39 Debt Management jobs in Plano
Delinquency Specialist
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Job Description
Are you highly organized, detail-driven, and ready to make a direct impact on financial performance? American Communities is hiring a Delinquency Specialist to lead centralized efforts in managing rent collection, notices, and eviction processes across our property portfolio.
This role plays a key part in minimizing financial losses and supporting smooth unit turnover by tracking past-due accounts, coordinating timely communications, and ensuring compliance with legal and policy standards. You'll also serve as a liaison between site teams, legal partners, and auditors to keep delinquency actions on schedule and well-documented.
The ideal candidate has 2+ years of experience in property management, rent collections, or legal administration, and is familiar with eviction procedures and systems like Yardi. Strong communication skills, attention to detail, and the ability to manage sensitive resident interactions are essential. Join a company that values accountability, collaboration, and operational excellence.
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Analyst, Financial Planning
Posted 2 days ago
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Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you'll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you'll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board!
**Why you'll love this job**
+ ?This job is a member of the Finance Team within the Finance Division.
+ Responsible for analyzing financial position of company by maintaining and enhancing current forecasting models.
**What you'll do**
+ Provide guidance to senior executive team and Board of Directors regarding the Company's financial performance and near-term financial outlook in context of internal and external factors impacting the Company
+ Maintain and enhance forecasting models to improve accuracy and relevance, aligning closely with organizational goals
+ Collaborate with Division Controllers and Commercial Planning teams to maintain forecast accuracy and drive performance toward Company goals and KPIs
+ Prepare detailed cause-and-effect analyses for senior management on complex financial matters, providing valuable insights for strategic decision-making
+ Collaborate and work closely with various groups across the Company to understand respective business units and their impacts to the Company's bottom line
+ Compile Board of Directors packages justifying large projects, explaining financial performance, or the financial forecast
+ Work extensively as consultants for other groups in the company
+ Provide various reports that are reviewed by CFO and other key executives
+ Prepare materials for earnings calls and Board of Director meetings
**All you'll need for success**
**Minimum Qualifications- Education & Prior Job Experience**
+ Bachelor's degree or equivalent with a concentration in Finance/Economics or equivalent training/experience
+ 3+ years experience in Corporate Finance, Accounting, Financial Services, or Consulting, including experience with advanced financial modeling and analysis
**Preferred Qualifications- Education & Prior Job Experience**
+ ?Airline or travel industry experience
+ MBA from a leading institution
**Skills, Licenses & Certifications**
+ ?Adaptability and flexibility in the use of analytical approaches pertaining to financial issues
+ Excellent teamwork skills, with proven ability to work effectively in a variety of situations
+ Advanced aptitude in problem-solving, including the ability to logically structure an appropriate analytical framework
+ Skilled in Microsoft Office Software (e.g., Word, Excel, Access, PowerPoint)
**What you'll get**
Feel free to take advantage of all that American Airlines has to offer:
+ Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network.
+ Health Benefits: On day one, you'll have access to your health, dental, prescription and vision benefits to help you stay well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more.
+ Wellness Programs: We want you to be the best version of yourself - that's why our wellness programs provide you with all the right tools, resources and support you need.
+ 401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year.
+ Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more
**Feel free to be yourself at American**
From the team members we hire to the customers we serve, inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world.
Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life's journey? Feel free to be yourself at American.
EQUAL EMPLOYMENT OPPORTUNITY/ AFFIRMATIVE ACTION POLICY
American Airlines maintains a continuing policy of nondiscrimination in employment. It is our policy to provide equal opportunity and access for all persons, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a disabled veteran or other protected veteran, in all phases of the employment process and in compliance with applicable federal, state, and local laws and regulations. This policy of nondiscrimination shall include, but not be limited to, the following employment decisions and practices: hiring; upgrading; promotions; demotions or transfers; layoffs; recalls; terminations; rates of pay or other forms of compensation; selection for training, including apprenticeship; and recruitment or recruitment advertising.
Financial Planning & Analyst
Posted 18 days ago
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The Sr Analyst role in the Sustainability Business provides the opportunity for you to develop your knowledge and have a direct impact on the US efficiency P&L - orders, revenue, gross margin, and support function costs. This is an excellent opportunity for the interested candidate to further a career in Finance/FP&A.
This position will allow you to gain exposure to several areas within the business including Sales, Project Controls, Legal, Treasury, Proposals, and interaction with the Leadership/Executive Team.
Business Finance function delivers scalable growth and value through thoughtful analysis that drives strategic decision-making and business advisory.
- Deliver excellence in analytics and value add analysis for a One version of the truth
- Deliver proper financial insight and accurate forecasting to support and drive decision-making for Group Equity Story
- Build strong partnering and collaboration with business based on trust and competence
- Drive and challenge consistency between decisions and impacts to overall profitability and value
- Implement standard processes and automated ways of working for better supporting business while being more effective
What will you do?
• Prepare monthly Line of Business meetings and partner with sales and operations leadership team, recap actual results versus forecast, prepare monthly variance reports and roll up latest forecast.
• Business planning input submission and validation for all major Rolling Forecast.
• Own business cash metrics analysis, prepare Accounts Receivable & DSO summaries and escalate issues.
• Responsible for utilization analysis and drive actions as needed.
• Monitor and report on booked vs delivered margin on project execution.
• Responsible for project cost transfers and cost revisions processing for the regions.
• Coordinate with sustainability business finance team on all planning and analysis needs.
• Tracking Schneider Electric embedded content in projects and bring awareness to the efficiency team.
What qualifications will make you successful for this role?
• Bachelor's Degree in Business Administration (preferably Finance / Accounting)
• MBA and/or Accounting Certification (CA, CMA, CGA) is preferred
• 3+ years of relevant corporate finance experience, preferably in project/construction industries
• Expert Microsoft Excel skills (including pivot tables, lookup functions, graphing, macros a plus)
• Large data processing and visualization tool (Tableau, BI, etcs.)
What skills and capabilities will make you successful?
• Strong team player with excellent interpersonal and communication skills
• Ability and willingness to learn and adapt in a fast-paced and dynamic environment
• High energy individual that is assertive, proactive, results oriented and customer focused
• Proven track record of process improvement and driving changes
• Ability to multitask and work under pressure with tight deadlines
You must submit an online application to be considered for any position with us. This position will be posted until filled.
Looking to make an IMPACT with your career?
When you are thinking about joining a new team, culture matters. At Schneider Electric, our values and behaviors are the foundation for creating a great culture to support business success. We believe that our IMPACT values - Inclusion, Mastery, Purpose, Action, Curiosity, Teamwork - starts with us.
IMPACT is also your invitation to join Schneider Electric where you can contribute to turning sustainability ambition into actions, no matter what role you play. It is a call to connect your career with the ambition of achieving a more resilient, efficient, and sustainable world.
We are looking for IMPACT Makers; exceptional people who turn sustainability ambitions into actions at the intersection of automation, electrification, and digitization. We celebrate IMPACT Makers and believe everyone has the potential to be one.
Become an IMPACT Maker with Schneider Electric - apply today!
€36 billion global revenue
+13% organic growth
150 000+ employees in 100+ countries
#1 on the Global 100 World's most sustainable corporations
You must submit an online application to be considered for any position with us. This position will be posted until filled.
Schneider Electric aspires to be the most inclusive and caring company in the world, by providing equitable opportunities to everyone, everywhere, and ensuring all employees feel uniquely valued and safe to contribute their best. We mirror the diversity of the communities in which we operate, and 'inclusion' is one of our core values. We believe our differences make us stronger as a company and as individuals and we are committed to championing inclusivity in everything we do.
At Schneider Electric, we uphold the highest standards of ethics and compliance, and we believe that trust is a foundational value. Our Trust Charter is our Code of Conduct and demonstrates our commitment to ethics, safety, sustainability, quality and cybersecurity, underpinning every aspect of our business and our willingness to behave and respond respectfully and in good faith to all our stakeholders. You can find out more about our Trust Charter here
Schneider Electric is an Equal Opportunity Employer. It is our policy to provide equal employment and advancement opportunities in the areas of recruiting, hiring, training, transferring, and promoting all qualified individuals regardless of race, religion, color, gender, disability, national origin, ancestry, age, military status, sexual orientation, marital status, or any other legally protected characteristic or conduct.
Director Financial Planning & Analysis
Posted today
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Job DescriptionJob Description Job Summary: Everest client is a rapidly growing PE-backed company, is looking to add a highly skilled Finance Director to its team. The position is a leadership role within the finance function, focusing on strategic analysis and actionable insights to optimize commercial and supply chain performance. JOB RESPONSIBILITIES: Analyze financial and operational data to identify trends, opportunities for cost savings, and areas for improvement. Develop data-driven insights to influence strategic decisions in diverse areas of the business. Develop and maintain financial models to project future performance and provide recommendations based on trends, risks, and opportunities. Ensure consistency and accuracy in forecasting methodologies and processes. Provide analysis and variance commentary to senior management regarding financial performance. Develop and maintain key financial metrics and dashboards to communicate performance to executive leadership and stakeholders. Partner with other departments to provide financial insights that support business initiatives. Ensure alignment between financial goals and organizational objectives, driving cross-functional initiatives to achieve corporate financial targets. JOB REQUIREMENTS: Degree in Finance, Accounting, Business Administration, or related field Minimum of five years in a finance leadership role Strong modeling and analytical skills Understanding of accounting principles, financial metrics, and performance indicators Executive partnership and support experience Ability to distill complex financial analysis into PowerPoint decks and presentations Advanced Excel skills with experience creating financial models Experience with Tableau and NetSuite is not mandatory, but helpful Ability to work ONSITE in Dallas TX 4-5 days per week #J-18808-Ljbffr
Manager, Financial Planning & Analysis
Posted today
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Job Description
Ignite Your Career at Avanci as a Manager, Financial Planning & Analysis on the Finance team!
At Avanci ( were redefining the future of patent licensing through premier independent platforms. Partnering with leading companies, we're driving transformative and optimized patent licensing for advanced technologies and products. In the automotive space we've streamlined the licensing of over 160 million connected vehicles to date and are continuously expanding into new verticals across various industries. We are an international, growth oriented technology company with offices in Dublin, Ireland; Tokyo, Japan; Seoul, South Korea; and Beijing & Shenzhen, China.
Your Role: As Manager, Financial Planning & Analysis, you will partner closely with the CFO as well as other senior executives to drive financial strategy and decision-making, while operating as an individual contributor with no direct reports. The Manager, FP&A is responsible for overseeing quarterly financial reporting and analysis aligned with private equity standards, ensuring thorough budget-to-actual reviews, KPI monitoring, and cash flow management each quarter. Additionally, this role engages in cross-functional initiatives and special projects at the direction of senior leadership. We offer a competitive compensation and benefits package and the chance to influence high-level financial outcomes in a fast-paced, collaborative environment.
Key Responsibilities
- Quarterly Financial Reporting: Prepare quarterly financial performance reports (e.g. budget-to-actuals, EBITDA, cash flow, KPI dashboards) for our executive management, Board of Directors, and privateowners. Ensure that reporting is accurate, insightful, and meets all investor requirements, aligning with private equity standards and expectations.
- Financial Modeling & Variance Analysis: Develop and maintain robust financial models to project performance under various scenarios, and perform in-depth variance analysis on actual results versus budget/forecast. Identify the root causes of variances and distill insights and recommendations for improvement in profitability and efficiency, including cost reductions and vendor management.
- Financial Planning & Budgeting: Lead and manage the companys financial planning, budgeting, and forecasting processes, including annual budget preparation and quarterly re-forecast updates. Develop and maintain complex financial models for long-term planning and scenario analysis. Manage cash flow forecasting and working capital analysis to ensure the companys liquidity and funding needs are met.
- Cross-Functional Collaboration: Collaborate with cross-functional teams (Licensing, Legal, Royalty Services, etc.) to gather inputs and ensure financial plans reflect operational realities. Ensure alignment between financial targets and actual execution by partnering with department heads to understand business needs and incorporate them into forecasts and budgets, while fostering accountability for results across the organization.
- Key Metrics Monitoring: Monitor key performance indicators (KPIs) and operational metrics to guide resource allocation and identify growth opportunities. Track drivers such as total contract value, revenue growth, EBITDA, cash flow, margin trends, business unit analysis, etc., and proactively communicate any emerging risks or opportunities.
- Special Projects & Ad Hoc Analysis: Participate in financial modeling and business case analysis as needed to collaborate with senior leadership on special projects, including M&A, new initiatives, and valuation. Support the CFO on strategic initiatives and ad hoc analyses, often under tight deadlines, to inform high-level strategy.
Qualifications:
- Education: Bachelors degree in Finance, Accounting, Business or related discipline required; relevant advanced certification (MBA/CPA) is strongly
- Experience: 7+ years of progressive finance experience (FP&A, financial analysis or related roles), with a strong background in private equity-backed environments or technology companies. Prior experience supporting C-level executives is highly valued.
- Technical Skills: Advanced financial modeling and analytical skills with expert-level Excel proficiency. Familiarity with business intelligence and financial software/tools and ERP systems (such as Microsoft Business Central or Sage Intacct) is a plus.
- Communication Skills: Constructive interpersonal and communication skills are critical. Proven ability to present financial data, insights, and recommendations to executive audiences in a clear and persuasive manner. Able to collaborate effectively across different teams and to explain financial concepts to non-financial stakeholders.
- Leadership & Work Style: Competitive candidates will be those eager to contribute and influence outcomes in a growth-focused, private equity setting. Self-motivated and detail-oriented, with a demonstrated ability to manage multiple priorities and deadlines. This role has no direct reports, so a hands-on approach and strong individual contribution is key. Experience working under tight timelines (such as quarter-end close or board deadlines) and in a fast-paced, results-driven culture is highly valued. The ideal candidate will combine a strategic mindset with willingness to dive into details and roll up their sleeves as needed. High integrity and the ability to maintain confidentiality of financial information are assumed.
This is your chance to join a pioneering company and be at the forefront of technological advancements. Apply today to be a part of the Avanci adventure.
#J-18808-LjbffrFinancial Planning & Analysis Associate
Posted 8 days ago
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Job Description: Associate, Financial Planning and Analysis
As an Associate on the Financial Planning and Analysis (FP&A) team, you will play a key supporting role in delivering insightful financial analysis and reporting to drive informed decision-making across the organization.
Key Responsibilities
- Support the development of financial reports and dashboards that highlight key trends, metrics, and business drivers.
- Assist in compiling, maintaining, and presenting key performance indicators (KPIs) to various stakeholders.
- Conduct statistical and financial analysis using Excel and business intelligence tools to support strategic initiatives.
- Provide analytical support to business lines, including cost tracking and initiative performance evaluation.
- Perform research to support enterprise-level projects and long-term planning efforts.
- Help prepare financial statements and support GL account mapping activities.
- Collaborate with IT and finance colleagues to validate and enhance financial data quality.
- Assist in building and maintaining Power BI Paginated Reports and Dashboards.
- Work closely with the accounting department to streamline reporting processes and develop automated reporting tools.
- Contribute to continuous improvement efforts by identifying opportunities to enhance data-driven decision-making.
To be successful in this role, you should have:
- Strong attention to detail and commitment to producing accurate results.
- Solid Excel modeling skills and experience with data visualization or dashboarding tools.
- A self-starter mindset with the ability to manage tasks independently under guidance.
- Capability to support multiple projects simultaneously in a dynamic work environment.
- Effective time management and prioritization skills.
- Strong interpersonal and communication skills to work effectively across teams.
- Familiarity with ERP systems (experience with Oracle is a plus).
- Exposure to Power BI Report Builder and Desktop is a plus.
- A bachelor's degree in finance, accounting, or a related field.
- At least 2 years of experience in a finance or accounting role, preferably with some experience in financial analysis or reporting.
- Demonstrated ability to take initiative and deliver high-quality work.
- Experience assisting in financial statement preparation or consolidation is a plus.
Manager, Financial Planning & Analysis
Posted 15 days ago
Job Viewed
Job Description
Ignite Your Career at Avanci as a Manager, Financial Planning & Analysis on the Finance team!
At Avanci ( were redefining the future of patent licensing through premier independent platforms. Partnering with leading companies, we're driving transformative and optimized patent licensing for advanced technologies and products. In the automotive space we've streamlined the licensing of over 160 million connected vehicles to date and are continuously expanding into new verticals across various industries. We are an international, growth oriented technology company with offices in Dublin, Ireland; Tokyo, Japan; Seoul, South Korea; and Beijing & Shenzhen, China.
Your Role: As Manager, Financial Planning & Analysis, you will partner closely with the CFO as well as other senior executives to drive financial strategy and decision-making, while operating as an individual contributor with no direct reports. The Manager, FP&A is responsible for overseeing quarterly financial reporting and analysis aligned with private equity standards, ensuring thorough budget-to-actual reviews, KPI monitoring, and cash flow management each quarter. Additionally, this role engages in cross-functional initiatives and special projects at the direction of senior leadership. We offer a competitive compensation and benefits package and the chance to influence high-level financial outcomes in a fast-paced, collaborative environment.
Key Responsibilities
- Quarterly Financial Reporting: Prepare quarterly financial performance reports (e.g. budget-to-actuals, EBITDA, cash flow, KPI dashboards) for our executive management, Board of Directors, and privateowners. Ensure that reporting is accurate, insightful, and meets all investor requirements, aligning with private equity standards and expectations.
- Financial Modeling & Variance Analysis: Develop and maintain robust financial models to project performance under various scenarios, and perform in-depth variance analysis on actual results versus budget/forecast. Identify the root causes of variances and distill insights and recommendations for improvement in profitability and efficiency, including cost reductions and vendor management.
- Financial Planning & Budgeting: Lead and manage the companys financial planning, budgeting, and forecasting processes, including annual budget preparation and quarterly re-forecast updates. Develop and maintain complex financial models for long-term planning and scenario analysis. Manage cash flow forecasting and working capital analysis to ensure the companys liquidity and funding needs are met.
- Cross-Functional Collaboration: Collaborate with cross-functional teams (Licensing, Legal, Royalty Services, etc.) to gather inputs and ensure financial plans reflect operational realities. Ensure alignment between financial targets and actual execution by partnering with department heads to understand business needs and incorporate them into forecasts and budgets, while fostering accountability for results across the organization.
- Key Metrics Monitoring: Monitor key performance indicators (KPIs) and operational metrics to guide resource allocation and identify growth opportunities. Track drivers such as total contract value, revenue growth, EBITDA, cash flow, margin trends, business unit analysis, etc., and proactively communicate any emerging risks or opportunities.
- Special Projects & Ad Hoc Analysis: Participate in financial modeling and business case analysis as needed to collaborate with senior leadership on special projects, including M&A, new initiatives, and valuation. Support the CFO on strategic initiatives and ad hoc analyses, often under tight deadlines, to inform high-level strategy.
Qualifications:
- Education: Bachelors degree in Finance, Accounting, Business or related discipline required; relevant advanced certification (MBA/CPA) is strongly preferred
- Experience: 7+ years of progressive finance experience (FP&A, financial analysis or related roles), with a strong background in private equity-backed environments or technology companies. Prior experience supporting C-level executives is highly valued.
- Technical Skills: Advanced financial modeling and analytical skills with expert-level Excel proficiency. Familiarity with business intelligence and financial software/tools and ERP systems (such as Microsoft Business Central or Sage Intacct) is a plus.
- Communication Skills: Constructive interpersonal and communication skills are critical. Proven ability to present financial data, insights, and recommendations to executive audiences in a clear and persuasive manner. Able to collaborate effectively across different teams and to explain financial concepts to non-financial stakeholders.
- Leadership & Work Style: Competitive candidates will be those eager to contribute and influence outcomes in a growth-focused, private equity setting. Self-motivated and detail-oriented, with a demonstrated ability to manage multiple priorities and deadlines. This role has no direct reports, so a hands-on approach and strong individual contribution is key. Experience working under tight timelines (such as quarter-end close or board deadlines) and in a fast-paced, results-driven culture is highly valued. The ideal candidate will combine a strategic mindset with willingness to dive into details and roll up their sleeves as needed. High integrity and the ability to maintain confidentiality of financial information are assumed.
This is your chance to join a pioneering company and be at the forefront of technological advancements. Apply today to be a part of the Avanci adventure.
Financial Planning & Analysis Analyst
Posted 2 days ago
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Freeman is a global leader in events, on a mission to redefine live for a new era. With a data-driven approach and the industry' largest network of experts, Freeman's insights shape exhibitions, exhibits, and events that drive audiences to action. The integrated full-service solutions leverage a 97-year legacy in event management as well as new technologies to deliver moments that matter.
**Summary**
We are seeking a highly motivated and detail-oriented Senior Financial Analyst to join our FP&A team supporting the Exhibits organization. This role serves as a strategic business partner responsible for month-end reporting, budget and forecast planning, job cost analysis, and a variety of ad hoc financial tasks. The ideal candidate will be analytical, collaborative, and comfortable working with cross-functional leaders across all levels of the business.
This position will support our Finance team. It is eligible to work a hybrid schedule, generally requiring work in-office and/or show-site 2-3 days per week. This position is based out of our North Dallas office location in Dallas, TX.
**Essential Duties & Responsibilities**
+ Serve as an FP&A business partner to the Exhibits team, supporting the EVP, VPs, and Directors with financial insights and analysis
+ Lead month-end close activities, including Operating Income and SG&A variance analysis and reporting
+ Prepare annual budgets and forecasts in coordination with business leaders
+ Maintain and update weekly Power BI dashboards and reports
+ Provide weekly utilization reporting and insights to support resource planning
+ Workfront admin responsibilities, including timesheet audits and cost/hour tracking
+ Track and report headcount metrics across the organization
+ Respond to ad hoc reporting requests and provide financial insights as needed
**Education & Experience**
+ Bachelor's degree in Finance, Accounting, Economics, or a related field is required
+ Three (3)+ years of related FP&A experience
+ Experience with ERP and planning systems such as SAP, Hyperion, or equivalent
+ Proficient in Microsoft Excel, PowerPoint, and Word
+ Strong analytical, written, and verbal communication skills
+ Self-starter with a high level of energy and flexibility
+ Ability to work independently and collaboratively in a fast-paced environment
+ Experience working with business intelligence and planning tools (e.g., Power BI)
+ Demonstrated ability to extract, manipulate, analyze, and present data effectively
**What We Offer**
Freeman provides benefits that aim to empower our people and their families to thrive mentally, physically, and financially. These are a handful of the types of programs and benefits our full-time people may be eligible for. There may be some variances in specific benefits across regions.
+ Medical, Dental, Vision Insurance
+ Tuition Reimbursement
+ Paid Parental Leave
+ Life, Accident and Disability
+ Retirement with Company Match
+ Paid Time Off
**Diversity Commitment**
At Freeman, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status and other characteristic protected by federal, state or local laws.
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Manager Financial Planning & Analysis
Posted 2 days ago
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Finance
**Job Description:**
**Your Work Shapes the World at Caterpillar Inc.**
When you join Caterpillar, you're joining a global team who cares not just about the work we do - but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here - we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.
The Financial Planning & Analysis (FP&A) Manager will play a pivotal role in driving financial planning and analysis, providing insights that support strategic decision-making and ensuring the financial health of Caterpillar's Electrification & Energy Solutions Division's (E+ES) Commercial and Services Team.
**What You Will Do:**
The ideal candidate will lead the development of annual budgets, quarterly forecasts, monthly financial results, and long-term financial plans for the Commercial and Services Business by working closely with the E+ES FP&A team.
Areas of responsibility could include but are not limited to:
+ Analyze financial performance and prepare detailed reports on key metrics.
+ Collaborate with department heads to create accurate and comprehensive budgets.
+ Identify and implement process improvements to enhance efficiency and accuracy.
+ Provide financial insights and recommendations to senior management.
+ Monitor and report on financial performance against targets.
+ Support strategic initiatives with financial analysis and projections.
+ Ensure compliance with financial regulations and company policies.
+ Developing methodology and providing education to accounting and non-accounting staffs and cross-functional teams
+ Provide advice and counsel on business issues from an accounting perspective
+ Spearhead financial projects to improve business efficiency and financial management
Additionally, this position:
+ Has a strong sense of ownership over work product and quality, proactively identifies next steps to drive completion/delivery
+ Have the ability as an "expert" to understand outcomes and have a broad enterprise view and understanding when resolving issues or completing projects
+ Balance resolving issues independently with timely escalation and communication to stakeholders
+ Understand the commercial impact of business decisions
+ Provide creative solutions that challenge traditional methods and processes
**What You Will Have:**
+ **Education:** Bachelor's degree in Finance, Accounting
+ **Financial Reporting:** Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.
+ **Financial Analysis:** Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
+ **Accounting:** Knowledge of accounting methods, processes, and tools; ability to maintain and prepare financial statements and reports using accounting methods and processes.
+ **Effective Communications:** Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
+ **Managing Multiple Priorities:** Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation
**Top Candidate Will Also Have:**
+ Comprehensive knowledge of industry business, products, suppliers and customers, a broad understanding of accounting and business processes and systems.
+ Excellent analytical and problem-solving skills.
+ Advanced knowledge of Excel and financial software.
+ Strong attention to detail and organizational skills.
+ Ability to work in a fast-paced, dynamic environment.
+ CPA, CMA or MBA
**Additional Info** :
+ This position will be located in our Irving, TX office
+ This role is a full time position and currently requires 5 days a week in office
+ Sponsorship is **not** available
**What You Will Get:**
+ Our goal at Caterpillar is for you to have a rewarding career. Our teams are critical to the success of our customers who build a better world.
+ Here you earn more than just a salary because we value your performance. We offer a total rewards package that provides benefits on day one (medical, dental, vision, RX, and 401K) along with the potential of an annual bonus. Additional benefits include paid vacation days and paid holidays.
+ All qualified individuals - Including minorities, females, veterans and individuals with disabilities - are encouraged to apply.
**About Caterpillar -**
Caterpillar Inc. is the world's leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For nearly 100 years, we've been helping customers build a better, more sustainable world and are committed and contributing to a reduced-carbon future. Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed.
**Final details:**
Please frequently check the email associated with your application, including the junk/spam folder, as this is the primary correspondence method. If you wish to know the status of your application - please use the candidate log-in on our career website as it will reflect any updates to your status.
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**Summary Pay Range:**
$126,000.00 - $189,000.00
Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.
**Benefits:**
Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits.
+ Medical, dental, and vision benefits*
+ Paid time off plan (Vacation, Holidays, Volunteer, etc.)*
+ 401(k) savings plans*
+ Health Savings Account (HSA)*
+ Flexible Spending Accounts (FSAs)*
+ Health Lifestyle Programs*
+ Employee Assistance Program*
+ Voluntary Benefits and Employee Discounts*
+ Career Development*
+ Incentive bonus*
+ Disability benefits
+ Life Insurance
+ Parental leave
+ Adoption benefits
+ Tuition Reimbursement
* These benefits also apply to part-time employees
Relocation is available for this position.
Visa Sponsorship is not available for this position. This employer is not currently hiring foreign national applicants that require or will require sponsorship tied to a specific employer, such as, H, L, TN, F, J, E, O. As a global company, Caterpillar offers many job opportunities outside of the U.S which can be found through our employment website at Dates:**
July 11, 2025 - July 25, 2025
Any offer of employment is conditioned upon the successful completion of a drug screen.
Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities.
Not ready to apply? Join our Talent Community ( .
Financial Planning System Administrator
Posted 8 days ago
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Job Description
**Job Description**
The Corporate Financial Planning and Analysis (FP&A) department in Irving, Texas seeks a detail-orientated candidate with both system and functional experience to strengthen Fluor's financial planning and reporting business processes, budgeting cycles, and corporate reporting requirements. The position supports global planning operations across multiple entities, offices, and business units.
The position is responsible for business administration of the planning application which includes implementing changes typically arising from production issues/defects, new software enhancements/upgrades, and new business growth. This position is the FP&A subject matter expert linking functional and technical teams across Finance and Information Technology (IT), including external consultants, to optimize FP&A solutions.
- Understand and manage the planning application (CCH Tagetik), including metadata changes, automated batch scheduling and monitoring of extract-transform-load (ETL) interface files, error analysis, workflow reviews, and report/security role maintenance.
- Create annual plan timelines, review schedules, and coordinate the overall financial planning and reporting process, ensuring timely communication with global FP&A end users.
- Maintain, update, and improve financial reports available to end users.
- Maintain FP&A administrator and end user manuals, provide training, documentation, best practices, and support FP&A end users.
- Partner with local FP&A subject matter experts in various business units, offices, and centralized workshare teams to recommend, influence, and test solutions to enhance financial planning and reporting processes.
- Troubleshoot, log, manage, and escalate system defects, incidents, and enhancements. As appropriate, consult with other FP&A subject matter experts, Finance Business Process Integration (FBPI), Information Technology (IT), and external consultants to drive issues to resolution.
- Implement system changes following IT change management policies - host/facilitate requirement gathering meetings, technical design documentation reviews, test plan development, perform/facilitate user acceptance testing (UAT), review and approve test results to ensure FP&A requirements are met, coordinate organizational change management, and provide post-implementation support to end users.
- Align with Corporate Accounting to synchronize timing and testing of bi-annual software updates across both accounting and planning applications and ensure accurate plan data transfer during financial close.
- Collaborate with global Finance team members and stakeholders across different time zones (US, Philippines, India, and other countries).
- Implement changes and enhancements requested by the business users (examples include reporting changes, dashboards, custom reports, data models, etc.)
- Provide guidance on industry standards and propose system enhancements to make a more efficient and effective planning tool.
- Occasionally work off-hours to support critical finance close processes or deliverables.
- Participate in external user groups and annual conferences to stay informed of future technical system roadmap, functionality, automation, and work process efficiencies impacting FP&A.
- Perform ad hoc and routine financial close tasks.
**Basic Job Requirements**
- Accredited four-year degree in Finance, Accounting, Information Technology, or related field.
- Eight or more years of progressive experience in FP&A, Budgeting, or Accounting.
- Three or more years of experience performing administrative tasks with financial planning or consolidation systems like CCH Tagetik or Hyperion.
- Strong analytical, diagnostic, organizational, and problem-solving skills.
- Self-motivation to plan, organize, and prioritize multiple tasks and deliverables with limited supervision.
- Strong verbal and written communication skills, with the ability to interact with various levels of management.
**Other Job Requirements**
- Keep apprised of changes in governmental, professional, and internal reporting requirements, accounting principles and standards through analysis of published materials, attendance at professional meetings and seminars, and discussions with corporate-wide financial professionals
**Preferred Qualifications**
- Experience with CCH Tagetik Accounting or Planning applications.
- Experience with SAP ECC or S4 HANA, Business Warehouse, and CCH Tagetik.
- Proficiency in Microsoft Excel, PowerPoint, and Power BI.
- Supervisory experience managing an FP&A team.
- Experience in creating compelling presentations and reports using modern design principles.
We are an equal opportunity employer. All qualified individuals will receive consideration for employment without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, genetic information, or any other criteria protected by governing law.
Benefits Statement: Fluor is proud to offer a comprehensive benefits package designed to promote employee health, wellness, and financial security. Our offerings include medical, dental and vision plans, EAP, disability coverage, life insurance, AD&D, voluntary benefit plans, 401(k) with a company match, paid time off (personal, bereavement, sick, holidays) for salaried employees, paid sick leave per state requirement for craft employees, parental leave, and training and development courses.
Market Rate Statement: The market rate for the role is typically at the mid-point of the salary range; however, variations in final salary are determined by additional factors such as the candidate's qualifications, relevant years of experience, geographic location, internal pay equity, and prevailing market conditions for the specific role.
Notice to Candidates: Background checks are carried out as part of any conditional offer made, including (but not limited to & role dependent) education, professional registration, employment, references, passport verifications and Global Watchlist screening.
To be Considered Candidates: Must be authorized to work in the country where the position is located.
Salary Range: $118,500.00 - $213,500.00
Financial Planning Associate Director
Posted 9 days ago
Job Viewed
Job Description
Responsibilities:
- Lead the development of complex financial reports and analysis.
- Provide expert financial insights and strategic recommendations.
- Oversee the development and refinement of advanced financial models.
- Drive and implement sophisticated financial forecasting processes.
- Analyze and interpret financial performance and economic trends.
- Collaborate on high-impact financial strategy initiatives.
- Ensure compliance with evolving financial regulations and standards.
- Identify and mitigate financial risks.
- Advise on financial implications of business decisions.
- Present financial insights and strategic recommendations to senior management.
Skills:
- Expert Analysis: Highly proficient in complex financial analysis and interpretation.
- Strategic Modeling: Expert in developing and refining advanced financial models.
- Forecast Leadership: Leading sophisticated financial forecasting processes.
- Compliance Expertise: Ensuring adherence to financial regulations and standards.
- Risk Management: Expert in identifying and mitigating financial risks.
- Strategic Advisory: Advising on financial implications of strategic decisions.
- High-impact Collaboration: Collaborating on and driving high-impact financial strategy initiatives.
- Presentation Skills: Effective in presenting financial insights to senior management.
- Contributes expert and has broad knowledge across field of specialization serving as a senior advisor to management
- Anticipates business and industry issues and recommends to the development of departmental or area strategy
- Solves unique problems that have a broad impact on the business
- Recognized as an internal expert on improvements to products, processes or services
- Leads project or initiatives across departments or areas with notable risk and complexity
- Impacts the direction and resource allocation for projects across departments or areas
- Communicates complex ideas (internally and externally) and persuades senior level to adopt a different point of view
- Progression to this level is typically based on business requirements
Requirements:
- Bachelor's degree in finance or accounting
- 7 or more years of experience as a Financial Analyst, including roles in Accounting, Financial Planning and Analysis, Corporate Reporting
- Strong communication skills, both written and verbal, with an ability to be successful in a matrix environment
- Ability to manage 1-3 direct reports
- Ability to work effectively under tight deadlines and deliver timely and quality results with a focus on accuracy and integrity of data
- Ability to work on multiple projects and changing priorities in a demanding, fast-paced environment
- Ability to synthesize and evaluate complex data
- Capacity to identify underlying principles, reasons or factors of information by breaking down into components; ability to uncover and explain the cause and effect of data disparities
- Advanced level of proficiency with Microsoft Excel and ability to implement complex functions (i.e. Pivot Tables, VLookup, imbedded "IF" statements, macros, etc.)
- Function as an integral part of the finance team and build positive relationships and credibility
- Comfortable communicating cross-functionally and with geographically distributed, virtual teams and various levels of leadership including executive level management
- Self-motivated and demonstrated ability to work on own initiative
Preferred Qualifications:
- Experience in a large global organization
- Experience with SAP, Tagetik
_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
**Compensation:**
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $153,200 - $216,850
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.