Financial Planning Specialist
1 week ago
We are a venture-backed real estate lending start-up that offers innovative financial technology products. Our flagship Trade Up product enables consumers to buy their next home without a sale contingency before they've sold their current home.
We are looking for a high-potential Finance Analyst to help the company scale.
Key Responsibilities- Manage various Finance and Accounting workstreams, including budgeting, forecasting, pricing, supporting debt and equity fundraising, and driving other high priority financial analyses on an as needed basis.
- Work cross-functionally to develop actionable management and Board level reporting, improve forecasting accuracy, and drive business performance relative to the Financial Plan.
- Work closely with the executive team to research, plan, and execute on special projects, such as new product or market expansion initiatives.
- 2-5 years of professional experience, preferably in private equity, investment banking, consulting or corporate finance at high growth companies.
- High level of proficiency in Microsoft Excel and PowerPoint.
- Proven ability to work autonomously and deliver results independently.
- Competitive compensation, including equity options.
- PTO and Sick Time + 11 holidays to enjoy work / life balance.
- Comprehensive Medical, Dental, and Vision plans for you and dependents.
- Countless opportunities for career growth and professional development.
- Weekly happy hours and frequent team building activities.
Please note that you must reside in Austin or be willing to self-relocate and work 100% in the office.
-
Financial Planning and Analysis Director
4 weeks ago
Austin, Texas, United States Baxter Planning Full timeDirector of Financial Planning and AnalysisBaxter Planning is a rapidly growing software business focused on delivering innovative solutions in the service supply chain market. As a key member of our leadership team, the Director of Financial Planning and Analysis will play a pivotal role in shaping our financial strategy and partnering with the company to...
-
Tax Planning Specialist
4 days ago
Austin, Texas, United States REAP Financial Full timeWe are seeking a skilled Tax Planning Specialist to collaborate with our team of CPAs and provide exceptional tax preparation services to our clients. As a Tax Planning Specialist, you will be responsible for advising clients on tax optimization strategies and helping them make informed financial decisions to maximize their long-term savings. Your expertise...
-
Tax Planning Specialist
4 days ago
Austin, Texas, United States REAP Financial Full timeAt REAP Financial, we are seeking a highly skilled Tax Planning Specialist to join our team. As a key member of our operations team, you will play a critical role in ensuring the smooth day-to-day operations of our practice while providing exceptional customer service to our clients and prospects.Key Responsibilities: Serve as the liaison between tax...
-
Financial Planning Specialist
2 weeks ago
Austin, Texas, United States Avride Full timeFinancial AnalystWe are seeking a highly skilled and detail-oriented Financial Analyst to support our team at Avride. The ideal candidate will have a strong background in financial planning, analysis, and reporting, with a solid understanding of accounting standards and financial control.Key Responsibilities:Assist with budgeting and forecasting to ensure...
-
Financial Planning Analyst
2 months ago
Austin, Texas, United States DEPARTMENT OF AGRICULTURE Full timePosition Overview: The Department of Agriculture is seeking a dedicated Budget Management Specialist to join our team. This role is integral to our financial operations, ensuring that our budgeting processes are efficient and effective. Key Responsibilities: Conduct thorough analysis of budgetary data to support decision-making. Prepare detailed financial...
-
Financial Planning Specialist
2 weeks ago
Austin, Texas, United States Avride Full timeFinancial Analyst Job DescriptionWe are seeking a highly skilled Financial Analyst to support our team at Avride. The ideal candidate will have a strong background in financial planning, analysis, and reporting, with a solid understanding of accounting standards and financial control.Key Responsibilities:Assist with budgeting and forecasting to ensure...
-
Financial Planning and Analysis Specialist
2 weeks ago
Austin, Texas, United States Arctiq Full timeJob Title: FP&A AnalystArctiq is a leading provider of professional IT services and managed services, with a strong presence in the Enterprise Security, Modern Infrastructure, and Platform Engineering sectors. We are seeking a highly skilled and experienced FP&A Analyst to join our dynamic team.Key Responsibilities:Develop and maintain financial models to...
-
Financial Planning and Analysis Specialist
4 weeks ago
Austin, Texas, United States Selby Jennings Full timeFinancial Planning and Analysis Role at Selby JenningsSelby Jennings is partnering with a leading software development firm in the oil and gas industry to find a skilled Financial Planning and Analysis (FP&A) professional. This is an exciting opportunity to join a dynamic team and contribute to the company's growth and success.About the Role:The FP&A Analyst...
-
Financial Planning and Analysis Specialist
2 weeks ago
Austin, Texas, United States Selby Jennings Full timeFinancial Planning and Analysis RoleSelby Jennings is partnering with a leading software development firm in the oil and gas industry to find a skilled Financial Planning and Analysis (FP&A) professional. The ideal candidate will have a strong background in financial analysis, excellent communication skills, and the ability to work effectively with...
-
Financial Operations Coordinator
1 month ago
Austin, Texas, United States REAP Financial Full timeClient Service SpecialistAt REAP Financial Group, we're dedicated to empowering families to reimagine what matters most. As a Client Service Specialist, you'll play a vital role in ensuring the smooth day-to-day operations of our practice while providing exceptional customer service to our clients and prospects.Key Responsibilities:Process new business...
-
Financial Coach
3 weeks ago
Austin, Texas, United States Ark Financial Full timeAbout Ark Financial AcademyArk Financial Academy is a leading provider of financial education and coaching services, dedicated to empowering first-generation entrepreneurs and business owners to achieve financial peace and purpose. Our mission is rooted in Christian values, and we strive to guide our clients toward a deeper understanding of personal finance,...
-
Financial Coach
4 weeks ago
Austin, Texas, United States Ark Financial Full timeAbout the RoleWe are seeking a highly skilled Financial Coach to join our team at Ark Financial Academy. As a Financial Coach, you will play a critical role in helping first-generation entrepreneurs and business owners achieve financial peace and purpose.Key ResponsibilitiesDevelop and deliver customized financial roadmaps, including budgeting, debt...
-
Financial Coach
1 week ago
Austin, Texas, United States Ark Financial Full timeJob DescriptionAt Ark Financial Academy, we're dedicated to empowering first-generation entrepreneurs and business owners to achieve financial peace and purpose. As a Financial Coach, you'll play a vital role in guiding clients through our structured financial coaching programs, providing personalized guidance and education to help them master personal...
-
Financial Planning Manager
2 weeks ago
Austin, Texas, United States eMDs Full timeJob SummaryAs a Financial Planning Manager at eMDs, you will lead the business planning process across all lines of business, responsible for preparing and supervising the preparation of financial reporting and analysis. This role requires a strong analytical mindset, excellent communication skills, and the ability to organize and set priorities to meet...
-
Financial Planning Manager
2 weeks ago
Austin, Texas, United States eMDs Full timeJob SummaryWe are seeking a highly skilled Financial Planning Manager to lead our business planning process across all lines of business. As a key member of our finance team, you will be responsible for preparing and supervising the preparation of financial reporting and analysis.Key ResponsibilitiesDevelop and maintain an effective planning and analysis...
-
Financial Advisor
4 weeks ago
Austin, Texas, United States SNI Financial Full timeJoin SNI Financial as a Financial AdvisorSNI Financial has partnered with a leading Investment Management Firm in Austin, Texas to expand their team with a Financial Advisor. This is an exciting opportunity for a motivated and entrepreneurial individual to build a successful book of business and align custom investment solutions with clients to help them...
-
Financial Operations Specialist
1 week ago
Austin, Texas, United States Unity Technologies Full timeFinancial Operations SpecialistUnity Technologies is seeking a highly skilled Financial Operations Specialist to join our Central Non-Labor Team. As a key member of our team, you will play a critical role in streamlining non-labor expense management processes, ensuring accuracy and efficiency in financial reporting and analysis.Key...
-
Tax Liaison Specialist
4 days ago
Austin, Texas, United States REAP Financial Full timeJob Title: Tax Liaison SpecialistWe are seeking a highly skilled Tax Liaison Specialist to join our team at REAP Financial. As a Tax Liaison Specialist, you will play a critical role in streamlining clients' tax preparation experience by liaising between clients and our preferred CPAs.Key Responsibilities:Act as the liaison between clients and our tax...
-
Financial Operations Specialist
2 weeks ago
Austin, Texas, United States Intiva Health Full timeFinancial Operations SpecialistIntiva Health is seeking a highly skilled Financial Operations Specialist to join our team in Austin. This role will be responsible for managing all accounting procedures to ensure the overall financial health of the organization.Key Responsibilities:Manage all accounting procedures and processes, including maintaining...
-
Consumer Loan Sales Specialist
4 weeks ago
Austin, Texas, United States OneMain Financial Full timeJob Title: Consumer Loan Sales SpecialistAt OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a critical role in empowering customers to achieve their financial goals.Key Responsibilities:Deliver exceptional customer service and build strong relationships...