Estate Planning Director jobs in Youngstown, OH

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 of Financial Planning and Analysis
  • Sunbelt-Solomon Solutions
  • Sharon, PA FULL_TIME
  • The Director of Financial Planning and Analysis is responsible for working closely with senior management and functional leaders to plan, forecast, and analyze business performance. This individual guides the annual planning and budgeting processes, monthly and quarterly forecasting, key business metrics reporting and analysis, modeling and analytical support of growth and business improvement opportunities (e.g. capital expenditures, pricing, COGS, acquisition diligence). This role will heavily be involved with the development and preparation of board and investor presentations.


    • Conduct financial planning, analysis, and forecasting.
    • Create quarterly financial reforecast process including modeling and analysis.
    • Interpret results and develop financial models to identify opportunities and/or contingency plans.
    • Facilitate cross-functional coordination of budgeting, forecasting, reporting, and business performance improvement efforts.
    • Assist in the strategic planning process and long term financial, acquisition, and investment modeling.
    • Assist with preparation of Board reporting package, analysis of variance, identification of key drivers, outlook, and contingency scenarios.
    • Provide Functional/business analytics support.
    • Partner with functional leaders to develop meaningful monthly and annual business metrics, operational scorecards, reports, and decision support analysis.
    • Analyze COGS, pricing, inventory, product/category margin, capital expenditures, product mix, or other key business drivers to quantify projected impact or opportunities.
    • Conduct ROI analysis of marketing, product, cost savings, or promotion initiatives.
    • Conduct analysis and modeling of business development opportunities (e.g., acquisitions, new locations or remodels, partnerships, etc.).
    • Assist in the development of policies and processes for financial operations control and reporting in the area of cost control and capital investments, budgeting, financial planning and forecasting, etc.
    • Participate in system improvements including reporting tool development, data integrity, etc.
    • Assist leadership team with key business improvement or business development projects through effective project plan development, project management, research, problem solving and cross-functional coordination, and; other reasonable duties as may be assigned.
    • Bachelor's Degree in Business, Accounting, or Finance, required.
    • 5 years’ previous experience in FP&A or similar financial analysis.
    • 3 years previous supervisory experience required.
    • Strong communication, problem solving, and analytical skills required.
    • Ability to work independently and to adapt to a fast-changing environment.
    • Proficiency in Microsoft Office including Excel & Word.
    • Experience in a manufacturing environment is preferred.
    • Must have attention to detail with an eye for accuracy.
    • Ability to travel to other offices / sites as necessary.
    • Creative, professional, self-disciplined, and capable of identifying and completing critical tasks independently and with a sense of urgency.
  • 10 Days Ago

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Director of Financial Planning and Analysis
  • SUNBELT SOLOMON SERVICES, LLC
  • Sharon, PA FULL_TIME
  • The Director of Financial Planning and Analysis is responsible for working closely with senior management and functional leaders to plan, forecast, and analyze business performance. This individual gu...
  • 1 Month Ago

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Real estate assistant
  • TG Real Estate
  • Canfield, OH FULL_TIME
  • We’re looking for a driven and dedicated real estate administrative assistant to join our growing team. Your job will be to complete and file the appropriate paperwork for transactions, oversee import...
  • 3 Days Ago

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Real Estate Office Assistant
  • TG Real Estate
  • Canfield, OH FULL_TIME
  • We’re looking for a driven and dedicated real estate administrative assistant to join our growing team. Your job will be to complete and file the appropriate paperwork for transactions, oversee import...
  • 16 Days Ago

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Zillow Flex Real Estate Sales Specialist
  • TG Real Estate
  • Youngstown, OH FULL_TIME
  • Are you a committed real estate professional in search of a brokerage that stands by its commitments? Regardless of where you live in Ohio...Your search ends with TG Real Estate!In the dynamic realm o...
  • 10 Days Ago

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Service Coordinator 100003
  • RHM Real Estate Group
  • Youngstown, OH FULL_TIME
  • Service Coordinator Job Type Full-time, hourly nonexempt Full Job Description Service Coordinator RHM is a multifamily property management and real estate development company in Cleveland, Ohio, speci...
  • 19 Days Ago

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0 Estate Planning Director jobs found in Youngstown, OH area

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Marketing Director
  • Joe Mineo Creative
  • Youngstown, OH
  • Job Description Job Description Job Overview: Joe Mineo Creative is looking for an experienced and goal-orientated Marke...
  • 3/28/2024 12:00:00 AM

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Supervisor, Laboratory-Microbiology
  • Upmc - Pittsburgh Medical Center
  • New Castle, PA
  • Job Description UPMC Jameson is looking to add aMicrobiologyLaboratory Supervisorto join our growing leadership team! Th...
  • 3/28/2024 12:00:00 AM

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Director of Operations
  • The Judge Group
  • New Castle, PA
  • Job Description $200,000 - $230,000 + 25% bonus Position Title: Director of Operations Position Summary: We are looking ...
  • 3/28/2024 12:00:00 AM

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SUBSTANCE ABUSE COUNSELOR
  • Community Correction Association
  • Youngstown, OH
  • Job Description Job Description Job description Qualifications: A Licensed Chemical Dependency Counselor (L.C.D.C. III) ...
  • 3/28/2024 12:00:00 AM

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Mentor
  • Youngstown Lifeguard Academy
  • Youngstown, OH
  • Job Description Job Description The Mentor reports to the Executive Director or the designated appointee. Provides case ...
  • 3/27/2024 12:00:00 AM

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Executive Director
  • Brookdale Senior Living
  • Alliance, OH
  • Overview The qualified candidate must have a minimum of two years of management, staff recruitment/retention and sales e...
  • 3/26/2024 12:00:00 AM

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RECREATION MANAGER
  • Mill Creek Metro Parks
  • Youngstown, OH
  • Job Description Job Description Job Description Position Title Recreation Manager First Line Report PGA Golf and Recreat...
  • 3/25/2024 12:00:00 AM

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BEHAVIORAL HEALTH COUNSELOR
  • Community Correction Association
  • Youngstown, OH
  • Job Description Job Description OVERVIEW: The Behavioral Health Counselor is responsible for facilitating individual and...
  • 3/24/2024 12:00:00 AM

Youngstown is a city in and the county seat of Mahoning County in the U.S. state of Ohio, with small portions extending into Trumbull County. According to the 2010 Census, Youngstown had a city proper population of 66,982, while the Youngstown-Warren-Boardman, OH-PA Metropolitan Statistical Area it anchors contained 565,773 people in Mahoning and Trumbull counties in Ohio, and Mercer County in Pennsylvania. Youngstown is located on the Mahoning River, approximately 65 miles (105 km) southeast of Cleveland and 61 miles (100 km) northwest of Pittsburgh. Despite having its own media market, Young...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$121,880 to $181,266
Youngstown, Ohio area prices
were up 1.3% from a year ago

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