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)
Job Title: Director of Financial Planning
Reports To: Chief Operations Officer - FTA
Direct Reports: Financial planning employees
Salary Grade: N/A
SUMMARY
Supports advisors and serves clients by reviewing, analyzing, and preparing financial plans for clients. Responsibilities include data gathering, financial plan and other modelling, case design, scenario building, plan development, presentation development. Conducts research on financial planning topics and is responsible for improving financial planning process and educating other advisors. Responsible for regular client contact.
EDUCATION AND EXPERIENCE REQUIREMENTS
JOB FUNCTIONS
SUPERVISORY RESPONSIBILITY
This position manages employees and is responsible for the coaching, development, and performance management of those employees.
WORK ENVIRONMENT
FinTrust office location
POSITION TYPE
This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.
TRAVEL
This position requires up to 10-15% travel.
OTHER
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.
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0 Financial Planning and Analysis Director jobs found in Greenville, SC area