Financial Planning Software Jobs

The Portfolio Operations Lead role drives superior product performance and operating margin expansion within the Gilbarco Veeder-Root division of Vontier. Key responsibilities include managing P&L targets through value engineering and product line simplification, facilitating cross-functional decision-making, and implementing the Vontier Business System for daily management and strategic reviews. The position serves as a critical liaison between general management and internal stakeholders to ensure operational alignment and rapid problem solving. This opportunity appeals to professionals seeking a dynamic environment that fosters continuous improvement, transparency, and career growth within a global technology company. The role supports a collaborative culture focused on innovation and work-life balance.

The Tax Senior Accountant role supports the Finance, Accounting & Administration department of a senior living real estate organization. Key responsibilities include preparing and reviewing federal, state, and local tax returns for various entities, coordinating quarterly and annual tax provisions in accordance with GAAP, and analyzing the tax implications of real estate transactions and developments. The position also involves managing audit inquiries, mentoring junior staff, and driving process improvements within the tax function. This opportunity appeals to candidates seeking to contribute to a mission-driven culture focused on enriching the lives of older adults while working in a hybrid environment that balances office collaboration with periodic community visits.

The Law Firm Operations Manager role at Edgar Law Group, LLP involves leading internal business operations to ensure consistency, professionalism, and accountability across administrative functions. Key responsibilities include overseeing human resources activities such as recruitment and performance management, managing operational systems and workflows, and providing financial support through billing and payroll coordination. The position also entails office administration and client service support to maintain a high-quality professional environment. This opportunity is appealing for experienced professionals seeking a hands-on leadership seat within a respected boutique firm dedicated to tax and business law. The role offers the chance to build a scalable operating infrastructure in a collaborative, team-oriented culture that values proactive problem-solving and disciplined execution.

The Account Support Manager - Technology role serves as a strategic partner within the supply chain services division, focusing on healthcare system members. Key responsibilities include developing deep knowledge of pharmacy, dietary, and purchased service solutions, creating outcome improvement plans to drive savings, and managing strategic relationships with suppliers and clients. The position involves analyzing financial data to support quarterly business reviews, coaching members on contract utilization, and assisting with product implementation projects. This opportunity appeals to professionals seeking a remote position with moderate travel, offering a collaborative culture recognized for ethical leadership and employee satisfaction. The role provides significant growth potential through professional development resources and the chance to impact national healthcare transformation.

The Senior Client Account Manager role serves as the primary liaison for clients within a third-party logistics environment focused on retail merchandising and marketing execution. Key responsibilities include managing end-to-end client relationships, coordinating cross-functional programs with field operations and analytics teams, and driving service excellence through data-driven insights and strategic planning. The position appeals to professionals seeking a dynamic career where they can leverage their retail expertise to solve complex operational challenges and foster growth opportunities. The work arrangement follows a hybrid model with approximately 60% in-office time and 40% remote work, requiring occasional travel to retail locations and client sites.

The Information System Security Manager role at Calibre involves leading cybersecurity strategy and operations for a mission-focused digital transformation team. Key responsibilities include establishing the enterprise information security architecture, managing security budgets and staffing, and advising senior leadership on risk levels and cost-benefit analyses. The position also requires overseeing continuity of operations programs, coordinating cybersecurity inspections, and ensuring security requirements are integrated into new technology acquisitions. This opportunity is appealing due to the company's employee-owned culture and the chance to shape security strategy for critical systems. The role demands an active TS/SCI clearance and relevant certifications such as CISSP or GSLC, offering a high-impact environment for experienced security professionals.

The Clinic Nurse Manager in Oncology leads clinical operations for outpatient practices within the St. Lawrence Health System. This role involves supervising nursing staff, ensuring compliance with DNV and CMS regulatory standards, and managing quality improvement initiatives. Key responsibilities include overseeing clinical workflows, participating in budget planning, and standardizing infusion practices across the system. The position offers the opportunity to drive innovative care programs and foster a culture of safety within a collaborative healthcare environment. The role is based in Potsdam, New York, with a standard weekday schedule and requires occasional travel within the service area.

This Assistant Manager role at an IHOP location in the Greater New Orleans area supports the General Manager in leading daily restaurant operations and fostering a vibrant community culture. Key responsibilities include supervising staff through hiring and training, managing inventory and equipment maintenance, and ensuring compliance with safety and sanitation regulations. The position also involves driving profitability through budget management and delivering exceptional guest service. The role appeals to candidates seeking a supportive environment with opportunities for professional growth within a passionate team. The position requires availability for weekends, evenings, and holidays to ensure smooth unit performance.

The Clinic Nurse Manager in Oncology leads clinical operations for outpatient practices within the St. Lawrence Health System. This role involves supervising nursing staff, ensuring compliance with regulatory standards such as DNV and CMS, and managing quality improvement initiatives. Key responsibilities include overseeing clinical workflows, participating in budget planning, and standardizing infusion practices across the system. The position offers the opportunity to drive innovative care programs and foster a culture of safety and patient-centered care. Based in Potsdam, New York, the role requires a blend of clinical expertise and leadership skills to support physicians and mid-level providers in a collaborative environment.

The Assistant Manager role at an IHOP location in the Greater New Orleans area supports the General Manager in leading daily restaurant operations and fostering a collaborative team environment. Key responsibilities include supervising staff through hiring and training, managing inventory and equipment maintenance, and ensuring compliance with safety and sanitation regulations. The position also involves driving profitability by executing marketing strategies and maintaining high standards of customer service. This opportunity appeals to individuals seeking growth within a vibrant community-focused culture that values professional development and meaningful connections. The role is based on-site at the restaurant and requires flexibility to work various shifts including weekends and holidays.

This Assistant Manager role at an IHOP location in the Greater New Orleans area supports the General Manager in leading daily restaurant operations and fostering a collaborative team environment. Key responsibilities include supervising staff through hiring and training, managing inventory and equipment maintenance, and ensuring compliance with safety and sanitation regulations while driving sales and profitability. The position appeals to candidates seeking a supportive culture focused on community and professional growth within a vibrant hospitality setting. The role requires availability for various shifts, including weekends and holidays, and offers opportunities to develop leadership and operational skills in a fast-paced dining atmosphere.

This Assistant Manager role at an IHOP location in the Greater New Orleans area supports the General Manager in leading daily restaurant operations and fostering a vibrant community culture. Key responsibilities include supervising staff through hiring and training, managing inventory and equipment maintenance, and ensuring compliance with safety and sanitation regulations while driving profitability. The position appeals to candidates seeking a collaborative environment where they can develop leadership skills and grow within a passionate team. The role requires availability for various shifts, including weekends and holidays, and offers opportunities to build meaningful connections with both guests and colleagues.

The Emerging Store Manager role serves as a key leader within the retail pharmacy team, supporting the Store Manager in overseeing daily front-end and pharmacy operations. Key responsibilities include managing team recruitment and performance, ensuring exceptional customer service, and handling critical operational tasks such as inventory control, cash management, and financial analysis. This position appeals to ambitious professionals seeking a clear path to advancement, as it is designed as a training ground for future Store Managers with a dedicated leadership development program. The role offers a dynamic work environment that values growth, accountability, and community engagement, requiring flexibility to work varied schedules including evenings and weekends.

This full-time Senior Databricks Engineer role supports mission-critical Navy operations within a high-visibility government environment. The position bridges data engineering, solution architecture, and customer engagement, requiring the candidate to translate ambiguous requirements into production-ready solutions using Databricks, Qlik, Python, and SQL. Key responsibilities include leading the end-to-end solution lifecycle, designing data pipelines and models, and serving as the primary liaison between technical teams and government stakeholders. The role offers a fast-paced Agile setting with significant autonomy and the opportunity to work on complex data challenges in a collaborative, mission-driven culture. While onsite presence is preferred, remote flexibility is available for qualified candidates.

This senior-level Marine Structural Engineer role serves as a technical lead for waterfront infrastructure projects within Moffatt & Nichol's New York City office. The position focuses on developing design standards for marine structures, conducting complex structural analysis, and providing technical oversight to junior staff. Key responsibilities include collaborating with multidisciplinary teams, performing quality assurance reviews, and managing direct client interactions. The role appeals to professionals seeking to work for a globally recognized leader in port and coastal engineering. It offers a collaborative culture with extensive mentorship opportunities, comprehensive benefits including wellness programs and tuition reimbursement, and a hybrid work arrangement that is primarily office-based with occasional site visits and light travel.

This full-time licensed counselor role at Entune Behavioral Health supports individual, couples, and family therapy within a therapist-first environment in Glendale, Arizona. Key responsibilities include conducting comprehensive clinical assessments, developing treatment plans, and delivering evidence-based interventions while collaborating with an integrated care team. The position is appealing due to its structured support system that eliminates administrative burdens like billing and scheduling, allowing clinicians to focus entirely on patient care. Additional benefits include AI-assisted documentation tools, a dedicated caseload growth strategy, and a comprehensive benefit package covering licensure reimbursement and professional development. The role offers a collaborative culture with opportunities to mentor associate-level clinicians and work in a personalized workspace.

This full-time Manager role within EY's Platforms Practice leads the design and delivery of AI-driven distributed systems for ambitious global clients. The position involves translating complex business requirements into technical architectures, developing scalable user interfaces across web and mobile platforms, and guiding agile teams through the full software development lifecycle. Key responsibilities include managing project execution, mentoring engineers, and collaborating directly with clients to solve sophisticated data and analytics challenges. The opportunity appeals to those seeking a flexible hybrid work model with significant client-facing engagement, offering a diverse and inclusive culture where professionals can shape the future of intelligent digital platforms while developing future-focused skills.

The Proposal Manager role within WSP's Federal Programs business line supports senior leaders in securing contracts with major federal agencies. Key responsibilities include leading end-to-end proposal development, creating capture strategies, coaching presentation teams, and managing compliance for complex government pursuits. The position also involves maintaining business line collateral and fostering cross-regional collaboration to enhance market positioning. This opportunity appeals to professionals seeking a strategic environment with a focus on continuous improvement and professional growth within a global engineering firm. The role is based in preferred U.S. office locations such as Kansas City, Denver, or Washington, DC, with flexibility for remote work and occasional travel as needed.

The Accountant role within the Irvine Ranch Water District's Accounting Department serves as an entry-level professional position supporting a values-driven public agency. The incumbent performs analytical duties across diverse areas including general ledger management, grant subledger accounting, payroll processing, and financial reporting. Key responsibilities involve preparing journal entries, reconciling accounts, conducting audits, and ensuring compliance with GAAP and governmental standards. This position appeals to candidates seeking to contribute to a progressive organization with a reputation for leading-edge financial practices and environmental stewardship. The role offers opportunities for professional growth within a collaborative culture while providing the stability of working for an independent special district.

This full-time, remote Global Product Manager role focuses on the Molecular Diagnostics portfolio within Hygiena's food safety division. The position involves owning the multi-year product roadmap, defining go-to-market strategies, and leading cross-functional teams from concept through commercialization. Key responsibilities include translating market needs into product requirements, managing portfolio lifecycle decisions, and driving sales enablement and pricing strategies. The role appeals to candidates seeking to contribute to a mission-driven organization that prevents global health crises while offering a collaborative culture, opportunities for professional growth, and a comprehensive benefits package including tuition reimbursement and charitable matching.

The Emerging Store Manager role serves as a key leader within the retail pharmacy team, supporting the Store Manager in overseeing daily front-end and pharmacy operations. Key responsibilities include supervising customer service associates, managing inventory and cash handling, driving sales performance through data analysis, and leading recruitment and training efforts to build a high-performing team. This position offers a unique opportunity for professional growth by preparing individuals for future Store Manager promotions through a dedicated leadership development program. The role appeals to those seeking a dynamic environment with a focus on community engagement, customer experience, and operational excellence. The position requires a flexible schedule including evenings and weekends, with potential for relocation upon promotion.

The Affordable Housing Development Coordinator role supports MAAC's mission to maximize self-sufficiency by managing the full lifecycle of affordable housing projects from acquisition through construction completion. Key responsibilities include coordinating new construction and rehabilitation activities, supervising volunteer development teams, monitoring project budgets and schedules, and ensuring compliance with federal and state housing regulations. This position appeals to candidates seeking to make a tangible community impact within a values-driven nonprofit organization. The role offers opportunities for professional growth in real estate development and requires a valid driver's license for local travel and site visits.

The Chief of Staff role is a full-time veterinary leadership position within a hospital setting, combining clinical practice with administrative management. The incumbent spends approximately 70% to 80% of their time performing clinical duties such as diagnosing illnesses, performing surgeries, and delivering preventive care, while dedicating the remaining time to leading the team, mentoring associate veterinarians, and optimizing hospital operations. Key responsibilities include ensuring high-quality medical standards, managing staff schedules and development, and fostering a collaborative environment focused on exceptional client service. This position appeals to veterinarians seeking a role that balances hands-on patient care with the opportunity to shape hospital culture and drive business performance. The role requires flexibility to work weekends and evenings to meet client needs.

The Java Technical Development Lead role anchors a client-facing engagement for a major retail pharmacy in Chicago, combining hands-on development with leadership of an offshore engineering pod. The position involves designing and delivering full-stack solutions using Java, Spring Boot, and Angular across Azure cloud and in-store server environments. Key responsibilities include setting technical standards, managing the feature backlog, conducting code reviews, and serving as the primary technical liaison for client stakeholders. This opportunity appeals to seasoned engineers seeking to work on mission-critical systems within a global firm that fosters an ownership culture and offers professional growth. The role is hybrid, requiring on-site presence in Chicago up to four days per week.

The Senior Data Engineer role within Koch Industries' Data Management, Enablement and Transformation team focuses on designing and implementing robust data pipelines to support tax and finance initiatives. Key responsibilities include writing efficient SQL and Python code to optimize data flow, collaborating with architects on scalable solutions, and serving as a subject matter expert across cross-functional teams. The position emphasizes adherence to SDLC and Agile frameworks while ensuring data governance and security. This opportunity appeals to candidates seeking an entrepreneurial culture that values innovation and individual contribution, offering flexibility with onsite presence in Wichita, Plano, or Atlanta. The role provides a chance to work with modern cloud technologies and contribute to a global organization dedicated to creating value across diverse industries.