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89 financial planning jobs at 66 companies in Austin, TX

2w
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Financial Planning & Modeling Analyst Sr
Austin, Texas, United States
HybridFull Time
Lower Colorado River Authority
Lower Colorado River Authority: Public utility providing energy, water, and community services.
9+ YOENine or more years of experience in financial planning, finance, accounting, or related analysis; experience acting as finance liaison to IT and providing functional system support.
Anaplan, Hyperion, OneStream, SQL, Microsoft Excel
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4w
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Senior Manager, Financial Planning & Analysis
Austin or New York City
$101k-$198k/yr HybridFull Time
MongoDB
MongoDBNASDAQ: MDB: Cloud-based document database platform for software application development.
5+ YOEBachelor's degree,5+ years FP&A experience,expert financial modeling,Google Suite,Microsoft Excel,Pigment,strong communication,stakeholder management,and people leadership.
Google Suite, Microsoft Excel, Pigment
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2mo
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Director of Financial Planning & Analysis
Austin, Texas, United States
HybridFull Time
Integrated Financial Settlements
Integrated Financial Settlements: Provider of structured settlement and injury claim consulting services.
10+ YOEBachelor's degree,10+ years progressive finance experience with FP&A leadership,advanced financial modeling,liquidity forecasting,Excel and ERP proficiency,executive communication and presentation skills.
Microsoft Excel, ERP systems, FP&A software
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2mo
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Financial Planning and Analysis (FP&A) Manager
Los Angeles or Austin or New York City or San Francisco or London or Manila or Warsaw
$132k-$165k/yr HybridFull Time
CreatorIQ
CreatorIQ: Software for managing and measuring enterprise influencer marketing campaigns.
5+ YOEBachelor's in Finance/Economics/Business, 5+ years FP&A or financial analysis experience, strong financial modeling and Excel skills, familiarity with cloud accounting/FP systems, Tableau and Snowflake experience, excellent communication.
Microsoft Excel, Adaptive Insights, Oracle ERP, Sage, NetSuite, Hyperion, Tableau, Snowflake
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2mo
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Senior Financial Analyst - Financial Planning & Analysis
Austin, Texas, United States
OnsiteFull Time
American Campus Communities
American Campus Communities: Develops, manages, and owns student housing communities.
1+ YOEBachelor's in Economics/Business/Finance or 1-2 years' experience in student/multi-family housing FP&A or analytics; financial modeling, Excel proficiency, GAAP knowledge, SOX compliance, strong communication and project management skills.
Microsoft Excel
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2w
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Senior Financial Planning and Analyst (FP&A)
Austin, Texas, United States
HybridFull Time
Digital Turbine
Digital TurbineNASDAQ: APPS: Platform for mobile application distribution and advertising monetization.
5+ years FP&A experience supporting technology teams, bachelor\u000degree, strong modeling and cloud/infrastructure finance knowledge, executive partnering, proficiency with Oracle, Workday, Concur, Atlassian, Google Sheets/Excel, and Power BI.
Gemini, Claude, Power BI, Oracle, Workday, Concur, Atlassian, Jira, Confluence, Google Sheets, Google Workspace, Microsoft Excel
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1mo
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Sr. Analyst, Financial Planning & Analysis (FP&A)
New Braunfels, Texas, United States
OnsiteFull Time
Alamo Group
Alamo GroupNYSE: ALG: Designs and manufactures equipment for infrastructure maintenance and agriculture.
3+ YOEBachelor's in accounting/finance/economics required,3+ years FP&A or corporate finance experience,advanced Microsoft Excel/PowerPoint,Oracle EPM/Hyperion preferred,strong analytical and communication skills,ability to work irregular hours.
Oracle EPM/Hyperion, Microsoft Excel, Microsoft PowerPoint
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1w
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Senior Financial Planner
Fort Mill or Charlotte or San Diego or Austin or Tempe
$76k-$127k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides independent financial advisory and wealth management services.
5+ YOEBachelor's degree in business, finance, or equivalent experience; 5+ years in financial services; 3+ years developing and presenting comprehensive financial plans; experience with named planning platforms.
eMoney, MoneyGuide, RightCapital, Microsoft Office
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5d
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Senior Financial Analyst - FP&A
Austin, Texas, United States
HybridFull Time
FloSports
FloSports: Streaming service for niche and underserved sports communities.
2+ YOEBachelor's degree in finance, accounting, economics, or related field; 2–4 years in finance or FP&A; financial modeling, forecasting, GAAP, reporting, Excel, Google Sheets, planning tools, and ERP experience.
Microsoft Excel, Google Sheets, Anplan, Planful, NetSuite, SAP
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1w
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Senior Financial Planner
Fort Mill or Charlotte or San Diego or Austin or Tempe
$76k-$127k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
5+ YOEBachelor's degree in business or finance, 5+ years in financial services, 3+ years developing and presenting comprehensive plans, and experience with eMoney, MoneyGuide, or RightCapital.
eMoney, MoneyGuide, RightCapital, Microsoft Office
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22h
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Senior Financial Analyst
Austin or Urbandale
HybridFull Time
AMBA
AMBA: Provides supplemental insurance and marketing services to association members.
4+ YOEBachelor's degree in a related field, 4+ years of financial planning, reporting, and analysis experience, advanced Microsoft Excel, analytical and communication skills, and accounting knowledge.
Microsoft Excel, Power BI, VBA, Power Query
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1mo
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Director, GTM Strategy & Planning
Oakland or Denver or Austin or New York City
$181k-$226k/yr HybridFull Time
Fivetran
Fivetran: Automates data movement into cloud data warehouses.
10+ YOE4+ Mgmt10+ years in GTM/revenue strategy with quota, territory, headcount planning; 4+ years managing teams; strong analytics, financial modeling, and executive presence.
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6d
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Senior Financial Analyst
Austin, Texas, United States
$80k-$118k/yr HybridFull Time
Commerce
CommerceNasdaq: CMRC: Provides an AI-driven ecosystem for global e-commerce businesses.
5+ YOEBachelor's degree in finance, accounting, economics, or related quantitative field; 5+ years in financial analysis or FP&A; proficiency in Excel, Google Sheets, and SQL; familiarity with ERP and planning tools.
Microsoft Excel, Google Sheets, SQL, NetSuite, Sage Intacct, Adaptive Insights, Anaplan, Tableau
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1w
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Certified Financial Advisor
Austin or Dallas or Houston or Texas
RemoteFull Time
Vanguard
Vanguard: Provides mutual funds, ETFs, and investment management services.
3+ YOECFP designation required; Series 7, 63, or 66 required or obtainable within 3 months; 3 years advisory experience, with financial planning, book management, and relationship management expertise.
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1w
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Financial Advisor
San Marcos, Texas, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor’s degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, entrepreneurial drive, and US work authorization without sponsorship.
planning software
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1w
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Certified Financial Advisor
Austin, Texas, United States
RemoteFull Time
Vanguard
Vanguard: Global investment management and financial services provider.
3+ YOECFP designation required; Series 7, 63, or 66 required or obtainable within 3 months. Requires 3 years advisory experience, book of business and relationship management, and financial planning expertise.
How America Saves
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1mo
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Analytics & Business Planning Lead, ASO Operations
Austin, Texas, United States
OnsiteFull Time
Apple
AppleNASDAQ: AAPL: Designs and sells consumer electronics, software, and online services.
Lead analytical frameworks, financial models, and planning processes; build scalable data solutions and translate analytics into forward-looking business strategies for operational leaders.
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1w
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College Financial Representative, Internship Program
Austin, Texas, United States
$500-$1k/yr OnsiteInternship
Northwestern Mutual
Northwestern Mutual: Provides life insurance, wealth management, and financial planning services.
Full-time student, preferably junior or senior, with sales interest, entrepreneurial ambition, strong time management, campus involvement, and interest in financial literacy and planning.
Series 6, Series 63, CFP, SIE
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3w
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Chief Financial Officer
New Braunfels, Texas, United States
OnsiteFull Time
Team Housing Solutions
Team Housing Solutions: Provides temporary workforce housing and mission support services.
5+ YOE10+ Mgmt10+ years finance management experience, 5+ years government contracting preferred; BS in Finance required; MBA/MF preferred; leadership, financial planning, cash management, DCAA/FAR compliance, Microsoft Suite skills.
Microsoft Suite
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1w
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VP, Active Trader Financial Consultant - Austin, TX
Austin, Texas, United States
$75k-$95k/yr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
4+ YOEBachelor's degree or equivalent experience, active Series 7 and Series 66 licenses, Life and Health Insurance license, 4+ years of financial services experience with retail clients, and strong market knowledge.
planning tools
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