- FREEMAN (Dallas, TX)
- …to track SG&A trends, variances, and key performance indicators (KPIs) + Leverage financial planning tools (eg, Hyperion, Anaplan, Workday Adaptive Planning ) ... data and documentation + Drive process improvements and automation within financial reporting, planning , and analysis workflows + Develop business cases… more
- System One (San Antonio, TX)
- …The Marketing Budgeting Coordinator plays a key role in managing the company's financial planning and analysis activities. This position is responsible for ... to both finance and non-finance stakeholders. The function is part of the Financial Planning and Analysis unit, a critical part of Brand Marketing and an… more
- Honeywell (Houston, TX)
- …on data driven insights + Manage budgeting and forecasting processes to ensure accurate financial planning + Monitor and report on key performance indicators to ... you will play a pivotal role in shaping the financial strategy and success of our company. You will...Responsibilities** + Lead and oversee the business analysis and planning function, driving strategic planning and analysis… more
- US Bank (Houston, TX)
- …and applicable state insurance license Preferred Qualifications + Extensive knowledge in financial planning , including but not limited to goals-based planning ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...The Wealth Management Advisor position is the investment, investment planning , and insurance products lead on the Wealth Management… more
- Lockheed Martin (Fort Worth, TX)
- …portfolios mentioned above as well as interacting with leadership of the Program Finance, Planning and Scheduling, and Financial Planning and Analysis Teams ... financial compliance * Business strategy development and execution * Financial Planning and Analysis skills * Experience managing discretionary resources… more
- Deloitte (Dallas, TX)
- …consulting services to clients, focusing on the implementation and optimization of Financial Planning & Analysis (FP&A) systems. This role involves working ... software for clients. Best Practices: Design and implement best practices for financial planning , budgeting, forecasting, and reporting; generate regular and… more
- Robert Half Finance & Accounting (Dallas, TX)
- …We are looking for a skilled and strategic Director of Finance to lead financial planning , analysis, and reporting efforts for our organization. Based in Dallas, ... critical investment decisions. * Lead and mentor a team of financial planning and analysis professionals, fostering an environment focused on collaboration and… more
- Kestra Financial (Cypress, TX)
- …including managing client needs regarding service, asset allocation, case design, and financial planning + Consult with clients on investment strategies based ... advice and participate in client reviews + Manage data in financial planning software-Emoney + Responsible for client meeting preparation and follow-up,… more
- Bank of America (San Antonio, TX)
- …and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. This ... Client Solutions Advisory + Financial Analysis + Financial Forecasting and Modeling + Wealth Planning **Required Qualifications:** + Series 7, 63/65 or 66 or… more
- USAA (San Antonio, TX)
- …simplify complex information for senior stakeholders. + Demonstrated expertise in supporting financial planning and forecasting cycles for Talent and Learning ... USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… more