Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Planning Specialist

$65k - $90k

Jobot

Financial Planning Specialist Needed in North Dallas. Hybrid work format. Salary: $65,000 - $90,000 per year. Responsibilities Develop comprehensive financial plans and strategies to support the company's business objectives. Conduct detailed cash flow projections to anticipate revenue trends and inform budgeting decisions. Prepare the annual budget, including forecasting income and expenditure, and present it to the management team. Monitor and manage the budget throughout the year, identifying variances and adjusting plans as necessary. Assist with the biannual business plans. Qualifications Bachelor's degree in Finance, Accounting, or a related field. Minimum of 1 year of experience in accounting, financial planning, analysis, or a related role. Public Accounting experience is a plus. Proficient in spreadsheets, databases, MS Office, and financial software applications. Exceptional analytical and problem‑solving skills with keen attention to detail. Benefits Medical, dental, and vision coverage. Discounts on mortgages and home appliances. 401(k) plan with match. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws regarding unemployment status in hiring decisions. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Planning Specialist in Plano, TX vacancy
  •  ...Financial Planning Specialist K. Hovnanian is celebrating over 65 years of quality and leadership in the home building and community development industry. Do you want to play a large role in those every day decisions that help build dream homes? It's the homes where... 
    Suggested

    Hovnanian Enterprises , Inc.

    Plano, TX
    4 days ago
  •  ...medical/dental/vision coverage discounts on mortgages and home appliances 401(k) plan with match Job Details We are seeking a Financial Planning Specialist to join our dynamic team. The successful candidate will be responsible for developing and implementing... 
    Suggested
    Local area

    Jobot

    Plano, TX
    1 day ago
  •  ...K. Hovnanian Companies, LLC is a leading home builder in the U.S., and we are looking for a Financial Planning Specialist. Responsibilities Run monthly proformas to project future profitability and cash flow needs. Update monthly, quarterly and year‑to‑date schedules with... 
    Suggested

    RPMGlobal

    Plano, TX
    15 hours ago
  • LeoForce is seeking a Financial Planning Specialist to enhance our financial strategies and operations. The ideal candidate will develop and implement financial plans, manage budgets, and conduct crucial cash flow projections. This role is vital for our team's efficiency... 
    Suggested

    LeoForce

    Plano, TX
    1 day ago
  • Leads or supports accounting operations, ensures accurate financial reporting, and supports compliance and strategic planning. Manages or supports budgeting processes, analyzes resource allocation, and supports financial planning and reporting. Duties and Responsibilities... 
    Suggested

    ARKRAY USA

    Plano, TX
    2 days ago
  • $65k - $90k

    Jobot is looking for a Financial Planning Specialist in North Dallas. This role offers a hybrid work format and a salary range of $65,000 to $90,000 per year. The candidate will develop financial plans to support business objectives, conduct cash flow projections, and prepare... 

    Jobot

    Plano, TX
    2 days ago
  •  ...Focused. Highland Homes is currently accepting resumes for a Senior Financial Analyst . The Senior Financial Analyst is a highly visible...  ...Experience with Oracle, SmartView, Brix, or similar financial planning and reporting tools. Exposure to treasury or cash management... 
    Casual work
    Work at office

    2021 HH Branding

    Plano, TX
    3 days ago
  •  ...of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for... 

    ViziRecruiter

    Plano, TX
    4 days ago
  • $46k

     ...Details Posting Number S06392P Position Title Student Financial Aid Officer III Functional Title Department Office of...  ...ability to improve performance by doing new things; ability to plan, coordinate, schedule, direct and monitor tasks, activities and... 
    Full time
    Temporary work
    Remote work
    Flexible hours
    Weekend work
    Afternoon shift

    University of Texas at Dallas

    Richardson, TX
    1 day ago
  •  ...stores), focusing on driving performance, compliance with brand standards, and identifying opportunities for continuous... The Financial Planning Manager for Pizza Hut Asia has responsibility for all the core elements of financial planning and reporting including the... 
    Local area
    Relocation

    Yum!

    Plano, TX
    3 days ago
  •  ...70 countries with more than 52,000 colleagues worldwide. As a Financial Analyst, you will act as a key business partner supporting the...  ...sales forecasting, quarterly outlooks, and the annual financial planning process Create dashboards and reporting for Accounts... 
    Local area
    Remote work
    Worldwide

    Vingcard

    Plano, TX
    1 day ago
  •  ...About the role The Senior Financial Analyst will be responsible for the more complex activities associated with maintaining general ledger...  ...include financial reporting, account analysis, planning, and forecasting. This position requires a strong accounting and... 
    Work at office
    Worldwide

    Computacenter AG & Co. oHG

    Plano, TX
    3 days ago
  •  ...CAVA is seeking a Financial Analyst to support financial planning, analysis, and decision-making across our growing restaurant portfolio. This role is ideal for an analyst with 1–3 years of experience who is excited to deepen their FP&A skillset in a fast-paced, operationally... 
    Casual work
    Work at office
    Local area

    CAVA

    Plano, TX
    15 hours ago
  •  ...skilled and detail‑oriented finance professional to support key financial operations, including retail OpEx reporting, budget requests,...  ...and maintain OpEx expense forecasts to support financial planning and validate expense data. Provide ad‑hoc financial analysis and... 
    Contract work

    Talascend

    Plano, TX
    3 days ago
  •  ...are seeking a highly analytical and business-oriented Senior Financial Analyst to support a dynamic professional services organization...  ...authorization. Key Responsibilities Lead financial planning, forecasting, and budgeting activities across multiple business... 
    Relocation
    Work visa
    Relocation package
    Flexible hours

    Lewis & Ellis

    Plano, TX
    3 days ago
  •  ...Legent Health is looking for Financial Analyst. We are the healthcare provider that makes healthcare affordable and accessible to all...  ...Financial Analyst is responsible for the financial analysis, planning, forecasting, and reporting needs of the assigned business unit... 

    Physicians Surgical Network Affiliates

    Plano, TX
    1 day ago
  •  ...Strategic Finance Analyst As a Strategic Finance Analyst, you will play a pivotal role in driving financial planning, analysis, and strategic decision making across the organization. Working closely with senior leadership, you will provide valuable insights and recommendations... 
    Work at office
    2 days per week
    1 day per week

    Enhabit Home Health & Hospice

    Plano, TX
    15 days ago
  •  ...performance vs. budget and prior year, budget, etc.), preparation of financial data/analyses for the business leaders who rely on and benefit...  ...project managers and lab leaders Perform analysis, financial planning, financial advice and provide recommendations to senior... 
    Work experience placement

    Integrated Resources Inc.

    Plano, TX
    15 hours ago
  • MarshBerry is seeking a Senior Consultant in Financial Consulting to manage financial and organic growth consulting engagements. The role involves collaborating closely with clients to understand business goals, executing client projects, and maintaining strong relationships... 
    Work at office
    Remote work

    MarshBerry

    Plano, TX
    1 day ago
  • A financial services organization is seeking a Regional Field Recruiter in Plano, Texas to provide financial guidance that helps families...  .... Benefits include paid medical insurance, a 401(k) retirement plan, and opportunities for professional growth. This full-time role... 
    Full time

    Modern Woodmen of America

    Plano, TX
    2 days ago
  • $68k - $75k

    Water Utility Financial Analyst/Consultant Key Roles Develop financial models in Microsoft Excel to help utilities forecast their costs...  ..., depreciation, discount rates, operating costs, capital planning, debt service coverage, etc.) Basic knowledge of Microsoft Word... 
    Full time
    Work at office
    Local area
    Work from home
    Work visa
    Flexible hours
    2 days per week

    NewGen Strategies & Solutions

    Richardson, TX
    2 days ago
  •  ...You will partner with key stakeholders to deliver actionable financial insights that drive operational efficiency and business performance...  ...business. Responsibilities will include: Budgeting & Planning: Partner with cross-functional leaders to understand key revenue... 

    Insight Global

    Plano, TX
    2 days ago
  •  ...required Strong interest in sales, marketing, wealth management, or financial services Willingness to obtain required securities licensing...  ...client activity Compile and input client data into financial planning software to generate portfolio reviews Support firm... 
    Work at office
    Monday to Thursday

    Chapwood Investments, LLC

    Plano, TX
    4 days ago
  • Position Overview Job Title: Korean Bilingual Financial Analyst Education: Bachelor's degree in Accounting, Finance, Business, or related...  ...of job-related experience in finance, accounting, or business planning Job Type: Full-Time, Hourly Location Plano, TX Benefits &... 
    Hourly pay
    Full time
    H1b
    Work at office

    JND

    Plano, TX
    4 days ago
  •  ...(Staff Augmentation) • ICAP (Contractor Payroll) • Flextrack (Vendor Management System) Job Description Responsible for financial analysis, planning and forecasting Qualifications Degree required in Accounting/Finance. 8-10 years total experience. Someone who has worked... 
    Permanent employment
    Contract work
    For contractors
    H1b

    Procom Services

    Richardson, TX
    15 hours ago
  • Position Summary This position is responsible for eCommerce financial reporting and analysis in support of North America eCommerce operations...  ...with related business teams. Review/validate eCom financial planning with Operations team to ensure alignment with established... 
    Work at office

    Samsung Electronics America

    Plano, TX
    4 days ago
  • Job Description Insight Global is looking for an IT Financial Analyst to join a Fortune 100 client remotely in Mexico. The IT Financial Analyst will be focused within financial planning/forecasting within the IT organization. You will need to be comfortable collaborating... 
    Remote work

    Insight Global

    Plano, TX
    2 days ago
  • Insight Global is seeking an IT Financial Analyst to support a Fortune 100 client from Texas, focusing on financial planning within IT. This role entails collaboration with various internal teams and financial management including PO creation and budget management. Candidates... 
    Remote job

    Insight Global

    Plano, TX
    4 days ago
  • $10k

     ...With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.... 
    Work experience placement
    Work at office
    Work from home

    Fisher Investments

    Parker, TX
    2 days ago
  •  ...Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. In addition, you will put your technical financial aid... 

    West Coast University

    Richardson, TX
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planning Specialist. Be the first to apply!