Financial Planning Specialist

Location: Plano
Posted on: June 23, 2025

Job Description:

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 "Apply Now" button and sending us your resume. Salary: $65,000 - $90,000 per year 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 Job Details 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: 1. Develop and implement financial strategies and plans that align with the company's overall business objectives 2. Prepare accurate and timely financial reports and projections to assist in decision-making 3. Analyze financial data and variances to identify trends, anomalies, and opportunities for improvement 4. Create comprehensive bi-annual business plans, including financial forecasts and budget proposals 5. Lead the budgeting and forecasting process, ensuring accuracy and compliance with company standards and financial regulations 6. Collaborate with various departments to gather and analyze financial data, and provide financial guidance and recommendations 7. Continually monitor and evaluate the company's financial performance, providing insights and recommendations to optimize financial health 8. Develop and maintain financial models and analyses to support strategic initiatives Qualifications: 1. Bachelor's degree in Finance, Accounting, or a related field 2. A minimum of 1 year of experience in accounting, financial planning, analysis, or a related role 3. Public Accounting experience is a PLUS 4. Proficient in spreadsheets, databases, MS Office, and financial software applications 5. Exceptional analytical and problem-solving skills with a keen attention to detail 6. Excellent communication and presentation skills, with the ability to explain complex financial concepts to non-financial stakeholders 7. Strong organizational skills with the ability to manage multiple projects and meet deadlines 8. High level of integrity and dependability with a strong sense of urgency and results-orientation If 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 Now" 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.

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