Estate Planning Director jobs in New Hampshire

Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)

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Director, Financial Planning & Analysis
  • Sprague Resources GP LLC
  • Portsmouth, NH FULL_TIME
  • Description

    Sprague Resources LP is a dynamic and rapidly growing Northeast energy merchant company committed to innovation, excellence, and delivering exceptional value to our customers. We are seeking a highly motivated and detail-oriented individual to join our finance team as a Director of Financial Planning & Analysis (FP&A). This position offers an exciting opportunity to contribute to strategic decision-making processes and drive financial performance.

    The Director of FP&A will play a critical role in supporting the finance function by providing insightful analysis, forecasting, and financial modeling to assist in strategic decision-making. Reporting to the CFO, this role will collaborate closely with various departments across the organization to gather relevant data, analyze financial performance, and provide actionable recommendations.

    • Develop and maintain financial models to support budgeting, forecasting, and long-range planning processes.
    • Prepare monthly, quarterly, and annual financial reports and variance analysis to communicate key insights and drivers of financial performance.
    • Partner with business leaders to understand and analyze key performance metrics, identify trends, and provide recommendations for improvement.
    • Assist in the development of annual budgets and forecasts by analyzing historical data, market trends, and business drivers.
    • Conduct ad-hoc financial analysis and scenario modeling to support strategic initiatives and decision-making.
    • Collaborate with accounting team to ensure accurate and timely financial reporting and reconciliation.
    • Assist in the preparation of presentations for executive leadership and board meetings, summarizing financial performance, forecasts, and strategic recommendations.
    • Support the continuous improvement of financial processes, systems, and reporting tools to enhance efficiency and effectiveness.

    Qualified candidates for this role will have the following:

    • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred.
    • 5-7 years of experience in financial planning and analysis, investment banking, consulting, or related field.
    • Strong analytical skills with proficiency in financial modeling and data analysis tools (Excel, PowerPoint, etc.).
    • Excellent communication and presentation skills, with the ability to distill complex financial concepts into clear and actionable insights.
    • Detail-oriented with a high degree of accuracy and a commitment to meeting deadlines.
    • Ability to thrive in a fast-paced, dynamic environment and effectively manage multiple priorities.
    • Proactive mindset with a desire to continuously learn and develop new skills.

    This opportunity is based in Portsmouth, NH.

    If you are a highly motivated and results-oriented individual with a passion for finance and strategic analysis, we invite you to apply for the Director of FP&A position at Sprague Resources LP. Please submit your resume and cover letter outlining your qualifications and interest in the role. We look forward to reviewing your application and discussing how you can contribute to our team!

    Why join Sprague?

    • Opportunity to make a meaningful impact and contribute to the success of a growing company.
    • Competitive salary and benefits package, including health insurance, retirement plans, and professional development opportunities.
    • Collaborative and supportive work environment with opportunities for career advancement and growth.
    • Commitment to diversity, inclusion, and employee well-being.

    Our Culture

    We recently surveyed our employees to ask them their favorite part of the job. They answered, "The people I work with."

    In addition to great coworkers, you'll enjoy perks like medical benefits and retirement contributions that start on your first day. Employees start with three weeks (15 days) of paid vacation time per year! Sprague also provides tuition reimbursement for any employee that would like to further their education. Do you like to get involved where you work? Is giving back important to you? It's important to us, too! Sprague donates back to the communities in which we live and work every year and provides opportunities for employees to support various charities throughout the year. In addition, Sprague offers paid volunteer time to allow employees to support charities which are meaningful to them. Sprague has a range of committees to support varying initiatives (Sustainability, Charitable, Scholarship, Innovation, FunForce, etc.). Sprague is a place that cares about its employees, its community, and about creating a place where people want to come to work every day.

    Plus, we have some great benefits!

    • 401(k) Traditional and Roth plans with employer match of 100% of the first 6% of the employee's contribution
    • Defined Contribution Plan with an automatic contribution from Sprague
    • Paid Volunteer Time
    • Flexible Working Policy
    • Choice of high deductible and PPO Health Plans to fit your individual needs
    • Wellness Program

    Who we are:

    Do you like to solve problems and consider yourself forward thinking? If you are looking for a place to challenge yourself, then Sprague is your place. Sprague employees are dedicated and driven. We work best as a team, knowing that collaboration leads to innovation and the best customer experience. We are looking for hardworking colleagues to join us and help us stay at the forefront of the energy industry, which is where we've been for the last 150 years.

    Sprague takes a collaborative, customer-centric approach to providing best-in-class energy products and related services throughout the Northeast. Founded in 1870, we pride ourselves on offering customers the expert solutions and high-quality service that help their businesses thrive in any market landscape. Sprague values innovation, safety, integrity and people. We know that our people are what set us apart from our competition, and we work hard to make sure each employee across our 20 locations knows how important they are to our community.

    Come join us to learn why we are consistently celebrating 20-, 30-, and even 40-year anniversaries here at Sprague!

    Sprague is an EEO/AA employer. We strongly encourage minorities, females, Vets and individuals with disabilities to apply.

    As a federal contractor we adhere to OFCCP employment regulations. Click here for OFCCP compliance information






    Sprague is an EEO/AA employer.  We strongly encourages minorities, females, Vets and individuals with disabilities to apply.

    As a federal contractor we adhere to OFCCP employment regulations. Click here for OFCCP compliance information: https://www.eeoc.gov/employers/upload/poster_screen_reader_optimized.pdf

     

  • 17 Days Ago

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Director, Financial Planning & Analysis
  • Sprague
  • Portsmouth, NH FULL_TIME
  • Sprague Resources LP is a dynamic and rapidly growing Northeast energy merchant company committed to innovation, excellence, and delivering exceptional value to our customers. We are seeking a highly ...
  • 19 Days Ago

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Senior Director of Facilities and Planning
  • SPS Career Info
  • Concord, NH FULL_TIME
  • Senior Director, Facilities and PlanningSt. Paul’s School, Concord, NHDecember 2023 St. Paul’s School seeks an accomplished, collaborative, mission-driven, and visionary leader for Facilities and Plan...
  • 23 Days Ago

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Planning Associate
  • Northeast Planning Associates
  • Bedford, NH FULL_TIME,PART_TIME
  • We are an independent Wealth Management firm located in Southern NH seeking a high quality, energetic individual to work directly with our financial planning team serving a group of successful financi...
  • 26 Days Ago

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Associate Attorney, Real Estate, Trust & Estate Planning (Manchester, NH)
  • Primmer Piper Eggleston & Cramer PC
  • Manchester, NH FULL_TIME
  • August, 2023 PRIMMER PIPER EGGLESTON & CRAMER PC, a regional law firm with offices in Vermont, New Hampshire, and Washington, D.C., seeks an attorney to join its real estate and estate planning teams ...
  • 24 Days Ago

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Real Estate Administrative Assistant
  • H.G. Johnson Real Estate
  • Keene, NH PART_TIME,CONTRACTOR
  • About us H.G. Johnson Real Estate is a multi faceted company handling all lines of real estate with offices in New Hampshire, Massachusetts and Florida. We offer our clients the best service and exper...
  • 3 Days Ago

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Director of Planning & Zoning
  • Kennett Township
  • Chadds Ford, PA
  • Are you looking for a job that allows you to be part of the community you work in and a vital tool to the department? Do...
  • 4/19/2024 12:00:00 AM

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Director of Planning
  • KHAITE
  • New York, NY
  • About KHAITE: KHAITE is a leading Luxury fashion brand based in New York City, known for its modern and luxurious design...
  • 4/18/2024 12:00:00 AM

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Planning Director
  • AppleOne Employment Services
  • Fresno, CA
  • TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
  • 4/18/2024 12:00:00 AM

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Planning Director
  • Licking County
  • Newark, OH
  • JOB OPPORTUNITY! Licking County Planning Director The Licking County Planning Commission (LCPC) is seeking a qualified D...
  • 4/18/2024 12:00:00 AM

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Planning Director
  • Appleone Employment Services
  • Fresno, CA
  • TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
  • 4/18/2024 12:00:00 AM

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Financial Planning Director
  • Lead Advisor
  • Westborough, MA
  • Description: Director of Planning Our client is a full-service financial advisory practice in Westborough that serves hi...
  • 4/18/2024 12:00:00 AM

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Finance Planning Director
  • Armanino LLP
  • San Ramon, CA
  • At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in ...
  • 4/16/2024 12:00:00 AM

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Financial Planning Director
  • Lead Advisor
  • Westborough, MA
  • Description: Director of Planning Our client is a full-service financial advisory practice in Westborough that serves hi...
  • 4/15/2024 12:00:00 AM

New Hampshire is part of the six-state New England region. It is bounded by Quebec, Canada, to the north and northwest; Maine and the Atlantic Ocean to the east; Massachusetts to the south; and Vermont to the west. New Hampshire's major regions are the Great North Woods, the White Mountains, the Lakes Region, the Seacoast, the Merrimack Valley, the Monadnock Region, and the Dartmouth-Lake Sunapee area. New Hampshire has the shortest ocean coastline of any U.S. coastal state, with a length of 18 miles (29 km), sometimes measured as only 13 miles (21 km). New Hampshire was home to the rock forma...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$131,879 to $196,142

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