Financial Planning and Analysis

• Review all construction related documents in a Borrower’s loan request including but not limited to construction contracts and construction plans and specs.
• Reviews Borrower’s requested General Contractors to ensure they have acceptable experience and financial wherewithal to complete the construction project.
• Works with third party construction management vendors to manage construction project’s progress to ensure projects are staying within budget.
• Processes construction loan draws per Loan Policy and SBA (if applicable) regulations.
• Prepare and process loan disbursements and maintain disbursement history, including associated invoices, in accordance with the appropriate authorization.
• Assist with imaging of the loan closing documents and reviews for accuracy and completeness of required information.
• Organizes the loan file to ensure efficiency of loan to progress.
• Partners and assists the servicing specialists’ team as well as other team members to ensure the smooth and efficient flow of information.
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank’s compliance with all regulatory requirements.
• Adheres to policy & procedure of Franchise Finance group and must comply with BSA/AML/OFAC regulations and guidelines.
• Assists with various administrative tasks to support department operations, as directed; may also be assigned special projects.
• Perform other duties as assigned or as required based on business needs or upon management’s discretion.

Construction Loan Manager – Franchise Finance

• Support annual budgeting and ongoing forecasting processes across assigned business units
• Track submissions, coordinate inputs, and manage timeline logistics
• Consolidate BU inputs into standardized formats
• Assist in maintaining financial models and related automation efforts to support planning and decision-making
• Perform initial variance analysis, trend analysis, and data pulls
• Prepare first draft outputs for SFA review
• Prepare regular financial reports (weekly, monthly, quarterly) for internal stakeholders and automate / streamline recurring deliverables over time
• Maintain reporting and planning tools (e.g., Adaptive Insights) and inputs (actuals, headcount, etc.)
• Assist in developing KPI dashboards and tracking performance metrics
• Support long-range planning and strategic initiatives through analysis and research
• Help automate processes and update documentation
• Perform ad hoc analysis to support team and business needs

Junior Financial Analyst

• Drive client retention and growth, deliver critical operational efficiencies and ensure adherence to risk, compliance, and regulatory commitments.
• Lead a team of product owners and analysts, both directly and through matrixed relationships, across globally distributed locations.
• Rally the team and stakeholders around a product vision, influence and gain buy-in to prioritization across partner teams.
• Lead the team in conducting customer discovery and translating customer insights and user behavior to understand the needs of our internal and external customers.
• Understand and effectively leverage technology and AI in product discovery, design, development and deployment.
• Manage change and ensure business readiness to drive impact and adoption.
• Manage team with a risk-minded approach and care for governance and regulatory / risk / control needs.

Executive Director, Product Management – Floor Plan and Channel Finance

• Build and understand complex financial models
• Perform complex financial analysis with minimal oversight
• Create high-impact presentation materials using PowerPoint, Excel, Word
• Manage priorities while working on a number of high priority opportunities simultaneously

Investment Banking Associate II – Environmental Services

• Own the end-to-end monthly cycle for the AI reporting work stream, including final inputs, executive steering committee reviews, and final leadership mailout (Monthly Operating Reviews with Senior Management)
• Build, maintain, and continuously improve recurring monthly deliverables, including the AI strategy deck, back-up materials, executive talking points, and a monthly AI initiative spotlight.
• Maintain the master tracker of all active and planned AI initiatives across the enterprise as the single source of truth.
• Apply and evolve the rules of engagement that govern functional vs. enterprise objective classification and direct vs. indirect benefit quantification (revenue growth, cost savings, productivity, time efficiency).
• Partner with finance and function point-people to convert hours saved, headcount avoidance, quality gains, and revenue lift into defensible dollar figures using prorated deployment-date and ramp logic.
• Pressure-test quantifications submitted by functions and explain methodology to senior leadership on demand.
• Track and report enterprise-wide AI engagement metrics and AI developer-tool impact (unique users, merged pull requests, code review activity), and maintain the consolidated benefits view by function.
• Conduct external benchmarking against peer companies to contextualize GM's AI value reporting for executive audiences.
• Prepare executive-ready talking points, narratives, and Q&A backup for senior leaders presenting AI content and adapt communication style to convey recommendations across different disciplines.
• Translate complex technical AI concepts (machine learning models, generative AI agents, computer vision, LLM-based assistants) into clear financial narratives and gain agreement regarding the business forecast direction.
• Guide direct reports on scoping complex problems and developing creative, innovative financial solutions.

Finance Manager – AI Reporting

• The Financial Analyst provides support to the local management team that may include, but is not limited to financial reporting and control, income management, and debt management.
• Assist operations regarding cost budgets, quarterly forecasts, and other financial planning activities.
• Perform analytical reviews of financial information to identify trends/opportunities.

Financial Analyst

• Reports, analyzes and interprets financial and operating data for accounting and business operations management.
• Generates financial forecasts and creates financial models to support the organization's financial and business planning decisions.
• Provides analytical support to management including Profit and Loss (P&L) projections/forecasts, scenario planning, ratio analysis, budgeting, and cost analysis related to business models.
• Performs economic research and studies in the areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements.
• Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts.
• Prepares journal entries, calculates accruals, allocates expenses, and closely interacts with the accounting team during the month-end close process.
• Responds to information requests from internal customers and others as assigned.
• Develops financial reports for forecasting, trending, and narrative results analysis for management.
• Develops and distributes standard and ad-hoc monthly reporting.
• Reviews and analyzes reports to verify results.
• Works with management to develop, monitor and report-out on key performance indicators.

Financial Operations Analyst

• Obtaining Securities Industry licenses, attending dedicated and personalized classes for Securities Industry Essentials [SIE], Series 7 and Series 66 Exams
• Building and managing client relationships
• Guiding clients with advice and solutions for financial wellness
• Delivering Bank of America’s core banking and investment solutions at a financial center
• Providing end-to-end comprehensive advice and client reviews

Financial Solutions Advisor

• As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses.
• Receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
• Help to deliver Bank of America’s core banking, investment solutions and approach to client care.
• Build and manage client relationships and guide them with advice and solutions to help them live their best financial lives.
• Progress into the next role, Financial Solutions Advisor Stage II, to continue practicing the skills you’ve learned.

Financial Solutions Advisor, Registration Candidate

• Provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting.
• Act as a catalyst for the promotion and growth of NFIS products and services.
• Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms.
• Manage smaller dollar volume account size and less complex investment needs.
• Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed.
• Works on assignment that are moderately difficult and under supervision.

Investment Advisor

• Support annual budgeting, long-range planning, and periodic forecasting processes
• Prepare financial models, variance analyses, and management reporting packages
• Analyze financial performance and provide insights on trends, risks, and opportunities
• Assist in developing and maintaining KPIs, dashboards, and reporting tools
• Contribute to the design and improvement of internal financial reporting
• Deliver timely, accurate, and actionable analysis to finance leadership and business partners
• Support ad hoc financial analysis and business decision-making, leveraging advanced tools and automation where applicable
• Identify opportunities to improve processes, enhance efficiency, and increase automation
• Act as a resource across the finance function to identify and develop automation solutions, including Robotic Process Automation (RPA), AI-enabled tools, and system-to-system integrations
• Partner with Finance and IT teams to design and implement smarter, scalable solutions that improve efficiency, data flow, and overall effectiveness
• Evaluate existing workflows and drive the adoption of advanced technologies to streamline reporting, forecasting, and data management processes
• Assist with implementation and enhancement of financial systems and reporting tools
• Collaborate with finance and business stakeholders across the organization.

Corporate FP&A Analyst

• Assist in monitoring daily cash positions and supporting weekly cash forecasts.
• Support processing wire transfers and maintaining accurate bank records.
• Help prepare monthly cash reports and assist with reconciliations during close cycles.
• Collaborate with internal teams (e.g., Accounts Payable) to ensure smooth cash operations.
• Develop and maintain short-term cash flow forecasts, identifying key variances and drivers.
• Prepare detailed Cash Flow (LE’s) Forecast to HQ by gathering and analyzing inputs from various teams – such as inventory, AR, AP, operating cash earnings to ensure alignment with the annual plan to determine consolidated needs.
• Prepare monthly cash reporting and support month-end/quarter-end close processes.
• Assist in maintaining the Travel & Entertainment system and support insurance-related tasks, including annual renewals, claims and contract reviews.
• Help ensure compliance with internal policies and support audits as needed.
• Assist in ensuring compliance with internal controls, treasury policies, and support both internal and external audits (JSOX, operational audits).
• Proactively manage and follow up on email correspondence, ensuring timely completion of outstanding items.
• Engage in ad-hoc tasks or small projects to assist the treasury team.

Financial Treasury Accounting Analyst

• This position provides Medicaid enrollment support and financial assistance services for community-based individuals.
• Screen and assist with all steps of the Medicaid and Charity Care/Other Assistance Programs enrollment process.
• Make/take phone calls related to the Medicaid and Charity Process to both patients and Medicaid state representatives.
• Gather, verify, evaluate, and enter necessary social, financial, and medical information into various forms/applications.
• Collaborate with on-site leadership and financial counselors to ensure timely submission of Medicaid or Charity applications based off program guidelines.
• Maintain proper certification and training on federal and state level (if required).
• Maintain a knowledge base of the current Medicaid/Charity/Other Assistance Programs within the state and keep up to date with ongoing changes to any policies and procedures – Federal, State, Organization.
• Meet or exceed daily standards for performance, accuracy, customer service, and quality.
• Performs other duties as assigned.

Financial Assistance Specialist

• source, screen and propose investment, partnerships and M&A opportunities
• work closely with Cisco Business Units to align strategy with partners and other key constituents
• drive detailed technology and market analyses of key sectors
• develop detailed financial models including projections, valuation, and investment return analyses
• design presentations for senior management related to acquisitions and investments
• perform business, financial, accounting, and customer due diligence

Investments & Corporate Development Associate

• Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients.
• Develop a book of business in order to meet and exceed established performance hurdles
• Effectively prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• Recommend investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• Balance investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development.
• Organize and manage resources (time, people, budget) to run a productive practice
• Seek the expertise of specialists, where appropriate, to identify planning and investment strategies for a client.
• Complete mandated training, assessments, performance goals and continuing education requirements.

Financial Advisor – Greater Dallas Market

• Lead communication of long-term fraud loss forecasts across First-Party Fraud, Third-Party Fraud and billing disputes losses.
• Oversees Total Client Protection losses and expenses.
• Develop executive-level reporting packages, presentations, and business reviews that communicate fraud performance, forecast outlooks, key risks, and strategic opportunities.
• Partner with Fraud Strategy, Finance, Product, Risk, and Operations teams to align forecasting assumptions, business impacts, and performance expectations
• Serve as a subject matter expert for fraud loss performance, forecasting methodologies, Client Protection impacts, and Total Cost of Fraud metrics
• Influence and support cross-functional initiatives aimed at reducing fraud losses, optimizing expenses, improving client protection outcomes, and enhancing overall business performance
• Present complex financial and fraud performance insights to senior leaders in a simplified, executive-ready format that enables informed decision-making
• Responsible for Client Protection executive storytelling related to fraud loss and other expenses
• Ability to interpret financial results extracting trends to provide valuable insights to the business and Senior Management
• Assist in providing ongoing financial support to Client Protection and loss finance teams
• Identify and lead initiatives to continuously improve, automate, and scale forecasting processes and methodologies
• Partner/Collaborate with finance and key stakeholders on the communication of forecast drivers, impacts, loss performance, and reconciliation
• Prepare, distribute, and consolidate fraud loss and expense packages
• Identify and implement improvements and adhere to all deadlines
• Coaching teammates

Product Strategy Manager I – Forecasting and Financial Management

• Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients.
• Develop a book of business to meet and exceed established performance hurdles.
• Prioritize sourcing prospective clients, capitalizing on referrals, and assessing customer needs.
• Recommend investment products and services suitable for clients based on their objectives and preferences.
• Organize and manage resources to run a productive practice.
• Complete mandated training and performance goals.

Advisor Development Program – Financial Advisor

• Leverage experience in program control finance, accounting, and FP&A to meet all internal and external reporting requirements
• Consolidating financial projection inputs; providing analysis, documenting changes to the actuals & forecast, and reviewing with key team members.
• Partnering with various levels of organization, as well as across functions to include enterprise organizations which support the integration of financial impacts.
• Working in a highly changing environment including supporting, leading, and discussing presentations to management on a regular basis.
• The right candidate will be comfortable being a team player and have the personality and skills to think creatively about how to best present and analyze data to encourage strategic decision making for long term growth.
• Additional responsibility includes the consolidation and preparation of various SMGBAD level financial products while helping to drive business results across the entire organization via timely and accurate assessments of data on key financial metrics.
• Expect high visibility including substantial interaction with senior finance managers, directors, the SMGBAD and LADS leadership teams. You need the ability to effectively communicate at multiple layers within and outside the organization (written/verbal).

CUAS Finance Associate Director – M6

• Own recurring revenue reporting workflows - daily/weekly file maintenance, revenue trackers, attainment dashboards, and variance analysis - ensuring accuracy and timely delivery at a daily cadence
• Prepare and update executive materials for KPI reviews, Board of Directors presentations, and SLT meetings, including slide updates, and supporting data files
• Conduct variance analysis on revenue movements and deliver clear, concise commentary that explains the "what" and the "why" behind performance trends
• Support quarterly sales target-setting - assembling bottoms-up data, reconciling against tops-down forecasts, and surfacing risks and opportunities for leadership discussion
• Own the commercial commission review process - synthesizing attainment data, identifying trends, and providing analysis that informs leadership's compensation and incentive decisions
• Execute ad-hoc analysis for Revenue, GTM, and Commercial leadership to support in-quarter decision-making
• Maintain and improve core financial reporting infrastructure - identifying opportunities to enhance accuracy, reduce manual effort, and improve consistency across deliverables
• Partner cross-functionally with Revenue, Sales Operations, and GTM teams to understand business drivers and translate them into financial context
• Apply a common-sense quality check to all outputs - flagging anomalies, verifying data integrity, and ensuring deliverables are clean and free of error
• Exercise independent judgment in prioritizing analyses and sequencing deliverables to maximize impact for commercial leadership

Financial Planning and Analysis jobs in Texas

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Construction Loan Manager – Franchise Finance

Construction Loan Manager – Franchise Finance

Junior Financial Analyst

Executive Director, Product Management – Floor Plan and Channel Finance

Investment Banking Associate II – Environmental Services

Finance Manager – AI Reporting

Financial Analyst

Financial Operations Analyst

Financial Solutions Advisor

Financial Solutions Advisor, Registration Candidate

Investment Advisor

Corporate FP&A Analyst

Financial Treasury Accounting Analyst

Financial Assistance Specialist

Investments & Corporate Development Associate

Financial Advisor – Greater Dallas Market

Product Strategy Manager I – Forecasting and Financial Management

Advisor Development Program – Financial Advisor

CUAS Finance Associate Director – M6

Manager, Commercial Finance