Estate Planning Director jobs in Montana

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 of Financial Planning and Analysis
  • Pathlabs
  • Missoula, MT FULL_TIME
  • Pathlabs is seeking a Director of FP&A to lead and develop the newly added Financial Planning and Analysis function. This position is a vital player-coach role, providing strategic financial insights, supporting decision-making processes, and helping the company achieve its financial goals. Reporting to the CFO, this role will build out best practices for evaluating financial results compared to plans or forecasts, provide analytical support for growth opportunities, champion optimal resource allocation, and use data to drive decisions. This includes participation and analytical support on cross-functional business teams and collaboration with management and various department heads to provide insights and recommendations that optimize financial performance and support the achievement of business objectives. 

    Responsibilities

    • Strategic Planning: Collaborate closely with the CFO to steer company finances, ensuring budget alignment and performance optimization aligned with the company’s growth objectives.
    • Budgeting and Forecasting: Manage the annual budgeting process and regular forecasting updates, ensuring they reflect business priorities and operational realities.
    • Financial Analysis: Conduct deep financial analysis to identify trends, risks, and opportunities. Provide actionable insights to senior management to inform decision-making.
    • Performance Monitoring: Develop and maintain financial models to monitor company performance against strategic goals. Highlight variances and recommend corrective actions.
    • Reporting: Deliver accurate and timely financial reports to senior management and stakeholders, including variance analysis and commentary on financial performance.
    • FP&A Tools and Process: Establish and define the FP&A processes and tools to improve financial visibility, accuracy, and efficiency.
    • Cross-functional Collaboration: Work closely with department heads and teams across the company to gather inputs for financial models and forecasts. Provide expert FP&A support across cross-functional teams and projects.
    • Networking: Expand relationships within your professional community and our industry to grow and enhance your network.
    • Other duties as need to evolve the position. 

    Qualifications

    • Self-starter with a drive for excellence, the ability to build strong working relationships, and partner with leaders across the company to drive outcomes together. 
    • Excellent planning and analysis skills with the ability to analyze situations, apply proven problem-solving techniques, think strategically, and make sound decisions/recommendations that align with the company’s overall goals. 
    • Experience in a fast-paced growing company and/or demonstrated effectiveness in a small company/location where the role includes both strategic and hands-on responsibilities.
    • Proficient in utilizing FP&A tools and software with demonstrated experience in successfully integrating and utilizing such tools for effective financial planning and analysis. 
    • Excellent verbal and written communication skills, strong analytical and problem-solving skills, and exceptional interpersonal, organizational, and project management skills.
    • Track record of working seamlessly with accounting and co-development of optimal processes. 
    • A service-oriented individual that continually challenges the status quo and focuses on continuous improvement.
    • Ability to handle multiple assignments and deadlines in a dynamic and changing environment.
    • Ability to lead, work independently, and work in a team environment.
    • Creative - ability to recommend new processes, new data management/analysis methods, etc.
    • Alignment with Pathlabs’ Core Values:
      • Unforgettable Service 
      • People First 
      • Own It 
      • Master the craft 

    Education and Experience

    • Bachelor's Degree in Accounting, Finance, or a business-related field.
    • 7 years of financial planning & analysis, finance or accounting experience. 
    • Digital Advertising or media industry experience is a plus.
     

    About Pathlabs 

    Pathlabs is an end-to-end digital media partner built for agencies. We handle all aspects of our clients’ digital media campaigns, so they can focus on growing their business.

    Pathlabs is an extension of an agency’s team, combining the best of both worlds between in-house teams and media vendors. In a product-obsessed world, we double down on service-based solutions. We focus on planning, executing, optimizing, and reporting of performance-based paid advertising campaigns - providing our clients a single point of entry into the world of digital media. 

    Commitment to Inclusivity 

    Pathlabs recognizes and values the impact that diversity in background, experiences, culture, and identity brings to our company. Pathlabs is an equal opportunity employer and does not discriminate on the basis of race, creed, color, sex, national origin, marital status, sexual orientation, religious or political affiliation, gender identity, disability, and any other classification, rather we celebrate these differences. We encourage people of color, members of the LGBTQ community, and gender diverse people to apply and we prioritize creating a safe and inclusive workplace for all individuals. 

    Benefits:

    • Unlimited Paid Time Off & 13 paid holidays annually
    • Health, Dental, Vision and Life Benefits with generous company contribution 
    • HSA contribution match 
    • 401k with 4% company match
    • Hybrid workplace with in office, flexible and remote options
    • Dog friendly offices
    • Employee Assistance Program with up to 8 free counseling sessions
    • Paid parental leave
    • Weekly virtual yoga
  • 23 Days Ago

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Executive Director, Research, Assessment, Planning, and Compliance
  • Flathead Valley Community College
  • Kalispell, MT FULL_TIME
  • JOB TITLE: Executive Director of Research, Assessment, Planning, and Compliance DEPARTMENT: President PAY RANGE: $90,000 - $110,000 depending on education and experience, 12 mos. per year, benefit-eli...
  • 18 Days Ago

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Real Estate Broker
  • Windermere Real Estate
  • Kalispell, MT FULL_TIME
  • At Windermere Real Estate, we believe in more than just a job. It's a true calling. We are dedicated to going above and beyond for our clients and communities because we genuinely care. With every int...
  • 19 Days Ago

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Real Estate Agent
  • Beckman's Real Estate Team
  • Kalispell, MT FULL_TIME
  • Summary At Beckman's Real Estate Team, we are on the lookout for agents with a deep-seated ambition and a commitment to realizing their utmost potential. For those who are at a crossroads, seeking a s...
  • 19 Days Ago

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Real Estate Salesperson
  • Windermere Real Estate
  • Whitefish, MT FULL_TIME
  • Join the Windermere Real Estate team and embark on an incredible journey as a Real Estate Salesperson. At Windermere, we believe in more than just a job - we believe in a true calling. We are dedicate...
  • 19 Days Ago

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Real Estate Sales Specialist
  • Bannack Real Estate Group
  • Missoula, MT FULL_TIME
  • Bannack Real Estate is a dynamic and growing real estate brokerage that is currently seeking highly motivated and sales-minded individuals to join our team as Real Estate Salespeople in Missoula, MT. ...
  • 24 Days Ago

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Director Demand Planning
  • Anastasia Beverly Hills
  • Beverly Hills, CA
  • The Demand Planning Director is responsible for maintaining 18 month rolling forecast by SKU for Domestic, International...
  • 3/29/2024 12:00:00 AM

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Director Demand Planning
  • Anastasia Beverly Hills
  • Los Angeles, CA
  • The Demand Planning Director is responsible for maintaining 18 month rolling forecast by SKU for Domestic, International...
  • 3/29/2024 12:00:00 AM

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Director of Planning
  • City of Cambridge
  • Cambridge, MD
  • Job Description Job Description POSITION DESCRIPTION The Director of Planning works under the direct supervision and rec...
  • 3/28/2024 12:00:00 AM

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Director of Planning and Analysis
  • Sunsweet Growers
  • Yuba City, CA
  • This role reports to Chief Financial Officer with a strong dotted line to the Vice President of Manufacturing. The succe...
  • 3/28/2024 12:00:00 AM

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Director of Planned Giving
  • Saint Peter's University
  • Jersey City, NJ
  • Job Title Director of Planned Giving Campus Jersey City Campus Department Advancement Full Time, Part Time, Adjunct Full...
  • 3/28/2024 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 ...
  • 3/27/2024 12:00:00 AM

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Family Planning Director
  • Careerbuilder
  • Davis, CA
  • Family Planning Director Position Overview: The salary range for this position is $335,000-$400,000. This position inclu...
  • 3/26/2024 12:00:00 AM

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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...
  • 3/25/2024 12:00:00 AM

Montana (/mɒnˈtænə/ (listen)) is a landlocked state in the Northwestern United States. Montana has several nicknames, although none are official, including "Big Sky Country" and "The Treasure State", and slogans that include "Land of the Shining Mountains" and more recently "The Last Best Place". Montana is the 4th largest in area, the 8th least populous, and the 3rd least densely populated of the 50 U.S. states. The western half of Montana contains numerous mountain ranges. Smaller island ranges are found throughout the state. In all, 77 named ranges are part of the Rocky Mountains. The easte...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$118,306 to $175,952

Estate Planning Director in Fort Smith, AR
The estate planning attorneys at Hanis Irvine Prothero can provide a full range of legal and financial tools for your estate planning requirements.
January 05, 2020
Estate Planning Director in Santa Barbara, CA
Estate Planning is more than just having a will, it is about planning for a good end of life.
January 31, 2020
Estate Planning Director in Newark, NJ
And on top of property-related considerations are other important estate-planning components, regardless of marital or parental status.
February 13, 2020