Financial Planning ManagerVirtualVocations • El Cajon, California, United States
Financial Planning Manager
VirtualVocations • El Cajon, California, United States
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A company is looking for a Manager - Strategic Financial Planning & Investments.
Key Responsibilities
Support the development of financial models and strategic frameworks for clinical services initiatives and enterprise planning
Assist in coordinating the capital investment planning process and ensure alignment with enterprise priorities
Help manage the investment portfolio by compiling performance data and supporting regular reporting on project status and outcomes
Required Qualifications
5+ years of experience in financial planning, strategic analysis, business consulting, or related fields
Experience supporting enterprise-wide projects and cross-functional teams
Proficient in Microsoft Excel, PowerPoint, and Word
Bachelor's degree preferred in Finance, Business, Economics, or a related field
Master's degree or relevant certifications (e.g., CPA, CFA) are a plus, but not required
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Financial Planning Manager • El Cajon, California, United States
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