Financial Planning Analyst
3 weeks ago
- We are currently pursuing a Financial Planning Analyst that can transition into an advisory role to become an Associate Wealth Manager within 24-36 months.
- The role of the Financial Planning Analyst is to support the Wealth Managers on financial strategies, plans, and projects while receiving technical training and one-on-one mentoring.
- Under close supervision of a Wealth Manager, the Financial Planning Analyst will have the opportunity to lead select client cases.
- May perform basic investment research and research client's company benefits
- Master's or Graduate degree preferred (Masters in Finance, JD, MBA)
- Currently pursuing either CFP, CFA, or CPA designation
- Currently possess or pursuing the Series 65 securities licenses
- Experience in eMoney, Redtail CRM, and Orion software systems preferred.
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Financial Planning Analyst
2 weeks ago
Houston, Texas, United States Select Water Solutions Full timePosition OverviewThe Corporate Financial Analyst at Select Water Solutions plays a pivotal role in supporting various sectors within the Finance and Accounting division, including Corporate Finance, Financial Planning & Analysis (FP&A), Corporate Development, Strategy & Sustainability, and Investor Relations.Key ResponsibilitiesThe selected candidate will be...
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Financial Analyst
2 weeks ago
Houston, United States Creative Financial Staffing Full timeJob Summary: The Senior Financial Analyst will play a pivotal role in driving the financial planning and analysis activities. This position involves preparing financial reports, conducting in-depth analyses, supporting budgeting and forecasting processes, and providing strategic insights to aid in decision-making. The ideal candidate will have a strong...
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Financial Planning Analyst
2 weeks ago
Houston, Texas, United States Energy Transfer Full timeJoin Our Team:Are you looking to be part of a dynamic organization? Engage with our digital assistant to discover more about Energy Transfer and explore your application options.About Energy Transfer:Recognized by Forbes as one of America's best large employers, Energy Transfer is committed to the responsible and safe delivery of energy across the nation. We...
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Senior Financial Planning Analyst
2 months ago
Houston, United States Wolters Kluwer N.V. Full time1. Revenue Managemento Analyze and monitor revenue streams across various customer segments and product lines.o Utilizing data analysis to comprehend volume impact due to customer behavior, product usage behavior, or market trends in order forecast r Planning Analyst, Financial Planning, Financial, Analyst, Accounting, Diversity, Technology
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Financial Planning Analyst
3 weeks ago
Houston, United States Sacred Heart University Full timeAmerican National is seeking a full-time, Financial Planning Analyst. You will perform financial planning & analysis activities to develop a comprehensive plan of action and quarterly forecast aligned to organizational targets. To thrive in this position, you should have forecasting and planning foundational experience, skills in Excel, and the ability to...
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Senior Financial Planning Analyst
4 weeks ago
Houston, United States System One Full timeJob Description: Senior Financial Planning Analyst Location: Northwest Houston (77064) Hybrid Schedule offered (Onsite M-Th, Remote-Fridays) About the Company: Our client is an established leader in the manufacturing industry, currently in a period of exciting growth and transformation. With recent efforts to acquire another company, this newly created...
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Financial Planning Analyst
3 weeks ago
Houston, United States Petroplan Full timeJob Title: Financial Planning Analyst Location: Houston, TX Type of Role: Direct Hire/ Permanent Full benefits provided including medical/dental/vision insurance + 401K match Overview Petroplan has been a trusted, global talent solutions partner for nearly fifty years, specializing in supporting projects and connecting talented professionals in the Energy...
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Financial Planning Analyst
6 days ago
Houston, Texas, United States Executive Personnel Inc Full timeExecutive Personnel Services Inc is looking for a Financial Planning Analyst who possesses expertise in Business Planning Consolidation (BPC) and SAP to join our dynamic team. In this role, you will be instrumental in supporting the Financial Systems and reporting division. The ideal candidate will have practical experience with BPC, SAP, and strong...
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Financial Planning Analyst
2 weeks ago
Houston, Texas, United States Occidental Petroleum Corporation Full timeOccidental Petroleum Corporation is a prominent international energy firm with significant operations in the United States, the Middle East, and North Africa. We are recognized as one of the leading oil and gas producers in the U.S., particularly noted for our contributions in the Permian and DJ basins.Position: Cost & Planning AnalystKey Responsibilities:...
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Financial Planning Analyst
2 weeks ago
Houston, Texas, United States Occidental Petroleum Corporation Full timeOccidental Petroleum Corporation is a prominent international energy firm with significant operations primarily in the United States, the Middle East, and North Africa. We rank among the largest oil and gas producers in the U.S., notably as a leading producer in the Permian and DJ basins.Job Title: Cost & Planning AnalystKey Responsibilities: Conducting...
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Financial Planning Analyst
2 weeks ago
Houston, Texas, United States Resin Solutions Inc Full timePosition OverviewAs a Financial Planning Analyst at Resin Solutions Inc, you will play a pivotal role in our financial operations. Your expertise will be crucial in managing and analyzing financial data to support strategic decision-making across the organization.Key ResponsibilitiesLead Financial Processes: Oversee the accounting for inventory, fixed...
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Principal Financial Planning Analyst
2 weeks ago
Houston, Texas, United States RingCentral Full timeWelcome to Your Next Career MoveAt RingCentral, we are excited to present an opportunity for a talented individual to join our team as a Senior Financial Analyst. As a leading provider in the business cloud communications sector, we generate over $2 billion in annual revenue and are positioned for significant growth in the UCaaS and AI-driven markets. Our...
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Financial Planning Analyst
4 weeks ago
Houston, United States Petroplan Full timeJob Title: Financial Planning AnalystLocation: Houston, TXType of Role: Direct Hire/ PermanentFull benefits provided including medical/dental/vision insurance + 401K matchOverviewPetroplan has been a trusted, global talent solutions partner for nearly fifty years, specializing in supporting projects and connecting talented professionals in the Energy...
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Senior Financial Planning Analyst
1 month ago
Houston, Texas, United States gpac Full timeFinancial Planning Analyst The Financial Planning Analyst provides support to all areas of the business. Key responsibilities include:Assist with forecasting, consolidations, planning, and financial reporting.Report and monitor key performance indicators.Create analytical models to understand and improve profitability.Develop systems, methodologies, tools,...
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Financial Planning Analyst
4 weeks ago
Houston, United States Big4Advisor Full timeOverview:If you are looking for an interesting role that will help guide the investments of a rapidly growing private equity firm, this is the opportunity for you.Our client is centrally located in Houston and is looking for a newly created Financial Planning and Analysis Analyst to join their team. This role will focus on operational budgeting, planning,...
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Financial Planning Analyst
4 weeks ago
Houston, United States Big4Advisor Full timeOverview:If you are looking for an interesting role that will help guide the investments of a rapidly growing private equity firm, this is the opportunity for you.Our client is centrally located in Houston and is looking for a newly created Financial Planning and Analysis Analyst to join their team. This role will focus on operational budgeting, planning,...
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Financial Planning Analyst
3 weeks ago
Houston, United States VC5 Consulting Full timeFinancial Planning Analyst You will focus on financial analysis, reporting, and budgeting for the company's North America???s growing portfoliosYou will work closely with the Flexible Generation (FGBU) Global Business Unit, Asset Management, Operations, Partnership teams, and the Global Energy Management Services team (GEMS) to gain a comprehensive...
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Financial Planning Analyst
2 weeks ago
Houston, Texas, United States Houston Christian University Full timeBudgeting and Financial AnalystReports to: Director of Financial Planning and Budget Job status: Exempt Position Overview: This role involves assisting in the strategizing, development, and coordination of financial analyses and reports. Responsibilities include operational and capital budgeting, auxiliary revenue tracking, statistical reporting, cost...
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Financial Planning Analyst
2 weeks ago
Houston, Texas, United States Crown Castle Full timePosition Title: Financial Analyst II (P2)Company OverviewCrown Castle stands as the premier provider of shared communications infrastructure in the United States, specializing in towers, small cells, and fiber solutions. Our infrastructure plays a crucial role in meeting the growing demand for connectivity, enabling seamless communication and transforming...
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Financial Planning Analyst
2 weeks ago
Houston, Texas, United States Veolia North America Full timeCompany Overview:Veolia North America (VNA) is a subsidiary of the Veolia group, providing a comprehensive range of services in water, waste, and energy management. Our expertise includes water and wastewater treatment, hazardous waste collection and disposal, energy consulting, and resource recovery. VNA serves a diverse clientele across commercial,...