Financial Planning Specialist
Job in
Plano, Collin County, Texas, 75086, USA
Listing for:
Jobot
Full Time
position
Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly
USD
65000.00
90000.00
YEAR
Job Description & How to Apply Below
Financial Planning Specialist Needed in North Dallas. Hybrid work format. Salary: $65,000 - $90,000 per year.
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 present it to the management team.Monitor and manage the budget throughout the year, identifying variances and adjusting plans as necessary.Assist with the biannual business plans.Qualifications
Bachelor's degree in Finance, Accounting, or a related field.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 keen attention to detail.Benefits
- Medical, dental, and vision coverage.
- Discounts on mortgages and home appliances.
- 401(k) plan with match.
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 regarding unemployment status in hiring decisions.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
