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Shield Financial Jobs (NOW HIRING)

Shield AI

Sr Lead FP&A - Aircraft (R5169)

Dallas, TX · On-site

$130K - $190K/yr

Follow Shield AI on LinkedIn, X, Instagram, and YouTube. Shield AI is hiring a Lead Financial ... Analyst, Aircraft Business Unit to support financial planning, forecasting, and decision support ...

Shield AI

Sr Lead FP&A - Aircraft (R5169)

Dallas, TX

$130K - $190K/yr

Follow Shield AI on LinkedIn, X, Instagram, and YouTube. Shield AI is hiring a Lead Financial ... Analyst, Aircraft Business Unit to support financial planning, forecasting, and decision support ...

Shield AI

Sr Lead FP&A - Aircraft (R5169)

Dallas, TX

$130K - $190K/yr

Follow Shield AI on LinkedIn, X, Instagram, and YouTube. Shield AI is hiring a Lead Financial ... Analyst, Aircraft Business Unit to support financial planning, forecasting, and decision support ...

Shield AI

Lead GTM Finance Analyst

Washington, DC

Follow Shield AI on LinkedIn, X, Instagram, and YouTube. We are building advanced autonomous ... Scaling a mission-driven company at this pace requires financial precision, rapid insight, and a ...

Shield AI

Lead GTM Finance Analyst

Washington, DC · On-site

$110K - $160K/yr

Follow Shield AI on LinkedIn, X, Instagram, and YouTube. We are building advanced autonomous ... Scaling a mission-driven company at this pace requires financial precision, rapid insight, and a ...

Shield AI

Sr Lead FP&A - Procurement (R4808)

Dallas, TX · On-site

$130K - $190K/yr

Follow Shield AI on LinkedIn, X, Instagram, and YouTube. The Supply Chain Finance Analyst is ... responsible for supporting financial planning, analysis, and reporting related to supply chain ...

Shield AI

Sr Lead FP&A - Procurement (R4808)

Dallas, TX · On-site

$130K - $190K/yr

Follow Shield AI on LinkedIn, X, Instagram, and YouTube. The Supply Chain Finance Analyst is ... responsible for supporting financial planning, analysis, and reporting related to supply chain ...

Shield

Customer Success Manager

New York, NY · On-site +1

$130K - $155K/yr

Shield is the industry's most comprehensive digital communications governance and archiving solution, purpose-built for financial institutions. Named a Visionary by Gartner, Shield's platform blends ...

Shield

Sales Development Representative (SDR)

New York, NY · On-site +1

$75K - $85K/yr

Shield is the industry's most comprehensive digital communications governance and archiving solution, purpose-built for financial institutions. Named a Visionary by Gartner, Shield's platform blends ...

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All JobsShield Financial Jobs

Shield Financial information

What is Shield Financial and what services do they provide?

Shield Financial is a financial services company that specializes in offering insurance, investment, and retirement planning solutions. They work with individuals, families, and businesses to help protect assets and achieve long-term financial goals. Shield Financial offers products such as life insurance, disability insurance, annuities, and wealth management services. Their advisors provide personalized financial planning based on each client's unique needs and objectives.

What is the difference between Shield Financial vs Financial Advisor?

AspectShield FinancialFinancial Advisor
CredentialsMay include licenses like Series 7, 66, or CFP certificationTypically holds CFP, CFA, or Series licenses
Work EnvironmentFinancial institutions, advisory firms, or independentBanking, independent practice, or firm-based
Industry UsageUsed by firms offering financial products and servicesUsed by professionals providing personalized financial planning

Shield Financial and Financial Advisor roles often require similar certifications and work in related environments. While Shield Financial may focus on specific financial products or services, Financial Advisors generally provide comprehensive financial planning. Both roles serve clients in the financial industry, but their scope and focus can differ based on employer and specialization.

How does a Shield Financial Advisor typically collaborate with other departments to deliver comprehensive client solutions?

As a Shield Financial Advisor, you’ll often work closely with specialists from departments such as investment management, insurance, and client support to develop holistic financial plans. This means regularly participating in cross-functional meetings to review client portfolios, discuss strategy, and coordinate service delivery. Effective communication and teamwork are essential, as you’ll need to ensure that all aspects of a client’s financial needs are addressed seamlessly. This collaborative environment not only supports your clients’ goals but also provides opportunities to learn from colleagues and expand your own expertise.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Shield Financial, and why are they important?

To thrive as a Financial Advisor at Shield Financial, a solid grasp of financial planning, investment strategies, and relevant regulations is essential, often supported by a finance degree and certifications like CFP or Series 7. Familiarity with financial analysis software, CRM systems, and portfolio management tools is typically required. Outstanding interpersonal skills, ethical judgment, and effective communication help build trust and long-term relationships with clients. These skills ensure advisors provide sound financial advice, maintain compliance, and foster client satisfaction and retention.
More about Shield Financial jobs
What cities are hiring for Shield Financial jobs? Cities with the most Shield Financial job openings:
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Shield Financial jobs near you
Infographic showing various Shield Financial job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution.
Sr Lead FP&A - Aircraft (R5169)

Sr Lead FP&A - Aircraft (R5169)

Shield AI

Dallas, TX • On-site

$130K - $190K/yr

Full-time

Posted 16 days ago

Job description

Founded in 2015, Shield AI is a venture-backed defense-tech company with the mission of protecting service members and civilians with intelligent systems. Its products include Hivemind autonomy software and V-BAT and X-BAT aircraft. With offices and facilities across the U.S., Europe, the Middle East, and Asia-Pacific, Shield AI's technology actively supports operations worldwide. For more information, visit www.shield.ai. Follow Shield AI on LinkedIn, X, Instagram, and YouTube.
Job Description:
Shield AI is hiring a Lead Financial Analyst, Aircraft Business Unit to support financial planning, forecasting, and decision support for the Aircraft Business Unit. This role emphasizes business partnering, forecasting, variance analysis, and translating operational drivers into actionable insights.
What you'll do:
Support forecasting and planning for the Aircraft Business
  • Lead monthly forecasting, quarterly outlooks, and annual planning for assigned Aircraft Business departments and programs.
  • Build and maintain financial models that connect headcount, labor, material, overhead, and operating initiatives to business performance.
  • Analyze actuals versus plan, identify risks and opportunities, and provide clear recommendations to business leaders.
  • Translate production, engineering, and program assumptions into financial impacts for spend, margins, and resource needs.
  • Prepare reporting packages and presentations for finance leadership and Aircraft Business reviews.

Partner with Aircraft Business leaders
  • Serve as the Finance Business Partner to leaders across engineering, operations, supply chain, manufacturing, and program management within the Aircraft Business.
  • Support decision-making on hiring, labor planning, vendor spend, capital investments, and operating tradeoffs.
  • Partner with program and functional leaders to improve forecast accuracy, cost visibility, and accountability.
  • Provide ad hoc analysis on key business questions, including rate, volume, mix, productivity, and cost reduction opportunities.

Improve reporting and planning processes
  • Build repeatable reporting, dashboards, and planning templates that reduce manual work and improve insight quality.
  • Partner with Corporate FP&A, Accounting, HR, and business systems teams to improve data quality and planning inputs.
  • Support enhancements to planning tools and financial systems, including Anaplan models, reporting workflows, and source-system integration needs.
  • Document business requirements clearly and translate finance needs for technical teams.

Required qualifications:
  • 7+ years of experience in FP&A, program finance, operations finance, or business finance.
  • Strong financial modeling, forecasting, and variance analysis skills.
  • Experience partnering with operational or technical teams to support planning and decision-making.
  • Ability to connect operational drivers to financial outcomes in a complex, fast-paced environment.
  • Strong communication skills and the ability to present insights clearly to cross-functional leaders.
  • Advanced Excel and proficiency with planning or ERP systems; experience with Anaplan is a plus.
  • Comfortable operating with ambiguity and managing multiple priorities at once.

Preferred qualifications:
  • Experience in aerospace, defense, or other complex manufacturing environments.
  • Familiarity with manufacturing finance, program finance, inventory or cost accounting, and capital planning.
  • Experience supporting engineering, operations, supply chain, or production organizations.
  • Exposure to government contract structures, program reviews, or defense-related reporting rhythms.
  • Strong data fluency, including dashboards, data models, and system-driven planning processes.

$130,000 - $190,000 a year
Full-time regular employee offer package:
Pay within range listed + Bonus + Benefits + Equity
Temporary employee offer package:
Pay within range listed above + temporary benefits package (applicable after 60 days of employment)
Salary compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, licenses and certifications, and specific work location. All offers are contingent on a cleared background and possible reference check. Military fellows and part-time employees are not eligible for benefits. Please speak to your talent acquisition representative for more information.
Shield AI is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please let us know.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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