Financial Planning

3 weeks ago


Austin, United States Case Works LLC [158794] Full time
Job DescriptionJob DescriptionDescription:

The FP&A Senior Financial Analyst is responsible for strategic planning, financial modeling, business forecasting, and ad-hoc analysis. The candidate will conduct analysis in to enable decision making throughout the organization. The optimal candidate combines a strong analytical mindset with technical ability and excellent people skills.

  • Manages financial planning, budgeting, and forecasting
  • Creates variance analysis reports
  • Develops three-statement financial models and 12-week cash forecasts
  • Leads real-time financial performance monitoring
  • Escalates any financial issues to management
  • Sets and tracks key performance indicators (KPIs) and objectives
  • Completes market research and comparable company analysis
  • Recommends strategies for increasing financial performance; works with the operations team to implement and test strategies
  • Presents detailed monthly financial reports to executive leadership
  • Collaborates with senior members of the operations team to conduct analysis and develop forecasts
  • Assists with monthly accounting close, as necessary
Requirements:

Demonstrates excellent financial and quantitative skills

  • Communicates effectively and has strong presentation skills
  • Collaborates well with colleagues using adept social skills
  • Works independently using project management skills
  • Builds strong working relationships and has exceptional leadership skills
  • Learns quickly and has strong problem-solving and critical thinking skills
  • A bachelor’s degree in business, economics, finance, accounting, or a related major or equivalent professional experience is required.
  • Two or more years of experience in management consulting, investment banking, or corporate FP&A roles


  • Austin, United States 49 Financial Full time

    About 49  At 49 Financial, our mission is “Creating Community, Simplifying Lives.” Each person at 49 Financial believes in the idea that “Two are Better than One” and has seen how working together produces a better outcome. Our dedicated team of advisors strive to work collaboratively, simplifying the complex to help clients achieve their financial...


  • Austin, United States 49 Financial Full time

    About 49  At 49 Financial, our mission is “Creating Community, Simplifying Lives.” Each person at 49 Financial believes in the idea that “Two are Better than One” and has seen how working together produces a better outcome. Our dedicated team of advisors strive to work collaboratively, simplifying the complex to help clients achieve their financial...

  • Financial Planning

    4 weeks ago


    Austin, Texas, United States Ntirety, Inc Full time

    DescriptionNtirety, Inc, (Austin, TX) seeks Financial Planning & Analysis Manager as follows:Job Description: Provide FP&A and strategy support for CFO, lead critical enterprise-wide initiatives. Responsible for:Financial modeling, analysis & reports. Run point for tasks including: Design, develop, maintain & improve financial modeling reports and...


  • Austin, United States RVi Planning + Landscape Architecture Full time

    **Who We Are** Our purpose is to inspire people to be outside and engage in the community around them. As planners and landscape architects, we embrace every opportunity to advance this mission by creating memorable and engaging outdoor experiences. Founded in 1982, RVi is a leading national planning and design firm with offices located in TX, CO, AZ, FL,...

  • Financial Coach

    2 weeks ago


    Austin, United States Ark Financial Full time

    Job Title: Financial Coach About Ark Financial: Ark Financial Academy is dedicated to transforming lives through financial education and coaching. Rooted in Christian values, our mission is to guide first-generation entrepreneurs and business owners toward financial peace and purpose. Our Academy provides comprehensive training and resources to help clients...

  • Financial Coach

    2 weeks ago


    Austin, United States Ark Financial Full time

    Job DescriptionJob DescriptionJob Title: Financial CoachAbout Ark Financial:Ark Financial Academy is dedicated to transforming lives through financial education and coaching. Rooted in Christian values, our mission is to guide first-generation entrepreneurs and business owners toward financial peace and purpose. Our Academy provides comprehensive training...


  • Austin, United States RVi Planning + Landscape Architecture Full time

    Founded in 1982, RVi is a leading national planning and design firm with offices located in TX, AZ, CO, FL, GA, and NC and engaged in a broad range of project types including community planning and design, resorts, parks, academic, commercial, hospitality, and veterans cemeteries throughout the US. As a Planning Project Manager in the Austin office, you...


  • Austin, United States RVi Planning + Landscape Architecture Full time

    Founded in 1982, RVi is a leading national planning and design firm with offices located in TX, AZ, CO, FL, GA, and NC and engaged in a broad range of project types including community planning and design, resorts, parks, academic, commercial, hospitality, and veterans cemeteries throughout the US.As a Planning Project Manager in the Austin office, you will...

  • Financial Professional

    2 months ago


    Austin, United States Davis Family Financial Full time

    Job DescriptionJob DescriptionDavis Family Financial is a leading financial services firm dedicated to helping families and individuals achieve their financial goals. We provide a wide range of services including financial planning, investments, insurance, and retirement planning. Our team of experienced professionals is committed to providing personalized...


  • Austin, United States Davis Family Financial Full time

    Job DescriptionJob DescriptionDavis Family Financial is a leading financial services firm dedicated to helping families and individuals achieve their financial goals. We provide a wide range of services including financial planning, investments, insurance, and retirement planning. Our team of experienced professionals is committed to providing personalized...


  • Austin, United States Amherst Full time

    Amherst is revolutionizing the way U.S. real estate is priced, managed and financed in order to unlock opportunities for all market participants. Driven by data, analytics, and technology, Amherst has a 20-year history of anticipating where the next risks and opportunities are likely to emerge and designing actionable strategies for investors to capitalize...


  • Austin, United States The Ladders Full time

    About the Role: The Financial Planning and Reporting Analyst will analyze operational lead indicators to help predict future performance and to advise the CFO on financial strategy. This may involve working with senior management and across functions to ensure the accuracy and quality of the operational model and data. The Financial Planning and Reporting...


  • Austin, United States Roman Health Pharmacy LLC Full time

    Please Note: To conform with the United States Government Space Technology Export Regulations, the applicant must be a U.S. citizen, lawful permanent resident of the U.S., conditional resident, asylee or refugee (protected individuals as defined by 8 U.S.C. 1324b(a)(3)), or eligible to obtain the required authorizations from the U.S. Department of State. At...

  • Financial Planning

    4 weeks ago


    Austin, United States eMDs Full time

    Summary of Job Manager will lead the business planning process across all lines of business. Also responsible for preparing and supervising the preparation of the financial reporting and analysis. Essential Duties and Responsibilities Develop, implement and maintain an effective planning and analysis capability that will provide senior leadership with...


  • Austin, United States CesiumAstro Full time

    Please Note: To conform with the United States Government Space Technology Export Regulations, the applicant must be a U.S. citizen, lawful permanent resident of the U.S., conditional resident, asylee or refugee (protected individuals as defined by 8 U.S.C. 1324b(a)(3)), or eligible to obtain the required authorizations from the U.S. Department of State. At...


  • Austin, United States CesiumAstro Full time

    Please Note: To conform with the United States Government Space Technology Export Regulations, the applicant must be a U.S. citizen, lawful permanent resident of the U.S., conditional resident, asylee or refugee (protected individuals as defined by 8 U.S.C. 1324b(a)(3)), or eligible to obtain the required authorizations from the U.S. Department of State. At...


  • Austin, United States DJO Global Full time

    Job Description: At Enovis we sweat the little things. We embrace collaboration with our partners and patients, and we glory in the grind of scientific excellence - with the goal of transforming medical technology as we know it. Because that's how we change the lives of patients for the better. And that's how we create better together. Job Title: Director,...


  • Austin, United States Enovis Full time

    Job Description: At Enovis we sweat the little things. We embrace collaboration with our partners and patients, and we glory in the grind of scientific excellence - with the goal of transforming medical technology as we know it. Because that's how we change the lives of patients for the better. And that's how we create better together. Job Title: Director,...


  • Austin, United States Kestra Financial Independent Advisor Full time

    We are an experienced financial services team looking for an in-person team member to join us.  The Financial Planner Associate position is a client service position who reports to the Financial Professional and is critical to leveraging the FinPro’s time. This position utilizes excellent customer service and problem-solving skills to confidently provide...


  • Austin, United States Kestra Financial Independent Advisor Full time

    We are an experienced financial services team looking for an in-person team member to join us. The Financial Planner Associate position is a client service position who reports to the Financial Professional and is critical to leveraging the FinPro's time. This position utilizes excellent customer service and problem-solving skills to confidently provide...