Talent.com
Financial Planning Specialist (Hiring Immediately)
Financial Planning Specialist (Hiring Immediately)Jobot • Plano, TX, US
serp_jobs.error_messages.no_longer_accepting
Financial Planning Specialist (Hiring Immediately)

Financial Planning Specialist (Hiring Immediately)

Jobot • Plano, TX, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.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 button and 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 benefitsincluding :

  • 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 :

  • 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 presenting it to the management team
  • Monitor and manage the budget throughout the year, identifying any variances and adjusting plans as necessary
  • Assist with the biannual business plans
  • Qualifications :

  • Bachelor's degree in Finance, Accounting, or a related field
  • A 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 a keen attention to detail
  • Interested in hearing more? Easy Apply now by clicking the Apply 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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

    Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

    serp_jobs.job_alerts.create_a_job

    Hiring Immediately • Plano, TX, US

    Job_description.internal_linking.related_jobs
    Financial Settlement Specialist

    Financial Settlement Specialist

    VirtualVocations • Arlington, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Financial Settlement Specialist - Remote.Key Responsibilities Calculate pre-disability earnings and collaborate with claim teams to refine processes Review financial d...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Modeling Specialist

    Financial Modeling Specialist

    VirtualVocations • Grand Prairie, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Financial Modeling Specialist (Contract).Key Responsibilities Create complete end-to-end financial or business models used to train AI systems Review and refine models...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Mid-Level Retirement Income Specialist (Hiring Immediately)

    Mid-Level Retirement Income Specialist (Hiring Immediately)

    USAA • PLANO, TX, US
    serp_jobs.job_card.full_time
    At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Senior, Financial Planning & Analysis Associate

    Senior, Financial Planning & Analysis Associate

    Symbiotic Services • Dallas, TX, US
    serp_jobs.job_card.full_time
    As the manager responsible for the team in this role, your key responsibilities will include : .Ensuring the provision of insightful and actionable financial analysis and reporting, highlighting key ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Financial Planning Analyst

    Senior Financial Planning Analyst

    CompuGroup Medical • Richardson, TX, US
    serp_jobs.job_card.full_time
    Create the Future of E-health Together with Us by Becoming a Senior Financial Planning Analyst.At CompuGroup Medical we have the mission of building ground-breaking solutions for digital healthcare...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Intermediate Life Solutions Specialist - Plano (Hiring Immediately)

    Intermediate Life Solutions Specialist - Plano (Hiring Immediately)

    USAA • PLANO, TX, US
    serp_jobs.job_card.full_time
    At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Mid-Level Life Solutions Specialist - Plano (Hiring Immediately)

    Mid-Level Life Solutions Specialist - Plano (Hiring Immediately)

    USAA • PLANO, TX, US
    serp_jobs.job_card.full_time
    At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Financial Planning Analyst

    Financial Planning Analyst

    Lennox International • Richardson, TX, US
    serp_jobs.job_card.full_time
    Lennox International (LII) is a leading global provider of innovative climate control solutions for heating, ventilation, air conditioning, and refrigeration (HVACR) markets.Here at Lennox, we real...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Associate, Strategic Financial Planning

    Associate, Strategic Financial Planning

    Leeward Energy • Dallas, TX, US
    serp_jobs.job_card.full_time
    Associate, Strategic Financial Planning.LRE (Leeward Renewable Energy) is a high-growth renewable energy company forging a sustainable future through integrity, innovation, and positive impact.We o...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Strategic Workforce Planning Senior Consultant (Hiring Immediately)

    Strategic Workforce Planning Senior Consultant (Hiring Immediately)

    USAA • PLANO, TX, US
    serp_jobs.job_card.full_time
    At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Financial Planning & Analysis Lead

    Financial Planning & Analysis Lead

    Lennox International • Richardson, TX, US
    serp_jobs.job_card.full_time
    Driven by 130 years of legacy, HVAC and refrigeration success, Lennox provides our residential and commercial customers with industry-leading climate-control solutions. At Lennox, we win as a team, ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Planning Manager

    Financial Planning Manager

    Yum Brands • Plano, TX, US
    serp_jobs.job_card.full_time
    Focus on the core content of the job post, removing any extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and high signal to noise ratio.serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Intermediate Life Solutions Specialist - Plano

    Intermediate Life Solutions Specialist - Plano

    USAA • Plano, TX, US
    serp_jobs.job_card.full_time
    At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_less • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Vice President of Retirement Financial Planning (PLANO)

    Vice President of Retirement Financial Planning (PLANO)

    USAA • Prestonwood, TX, US
    serp_jobs.job_card.full_time
    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the 1 choice for the...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_less • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Financial Specialist I

    Financial Specialist I

    American National Bank of Texas • Sachse, TX, United States
    serp_jobs.job_card.full_time
    The individual handles customers' initial needs, opens deposit accounts, offers consumer loans, conducts routine paying and receiving functions, cross sells bank products and services and directs c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Certified Financial Planner

    Certified Financial Planner

    VirtualVocations • Garland, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Content Developer / SME.Key Responsibilities Develop, execute, and maintain content updates and schedules aligned with CFP Board requirements Manage content and c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Planning and Analysis Manager (Dallas)

    Financial Planning and Analysis Manager (Dallas)

    Addison Group • Dallas, TX, US
    serp_jobs.job_card.full_time +1
    Medical, Dental, Vision, 401-K Match.I've been engaged by a PE-Backed company who is hiring a strategic FP&A leadership role. This position will be instrumental in shaping financial planning, report...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Loan Sales Specialist (Hiring Immediately)

    Loan Sales Specialist (Hiring Immediately)

    OneMain Financial • LITTLE ELM, TX, US
    serp_jobs.job_card.full_time
    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for lifes expenses. In this role, our team members t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Intermediate Retirement Income Specialist (Hiring Immediately)

    Intermediate Retirement Income Specialist (Hiring Immediately)

    USAA • PLANO, TX, US
    serp_jobs.job_card.full_time
    At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Financial Reporting Analyst (Mid-Level) (Hiring Immediately)

    Financial Reporting Analyst (Mid-Level) (Hiring Immediately)

    USAA • PLANO, TX, US
    serp_jobs.job_card.full_time
    At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new