What are the responsibilities and job description for the Financial Planning Specialist position at Jobot?
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Job details:
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 "Easy Apply" button
and sending us your resume.
Salary: $65,000 - $90,000 per year
A bit about us:
We are a growing publicly traded company and celebrating 60 years of quality and leadership in the home building and community development industry! We are committed to providing an environment and programs that help our associates flourish.
If you are an experienced Marketing Manager in the greater Smyrna DE area, please apply!
Why join us?
You can look forward to professional support and extensive benefits—including:
We are seeking a Financial Planning Specialist to join our dynamic team. The successful candidate will be responsible for developing and implementing financial plans and strategies, managing budgets, and conducting cash flow projections. This role is integral to our business operations, ensuring financial stability, and driving growth.
Responsibilities:
1. Develop comprehensive financial plans and strategies to support the company's business objectives
2. Conduct detailed cash flow projections to anticipate revenue trends and inform budgeting decisions
3. Prepare the annual budget, including forecasting income and expenditure, and presenting it to the management team
4. Monitor and manage the budget throughout the year, identifying any variances and adjusting plans as necessary
5. Assist with the biannual business plans
Qualifications:
1. Bachelor's degree in Finance, Accounting, or a related field
2. A minimum of 1 year of experience in accounting, financial planning, analysis, or a related role
3. Public Accounting experience is a PLUS!!!
4. Proficient in spreadsheets, databases, MS Office, and financial software applications
5. Exceptional analytical and problem-solving skills with a keen attention to detail
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
our LinkedIn page!
Job details:
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 "Easy Apply" button
and sending us your resume.
Salary: $65,000 - $90,000 per year
A bit about us:
We are a growing publicly traded company and celebrating 60 years of quality and leadership in the home building and community development industry! We are committed to providing an environment and programs that help our associates flourish.
If you are an experienced Marketing Manager in the greater Smyrna DE area, please apply!
Why join us?
You can look forward to professional support and extensive benefits—including:
- medical/dental/vision coverage
- discounts on mortgages and home appliances
- 401(k) plan with match
We are seeking a Financial Planning Specialist to join our dynamic team. The successful candidate will be responsible for developing and implementing financial plans and strategies, managing budgets, and conducting cash flow projections. This role is integral to our business operations, ensuring financial stability, and driving growth.
Responsibilities:
1. Develop comprehensive financial plans and strategies to support the company's business objectives
2. Conduct detailed cash flow projections to anticipate revenue trends and inform budgeting decisions
3. Prepare the annual budget, including forecasting income and expenditure, and presenting it to the management team
4. Monitor and manage the budget throughout the year, identifying any variances and adjusting plans as necessary
5. Assist with the biannual business plans
Qualifications:
1. Bachelor's degree in Finance, Accounting, or a related field
2. A minimum of 1 year of experience in accounting, financial planning, analysis, or a related role
3. Public Accounting experience is a PLUS!!!
4. Proficient in spreadsheets, databases, MS Office, and financial software applications
5. Exceptional analytical and problem-solving skills with a keen attention to detail
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $65,000 - $90,000