Financial Planning and Analysis

• Prepare standard financial reports and metrics using provided tools and guidance
• Extract data from SAP, Analysis for Office, and related systems
• Support reconciliations, variance explanations, and routine finance tasks
• Perform data validation for month-end, quarter-end, and year-end cycles
• Assist with creating and maintaining spreadsheets, charts, and presentations
• Collaborate across Program Management, Engineering, Operations, Supply Chain, and Contracts to support financial excellence and disciplined execution

Finance Analyst II

• Serve in senior leadership-level interim roles for clients
• Lead client finance and accounting functions, aligning financial strategy with business priorities and value creation initiatives
• Oversee accounting operations, including general ledger management, month-end and year-end close, reconciliations, and financial statement preparation
• Ensure accuracy and integrity of balance sheet, income statement, and cash flow reporting
• Maintain and enhance internal controls, accounting policies, and standardized procedures
• Oversee cash management, treasury, working capital, and cash flow forecasting
• Guide capital allocation and investment decisions
• Oversee annual audits and coordinate with external auditors, tax advisors, and banking partners
• Manage lender reporting and covenant compliance
• Drive process improvements to increase efficiency, strengthen financial accuracy, and reduce close cycles
• Lead budgeting, forecasting, long-term financial planning, and variance analysis with executive leadership and operations
• Provide strategic financial insights and recommendations to improve performance, manage risk, and support growth
• Mentor and develop finance and accounting teams
• Serve as a key financial partner to private equity sponsors and portfolio company leadership, communicating performance, priorities, and progress against value creation plans

In-seat CFO

• Analyze financial results, operational metrics, and business performance data to support organizational goals
• Prepare and maintain financial models, dashboards, and reporting tools
• Support annual budgeting, forecasting, and long-range planning processes
• Consolidate departmental budgets and prepare financial projections for leadership review
• Perform variance analysis and explain drivers affecting revenue, profitability, expenses, and working capital
• Identify trends, risks, and opportunities and communicate findings to leadership
• Prepare monthly financial reports for ownership, executive leadership, and field management
• Develop recurring reports and analysis packages for business decision-making
• Support monthly and quarterly business reviews with sales, operations, and finance teams
• Prepare presentations, dashboards, and summaries communicating financial results
• Ensure reporting is accurate, timely, and useful for financial and non-financial audiences
• Assist with mergers, acquisitions, and strategic growth initiatives through financial analysis and due diligence
• Gather and evaluate financial and operational information on acquisition targets
• Analyze growth opportunities and risks and provide recommendations to leadership
• Support integration planning and prepare executive-level presentations and decision-support materials
• Respond to financial and operational analysis requests from business leaders

Financial Planning and Analysis Analyst

• Provide comprehensive advice and customized financial solutions to clients
• Triage client leads and requests
• Make referrals to internal business and service partners based on client needs and asset thresholds
• Meet with clients to review financial and investment goals
• Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money-managed solutions
• Recommend banking and investment strategies aligned with client goals and needs
• Mitigate and control risk in daily activities
• Identify and engage potential new clients through referrals and financial center clientele
• Coach and provide feedback to referral partners
• Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center is determined within reasonable commuting distance

Financial Solutions Advisor

• Provide comprehensive advice and customized solutions to clients to help them achieve financial goals
• Triage client leads and requests
• Make referrals to business partners and internal service providers based on client needs and asset thresholds
• Meet with clients to review financial and investment goals
• Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money-managed solutions
• Recommend banking and investment strategies aligned with client goals and needs
• Mitigate and control risk in daily activities
• Identify and engage potential new clients through referrals or financial center clientele
• Provide coaching and feedback to referral partners
• Complete required licenses and trainings
• Work Monday–Friday and rotating Saturdays on first shift, 40 hours per week
• Train at one financial center and potentially begin in a phone-based capacity until a financial center location is determined within a reasonable commuting distance

• Support Fidelity customers over the phone
• Answer questions about account balances
• Process withdrawals and transfers
• Identify resources for customers
• Place trades
• Work from home during onboarding with one day per week in the Investor Center
• Spend dedicated weekly time on development, networking, and training
• Transition to a fully on-site Investor Center role after completing onboarding
• Potentially spend additional time remotely supporting inbound customers based on business needs before transitioning on-site
• Join the wealth management development track
• Build advanced skills for a career in financial planning

Financial Services Representative

• Analyze personal financial data to provide insights and recommendations for clients' financial planning needs
• Develop and implement personalized investment strategies based on clients' goals and risk tolerance
• Assist clients with estate planning, including wills and trusts, to ensure compliance with applicable laws
• Maintain strong customer relationships through effective communication and exceptional service
• Stay up to date on financial regulations and market trends to provide informed advice
• Help clients with wealth management, retirement planning, financial planning, business planning, and corporate group plans

Entry-Level Financial Professional

• Report, analyze, and interpret financial and operating data for accounting and business operations management
• Generate financial forecasts and create financial models supporting financial and business planning decisions
• Provide management with P&L projections/forecasts, scenario planning, ratio analysis, budgeting, and cost analysis
• Perform economic research and studies on rates of return, depreciation, working capital requirements, investment opportunities, investment performance, and governmental requirements
• Gather, analyze, prepare, and summarize recommendations for financial plans, acquisition activity, trended future requirements, and operating forecasts
• Respond to information requests from internal customers and others as assigned
• Develop financial reports for forecasting, trending, and narrative results analysis
• Develop and distribute standard and ad-hoc monthly reporting
• Review and analyze reports to verify results
• Work with management to develop, monitor, and report on key performance indicators
• Assist with the development, preparation, and presentation of short- and long-range financial plans
• Perform other duties as assigned

Financial Analyst

• Coordinate financial-account onboarding and manage account-opening documentation
• Process and track account transfers, including ACATS-related workflows
• Handle routine account-servicing requests and pending client paperwork
• Prepare and distribute approved client statements and documents
• Maintain and update CRM records, logging all client communications accurately
• Schedule appointments and proactively support client follow-ups
• Coordinate employee-benefit plan administration across plan providers, accountants, actuaries, employers, and other stakeholders
• Track and organize information required for tax filing and ERISA-related plan administration
• Manage insurance paperwork, documentation, and status follow-ups
• Own outstanding requirements and quarterback multi-party workflows through completion
• Take on additional administrative responsibilities as capacity and reliability are demonstrated

Financial Assistant, Wealth Management – Part Time

• Develop and price budgets for proposed and ongoing projects, including travel estimates and related costs
• Assist with developing loaded rate schedules and complete required RFP budget forms accurately and on time
• Create and maintain backup documentation for audit, tracking, and internal review requirements
• Prepare, update, and maintain state workplans and federal budget projections
• Track expenditures against budget allocations and identify discrepancies
• Pull, validate, and organize financial data from internal systems for budgeting and reporting
• Prepare and send draft and approved budgets to Program Managers
• Complete ad hoc budget-related requests
• Maintain budget procedures and help update budget templates and instructions
• Ensure budget documentation aligns with agency standards, contracting requirements, and internal processes
• Participate in budgeting process improvement efforts
• Support cross-team coordination and other budget-related activities

Financial Planning and Analysis jobs in Arizona

Finance Analyst II

In-seat CFO

Financial Planning and Analysis Analyst

Financial Solutions Advisor

Financial Solutions Advisor

Financial Services Representative

Entry-Level Financial Professional

Financial Analyst

Financial Assistant, Wealth Management – Part Time

Budget Analyst II