Financial Plan Jobs

The Regional Finance Manager role serves as a key leader for the finance function across operational locations in the Yosemite region, based in Fresno, California. The position involves preparing financial reports, conducting analysis, and managing annual budgets and monthly forecasts to drive revenue and margins. Key responsibilities include collaborating with senior operations leaders, training finance and operations teams on financial acumen, and overseeing internal and external audits while ensuring compliance with accounting standards. The role appeals to candidates seeking a position within a global hospitality organization that values professional growth, service-oriented culture, and the opportunity to influence strategic financial decisions. This is an on-site position requiring strong analytical skills and the ability to work with cross-functional teams.

The Regional Finance Manager role serves as a key leader for the finance function across operational locations in the Yosemite region, based in Fresno, California. The position involves preparing financial reports, conducting analysis, and managing annual budgets and monthly forecasts to drive revenue and margins. Key responsibilities include collaborating with senior leadership, training finance and operations teams, overseeing audits, and assisting with accounting tasks such as cash flow and capital expenditures. The role offers the appeal of working within a global hospitality company that values professional growth, service, and community impact. Candidates will engage with cross-functional teams and clients while maintaining adherence to strict accounting standards and internal controls in an on-site environment.

The Regional Finance Manager role serves as a key leader for the finance function across operational locations in the Fresno region. This position involves preparing financial reports, conducting analysis, and managing annual budgets and forecasts to drive revenue and margins. Key responsibilities include collaborating with senior operations leaders, training teams on financial acumen, assisting with accounting tasks, and overseeing internal and external audits. The role is based in an office setting and offers the opportunity to work within a global hospitality organization known for its service-oriented mission. The position appeals to candidates seeking professional growth, the chance to influence strategic financial decisions, and a collaborative environment focused on empowering employee potential.

The Regional Finance Manager role serves as a key leader for the finance function across operational locations in the Yosemite region, based in Fresno, California. The position involves preparing financial reports, conducting analysis, and managing annual budgets and monthly forecasts to drive revenue and margins. Key responsibilities include collaborating with senior leadership, training finance and operations teams, overseeing audits, and assisting with accounting tasks such as cash flow and accounts payable. The role appeals to professionals seeking to apply their expertise in a hospitality-focused environment with a mission centered on service and community impact. It offers opportunities for professional growth within a cross-functional team and requires a blend of strategic financial planning and hands-on operational support.

This full-time Manager role within the Finance Transformation team at PwC focuses on delivering insurance consulting services related to financial management and strategy. The position involves leading financial planning and analysis initiatives, supervising teams, and mentoring junior staff to drive strategic decision-making. Key responsibilities include assessing financial processes to improve efficiency, designing solutions for financial operations, and utilizing technology to enhance analysis. The role offers an appealing opportunity to develop leadership skills while working with cross-functional teams in a collaborative environment. Travel requirements are up to 60%, and the position emphasizes a culture of integrity, innovation, and professional growth.

This full-time Manager role within the Finance Transformation and Insurance Consulting team focuses on leading financial planning and analysis initiatives for insurance sector clients. Key responsibilities include supervising and mentoring junior staff, driving strategic initiatives to optimize client financial performance, and utilizing technology to improve financial analysis processes. The position requires up to 60% travel and offers the opportunity to work with cross-functional teams to deliver high-quality insights that support decision-making. The role is appealing for its emphasis on professional growth, leadership development, and the chance to solve complex financial challenges in a collaborative environment.

This hybrid Wealth Advisor role is based in the Cherry Creek, Denver office and supports the Client Advisory Team at Curi Capital, a rapidly growing national registered investment advisory firm. The position involves providing comprehensive financial planning services, including asset allocation, estate and tax planning, and insurance analysis for established clients. Key responsibilities also include growing the client base through business development, community involvement, and collaborating with the team to maintain strong client relationships. The role appeals to self-driven professionals seeking a collaborative culture rooted in accountability and service, offering opportunities for meaningful impact on clients' financial futures. The work arrangement requires a minimum of three days in the office, complemented by flexible time off and comprehensive benefits.

This full-time Director of Finance role leads the accounting and finance functions for a rapidly growing company with an established leadership team. The position is instrumental in managing financial goals, overseeing all financial operations, and collaborating with department heads to drive strategic success. Key responsibilities include developing financial strategies and systems, directing the preparation of comprehensive financial reports and tax returns, and implementing internal controls to mitigate risk. The role appeals to candidates seeking a leadership position where they can influence company direction through strategic planning and performance management. The environment fosters a success-oriented culture with opportunities for professional growth within a dynamic organization.

This developmental Finance Specialist role is designed for Mille Lacs Band of Ojibwe members to build executive-level capabilities within the finance department of Grand Casino Mille Lacs and Hinckley. Working directly with the VP of Finance, the position involves strategic financial analysis, budget preparation, and capital planning to support organizational growth. Key responsibilities include assisting with forecasting, refining financial processes, and ensuring compliance with gaming regulations and GAAP standards. The role is appealing due to its structured mentorship program, direct access to senior leadership, and a clear pathway toward a Vice President position. The work environment emphasizes a values-driven culture rooted in community legacy, offering a hybrid schedule across two locations.

This full-time Senior Associate role within BRG's Corporate Finance practice focuses on Turnaround and Restructuring advisory for underperforming companies and private equity clients. The position involves executing complex financial modeling tasks, including three-statement models, 13-week cash flow projections, and scenario planning to support client engagements. Key responsibilities include preparing client presentations, analyzing operational data, and contributing to business development efforts like marketing and pitches. The role appeals to professionals seeking a fast-growing, entrepreneurial environment that values agility, interdisciplinary collaboration, and the application of advanced data science alongside traditional finance expertise. Based in Boston, the position requires occasional travel and offers the opportunity to work with a diverse team of experts on high-stakes financial challenges.

This full-time summer internship places candidates in the Corporate Finance practice of a Salt Lake City-based consulting firm, focusing on turnaround and restructuring advisory for private equity and distressed companies. The role involves developing three-statement financial models, conducting detailed industry research, and assisting with transaction analysis and document management. Summer Associates work within a collaborative team environment to solve complex financial challenges across diverse sectors like retail and healthcare. The position offers exposure to high-impact projects, opportunities for professional advancement within a rapidly growing organization, and a culture that values interdisciplinary expertise and original thinking.

The Market Leader, Wealth & Investment Management role serves as the primary relationship manager and business development lead for a diverse network of ultra-high net worth clients within a specific geographic region. Key responsibilities include managing complex fiduciary trust accounts, reviewing portfolio performance with portfolio managers, and driving growth through community outreach and cross-departmental partnerships. The position requires deep expertise in investment strategies and the ability to navigate legal and compliance frameworks. This opportunity appeals to experienced professionals seeking a leadership position within a culture that values integrity, employee empowerment, and professional development. The role involves a hybrid work arrangement with regular travel to client sites and industry events.

The Vice President of Finance serves as a strategic executive leader within the restaurant company, overseeing all financial operations for multi-unit and franchised locations. Key responsibilities include developing long-term financial strategies, leading budgeting and forecasting efforts, and ensuring accurate financial reporting in compliance with GAAP. The role also involves partnering with operations to drive cost efficiencies, managing risk and regulatory compliance, and conducting due diligence for new openings and acquisitions. This position is appealing for its opportunity to shape the financial direction of a growth-oriented organization while mentoring a high-performing finance team. The role requires deep expertise in restaurant unit economics and offers a platform to influence major business decisions at the executive level.

This full-time Budget Analyst role within the nonprofit consulting sector focuses on delivering strategic financial guidance to clients. The position involves developing and monitoring comprehensive financial plans, conducting detailed forecasting and variance analysis, and preparing clear reports to support client decision-making. Key responsibilities include identifying cost-saving opportunities, providing training on budget preparation, and ensuring regulatory compliance. The role is appealing for its potential for career advancement, excellent benefits, and the chance to make a positive impact in the nonprofit industry. Candidates will work in a vibrant, forward-thinking environment that values ethical practices and professional growth.

The Collier Companies seeks an experienced Property Manager to lead an on-site team at a student housing community in Tallahassee, Florida. This role involves overseeing operations for a complex with over 200 units, including financial budgeting, marketing plan execution, and capital project management. The position requires strong leadership skills to mentor staff and maintain high curb appeal standards. The opportunity is appealing due to the company's commitment to internal growth through Collier College, a collaborative culture focused on professional development, and a fast-paced environment within a privately owned, stable organization. The role offers a supportive atmosphere with comprehensive benefits and significant career advancement potential.

The Accounting Manager role at Yosemite Hospitality leads daily accounting operations and financial reporting within the Finance and Labor Department. Key responsibilities include managing the monthly, quarterly, and annual close processes, overseeing general ledger reconciliations, ensuring GAAP compliance, and directing external and internal audits. The position also involves mentoring team members, developing financial models for capital planning, and collaborating with cross-functional partners to drive operational efficiency. This on-site position in Fresno offers the appeal of working for a global organization dedicated to service and professional growth, with opportunities to refine accounting workflows and foster a culture of transparency and development.

This Wealth Management Associate role at Equitable Advisors in New York focuses on building client relationships and developing personalized financial strategies. Key responsibilities include nurturing client connections through networking, assessing financial objectives to create tailored plans, and consulting on specific financial products. The position offers a structured career path with comprehensive training, including sponsorship for required FINRA licenses and a 120-day hands-on employment period. The role appeals to individuals with an entrepreneurial spirit by providing mentorship from local leaders, access to continuous learning resources, and opportunities for professional designations. While an in-office presence is required, the schedule offers flexibility to support work-life balance. The company fosters a culture of social impact, diversity, and community engagement, supporting employees through wellness programs and giving-back initiatives.

The Regional Business Development Manager role at AutoZone focuses on expanding market presence by managing national account relationships and identifying new business opportunities within the automotive sector. Key responsibilities include analyzing financial strategies to maximize existing account value, developing and negotiating contracts for new partnerships, and maintaining accurate sales forecasts and pipelines using Microsoft Dynamics. The position offers a dynamic environment for professionals with extensive B2B sales experience, emphasizing a collaborative culture that values integrity and continuous growth. This full-time position requires significant travel, up to 80%, to cover the designated geographical area and engage directly with regional teams and clients.

This Wealth Management Associate role in Wellesley, Massachusetts, is designed for individuals seeking a structured path to becoming a licensed financial professional within Equitable Advisors. The position focuses on building client relationships, developing personalized financial strategies, and providing product consultations to help clients achieve their financial goals. The role requires an in-office presence but offers a flexible schedule to support work-life balance. Key appeals include comprehensive training with FINRA sponsorship, a 120-day hands-on employment period, and access to mentorship and leadership development programs. The company fosters a values-driven culture centered on social impact, diversity, and community engagement, providing a supportive environment for professional growth and career advancement.

The Wealth Management Associate role in Scottsdale, Arizona, is an entry-level position within Equitable Advisors designed to launch careers in financial planning. The role involves building client relationships through networking, developing personalized financial strategies based on individual goals, and providing consultation on various financial products. A key appeal of this position is the comprehensive 120-day training program that includes FINRA licensing sponsorship, mentorship from senior leaders, and access to continuous learning resources. The company fosters a culture of social impact and community engagement while offering a flexible schedule to support work-life balance. Although the position requires an in-office presence, it provides a structured path for professional growth with opportunities to pursue advanced designations like the CFP.

This Wealth Management Associate role in Austin, Texas, is designed for individuals with an entrepreneurial spirit to build a career in financial services. The position involves developing personalized financial strategies for clients, nurturing long-term relationships through networking, and providing consultation on tailored investment products. The role offers a structured path to success with comprehensive training, including sponsored FINRA licensing and a 120-day hands-on program. It appeals to candidates seeking professional growth through mentorship, leadership development, and support for obtaining advanced designations like the CFP. The position features a flexible schedule to support work-life balance and operates within a culture dedicated to social impact and community engagement, though an in-office presence is required.

This Wealth Management Associate role in Woodbury, NY, involves building a client base and providing financial guidance within a structured training program. Key responsibilities include developing personalized financial strategies, managing client portfolios, and nurturing relationships through networking and consistent communication. The position is appealing due to comprehensive support, including FINRA licensing sponsorship, a 120-day paid training period, and access to mentorship and leadership development schools. The role offers a stable income during the initial phase, opportunities for professional designations, and a culture focused on social impact and community engagement. While the position requires an in-office presence, it provides a flexible schedule to balance productivity with personal time.