Financial Plan Jobs

This Of Counsel position focuses on employment law within a full-service business law firm based in San Jose with multiple Northern California offices. The role involves counseling clients and litigating wage and hour, class action, discrimination, and wrongful termination cases in state and federal courts. Key responsibilities include managing compliance with California labor codes, developing policies, and handling pre-litigation disputes. The position is appealing due to the firm's reputation as a Best Law Firm, offering a collaborative environment with significant professional development support. The arrangement is on-site, providing access to amenities such as a fitness center and paid parking, alongside a comprehensive benefits package including health insurance and retirement planning.

This full-time Audit Manager role is based in Nashville, Tennessee, within a quality-focused and collaborative public accounting firm. The position involves leading assurance engagements, reviewing financial statements and workpapers for compliance, and managing the planning and execution of audits from start to finish. Key responsibilities include mentoring staff through constructive feedback, conducting technical research on complex accounting issues, and supporting client relationship growth. The role appeals to professionals seeking to elevate engagement quality while contributing to firm expansion in an environment committed to continuous learning and professional excellence. Candidates must hold a CPA license and possess at least five years of public accounting experience, including three years in a senior capacity.

The Senior Associate, Card Product Strategy role within the Consumer & Community Banking division focuses on driving growth and launching new features for the High Net Worth customer segment globally. Key responsibilities include developing product line strategies through market research and competitive analysis, serving as a subject matter expert on luxury card benefits, and collaborating with cross-functional teams to execute the global product roadmap. This position appeals to candidates seeking to work with a leading financial services firm that prioritizes customer-centric innovation and offers a collaborative environment for professional development. The role requires strong analytical skills and experience in the credit card or payments industry, with opportunities to shape strategies for a prestigious client base.

This contract Data Analyst role supports the health system's contracting and reimbursement strategies within the Tulsa, Oklahoma office. The position involves analyzing contract performance, developing financial projection models in Epic, and negotiating terms with payors to ensure compliance and maximize revenue. Key responsibilities include auditing financial data, resolving contractual disputes, and maintaining data integrity for physician and hospital contracts. The role appeals to candidates seeking to apply analytical skills in a complex healthcare environment with opportunities to influence strategic negotiation outcomes. Success requires Epic certification and strong collaboration with internal teams and external partners. The position is on-site and requires W2 employment status.

The Sr. Transaction Manager role oversees a complex portfolio of commercial properties for national and global corporate clients. Key responsibilities include implementing portfolio strategies aligned with client goals, managing end-to-end transaction workflows for leases and sales, and supervising transaction teams to ensure service quality. The position also involves financial analysis, budget tracking, and developing strategic plans to optimize occupancy costs. This opportunity appeals to professionals seeking a leadership position within a collaborative environment that values process improvement and strategic real estate advisory. The role requires a state real estate license and offers a dynamic setting for career growth in corporate real estate management.

The AI Workforce Strategy & Transformation Leader role drives the evolution of organizational structure and talent planning in response to artificial intelligence. This position partners with HR, business, and technology leaders to define how AI will reshape roles, automate tasks, and create new career pathways. Key responsibilities include developing forward-looking workforce strategies, redesigning job architectures, and modeling future skill needs to ensure alignment with enterprise AI priorities. The role appeals to professionals seeking to lead large-scale organizational transformation and build a customer-focused AI operating model. While the preferred location is Evendale, Ohio, remote employment is considered, with travel required approximately 25% of the time.

The AI Workforce Strategy & Transformation Leader role drives the evolution of organizational structure and talent planning within the context of artificial intelligence. This position partners with HR, business, and technology leaders to define how AI will reshape roles, automate tasks, and create new career pathways. Key responsibilities include developing forward-looking workforce strategies, redesigning job architectures, and modeling future skill needs to align with enterprise AI priorities. The role appeals to professionals seeking to lead large-scale organizational transformation and shape the future of work in a global aerospace environment. It offers a hybrid work arrangement with a preferred location in Evendale, Ohio, though remote options are available, and includes opportunities for significant travel and professional growth.

This junior cost accountant role supports the finance team at Forterra, a leader in autonomous ground systems for defense and industrial applications. The position involves analyzing production costs, preparing financial reports, and assisting with inventory valuation and budgeting activities. Key responsibilities include tracking cost variances, supporting month-end closing processes, and collaborating with operations to improve efficiency. The role appeals to candidates seeking to contribute to national resilience while working in a fast-paced, innovative environment. Forterra offers a supportive culture with comprehensive benefits, including generous paid time off, parental leave, professional development stipends, and a flexible holiday calendar. The position is based on-site and provides opportunities for professional growth within a mission-driven organization.

The Medicaid & ACA Manager role supports the strategic and operational execution of Medicaid and Affordable Care Act programs within a trusted Kansas-based healthcare organization. Key responsibilities include building detailed workplans, monitoring performance indicators like medical loss ratios and enrollment trends, and leading cross-functional coordination to ensure regulatory compliance and financial objectives are met. The position appeals to candidates seeking a dynamic environment with a strong emphasis on family, professional growth through training programs, and a collaborative culture that values inclusivity. This full-time position offers flexible work arrangements, including remote, hybrid, or onsite options, for individuals residing in or willing to relocate to Kansas or Missouri.

The Accountant II role within the City of Hollywood's Public Utilities department involves performing professional accounting and auditing functions for major fiscal operations. Key responsibilities include maintaining general and revenue ledgers, analyzing financial data for budget consolidation, and preparing complex financial statements and grant reports. The position also requires reviewing payables, assisting with audits, and ensuring compliance with governmental accounting principles. This opportunity is appealing due to the city's supportive culture, which features a four-day work week, a comprehensive wellness program, and generous paid time off. The role offers a collaborative environment focused on career growth and stability within a large municipal organization.

This Finance Director role leads the US Commercial Finance team for the OTTAVA surgical robotics business within Johnson & Johnson's MedTech division in Santa Clara, California. The position serves as a strategic partner to senior leadership, responsible for managing the regional P&L, overseeing sales forecasting, and shaping commercial go-to-market strategies to drive growth. Key duties include building a high-performing finance team, partnering with sales operations on compensation plans, and ensuring accounting compliance. The role offers the appeal of working on breakthrough medical technologies that improve patient outcomes within a collaborative, inclusive culture. The position operates on a hybrid schedule with up to 10% domestic travel required.

This senior fund accountant role supports a confidential single-family office within a sophisticated investment platform. The position involves managing comprehensive accounting and financial reporting for diverse entities, including investment vehicles, operating companies, and trusts. Key responsibilities include performing month-end general ledger closes, preparing financial statements and audit workpapers, and coordinating with external advisors and stakeholders. The role offers direct interaction with family principals and senior leadership in a lean, collaborative team environment. It is appealing for professionals seeking broad exposure, meaningful responsibility, and the opportunity to work on complex, multi-entity structures. The position requires a balance of structured accounting duties and ad-hoc client requests, making it ideal for a detail-oriented individual comfortable in a high-trust, service-oriented setting.

This full-time Senior Project Engineer and Control Account Manager role resides within Lockheed Martin Space's Fleet Ballistic Missiles division, specifically supporting the Post Boost Control System hardware team. The position involves leading a group of five to ten engineers to manage cost and schedule baselines, perform earned value assessments, and identify project risks. Key duties include coordinating technical schedules, leading high-profile proposal development, and serving as the primary technical interface for Navy partners and internal management. The role offers the appeal of working on critical national security missions with significant career development opportunities, mentorship, and a collaborative engineering culture. While the position requires onsite work at a designated facility, the organization supports flexible work schedules and provides a comprehensive benefits package focused on work-life balance and professional growth.

The Senior Accountant role within MYR Group's finance team focuses on managing complex accounting processes and financial reporting for a large-scale electrical construction organization. Key responsibilities include overseeing month-end and year-end close activities, analyzing balance sheet accounts and revenue recognition, and leading internal and external audits. The position also involves mentoring staff accountants and providing technical guidance to ensure GAAP compliance. This opportunity appeals to professionals seeking a collaborative culture rooted in mutual respect and a mission to support a clean energy future. The role is based at a designated company office and offers significant growth potential through involvement in major infrastructure projects and a supportive environment that values teamwork and professional development.

The Service Manager role at Sunbelt Rentals oversees the repair and maintenance of company and customer equipment within a fast-growing rental business. Key responsibilities include managing service schedules, organizing yard inventory, ordering parts, training mechanics, and ensuring strict safety and quality control standards. The position involves handling customer inquiries, processing work orders, and maintaining detailed service records. This opportunity appeals to candidates seeking an entrepreneurial environment with a clear career track and extensive on-the-job training. The company fosters a supportive culture that values employee growth and offers a comprehensive benefits package. The role requires a mix of indoor and outdoor work and involves physical tasks such as lifting and equipment inspection.

This Restaurant Manager 1 role serves as a key leader within the Bapa Network family, responsible for overseeing daily operations at a Dunkin' Donuts location. The position involves recruiting, training, and coaching staff to foster a positive team culture while ensuring strict adherence to brand standards and safety regulations. Key duties include managing guest experiences, controlling operational costs to maximize profitability, and executing marketing promotions. The role is appealing due to its inclusive family atmosphere, opportunities for career advancement, and flexible scheduling. Employees benefit from a supportive environment that emphasizes community service and personal growth, with a work arrangement based on the specific restaurant location.

The Tax Supervisor role at Sorren, a top national advisory firm, involves leading a team to prepare and review complex individual, corporate, and partnership tax returns while providing strategic tax planning. Key responsibilities include supervising and mentoring staff, conducting detailed quality reviews, analyzing organizational structures for tax impacts, and fostering strong client relationships. This position appeals to professionals seeking a human-first culture that prioritizes work-life balance, offering generous paid time off, a firmwide winter break, and comprehensive support for career advancement and CPA licensure. The role requires a full-time commitment with flexibility to meet deadlines, blending high-performance expectations with a collaborative environment focused on professional growth and personal well-being.

The Operations Support Coordinator role at Sinai Hospital integrates nursing science and data informatics to drive administrative efficiency and financial performance within the neonatal critical care unit. Key responsibilities include generating routine and ad hoc reports from various systems, managing timekeeping data, and analyzing information to support cost reduction strategies. The position offers a flexible PRN schedule with varying shifts and provides access to a collaborative culture that values innovation. Opportunities for professional growth include tuition reimbursement and training for neonatal leadership, while the organization's mission focuses on delivering life-saving care to vulnerable patients in a supportive, community-centered environment.

The Sales Arborist role serves as a trusted advisor within a nationwide tree care organization, focusing on preserving and maintaining the health of client landscapes. Key responsibilities include developing assigned territories by building long-term client relationships, diagnosing tree and plant conditions to provide expert recommendations, and coordinating with field crews to ensure project success and customer satisfaction. The position appeals to individuals passionate about the outdoors and environmental stewardship by offering comprehensive training, financial support for professional certification, and a company vehicle program. The role operates primarily in the field with opportunities for community engagement and features a collaborative culture that values integrity and growth, supported by benefits including health insurance and retirement matching.

The Director of Operations PA role leads all manufacturing and operational activities at the Maola Local Dairies Philadelphia plant within a farmer-owned cooperative. Key responsibilities include managing operational budgets and capital projects, ensuring strict compliance with safety and environmental regulations, and overseeing union relations and workforce development. The position drives continuous improvement initiatives and strategic planning to enhance efficiency and product quality. This opportunity appeals to candidates seeking to join a century-old organization rooted in sustainability and community, offering a collaborative culture that values employee well-being and professional growth. The role is based on-site at the Philadelphia facility with occasional travel to other company sites.

This full-time Senior Estate Administration Attorney role at Steinbacher Goodall & Yurchak supports the Legal & Regulatory Compliance team in managing complex post-death estate and trust matters. Key responsibilities include guiding clients through probate and settlement processes, interpreting wills and trusts, handling tax compliance, and appearing in Pennsylvania courts. The position also involves mentoring junior staff and collaborating with financial professionals to ensure accurate asset distribution. The role appeals to experienced attorneys seeking a supportive culture that values continuous learning and high-quality service. It offers a hybrid work arrangement balancing in-office collaboration with remote flexibility, allowing professionals to deepen their expertise in elder law while making a meaningful impact on families.

This full-time Family Law Attorney role at Morrison Law Group supports a respected Utah firm in providing compassionate legal representation. The position involves representing clients in family law matters, drafting and filing legal documents, and conducting research to develop effective case strategies. Key responsibilities include negotiating settlements, preparing for court hearings, and maintaining empathetic communication with clients. The role offers a supportive, family-oriented work environment where team members collaborate directly with firm leadership. It is particularly appealing for those seeking a culture that values integrity, teamwork, and professional growth, with mentorship available for developing litigation skills. The position is based in Ogden and requires a J.D. and Utah Bar membership.

This senior requirements analyst role within Parsons' Federal Solutions team supports USCYBERCOM as a SETA contractor. The position involves developing tracking methods for program acquisition strategies, conducting functional needs assessments for cyber capabilities, and applying advanced business analytics to identify budget and process inefficiencies. Key responsibilities include monitoring financial data, preparing status presentations for decision-making, and managing knowledge activities for cyber portfolios. The role offers the opportunity to work closely with government customers in a fast-paced environment while contributing to national security missions. The position is part of a culture that values agility and growth, offering flexible work schedules and comprehensive benefits to support employee wellbeing.

This part-time internship role is based at a small CPA firm in the Bronx, New York, designed for students actively enrolled in accounting or finance degree programs. The position offers hands-on experience in auditing, reviews, and compilations, with the potential to transition into a full-time role. Key responsibilities include conducting assurance engagements from start to finish, performing risk assessments and internal control testing, preparing financial statements, and documenting audit evidence. The role appeals to candidates seeking a tight-knit team environment with opportunities for professional growth through formal training and continuing education. The position requires on-site work in the office and provides benefits including health, dental, and disability insurance.

This Tax Senior role supports partners and managers in delivering tax compliance and consulting services to international clients. The position requires bilingual Japanese and English proficiency to prepare and review tax returns for individuals and various corporate entities with global aspects. Key responsibilities include generating monthly accounting and financial statements, as well as analyzing financial data for forensic accounting, bankruptcy, and litigation support. The role appeals to candidates seeking to leverage their CPA license or progress toward it within a fast-paced, team-oriented environment. It offers opportunities to work on complex international tax planning and gain exposure to specialized forms, fostering professional growth in a collaborative setting.