225 Results for

Financial Planning Jobs in Richardson, TX

Jobs

$190,000–$240,000 / year

Responsibilities: Lead the end-to-end financial planning, forecasting, and reporting processes, including annual budgets, monthly performance reports, quarterly guidance, and long-range planning. Serve as a key strategic partner to the CFO and CEO providing comprehensive P&L analysis, cross functional collaboration with operational teams, and actionable insights to support decision making.

6 days ago

Dallas, TX

Demonstrated track record consolidating monthly results, owning the annual budget, and designing and operating disciplined forecasting cycles - including hands-on experience implementing a rolling forecast. The VP, Corporate FP&A will collaborate closely with line-of-business FP&A partners, accounting, treasury, tax, and operational leaders to drive performance management, financial discipline, and capital allocation decisions across the enterprise.

13 days ago

Irving, TX

p>What 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.

30+ days ago

Dallas, Texas

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) / Private Wealth Advisors (PWA)/teams with the use of firm-approved financial planning systems and engaging with clients.

14 days ago

Dallas, TX

We 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.

21 days ago

Dallas, TX

The 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.

22 days ago

Plano, Texas

Candidates 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.

30+ days ago

Irving, TX

Stakeholder 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.

26 days ago

Dallas, Texas

The VP FP&A will partner with key leadership including the Chief Financial Officer and the finance leadership team; business segment leaders and their finance leaders; the executive leadership team comprised of the CEO and direct reports; and segment FP&A teams. This executive will lead and manage the enterprise FP&A framework, business planning processes (strategic planning, annual planning, capital planning and forecasting), and global analytics tools across Kimberly-Clark’s businesses and functions to deliver strong, risk-balanced, plans for sustained business growth.

22 days ago

Dallas, TX

Reporting to the VP, Corporate FP&A, this role will serve as a hands-on technical leader within the Corporate FP&A team, with primary ownership of the quarterly, annual, and long-term enterprise cash forecasts and a leading role in designing, building, and operationalizing Freeman's rolling forecast process.

The Senior Manager will partner closely with the FP&A business partners across the lines of business, Treasury, Accounting, and the financial systems team to deliver accurate, decision- ready forecasts and to modernize Freeman's planning processes through better data, automation, and AI.

22 days ago

Frisco, TX

Full time

Our 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.

30+ days ago

Dallas, Texas

Our 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.

30+ days ago

Dallas, TX

$160,000–$200,000 / year

Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). This Vice President is the first dedicated FP&A hire within the Accounting & Finance function, playing a critical role in building and scaling financial planning and analysis capabilities in a fast-paced, sponsor-backed, entrepreneurial environment.

30+ days ago

Frisco, Texas

30+ days ago

Dallas, TX

p>Job Objective:

The Financial Planning and Analysis Manager is a leading performer responsible for planning, executing, and overseeing financial planning and analysis programs and initiatives within an organization. In exchange for their hard work, we support our people with a family-friendly work environment, a commitment to promoting from within, unique benefits that go beyond just medical and dental, and a belief that every employee deserves a productive life outside of work.

22 days ago

Dallas, TX

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Empower Pharmacy is a visionary healthcare company dedicated to making quality, affordable medication accessible to millions of patients nationwide. The employee is often required to remain in a stationary position for a significant amount of the workday and frequently use their hands and fingers to handle or feel in order to access, input, and retrieve information from the computer and other office productivity devices.

24 days ago

McKinney, Texas

This 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.

30+ days ago

Westlake, Texas

Remote

See for yourself and learn more about our benefits offerings:

Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments. 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.

8 days ago

Irving, Texas

Maintains 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.

30+ days ago

Irving, TX

30+ days ago

Remote

$100,000–$130,000 / year

Supporting 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.

30+ days ago

Dallas, TX

Part time

Petrus Aviation, LLC is a flexible and efficient provider of equity and capital to the aviation industry, financing investments in aircraft and engine leasing, trading, part out, and freighter conversions. This position requires strong analytical acumen, leaderships skills, sound business judgment, and a deep understanding of financial and operational drivers within a fast-paced and evolving environment.

30+ days ago

Plano, TX

$65,000–$90,000 / 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 be responsible for developing and implementing financial plans and strategies, managing budgets, and conducting cash flow projections.

10 days ago

Dallas, TX

Partner 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.

30+ days ago

Irving, TX

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. Stakeholder 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.

14 days ago

Plano, Texas

Full time

You 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.

30+ days ago

Addison, TX

The 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.

27 days ago

Dallas, TX

Support special projects and related investment-aligned programs, including the Associate Investment Opportunity Plans, providing exposure to deal-level economics, associate investment participation, and cross-functional leadership discussions. The Senior FP&A Analyst will help evaluate project and portfolio performance, support annual budgeting and cash planning, develop financial models and analyses, and prepare insights that inform capital allocation, operating decisions, and senior leadership reporting.

28 days ago

Dallas, TX

Reporting into our Vice President, Financial Planning & Analysis, you will lead a small, high-performing team and be responsible for managing the profitability of business operations by preparing short and long-range forecasting of operational and capital budgets, variance analysis, and annual and multi-year planning.

As a strategic advisor, and thought leader, youll also use your collaboration and communication skills to drive alignment and positively influence financial decisions and corresponding results across business units and broader finance teams.

30+ days ago

Lewisville, Texas

$110,000–$125,000 / year
Full time

Participate as an internal consultant to the groups on financial issues including, but not limited to, budget compliance/profit and loss, clinical performance, operational/contractual compliance, 3rd party billing compliance, etc. The Manager Financial Planning and Analysis directs and establishes controls to monitor the group’s operational plans and cost performance and policies in compliance with generally accepted accounting practices.

10 days ago

Dallas, TX

p>• Bachelor's degree • Experience in producing financial plans and working with financial planning software • Excellent written and verbal communication skills • Proficient in Microsoft computer applications • Excellent time management and organizational skills. You will use your knowledge in the financial services industry, effective communication skills, and experience with financial planning software to help develop and deliver client-focused financial plans.

30+ days ago

This 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.

27 days ago

McKinney, TX

This 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.

30+ days ago

Plano East, TX

$143,320–$273,930 / year

What you have: Bachelor's Degree in Business, Marketing, Supply Chain, Statistics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree (Total of 12 years of experience without bachelors degree). Ensures product team delivers sales support to all distribution channels (e.g., com, mobile, contact center) so that the product is properly positioned to customers (sales tool and collateral development, sales training, etc.).

30+ days ago

Dallas, TX

The GPO planning advisory team are experts are delivering complex and customized financial planning solutions, including tax planning and preparation, estate planning, cash flow planning, benefits and compensation planning, risk management and insurance plannings, charitable giving planning etc., to meet the needs of our sophisticated high net worth clientele. Our Planning Advisors partner with GPO's Investment Management arm to deliver seamless, coordinated, and comprehensive financial advice and service to the Firm's partners, serving as "CIO" and "CFO" to help our clients reach their personal wealth goals.

30+ days ago

Richardson, TX

$140,000–$183,750 / year

p>Lennox (NYSE: LII) Driven by 130 years of legacy, HVAC and refrigeration success, Lennox provides our residential and commercial customers with industry-leading climate-control solutions.

Depending on date of hire, and subject to applicable eligibility requirements, new employees in this role also receive up to: 12 days paid time off, 2 paid well-being days, 1 paid volunteer day, 12 paid holidays, and 3 floating holidays per year.

30+ days ago

Dallas, TX

Part time

29 days ago

Carrollton, Texas

$95,000–$155,000 / year

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Manage the development, testing, and deployment of internally-developed and third-party models for the forecasting and valuation of mortgage-related products and other financial instruments that Pennymac may invest in or manage, which in turn are utilized in investment analysis, business forecasting and planning, and financial reporting.

Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below:

Lower in range - Building skills and experience in the role.

30+ days ago

DALLAS, TX

USA Compression Partners, LP, (NYSE: USAC) provides mission-critical natural gas compression services to large upstream and midstream energy companies. This role is highly hands-on and will lead the design and execution of a newly developed budgeting process within TM1, partnering closely with corporate leadership and field operations.

30+ days ago

DALLAS, TX

30+ days ago

Dallas, TX

Demonstrated track record consolidating monthly results, owning the annual budget, and designing and operating disciplined forecasting cycles — including hands-on experience implementing a rolling forecast. The VP, Corporate FP&A will collaborate closely with line-of-business FP&A partners, accounting, treasury, tax, and operational leaders to drive performance management, financial discipline, and capital allocation decisions across the enterprise.

3 days ago

Dallas, Texas

Loenbro is a trusted, long-term construction lifecycle partner to thousands of customers across the U.S. Our market spans all industries and our service offerings include Critical Electrical, Mechanical & Structural, Soft Crafts, Inspection, Underground Maintenance and Installation, and Fabrication. Lead weekly and monthly operating reviews (MOR) including presentation to Senior Leadership Teams – providing detailed finaincal insights including actuals vs forecast performance .

21 days ago

Plano, TX

The Finance team's effectiveness directly contributes to excellence in ministry accountability, stewardship, informed decision-making, sound fiscal management, and the overall reputation of the organization.

Excellent written and verbal communication skills, with the ability to present complex financial information clearly to finance and non-finance audiences.

24 days ago

Plano, TX

It's the homes where people will raise their child, form their most important memories, plot the course for their future, spend quality time with their grandchildren or enjoy quiet times reflecting on a life full of accomplishments. Hovnanian Companies, LLC, a subsidiary of Hovnanian Enterprises, Inc., a well-respected publicly traded company, is committed to providing an environment and programs that help our associates flourish.

30+ days ago

This role sits at the intersection of financial modeling, board-level storytelling, and cross-functional decision support - owning the analytical work that underpins Emburse's most consequential financial decisions, including new product launches, investment cases, headcount and program ROI analysis.

The Manager, Corporate FP&A will operate with significant autonomy, manage a Lead Financial Analyst, and work directly with the Vice President, FP&A to enhance the financial rigor and architecture that supports Emburse's growth strategy.

3 days ago

Dallas, Texas

The Finance team’s effectiveness directly contributes to excellence in ministry accountability, stewardship, informed decision-making, sound fiscal management, and the overall reputation of the organization. The Senior Financial Planning Analyst supports the organization’s strategic and financial objectives by providing accurate financial forecasting, detailed analysis, and data-driven reporting.

21 days ago

Frisco, TX

In the top 100 of Engineering News-Record's Top 500 Design Firms list, with more than 1,500 employees, Garver provides an exceptional level of client service that reflects our people-first culture, which has achieved Zweig Group Best Firm to Work For Legacy Status. Founded in 1919, Garver is an employee-owned engineering, planning, and environmental services firm focused on aviation, transportation, buildings, federal, water and wastewater services; surveying; advisory services; and construction engineering and inspection.

15 days ago

Plano, TX

Role Summary: The Manager of Corporate Financial Planning & Analysis will play an important role for Cinemark, providing significant financial planning and analysis support to Cinemark's senior management team. This role partners closely with HR, Legal, and corporate functional leaders to ensure accurate workforce planning, disciplined cost management, and effective incentive governance.

30+ days ago

Frisco, TX

15 days ago

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Minimum 10 years of combination of experience in any of the following financial categories: Strategic Finance, P&L Ownership, Accounting, Finance Business Partner, Finance Operations, Corporate Finance, or Financial Planning & Analysis (FP&A) such as annual budgeting, monthly forecasting, performing expense analysis, management reporting.

At Jack Henry, we deliver technology solutions that are digitally transforming and empowering community banks and credit unions to provide enhanced and streamlined user experiences to their customers and members.

30+ days ago

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Financial Planning Jobs in Richardson, TX

Vice President, Financial Planning & Analysis Ribbon Communications Inc

VP Financial Planning & Analysis Freeman Decorating Services, Inc.

Senior Director, Financial Planning and Analysis GXO Logistics Inc

Financial Planning Analyst Morgan Stanley

Director, Financial Planning & Analysis Herself Health

Sr Analyst Financial Planning & Analysis Freeman Decorating Services, Inc.

Senior Associate, Financial Planning & Analysis - Auto Finance Capital One

Senior Financial Analyst, USNS Planning Amazon.com Inc

Vice President, Financial Planning & Analysis Kimberly-Clark

Sr Manager Financial Planning & Analysis Freeman Decorating Services, Inc.

VP - Financial Planning & Analysis Lexipol LLC

Senior Financial Planning & Analysis (FP&A) Regulus Industries

Vice President, Financial Planning & Analysis (FP&A) Portage Point Partners LLC

VP - Financial Planning & Analysis Lexipol

FINANCIAL PLANNING AND ANALYSIS MANAGER Mohawk Industries Inc

Senior Manager, Financial Planning and Analysis Empower Pharmacy

Director, Financial Planning & Analysis (Hybrid) Globe Life And Accident Insurance Company

Financial Planning Consultant - Westlake, TX Fidelity

Financial Planning and Analysis Manager Neighborly

Financial Planning and Analysis Manager Neighbor.ly Corporation

Manager, Financial Planning & Analysis ABC Fitness Solutions LLC

Senior Analyst, Financial Planning and Analysis Petrus Aircraft Management LLC

Financial Planning Specialist Jobot

Tax & Financial Planning Manager Farther Finance Advisors LLC

Finance Manager, USNS Planning Amazon.com Inc

Financial Planning Counselor Fisher Investments

Director, Financial Planning and Analysis (B2B, Fintech, SaaS) Chrome River Technologies, Inc.

Senior Financial Planning and Analytics Analyst Hillwood Properties

Director Financial Planning & Analysis FP&A ATI Inc

Manager Financial Planning and Analysis Med-Trans Corporation

Financial Planning Specialist Cullen/Frost Bankers Inc

Manager, Financial Planning and Analysis (B2B, GTM, SaaS) Chrome River Technologies, Inc.

Director, Financial Planning & Analysis (Hybrid) Globe Life Inc

Director, Product Management - Financial Planning & Advice (Investment Service Company / ISCO) USAA

Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - Dallas The Goldman Sachs Group Inc

Sr. Manager, Financial Planning/Analysis Lennox International Inc

Senior Financial Planning and Analytics Analyst Hillwood Development Company LLC

VP, Financial Planning and Analysis Pennymac

Financial Planning & Analysis Manager Energy Transfer LP

Financial Planning & Analysis Manager USA Compression Partners LP

VP Financial Planning & Analysis FREEMAN

Director, Divisional Financial Planning & Analysis - South Loenbro

Financial Planning Analyst Alliance Defending Freedom

Financial Planning Specialist Hovnanian Enterprises Inc

Manager, Corporate Financial Planning and Analysis (B2B, GTM, SaaS) Chrome River Technologies, Inc.

Senior Financial Planning Analyst Alliance Defending Freedom

Airport Business and Finance Planner - Commercial Planning Garver LLC

Finance Manager - G&A, Workforce Planning & Incentives Cinemark Holdings Inc

Airport Business and Finance Planner - Capital Planning Garver LLC

Financial Analyst Finance Business Partner Advisor Jack Henry & Associates Inc

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