Financial Planning Analyst - CFP, FinTech Planning Expert
Kestra Financial
Kestra Financial seeks a Planning Analyst to support our Planning Group, delivering insourced financial planning for thousands of advisors with MoneyGuideElite or eMoney. You will gather data, build plans, present findings to Advisors, and contribute to intellectual capital and firm-wide planning initiatives. You will analyze trends, collaborate with planners, and help ensure high-quality client experiences while driving scalable planning capabilities across Kestra. #J-18808-Ljbffr Kestra Financial
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Planning Analyst - CFP, FinTech Planning Expert in Austin, TX vacancy
- ...Kestra Financial is a wealth management platform dedicated... ...member to join our Planning Group. Kestra's Planning... ...firms nationally. Planning Analysts work within an... ...software technology and fintech planning concepts Gather... ...following attributes: ~ CFP Designation Required...Suggested
Kestra Holdings
Austin, TX3 days ago - ...passionate, collaborative, energetic, and forward-thinking individuals to join our team.We are looking to add a Staff Financial Planning & Analysis Analyst to our team. If you enjoy working in a startup environment and are passionate about making an impact in a growing...SuggestedPermanent employmentFull timeContract workWork experience placementWork at officeLocal area
- Here’s The Role Do you have passion for financial planning, modeling, and forecasting? Do you enjoy working with business owners across an organization, performing scenario analysis to drive business decisions, and understanding the inner workings of financial planning...Suggested
$130k - $140k
...poster from Addition Management Title: FP&A Analyst (Temp to Perm) Location: Austin, Texas -... ...models, and comparing actuals to plan. Variance Analysis: Help track performance... ...Presentation Support: Assist in creating financial slides and materials for board & leadership...SuggestedPermanent employmentFull timeTemporary workWork at office- LCRA is seeking a seasoned Financial Planning & Modeling professional in Austin to lead Anaplan administration, budgeting, and forecasting initiatives. You will collaborate with business owners across the organization to drive data-driven decisions and enhance planning...Suggested
- ...dynamic, fast‑paced environment where your analytical skills and strategic insights can make a meaningful impact. Financial Planning & Analysis (FP&A) Analyst will play a critical role in supporting Universal Background’s ongoing growth and operational success. This...Full time
- ...passionate, collaborative, energetic, and forward-thinking individuals to join our team. We are looking to add a Staff Financial Planning & Analysis Analyst to our team. If you enjoy working in a startup environment and are passionate about making an impact in a growing...Permanent employmentFull timeContract workWork experience placementWork at officeLocal area
- Lower Colorado River Authority in Austin, TX is seeking an experienced finance professional to lead budgeting, modeling, and forecasting across the organization using Anaplan to drive informed decision making. The role focuses on administering Anaplan models, managing integrations...
- Tarvos Talent is looking for a highly skilled leader for a FP&A Analyst role for a software company in Austin. This role will have a... ...technology company is strongly preferred Familiarity of SaaS financial metrics (ARR, NRR, CAC, LTV, Rule of 40, cohort analysis) and a...Flexible hours
- Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Austin, Texas area. You... ...and maintain relationships with clients and deliver financial planning guidance and complex portfolio management support. As a...Remote job
- Senior Financial Analyst - Financial Planning & Analysis Department: Executive Administration Employment Type: Full Time Location: Corporate Description The Senior Financial Analyst - Financial Planning & Analysis (FP&A) is responsible for expanded analysis of property...Full timeTemporary workWork at officeLocal areaFlexible hours
- ...environment-only candidates local to the posting location will be considered. We are seeking a strategic, collaborative Senior Analyst, Financial Planning & Analysis (FP&A) to join our Finance team as a dedicated partner to our Tech organizations (Data Engineering, Data...Local areaFlexible hours
- ...enable growth and sustained profitability.Responsibilities:The position will be focused on providing core data analytics and financial planning support for Cloud AI GTM and Product finance teams. The primary responsibilities will range from establishing short term business...Temporary work
$76.32k - $127.21k
...the ingredients you need at LPL Financial to shape your success while... ...advisors in all aspects of financial plan design and analysis. This... ..., or equivalent experience CFP strongly preferred, equivalent... ...models, investment solutions, fintech tools and practice management...Full timeWork at officeWork from home$130.9k - $154k
...economic freedom into a sustainable financial reality. We ensure the... ...roadmap, from the annual operating plan and rolling forecasts to the... ...As a Senior Financial Analyst on the FP&A team, you'll serve... ...Experience in a high-growth tech, fintech, or financial services...Local areaCoinbase
Austin, TX1 day ago$46.99k - $122.4k
...of something bigger – helping to simplify health care one person, one family and one community at a time. The Financial Planning & Analysis (FP&A) Senior Analyst will play a key role in supporting the financial planning, forecasting, budgeting, and performance management...Hourly payFull timeTemporary workLocal areaCVS Health
Austin, TX2 days ago- A financial services company based in Austin, TX is seeking a motivated Financial Planner to deliver personalized financial plans and guidance. The role involves leading client conversations, providing... .... A Bachelor's degree, CFP certification, and FINRA registrations...Flexible hours
$78k - $156k
...can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year.An excellent... ....We’re seeking an experienced, high caliber Senior Field Financial Analyst to join the US EP LAA Field Finance FP&A team. This role will...WorldwideShift work$140.3k - $210.5k
...you too.About the TeamThe Workday Success Plans Team are all about our customers and... ...feature demonstrations. As a Workday Spend expert, customers will benefit from your knowledge... ...Consultants have a deep understanding of Workday Financials applications. In this position, we are...Full timeRemote workHome officeFlexible hours- ...Operations - Accounting & Finance /Full Time /RemoteThe Senior Financial Analyst will work with the FP&A team to provide support with the... ...and concise written explanations to explain differences from plan and prior forecasts. Create executive level charts and slides...Full timeWork experience placementWork at officeRemote workWork from homeFlexible hours
$108k - $148.5k
...across the world presents unprecedented challenges and opportunities in manufacturing, supply chain and logistics.The Supply Chain Planning Analyst supports integrated demand, supply, capacity, and inventory planning within a complex semiconductor equipment manufacturing...Full timeWork at office- Bank of America in the United States seeks a Financial Advisor to provide comprehensive financial guidance and tailored solutions for clients... ...partners, reviewing goals, and building detailed financial plans with brokerage products while adhering to licensing and SAFE...
- Voya Financial in Austin, TX seeks an experienced financial planning professional to deliver personalized investment solutions and help clients work toward long-term goals. You will create financial plans, cross-check work for accuracy, and support investment professionals...Full time
$64.5k - $79k
...valuable insights, ideas, and research to the process. For us all good design is sustainable. The Opportunity: We are seeking a Planning Analyst to join our Austin office, contributing to a wide range of projects including strategic planning, urban planning, school...Work at officeWorldwideShift workPerkins Eastman
Austin, TX3 days ago$128k - $252.5k
...functions including underwriting, new business, product development, financial reporting, modeling, and adjacent actuarial processesSupport... ...building actuarial projection models for pricing, financial planning, asset liability management, or financial reporting4+ years of...Local areaVisa sponsorship- The Staff Compensation Analyst is the senior individual contributor on the Compensation... ...ownership is equity and compensation financial planning—designing the broad-based (non-executive... ...programs depend onGo-to equity subject matter expert for Recruiting, Legal, HRBPs, and...Full timeWork at officeWorldwideShift work
- ...start date Seven plus years' experience in Private Banking or Financial Services industry Demonstrated understanding of wealth... ...including, but not limited to: credit, deposits, trust and financial planning Preferred Qualifications, Capabilities, Skills...
Chase
Austin, TX5 days ago - ...content ranging from breaking news and expert commentary to feature films, documentaries... ...like you to help us!THE ROLE: Senior Financial Analyst - FP&AWe are seeking an experienced... ...and experience working with financial planning tools (e.g., Anplan, Planful) and ERP systems...Temporary workCasual work
- ...levels of mobility and freedom.Could This Be For You?The Senior Financial Analyst of Corporate FP&A serves as a strategic financial partner... ...implementing technology solutions that enhance financial planning, analysis and reporting capabilities.Your ImpactDevelop and...Part timeLocal area
- ...Summary of Job Manager will lead the business planning process across all lines of business. Also responsible for preparing and supervising the preparation of the financial reporting and analysis. Essential Duties and Responsibilities Develop, implement...Work at office
CompuGroup Medical
Austin, TX5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planning Analyst - CFP, FinTech Planning Expert. Be the first to apply!
Related searches
- remote financial analyst Austin, TX
- oracle financial analyst Austin, TX
- senior financial analyst remote Austin, TX
- group financial analyst Austin, TX
- finance analyst Austin, TX
- senior financial analyst Austin, TX
- strategic finance analyst Austin, TX
- financial planning analyst Austin, TX
- financial analyst contract Austin, TX
- finance analyst graduate Austin, TX