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Finance planner jobs in El Paso, TX

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  • J.P. Morgan Wealth Management - Private Client Advisor - El Paso, TX

    JPMC

    Finance planner job in El Paso, TX

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $53k-115k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor- El Paso, TX

    Corebridge Financial Inc.

    Finance planner job in El Paso, TX

    Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: * We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. * We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. * We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. * We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too. About the Role The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings. Responsibilities * Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan. * Actively participate in benefit fairs and new employee orientations. * Participate in the annual plan review and financial education planning process. * Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates * Meet with participants and eligible employees to educate employees regarding plan participation. * Travel dependent on your territory may be required for new plan enrollments. To help you get started, we offer you the resources needed to build your own success: * This is a salary paid position with bonus potential * Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match * Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools * Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications * High school diploma or GED required; Bachelor's Degree preferred * Series 7, Series 66 preferred and appropriate state insurance licenses required * CFP, ChFC or similar designations desirable * Must have excellent presentation skills * Bilingual Spanish/English skills a plus Work Location * This position is currently designated as remote. Estimated Travel * May include up to 25% travel. #LI-CBF #LI-Hybrid #SAFG This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: * Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. * Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. * Employee Assistance Program: Confidential counseling services and resources are available to all employees. * Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. * Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. * Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales Commission Estimated Travel Percentage (%): Up to 25% Relocation Provided: No The Variable Annuity Life Insurance Company
    $43k-88k yearly est. Auto-Apply 47d ago
  • Financial Advisor- El Paso, TX

    Corebridgefinancial

    Finance planner job in El Paso, TX

    Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too. About the Role The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings. Responsibilities Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan. Actively participate in benefit fairs and new employee orientations. Participate in the annual plan review and financial education planning process. Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates Meet with participants and eligible employees to educate employees regarding plan participation. Travel dependent on your territory may be required for new plan enrollments. To help you get started, we offer you the resources needed to build your own success: This is a salary paid position with bonus potential Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED required; Bachelor's Degree preferred Series 7, Series 66 preferred and appropriate state insurance licenses required CFP, ChFC or similar designations desirable Must have excellent presentation skills Bilingual Spanish/English skills a plus Work Location This position is currently designated as remote. Estimated Travel May include up to 25% travel. #LI-CBF #LI-Hybrid #SAFG This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
    $43k-88k yearly est. Auto-Apply 48d ago
  • J.P. Morgan Wealth Management - Private Client Advisor - El Paso, TX

    Jpmorganchase 4.8company rating

    Finance planner job in El Paso, TX

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $56k-104k yearly est. Auto-Apply 60d+ ago
  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    Finance planner job in El Paso, TX

    **We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $50k-125k yearly 60d+ ago
  • Corporate Financial Analyst, FP&A

    Datamark, Inc. 4.2company rating

    Finance planner job in El Paso, TX

    Job DescriptionFinancial Analyst At DATAMARK, Inc., you will experience a dynamic and inclusive company culture that emphasizes collaboration, innovation and professional development. Our team is supportive, engaged and enjoys working together to achieve shared goals. We offer exceptional benefits and are committed to promoting your well-being both in and out of the workplace. Join DATAMARK as a Financial Analyst and contribute your expertise in a role where your impact truly matters! The Financial Analyst - FP&A (Financial Planning & Analysis) will play a crucial role in strategic planning and decision-making processes by providing insightful financial analysis and projections. The individual in this position will collaborate closely with various departments, analyze financial performance, and help prepare actionable reports that guide management in their decision-making. This role will enhance the organization's financial planning efforts through accurate forecasting and budget management. Primary Responsibilities: Lead the company's rolling forecast and budget process while guiding and coordinating efforts for designated business lines/country. Help prepare for the monthly close, quarterly forecasts, and annual budget cycle by producing a variety of reports and analyses, sharing results with your supervisor and fellow team members. Assist in the preparation, maintenance, and operational aspects of financial planning and forecasting, including trend analysis using financial ratios and metrics to assess performance. Create and manage cash flow projection reports and models. Share insights on financial performance with the respective business owners, highlighting any areas of concern and identifying potential opportunities. Support the business owners by diving into analysis, answering questions, investigating significant variances in financial statements, and preparing relevant commentary. Generate budget files for upload to the budgeting system (Adaptive), which includes researching industry trends and offering recommendations to enhance financial performance, pending VP approval. Provide support to the Financial Analyst - Pricing in preparing profitability analyses, variance analyses, pricing models, and other tasks as necessary. Requirements Bachelor's degree in finance 5+ years of experience in financial analysis: new graduates will be considered with appropriate skill set and proven internships. Thorough understanding of financial statements, and experience or coursework in variance analysis. Advanced Microsoft Excel (modeling) and PowerPoint skills required. Knowledge of BI tools a plus. Highest standards of accuracy and precision. Highly organized, strong time management and coordination skills. Articulate, with excellent verbal and written communication skills. Self-motivated, with the ability to work independently with limited oversight. **Applicants must be authorized to work in the U.S. for any employer as we are unable to sponsor or take over sponsorship of an employment Visa at this time** Benefits What We Offer: Comprehensive Health Care: Medical, dental, and vision plans Retirement Savings: 401k and IRA plans Life Insurance: Basic, voluntary, and AD&D coverage Paid Time Off: PTO, paid volunteer hours, and holidays Disability Coverage: Short-term and long-term disability plans Professional Growth: Training and development to advance your career Wellness Resources: Support for your overall well-being Salary: $70,000- $75,000 annually Relocation Assistance: Yes
    $70k-75k yearly 8d ago
  • Merrill Experienced Financial Advisor

    Bank of America 4.7company rating

    Finance planner job in El Paso, TX

    Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective **Job Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $44k-70k yearly est. 60d+ ago
  • Senior Budget Analyst

    El Paso County (Tx

    Finance planner job in El Paso, TX

    Requirements MOS Code: 3451 (Marine Corps), 1025 (Navy) Education and Experience: A Bachelor's degree or higher in business or public administration, accounting, finance or a related field and two (2) years of professional experience in budgetary or fiscal analysis and/or research and statistical analysis. Licenses and Certificates: None. General Purpose Under general supervision, perform complex and specialized analytical work related to the projection of revenues and the preparation and administration of the annual City budget. Typical Duties Plan and coordinate the development of multiple and complex annual budgets for assigned departments. Involves: Monitor and reconcile operating and project related revenues. Ensure that expenditures are within budgetary and policy guidelines. Inform management of budget deviations, problems and events likely to affect operations. Prepare cost analyses, including projections and recovery alternatives. Confer with departmental staff to obtain information, advise and assist department directors and others on budgetary issues. Make recommendations on the use and distribution of funds, including allocation of indirect program costs and budget evaluation techniques. Oversee, coordinate and prepare a variety of technical reports on estimates, costing data, and budget limits. Perform a variety of operational, planning and management studies. Participate in the strategic planning process for the City's future growth and impact on services. Assist in preparation of the annual debt service budget, oversee and reconcile debt proceeds. Prepare City's annual budget and monitor execution of approved budget. Involves: Collect and compile data for production of the annual budget document. Participate in and make presentations in budgetary and related hearings. Represent the department in meetings with various departments, committees and other intergovernmental agencies. Train City staff in various budget and financial matters. Maintain accurate financial and statistical records. Review, process, evaluate and verify a variety of budgetary and financial information. Identify, investigate and resolve financial errors and discrepancies. Establish and maintain cooperative and effective working relationships with others. Review policies, objectives and operational plans of grant funded programs. Involves: Advise on grant program matters. Review and recommend grant application submissions. Recommend city matching funds requirements. Report on budgetary impact upon grant termination. Participate in management studies, lean six sigma projects, or other various assignments. Involves: Identify and review current processes and/or procedures. Perform financial analysis to identify costs and efficiencies. Compile recommendations for process improvement. Supervise designated employees, if assigned. Involves: Assign, schedule, guide and monitor work. Appraise employee performance. Counsel, motivate and maintain harmony. Interview applicants. Recommend hiring, termination, transfers, discipline, merit pay or other employee status changes. Enforce personnel rules and regulations and work behavior standards firmly and impartially. General Information For complete job specification, click here. Note: This is an unclassified contract position. Note: Applicants are encouraged to apply immediately. This position will close when a preset number of qualified applications have been received. Please note: Applicants with foreign diplomas, transcripts and degrees must have all documents translated and evaluated by an agency of the National Association of Credential Evaluation Services (NACES) prior to submitting them to the Human Resources Department. Please visit********************* for more information. A résumé and/or other documents will not be accepted in lieu of a completed application. Comments such as "See résumé" are not acceptable and will result in the application being considered incomplete. To qualify for this position, required education, experience, knowledge and skills must be clearly stated on your application's employment history. We do not use any information on your resume to review if you meet the minimum qualifications for this position. Failure to fully detail all experience and job duties in the application, or copying/pasting directly from the job specification, or responses referring to your résumé will eliminate you from consideration for the position.
    $47k-75k yearly est. 1d ago
  • Power Market Finance Analyst Intern

    Kiewit 4.6company rating

    Finance planner job in Santa Teresa, NM

    Operate one or several types of power construction equipment to excavate, move and/or grade material. * Operate a variety of vehicles and large heavy equipment while performing maintenance and repairs on roads and rights-of-way including loading, hauling and dumping on smooth to extremely rough surfaces. * Load gravel, dirt and sand; smooth and grade roads; spread rock and gravel. * Trench and construct ditches for installation of culverts, water pipes and sewer pipes; remove silt and debris. * Knowledgeable of equipment in respect to checking and maintaining all fluid levels and lubrication. * May be asked to instruct and train employees in the safe operation of construction equipment and tools and in job techniques and skills * Inspecting equipment, structures, or materials to identify the cause of errors or other problems or defects. Qualifications * Current schedule, must be avilable to work either Night or Day Shift (Monday - Friday). * $31.43 per hour + cash fringe + shift differential (if applicable). * $700 per diem per week (if applicable). * All offers are contingent on your ability to pass a Drug and Alcohol test. Requirements * The person in this position needs to constantly move about a construction/industrial site, so should be able to stand, walk, sit, reach, stoop, kneel, crouch, and/or crawl * Constantly works in a construction environment and will be exposed to changing outdoor weather conditions * Work irregular hours, weekends, overtime and holidays as required * May be required to use ladders/mechanical platforms/manlifts/scaffold to access required equipment/work areas (may exceed 200 feet), so must be able to climb and maintain balance on formwork, steel formwork, stairs, ladders and scaffolds * Move and work in and around confined and cluttered places, and uneven surfaces * Must be able to complete tasks in a noisy and dusty environment * May be required/able to move items weighing up to 50 pounds across construction/industrial site * Observe and comply with all safety and project rules, perform other duties as required * Ability to pass pre-access drug and alcohol testing About Kiewit Kiewit is one of North America's largest and most respected construction and engineering organizations. With its roots dating back to 1884, the employee-owned organization operates through a network of subsidiaries in the United States, Canada, and Mexico. Kiewit offers construction and engineering services in a variety of markets including transportation; oil, gas and chemical; power; building; marine; water/wastewater; industrial; and mining. Kiewit had 2024 revenues of $16.8 billion and employs 31,800 staff and craft employees. For more information on our current projects/job openings, or to apply online visit our website at: *********************** Equal Opportunity Employer, including disability and protected veteran status.
    $31.4 hourly 23d ago
  • Client Integration Advisor

    Talent Find Professional

    Finance planner job in El Paso, TX

    Job DescriptionA Message for the Person Who Knows They're Made for More Maybe you've hit a ceiling. Maybe you've been carrying the weight for your team or company without being recognized for it. Or maybe you've been waiting for someone to finally hand you a real shot - a path you can follow, a skill set you can master, and a system that rewards work ethic instead of seniority. If that hits home, then Talent Find Professional was built for people exactly like you. We're a family-driven organization built on a simple belief: People grow when they're given a clear plan, strong mentorship, and an environment where their effort matters. We help individuals protect what's most important to them while creating careers with flexibility, purpose, and long-term potential. No cold calls. No door-knocking. No corporate grind. You'll meet with individuals who have already raised their hand asking for guidance - and you'll be supported every step of the way by mentorship, technology, and a system that actually works. Responsibilities Learn and apply our proven systems to deliver a smooth, clear, professional experience for every client you serve Contact individuals who have requested information and meet with them through scheduled phone or virtual appointments Guide people through simple, structured conversations to help them understand their options Maintain ongoing communication with clients and internal support teams Follow compliance standards and professional expectations Participate in weekly skill-building calls, leadership development sessions, and team meetings Build long-term relationships using company-provided and self-generated outreach Stay on track with performance benchmarks tied to growth and advancement Qualifications Background in customer service, service-based sales, consulting, or leadership (3+ years preferred but not required) Coachable, self-driven, and serious about personal development Comfortable with virtual communication tools, CRM platforms, and technology Clear and confident communicator - on phone and video Strong empathy, integrity, and client-first mindset Organized, disciplined, and dependable with follow-through Requirements Ability to follow a flexible schedule based on client availability Reliable smartphone, computer, and internet connection Ability to pass a background check Obtain required state credentials (we'll walk you through the process step-by-step if you don't already have them) Benefits & Culture Full mentorship, ongoing training, and leadership development Performance-based compensation with no cap Monthly and annual recognition opportunities Incentive travel experiences for top performers Discounts available for personal health and protection options Supportive, family-focused culture built around growth and empowerment Flexible scheduling that allows you to build a career without sacrificing your life Why Join Talent Find Professional? Because here, you're not just taking another job - you're stepping into a path that can transform your future. We believe leadership is earned through service, success is multiplied through mentorship, and legacy is built through the people you help along the way. If you're coachable, driven, and ready to create a career with meaning, we'd love to connect with you.
    $45k-87k yearly est. 10d ago
  • Part-Time Financial Consultant

    New Mexico Educators Federal Credit Union 4.3company rating

    Finance planner job in Las Cruces, NM

    Nusenda Credit Union is dedicated to excellent member service and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values. As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more! Thank you for your interest in joining the Nusenda team! We are currently seeking a Part-Time Financial Consultant to join our Corbett Center Branch who can work 20 hours per week, with open availability Monday-Friday. As a Financial Consultant, you'll be a trusted financial resource to existing and potential members by utilizing a consultative approach to evaluate, educate and fulfill members' financial needs. You'll show adaptability and knowledge regarding all functions and processes of both the teller and platform operations. You'll identify opportunities to refer members to business services, mortgage services, home equity lending, and investment services as needed. What you'll do: * Assist members with their financial needs through a consultative needs-based approach. * Identify and educate members on value-added products/services to meet individual needs to include opening and closing accounts/memberships, consumer loans (excluding home loan products), and answering questions about products and services. * Refer members to specialized departments, as needed. * Support the Teller line, as needed. * Handle problem resolution with your authority level. * Process transactions in accordance with established policies, procedures, laws and regulations, and with a high degree of accuracy. What you'll need: * Three to five years of similar or related experience * High School Diploma or GED Key skills and experience: * Knowledge of Teller and Platform Operations. * Ability to provide exceptional service. * Accuracy in numbers, procedural detail, processing, and balancing negotiable instruments. * Must be able to handle multiple responsibilities, meet deadlines, deal with sensitive information and handle problem resolution. * Effectively communicate with internal and external customers appropriately via in person, email, etc. Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
    $40k-67k yearly est. 9d ago
  • Financial Analyst

    Hunt 4.6company rating

    Finance planner job in El Paso, TX

    The Financial Analyst, Process and Controls, will act as a reliable Business Partner and ensure responsive, value-added services to accurately and efficiently produce and develop process and control documentation around existing financial processes. As a member of the team, this position will also assist in meeting the monthly requirements set by the SVP Controller to fulfill internal and external reporting commitments to other departments, owners, partners, and lenders. What you will do Systematically captures, organizes, and maintains detailed documentation of financial workflows, policies, and control activities to ensure clarity, consistency, and compliance. Develops and updates process narratives, flowcharts, and control matrices that accurately reflect current practices and support audit readiness. Analyzes existing financial processes to identify gaps, inefficiencies, and risks. Collaborates with stakeholders to design, implement, and document new or improved controls, map end-to-end financial processes, and highlight key control points and dependencies. Standardizes documentation templates and methodologies to promote uniformity and best practices across departments. Assists in the development and execution of control testing procedures, including walkthroughs and sample testing. Documents results, findings, and remediation plans to ensure transparency and accountability. Oversees the migration and mapping of financial data for reporting purposes, ensuring data integrity and traceability. Serves as a resource to other departments for process and control documentation, providing guidance and support as needed. Communicates effectively with all levels of management to ensure documentation meets business and compliance needs. Proactively identifies opportunities to enhance documentation quality, control effectiveness, and process efficiency. Stays current with industry best practices and regulatory changes, integrating new requirements into documentation and controls to ensure compliance. Performs other duties as assigned, maintaining flexibility and adaptability in a dynamic environment. Adheres to all company policies, procedures, and standards. Qualifications Bachelor's Degree an undergraduate/graduate degree with a focus in Finance, Accounting, Business Administration, Mathematics, or related discipline Required or 1-2 years of financial planning and analysis experience. Preferred Experience with ERP and Business Intelligence tools. Preferred Experience in process documentation, controls, and experience in testing controls in a business organization. Preferred High attention to detail, self-starter, efficient time management, critical thinker, inquisitive, and strong organizational skills. Proficiency in Microsoft Office Applications: Excel, Word, Outlook, etc. Excellent verbal and written communication skills. Ability to work in a high-paced, deadline-driven environment. Limited travel as needed. Ability to maintain confidentiality. The Analyst should be an outside-the-box, proactive thinker. Must demonstrate great interpersonal skills, particularly the ability to communicate effectively with all levels of management and departments. Compensation We are committed to offering competitive and equitable compensation. Final salaries will be determined based on factors such as geographic location, skills, education, licenses, certifications, and/or experience. In addition to these factors - we believe in the importance of pay equity. We consider internal and external factors as a part of every final offer. We also offer a generous total compensation and benefits package. Benefits A competitive salary is only one part of your total rewards. We also offer a comprehensive benefits package, including paid time off, medical, dental, life and disability insurance, HSA/FSA accounts, retirement, rewards programs, and so much more! Click Here for Benefits Overview ******************************************************** You must be able to pass a drug, background screen, and motor vehicle record check (if one is required per the position). EEO/ADA The Company and its affiliates provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. #ZRHMH
    $53k-85k yearly est. 15d ago
  • Financial Analyst

    Hunt MH Shared Services LLC

    Finance planner job in El Paso, TX

    Job Description The Financial Analyst, Process and Controls, will act as a reliable Business Partner and ensure responsive, value-added services to accurately and efficiently produce and develop process and control documentation around existing financial processes. As a member of the team, this position will also assist in meeting the monthly requirements set by the SVP Controller to fulfill internal and external reporting commitments to other departments, owners, partners, and lenders. What you will do Systematically captures, organizes, and maintains detailed documentation of financial workflows, policies, and control activities to ensure clarity, consistency, and compliance. Develops and updates process narratives, flowcharts, and control matrices that accurately reflect current practices and support audit readiness. Analyzes existing financial processes to identify gaps, inefficiencies, and risks. Collaborates with stakeholders to design, implement, and document new or improved controls, map end-to-end financial processes, and highlight key control points and dependencies. Standardizes documentation templates and methodologies to promote uniformity and best practices across departments. Assists in the development and execution of control testing procedures, including walkthroughs and sample testing. Documents results, findings, and remediation plans to ensure transparency and accountability. Oversees the migration and mapping of financial data for reporting purposes, ensuring data integrity and traceability. Serves as a resource to other departments for process and control documentation, providing guidance and support as needed. Communicates effectively with all levels of management to ensure documentation meets business and compliance needs. Proactively identifies opportunities to enhance documentation quality, control effectiveness, and process efficiency. Stays current with industry best practices and regulatory changes, integrating new requirements into documentation and controls to ensure compliance. Performs other duties as assigned, maintaining flexibility and adaptability in a dynamic environment. Adheres to all company policies, procedures, and standards. Qualifications Bachelor's Degree an undergraduate/graduate degree with a focus in Finance, Accounting, Business Administration, Mathematics, or related discipline Required or 1-2 years of financial planning and analysis experience. Preferred Experience with ERP and Business Intelligence tools. Preferred Experience in process documentation, controls, and experience in testing controls in a business organization. Preferred High attention to detail, self-starter, efficient time management, critical thinker, inquisitive, and strong organizational skills. Proficiency in Microsoft Office Applications: Excel, Word, Outlook, etc. Excellent verbal and written communication skills. Ability to work in a high-paced, deadline-driven environment. Limited travel as needed. Ability to maintain confidentiality. The Analyst should be an outside-the-box, proactive thinker. Must demonstrate great interpersonal skills, particularly the ability to communicate effectively with all levels of management and departments. Compensation We are committed to offering competitive and equitable compensation. Final salaries will be determined based on factors such as geographic location, skills, education, licenses, certifications, and/or experience. In addition to these factors - we believe in the importance of pay equity. We consider internal and external factors as a part of every final offer. We also offer a generous total compensation and benefits package. Benefits A competitive salary is only one part of your total rewards. We also offer a comprehensive benefits package, including paid time off, medical, dental, life and disability insurance, HSA/FSA accounts, retirement, rewards programs, and so much more! Click Here for Benefits Overview ******************************************************** You must be able to pass a drug, background screen, and motor vehicle record check (if one is required per the position). EEO/ADA The Company and its affiliates provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. #ZRHMH
    $49k-72k yearly est. 2d ago
  • Financial Analyst

    Jakepro

    Finance planner job in El Paso, TX

    Donec ut mauris eget massa tempor convallis. Nulla neque libero, convallis eget, eleifend luctus, ultricies eu, nibh. Quisque id justo sit amet sapien dignissim vestibulum. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae; Nulla dapibus dolor vel est. Donec odio justo, sollicitudin ut, suscipit a, feugiat et, eros. Vestibulum ac est lacinia nisi venenatis tristique. Fusce congue, diam id ornare imperdiet, sapien urna pretium nisl, ut volutpat sapien arcu sed augue.
    $49k-72k yearly est. 60d+ ago
  • Financial Analyst

    Hunt Companies Finance Trust, Inc.

    Finance planner job in El Paso, TX

    The Financial Analyst, Process and Controls, will act as a reliable Business Partner and ensure responsive, value-added services to accurately and efficiently produce and develop process and control documentation around existing financial processes. As a member of the team, this position will also assist in meeting the monthly requirements set by the SVP Controller to fulfill internal and external reporting commitments to other departments, owners, partners, and lenders. What you will do * Systematically captures, organizes, and maintains detailed documentation of financial workflows, policies, and control activities to ensure clarity, consistency, and compliance. * Develops and updates process narratives, flowcharts, and control matrices that accurately reflect current practices and support audit readiness. * Analyzes existing financial processes to identify gaps, inefficiencies, and risks. * Collaborates with stakeholders to design, implement, and document new or improved controls, map end-to-end financial processes, and highlight key control points and dependencies. * Standardizes documentation templates and methodologies to promote uniformity and best practices across departments. * Assists in the development and execution of control testing procedures, including walkthroughs and sample testing. * Documents results, findings, and remediation plans to ensure transparency and accountability. * Oversees the migration and mapping of financial data for reporting purposes, ensuring data integrity and traceability. * Serves as a resource to other departments for process and control documentation, providing guidance and support as needed. * Communicates effectively with all levels of management to ensure documentation meets business and compliance needs. * Proactively identifies opportunities to enhance documentation quality, control effectiveness, and process efficiency. * Stays current with industry best practices and regulatory changes, integrating new requirements into documentation and controls to ensure compliance. * Performs other duties as assigned, maintaining flexibility and adaptability in a dynamic environment. * Adheres to all company policies, procedures, and standards. Qualifications * Bachelor's Degree an undergraduate/graduate degree with a focus in Finance, Accounting, Business Administration, Mathematics, or related discipline Required or * 1-2 years of financial planning and analysis experience. Preferred * Experience with ERP and Business Intelligence tools. Preferred * Experience in process documentation, controls, and experience in testing controls in a business organization. Preferred * High attention to detail, self-starter, efficient time management, critical thinker, inquisitive, and strong organizational skills. * Proficiency in Microsoft Office Applications: Excel, Word, Outlook, etc. * Excellent verbal and written communication skills. * Ability to work in a high-paced, deadline-driven environment. * Limited travel as needed. * Ability to maintain confidentiality. * The Analyst should be an outside-the-box, proactive thinker. * Must demonstrate great interpersonal skills, particularly the ability to communicate effectively with all levels of management and departments. Compensation We are committed to offering competitive and equitable compensation. Final salaries will be determined based on factors such as geographic location, skills, education, licenses, certifications, and/or experience. In addition to these factors - we believe in the importance of pay equity. We consider internal and external factors as a part of every final offer. We also offer a generous total compensation and benefits package. Benefits A competitive salary is only one part of your total rewards. We also offer a comprehensive benefits package, including paid time off, medical, dental, life and disability insurance, HSA/FSA accounts, retirement, rewards programs, and so much more! Click Here for Benefits Overview ******************************************************** You must be able to pass a drug, background screen, and motor vehicle record check (if one is required per the position). EEO/ADA The Company and its affiliates provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. #ZRHMH
    $49k-72k yearly est. 18d ago
  • Financial Aid Specialist - Veterans Affairs

    El Paso Community College 4.4company rating

    Finance planner job in El Paso, TX

    Responsible for the performance of specialized duties in the administration of student financial aid services and to serve as an advisor to student aid recipients and for interpreting complex rules, regulations, procedures and policies to students, parents and outside entities. In-person work on campus is an essential function of this position. Provide prospective and current students information regarding Veterans Affairs (VA) educational benefits and regulations. Assist with completion of applications and additional documentation. Advise students of VA academic regulations and requirements, to include but not limited to, goal setting, program selection, VA eligible course substitutions, petitions, course equivalencies, and cross-walk requirement's evaluation of transfer credit, class scheduling and admission/registration procedures at El Paso Community College. Monitor student's academic performance to ensure curriculum compliance with degree plans and VA eligibility. Assist students in resolving District and VA issues such as course withdrawal, grade changes, academic progress, test scores and remediation, specialized admission requirements, overpayment of benefits, non-receipt of payments and other conflicts interfering with the student's academic progress and receipt of VA educational benefits. Work directly with Department of Veterans Affairs and internal staff to better help veterans, reservists and eligible dependents. Assist students and prospective students regarding the Hazelwood program. Advise students of eligibility and application process. Review courses for Hazelwood eligibility. Record award on Banner system. Generate and conduct workshops and presentations. Assist with emergency loans, provide financial aid applications and related information via phone and in person, answer questions relating to the filing process, assists student's in the process with completion of the FAFSA application. Assist with outreach efforts in community. Perform other duties as assigned. Required Qualifications: 1. Associate's Degree and three (3) years of related experience or an equivalent combination of education and experience which demonstrates possession of the required knowledge, skills, and abilities. NOTE: A copy of the transcript reflecting this required education MUST be submitted for consideration and reflect completed coursework and degrees conferred. The candidate must be fully qualified for the position at the time of application. 2. Experience providing customer service. 3. Ability to work independently in a high-pressure environment. 4. Effective organizational and planning skills to include thorough attention to detail and follow through. 5. Experience conducting workshops and presentations. 6. Effective analytical and problem-solving skills. 7. Ability to maintain confidentiality of work-related information and materials. 8. Effective oral and written communication skills. 9. Proficient computer skills. Special Conditions: 1. This is a security-sensitive position as defined under the Texas Education Code, Section51.215; the successful applicant will be required to undergo a criminal background check, as permitted and/or required by applicable law, and in accordance with the College's policies and procedures. 2. Extension of application deadline. Individuals desiring consideration MUST complete and submit an EPCC Application for Employment on-line by the announced deadline. COPIES OF ACADEMIC TRANSCRIPTS & RESUME MUST BE uploaded with the application. CURRENT EMPLOYEES ARE ALSO REQUIRED TO UPLOAD THEIR TRANSCRIPTS & RESUME WITH EACH SUBMITTED APPLICATION; TRANSCRIPTS & RESUME IN PERSONNEL FILES CANNOT BE ACCESSED BY EVALUATORS FOR THIS PURPOSE. APPLICATIONS SUBMITTED WITHOUT TRANSCRIPTS & RESUME WILL NOT BE CONSIDERED. Only documents stating 'Transcript' or 'Unofficial Transcript' will be accepted. Other documents (Degree Audit, Degree Summary, Program Summary, etc.), uploaded in lieu of transcripts will not be accepted. If you are unable to attach your transcripts to your application, please mail your transcripts to El Paso Community College, Employment Services, P.O. Box 20500, El Paso, TX 79998. Mailed documents MUST include the position title and posting number for this position vacancy. A letter of application, resume, letters of recommendation, and other supporting documents are optional but highly encouraged and may be submitted on-line with the application form or forwarded to the Human Resources Department at El Paso Community College, Employment Services, P.O. Box 20500, El Paso, TX 79998. Mailed documents must be received by the application deadline. Documents received after the application deadline will not be accepted. Copies of transcripts must reflect completed coursework and conferred degrees. All academic coursework and degrees must be from an accredited college or university or be certified by an acceptable agency that the institution is recognized by the appropriate governmental agency in its home country (this is generally stated in the degree evaluation). Transcripts issued in a language other than English must be accompanied by a full translation (word for word) by a current member of the National Association of Credential Evaluation Services (NACES). Additionally, each foreign transcript must be evaluated for equivalency to United States accredited coursework. Applications containing foreign transcripts that are not accompanied with the above required documentation will not be considered. In accordance with federal law and as a condition of employment, the successful candidate must furnish documentation verifying employment authorization eligibility and identity before being employed. The El Paso Community College County District does not discriminate on the basis of race, color, national origin, religion, sex, age, disability and veteran status. Physical Requirements: While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is frequently required to walk and use hands to handle, or feel. The employee is occasionally required to lift and move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
    $34k-41k yearly est. 3d ago
  • Budget Analyst I

    City of Las Cruces, Nm 3.4company rating

    Finance planner job in Las Cruces, NM

    Participates in the development of the City budget, analyzes fiscal and operational performance of City departments, and coordinates the budget process and procedures. Position involves competing demands, performing multiple tasks, working to deadlines, occasional work beyond normal business hours, and responding to customer issues. Regular attendance is an essential function of this job to ensure continuity of services. Work is performed in a standard office environment. Light physical demands; mostly desk work. Frequent to constant use of a personal computer. Position is subject to drug testing in accordance with applicable State and Federal regulations and City of Las Cruces policies. FIRST CONSIDERATION MAY BE GIVEN TO CURRENT CITY OF LAS CRUCES EMPLOYEES WHO MEET ALL MINIMUM QUALIFICATIONS. Meeting or exceeding the minimum qualifications does not guarantee an invitation to participate in the process. Full-Time; Regular; Exempt Position. This recruitment process will be used to fill a current vacancy in the Finance Department but may also be utilized to fill positions in other City of Las Cruces departments. This position is graded RX17 * Analyzes financial data and prepares various special and recurring reports to management, including analysis of departmental monthly expenditure and revenue, quarterly financial analysis of all City funds, and analysis of other individual city programs; makes recommendations for budget adjustments; provides information regarding the financial and programmatic impacts for proposed changes; assists Budget Manager with policy development, implementation, and compliance with governing regulations. * Coordinates budget development with Department managers to identify requirements for personnel, supplies, services, and capital expenditures; develops annual budget, plans and schedules; coordinates the preparation of preliminary and adopted budget documents; conducts budget training sessions; reviews various source documents for budgetary impact, accuracy, completeness, and compliance with Federal, state, and City policies and practices; updates and maintains the financial reporting system as needed; reviews, investigates, and corrects errors in documents and reports; tracks expenditures and monitors compliance to budget plan. * Responds to requests for information; answers budget and financial questions; advises City management on budget issues and procedures; provides technical information to City staff as authorized; provides assistance to other government agencies and the public within scope of authority. * Collects financial and administrative information and compiles data for reports; prepares and distributes monthly and special reports, charts and financial summaries; identifies and researches budget issues, and recommends solutions; analyzes fiscal performance, and prepares and distributes monthly budget reports; calculates short and long range revenue and expenditure forecasts, and develops forecast models. Bachelor's Degree in Economics, Public Administration, Business Administration, Finance, Accounting, or related field PLUS three (3) years of experience performing professional-level budgeting and finance functions. A combination of education, experience, and training may be applied in accordance with City of Las Cruces policy. Previous experience in government budgeting and finance is preferred.Considerable knowledge of: Government budget processes and Generally Accepted Accounting Principles (GAAP) related to Public Sector financial management; techniques of fund accounting, capital budgeting and strategic planning; grant and special fund accounting principles; public sector accounting and budgeting systems; operations research and analysis techniques; business and personal computers, and spreadsheet software applications; City organization, operations, policies and procedures. Ability to: Assess and prioritize multiple tasks, projects and demands; interpret a variety of technical instructions and manage abstract and concrete variables; prepare accounting/financial reports; reconcile revenue and expenditure; prepare, maintain and analyze accounting information and records; ensure compliance with accounting regulations, standards and polices; communicate effectively verbally and in writing. Skills in: Analyzing, interpreting, summarizing and communicating technical information in an effective manner; analyzing and interpreting complex data using spreadsheet software, quantitative analysis procedures and statistical model building; reading, interpreting, understanding and applying budget and accounting standards and procedures, applicable Federal rules and regulations, and City policies and ordinances; performing analytical work requiring the use of independent judgment and personal initiative; reviewing and verifying mathematical calculations; assessing and prioritizing multiple tasks, projects and demands; effective oral and written communications and technical report writing; establishing and maintaining effective working relations with co-workers and representatives from other local, state and Federal agencies.
    $40k-50k yearly est. 3d ago
  • Join Our Talent Network - Counter Threat Finance Analyst (El Paso, TX)

    Amentum

    Finance planner job in Fort Bliss, TX

    Amentum is a global leader in advanced engineering and innovative technology solutions, trusted by the United States and its allies to address their most significant and complex challenges in science, security and sustainability. Our people apply undaunted curiosity, relentless ambition and boundless imagination to challenge convention and drive progress. Our commitments are underpinned by the belief that safety, inclusion and well-being are integral to success. Headquartered in Chantilly, Virginia, we have more than 53,000 employees in approximately 80 countries across all 7 continents. We're launching a major new initiative - and we want YOU on the front lines! Our team has secured our recompete of an 8-year contract to support critical Counter-Threat Finance (CTF) operations for U.S. and allied government agencies. This long-term opportunity offers unmatched stability, purpose-driven work, and the chance to directly impact global security. As a part of this program, you'll help identify and disrupt illicit financial networks that fund terrorism, counter narcotics operations, organized crime and state-based threats. Whether you're tracking money flows across borders, conducting deep-dive analysis on high-value targets, or briefing senior leaders, your work directly supports operational success and national defense priorities. This isn't just a contract - it's a commitment to global impact. By joining our talent pipeline, you'll be among the first to hear about new opportunities to put your skills to work on one of the most critical missions of our time. **What You'll Do** + Conduct in-depth Counter Threat Finance (CTF) and Threat Finance Intelligence (TFI) analysis to disrupt and dismantle illicit financial activities. + Support law enforcement and Department of Defense missions targeting financial networks tied to criminal and national security threats. + Create high-quality intelligence products including Action Plans, Target Packages, Analytical Reports, and Executive Briefings. + Collaborate across agencies to strengthen information-sharing and provide actionable operational recommendations. + Contribute to policy development and program initiatives that shape future strategies. + Monitor, assess, and present insights on emerging threats and TFI data to leadership and stakeholders. **What You Bring** + High School diploma with 10+ years of relevant experience OR Bachelor's/Master's with 5+ years of experience. + Active TS/SCI clearance (U.S. citizenship required). + Background in Counter Threat Finance, Counter Narcotics, Counterterrorism-and familiarity with intelligence disciplines such as HUMINT, SIGINT, or law enforcement/regulatory investigations. + Experience with Bank Secrecy Act reporting mechanisms (e.g., Suspicious Activity Reports). + Proficiency using intelligence tools such as Palantir, Google Earth, Analyst Notebook, TAC, DataXplorer, or Voltron Suite. + Strong understanding of interagency processes, intelligence oversight, and analytical methodologies. + Solid skills in Microsoft Office and data exploitation tools. **Preferred Qualifications** + CAMS (Certified Anti-Money Laundering Specialist) or CFE (Certified Fraud Examiner) certification. This role is an opportunity to be on the front line of financial intelligence-where your analysis drives real-world impact. If you are passionate about uncovering hidden networks and strengthening national security, we'd love to have you on our team. Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, sex, sexual orientation, pregnancy (including pregnancy, childbirth, breastfeeding, or medical conditions related to pregnancy, childbirth, or breastfeeding), age, ancestry, United States military or veteran status, color, religion, creed, marital or domestic partner status, medical condition, genetic information, national origin, citizenship status, low-income status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Learn more about your rights under Federal laws and supplemental language at Labor Laws Posters (********************************* SkbztPuAwwxfs) .
    $49k-72k yearly est. 56d ago
  • Program and Budget Analyst

    SAIC 4.4company rating

    Finance planner job in Las Cruces, NM

    SAIC is seeking an experienced program control/budget analyst to independently oversee and manage the budget and provide financial management of ongoing projects and portfolios in support of the NRO Budget Director, site senior leadership, and the NRO mission. In this role, you will regularly interface with technical planners, contract administrators, and multiple levels of government leaders and decision makers to facilitate understanding of the budget and resource requirements, and brief the status of project execution and requirements to the Budget Director and other senior leaders. The ideal candidate will be able to analyze large and complex data; apply critical problem-solving skills and proactively develop creative solutions; and effectively communicate budgetary issues, strategies, and recommendations to customers and stakeholders. **Job Responsibilities:** + Perform detailed and complex analyses of contract and non-contract budgetary and financial requirements and trends, balancing requirements against the budget. + Participate in establishing and defining program plan requirements; develop budgets and spend plans; and monitor and report performance against plans to meet contractual, cost and schedule objectives and requirements. + Exhibit detailed understanding of the project's budget execution and status and be prepared to brief the execution status to leadership and/or support senior leadership briefings through the creation of budget summaries, charts, memoranda, issue papers and talking points. + Collaborate with Contracting Officer Technical Representatives/CLIN managers to accurately fund government contracts and recommend options to fund high-priority mission essential projects. + Identify and convey resource trade- offs within and among competing programs and propose resource realignments or other solutions to the Budget Director and site leadership to maintain program execution or to respond to unplanned circumstances. + Develop mechanisms for monitoring project progress and works with technical planners and contract managers to apply critical problem solving skills on complex issues. + Assist in the design, implementation, and use of corporate resource information repositories, databases, decision support tools, strategies, processes, procedures and reports to ensure accurate financial reporting and management oversight in support of program initiatives. + Maintain appropriate internal controls to minimize data inaccuracy and/or unauthorized use of NRO funds. + Consolidate and review program level unfunded requirements, recommending changes and prioritization to senior management. + Review final program level Tri-Annual Unliquidated Obligation review inputs and documentation for completeness prior to submission. **Qualifications** **Required Qualifications:** + Clearance to be able to remain on the program: TS/SCI with Polygraph. + Complete understanding and wide application of federal and agency-specific principles, concepts, practices, and standards, to include an understanding of the Federal Appropriations Law. + Experience on NRO Financial systems and tools. + Ability to learn and proficiently utilize multiple financial systems and tools to properly account for budget plans, requirements, transfers, and to complete any transaction necessary to facilitate budget execution. + Ability to work in a dynamic budget environment which requires balancing competing priorities and critical schedules. + Critical thinking and ability to work well with a wide variety of customers requesting financial data. **Required Education and Experience:** + Bachelors and fifteen (15) years or more of related experience; or Master and thirteen (13) years or more of related experience. REQNUMBER: 2511307 SAIC is a premier technology integrator, solving our nation's most complex modernization and systems engineering challenges across the defense, space, federal civilian, and intelligence markets. Our robust portfolio of offerings includes high-end solutions in systems engineering and integration; enterprise IT, including cloud services; cyber; software; advanced analytics and simulation; and training. We are a team of 23,000 strong driven by mission, united purpose, and inspired by opportunity. Headquartered in Reston, Virginia, SAIC has annual revenues of approximately $6.5 billion. For more information, visit saic.com. For information on the benefits SAIC offers, see Working at SAIC. EOE AA M/F/Vet/Disability
    $43k-56k yearly est. 38d ago
  • Financial Analyst II

    Texas Tech University 4.2company rating

    Finance planner job in El Paso, TX

    Performs central accounting and financial analysis functions according to established procedures. Requisition ID 43230BR Travel Required Up to 25% Major/Essential Functions * Review and analyze PASS requests for new positions, reclassifications, and salary reviews and ensures the system processes each transaction accurately in PASS, Banner, and the Budget Prep System. * Review and analyze EPAF transactions, ensuring that departments are submitting with accurate data, that information and required documentation are complete, funding is available in the correct account codes, and all required approvers are entered for each transaction. * Review and process budget revisions to adjust the expense budget within a fund, to budget from fund balance, to change a revenue budget, or to transfer budget between funds. * Assist departments with any budget, accounting, compensation or position inquiries or issues. * Reviews edits and researches discrepancies of financial information discovered during review of accounts for the purpose of reaching resolution, ensuring accuracy of data and complying to established procedures. * Assist in the preparation of the Annual Operating Budget by examining budget estimates for completeness, accuracy, and conformance with procedures and regulations * Review and process Employee One Time Payments for accuracy of payment information, position information, earn code, funding source, approval routing, and ensure timely processing to meet payroll deadlines. * Ensure labor redistributions are processed in a timely manner and that change of labor funding are in conformity with grant guidelines, and adhere to any restrictions as to the use of each fund classification. * Remain current with all licensure, certifications, and mandatory compliance and training requirements for this position. * Adhere to all policies, procedures, and practices. * Personally demonstrate, display and act in accordance with TTUHSC EP's Values (Service, Respect, Accountability, Integrity, Advancement, and Teamwork). Serve as a Value's leader while actively promoting and encouraging staff across the institution. * Perform all other duties as assigned. Grant Funded? No Minimum Hire Rate Compensation is commensurate upon the qualifications of the individual selected Pay Basis Hourly Work Location El Paso Preferred Qualifications * Experience in higher education strongly preferred. Campus HSC - El Paso Department Budget Office Elp Required Attachments Cover Letter, Resume / CV, Transcript Job Type Full Time Pay Statement Compensation is commensurate upon the qualifications of the individual selected and budgetary guidelines of the hiring department, as well as, the institutional pay plan. For additional information, please reference the institutional pay plan on the Human Resources webpage. Job Group Business Professionals Shift Day EEO Statement All qualified applicants will be considered for employment without regard to sex, race, color, national origin, religion, age, disability, protected veteran status, or genetic information. Required Qualifications * Bachelor's degree and 2 years of experience OR combination of education and experience to equal 6 years. Does this position work in a research laboratory? No Navy Enlisted Classification Code 310X, 651X, 751X Army Military Occupational Specialty Code 36B Air Force Specialty Code 6F0X1, 65FX Marine Military Occupational Specialty Code 3451, 3402, 3404, 3408, 8844 Jeanne Clery Act The Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act is a federal statute requiring colleges and universities participating in federal financial aid programs to maintain and disclose campus crime statistics and security information. By October 1 of each year, institutions must publish and distribute their Annual Campus Security Policy & Crime Statistics Report (ASR) to current and prospective students and employees. You can locate this report through our website at: **************************************************
    $44k-62k yearly est. 3d ago

Learn more about finance planner jobs

How much does a finance planner earn in El Paso, TX?

The average finance planner in El Paso, TX earns between $31,000 and $117,000 annually. This compares to the national average finance planner range of $42,000 to $120,000.

Average finance planner salary in El Paso, TX

$61,000
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