4 jobs found in Plano, TX

Overview: The Financial Planning Senior Analyst will be an asset to our finance organization support different operational client groups, the position will provide exposure in areas such as capital, occupancy, asset protection, budgets, and operations This position will contribute to the organization by driving continuous process improvement with respect to data mining, and reporting efficiencies. This position will also spearhead analysis across many aspects of the business to provide insights that influence key decisions.    Responsibilities: •    Design, maintain, and enhance reporting that is distributed to executives and others throughout the organization    •    Support the development and execution of department financial planning, forecasting, budgeting and analysis to improve JCPenney results •    Ensure key daily, weekly, and monthly reports are delivered accurately and on time   •    Develop a solid understanding of report metrics, data structure, and tools used to...

What You'll Do: The New Business Consultant is instrumental to the success of regional sales offices by building partnerships with our financial professionals, accurately onboarding new client accounts, managing account openings and asset movement requests with broker-dealer, and serving as a point of contact between financial professionals, product partners, and custodians.   Here are a few examples of the kinds of things you’ll do: Provide training to financial professionals for new business protocols and technology fundamentals. Assist in the onboarding of new clients by accurately preparing and processing insurance, annuity, and investment account applications. Manage account openings and asset movement requests with broker dealer. Utilize industry technology, such as Salesforce CRM and proprietary product platforms to create, track, manage, and complete tasks related to new business operations. Implement and manage systems to track multiple time sensitive...

Encompass Administrator Who you are: Were looking for an experienced Implementation Consultant with deep hands on experience administering or configuring mortgage LOS platforms (especially ICE Encompass) to help customers successfully implement and adopt Pollys capital markets and pricing technology. This is not an internal Encompass Administrator role. Instead, its a customer facing implementation role where your Encompass expertise will be used to design workflows, configure integrations, and guide lenders through complex implementations that sit alongside (and integrate with) their LOS. If you enjoy translating LOS configuration, business rules, and mortgage operations into scalable solutions, and working directly with customers, this role is likely a strong fit. Does this sound like you? If so, keep reading and apply today! What youll do: Lead end to end implementations for Polly customers, serving as the subject-matter expert for LOS workflows, Encompass configuration,...

Senior Financial Analyst – THPG Bring your passion to Texas Health so we are Better + Together Work location: Texas Health Resources: 612 E Lamar Blvd, 76011 Work hours: Remote:   Full Time Days (8:00am-5:00pm) for 40 hrs./week (remote work allowed at manager’s discretion) What You Will Do:  New Business Growth: Develop pro forma to support business development in operational and compensation analysis for ground floor startups, practice acquisitions, existing practice growth and physician replacements. This includes clinic operations and compensation analysis. 20% Annual Service Line Budgeting: Coordinate with service line Directors and VPs to complete the annual budget. This includes revenue, compensation, staffing and operational expense projections. 20% Reporting and Ad Hoc Requests: Including but not limited to creating and maintaining reports for KPI tracking, income statements, and other comparative analysis and reporting and ad hoc requests....