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Robert Half Logo Robert Half · Finance

Planner or Associate Planner

United States, Dallas · Job Posted February 20, 2026
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Job Description

We are looking for a skilled Planner or Associate Planner to join our team in Dallas, Texas. In this role, you will play a pivotal part in providing financial analysis and modeling, offering insights that support strategic decision-making. The ideal candidate will thrive in a client-facing environment and be eager to contribute to business growth through proactive engagement with the market.

Job Responsibility

  • Conduct in-depth financial analysis and develop financial models to support business objectives
  • Perform variance analysis to identify trends and provide actionable recommendations
  • Utilize advanced data mining techniques to extract valuable insights from complex datasets
  • Collaborate with clients to understand their needs and deliver tailored financial solutions
  • Assist in selling services and building strong market relationships to drive business growth
  • Prepare detailed reports and presentations that effectively communicate financial findings
  • Support ad hoc financial analysis requests to address immediate business challenges
  • Maintain a client-focused mindset to ensure exceptional service delivery
  • Stay updated on industry trends and apply relevant knowledge to enhance planning strategies

Requirements

  • Proven experience as a Planner or Associate Planner within a relevant industry
  • Strong financial analysis and modeling skills with a track record of delivering accurate insights
  • Expertise in variance analysis and ability to identify critical business trends
  • Proficiency in data mining techniques and analytical tools
  • Excellent communication skills with the ability to engage effectively in client-facing roles
  • Demonstrated ability to sell services and develop market relationships
  • Bachelor’s degree in finance, economics, or a related field
  • Commitment to providing high-quality client service and solutions

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan
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