Financial Planning Specialist

4 days ago


Plano, Texas, United States Jobot Full time
Financial Planning Specialist

We are seeking a highly motivated and detail-oriented Financial Planning Specialist to join our team at Jobot. As a key member of our finance team, you will be responsible for developing and implementing financial strategies that align with our company's overall business objectives.

Key Responsibilities:

  • Develop and implement financial strategies and plans that align with the company's overall business objectives
  • Prepare accurate and timely financial reports and projections to assist in decision-making
  • Analyze financial data and variances to identify trends, anomalies, and opportunities for improvement
  • Create comprehensive bi-annual business plans, including financial forecasts and budget proposals
  • Lead the budgeting and forecasting process, ensuring accuracy and compliance with company standards and financial regulations
  • Collaborate with various departments to gather and analyze financial data, and provide financial guidance and recommendations
  • Continually monitor and evaluate the company's financial performance, providing insights and recommendations to optimize financial health
  • Develop and maintain financial models and analyses to support strategic initiatives

Requirements:

  • Bachelor's degree in Finance, Accounting, or a related field
  • A minimum of 1 year of experience in accounting, financial planning, analysis, or a related role
  • Public Accounting experience is a plus
  • Proficient in spreadsheets, databases, MS Office, and financial software applications
  • Exceptional analytical and problem-solving skills with a keen attention to detail
  • Excellent communication and presentation skills, with the ability to explain complex financial concepts to non-financial stakeholders
  • Strong organizational skills with the ability to manage multiple projects and meet deadlines
  • 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. Please submit your resume and a cover letter outlining your experience and qualifications for this role.



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