Financial Planning Analyst

💰 $5,120 - $8,192 (Est.) 📍 Virginia Beach

Job Description

Full job description
Join Our Mission-Driven Team: Financial Planning Analyst
Location: Virginia Beach, VA
Organization: Westminster-Canterbury on Chesapeake Bay
Department: Finance
Job Type: Full-time | On-site

Westminster-Canterbury on Chesapeake Bay is a nationally recognized Life Plan Community with a heart for service and a vision for excellence. We are seeking a Financial Planning Analyst who is passionate about turning data into insights that drive smart, strategic decisions — someone who thrives in a mission-focused, people-centered environment.

Why You’ll Love Working With Us:
Purposeful Work: Support the financial health of a nonprofit community dedicated to enriching the lives of older adults.

Collaborative Culture: Work alongside a team that values integrity, innovation, and compassion.

Career Growth: Enjoy access to professional development opportunities and the chance to shape financial strategy.

Stunning Location: Our beautiful campus on the Chesapeake Bay provides an inspiring setting for your career.

What You’ll Do:
Develop and manage financial forecasting, planning, and budgeting models

Analyze trends, monitor financial performance, and create actionable recommendations

Partner with cross-functional teams to support capital projects and long-term planning

Present financial reports to leadership with clarity and insight

✔️ What We’re Looking For:
Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA required)

3+ years of experience in financial analysis, preferably in healthcare or nonprofit sectors

Strong Excel and data modeling skills; experience with ERP and financial software a plus

Clear communicator with sharp analytical and problem-solving abilities

✅ Ready to Make a Difference?
Join us in building a financially strong future for a community that cares.
Apply now and become part of something greater than yourself.

Learn more and apply at www.wcbay.com/careers/


This position summary describes the general nature and level of work to be performed; it is not an exhaustive list of all responsibilities, duties or qualifications required for the position. WCCB reserves the right to modify this position summary at any time, including to accommodate individuals with disabilities. We are an equal opportunity employer, committed to the hiring, advancement and fair treatment of individuals without regard to race, religion, sex, ****** preference, age, national origin, ethnicity, disability or veteran status, or any other protected status designated by federal, state or local law.

Compensation: $64,979.20 to $79,601.60 USD

Equal Employment Opportunity Statement:
We are an equal opportunity employer and are committed to creating an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, ****** orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic as outlined by applicable laws. At-Will Employment Statement
Employment with our organization is “at-will,” meaning that either the employee or the employer may terminate the employment relationship at any time, with or without notice, and for any reason not prohibited by law.

Experience
Required
2 year(s): Professional experience as an accountant, auditor, or analyst that included participation in the design of financial accounting systems and audit preparation.
Education
Preferred
Bachelor or better in Finance or related field
Bachelor or better in Business Administration or related field
Licenses & Certifications
Preferred
Certified Public Acct
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

💡 Quick Summary

Seeking a career-building opportunity? The Financial Planning Analyst position is now open for candidates interested in the Accountant Jobs sector. This role in Virginia Beach offers a professional environment and growth potential.

Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.

Sponsored

Job Details

Company Name: Westminster-Canterbury on Chesapeake Bay

Frequently Asked Questions

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The expected salary for Financial Planning Analyst in Virginia Beach is $5,120 - $8,192 (Est.) per month. Actual compensation may vary based on experience and negotiation.
No, Financial Planning Analyst is an on-site position based in Virginia Beach. Candidates must be able to commute or relocate to this location.
Basic communication skills, a proactive attitude, and the ability to work in a team are required for Financial Planning Analyst. Previous experience in Accountant Jobs is a plus. Freshers may also apply depending on the employer's requirements.
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