Current jobs related to Financial Planning Specialist - Houston, Texas - Stewart


  • Houston, Texas, United States Corebridge Financial Full time

    At Corebridge Financial, we're dedicated to helping individuals plan for a secure retirement and achieve their long-term financial goals.We're seeking a skilled Financial Advisor to join our team and provide personalized financial planning services to our customers and their families.As a Financial Advisor, you'll meet with existing and prospective clients...


  • Houston, Texas, United States Creative Financial Staffing Full time

    Our client, a leading oil and gas company, is seeking a highly skilled Financial Planning and Analysis Specialist to join their team. This role involves gathering data and producing monthly, quarterly, and long-range forecasts. The ideal candidate will have strong analytical and problem-solving abilities, along with proficiency in Microsoft Excel.Key...


  • Houston, Texas, United States Amot Controls Full time

    Job Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team at Amot Controls. As a key member of our finance department, you will play a critical role in developing and implementing financial plans, policies, and procedures that drive business growth and success.Key Responsibilities:Financial...


  • Houston, Texas, United States Corebridge Financial Full time

    We're passionate about helping our customers achieve their financial goals.At Corebridge Financial, we're dedicated to providing a personalized retirement and financial planning experience for our customers and their families.We're seeking a Financial Advisor to join our team and help us deliver exceptional service to our clients.The ideal candidate will...

  • Financial Specialist

    3 weeks ago


    Houston, Texas, United States Creative Financial Staffing Full time

    Financial SpecialistAbout the Opportunity:Our client is a full-service multi-family investment, construction and property management firm serving a wide variety of investors and organizations.This well-established firm has been in business for over 30 years and it's their mission to provide personalized service to ensure the success of every community.Key...


  • Houston, Texas, United States Creative Financial Staffing Full time

    At Creative Financial Staffing, we are seeking a skilled Senior Financial Planning Analyst to contribute to the success of our oil and gas client. This role involves gathering data and producing monthly, quarterly, and long-range forecasts. The ideal candidate will have strong analytical and problem-solving abilities, along with proficiency in Microsoft...


  • Houston, Texas, United States DPDHL Full time

    Financial Planning and Analysis RoleDHL is committed to maintaining an environment that empowers every team member to make the greatest possible impact on our business. Our culture is about personal commitment – to our business, to each other and to our global communities. As a Financial Planning and Analysis Specialist, you will play a key role in...


  • Houston, Texas, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment services to our clients. Our team-based approach and commitment to personalized service have earned us a reputation as a trusted partner in achieving our clients' financial goals.We are...


  • Houston, Texas, United States Lead Dog Recruiting Full time

    Financial Planning and Analysis RoleThe Senior Financial Planning and Analysis Specialist will report to the Senior FP&A Analyst on the following:Key Responsibilities:Report our resultsForecast our futureCreate valueAbout You:We are seeking a highly motivated individual who will strive to implement new ideas, methods, and technologies to better meet the...


  • Houston, Texas, United States New York Life Full time

    Role OverviewNew York Life is seeking a skilled Financial Advisor to join our team in Houston, TX. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals.Key ResponsibilitiesBuild and maintain strong relationships with individuals, families, and businesses to understand their financial objectives and create...


  • Houston, Texas, United States The Fitzpatrick Group Full time

    Are you passionate about empowering individuals to take control of their financial futures? At The Fitzpatrick Group, we're transforming the financial services landscape by providing transparent, no-nonsense financial education and advice. Our innovative approach challenges outdated industry norms and helps clients navigate through the noise to achieve real...


  • Houston, Texas, United States Crestmont Private Wealth Full time

    Crestmont Private Wealth is seeking a highly skilled Certified Financial Planner (CFP) to join our team. As a key member of our team, you will be responsible for delivering client-centric service and contributing to our mission-led, core values-focused firm.Responsibilities: Provide financial planning services to clients Develop and maintain strong...


  • Houston, Texas, United States Quantix Full time

    The Financial Analyst at Quantix plays a pivotal role in supporting the company's growth and effective management. This position is responsible for providing comprehensive financial support to various departments, ensuring timely and accurate financial analysis and reporting.Key Responsibilities:Assist in financial analysis and reporting for all company...


  • Houston, Texas, United States Eldercare Resource Planning Full time

    About the RoleWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Eldercare Resource Planning. As a Sales Associate, you will play a critical role in providing exceptional customer experiences and driving revenue growth for our company.Key ResponsibilitiesBuild and maintain strong relationships with customers to...


  • Houston, Texas, United States System One Full time

    Job Title: FP&A Analyst/Senior Analyst Location: Houston, TX Duration: Direct HirePosition Summary: System One is seeking a skilled FP&A Analyst to join our Financial Planning & Analysis team. This role will report directly to the FP&A Manager and work closely with senior/executive leaders to provide insightful financial analysis and support for business...


  • Houston, Texas, United States NorthPoint Search Group Inc Full time

    FP&A Analyst - Private EquityJoin NorthPoint Search Group Inc as a key member of our team and take on the challenge of driving business growth and improvement through data-driven insights.Key Responsibilities:Develop and analyze complex financial models to inform business decisions.Provide timely and accurate financial reporting and analysis to support...


  • Houston, Texas, United States System One Holdings, LLC Full time

    Job Title: FP&A Analyst/Senior AnalystLocation: Houston, TXDuration: Direct HirePosition Summary:The Financial Planning and Analysis (FP&A) team is seeking a highly motivated and detail-oriented FP&A Analyst to join their team. As an FP&A Analyst, you will play a critical role in providing financial analysis and support to business operations across all...


  • Houston, Texas, United States System One Full time

    Job Title:FP&A Analyst/Senior AnalystSystem One is seeking a highly skilled FP&A Analyst to join our team. The ideal candidate will have a strong analytical mindset, attention to detail, and the ability to translate complex data into actionable insights.Key Responsibilities:Provide insightful financial analysis and support for business operations across all...


  • Houston, Texas, United States Jobot Full time

    Exciting Opportunity for a Senior Financial AnalystThis is an exciting opportunity for a motivated and experienced Senior Financial Analyst to join our dynamic team at Jobot. As a key member of our finance team, you will be responsible for driving financial planning, forecasting, reporting, and decision analysis. You will work in a fast-paced, high-energy...


  • Houston, Texas, United States Cotton Holdings Full time

    FP&A Analyst Job DescriptionCotton Holdings, Inc. is a diversified holding company seeking a highly skilled FP&A Analyst to join its team. As a key member of the finance department, this individual will play a critical role in supporting the company's strategic planning and decision-making processes.Key Responsibilities:Develop and maintain reporting models,...

Financial Planning Specialist

2 months ago


Houston, Texas, United States Stewart Full time
Financial Planning and Analysis Role

Stewart is seeking a highly motivated and detail-oriented Financial Planning and Analysis professional to join our Office of the CFO. As a key member of our team, you will play a critical role in supporting financial planning and analysis for our Corporate service centers.

Key Responsibilities
  • Drive the budget, forecasting, and reporting process, and perform data analysis to inform strategic decision-making.
  • Collaborate with service centers and accounting functions to ensure seamless financial operations.
  • Identify business risks and opportunities, and develop process improvements to enhance financial performance.
  • Develop and maintain financial models, forecasts, and reports to support business decisions.
  • Work closely with management to ensure compliance with financial policies, professional standards, and laws.
Requirements
  • Bachelor's degree in Finance, Accounting, Economics, or Industrial Engineering.
  • 0-2 years of related work experience, with a preference for candidates with previous internship experience.
  • Advanced MS Excel skills, with experience in statistical analysis and data visualization.

Stewart is an Equal Employment Opportunity Employer and is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you have a disability and need assistance or an accommodation in the application process, please contact us by email.