Financial Planning and Analysis Director leads the budgeting, forecasting, long-term planning, implementation, and business strategic analysis of the financial team. Conducts financial analysis, modeling, forecasting and reporting efforts to ensure efficient financial operations. Being a Financial Planning and Analysis Director reviews analysis results, develops insightful suggestions for investment, sourcing, cost reduction and leads strategic business decisions. Requires a bachelor's degree. Additionally, Financial Planning and Analysis Director typically reports to top management or CFO. The Financial Planning and Analysis 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 a Financial Planning and Analysis Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
People Architects is partnering with a trusted client Oaktree Holdings to assist in the identification and hiring of a Financial Planning Associate to join their team.
This role provides technical and client service support to Financial Planning Advisors, housed in a single-family office, who serve a high-net-worth family comprised of multiple generations.
Essential Duties:
Specialized Knowledge/Skills:
Experience/Educational Requirements:
Work Environment: Full time position in Family office environment based out of Valley City near Cleveland, Ohio. Currently working 1 day in office and 4 days remote.
Clear All
0 Financial Planning and Analysis Director jobs found in Elyria, OH area