Financial Planning Specialist Job Plano area,Texas USA,Finance & Banking

Experience: Mid Level

Salary: $65,000 - $90,000 per year

Plano,TX, US

Job Description

We are seeking a Financial Planning Specialist to join our team. This is an exciting opportunity for a highly motivated individual with a strong financial acumen to be part of a forward‑thinking organization. The individual will have a key role in the planning, development, and implementation of financial strategies to ensure the company's long‑term financial health. The successful candidate will have a solid understanding of financial trends and the ability to prepare financial projections, analyze variances, create bi‑annual business plans, and manage budgeting and forecasting.

Responsibilities

Develop and implement financial strategies and plans that align with the company's overall business objectives

Prepare accurate and timely financial reports and projections to assist in decision‑making

Analyze financial data and variances to identify trends, anomalies, and opportunities for improvement

Create comprehensive bi‑annual business plans, including financial forecasts and budget proposals

Lead the budgeting and forecasting process, ensuring accuracy and compliance with company standards and financial regulations

Collaborate with various departments to gather and analyze financial data, and provide financial guidance and recommendations

Continually monitor and evaluate the company's financial performance, providing insights and recommendations to optimize financial health

Develop and maintain financial models and analyses to support strategic initiatives

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

Excellent communication and presentation skills, with the ability to explain complex financial concepts to non‑financial stakeholders

Strong organizational skills with the ability to manage multiple projects and meet deadlines

High level of integrity and dependability with a strong sense of urgency and results‑orientation

A bit about us:

We are a growing publicly traded company and celebrating 60 years of quality and leadership in the home building and 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