Financial Planning Specialist
$65k - $90kJobot
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
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- 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
$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...- ...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 workWork at office
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$46k
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$68k - $75k
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$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 placementWork at officeWork from home- ...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...
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