Estate Planning Director jobs in Birmingham, AL

Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)

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Director - Financial Planning and Analysis
  • South Division Corporate
  • Birmingham, AL FULL_TIME
  • Job ID: 494565


    CRH's Americas Materials, a division of CRH, is the leading vertically integrated supplier of aggregates, cement, asphalt, readymixed concrete and paving and construction services in North America. Our operations span North America with 24,100 employees at close to 1,300 locations in 44 US States and 6 Canadian provinces.


    CRH Americas Materials is a leading global supplier of aggregates, asphalt, ready-mixed concrete, and paving and construction services. Our focus is to provide quality products and reliable customer service with a safety-first mindset. We consider our employees our greatest strength and we make it our priority to invest in their development and well-being.


    Position Overview


    Reporting to the South Division CFO of Americas Materials South Division, the Director of Financial Planning and Analysis provides finance leadership, works closely with senior management, and is part of the Division Finance Leadership Team. Responsibilities include oversight of financial systems and procedures including budgeting, forecasting, strategic planning, and implementation of policies and practices in a rapidly growing market.


    Roles and Responsibilities


    • Works closely with Division President, CFO and other senior members of management on financial planning, corporate vision, and strategic planning.

    • Provide strategic financial leadership and support for the evaluation of capital expenditures, contracts, forecasts, budgets, strategic plans, and other financial issues affecting the business.

    • Prepares operating budgets and management reports; makes independent economic analyses of business opportunities; and evaluates the financial impact of related actions being considered by the corporation.

    • Organizes, interprets, and presents operating and financial data, including identification of significant indicators to senior management.

    • Ensures that effective corporate and operational systems are established and maintained.

    • Recommend and lead new efforts to improve management and financial performance.

    • Ensure that adequate controls are implemented and maintained to safeguard financial risk and assets of the organization. Ensures that effective corporate and operational systems are established and maintained.

    • Ensure the motivation and team building, performance management, career development, and succession planning for all department employees.

    • Stay abreast of trends and regulations to ensure effectiveness and compliance of the finance and accounting functions. Assist in performing all tasks necessary to achieve and help execute staff succession and growth plans.


    Qualifications


    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.


    Education / Experience


    • BS degree in Accounting, Finance or Business, plus 5 or more years of relevant financial management experience. CPA and/or MBA preferred but not required.

    • Proven ability to develop relationships and to work with teams as both a leader and a participant.

    • Strong financial analysis capabilities, including cash flow modeling and analysis.

    • Skill in examining and establishing proper financial operations and procedures.

    • Ability to effectively communicate with all levels of the organization.

    • Strategic leadership and ability to connect with people and drive development.

    • Ability to translate business objectives into actionable, measurable initiatives.

    • Excellent problem-solving skills.


    Work Requirements


    • Strict adherence to safety requirements and procedures as outlined in the Employee Handbook.

    • Willingness to work in a team environment and assist co-workers or supervisors with other duties as required.

    • Excellent troubleshooting skills and the ability to communicate problems clearly and concisely by collecting data, establishing facts, and drawing valid conclusions. Ability to interpret and follow an extensive variety of technical instructions.


    Knowledge/Skill Requirements


    • Must demonstrate the ability to use a computer to communicate and analyze data. This includes but is not limited to the use of Outlook, MS Office programs, Hyperion financial software and other web-based programs.

    • Strong values and high standards of ethics, integrity, and trust.

    • Ability to understand and follow complex verbal and written instructions.

    • Ability to communicate effectively and work well with other personnel.

    • Ability to develop and foster relationships and trust at all levels of the organization.

    • The ability to lead effective teams and develop direct reports.

    • Strong financial, analytical, and problem-solving skills.

    • Strong negotiation and project management skills.

    • Business acumen in manufacturing, distribution and/or construction operations.

    • Strong action orientation and drive for results.

    • Strong oral/written communication, presentation and listening skills.

    • The ability to deal with ambiguity and facilitate change.


    What CRH Offers You


    • Highly competitive base pay
    • Comprehensive medical, dental and disability benefits programs
    • Group retirement savings program
    • Health and wellness programs
    • A diverse and inclusive culture that values opportunity for growth, development, and internal promotion

    About CRH


    CRH has a long and proud heritage. We are a collection of hundreds of family businesses, regional companies and large enterprises that together form the CRH family. CRH operates in a decentralized, diversified structure that allows you to work in a small company environment while having the career opportunities of large international organization.


    If you’re up for a rewarding challenge, we invite you to take the first step and apply today! Once you click apply now, you will be brought to our official employment application. Please complete your online profile and it will be sent to the hiring manager. Our system allows you to view and track your status 24 hours a day. Thank you for your interest!


    Preferred Materials, Inc., a CRH Company, is an Affirmative Action and Equal Opportunity Employer.


    EOE/Vet/Disability-If you want to know more, please click on this link.

  • 10 Days Ago

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Director - Head of Planning
  • AECOM
  • Cardiff, AL FULL_TIME
  • Company DescriptionAt AECOM, we’re delivering a better world.We believe infrastructure creates opportunity for everyone. Whether it’s improving your commute, keeping the lights on, providing access to...
  • 27 Days Ago

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Supervisory Program Analyst (Director, Policy, Planning, Quality and Analysis) MSP, 12-Month Roster
  • Internal Revenue Service
  • Birmingham, AL FULL_TIME
  • Click on "Learn more about this agency" button below to view Eligibilities being considered and other IMPORTANT information. WHERE CAN I FIND OUT MORE ABOUT OTHER IRS CAREERS? Visit us on the web at w...
  • 10 Days Ago

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Paralegal/Legal Assistant
  • Eastwood Estate & Probate Law
  • Birmingham, AL FULL_TIME
  • Legal Assistant, Beginning Immediately Eastwood Estate & Probate Law, located in downtown Birmingham, seeks detail-oriented Legal Assistant for position beginning immediately. Ideal candidate is a qui...
  • 19 Days Ago

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Long Term Care Planner
  • Miller Estate & Elder Law
  • Anniston, AL FULL_TIME
  • Our growing team is looking to add a motivated & passionate individual to do long-term care planning for our amazing clients and community.This position works closely with other key staff for the faci...
  • 1 Day Ago

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Maintenance Technician
  • Coastal Ridge Real Estate
  • Birmingham, AL FULL_TIME
  • What You’ll Do: As a Maintenance Technician, you’ll serve our residents by ensuring the proper maintenance and upkeep of the property. You’ll perform a variety of maintenance tasks to maintain and enh...
  • 27 Days Ago

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0 Estate Planning Director jobs found in Birmingham, AL area

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Dental Hygiene Program Director
  • Fortis Institute Birmingham
  • Birmingham, AL
  • Summary: The Program Director of Dental Hygiene serves as the chief academic leader and administrator of the program. Re...
  • 4/24/2024 12:00:00 AM

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Alabama Market President
  • Citizens Trust Bank
  • Birmingham, AL
  • Job Description Job Description:\n\nCelebrating over 100 years in the community, Citizens Trust Bank remains committed t...
  • 4/24/2024 12:00:00 AM

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Regional Director Of Hotel Operations
  • Superior Talent Source
  • Birmingham, AL
  • Job Description Job Description We are seeking a dynamic and experienced Regional Director of Operations to help lead th...
  • 4/23/2024 12:00:00 AM

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Project Executive - Industrial - Southeast
  • Clayco
  • Birmingham, AL
  • About Us: Clayco is a full-service, turnkey real estate development, master planning, architecture, engineering and cons...
  • 4/22/2024 12:00:00 AM

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Supervisor - Pro-Fee Surgery Coding Department - Remote
  • Guidehouse
  • Birmingham, AL
  • Job Family: General Coding Travel Required: None Clearance Required: None The Surgery Coding Department Supervisor will ...
  • 4/22/2024 12:00:00 AM

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Alabama Market President - Birmingham, AL
  • Citizens Trust Bank
  • Birmingham, AL
  • Job Description Job Description:\n\n We’re Hiring! Alabama Market President – Birmingham, AL Celebrating over 100 years ...
  • 4/22/2024 12:00:00 AM

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School Bus Operations Coordinator
  • Birmingham City Schools
  • Birmingham, AL
  • Classified - Position - Central Office - Building Coordinator / Security Job Number 2300272904 Start Date Open Date 07/1...
  • 4/21/2024 12:00:00 AM

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Senior Manager- Real Estate
  • Hibbett
  • Birmingham, AL
  • ***Position can sit remotely in Arizona, San Diego and Los Angeles*** SUMMARY The Manager, Real Estate is responsible fo...
  • 4/20/2024 12:00:00 AM

Birmingham (/ˈbɜːrmɪŋhæm/ BUR-ming-ham) is a city located in the north central region of the U.S. state of Alabama. With an estimated 2017 population of 210,710, it is the most populous city in Alabama. Birmingham is the seat of Jefferson County, Alabama's most populous and fifth largest county. As of 2017, the Birmingham-Hoover Metropolitan Statistical Area had a population of 1,149,807, making it the most populous in Alabama and 49th-most populous in the United States. Birmingham serves as an important regional hub and is associated with the Deep South, Piedmont, and Appalachian regions ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$121,116 to $180,134
Birmingham, Alabama area prices
were up 1.3% from a year ago

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