Financial Planning Specialist JobotFinancial Planning SpecialistPlano, TX$65,000–$90,000 / yearInformation 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 be responsible for developing and implementing financial plans and strategies, managing budgets, and conducting cash flow projections.
Senior Financial Analyst JobotSenior Financial AnalystAddison, TX$90,000–$115,000 / yearInformation 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.
Financial Analyst JobotFinancial AnalystSouthlake, TX$95,000–$110,000 / yearInformation 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.
Estate Planning Attorney JobotEstate Planning AttorneyFrisco, TX$100,000–$150,000 / yearInformation 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. Responsibilities: Provide comprehensive estate planning services to our clients, including drafting and reviewing wills, setting up trusts, and advising on power of attorney and other related matters.
Accounting Director (Financial Reporting) JobotAccounting Director (Financial Reporting)Dallas, TX$150,000–$200,000 / yearThis is not a siloed SEC role, the ideal candidate is a well-rounded accounting leader with experience navigating complex transactions, scaling processes, supporting IPO readiness, and driving accounting excellence across the organization. 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.
Project Planning Analyst Pinnacle Technical ResourcesProject Planning AnalystFort Worth,, Texas$28–$30 / hourContractorThe specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. This position involves managing project data, creating dashboards, analyzing reports, and collaborating with various teams to ensure successful project execution.
Tax Staff JobotTax StaffFort Worth, TX$75,000–$90,000 / yearInformation 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. Provide advisory services to clients on financial planning issues, including retirement planning, estate planning, and business succession planning.
FP&A Manager JobotFP&A ManagerDallas, TX$180,000–$200,000 / yearInformation 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. Jobot is partnering with a rapidly growing power generation company to place an FP&A Manager ready to lead, build, and grow alongside an ambitious finance organization.
NewSenior Financial Analyst PenskeSenior Financial AnalystIrving, TXFull timeProvide 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.
NewPortfolio Manager & PI Planning Coordinator System OnePortfolio Manager & PI Planning CoordinatorPlano, TX$170–$170 / yearWe are seeking a highly organized and proactive Portfolio Manager & PI Planning Coordinator to support business operations through a combination of ad hoc portfolio management activities and large-scale planning event coordination. The ideal candidate is a self-starter who can synthesize information from multiple sources, manage competing priorities, and translate data into clear, actionable insights for stakeholders.
Tax Senior JobotTax SeniorFort Worth, TX$90,000–$110,000 / yearInformation 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. Provide advisory services to clients on financial planning issues, including retirement planning, estate planning, and business succession planning.
Tax Manager JobotTax ManagerDallas, TX$110,000–$200,000 / yearInformation 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. Founded over two decades ago, we've grown from a regional advisory firm into a national wealth management practice with billions in assets under management and offices across the country.
Vice President, Transaction Advisory Services JobotVice President, Transaction Advisory ServicesDallas, TX$160,000–$215,000 / yearEstablished 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.
Senior Property Accountant JobotSenior Property AccountantDallas, TX$90,000–$110,000 / yearInformation 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 ideal candidate brings strong Yardi experience, deep knowledge of commercial real estate accounting, and hands-on expertise with CAM reconciliations, lease accounting, and multi-property portfolios.
NewAssociate, Transaction Advisory Services JobotAssociate, Transaction Advisory ServicesDallas, TX$120,000–$150,000 / yearEstablished 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.
Senior Analyst JobotSenior AnalystDallas, TX$120,000–$140,000 / yearInformation 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. Jobot is proud to partner with a high-growth power generation company in their search for a Senior Financial Analyst to help build out a world-class finance organization.
NewFinancial Analyst II - Accounting CHRISTUS HealthFinancial Analyst II - AccountingIrving, TXAdditional 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.
NewFinancial Analyst II - HR Shared Services CHRISTUS HealthFinancial Analyst II - HR Shared ServicesIrving, TXAdditional 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.
Finance Manager 2 Epitec, IncFinance Manager 2Plano, TX$55–$65 / hourThe contractor will be responsible for managing key financial tasks, including Retail OpEx reporting, budget requests, system approvals, invoice validation, and expense forecasting. This role requires a strong understanding of financial operations, analytical skills, and the ability to work independently in a fast-paced environment.
NewAccounting Manager Vaco LLCAccounting ManagerCoppell, TX$125,000–$135,000Determining 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.
NewFP&A Manager -Projects/Strategy Vaco LLCFP&A Manager -Projects/StrategyDallas, TX$120,000–$130,000Determining 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.
Financial Analyst Way Forward ConsultingFinancial AnalystPlano, TX$55–$58 / hourContractorThe contractor will be responsible for managing key financial tasks, including Retail OpEx reporting, budget requests, system approvals, invoice validation, and expense forecasting. This role requires a strong understanding of financial operations, analytical skills, and the ability to work independently in a fast-paced environment.
Regional Finance Director (Medical organization) A-Line Staffing Solutions LLCRegional Finance Director (Medical organization)Dallas, TX$125,000–$254,000 / yearAbout the Role: Serves as a key finance leader for a large regional footprint, partnering with executive leadership to drive financial strategy, performance, and operational initiatives while leading a team of senior finance professionals. Partner with physicians and operational leadership to review performance and provide strategic financial guidance.
Financial Planning Consultant - Westlake, TX FidelityFinancial Planning Consultant - Westlake, TXWestlake, TexasSalesPlease 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.
Senior Financial Analyst, USNS Planning Amazon.com IncSenior Financial Analyst, USNS PlanningIrving, TXStakeholder Partnership & Cross-Functional Coordination: Partner effectively with key stakeholders from Central Finance, Regional Finance, Supply Chain, and Operations leadership to coordinate planning inputs and align assumptions. During planning cycles, this means coordinating inputs from upstream teams, building analytical models that translate assumptions into cost narratives, inspecting plans for errors, and producing comprehensive documents under tight timelines.
Financial Analyst I Financial Planning and Analysis General Motors Financial Company, Inc.Financial Analyst I Financial Planning and AnalysisFort Worth, TXGM Financial is the wholly owned captive finance subsidiary of General Motors and is headquartered in Fort Worth, U.S. We are a global provider of auto finance solutions, with operations in North America, South America, and the Asia Pacific region. Support the Financial Planning Analysis Manager or AVP Forecasting, Planning, and Analysis by performing special projects such as analysis of trends and investigation of specific issues.
Financial Advisor (Financial Planning and Client Service) SWMGFinancial Advisor (Financial Planning and Client Service)Fort Worth, TXWhat makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. The ideal candidate is passionate about financial planning and investing, highly personable, a natural educator, and a confident presenter who demonstrates the highest integrity and a consistent commitment to putting clients first.
Financial Planning Associate (Open to Remote, If Not Local) First Command Financial Services, Inc.Financial Planning Associate (Open to Remote, If Not Local)Fort Worth, TXRemote$57,159.77–$75,022.03They must also work to gain deep knowledge of the financial planning process, military and federal benefits, retirement plans, insurance and investment products, Social Security and Medicare benefits and eligibility, principles of estate planning, income taxation rules, tax considerations in all stages of financial planning, and a variety of product solutions. The primary responsibility of the FPA is to facilitate a comprehensive financial planning training program for First Command’s newest advisors, equipping them with the knowledge and skills required for effective financial planning client engagements.
Senior Financial Planning & Analysis (FP&A) Regulus IndustriesSenior Financial Planning & Analysis (FP&A)Dallas, TexasOur team combines deep technical expertise across multiple disciplines with the operational rigor required to design, manufacture, deploy, and support systems in demanding real-world environments. Working closely with engineering, manufacturing, procurement, and leadership, the team ensures financial information is accurate, timely, and actionable while maintaining compliance and strong internal controls.
Financial Planning & Analysis Manager - Finance Vizient IncFinancial Planning & Analysis Manager - FinanceIrving, TX$77,400–$135,400 / yearYou will prepare monthly financial performance reports for Business Unit (BU) and Selling, General, and Administrative (SG&A) leaders that involve comparing variance analysis to key benchmarks, capturing financial and operational key performance indicators (KPIs), identifying business trends, and translating these trends into risks and opportunities. Serve as a resource and subject matter expert to Finance Business Partners (FBP) and Executive Leadership regarding functional knowledge and expertise to department management and others outside department/function.
Director, Financial Planning & Analysis (Hybrid) Globe Life And Accident Insurance CompanyDirector, Financial Planning & Analysis (Hybrid)McKinney, TexasThis role will partner with other leaders in the organization to drive a culture of accountability, through the design and refinement of financial models, analytical tools, processes, policies, and reporting that help uncover and effectively communicate trends, risks, and opportunities for improvement. Demonstrate a strong understanding of Globe Life’s overall business model, identify and monitor key drivers and operating metrics, implement scalable processes and automation, and deliver data-driven and actionable insights.
Senior Manager, Financial Planning & Analysis Digital Realty Trust IncSenior Manager, Financial Planning & AnalysisDallas, TX$130,000–$160,000 / yearPlatformDIGITAL, the company's global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx) solution methodology for powering innovation and efficiently managing Data Gravity challenges. Digital Realty gives its customers access to the connected data communities that matter to them with a global data center footprint of 300+ facilities in 50+ metros across 25+ countries on six continents.
VP - Financial Planning & Analysis Lexipol LLCVP - Financial Planning & AnalysisFrisco, TXFull timeOur top-notch team works closely with law enforcement, fire, EMS, corrections, and local government professionals to tailor our solutions to better address today’s challenges and keep first responders coming home safely at the end of each shift. The Vice President of Financial Planning & Analysis (FP&A) leads the organization’s FP&A function, providing strategic financial planning, forecasting, and analysis to support executive decision-making, resource allocation, and long-term growth.
Director, Financial Planning & Analysis Herself HealthDirector, Financial Planning & AnalysisDallas, TXWe are building a new model of primary care for women 50+ to solve long-standing problems: rushed appointments, long wait times, and care that's generalized rather than specialized towards women's needs later in life such as menopause, post-menopausal care, bone density, weight management, and mental, social and emotional well-being. Our ideal candidates have strategic prowess and the ability to use data to build best practices and implement great ideas in collaboration with our team and our community.
Senior Associate, Financial Planning & Analysis - Auto Finance Capital OneSenior Associate, Financial Planning & Analysis - Auto FinancePlano, TexasCandidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. As a Senior Associate, Financial Planning & Analysis (FP&A), you will be responsible for financial forecasting, reporting, modeling, and building strong relationships with technology business partners supporting our Refinance business.
Financial Planning Counselor Fisher InvestmentsFinancial Planning CounselorPlano, TXYou will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth conversations with clients to help them determine the right path for their financial future. Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care.
Financial Planning Advocate First Command Financial Services, Inc.Financial Planning AdvocateFort Worth, TXMaintain deep knowledge of the financial planning process, military and federal benefits, retirement plans, insurance, and investment products, Social Security and Medicare benefits, and eligibility principles of estate planning, income taxation rules, and tax considerations in all stages of financial planning and a variety of product solutions. First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site.
Financial Planning Advocate (Open to Fully Remote, If Not Local) First Command Financial Services, Inc.Financial Planning Advocate (Open to Fully Remote, If Not Local)Fort Worth, TXRemote$65,731.51–$86,273.38This individual must maintain deep knowledge of the financial planning process, military and federal benefits, retirement plans, insurance and investment products, Social Security and Medicare benefits and eligibility, principles of estate planning, income taxation rules, tax considerations in all stages of financial planning, and a variety of product solutions. The FPA performs a critical role as the primary SME and field-facing consultant on all aspects of the First Command Financial Planning experience.
VP - Financial Planning & Analysis LexipolVP - Financial Planning & AnalysisFrisco, TexasOur top-notch team works closely with law enforcement, fire, EMS, corrections, and local government professionals to tailor our solutions to better address today’s challenges and keep first responders coming home safely at the end of each shift. The Vice President of Financial Planning & Analysis (FP&A) leads the organization’s FP&A function, providing strategic financial planning, forecasting, and analysis to support executive decision-making, resource allocation, and long-term growth.
Financial Planning Associate First Command Financial Services, Inc.Financial Planning AssociateFort Worth, TXKnowledge, skills, and abilities: • Knowledge of financial planning tools, concepts, and strategies • Excellent verbal and written communication skills and organization skills • Works equally well independently and collaboratively • Skilled in self-motivation, self-development, and accountability • Organized, energetic, and able to display strong public speaking skills. They must also work to gain deep knowledge of the financial planning process, military and federal benefits, retirement plans, insurance, and investment products, Social Security and Medicare benefits, and eligibility principles of estate planning, income taxation rules, and tax considerations in all stages of financial planning and a variety of product solutions.
Financial Planning and Analysis Manager NeighborlyFinancial Planning and Analysis ManagerIrving, TexasMaintains strong financial discipline by proactively monitoring spend, identifying risks or opportunities early, and ensuring alignment to approved budgets. The position partners closely with cross-functional leaders to monitor performance against budget, identify risks and opportunities, and provide insights that drive effective financial management.
Financial Planning and Analysis Manager Neighbor.ly CorporationFinancial Planning and Analysis ManagerIrving, TXMaintains strong financial discipline by proactively monitoring spend, identifying risks or opportunities early, and ensuring alignment to approved budgets. The position partners closely with cross-functional leaders to monitor performance against budget, identify risks and opportunities, and provide insights that drive effective financial management.
Manager, Financial Planning & Analysis ABC Fitness Solutions LLCManager, Financial Planning & AnalysisTXRemote$100,000–$130,000 / yearSupporting 30K clubs, 650K coaches, 40M members, and processing more than $12B in payments every year, ABC Fitness provides scalable, data-driven solutions to simplify club management and engage members and clients. Support quarterly business reviews (QBRs), board meetings, and investor updates by producing insightful dashboards, forward-looking performance summaries, and performance against strategic priorities.
Financial Planning and Analysis, Associate TPGFinancial Planning and Analysis, AssociateFort Worth, TexasOur teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities. TPG invests across a broadly diversified set of strategies, including private equity, impact, credit, real estate, and market solutions, and our unique strategy is driven by collaboration, innovation, and inclusion.
Tax & Financial Planning Manager Farther Finance Advisors LLCTax & Financial Planning ManagerDallas, TXPartner with financial advisors nationwide to perform detailed tax analysis, including marginal rate modeling, Roth conversion analysis, tax-efficient withdrawal strategies, charitable planning, stock option and equity comp planning, and entity-structure implications. The Financial Planning and Tax Manager is responsible for delivering high-quality, tax-informed comprehensive financial plans in partnership with the firm's financial advisors and the Strategic Wealth Advisory Team.
Senior Director, Financial Planning and Analysis GXO Logistics IncSenior Director, Financial Planning and AnalysisIrving, TXWhat you'll do on a typical day: Manage a team of 14 reports spanning 3 functional areas: Strategic FP&A (investor, board, and executive reporting), Central Management FP&A (i.e. functional business partners), and Order to Cash (invoicing, collections, free cash flow planning). Lead the annual budget planning process, including coordinating companywide management resources and ensuring successful completion within targets; provide oversight for the entire P&L, balance sheet and cash flow with significant input from Sales and Operations.
Director, Financial Planning and Analysis (B2B, Fintech, SaaS) Chrome River Technologies, Inc.Director, Financial Planning and Analysis (B2B, Fintech, SaaS)Addison, TXThe ideal candidate is a mature finance leader who has supported a full P&L, with demonstrated depth across GTM and SaaS revenue drivers, including ARR, bookings, pipeline analytics, and customer economics, as well as the commercial expense structures underpinning the SaaS business model. We are seeking a Director, Financial Planning and Analysis to lead and serve as the senior finance business partner to our Go-to-Market and functional leadership teams.
Sr Analyst Financial Planning & Analysis Freeman Decorating Services, Inc.Sr Analyst Financial Planning & AnalysisDallas, TXThe Senior Analyst will partner closely with line-of-business (LOB) Finance leaders and operational stakeholders to build dashboards, run decision analyses, and surface enterprise- wide opportunities to optimize labor cost, mix, and productivity. Reporting to the Senior Manager, Corporate FP&A, this role is focused on labor analytics - including billability, utilization, and the strategic decision of when to hire full- time talent versus leveraging freelance / contingent labor.
Director, Financial Planning & Analysis (Hybrid) Globe Life IncDirector, Financial Planning & Analysis (Hybrid)McKinney, TXThis role will partner with other leaders in the organization to drive a culture of accountability, through the design and refinement of financial models, analytical tools, processes, policies, and reporting that help uncover and effectively communicate trends, risks, and opportunities for improvement. • Demonstrate a strong understanding of Globe Life's overall business model, identify and monitor key drivers and operating metrics, implement scalable processes and automation, and deliver data-driven and actionable insights.
Manager, Financial Planning and Analysis (B2B, GTM, SaaS) Chrome River Technologies, Inc.Manager, Financial Planning and Analysis (B2B, GTM, SaaS)Addison, TXThis role will own the financial planning, forecasting, and analytical infrastructure for Sales, Marketing, and associated GTM expenses, while driving deep analytical work across pipeline coverage, lead conversion, customer segmentation, pricing, and product adoption. The ideal candidate combines strong analytical horsepower with business acumen and interpersonal confidence to challenge assumptions, influence business unit leaders, and translate data into a compelling financial narrative.