Sales Planning

Sales Planning Finance Jobs

111 jobs found

1mo ago

Sr. Finance, Planning and Analysis Specialist

Logistics Management Institute Tysons, VA

Tysons, VA

1mo ago

Full time Adaptive Planning Analysis Board Reporting

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Job Description

Overview

This position reports to the Director of Financial Planning & Analysis and collaborates closely to guide the organization through a transition to a product sales-based model across the enterprise. Location: Tysons, VA 22102.

Responsibilities

Lead the development of a product lifecycle management system to monitor a portfolio of products from initial investment through pricing and sales, to downstream enhancements and ongoing maintenance after market release.
Provide ongoing financial stewardship and advisory support to the Chief Technology Organization.
Collaborate with project control and indirect budgeting leads to develop and maintain the operational budget for the overall product portfolio and pilot program implementations.
Track product development schedules and milestones, and assess progress against established budgets.
Establish a tracking framework to cohesively map product and offerings revenue throughout the lifecycle from sales opportunities to recognized revenue.
Respond to ad hoc inquiries and provide guidance to the CTO on key development milestones, budget variances, and actual versus projected sales revenue across the product portfolio.
Build and maintain sophisticated models to evaluate development costs, pricing strategies, acquisition strategies, and operating models.
Prepare monthly and quarterly Board-level reporting that communicates the financial health of investments and the actual and anticipated returns.
Develop process automation with Adaptive and Workday forecasting tools to ensure data integrity across the organization for internal development costs, capitalized and amortized costs, and revenue streams related to return on investments.
Provide financial consultation to development, technology and marketing teams to interpret spend versus performance and build business cases for expansions in new product offerings and initiatives.

Qualifications

8 to 10 years of FP&A experience with a focus on product development and software lifecycles.
Familiarity with product development investment models related to future annual revenue streams.
Knowledge of Costpoint with the ability to provide insight and in-depth analysis of deployed reports.
Prior use and understanding of forecasting systems, with Adaptive preferred.
Advanced Microsoft Excel skills.
Proven ability to work with large data sets and consolidate them into informational reports for corporate leadership.
Experience in a fast-paced environment with the ability to explain findings to director/VP/SVP level resources.
Bachelor’s degree in mathematics, finance or accounting; MBA preferred.
Ability to collaborate with multiple stakeholders to ensure consistency in operations, reporting and outcomes.

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1mo ago

Private Client Relationship Manager

Citizens Manchester, NH

Manchester, NH

1mo ago

Full time Manager Affluent Banking

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Job Description

Description

Based in Manchester, NH 03101, Citizens Private Client delivers tailored financial planning and advisory services to help clients achieve their long-term goals. The Private Client team fosters a client-centric culture, emphasizes continuous development, and supports ongoing practice management. Private Client Relationship Managers (PCRMs) interact directly with affluent and high-net-worth clients to exceed expectations by thinking long term, taking the next right step, and collaborating with colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners, forming an integrated Citizens Private Client team.

Responsibilities

Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by conducting comprehensive discovery and financial planning conversations, understanding a client’s goals, and presenting personalized strategies aligned with those objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to deliver a seamless client experience across Citizens.
Leverage Salesforce CRM to track activity.

Measures of Success include:

Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction survey results.

Qualifications, Education, Certifications and/or Other Professional Credentials

Bachelor’s degree (preferred).
3 to 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.

Compensation

Salary plus the opportunity to earn incentive compensation. Salary is commensurate with experience.

Hours and Work Schedule

Hours per Week: 40

Work Schedule: M-F; potential Saturday hours

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, marital or domestic partner status, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, reproductive health decisions, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. Citizens is committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us

At Citizens, you will find a customer-focused culture centered on helping customers and giving back to local communities. Joining our team means being part of a supportive and collaborative environment, with access to training and tools to accelerate your potential and advance your career growth.

Background Check

Any offer of employment is conditioned upon successful completion of a background check, which may include initial credit, motor vehicle record, public records, prior employment verification, and criminal background checks. Results are reviewed in accordance with legal and regulatory requirements and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include additional information.

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1mo ago

Revenue Manager

Hotels Lakeville, MN

Lakeville, MN

1mo ago

$51k - $65k/yr Full time Manager Accounting Accrual Accounting

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Job Description

Job Summary

We are seeking a dynamic and detail oriented Hotel Revenue Manager to lead the revenue and rate optimization efforts for an independent hotel in Lakeville. In this pivotal role, you will analyze market trends, oversee revenue forecasting, and implement pricing strategies to maximize profitability across all business segments. Your expertise will support data driven decision making, ensuring the organization maintains a competitive edge while adhering to regulatory standards and accounting principles. This position offers an opportunity to influence financial performance through innovative approaches and strategic insights. Join us as a Revenue Manager to leverage your technical expertise and strategic mindset, driving growth while ensuring compliance. This role provides an engaging environment where your skills in financial analysis and management will have a meaningful impact on our organization’s success.

Duties

Develop and execute comprehensive revenue management strategies aligned with organizational goals to optimize income streams.
Analyze financial data, market conditions, and the competitive landscape to inform pricing models and revenue forecasts.
Collaborate with cross functional teams including finance, sales, marketing, and operations to implement revenue initiatives effectively.
Prepare detailed financial reports, interpret complex data sets, and communicate insights clearly to senior leadership for strategic decision making.
Oversee the accuracy of financial statements, including balance sheets, income statements, and cash flow reports through meticulous account reconciliation and audit procedures.
Utilize advanced financial software such as PeopleSoft, Xero, QuickBooks, Sage, or similar tools for accurate bookkeeping, journal entries, and ledger management.
Conduct variance analysis, budget forecasting, and financial modeling to support long term planning initiatives.
Maintain expertise in specialized areas such as LIHTC (Low-Income Housing Tax Credit), nonprofit accounting practices, securities law compliance, governmental accounting standards, and technical accounting principles.
Mentor team members by providing guidance on best practices in financial management, regulatory compliance, and professional development.

Experience

Proven experience in revenue management within a corporate or nonprofit setting with a strong understanding of financial concepts such as double entry bookkeeping, account reconciliation, and financial report writing.
Demonstrated proficiency with accounting software including PeopleSoft, QuickBooks, Sage, Xero or similar platforms; familiarity with Microsoft Excel for advanced data analysis is essential.
Strong background in financial statement preparation, balance sheet reconciliation, accounts payable/receivable management, and cash flow analysis.
Experience in auditing processes and regulatory reporting requirements; ability to interpret complex financial data accurately.
Skilled in budgeting, forecasting, general ledger reconciliation, account analysis, and accrual accounting practices.
Exceptional analytical skills combined with a solid understanding of public accounting standards; ability to interpret financial statements effectively.
Prior mentoring experience or leadership roles that involved guiding finance teams or cross-departmental collaboration are highly valued.

Salary and Location

Pay: $51,468.25 - $65,000.00 per year

Location: Lakeville, MN 55044; Work Location: In person

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1mo ago

Senior Trust and Wealth Advisor

TrustBank Wheaton, IL

Wheaton, IL

1mo ago

$122k - $262k/yr Full time Marketing Senior Advisor

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Job Description

Position Overview

Become part of TrustBank’s dynamic wealth management team. We are seeking a Senior Trust and Wealth Advisor who aims to make a meaningful impact and thrives in a collaborative environment. You will play a pivotal role in surpassing client expectations and contributing to Growing Prosperity Together.

Position Details

Title: Senior Trust and Wealth Advisor
Department: Wealth Management
Reports To: Chief Wealth Strategist
FLSA Status: Exempt
Type: Full-Time
Location: Wheaton, IL 60187

What You Will Do

Establish advisory relationships by directly engaging with clients to gather information on financial circumstances and goals.
Assess overall personal financial conditions including complex retirement plans, estate plans, investments, taxes, insurance, cash flow, cash management, and budgeting.
Identify client objectives, risk tolerance, and capital needs.
Provide guidance on general financial forecasts and trends.
Develop sophisticated goals-based wealth plans aligned with client objectives and consult with clients and other specialists on action steps.
Coordinate implementation of advanced wealth plans according to client directions.
Collaborate with clients’ other advisors and TrustBank partners to deliver coordinated financial and wealth planning services.
Review account relationships and communicate with the wealth management team to uncover cross-selling opportunities.
Lead the sales process in assigned markets and identify opportunities to expand client relationships.
Contribute to the development and monitoring of best practices in financial planning delivery.
Prepare and present materials related to ongoing client relationship maintenance.
Develop marketing materials and plans and deliver marketing presentations.
Contribute to TrustBank wealth planning thought leadership and related marketing resources.
Actively engage with professional advisor networks, including attendance at conferences and networks, to cultivate relationships.
Operate independently with in-depth knowledge of the business unit and its functions.
Balance high level execution with strategic development and direction of the function.
Perform preliminary analyses as required.
Interact directly with committees and management as part of duties.
Strategically develop, implement, and manage programs within the functional area.
Undertake other duties as assigned by the manager.

Working Conditions

The role follows a Monday through Friday schedule, typically 8:00 AM to 5:00 PM, totaling 40 hours per week. Additional hours may be necessary. Primary work location is within the DuPage County / Chicago Market. Expect prolonged computer use, a moderate noise level, and a well-lit office. Duties may require standing, walking, using hands and fingers, reaching, speaking, and hearing. Ability to lift up to 25 pounds. Vision requirements include near, distance, peripheral vision, depth perception, and focus. Some tasks may be repetitive at a computer and may involve direct public interaction.

TrustBank Core Values

Support and embody the TrustBank and Wealth Management Culture and Core Values in all duties and interactions.

Compensation and Benefits

The estimated annual salary for this position ranges from $121,900 to $262,000, including incentives. This span reflects the compensation range across our markets. Actual pay will depend on role responsibilities, relevant skills, experience, education, and geographic location. We use a holistic approach in hiring to ensure internal equity while recognizing unique qualifications. In addition to base salary, this role participates in an incentive compensation plan tied to individual performance. TrustBank offers a 401(k) plan with a discretionary employer match in bank stock, along with a comprehensive benefits package. For more details about employee benefits, visit our Career Page at the following link: https://trustbank.net/company/career-opportunities.

Disclosures

TrustBank values diversity and inclusion and does not discriminate on any protected basis, including race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital or veteran status, pregnancy, disability, or any other basis protected by law. We provide reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. This description may be updated and is not intended to be all-inclusive. The role may involve other related duties to meet organizational needs. TrustBank is an Equal Opportunity Employer / Disability / Veterans.

Education and Experience

Successful candidates typically possess knowledge of sophisticated income tax planning, retirement planning, estate planning, investment and asset allocation planning, risk management planning, and cash flow planning, usually gained through substantial related work experience. A university or college degree in finance, economics, or a related field is required. The candidate should be an effective communicator and collaborative professional.

Qualifications and Key Attributes

Proven ability to service and develop client relationships by effectively engaging clients and identifying their needs.
Exceptional communication skills, strong attention to detail, proactive approach, analytical mindset, empathy, and the ability to work with minimal supervision.
Travel across regional locations is required.

Required Skills and Abilities

Strong analytical, problem solving, and organizational capabilities to address requests, prioritize tasks, and manage workflow.
Solid understanding of general financial principles to serve and communicate with high net worth clients.
Maintain knowledge of financial software and applications and how technology supports high standards of service at TrustBank.

Technical Skills

Proficiency with Salesforce, eMoney, MS Office Suite, Excel for data analysis, planning software, and report preparation.

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1mo ago

Senior Accountant, Hybrid

LHH US Southlake, TX

Southlake, TX

1mo ago

$75k - $80k/yr Full time Senior Accountant Accounting

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Job Description

Location and Work Arrangement

Southlake, TX. Hybrid role with in-office presence required three days per week.

Responsibilities

Record and review activity in the general ledger, including accruals, G&A expenses, and sales deductions.
Develop and maintain financial reports for internal and external stakeholders.
Prepare and review monthly balance sheet reconciliations.
Provide support for planning and budgeting processes for external customers.
Support year end and interim external audits.
Perform other analytical duties as required.

Qualifications

Bachelor degree in Accounting, Finance, or a related field.
1 to 3 years of accounting experience in general accounting, financial reporting, or public accounting.
Intermediate Excel skills.
Strong verbal and written communication skills and solid organizational abilities.

Benefits and Compensation

Salary range of $75,000 to $80,000 per year.
Medical, dental, and vision insurance; life insurance; short term disability; additional voluntary benefits.
Employee Assistance Program, commuter benefits, and 401(k) plan.
Paid leave options including paid sick leave as required by law, other paid leave as required by federal, state, or local law, and holiday pay upon eligibility.

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1mo ago

Financial Broker

Integrity Marketing Group Carrollton, TX

Carrollton, TX

1mo ago

$55k - $100k/yr Full time Asset Management Broker Cash Management

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Job Description

Job Overview

Integrity Marketing Group is seeking motivated and ambitious individuals for a Financial Broker role. The ideal candidate will possess a solid grasp of financial concepts and a passion for helping clients achieve their financial goals. As a Broker, you will manage client personal information and offer expert guidance on investment opportunities. This position requires strong interpersonal skills and the ability to build lasting relationships with clients.

Responsibilities

Develop and maintain client relationships through effective communication and personalized service.
Manage client personal information to align with their financial objectives.
Assist clients with financial planning, including estate planning and cash management strategies.
Collaborate with other financial professionals to provide comprehensive asset management services.
Conduct regular reviews of client accounts to assess performance and make necessary adjustments.

Skills

Strong sales acumen with the ability to identify opportunities for growth in client portfolios.
In-depth knowledge of financial concepts, including asset management, portfolio management, and technical accounting.
Proficient in customer relationship management techniques to foster long term client loyalty.
Experience in financial sales, demonstrating a track record of success in meeting or exceeding targets.
Familiarity with estate planning principles and cash management practices is advantageous.
Excellent analytical skills to interpret market data and make strategic recommendations.
Strong communication skills, both verbal and written, to effectively convey complex information to clients.

Experience

Join us as we strive to provide exceptional service and innovative solutions for our clients' financial needs.

Job Types

Full-time
Part-time
Temporary
Permanent

Pay

Salary: $55,000.00 - $100,000.00 per year

Benefits

Employee assistance program
Financial planning services
Flexible schedule
Life insurance
Professional development assistance
Relocation assistance
Retirement plan

Ability to Commute

Carrollton, TX 75006 (Required)

Work Location

In person

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1mo ago

Financial Planner and Financial Advisor career path (Series 7/66)

Prudential Advisors: The Greater Los Angeles... Sherman Oaks, CA

Sherman Oaks, CA

1mo ago

$17+/hr Full time Marketing 66 Advisor

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Job Description

Career Summary

The Financial Professional Associate position with Prudential Advisors is multi-dimensional. The entrepreneurial individual selected for this opportunity will operate within a team of Financial Professionals dedicated to helping clients reach their financial goals. The role includes participation in a comprehensive development program that supports numerous future career paths, such as becoming a solution specialist, a fee-based financial planner, or advancing into a leadership role leading a team of advisors.

Location: Sherman Oaks, CA 91403

Overall Responsibilities

Consult with clients to build needs-based solutions that align with their financial objectives by integrating investment, protection, and retirement planning strategies.

Develop a loyal client base through strategic networking, targeted marketing, and outstanding customer service.

Support existing Prudential clients through our lead generation programs.

Collaborate within a team environment to assemble the best possible solutions for clients.

Essential Career Functions

Develop and implement marketing strategies to continually engage current clients and identify potential new clients
Analyze information gathered during client meetings and formulate proposed solutions
Establish financial plans for clients as a licensed financial planner
Reach out to existing clients to keep portfolios current and aligned with individual needs and goals
Deliver educational presentations or seminars to individuals or groups on topics related to investments, retirement, or protection options
Ensure all work complies with industry regulatory standards and Prudential Advisors guidelines

Required Skills, Knowledge and Experience

Prudential Advisors, part of the Prudential Financial family, seeks individuals committed to making a meaningful impact in clients’ lives. Our comprehensive training and development program means prior experience in the financial services industry is not required, though prior exposure is advantageous.

Self-starter with an entrepreneurial mindset
Customer service champion
Engaging and persuasive communicator and negotiator
Problem solver
Life-long learner who pursues ongoing education and professional development
Critical thinker
Prior sales experience is a plus
College degree is a plus, but equivalent work and life experience will be considered
High school diploma or GED equivalent is required