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Financial Planning Jobs in Plano, TX

Financial Analyst

Aditi Consulting

Plano, TX

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JOB DETAILS
SALARY
$50–$50 Per Hour
SKILLS
Accounting, Accounting Standards and Regulations, Analysis Skills, Artificial Intelligence (AI), Automotive Automation, Budget Management, Budget Reporting, Business Analysis, Business Skills, Business Strategy, Channel Strategies, Communication Skills, Computer Skills, Consulting, Corporate Policies, Cross-Functional, Customer/Client Research, Detail Oriented, ERP (Enterprise Resource Planning), Expense Allocation, Expense Analysis, Finance, Finance Software, Financial Analysis, Financial Metrics, Financial Operations, Financial Reporting, Financial Trend Analysis, Forecasting, Investment Analysis, Leadership, Marketing, Marketing Plan, Messaging Technology, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Operations Planning, Outbound Marketing, Performance Metrics, Presentation/Verbal Skills, Profit & Loss Analysis, Program Evaluation, Promotional Programs, Purchasing/Procurement, Quantitative Analysis, Reporting Skills, Return on Investment (ROI), SAP ECC (fka SAP R/3 and SAP ERP), Short Messaging Service (SMS), Speech Technology, Spreadsheets, State Laws and Regulations, Stock Market, Strategic Analysis, Strategic Planning, Telephony, Trend Analysis, Writing Skills
LOCATION
Plano, TX
POSTED
13 days ago
Payrate: $50.00 - $50.00/hr.
 
Summary:
The main functions of a financial analyst are to gather and analyze financial information. They typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A financial analyst is responsible for analyzing and communicating financial information for clients.
 
Responsibilities
  • Analyze and evaluate marketing programs and develop & recommend improvements based on product growth plan, profit and ROI/KPI analysis, historical performance data, and company strategic initiatives.
  • Work with cross-functional teams to plan marketing and promotion spend allocation to validate ROI and alignment with company and strategic goals.
  • Institute improvements for MDF management across the organization, including data housing, communication, and variance management.
  • Consolidate bottoms-up MDF forecasts for both monthly target planning and annual management planning by account by category.
  • Analyze historical marketing programs performance to identify areas of improvement and innovation.
  • Prepare and deliver regular data-driven insights of marketing programs to internal stakeholders.
  • Manage and publish daily, bi-weekly, and monthly MDF reporting, budget status, forecast accuracy, financial metrics by category, and channel spend analysis.
  • Analyze strategic initiative programs based on profit and ROI analysis and provide recommendations to leadership.
  • Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.
  • Analyze financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions.
  • Interpret data affecting investment programs, such as price, yield, stability, and future trends in investment risks.
  • Present oral and written reports on general economic trends, individual corporations, and entire industries.
 
Qualifications
  • Bachelor’s degree in Marketing, Finance, Business, Accounting, or related field and 3 years of progressive experience.
  • 5-7 years financial and/or accounting experience required.
  • Very strong business analytical skills, financial acumen, and budget management know-how required.
  • A proven self-starter and a highly motivated individual with a strong ability to aggregate and consolidate from disparate data sources not readily available or stored.
  • Experience with managing and tracking budget.
  • Experience with developing financial and operational analysis and presenting information to management.
  • Strong financial and general accounting knowledge.
  • Strong Excel & PowerPoint skills, familiarity with SAP or other ERP systems.
 
Skills
  • Verbal and written communication skills, attention to detail, and critical thinking.
  • Ability to work independently and manage one's time.
  • Ability to analyze business trends and project future revenues and expenses.
  • Knowledge of economic and accounting principles, the financial markets, and reporting of financial data.
  • Knowledge of federal, state, and company policies, procedures, and regulations as related to accounting.
  • Previous experience with computer applications, such as Microsoft Word, Excel, and PowerPoint, and any other related financial software.
 
Pay Transparency: The typical base pay for this role across the U.S. is: $50.00 - $50.00 /hour. Non-exempt positions are eligible for overtime at a rate of 1.5 times the base hourly rate for all hours worked in excess of 40 in a work week, or as required by state or local law. Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education and experience. Full-time employees are eligible to select from different benefits packages. Packages may include medical, dental, and vision benefits, health savings accounts with qualified medical plan enrollment, 10 paid days off, 3 days paid bereavement leave, 401(k) plan participation with employer match,  life and disability insurance, commuter benefits, dependent care flexible spending account, accident insurance, critical illness insurance, hospital indemnity insurance, accommodations and reimbursement for work travel, and discretionary performance or recognition bonus. Sick leave and mobile phone reimbursement provided based on state or local law. 
 
Consent to Communication and Use of AI Technology: By submitting your application for this position and providing your email address(es) and/or phone number(s), you consent to receive text (SMS), email, and/or voice communication whether automated (including auto telephone dialing systems or automatic text messaging systems), pre-recorded, AI-assisted, or individually initiated from Aditi Consulting, our agents, representatives, or affiliates at the phone number and/or email address you have provided. These communications may include information about potential opportunities and information. Message and data rates may apply. Message frequency may vary.
You represent and warrant that the email address(es) and/or telephone number(s) you provided to us belong to you and that you are permitted to receive calls, text (SMS) messages, and/or emails at these contacts. You also acknowledge and agree to Aditi Consulting LLC’s use of AI technology during the sourcing process, including calls from an AI Voice Recruiter. AI is used solely to gather data and does not replace human-based decision-making in employment decisions. Calls may be recorded.
 
Consent is not a condition of purchasing any property, goods, or services. You may revoke your consent at any time by replying “STOP” to messages or by contacting

privacy@aditiconsulting.com

.
For information about our collection, use, and disclosure of applicant's personal information as well as applicants' rights over their personal information, please see our Privacy Policy .
 
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