Finance Planner Jobs in Sandy Springs, GA

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: · Build a client base by growing relationships with your network and providing guidance · Gain expertise through sponsored coursework and proprietary agent development training · Guide clients through important financial decisions using the latest software and our expansive product portfolio · Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? · The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity · Self-motivation to connect with company provided sales leads and network with new clients · Strong relationship building, communication, and time-management skills · A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: · Highly competitive commission structure designed to grow with you · Passive income opportunities and bonus programs · Fully paid insurance licensing, SIE, Series 6, Series 63, CFP · Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year · Flexible in-office schedules once you complete your agent training · Progressive advancement opportunities · Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

We are seeking a Wealth Advisor to join a fast-growing financial services firm to work collaboratively within a team that serves existing clients while expanding the client base through relationship-driven strategies. Responsibilities Cultivate, build, and maintain client relationships in alignment with company values and planning-based standards Develop and implement strategies in areas such as investment planning, estate planning, risk management, tax planning and cash flow management to help clients meet their objectives. Regularly review client accounts, financial plans, and portfolios to adapt to life changes, economic shifts, or performance updates. Provide ongoing support and communication to ensure client satisfaction Analyze financial data to craft actionable strategies aligned with client goals. Prepare and interpret summaries, investment performance reports, and income projections for clients. Collaborate with colleagues to expand the client base through referrals, networking, organic growth initiatives, and leveraging various market channels. Lead and coordinate team efforts to enhance service delivery and support team development through goal setting, workflow management, and performance reviews. Qualifications Bachelor's degree in Finance, Financial Planning, or a related field. Minimum 5-7 years of direct Financial Planning experience. CFP or ChFC designation required. Series 7 required, and Series 66 (or Series 63 and 65) licenses required. Life and Health Insurance licenses or willingness to obtain within 90 days. Proficiency in Microsoft Office systems and CRM systems such as Salesforce. Strong knowledge of financial products and services, including debt and cash management, insurance, and investments. Proven ability to attract and convert prospects, deliver high-level quality service, and commit to growing and contributing to the firm's success.

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.' It is the reason we go to work every day. In this role, you'll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you'll grow as a person and leader in your field and transform those around you as well. We are looking to add an Associate Wealth Advisor to our team in our Atlanta, GA office. The Associate Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors. The Associate Wealth Advisor assists advisors with the operational needs of their clients, helps to manage client relationships, and actively participates in the advanced planning process. This is accomplished through ongoing communication, excellent client service and outstanding operational support. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team. A successful candidate will have the ability to effectively communicate with clients and team members, critical attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility, promptness and the ability to anticipate needs are necessary in all tasks and responsibilities. Associate Wealth Advisor Responsibilities: Facilitates the client consulting process through the preparation and follow-up of each step of the client experience and active participation in client meetings. Supports Wealth Advisors' business development efforts. Executes client requests, updates client information, and follows up on open items for advisors and clients. Builds a strong wealth management acumen with an understanding of Waverly's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations. Prepares client meeting materials and attends client and/or prospect meetings. Monitors clients' asset allocations, rebalancing of portfolios, and trade recommendations by working with our internal trading team. Manages completion of deliverables from start to finish with Client Service Associates and/or various internal and external parties as needed. Provides diligent documentation of client communication and utilizes CRM software. Serves day-to-day client needs and collaborates with team members to ensure the highest level of service. Provides on-demand and scheduled reports to advisors and clients, as requested. Participates in and contributes to team meetings, as assigned. Reviews quarterly reports for accuracy. Tracks and completes any special projects throughout the year as needed. Manages client onboarding process and facilitates new account paperwork with client service team. Utilizes various custodial platforms such as Schwab, Fidelity and Pershing to help maintain client accounts as needed. Travel: Minimal travel is required. Required Qualifications and Skills: Bachelor's Degree required; strong preference given to MBA, CFA , or CFP professionals or those on track to earn any of these designations Three to seven years' experience in the financial services industry, preferably at an RIA or Broker/Dealer. Detail-oriented self-starter with problem solving ability, adaptability, and flexibility. Effective speaking and presentation skills. Excellent writing proficiency. Outstanding organizational skills and the ability to prioritize and balance multiple projects simultaneously. Coachable with the ability to work in a team environment and independently. Learning and development mindset and drive for continuous improvement. Personal commitment to continuing education for professional development and growth. Can-do attitude where no task is too big or small. Proficient with Microsoft Office suite. Preferred Qualifications and Skills: Desire to pursue CFP or CFA Certification if not already obtained Experience with financial planning software such as eMoney, Right Capital, etc. Proficiency in a CRM such as RedTail or Salesforce. Knowledge of financial custodians and their platforms. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer Must be able to lift 15 pounds at times Must be able to access and navigate each department at the organization's facilities Benefits: Health, Dental, and Vision benefit options 401K Twelve paid holiday days per year Extra vacation day on your birthday week Three weeks of PTO, increasing to four weeks after three years of service, and five weeks after eight years of service Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed with us Compensation commensurate with experience Legal: Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law. Interested in applying? If you believe you would be a good fit for our team and would like to be considered for this position, please send a resume and cover letter with salary requirements to Human Resources at ***********************.

Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement. Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: Are a self-starter. Have an entrepreneurial mindset. Are a customer service champion. Are an engaging and compelling communicator and negotiator. Are a problem solver. Are a Life-long student seeking continued education and professional development. Are a critical thinker. Have prior sales experience and/or enjoy networking and seeking new clients. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: Provide a framework to help you attain all licensing and education needed to progress through the career. Support your learning through joint work and a team environment. Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry. Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.

Wealth Advisor - Atlanta, Georgia BEST-IN-CLASS Super-Community Bank and repeat client has engaged The Anderson Search Group to identify a Wealth Advisor for the Atlanta, Georgia Market. This client is aggressively growing their Trust and Wealth group nationally and this role is critical to this growth. The Anderson Search Group has placed both the President of Trust and Wealth and Chief Development Officer to whom this role will report. Network of commercial bankers and branch referrals to take advantage of! About Our Client: Consistently recognized many times as the #1 performing bank in the United States in their asset size, by leading industry publications. Named #1 bank for strength, stability and focus on innovation. Forbes named Client to “America's Best Banks” and “World's Best Banks”, a tribute to their innovative service offerings and outstanding service delivery. Benefits: Industry leading benefits - Medical, Dental, Vision, 401K, Flex Spending Accounts Pet Insurance Enhanced Family Leave Employee Assistance Program Brooks Brothers Discount Microsoft Home User Program NEOU - The latest and greatest in real-time and on-demand fitness offerings for the whole family The Ideal Candidate Shall Possess: 7+ years HNW/UHNW Private Wealth Management Business Development Experience Proven track record for bringing in new fee based planning AUM and new HNW/UHNW clients using an existing external network in and around Atlanta Bank wealth platform team sales experience preferred CFP Designation Preferred Entrepreneurial drive The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

**Local Atlanta Candidates Only** As a Northwestern Mutual Financial Representative (FR), you'll build lasting relationships with your clients and help them achieve their financial goals. You'll also help solidify your own future. This career offers flexibility at a company where hard work is valued and rewarded. Joining the Northwestern Mutual team gives you: Exclusive access to a variety of custom solutions and services-from life insurance, disability income insurance and education funding options to retirement planning, estate planning, and business planning. The chance to become an advisor for a company that has been helping clients achieve financial security for over 163 years-one with strength, values and a track record of diversity and inclusion. Qualifications we're looking for: Bachelor's degree (finance or business preferred but not required). Reside near or willing to commute to our Vinings location. Excellent communication and interpersonal skills. Strong personal financial management acumen. Track record of success in past roles and/or significant personal achievements. Strong natural market in Atlanta-area. Well-respected in the community. Willingness to be coached. You'll be rewarded with: Company-paid sponsorship of financial services licensing : SIE, Series 7, Series 63, State of Georgia Life Accident and Sickness License, and State of Georgia Variable Products Elite Fortune 100 benefits : Pension plan, company-funded defined contribution plan, vested renewals, Medical + Dental + Vision + Group Life & Disability Insurance, Family Planning, Life Assistance, and more. Exceptional income potential : what you earn is directly related to your sales results and the relationships you develop with clients. FRs are compensated through commissions, local allowances, renewals, and bonuses. In 2024, our firm's average developing advisor revenue (1-4 years of tenure) was $99,038, the average established advisor revenue (5+ years of tenure) was $661,304, and the top 10% average revenue was $2,865,230. Our FRs are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Continuous opportunities for advancement through specialization in areas like medical markets, business markets, advanced risk management planning, and retirement distribution planning. You may also choose to become a Financial Advisor or a Wealth Management Advisor of Northwestern Mutual Wealth Management Company . Continuous learning opportunities : three company-funded professional designations such as the Certified Financial Planner (CFP ) administered through the American College of Financial Services after 3 years of service. The chance to pursue a leadership role . Leadership offers growth opportunities through recruitment, development and retention of fellow representatives, and growing network offices. Those in leadership have the choice to also maintain their own practice. Why Northwestern Mutual? Top 5 ranked U.S. Independent Investment Broker-Dealers AAA, Aaa, and AA+ | We've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies. $8.2 Billion in dividends expected to be paid in 2025 to our policyholders. No. 1 - Fortune named us one of the World's Most Admired Life Insurance Companies, 2023 6,700+ financial advisors and professionals serving 5 million+ people we're proud to call clients. 97% of our clients stay with us year over year. We believe in inclusion. We know that the collective ideas, opinions, and creativity of a diverse workforce is necessary to deliver the innovative financial solutions our clients need. Since 2012, we've contributed more than $40 million and funded over 500,000 hours of childhood cancer research.

Client Advisor - UHNW Clients Responsibilities: Client Relationship Management: Serve as the primary point of contact for UHNW clients, providing personalized financial advice and wealth management solutions. Investment Advisory: Develop and implement tailored investment strategies, asset allocation, and portfolio management in alignment with clients' financial goals. Financial Planning: Offer comprehensive wealth planning services, including estate planning, tax optimization, philanthropy, succession planning, and trust structures. Risk Management: Assess and mitigate risks in client portfolios, ensuring compliance with regulatory requirements and internal policies. Product & Service Offerings: Advise on a range of financial products, including equities, fixed income, alternative investments, private equity, hedge funds, and structured products. Business Development: Identify and onboard new UHNW clients through networking, referrals, and strategic partnerships. Collaboration: Work closely with internal teams, including investment managers, legal advisors, tax specialists, and estate planners, to provide a holistic wealth management approach. Market Insights: Stay updated on global financial markets, economic trends, and investment opportunities relevant to UHNW individuals. Qualifications & Skills: Education: Bachelor's degree in Finance, Economics, Business, or related field; MBA or CFA/CFP certification preferred. Experience: 7-10+ years in private banking, wealth management, or investment advisory, with a strong focus on UHNW clientele. Financial Expertise: Deep knowledge of investment products, wealth planning strategies, and financial markets. Client-Centric Approach: Strong relationship management skills with the ability to provide bespoke financial solutions. Networking & Sales: Proven ability to attract and retain UHNW clients through business development and relationship-building. Regulatory Knowledge: Familiarity with financial regulations, tax laws, and compliance requirements. Communication & Discretion: Excellent interpersonal, negotiation, and communication skills with the ability to handle sensitive financial matters with confidentiality.

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company

Position Type: Full-time, In-office Northern Rock (***************** is a company that buys, operates, and grows exceptional automotive businesses. Northern Rock is seeking an exceptional private equity professional to support its efforts in acquiring automotive repair shops and associated real estate across the United States. Job Description: Analyze earnings and cash flows on a reported and pro forma basis, identify key business and operational drivers of performance, conduct due diligence on acquisition targets, assist with the quality-of-earnings analysis, and create forecasts and analysis of investment risks and merits Provide a clear, detailed report on earnings quality, including adjustments and findings Ensure proper application of revenue recognition policies and identify any premature or inflated revenue Adjust EBITDA for non-operational items to assess core profitability Detect potential earnings manipulation or fraud Ensure earnings are backed by strong, consistent cash flows Review changes in working capital to assess liquidity and earnings sustainability Ensure asset depreciation/amortization policies reflect actual usage Review accounting estimates and policies for consistency and reasonableness Evaluate tax provisions and strategies that may impact reported earnings Determine if earnings are sustainable or driven by one-time events Conduct rigorous financial modeling and analysis, review and analyze operational data and financial statements, and prepare reports and investment memoranda and other materials for the company's senior leadership Qualifications: At least 1-3 years of financial modeling and analysis experience in transaction advisory services/financial due diligence, FP&A, business valuation services, public accounting, and/or a related role Experience performing Quality of Earnings analyses is preferred What We Offer: Opportunities for professional development and career advancement Competitive salary commensurate with experience Health insurance (medical, dental, vision) Paid holidays and vacation time On-site fitness center On-site golf simulator Snacks and beverages in the office A supportive and collaborative work environment

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Entrepreneurial mindset Community oriented Communication skills Responsibilities Work with current or new members to provide them information about the financial services their families could utilize Networking with individuals throughout the community Continuously prospecting in order to secure appointments Participating in mentor-lead appointments Asking customers for favorable introductions Engaging in personal observation through the community Participating in fraternal activities Benefits and Perks Hands-on, extensive training program Medical, dental and vision Insurance paid for 401(k) retirement planning with company match Non-contributory pension plan Group term life insurance benefits Expense-paid trips, valuable prizes, and exciting incentives About Us Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures. These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too. Modern Woodmen of America is an equal opportunity employer.

ARK Homes For Rent is seeking a talented and driven Analyst with a strong focus on acquisitions and a background in Real Estate to join a growing and innovative company in the Build-to-Rent space. This candidate will play a critical role in driving and supporting acquisition initiatives. The portfolio primarily consists of single-family rental and build-to-rent homes. If you are a detail-oriented professional with experience in Multi-Family and/or Single-Family Asset Classes and possess a strong desire to contribute to a growth-oriented company, then this position is for you! Key Responsibilities: Manage the analysis and evaluation of potential Build-to-Rent (BTR/BFR) properties. Develop and maintain advanced Excel models for asset and portfolio underwriting, debt analysis, sensitivity analysis, and scenario planning, with a specific focus on acquisitions. Prepare and present ad hoc reports for internal and external stakeholders, ensuring data accuracy, consistency, and compliance with company guidelines and industry standards, with an emphasis on acquisitions performance. Collaborate with cross-functional teams, including finance, capital markets, property management, marketing, and legal, to gather data and insights for acquisition analysis. Conduct market research and stay up to date on industry trends to inform and guide acquisition strategies and decision-making. Lead the due diligence process for potential acquisitions, providing valuable input on asset valuation, underwriting, and risk assessment. Continuously improve and refine analytical tools, processes, and methodologies to enhance the overall efficiency and effectiveness of the acquisitions function. Position Requirements: Bachelors degree in Finance, Real Estate, Economics, or a related field. A Masters degree is a plus. 2-3 years of experience in acquisitions, asset management, financial analysis, or a similar role, preferably within the single-family residential or real estate industry. Advanced proficiency in Excel, including the ability to develop complex financial models, and pivot tables, with a focus on acquisitions analysis. Strong analytical, problem-solving, and decision-making skills, with the ability to synthesize large datasets and draw meaningful conclusions for acquisitions. Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely to various audiences, particularly in the context of acquisitions. Detail-oriented, organized, and able to manage multiple projects and deadlines in a fast-paced environment, with a specific focus on acquisitions. Knowledge of leasing and marketing concepts, as well as an understanding of the single-family residential market and relevant regulations, with an emphasis on acquisitions. Experience with property management software (e.g., Yardi, MRI, RealPage) is a plus! This is a fantastic opportunity to join a dynamic team and contribute to the growth of the company's real estate portfolio through acquisitions. If you are ready to take on new challenges and contribute to a rapidly expanding organization, we look forward to receiving your application.

(Atlanta-based talent only) We are now recruiting on behalf of a rapidly growing, private equity-backed service company for a skilled Financial Analyst. This unique opportunity offers high visibility and direct impact on the business. The ideal candidate will have the opportunity to partner closely with Operations leaders, with plenty of room for growth into management. They offer a competitive compensation package, hybrid work flexibility, and an engaging, fast-paced environment. The Financial Analyst will work closely with field operations to provide financial reporting, track key performance indicators (KPIs), support budgeting and financial analysis, and ensure smooth accounting processes. You will serve as a key partner to Operations leaders around the country, helping them understand their financial performance, uncover drivers of their business, and identify opportunities for bottom-line improvements. Key Responsibilities: Assist field operations with financial reporting, monthly accounting closing, and KPI tracking Analyze financial data and provide actionable insights to support business decisions Support the budgeting and forecasting process Provide financial analysis to help drive operational improvements and efficiency Work closely with Operations teams to communicate financial results and strategies Travel out of state on a quarterly basis to support various locations Qualifications: Bachelor's degree in Finance or Accounting 1-3+ years of relevant experience in Finance, FP&A, and/or Accounting Strong business acumen with a desire to partner with Operations leaders and help drive financial success Exceptional communication skills and the ability to build strong working relationships with leaders across the organization. Advanced proficiency in Excel for data analysis and reporting Ability to travel quarterly as required A stable work history that demonstrates commitment and growth Why Join Us: Hybrid flexibility to support work-life balance Opportunities for growth and career advancement into management Competitive compensation and benefits package A dynamic and fast-growing company with a strong culture of collaboration and innovation Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco notes the salary range for the role as follows: $70-80k. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

An opportunity to join a growing team and help accelerate a rapidly expanding, Private Equity-backed enterprise. As part of Insight Global's Finance team, the Financial Analyst will provide proactive financial analysis, updates on performance, and assistance in decision making by utilizing analytical methods and partnering with business leaders. This is a high visibility role with direct exposure to divisional leadership and corporate executives. Successful candidates will be self-starters that focus on quality results while seeking to understand and improve the processes and tools that impact their day-to-day duties. The ability to function independently and prioritize and pivot between tasks is critical. Responsibilities Build monthly forecasts and support annual budgeting through an inclusive process with functional management teams Work closely with accounting and functional management teams to ensure proper financial reporting Create detailed variance analysis; forecast to budget, forecast to actual, and budget to actual Partner with sales and analytics leadership to ensure accurate KPI reporting. Analyze financial performance of divisions and provide updates to leadership along with insights and recommendations on areas for improvement. Contribute to Monthly Business Review processes. Monitor industry news to gain insights into competitive trends. Present complex information and insights to leadership. Other duties as assigned. Minimum Requirements: Bachelor's degree in Finance, Accounting, or related field A minimum of 2-5 years of experience in a FP&A or detailed financial modeling role Analytical mindset with a proactive approach to problem-solving, demonstrated through a track record of data-driven decision-making. Comfort with sourcing data from a data warehouse via SQL Server or Tableau interfaces Advanced knowledge of Excel required Advanced knowledge of Power BI or Tableau a plus

Marietta, GA Come join one of the nation's largest homebuilders in a dynamic role! If you are a Financial Analyst or Staff Accountant this may be a great next step for you! Highlights: 2023 Fortune 100 Best Companies to Work For by Great Place to Work and TOP 3 national builder. 10%+ annual growth in the market. 23 days of PTO and bonus exceeds target consistently. What you will do: Primary responsibility for performing financial analysis to be used by Division Ops team to assess financial and operational performance. Provides support in feasibility modeling, annual planning, quarterly forecasting, historical cost and budget analysis, and expense performance comparisons. Responsibilities: Assists in the feasibility process by preparing models to support the Land and Finance teams Assist Land and Finance teams to ensure appropriate documentation of all land entitlement and development expenditures and budgets. Activities may occur during feasibility process and/or through the life cycle to community build out Prepare monthly and quarterly financial reports for submission to Home Office. Forecast land, margin, and other related statistics. Generate financial models for property taxes, HOA funding, and land overhead absorption. Analyze historical changes in property tax requirements to develop/fund budget. What you will need: Minimum Bachelor's Degree in Finance or Accounting (or equivalent in related field) Certified Public Accounting license (active or inactive) preferred Minimum 3 years public and/or corporate accounting experience Strong analytical skills Good knowledge of GAAP and financial reports Strong verbal and written communication skills Ability to organize and manage projects Broad knowledge of land acquisition and land development

Accountants One is looking for a high-performing analyst for our client's Financial Planning and Analysis team, reporting to the Vice President of FP&A. In this newly created role, you will be part of driving strong alignment between strategy, execution, and financial results. Responsibilities Budgeting and Forecasting: Create departmental annual budgets and monthly forecasts as well as evaluate risks and opportunities. Business Performance Management: Deliver accurate, timely, and actionable financial reporting and key business metrics to the leadership team, private equity investors, and Board of Directors. Champion and drive systems improvements to support the budgeting and forecast processes. We have recently implemented top-tier financial systems (such as Oracle NetSuite and Salesforce) and is looking for candidates with a passion for leveraging automation including budgeting tools. Create and analyze KPIs related to business growth and profitability. Be a business partner and provide data insights to functional departments across the company. Build and/or enhance reporting as necessary. Constantly improve data visualization and company-wide and function-specific reporting to drive performance and build accountability. Candidate Qualifications 2-5 years of work experience in financial planning and analysis, accounting, investment banking, consulting and/or corporate finance Experience with private equity reporting requirements preferred Experience with companies with annual revenue exceeding $100M is a plus Mastery of Excel and proven experience in building strong financial models required Advanced PowerPoint skills that enable a story-driven presentation with compelling and complete data communicated to the audience A self-starter who excels at driving outputs in a timely manner Ability to scrutinize underlying model assumptions on an ongoing basis Ability to develop analytical insight that will help grow the business as a “thought-partner” to business leaders to solve problems Exceptional attention to detail and accuracy Project and time management skills Experience implementing or using financial budgeting software Finance or Accounting degree preferred; MBA/CPA is a plus 17996

Are you available to get back to work as soon as possible? Our client, a leading global manufacturer of specialty materials, is seeking a Financial Analyst for a 9-month contract opportunity in Atlanta, GA. This company specializes in advanced resins and engineered solutions used across multiple industries, including construction, automotive, and industrial manufacturing. In this role, you will support financial planning and analysis by assisting with budgeting, forecasting, and month-end close activities. You will analyze cost structures, profitability trends, and business performance metrics to provide valuable insights for decision-making. Additionally, you will prepare financial reports, collaborate with cross-functional teams, and support ad hoc financial modeling and special projects as needed. Financial Analyst Responsibilities: Assist with budgeting, forecasting, and variance analysis to support financial planning Prepare financial reports and dashboards, ensuring data accuracy and completeness Analyze cost structures, profitability trends, and business performance metrics Support month-end and quarter-end financial close activities, including journal entries and reconciliations Collaborate with cross-functional teams to provide financial insights for strategic decision-making Assist with ad hoc financial modeling, scenario analysis, and special projects as needed Financial Analyst Requirements: Bachelor's degree in Finance, Accounting, or a related field 3+ years of experience in financial analysis, reporting, or accounting Strong proficiency in Excel, including pivot tables and financial modeling Experience with ERP systems and financial reporting tools (SAP experience is a plus) Ability to analyze data, identify trends, and present actionable insights Strong communication and problem-solving skills This is an excellent opportunity for a financial professional to gain experience with a global industry leader while working in a fast-paced, collaborative environment. Apply today! Thank you, Ann Marie O'Sullivan Sr Project Manager - Accounting and Finance LaSalle Network LaSalle Network is an Equal Opportunity Employer m/f/d/v. LaSalle Network is the leading provider of direct hire and temporary staffing services. For over two decades, LaSalle has helped organizations hire faster and connect top talent with opportunities, from entry-level positions to the C-suite. With units specializing in Accounting and Finance, Administrative, Marketing, Technology, Supply chain, Healthcare Revenue Cycle, Call Center, Human Resources and Executive Search. LaSalle offers staffing and recruiting solutions to companies of all sizes and across all industries. LaSalle Network is the premier staffing and recruiting firm, earning over 100 culture, revenue and industry-based awards from major publications and having its company experts regularly contribute insights on retention strategies, hiring trends and hiring challenges, and more to national news outlets. LaSalle Network offers temporary Field Employees benefit plans including medical, dental and vision coverage. Family Medical Leave, Worker's compensation, Paid Leave and Sick Leave are also provided. View a full list of our benefits here: ********************************************************************************************************

iVitaFi is a dynamic and rapidly growing fintech start-up committed to revolutionizing the healthcare patient payment and financing landscape. With a focus on innovation, technology, and patient-centric solutions, iVitaFi aims to empower healthcare providers offer their patients simple and affordable payment options. Job Description: As the Financial Settlement Analyst within the Finance function at iVitaFi, you will play a pivotal role in driving business intelligence initiatives and managing the funds flow process for credit lines disbursed to our providers. Reporting to the Senior Director of Financial Planning and Analysis, you will be responsible for extracting valuable insights from our data model in PowerBI and ensuring the seamless funds flow to support our financial operations. Key Responsibilities: Funds Flow Management: Oversee the funds flow process for credit lines disbursed to providers on a weekly basis. Collaborate with finance, treasury, and operational teams to ensure accurate and timely funds allocation and disbursement. Process Optimization: Identify opportunities for process optimization within the funds flow process and financial reporting. Implement improvements to enhance efficiency, accuracy, and overall effectiveness of financial operations. Business Intelligence and Data Analysis: Utilize PowerBI to extract, analyze, and present key business intelligence gathered from our data model. Collaborate with cross-functional teams to understand data requirements and deliver actionable insights that support strategic decision-making. Data Insights and Value Creation: Analyze complex financial data using PowerBI, extracting insights that go beyond raw data to provide a clear understanding of business performance. Develop a deep understanding of the "so what" behind data trends, translating findings into actionable insights for the finance team and key stakeholders. Collaborate with business units to identify value creation opportunities based on data analysis, contributing to strategic decision-making and business growth. Proactively recommend improvements and optimizations by linking data insights to actionable initiatives that positively impact iVitaFi's financial outcomes. Drive a culture of data-driven decision-making by providing training and guidance on interpreting data insights and leveraging them for value creation. Financial Reporting: Prepare and present financial reports, dashboards, and visualizations using PowerBI to communicate financial performance and trends. Ensure reports align with business objectives and provide meaningful insights to stakeholders. Data Quality Assurance: Implement and maintain data quality assurance processes to ensure accuracy and integrity of financial data. Work closely with IT and data engineering teams to address data quality issues and optimize data extraction processes. Cross-Functional Collaboration: Collaborate with the finance team, operations, and other business units to align business intelligence efforts with broader organizational goals. Facilitate communication and knowledge sharing to ensure a holistic understanding of financial data and processes. Qualifications: Bachelor's degree in Finance, Business, or a related field. Master's degree or relevant certifications (e.g., CFA) is a plus. 5+ years operational banking, settlement and reconciliation or cash management experience desired. Credit Card Processing or Issuer/Acquirer Settlement experience Working knowledge of various bank portals to access data and initiate ACH transfers Knowledge of NACHA rules and compliance Expertise in using PowerBI for data analysis, reporting, and visualization. Knowledge of SQL programming language very important. Strong analytical skills with the ability to translate complex data into actionable insights. Experience in managing funds flow processes, particularly related to credit lines and financial disbursements. Detail-oriented with a focus on data quality and process optimization. Excellent communication skills with the ability to convey financial insights to both technical and non-technical stakeholders.

Got it. Let's shift the focus from profitability to how financial analysis supports expert patient care at Northside Hospital. Headline: Empower Expert Patient Care: Join Northside Hospital as a Financial Analyst! Body: Are you a passionate Financial Analyst with 2 years of experience, eager to contribute to exceptional healthcare? At Northside Hospital, your analytical skills will directly support our mission of providing expert patient care. Join our dynamic finance team in Atlanta and play a crucial role in ensuring our physicians have the resources they need to excel. Why This Role Matters: Directly Support Patient Care: Your financial analyses will optimize physician compensation and resource allocation, ensuring our doctors can focus on delivering the highest quality care. Strategic Contribution: You'll develop sophisticated financial models that provide insights for strategic decisions, ultimately enhancing patient outcomes. Professional Growth: Mentor junior analysts, manage key projects, and advance your career in a leading healthcare institution committed to excellence. What You'll Bring: 2+ years of post-graduate financial analysis experience. Expert-level proficiency in Microsoft Excel. Bachelor's degree in Business or Health Administration (MBA/MHA preferred). Strong analytical, problem-solving, and communication skills. Familiarity with SQL is a plus. Your Key Responsibilities: Conduct in-depth financial analyses to support physician compensation and resource management. Develop and maintain detailed financial models and reports. Provide insightful variance analyses to inform strategic decision-making. Why Northside Hospital? Be part of a renowned healthcare leader dedicated to providing expert patient care. Enjoy competitive compensation, comprehensive benefits, and opportunities for career advancement. Collaborate with a talented team in a supportive, onsite environment in Atlanta, GA. Ready to use your financial expertise to make a meaningful impact on patient care? Apply now and join the Northside Hospital team! #HealthcareFinance #FinancialAnalyst #HealthcareJobs #NorthsideHospital #AtlantaJobs #PatientCare #FinanceCareers

Rockstar is recruiting for an independent investment management firm that provides high-level financial and retirement planning, wealth management, tax strategies, protection, and legacy planning to high-net-worth individuals. Our client is a Registered Investment Advisor (RIA) managing over $275 million in assets, catering to business owners, executives, professionals, and independent women with over $1 million in savings. They bring expertise in fiduciary services, helping clients achieve lasting financial well-being. The core purpose of the Financial Planner role is to provide in-depth and detailed planning to the firm's Financial Advisors and to assist in client acquisition, plan creation for clients, and demonstrate the value of our comprehensive planning strategies for income, investing, tax, protection, and legacy. Outcome: Delivering Financial Planning Excellence 1. Analyzing current plans for prospective clients 2. Preparing plans for new clients 3. Demonstrating the value of financial planning strategies 4. Calculating the value of tax-savvy solutions 5. Preparing presentation materials for Financial Advisors to communicate planning strategies This workplace is one where everyone's work matters, each team member's contributions are valued and appreciated, and together we make a difference for our clients. Skills and experience needed: • Experience in an area such as Finance, Accounting, Tax, Business, Economics, or a related field • 2+ years of relevant financial planning experience in a financial industry • CFP or CPA designation would be beneficial, or have a desire to obtain one • Proficiency in Microsoft Excel • Ability to analytically problem-solve around planning strategies & opportunities in tax, cash-flow, and investing • Deliver with thoroughness, accuracy, timeliness, and confidentiality • Strong communication skills (written & verbal) to work collaboratively with a team and with advisors. Duties and Responsibilities include: • Interpret and review client financial statements to pull the relevant information needed for evaluating current issues and opportunities • Organize information, build personal financial statements, and cash flow models • Build scenarios in financial planning software to evaluate, compare, and present planning techniques · Be able to follow direction and processes for gathering & analyzing data · Be comfortable around analyzing investment holdings & performance evaluation · A desire to follow a process for putting together a presentable plan design for various solutions that also shows the benefits of planning strategies · Assemble needed supporting materials of financial products, investments, and strategies to confirm the validity of the strategies · Desire to do work of excellence, meet deadlines, produce accurate work, and consistently deliver relevant materials Salary: • $100,000 - $150,000 based on level of experience Benefits: • 10 Paid Time Off (PTO) days and about 10 Paid Holidays per calendar year • High Deductible Health Plan is available • Automatic 3% contribution to 401k after 6 months of employment Hours: • Monday-Friday, 9am-5pm (in office)