Financial Planning and Analysis Director jobs in Tucson, AZ
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
Financial Planning Counselor
- MKS2 Technologies
-
Fort Huachuca, AZ
FULL_TIME
-
Financial Planning CounselorThe SFL-TAP Financial Planning Counselor is the SFL-TAP Center’s principal provider of financial planning to transitioning Service Members and their Family Members. The specific duties of the SFL-TAP Financial Planning Counselor include but are not limited to:
- Provide financial planning workshops and individual financial counseling to meet the needs of transitioning Soldiers and Family Members prior to their separation from the Active Army or Reserve Components. Provide information on banking, debt management, health care, college saving plans, home ownership, budgeting, use of credit, insurance, investing, tax and estate planning, and other matters that impact the financial readiness of transitioning Soldiers/Families.
- Conduct 6-hour financial planning workshops using existing curriculum to groups of approximately 50 Soldiers and Family Members in connection with mandatory SFL-TAP VOW/CRS activities which includes a budget. Coordinate use of classroom, set-up of classroom, and provision of training materials,
- Regularly provide follow-up one-on-one financial counseling to approximately 30% of transitioners who request. During financial counseling, address the specific needs and interests of Soldiers and Family Members, including the evaluation of individual or family income and expenditures and recommendations for short- and long-term actions to achieve financial goals. Assist clients in managing complex financial issues, e.g., relocation, asset allocation, transition/retirement, eviction, garnishment, repossession, etc., and coordinate solutions with applicable military and civilian agencies.
- Prepare monthly reports describing all financial planning activities and record the number of transitioning Soldiers and Family Members attending workshops and individual sessions. Participate in workgroups with other financial planners.
- Assist CIM with delivering Commanders reports and notifying clients of eligibility to begin services while also notifying clients of missed requirements for VOW/CRS. Other duties: complete all mandatory Government training; safeguard PII; file records according to ARIMS; upload information into iPERMS (after training received from Govt); participate in sustainment training events as offered. Participate in marketing activities and employment events as directed by the CIM.
Education and Experience:
Baccalaureate degree from an accredited college/university or a combination of education and experiences amounting to 1,000 hours of experience in financial counseling which qualify the applicant for employment as a personal financial counselor.
Applicants are PREFERRED to possess and maintain a nationally recognized and accredited Financial Counselor certification in accordance with DoDI 1342.22, or provide evidence of passing the examination requirements for accredited financial counselor certification within 6 months of employment. Other required experience includes: ability to manage client caseload, conducting group financial planning workshops and one-on-one financial counseling either face-to-face or virtually, generating training materials, maintains intensive problem solving skills, conducting individual budget preparation work, as well as the ability to schedule, coordinate, and set-up classroom including audio-visual requirements. Reports to CIM.
**Applicants must be U.S. Citizens and successfully undergo a background investigation (National Agency Check Investigation.MKS2 Technologies, LLC, an award-winning high growth small business, creates innovative and customer-centric technology solutions in the areas of Cyber Security, Instructional Design and Training, Software Engineering and IT Support Services to improve the security and well-being of our clients. Our commitment to excellence and our “Mission First” orientation has resulted in steady growth and an expanding client base across government agencies. Headquartered in Austin, TX we have employees nationwide and for the past three consecutive years were named one of the fastest growing Veteran-owned companies in the nation. Please take a moment to browse through our website and learn more about what it means to serve with MKS2.Diversity creates a healthier atmosphere: MKS2 Technologies is proud to be an Equal Employment Opportunity / Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
- 10 Days Ago
5534 - Financial Analyst l (Departmental Analysis Division)
- Pima County
-
Tucson, AZ
FULL_TIME
- OPEN UNTIL FILLEDSalary Grade: 11REVISED – The hiring salary range of this position has changed, but the minimum has not. The Pima County Department of Finance and Risk Management is seeking a dynamic...
- 16 Days Ago
5413 - Financial Analyst ll - Central Services (Departmental Analysis Division)
- Pima County
-
Tucson, AZ
FULL_TIME
- OPEN UNTIL FILLEDSalary Grade: 13 This position is located in the Departmental Analysis Division of the Department of Finance and Risk Management. The successful candidate will be responsible for assi...
- 15 Days Ago
Patient Financial Services Director
- Clinical Management Consultants
-
Tucson, AZ
FULL_TIME
- An exciting healthcare finance leadership role is immediately available in the beautiful desert of Southern Arizona! Come and join this outstanding hospital leadership team in the role of Patient Fina...
- 7 Days Ago
Patient Financial Services Director
- Clinical Management Consultants
-
Tucson, AZ
FULL_TIME
- An exciting healthcare finance leadership role is immediately available in the beautiful desert of Southern Arizona! Come and join this outstanding hospital leadership team in the role of Patient Fina...
- 7 Days Ago
Limited Term Adjunct Lecturer – Personal and Family Financial Planning
- University of Arizona
-
Tucson, AZ
FULL_TIME
- Posting Number req18196 Department School of Human Ecology-INS Department Website Link https://norton.arizona.edu/ Medical Sub-Speciality Location Main Campus Address Tucson, AZ USA Position Highlight...
- 1 Month Ago
Filters
- Current Active Filter
- Tucson, AZ
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Financial Planning and Analysis Director jobs found in Tucson, AZ area
Financial Director
- Tucson Residence Foundation
-
Tucson, AZ
- Tucson Residence Foundation Dedicated to dignity, inclusion and is driven by the belief that everyone, regardless of the...
- 4/25/2024 12:00:00 AM
Controller
- R. E. Darling Co., Inc.
-
Tucson, AZ
- This position will require access to ITAR and/or EAR controlled technical data, technology or source code, and requires ...
- 4/25/2024 12:00:00 AM
Chief Financial Officer - Carondelet St. Mary's Hospital, Tucson, AZ and Carondelet Holy Cross Hospi
- Tenet Healthcare Corporation
-
Tucson, AZ
- POSITION SUMMARY The Chief Financial Officer has responsibility for safeguarding the facility assets and ensuring the fi...
- 4/24/2024 12:00:00 AM
Director Clinical Resources / Director Supply Chain
- Bey
-
Tucson, AZ
- Job Description Job Description Job DescriptionRN Director Clinical Resources / Director Supply ChainLocation: Tucson, A...
- 4/24/2024 12:00:00 AM
Investor Relations
- Mister Car Wash Inc.
-
Tucson, AZ
- Mister Car Wash is rewriting the rules of the car wash industry. Headquartered in Tucson, Arizona, we are the nation's l...
- 4/24/2024 12:00:00 AM
Senior Accountant
- Helping Ourselves Pursue Enrichment Inc. (HOPE)
-
Tucson, AZ
- Job Description Job Description Summary Reporting to the Chief Financial Officer (CFO), the Accountant II is responsible...
- 4/23/2024 12:00:00 AM
Sr. Director Finance - Resource Industries Operations & Products
- Caterpillar Brazil
-
Tucson, AZ
- Sr. Director Finance - Resource Industries Operations & Products page is loaded Sr. Director Finance - Resource Industri...
- 4/23/2024 12:00:00 AM
Financial Director
- Tucson Residence Foundation
-
Tucson, AZ
- Tucson Residence Foundation Dedicated to dignity, inclusion and is driven by the belief that everyone, regardless of the...
- 4/22/2024 12:00:00 AM
About Tucson, Arizona
Tucson (/ˈtuːsɒn, tuːˈsɒn/) is a city and the county seat of Pima County, Arizona, United States, and home to the University of Arizona. The 2010 United States Census put the population at 520,116, while the 2015 estimated population of the entire Tucson metropolitan statistical area (MSA) was 980,263. The Tucson MSA forms part of the larger Tucson-Nogales combined statistical area (CSA), with a total population of 1,010,025 as of the 2010 Census. Tucson is the second-largest populated city in Arizona behind Phoenix, both of which anchor the Arizona Sun Corridor. The city is 108 miles (174 km)...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Planning and Analysis Director jobs
$177,034 to $261,823
Tucson, Arizona area prices
were up 2.5% from a year ago
were up 2.5% from a year ago
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