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Financial Analyst Rotational Program Jobs in Texas

Northwestern Mutual

Financial Analyst

Houston, TX · On-site

  • Medical

  • Life

  • Retirement

  • PTO

Track advisor activity, production stipends, and program qualifications; analyze program effectiveness and identify opportunities to improve performance. * Build financial models and provide ...

StraCon Services Group, LLC

Financial Analyst

Fort Worth, TX

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Partner with Program Managers to deliver timely and accurate financial insights, including funding status, burn rates, and variance analysis. * Perform managerial and cost accounting functions such ...

Northwestern Mutual

Financial Analyst

Houston, TX · On-site

  • Medical

  • Life

  • Retirement

  • PTO

Track advisor activity, production stipends, and program qualifications; analyze program effectiveness and identify opportunities to improve performance. * Build financial models and provide ...

Sound Oil Plc

Financial Analyst

Houston, TX · On-site

1. Analyze financial information to produce forecasts of business, industry, and economic ... programs, such as price, yield, stability, future trends in investment risks, and economic ...

Adecco

Financial Analyst

Plano, TX

$100K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... financial analysis to support strategic decision-making. The ideal candidate brings hands-on ... EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the ...

DSV A/S

Financial Analyst

Dallas, TX · On-site

$80K - $90K/yr

Benefits, programs, and eligibility may vary by location and division in accordance with applicable ... Financial Analyst Lancaster

LogicMonitor

Financial Analyst

Austin, TX

Support the development, build-out, and reporting of key Marketing metrics including pipeline generated, open pipeline conversion, pipeline/program spend * Present financial data and analytics to an ...

Sound Oil Plc

Financial Analyst

Houston, TX · On-site

1. Analyze financial information to produce forecasts of business, industry, and economic ... programs, such as price, yield, stability, future trends in investment risks, and economic ...

LogicMonitor

Financial Analyst

Austin, TX · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Support the development, build-out, and reporting of key Marketing metrics including pipeline generated, open pipeline conversion, pipeline/program spend * Present financial data and analytics to an ...

DSV Global Transportation

Financial Analyst

Dallas, TX · On-site

$80K - $90K/yr

Financial Analyst Time Type: Full Time POSITION SUMMARY The Financial Analyst provides support to ... Benefits, programs, and eligibility may vary by location and division in accordance with applicable ...

Harris County

Financial Analyst

Houston, TX

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Maintains financial programs in accordance with established procedures. Analyzes financial ... Conducts project and division specific financial analysis. Prepares, updates and maintains monthly ...

Harris County, TX

Financial Analyst

Houston, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... involving analysis of financial statements and reports, preparation of work papers, schedules ... Maintains financial programs in accordance with established procedures. * Analyzes financial ...

Harris County

Financial Analyst

Houston, TX

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Maintains financial programs in accordance with established procedures. Analyzes financial ... Conducts project and division specific financial analysis. Prepares, updates and maintains monthly ...

Ascension

Financial Analyst

Austin, TX · Remote

$65K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Employee Assistance Program, counseling and peer support, spiritual care and stress management ... What additional preferences we're seeking * 5+ years of financial analyst experience preferred

New

Hilltop Holdings

Senior Financial Analyst

Dallas, TX · On-site

$84K - $105K/yr

Coach and provide guidance to other analysts, interns, and finance rotational team members * Perform other duties and projects as assigned Qualifications * Must be eligible to work in the U.S ...

Samsung Semiconductor, Inc.

Financial Analyst

Austin, TX · On-site

$65K - $130K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Prepare financial related analysis and research in area such as financial and cost saving ... compensation programs, which are based on factors to include organizational and individual ...

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Showing results 41-60

All JobsFinancial Analyst Rotational Program JobsFinancial Analyst Rotational Program Jobs in Texas

Financial Analyst Rotational Program information

See Texas salary details

$35.9K

$82.1K

$109.9K

How much do financial analyst rotational program jobs pay per year?

As of Aug 12, 2026, the average yearly pay for financial analyst rotational program in Texas is $82,089.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,200.00 and $102,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in a financial analyst rotational program?

To thrive in a Financial Analyst Rotational Program, you need a strong background in finance, accounting, analytical thinking, and a relevant bachelor's degree. Proficiency with financial modeling software, Excel, data visualization tools, and sometimes familiarity with ERP systems like SAP or Oracle are commonly required. Strong communication, adaptability, and teamwork skills are vital to excel in a fast-paced, collaborative environment. These skills and qualities enable you to effectively analyze data, support key business decisions, and succeed in diverse rotations across multiple finance departments.

What is a financial analyst rotational program?

A Financial Analyst Rotational Program is an entry-level role designed to provide broad exposure to different areas of finance within a company. Participants rotate through multiple departments, such as corporate finance, investment analysis, and financial planning, to develop a well-rounded skill set. The program typically lasts between one to three years, allowing analysts to gain hands-on experience, mentorship, and networking opportunities. Upon completion, participants often transition into a specialized financial role based on their strengths and interests. These programs are ideal for recent graduates who want to build a strong foundation in finance and explore various career paths.

What types of rotations and experiences can I expect in a financial analyst rotational program?

Participants in a Financial Analyst Rotational Program typically rotate through several core areas such as corporate finance, financial planning and analysis (FP&A), treasury, and occasionally internal audit or operations finance. Each rotation lasts several months, allowing you to build a broad understanding of different financial functions, gain hands-on experience, and network with professionals across the organization. You'll have opportunities to work on budgeting, forecasting, variance analysis, and strategic projects alongside skilled finance teams. This structure is designed to accelerate your professional development and prepare you for a permanent, specialized finance role upon completion of the program.

What are the most commonly searched types of Financial Analyst Rotational Program jobs in Texas? The most popular types of Financial Analyst Rotational Program jobs in Texas are:
What are popular job titles related to Financial Analyst Rotational Program jobs in Texas? For Financial Analyst Rotational Program jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Financial Analyst Rotational Program jobs in Texas look for? The top searched job categories for Financial Analyst Rotational Program jobs in Texas are:
Financial Analyst Rotational Program jobs near you
Infographic showing various Financial Analyst Rotational Program job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $82,089 per year, or $39.5 per hour.

Financial Analyst

Northwestern Mutual

Houston, TX • On-site

Full-time

Medical, Life, Retirement, PTO

Posted 13 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

163rd of 304 rated insurance

Job description

Overview
Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With nearly $700 billion of total assets being managed across the company's institutional portfolio as well as retail investment client portfolios, more than $38 billion in revenues, and $2.4 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 109 on the 2025 FORTUNE 500 and was recognized by FORTUNE® as one of the "World's Most Admired" life insurance companies in 2026.
The Financial Analyst collaborates with the highest-level to manage financial functions and assess performance of the firm. The ideal candidate must have superb organization skills, exceptional attention to detail, and high ownership of responsibilities. This is a critical, deadline-driven role in an organization with high growth trajectory - a great opportunity for those who value broad responsibilities and seek opportunities for accelerated professional growth.
This position is full-time, direct hire, located in Houston, Texas.
Responsibilities
Financial, Analytical and Reporting Functions
  • Provide financial planning, reporting, and analysis support for the Network Office and Financial Advisors.
  • Co-lead the annual office production goal setting, financial budgeting, long-term forecasting, and business planning processes.
  • Prepare and maintain daily, weekly, and monthly reporting, including sales and production results, activity tracking, contest qualifications, program payments, cash flow, and budget variance reporting.
  • Enhance and maintain reporting tools, dashboards, and performance tracking systems to improve data accessibility, reporting efficiency, and business decision-making.
  • Track advisor activity, production stipends, and program qualifications; analyze program effectiveness and identify opportunities to improve performance.
  • Build financial models and provide analytical support to office leaders and Financial Advisors to inform business decisions.
  • Review and track leadership compensation splits, advisor incentives, and office cost-sharing arrangements.
  • Support leadership with ad hoc projects, scenario analysis, ROI evaluation, performance assessment, and related reporting.

Accounting Functions
  • Maintain accurate accounting records for the office using Northwestern Mutual's Field Financial System.
  • Manage the month-end close process, including timely review, reconciliation, and reporting activities.
  • Oversee monthly accounts payable, accounts receivable, and credit card payment processes.
  • Prepare, review, and reconcile general ledger entries, including the classification of office credit card charges.
  • Manage interoffice invoicing, cost allocations, and shared expense calculations.
  • Monitor banking activity and complete monthly bank reconciliations.
  • Prepare and maintain semi-monthly cash flow forecasts to support liquidity planning and financial decision-making.
  • Review monthly financial statements, production results, and variance analyses to evaluate office performance, identify trends, and support leadership decision-making.
  • Support monthly financial reviews with office leadership and prepare required financial reporting submissions.
  • Administer year-end 1099 reporting and issuance for the office.
  • Partner with the outside CPA on tax payments, preparation, and filing of annual federal and state tax returns.
  • Partner with technology and office teams to maintain accurate fixed-asset and inventory records.

Commissions Processing
  • Process semi-monthly Financial Representative (FR) commissions payments - review/release ACH, address advisor questions and administer commission escrow and production allowance.
  • Oversee manual compensation and fee-split calculations performed by the external accounting team, ensuring accuracy and compliance with established compensation arrangements.
  • Maintain commission and fee-split calculation schedules and ensure all compensation data remains accurate and current.
  • Manage commission processing calendars and payment timelines to ensure all payment deadlines are met.
  • Administer financial representative rent recoveries and office usage charges.
  • Manage commission processing timelines and payment calendars to ensure all deadlines are met.
  • Monitor financial representative indebtedness and process collection procedures, as necessary.
  • Administer and track Financial Representative mobility activities and associated compensation impacts.

Staff Payroll & Benefits Administration
  • Administer and process payroll activities for office staff.
  • Administer and process 401(k) plan deferrals and employer match.
  • Maintain annual recordkeeping for 401(k) plan.
  • Administer and input all new hires, employee Adds/Changes/Deletes, for payroll, health benefits, retirement plans, status changes, and data updates as required.

Success in This Role
  • 100% accuracy on reporting.
  • Meet accounting, commissions, and reporting deadlines with no exception.
  • Hold external accounting team accountable on accuracy and timeliness of deliverables.
  • Hold office staff accountable for delivering operation excellence.
  • Exceptional customer service feedback based on responsiveness, quality of work and helpfulness.
  • Always growing personally and professionally and improving organization performance by bringing Insights, Input, Ingenuity, and Initiatives daily.

Qualifications
  • Bachelor's degree in accounting or finance preferred.
  • Strong proficiency in MS Excel, including formulas and functions, pivot tables, VLOOKUP's, nested IF statements, including advanced functions.
  • Possess strong quantitative and analytical skills.
  • Excellent communication skills, able to communicate professionally at all levels.
  • High sense of urgency and ability to meet deadlines with minimal supervision.
  • Impeccable attention to detail with superb organization skills and ability to multi-task.
  • Minimum 3 years of financial modeling and projection, financial reporting, budgeting, and accounting cycle and payroll management experience.
  • Ability to maintain utmost confidentiality.

Benefits
Northwestern Mutual Houston is committed to building a team that loves what they do and creating a work environment that supports long-term career growth. The compensation package includes:
  • Comprehensive medical coverage with employer contribution.
  • Safe Harbor 401(k) with employer match.
  • Annual discretionary bonus opportunity.
  • Generous paid time off (PTO) and holiday pay.
  • Employer-paid life and disability insurance.
  • Dynamic career growth opportunities.
  • Employer-sponsored licensing, professional development, and education opportunities.
  • Flexible work arrangements, where applicable.

Compensation & Bonus Opportunity
Base salary: $77,000-$115,000 annually, based on experience and qualifications.
Eligible for a discretionary bonus based on performance and execution excellence.
OMNI is honored to be retained in this search. We appreciate your referrals to professionals who may have an interest in this outstanding opportunity. Formal interest accepted through the OMNI Executive Career Portal.
OMNI and our clients are Equal Opportunity Employers.

What Northwestern Mutual employees say

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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