Financial Planning Software

Financial Planning Software Finance Jobs

59 jobs found

Today

GMX Finance Manager

eBay Inc. San Jose, CA

San Jose, CA

Today

$115k - $125k/yr Full time Manager Anaplan Budget Management

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Job Description

eBay Inc. is hiring a Finance Manager for its Global Marketplace Experience (GMX) finance team in San Jose, CA. The role focuses on financial consolidation, strategic OPEX and resource management, and operational excellence through data-driven planning and reporting.

Role Overview

As a strategic finance partner to eBay Services, you will lead end-to-end FP&A activities and deliver insights that support forecasting, hiring, and operational decision-making. The position emphasizes rigorous OPEX planning, process optimization, and clear performance reporting for senior leadership.

Key Responsibilities

Own end-to-end FP&A activities, including Commercial and Product budgeting, forecasting, consolidations, month-end close processes, and ad-hoc analysis.
Maintain accuracy, timeliness, and efficiency across deliverables, identifying opportunities to improve and optimize processes.
Strengthen operational excellence and OPEX rigor by implementing AI into financial planning and refining planning tools, processes, and frameworks with operational efficiency in mind.
Create and deliver reporting packages and dashboards that provide senior leadership with data-driven insights.
Surface trends, risks, and opportunities to enable proactive decisions and resource allocation.
Partner with business, finance, and corporate stakeholders to align on goals, integrate initiatives, and ensure consistency across functions.
Provide financial guidance and challenge assumptions constructively to support business strategy.
Standardize financial planning and reporting processes to reduce duplication and non-value-added work.
Consolidate multiple inputs and priorities into clear, actionable recommendations.

Required Qualifications

Bachelor’s degree or equivalent experience in Business, Finance, Economics, or Accounting.
5+ years of finance experience with exposure to areas such as business analysis, accounting, and FP&A.
Demonstrated data and analytics-driven approach, with a proven impact on decision-making across organizational levels.
Strong interpersonal skills and a track record of partnering effectively with stakeholders at multiple levels.
Ability to operate in a matrixed organization supporting multiple partners across different geographies in a complex, ambiguous environment.
Robust financial analysis capabilities, including building and maintaining financial models, with strong technical skills in spreadsheets and presentations.

Preferred Skills and Experience

Experience with financial systems such as Anaplan and SAP (including SAP 4 HANA, SAP BPC, SAP BW).
Experience working with AI tools such as Gemini, ChatGPT, Claude, Glean, and others to enhance existing processes.

Technologies

Anaplan, SAP 4 HANA, SAP BPC, SAP BW, Gemini, ChatGPT, Claude, Glean

Compensation and Benefits

Base salary (San Jose, CA): USD 115,000 - 125,000 per year.
Target bonus
Restricted stock units (as applicable)
Full range of medical, financial, and/or other benefits
401(k) eligibility
Paid time off benefits, including PTO and parental leave

Additional Information

The applicable base pay range depends on work location; for the San Francisco Bay Area, New York City Metro, and Seattle Metro, the expected range is 150,000-160,000.
Base pay offered may vary based on individualized factors including location, skills, and experience.
Remote roles are not eligible for U.S. visa sponsorship.
This role is an “at-will position,” and the Company may modify base salary and other discretionary compensation programs at any time.
eBay is an equal opportunity employer.
For accommodation needs, contact talent@ebay.com.
In Massachusetts, it is unlawful to require or administer a lie detector test as a condition of employment or continued employment.

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Today

Financial Planning & Analysis Associate

JPMorganChase Jersey City, NJ

Jersey City, NJ

Today

$86k - $115k/yr Full time Accounting Advisor Alteryx

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Job Description

Financial Planning & Analysis Associate role supporting Risk Management and Compliance in driving planning, forecasting, reporting, and analytics for executive stakeholders.

Responsibilities

Own financial performance and forecast updates for direct and indirect expenses for Risk, including expense and headcount variance explanations
Conduct trend analysis and provide monthly forecast updates for Risk expense and headcount
Support annual financial planning, including run rate analysis, expense savings opportunities, and allocation methodology
Handle monthly financial close activities, including management reporting adjustments, forecast/outlook updates, and General Ledger review and investigations
Partner with business leads to understand risks and opportunities, future impacts, and key trends, and translate findings into actionable conclusions
Build, automate, and maintain scalable reporting solutions and data workflows using SQL, Python, Alteryx, Databricks, Tableau, and Anaplan XL
Increase efficiency through standardization, controls, documentation, and simplification of recurring deliverables
Develop and maintain dashboards, including headcount dashboards and non-compensation expense dashboards, with consistent definitions and metrics

Requirements

Minimum 3 years of related experience
Advanced analytical, critical thinking, and problem-solving skills with strategic mindset and continuous improvement focus
Ability to produce clear, executive-ready deliverables with strong data storytelling
Effective communication and confidence working with senior stakeholders and finance partners
High attention to detail, sound judgment, and appropriate handling of confidential information
Self-motivated and able to manage competing priorities while meeting deadlines in a demanding environment
Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
Familiarity with Hyperion/Essbase and SAP
Experience with Alteryx for workflow automation and Tableau for dashboard development and maintenance

Technologies

SQL, Python, Alteryx, Databricks
Tableau, Anaplan XL, Anaplan, Atoti
Microsoft Office (Excel, PowerPoint, Word, Outlook)
Hyperion/Essbase, Essbase, SAP

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Preferred Qualifications, Capabilities and Skills

Prior P&A experience is a plus
Experience with Essbase/Anaplan/Anaplan XL, including reporting outputs, model interaction, and planning/reporting workflows
Knowledge of Atoti is a plus
Strong hands-on experience with SQL is a plus, including querying, data validation, reconciliation, and performance-aware design

Team

Global Finance & Business Management: strategically manages capital, drives growth and efficiencies, maintains financial reporting, and proactively manages risk

Location: Jersey City, NJ (onsite)

Compensation: USD 85,500 - 115,000 per year

Experience: 3 years minimum

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2d ago

Certified Financial Planner

Express Employment Professionals Kalispell, MT

Kalispell, MT

2d ago

$80k - $125k/yr Full time Advisor CFP Client Relations

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Job Description

Join a client-focused Certified Financial Planner role delivering personalized planning strategies for individuals and families in Kalispell, MT (onsite).

Responsibilities

Perform comprehensive financial reviews to understand client objectives, current financial situation, and risk tolerance
Create customized financial plans covering retirement, investment management, tax strategies, insurance planning, and estate planning
Explain recommendations clearly and effectively to clients
Continuously monitor client accounts and financial progress; recommend updates and adjust plans as circumstances change
Stay current on market trends, tax regulations, and financial planning best practices
Build and maintain long-term client relationships through trust, transparency, and high service standards
Work with outside professionals such as CPAs, attorneys, and other advisors to support comprehensive solutions
Maintain accurate client records and ensure compliance with regulatory requirements and industry standards
Participate in business development, networking, and referral generation activities

Requirements

Certified Financial Planner (CFP®) certification preferred
Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
Minimum 3 years of experience in financial planning, wealth management, or financial advisory services
Strong knowledge of investment strategies and financial products, including tax planning and estate planning concepts
Excellent communication, presentation, and interpersonal skills
Experience with or willingness to learn financial planning software including eMoney, MoneyGuidePro, or RightCapital
Proficiency in Microsoft Office Suite

Technologies

eMoney
MoneyGuidePro
RightCapital
Microsoft Office Suite

Benefits

Competitive salary of USD 80,000 - 125,000 per year plus performance-based bonus opportunities
Health insurance
401(k) with company match
Generous paid time off and paid holidays
Continuing education support, including CFP renewal assistance
Collaborative and supportive work environment
Opportunity for long-term professional growth

Desired Competencies

Client-service focus with a commitment to ethical practices
Strategic thinker with strong analytical and problem-solving abilities
Detail-oriented and highly organized
Ability to communicate complex financial concepts in clear, understandable terms
Commitment to ongoing professional development and continuous learning

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3d ago

Financial Planning Associate

Kestra Financial Austin, TX

Austin, TX

3d ago

Full time Advisor Analytical Skills Client Relations

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Job Description

The Financial Planning Associate role supports Kestra Financial’s Planning Group by delivering centralized, insourced financial planning services for approximately 2,000 advisors across the United States. Based in Austin, TX, this position helps coordinate planning intake, build financial plans using planning technology, and support advisor-facing presentations.

Responsibilities

Maintain and expand working knowledge of planning software technology and fintech planning concepts
Collect, organize, and develop client data within a financial planning context
Prepare client financial plans and plan presentations for advisor review
Manage data entry and support presentation development for client meetings related to financial planning
Attend client meetings in a technical and supporting capacity
Analyze and research planning industry trends, intellectual capital, technological advances in the planning field, and some advanced planning topics
Provide advisor relationship management support, including ongoing and regular advisor contact and communications
Track and cross-reference planning data using internal systems

Required Qualifications

CFP certification required, or actively pursuing the CFP designation with coursework completed
Ability to operate efficiently while meeting operational requirements to deliver a consistent client experience
Strong attention to detail with a process-driven approach and effective time management
Ability to multi-task, understand priorities, and execute accordingly
High self and other awareness, with the ability to work effectively in a team environment
Curiosity and a continuous learning mindset
Capacity to spend substantial time on detailed, micro-level tasks while contributing to the broader environment
Proficiency in Microsoft Excel and Power Point, with the ability to quickly learn new software
Experience working with eMoney and MoneyGuide

Technologies

MoneyGuideElite
eMoney
MoneyGuide
Microsoft Excel
Power Point

Preferred Licenses and Registration

Series 7 preferred
Series 65 preferred

Benefits

Competitive pay and benefits with a large employer (over 1600 employees nationwide)
401(k), health insurance, and a competitive benefits package
Supportive, collaborative work environment committed to professional excellence
Opportunity to help clients navigate meaningful financial decisions with confidence
Training, development, and long-term growth opportunities within the firm
Tuition reimbursement for qualified expenses

Internal Application Policy

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra
Internal applicants must also have a minimum of 1 year of service in their current role unless approved by EVP

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5d ago

Financial Planner

WaFd Bank Seattle, WA

Seattle, WA

5d ago

$36 - $60/hr Full time Manager Marketing Analytical Skills

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Job Description

WaFd Bank is seeking a CFP® Financial Planner to strengthen its Financial Planning team in Seattle, WA, working onsite with support staff to deliver a structured, repeatable planning experience. In this role, you will execute and refine the firm’s planning process while helping ensure client deliverables are accurate, compliant, and clearly communicated.

Key Responsibilities

Serve as an integral member of the Financial Planning team.
Develop proficiency in WaFd Wealth’s standardized planning process and contribute to maintaining a structured, repeatable approach to plan creation, updates, and delivery in line with firm directives.
Perform quality control by reviewing plans for accuracy, completeness, and adherence to Team standards before client delivery.
Participate in training and development opportunities for new analysts, including technical skills, planning philosophy, and client communication.
Build comprehensive financial plans in partnership with the Financial Planning team, including cash flow, retirement modeling, tax projections, insurance analysis, estate considerations, and other considerations.
Maintain ongoing proficiency with RightCapital and other planning systems.
Partner with Relationship Managers to support timely follow-up on client requests and seamless integration of planning into the client experience.
Create planning deliverables such as reports, summaries, and visual materials that communicate recommendations and progress toward client goals.
Support strategic initiatives by collaborating with Leadership on planning-related projects, technology enhancements, and process improvements.
Maintain the integrity of WaFd Wealth business needs across all account processes and servicing activities.
Use provided resources as needed and adhere to WaFd Wealth policies and procedures.
Complete and pass all assigned compliance courses and certifications as required.
Avoid real or perceived conflicts of interest and maintain client privacy and confidentiality.

Required Qualifications

CFP® certification that is active and in good standing.
Strong analytical skills with the ability to interpret and present complex financial information.
Excellent written and verbal communication skills.
High attention to detail, with a focus on accuracy and organization.
Proficiency with RightCapital (preferred) and the Microsoft Office suite.
Demonstrated professionalism, sound judgment, and commitment to client confidentiality.
Familiarity with Salesforce or similar CRM systems.

Technology

RightCapital
Microsoft Office suite
Salesforce

Compensation & Benefits

Salary is USD 36 to 60 per hour for this onsite role.

Paid time off for vacation, sick days, and holidays
Health insurance
Stock options
Bonus programs
401(k) plan
Paid Parental Leave
Life and AD&D insurance
Long-term disability
Tuition Reimbursement
Employee assistance programs
Pre-tax health and dependent-care spending plans

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1mo ago

Enterprise Architect, Finance & Legal Systems

Okta San Francisco, CA

San Francisco, CA

1mo ago Closed

$236k - $325k/yr Full time Accounting Anaplan Business Systems

This position is no longer accepting applications (closed Sep 14, 2026).

Job Description

Define and execute enterprise architecture strategy for Finance and Legal technologies, modernizing critical systems with AI-driven automation and integrated data.

Responsibilities

Define target-state architecture for Finance and Legal applications, aligned to enterprise strategy and growth objectives
Design and deliver end-to-end architectural solutions across Finance and Legal systems with enterprise-wide integration, scalability, and performance
Own a multi-year modernization roadmap covering ERP, FP&A, Legal, and Sales Compensation systems
Apply identity-first security principles, integrating with Okta and other IAM solutions for authentication, authorization, and compliance
Architect AI/ML capabilities that optimize Finance and Legal operations, including:
- Predictive forecasting
- Anomaly detection
- Spend optimization
- Contract risk scoring
- Intelligent reconciliation
Partner with the Enterprise AI team to operationalize AI/ML solution models within G&A functions and align to business outcomes
Ensure seamless data flow across systems including NetSuite/Oracle, Coupa, Scout, Anaplan, Conga, and Xactly using APIs and middleware (Boomi); maintain unified data models for analytics and AI consumption
Identify and deliver opportunities to embed generative AI, NLP, and LLM capabilities into core Finance and Legal processes such as:
- Financial reporting
- Close management
- Reconciliation
- Contract lifecycle management
- Legal document automation
Lead functional and technical design, including hands-on proof of concepts (POCs) and AI-driven automations to reduce manual effort
Pilot, prototype, and demo innovative solutions and newer technologies such as AI and automation
Collaborate with Finance, Legal, IT, Data, Compliance, Security, and Engineering teams to translate business objectives into scalable, secure, innovative solutions
Partner with Finance, Legal, Compliance, Security, and Engineering leaders to define technology roadmaps aligned with Okta business priorities
Translate complex SaaS Finance and Legal requirements (including revenue recognition, contract risk management, and GDPR) into technical solutions
Act as a trusted advisor to leadership on Finance and Legal technology trends, including subscription/usage-based billing, AI contract analytics, and compliance automation
Influence executives and decision-makers on solution architecture, system strategy, and adoption of innovative technologies to drive transformation
Support and/or lead ERP and Legal tool implementations and enhancements, including:
- ERP: Oracle, NetSuite, Coupa, Scout, Anaplan
- Legal tools: Conga, DocuSign
Establish and champion governance frameworks for data privacy, SOX compliance, and access control across Finance and Legal systems
Support organization-wide rollout of data governance by working with Data Governance, business teams, and data warehousing teams

Requirements

Bachelor’s or Master’s degree in Computer Science, Information Systems, Data Science, or a related field
TOGAF or similar Enterprise Architecture certification is a plus
15+ years of software engineering experience, including significant time as an Architect or Principal in:
- ERP systems (Oracle / NetSuite / SAP)
- FP&A systems (Anaplan)
- CLM systems (Aptus / Conga / Ironclad)
Experience with multiple ERP (Oracle or NetSuite) full-cycle implementations
Strong storytelling and communication skills for technical and executive stakeholders
Deep understanding of Finance process areas including:
- Order to Cash
- Record to Report
- Source to Pay
- Plan to Report (FP&A)
- Treasury
- Credit Collection
- Revenue Recognition
- Subscription Billing
- Contract Life Cycle Mgmt within Legal Ops
Demonstrated hands-on experience architecting functional and technical solutions within major business applications, including expertise with:
- NetSuite (or Oracle)
- Aptus / Conga (or Ironclad)
- Anaplan, Coupa, Scout
- Tax engines such as Avalara, Vertex, or OneSource
- Knowledge of data models and APIs for integration and solution development
Architected and delivered AI Agents using leading LLMs including Gemini, OpenAI, or Claude
Experience managing software and vendor selection with end-state enterprise architecture in mind
Proficiency with middleware such as MuleSoft, Workato, Boomi, or Informatica for connecting Finance, Legal, CRM, and data platforms
Familiarity with code, configuration, and system performance standards/reviews to ensure quality, scalability, and compliance
Proficiency with AWS, Azure, or GCP, including knowledge of data lakes/warehouses such as Snowflake, Redshift, and BigQuery for SaaS revenue and compliance analytics
Identity & Security knowledge including SSO, OAuth, SAML, SCIM, and Zero Trust principles, with hands-on integration experience in Okta or similar IAM platforms
Occasional travel may be expected for project and team collaboration meetings and organization offsites
Passion for innovation, AI adoption, and continuous improvement aligned with Okta’s mission to build secure, intelligent, connected business systems

Technologies

NetSuite, Oracle (ERP), SAP
Conga, Aptus, Ironclad, Aptus/Conga (or Ironclad)
Anaplan, Xactly
AI, machine learning (ML), NLP, intelligent automation, generative AI, LLM
Gemini, OpenAI, Claude
APIs, middleware (Boomi), MuleSoft, Workato, Informatica
G&A, Coupa, Scout, DocuSign
Avalara, Vertex, OneSource
TOGAF
AWS, Azure, GCP
Snowflake, Redshift, BigQuery
SSO, OAuth, SAML, SCIM, Zero Trust, Okta, GDPR

Location

San Francisco, CA (hybrid)

Compensation

USD 236,000 - 324,500 per year

The Okta Experience

Supporting Your Well-Being
Driving Social Impact
Developing Talent and Fostering Connection + Community

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1mo ago

Financial Analyst

Lenovo Morrisville, NC

Morrisville, NC

1mo ago Closed

Full time Accounting Analytical Skills Analytics

This position is no longer accepting applications (closed Sep 14, 2026).

Job Description

Join Lenovo’s North America FP&A team within the SSG Finance organization to support forecasting, planning, reporting, and data analysis across North America and Asia.

Responsibilities

Assist with financial forecasting, planning, and reporting cycles.
Build, maintain, and update financial models and reporting outputs.
Analyze financial data to surface trends, variances, and key business drivers.
Consolidate and validate inputs received from multiple stakeholders.
Partner with finance and business teams to support planning and reporting needs.
Help coordinate forecast submissions, system uploads, and data validation in planning tools.
Support reporting accuracy by ensuring data quality and adherence to reporting standards.
Contribute to process improvements, ad hoc analysis, and management reporting.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
0–3 years of finance, accounting, financial analysis, reporting, internship, or related experience.
Advanced Excel skills, including formulas, pivot tables, and data analysis.
Strong analytical, problem-solving, and organizational capabilities.
Excellent attention to detail and communication skills.
Ability to manage multiple priorities and collaborate effectively in a team environment.

Tools & Technologies

Excel
SAP BPC
Hyperion
Anaplan
Power BI

Preferred Qualifications

Internship or project experience in FP&A, accounting, finance, or business analytics.
Exposure to budgeting, forecasting, and financial reporting processes.
Experience with SAP BPC, Hyperion, Anaplan, Power BI, or similar planning and reporting tools.
Familiarity with financial modeling, variance analysis, and large datasets.
Interest in process improvement, automation, and operational efficiency.
Experience collaborating with cross-functional or global teams.

Work Location & Schedule

Morrisville, NC, United States (hybrid).
3 days per week in Lenovo’s Morrisville office with a 3:2 hybrid schedule (3 days in office, 2 flex).
Collaboration opportunity with teams across North America and Asia.

Visa Sponsorship

No visa sponsorship is available for this position now or in the future.
Candidates must have authorization to work in the United States without sponsorship, including CPT or OPT.