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Sr Financial Planner Jobs in Reno, NV (NOW HIRING)

Senior Financial Analyst Time Type: Full Time POSITION SUMMARY The Senior Financial Analyst ... A minimum of 5 years of accounting, FP&A or finance experience is required For this position, the ...

Sr. Financial Analyst

Sparks, NV · On-site

$87K - $108K/yr

Responsibilities Sr. Financial Analyst (by clicking this link you are being referred to an external ... Knowledge of SAP (S/4), Oracle, or another fully integrated ERP systems * Must have working-level ...

Senior Financial Analyst - R&D

Reno, NV · On-site

$85K - $106K/yr

As a Senior Financial Analyst at Ridgeline, you'll serve as the trusted finance business partner ... Lead R&D budgeting, forecasting, annual planning, and long-range planning across headcount ...

Senior Wealth Advisor

Reno, NV · On-site

$150K - $350K/yr

The senior wealth advisor position at Mariner will lead a wealth management team to create ... Bachelor's degree required * 10+ years' experience working in a financial planning, accounting ...

... Sr Coordinators and Coordinators daily * Negotiates with carriers daily and makes decisions on ... Creates, analyzes and presents financial and service reports to clients on a weekly, monthly and ...

Transportation Planner

Sparks, NV · On-site

$19.37 - $35.76/hr

... Sr Coordinators and Coordinators daily * Negotiates with carriers daily and makes decisions on ... Creates, analyzes and presents financial and service reports to clients on a weekly, monthly and ...

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Sr Financial Planner information

See Reno, NV salary details

$50.4K

$96.4K

$139.1K

How much do sr financial planner jobs pay per year?

As of Aug 27, 2026, the average yearly pay for sr financial planner in Reno, NV is $96,397.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,800.00 and $101,700.00 per year, depending on experience, location, and employer.

What is a Sr Financial Planner?

A Sr Financial Planner is an experienced professional who helps individuals and organizations manage their finances by creating comprehensive financial plans. They analyze clients' financial situations, set goals, and recommend investment, tax, estate, and retirement strategies. Senior Financial Planners often have advanced certifications, such as CFP (Certified Financial Planner), and many years of experience in the finance industry. Their role requires strong analytical, communication, and interpersonal skills to build long-term client relationships and provide tailored advice.

What are the key skills and qualifications needed to thrive as a Sr Financial Planner?

To thrive as a Sr Financial Planner, you need deep expertise in financial analysis, investment strategies, and retirement planning, typically with a bachelor's degree in finance or related field and certifications like CFP or CFA. Familiarity with financial planning software, tax preparation tools, and portfolio management systems is crucial. Strong interpersonal skills, active listening, and clear communication help build trust with clients and tailor financial solutions to their needs. These skills and qualities ensure accurate, ethical advice and long-term client satisfaction in a highly competitive industry.

How does a Sr Financial Planner typically collaborate with other departments within a financial services firm?

As a Sr Financial Planner, you will frequently work with other departments such as investment management, tax advisory, and legal teams. Collaboration often involves coordinating on client strategies, ensuring comprehensive financial plans, and sharing insights or updates on regulatory changes. Effective communication and teamwork are essential, as you’ll need to integrate diverse expertise to deliver holistic advice that addresses all aspects of a client's financial life. This cross-functional collaboration not only benefits clients but also fosters your professional growth by broadening your exposure to different financial disciplines.

What is the difference between Sr Financial Planner vs Financial Advisor?

AspectSr Financial PlannerFinancial Advisor
CertificationsCFP, CFA, or CPACFP, ChFC, or similar
Work EnvironmentSenior roles in financial planning firms or departmentsIndependent or firm-based client consultations
Employer & IndustryFinancial planning firms, banks, or wealth managementFinancial services across various sectors
Search & ComparisonOften compared for experience and seniorityCommonly compared for client services and advice scope

The main difference between a Sr Financial Planner and a Financial Advisor lies in experience, scope, and seniority. Sr Financial Planners typically have more advanced certifications and handle complex financial strategies, often in senior roles within firms. Financial Advisors may have similar certifications but generally focus on providing basic to intermediate financial advice to clients. Both roles are integral to financial services, but the seniority and expertise level distinguish the Sr Financial Planner from a standard Financial Advisor.

What cities near Reno, NV are hiring for Sr Financial Planner jobs?

Cities near Reno, NV with the most Sr Financial Planner job openings:

Senior Financial Analyst

Carson City, NV • On-site

$80 - $110/hr

Other

Posted 9 days ago


Job description

At DSV, our purpose is to keep customers’ supply chains flowing and enable the business of our customers by ensuring reliable and efficient transport and logistics services through storage and transport of goods by air, sea and road. Our vision is to create long-term, sustainable growth and value for our customers, employees, shareholders and society.

Close to 150,000 employees in over 90 countries work diligently to deliver great customer experiences and high-quality services.

As a global leader, our commitment to sustainable business practices is a central element of our overall business strategy.

Visitdsv.com and follow us onLinkedInandFacebook.

Location: USA - VIRTUAL - US Nevada

Division:Solutions
Job Posting Title: Senior Financial Analyst
Time Type: Full Time

POSITION SUMMARY

The Senior Financial Analyst provides support to the local management team that may include, but is not limited to financial reporting and control, income management, debt management, submitting invoices for payment for Accounts Payable and accurately billing clients for services rendered.

As part of the DSV team, Associates are expected to meet company objectives in the areas of performance, safety, and quality. Associates are expected to comply with all corporate and site-specific policies.

ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Play a significant role in the accurate and timely preparation of internal financial reporting and analysis. Analyzes records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses
  • Reporting of actual results and analysis vs. plan
  • Assist operations regarding cost budgets, quarterly forecasts and other financial planning activities
  • Publish periodic financial reports, including but not limited to: accounts payable, freight and consumable metrics, to provide department owners and leadership visibility to financial results
  • Perform analytical reviews of financial information to identify trends/opportunities. Recommend improvements to drive cost efficiencies in balance with operational needs and capabilities
  • Produce cost quotes, strategic business cases, risk assessment and other ad-hoc analysis in support of the business
  • Participate in special projects as required, including process improvement and financial tools development and implementation
  • Management of financial process improvements, Key Performance Indicators and tracking of strategic initiatives
  • Support of various internal and external financial and system audits
  • Plan, organize and manage own workload to ensure your contribution to the company's monthly financial reporting process is achieved in a timely and accurate manner
  • Ensure swift payment of invoices
  • Collect and confirm accuracy of all charges and expenses for a file to be billed
  • Manage Accounts Payable process: coordinate purchasing and tracking of vendor invoices through the system and associated revenue accruals
  • Financial: Month-end close responsibilities: journal entries, corporate submissions, expense management, budgetary support for cost centers and ad hoc analysis.
  • Prepare month-end journal entries – focused on cost accruals
  • Complete the monthly Client Profitability Model
  • Order and maintain inventory of office supplies
  • Attend meetings as required, documentation & distribution of meeting minutes, etc.
  • Handle sensitive and confidential information in a professional, mature, discreet and secure manner
  • Create and disseminate various communications & reports
  • Creates or Assists with the design and development of presentations
  • Effectively communicate with employees, customers, suppliers & others on behalf of site management
  • Scheduling and meeting with vendors to ensure competitive pricing is maintained
  • Work with Operations team to develop Budgets and Forecast for Financial performance
SKILLS & ABILITIESEducation & Experience:
  • A Bachelor's degree is required, preferably within the area of Accounting or Finance
  • A minimum of 5 years of accounting, FP&A or finance experience is required

For this position, the expected base pay range is $80,000.00 – $110,000.00 Annual. Actual compensation will be determined based on job-related factors such as relevant experience, skills, education, certifications, and geographic location, in accordance with applicable laws and company policy.

Information regarding DSV’s benefits offerings, including eligibility, coverage options, and plan details, is available through theDSV Benefits Showcase. Benefits, programs, and eligibility may vary by location and division in accordance with applicable state and local laws.

DSV is an equal employment opportunity employer. Candidates are considered for employment without regard to race, creed, color, national origin, age, sex, religion, ancestry, disability, veteran status, marital status, gender identity, sexual orientation, national origin, or any other characteristic protected by applicable federal, state or local law. If you require special assistance or accommodation while seeking employment with DSV, please contact Human Resources at hr@us.dsv.com . If you are interested in learning the status of your application, please note you will be contacted directly by the appropriate human resources contact person if you are selected for further consideration. DSV reserves the right to defer or close a vacancy at any time.

DSV – Global transport and logistics

Working at DSV means playing in a different league.

As a global leader in transport and logistics, we have been on an extraordinary journey of growth. Let’s grow together as we continue to innovate, digitalise and build on our achievements.

With close to 150,000 colleagues in over 90 countries, we work every day to offer solid services and meet our customers’ needs and help them achieve their goals. We know that the best way to achieve this is by bringing in new talent, fresh perspectives and ambitious individuals like you.

At DSV, performance is in our DNA. We don’t just work – we aim to shape the future of logistics. This ambition fuels a dynamic environment built on collaboration with world-class team players, accountability and action. We value inclusivity, embrace different cultures and respect the dignity and rights of every individual. If you want to make an impact, be trusted by customers and grow your career in a forward-thinking company – this is the place to be.

Start here. Go anywhere

Visit dsv.com and follow us on LinkedIn and Facebook.

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