Finance Jobs in Plano, TX
Finance jobs in Plano, Texas are concentrated in the Legacy Business Park, Granite Park, and the Shops at Legacy corridor, where corporate headquarters and regional offices drive demand across banking, insurance, and financial services. Employers actively hiring include JPMorganChase, Koch, and NTT DATA. See the openings below and apply to the ones that match your experience.
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Job Summary
Job Description:
Financial Analyst / Finance Manager
Location: Plano, TX (Fully Onsite)
Job Title:
Financial Analyst / Finance Manager
Job Summary
We are seeking a highly analytical and detail-oriented Financial Analyst / Finance Manager to support financial planning, forecasting, budgeting, and sales performance analysis for a fast-paced business environment. This role will partner closely with Sales, Marketing, Finance, and leadership teams to provide actionable insights, drive profitability, and support strategic decision-making. The ideal candidate will possess strong financial acumen, advanced Excel expertise, data modeling capabilities, and experience managing P&L performance.
Key Responsibilities
- Create, maintain, and analyze financial reports for business units and sales channels.
- Develop sales forecasts and simulate promotional and business scenarios to support strategic planning.
- Track investments, promotional spending, and financial performance across business channels.
- Conduct post-promotion and post-investment analyses to measure effectiveness and ROI.
- Support annual budgeting, monthly forecasting, and long-range financial planning processes.
- Monitor business trends, sales performance, promotional activities, and associated costs.
- Partner closely with Sales teams to improve sellout performance through data-driven recommendations.
- Prepare executive-level presentations and reports highlighting financial performance and key business insights.
- Perform ad hoc financial analysis to support leadership and cross-functional teams.
- Serve as a liaison between business stakeholders and Finance teams to ensure alignment on financial objectives.
- Communicate complex financial information in a clear and simplified manner to various audiences.
Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
- 4+ years of experience in financial analysis, FP&A, business finance, or related roles.
- Strong financial modeling, forecasting, and analytical skills.
- Advanced Microsoft Excel skills including Pivot Tables, VLOOKUP/XLOOKUP, financial modeling, and data analysis.
- Experience managing budgets, forecasts, and P&L performance.
- Strong attention to detail with excellent organizational skills.
- Ability to thrive in a fast-paced, changing environment.
- Excellent verbal and written communication skills.
Preferred Qualifications
- Advanced degree (MBA, Master's in Finance, Accounting, or related field).
- Experience supporting sales organizations and promotional planning.
- Strong data modeling and scenario analysis experience.
- Ability to influence business decisions using data-driven insights.
- Experience creating professional business presentations for leadership teams.
- Experience with AI tools such as Claude, Gemini, or similar technologies.
- Strong problem-solving and strategic thinking capabilities.
Top Skills
- Financial Analysis
- Financial Planning & Analysis (FP&A)
- Data Modeling
- P&L Management
- Forecasting & Budgeting
- Advanced Excel
- Scenario Analysis
- Business Analytics
- Sales Finance
- Financial Reporting
Work Environment
- Fully onsite role located in Plano, Texas.
- Collaborative and fast-paced corporate environment.
- Opportunity to work closely with executive leadership and cross-functional teams.
- Occasional additional work hours may be required to meet business objectives.
Work Location: In person
Pay: $25.00 - $30.00 per hour
Expected hours: 35.0 per week
Work Location: In person
Job Summary
Job Description:
Financial Analyst / Finance Manager
Location: Plano, TX (Fully Onsite)
Job Title:
Financial Analyst / Finance Manager
Job Summary
We are seeking a highly analytical and detail-oriented Financial Analyst / Finance Manager to support financial planning, forecasting, budgeting, and sales performance analysis for a fast-paced business environment. This role will partner closely with Sales, Marketing, Finance, and leadership teams to provide actionable insights, drive profitability, and support strategic decision-making. The ideal candidate will possess strong financial acumen, advanced Excel expertise, data modeling capabilities, and experience managing P&L performance.
Key Responsibilities
- Create, maintain, and analyze financial reports for business units and sales channels.
- Develop sales forecasts and simulate promotional and business scenarios to support strategic planning.
- Track investments, promotional spending, and financial performance across business channels.
- Conduct post-promotion and post-investment analyses to measure effectiveness and ROI.
- Support annual budgeting, monthly forecasting, and long-range financial planning processes.
- Monitor business trends, sales performance, promotional activities, and associated costs.
- Partner closely with Sales teams to improve sellout performance through data-driven recommendations.
- Prepare executive-level presentations and reports highlighting financial performance and key business insights.
- Perform ad hoc financial analysis to support leadership and cross-functional teams.
- Serve as a liaison between business stakeholders and Finance teams to ensure alignment on financial objectives.
- Communicate complex financial information in a clear and simplified manner to various audiences.
Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
- 4+ years of experience in financial analysis, FP&A, business finance, or related roles.
- Strong financial modeling, forecasting, and analytical skills.
- Advanced Microsoft Excel skills including Pivot Tables, VLOOKUP/XLOOKUP, financial modeling, and data analysis.
- Experience managing budgets, forecasts, and P&L performance.
- Strong attention to detail with excellent organizational skills.
- Ability to thrive in a fast-paced, changing environment.
- Excellent verbal and written communication skills.
Preferred Qualifications
- Advanced degree (MBA, Master's in Finance, Accounting, or related field).
- Experience supporting sales organizations and promotional planning.
- Strong data modeling and scenario analysis experience.
- Ability to influence business decisions using data-driven insights.
- Experience creating professional business presentations for leadership teams.
- Experience with AI tools such as Claude, Gemini, or similar technologies.
- Strong problem-solving and strategic thinking capabilities.
Top Skills
- Financial Analysis
- Financial Planning & Analysis (FP&A)
- Data Modeling
- P&L Management
- Forecasting & Budgeting
- Advanced Excel
- Scenario Analysis
- Business Analytics
- Sales Finance
- Financial Reporting
Work Environment
- Fully onsite role located in Plano, Texas.
- Collaborative and fast-paced corporate environment.
- Opportunity to work closely with executive leadership and cross-functional teams.
- Occasional additional work hours may be required to meet business objectives.
Work Location: In person
Pay: $25.00 - $30.00 per hour
Expected hours: 35.0 per week
Work Location: In person
See All 336+ Finance Jobs in Plano
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Find Finance JobsFinance Job Market in Plano
Who's Hiring
- JPMorganChase58
- Koch29
- NTT DATA29
- Premier Trailer Leasing29
- FedEx15
Top Industries Hiring
- Consulting & Professional Services
Finance Jobs in Plano: Frequently Asked Questions
How do I get a finance job in Plano?
Focus your search on Plano's dense corporate corridors, particularly Legacy Business Park and the Dallas North Tollway corridor, where financial services firms, insurance carriers, and Fortune 500 treasury and accounting teams concentrate. Candidates with experience in financial planning and analysis, corporate accounting, or risk management have a clear edge here. Familiarity with ERP systems like SAP or Oracle is a practical advantage with many of Plano's large employer base.
Which companies hire finances in Plano?
Employers hiring finances in Plano right now include JPMorganChase, Koch, and NTT DATA, based on current listings on Migrate Mate as of November 2026. Plano's employer mix leans toward large corporate headquarters, regional financial institutions, and insurance and technology firms with substantial finance departments.
Are there remote finance jobs in Plano?
Yes, though it depends on the role, with analytical and reporting positions being far more remote-friendly than those requiring hands-on cash handling or on-site compliance work. About 67% of finance openings tied to Plano are remote or hybrid as of November 2026, reflecting the high concentration of corporate back-office functions in the area. Financial analyst, FP&A, and accounting roles at Plano's large headquarters tend to offer the most flexible arrangements.
How can I get a finance job in Plano with little or no experience?
The most realistic entry point is targeting large Plano corporate headquarters that run structured rotational or associate programs in accounting and finance, particularly in the insurance and financial services sectors anchored along the Tollway. Entry-level accounts payable, junior financial analyst, and staff accountant roles are common first steps. A relevant internship with a Plano-area firm, even part-time, and proficiency in Excel and basic ERP tools will differentiate you in a competitive local applicant pool.
Which industries hire the most finances in Plano?
Plano finance roles concentrate in Consulting & Professional Services, based on current listings on Migrate Mate as of November 2026. Plano's status as a headquarters hub for major insurance carriers, regional banks, and technology companies means sustained demand for finance professionals across corporate, operational, and strategic functions.
See All 336+ Finance Jobs in Plano
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