Financial Planning Specialist

Job Description

Job Description

Financial Planning Specialist Needed in North Dallas / / Great Compensation + bonus / / Growing Team / / Hybrid

This Jobot Job is hosted by : Stefan Woods

Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.

Salary : $65,000 - $85,000 per year

A bit about us :

We are a growing publicly traded company and celebrating 60 years of quality and leadership in the community development industry! We are committed to providing an environment and programs that help our associates flourish.

This is a great opportunity for someone wanting to shift from public accounting and into a finance role!

Why join us?

You can look forward to professional support and extensive benefits—including :

• 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 financial plans and strategies, managing budgets, and conducting cash flow projections. This role is integral to our business operations, ensuring financial stability, and driving growth.

Responsibilities :

1. Develop comprehensive financial plans and strategies to support the company's business objectives

2. Conduct detailed cash flow projections to anticipate revenue trends and inform budgeting decisions

3. Prepare the annual budget, including forecasting income and expenditure, and presenting it to the management team

4. Monitor and manage the budget throughout the year, identifying any variances and adjusting plans as necessary

5. Assist with the biannual business plans

Qualifications :

1. Bachelor's degree in Finance, Accounting, or a related field

2. A minimum of 1 year of experience in accounting, financial planning, analysis, or a related role

3. Public Accounting experience is a PLUS!!!

4. Proficient in spreadsheets, databases, MS Office, and financial software applications

5. Exceptional analytical and problem-solving skills with a keen attention to detail

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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 respecting consideration of unemployment status in making hiring decisions.

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Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

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