Financial Planning Specialist

7 days ago


Boerne, Texas, United States Creative Financial Staffing Full time
Job Summary

We are seeking a highly skilled Financial Coordinator to join our team at Creative Financial Staffing. As a key member of our finance department, you will be responsible for leading the development and preparation of the annual budget, evaluating departmental budget submissions, and preparing comprehensive budget documents.

Key Responsibilities
  • Financial Planning: Develop and prepare the annual budget, aligning with relevant government codes and regulations.
  • Budget Analysis: Evaluate departmental budget submissions, providing recommendations for revenue projections and resource utilization.
  • Financial Reporting: Prepare comprehensive budget documents, presentations, and reports for review and approval.
  • Financial Monitoring: Monitor budget execution throughout the fiscal year, providing regular updates and analysis to senior management.
  • Financial Modeling: Develop and maintain financial models to track project expenses and ensure adherence to budget constraints.
  • Financial Analysis: Conduct financial analysis to support decision-making related to budgeting, capital investments, and long-term financial planning.
Requirements
  • Education: Bachelor's degree in Accounting or Finance from an accredited institution.
  • Skills: Proficiency in financial modeling, analysis, and budget management, as well as strong understanding of generally accepted accounting principles and procedures.
  • Software: Proficiency in Microsoft Excel and financial modeling techniques.
Company Benefits
  • Comprehensive Benefits Package: Including 100% paid medical, dental, and vision.
  • Short and Long-Term Disability Coverage: Along with a $25,000 life insurance policy.
  • Generous Pension Contribution: With 5-year vesting, paid vacation, sick days, and holidays.
  • Excellent Work-Life Balance: With two weeks of paid family leave, language pay, and a commitment to community service.


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