Financial Planning and Analysis Director jobs in Bridgeport, CT

Financial Planning and Analysis Director leads the budgeting, forecasting, long-term planning, implementation, and business strategic analysis of the financial team. Conducts financial analysis, modeling, forecasting and reporting efforts to ensure efficient financial operations. Being a Financial Planning and Analysis Director reviews analysis results, develops insightful suggestions for investment, sourcing, cost reduction and leads strategic business decisions. Requires a bachelor's degree. Additionally, Financial Planning and Analysis Director typically reports to top management or CFO. The Financial Planning and Analysis 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 a Financial Planning and Analysis Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)

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Director of Private Client Services
  • GYL Financial Synergies
  • Westport, CT FULL_TIME
  • Summary/objective 

    The Director of Private Client Services oversees the private client services team and provides administrative support to one or more Financial Advisors or Partners of the firm. Responsibilities include opening new accounts, creating households in the CRM, cashiering, ACH transfers, assisting clients, researching client problems, maintaining account records, and preparing client communication. Additional duties include scheduling client meetings, maintaining outlook calendars, and assisting with travel schedules. 

    An essential function of the role will be to provide leadership to the Client Service team. 

     

    Essential Functions 

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

    Performs all aspects of the Senior Client Associate role plus: 

    • Leads and manages Client Service team in Westport, CT location. 
    • Clearly communicates performance expectations to members of their team. 
    • Controls work distribution between Client Associates.  
    • Coordinates and approves PTO and other leave within their department and ensures sufficient coverage is in place. 
    • Provides continuous feedback and coaching to team members regularly.  
    • Responsible for staff development, leadership coaching and associate engagement.  
    • Responsible for new hire training.   
    • Educates all Client Service team members when there are changes in processes.   
    • Participates in completion of year-end reviews for members of their team. 
    • Assists clients. 
    • Researches client issues. 
    • Prepares and processes client documentation. 
    • Opens new client accounts and creates households. 
    • Maintains client records. 
    • Executes cashiering, money movement, and ACH requests. 
    • Meets with clients and assists with paperwork. 
    • Oversees and meets with Client Service team to review new private client initiatives. 
    • Prepares client communication. 
    • Answers incoming client calls. 
    • Oversees general office management. 
    • Oversees the ordering of office supplies. 
    • Ensures Client Service team maintains look and tidiness of office space. 
    • Participates in new initiatives and projects. 

     

    Competencies 

    • Communication Proficiency. 
    • Teamwork. 
    • Technical Capacity. 

     

    Supervisory Responsibility  

    This position has supervisory responsibilities. 

     

    Work Environment  

    This job operates in a professional office setting. This position uses common office apparatus such as computers, phones, photocopiers, filing cabinets and fax machines. 

     

    Physical Demands 

    The physical demands described here represent those that are required by an employee to successfully perform the essential job functions.  

    This job requires the employee to regularly talk and hear. Additionally, the employee is often required to stand; walk; use wrists, hands, and fingers to type, handle or feel; and reach with hands and arms. From time to time, light lifting may be required for routine office tasks such as client mailings, refilling copiers, etc.  

     

    Position Type/ Expected Hours of Work 

    This is a full-time position where the employee is expected to be in the office Monday through Friday from 8:30a.m. to 5:00p.m. 

     

    Travel 

    Travel is not predicted for this job. 

     

    Community and Volunteer Activities  
    The GYL team routinely supports a number of charitable organizations and activities. It is strongly encouraged that the Director of Private Client Services is willing to occasionally, as their schedule permits, participate in activities with other team members.  

     

    Additional Eligibility Qualifications 

    • 10-15 years of operational experience within the financial services industry. 
    • Bachelor’s degree required. 
    • Must have strong organizational and prioritization skills. 
    • Ability to work independently to research and resolve client issues. 
    • Must have an understanding of appropriate paperwork and procedures necessary to process transactions. 
    • Client services oriented. 
    • Strong attention to detail. 
    • Must be computer literate and proficient with Windows, Word, and Excel. 
    • Fidelity or Schwab experience would be preferred. 
    • Ability to multi-task. 
    • Work both independently and within a team. 
    • Ability to problem solve and determine the most effective method of problem resolutions while complying with corporate and regulatory procedures.  

     

    Required Education and Experience 

    • Education: Required – Bachelor’s degree; Preferred – Bachelor’s degree in Finance or related field. 
    • Licenses: Required- Series 63/65 or 66. 
    • Work Experience: Preferred – Worked with or in an RIA and has experience with Fidelity and its systems. 
    • Years of Experience: Required – 10 to 15 years of experience. 

     

    Other Duties 

    Please note this job description is not a comprehensive listing of day-to-day activities, responsibilities, or tasks that are required of the employee for this job. Day-to-day tasks, responsibilities, and activities may change at any time with or without notice.  

  • 10 Days Ago

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Financial Professional
  • Prudential Advisors - Northeast Financial Group
  • Shelton, CT FULL_TIME
  • Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivate...
  • 8 Days Ago

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Financial Advisor Associate
  • Ameriprise Financial Services, LLC.
  • Westport, CT FULL_TIME
  • Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing client...
  • 19 Days Ago

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Data & Reporting Analysis Manager- FP&A
  • Richemont
  • Shelton, CT OTHER
  • Reference Code: 100194 Data & Reporting Analysis Manager- FP&A Richemont Shelton, CT, US Permanent Richemont owns some of the world’s leading luxury goods Maisons, with particular strengths in jewelle...
  • 3 Days Ago

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VP Planning, Inventory and Delivery
  • Hubbell Incorporated
  • Shelton, CT FULL_TIME
  • Job Overview The Vice President of Planning, Inventory and Delivery will be responsible for advancing the planning, inventory and SIOP processes. The strategic leader works with the Segment materials ...
  • Just Posted

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Vp planning inventory
  • Hubell
  • Shelton, CT FULL_TIME
  • Job Overview The Vice President of Planning, Inventory and Delivery will be responsible for advancing the planning, inventory and SIOP processes. The strategic leader works with the Segment materials ...
  • 3 Days Ago

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0 Financial Planning and Analysis Director jobs found in Bridgeport, CT area

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Chief Financial Officer - B2B EXIT & B2B CFO
  • B2B CFO
  • Bay Shore, NY
  • Seeking An Experienced CFO Are you a driven and entrepreneurial CFO with experience in helping business owners improve t...
  • 3/29/2024 12:00:00 AM

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Chief Financial Officer - B2B EXIT & B2B CFO
  • B2B CFO
  • Huntington Station, NY
  • Seeking An Experienced CFO Are you a driven and entrepreneurial CFO with experience in helping business owners improve t...
  • 3/29/2024 12:00:00 AM

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Chief Financial Officer
  • The Country Club Of Darien
  • Darien, CT
  • In 1957, Edgar S. Auchincloss transformed his family's 200-acre farm into the Country Club of Darien. Originally purchas...
  • 3/28/2024 12:00:00 AM

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Chief Financial Officer - B2B EXIT & B2B CFO
  • B2B CFO
  • New Haven, CT
  • Seeking An Experienced CFO Are you a driven and entrepreneurial CFO with experience in helping business owners improve t...
  • 3/28/2024 12:00:00 AM

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Chief Financial Officer - B2B EXIT & B2B CFO
  • B2B CFO
  • Middletown, CT
  • Seeking An Experienced CFO Are you a driven and entrepreneurial CFO with experience in helping business owners improve t...
  • 3/28/2024 12:00:00 AM

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Financial Director
  • Tri-Vin Wines and Spirits
  • New Rochelle, NY
  • Job Description Job Description Finance Director Job Summary: We are seeking a dynamic finance director with a proven tr...
  • 3/28/2024 12:00:00 AM

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Chief Financial Officer
  • The Phoenix Group
  • Stamford, CT
  • Our client, a prestigious Law Firm is seeking a Chief Financial Officer to join their team in their Stamford office! The...
  • 3/27/2024 12:00:00 AM

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Chief Financial Officer
  • KUBTEC Medical Imaging
  • Stratford, CT
  • Reports To CEO Company Overview KUBTEC, is a leading medical and scientific imaging company, located in Stratford, CT, a...
  • 3/25/2024 12:00:00 AM

Bridgeport is a historic seaport city in the U.S. state of Connecticut. It is in Fairfield County, at the mouth of the Pequonnock River on Long Island Sound, 60 miles from Manhattan and 40 miles from The Bronx. It is bordered by the towns of Trumbull to the north, Fairfield to the west, and Stratford to the east. As of 2017, Bridgeport had an estimated population of 146,579, which made it the largest city in Connecticut and the fifth-most populous in New England. The Greater Bridgeport area is the 48th-largest urban area in the United States. The showman P. T. Barnum was a resident of the cit...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Planning and Analysis Director jobs
$211,385 to $312,607
Bridgeport, Connecticut area prices
were up 1.7% from a year ago

Financial Planning and Analysis Director in Columbus, MS
If finance tries to meet every demand, including those that add little value, the quality of the analysis will suffer and strain limited resources.
December 12, 2019
Financial Planning and Analysis Director in Pocatello, ID
Generally speaking, the FP&A manager will be in charge of the processes that support an organization’s business health and strategy, and ensure basic financial survival.
February 10, 2020
Financial Planning and Analysis Director in Syracuse, NY
In other words, FP&A is about anticipation – making sure you get answers to questions that link planning and analysis to choices and strategic business decisions.
February 04, 2020