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Financial Planning Specialist

Company: Jobot
Location: Plano
Posted on: April 3, 2024

Job Description:

Financial Planning Specialist Needed in North Dallas / Great Compensation + bonus / Growing Team / Accounting Background Preferred!! / HybridThis Jobot Job is hosted by: Stefan WoodsAre you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $65,000 - $85,000 per yearA 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 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 matchJob DetailsWe 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:1. Develop and implement financial strategies and plans that align with the company's overall business objectives2. Prepare accurate and timely financial reports and projections to assist in decision-making3. Analyze financial data and variances to identify trends, anomalies, and opportunities for improvement4. Create comprehensive bi-annual business plans, including financial forecasts and budget proposals5. Lead the budgeting and forecasting process, ensuring accuracy and compliance with company standards and financial regulations6. Collaborate with various departments to gather and analyze financial data, and provide financial guidance and recommendations7. Continually monitor and evaluate the company's financial performance, providing insights and recommendations to optimize financial health8. Develop and maintain financial models and analyses to support strategic initiativesQualifications:1. Bachelor's degree in Finance, Accounting, or a related field2. A minimum of 1 year of experience in accounting, financial planning, analysis, or a related role3. Strong knowledge of financial forecasting and diagnosis, corporate finance, and information analysis4. Proficient in spreadsheets, databases, MS Office, and financial software applications5. Exceptional analytical and problem-solving skills with a keen attention to detail6. Excellent communication and presentation skills, with the ability to explain complex financial concepts to non-financial stakeholders7. Strong organizational skills with the ability to manage multiple projects and meet deadlines8. High level of integrity and dependability with a strong sense of urgency and results-orientationIf you are a strategic thinker with a passion for finance and a drive to contribute to a company's financial success, we would love to hear from you. Apply today to join our team as a Financial Planning Specialist.Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Keywords: Jobot, Plano , Financial Planning Specialist, Accounting, Auditing , Plano, Texas

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