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Financial Planning Jobs in Dallas, TX

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Associate Vice President of Financial Planning, Analysis, Strategy UNIVERSITY OF NORTH TEXAS SYSTEM

Dallas, TX

The Associate Vice President of Financial Planning, Analysis Strategy (AVP) is a fulltime administrative position that serves as the primary support and advisor to the Chief Financial Officer (CFO) in all finance and administrative matters, resource allocation, and in University strategy development, execution, and evaluation. Knowledge of public university finance operations and drivers, including state funding, tuition and fee revenue, enrollment trends, auxiliary operations, restricted and unrestricted funds, and institutional resource allocation.

30+ days ago

Global Technology Financial Planning & Analysis - Analyst JPMorgan Chase & Co

Plano, TX

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

20 days ago

Financial Planning Manager – Stores Finance Catalyst Brands

Plano, Texas

$91,000–$120,000 / year
Full time

Reporting directly to the Director of Stores Finance Operations, you will lead a dedicated team and partner with cross-functional leaders (up to the EVP level) to shape the financial future of our physical retail footprint. In this highly visible role, you will deliver the critical financial planning, performance insights, and decision support necessary to drive store sales, maximize profitability, and optimize operational productivity.

30+ days ago

Senior Associate, Financial Planning & Analysis ORIX Corp US

Dallas, TX

This position will prepare financial analyses and management reporting, develop scenario models, support monthly executive and Board presentations, evaluate business performance, and partner with business leaders on cost management and other strategic initiatives. Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

7 days ago

Financial Planning Analyst Simpson Manufacturing Co Inc

Plano, TX

$66,600–$127,800 / year

Benefits: We provide a wide range of benefits for eligible full-time employees including: medical, dental, vision, retirement contributions, employee stock purchase and bonus plans, pay for holidays, vacation, sick days, funerals and jury duty, years of service awards, employee discounts, employee referral bonuses, charitable contribution matching, education reimbursement and more. We recognize and reward employees with a carefully designed and comprehensive rewards package, including competitive compensation, quarterly bonuses or commission and first-rate benefits.

4 days ago

Sr. Manager Financial Planning & Analysis System, Technology Vistra

Irving, Texas

The role architects and optimizes planning models, data pipelines, dashboards, and executive reporting to support budgeting, forecasting, and strategic decision-making while ensuring reliable operations, disciplined enhancement delivery, and effective vendor performance. The position serves as the primary liaison between FP&A and IT, and external delivery partners translating finance priorities into scalable solutions across SAP Analytics Cloud (SAC) and SAP Datasphere.

30+ days ago

Associate Manager, Financial Planning & Reporting (Hybrid) Stryker

Flower Mound, Texas

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. Work Flexibility: Hybrid The Associate Manager, Financial Planning & Reporting, will partner with divisions and business units to ensure financial planning & reporting requirements are met.

14 days ago

Senior Manager, Financial Business Planning Operation Samsung Electronics America Inc

Plano, TX

Manager, CE Financial Business Planning & Operations will lead financial forecasting, business planning, supply chain financial alignment, and analytics for the full CE eCommerce portfolio - including VD (TV, Audio, Monitor) and DA (Refrigerator, Laundry, Cooking, Dishwasher) - and will model the financial impact of CE's Expansion Commerce channel launches. Manager, CE Financial Business Planning & Operations will own SKU-level revenue forecasting, T-series financial submissions, weekly A/R reporting, promotional financial modeling, and the analytics infrastructure that powers the CE Weekly Business Review and LOB reporting.

25 days ago

Director of Financial Planning - Delos First United Bank

Dallas, TX

This role is built for a practitioner-leader who can operate at both altitudes: hands-on, senior-level planning for complex Private Client Group households, and program design, technology governance, and adoption monitoring for a much broader population of Wealth Advisors. Delos Wealth Advisors - operating across third-party broker-dealer, RIA, and insurance platforms - needs a consistent, repeatable planning discipline it can lead with in every client conversation, without requiring the same depth of resourcing as the Private Client Group practice.

6 days ago

Financial Planning Intern Allworth Financial

Dallas, Texas

Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including: Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner.

5 days ago

Director Financial Planning Analysis (FP&A) Aventiv Technologies LLC

Plano, TX

$182,574.62–$208,135.07 / year

Job Purpose: The Director of Financial Planning & Analysis (FP&A) is a hands-on finance leader responsible for driving financial planning, operational performance analysis, cash management and treasury analytics. This role serves as a key business partner, providing data-driven insights that support operational efficiency, profitability, and value creation initiatives.

30+ days ago

Career Accelerator Program - Financial Planning Analyst Texas Instruments Inc

Dallas, TX

Texas Instruments Incorporated (Nasdaq: TXN) is a global semiconductor company that designs, manufactures and sells analog and embedded processing chips for markets such as industrial, automotive, data center, personal electronics and communications equipment. This passion is alive today as each generation of innovation builds upon the last to make our technology more reliable, more affordable and lower power, making it possible for semiconductors to go into electronics everywhere.

30+ days ago

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

Dallas, Texas

From apartments in New York to hospitals and stadiums in Dallas, libraries at prestigious universities to creating modern retail experiences, our teams contribute architectural glass and building products to projects that shape the way people live, work, heal, learn, and play. This role serves as a key business partner to operational and executive leadership, providing data-driven insights that support decision-making, profitability improvement, and long-term strategic initiatives.

13 days ago

Financial Planning Consultant - Westlake, TX Fidelity

Westlake, Texas

Remote

Sales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Deliver personalized, end-to-end planning and advice for FAS-covered clients , including unified investment strategies, retirement savings and income planning , college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.

20 days ago

Sr. Manager Financial Planning & Analysis System, Technology Vistra Corp

Irving, TX

30+ days ago

Vice President, Financial Planning & Analysis Ribbon Communications Inc

$190,000–$240,000 / year

This role requires a proven FP&A leader who has previously owned the consolidated financial planning process for a global company, including responsibility for the overall company P&L, long-range planning, quarterly guidance, executive reporting, and Board-level financial analysis. The successful candidate will serve as a trusted advisor to the CFO, CEO, Executive Leadership Team, and Board of Directors, helping drive strategic decisions, operational performance, and long-term growth.

30+ days ago

Unit Financial Planning Officer Southern Methodist University

Dallas, TX

SMU serves approximately 7,000 undergraduates and 5,000 graduate students through eight degree-granting schools: Dedman College of Humanities and Sciences, Cox School of Business, Lyle School of Engineering, Meadows School of the Arts, Simmons School of Education and Human Development, Dedman School of Law, Perkins School of Theology and Moody School of Graduate and Advanced Studies. '',''USA-TX-Dallas'',''USA-TX-Dallas'','''','''','''','''','''','''','''','''',''Finance and Accounting'',''Finance and Accounting'',''Controller''s Office'',''Controller''s Office'',''Full-time'',''Regular'',''Day Job'',''Staff'',''Regular'',''Individual Contributor'',''Staff'',''Full-time'',''Individual Contributor'',''Day Job'',''No'',''No'',''Sep 17, 2026, 2:04:23 PM'',''Sep 17, 2026, 2:04:23 PM'',''false'',''79135'',''79135'',''true'',''79135'',''false'',''Submission for the position: Unit Financial Planning Officer - (Job Number: CON00000039)'',''false'',''79135'',''false'',''true''.

30+ days ago

Financial Analysis & Planning Intern - Summer 2027 - Dallas Regional Office Dominium Management Services, LLC

Dallas, TX

Full time
Quick Apply

Dominium’s values – EDGE: Entrepreneurial Innovation, Developing People, Growth Mindset and Execution – guide us in fulfilling our Purpose: to provide quality, affordable housing that builds Enduring Value for our residents, employees, communities and financial partners. Tasks might include: Data analytics, financial statement review, monthly financial reporting, data entry, refinance loan sizing and underwriting, property and partnership valuations, portfolio valuations, cash flow distributions, etc.

3 days ago

Retirement and Financial Planning Services Manager NextStep Recruiting

Dallas, Texas

This role is onsite five days per week and will support financial advisors with retirement plan consulting, financial planning guidance, and training. NextStep Recruiting has partnered with a financial services organization to identify a Financial Planning Manager in Dallas, TX.

30+ days ago

Director of Financial Planning & Analysis MEI Rigging & Crating, LLC

Coppell, TX

Essential Job Duties and Responsibilities: Develop trusted partnerships with executive and operational leadership to understand business drivers and provide financial insights that support decision making. Collaborate with Regional Vice Presidents and Operations Leadership to provide analytical support for offices and regions to improve decision making and visibility.

30+ days ago

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Financial Planning Jobs in Dallas, TX

Associate Vice President of Financial Planning, Analysis, Strategy UNIVERSITY OF NORTH TEXAS SYSTEM

Global Technology Financial Planning & Analysis - Analyst JPMorgan Chase & Co

Financial Planning Manager – Stores Finance Catalyst Brands

Senior Associate, Financial Planning & Analysis ORIX Corp US

Financial Planning Analyst Simpson Manufacturing Co Inc

Sr. Manager Financial Planning & Analysis System, Technology Vistra

Associate Manager, Financial Planning & Reporting (Hybrid) Stryker

Senior Manager, Financial Business Planning Operation Samsung Electronics America Inc

Director of Financial Planning - Delos First United Bank

Financial Planning Intern Allworth Financial

Director Financial Planning Analysis (FP&A) Aventiv Technologies LLC

Career Accelerator Program - Financial Planning Analyst Texas Instruments Inc

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

Financial Planning Consultant - Westlake, TX Fidelity

Sr. Manager Financial Planning & Analysis System, Technology Vistra Corp

Vice President, Financial Planning & Analysis Ribbon Communications Inc

Unit Financial Planning Officer Southern Methodist University

Financial Analysis & Planning Intern - Summer 2027 - Dallas Regional Office Dominium Management Services, LLC

Retirement and Financial Planning Services Manager NextStep Recruiting

Director of Financial Planning & Analysis MEI Rigging & Crating, LLC

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