Financial Planning
1 month ago
Financial Planning & Analysis
Company Overview: Join a leading company in the restaurant industry located in East Austin that is committed to enhancing its digital presence and improving customer engagement. We offer a dynamic work environment with a hybrid schedule and are looking to fill this position quickly.
Job Description: We are seeking a highly skilled Workday Adaptive Administrator/Specialist to join our team. The ideal candidate will be responsible for managing and maintaining our Workday Adaptive Planning system, ensuring data accuracy, and supporting various financial planning and reporting activities.
Key Responsibilities:
Load transactions from our ERP system to Adaptive.
Set up and maintain user profiles, periodically updating permissions.
Manage data within spreadsheets and reports.
Create new reports as needed.
Keep records and reports current.
Assist in maintaining the budget and forecast plan.
Oversee the month-end closing process in Workday Adaptive.
Update Standard Operating Procedures (SOP), manuals, and training materials.
Develop new process flows for the operations team.
Support budget owners with inquiries regarding month-end reports and budget/forecast.
Build staff, revenue, and other required models in Adaptive.
Develop KPI dashboards (e.g., headcount, volume, leasing, work orders, rewards).
Address technical issues within your area of expertise.
Maintain and oversee the development of data integrations.
Qualifications:
Bachelor's degree in accounting, finance, business, or a related field.
Minimum 3-5 years of hands-on experience with Workday Adaptive Planning and Workday Financials.
Proficiency in configuring Workday modules and managing system integrations with Salesforce and other applications.
Strong understanding of financial planning, budgeting, forecasting, and reporting processes.
High proficiency in Microsoft Excel, including experience in formula building and modeling.
Strong organizational skills, including effective time management and prioritization of competing demands and multiple deadlines.
Detail-oriented, specifically in relation to compiling financial data and understanding complex modeling/forecasting across multiple entities and departments.
Self-starter with the ability to work independently with minimal oversight.
Excellent interpersonal, written, and verbal communication skills.
Proven ability to lead projects, manage timelines, and deliver results.
Excellent analytical, problem-solving, and interpersonal skills; ability to work collaboratively with cross-functional teams.
Pay Details: $90,000.00 to $95,000.00 per year
Search managed by: Crystal Molis
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
-
Financial Planning Specialist
7 days ago
Austin, Texas, United States SKYLINE WEALTH STRATEGIES, LLC Full timeJob DescriptionWe are seeking an experienced Financial Planning Specialist to join our team at Skyline Wealth Strategies, LLC. The ideal candidate will have a strong background in finance, excellent communication skills, and the ability to build trust with clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients.Collaborate...
-
Financial Planning Strategist
2 weeks ago
Austin, Texas, United States StevenDouglas Full timeStevenDouglas is seeking a Director of Financial Planning and Analysis to lead our finance function in Austin, Texas.The ideal candidate will have 10+ years of experience in Corporate Finance Roles, with a proven track record of driving operational excellence in high-growth tech companies. A Bachelor's degree in Business Management or Finance concentration;...
-
Financial Planning Specialist
6 days ago
Austin, Texas, United States PathStone Full timeCompany Overview:Pathstone is a leading wealth management firm serving ultra-high net worth families, single family offices, and foundations. Our comprehensive services include investment advice, tax planning, insurance, and philanthropy.We have 20+ office locations and over $100 billion in assets under advisement. As a Certified B Corporation, we prioritize...
-
Financial Consultant
1 week ago
Austin, Texas, United States Gridiron Financial Full timeUnlock Your Earning PotentialYou are a motivated sales professional looking to advance your career and earn a substantial income in a dynamic industry. We offer an exciting opportunity to join Gridiron Financial, a reputable company with a strong reputation for helping families and businesses navigate unexpected financial challenges. As a Sales...
-
Financial Analyst, Financial Planning
2 days ago
Austin, United States Advanced Micro Devices , Inc. Full timeWHAT YOU DO AT AMD CHANGES EVERYTHING We care deeply about transforming lives with AMD technology to enrich our industry, our communities, and the world. Our mission is to build great products that accelerate next-generation computing experiences - the building blocks for the data center, artificial intelligence, PCs, gaming and embedded. Underpinning our...
-
Chief Financial Planning Officer
2 weeks ago
Austin, Texas, United States Giant Noise Partners, LLC Full timeAbout the RoleThe Senior Financial Operations Manager position at Giant Noise Partners, LLC involves overseeing all financial operations, developing and implementing financial plans, and leading the finance team. This role requires 10+ years of experience in PR, advertising, or related professional services organizations, preferably with a Master's in...
-
Executive Director of Financial Planning
1 week ago
Austin, Texas, United States Healthtronics Full timeWe are looking for a highly skilled Financial Expert to join our team at Healthtronics. As a key member of our Executive Leadership Team, you will play a critical role in driving our financial strategy and operations.Salary:$120,000 - $180,000 per year, depending on experience.Job Description:The Chief Financial Officer will be responsible for managing our...
-
Financial Coach Expert
3 weeks ago
Austin, Texas, United States Ark Financial Full time**Company Overview**Ark Financial Academy is dedicated to transforming lives through financial education and coaching, rooted in Christian values. Our mission is to guide first-generation entrepreneurs and business owners toward financial peace and purpose.We provide comprehensive training and resources to help clients master personal finance, from budgeting...
-
Financial Planning and Analysis Lead
7 days ago
Austin, Texas, United States Stack Overflow Full timeAbout the RoleThe Senior Manager, FP&A will be responsible for managing financial planning and ongoing reporting processes, including the annual budget, quarterly forecast cycle, and three-year financial plan. The successful candidate will have a proven track record of analyzing complex financial data and developing comprehensive cash flow forecasts.
-
Director of Financial Planning and Analysis
3 weeks ago
Austin, United States StevenDouglas Full timeStevenDouglas has been exclusively engaged on a Director of FP&A career opportunity in Austin, Texas.This is a unique opportunity to be on the front lines of the Finance function working directly for the CFO. The Director, Financial Planning & Analysis (FP&A) will be an integral member of our leadership team, partnering with Finance and Executive Leadership...
-
Director of Financial Planning and Analysis
5 days ago
Austin, United States StevenDouglas Full timeStevenDouglas has been exclusively engaged on a Director of FP&A career opportunity in Austin, Texas.This is a unique opportunity to be on the front lines of the Finance function working directly for the CFO. The Director, Financial Planning & Analysis (FP&A) will be an integral member of our leadership team, partnering with Finance and Executive Leadership...
-
Corporate Financial Planning Lead
3 weeks ago
Austin, Texas, United States ExtendMyTeam Full timeAbout the RoleWe are seeking a Senior Director, Finance to join our team at ExtendMyTeam. As a key member of our leadership team, you will be responsible for driving corporate-level forecasting and reporting for our Real Estate Investment Management and Services Platform (OPCO) and Real Estate Investments Portfolio (PROPCO).Responsibilities- Develop and...
-
Strategic Financial Planning Specialist
2 weeks ago
Austin, Texas, United States Disability Solutions Full timeRole Summary:We are seeking a skilled Strategic Financial Planning Specialist to join our team at Bank of America. In this critical role, you will be responsible for providing expert financial planning advice to clients, helping them achieve their short and long-term goals. As a seasoned professional, you will leverage your knowledge of investment products...
-
Financial Planning and Analysis Specialist
2 weeks ago
Austin, Texas, United States The Dignify Solutions LLC Full timeAbout Us: The Dignify Solutions LLC is a leading provider of business analytics, modeling, and planning solutions. We help our clients achieve their strategic goals by providing expert advice and guidance on data integration, financial modeling, and more.Job Description: As a Financial Planning and Analysis Specialist at The Dignify Solutions LLC, you will...
-
Financial Planning Specialist
1 week ago
Austin, Texas, United States LeafHouse Full time**About LeafHouse**We specialize in creating investment solutions for retirement plans, including investment fiduciary services, manufacturing investment vehicles, automated personalized portfolio programs, automatic rollovers, and enterprise technology solutions.Job Description:We are seeking a skilled Investment Analyst to join our dynamic team at...
-
Director of Financial Planning and Analysis
6 days ago
Austin, United States Recurrent Energy Full timeCompany SummaryRecurrent Energy is a wholly owned subsidiary of Canadian Solar Inc. and is one of the world's largest and most geographically diversified utility-scale solar and energy storage project development, ownership, and O&M platforms. Recurrent Energy is focused on bringing low-cost clean energy and meaningful economic development to communities...
-
Director of Financial Planning and Analysis
5 days ago
Austin, United States Recurrent Energy Full timeCompany SummaryRecurrent Energy is a wholly owned subsidiary of Canadian Solar Inc. and is one of the world's largest and most geographically diversified utility-scale solar and energy storage project development, ownership, and O&M platforms. Recurrent Energy is focused on bringing low-cost clean energy and meaningful economic development to communities...
-
Senior Financial Planning Specialist
6 days ago
Austin, Texas, United States Principal Service Solutions Full timeAbout UsPrincipal Service Solutions is a leading technical workforce provider entrusted to safeguard the quality of operations at companies large and small. We help high-tech companies transform the way they work by creating innovative solutions that drive efficiency and unleash the power of the high-tech workforce around the world.Salary and BenefitsThe...
-
Austin, Texas, United States Arctiq Full timeAbout the Job DescriptionThis role involves assisting in the development and maintenance of financial models to support budgeting, forecasting, and long-term strategic planning. You will analyze financial data, trends, and performance metrics to provide actionable insights and recommendations to senior management.You will also assist in the preparation of...
-
austin, United States StevenDouglas Full timeStevenDouglas has been exclusively engaged on a Director of FP&A career opportunity in Austin, Texas.This is a unique opportunity to be on the front lines of the Finance function working directly for the CFO. The Director, Financial Planning & Analysis (FP&A) will be an integral member of our leadership team, partnering with Finance and Executive Leadership...