41 Financial Management jobs in Dallas
Financial Project Management Consultant
Posted 5 days ago
Job Viewed
Job Description
Work you'll do/Responsibilities
+ Assist in the evaluation of emerging vendor solutions in investment management and cultivate relationships with those most relevant to our clients' needs
+ Assist in the implementation of strategic investment management solutions including operating model, process reengineering, technical design and development
+ Communicate regularly with Engagement Managers (Directors), project team members, and representatives from various functional and / or technical teams, including escalating any matters that require additional attention and consideration from engagement management
The Team
AI & Engineering leverages cutting-edge engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud infrastructure. These solutions are powered by engineering for business advantage, transforming mission-critical operations. We enable clients to stay ahead with the latest advancements by transforming engineering teams and modernizing technology & data platforms. Our delivery models are tailored to meet each client's unique requirements.
Qualifications
Required
+ 3+ years of experience in project coordination and management
+ 3+ years of experience in Financial Consulting
+ 3+ years of experience with various financial technology packages
+ Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience
+ Limited immigration sponsorship may be available
+ Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred
+ Financial Services Industry knowledge (understanding of Front, Middle and Backoffice processes)
+ Experience with the following: Charles River, Aladdin, Bloomberg, Simcorp, or other EMS/OMS platforms
+ Analytical/ Decision Making Responsibilities
+ Analytical ability to manage multiple projects and prioritize tasks into manageable work products
+ Can operate independently or with minimum supervision
+ Excellent Written and Communication Skills
+ Ability to deliver technical demonstrations
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $ 72,900 to $ 107,400 .
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation: qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Senior Financial Analyst - Risk Management
Posted 3 days ago
Job Viewed
Job Description
Responsibilities:
- Develop, maintain, and enhance quantitative risk models for credit, market, and operational risk.
- Perform complex data analysis to identify trends, anomalies, and potential risk exposures.
- Conduct scenario analysis and stress testing to evaluate the impact of adverse economic conditions on the firm's financial health.
- Collaborate with business units to understand their risk profiles and provide actionable insights and recommendations.
- Prepare detailed reports on risk exposures, capital adequacy, and regulatory compliance for internal stakeholders and external auditors.
- Stay abreast of evolving regulatory landscapes (e.g., Basel III, CCAR) and ensure compliance.
- Assist in the development and implementation of new risk management policies and procedures.
- Mentor junior analysts and contribute to a culture of continuous improvement within the risk team.
- Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related quantitative field. A Master's degree or CFA charter is a plus.
- 5+ years of progressive experience in financial analysis, risk management, or quantitative finance within the banking or financial services industry.
- Proficiency in statistical software (e.g., R, Python, SAS) and advanced Excel modeling skills.
- Deep understanding of financial instruments, valuation methodologies, and risk management frameworks.
- Excellent analytical, problem-solving, and communication skills, with the ability to articulate complex concepts to diverse audiences.
- Proven ability to work independently and manage multiple priorities in a fast-paced environment.
- Experience with regulatory reporting and compliance is highly desirable.
Tax Senior - PSG - Investment Management Reporting Solutions
Posted 5 days ago
Job Viewed
Job Description
Recruiting for this role ends on May 31st 2026.
Work you'll do
As a Senior on our PSG IM team, you will:
+ Maintain and develop strong client relationships on various investment compliance and consulting engagements within the insurance and financial services industry
+ Consult with clients in transforming their tax compliance processes using process and technology
+ Lead the development of new features and capabilities in our industry leading iPACS technology ecosystem
+ Lead client engagement teams and client delivery
+ Supervise tax consultants and interns
The Team
PSG is part of National Federal Tax Services (NFTS), a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace need, or a technological innovation-all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and value a balance of working hard while maintaining a work-life balance. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries.
Qualifications
Required
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
+ 3+ years' experience in federal partnership tax compliance or tax compliance for investments with corporate ownership
+ Bachelors degree in accounting or business-related field
+ Aptitude in Microsoft Office suite, especially Microsoft Excel
+ Experience working in a fast-paced, team environment
+ Strong executive presence and demonstrated effective verbal and written communication skills
+ A self-starter with demonstrated ability to effectively handle multiple, competing priorities
+ Demonstrated ability to proactively develop internal and external working relationships
+ Ability to travel 20%, on average, based on the work you do and the clients and industries/sectors you serve
+ One of the following active accreditations obtained, in process, or willing/able to obtain:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed Attorney
+ Enrolled Agent
+ Project Management Professional (PMP)
Preferred
+ Investment management industry experience (e.g. private equity, real estate, fund of funds, hedge funds)
+ Familiarity with tax compliance for investments
+ Experience with data management and automation tools
+ Advanced degree such as MSA or MST
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $82,880 to $175,500.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation: qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Senior Consultant - Financial Services Risk Management - Bank Regulatory Reporting and Remediation
Posted 5 days ago
Job Viewed
Job Description
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organizations. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Recruiting for this role ends on December 31, 2025
Work You'll Do As a Senior Consultant, you will collaborate with our global network to support clients and solve complex problems. Your responsibilities may include:
+ Contributing to projects involving the implementation and automation of reporting processes, testing and validating reporting data, developing quality assurance programs, and remediating regulatory reporting issues
+ Defining regulatory reporting requirements, researching and resolving interpretive questions, and developing governance processes
+ Developing and implementing regulatory reporting policies, including risk and control assessments, operational and data controls, and data analytics
+ Working in a team-based environment, partnering with clients, practitioners, and professionals from complementary disciplines
+ Serving on workstreams for complex projects, liaising with client counterparts, and participating in project management and delivery discussions
+ Presenting findings to client stakeholders and implementing recommendations
+ Supporting internal initiatives and sales opportunities, including the creation of industry perspectives, lead generation materials, and proposals
The Team Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs, balancing risk and regulatory requirements with enhancing business value and optimizing outcomes. We deliver enhanced value through strategic transformation, end-to-end implementation, and a focus on business-as-usual sustainability across processes, controls, and data & analytic infrastructures.
Required Qualifications
+ Bachelor's degree in Accounting, Finance, Business Management, Economics, or a related field
+ 4+ years of experience in the financial services or consulting industry related to one or more of the following banking areas: regulatory reporting remediation and transformation programs, implementation of new reporting requirements, testing and validation of regulatory reporting processes, regulatory report automation, report preparation, or related data analysis
+ Ability to travel up to 50%, based on client and project needs
+ Limited immigration sponsorship may be available
Preferred Qualifications
+ Knowledge of regulatory reports such as FR Y-14, FR Y-9C, FFIEC 031, FR Y-15, FFIEC 009, or FFIEC 101
+ Understanding of business processes, regulatory requirements, risk management, internal control management, process, data and technology controls, or related standards and frameworks in the regulatory reporting space
+ Knowledge of the structure and roles within the regulatory risk function at a bank, including execution and oversight processes, risk assessment, reporting, controls, testing, or data analytics
+ Strong relationship management and project/program management skills, with a commitment to excellence and the ability to manage multiple priorities independently
+ Excellent oral and written communication skills, with experience supporting or leading proposal development and presentations
+ Experience with reporting technology/tools (e.g., Axiom)
+ Direct experience at a financial services regulator (e.g., OCC, FRB)
+ Experience in capital, liquidity, or stress testing
+ Subject matter expertise in banking products (e.g., loans, securitizations, derivatives, SFTs, deposits)
+ Experience supporting business pursuits, working in client services, and communicating with executives
+ Advanced degree and/or certification (e.g., MBA, CRCM, CPA, PMP, CFA)
Information for applicants with a need for accommodation: wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is 93,225-170,912
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Financial Planning & Analysis Intern
Posted 4 days ago
Job Viewed
Job Description
Country: United States of America
**Your Journey Starts Here:**
Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities **We Want to Talk to You!**
**Your Journey Starts Here:**
Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities **We Want to Talk to You** !
**What you will gain**
Our Summer Internship Program, beginning in June 2026, provides immersive training and introduction to Santander. You will be combining this training with practical experience on both technical and interpersonal skills, helping your development during the internship.
The 2026 Santander Summer Internship Program is for **g** **raduate students** who have an expected graduation date between December 2026 and May/June 2027.
Santander US is a nationwide business with locations across the country. This position is located in **Dallas, TX.**
+ The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Salary: **$83,200/year**
**Before applying, please keep in mind that our internship program does not offer any relocation assistance.**
**What we offer you**
You will be given exposure to the innerworkings of one largest financial institutions in the world. Working with best-in-class teams and contributing to projects that drive innovation across the organization. As part of the internship program, you will participate in structured professional development opportunities, create connections with peers and meet leaders across Santander.
As a **Financial Planning & Analysis (FP&A)** Corporate Strategy intern, you will have the opportunity to dive into aspects of financial statement analysis, trends, and financial modeling for strategic planning purposes.
Responsibilities of the FP&A-Corporate Strategy internship role may include but are not limited to:
+ Develop a strong understanding of the company's products and capabilities, operations and financial performance
+ Analyzes profit-and-loss income statements, balance sheets and prepares reports on findings to inform budgeting and cost recommendations to management.
+ Conducts cadenced and ad hoc financial and economic analysis and forecasting through use of financial models and evaluates alternate financial plans.
+ Ensure that management has a thorough understanding of business results through the communication of reporting and analysis.
+ Drive business performance through the reporting and analysis of Key Performance Indicators
+ Liaise with internal departments such as Pricing, Capital Markets, and Treasury to ensure organizational alignment.
+ Develop and implement strategies to best utilize the financial information systems available to provide the most accurate, timely and reliable sources for financial reporting and analysis
**What we are looking for**
+ A graduate student (Masters) with an expected graduation date between either December 2026 or May/June 2027.
+ Area of Study: Finance, Accounting, or related business
+ Cumulative GPA is 3.25 or above.
+ Demonstrates intellectual curiosity and courage.
+ Strong English communication skills both written and spoken required.
+ Analytical thinkers with a strong attention to detail.
+ Organized and able to manage time and multiple tasks efficiently.
+ Ability to work independently on special projects.
+ Ability to effectively contribute to a team environment.
**It would be nice to have**
+ Coursework in or exposure to accounting, finance, economics, or business. (Preferred)
+ Experience in Microsoft Office products. (Preferred)
+ Experience in financial modeling tools or data systems such as SQL, Tableau, or other business intelligence platforms. (Preferred)
**Risk Statement:** We embrace a strong risk culture and all our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
**EEO Statement:** At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer **.** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
**Working Conditions:** Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
**Employer Rights:** This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
**What Else You Need To Know** **:**
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
**Link to Santander Benefits:**
**Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) ( Culture:**
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
**EEO Statement:**
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
**Working Conditions** :
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
**Employer Rights:**
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
**What** **To Do Next** **:**
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
**Primary Location:** Dallas, TX, Dallas
**Other Locations:** Texas-Dallas
**Organization:** Santander Consumer USA Inc.
AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO
Lead Financial Analysis
Posted 4 days ago
Job Viewed
Job Description
**This position requires office presence of a minimum of 5 days per week and is only located in the location(s) posted. No relocation is offered.**
At AT&T, we empower leaders to drive change in a fast evolving, connected world. Your strategic vision will help serve customers and transform lives through innovative solutions and impactful connections.
Responsible for conducting and documenting moderately complex financial analysis projects, works on problems of diverse scope including the analysis of financial reports, trend, and opportunities.
Key Roles and Responsibilities:
Evaluates and makes recommendations relating to business opportunities, investments, financial regulations, and similar financial projects or programs.
Gathers, interprets, and evaluates financial information.
Responsible for the analysis and interpretation of financial and other data.
Develops recommendations to achieve the organizations financial objectives.
Determines financial consequences of alternative methods, plans and strategies.
Evaluates financial performance including cost or budget administration. Performs data modeling and financial analysis.
**What you'll do**
Typical tasks may include, but are not limited to, the following:
+ **Strategic Financial Planning and Analysis:** Lead financial planning processes, including budgeting, forecasting, and long-term planning. Provide strategic recommendations to senior management based on financial analysis and projections. Analyze financial performance against key business metrics to document and assess progress.
+ **Financial Reporting and Data Interpretation:** Prepare and present comprehensive financial reports (balance sheets, income statements, cash flow statements) ensuring accuracy and compliance. Conduct in-depth financial analysis to identify trends and provide actionable insights for decision-makers.
+ **Budget Management and Financial Modeling:** Oversee the preparation and management of company budgets, monitor actual performance, and analyze variances. Develop and maintain financial models to support business initiatives, investments, and financial opportunities.
+ **Team Leadership and Development:** Mentor junior financial analysts, providing training and development opportunities to enhance skills and knowledge.
+ **Other Duties as Assigned:** Identify financial risks and develop mitigation strategies, ensure compliance with financial regulations, streamline financial processes, communicate financial insights to stakeholders, and support audits and reviews.
**What you'll need**
+ Bachelor's degree (BS/BA) desired.
+ 5+ years of related experience.
**What you'll bring**
+ An experienced professional, recognized as an expert, creatively resolving complex issues with broad and in-depth knowledge.
+ Leads significant projects with strategic autonomy, influencing executive decisions.
+ Mentors less experienced staff, implements long-term plans impacting the organization, and frequently collaborates with senior leadership.
**Supervisor:** No
Our Lead Financial Analysis, earn between $118,800 - $78,200. Not to mention all the other amazing rewards that working at AT&T offers. Individual starting salary within this range may depend on geography, experience, expertise, and education/training.
**Joining our team comes with amazing perks and benefits:**
+ Medical/Dental/Vision coverage
+ 401(k) plan
+ Tuition reimbursement program
+ Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays)
+ Paid Parental Leave
+ Paid Caregiver Leave
+ Additional sick leave beyond what state and local law require may be available but is unprotected
+ Adoption Reimbursement
+ Disability Benefits (short term and long term)
+ Life and Accidental Death Insurance
+ Supplemental benefit programs: critical illness/accident hospital indemnity/group legal
+ Employee Assistance Programs (EAP)
+ Extensive employee wellness programs
+ Employee discounts up to 50% off on eligible AT&T mobility plans and accessories,
+ AT&T internet (and fiber where available) and AT&T phone
If you're ready to make an impact on our business and your career, bring your bold ideas to a world of possibility.
Apply today!
**Weekly Hours:**
40
**Time Type:**
Regular
**Location:**
Dallas, Texas
**Salary Range:**
$118,800.00 - $178,200.00
AT&T will consider for employment qualified applicants in a manner consistent with the requirements of federal, state and local laws
We expect employees to be honest, trustworthy, and operate with integrity. Discrimination and all unlawful harassment (including sexual harassment) in employment is not tolerated. We encourage success based on our individual merits and abilities without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability, marital status, citizenship status, military status, protected veteran status or employment status
Sr Analyst Financial Planning & Analysis
Posted 4 days ago
Job Viewed
Job Description
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 Growth organization. This role serves as a strategic business partner responsible for month-end reporting, budget and forecast planning, 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 in Dallas, TX.
**Essential Duties & Responsibilities**
+ Serve as an FP&A business partner to the Creative and Customer Experience team, supporting the EVP, VPs, and Directors with financial insights and analysis
+ Lead month-end close activities, including SG&A variance analysis and reporting
+ Prepare annual budgets and forecasts in coordination with business leaders
+ Provides support to the Growth organization in administering Sales Incentive Plans
+ 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 from a 4 year accredited college or university with a concentration in Finance, Accounting, Economics, or a related field is required
+ 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.
#LI-Hybrid
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Financial Planning & Analysis Manager - REMOTE

Posted 3 days ago
Job Viewed
Job Description
**Job Summary**
Provides subject matter expertise and leadership for financial planning and analysis activities including developing the organization's short and long-term financial plans and identifying financial opportunities to improve profitability.
**Essential Job Duties**
+ Manages timely submission of analytics and reports required for the financial planning and analysis function.
+ Ensures the integrity and completeness of financial data and information contained in financial reports.
+ Reviews and develops analysis of financial trends and results of both internal and external financial data.
+ Oversees and develops forecasts and budgets to project future capital spend and/or profitability.
+ Assesses and develops models to evaluate risk and return of various business scenarios.
+ Effectively communicates financial planning and analysis findings and recommendations to senior leadership and customers.
**Required Qualifications**
+ At least 5 years of health care finance and/or analytical experience, or equivalent combination of relevant education and experience.
+ Bachelor's degree in finance, accounting or a related field.
+ Advanced training or experience in health care analytics.
+ Ability to convert data to meaningful reports.
+ Strong critical-thinking and attention to detail.
+ Ability to effectively collaborate with technical and non-technical stakeholders.
+ Strong time-management skills and ability to manage simultaneous projects and tasks to meet internal deadlines.
+ Strong verbal and written communication skills.
+ Proficient in Microsoft Office suite products, including key skills in Excel (VLOOKUPs and pivot tables), and applicable software program(s) proficiency.
**Preferred Qualifications**
+ Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Certified Management Accountant (CMA).
+ Health insurance industry experience.
+ Experience with specialized financial analytics software.
To all current Molina employees: If you are interested in applying for this position, please apply through the Internal Job Board.
Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V
#PJCorp
#LI-AC1
Pay Range: $77,969 - $142,549 / ANNUAL
*Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.
Sr Analyst Financial Planning & Analysis
Posted 5 days ago
Job Viewed
Job Description
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 our agency line of business, 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 from an accredited 4 year college or university with a concentration in Finance, Accounting, Economics, or a related field is required
+ 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.
#LI-Hybrid
Director of Financial Planning & Analysis
Posted 10 days ago
Job Viewed