Financial Planning Specialist

ZipRecruiter; Plano (TX); Hybrid; USD 65,000 - 85,000; Full time

Job summary

A leading company in the community development industry seeks a Financial Planning Specialist in North Dallas. This role involves developing financial plans and strategies, managing budgets, and ensuring financial stability. Join a growing team with excellent compensation and a supportive work environment.

Benefits

Medical/dental/vision coverage

Discounts on mortgages and home appliances

401(k) plan with match

Qualifications

• Minimum of 1 year experience in accounting or financial planning.
• Public Accounting experience is a PLUS!

Responsibilities

• Develop comprehensive financial plans and strategies.
• Conduct detailed cash flow projections and manage budgets.
• Prepare the annual budget and monitor variances.

Skills

Analytical skills

Problem-solving skills

Attention to detail

Education

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

Tools

MS Office

Financial software applications

Job description

Job DescriptionJob DescriptionFinancial 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 and all qualified candidates receive consideration for employment without regard to , , , age, , , disability status, genetics, protected veteran status, , 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.Company DescriptionJobot 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.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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