Senior Financial Planning Analyst

2 weeks ago


Fort Worth, Texas, United States Vertex Limited Full time
Overview

Vertex Limited is a leading organization that focuses on innovative solutions for the integration of physical and digital systems. With a rich history and a dedicated workforce, we are committed to enhancing operational efficiency and security.

We are currently seeking a Senior Financial Planning Analyst who will work on-site. The ideal candidate should possess excellent communication abilities and be adept at managing multiple responsibilities.

In this position, you will take charge of program budget formulation, project expense monitoring, variance assessments, and financial projections. Establishing positive relationships with team members and management will be crucial for success.

Key Responsibilities

Role Description

As a Senior Financial Planning Analyst, your duties will include compiling and reviewing financial plans, preparing budgetary documents, analyzing financial trends, and ensuring effective financial management. You will also supervise Accounts Payable operations under the guidance of the Fiscal Manager.

What You Will Do:

Primary Duties:
  • Guarantee precise financial reporting in alignment with applicable policies
  • Lead and mentor the Accounts Payable team
  • Develop and report budgets to facilitate program planning
  • Examine financial data to document transactions and generate reports
  • Create cost forecasts and conduct variance evaluations
  • Validate vendor invoices and manage payment processes
  • Ensure adherence to company policies and ethical standards
Qualifications
  • Essential Qualifications
Education:
  • Degree not mandatory
Experience:
  • At least five (5) years of financial experience
  • Minimum one (1) year of leadership experience
Additional Requirements:
  • Department of Justice (DOJ) Security Clearance required
  • U.S. Citizenship required
Preferred Qualifications:
Experience:
  • Background in budget formulation and analysis
  • Understanding of accounting and budgetary principles
  • Familiarity with financial regulations
Skills & Technologies Utilized
  • Analytical Thinking & Problem Solving:
    Possess strong analytical and interpersonal skills
    Exhibit effective problem-solving and organizational capabilities
  • Business Partner/Effective Communicator:
    Demonstrate strong communication skills
    Customer service-oriented
    Ability to lead projects
  • Software:
    Concur
    SAP
    Microsoft Office Suite
What We Offer
At Vertex Limited, we provide competitive total reward offerings. Employee benefits encompass healthcare coverage, life insurance, retirement plans, paid time off, and more.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

  • Fort Worth, Texas, United States RATP Dev USA Full time

    Company OverviewRATP Dev USA is dedicated to shaping the future of transit, connecting communities, and enhancing the lives of those we serve. We believe in fostering a culture where every team member feels valued and heard.Position SummaryWe are in search of a skilled and driven individual for the role of Senior Financial Analyst, reporting directly to the...


  • Fort Worth, Texas, United States RATP Dev USA Full time

    Company OverviewRATP Dev USA is dedicated to shaping the future of transit, connecting communities and enhancing mobility. We believe in the power of collaboration and the importance of a supportive work environment.Position SummaryWe are in search of a dynamic and skilled individual for the role of Senior Financial Analyst, reporting directly to the...


  • Fort Worth, Texas, United States The Ladders Full time

    Position Overview:The Manager of Financial Planning and Analysis serves as a vital strategic partner, reporting directly to the Controller. This role is essential in developing and maintaining key support for senior leadership. The focus will be on designing and implementing financial tools, reporting frameworks, business modeling, and financial planning...


  • Fort Worth, Texas, United States GM Financial Full time

    About the RoleThe Financial Analyst II Asset Liability Management (ALM) will be responsible for Interest Rate Risk (IRR) modeling and analysis to support the development of the ALM function. This role is critical to developing and executing the ALM model and processes, as well as performing quantitative analysis of the company's balance sheet and...


  • Fort Worth, Texas, United States RingCentral Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our Finance team at RingCentral. As a key member of our General and Administrative (G&A) Finance team, you will play a critical role in supporting world-class financial forecasting, planning, reporting, and analysis.ResponsibilitiesPartner closely with leadership teams across...


  • Fort Worth, Texas, United States Lockheed Martin Corporation Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our team at Lockheed Martin Corporation. As a key member of our Integrated Fighter Group (IFG) Program Cost Analysis Team, you will play a critical role in preparing and analyzing financial data, communicating key drivers and financial impacts to stakeholders, and supporting...


  • Fort Worth, Texas, United States RATP Dev USA Full time

    Job SummaryRATP Dev USA is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance department, you will be responsible for driving business insights and strategic planning initiatives.Key ResponsibilitiesFinancial Planning and Analysis: Develop and maintain financial models, forecasts, and budgets to inform business...


  • Fort Worth, Texas, United States RATP Dev USA Full time

    Company OverviewRATP Dev USA is committed to shaping the future of transit. We believe in connecting communities and making distances feel shorter.Position SummaryWe are looking for a dedicated and skilled individual to join our team as a Senior Financial Analyst. This role reports directly to the Corporate Controller and is based in our Fort Worth, Texas...


  • Fort Worth, Texas, United States GM Financial Full time

    About the RoleWe are seeking a highly skilled Senior Quantitative Analyst to join our team at GM Financial. As a key member of our Economic Risk and Residual Management team, you will play a critical role in helping decision makers navigate economic risks and manage the lease portfolio lifecycle.Key ResponsibilitiesAssist in the design, development,...


  • Fort Worth, Texas, United States University of Texas System Full time

    FLSA Status:ExemptSalary:Compensation based on experienceHours per Week:40.00, standard hours from 8:00 AM to 5:00 PMDepartment:Office of Shared Information ServicesApplication Requirements:Submission of a resume is mandatory for application. Candidates under final consideration will also need to provide professional references, academic credentials, and...


  • Fort Worth, Texas, United States RingCentral Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our Finance team at RingCentral. As a key member of our General and Administrative (G&A) Finance team, you will play a critical role in supporting world-class financial forecasting, planning, reporting, and analysis.ResponsibilitiesPartner closely with leadership teams across...


  • Fort Worth, Texas, United States Lockheed Martin Corporation Full time

    Position Overview:At Lockheed Martin Corporation, we are seeking a dedicated professional to take on the role of a Staff Finance Analyst. This position is pivotal in overseeing the daily operations of ADP Program Finance activities. Key Responsibilities:This role encompasses a variety of program finance functions, including:1. Establishing and managing...


  • Fort Worth, Texas, United States Lockheed Martin Corporation Full time

    Position Overview:At Lockheed Martin, we are seeking a dedicated Staff Finance Analyst to manage the daily operations of our ADP Program Finance activities. This role encompasses a variety of program finance responsibilities, including:Establishing and managing Performance Measurement Baselines independently.Conducting thorough analysis and reconciliation of...


  • Fort Worth, Texas, United States Vertex Limited Full time

    Company Overview:Vertex Limited is a global leader in providing innovative solutions that seamlessly integrate physical and digital infrastructures. With over a century of experience, we are committed to enhancing security, optimizing logistics, and improving operational readiness. Our extensive workforce collaborates with clients worldwide to address...


  • Fort Worth, Texas, United States University of North Texas System Full time

    Position Title: Senior Budget AnalystClassification: Senior Budget AnalystLocation: University of North Texas - Health Science CenterDivision: HSC-Division of Research & InnovationDepartment: HSC-Institute for Health DisparitiesSalary: Commensurate with experienceRetirement Eligibility: TRS EligibleAbout the University:The University of North Texas System is...


  • Fort Worth, Texas, United States Vertex Limited Full time

    Position Overview:Vertex Limited is dedicated to developing innovative solutions that seamlessly integrate both physical and digital infrastructures. With a legacy of over a century in mission support, we are committed to enhancing security, optimizing logistics, and improving operational readiness. Our organization, valued at $3.9 billion and comprising...


  • Fort Worth, Texas, United States Lockheed Martin Corporation Full time

    Position Overview:We are Lockheed Martin Corporation.This role entails overseeing the daily operations of ADP Program Finance tasks. The selected candidate will engage in various program finance activities, demonstrating the capability to independently establish and manage Performance Measurement Baselines, conduct thorough analysis and reconciliation of...


  • Fort Worth, Texas, United States Lockheed Martin Corporation Full time

    Company Overview:We are Lockheed Martin, a leader in aerospace and defense.Position Summary:This role is integral to the daily management of Program Finance activities associated with ADP. The successful candidate will engage in various program finance functions, demonstrating independence in establishing and managing Performance Measurement Baselines,...


  • Fort Worth, Texas, United States Lockheed Martin Corporation Full time

    Job ID: 669409BR Program: ADP Position Overview: We are Lockheed Martin Corporation. This role entails overseeing the daily operations of the ADP Program Finance initiatives. The selected candidate will engage in various program finance responsibilities, demonstrating the capability to independently establish and manage Performance Measurement Baselines,...


  • Fort Worth, Texas, United States University of North Texas System Full time

    Position Title: Senior Budget AnalystClassification: Senior Budget AnalystLocation: University of North Texas - Health Science CenterDivision: HSC-Division of Research & InnovationDepartment: HSC-Institute for Health DisparitiesSalary: Commensurate with experienceEmployment Type: Full-TimeRetirement Eligibility: TRS EligibleAbout the University:Welcome to...