Financial Reporting

Financial Reporting Finance Jobs

1,427 jobs found

Today

Director of Financial Planning & Analysis

CFS Boston, MA

Boston, MA

Today

$150k - $200k/yr Full time Finance Director Analytical Skills Budget Management

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Job Description

The Director of Financial Planning & Analysis will partner closely with the CFO, executive leadership, and Board committees to strengthen the organization’s FP&A capabilities. This mission-driven nonprofit role in Boston, MA (hybrid) focuses on budgeting, forecasting, KPI reporting, financial modeling, and long-range planning, with direct influence on strategic decisions through performance insights and scenario analysis.

Reporting into leadership and guiding the FP&A function, the Director will oversee both annual and multi-year financial planning while building tools that support organization-wide decision-making. The position also includes leading and developing FP&A staff and serving as a trusted advisor across departments and governance.

Key Responsibilities

Lead annual operating and capital budgeting, rolling forecasts, and multiyear financial planning
Develop complex financial models, scenario analyses, and business cases to support strategic initiatives
Evaluate actual results versus budget, forecast, and prior-year performance to surface risks and opportunities
Create KPIs, benchmarking, and reporting tools that improve decision-making across the organization
Assess the financial impact of new programs, exhibitions, capital investments, revenue opportunities, and operational initiatives
Act as an advisor to the CFO, executive leadership, department heads, and Board committees while leading the FP&A team

Qualifications

10+ years of progressive experience in FP&A, budgeting, forecasting, and financial planning
Experience working within a mid-to-large nonprofit organization
Familiarity with endowment accounting and restricted and unrestricted funds
Strong financial modeling and long-range forecasting experience, including scenario analysis and advanced Excel skills
Experience supporting executive leadership and presenting financial information to Boards or governing committees
Proven ability to hire, develop, coach, and lead staff

Tools

Excel

Compensation and Location

Location: Boston, MA (Hybrid)
Salary: USD 150,000–200,000 per year

Benefits

Competitive benefits package with strong time-off, retirement, healthcare, and employee-focused offerings

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AI & FinOps Financial Analyst, Expert

PG&E Corporation Oakland, CA

Oakland, CA

Today

$122k - $194k/yr Full time Accounting Advisor Analytical Skills

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Job Description

PG&E Corporation is hiring an AI & FinOps Financial Analyst, Expert for a hybrid role based in Oakland, CA. In this position, you serve as the finance lead for AI initiatives across PG&E’s IT portfolio, connecting AI activity to measurable financial outcomes from pilot through scale and into run-state operations.

Role overview

The Expert / Principal Operations Finance Analyst – AI Value Delivery & FinOps translates AI business cases into decision-ready financial models. You will govern AI cost and usage economics, support accounting treatment, and help ensure value realization is tracked against approved business case assumptions.

Key responsibilities

Lead finance support for AI business cases, documenting costs, benefits, assumptions, risks, timing, dependencies, confidence levels, and value levers for approval-ready decisions.
Translate AI use cases into enterprise financial outcomes, including O&M reduction, capital deferral, avoided work, productivity and quality improvements, risk mitigation, customer experience benefits, and other value levers.
Partner with business owners to define benefit ownership, the point at which savings hit forecast or budget, and the actions needed to convert productivity gains into bottom-line results.
Develop ROI, NPV, payback, sensitivity, and scenario analyses for AI initiatives across pilot, scale, and run-state phases.
Establish benefit tracking routines that compare approved business case value to actual realized financial and operational outcomes.
Build and maintain AI consumption financial models covering token usage and model selection, inference cost, GPU or cloud AI service costs, prompt/context patterns, embeddings and vector database usage, orchestration costs, platform fees, licensing, and ongoing run costs.
Work with IT, cloud, enterprise architecture, and AI engineering teams to improve cost effectiveness through model right-sizing, routing, caching, batching, prompt efficiency, capacity planning, vendor pricing evaluation, and usage guardrails.
Create showback, chargeback, or allocation approaches that link AI consumption to business owners, use cases, products, and outcomes.
Analyze pricing sheets, vendor proposals, consumption trends, forecast variances, and unit economics to recommend financially optimal AI model and platform choices.
Develop AI cost KPIs such as cost per task/workflow/case/user, cost per avoided hour, cost per token, and cost per business outcome.
Partner with Accounting and Controllers to evaluate capital-versus-expense treatment for AI-enabled products, agents, platforms, data work, implementation costs, software development, licensing, and ongoing support.
Create repeatable standards, templates, decision trees, and governance routines for AI financial review, including intake requirements, cost categories, benefit taxonomy, accounting considerations, O&M tail assumptions, and evidence of value realization.
Ensure AI business cases align with PG&E financial policies, utility accounting fundamentals, cost model requirements, regulatory considerations, and internal governance expectations.
Support financial controls, auditability, data quality, cost attribution, and documentation required for defensible AI investment decisions.
Identify and resolve gaps in AI cost transparency, ownership, tagging, allocation, and benefit accountability.
Develop multi-year forecasts for AI initiatives, including pilot and scale costs, recurring O&M, licensing, cloud consumption, support resources, model retraining, monitoring, governance, and vendor services.
Recommend optimized O&M tail assumptions based on actual and expected AI model usage patterns, adoption curves, unit cost trends, vendor pricing, and operational support needs.
Support annual planning, monthly forecasting, variance analysis, and leadership reporting for AI-related IT spend and value delivery.
Prepare executive-ready financial insights, decision papers, dashboards, and narratives that translate technical AI concepts into business implications for Finance and IT leadership.
Challenge assumptions constructively, identify financial risks and opportunities, and influence partners toward financially sound decisions that maximize ROI.

Minimum qualifications

Bachelor’s degree in finance, Accounting, Economics, Business, Information Systems, Data Analytics, or a related discipline, or equivalent work experience.
6 years of job-related experience in FP&A, business finance, technology finance, investment analysis, business case development, value delivery, FinOps, or a related field.
Demonstrated ability to build financial models, evaluate investment tradeoffs, develop business cases, and communicate financial recommendations.
Experience working with cross-functional stakeholders across Finance, Accounting, IT, product, engineering, sourcing, or operations.
Strong understanding of planning, forecasting, budgeting, variance analysis, and financial governance.

Desired qualifications

MBA, CPA, CFA, FinOps Certified Practitioner, cloud financial management certification, or equivalent experience.
Experience supporting IT, cloud, AI, data, analytics, software, digital transformation, or enterprise technology portfolios.
Working knowledge of generative AI, agentic AI, large language models, model usage patterns, token-based pricing, AI platform economics, and cloud AI services.
Experience developing KPI frameworks, value realization models, benefit tracking routines, and executive dashboards.
Understanding of utility accounting, regulatory finance, cost model concepts, capital-versus-expense treatment, and software capitalization principles.
Ability to simplify complex technical concepts into clear financial narratives, influence decisions without direct authority, and operate in ambiguous, fast-evolving environments.

Compensation

Estimated successful candidate placement: $134,000 - $150,000 (case-by-case).
Bay Area minimum: $122,000; Bay Area maximum: $194,000.
Eligible to participate in PG&E’s discretionary incentive compensation programs.

What success looks like

AI initiatives have clear, decision-ready business cases connecting technical scope, model usage, implementation cost, run-rate O&M, accounting treatment, and measurable outcomes.
Savings and productivity benefits are assigned to accountable business owners, incorporated into forecasts or budgets where appropriate, and tracked through realization.
AI consumption is financially transparent through repeatable views of token usage, model selection, unit economics, cost drivers, vendor pricing, and optimized run-state recommendations.
Accounting, Finance, IT, and business teams share a common framework for capital-versus-expense evaluation, O&M tails, and financial governance for AI agents, platforms, and enabled capabilities.
Leadership can determine which AI investments create value, need course correction, or should be scaled, paused, redesigned, or retired based on evidence.
PG&E applies repeatable AI finance standards that improve investment quality and reduce ambiguity around AI spend and enterprise value.

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Sr. Analyst, Finance (Network Optimization)

Mark Anthony Services Inc. Chicago, IL

Chicago, IL

Today

$88k - $107k/yr Full time Senior Analytical Skills Data Analysis

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Job Description

Drive route-to-market finance insights through network optimization, modeling, and in-year supply sourcing reporting.

Responsibilities

Own route-to-market financial oversight by collaborating with and influencing supply and fulfillment teams’ ongoing operating strategies
Use network modeling tools to evaluate lowest landed variable COGS by factoring in demand trends, inventory strategies, logistics, and manufacturing costs
Support volume planning execution, including order trend analysis, with supply capacity considerations to target lowest variable costs
Modernize network modeling tools and complete a monthly review of outputs
Provide volume reporting covering production and order trends
Contribute to in-year supply sourcing financial insights and reporting
Support evolving demand trends and developing business segments through cross-functional partnership

Requirements

Finance or Accounting background with at least 3 years of relevant experience
Agile focus with willingness to engage across a broad set of business requirements and challenge status quo
Ability to work cross-functionally and deliver meaningful insights to a diverse audience of peers and stakeholders

Key Metrics & Financial Targets

Support Supply Chain optimization and Cost Savings initiatives
Provide financial insights to functional stakeholders and US Finance teams
Deliver forecasting support and network modeling views

Critical Relationships

Supply Planning, Demand Forecasting, Logistics, and Contract Manufacturing
In-year Supply Sourcing, Supply Planning Team, Supply Chain Finance, Contract Manufacturing, and Logistics

Compensation

Salary: USD 88,000 - 107,000 per year
Compensation considers internal equity and may vary by location; final wage may vary based on job-related knowledge, skills, and experience

Benefits

Competitive annual salary of $88,000 - $107,000 (Chicago, IL)
Bonus plan recognizing company performance and individual contributions
Comprehensive health and welfare benefits
Company matching 401(k) contributions
Paid time off including annual leave, paid sick time, and holidays
Opportunities for training, development, and career growth

Location: Chicago, IL (onsite)

Minimum experience: 3 years

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Financial Planning & Analysis Manager

Robert Half Washington, DC

Washington, DC

Today

$15k - $170k/yr Full time Finance Director Manager Adaptive Planning

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Job Description

The Financial Planning & Analysis Manager role supports senior leadership through budgeting, forecasting, financial modeling, and executive reporting. This position is responsible for financial planning processes, performance analysis, and scenario modeling to inform long-term objectives in a hybrid work setting in Washington, DC.

Key Responsibilities

Lead the annual budgeting process and quarterly forecasting cycles, partnering with department leaders to align financial plans with business objectives.
Build and maintain financial models to assess operational performance, growth initiatives, investments, and strategic opportunities.
Review monthly financial results and report on key trends, risks, opportunities, and variances versus budget and forecast.
Create executive-level reporting packages and presentations that convert complex financial information into clear, actionable business insights.
Partner across multiple functions to deliver financial guidance that supports informed decision-making.
Drive continuous improvement across budgeting, forecasting, management reporting, and financial planning workflows.
Support long-range planning, including evaluation of strategic initiatives through scenario modeling and performance analysis.
Track key performance indicators and provide recommendations to improve financial and operational outcomes.
Assist with board, executive, and leadership presentations as needed.
Complete ad hoc financial analysis and special projects in response to evolving business priorities.

Required Qualifications

Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.
5+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, Strategic Finance, or a related field.
Experience working with multiple stakeholders and business leaders in a fast-paced, growth-oriented organization.
Advanced skills in financial modeling, budgeting, forecasting, and analysis.
Strong proficiency with Excel and financial planning systems.
Ability to synthesize large datasets and translate findings into clear business recommendations.
Exceptional communication and presentation skills, including effective interaction with both financial and non-financial audiences.
Demonstrated ability to manage multiple priorities and meet deadlines in a dynamic environment.
MBA, CPA, CFA, or other advanced professional designation.
Experience supporting technology, software, SaaS, data, professional services, or other high-growth industries.
Familiarity with business intelligence and planning tools such as Adaptive Planning, Anaplan, Power BI, Tableau, or similar platforms.
Experience supporting executive leadership teams and participating in strategic planning discussions.

Relevant Technologies

Excel
Adaptive Planning
Anaplan
Power BI
Tableau

Compensation and Location

Location: Washington, DC (hybrid).
Salary: USD 15,000 - 170,000 per yearly.

Benefits

Medical, vision, dental, and life and disability insurance (for contract/temporary professionals).
401(k) plan enrollment for hired contract/temporary professionals.

What Success Looks Like

Develop a fast understanding of the company’s business model, financial drivers, and growth strategy.
Take ownership of budgeting and forecasting activities while improving forecasting accuracy.
Build strong partnerships with department leaders and operate as a trusted financial advisor.
Deliver analysis that helps leadership assess business performance and strategic investments.
Identify ways to streamline financial planning processes and enhance reporting capabilities.
Provide recommendations that support sustainable growth and improved financial outcomes.

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Director of Finance and Corporate Compliance

Wanco, Inc Arvada, CO

Arvada, CO

Today

$140k - $190k/yr Full time Finance Director Manager Accounting

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Job Description

Lead finance administration and corporate compliance across payroll, tax, governance, risk, insurance, contracts, and debt.

Responsibilities

Direct and oversee payroll administration for approximately 350+ employees, including bi-weekly processing.
Maintain payroll records, internal controls, and payroll system administration.
Manage payroll audits and ensure accurate, timely payroll execution.
Ensure compliance with federal, state, and local wage and hour regulations.
Oversee payroll tax filings and payments, including compliance with federal, state, and local payroll tax requirements.
Coordinate responses to payroll tax notices and agency inquiries.
Lead year-end payroll reporting, including W-2s and related filings.
Own Affordable Care Act (ACA) reporting activities and ensure required forms are prepared and distributed accurately.
Coordinate federal, state, and local tax reporting requirements and prepare/review supporting schedules for tax filings.
Manage tax-related accounting activities, reconciliations, and ongoing compliance processes.
Serve as the primary contact for external tax advisors and auditors.
Support annual financial reporting and compliance initiatives.
Maintain corporate records, registrations, licenses, and permits; ensure compliance with applicable business regulations and reporting requirements.
Manage annual corporate filings, renewals, and ongoing monitoring of compliance obligations with corrective action recommendations.
Administer corporate insurance programs: property, casualty, liability, workers’ compensation, and executive coverage.
Coordinate annual insurance renewals and policy negotiations; manage claims administration with brokers and carriers.
Identify organizational risks and recommend mitigation strategies; maintain business continuity and risk management documentation.
Act as primary internal administrator for contracts and legal documentation.
Review and coordinate commercial agreements, vendor contracts, leases, and related documentation; coordinate with external legal counsel when needed.
Maintain records for company-owned and leased facilities.
Administer corporate loans, lines of credit, and financing agreements, including tracking debt obligations, payment schedules, and covenant requirements.
Coordinate lender and financial institution reporting requirements; support banking relationships and cash management activities.
Assist ownership with financial planning and capital structure decisions; act as a trusted advisor on finance, compliance, and risk matters.
Develop and implement policies and procedures to strengthen internal controls and organizational compliance.
Evaluate and improve administrative and financial processes to increase efficiency and reduce risk.
Oversee the company budgeting process.
Lead special projects involving acquisitions, financing activities, regulatory changes, and organizational growth.
Support strategic planning and operational decision-making.

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
8+ years of progressive experience in finance, payroll, compliance, accounting, risk management, or related disciplines.
Experience supporting senior leadership or business ownership.
Demonstrated ability to manage multiple business functions independently.
Thorough knowledge of payroll administration and payroll tax regulations.
Strong understanding of federal and state compliance requirements.
Knowledge of insurance, risk management, and corporate governance practices.
Experience reviewing contracts and managing vendor relationships.
Understanding of debt structures, banking relationships, and financing agreements.
Strong analytical and problem-solving skills.
Excellent organization and project management abilities.
High level of integrity and discretion with confidential information.
Advanced proficiency in ERP systems, payroll systems, Microsoft Excel, and business software applications.
Strong written and verbal communication skills.
Ability to sit, stand, and work at a computer for extended periods.
Ability to occasionally travel to company locations, financial institutions, or vendor meetings.

Technologies

ERP systems
Payroll systems
Microsoft Excel
Business software applications

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Vision insurance
Paid time off
Insurance (Medical, Dental, Life, 401k)
Paid time off and holidays

Reporting & Position Details

Reports to: COO/President
Direct reports: Yes
Employment type: Full-Time
Work location: In person (onsite)

Location

5870 Tennyson St., Arvada, Colorado 80003

Compensation

Salary range: $140,000 - $190,000 per year
Pay: $140,000.00 - $190,000.00 per year

Position Impact

Primary leader for finance administration, corporate compliance, risk management, payroll governance, and business obligations.

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Financial Analyst Senior - Distribution & Sales

USAA San Antonio, TX

San Antonio, TX

Today

$103k - $198k/yr Full time Senior Analytical Skills Analytics

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Job Description

Hybrid work in a supportive environment. You will be part of a team that values sound financial judgment, ongoing learning, and structured career development. USAA provides comprehensive medical, dental, and vision coverage, retirement programs, paid time off including paid holidays and volunteer hours, and support benefits such as parental benefits and adoption assistance.

In this role, you will solve complex business problems through forecasting, planning, and financial modeling across key areas including income, profitability, liquidity, capital, leverage, asset and liability management, and operating expenses. You will also mentor teammates on advanced financial processes while ensuring work aligns with regulatory and compliance requirements.

What You’ll Do

Lead team or process delivery for financial forecasts and plans for a business area or function, including overseeing implementation and model improvement initiatives.
Prepare and guide complex financial reports, analysis, and cost benefit analysis to support internal and external management decision-making.
Interpret complex financial information and provide recommendations to business leaders while implementing solutions tied to financial and operational opportunities.
Support business goals by delivering value-added decision support for customers and business partners across the organization.
Own product-related assignments including product pricing, product profitability, and ad-hoc analysis.
Partner with senior management and company leadership to promote innovation and productivity and support USAA’s mission.
Apply advanced knowledge of the business, its products and processes, serving as a resource for escalated issues.
Ensure risks are identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What You’ll Need

Bachelor’s degree in Business, Accounting, Finance, Economics, or a related field; OR 4 years of relevant education and/or experience.
6 years of experience conducting complex financial or accounting analysis and delivering actionable insights to stakeholders; OR an advanced degree in a related field with progress toward a CPA or CFA designation plus 4 years of financial or accounting analysis or related work experience.
Experience using financial and accounting technologies.
Ability to communicate key financial and accounting concepts.
Finance or accounting experience in a financial services environment.
Strong experience with Microsoft Office Excel for significant financial data analysis.
Experience producing financial reports and recommendations based on data.
Working knowledge of GAAP.
Experience applying and adhering to financial regulations and compliance.

Tools & Technologies

Microsoft Office Excel
SQL
Tableau
Snowflake
VSCode

Benefits

Comprehensive medical, dental and vision plans
401(k)
Pension
Life insurance
Parental benefits
Adoption assistance
Paid time off program with paid holidays plus 16 paid volunteer hours
Various wellness programs
Career path planning and continuing education

Work Location & Flexibility

Hybrid role requiring presence in the office 4 days per week.
Location options include San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL.
Relocation assistance is not available for this position.

Compensation

Salary range: USD 103,450 - 197,730 per year.
Pay is determined within the range based on experience and market data; actual salary may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

Additional Information

USAA does not provide visa sponsorship for this role. Please do not apply if you will need immigration support now or in the future (for example, H-1B, TN, STEM OPT Training Plans).
Applications are accepted on an ongoing basis; the posting remains open until the position is filled.
Interested candidates are encouraged to apply the same day they view the posting.

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Financial Services Associate

Laura Mossakowski LLC Green Bay, WI

Green Bay, WI

Today

$100k - $115k/yr Full time Advisor Client Relations Client Service

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Job Description

Build and support client financial plans in a team-focused, advisor-led environment at Laura Mossakowski LLC. This on-site role in Green Bay, WI pairs client interaction with ongoing plan monitoring, helping you translate research into clear guidance. You will also be supported with a competitive salary ($100,000 - $115,000 yearly) and a benefits package that includes retirement matching, paid time off, and reimbursement for industry training and licensing.

What you’ll do

Work closely with senior advisors to create personalized financial plans aligned with clients’ goals and aspirations.
Perform thorough research and analysis to support the development of comprehensive financial strategies.
Meet with clients to gather essential information and build a clear understanding of each client’s financial landscape.
Prepare detailed reports and presentations that communicate financial insights and recommendations clearly.
Assist with financial plan implementation, helping clients feel informed and confident in decisions.
Monitor clients’ progress and provide regular updates and adjustments to plans and investments to stay aligned with goals.
Stay current on industry trends and regulatory changes to support the most up-to-date advice and solutions.

What you’ll bring

Experience in financial planning or a related field, with a strong understanding of financial products and services.
Ability to collaborate effectively with advisors and team members to develop personalized plans.
Proven experience conducting deep research and analysis to support financial strategy development.
Strong communication skills for engaging clients and collecting key financial information.
Proficiency preparing detailed reports and presentations that convey financial insights.
Experience supporting implementation of financial plans so clients feel informed and confident.
Experience monitoring client progress and delivering timely updates and adjustments.
Current licenses: SIE, Series 66 (or equivalent), Series 7, WI health, and WI life insurance.