Financial Planning & Analysis Manager

Davita Inc.; Bethesda (MD); On-site; USD 100,000 - 140,000; Full time

Job summary

A leading company in financial services is seeking a Financial Planning Manager to oversee budgeting, forecasting, and financial modeling. The ideal candidate will have a Bachelor's degree and 7 years of experience in financial planning, with strong analytical and communication skills. This full-time, onsite role in Bethesda, MD offers a competitive salary and excellent employee benefits including generous parental leave and 401(k) matching.

Benefits

Maternity and parental leaves

Healthcare premium sharing

100% 401(k) matching up to 4%

Qualifications

• 7 years experience in financial planning and analysis.
• Knowledge of bank financial statements.
• Previous banking experience.

Responsibilities

• Overseeing budgeting, forecasting, and financial modelling.
• Collaborating with cross-functional teams to optimize financial performance.
• Providing actionable insights to support key decision-making.

Skills

Advanced analytical skills

Strong communication skills

Ability to align strategies

Education

Bachelor's Degree in Arts/Sciences (BA/BS)

Job description

*Description*
- Responsible for overseeing budgeting, forecasting, and financial modelling.
- Collaborates with cross-functional teams and provides actionable insights to optimize financial performance and support key decision-making.
- Reports to the Treasurer and works closely with Senior Staff to support the overall strategies and goals.
*Additional Skills & Qualifications*
*Bachelor's Degree in Arts/Sciences (BA/BS) in relevant fields such as Finance, Accounting, Business Analytics or related discipline.
*7 years experience working in financial planning and analysis, including managerial roles and executive or board level presentations.
*Ability to align financial planning strategies with overall business goals.
*Advanced analytical skills to interpret financial data and provide actionable insights to senior leaders.
*Strong communication skills, with the ability to convey complex financial concepts to senior leaders.
*Understanding of market trends and market research to best uncover the potential impact on financial performance.
*Strong knowledge of banking as it pertains to performance metrics, regulatory metrics and peer analysis.
*Strong knowledge of bank financial statements
*Previous banking experience
Preferences:
*Experience in financial services or regulated industry
*Certified Public Accountant (CPA)
*Chartered Financial Analyst (CFA)
*Experience in Empyrean
*Pay and Benefits*
The pay range for this position is $100691.00 - $139848.00/yr.
We believe employees are essential to the building of relationships and we prioritize investing in employee growth and wellbeing. Employee involvement is fostered through resource groups, mentorship programs, community service, and scholarship opportunities for continued education. With features including maternity and parental leaves, wellness discounts, healthcare premium sharing, employer funding in your HSA account, and 100% 401(k) matching up to 4%, we pride ourselves in the ways we support our internal relationships.
*Workplace Type*
This is a fully onsite position in Bethesda,MD.
*Application Deadline*
This position is anticipated to close on Jun 11, 2025.
About TEKsystems and TEKsystems Global Services

We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.


The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.