Financial Planning and Analysis Director jobs in Pensacola, FL

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)

Recently Added Financial Planning and Analysis Director jobs

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Financial Planning Consultant
  • Raymond James Financial, Inc.
  • Destin, FL FULL_TIME
  • Financial Planning Consultant-2303053

    Description

    Job Summary:

    Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. Continuously gains knowledge of the financial industry and markets through on-going education.

    Essential Duties and Responsibilities:

    • Partners with Financial Advisor to review clients’ current portfolio design, understand client goals, enter client data, and conduct financial analysis.
    • Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
    • Researches and provides recommendations related to risk management concerns, including insurance.
    • Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals.
    • Prepares presentations that clearly communicate the recommendations and alternatives related to the client’s financial analysis and comprehensive plan design.
    • Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan
    • Researches information as necessary on a case-by-case basis and writes customized financial plan observations and recommendations for each client case
    • Prepares files for meetings with existing and new clients
    • Prepares, coordinates and follows through on any needed communication with new or existing clients
    • Continuously monitors clients’ financial situations with detail and accuracy, with the ability to the look at their overall financial picture
    • Responds to client questions by telephone, email and occasional personal visits.
    • Educates client on the functions of various securities markets and the principal factors that affect them.
    • Provides guidance on estate planning options and techniques.
    • Responds to and directs education funding questions including 529 savings plans.
    • Assists with guidance on small business planning.
    • Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.
    • May participate in client presentations.
    • May open, transfer, and close customer accounts and maintain appropriate account records.
    • May obtain and verify the client’s purchase and sale instructions, enter orders, and follow up on completion of transactions.
    • Ensures firm and regulatory policies are followed within compliance standards
    • Perform other duties and responsibilities as assigned.


    Qualifications

    Qualifications:

    • Fundamental investment concepts, practices and procedures used in the securities industry
    • Economic and accounting principles and practices, the financial markets, investments and insurance based products.
    • Concepts and regulations related to financial planning.
    • Company’s working structure, policies, mission, strategies, and compliance guidelines.
    • Effective verbal and written communication to deliver clear, effective, and professional presentations.
    • Identifying the needs of customers through effective questioning and listening techniques
    • Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
    • Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
    • Detailed orientation to ensure quality standards are met without impairing workflow.
    • Following-up to ensure resolution and completion of tasks.
    • Incorporate the financial needs and goals of a client into a succinct, professional presentation outlining their options.
    • Read and interpret technical and legal documents, and apply the information as appropriate.
    • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions and changing priorities
    • Use oral and written communication skills sufficient enough to interact effectively with and guide clients on various planning options.
    • Continuously learn investment products, industry rules and regulations, and financial planning.
    • Provide a high level of customer service in a calm, courteous and professional manner.
    • Establish and maintain effective working relationships at all levels of the organization.with clients.
    • Work independently as well as collaboratively within a team environment.
    • Analyze daily activity reports for sales practice, suitability and performance issues

    Educational/Previous Experience Requirements:

    • Bachelor’s Degree (B.A.) in related field with a minimum of two (2) years of experience in the financial, retirement and estate planning field or in marketing these services.
    ~or~
    • Any equivalent combination of experience, education, and/or training as approved by Human Resources.

    Licenses/Certifications:

    • SIE required provided that an exemption or grandfathering cannot be applied.
    • Series 7.
    • Series 63, 65 and/or 66 as required by state.
    • Registered Paraplanner designation or the ability to obtain within two (2) to five (5) years of hire.

    Raymond James Guiding Behaviors
    At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

    We expect our associates at all levels to:
    • Grow professionally and inspire others to do the same
    • Work with and through others to achieve desired outcomes
    • Make prompt, pragmatic choices and act with the client in mind
    • Take ownership and hold themselves and others accountable for delivering results that matter
    • Contribute to the continuous evolution of the firm
    At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
    Job Administrative & Support Services
    Primary Location US-FL-Destin-Destin
    Organization Eastern
    Schedule Full-time
    Shift Day Job
    Travel Yes, 5 % of the Time

    Thank You
  • 13 Days Ago
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Financial Analysis Manager
  • Cox Communications
  • Pensacola, FL FULL_TIME
  • Hybrid Planning/Data Analytics role reporting into the Planning COE. This leader will support Human Resources and will be responsible for directing and performing financial analysis and reporting acti...
  • 9 Days Ago
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Executive Director - Financial Operations
  • Baptist Health Care
  • Pensacola, FL FULL_TIME
  • Job DescriptionThe Executive Director - Finance provides management with key strategic information on assigned business segments. This position develops a thorough knowledge of Allscripts SFM/SCM/CPM,...
  • 1 Month Ago
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V
Voya Financial Advisor Pensacola
  • Voya Financial
  • Pensacola, FL FULL_TIME
  • Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greate...
  • 1 Day Ago
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Director of Case Design - Financial Firm - Pensacola, FL
  • Advisor Employee Services
  • Pensacola, FL FULL_TIME
  • Director of Case Design Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful company? SWAN Capital, in Pensacola, FL...
  • 18 Days Ago
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Financial Professional
  • Global Financial Impact
  • Panama, FL FULL_TIME
  • Job brief The position is fully remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an ...
  • 22 Days Ago
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RN Clinical Manager, Home Health
  • Humana
  • Pensacola, FL
  • Become a part of our caring community and help us put health first The Clinical Manager coordinates and oversees all dir...
  • 4/24/2024 12:00:00 AM
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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Pensacola, FL
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM
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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Pensacola, FL
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 4/21/2024 12:00:00 AM
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Supervisory Internal Revenue Agent (12 month roster) AMENDED
  • Department Of The Treasury
  • Pensacola, FL
  • Duties WHAT IS THE LBI - LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at:...
  • 4/21/2024 12:00:00 AM
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Financial Analyst - Junior - AFRL
  • Astrion
  • Eglin Afb, FL
  • Overview: Financial Analyst - Junior - AFRL Be the Difference Astrion offers comprehensive services that boost preparedn...
  • 4/21/2024 12:00:00 AM
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Financial Manager - Junior - AFRL
  • Astrion
  • Eglin Afb, FL
  • Overview: Financial Manager - Junior - AFRL Be the Difference Astrion offers comprehensive services that boost preparedn...
  • 4/21/2024 12:00:00 AM
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Vice President of Finance Controller
  • Gulf Winds Credit Union
  • Pensacola, FL
  • **To apply for this position, please visit this link Gulf Winds Credit Union - Vice President of Finance/Controller - D....
  • 4/20/2024 12:00:00 AM
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Controller - Regional Restaurant Group
  • EHS RECRUITING COMPANY
  • Loxley, AL
  • Job Description Job Description **Lead Our Financial Success! Controller/CFO Wanted** Are you a financial wizard with a ...
  • 4/20/2024 12:00:00 AM
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About Pensacola, Florida

Pensacola (/ˌpɛnsəˈkoʊlə/) is the westernmost city in the Florida Panhandle, approximately 13 miles (21 km) from the border with Alabama, and the county seat of Escambia County, in the U.S. state of Florida. As of the 2010 census, the city had a total population of 51,923, down from 56,255 at the 2000 census. Pensacola is the principal city of the Pensacola metropolitan area, which had an estimated 461,227 residents in 2012. Pensacola is a sea port on Pensacola Bay, which is protected by the barrier island of Santa Rosa and connects to the Gulf of Mexico. A large United States Naval Air Statio...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Planning and Analysis Director jobs
$169,013 to $249,960
Pensacola, Florida area prices
were up 1.5% from a year ago
View detail

What does a Financial Planning and Analysis Director do?

Financial Planning and Analysis Director in Columbus, MS
If finance tries to meet every demand, including those that add little value, the quality of the analysis will suffer and strain limited resources.
December 12, 2019
Financial Planning and Analysis Director in Pocatello, ID
Generally speaking, the FP&A manager will be in charge of the processes that support an organization’s business health and strategy, and ensure basic financial survival.
February 10, 2020
Financial Planning and Analysis Director in Syracuse, NY
In other words, FP&A is about anticipation – making sure you get answers to questions that link planning and analysis to choices and strategic business decisions.
February 04, 2020