Financial Planning and Analysis

• Support portfolio-level performance analysis, valuation work, business plan tracking, and strategic asset reviews
• Prepare quarterly reports, portfolio dashboards, performance summaries, and ad hoc analyses for investors and internal stakeholders
• Support capital raising through investor materials, portfolio analytics, track record support, and diligence response materials
• Collaborate with acquisitions, asset management, leasing, property management, operations, finance, and accounting teams
• Evaluate new investment opportunities and manage the acquisition pipeline from initial screening through closing
• Source marketed and off-market opportunities through broker and owner relationships, industry events, and direct outreach
• Lead market and property research, underwriting, financial modeling, deal structuring, financing coordination, due diligence, and transaction execution
• Review and assess diligence materials to identify risks, validate underwriting, and support investment decisions
• Review and negotiate transaction and operating documents, including LOIs, PSAs, leases, loan agreements, and management agreements
• Prepare investment committee memoranda, valuation analyses, and decision-support materials for senior leadership
• Travel periodically for sourcing, diligence, asset review, and transaction execution

Investment Associate

• Oversee and engage in contract management for the MCE Engine Services Finance Contract
• Calculate and analyze contract estimates at completion (EACs) for multiple fleet management contracts in the V2500 engine portfolios
• Prepare and present financial analysis related to contract EACs to P&W CFT and external auditors
• Prepare and present financial analysis for customer proposals and contract restructuring activities
• Support monthly and annual MML/closing activities and actual financial results for multiple fleet management contracts
• Coordinate the quarterly Remaining Performance Obligation (RPO)/Backlog process
• Support annual rate recalculation for multiple fleet management contracts and provide support for the invoicing vendor
• Provide financial oversight for multiple fleet management contracts and ongoing support for contract fleet managers
• Leverage CORE tools for continuous process improvement plans
• Report to the Senior Manager of V2500 Aftermarket Finance
• Collaborate with Engineering, Customer Management, Sales, and Operations Analytics teams

Manager, FP&A – MCE V2500

• Act as financial liaison supporting Finance with Marketing and Sales organizations and Legrand Headquarters in France
• Lead a North America-wide team developing systems and databases to improve sales financial models and reporting
• Identify key system requirements across multiple divisions and functions
• Analyze financial performance trends and variances
• Develop reporting systems and document related procedures
• Assist with training and implementation for key stakeholders across LNCA functions
• Lead ongoing financial support and maintain system integrity after go-live
• Perform monthly financial variance analysis
• Perform ad-hoc project analysis supporting the LHI finance function
• Assist with onboarding new acquisitions
• Deliver key reports to Legrand France and the LNCA Executive Team, including earnings-call support, executive presentations, and ad-hoc analysis
• Conduct industry economic and competitor research and analysis
• Participate in budgeting and forecasting and support functional cost center leaders
• Oversee creation and completion of annual budgets
• Perform month-end financial close activities, including journal entries, consolidation reports, account reconciliations, and reporting

Senior Manager, Commercial Finance

• Support the Aetna Business Operations consolidated reporting team
• Consolidate financials
• Create management presentations and/or talking points for month close, forecast, budget and multi-year strategic plan
• Drive standardization across the organization
• Collaborate with Aetna Business Operations finance teams to ensure reporting is accurate and timely
• Identify the key drivers behind financial results
• Coordinate planning and analysis of projects of varying nature and complexity
• Support special projects and perform ad-hoc analyses
• Drive continuous process improvement and leverage technology

Manager, FP&A

• Provide comprehensive advice and customized solutions to clients to help achieve financial goals
• Triage client leads and client 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 and recommend products
• Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money management 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
• Complete required licenses and trainings
• Register with the federal registry system and maintain SAFE Act registration in good standing

Financial Solutions Advisor

• Provide comprehensive advice and customized solutions to clients to help 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 and recommend products
• 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 during daily activities
• Identify and engage potential new clients through referrals or financial center clientele
• Complete required licenses and trainings
• Register with the federal registry system and remain in good standing under SAFE Act requirements

• Work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations
• Collaborate with and receive mentorship from Merrill Financial Advisor Teams to promote portfolio growth
• Develop a book of business to meet and exceed established performance hurdles
• Source prospective clients, capitalize on referrals, assess customer needs, refer customers to internal specialists, and execute customized solutions
• Recommend suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences
• Balance investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and personal development
• Organize and manage time, people, and budget to run a productive practice
• Seek specialist expertise to identify planning and investment strategies
• Complete mandated training, assessments, performance goals, and continuing education requirements
• Handle inbound inquiries from leads regarding Merrill offerings
• Position Merrill and Bank of America capabilities
• Collect client profile data and follow standard KYC procedures to open accounts
• Serve as interim Financial Advisor and service client accounts
• Document client interactions and opportunities accurately in Salesforce
• Provide comprehensive advice, client reviews, and presentations
• Collaborate with core banking and investment partners

Financial Advisor – Southern CT Market

• Work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations
• Develop a book of business to meet and exceed established performance hurdles
• Source prospective clients, capitalize on referrals, assess customer needs, refer customers to appropriate internal specialists, and execute customized solutions
• Recommend suitable investment products and services based on objectives, resources, time horizon, risk profile, and preferences
• Balance investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and professional development
• Organize and manage time, people, and budget to run a productive practice
• Seek specialist expertise to identify planning and investment strategies for clients
• Complete mandated training, assessments, performance goals, and continuing education requirements
• Handle inbound inquiries from leads regarding Merrill offerings
• Position Merrill and Bank of America capabilities
• Collect client profile data and follow standard KYC procedures to open accounts as appropriate
• Serve as interim Financial Advisor, provide investment recommendations, and service client accounts
• Document all client interactions and opportunities accurately in Salesforce
• Collaborate with and receive mentoring from Merrill Financial Advisor Teams, core banking partners, and investment partners
• Deliver client reviews and presentations and recommend strategies to help achieve financial goals and life priorities

Financial Advisor – Merrill Advisor Development Program

• Provide financial decision support for assigned manufacturing plants and act as a key business partner to Plant Management in the Materials Solutions Division
• Maintain plant cost accounting processes
• Provide operational and cost accounting analysis supporting plant operations
• Analyze, interpret, and communicate financial results with actionable recommendations
• Support monthly and annual forecasting and budgeting
• Align plant forecasts and budgets with Operational, Division, and Corporate goals
• Support standard costing rates and update material costs, bills of materials, and routings for cost roll
• Support and review proposed productivity projects
• Review and explain manufacturing variances
• Provide business and operations decision support through analysis
• Provide timely plant results and drive accountability
• Complete month-end close tasks and ensure plant financial statements comply with GAAP, including inventory valuations and reserves
• Provide financial education, training, and guidance to non-finance employees
• Partner with site, business unit, and division leadership on forecasts, budgets, results, risks, opportunities, and ad hoc analyses/modeling

Senior Specialist, Plant Finance

• Lead operational and financial performance evaluation across Aetna's Utilization Management programs
• Own business cases and value assessments for utilization management programs
• Build task-based staffing models and connect them with budgeting and forecasting for Aetna Clinical Solutions
• Lead executive performance reporting with holistic insights into program performance and ROI
• Establish program optimization frameworks to improve effectiveness and drive additional value
• Develop or collaborate on analytical tools and dashboards for outcome and savings insights
• Serve as the primary point of contact for performance management of Utilization Management programs
• Drive knowledge sharing and collaboration on performance management processes across functional areas

Financial Planning and Analysis jobs in Connecticut

Investment Associate

Manager, FP&A – MCE V2500

Senior Manager, Commercial Finance

Manager, FP&A

Financial Solutions Advisor

Financial Solutions Advisor

Financial Advisor – Southern CT Market

Financial Advisor – Merrill Advisor Development Program

Senior Specialist, Plant Finance

Manager, Finance Performance Management