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Financial Planning Assistant Jobs in Spring, TX (NOW HIRING)

FP&A Analyst

Houston, TX ยท On-site

$90K - $100K/yr

... โ€ข Assist in the ongoing improvement of FP&A tools, systems, and processes to enhance efficiency and insight. โ€ข Support leadership with commission calculations, reporting, and statements. โ€ข ...

Validate forecast assumptions and identify key drivers impacting performance * Assist in ... Serve as the primary finance partner to Business Units, supporting planning, forecasting, and ...

FP&A Analyst

Houston, TX ยท On-site

$80K - $95K/yr

FP&A Analyst $80,000-$95,000 per year | Full-Time | Onsite | Houston, TX 77070 (Vintage Park Area ... Budgeting & Forecasting * Assist with the annual budgeting process and ongoing financial forecasts.

FP&A Analyst

Houston, TX ยท On-site

$80K - $95K/yr

FP&A Analyst $80,000-$95,000 per year | Full-Time | Onsite | Houston, TX 77070 (Vintage Park Area ... Budgeting & Forecasting * Assist with the annual budgeting process and ongoing financial forecasts.

FP&A Analyst

Houston, TX ยท On-site

$80K - $95K/yr

โ€‹โ€‹โ€‹ FP&A Analyst $80,000-$95,000 per year | Full-Time | Onsite | Houston, TX 77070 (Vintage ... Budgeting & Forecasting * Assist with the annual budgeting process and ongoing financial forecasts.

Senior Financial Analyst, FP&A

Houston, TX ยท On-site

$90K - $115K/yr

The Senior Financial Analyst, Finance - FP&A will report directly to the Manager, FP&A and support ... Maintain and develop management reports, templates and supporting schedules. * Assist in the annual ...

Senior Financial Analyst, FP&A

Houston, TX ยท On-site

$90K - $115K/yr

The Senior Financial Analyst, Finance - FP&A will report directly to the Manager, FP&A and support ... Maintain and develop management reports, templates and supporting schedules. * Assist in the annual ...

FP&A Mgr

Houston, TX

$100K - $132K/yr

FP&A Manager Reports To: Director Direct Reports: Yes Status: Full-Time Salaried Division: FP&A Job ... Assist department leaders in the development and monitoring of the respective budgets ยท Analyze ...

Senior Financial Analyst, FP&A

Houston, TX ยท On-site

$90K - $115K/yr

The Senior Financial Analyst, Finance - FP&A will report directly to the Manager, FP&A and support ... Maintain and develop management reports, templates and supporting schedules. * Assist in the annual ...

Senior Financial Analyst, FP&A

Houston, TX ยท On-site

$90K - $115K/yr

The Senior Financial Analyst, Finance - FP&A will report directly to the Manager, FP&A and support ... Maintain and develop management reports, templates and supporting schedules. * Assist in the annual ...

FP&A Mgr

Houston, TX ยท On-site

$100K - $132K/yr

FP&A Manager Reports To: Director Direct Reports: Yes Status: Full-Time Salaried Division: FP&A Job ... โ€ข Assist department leaders in the development and monitoring of the respective budgets โ€ข ...

The Director of FP&A work closely with other business leaders in the organization to assist in setting financial goals, as well as provide guidance with respect to current and historical trends ...

## Corporate FP&A AnalystApplylocations: Arlington, Virginia: Columbia, Maryland: Houston, Texas ... Analyze financial performance and provide insights on trends, risks, and opportunities* Assist in ...

Corporate FP&A Analyst We are KBR When you become part of our KBR team, your opportunities are ... Analyze financial performance and provide insights on trends, risks, and opportunities * Assist in ...

Showing results 21-40

Financial Planning Assistant information

See Spring, TX salary details

$31.6K

$53.9K

$93K

How much do financial planning assistant jobs pay per year?

As of Sep 15, 2026, the average yearly pay for financial planning assistant in Spring, TX is $53,942.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 and $61,000.00 per year, depending on experience, location, and employer.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

What are the most commonly searched types of Financial Planning jobs in Spring, TX?

The most popular types of Financial Planning jobs in Spring, TX are:

What are popular job titles related to Financial Planning Assistant jobs in Spring, TX?

For Financial Planning Assistant jobs in Spring, TX, the most frequently searched job titles are:

What job categories do people searching Financial Planning Assistant jobs in Spring, TX look for?

The top searched job categories for Financial Planning Assistant jobs in Spring, TX are:

What cities near Spring, TX are hiring for Financial Planning Assistant jobs?

Cities near Spring, TX with the most Financial Planning Assistant job openings:

Infographic showing various Financial Planning Assistant job openings in Spring, TX as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $53,942 per year, or $25.9 per hour.

Financial Planning & Analysis Manager

Houston, TX โ€ข On-site

Priority Power Management LLC
51 - 200 employees

$98K - $129K/yr

Full-time

Posted 20 days ago


Job description

Description


This position may be based out of Priority Power Management's Arlington, TX, Houston, TX, or Chicago, IL locations.ย 


Who We Are

Priority Power is the energy partner delivering the systems, expertise, and execution, required to power enterprise growth. Through our integrated multi-service offering spanning strategy, supply, infrastructure, and operations, we develop and operate mission critical energy solutions for organizations navigating today's complex energy landscape. From greenfield to gigawatt to grid, we make power possible at the scale and speed of ambitious growth demands - meeting the needs of an energy driven future.


Our Vision

To be the most trusted and capable integrated energy partner in the United States -delivering strategy, infrastructure, and execution at the speed ambitious growth demands.


Our Mission

Priority Power delivers the strategy, infrastructure, and execution that powers enterprise growth - with the speed, transparency, and accountability our clients depend on.


Job Summary

The Financial Planning & Analysis Manager will be responsible for the review and analysis of the financial performance of Priority Power's business units while working closely with the Finance team and business unit leadership. The FP&A Manager will review and validate the analyses and reporting prepared by the Senior Financial Analyst team, drive insight into historic performance, set and measure the assigned business units on Key Performance Indicators, and manage the budgeting/forecasting processes in coordination with the FP&A Directorย 


Job Responsibilities

  • Analyze current monthly data and historic trends of key performance indicators including areas of revenue, cost of sales, expenses, cash flow, capital expenditures, and liquidity
  • Review monthly and quarterly financial reports prepared by the Senior Financial Analyst team for accuracy and completeness prior to distribution, highlighting trends
  • Assist in financial close variance analysis, maintenance of financial models including fully integrated 3-statement financial consolidation model and driver-based long-range financial forecast
  • Review and finalize presentations prepared by the Senior Financial Analyst team for the VP of Finance, FP&A Director, Commercial and Business Unit Heads, and other levels of management
  • Serve as the primary reviewer and quality-control checkpoint for analyses, models, and reporting produced by the Senior Financial Analyst team, and supervise and develop their performance
  • Review and assemble Management and Board Reporting Package components prepared by the Senior Financial Analyst team
  • Review model enhancements for efficiency, accuracy, and data integrity, and approve automation of model linkages developed by the Senior Financial Analyst team
  • Design internal controls over financial planning and reporting processes, in coordination with the FP&A Director
  • Act as FP&A lead for CRM, ERP, and Reporting tool integration and improvement efforts
  • Translate complex financial analysis into clear, actionable recommendations for commercial and business unit leadership, escalating strategic considerations to the FP&A Director as needed
  • Manage evaluation exercises around existing and new projects / initiatives, including financial models, evaluating potential cash flows, risks, and other tangible benefits, for review and approval by the FP&A Director


Requirements

  • Bachelor's degree in accounting, finance, or related field
  • Analytical thinker with strong conceptual and problem-solving skills, including strong financial modeling skills
  • Strong knowledge of GAAP and the relationships between the three financial statements
  • Working ERP knowledge and advanced Microsoft Office skills (Excel, PowerPoint)
  • Meticulous attention to detail with the ability to multi-task
  • Ability to work under pressure and meet deadlines
  • Ability to work independently and as part of a team

Preferred Skills and Qualifications

  • 8 plus years of work experience in FP&A or similar function
  • Prior experience directly supervising, reviewing, or mentoring the work of financial analysts
  • Industry experience with energy or utility businesses
  • Cloud ERP experience (e.g., NetSuite, Oracle)
  • Consolidation and planning software experience (e.g., OneStream, Hyperion)
  • Business intelligence software experience (e.g., Tableau, Power BI, Databricks)


Why Choose Priority Power?ย 


Empowered to Make an Impact in a Values-Driven Energy Future
At Priority Power, we're more than just an energy company-we're a purpose-driven team dedicated to transforming the future of energy through meaningful work, empowered people, and enduring partnerships. We invite mission-minded professionals to grow with us in a culture defined by trust, collaboration, and real outcomes.


Values-Driven Culture
We lead with integrity, customer focus, and accountability-prioritizing ethics and purpose in every decision we make. Our culture is rooted in doing what's right for our clients, our communities, and each other.


Empowered Opportunities
Here, initiative is celebrated. You'll have the autonomy to lead, innovate, and contribute in ways that grow your career and advance our mission. We empower our employees to take ownership of their impact.


Accountability & Outcomes Orientation
Our results matter. We are a high-performance culture that rewards accountability, champions progress and celebrates milestones that move the needle for our clients and the energy industry.


Collaborative Colleagues
You'll work alongside passionate experts who are generous with knowledge and united by a shared vision. Cross-functional teamwork and open communication are at the core of how we solve big energy challenges together.


Make a Real Difference
At Priority Power, your work directly contributes to building a more resilient, efficient, and sustainable energy future. Whether optimizing large-scale power strategies or innovating in renewables, you'll be part of something bigger than yourself.


Flexible Work Environment
We respect your life outside of work. Our flexible work policies allow you to thrive personally and professionally ensuring balance, trust, and well-being for every team member.


Equal Opportunity Employer
We are an equal opportunity employer and value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability.