Mayo Clinic

Staff Financial Planner

Mayo Clinic

Rochester, MN, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We are seeking an experienced and dedicated Staff Financial Planner to join the team at Mayo Clinic. In this role, you will play an integral part in developing and executing financial plans for various departments. The ideal candidate will have a Bachelor’s degree in Accounting, Finance, or a related field and a minimum of three years of professional experience in financial planning. This position requires strong problem-solving and analytical skills, as well as excellent communication and interpersonal abilities. If you are passionate about making a difference in the lives of those we serve, we invite you to apply for this opportunity.

Responsibilities of a Staff Financial Planner: • Develop and execute financial plans for various departments. • Analyze data to identify financial trends and areas for improvement. • Monitor budget implementation and provide guidance as needed. • Prepare financial reports and presentations to management. • Analyze financial statements and other financial documents to assess the financial health of the organization. • Develop and maintain financial models to forecast future results. • Perform cost-benefit analysis to support decision-making. • Assist with cost control measures and strategies to maximize efficiency. • Prepare and present financial plans to senior management. • Collaborate with other departments to ensure accuracy and completeness of financial data. • Stay up to date with industry changes and developments.

Where is this job?
This job is located at Rochester, MN, USA
Job Qualifications
  • Excellent Problem Solving And Analytical Skills

  • Bachelor's Degree In Finance

  • Accounting

  • Financial Planning Experience

  • Certified Financial Planner (Cfp) Certification

  • Business Or Related Field

  • Advanced Knowledge Of Financial Planning Principles

  • Proficiency In Microsoft Excel

  • Ability To Effectively Communicate Financial Planning Information To Clients

  • Demonstrated Customer Service Excellence

Required Skills
  • Budgeting

  • Risk Management

  • Consulting

  • Planning

  • Forecasting

  • Financial Modeling

  • Regulatory compliance

  • Client Relations

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Negotiating

  • Analyzing

  • Taxation

  • Investment Portfolio

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • self-motivation

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Staff Financial Planner in Rochester, MN, USA is typically between $50,000 to $75,000 per year. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. With more experience and higher levels of education, the potential for higher pay increases.

Additional Information
Mayo Clinic is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedOctober 19th, 2023
Apply BeforeApril 11th, 2026
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

About Mayo Clinic

The Mayo Clinic is an American not-for-profit organization academic medical center based in Rochester, Minnesota, focused on integrated clinical practice, education, and research. It employs over 4,500 physicians and scientists, along with another 58,400 administrative and allied health staff.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started