Financial planning analyst jobs in Plainfield, New JerseyCreate job alerts

Strong communication skills with the ability to explain financial concepts to non-financial stakeholders and senior leadership. Experience creating and managing financial models and forecasts and understanding of financial analysis with the ability to evaluate and explain variances. Connections Pers

Job Description Position Title: Financial Commission Analyst Reports to: Commissions Manager Department: Finance/Commissions Location: Summit NJ; in-office position Classification: Full-time Summary / Job Objective: This position is responsible for commission, production processing and reporting. As a part of our Finance and Commissions team, you will have the responsibility of working through many processes and using your skills to drive the business to end results. This is an amazing opportunity to join a fast-growing private company and learn our business while taking the next step of your career. In this role, you will be working closely with Finance, Operations and Sales Team. Primary Responsibilities: · Process monthly and weekly commissions: this process includes accounts reconciliation, running reports, populating worksheets, performing calculations, obtaining approvals and preparing files for payments · Summarize and communicate commission data to multiple team members · Calculate and audit commissions payments to sales personnel based on commission plan provisions · Maintain an accurate trackable record of commissions and supporting data · Review, upload and enter commission data into Sales Force (the CRM system) · Research, document and communicate resolutions to external and internal business partners for all inquiries regarding the commission and payment process · Audit of commission statements to ensure the organization is receiving correct payments · Trouble shooting commission issues and resolve through investigation · Perform other duties as assigned · Maintain strict confidentiality in all aspects of the job Qualifications: · Bachelor’s Degree preferred (Finance, economics, business, mathematics or similar) · 4+ years of experience in commissions or accounting/finance field · Strong math skills/ analytical thinking skills · Detail orientated and comfortable working with large data sets · Strong computer skills – Excel (formulas, pivot tables) · Salesforce.com experience a plus, but not required · Willing to take ownership of the position · Ability to understand the time standards and order of work flow to complete the prime responsibilities Core Competencies: · Possess strong people and problem-solving skills and be able to effectively communicate at all levels of the organization · Able to work successfully in a team environment as well as independently · Ability to handle change and be effective in a fast-paced environment · Strong time management skills with ability to prioritize tasks and meet deadlines · Great written and verbal communication skills · Excellent organizational skills Compensation & Benefits: Compensation (based on experience) • Base salary: $50K-$65K based on experience, • This is an exempt position, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description We are looking for a Financial Planning & Analysis Manager to join our team in Warren, New Jersey. This role is critical in driving strategic financial initiatives, overseeing key processes, and delivering actionable insights to support organizational growth. The successful candidate will collaborate with leadership, manage reporting functions, and contribute to long-term financial planning. Responsibilities: • Manage key financial processes, including forecasting, budget planning, performance reporting, and others., • Develop new processes or improve existing processes relating to financial planning/reporting., • Develop metrics to track platform-specific and company-wide trends, identify opportunities, provide recommendations, and collaborate across all levels., • Apply an analytical approach to influence strategic decision-making, with a focus on capital allocation decisions and long-term financial planning., • Provide financial analysis and commentary to important partners, • Manage the roles and responsibilities of the Senior Data Analyst, • Support ad hoc projects and help define systems improvements to support Anticimex growth., • Weekly Flash Reports for senior leadership and platform finance organizations, • Month-End Close and Reporting, • Ad-hoc financial reporting, • Mergers & Acquisition due diligence and integration support, • Review business plans and collaborate on structure of financial reporting, • Review and discuss Portfolio reporting and upkeep, • Review and request Report Writer reports, • BS in Finance, Accounting, Economics, or a related field required, • MBA or CFA/CPA certification preferred, • 5-7 years of progressive experience in financial planning and analysis with at least 2 years in a managerial role, • Strong experience with financial modeling, forecasting, and budgeting, • Advanced proficiency in Microsoft Office, especially Excel, • Experience with COGNOS and Anaplan is a plus, • Excellent communication and presentation skills

Job Description The Senior Financial Analyst will play a critical role on the Finance team, reporting directly to the Senior Finance Manager. This individual will be responsible for driving financial insights through budget and forecast support, month-end close activities, and preparing executive-level reporting packages. What does a great Senior Financial Analyst do? A strong Senior Financial Analyst partners with business leaders to deliver clear, data-driven insights that shape decision-making. This role requires balancing technical expertise, business acumen, and strong communication skills to influence strategy and support the company’s growth. Key Responsibilities • Conduct moderate to complex financial analyses on business unit performance, including revenue, expenses, product profitability, and cash flow., • Manage the consolidation of submissions for month-end results and forecast updates, preparing concise variance analyses for executive review., • Develop, update, and maintain monthly financial reports and operational review materials for executive leadership., • Research and deliver financial and business-related analyses to evaluate the impact of corporate projects and transactions., • Prepare C-level presentations and contribute to the annual long-range plan, annual budget, and recurring forecast updates., • Identify and drive enhancements to FP&A processes, reporting, and business capabilities., • Bachelor’s degree in Accounting, Finance, or related field (CPA or Master’s degree preferred)., • 4–7 years of progressive experience in Finance, with a focus on accounting, financial analysis, and business partnering., • Proven ability to make sound, data-driven decisions and solve problems independently., • Advanced Excel skills; strong technical aptitude with financial systems (NetSuite experience preferred)., • Demonstrated ability to thrive in a fast-paced, dynamic environment., • Experience leading cross-functional projects and collaborating across departments., • Strong communication skills—both written and verbal—with the ability to present to senior leadership. InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. #LI-HJ1

This position plays a key role in budgeting, financial reporting, and analysis across multiple facilities, supporting both operational and executive leadership.

The Application Analyst II is responsible for the installation, upgrades and the configuration of the application. The Application Analyst II assists in the coordination of customer support activities. The Application Analyst II also provides on-call support for the application through go-live and o

This position will play a key role in overseeing the preparation and analysis of consolidated financial statements, management reports, and external reporting packages, while also supporting technical accounting initiatives and process improvements.

In this position, either directly or through others, the incumbent will: • Manage and perform validation and reconciliation of marketing expense payment activities working closely with marketing owners and related business management personnel • Develop and execute proper expense payment process

The Application Analyst II creates the test scripts for the application, executes the test scripts, and documents all test outcomes, including troubleshooting and support – these activities apply to implementation, upgrade, and maintenance initiatives. The Application Analyst II is responsible for

As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) teams with the use of firm-approved financial planning systems and engaging with clients. Financial Planning Analysts provide exceptional service to our clients a

The Financial Planning & Analytics Manager (FP&A Manager) will lead all financial activities including strategic planning, reporting, forecasting, risk management, and compliance. Seeking a strategic financial leader to support the CFO with budgeting, financial analysis, and reporting. Qualification

Requirements are: Manage financial activities including the monthly close process, balance sheet account valuations and reconciliations, expense forecasting, long range planning.

Requirements are: Manage financial activities including the monthly close process, balance sheet account valuations and reconciliations, expense forecasting, long range planning.

The purpose of this position is to support FP&A reporting platforms and associated technical processes.Responsible for all techno functional support aspects of current FP&A applications (with ERP/GL experience) while we migrate to a new SAAS vendor platform.Must be a strategic thinker and demonstrat

Drive reporting accuracy and interact with other FP&A managers to provide consultative support to planning initiatives through financial and management information analyses, reports, and recommendations. This is a Financial Role based in New York City with 3 times a week in office in Downtown NYC. P

Senior Financial Analyst to join the Store Development Finance team, supporting how we plan, forecast, and hindsight our company's capital investments. Minimum of two years of financial analysis experience preferred. This team member should have thorough knowledge of financial processes and investme

The Senior Analyst Financial Planning & Analysis (FP&A) will be a key member of the FP&A team reporting to the Director of FP&A, Enterprise and responsible for supporting financial planning, budgeting, forecasting, and analysis activities, with an additional focus on administering and analyzing sale

Oliver Wyman is seeking a Financial Planning & Analysis Manager to provide strategic financial support to Oliver Wyman's Global Industries and Capabilities, while also being responsible for all aspects of capacity planning, budgeting, and financial management & analysis of global Consulting and Spec

Balances financial and non-financial indicators. The Accounting and Finance organization is a mission and results driven team that operates with a strong sense of collaboration to support the business, while utilizing our technical expertise, as we manage processes to record, reconcile, and report a

The Manager Financial Planning and Analysis supports leadership in near and long term financial planning, reporting and modeling of various initiatives for the Loyalty Commercial team. Manager Financial Planning and Analysis. Position Title: Manager Financial Planning and Analysis - Loyalty.

Financial Planning & Analysis Manager. We are looking for a Financial Planning & Analysis Manager to join our team in Warren, New Jersey. The successful candidate will collaborate with leadership, manage reporting functions, and contribute to long-term financial planning.

Advanced Excel skills, experience with ERP and financial planning systems (Oracle, NetSuite, Hyperion). We are seeking a detail-oriented and strategic Financial Analyst to join our Finance team. Assist with financial planning system improvements and automation initiatives.

Financial Analyst supports the financial and operational evaluation of prospective Health Plan contracts, providing consulting and recommendations to insure growth and profitability of third-party payors. A minimum of three years relevant financial analysis / financial modeling experience. Understan

This would entail working with the senior analysts and preparing / reviewing information regarding revenue generation, financial profitability, expense analysis / allocations, capital expenditures etc. Comprehensive analytical and problem-solving skills including profitability, cost accounting and f

The Manager Of Financial Planning & Analysis will play a pivotal role in advancing GSUSA's financial strategy through thoughtful portfolio management and strategic business partnership. Exceptional communication skills, with the ability to translate complex financial information into clear, compelli

Arts & Science is seeking a talented Financial Analyst to join the Department of Biology. This individual will facilitate financial transactions for departments and programs and provide internal control review of fiscal activity on operating, restricted fund, endowment, plant fund, and sponsored res

The Ad Sales Senior Financial Analyst is responsible for revenue projections, financial modeling, and analyses of NBCUniversal's Broadcast Entertainment properties. Own ad sales revenue financial models for NBC Broadcast Entertainment properties throughout all key financial forecast cycles (Budget,

Financial Planning & Analysis is responsible for providing senior management with analysis and insight into the company's financial results. Support a headcount planning model as part of the budgeting and forecasting process. Key skills include attention to detail, focus on accuracy, intellectual cu

Experience in financial planning & forecasting & modelling and creating data-driven analysis. As Financial Analyst, you'll focus on analyzing the key drivers of US Mobile's business, from pricing and promotions to churn, customer acquisition cost, and customer lifetime value. Update and maintain ele

This position is responsible for leading the planning, budgeting, and actual reporting processes and the day-to-day financial leadership of the business. Critical success factors include the ability to engage and partner with all functions of the business to deliver commitments and overall financial

Partner with business area management and staff to analyze financial data to provide greater understanding of financial trends, and to develop and make recommendations for cost reductions. Ability to absorb, interpret, and communicate information, both financial and non-financial required. Partner w

Analysts have and will continue to build a broad knowledge base in financial planning, estate and gift taxes, philanthropy, insurance, income tax planning, and investment management. In this capacity, the Wealth Planning Analyst will conduct in-depth data collection, analysis, and data entry with th

Conducts regular financial reviews with business partners to communicate financial performance, key business issues and provide insights to help the business achieve financial goals. The Financial Analyst - Ortho (FA) will be the dedicated support for the Orthopaedics Franchise. Creates budgets, for

The Analyst- General Accounting will play a key role in period-end close processes, journal entry preparation, and financial reporting, while collaborating cross-functionally with Corporate Finance, Procurement, Financial Reporting, and Operations. Strong communication skills with the ability to exp

Diverse Lynx LLC is an Equal Employment Opportunity employer.All qualified applicants will receive due consideration for employment without any discrimination.All applicants will be evaluated solely on the basis of their ability, competence and their proven capability to perform the functions outlin

The Financial Analyst will be responsible for processing payments, fiscal data analysis, forecasting and other duties. Knowledge of City's Financial Management System (FMS2/3), Info Advantage and crystal reports. The Operations and Finance division is responsible for the financial, procurement & adm

Lead and support special projects, miscellaneous financial analysis, and other financial initiatives. Familiarity with financial reporting and planning tools is strongly preferred. The primary responsibilities of the Sales & Business Analyst will be to support the Financial Business Partners (FBP),

As a member of the Financial Planning & Analysis Corporate Finance Team, additional responsibilities of the Financial Reporting Analyst will include the following related to Cash Flow and PL reporting:. We are looking for a Financial Reporting Analyst to join our Corporate FP&A team in New York. Thi

Financial Analyst, FP&A - Ad Sales Finance. Financial Analyst of Ad Sales finance is a critical member of the team, supporting the portfolio FP&A responsibilities including the weekly, monthly, quarterly and annual reviews of revenue performance for Senior Sales and Finance leadership. Partner in th

The Senior Budget And Financial Systems Analyst (Workday) supports the College's budgeting, forecasting, and financial planning functions, with a focus on optimizing the use of the Workday Financial Management system. The Senior Budget And Financial Systems Analyst helps lead the College's annual bu

Own all financial processes - annual budgets, long-range strategic plans, and in-year financial estimates for both P&L and cash forecasts. Operational Finance or Financial Planning and Analysis roles. Senior Financial Analyst, MSNBC Newsgathering Finance.

Demonstrated expertise in long-term financial modeling, scenario planning, and business valuation. High proficiency with financial planning systems (e. This role will be responsible for building and refining long-range planning, stress-testing financial outcomes under multiple scenarios, and alignin

Description of Duties: The Telecom Expense Management Unit team provides financial management support for the Client.

Minimum of 7+ years' experience in financial services industry in Financial Planning & Analysis roles. We are seeking an experienced VP with strong communication and analytical skills to join the Financial Planning & Analysis team (FP&A) Forecasting & Analytics team. The individual should be skilled

The position will take a lead role in preparing budgets and forecasts, performing complex variance analysis, evaluating key financial and operational metrics, maintaining and enhancing several ongoing monthly and quarterly reports, and supporting a variety of financial and business management custom

Ensure an appropriate accounting control environment that produces "no surprises", tightly manage the internal control environment, meet the requirements of the Company's Internal Control Assessment supporting requirements of Sarbanes-Oxley, ensure "clean" internal and external audit reviews, adhere

We are looking for a Financial Analyst to be a key partner for Video Advertising and Live events a high-growth Advertising business. You will closely work with business and finance leaders to develop financial models for both short- and long-term business and financial goals evaluate new business op

As a financial analyst on our team, you'll work on a financial management strategy to help your client's Planning, Programming, Budgeting, and Execution (PPBE) process succeed. That's why we need you, a financial analyst who can navigate the requirements, policies, and regulations that govern fundin