Financial Planning Strategist

4 weeks ago


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

We are seeking a highly motivated individual with a strong financial acumen to join our team as a Financial Planning Specialist. This is an exciting opportunity to be part of a forward-thinking organization and contribute to the planning, development, and implementation of financial strategies to ensure the company's long-term financial health.

Key Responsibilities:

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

Requirements:

1. Bachelor's degree in Finance, Accounting, or a related field
2. A minimum of 1 year of experience in accounting, financial planning, analysis, or a related role
3. Public Accounting experience is a plus
4. Proficient in spreadsheets, databases, MS Office, and financial software applications
5. Exceptional analytical and problem-solving skills with a keen attention to detail
6. Excellent communication and presentation skills, with the ability to explain complex financial concepts to non-financial stakeholders
7. Strong organizational skills with the ability to manage multiple projects and meet deadlines
8. High level of integrity and dependability with a strong sense of urgency and results-orientation

This is a great opportunity for someone wanting to shift from public accounting and into a finance role. 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.

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