Current jobs related to Manager, Financial Planning - Fort Worth - Solomon Page

  • Financial Planning and Analysis

    3 months ago

    Fort Worth, United States The Ladders Full time

    The Manager of Financial Planning and Analysis is a strategic thought-partner, reporting to the Controller and is responsible for building and ensuring critical support to the senior leadership. This position will focus on creating/building financials tools, reporting mechanisms, business modeling, and financial planning processes (budgeting and forecasting)...

  • Financial Planning and Analysis

    3 months ago

    Fort Worth, United States Peak Utility Services Group Full time

    Superior Pipeline Services (SPS) provides turnkey utility infrastructure construction for oil, energy and broadband. With our multiple locations, safety commitment, and expert workforce, we deliver unparalleled quality around-the-clock emergency repair services to our customers and their communities. Whenever you need reliable, end-to-end infrastructure...

  • Financial Planning and Analysis

    3 months ago

    Fort Worth, United States Peak Utility Services Group Full time

    Superior Pipeline Services (SPS ) provides turnkey utility infrastructure construction for oil, energy and broadband. With our multiple locations, safety commitment, and expert workforce, we deliver unparalleled quality around-the-clock emergency repair services to our customers and their communities. Whenever you need reliable, end-to-end infrastructure...

  • Senior Financial Planning and Analysis Manager

    6 hours ago

    Fort Lauderdale, Florida, United States Creative Financial Staffing Full time

    About the RoleWe are seeking a highly skilled Senior FP&A Analyst to join our team at Creative Financial Staffing. As a key member of our accounting and finance department, you will play a crucial role in shaping and leading our financial planning and analysis efforts.Key ResponsibilitiesFinancial Planning and Analysis: Collaborate with senior management to...

  • Financial Planning Specialist

    5 days ago

    Fort Worth, Texas, United States Gpac Full time

    Unlock Your Potential as a Financial Planning SpecialistGpac is seeking a skilled Financial Planning Specialist to provide expert financial guidance to clients. As a Financial Planning Specialist, you will play a pivotal role in helping individuals achieve their financial goals through tailored strategies and expert advice.Key Responsibilities:Build and...

  • Financial Planning Specialist

    1 week ago

    Fort Lauderdale, Florida, United States Tobias Financial Advisors Full time

    Job OverviewSalary: $65K - $90K DOEAbout UsTobias Financial Advisors, established in 1980, is dedicated to providing customized wealth management and financial advisory services to high-net-worth individuals and business proprietors. Our expertise lies in proactive tax strategies and navigating significant life changes. With a steadfast commitment to...

  • Financial Planning Specialist

    1 week ago

    Fort Lauderdale, Florida, United States Tobias Financial Advisors Full time

    Position OverviewSalary: $65K - $90K DOEAbout Our FirmTobias Financial Advisors, established in 1980, provides customized wealth management and financial advisory services for high-net-worth individuals and business proprietors. We specialize in proactive tax strategies and effective life transitions. Our commitment to fiduciary duty and a collaborative...

  • Financial Planning Director

    3 days ago

    Fort Worth, Texas, United States Insight Global Full time

    Essential Qualifications & Experience Minimum of 10 years in the financial services sector with an emphasis on personal financial planning and direct sales experience in insurance and investment products. - A minimum of 5 years in a leadership capacity within the financial services domain. - Certified Financial Planner (CFP) designation is required....

  • Financial Planning Director

    3 days ago

    Fort Worth, Texas, United States Insight Global Full time

    Essential Qualifications & Experience Minimum of 10 years in the financial services sector, emphasizing personal financial planning with hands-on experience in direct sales of insurance and investment offerings. - A minimum of 5 years in a leadership capacity within the financial services domain. - Certification as a CFP is required. Preferred Qualifications...

  • Director of Financial Planning

    1 month ago

    Fort Worth, United States Insight Global Full time

    The Director, Financial Planning reports directly to the VP, Financial Planning and performs a critical leadership role in supporting the development and delivery of the company's strategic vision. This individual is part of the senior leadership of the Financial Planning department and shares responsibility for developing, maintaining and enhancing core...

  • Financial Planning Director

    3 days ago

    Fort Worth, Texas, United States Insight Global Full time

    Required Skills & Experience - Minimum of 10 years in the financial services sector, emphasizing personal financial planning and hands-on sales experience in insurance and investment products. - At least 5 years in a leadership capacity within the financial services industry. - Certification as a CFP is mandatory. Preferred Skills & Experience - Familiarity...

  • Financial Planning Director

    4 days ago

    Fort Worth, Texas, United States Insight Global Full time

    Required Skills & Experience - Minimum of 10 years in the financial services sector with an emphasis on personal financial advisory and direct sales of insurance and investment offerings. - At least 5 years in a leadership capacity within the financial services arena. - Certification as a Certified Financial Planner (CFP) is mandatory. Preferred Skills &...

  • Financial Planning Associate

    1 week ago

    Fort Washington, Pennsylvania, United States Gute Financial Services, Inc. Full time

    Overview:The Financial Planning Associate is integral to the effective management of client portfolio assessments, oversight of financial strategies, and comprehensive support for client service operations. This role requires collaboration within a team environment while also demonstrating the capability to manage tasks autonomously. Direct interaction with...

  • Financial Planning Analyst

    4 days ago

    Fort Worth, Texas, United States RATP Dev USA Full time

    Company OverviewRATP Dev USA is dedicated to shaping the future of transit, connecting communities, and enhancing the lives of those we serve. We believe in fostering a culture where every team member feels valued and heard.Position SummaryWe are in search of a skilled and driven individual for the role of Senior Financial Analyst, reporting directly to the...

  • Senior Financial Planning Analyst

    1 week ago

    Fort Worth, Texas, United States The Ladders Full time

    Position Overview:The Manager of Financial Planning and Analysis serves as a vital strategic partner, reporting directly to the Controller. This role is essential in developing and maintaining key support for senior leadership. The focus will be on designing and implementing financial tools, reporting frameworks, business modeling, and financial planning...

  • Financial Planning and Analysis Lead

    1 week ago

    Fort Worth, Texas, United States The Ladders Full time

    Position Overview:The Senior Financial Planning Manager serves as a vital strategic partner, reporting directly to the Controller. This role is essential in providing comprehensive support to senior leadership, focusing on the development and implementation of financial tools, reporting frameworks, business modeling, and financial planning processes such as...

  • Director of Financial Planning

    3 weeks ago

    Fort Worth, United States Insight Global Full time

    Required Skills & Experience - At least 10 years in the financial services industry with a focus on personal financial planning and experience in face-to-face sales of insurance and investment products. - At least 5 years’ experience in the financial services industry in a leadership role. - Obtains CFP Nice to Have Skills & Experience - Familiar with...

  • Director of Financial Planning

    4 weeks ago

    Fort Worth, United States Insight Global Full time

    Required Skills & Experience - At least 10 years in the financial services industry with a focus on personal financial planning and experience in face-to-face sales of insurance and investment products. - At least 5 years’ experience in the financial services industry in a leadership role. - Obtains CFP Nice to Have Skills & Experience - Familiar with...

  • Relationship Manager

    2 months ago

    Fort Washington, United States La Crosse Financial Planning Inc. Full time

    Grow your skills by growing our impact with the potential for full-time work after graduation. If you lack these, you won’t like working here. Growth Mindset – Desire to Learn Driven – Desire to Succeed Friendly – Fun to Work With Fast Learner – Ability to Learn Web Apps Quickly Comfort Buster – Able to expand beyond comfort zone Interest –...

  • Financial Planning and Analysis Expert

    2 hours ago

    Fort Worth, Texas, United States RingCentral Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our Finance team at RingCentral. As a key member of our General and Administrative (G&A) Finance team, you will play a critical role in supporting world-class financial forecasting, planning, reporting, and analysis.ResponsibilitiesPartner closely with leadership teams across...

Manager, Financial Planning

2 months ago

Fort Worth, United States Solomon Page Full time

Our client is looking to fill the role of Manager of FP&A, who plays a critical role as a trusted business partner to senior management and business unit leaders, performing impactful analysis, as well as managing the reporting and planning needs of the business. The role provides financial and strategic support including, but not limited to, performance reporting, comprehensive metrics, long-term plans, cash flow management and profitability assurance/analysis.


Responsibilities:


  • Develop a set of common reports and harmonize both corporate and business unit FP&A.
  • Prepare the monthly reporting package of the company’s financial performance versus budget and forecast, including updating the full year forecast on a monthly basis
  • Perform analysis of actual results versus plan and forecast; prepare variance reporting
  • Partner with Finance Directors in each business unit to drive strategic or financial decisions
  • Provide investment analysis and decision support for all short-term and long-term investments
  • Support annual planning process


Required Qualifications:


  • Bachelor's Degree required, with emphasis in Finance or Accounting
  • CPA and/or MBA preferred
  • Minimum 6-8 years’ experience in Finance or Accounting in a mid-to-large corporation, working with financial statements and planning
  • Minimum of 3 years in a senior finance role
  • Minimum of 2 years of direct supervisory experience
  • Prior Financial Planning and Analysis (FP&A) experience is a plus
  • A proven track record of leadership and successful collaboration
  • Advanced analytical, financial reporting and problem-solving skills
  • Strong accounting/finance knowledge including consolidation of financials
  • Strong communication skills: capable of presenting complex financial information in an easy-to-understand format
  • Expert knowledge and use of Microsoft Office (Excel, PowerPoint, Access, Word, Outlook)


If you meet the required qualifications and are interested in this role, please apply today.


The Solomon Page Distinction

Our teams, comprised of subject matter experts, develop an interest in your preferences and goals and we act as an advisor for your career advancement. Solomon Page has an extensive network of established clients which allows us to present opportunities that are well-suited to your respective goals and needs – this specialized approach sets us apart in the industries we serve.


About Solomon Page


Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn.


Opportunity Awaits.