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Financial Planning Analyst Jobs in San Francisco, California

Senior Financial Analyst, Financial Planning & Analysis
By San Francisco Chronicle At San Francisco, CA, United States
Manage operating expenses and monthly accruals for various departments and explain variances.
Manage and track capital projects.
BA / BS degree in Finance, Accounting, Economics, or equivalent field.
3-5 years of relevant work experience.
Excellent quantitative, written, and presentation skills; innovative, organized, thorough and flexible. Eagerness to further develop these skills.
Proficient with Excel and PowerPoint; comfort and interest in learning new software; experience with Oracle is highly desirable
Financial Planning Analyst Ii - Sales Finance
By Pinterest At San Francisco, CA, United States
3+ years of experience in corporate finance, banking, consulting or a related quantitative field
Exceptional spreadsheet skills with experience creating financial dashboards and models
Leverage superior financial modeling skills in order to deliver bespoke analyses for top-line growth & margin expansion initiatives
Experience writing SQL queries and retrieving data from relational databases
Outstanding business partnership, communication, and presentation skills (Google Slides)
Information regarding the culture at Pinterest and benefits available for this position can be found here.
Senior Financial Analyst, Corp. Fp&A- Medium Term Planning
By Okta At San Francisco, CA, United States
Complete frequent ad-hoc projects to enable management and business decisions
Manage Okta’s quarterly consolidated forecast process; provide visibility and decision-making support to the CFO, Investor Relations, and FP&A leadership
Execution driven: Ability to manage multiple tasks in a deadline-driven environment while maintaining a high level of precision and accuracy
Presentation Skills: Effective in a variety of presentation settings including one-on-one, small, and large groups
3+ years of experience in FP&A, with at least 1 year of Corporate FP&A is a plus
Excellent financial modeling and analysis skills
Financial Analyst - Corporate Planning
By Visa At , San Francisco, Ca
3+ years of professional experience in corporate planning, strategic finance, FP&A, investor relations, public accounting, management consulting, banking, or similar functions
Strong organizational and project management skills, able to adapt and prioritize within a multi-tasking environment, requiring simultaneous management of multiple projects
Collaborates with a broad base of stakeholders across Global Corporate FP&A organization and regional finance teams
A Bachelor's and/or Master’s degree in Business, Finance, Accounting, or similar quantitative field is preferred
CPA, CFA, or similar certification is a plus
Strong analytical and problem-solving skills required
Financial Analyst, Corporate Planning
By PlayStation At San Mateo, CA, United States
Liaison between regional business teams and global/regional CP, Accounting, and Finance teams.
Excellent analytical, problem solving and troubleshooting abilities.
Excellent communication skills across various levels including senior leadership.
Knowledge/understanding of accounting and financial documents.
Minimum 2+ years of related work experience.
Bachelor’s degree or equivalent work experience.
Sr. Financial Analyst, Financial Planning & Analysis
By Vuori At Carlsbad, CA, United States
Minimum of 5+ years of progressive finance experience, preferably in consumer goods or another inventory-related field.
Enhance/automate finance processes, models, and reporting, challenge existing assumptions and methodologies.
Bachelor’s degree or equivalent degree from an accredited university in accounting or finance.
Strong analytical skills – Advanced analysis and excel skills, and familiarity using and extracting data from various systems.
Excellent problem-solving skills and critical thinking with a natural curiosity to find the answer.
Solid written and verbal communication skills are important, due to the need to work cross functionally in a fast-growing company.
Senior Corporate Financial Planning Analyst
By The Walt Disney Company At Burbank, CA, United States
Prepare dynamic messages for different audiences including corporate management and other high-level executives
Experience as a reciprocal teammate who possesses social and organizational abilities
Support/engage segment finance teams, in addition to corporate functions such as Corporate Strategy, Investor Relations, and Treasury:
2+ years of prior work experience
Possess strong quantitative and analytical skills
Excellent communication skills in both oral and written settings
Financial Planning Analyst Jobs
By FlowerHire At Los Angeles Metropolitan Area, United States
Bachelor's degree in Finance or a Related Field
1-2 years of FP&A experience
Preferably experience in cannabis or investment banking
Financial Planning & Analysis Analyst
By AMP At Santa Fe Springs, CA, United States
Interact regularly with business, finance, and operations leadership to continually improve & enhance forecasting and reporting.
Bachelor's degree in finance, business administration, or accounting
3+ years of relevant financial planning and analysis experience
Advanced skills in the use of Excel and PowerPoint
Skilled in using various accounting software.
Previous experience in a fast-paced start-up environment.
Financial Planning Analyst Jobs
By Avani Tech Solutions Private Limited At Carlsbad, CA, United States
Bachelor's degree in Business, Economics, Finance or Accounting
5+ years of strong analytical experience in financial planning, business analysis
• Provide finance & business partnering support and analysis to logistics team supporting freight & duties analytics
• Strong Excel experience is preferred (Vlookups, pivot tables, etc.), familiar with Hyperion planning , et.
• Support month end close prepare Journal entries, upload forecast & support MBR reporting analytics
Sr. Financial Analyst, R&D Business Planning
By Biogen At Cambridge, MA, United States
3+ years of work experience in finance or highly analytical function
Manage forecasting needs for early-stage clinical assets with alignment across several key business stakeholders
Biotech, Pharma, and/or drug development experience preferred
Utilize appropriate analytics and benchmarks to produce an accurate, quality study model that is updated regularly
Responsible for meeting all corporate timelines & processes associated with forecasts (AOP, LRP, and quarterly interim reports)
Analyze historical spend and propose solutions for cost containment; identify financial inefficiencies & opportunities for improvement
Financial Planning Analyst Jobs
By MATHESON At Irving, TX, United States

The Financial Planning Analyst role will conduct financial analysis, primarily oriented on Profit and Loss statements, across all Business Units and Zones in the Company. This role will require ...

Financial Planning Analyst Jobs
By LVMH Fashion Group North America At New York, NY, United States
Assist in the production of monthly management report and support on all ad-hoc reports and analysis under demanding deadline.
Bachelor or Master’s degree in Finance/Audit/Controlling
A first experience in FP&A, Accounting or Consulting is preferred.
Strong interpersonal and communications skills (oral & written)
Proficient in Excel/PowerPoint – Knowledge in PowerBI is a plus.
Job responsibilities include but are not limited to the following:
Financial Planning Analyst Jobs
By Baker Charles At Miami, FL, United States

This role is based in Miami and paying a strong basic salary, plus bonus and benefits.

Financial Analyst - Staffing And Resource Planning 100% Remote Contract To Permanent Job
By Zeektek At United States
Prepare and present comprehensive staffing and resource planning reports to senior management, highlighting financial implications and recommendations.
Participate in cross-functional projects aimed at enhancing staffing efficiency and financial management.
Collaborate with HR to evaluate compensation and benefits structures in relation to staffing budgets and financial goals.
Work closely with HR and finance teams to ensure accurate tracking and reporting of staffing-related expenses.
Proven experience in financial analysis, budgeting, and workforce planning.
Excellent analytical skills with the ability to interpret complex financial and HR data.
Senior Financial Planning Analyst
By Alaska Airlines At , Seattle, 98194 $92,700 - $139,100 a year
Strong communication skills, with an ability to explain complex concepts to audiences of varying organizational levels, including executive management.
Job-Specific Experience, Education & Skills
4 years of experience in finance, accounting, investment banking or related area.
Experience using net present value (NPV) and associated calculations as a decision-making tool.
Experience with cash flow and balance sheet metrics as well as activity-based costing.
Knowledge of airline or transportation industry fundamentals and the associated competitive landscape.
Senior Financial Planning Analyst
By Louis Dreyfus Company At Kansas City Metropolitan Area, United States
Strong and versatile communication skills as a partner to many different stakeholders including commercial teams, global finance, and other functions
Business or Finance Certification (CPA, CGMA, CFA, etc)
Roll out new industrial Global FP&A requirements to the region
Develop reporting structure for key projects and initiatives, with oversight from the FP&A Industrial Manager
+2 years’ experience in an accounting or financial analyst role
Experience working in the agribusiness sector
Corporate Financial Planning Analyst
By The Walt Disney Company (Corporate) At , Burbank $84,600 - $103,400 a year
Prepare dynamic messages for different audiences including corporate management and other high-level executives
Experience as a reciprocal teammate who possesses social and organizational abilities
Responsibilities of & Requirements for the Role:
Support/engage segment finance teams, in addition to corporate functions such as Corporate Strategy, Investor Relations, and Treasury
Possess strong quantitative and analytical skills
Excellent communication skills in both oral and written settings
Corp Financial Planning Analyst (Enterprise Technology)
By Disney At , Lake Buena Vista
Interact and communicate with all levels of management and be an integral team player.
Strong working knowledge of finance and accounting
Candidates must be able to interact and communicate with all levels of management and be an integral team player
Technology Finance experience a plus
Responsibilities & Requirements for the Role:
Coordinate with Sourcing or Project Finance team for any larger options analyses or contract renegotiations over $5M
Financial Planning Analyst Jobs
By Comcast At , Up to $40.86 an hour
Utilizes strong PowerPoint skills to communicate high level analysis in easy-to-understand formatting
Competitive salary based on experience
Benefit packages effective on day 1 - Eligible to enroll in medical, dental, vision
5-7 Years Relative Work Experience
Assists in the development of strategic plans for existing, new, or proposed business operations.
Provides analysis and evaluation of cost/expense problems and profit improvement opportunities existing within current business activities.
Senior Financial Planning Analyst
By National University At United States
Any combination equivalent combination of education and experience will be considered.
Familiarity with financial management systems and other analytical tools for data manipulation, data integration, and advanced financial reporting.
Utilizes advanced Excel skills and other analytical tools to enhance the efficiency and effectiveness of financial reporting and analysis.
Bachelor’s degree in business administration, finance, or related field required.
Eight (8) years experience of progressive professional experience.
Demonstrated ability to perform scenario analysis, cost-benefit analysis, and financial forecasting with strong attention to detail and accuracy.
Financial Planning Analyst Jobs
By ImmunoTek Bio Centers, LLC At Southlake, TX, United States
Bachelor’s degree in Accounting, Finance or equivalent experience
Ability to create and foster strong cross-functional networks with excellent leadership, influencing, and communication skills
2+ years’ experience in financial planning & analysis
Experience in multi-unit organizations preferred
Excellent communication skills and comfort working across the organization
Support the strategic planning process for various planning/forecasting cycles and ad hoc
Financial Planning Analyst Jobs
By HF Foods Group Inc At City of Industry, CA, United States
Other duties as assigned by the management.
Prepare forecasts and analysis trends in sales, finance, general business conditions and other related areas as required.
3+ years Financial Planning and Analysis experience in a food distribution environment
A bachelor's degree in accounting, finance, business or related field is required.
Food service industry and/or multi-distribution centers experience preferred.
Support the Annual Operating Plan (AOP) and budgeting process.
Financial Analyst Business Planning Level I, Ii, Or Iii
By Metropolitan Transportation Authority At New York, NY, United States
Knowledge of Multidimensional Database Management systems such as Hyperion Essbase preferred.
Knowledge of Multidimensional Database Management systems such as Hyperion Essbase or related system.
Knowledge of Multidimensional Database Management systems such as Hyperion Essbase.
Analyze annual operating budget requirements and results for assigned divisions with the Department of Subways.
Proficiency in and/or ability to learn communication and interpersonal skills.
Proficiency in and/or ability to learn organizational and presentation skills.
Financial Planning Analyst (Remote)
By Rise25 At Chicago, IL, United States
Other duties as assigned by the management.
Prepare forecasts and analysis trends in sales, finance, general business conditions and other related areas as required.
Provide return on investment (ROI) analysis for client projects.
You are nice – we spend a lot of time working and we like to work with nice people.
You are quick with communication via email and Slack.
You speak English flawlessly (even if you are not a native English speaker).
Financial Planning Assistant Jobs
By Accounting Firm At Englewood, NJ, United States
• Providing critical client support to assist financial advisor in helping clients achieve their financial goals
• Supporting the preparation of financial plans and reviews
• Organizing meetings; meeting follow ups
• Listening to customers’ concerns and handling complaints
• Responding to client inquiries
• Processing new business and updating client files

Are you looking for an exciting opportunity to join a dynamic team and make an impact? We are looking for a Financial Planning Analyst to join our team and help us achieve our financial goals. You will be responsible for developing and implementing financial plans, analyzing financial data, and providing strategic advice to senior management. If you have a passion for financial planning and a drive to succeed, this could be the perfect job for you!

Overview Financial Planning Analysts are responsible for providing financial planning and analysis services to organizations. They analyze financial data and develop strategies to help organizations meet their financial goals. They also provide advice and guidance on financial matters to management. Detailed Job Description Financial Planning Analysts are responsible for analyzing financial data and developing strategies to help organizations meet their financial goals. They analyze financial statements, budgets, and other financial documents to identify trends and potential areas of improvement. They also provide advice and guidance on financial matters to management. They may also be responsible for preparing financial reports and presentations for management and other stakeholders. Job Skills Required
• Knowledge of financial planning and analysis principles
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
• Knowledge of accounting principles
Job Qualifications
• Bachelor’s degree in finance, accounting, or a related field
• At least two years of experience in financial planning and analysis
• CPA or CFA certification is preferred
Job Knowledge
• Knowledge of financial planning and analysis principles
• Knowledge of accounting principles
• Knowledge of financial statements and budgets
• Knowledge of financial software and systems
Job Experience
• At least two years of experience in financial planning and analysis
• Experience in preparing financial reports and presentations
• Experience in developing financial strategies
Job Responsibilities
• Analyze financial data and develop strategies to help organizations meet their financial goals
• Prepare financial reports and presentations for management and other stakeholders
• Provide advice and guidance on financial matters to management
• Monitor financial performance and identify areas of improvement
• Develop financial models and forecasts to support decision-making
• Ensure compliance with applicable laws and regulations