Creative Planning Jobs in Usa

Delagnes, Linder & Duey, LLP specializes in estate planning, taxation and business transactions. The firm is located in San Francisco’s Financial District.

We are seeking an experienced Attorney for our Estates and Trusts practice group.

Preferred applicant should have between 5-10 years of substantial experience in the areas of probate, trust administration and estate and income tax planning including working with high-net worth individuals and families in designing and drafting sophisticated estate and lifetime gifting plans. Responsibilities include: representing trustees, executors, heirs and beneficiaries and managing probate and trust administrations, counseling clients as to most suitable estate plans or gifting strategies for their individual situations and drafting necessary documents to implement such plans.

KEY SKILLS & EXPERIENCE

• Advise high-net-worth clients on comprehensive estate, gift, and GST tax planning strategies
• Draft complex estate planning documents independently
• Manage large-scale client projects, ensuring effective communication and timely completion
• Collaborate closely with clients and their outside advisors on wealth planning solutions
• Conduct legal research and stay informed on changing tax laws relevant to estate planning
• Can independently run a post-mortem trust administration, expertly advising fiduciaries to keep them ahead of milestones, avoiding pitfalls and surprises, and efficiently shepherding distribution to assets to beneficiaries
• Has a minimum of 5 years handling estate planning and trust administration for taxable estates
• Possesses solid gift, estate and generation-skipping transfer (GST) tax skills, is able to engage with ultra-high net worth clients to design and implement complex estate freeze and charitable planning with technical precision and prepare and review estate and gift tax returns
• Has proven ability to stay on top of a busy practice – including time recording, proactive deadline and matter management, and taking ownership of assigned projects – and doesn’t require supervision in these areas
• Is energized by participating on a dynamic team and demonstrates a genuine interest in contributing to the team’s success as a whole, including through mentorship of junior team members and development and refinement of team processes
• Inspires the confidence of clients, intermediaries and referral sources (internal and external) who trust that they are in good hands
• Takes a practical approach to solving client problems, and is nimble in employing tools to implement these solutions
• Never stops learning and seeking to develop skills, knowledge and understanding to better serve clients
• Is highly resourceful, composed and empathetic
• Juris Doctor (JD) from an accredited law school
• Admitted to and in good standing with the California Bar
• L.L.M. in Taxation, desired

Interested candidates should submit a cover letter and resume.

Are you a seasoned trusts and estates attorney ready to take your practice to the next level? Our client’s Dallas office is seeking a Trusts and Estate Planning Partner who is passionate about delivering thoughtful, customised planning strategies to high-net-worth individuals and closely held businesses. The firm takes a truly collaborative approach—working closely with clients and their advisors to ensure every estate, tax, and succession plan reflects their unique goals and values.

Responsibilities:

• Serve as a trusted advisor to clients in estate, income tax, retirement, charitable giving, and business succession planning.
• Collaborate with clients’ financial advisors, accountants, and other professionals to develop holistic and tailored wealth planning strategies.
• Advise closely held and family-owned businesses on tax-efficient operational structures, entity formation, ownership transitions, sales, and liquidation.
• Maintain and expand client relationships through proactive engagement and thought leadership.
• Stay current with evolving tax legislation and estate planning trends to provide cutting-edge counsel.

Qualifications:

• JD from an accredited law school and active membership in the Texas Bar (or eligibility to waive in).
• Extensive experience in trusts and estates law, including tax and wealth planning for high-net-worth individuals and families.
• Proven expertise in business succession planning, charitable giving strategies, and entity structuring.
• Strong interpersonal and communication skills with a demonstrated ability to build client confidence and long-term partnerships.
• Leadership experience and a commitment to collaborative client service.

Benefits:

• Competitive compensation package with performance-based incentives.
• Comprehensive health, dental, and vision insurance.
• 401(k) plan with firm contributions.
• A collaborative, collegial environment with a strong team culture.
• Resources and support for business development and practice growth.
• A respected platform for delivering exceptional legal services in estate and wealth planning.

How to Apply:

Interested candidates should submit their resume and a cover letter detailing their qualifications and business development track record to Louis Rosenthal ( ) or you can hit apply now.

• Spare parts requests and follow-up
• Planning and coordination of field service activities
• First-level customer interaction
• Daily coordination between service teams, sales, and internal operations

• Serve as the first contact for customers (email & phone) regarding:
  
  • Spare parts needs
  • Service interventions
  • Coordination of technical support requests
• Support the scheduling and planning of field service technicians:
  
  • Organizing interventions
  • Managing priorities and urgent cases
  • Aligning customer needs with technician availability
• Act as a daily interface between:
  
  • Field service teams
  • Spare parts logistics
  • Sales and internal teams
  • Industrial customers
• Ensure timely follow-up and clear communication on all open requests
• Contribute to the continuous improvement of service coordination processes

• Experience in customer service within an industrial or manufacturing setting
• Familiarity with:
  
  • Spare parts coordination
  • Service planning or scheduling
  • Supporting field service teams
• Experience interacting with B2B industrial clients
• Strong organisational and prioritisation abilities
• Comfort handling multiple requests in parallel
• Clear, professional communication skills (written and verbal)
• An understanding of service responsiveness in machine-based environments

• How industrial service organisations function
• The impact of equipment downtime on customers
• The importance of follow-up, structure, and accountability in after-sales service

Retirement Plans Account Specialist

Fragasso Financial Advisors, Inc. is a primarily fee-based financial planning and investment management firm headquartered in Pittsburgh, PA. We are passionate about creating an exceptional client experience, and we have been helping clients work towards their financial goals since 1972.

We are seeking an organized, detail-oriented professional with strong communication skills to serve as a Retirement Plans Account Specialist in our South Hills office in McMurray, PA. This position plays a key role in supporting the delivery of retirement plan advisory services through coordination of administrative processes, client servicing, reporting preparation, plan conversions, and documentation oversight. The individual will collaborate with internal teams and external partners to help ensure a consistent, high-quality client experience and efficient department operations. This positions offers a hybrid work schedule with work from home opportunity.

Key Responsibilities

Responsibilities include, but are not limited to:

• Provide timely administrative and operational support to retirement plan clients and advisory team members
• Respond to client inquiries and assist in resolving questions or issues related to accounts
• Maintain consistent communication with clients, prospects, and external partners
• Document interactions, workflows, and activity in the firm CRM (Salesforce)
• Support preparation and distribution of quarterly investment review reports
• Coordinate with third-party administrators, recordkeepers, and investment partners to obtain service information, platform updates, and pricing information
• Prepare and update participant communication and education materials and presentations
• Review paperwork for completeness and accuracy; guide clients on documentation requirements
• Facilitate plan conversions, transfers, and account onboarding activities
• Coordinate recordkeeper transitions to ensure a smooth and efficient client experience
• Maintain electronic records and client files in accordance with firm standards
• Participate in client and prospective client meetings as needed
• Conduct participant education sessions when appropriate
• Collaborate effectively with internal team members and take ownership of assigned outcomes
• Represent the firm through participation in client and networking events
• Perform additional duties as assigned by management

To be considered for this position, you should possess the following qualifications:

• Associate or bachelor’s degree (Business or related field preferred)
• 2+ years of experience in financial services (retirement plans, advisory, or banking preferred)
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Experience with CRM platforms (Salesforce preferred)
• Familiarity with retirement plan tools (RPAG preferred)
• Strong organizational and time-management skills
• Professional communication and client service orientation
• Attention to detail and accuracy in documentation and reporting
• Ability to manage multiple priorities in a collaborative team environment

We offer an excellent benefit package, including medical, dental, vision, life, 401k/profit sharing and an Employee Stock Ownership Plan!

Fragasso Financial Advisors has previously received “Best Places to Work” awards by organizations such as the Pittsburgh Business Times and Investment News.1

Fragasso Financial Advisors is an Equal Opportunity Employer D/V/LGBT

Investment advice offered through Fragasso Financial Advisors, a registered investment advisor.

1 The results of Best Places to Work are based on an online survey of employees, which were conducted in 2025 and in previous years. Companies are surveyed on a variety of factors ranging from employee job satisfaction to salary satisfaction to perspectives on management.

Job Summary

The Senior Manager of Financial Planning & Analysis for Ancillary Services will drive financial excellence by providing oversight of budgeting and financial management as well as ownership of the P&L.

Essential Job Functions

• Prepare, maintain, and analyze P&L statements and budgets to identify variances, cost trends, and growth opportunities.

• Execute financial planning and analysis activities to support profitability improvement and operational efficiency initiatives.

• Develop, update, and maintain financial proformas and annual budgets.

• Track and report on gross margin performance, identifying drivers of variance and recommending practical improvements.

• Work closely with internal departments and practice leaders to gather financial data, validate assumptions, and support performance improvement initiatives.

• Provide detailed financial analysis to support decision-making.

• Assist in implementing programs and initiatives designed to drive cost-effective and high-quality operations.

• Support the documentation and consistent application of financial policies, procedures, and internal controls.

• Prepare accurate and timely month-end, annual, and ad-hoc financial reports.

• Complete special projects and additional responsibilities as assigned.

*NOTE: The list of tasks is illustrative only and is not a comprehensive list of all functions and tasks performed by this position.

Education, Experience, Skills, and Requirements

• Bachelor’s degree in finance or accounting required; CPA/MBA preferred.

• At least 3-5 years of accounting/finance experience in the healthcare industry.

• Proficient in MS Office applications and accounting software.

• Knowledge of financial systems, financial principles and control mechanisms, guiding financial excellence.

• Proactive mindset with an innate ability to anticipate emerging business challenges.

• Exceptional communication skills, both written and verbal, combined with outstanding interpersonal and customer service abilities

• Some travel as needed.

• Knowledge of HIPAA Security preferred.

Core Competencies

Accountability:

• Demonstrate an understanding of the link between one's own job responsibilities and overall organizational goals and needs.

Analytical Thinking:

• Demonstrate the ability to deconstruct information into smaller categories in order to draw conclusions.

Decision Making:

• Manage to make the right decision in complex situations.

Management and Leadership:

• Demonstrate the ability to influence and guide members of an organization.

Result Oriented:

• Demonstrate knowledge in setting and achieving challenging goals.

Senior Director of Finance Planning and Analysis

InterDent Service Corporation is a scaled, multi-state dental support organization (DSO) that provides centralized, non-clinical management and administrative services to affiliated dental practices. InterDent supports approximately 165 practices, employing 400+ dentists and more than 2,000 team members across eight states, operating under established regional brands including Gentle Dental.

In addition to its predominantly fee-for-service platform, InterDent operates Capitol Dental Care (CDC), a capitated, value-based care model in Oregon. CDC partners with Coordinated Care Organizations to deliver dental services under the Oregon Health Plan, with a long-standing focus on preventive care and improving oral and overall health outcomes for children and underserved populations since 1994.

Through centralized infrastructure, disciplined operating models, and shared services, InterDent enables clinicians to remain focused on patient care while the organization drives scale, consistency, and operational excellence across a complex, multi-payer, multi-market platform.

Position Overview:

We are seeking a highly skilled and strategic Senior Director of Financial Planning and Analysis (Senior Director of FP&A) to join our leadership team. This individual will have a pivotal role in driving financial planning and analysis in a large multi-site environment, ensuring and supporting key decision making, and contributing to the overall success and sustainability of our organization.

This individual also partners closely with executive and regional leadership on a regular basis.

Key Responsibilities:

Strategic Financial Planning and Business Partnership:

• Lead the development of the company’s long-term financial strategy, aligning with overall business objectives
• Collaborate with executive leadership to assess financial implications of strategic initiatives and provide recommendations for optimal outcomes
• Serve as a trusted strategic partner to the CFO and executive leadership, providing insights into growth initiatives, investments, and cost optimization

Financial Modeling and Analysis:

• Conduct comprehensive financial analyses to support decision-making processes, including variance analysis, trend identification, scenario models, and KPI dashboards
• Identify actionable insights into business performance, highlighting areas for improvement and opportunities for growth
• Establish and maintain robust financial models to analyze various business scenarios and support strategic decision-making
• Ensure consistency and accuracy of financial assumptions across all planning and reporting activities

Budgeting, Forecasting, and Reporting:

• Prepare and present clear, concise, and insightful financial reports for executive leadership, the board of directors, and external stakeholders
• Oversee the preparation of monthly, quarterly, and annual financial reports for executive leadership, identifying key drivers and areas for improvement
• Lead the annual budgeting and forecasting processes, providing insightful analysis and recommendations to senior leadership
• Collaborate with department heads to ensure accurate and timely reporting of financial results

Business Partnership and Cross-Functional Collaboration:

• Work closely with cross-functional teams to provide financial expertise, guidance, and support in areas such as pricing, cost management, and investment decisions
• Establish strong relationships with key stakeholders to enhance financial understanding and collaboration across the organization
• Provide financial reports and analysis to investors and other key external stakeholders

Leadership and Team Development:

• Lead and mentor a high-performing finance team, fostering a culture of collaboration, innovation, and continuous improvement
• Provide coaching and professional development opportunities to team members
• Drive continuous improvement in FP&A processes, tools, and systems to enhance efficiency, scalability, and data quality

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field; MBA or advanced degree preferred
• 10+ years of progressive finance experience, including significant FP&A leadership in a complex, fast-paced environment
• Demonstrated experience in finance leadership roles
• Strong analytical skills with a track record of developing and implementing successful financial strategies in a multi-site environment with over $100M in annual revenue
• Excellent communication and presentation skills with the ability to convey complex financial information to non-finance stakeholders
• Demonstrated leadership experience in managing and developing a finance team
• Advanced proficiency in Excel and in financial modeling; knowledge of SQL and Access preferred; familiarity with PowerBI or other dashboard tools

Preferred Experience:

• Private Equity or Banking experience
• Multi-Site Healthcare or Retail Experience
• M&A experience

Compensation:

• Salary range of $185,000 - $210,000 with an annual bonus in the range of 15 – 20%

Health Plan IT Director

Onsite | Dallas, Texas

We are seeking an experienced IT Applications Manager to lead health plan-focused application development and support within our payer organization in Dallas, TX.

This role oversees mission-critical insurance systems supporting eligibility, utilization management, care management, pharmacy, and related payer operations. This is not a hospital IT role — we are seeking a leader with direct health plan / insurance-side experience. The ideal candidate brings strong payer application knowledge, a data-driven mindset, and proven success leading teams in delivering projects on time and within scope.

What You’ll Do

• Lead and manage a team of IT professionals supporting health plan applications
• Oversee application development, integration, enhancement, and production support
• Partner closely with business stakeholders to translate operational needs into technical solutions
• Provide architectural input and solution design guidance (non-coding leadership role)
• Manage vendor relationships, including third-party system implementations (e.g., pharmacy platforms)
• Ensure strong process control, documentation, and system governance
• Drive project execution with strong focus on timelines, accountability, and quality
• Collaborate with enterprise IT teams to ensure cohesive system integration
• Maintain compliance with HIPAA and healthcare data privacy standards

What We’re Looking For

• 5+ years of IT leadership experience within a health plan / payer organization
• Direct experience supporting insurance-side systems (eligibility, UM, care management, pharmacy)
• Strong background in data-driven application environments
• Experience overseeing vendor implementations and system integrations
• Demonstrated ability to lead cross-functional projects and meet deadlines
• Strong documentation, process management, and operational discipline
• Experience managing teams of 10+ FTEs
• Working knowledge of SQL and application environments (technical fluency required; coding not required)
• Bachelor’s degree in Computer Science or related field

Financial Planning and Analytics Manager

Location: Houston, TX Employment Type: Full Time, On Site 

What We OFFER

• Competitive Compensation
• Growth perspectives
• Comprehensive Benefits Package
• 401K match
• Exemplary Patient Care
• A chance to love what you do

Diagnostic Imaging Centers of Texas (DICOT) and our family of affiliated brands — including Prime Diagnostic Imaging, Memorial MRI & Diagnostic, Desert Imaging, Foundation Physicians Group, and SignatureRx — are seeking an experienced FP&A Manager to join our team and support critical planning, budgeting, and reporting functions across the organization.

What you DO

• Senior Financial Analysis: Lead detailed modeling and analytical support for budgeting and forecasting cycles, developing assumptions and scenario analyses across business units
• Financial Modeling & Decision Support: Build and maintain complex financial models 
• Executive Reporting & Insights: Prepare comprehensive monthly and quarterly reporting packages with clear variance analysis and data-driven insights for finance leadership
• Operational Performance Analysis: Conduct in-depth revenue, expense, and margin analysis
• Capital & Project Analysis: Perform ROI and financial impact modeling
• Lender & Compliance Support: Compile lender reporting schedules, covenant calculations, and supporting documentation in coordination with finance leadership
• Process Optimization & Data Integrity: Improve reporting accuracy, enhance financial workflows, and strengthen data validation processes
• Cross-Functional Partnership: Collaborate with operations and accounting teams to translate financial results into meaningful, actionable insights

What you BRING

• Bachelor’s degree in Finance, Accounting, or a related field (Master’s preferred)
• Extensive experience in Financial Analytics, Accounting, and Corporate Finance 
• Experience in Healthcare strongly preferred
• Advanced Excel expertise with strong financial modeling capability
• Demonstrated experience in preparing detailed financial reporting and supporting budgeting and forecasting processes
• Strong understanding of financial statements, variance analysis, and performance metrics

ABOUT US

Diagnostic Imaging Centers of Texas (DICOT) is a growing network of outpatient imaging centers committed to delivering exceptional diagnostic services to patients and their referring providers across Texas.

As a unified family of brands — including Memorial MRI & Diagnostic, Prime Diagnostic Imaging, Desert Imaging, Foundation Physicians Group, and SignatureRx — we are proud to serve communities throughout Houston, Dallas/Fort Worth, El Paso, Corpus Christi, Beaumont, and surrounding communities.

With a strong focus on advanced imaging, patient-centered care, and timely report turnaround, our clinical and business teams work together to support physicians and healthcare partners in every way possible.

Operating across 23 locations and expanding, each DICOT site is equipped with state-of-the-art technology and staffed by experienced professionals dedicated to ensuring patients receive the highest quality care in a comfortable and efficient setting.

EEO STATEMENT

Diagnostic Imaging Centers of Texas provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Job Title: Inventory Planning Coordinator

Location: Summit, NJ

Duration: 09 months

Pay Range: $(36.12– 37.49)/hr on W2 all-inclusive without benefits

Hybrid: 3 days onsite, 2 days remote

Job Description:

• In this role, you will ensure product continuity of supply for all materials that fall under your assigned portfolio of products.
• This portfolio can include the following types of materials: finished goods, work in process (WIP), raw materials, and packaging components.
• You will collaborate and partner with the manufacturing sites to ensure supply plans can be successful fulfilled by monitoring capacity, component availability and actively mitigating and resolving any product supply and/or customer service challenges.
• Manage inventory levels and the deployment of finished goods according to customer demands and company objectives.
• The planner is responsible for advising management and appropriate internal teams of the current and future status of product supply for existing products as well as for future launches.
• In addition, the planner is expected to escalate any issues that will impact the organization’s ability to meet customer needs and/or fulfill targeted supply plans.

Key Responsibilities:

• Operate as Lead Planner for key strategic sites leading all supply planning related discussions.
• Scheduling / Plant Production –Develop capacity-feasible supply plans and provide to the manufacturing sites on a prescribed schedule. Collaborate with assigned sites to develop short-term production schedules by taking into consideration site constraints, customer service and inventory targets.
• Execute planning scenarios in support of meeting customer service and/or inventory targets with a focus on minimizing E&O inventory, as appropriate.
• Capacity - Handle long term planning for strategic suppliers and participate in supplier capacity reviews.
• Inventory & Service - Deploy inventory planning strategies to maintain and improve service levels and optimize inventory investment.
• Actively participate in annual Entitlement activities to set inventory goals. Actively resolve SLOB disposition.
• New Products & Product Changes - Actively participate in cross-functional team to ensure planning milestones are completed on time and to achieve an appropriate balance between base business and project requirements to ensure customer service and inventory targets are met.
• Ensure that supply plans are developed (and communicated to the appropriate site) which are achievable, aligned to the project timeline and deliverables and support meeting launch inventory targets, and are inclusive of any promotional activities.
• Support Master Data setup in SAP/APO.

Education:

• A Bachelor’s Degree is required, a focus in Supply Chain Management, Engineering or Logistics is preferred.
• An advanced degree is preferred.

Experience and Skills:

Required:

• A minimum of two (2) years of professional business experience is required, preferably in one or more of the following areas: Production Planning, Logistics, Purchasing, Distribution, Manufacturing, and/or Transportation.
• Microsoft Office – Intermediate to advance skill level is required.
• Proficiency to utilize Excel charts, pivot tables, VLOOKUP features without coaching/guidance.
• Handle multiple priorities and work independently while demonstrating initiative and strong analytical savvy.
• Strong analytical, quantitative, decision making, and communication skills.

Preferred:

• Experience in inventory management, SAP APO, or SAP ECC.

Faith-based, not-for-profit health system looking to bring on Director of Planned Giving! Bonus Program!

• Will lead and grow a comprehensive estate and gift planning program. Reporting to the Executive Director, this leader will manage, plan, and implement a strategic planned giving program designed to expand philanthropic impact and advance compassionate, high-quality care — especially for vulnerable populations.

• High-visibility role with strong support from executive leadership and Board members. Department is in a growth phase, offering significant opportunity to build infrastructure, expand donor relationships, and shape long-term philanthropic strategy.

Qualifications:

• Bachelor’s degree required; JD, Accounting, or Financial Planning preferred
• 8+ years of progressive planned giving experience within a large nonprofit
• Demonstrated success closing major and estate gifts
• Strong knowledge of trusts & estates, taxation, probate, and charitable gift structures
• Experience leading within a complex, matrixed organization
• CFRE and/or CSPG preferred

Reporting to the Director, HR Operations, this role is responsible for forecasting and planning the future workforce needs of Valley Children’s Healthcare. Through in-depth analysis of workforce demographics, labor trends, and required skill sets, the position identifies staffing gaps and partners with leadership to develop data-driven, quantitative labor forecasts that support organizational performance, operational planning, and long-term strategic initiatives.

This role oversees the position request and approval process and plays a key role in the continuous evolution of the organization’s comprehensive compensation program. By anticipating future compensation challenges, the incumbent proactively designs innovative, scalable solutions aligned with organizational goals, compensation philosophy, and financial guardrails. The position regularly presents clear, compelling, and data-backed recommendations to executive leadership to drive alignment and informed decision-making.

Additionally, this role oversees the operation, optimization, and integrity of Human Resource Information Systems (HRIS), driving continuous process improvements and ensuring accurate, reliable workforce data. The position provides leadership in developing and improving systems and processes while ensuring compliance with all applicable legal and regulatory requirements related to compensation and workforce data.

Work Location & On-Site Expectations

This position offers a hybrid work arrangement; however, due to the collaborative and operational nature of the role, frequent on-site presence is required. Candidates must reside within a reasonable commuting distance to support regular on-site engagement, as determined by business needs and management.

Qualifications

Education

• Bachelor’s degree in Business, Human Resources, or a related field (required)

Licenses and Certifications

• Certified Compensation Professional (CCOMP) (preferred)
• Professional in Human Resources (PHR) (preferred) or
• Senior Professional in Human Resources (SPHR) (preferred)

Work Experience

• Minimum of five (5) years of related experience in compensation and/or workforce planning (required)
• Minimum of three (3) years of HRIS experience (required)
• Minimum of five (5) years of progressively responsible professional experience (required)

Skills and Abilities

• Strong independent problem-solving and analytical skills
• Ability to manage multiple priorities and concurrent projects effectively
• Exceptional verbal and written communication skills
• Excellent organizational, customer service, and stakeholder engagement skills
• Proficiency in statistical analysis and data-driven decision-making
• Demonstrated experience with HRIS platforms
• Working knowledge of California and federal wage and hour regulations, including FLSA and Wage & Hour requirements (required)

Additional Information

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed above are representative of the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Compensation and Schedule

• Compensation Range: $72.40 – $100.20
• Work Shift: Day (United States of America)
• Exempt Status: Yes
• FTE: 100%
• Scheduled Weekly Hours: 40
• Daily Hours: 8

Director of FP&A

StevenDouglas has partnered with a construction company that is looking for a Director of FP&A. This role is based near Addison and is fully in office.

The Director of FP&A will lead all financial planning and analysis efforts for the division, including budgeting, forecasting, and internal reporting. This role ensures financial integrity through adherence to GAAP and company policies, while also supporting operational effectiveness across the division. This position will partner closely with divisional leadership to drive performance, provide insights, and support strategic initiatives, including M&A activities. The ideal candidate is analytical, detail-oriented, and comfortable collaborating with both finance and operational teams.

Key Responsibilities

• Lead the creation and maintenance of divisional business plans, budgets, and forecasts
• Ensure accuracy and compliance in financial reporting in accordance with GAAP and internal policies
• Support cost control efforts and provide financial oversight across the division
• Analyze margins, prepare pricing proformas, and evaluate financial performance
• Assist in the administration and oversight of sales contracts
• Support strategic decision-making with accurate and timely financial analysis
• Collaborate with leadership to drive divisional growth and profitability
• Engage with investors during project due diligence and underwriting
• Facilitate timely accruals and manage trailing costs

Qualifications

• Bachelor’s degree in Finance
• 10-15 years of relevant Finance experience
• Homebuilding, Construction, Building Component or Manufacturing Industry experience

PositionSummary: Provides support for the maintenance division through the organization, collection, compilation, formatting and presentation of key performance indicators to advise business decisions and assess the organization’s progress relating to the division and department goals.

Manages short- and long-term divisional results to maximize production support and expenditure.

Responsible for ensuring an efficient and accurate utilization of the computerized maintenance management system (CMMS) and Power BI.

Uses analytical skills and critical thinking to improve division performance.

KeyResponsibilities/Duties: • Build infrastructure requirement for extraction, transformation, and loading of data.

Design and maintain data models used for reporting and analytics.

• Create dashboards and KPIs to show business performance to management.

• Understand business strategy to build timely and scalable insights to enable quick and accurate data driven decisions.

• Analyze various sources of data to determine the best fields for specific KPIs and ensure data accuracy by validating data for new and existing tools.

• Develop preventive, predictive, and corrective maintenance plans and schedules for their assets (wharves, cranes, roadways, utilities, terminals, fleet, buildings, marine structures, etc.).

• Own the design and development of automated solutions for recurring reporting and indepth analysis.

• Analyze planning data to define manpower, parts and other resources required to meet terminal demands • Perform a variety of activities in planning, scheduling, and documentation, including reports and presenting findings • Develop CMMS tool to meet department demands, including maintain accurate and prompt data collection • Perform analysis of workload, staff allocation and material resources by developing flexible forecasting tool

A leading activewear apparel organization is seeking a Director of Supply Chain Planning to lead end‑to‑end planning operations within a fast‑growing, high‑velocity direct‑to‑consumer environment. This role is ideal for a data‑driven leader experienced in rapid product cycles, frequent launches, and trend‑driven forecasting. The position reports directly to executive leadership and plays a critical role in supporting the company's continued expansion.

Responsibilities for the Director of Supply Chain Planning:

• Own demand forecasting across categories and full product lifecycles, including rapid product drops, restocks, and limited‑run launches.
• Develop accurate forecasts for trend‑driven products with limited historical data by analyzing patterns, sales velocity, early‑signal indicators, and market trends.
• Lead inventory planning and replenishment strategies to support a DTC e‑commerce model where products often sell out quickly and ship within 24-48 hours.
• Translate brand direction, seasonal fluctuations, and promotion calendars into actionable demand plans, including cyclical and end‑of‑year peak periods.
• Continuously refine forecasting models using real‑time performance data to improve accuracy and reduce stockouts or excess inventory.
• Utilize planning and forecasting technologies to drive predictive analytics and data-informed decisions.
• Manage and mentor a team of planners and analysts, fostering analytical rigor and agility.
• Partner with cross-functional teams across merchandising, design, sourcing, logistics, finance, and e‑commerce to ensure operational alignment.
• Collaborate with international vendors across Asia to support production timelines and inventory availability.
• Monitor KPIs including sell-through, weeks of supply, inventory turns, aging inventory, and launch performance.
• Lead S&OP-style discussions to maintain alignment across departments in an extremely fast-moving environment.

Requirements for the Director of Supply Chain Planning:

• 5+ years of experience in supply chain planning, inventory management, or forecasting within a high‑velocity or trend‑driven consumer environment.
• Experience supporting frequent product launches and managing demand amid rapid shifts or sell-through spikes.
• Strong analytical skills with the ability to identify patterns, anticipate demand, and pivot strategies quickly.
• Background in apparel, lifestyle, fitness, or DTC e‑commerce highly preferred.
• Prior experience managing teams and driving cross-functional alignment.
• Advanced Excel and data analysis capabilities; experience with forecasting software.
• Comfortable working onsite in a collaborative, open office environment; hybrid flexibility available on a limited basis.
• Bachelor's degree in Supply Chain, Operations, Business, or related field.

Summary:

The Business Planning & Analytics Manager supports the VP and regional leadership in driving business performance across the Caribbean markets. This role serves as the strategic liaison between country General Managers, commercial teams, finance, and supply chain to improve forecasting accuracy, pipeline visibility, and decision-making through data-driven insights.

Business analytics uses data modeling and predictive insights to guide planning and decision-making.

Responsibilities:

Business Planning & Forecasting

• Lead monthly and quarterly demand forecasting and sales planning.
• Improve forecast accuracy through pipeline and historical trend analysis.
• Build financial and volume projections for regional planning.
• Support annual budgeting and long-range strategic planning.
• Develop financial models and support growth execution.

Pipeline & Performance Management

• Manage pipeline review cadence with GMs and commercial teams.
• Identify risks and opportunities across markets.
• Track KPIs: revenue, margin, backlog, inventory, sell-through.
• Develop KPI strategies and translate data into insights.

Regional Business Liaison

• Act as primary liaison between VP, country GMs, finance, and supply chain.
• Align regional priorities with corporate strategy.
• Support pricing strategy, promotions, and channel performance.
• Facilitate business reviews and executive presentations.
• Bridge data insights and strategic decisions.

Data & Analytics Leadership

• Develop dashboards and reporting tools (Power BI, Tableau, Excel).
• Build predictive models to support demand planning and inventory optimization.
• Automate reporting and improve data quality.
• Manage and ensure accuracy and delivery of performance insights.

Strategic Insights & Decision Support

• Provide actionable insights to improve market performance.
• Conduct market trend and competitive analysis.
• Support product mix optimization and profitability analysis.
• Support forecasting, planning, and strategic decisions.
• Conduct feasibility studies

Education, Qualifications & Experience:

• Bachelor’s in Business Analytics, Business Administration, Finance, Economics, or Engineering
• Master’s degree (MBA or Data Analytics) preferred

Experience:

• 3–5+ years in business analytics, planning, FP&A, or commercial strategy
• Experience supporting multi-country or LATAM markets
• Experience in manufacturing, HVAC, distribution, or industrial sectors preferred

Technical Skills

• Advanced Excel & financial modeling
• Power BI / Tableau / SQL
• CRM/ERP pipeline analysis (Salesforce & SAP preferred)
• Forecasting & demand planning
• AI-driven analytics & predictive modeling (preferred)

Leadership & Soft Skills

• Strong business acumen and strategic thinking
• Executive-level communication
• Ability to influence without authority
• Cross-cultural collaboration

Success Metrics (KPIs)

• Forecast accuracy improvement
• Inventory optimization & reduction
• Pipeline visibility & conversion rate
• Regional revenue & margin performance

Space Planning Manager (Higher Education Renovations) — Owner’s Representative

Position Summary

The Space Planning Manager will lead space planning and interior layout efforts for higher education renovation projects on behalf of the Owner. This role oversees the full lifecycle of space planning—from request intake and programming through test fits, stakeholder alignment, and implementation—ensuring solutions meet campus space standards, code/ADA requirements, occupancy constraints, and customer functional needs. The position serves as a primary liaison between university stakeholders and project delivery teams (A/E, GC, FF&E, AV/IT), translating requirements into compliant, buildable interior plans and supporting project execution through renovation and closeout

Space Planning Leadership (Higher Education Renovations)

• Serve as the primary point of contact for space-related project requests; manage intake, documentation, and tracking/logging of requests across stakeholders.
• Lead space programming efforts: conduct stakeholder interviews, document needs, develop adjacencies, and translate academic/administrative requirements into space plans.
• Produce and manage layout options; facilitate decision-making with end users and governance groups as needed.
• Ensure layouts align with applicable requirements (e.g., accessibility/ADA, fire/life safety constraints, and occupancy/capacity).
• Validate practical constraints during planning (e.g., equipment/furniture placement, room capacity targets, and constructible wall/layout concepts).
• Support space inventory integrity by coordinating updates to floor plans and space data after renovations, ensuring accuracy for institutional reporting and governance.

Production Planning Engineer

Shipbuilding

Chesapeake, VA (Onsite)

Full-Time

$90,000–$100,000 + Benefits

Why This Role Matters

We are supporting a well-established steel fabrication and manufacturing operation delivering complex work in a high-throughput industrial environment. This role sits at the center of production execution, aligning schedules, materials, labor, and equipment to ensure efficient, predictable fabrication output.

The Production Planning Engineer provides real-time visibility into production status, capacity, and work-in-progress, partnering closely with manufacturing, engineering, materials, quality, and purchasing teams to keep operations moving.

Key Responsibilities

• Develop, issue, and maintain detailed production schedules for fabrication and manufacturing
• Adjust plans to account for changing priorities, material availability, and shop constraints
• Coordinate material flow and readiness to support production execution
• Align labor and equipment resources with production demands and capacity
• Translate engineering drawings and specifications into executable shop plans
• Monitor work-in-progress, schedule adherence, and production status
• Identify bottlenecks, risks, and inefficiencies; recommend corrective actions
• Support shop floor execution with accurate, actionable planning data
• Prepare and manage production work orders and planning documentation
• Coordinate internal purchase requests as required

What They’re Looking For

• Bachelor’s degree in Engineering (Industrial, Mechanical, Manufacturing, or related) or equivalent experience
• 5+ years supporting production planning in a fabrication or manufacturing environment
• Strong understanding of manufacturing processes, BOMs, shop controls, and costing
• Experience working with materials, logistics, purchasing, and production teams
• Proficiency with Excel and standard Microsoft Office tools, CAD experience (AutoCAD or similar)
• Heavy manufacturing, steel fabrication, construction, or shipyard environment

Submit resume to or apply online.

About Us:

Loloi Rugs is a leading textile brand that designs and crafts rugs, pillows, and throws for the thoughtfully layered home. Family-owned and led since 2004, Loloi is growing more quickly than ever. To date, we’ve expanded our diverse team to hundreds of employees, invested in multiple distribution facilities, introduced thousands of products, and earned the respect and business of retailers and designers worldwide. A testament to our products and our team, Loloi has earned the ARTS Award for “Best Rug Manufacturer” in 2010, 2011, 2015, 2016, 2018, 2023, and 2025.

Security Advisory: Beware of Frauds

Protect yourself from potential fraud and verify the authenticity of any job offer you receive from Loloi. Rest assured that we never request payment or demand any sensitive personal information, such as bank details or social security numbers, at any stage of the recruiting process. To ensure genuine communication, our recruiters will solely reach out to applicants using an @ email address. Your security is of paramount importance to us at Loloi, and we are committed to maintaining a safe and trustworthy hiring experience for all candidates.

Loloi Rugs is seeking a full-time Planning & Inventory Coordinator. In this position, you’ll be responsible for supporting the planning and inventory team which manages thousands of SKUs in total. The ideal candidate pays close attention to accuracy, is familiar with data entry, and is a strong communicator.

This position reports to our Director, Planning and Inventory Management, and at times works directly with leadership. This role is based in our Dallas, TX headquarters and is onsite 5 days a week. If you’re someone who enjoys the challenge of maintaining optimal inventory levels and timing within a fast-growing company, this is an ideal position for you.

Responsibilities

• Manages purchase order entries
• Communicates with manufacturers and cross functional teams on packaging details
• Partners with Inventory planners to update timing in our enterprise system
• Oversee purchase orders with our manufacturers and understand timing.
• Prepare inventory reports in Excel to be review by Inventory Planners and Director of Planning

Experience, Skills, & Ability Requirements

• Bachelor’s degree in Retail Management, Business Administration, or similar degree.
• 0-1 years of experience in data entry, or similar experience.
• Enjoys a team environment and collaborates cross-functionally.
• Detail-oriented and excels at multitasking.
• Tenacious drive and a positive can-do spirit.
• Proficient in Microsoft Office, including Excel.
• Naturally analytical and data-driven.

What We Offer

• Health, dental, and vision benefits
• Paid parental leave
• 401(k) with employer match
• A culture of meritocracy that fosters ongoing growth opportunities
• A stable, growing family-owned company that looks after its employees

Loloi Rugs does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits. We seek a diverse pool of applicants and consider all qualified candidates regardless of race, ancestry, color, gender identity or expression, sexual orientation, religion, national origin, citizenship, disability, Veteran status, marital status, or any other protected status. If you have a special need or disability that requires accommodation, please let us know.

Our client is seeking an Inventory Planning Supervisor. This role will oversee procurement and supply chain for parts and accessories in LATAM/Caribbean, ensures stock availability and supplier performance, collaborates with internal teams, and reports on key supply metrics.

Title: Inventory Planning Supervisor

Industry: Automotive Parts Distribution

Type: Full-Time, Direct Hire

Location: Miami, FL

Pay: $73-76K/(DOE)

Key Responsibilities :

• Manage procurement of parts and accessories for LATAM and Caribbean regions.
• Execute SCM tasks following standard procedures and resolve issues with other departments.
• Collaborate with internal teams to ensure timely, high-quality customer service.
• Prepare and present regular performance reports; track key metrics and suggest improvements.
• Monitor supplier performance and implement strategies to meet departmental KPIs.
• Maintain adequate stock levels, anticipate shortages, and ensure supplier compliance with policies.

Qualifications

• Bachelor’s degree in supply chain, business, or related field, or equivalent experience.
• 5+ years in operations, procurement, supply chain, or logistics; LATAM/Caribbean experience a plus.
• Basic knowledge of import process and application of harmonized codes.
• Strong customer service, communication, and presentation skills (English/Spanish bilingual preferred).
• Proficient in MS Office; knowledge of import processes and harmonized codes.
• Strong analytical, decision-making, and time management skills.
• Able to work independently, collaborate in teams, manage projects, and travel internationally.

**Please submit your application with a 1-2 page resume. Only qualified candidates will be contacted**

About GenNext Learning Center

GenNext Learning Center provides high-quality academic and college preparatory support to students from Kindergarten through Grade 12. Our mission is to help students excel academically, build strong foundations in core subjects, and achieve their long-term academic and career goals. Through personalized instruction, test preparation, and admissions planning, we support students in gaining admission to colleges and universities that best match their aspirations and potential.

Position Overview

The College Admission Prep Planning Counselor plays a key role in guiding high school students and their families through the U.S. college admissions process. This position focuses on academic planning, college selection, application strategy, essay development, standardized testing guidance, and financial aid advising. The ideal candidate brings deep admissions expertise, strong mentorship skills, and a student-centered approach.

Key Responsibilities

• Advise students on building competitive college applications, including college selection, application strategies (Early Action, Early Decision, Regular Decision), and completion of Common App, Coalition, UC, and other platforms
• Guide students in selecting high school coursework aligned with college admission requirements and academic strengths
• Coach students on brainstorming, drafting, and refining personal statements, supplemental essays, and extracurricular résumés
• Provide guidance on SAT/ACT preparation strategies, testing timelines, and test-optional policies
• Support families in navigating FAFSA, CSS Profile, and scholarship application processes
• Deliver group workshops on college preparation topics such as application timelines, essay writing, interview skills, and financial aid
• Track student progress and maintain detailed records using college counseling platforms such as Naviance or Scoir
• Collaborate with parents, school counselors, and teachers to ensure consistent student support
• Stay informed on admissions trends, policy updates, and changes in higher education

Required Qualifications

• Master’s degree required in Counseling, Education, or a related field
• 10 or more years of experience in college counseling, admissions, or education
• Strong understanding of U.S. college admissions processes, including application development and essay coaching
• Familiarity with admissions requirements for Texas universities and Ivy League institutions
• Excellent communication, interpersonal, and organizational skills
• Experience with Common App, FAFSA, and Google Workspace

Preferred Qualifications

• Experience working in a U.S. high school or college admissions office
• Professional certification (NACAC, HECA, IECA, or similar)
• Experience supporting underrepresented or first-generation college-bound students
• Doctoral degree in Counseling, Education, or a closely related field

Schedule and Location

• Part-time role, weekends only
• Hybrid work environment
• Ability to commute to McKinney, TX 75071 required
• Relocation to McKinney, TX preferred prior to start date

Additional Job Application Terms

This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.

We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.