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

The Shaw Group, LLC

FP&A Analyst

Spring, TX · On-site

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

thyssenkrupp nucera

Senior Financial Analyst (FP&A)

Houston, TX · On-site

$74K - $92K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As the Senior Financial Analyst (FP&A) at thyssenkrupp nucera USA, you will play a key role in ... * Assist with month end close activities, including journal entries, accruals support and account ...

Asset Living

Director, FP&A

Houston, TX · On-site

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 ...

XL Parts LLC

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 · Analyze ...

PSS Cross Country

Treasury & FP&A Analyst

Houston, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

The Treasury & FP&A Analyst is responsible for supporting the company's treasury operations ... Analyze cash trends, forecast variances, and working capital drivers * Assist with banking ...

PSS Cross Country

Treasury & FP&A Analyst

Houston, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

The Treasury & FP&A Analyst is responsible for supporting the company's treasury operations ... Analyze cash trends, forecast variances, and working capital drivers * Assist with banking ...

XL Parts and The Parts House

FP&A Mgr

Houston, TX · On-site

$100K - $132K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 • ...

Asset Living

Director, FP&A

Houston, TX · On-site

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 ...

Asset Living

Director, FP&A

Houston, TX · On-site

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 ...

KBR, Inc

Corporate FP&A Analyst

Houston, TX · On-site

$90 - $130/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

Kodiakgas

Director, FP&A

The Woodlands, TX · On-site

$120 - $160/hr

Summary The Director of FP&A (Financial Planning and Analysis) will play a critical leadership role ... Create ad‑hoc reports and analysis in conjunction with the IT department that will assist ...

KBR

Corporate FP&A Analyst

Houston, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

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All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Spring, TX

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 Aug 13, 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 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 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 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 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.
More about Financial Planning Assistant jobs
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:
Financial Planning Assistant jobs near you
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.

FP&A Analyst

The Shaw Group, LLC

Spring, TX • On-site

Full-time

Re-posted 3 days ago

Job description

Position Summary

This role will support financial planning, forecasting, and operational decision-making across the business. This role partners closely with Operations, Project Management, and Business Unit leadership to drive financial visibility, improve forecasting accuracy, and support strategic initiatives. This position is highly cross-functional and will play a key role in connecting financial performance with operational execution.

Key Responsibilities

Financial Planning & Forecasting

  • Support development and maintenance of forecasts, including revenue, cost, and cash flow projections
  • Validate forecast assumptions and identify key drivers impacting performance
  • Assist in preparation of the Annual Operating Plan (AOP) and quarterly reforecasts
  • Track and analyze variances vs. forecast and provide actionable insights

Operational Finance & Business Partnering

  • Partner with Operations and Project teams to translate financial insights into actionable decisions
  • Support change order validation and alignment between scope and financial impact
  • Monitor project performance, including cost, labor efficiency, and margin trends
  • Serve as the primary finance partner to Business Units, supporting planning, forecasting, and ongoing financial performance

Performance & Cost Management

  • Support management of Business Unit overhead and SG&A
  • Assist in evaluating capital expenditures and support investment decision-making
  • Evaluate labor utilization, capacity, and breakeven thresholds to support data-driven staffing and resource allocation decisions

Reporting & Analysis

  • Prepare and support board-level and executive reporting materials
  • Build and maintain dashboards and reporting tools to track key KPIs
  • Analyze trends, risks, and opportunities, and clearly communicate insights to leadership

Commercial & Strategic Support

  • Partner with Business Development and Commercial teams on pricing, proposals, and financial modeling
  • Support scenario analysis and strategic initiatives across the business.

Qualifications

  • Bachelor’s degree in Finance, Accounting, Business, or related field
  • 1-4 years of experience in FP&A, finance, or operational finance roles
  • Strong analytical and financial modeling skills
  • Advanced proficiency in Excel
  • Experience with Power BI or similar data visualization tools preferred
  • Experience with SQL preferred
  • Experience working in project-based construction, or manufacturing environments is a plus
  • Ability to work in the United States without sponsorship, both now and in the future.
  • Ability to travel occasionally (less than 25%).

Core Competencies

  • Strong business acumen with ability to connect financial results to operational drivers
  • Clear and effective communication with both finance and non-finance stakeholders
  • Ability to manage multiple priorities and work in a fast-paced environment
  • High level of ownership, attention to detail, and problem-solving mindset
  • Collaborative approach with a focus on continuous improvement


We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.


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