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Financial planning and analysis Jobs in Plano, TX

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Financial planning and analysis • plano tx

Last updated: 1 day ago
Senior Manager, Financial Planning & Analysis (FP&A)

Senior Manager, Financial Planning & Analysis (FP&A)

Monet BankPlano, TX, US
Full-time
This position with partner closely with the Chief Accounting Officer and other members of leadership to ensure financial accuracy during the investor-readiness process and beyond.The ideal candidat...Show moreLast updated: 30+ days ago
Financial Planning Manager

Financial Planning Manager

Yum! BrandsPlano, TX, United States
Full-time
The Financial Planning Manager is responsible for leading the financial global finance planning and budgeting.This person will serve as a key business thought partner to the Business Market Unit pl...Show moreLast updated: 30+ days ago
  • Promoted
Financial Planning & Analysis (FP&A) Analyst Technology

Financial Planning & Analysis (FP&A) Analyst Technology

ArtechPlano, TX, US
Full-time
Finance-Business Operations Hybrid Role.A finance-business operations hybrid role where you're responsible for tracking, forecasting, analyzing, and communicating the financial health of tech initi...Show moreLast updated: 30+ days ago
  • Promoted
Senior Financial Planning Analyst

Senior Financial Planning Analyst

CompuGroup MedicalRichardson, TX, US
Full-time
Create the Future of E-health Together with Us by Becoming a Senior Financial Planning Analyst.At CompuGroup Medical we have the mission of building ground-breaking solutions for digital healthcare...Show moreLast updated: 30+ days ago
Sr Analyst, NCME FInancial Planning

Sr Analyst, NCME FInancial Planning

SamsungPlano, Texas, USA
Full-time
Headquartered in Ridgefield Park N.Samsung Electronics America Inc.SEA) is a leader in mobile technologies consumer electronics home appliances and enterprise solutions. From our humble beginnings t...Show moreLast updated: 20 days ago
VP of Financial Planning and Analysis

VP of Financial Planning and Analysis

Republic FinancePlano, Texas
Full-time
Responsibilities In business for more than 70 years, Republic Finance is proud to be a trusted lender in over 250 communities across the United States! We specialize in providing flexible lending s...Show moreLast updated: 30+ days ago
  • Promoted
Financial Planning & Analysis Senior Associate

Financial Planning & Analysis Senior Associate

JPMorgan Chase Bank, N.A.Plano, TX, United States
Full-time
Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Ana...Show moreLast updated: 1 day ago
Manager Financial Planning & Analysis - Network Services

Manager Financial Planning & Analysis - Network Services

OptimumPlano, TX, US
Full-time
The Manager, FP&A is responsible for supporting the Network Services team through the budget, forecast, and monthly close cycle, ensuring accuracy and timeliness of financial reporting.He / She is re...Show moreLast updated: 8 days ago
Financial Planning Specialist

Financial Planning Specialist

JobotPlano, TX, United States
Full-time
Financial Planning Specialist Needed in North Dallas / / Great Compensation + bonus / / Growing Team / / Hybrid.This Jobot Job is hosted by : Stefan Woods. Are you a fit? Easy Apply now by clicking the ...Show moreLast updated: 24 days ago
Financial Planning Manager

Financial Planning Manager

KFCPlano, TX, United States
Full-time
The Financial Planning Manager is responsible for leading the financial global finance planning and budgeting.This person will serve as a key business thought partner to the Business Market Unit pl...Show moreLast updated: 30+ days ago
Vice President, Financial Planning and Analysis

Vice President, Financial Planning and Analysis

JPMorgan Chase & Co.Plano, TX, United States
Full-time
Join our Global Corporate Banking Central Planning & Analysis team as a Vice President and play a pivotal role in shaping the financial strategy of our business. This is a high-impact opportunity to...Show moreLast updated: 30+ days ago
  • Promoted
Financial Planning & Analysis Lead

Financial Planning & Analysis Lead

Lennox InternationalRichardson, TX, US
Full-time
Driven by 130 years of legacy, HVAC and refrigeration success, Lennox provides our residential and commercial customers with industry-leading climate-control solutions. At Lennox, we win as a team, ...Show moreLast updated: 30+ days ago
  • Promoted
Financial Planning & Analysis Senior Associate

Financial Planning & Analysis Senior Associate

ChasePlano, TX, US
Full-time
Financial Analysis Senior Associate.Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and foreca...Show moreLast updated: 30+ days ago
Manager Financial Planning and Analysis

Manager Financial Planning and Analysis

AbbottPlano, Texas, USA
Full-time
Abbott is a global healthcare leader that helps people live more fully at all stages of life.Our portfolio of life-changing technologies spans the spectrum of healthcare with leading businesses and...Show moreLast updated: 19 days ago
  • Promoted
Financial Planning & Analysis Lead

Financial Planning & Analysis Lead

LennoxRichardson, TX, United States
Full-time
Driven by 130 years of legacy, HVAC and refrigeration success, Lennox provides our residential and commercial customers with industry-leading climate-control solutions. At Lennox, we win as a team, ...Show moreLast updated: 2 days ago
  • Promoted
W2 & Hybrid Contract - Financial Planning and Analysis Sr Analyst

W2 & Hybrid Contract - Financial Planning and Analysis Sr Analyst

Amiseq Inc.Frisco, TX, United States
Temporary
Location 1 : Dallas Fort-Worth TX.Duration : 6 months contract (No extension / conversion possible).Candidate must be willing to work on our W2 / Payroll. Prepares guidance, templates, analysis and presen...Show moreLast updated: 20 days ago
Strategic Finance Planning & Analysis Vice President

Strategic Finance Planning & Analysis Vice President

JPMorganChasePlano, Texas, USA
Full-time
Join the Commercial & Investment Bank Finance & Business Management (F&BM) team as a results-driven strategic and analytical professional supporting the Wholesale Lending Services (WLS)...Show moreLast updated: 25 days ago
  • Promoted
Director of Financial Planning & Analysis

Director of Financial Planning & Analysis

First United BankPlano, TX, US
Full-time
We have a great team of friendly, talented and inspiring people at First United.As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their p...Show moreLast updated: 30+ days ago
  • Promoted
Manager Financial Planning & Analysis - Network Services

Manager Financial Planning & Analysis - Network Services

Altice USAPlano, TX, United States
Full-time
Are you looking to Optimize your life? Start your exciting path to a rewarding career today!.We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic...Show moreLast updated: 9 days ago
People also ask
Senior Manager, Financial Planning & Analysis (FP&A)

Senior Manager, Financial Planning & Analysis (FP&A)

Monet BankPlano, TX, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Summary :

The Senior Manager, FP&A will be responsible for leading the company’s financial forecasting, budgeting, reporting, and strategic analysis function. This position with partner closely with the Chief Accounting Officer and other members of leadership to ensure financial accuracy during the investor-readiness process and beyond. The ideal candidate will bring deep expertise in financial modeling, investor- readiness, investor reporting, and investor-ready company operating requirements.

Essential Duties and Responsibilities :

Strategic Leadership

  • Lead and scale the FP&A function to meet the needs of a financial institution preparing to be investor-ready.
  • Partner with leadership to guide decision-making through data-driven financial insights.
  • Serve as a thought partner to the leadership on capital allocation, growth strategies, and investor-readiness.

Planning & Forecasting

  • Prepare the quarterly and annual budgets and forecasts, rolling forecasts, and long-term financial models.
  • Develop scenario analyses, sensitivity testing, and investor-ready financial projections.
  • Ensure alignment of business unit forecasts with corporate objectives.
  • Financial Reporting

  • Establish robust internal management reporting processes and KPIs.
  • Prepare board-level financial materials, investor-ready presentations reporting.
  • Collaborate with accounting on monthly, quarterly, and annual close and reporting cycles.
  • Investor Readiness

  • Support financial disclosures, regulatory filing processes, and coordination with external advisors and auditors.
  • Drive improvements in financial systems, controls, and processes to meet investor-ready standards.
  • Lead the development of investor-grade reporting and communication practices.
  • Team Leadership

  • Build, mentor, and scale a high-performing FP&A team as company grows and need for larger team arises.
  • Foster cross-functional collaboration with various departments throughout the organization.
  • Qualifications (Education, Computer Skills, Certifications, etc.) :

  • Bachelor’s degree in Finance or a related field
  • CFA preferred.
  • Minimum 10+ years finance experience, with at least 5 years in FP&A leadership roles.
  • Banking or financial service experience preferred.
  • Proven track record supporting investor readiness or operating in a public company environment.
  • Advanced Excel, financial modeling, and presentation skills.
  • High attention to detail with the ability to manage multiple priorities under varying deadlines.
  • Excellent communication and leadership skills with a professional, positive attitude and demeanor.
  • Benefits options include :

  • Medical, dental and vision coverage
  • 401K with company match
  • 10 paid holidays
  • Accrue up to 17 vacation / sick days per year in your first year on a pro rata basis
  • Applicant may be eligible for annual discretionary bonus
  • No relocation assistance provided.

    If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.

    Monet Bank and their affiliates are Equal Opportunity Employers. Monet Bank and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.

    All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links : FMLA EEO EPPA

    Notice to California Residents : Monet Bank and their affiliates may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | for details.