Senior Financial Planning Analyst

Insight Global; Coppell (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading financial services company is seeking a Financial Planning Analyst to join their team in Coppell, TX. The successful candidate will have a strong understanding of finance and accounting principles, be proficient in advanced Excel, and possess excellent analytical skills. This full-time position offers a competitive salary range and includes benefits such as medical and vision insurance, a 401(k) plan, and opportunities to grow within the organization.

Benefits

Medical insurance

Vision insurance

401(k)

Qualifications

• 3+ years of related work experience.
• Strong understanding of financial statements.
• Ability to create advanced financial models.

Responsibilities

• Manage financial planning and analysis tasks.
• Create and maintain financial models.
• Analyze financial data for decision support.

Skills

Advanced Excel

Analytical skills

Problem-solving skills

Attention to detail

Education

Bachelor's degree in finance or accounting

Tools

Oracle SmartView

Job description

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

Base pay range

$90,000.00/yr - $120,000.00/yr

Requirements

• Bachelor's degree in finance or accounting
• 3+ years of related work experience
• Strong understanding of the 3 financial statements and accounting
• Ability to create and maintain advanced financial models
• Advanced Excel and PowerPoint skills required
• Strong attention to detail and data quality control skills
• Strong critical thinking, analytical and problem-solving skills
• Ability to work independently and effectively manage time and resources to ensure that work is completed efficiently; able to multi-task and adapt quickly to a dynamic work environment
• Experience in the retail/hospitality industry and/or a public company environment preferred

Desired Skills

• CPA, MBA or other certifications
• Experience with Oracle SmartView or similar database tool

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Accounting/Auditing

• Industries

  Hospitality

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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