146 Results for

Financial Advisory Jobs in Plano, TX

Jobs

New!

Dallas, TX4 days ago

$95,000–$160,000 Per Year

Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). 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.

New!

Dallas, TX3 days ago

$160,000–$225,000 Per Year

New!

Southlake, TX4 days ago

$95,000–$110,000 Per Year

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. The successful candidate will play a crucial role in providing financial insights to support strategic decision-making, driving operational efficiency, and achieving business objectives.

New!

Addison, TX4 days ago

$90,000–$115,000 Per Year

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. This individual will serve as a strategic business partner to leadership across retail, corporate, and specialized business units, supporting budgeting, forecasting, financial reporting, and operational analysis.

New!

Plano, TX4 days ago

$189,370–$361,950 Per Year

As a dedicated Attorney Principal working on our Securities Counsel team, as an individual contributor, you will independently and regularly deliver effective, specialized legal advice to senior executive leaders, including the Chief Legal Officer, on highly complex and unique matters of significance in a specific type of law, leveraging deep subject matter expertise and thought leadership. Provides solution-oriented legal advice to manage regulatory, compliance and litigation risk to the organization; Serves as primary legal advisor delivering specialized legal advice on relevant matters or projects.

New!

Irving, TX4 days ago

Additional responsibilities include assisting in identifying, quantifying and prioritizing opportunities to improve net revenue realization and cash flow at the system level, the facility level and at a Payor level as well as development of financial models and other analysis related to the development and implementation of solutions in revenue cycle areas. The Financial Analyst II will be responsible for providing support to CHRISTUS facilities, functional corporate groups, senior leadership, and other affiliates through the design and implementation of Enterprise wide and regional Revenue Cycle data analysis and reporting.

Irving, TX7 days ago

Follows the CHRISTUS Physician Group guidelines related to the Health Insurance Portability and Accountability Act (HIPAA), designed to prevent or detect unauthorized disclosure of Protected Health Information (PHI). Uses oral and written communication skills to effectively convey ideas in a clear, precise and positive manner that is consistent with the CHRISTUS Mission.

Irving, TX7 days ago

New!

Irving, TX6 days ago

New!

Dallas, TX4 days ago

$110,000–$125,000 Per Year

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. Our team is collaborative, fast-paced, and highly visible across the organization, partnering closely with leadership to support key business initiatives and long-term strategic goals.

New!

Irving, TX6 days ago

Provide senior management and the operations team with in-depth financial analysis of actual spend to drive insights on trends, investment areas and opportunities to optimize costs, driving better decision making. Develop, update and monitor key performance indicators and key financial metrics or dashboards, highlighting trends and analyzing variances, to understand and be able to communicate the financial health of each location.

New!

Dallas, TX6 days ago

$90,000–$110,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

New!

Addison, TX1 day ago

$95,000–$110,000 Per Year
Full-time
Employee

New!

Irving, TX1 day ago

$105,000–$115,000 Per Year
Full-time
Employee

QualificationsBachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus)4–7+ years of experience in FP&A, investment banking, consulting, or related fieldsExperience in a private equity–backed or high-growth environment strongly preferredAdvanced Excel skills (financial modeling required); experience with BI tools (Power BI, Tableau) a plus. Day-to-DayLead the annual budgeting process, quarterly forecasting, and long-range planningBuild and maintain complex financial models to support strategic initiatives and business decisionsAnalyze financial performance, including variance analysis (actual vs.

New!

Dallas, TX1 day ago

$75,000–$90,000 Per Year
Full-time
Employee

QualificationsBachelor’s degree in Finance, Accounting, Economics, or related field2–4 years of experience in FP&A, corporate finance, or accountingPrior experience in oil & gas or energy industry strongly preferredAdvanced Excel skills (financial modeling, pivot tables, complex formulas). Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.

Dallas, Texas30+ days ago

The Requirements: Knowledge and Skill Requirement: Bachelor’s degree required; Accounting, Finance, Economics or related degree preferred; Certified Public Accountant credential or in process of obtaining; At least 4 years relevant work experience with at least two years of assurance experience and one year of financial due diligence experience, preferably with a Big Four accounting firm; Excellent analytical and problem-solving skills, with the ability to interpret financial data and draw meaningful insights; Strong leadership, multitasking and organizational skills; Excellent communication skills, both written and verbal; Ability to work collaboratively in a team environment, fostering positive working relationships and contributing to team objectives; and. The Role: Senior Associates can expect to: Assist in the execution of financial due diligence engagements by analyzing detailed financial statement information and preparing detailed schedules and supporting analysis; Assist in preparing reports and related analysis for clients; Ensure the accuracy and integrity of financial data used in due diligence processes, verifying the completeness of information; Participate in meetings and calls with target company management and clients; Assist in building and maintaining client relationships; and.

Dallas, Texas30+ days ago

The Requirements: Knowledge and Skill Requirements: Bachelor’s degree required; Accounting, Finance, Economics or related degree preferred; Certified Public Accountant credential; At least 6 years relevant work experience with a Big Four or national accounting firm, including at least 3 years of financial due diligence experience; Excellent analytical and problem-solving skills, with the ability to interpret financial data and draw meaningful insights; Knowledge of M&A markets, including corporate, private equity, and investment banking; Excellent communication skills, both written and verbal; Exceptional interpersonal skills and a natural facilitator; and. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.

Dallas, TX30+ days ago

$10–$15 Per Hour

Farther gives experienced advisors a modern platform and genuine support structure to scale what they've already built — serving the clients and categories that suit them best, whether that's professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above. Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.

New!

Dallas, TX4 days ago

$100,000–$170,000 Per Year

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.

New!

Dallas, TX4 days ago

$130,000–$160,000 Per Year

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. The Transaction Advisory Services Experienced Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.

Frisco, Texas14 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Frisco, Texas14 days ago

Dallas, TX30+ days ago

Full-time

Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization's design, roles and team. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.

Dallas, TX30+ days ago

Full-time

Frisco, Texas14 days ago

Dallas, TX30+ days ago

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Responsible for attending client meetings and providing input in these meetings, talking to clients on the phone, and coordinating most of the work and communication with the client's outside advisors (CPA's, Attorney's etc.

Dallas, TX30+ days ago

Dallas, TX30 days ago

This role is specifically designed for current or former Big 4 external auditors with strong technical accounting experience and a background working with complex, publicly traded or large privately held organizations. A leading professional services organization is seeking experienced Big 4 auditors to join a client-facing advisory team serving Fortune 1000 and large private equity-backed companies.

Dallas, TX30+ days ago

This Director will provide accounting advisory services including, but not limited to, IPO and M&A Readiness, SEC Compliance & Financial Reporting, CFO Advisory, Transaction Advisory, Technical Accounting Research, and addressing the need for continuous improvement and optimization of the finance and accounting functions. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately.

Dallas, TX30+ days ago

$90,000–$115,000

This is a highly client-facing role focused on improving accounting workflows, implementing financial systems, and supporting integrations across client environments. The ideal candidate has hands-on experience with ERP/accounting systems implementations and understands core accounting processes such as month-end close, reporting, reconciliations, and AP/AR workflows.

New!

Richardson, Texas4 days ago

$105,800–$180,200 Per Year

Overview: The Senior Manager of Revenue Management Advisory is a proven leader, responsible for overseeing a team of Revenue Management Advisors that provide subject matter expert level insight and advice to customers from both a Revenue Management and general operations perspective. Create formal networks to coordinate with other RealPage teams to facilitate timely implementation and overall client success with an emphasis on the other pillar products that support AI Revenue Management and DemandX.

Dallas, TX30+ days ago

Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with client management, and business development. Review of work prepared by Consultants on operational due diligence for complex transactions (i.e. – acquisitions & divestitures, stock offerings and dept raises, IPO’s).

Dallas, Texas28 days ago

The Role: Managers with our Private Accounting Solutions practice oversee and complete accounting projects, provide innovative accounting planning and consulting for a variety of clients, including family offices and owner operated business entities. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.

Dallas, TX30+ days ago

$140,000–$150,000 Per Year

Position Summary: Excel Search & Advisory is seeking an accomplished Senior Associate to source candidates on behalf of our clients for highly specialized leadership positions in sports (teams and leagues), sporting goods, college athletics, and the media and entertainment verticals. Our Consultants have completed more than 1,500+ Executive Searches over their careers for teams, governing bodies, associations, ownership groups, media and entertainment businesses, and major consumer brands.

Plano, TX30+ days ago

Full-time

You act as a coach and technical leader, capable of going deep into code, architecture, and AI-assisted development workflows, while also aligning product, design, and delivery leaders on outcomes, trade-offs, feasibility, and long-term sustainability. You work side-by-side with engineers to design, build, and evolve high-quality solutions-leveraging modern software engineering practices and applied AI (including Claude Code and internal AI platform) to improve how value is designed, built, and delivered.

Dallas, TX30+ days ago

If you thrive off of providing advisory expertise to clients and want to make an impact in a leadership position, this is a unique opportunity to become part of our collaborative, dynamic and entrepreneurial team, and to work alongside the firm's senior management team and Partner group. The Senior Manager will oversee the Financial Reporting and Technical Accounting engagement work plans, and demonstrates excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency.

Dallas, TX30+ days ago

Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately.

Dallas, TX30+ days ago

As a leader of the firm, the Manager will demonstrate excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately.

Dallas, TX30+ days ago

$99,000–$232,000 Per Year

As part of the Capital Markets Accounting Advisory Services Generalist team you are expected to advise multi-national, publicly-traded companies & private equity firms on a broad range of technical accounting, financial reporting, & capital markets topics. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

Dallas, TX30+ days ago

Build relationships with regional leaders and segment leaders, establishing a meeting cadence to understand Regional/Subregional strategy in response to changing market/client needs. + Sales and BD Acumen (Proven ability break into new accounts and expand service offerings; develop a sales lead from start to finish including opportunity development and contract negotiation; client mgmt).

Arlington, TX30+ days ago

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds(1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.

Rockwall, TX30+ days ago

Dallas, TX30+ days ago

Dallas, Texas10 days ago

Dallas, TX30+ days ago

This role sits at the intersection of M&A, finance, and operations, offering direct exposure to acquisitions, deal execution, and business performance in one of the fastest-growing sectors in infrastructure. This is an excellent opportunity for candidates looking to transition from accounting, transaction advisory, or corporate finance into a hands-on deal and investment-focused role.

Dallas, Texas30+ days ago

This role blends client advisory, business development, and long-term leadership potential within a collaborative, high-performance environment designed to help you grow faster and serve more complex clients. Join a rapidly expanding financial services platform built for advisors who want scale, support, and ownership.

Frisco, Texas12 days ago

Dallas, TX30+ days ago

Full-time

With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. Our Analysts receive world-class training, outstanding benefits, strong career progression, competitive salaries and relocation assistance when applicable.

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Financial Advisory Jobs in Plano, TX

Associate, Transaction Advisory Services Jobot

Vice President, Transaction Advisory Services Jobot

Financial Analyst Jobot

Senior Financial Analyst Jobot

Attorney Principal - Investment Advisory / Broker-Dealer Counsel (Retail) USAA

Financial Analyst II - Finance CHRISTUS Health

Financial Analyst Senior - Finance CHRISTUS Health

Financial Analyst II - HR Shared Services CHRISTUS Health

Financial Analyst II - Ambulatory Administration CHRISTUS Health

Sr. FP&A Analyst Jobot

Senior Financial Analyst Penske Truck Leasing Co., L.P.

Fund Operations Analyst Vaco LLC

Senior Financial Analyst (1-2 days onsite) Company Confidential

Senior Financial Analyst Company Confidential

Financial Analyst Company Confidential

Senior Associate - Transaction Advisory / Financial Due Diligence Andersen

Manager - Transaction Advisory / Financial Due Diligence Andersen

Financial Wealth Advisor (Advisory Team) Farther

Transaction Advisory Manager - Financial Due Diligence bdo consulting

Transaction Advisory Experienced Manager - Financial Due Diligence bdo consulting

Director, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LP

Senior Consultant, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LP

Manager, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LP

PEPI: Director, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

PEPI: Senior Director, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

Senior Manager, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LP

Client Advisory Manager Tolleson Wealth Management

Client Advisory Director Tolleson Wealth Management

Advisory Consultant (Big 4 External Audit) Supplied Talent

Director - Accounting Advisory Centri Business Consulting

Advisory Consultant (ERP & Accounting) Out of the Box

Senior Manager, Revenue Management Advisory Services RealPage, Inc.

Senior to Senior Manager- Accounting Advisory / Technical Accounting Regal Executive Search

Manager - Accounting Advisory/Private Accounting Solutions Andersen

Senior Executive Recruiter, Excel Search and Advisory Excel Sports Management

Product Director - Engineering Advisory JPMorgan Chase Bank, N.A.

Senior Manager - Accounting Advisory Centri Business Consulting

Experienced Associate - Accounting Advisory Centri Business Consulting

Manager- Accounting Advisory Centri Business Consulting

Senior Associate - Accounting Advisory Centri Business Consulting

Deals - Capital Markets Accounting Advisory Services - Manager PwC

Client Advisory Partner - Water/Wastewater Utilities - East Region Job Details | Black & Veatch Family of Companies Black & Veatch

Financial Professional/Advisor (Bilingual Chinese) New York Life

Financial Professional / Advisor New York Life

Financial Professional/Advisor (Bilingual Vietnamese) New York Life

Senior Consultant Transactions Advisory Services Baker Tilly Advisory Group, LP

Senior Associate, Corporate Development - Data Centers (M&A / Financial Analyst) Broadstaff

Financial Advisor - Business Development MBC Talent Connections

Manager, Corporate Finance Advisory Baker Tilly Advisory Group, LP

Analyst, Transaction Advisory Services Kroll, LLC

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