financial planning and analysis specialist

Northwestern Mutual

We are seeking a detail-oriented and proactive individual to support our financial planning practice. This role involves managing daily administrative tasks, client appointment setting, marketing initiatives, and operational improvements to ensure a seamless client experience.Core ResponsibilitiesDaily Administration &amp; CRM Management<ul><li>Manage Outlook inbox and calendar, ensuring all client communications and appointments are &quot;set regarded&quot; in Dynamics 365.</li><li>Process post-appointment results and case notes, ensuring CRM files are updated with accurate subject lines and next steps.</li><li>Schedule follow-up phone calls and marketing list assignments based on advisor case notes.</li><li>Proactively monitor advisor backlog on case notes and send reminders for missing data.</li></ul>Appointment Setting &amp; Client Experience<ul><li>Conduct outbound calls for annual reviews and appointment setting, referencing previous notes for context.</li><li>Optimize the advisor's schedule by clustering in-person meetings on specific days (Tues/Thurs) while booking virtual meetings flexibly.</li><li>Maintain accurate birthday records on the calendar and reference NM Connect for upcoming milestones.</li></ul>Weekly Operations &amp; Marketing<ul><li>Update weekly opportunity lists in CRM prior to positive focus meetings.</li><li>Assist in case preparation, including PX, CCV, and IFL reports.</li><li>Participate in tactical meetings to plan marketing and prospecting for the week ahead.</li><li>Submit and track client-facing materials through compliance approval via Marketing Commons.</li></ul>Qualifications<ul><li>Proficiency in Microsoft Outlook and Dynamics 365 (CRM).</li><li>Strong communication skills for professional client outreach.</li><li>Ability to identify process improvements and contribute to strategic business planning.</li><li>High level of discretion and attention to security details.</li><li>NYLAAH</li><li>SIE, Series 6/7, Series 63/66 Preferred</li></ul>Pay: $45,000.00 - $52,000.00 per yearWork Location: In person

Associate Financial Planning and Analysis Specialist

<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

EVA Pharma

<div>Limitless Naturals is a fast-growing wellness brand that has been serving the Egyptian market&mdash;and beyond&mdash;since 2020. Specializing in food supplements, multivitamins, and sports nutrition, we offer a diverse range of high-quality, science-backed products that support healthier, more active lifestyles.
Our brand was born from a belief that everyone deserves access to effective, trustworthy wellness solutions&mdash;and we&rsquo;ve been on a mission ever since to empower individuals to live at their fullest potential. With a keen eye on global trends and consumer needs, we pride ourselves on our agility, our ability to capture emerging health movements early, and our commitment to staying ahead of the curve. 
 
Job Summary: 
 
We are seeking a passionate and talented Senior FP&amp;A Specialist to join our dynamic team.
The ideal candidate will contribute to our mission of enhancing human health and well-being by attracting top talent that aligns with our values and organizational goals.
Key Responsibilities:<ul><li>
Partner with supply chain leadership to provide financial insights on procurement, logistics, inventory, and distribution.</li><li>
Develop and maintain supply chain financial models, including cost-to-serve, working capital, and efficiency metrics.</li><li>
Lead budgeting, forecasting, and variance analysis for supply chain operations.</li><li>
Identify opportunities to optimize costs and improve margins through scenario planning and sensitivity analysis.</li><li>
Enhance reporting processes and dashboards to improve visibility of supply chain KPIs.</li><li>
Collaborate cross-functional operations, procurement, and commercial teams to align financial goals with business strategy.</li></ul> 
Requirements 
<ul><li>
Bachelor's degree in finance, Accounting, Economics, or related field.</li><li>
5-7 years of FP&amp;A experience, with at least 3 years focused on supply chain or operations finance.</li><li>
Strong analytical and modeling skills (Excel, Power BI, or similar tools).</li><li>
Experience with ERP and planning systems (SAP, Oracle, or similar).</li></ul><ul><li>
Excellent communication skills to influence non-finance stakeholders.</li><li>
Ability to translate complex data into actionable insights.</li></ul></div>

Senior FP&A Specialist - Limitless Naturals

Boa Technology

<div>Overview (EN):
<div>
About BOA 
BOA&reg; Technology builds the scientifically proven and patented BOA&reg; Fit System. BOA partners with market-leading brands to make the best gear even better. Each unique configuration is engineered with performance fit at the center to create a precise fit and better connection between an athlete and their equipment &mdash; improving performance.</div><div>
BOA&reg; Technology Inc. is headquartered in Denver, Colorado with offices in Austria, Hong Kong, Greater China, South Korea, and Japan. For more information, visit BOAFIT.COM 
 
Application Deadline 
Applications will be accepted through 5/20/26, after which we will begin candidate review. If the deadline is extended, we will update this posting. 
 
Overview of Role 
Reporting to the FP&amp;A Manager, this role will be an important member of the Finance team, responsible for financial analysis, budgeting, and forecasting. This role will partner cross-functionally with teams across departments and regions to support the development of annual operating plans and long-term (5&ndash;10 year) financial projections. This role also performs variance analysis to explain performance against budget and forecast, highlighting key drivers, risks, and opportunities.</div>
Responsibilities (EN):<div></div><div> 
Core Responsibilities</div><ul><li>
Reflect and role model BOA&rsquo;s vision, values and Leadership Model and demonstrate passion for our mission across the Finance team and rest of the organization</li><li>
Support the preparation of annual budgets, forecasts, and long-term financial plans</li><li>
Perform monthly variance analysis comparing actual results to budget and forecast, and communicate key drivers</li><li>
Build, maintain, and enhance financial models to support forecasting, planning, and strategic initiatives</li><li>
Develop and maintain dashboards and management reporting tools (primarily in Power BI) to monitor and communicate business performance</li><li>
Identify opportunities to improve and automate reporting processes to increase efficiency, accuracy, and scalability</li><li>
Support ad hoc financial analysis and additional tasks as needed</li></ul>
Qualifications (EN):<div></div><div> 
Required Qualifications</div> 
<ul><li>
Bachelor&rsquo;s Degree, preferably in Finance, Accounting or a related field</li><li>
3+ years of experience in financial planning and analysis functions, including annual budgeting and long-term strategic planning</li><li>
Strong proficiency in Excel (financial modeling, pivot tables, data analysis)</li><li>
Strong understanding of financial statements (income statement, balance sheet, cash flow)</li><li>
Comfort using software programs (we use the Microsoft Suite) for documentation, communication, presentations, database management, data analysis and collaboration</li><li>
Ability to collaborate and build relationships with diverse groups of people across the globe</li><li>
Desire to use your organized approach to maintain our fast pace and manage multiple deadlines</li></ul><div></div><div> 
Desired Qualifications</div> 
<ul><li>
Experience/interest in building dashboards and reports in Power BI (or similar BI tools)</li><li>
Experience working with NetSuite</li></ul><div></div><div> 
Overview of Compensation and Benefits</div><ul><li>
Budgeted salary range: $80,000 - $90,000<ul><li>
We will determine salary based on skills and experience in relation to the function of the role, as well as equity to any other employees with similar experience in the same or similar role</li><li>
This role is also eligible for a 10% annual bonus</li></ul></li><li>
Comprehensive healthcare plans including Medical, Dental and Vision</li><li>
All plans include subsidization from BOA, with one option 100% subsidized by BOA</li><li>
BOA also funds HSA accounts for enrolled employees</li><li>
3 weeks PTO to start, paid family leave, sick leave, and volunteer time off</li><li>
Matching 401K retirement plan</li><li>
Annual cash benefits for fitness, wellness, and BOA products</li><li>
Eligibility for stock options within 6 months of employment</li><li>
Scholarship opportunities for further education</li><li>
Flexible working schedule that includes both days at home and days in the office when needed</li><li>
Learning and development opportunities</li><li>
Discounts on many outdoor gear brands</li><li>
Dog-friendly office</li></ul><div> 
Flexibility at BOA</div><ul><li>
BOA is committed to the health and well-being of our employees, and to upholding our values which include caring for each other and for our community</li><li>
At BOA we support both flexibility and connectivity<ul><li>
For the majority of the Denver team, a hybrid approach is taken with the option to use a mix of remote work, and in-office connection days on Tuesdays and Thursdays. Connection Days are where we&rsquo;re all encouraged to go into the office and reconnect, even if you do not need to access specific equipment or product to do your job. Staying connected is really important, both for your mental health and to continue fostering our amazing BOA community</li><li>
Some roles will require 4-5 days/week in the office if access is needed to product, equipment, specialized technology etc. We will review any job-specific requirements during the interview process</li></ul></li></ul><div> 
Physical Considerations for Role 
We welcome any requests for reasonable accommodations. The information below is meant to provide a general overview of physical considerations, and if you believe you may need an accommodation, please provide more information in your application comments, or contact BOA People &amp; Culture. The following considerations apply to this role:</div><ul><li>Regularly works in an office-based environment that is mostly comprised of sitting, and use of standard office equipment
</li></ul>EEO Statement:
<div>
Caring for each other and the community are part of our core values. We are dedicated to creating more access and opportunity within the outdoor and professional industries. We are proud to be an equal employment opportunity workplace that focuses on inclusion and creates employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. If you think you meet most of the qualifications listed for the role you are interested in, we actively encourage you to apply.</div></div>

FP&A Analyst

<div><div>Mid-senior level
 </div><div>Finance, Legal, Compliance &amp; Audit
 </div><div>US &gt; Arizona &gt; Phoenix
 </div><div>Full-time
 </div><div>Bachelors
 </div><div>Less than 10%</div></div>
 <div><div>Step into a career with ASM, where cutting edge technology meets collaborative culture.
For over 55 years ASM has been ahead of what&rsquo;s next, at the forefront of innovation and what&rsquo;s technologically possible. With more than 4,500 ASMers representing 70 nationalities, our people and our advanced semiconductor devices are playing a crucial role in trends such as 5G, cloud computing, AI, and autonomous driving. But we&rsquo;re more than just a tech company. We value diversity, inclusion and sustainability as we strive to make a positive impact on the world. Our development programs help support your growth, shaping your future and pushing the boundaries of innovation to unleash potential.
</div>Duties &amp; Responsibilities:
<ul>
<li>Finance Business Partner to Core Corporate Functions such as Corporate Business Development, Risk Management, Tax, Government Relations and Environmental, Health &amp; Safety teams</li>
<li>Monthly financial controlling, compliance with internal controls and analysis for responsible corporate functions</li>
<li>Month end closing activities of responsible corporate functions</li>
<li>Monthly forecasting and annual budgeting of responsible corporate functions</li>
<li>Assist and support for monthly corporate and group reporting</li>
<li>Assist and support for annual budgeting exercise</li>
<li>Drive cost and efficiency improvements of responsible corporate functions</li>
<li>Support implementation of financial projects for responsible corporate functions and other projects for corporate reporting such as new platform implementation and M&amp;A integrations</li>
</ul>
Required Experience &amp; Skills:
<ul>
<li>Self-motivated and results oriented with a strong business acumen</li>
<li>Proven success in preparing financial forecasts and budgets; able to prioritize when meeting deadlines</li>
<li>Hands-on, proactive, meticulous with keen attention to details</li>
<li>Strong analytical, problem solving, and organizational skills</li>
<li>Good communication skills along with the confidence to excel in an ambiguous environment with a flexible mindset approach</li>
<li>Proven ability to influence and collaborate with executive audiences</li>
<li>Deep understanding of accounting principles and best financial practices</li>
<li>Proficiency with SAP or other fully integrated ERP systems</li>
<li>Strong knowledge of Excel and Microsoft Office</li>
<li>Experience working in a global, matrixed reporting organization</li>
</ul>
Education &amp; Qualifications
<ul>
<li>Bachelor&rsquo;s or Master&rsquo;s degree in Accounting or Finance; MBA or CPA preferred</li>
<li>5 &ndash; 10 years of relevant experience, ideally in semiconductor or high-tech manufacturing with minimum 3 years of experience in the FP&amp;A field, combined with other business/finance control roles and/or Big4 background</li>
</ul><div>
Apply today to be part of what&rsquo;s next.

We make the tech that enables the chips in devices which improve lives around the world. We do this with an eye to the future, pushing the boundaries of what&rsquo;s possible through cutting-edge innovation, and driving the next wave of technological breakthroughs that shape how we live, work, and connect.

To learn more about ASM, find us at asm.com and on LinkedIn, Facebook, Instagram, X and YouTube.

ASM is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, age, nationality, social or ethnic origin, sexual orientation, gender, gender identify or expression, marital status, pregnancy, political affiliation, disability, genetic information, veteran status, or any other characteristic protected by law.</div></div>

Controller I, Corporate Controls FP&A

Pretty Penny Financial

Job Summary We are seeking a highly motivated and detail-oriented Tax Specialist to join our dynamic finance team. In this role, you will be responsible for managing complex tax processes, ensuring compliance with regulatory standards, and providing strategic insights into tax planning and reporting. Your expertise will support our organization&rsquo;s financial health and growth by delivering accurate tax calculations, preparing detailed reports, and collaborating across departments to optimize tax strategies. This position offers an exciting opportunity to apply your comprehensive tax experience within a fast-paced, innovative environment committed to excellence.Duties<ul><li>Prepare and review federal, state, and local tax returns, ensuring accuracy and compliance with current regulations.</li><li>Conduct detailed analysis of financial statements, including balance sheets and income statements, to support tax reporting requirements.</li><li>Assist with estate planning activities, including wills, trusts, and estate law considerations, to optimize client outcomes.</li><li>Support corporate accounting functions such as general ledger reconciliation, accounts payable processing, and financial statement preparation.</li><li>Manage tax accounting processes related to mergers &amp; acquisitions (M&amp;A), private equity transactions, and securities law compliance.</li><li>Utilize accounting software like QuickBooks, Sage, Xero, and other financial tools for bookkeeping, asset management, and regulatory reporting.</li><li>Perform analysis of financial concepts including GAAP (Generally Accepted Accounting Principles), double-entry bookkeeping, and financial report interpretation to inform strategic decisions.</li></ul>Qualifications<ul><li>Proven experience in tax accounting with a strong understanding of tax laws and regulations.</li><li>Background in public accounting or corporate accounting environments preferred.</li><li>Familiarity with estate planning, wills, trusts &amp; estate law is a plus.</li><li>Proficiency in accounting software such as QuickBooks, Sage, Xero or similar platforms.</li><li>Strong analysis skills with the ability to interpret complex financial data accurately.</li><li>Knowledge of SOX (Sarbanes-Oxley Act) compliance requirements is advantageous.</li><li>Excellent organizational skills with attention to detail in account reconciliation and financial report writing.</li><li>Ability to work collaboratively across teams on projects involving mergers &amp; acquisitions or financial planning initiatives. Join us as a Tax Specialist and leverage your expertise to drive impactful financial strategies! We value energetic professionals eager to contribute their knowledge in a vibrant environment where continuous learning and growth are celebrated. If you thrive on accuracy, enjoy solving complex financial puzzles, and want to be part of a forward-thinking organization committed to excellence&mdash;this is the role for you!</li></ul>Job Types: Full-time, Part-time, Seasonal, ContractPay: $75,000.00 - $150,000.00 per yearBenefits:<ul><li>Continuing education credits</li><li>Flexible schedule</li><li>Opportunities for advancement</li><li>Work from home</li></ul>Work Location: Remote

Tax Specialist

Majis Industrial Services

Majis delivers water and wastewater utility services to industrial zones.As a Senior Finance Specialist in Majis you will manage treasury operations and financial planning, ensuring the company has proper cash flow, financial control, and compliance with policies.Key Responsibilities:1. Treasury &amp; Cash ManagementPrepare cash forecasts and daily cash positionsManage electronic payments and banking transactionsHandle bank accounts, KYC, and relationshipsMonitor working capital and liquidity2. Financial Reporting &amp; AnalysisPrepare short-, medium-, and long-term financial reportsTrack actual spending vs. budget and explain variancesSupport financial decision-making and strategy3. Financial Planning &amp; StrategyAssist in budgeting and forecasting processesContribute to long-term financial strategyPerform financial and economic analysis4. Risk &amp; ComplianceEnsure compliance with company policies and treasury standardsManage financial risks, insurance, and controlsAlign with Oman regulations and international standards5. Broader Finance ScopeFinancial performance managementInvestment and funding strategiesDebt/equity structuringFinancial systems and automationSkills &amp; Requirements:Strong knowledge of:Treasury operationsFinancial modeling &amp; analysisBudgeting and forecastingExperience with:Banking systems and cash managementERP systems (e.g., SAP is often preferred)Language:English requiredArabic preferredPay: From RO2,000.000 per monthWork Location: In person

Senior / Specialist Finance (Majis Industrial Services)

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