Jobs
>
Financial Analyst
>
Dallas

    Financial Analyst - Dallas, United States - Staffing the Universe

    Default job background
    Description
    Job Title- Associate Financial Planner

    Location- Dallas, TX

    Type- Full Time/Permanent

    Reporting Type- Onsite/ Hybrid, 4-5 days in office depending on season

    Client Industry:

    • Providing CPA and Financial Services to Dentists Nationwide
    Job Description

    Responsibilities and Duties

    Financial analysis and tax planning for each business unit that the client owns
    Participation with the Financial Planner during annual client meetings
    Reconciliation of each client's current investment asset allocation
    Retirement plan analysis and optimization based on the annual objectives of each client
    Correspond with internal departments as well as outside vendors to assist the client in the implementation of their financial plan
    Assist with the Data Input Specialist's training and onboarding needs on an as-needed basis
    Review the Data Input Specialist's work for accuracy

    Must haves Questions

    A Bachelor's degree or higher in Accounting, Tax, or Finance required
    A CPA, CFP, or CPA or CFP candidate required
    2+ years of experience in public accounting or its equivalent preferred
    Strong communication, interpersonal, and organizational skills
    Proficiency in Microsoft Office with an emphasis on MS Excel
    Must be comfortable being client-facing

    #J-18808-Ljbffr

  • Feuji

    Financial Analyst

    1 week ago


    Feuji Dallas, United States

    Feuji Inc is IT solutions company with operations in multiple geographies and specialization across domains. We believe in delivering solutions that will have a measurable positive impact on our client s business and bottom line. Feuji was born out of the desire to create a great ...

  • Yoh, A Day & Zimmermann Company

    Financial Analyst

    5 days ago


    Yoh, A Day & Zimmermann Company Dallas, United States

    No Sponsorship · No 3rd Parties · Dallas Area Candidates Only · US Citizens and Green Card Holders Only · Hybrid - On Site/Remote · I am working with a client in N. Dallas that is looking for a Financial Analyst. This is a contract to hire position with a hybrid work schedule. Pl ...

  • Talent Groups

    Financial Analyst

    5 days ago


    Talent Groups Dallas, United States

    Role: Actimize Consultant · Location: Dallas TX (Remote or hybrid) · Duration: Fulltime · Skills: · •Overall understanding of Banking and Capital Markets · •Risk & compliance domain understanding and experience · •Working experience on NICE Actimize – specifically on RCM Designer ...

  • Encompass Home Health

    Financial Analyst

    1 day ago


    Encompass Home Health Dallas, United States

    Conduct financial planning, forecasting, and budgeting activities to support strategic decision-making and resource allocation. Perform in-depth financial analysis, including variance analysis, trend analysis, and scenario modeling, to identify key d Financial Analyst, Finance, S ...

  • Michael Page

    Financial Analyst

    4 weeks ago


    Michael Page Dallas, United States

    Michael Page has partnered with a national real estate investment firm that is seeking a motivated and experienced Acquisitions Analyst to join their team in the Dallas area. This individual will have the opportunity to be involved in all aspects of the real estate acquisitions c ...

  • Careerbuilder-US

    Financial Analyst

    4 weeks ago


    Careerbuilder-US Dallas, United States

    Job Description · We are assisting our Farmers Branch, Texas client in search for a Financial Analyst. This role will be responsible for the company's financial planning, analysis, and forecasting for the company. · Responsibilities · Develop annual budget and monthly forecast ...

  • Careerbuilder-US

    Financial Analyst

    2 weeks ago


    Careerbuilder-US Dallas, United States

    Job Description · We are assisting our Farmers Branch, Texas client in search for a Financial Analyst. This role will be responsible for the company's financial planning, analysis, and forecasting for the company. · Responsibilities · Develop annual budget and monthly forecasts ...

  • Thomas Edwards Group

    Financial Analyst

    2 weeks ago


    Thomas Edwards Group Dallas, United States

    Job Description · Job Description #9609 Financial Analyst · Job Description · We are currently seeking a Financial Analyst to be a strategic thinker and a key partner in providing market insights to all business activities. · Essential Functions · Reasonable accommodations may be ...

  • C2G Asset Management

    Financial Analyst

    2 weeks ago


    C2G Asset Management Dallas, United States

    We are seeking a highly motivated and skilled individual to join our team as an Asset Management Analyst. As part of our dynamic team, you will play a crucial role in analyzing and managing real estate assets to optimize performance and ensure strategic objectives are met. · Key ...

  • CityVet

    Financial Analyst

    3 weeks ago


    CityVet Dallas, United States

    Job Description · Job Description · JOB SUMMARY · As a Financial Analyst at CityVet within our Finance department, you will play a significant role in our financial planning, budgeting, forecasting, and analytical processes. This position serves as a critical stepping stone for a ...

  • OnTrac

    Financial Analyst

    4 weeks ago


    OnTrac Dallas, United States

    OnTrac is hiring an FP&A Analyst · Are you eager to join a dynamic and expanding company where you can both learn and make a meaningful impact? If you possess a strong sense of empathy, enjoy assisting others, thrive in a fast-paced environment, and excel at problem-solving, we e ...

  • JLL

    Financial Analyst

    4 weeks ago


    JLL Dallas, United States

    JLL Supports The Whole You, Personally And Professionally. · Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology to our clients. We are committed to hiring the best, most talented people in our ind ...

  • Unity Search

    Financial Analyst

    3 weeks ago


    Unity Search Dallas, United States

    Unity Search has partnered with a large publicly traded real estate company seeking a Financial Analyst on a contract basis. There is a great potential for this to convert to a permanent position. · In this role, you'll play a vital role in supporting our real estate growth by p ...

  • Andrews Distributing

    Financial Analyst

    3 weeks ago


    Andrews Distributing Dallas, United States

    Exciting Times Are Brewing at Andrews Distributing · Our Destination: To be known as the most Customer Obsessed, Brand Building team that sets the standard for the beer and spirits industries. · Our Purpose: We elevate life's moments by creating great beer and spirits experienc ...

  • Exxir

    Financial Analyst

    4 weeks ago


    Exxir Dallas, United States

    Position: Whats the formal title? · Finance Analyst · Company: Who are we? · Exxir is a fully integrated real estate and hospitality firm in the Bishop Arts District. Focusing on generational quality and stewardship, our multidisciplinary business includes development, hospita ...

  • Triumph Financial, Inc.

    Financial Analyst

    4 weeks ago


    Triumph Financial, Inc. Dallas, United States

    Join Triumph Financial · At Triumph Financial, we're focused on creating value by driving business and communities of all sizes toward the future. That's why we're looking for passionate, solutions-oriented people to join our team. As a values-driven financial service company, o ...

  • OneSource Virtual

    Financial Analyst

    4 weeks ago


    OneSource Virtual Dallas, United States

    OneSource Virtual (OSV) is the Workday partner that has helped more than 1,300 companies with everything from deployment to maintenance to payroll and more—all to make the day more doable. Founded in 2008, OSV pioneered Business Process as a Service (BPaaS) and has become the lea ...

  • Advancial

    Financial Analyst

    2 days ago


    Advancial Dallas, United States

    **Responsibilities** · **SUMMARY** #LI-TP1 · A high performing Financial Analyst to work on the finance team. This position will report to the Assistant Vice President Finance and Accounting and will conduct analysis to measure organizational and product profitability. The posi ...

  • Briggs Industrial Solutions

    Financial Analyst

    1 week ago


    Briggs Industrial Solutions Dallas, United States

    At Briggs Industrial Solutions, our team members and our culture are just as important to the company as serving our customers. We believe our team members are the key to our success and we pride ourselves in hiring the highest quality people, placing emphasis on safety, ethics, ...

  • Billingsley CO

    Financial Analyst

    4 weeks ago


    Billingsley CO Dallas, United States

    About Billingsley · Founded in 1978 by Lucy and Henry Billingsley, the organization expertly builds, owns, and manages its properties, ensuring long-term client, resident, and partner return. Specializing in master-planned developments and principles of new urbanism, each Billing ...