Current jobs related to Financial Planning Specialist - Dallas, Texas - Sparks Group
-
Financial Planning Specialist
2 weeks ago
Dallas, Texas, United States Spectrum Financial Group Full timeJob OverviewSpectrum Financial Group is a leading financial services firm offering comprehensive investment advice to clients in all stages of life.Key ResponsibilitiesEvaluate clients' financial goals and objectivesConduct financial feasibility analyses and provide recommendationsDevelop and implement investment plans and strategiesBuild and maintain strong...
-
Financial Planning Specialist
2 weeks ago
Dallas, Texas, United States Talently Recruiting Full timeFinancial Planning Opportunity **About the Role** Talently Recruiting is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will provide comprehensive financial planning services to high and ultra-high-net-worth clientele. Your expertise will guide individuals and families on strategic asset...
-
Financial Planning Support Associate
2 weeks ago
Dallas, Texas, United States Cetera Financial Group Full timeAbout the RoleCetera Financial Group is seeking a highly skilled and detail-oriented Financial Planning Support Associate to join our team. As a key member of our financial services team, you will play a critical role in supporting our financial planning consultants and clients.Key ResponsibilitiesPrepare and review new account paperwork in a timely and...
-
Financial Planning and Analysis Specialist
2 weeks ago
Dallas, Texas, United States VetJobs Full timeJob DescriptionAvery Dennison Corporation is seeking a Financial Planning and Analysis Specialist to provide support to Solution's Group, a $280 Million manufacturing/sourcing division. The successful candidate will provide financial planning and analysis support, including annual operating plans and forecast processes, with regular reporting and ad-hoc...
-
Financial Planning and Analysis Specialist
2 weeks ago
Dallas, Texas, United States Avery Dennison Full timeJob SummaryAvery Dennison Corporation is seeking a skilled Financial Planning and Analysis Specialist to join its Solution's Group, a $280 Million manufacturing/sourcing division. The ideal candidate will provide financial planning and analysis support to the group, ensuring timely communication to the corporate FP&A teams.Key ResponsibilitiesCoordinate...
-
Financial Planning and Analysis Specialist
1 month ago
Dallas, Texas, United States California Bioenergy LLC Full timeJob OverviewCalifornia Bioenergy LLC is a leading producer of RNG (Renewable Natural Gas) from dairy manure. We work with dairies to capture methane, a potent greenhouse gas, that is currently released into the atmosphere and use it beneficially to reduce CO2e emissions.The Financial Planning and Analysis Specialist will support the organization in...
-
Financial Planning Support Associate I
2 weeks ago
Dallas, Texas, United States Cetera Financial Group Full timeAbout the RoleCetera Financial Group is seeking a highly skilled and detail-oriented Financial Planning Support Associate I to join our team. As a key member of our support team, you will play a critical role in ensuring the smooth operation of our financial planning services.Key ResponsibilitiesPrepare and review new account paperwork in an accurate and...
-
Financial Planning Specialist
4 weeks ago
Dallas, Texas, United States Talently Recruiting Full timeJob Title: Certified Financial PlannerJoin our team of experienced financial professionals at Talently Recruiting as we seek a skilled Certified Financial Planner to provide comprehensive financial planning services to high and ultra-high-net-worth clientele.About the OpportunityWe are an established and growing boutique independent wealth management firm...
-
Financial Planning Specialist
2 weeks ago
Dallas, Texas, United States Allied Health Agency Full timeJob OverviewAt Allied Health Agency, we are seeking a highly skilled Financial Analyst to play a pivotal role in evaluating the company's financial performance, analyzing financial data, and providing insights to support strategic decision-making.The ideal candidate will possess a strong analytical mindset, excellent communication skills, and the ability to...
-
Financial Planning and Analysis Manager
3 weeks ago
Dallas, Texas, United States Charger Logistics Inc Full time{"title": "FP&A Specialist", "description": "Join Our Team as a Financial Planning and Analysis SpecialistCharger Logistics Inc. is a world-class asset-based carrier with a strong presence across North America. With over 20 years of experience in providing top-notch logistics solutions, we have transformed into a world-class transport provider and continue...
-
Financial Planning Support Associate I
1 week ago
Dallas, Texas, United States Cetera Financial Group, Inc. Full timeJob DescriptionAt Cetera Financial Group, Inc., we are seeking a highly skilled and detail-oriented Financial Planning Support Associate I to join our team. As a key member of our financial services team, you will play a vital role in supporting our Financial Planning Consultants in delivering exceptional client service.Key Responsibilities:Prepare and...
-
Financial Planning Specialist
2 weeks ago
Dallas, Texas, United States Sparks Group Full timeJob DescriptionSparks Group is seeking a highly skilled Financial Analyst to join their team. As a Financial Analyst, you will be responsible for driving month-end close and forecast activities, including general ledger entries, revenue recognition, expense accruals, expense forecasting, and variance analysis.You will provide metrics and KPIs that improve...
-
Financial Planning Support Associate I
1 week ago
Dallas, Texas, United States Cetera Financial Group, Inc. Full timeJob SummaryCetera Financial Group, Inc. is seeking a Financial Planning Support Associate I to handle client inquiries and correspondence. This role will also prepare client review materials and reports.Key ResponsibilitiesAssist Financial Planning Consultants with client communication, including coordination of meetings and maintenance of account...
-
Financial Planning Specialist
2 weeks ago
Dallas, Texas, United States 2Bros Services Full timeWe are seeking a skilled financial professional to contribute to our company's growth. The ideal candidate will have experience analyzing financial data, developing profit-focused action plans, and providing data-driven insights to drive business performance.This role is a great opportunity for a motivated individual to work remotely and make a meaningful...
-
Dallas, Texas, United States Stellantis Financial Services US Full timeJob SummaryStellantis Financial Services US is seeking a highly skilled Chief Financial Planning and Analysis Officer to lead our financial planning and analysis team. As a key member of our leadership team, you will be responsible for creating, maintaining, and improving financial forecasts and annual budgets.Key Responsibilities:Lead a team of financial...
-
Dallas, Texas, United States Armanino Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning and Accounting Specialist to join our team at Armanino. As a key member of our CFO Advisory Services team, you will be responsible for providing technical expertise in financial planning and analysis, including forecasting, budgeting, and preparation of pro-forma financial...
-
Senior Financial Planning Specialist
2 weeks ago
Dallas, Texas, United States Helen of Troy Full timeFinancial Planning and Analysis Role at Helen of TroyThe Senior Financial Analyst will contribute to achieving the organization's short and long-term goals by providing financial planning, budgeting, forecasting, operational analysis, and focused ad-hoc analysis to support fact-based decision-making.Key Responsibilities:Develop and maintain financial models...
-
Financial Planning and Analysis Specialist
3 weeks ago
Dallas, Texas, United States California Bioenergy LLC Full timeJob OverviewCalifornia Bioenergy LLC is a leading producer of RNG (Renewable Natural Gas) from dairy manure. We work with dairies to capture methane, a potent greenhouse gas, that is currently released into the atmosphere and use it beneficially to reduce CO2e emissions.The Financial Planning Analyst will support the organization in budgeting, forecasting,...
-
Financial Planning and Analysis Specialist
2 weeks ago
Dallas, Texas, United States Telvero Full timeAbout the RoleWe are seeking a highly motivated and analytical FP&A Analyst to join our dynamic finance team at Telvero, a rapidly growing telecommunications company headquartered in the South.Key ResponsibilitiesAnalyze business unit performances to assess the effectiveness of various business initiatives, including M&A, and provide actionable insights to...
-
Financial Planning and Analysis Specialist
2 weeks ago
Dallas, Texas, United States Avery Dennison Full timeFinancial Planning and Analysis RoleAvery Dennison Corporation is seeking a skilled Financial Planning and Analysis (FP&A) professional to join our Solution's Group (Apparel) team. As a key member of our FP&A team, you will provide financial planning and analysis support to our $280 Million manufacturing/sourcing division.Responsibilities:Coordinate...
Financial Planning Specialist
2 months ago
Sparks Group is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial team, you will be responsible for driving month-end close and forecast activities, providing metrics and KPIs to improve operational efficiency, and analyzing financial information to inform business decisions.
Key Responsibilities- Financial Analysis: Drive month-end close and forecast activities, including general ledger entries, revenue recognition, expense accruals, expense forecasting, and variance analysis.
- Business Intelligence: Provide metrics and KPIs that improve key drivers of operations and enable effective management, decision-making, and execution.
- Financial Reporting: Compile and analyze financial information using various reporting tools.
- Financial Compliance: Analyze reports and accounts to ensure financial information has been accurately recorded.
- Trend Analysis: Identify trends and developments in business performance and report them to management.
- Strategic Planning: Perform analysis, financial planning, and provide recommendations to senior management to achieve strategic goals.
- Special Projects: Perform ad-hoc analysis to support strategy initiatives and special projects.
- Education: Bachelor's degree in Finance, Accounting, or related field.
- Experience: 3+ years of experience in financial analysis, business planning, or accounting.
- Technical Skills: Proficiency in Microsoft Office Suite and large ERP systems. Experience with consolidation applications such as Host Analytics and Business Intelligence Tools a plus.
- Soft Skills: Strong verbal and written communication, organizational, analytical, and interpersonal skills required. Self-starter with willingness to take initiative and follow through on projects.
Sparks Group is an equal opportunity employer. We value diversity and inclusion in the workplace and are committed to creating a welcoming environment for all employees.