Senior Financial Planning jobs in Dallas, TX

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SENIOR FINANCIAL ADVISOR- CFP

In this role, you will play the role of Financial Planner, Book of Business Manager and Behavioral Coach As Relationship Managers, Advisors are responsible to establish, build upon, and maintain trusting long-term relationships. T...

CompanyVanguard
AddressDallas, TX
CategoryAccounting/Finance
Job typePermanent
Date Posted 2 days ago See detail

Senior Financial Advisor- CFP

Vanguard

Dallas, TX

In this role, you will play the role of Financial Planner, Book of Business Manager and Behavioral Coach As Relationship Managers, Advisors are responsible to establish, build upon, and maintain trusting long-term relationships. T...

Senior Financial Analyst

Integrity Marketing Group

Dallas, TX

Conduct thorough financial analysis, including but not limited to budgeting, forecasting, variance analysis, and financial modeling. Prepare detailed reports on financial performance, including key metrics, trends, and recommendat...

Senior Financial Modeling Analyst

Amn Healthcare

Dallas, TX

Provides support and coordination for AMN's external financial reporting processes, including responsibilities associated with monthly, quarterly and annual financial reporting. Evaluates monthly comparative operating results and...

Health Plan Sales Senior Director (Remote)

Ntt Data, Inc.

Dallas, TX

United States, Texas, Dallas

Help grow the Health Plan Practice by developing and executing go-to-market strategy.. Coach and promote continuous development of the Sales Executive team. Generate, contribute, track and manage new sales and account plan formula...

Financial Accounting/Financial Planning | Analyst | Dallas

Goldman Sachs

Dallas, TX

We use our expertise to execute strategic initiatives to provide internal clients, such as firm and divisional leadership, access to financial information more efficiently and effectively. DIVISIONS AND JOB FUNCTIONS Controllers p...

Senior Manager Corporate Financial Planning & Analysis

Caterpillar

Irving, TX

Do work that has a true business impact! Provide direct support to Executive Office and impact Caterpillars business results, external communications and Global Finance strategy. Collaborate and Grow your Network! Lead and devel...

Senior Auditor - Financial Crimes Audit New

Wells Fargo

Addison, TX

Perform audit testing components of assigned audits within multiple segments of the Audit Plan. Plan and execute independent audit testing and ensure that they are timely and accurate. Identify and assess key risks and controls. E...

Senior Plans Examiner - Plumbing (Development Services)

City Of Dallas, Tx

Dallas, TX

$54,910.10 - $68,637.63 a year

Welcome to the City of Dallas!The City of Dallas is one of the largest employers in the DFW Metroplex.We offer growth opportunities and a chance to make a difference in our community.What do we offer?A competitive salary, five-yea...

Patient Financial Representative Senior- Commercial Collector

Christus Health

Irving, TX

Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution. Provides continuous updates and information to...

Sr Financial Planning Analyst

Lennox International

Richardson, TX

WHAT YOU'LL BE DOING Our business unit finance team has a need to completely redesign our cashflow and balance sheet forecasting process. You successfully shift gears as new developments and competing priorities arise - balancing...

Specialist/Senior Specialist, Strategic Planning

American Airlines

Dallas, TX

$49.7K - $63K a year

This role is a member of the Strategy and Planning within the People team. Responsible for leading key People all hands events, while coordinating internal and external events and data tracking. Provide daily logistic support to t...

Engagement Financial Advisors, Senior Consultant (Government & Public Services)

Deloitte

Dallas, TX

$115K - $145K a year

Lead and oversee budget preparation activities and forecasts. Project and track financial metrics such as revenue, cost and profitability. Manage lifecycle of engagements including set up, revenue recognition and compliance, month...

Senior Health Plan Compliance Analyst (Work from Home)

Neuehealth

Dallas, TX

$93.6K - $119K a year

Chair the Policy Review Committee and lead efforts to approve, review, and publish new and updated policies and procedures. Monitor the compliance hotline and compliance email address and work with the Compliance Officer to coordi...

Analyst/Senior Analyst, Health Strategy Plan Manager

American Airlines

Dallas, TX

$82.7K - $105K a year

This job is a member of the Benefits Strategy and Planning Team within the People/HR Division Responsible for analyzing, developing, recommending, and implementing health and well-being strategies to ensure market competitiveness...

Senior Financial Analyst - R&D Strategic Finance

Opengov

Plano, TX

parental leave, long term disability

Imagine yourself being able to help small business owners open their doors faster, ensuring our tax dollars are accounted for, creating safer infrastructure, modernizing the permitting process, and assisting with disaster recovery...

Senior Financial Analyst

Penske Logistics

Irving, TX

Position Summary: A Penske Logistics Sr. Financial Analyst is responsible for data mining and analysis, presentation of results, consulting and recommending process improvements and special projects. The position provides support...

Senior Financial Analyst

Fairway All Brands Page

Plano, TX

Prepare monthly reports and analysis on financials to be distributed to the business. Perform monthly analysis of revenue vs forecast, with details of under- or over-performance. Responsible for the preparation and presentation of...

Senior Financial Analyst

Fairway Lawns

Plano, TX

Prepare monthly reports and analysis on financials to be distributed to the business. Perform monthly analysis of revenue vs forecast, with details of under- or over-performance. Responsible for the preparation and presentation of...

Senior Financial Analyst

The University Of Texas At Arlington

Arlington, TX

Requires occasional evening or weekend hours. Advise and assist the Capital Projects team with project-related account and budget reporting. Provide project managers with accurate financial information. Recommend solutions on fina...

Financial Service Officer- Irving Branch- Generous Incentive Plan

Mobility Credit Union

Irving, TX

$22.50 - $24.50 an hour

(E) 30% Identifies cross sell opportunities and cross sells products and members. Participates in sales development activities. (E) 25% Interviews member loan applicants to develop information concerning their loan need earnings,...

Patient Financial Representative Senior - Billing

Christus Health

Irving, TX

* Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution. Provides continuous updates and information...

Senior Financial Analyst

Babich & Assoc.

Addison, TX

They specialize in helping franchisees navigate the growth process strategically while providing critical support and resources. They're looking to add an Financial Analyst to their team as the recently acquired a leading brand in...

Financial Planning & Analysis Intern

Lennox International

Richardson, TX

Gain exposure to top-line Financial Planning & Analysis activities by assisting in forecasting, variance analysis, financial reporting, and scenario planning. Partner and collaborate with business functions to provide financial su...

Financial Planner, Centralized Planning Group

Charles Schwab

Grand Prairie, TX

Providing exceptional on-going client support by handling day-to-day service requests via phone and email. Assisting clients in navigating and understanding Schwab's website, proprietary investing tools, portfolio performance data...

Financial Planner, Centralized Planning Group

Charles Schwab

Addison, TX

Providing exceptional on-going client support by handling day-to-day service requests via phone and email. Assisting clients in navigating and understanding Schwab's website, proprietary investing tools, portfolio performance data...

Senior Manager, Senior Counsel - Financial Services Legal Team

Capital One

Plano, TX

Strong executive communication skills. Impeccable written and oral communication credentials. Strategic-influencing skills and the ability to drive consensus across diverse teams through exercising sound judgment and employing int...

Senior Decision Support Financial Analyst / Finance

Texas Health Resources

Arlington, TX

Bachelor's Degree Accounting, Finance, or other business-related field is required. Three (3) years finance experience in a healthcare environment is required. One (1) year Decision Support experience is preferred. CPA - Certified...