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  1. Home
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  3. Financial Planning Specialist

Financial Planning Specialist

Jobot

Finance & Accounting
Plano, TX, United States$60K–$75K/yrPosted June 21, 2026Ref: 28213_204717601
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Job Description

Bookkeeper - Construction

This Jobot Job is hosted by: Melanie Courtney
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $60,000 - $75,000 per year

A bit about us:

Our client is a trusted provider committed to delivering complete fire protection, security, communications and electrical solutions that not only protect lives but ensure business continuity of our customers, too.

Why join us?

Growing company
Career advancement
Great culture

Job Details

Key Responsibilities:
  • AP/AR transaction posting and reconciliations
  • Bank reconciliations
  • Expense coding and credit card reconciliation
  • Vendor statement reconciliation
  • Asset management (building, vehicles, fuel, and supply cost audits)
  • Identifying posting errors through financial understanding
  • Audit support (documentation requests and testing)
  • Month-end close support
  • Maintaining fixed asset register and depreciation tracking
  • Employee and credit card expense reconciliation
  • Assisting in preparation of basic journal entries
  • Preparing simple financial schedules for controller review
  • Handling basic delinquent collections follow-up
  • Preparing aging reports for AR/AP
  • Assisting in cost allocation for departments
  • Supporting data clean-up for SAP or ERP systems
  • Assisting with budget preparation and analysis

Desired Profile:
  • 2–4 years of direct bookkeeping or accounting experience (AP/AR, reconciliations, expense tracking)
  • Demonstrated audit and budget experience preferred
  • Strong attention to detail with the ability to identify and resolve posting errors
  • Proficient in Excel; prior ERP/accounting software experience (SAP/QuickBooks/other) is strongly valued. SAP is a experience is a plus.
  • Self-motivated, organized, and reliable — able to manage recurring tasks with accuracy and timeliness
  • Positive, eager-to-learn attitude with the interest and capacity to grow into expanded financial responsibilities over time


Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Interested in this position?

Application opens on the original posting. We don't process applications.

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Job Summary

Company
Jobot
Salary
$60K–$75K/yr
Location
Plano, TX 75086
Category
Finance & Accounting
Date Posted
June 21, 2026

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  • All jobs in Plano →
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Financial Planning Specialist

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