CrawlJobs Logo

Financial Planning Analyst

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , Houston

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

We are offering an exciting opportunity for a Financial Planning Analyst in Houston, Texas. You will be instrumental in handling customer accounts, processing financial plans, and supervising new client onboarding. Your role will also include tracking and resolving customer inquiries, and working in a team environment with other analysts.

Job Responsibility:

  • Conduct in-depth assessments of clients’ financial situations, including income, expenses, investments, and liabilities
  • Analyze clients' financial goals, risk tolerance, and retirement needs
  • Prepare personalized financial plans based on clients' short- and long-term goals
  • Advise clients on retirement planning, including 401(k), IRA, pension plans, and other retirement savings accounts
  • Help clients determine how much they need to save for retirement and create a strategy to meet those targets
  • Plan for retirement income strategies and minimizing tax liabilities in retirement
  • Collaborate with tax professionals and attorneys to assist clients in tax planning and minimizing tax liabilities
  • Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of trusts, wills, and life insurance
  • Provide guidance on charitable giving strategies to support clients’ philanthropic goals
  • Assess clients' insurance needs and recommend policies for life, health, disability, and long-term care insurance
  • Advise clients on managing personal and business risks and mitigating potential financial losses
  • Educate clients on financial products, investment principles, budgeting, and other areas of personal finance
  • Help clients make informed decisions about saving, spending, and investing their money
  • Foster long-term relationships with clients by acting as a trusted advisor and providing continuous guidance
  • Monitor clients' financial situations on a regular basis, making adjustments to plans and investments as needed
  • Review financial plans with clients annually to ensure that their goals are on track and modify strategies based on life changes or new financial circumstances

Requirements:

  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • CFP Designation
  • Proficiency in financial planning and strategy
  • Knowledge of financial forecasting and diagnosis, corporate finance, and information analysis
  • Proficient in spreadsheets, databases, and financial software applications
  • Strong analytical skills to assess data, facts, and figures used to develop strategies
  • Exceptional communication skills to effectively convey financial information to non-financial colleagues
  • Ability to work independently and collaborate effectively as part of a team
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
March 26, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Icon
Robert Half - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Financial Planning Analyst

Financial planning analyst

社名非公開. 職種: 財務、会計、税務、経理. 業務内容: Managed monthly accounts and performance reports t...
Location
Location
Japan , Tokyo
Salary
Salary:
8000000.00 - 12000000.00 JPY / Year
https://www.randstad.com Logo
Randstad
Expiration Date
October 31, 2026
Flip Icon
Requirements
Requirements
  • Experienced in financial analysis and business planning
  • Skilled at multitasking in fast-paced environments
  • Strong communicator with relationship-building skills
  • Advanced in MS Excel and financial systems
Job Responsibility
Job Responsibility
  • Managed monthly accounts and performance reports to drive business results
  • Acted as Finance Business Partner, supporting managers with financial insights for cost and budget control
  • Consolidated and analyzed financial data aligned with company goals
  • Recommended cost-saving and performance-improving strategies
  • Compiled data into detailed reports on financial status and risks
What we offer
What we offer
  • 健康保険
  • 厚生年金保険
  • 雇用保険
  • Fulltime
Read More
Arrow Right

Financial Planning Analyst

A wealth management / financial planning firm in the Albany area is seeking a Fi...
Location
Location
United States , Albany
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • BA in business or related field
  • minimum of 3+ years of experience in public accounting or financial planning field
Job Responsibility
Job Responsibility
  • preparing reports, projections and recommendations for financial planning
  • retirement planning
  • taxes
  • estate flowcharts
  • some investment management duties
  • working directly with clients
  • various other duties typical of a financial planner
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • eligibility to enroll in company 401(k) plan
  • Fulltime
Read More
Arrow Right

Financial Planning Analyst

The role involves providing support to our client's advisory team, focusing on t...
Location
Location
United States , Philadelphia
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Possession of a minimum of one year of experience in financial planning or related roles
  • Proficiency in creating and managing annual financial plans
  • Demonstrated ability in conducting financial reconciliation
  • Prior experience in the financial services sector
  • Certification or relevant experience as a Personal Financial Specialist
  • Exceptional analytical skills and attention to detail
  • Strong communication and presentation skills
  • Proficiency in using financial software and Microsoft Office Suite
  • Ability to work independently and as part of a team
  • Bachelor's degree in Finance, Accounting, or related field is preferred
Job Responsibility
Job Responsibility
  • Compile reports on portfolio performance on a regular basis
  • Monitor and update client asset allocations
  • Conduct due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds
  • Prepare and coordinate materials for client meetings
  • Compile quarterly tax projections
  • Handle account creation and maintenance
  • Manage money movement including wire transfers and journals
  • Maintain and update the database regularly
  • Conduct ad hoc project management
  • Assist in portfolio performance updates
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan.
  • Fulltime
Read More
Arrow Right

Sr. Financial Planning & Analyst

We are offering an exciting opportunity to join our client as a Sr. Financial Pl...
Location
Location
United States , Lincoln
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's Degree in Accounting, Finance or Business
  • Minimum of 5 years experience in financial planning and analysis
  • Proven expertise in business systems
  • In-depth knowledge of data mining techniques
  • Experience with About Time software
  • Comprehensive understanding of accounting functions
  • Experience in auditing processes
  • Knowledge of budget processes
  • Proficient in capital management
  • Experience in budgeting and forecasting
Job Responsibility
Job Responsibility
  • Develop integrated revenue and expense analysis, projections, and reports
  • Ensure the accuracy of financial information recorded in monthly, quarterly, and annual reports
  • Analyze current and past financial data and conduct in-depth analysis
  • Prepare comprehensive reports and projections based on this analysis
  • Coordinate with other finance team members to review financial information and forecasts
  • Provide internal financial support to the business and assist in implementing strategies to meet business needs
  • Evaluate profit plans and provide recommendations for improvement
  • Identify trends in financial performance and suggest ways to improve
  • Use business systems and data mining techniques to consolidate system reporting
  • Support Finance and Accounting functions, including auditing, budgeting, and capital management
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Financial Planning Analysis Analyst

This role involves comprehensive financial planning and analysis tasks within ou...
Location
Location
United States , Midlothian
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proficiency in systems for effective data management
  • Familiarity with Accounting Software Systems
  • Ability to use Adaptive Insights for efficient business planning
  • Proficiency in Customer Relationship Management (CRM) software
  • Knowledge of Enterprise Performance Management (EPM)
  • Understanding of Accounting Functions
  • Experience in preparing Annual Budgets
  • Familiarity with Budget Processes
  • Ability to work closely with the Business Unit for strategic financial planning
  • Experience in Capital Management
Job Responsibility
Job Responsibility
  • Gathering financial data from various internal and external sources
  • Setting, tracking, and evaluating key performance indicators (KPIs) and objectives
  • Coordinating closely with the accounting and finance departments for seamless operations
  • Utilizing various planning methods such as predictive planning, driver-based planning, and multi-scenario planning for accurate financial forecasting
  • Budgeting for expenses required for executing the corporate plan
  • Offering FP&A finance support to the accounting teams regarding productivity, demand planning, reporting, and financial metrics
  • Preparing budgets and forecasts, conducting variance analyses, long-term planning, and risk/opportunity assessments
  • Participating in corporate projects and initiatives that have an organization-wide impact
  • Collaborating with the accounting team during the close process, which includes reviewing departmental general ledgers, recording transactional activity, preparing revenue and expense accruals, and providing P&L and Cash variance explanations to budget and forecasts
  • Identifying areas for revenue opportunities and cost improvements
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • eligibility to enroll in company 401(k) plan
  • Fulltime
Read More
Arrow Right

Financial Planning & Analysis Analyst II

This individual contributor is primarily responsible for supporting financial pl...
Location
Location
United States , Greenwood Village
Salary
Salary:
63600.00 - 82280.00 USD / Year
kaiserpermanente.org Logo
Kaiser Permanente
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelors degree in finance, business, or related field OR Minimum three (3) years financial planning and/or data analysis experience, or directly related business experience
  • Two (2) years experience working with intermediate functions of spreadsheet software (e.g., Excel), including filtering data, creating pivot tables, and linking workbooks or spreadsheets
  • Two (2) years experience working with KP data sources or tools
  • Knowledge, Skills and Abilities: Ambiguity/Uncertainty Management
  • Attention to Detail
  • Business Knowledge
  • Communication
  • Critical Thinking
  • Cross-Group Collaboration
  • Decision Making
Job Responsibility
Job Responsibility
  • Supports financial planning, modeling, analysis, and forecasting
  • Assists in financial assessment
  • Prepares financial and other reports
  • Researches financial trends
  • Supports the evaluation of the business environment by assisting with financial assessment
  • Supports internal and external audits by assisting with preparation of audit schedules and review of audit results
  • Supports the creation of budgets and/or forecasts in accordance with business strategic initiatives
  • Supports others in advising region/business unit leaders on strategic fiscal matters
  • Supports financial modeling
  • Supports assessment of the business vision, objectives, and strategic initiatives
What we offer
What we offer
  • Pay equity and transparency
  • Flexibility to work from home
  • Fulltime
Read More
Arrow Right

Financial Planning and Analysis Analyst

We are seeking a detail-oriented and analytical Financial Planning and Analysis ...
Location
Location
United Kingdom , Weymouth
Salary
Salary:
50000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Relevant finance/treasury qualification or business degree, or equivalent experience
  • Experience in financial planning and analysis within complex group structures
  • Proficient in scenario and stress testing, with knowledge of operational triggers and mitigation strategies
  • Strong understanding of financial statements and accounting standards
  • able to present findings to senior stakeholders
  • Experience in cash flow analysis and forecasting
  • Advanced Excel skills and proficiency in Microsoft Office
  • Familiarity with financial planning and business intelligence tools
  • Excellent organisational and time management skills
  • Strong communication skills
Job Responsibility
Job Responsibility
  • Assist in preparing the Group's annual and quarterly financial plans under supervision
  • Input and translate financial data into the Group's financial planning software
  • Reconcile planning data with budgets and forecasts, ensuring accuracy and working with data providers to improve data quality
  • Conduct stress testing and scenario analysis on the business plan
  • report findings and develop new risk analysis methods
  • Reconcile FFR with statutory accounts and provide insights to management
  • Contribute to the business plan and analysis required for the annual S&P credit rating submission
  • Provide monthly peer benchmarking analysis related to credit ratings in the housing sector
  • Support monthly cash flow forecasting and reporting
  • help enhance forecasting processes
  • Fulltime
Read More
Arrow Right

Analyst - financial planning and analysis

We’re partnering with a well-established, mid-sized local company in the service...
Location
Location
Canada , Vancouver
Salary
Salary:
75000.00 - 95000.00 CAD / Year
https://www.randstad.com Logo
Randstad
Expiration Date
January 14, 2026
Flip Icon
Requirements
Requirements
  • Post-secondary education in Accounting, Finance, Economics, or a related field
  • A minimum of 1–3 years of experience in a financial analyst or budgeting role
  • Strong analytical mindset with the ability to synthesize and clearly present financial data
  • Experience working with financial statements and variance analysis
Job Responsibility
Job Responsibility
  • Prepare and maintain regular departmental KPI reports and dashboards
  • Support monthly and year-end close by performing variance analysis and preparing reconciliations
  • Assist with the preparation of annual budgets and rolling forecasts
  • Support ad hoc financial and operational reporting needs, including those from external stakeholders such as Health Authorities
  • Collaborate with the Payroll Manager to provide accurate and timely payroll reporting to senior leadership
  • Develop business cases, forecasts, and financial models to support key decision-making and strategic planning
  • Participate in the upcoming implementation of a new FP&A tool (Datarails or similar), providing input on design, testing, and rollout
What we offer
What we offer
  • RRSP matching
  • Hybrid work environment (3 days in office)
  • Very flexible schedule
  • Young, dynamic team culture
  • Reporting to a great leader with a collaborative management style
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Poland Jobs Ireland Jobs Germany Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy