Financial Planning and Analysis

• Provide distinctive service to clients and prospects in person and over the telephone
• Respond to client inquiries and resolve client issues
• Support the three-ring standard for answering phones
• Greet and acknowledge clients entering the office
• Assist with deposits, withdrawals, payments, balances, and office capture duties
• Follow check-cashing, Reg. CC, and new-account-opening guidelines
• Ensure compliance with firm policies, procedures, federal regulations, and state laws
• Open new accounts and process paperwork, verify client credentials, and obtain supporting documentation
• Provide general account support, including maintenance, instant-issue debit cards, safe deposit boxes, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest-rate inquiries, and ATM inquiries
• Prioritize and make on-the-spot decisions while balancing client satisfaction with firm exposure to loss or fraud
• Monitor and manage required reports
• Provide operational support to the Office Leader
• Address clients’ business and personal financial needs and refer them to Trust, Investments, Insurance, Treasury Management, and other specialty areas
• Assist team members to ensure distinctive service
• Perform other related duties as assigned

Financial Specialist

• Support Guidehouse's Financial Management practice and Department of War clients
• Support initiatives that transform core financial management functions and operations
• Optimize technical data structures and automations by transforming business processes
• Enhance the efficiency of technical data operations
• Leverage technology solutions to deliver actionable insights
• Enhance operational efficiency and enable auditability
• Modernize financial processes in alignment with federal standards

Financial Management Transformation Developer

• Support Department of War clients through initiatives that transform core financial management functions and operations
• Optimize technical data structures and automations by transforming business processes
• Enhance the efficiency of technical data operations
• Leverage technology solutions to deliver actionable insights
• Enhance operational efficiency and enable auditability
• Modernize financial processes in alignment with federal standards
• Drive finance and accounting excellence within Guidehouse’s Financial Management practice

Financial Management Transformation Analyst

• Lead budgeting, forecasting, and long-range financial planning for assigned areas of the business
• Develop financial models and analyze financial and operational data to identify trends, risks, opportunities, and business drivers
• Partner with business and operational leaders to improve financial performance and support strategic decision-making
• Analyze project and service economics, including revenue, profitability, utilization, capacity, margins, and resource requirements
• Evaluate pricing, project structures, investments, and workforce decisions from a financial perspective
• Provide visibility into professional services performance and identify opportunities to improve profitability and resource utilization
• Serve as a trusted financial advisor to senior leaders, challenging assumptions and translating complex analysis into clear recommendations
• Support strategic planning across multiple geographies and business units
• Develop executive-level reporting and presentations that communicate financial performance and recommendations
• Partner with global finance and business teams, including offshore and shared-services organizations
• Identify opportunities to improve financial processes, reporting, data quality, and decision-making

Director, FP&A – Professional Services

• Lead Merchandise Finance in a high-visibility role reporting directly to the CFO
• Partner with the Chief Merchandising Officer, Chief Growth Officer, and Chief Operating Officer
• Design, build, and execute Spreetail’s retail merchandise plan
• Own FP&A for Merchandise/Retail, Channels & Business Development, and Marketing
• Track weekly performance against plan and hold teams accountable to results
• Identify key KPIs and build reporting that surfaces business drivers and trends
• Drive measurable business actions from financial insights
• Build, develop, and motivate a team of approximately five FP&A managers and analysts
• Scale the team’s processes and tools as the business grows
• Use SQL to pull and structure analyses
• Work directly in financial models, data, and presentations as needed

Senior Director, Retail FP&A

• Initiate and maintain commercial relationships with Philips and healthcare providers across the South Territory
• Develop financing opportunities aligned with PMC strategy and sales plans
• Support customers and sales teams in structuring practical, value-driven financing solutions
• Contribute to lease penetration, new business volume, and vendor/partner profitability
• Execute financing support for customers and sales teams across the South Territory
• Explain financing options, deal considerations, and practical next steps
• Execute standardized agreements while customizing, negotiating, and making decisions within defined guidelines
• Participate in sales planning and opportunity discussions with the Philips Ultrasound Sales Team
• Collaborate with adjacent teams, Philips stakeholders, dealers, partners, healthcare providers, and internal experts
• Resolve moderately complex sales and financing questions
• Deliver assigned work with accountability for quality, timeliness, and follow-through
• Guide or train more junior colleagues on routine tasks

• Own the consolidated monthly and quarterly P&L close process for FP&A, including forecasting, variance analysis, and explanatory narrative
• Run the annual budgeting cycle from bottoms-up build through executive review
• Build management and Board-level reporting, including Board decks, quarterly outlooks, and investor-conversation analysis
• Apply AI and workflow automation to FP&A processes, replacing manual reporting and reconciliation work
• Collaborate across Business Finance, Strategic Finance, Accounting, and Business Analytics to maintain a consistent view of the numbers
• Lead ad hoc analyses and scenario modeling for the CFO and leadership team
• Partner with Revenue Forecasting and serve as backup for revenue and funnel forecasting, including weekly outlook and revenue flash

Corporate FP&A Manager

• Serve as a strategic finance partner for 3E’s Commercial organization
• Translate financial and Commercial performance into forward-looking insights and recommendations
• Build financial models connecting Commercial KPIs to ACV and revenue forecasts
• Lead financial analysis for high-visibility initiatives using scenario analysis and cost-benefit modeling
• Own the bookings and ACV forecast bridge, reconciling Salesforce pipeline forecasts to finance forecasts
• Provide visibility from bookings to ACV to recognized revenue, including signed-not-live business
• Develop NRR and GRR analytics covering churn, downsell, price realization, and regional cohorts
• Develop unit economics including CAC, CAC payback, segment and channel performance, and cost-to-serve
• Model sales compensation and quota economics, including plan design, quota capacity, attainment, commission accruals, and sensitivity analysis
• Partner with Sales Operations on annual planning and assessment of financial impact
• Lead and improve monthly close, Commercial reforecasting, and annual budgeting
• Design scalable reporting, forecasting, and analytical frameworks
• Apply AI-driven insights to improve predictability and identify tactical opportunities
• Partner with Accounting, FP&A leadership, Sales Operations, vendors, and technology teams
• Help develop and configure the order-to-cash technology stack

Senior Manager, Commercial FP&A

• Lead development and tracking of annual capital, Non-Billable Investment (NBI), and overhead budgets
• Prepare and maintain budget information for capital, NBI, and overhead investments
• Support business case development for inventory-related investment requests
• Incorporate inventory build impacts into financial plans and forecasts
• Participate in Long-Range Planning (LRP), including development and maintenance of the Annual Operating Plan (AOP)
• Support financial planning, forecasting, market analysis, growth analysis, and Risk and Opportunity assessments with cross-functional organizations
• Perform financial analysis and variance analysis
• Research and resolve financial data inconsistencies and reporting issues
• Use Analysis for Office (AO), Microsoft Excel, and applicable business systems to analyze financial data and prepare reports
• Support financial reporting and forecasting according to established schedules
• Prepare financial information and analysis for management review
• Coordinate with FP&A Analysts, Business Managers, and functional organizations to obtain, validate, and reconcile financial information
• Update financial plans and forecasts based on program, business, or investment requirement changes
• Prepare financial presentations, reports, and supporting documentation for management

Financial Planning and Analysis Manager

• Manage the CIWS financial planning and analysis, Annual Operating Plan (AOP), Long Range Plan (LRP), investments, program controls, and related portfolio strategies
• Lead a team of five finance professionals
• Provide financial oversight of the CIWS portfolio across development, production, and sustainment contracts
• Interact proactively with Program Managers, Contracts, Requirements & Capabilities, Supply Chain, and other functions
• Ensure compliance with Estimates at Complete (EACs) and monthly LREs
• Provide recommendations to ensure FP&A commitments are met or exceeded
• Oversee overhead and new business investment
• Support Program Area Reviews, proposals, strategy updates, and ad hoc analysis
• Collaborate with the CIWS program director, program managers, and cross-functional teams
• Present frequently to NSS, NP leadership, and Raytheon leadership

Financial Planning and Analysis jobs in Alabama

Financial Specialist

Financial Management Transformation Developer

Financial Management Transformation Analyst

Director, FP&A – Professional Services

Senior Director, Retail FP&A

Financial Specialist

Corporate FP&A Manager

Senior Manager, Commercial FP&A

Financial Planning and Analysis Manager

Senior Finance Manager