Financial Planning Specialist

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

Job summary

Jobot is seeking a Financial Planning Specialist to join our growing team in Plano, TX. This role involves developing financial plans, managing budgets, and conducting cash flow projections to ensure financial stability. Ideal candidates will have a Bachelor's degree in Finance or Accounting and at least one year of relevant experience. Join us in an inclusive and dynamic environment to help drive growth in our business.

Benefits

Medical/dental/vision coverage

401(k) plan with match

Discounts on mortgages and home appliances

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• Minimum 1 year experience in financial planning or analysis.
• Public Accounting experience is a plus.

Responsibilities

• Develop financial plans to support business objectives.
• Conduct cash flow projections for revenue trends.
• Monitor and adjust budgets throughout the year.

Skills

Analytical skills

Problem-solving skills

Attention to detail

Education

Bachelor's degree in Finance

Bachelor's degree in Accounting

Tools

MS Office

Financial software applications

Job description

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This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$65,000.00/yr - $85,000.00/yr

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!

Job details

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 "Easy 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 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

• 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 "Easy 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.

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our LinkedIn page!

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Accounting, Financial Services, and Banking

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