to department heads by helping him in preparing financial plan budgets.&middot; Evaluate the financial feasibility of new projects, business proposals, investments, and strategic initiatives.&middot; Financial Modeling &amp; Decision Support Tools: Develop detailed financial models to forecast revenue, expenses, profitability, investment returns, and other financial metrics.&middot; Regularly update models to incorporate new business assumptions, risks, and opportunities.&middot; Compliance, Audit, and Policy Adherence: Ensure all financial activities comply with organizational policies, accounting standards, and regulatory requirements.&middot; Coordinate with designers, photographers, and copywriters for timely content delivery.&middot; Performance Tracking &amp; Reporting: Prepare monthly marketing performance reports and share key insights with the management team.&middot; Prepare supporting documents, schedules, and reconciliations required for internal and external audits.&middot; Assist in addressing audit findings and implementing process improvements recommended by auditors in coordination with the Finance Manager.&middot; Process Improvement: Identify weaknesses in financial processes and recommend improvements to enhance efficiency, accuracy, and reporting speed.&middot; Promote best practices in financial planning, reporting, and analysis across the organization.&middot; Ad hoc Duty: perform other day-to-day activities as assigned by the Finance ManagerEducation:&middot; Master /bachelor&rsquo;s degree in Finance or CAProfessional certification preferred: CFA, ACCA, CPA, CMA.Experience :&middot; Minimum 2&ndash;3 years&rsquo; experience in financial planning, financial analysis, or similar roles.&middot; Strong experience in budgeting, forecasting, and financial modeling.Experience in bank transfers, payment processing, and treasury operations is mandatory.&middot; Knowledge of banking procedures and secure payment processing.Pay: AED4,000.00 - AED4,500.00 per monthWork Location: In person

Financial Planner

CORDA Investment Management

<div>Company Overview
CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families. We bring together investment management, financial planning, and tax strategy in one integrated, proactive approach.
Registered with the SEC under the Investment Advisers Act of 1940, CORDA upholds the highest standards of integrity and fiduciary responsibility.
At CORDA, our team shares a common purpose: helping clients navigate complexity, build confidence in their financial future, and leave a meaningful legacy. We are a close-knit, collaborative team. We support each other and welcome new ideas, while staying focused on the clients we serve. If our work resonates with you, we&rsquo;d love to connect!
Financial Planner
We are seeking an experienced Financial Planner to lead client engagement throughout the financial planning process. In this role, you will guide new clients from onboarding through plan development and provide ongoing planning as their needs evolve over time. This is a client-facing position focused on building long-term relationships and delivering thoughtful, personalized advice.
The ideal candidate brings a comprehensive understanding of financial planning, including tax considerations, investments, insurance such as life, disability, long-term care, and property and casualty, as well as cash flow and private investments or real estate. Experience working with clients approaching or in retirement is essential.
This role is well suited for someone who is self-driven, intellectually curious, and committed to delivering a high level of care. You take ownership of the client experience, proactively identify opportunities to add value, and approach planning with both technical expertise and empathy. You are a strong problem solver who listens carefully, understands each client&rsquo;s unique situation, and helps guide them at a pace aligned with their goals and expectations.
Location (Hybrid, 3 days in office): Austin
Position Type: Full-Time
Essential Duties &amp; Responsibilities
&bull;Partner with the planning team to analyze client situations, conduct research, and develop and implement financial planning recommendations &bull;Collaborate with clients&rsquo; external advisors, including attorneys, CPAs, and other professionals, to ensure coordinated planning strategies
<ul><li>Deliver financial advice to clients with confidence and clarity through virtual and phone meetings, demonstrating strong verbal and non-verbal communication skills
</li><li>Act as an accountability partner to advisors, helping ensure client plans are executed and goals are tracked over time
</li><li>Provide insights on industry trends, best practices, and opportunities to enhance the firm&rsquo;s planning capabilities and service offerings
</li><li>Maintain the highest standards of ethics, professionalism, and client confidentiality
</li><li>Prepare, coordinate, and follow through on client communications for both prospective and existing clients
</li><li>Contribute to the development and improvement of internal processes, workflows, and client-facing materials
</li><li>Maintain accurate and up-to-date client records and activity tracking within Salesforce
</li></ul>Education &amp; Experience
<ul><li>Bachelor&rsquo;s degree required (preferred fields: Business, Accounting, Finance, Economics)
</li><li>5+ years of experience in financial services, including 3+ years developing and presenting comprehensive financial plans
</li><li>CFP, RICP, or equivalent designation (or progress toward certification)
</li><li>Strong foundation in personal financial planning, including wealth management, risk management, and retirement income strategies
</li><li>Experience working with pre-retirees and retirees; exposure to multi-generational planning is a plus
</li><li>Experience with financial planning tools such as eMoney or MoneyGuidePro
</li><li>Familiarity with CRM and advisor technology platforms (e.g., Salesforce)
</li><li>Experience with tools such as FP Alpha or SSAnalyzer is a plus
</li><li>Experience working with custodians such as Charles Schwab preferred
</li><li>Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word)</li></ul>
This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice.</div>

<div>
 
 
 Financial Planning Analyst
 
 
 
 
 
 
 
 Work Schedule:
 
 Full-time
 
 
 
 Employment Type:
 
 Permanent / Direct-Hire
 
 
 
 Job Location Type:
 
 Onsite
 
 
 
 
 
 The Financial Planning Analyst will join an award-winning San Francisco Bay Area organization in a role that offers real ownership and growth. If you&rsquo;re someone who&rsquo;d energized by fast, thoughtful decisions, high standards, and turning numbers into clear next steps, this role will certainly keep you engaged. This is a great fit for someone coming from public accounting, consulting, transaction advisory, banking, or corporate finance who wants to apply modeling skills inside an operating business.
 
 
 
 
 
 The Financial Planning Analyst will support a broad range of financial planning and analysis activities inside a multi-site, consumer-facing organization that blends service, experience, and recurring revenue, with expansion initiatives that create interesting analytical work. Reporting to the Director of Finance, you will collaborate closely with senior finance leaders across the organization, as well as cross functional budget and operational managers. This means real, impactful influence on decision making through insight and storytelling.
 
 
 
 
 
 This Financial Planning Analyst will work in one of the country&rsquo;s most dynamic regions, where career opportunity and lifestyle are both real advantages. Weekends can mean beaches, trails, iconic parks, and quick trips to wine country or mountain towns, and weeknights still have great food, live music, and pro sports. The area offers top universities, a deep talent market, and a strong economy that rewards ambitious builders, which makes a career path in industry finance especially compelling.
 
 
 
 
 
 
 Primary Responsibilities:
 
 
 
 The Financial Planning Analyst will be the person who turns data into decisions, connecting operational drivers to financial outcomes through strong FP&amp;A fundamentals and sharp communication.
 
 <ul>
 <li>
 Build and refine forecasting and budgeting models that connect key drivers to performance outcomes
 </li>
 <li>
 Own variance analysis and deliver clear, executive-ready narratives on what changed, why, and what to do next
 </li>
 <li>
 Create scenario models and sensitivity analyses to support growth initiatives, investment decisions, and performance improvement
 </li>
 <li>
 Develop KPI dashboards and recurring reporting packages that help leaders manage the business in real time
 </li>
 <li>
 Partner with Accounting to align actuals, strengthen data quality, and improve reporting accuracy
 </li>
 <li>
 Support strategic projects, including transaction-adjacent analysis and post-initiative tracking to measure results
 </li>
 <li>
 Improve planning processes through automation, documentation, and continuous workflow enhancements
 </li>
 <li>
 Collaborate with budget owners to strengthen financial discipline, assumption quality, and decision-making cadence
 </li>
 <li>
 Contribute to team development by sharing best practices, mentoring where needed, and raising analytical standards
 </li>
 </ul>
 
 
 
 
 
 Preferred Experience and Qualifications:
 
 
 
 A strong Financial Planning Analyst here combines technical modeling ability with business partnering confidence, and enjoys solving open-ended problems with imperfect data.
 
 <ul>
 <li>
 2+ years of experience in analytical finance, FP&amp;A, corporate finance, transaction advisory, consulting, investment banking, or valuation work
 </li>
 <li>
 Advanced Excel proficiency with comfort building models from scratch and stress-testing assumptions
 </li>
 <li>
 Solid grounding in financial statement analysis and the ability to connect results to operational drivers
 </li>
 <li>
 Experience producing forecasts, budgets, variance analysis, and management reporting in a deadline-driven environment
 </li>
 <li>
 Clear communication skills, including the ability to present insights to non-finance stakeholders
 </li>
 <li>
 Bachelor&rsquo;s degree in Finance, Accounting, Economics, Business, or a closely related field
 </li>
 <li>
 Curiosity, ownership mindset, and a track record of improving processes rather than accepting the status quo
 </li>
 </ul>
 
 
 
 
 
 Benefits and Compensation:
 
 
 
 This Financial Planning Analyst will join a team that supports healthy habits, professional growth, and time to recharge, with a package designed to make onsite work feel worth it.
 
 <ul>
 <li>
 Competitive compensation
 </li>
 <li>
 Health insurance options for eligible employees
 </li>
 <li>
 Paid time off
 </li>
 <li>
 Professional development and continuing education support
 </li>
 <li>
 Lifestyle-focused perks and discounts tied to services and amenities
 </li>
 <li>
 Opportunities to give back through community involvement initiatives
 </li>
 </ul>
 
 
 
 
 If you are a Financial Planning Analyst who wants high-visibility FP&amp;A work, strong modeling expectations, and a business that moves quickly, reach out to connect with an LHH Recruiter.
 
 
 
 
 
 
 
 
 
 Equal Opportunity Employer/Veterans/Disabled
 
 
 
 
 
 
 
 Military connected talent encouraged to apply
 
 
 
 
 
 
 
 To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
 
 
 
 
 
 
 
 The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
 
 
 <ul>
 <li>
 
 The California Fair Chance Act
 
 </li>
 <li>
 
 Los Angeles City Fair Chance Ordinance
 
 </li>
 <li>
 
 Los Angeles County Fair Chance Ordinance for Employers
 
 </li>
 <li>
 
 San Francisco Fair Chance Ordinance
 
 </li>
 </ul>
 
 
 
 
 
 
 Massachusetts Candidates Only:
 
 
 
 It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
 
 
 
 
</div>

Financial Planning Analyst

J.Crew

<div>
 
 
 Our Story
 
 
 
 J.Crew gets you dressed every day, for every occasion.
 
 
 Since 1983, we&rsquo;ve been creating classics that feel familiar and refreshingly new, crafted with unbeatable quality and distinctive point of view&mdash;it&rsquo;s no wonder we&rsquo;ve been in your closet for four decades and counting.
 
 
 
 
 
 Today, we continue to do the classics our way, inspiring not only how you shop but how you define your personal style. Our commitment runs deeper than just making great clothes&mdash;we&rsquo;re proud of our role in getting you dressed with confidence, character, and celebrating a distinctly American sensibility that makes us who we are.
 
 
 
 
 
 Our dedication to Diversity, Equity, Belonging &amp; Sustainability has been celebrated with industry recognition, reflecting our commitment to fostering an inclusive and sustainable workplace.
 
 
 
 
 
 
 
 Overview:
 
 
 
 
 The Analyst will be responsible for all aspects of financial planning, analysis, reporting, and ad hoc projects supporting the brand.
 
 
 
 
 
 
 
 Responsibilities
 
 
 
 :
 
 
 <ul>
 <li>
 Develop comprehensive operating expense budgets &amp; monthly forecasts for Stores and Ecommerce businesses
 </li>
 <li>
 Establish and maintain cross functional business partnerships to drive financial objectives
 </li>
 <li>
 Develop and implement meaningful, actionable and timely management reporting to inform business partners and senior leadership
 </li>
 <li>
 Prepare monthly P&amp;L reviews for senior leadership and provide commentary and business insights on performance
 </li>
 <li>
 Collaborate with accounting and business partners on investigating variances to ensure accurate reporting and forecasting
 </li>
 <li>
 Identify and implement process improvements through automation and process standardization
 </li>
 <li>
 Prepare daily/weekly sales plans in collaboration with Planning and Store Operations team
 </li>
 <li>
 Create supporting schedules and presentations for Board of Directors, External Reporting and Executive leadership requests
 </li>
 </ul>
 
 
 
 
 
 
 Qualifications:
 
 
 
 <ul>
 <li>
 1+ years in banking, consulting or financial planning and analysis or related experience
 </li>
 <li>
 Role is onsite two days a week
 </li>
 <li>
 Four-year college degree in accounting or finance
 </li>
 <li>
 Strong work ethic with sharp attention to detail, variances and trends
 </li>
 <li>
 Team player with exceptional communication, organizational and analytical skills
 </li>
 <li>
 Ability to create strong working relationships with cross-functional teams
 </li>
 <li>
 Agile learner, with the ability to adapt, pivot efficiently between tasks and manage multiple time-sensitive priorities simultaneously
 </li>
 <li>
 Proficiency in Excel, PowerPoint. SAP and/or Hyperion experience a plus
 </li>
 </ul>
 
 
 
 
 We welcome you to apply, even if you don't check all the boxes. Our passion is scouting life-long learners who are driven by curiosity, and who feel connected to our brands and share our desire to make an impact. We&rsquo;re always seeking bright new talent who leverage their unique experiences to discover, grow and evolve with our teams.
 
 
 
 
 
 
 Benefits + Perks
 
 
 <ul>
 <li>
 Health &amp; Well-being - Eligible associates and family members receive medical, dental, prescription and vision insurance, family planning (fertility, adoption &amp; surrogacy support), fitness discounts, medical travel and more.
 </li>
 <li>
 Associate Discount - We love our products just as much as you do! That&rsquo;s why we offer a great associate discount across all of our brands (J.Crew, J.Crew Factory, and Madewell).
 </li>
 <li>
 Summer Fridays - In addition to our hybrid work model, we also close our office at 1:00 PM every Friday during the Summer months.
 </li>
 <li>
 Community Impact - We support the communities where we live and work through our philanthropic efforts and the J.Crew Cares Program.
 </li>
 <li>
 Winter Break - In addition to our PTO package, J.Crew Group offers a winter break at the end of December to eligible full-time associates at the Home Office to provide time to refresh and recharge.
 </li>
 </ul>
 
 
 
 
 Note: Availability of these benefits and perks may be subject to work location &amp; employment type and may have certain eligibility requirements.
 
 
 
 
 
 At J.Crew Group (JCG) we aim to pay competitively for our company&rsquo;s size and industry. The base salary offered will take into account internal equity and may vary depending on the candidate&rsquo;s geographic region of work premises, job-related knowledge, skills, and experience among other factors. The base salary is just one component of J.Crew Group&rsquo;s competitive total rewards strategy that also includes the opportunity for bonus, competitive benefits and perks.
 
 
 
 
 
 One of our core focuses here at JCG is creating a community and culture that builds belonging. We are deeply committed to our Diversity, Equity and Inclusion efforts, and we warmly welcome job applicants of all backgrounds.
 
 
 
 
 
 JCG is proud to affirmatively provide equal opportunity to all associates and qualified applicants without regard to race, color, religion, national origin or citizenship, age, sex, marital status, ancestry, legally protected physical or mental disability, veteran status, gender identity, sexual orientation or any other basis protected under applicable law.
 
</div>

Forvis Mazars in Qatar

<div>Key Responsibilities

&sect; Prepare Journals, prepare, analyze and review Trial balance, and analyze accounts and transactions in sub-ledger

&sect; Review and approve PRs in line with the budgets for the projects assigned, assist in reporting of the project and forecasting.

&sect; Support in data preparation, schedule management for accounts and projects, and consolidation of data for management reports and dashboards.

&sect; Help prepare financial performance summaries and assist in periodic reviews.

&sect; Handle ad-hoc tasks assigned by the line manager and be proactive and hands-on with the tasks assigned.

Qualifications

<ul><li>Bachelor&rsquo;s degree - Accounting/Finance.</li>
</ul>
Experience

<ul><li>Minimum of 1-4 years of experience of relevant experience.</li>
</ul>
Core Competencies &amp; Skills

a. Knowledge of International Financial Reporting Standards.

b. Advanced skills in Excel and experience in Oracle EBS is a plus

c. Language Proficiency &ndash; English - Spoken and Written (Proficiency in Arabic / Bilingual is a plus)

d. Prior Experience in a governmental / semi government entity is a plus.</div>

Financial Planning Associate

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