Strong grasp of GAAP, GL review, financial controls, and accounting fundamentals. Lead the company's budgeting, forecasting, and long-range planning processes. Proven track record of driving process improvement and elevating financial visibility in scaling organizations.
Financial Planning and Analysis ManagerThe role will focus on leading the analytics, forecasting, and decision making related to revenue through gross margin, as well as balance sheet and cash flow forecasting. Director, Financial Planning & Analysis. Lead analysis and develop financial models to drive business decisions.
Director of Financial Planning and AnalysisThe MDFPandA prepares monthly financial performance reports and variance analysis by region or function and collaborates with budget owners and the regional operations team on cash flow forecasts. The responsibilities of the MDFPandA include supporting the CFOO in the annual strategic planning proce
Managing Director of Financial Planning and AnalysisProficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. We're seeking experienced financ
Remote Financial Planning & Analysis Manager - AI Trainer ($50-$60 per hour)The MDFPandA prepares monthly financial performance reports and variance analysis by region or function and collaborates with budget owners and the regional operations team on cash flow forecasts. The role of Managing Director of Financial Planning and Analysis (MDFPandA) is a critical part of the F
Managing Director of Financial Planning and Analysis - Oakland, California, USOur advisor‑led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra‑high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and
2026 | Americas | San Francisco | Wealth Management, Financial Planning | New AssociateThe MDFPandA prepares monthly financial performance reports and variance analysis by region or function and collaborates with budget owners and the regional operations team on cash flow forecasts. The responsibilities of the MDFPandA include supporting the CFOO in the annual strategic planning proce
Managing Director of Financial Planning and Analysis - Confidential