Financial Planning Manager

ZipRecruiter; Englewood (CO); Remote; USD 90,000 - 120,000; Full time

Job summary

A leading company seeks a Financial Planning Manager to oversee corporate projections and provide financial analysis. The ideal candidate will possess strong analytical and interpersonal skills, with a focus on improving financial status and managing risks. Responsibilities include data analysis, financial reporting, and relationship management with clients. This remote position based in Colorado offers a dynamic opportunity for experienced finance professionals.

Qualifications

• Minimum five years of related experience.
• Master’s degree preferred.

Responsibilities

• Gather and analyze data to monitor and improve financial status.
• Prepare and present financial reports as required.
• Manage cash flow and financial instruments.

Skills

Analytical Skills

Interpersonal Skills

Management Skills

Communication Skills

Education

Bachelor’s degree in Finance

Master’s degree

Chartered Financial Analyst (CFA)

Job description

Job Description: Financial Planning Manager

Area: Finance

Job Level: Manager

Location: Remote (Colorado)

Job Classification: Exempt

Status: Full Time

I. Main Purpose of the Role:

The Financial Planning Manager oversees all corporate projections, providing analysis of technical, administrative, and significant impacts. The ideal candidate has an analytical approach, tactical awareness, and excellent interpersonal skills.

II. Job Responsibilities or Duties:

1. Gather and analyze data to monitor and improve the organization's financial status.
2. Analyze market conditions through securities transactions and price lists.
3. Review financial reporting structures, accounting procedures, and investment activities; recommend improvements.
4. Draft operational and risk reports for management analysis.
5. Facilitate risk management and insurance programs to minimize risks and losses.
6. Manage cash flow and financial instruments.
7. Develop and oversee procedures to safeguard assets, records, loan collateral, and securities.
8. Review, assess, and oversee loan applications; facilitate approval or rejection of credits and loans.
9. Review collection reports, determine status and amounts, and refer delinquent accounts appropriately.
10. Prepare and present financial reports as required by policies and regulations.
11. Plan and prepare departmental budgets.
12. Participate in networking to locate and recruit new business.
13. Establish and maintain relationships with customers and clients.
14. Gather and provide financial information to stakeholders and assist in capital raising efforts.
15. Perform other related duties as assigned.

III. Basic Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or Business Administration; master’s degree preferred.
• Minimum five years of related experience.
• Chartered Financial Analyst (CFA) certification.

IV. Desired Skills:

• Thorough understanding of laws, regulations, and policies in the financial and banking industry.
• Ability to analyze financial documents, identify trends, risks, and weaknesses.
• Excellent management skills.
• Strong verbal and written communication skills.
• Sound judgment for decision-making aligned with company goals.
• Ability to work independently.

NUBURU is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, protected veteran status, or disability.