33 Financial Analysis jobs in the United States

Job Description

Benefits:

• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off

• Assist in the preparation and management of the annual budget , quarterly forecasts , and long-range financial plans .
• Analyze monthly and quarterly results, producing variance analyses and identifying trends, risks, and opportunities.
• Partner with operations, R&D, and commercial teams to understand cost drivers and provide financial support for decision-making.
• Create and maintain financial models to support business planning, capital investments, and product cost analysis.
• Develop management reporting packages, dashboards, and KPIs tailored to the needs of a manufacturing and biotech operation.
• Support the continuous improvement of financial systems and reporting tools, particularly within Microsoft Dynamics and related BI tools.
• Assist in preparing presentations for senior leadership, board meetings, and other key stakeholders.
• Participate in ad hoc financial analysis and special projects as needed.

• Bachelors degree in Finance, Accounting, Economics, or a related field.
• 3-5 years of relevant experience in FP&A, corporate finance, or similar analytical roles; experience in manufacturing preferred.
• Strong Excel skills and comfort building and maintaining financial models.
• Familiarity with Microsoft Dynamics ERP and ability to extract and analyze financial and operational data.
• Excellent written and verbal communication skills with a collaborative mindset.
• Strong attention to detail, organization, and problem-solving abilities.
• Ability to work effectively in a fast-paced, evolving environment.

Job Description

About the Company:

Our client is a global leader in their industry, known for driving innovation and financial excellence across their operations. They are seeking a highly motivated and analytical Finance Business Partner to join their Americas Supply Chain team, partnering with key business areas to ensure operational success and strategic alignment. This is an exciting opportunity to play a pivotal role in a fast-paced organization where your insights and expertise will drive business performance.

Job Overview:

The Finance Business Partner will collaborate with the Americas and Global Supply Chain teams across procurement, materials management, and new product development. As an integral partner, you will influence strategies, oversee financial performance, provide data-driven insights, and manage the forecasting and planning processes. Reporting to the Director of Finance, you will empower leadership with actionable information to optimize operational efficiency and financial delivery.

What You’ll Do:

• Serve as a trusted advisor, driving performance and partnering on critical initiatives with Supply Chain teams.
• Analyze major cost deviations and proactively identify risks to financial objectives.
• Lead the Forecast and Planning processes across procurement, materials, and product development.
• Collaborate on the creation and implementation of accurate budgets and forecasts for various initiatives.
• Forecast impacts from foreign exchange variances, tariffs, and duties to inform purchasing and procurement decisions.
• Develop, track, and align KPIs with senior leadership to measure success and identify opportunities for improvement.
• Review and enhance existing processes across supply chain functions to drive operational efficiencies.
• Provide monthly performance results and insights to empower leadership decision-making.
• Ensure compliance with governance standards and support audit requirements when applicable.
• Manage and control capital expenditure (Capex) budgets, providing accurate forecasts and reports to support strategic investments.

Leadership:

• Take accountability for financial guidance and management across supply chain functions.
• Build strong partnerships with Supply Chain leadership and other cross-functional teams.
• Contribute to a collaborative, team-focused finance environment that encourages growth and innovation.

Stakeholder Management:

• Maintain strong relationships with Supply Chain, Finance, and Procurement leadership teams, both locally and globally.
• Act as a vital connection between Supply Chain Finance and other corporate functions, fostering alignment and collaboration.
• Clearly communicate financial performance insights, variances, risks, and opportunities in a manner that resonates across various stakeholders.

Key Performance Indicators (KPIs):

• P& L (Profit & Loss) financial performance management.
• Optimized working capital management, including inventory and creditor performance.
• High forecast accuracy for P& L and cash flow projections.
• Implementation of streamlined processes for tracking performance and forecasting.

Required Education & Experience and Skills:

• Bachelor’s degree in Finance, Accounting, or a related field.
• 5+ years of applied Finance/Accounting experience in a similar role.
• Advanced proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and Microsoft Teams.
• Strong knowledge of ERP systems, planning tools, and reporting software.
• Deep understanding of financial statements, risk management, internal controls, GAAP, and relevant regulations.

Job Description

We are looking for an experienced Financial Analyst/ Accountant to lead efforts in driving financial insights and optimizing both strategic and operational performance. This role blends high-level financial forecasting and analysis with hands-on accounting tasks to support the organization's goals. Based in Greenville, South Carolina, this position offers the opportunity to collaborate with leadership and contribute to impactful decision-making.

Responsibilities:

• Develop and manage annual budgets, financial forecasts, and profitability models to align with organizational goals.

• Evaluate pricing strategies and product performance across multiple sales channels, including e-commerce, retail, and marketplaces, to enhance margins.

• Identify opportunities for cost reduction by analyzing transaction expenses, fulfillment costs, and operational efficiencies.

• Conduct detailed profitability analyses at the product level, offering recommendations to optimize product mix, pricing, and promotional strategies.

• Create dashboards and performance metrics to monitor key business indicators and provide actionable insights.

• Collaborate with leadership to assess business activities, formulate strategies, and support high-impact decisions.

• Prepare accurate monthly and year-end financial statements, ensuring compliance with organizational standards.

• Manage general ledger entries, balance sheet reconciliations, and intercompany accounts with precision and timeliness.

• Assist with tax compliance efforts, including corporate, franchise, and sales taxes, while coordinating with external accountants for filings.

• Support internal and external audits, ensuring adherence to regulations and timely completion.

Job Description

We are looking for an experienced Financial Planning & Analysis Manager to join a leading private equity firm in Boston, Massachusetts. In this role, you will play a pivotal part in developing strategic financial plans and providing critical insights to support executive decision-making. This position offers the opportunity to collaborate across various business units and contribute to the company's long-term goals.

Responsibilities:
• Develop comprehensive financial plans, including budgets, forecasts, and multi-year projections, to guide business strategy.
• Partner with the compensation and corporate finance teams to ensure accurate financial reporting and decision-making.
• Prepare journal entries to align the company’s tax basis P& L with the management basis P& L.
• Perform detailed financial analyses and respond to ad hoc requests from senior leadership.
• Provide financial support and insights to capital markets business units, working closely with their finance teams.
• Analyze real-time and anticipated changes in the business to refine long-term strategic plans.
• Maintain accurate and up-to-date management basis profit and loss statements.
• Collaborate with cross-functional teams to enhance financial processes and reporting.
• Assist in identifying opportunities for operational improvements and cost efficiencies.
• Support the development of presentations and reports for senior management and stakeholders.

1. Bachelor degree with good academics, MBA MSF a +
2. 5-10+ FP& A role. Budgets, plans, forecasts, projects, acctg adjustments
3. At least some exp managing / mentoring.
4. Business unit FP& A type experience is helpful.
5. Ideal Tools: Excel, Anaplan, PowerBI, Tableau
6. Open on industry but something similar is helpful.

Interested candidates should apply here but can also connect with John Bresnahan on LinkedIn for further emphasis of interest.

Job Description

Manager Financial Planning & Analysis role with professional services client - internal role

Opportunities for advancement and growth within the organization

The client is located in Chicago and has a hybrid environment with a day or two onsite.

Manager Financial Planning & Analysis with strategic planning, data-driven decision-making, and cross-functional collaboration. Play a key role in shaping the financial direction of the business while mentoring others and supporting the continued growth of our high-performing global organization.

Financial Planning and Analysis Responsibilities

• Analyze and interpret financial results, identify trends, and drive actionable insights to senior leadership.
• Lead the development and execution of financial plans, budgets, and forecasts aligned with strategic initiatives.
• Serve as a subject matter expert in financial systems, tools, and policy interpretation to ensure standardization and accuracy.
• Advise senior FP& A and business leaders on risks, opportunities, and long-range financial planning.

Reporting / Data Tracking Responsibilities:

• Oversee the creation of performance dashboards and reports that inform executive decision-making.
• Lead the preparation of materials for executive reviews.
• Provides ideas for improving business performance and recommends action plans.
• Drive continuous improvement across reporting processes and data governance.

Communications Responsibilities

• Foster strong partnerships with business leaders across multiple functions to enable financial and operational success.
• Represent the Finance function in regional and national forums.
• Mentor, guide, and develop analysts, fostering a culture of growth, innovation, and accountability.
• Identify and share best practices across regional Finance teams to ensure cohesion and excellence.

Keys for consideration -

• Proven ability to lead in fast-paced, matrixed environments.
• Strong command of financial statements, performance metrics, and scenario modeling.
• Strategic thinking combined with a bias toward action and innovation.
• Ability to influence and inspire collaboration across levels.
• Financial forecasting, financial modeling, budgeting, professional service industry experience.
• Passion for empowering others and cultivating a high-performance finance culture.
• Demonstrated success in presenting financial data to executive leadership and making sound business recommendations.
• 7 plus years of experience - FP& A, finance, strategic operations.
• Systems skills - Power BI, Workday, Adaptive Insights

The client offers benefits to include - insurance, 401K, vacation, holiday pay and more

• 7 years of progressive experience - professional services industry ideal.

• Expertise in financial modeling, analysis, and annual budget processes.

• Familiarity with business intelligence tools such as Power BI or Workday Adaptive Insights is highly beneficial.

• Demonstrated ability to present financial data effectively to executive leadership and provide sound recommendations.

• Proven track record of success in fast-paced, matrixed environments.

• Strategic thinker with a proactive approach to innovation and collaboration.

Financial Reporting & Analysis Associate

Management, Statutory Audited & Regulatory Reporting Team

Full Time

Boston, MA or Springfield, MA

The Opportunity

We seek an energetic, motivated, Financial Reporting & Analysis Associate to join our team. As a member of the team, you will be part of an interdisciplinary reporting and analysis team in our Controller’s department that can execute on management reporting while leveraging and maintaining key reporting systems to optimize, compile and analyze the Company’s financial results, collaborate with finance teams throughout the CFO organization, and present financial results to senior management.

The Team

The Management, Statutory Audited and Regulatory Reporting team is part of MassMutual’s Corporate Finance Organization. The team is motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration. Team members are energized to deliver timely and accurate financial reporting data to internal and external customers while successfully executing on financial reporting controls. Our team is a collaborative team that supports cross-functional strategic initiatives across the enterprise, optimization and oversees our business partners’ results. We appreciate a diverse team and leveraging diverse thought to optimize processes and build strong relationships.

The Impact

As a Financial Reporting & Analysis Associate, you will produce, analyze and deliver regulatory, audited and management reports, utilize key financial reporting systems and collaborate with internal and external customers to execute financial reporting controls. To accomplish this, you will:

• Demonstrate business acumen to interpret statutory regulatory and reporting requirements to timely and accurately produce regulatory, audited statement and management reports for key constituents including Senior Management, External Auditors, Regulatory bodies, and the Board of Directors
• Prepare certain quarterly and annual regulatory and audited statutory exhibits, schedules and disclosures
• Complete state forms and participate in state filing processes
• Monitor executing and documenting key controls, including, but not limited to statement tie-outs, financial statement line items fluctuations, quality assurance validations and review, proper sing-offs on inputs from dependent sources
• Supervise offshore team members to timely and accurately execute query refreshes and quality assurance reviews
• Work in a fast paced and agile work environment to meet or exceed deadlines
• Follow the daily quarterly close process, track and follow up on notable items
• Participate complex cross-functional projects
• Drive continuous improvement and efficiencies within the reporting processes beyond the scope of responsibilities listed
• Develop technical skills and improve competencies supporting role

The Minimum Qualifications

• Bachelor's degree in Accounting, Finance, or related field
• 3 + years of experience working with audited statements, including disclosures OR regulatory reports OR 1 year working experience with audited statutory and GAAP reporting in life insurance companies
• 1+ years experience with general ledger reporting cubes and warehouses; and the ability to gather data elements from various sources

The Ideal Qualifications

• Master's degree in accounting, Finance, or related field
• Knowledge of advanced insurance and investment statutory accounting principles
• Expert knowledge of Excel and PowerPoint
• CPA or advanced degree in accounting
• Other competencies required include customer focus, change & innovation, strategic thinking, relationship building & influencing

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Management, Statutory Audited, Regulatory Reporting and Close and Consolidation teams
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-CR37

Financial Reporting & Analysis Associate

Management, Statutory Audited & Regulatory Reporting Team

Full Time

Boston, MA or Springfield, MA

The Opportunity

We seek an energetic, motivated, Financial Reporting & Analysis Associate to join our team. As a member of the team, you will be part of an interdisciplinary reporting and analysis team in our Controller’s department that can execute on management reporting while leveraging and maintaining key reporting systems to optimize, compile and analyze the Company’s financial results, collaborate with finance teams throughout the CFO organization, and present financial results to senior management.

The Team

The Management, Statutory Audited and Regulatory Reporting team is part of MassMutual’s Corporate Finance Organization. The team is motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration. Team members are energized to deliver timely and accurate financial reporting data to internal and external customers while successfully executing on financial reporting controls. Our team is a collaborative team that supports cross-functional strategic initiatives across the enterprise, optimization and oversees our business partners’ results. We appreciate a diverse team and leveraging diverse thought to optimize processes and build strong relationships.

The Impact

As a Financial Reporting & Analysis Associate, you will produce, analyze and deliver regulatory, audited and management reports, utilize key financial reporting systems and collaborate with internal and external customers to execute financial reporting controls. To accomplish this, you will:

• Demonstrate business acumen to interpret statutory regulatory and reporting requirements to timely and accurately produce regulatory, audited statement and management reports for key constituents including Senior Management, External Auditors, Regulatory bodies, and the Board of Directors
• Prepare certain quarterly and annual regulatory and audited statutory exhibits, schedules and disclosures
• Complete state forms and participate in state filing processes
• Monitor executing and documenting key controls, including, but not limited to statement tie-outs, financial statement line items fluctuations, quality assurance validations and review, proper sing-offs on inputs from dependent sources
• Supervise offshore team members to timely and accurately execute query refreshes and quality assurance reviews
• Work in a fast paced and agile work environment to meet or exceed deadlines
• Follow the daily quarterly close process, track and follow up on notable items
• Participate complex cross-functional projects
• Drive continuous improvement and efficiencies within the reporting processes beyond the scope of responsibilities listed
• Develop technical skills and improve competencies supporting role

The Minimum Qualifications

• Bachelor's degree in Accounting, Finance, or related field
• 3 + years of experience working with audited statements, including disclosures OR regulatory reports OR 1 year working experience with audited statutory and GAAP reporting in life insurance companies
• 1+ years experience with general ledger reporting cubes and warehouses; and the ability to gather data elements from various sources

The Ideal Qualifications

• Master's degree in accounting, Finance, or related field
• Knowledge of advanced insurance and investment statutory accounting principles
• Expert knowledge of Excel and PowerPoint
• CPA or advanced degree in accounting
• Other competencies required include customer focus, change & innovation, strategic thinking, relationship building & influencing

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Management, Statutory Audited, Regulatory Reporting and Close and Consolidation teams
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-CR37

Financial Reporting & Analysis Associate

Management, Statutory Audited & Regulatory Reporting Team

Full Time

Boston, MA or Springfield, MA

The Opportunity

We seek an energetic, motivated, Financial Reporting & Analysis Associate to join our team. As a member of the team, you will be part of an interdisciplinary reporting and analysis team in our Controller’s department that can execute on management reporting while leveraging and maintaining key reporting systems to optimize, compile and analyze the Company’s financial results, collaborate with finance teams throughout the CFO organization, and present financial results to senior management.

The Team

The Management, Statutory Audited and Regulatory Reporting team is part of MassMutual’s Corporate Finance Organization. The team is motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration. Team members are energized to deliver timely and accurate financial reporting data to internal and external customers while successfully executing on financial reporting controls. Our team is a collaborative team that supports cross-functional strategic initiatives across the enterprise, optimization and oversees our business partners’ results. We appreciate a diverse team and leveraging diverse thought to optimize processes and build strong relationships.

The Impact

As a Financial Reporting & Analysis Associate, you will produce, analyze and deliver regulatory, audited and management reports, utilize key financial reporting systems and collaborate with internal and external customers to execute financial reporting controls. To accomplish this, you will:

• Demonstrate business acumen to interpret statutory regulatory and reporting requirements to timely and accurately produce regulatory, audited statement and management reports for key constituents including Senior Management, External Auditors, Regulatory bodies, and the Board of Directors
• Prepare certain quarterly and annual regulatory and audited statutory exhibits, schedules and disclosures
• Complete state forms and participate in state filing processes
• Monitor executing and documenting key controls, including, but not limited to statement tie-outs, financial statement line items fluctuations, quality assurance validations and review, proper sing-offs on inputs from dependent sources
• Supervise offshore team members to timely and accurately execute query refreshes and quality assurance reviews
• Work in a fast paced and agile work environment to meet or exceed deadlines
• Follow the daily quarterly close process, track and follow up on notable items
• Participate complex cross-functional projects
• Drive continuous improvement and efficiencies within the reporting processes beyond the scope of responsibilities listed
• Develop technical skills and improve competencies supporting role

The Minimum Qualifications

• Bachelor's degree in Accounting, Finance, or related field
• 3 + years of experience working with audited statements, including disclosures OR regulatory reports OR 1 year working experience with audited statutory and GAAP reporting in life insurance companies
• 1+ years experience with general ledger reporting cubes and warehouses; and the ability to gather data elements from various sources

The Ideal Qualifications

• Master's degree in accounting, Finance, or related field
• Knowledge of advanced insurance and investment statutory accounting principles
• Expert knowledge of Excel and PowerPoint
• CPA or advanced degree in accounting
• Other competencies required include customer focus, change & innovation, strategic thinking, relationship building & influencing

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Management, Statutory Audited, Regulatory Reporting and Close and Consolidation teams
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-CR37

Principal Associate, Financial Analysis (Hybrid)

We are looking for a customer focused, inquisitive Principal Financial Analyst to join Discover Global Payments Network (GPN) Finance and support the Payments organization. You will support multiple business leaders and influence decisions for the Networks platforms, capabilities, operations, modernization initiatives, and acceptance strategies, Tech executives and influence business decisions for enterprise payments platforms, while maintaining a sustainable financial trajectory.

Financial Analysts prepare financial statement forecasts, assist with the periodic closing of accounting books, and frequently build reports for higher level associates; including trend and forecast variance analysis; provide management and business clients with project statuses; budget comparisons, and analysis on investment drivers and key performance indicators. You will be asked to challenge our current well-managed processes to be more proactive, effective, and efficient, and you will be encouraged to find new ways to tell stories, analyze trends, and diagnose results in a compelling and visual nature.

Responsibilities:

• Develop the Annual Budget, Monthly Financial Forecast and the Long-Term Financial Plan

• Develop financial models and analyses to support growth of the business and strategic initiatives Develop profitability analyses and projections for marketing and customer segments; develop and enhance financial models; improve forecasting accuracy and drive business insights

• Analyze current and past trends in key performance indicators including areas of revenue, expenses and capital expenditures

• Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance

• Analyze complex financial information and reports to support accurate and timely financial recommendations to management for decision making purposes

• Prepare monthly, quarterly and annual Reporting and Analysis

• Identify industry trends and insights pertaining to competitors strategies and/or relative financial performance (e.g. peer benchmarking) Analyze customer behaviors and product profitability trends to understand financial behaviors

• Perform ad hoc analysis using data retrievals from internal financial systems and external market databases and package insights into clear and concise presentations

• Provide strategic advice and financial analyses for investment decisions, pricing changes, and channel and segment expansions

• Implement and work with Business Intelligence Tools and Dashboard reports

Travel Expectations:

The associate will be expected to travel an average of 10-15% of the time.

Basic Qualifications:

• Bachelors Degree or military experience

• At least 4 years of experience in financial analysis

Preferred Qualifications:

• Masters Degree in Business Administration (MBA), Accounting, Finance, or Economics

• Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license

• At least 5 years of experience in financial analysis and financial modeling

• At least 3 years of experience using SQL, Python, or a combination

• At least 3 years of experience in financial services, banking or technology industries

• At least 3 years of experience partnering with senior leaders and internal stakeholders

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

This role is hybrid meaning associates will spend 3 days per week in-person at one of our offices listed on this job posting. Fridays are enterprise- wide virtual work days. Monday, Tuesday, Wednesday and Thursday are in-person days for associates to spend time together working in our beautifully-designed team areas.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidates offer letter.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

by Jobble

• Develop and manage annual budgets and long-term financial forecasts.
• Perform detailed variance analysis, identifying key drivers and providing explanations for discrepancies.
• Create and maintain sophisticated financial models to support strategic decision-making and business planning.
• Prepare monthly, quarterly, and annual financial reports for executive leadership.
• Analyze financial performance and provide insights into trends, risks, and opportunities.
• Collaborate with various departments to gather financial data and understand operational drivers.
• Support M&A activities, due diligence, and integration efforts as needed.
• Assist in the development of key performance indicators (KPIs) and operational metrics.
• Continuously improve FP&A processes and tools to enhance efficiency and accuracy.
• Stay abreast of industry trends and best practices in financial analysis.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum of 5 years of progressive experience in financial analysis, FP&A, or a similar role.
• Proven experience in budgeting, forecasting, and financial modeling.
• Strong understanding of accounting principles and financial statements.
• Proficiency in Microsoft Excel, including advanced functions and data analysis tools.
• Experience with financial planning software (e.g., Hyperion, Adaptive Insights, Anaplan) is a plus.
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong written and verbal communication skills, with the ability to present complex financial information clearly.
• Ability to work independently and as part of a collaborative team.