Data Analyst
Associate analyst job in Irving, TX
Title: Data Analyst
Type: Full-Time
About the Role:
Optimize Search Group is seeking a hands-on Data Analyst who can own reporting, dashboards, and business intelligence across sales, service, customer, and operational metrics for our client. This role is highly collaborative, generative in nature, and requires someone who can work directly with executives and cross-functional stakeholders to translate business needs into clean, accurate, and actionable analytics.
You will be responsible for gathering requirements, building mockups, validating data, and ensuring the right data flows into dashboards used for business-critical decisions.
Key Responsibilities
Partner with executives and business stakeholders to understand reporting needs and define analytical requirements.
Develop interactive dashboards, metrics, and visualizations across sales, customer success, support/service cases, product usage, and operational KPIs.
Create mockups and prototypes to validate requirements before full build-out.
Build and optimize SQL queries to pull, clean, transform, and validate datasets.
Ensure accurate data ingestion and pipeline alignment in Snowflake.
Maintain and enhance reporting inside Sigma BI
Own the full lifecycle of dashboard and report creation-requirements, data modeling, build, QA, release, and ongoing improvements.
Improve visibility into customer metrics, SaaS KPIs, funnel analytics, renewal forecasting, and churn/retention indicators.
Troubleshoot data discrepancies, fix schema or join issues, and ensure source-of-truth accuracy across systems.
Present insights and recommendations to leadership in clear, consumable formats.
Required Qualifications
3-6 years of experience as a Data Analyst, BI Analyst, or similar data role.
Strong proficiency in SQL with the ability to write complex joins, CTEs, window functions, and performance-optimized queries.
Experience with Snowflake or similar cloud data warehouses.
Strong data visualization and dashboard development skills.
Experience working directly with executive leadership and multiple business stakeholders.
Strong communication skills, including the ability to gather requirements, explain data concepts, and present findings clearly.
Hands-on experience building KPIs for sales, customer success, service operations, or SaaS metrics.
Comfortable working in a 5-days on-site environment (Irving, TX).
Preferred Qualifications
Experience in a SaaS environment or subscription-based business model.
Experience with Sigma BI (preferred), or advanced proficiency in one or more of the following:
Tableau
Power BI
Qlik
Looker
Other industry BI visualization tools
Experience with generative analysis (building insights from ambiguity or open-ended business questions).
Experience creating dashboards from scratch-mockups, wireframes, and end-to-end execution.
What Makes This Role Exciting
You'll have direct access to executives and decision-makers.
Your dashboards will directly influence sales strategy, customer insights, and operational improvements.
A high-impact environment where quality, accuracy, and creativity are valued.
Opportunity to shape BI standards, tools, and data quality across the organization.
Business Applications Analyst Senior - Treasury Management
Associate analyst job in Plano, TX
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
Our Business Applications Analyst Senior will be a key contributor within the Treasury Management - Strategy, Projects and Applications team, responsible for providing comprehensive analytical, business, and technical support across a portfolio of IT platforms, with a particular emphasis on ensuring the oversight and effective management of Treasury Management applications. This role demands extensive experience with SAP Treasury Management applications, enabling the candidate to lead business analysis initiatives/troubleshooting, develop and maintain application solutions, and drive business process improvements across various strategic functions. The analyst will also be accountable for the execution and oversight of controls, administrative responsibilities, and application support for these critical systems, advising stakeholders on IT platform direction by leveraging a strong understanding of business processes and SAP Treasury functionalities to identify and analyze technology solutions. Collaboration with diverse teams to manage dependencies, risks, and opportunities will be essential, alongside researching complex business issues, documenting requirements, directing system testing and implementation, designing documentation standards, and coaching team members to ensure robust risk management aligned with company policies, all while demonstrating proficiency in Agile methodologies and a proactive, solution-oriented mindset.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, or Charlotte, NC.
Relocation assistance is not available for this position.
What you'll do:
Advises and provides analytical support and recommendations to stakeholders making decisions related to business and application/IT platform direction and modifications, taking into account current and future business needs and opportunities.
Maintains advanced understanding of business processes, applications/IT platform and strategic direction and advises customers on and facilitates the identification, research, and analysis of application/IT platform and technology solutions.
Collaborates and exchanges information with team members, stakeholders, and information services to ensure dependencies, risks, and opportunities are identified and addressed.
Researches complex business issues requiring advanced knowledge of business principles and theories.
Responsible for analyzing and participates in documenting business requirements for application/IT platform and data systems and directing the testing and implementation of new systems or changes to current system as required to meet contractual needs and improve processes.
Leads and participates in the design and administration of standards and policies regarding application/IT platform and end user customer documentation.
Provides input and participates in establishing system documentation standards and quality assurance methodologies for systems and applications/IT platform.
Provides work direction and coaching to team members and may provide input on performance and development plans.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
6 years of work experience in analyzing IT business processes, software application/IT platform design and/or IT documentation, with an understanding of application/IT platform data systems and operations processes.
Demonstrated understanding of application/IT platform administration and the software development life cycle, to include testing execution.
Experience in developing and maintaining documentation related to workflow and business requirements, as well as technical functionality of IT applications/IT platform.
Advanced knowledge of Microsoft Office tools.
Knowledge of risk & controls with experience identifying and fixing gaps, documenting controls and testing of those controls.
Successful completion of an analyst assessment may be required.
What sets you apart:
Comprehensive experience in SAP application ownership/support, with a specific focus on treasury functions related to Liquidity and Cash Management. This includes a proven track record in troubleshooting, maintaining, and enhancing SAP systems to ensure optimal performance and user satisfaction.
Proficiency in Agile methodologies.
Proactive and solution oriented.
US military experience through military service or a military spouse/domestic partner.
Compensation range: The salary range for this position is: $93,770 - $179,240.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyDigital Asset Management - DAM/ AEM
Associate analyst job in Dallas, TX
W2 Only
Local Candidates Preferred
Looking for DAM, DA Strategist, DA Librarian
Working with Adobe Experience Manager Assets
Someone who can set up better taxonomy and better Meta dating and assist with filing and how that tool works, the tool is owned by marketing and brand, but gets used across the enterprise, many people touch it, needs to be functioning as best as it can, and they don't have this skillset in their own department
Oversee, maintain, and organize within AEM Assets, maintain standards, help to educate others on how this works, and how to use it
Job Summary:
Responsible for overseeing, maintaining, and organizing the digital asset library within Adobe Experience Manager (AEM) Assets.
Collaborate with creative, marketing, and brand teams to understand asset needs and usage patterns.
Serve as lead maintaining the Adobe Experience Manager (AEM) library, establishing metadata standards, and supporting creative and marketing teams with the tools and access they need to do their best work.
Responsibilities:
Develop and enforce metadata schemas, controlled vocabularies, and taxonomy standards
Define and improve asset ingestion and tagging workflows
Monitor and improve asset discoverability through consistent metadata governance and enforcement
Evaluate existing tool stack and recommend enhancements or improved integrations to support downline workflows
Create, deliver, and maintain user training and system documentation
Manage user permissions and ensure appropriate access across teams
Track and report on asset usage, trends, and performance using available analytics tools
Assist with rights management and asset lifecycle planning
Contribute to digital asset governance strategy and best practices
Develop and maintain Digital Asset Management (DAM) governance documentation, policies, and best practices to ensure consistency, compliance, and system trust
Serve as a subject matter expert and advocate for asset reuse, metadata quality, and digital asset governance across the enterprise
Develop and support a DAM Center of Excellence by facilitating stakeholder engagement, training, certifications, and cross-team knowledge sharing
May perform other duties as directed by Employee's Leaders
Knowledge, Skills, and Abilities:
Knowledge of digital asset management principles and best practices
Knowledge of digital file types, specifications, and common design formats (e.g., image, video, and document standards)
Skilled in Adobe Experience Manager (AEM) Assets or a comparable enterprise DAM system
Skilled in organizational principles with a high level of attention to detail
Skilled in written and verbal communication, with the ability to train and support users of varying technical skill levels
Ability to have a collaborative mindset and work across departments with diverse needs
Ability to build or support content governance strategies, including data dictionaries and metadata compliance
Ability to act as a reference point for asset access, training, and lifecycle knowledge across enterprise teams
Power BI Reporting Analyst
Associate analyst job in Farmers Branch, TX
Founded in 2008, The Fay Group is a diversified real estate services company offering a complete range of home ownership products and services to include mortgage servicing, property renovations, property management, realty, business purpose lending, and insurance to homeowners, investors and clients nationwide. We consider the people behind those mortgages and work hard to give them the best opportunity to stay in their homes by providing solutions to navigate the challenges of homeownership while working toward their long-term financial goals.
We are currently looking for a Client Reporting Analyst to join our team.
Reporting to the EVP, Asset Management, this position plays a vital role in supporting investor relations by preparing and delivering a comprehensive suite of monthly accounting reports tailored to the needs of assigned clients. This position compiles and validates financial data, ensuring timely and accurate reporting, and maintaining compliance with client-specific requirements and regulatory standards.
This position processes loan transfers and performs detailed reconciliation of servicing transactional data. Additionally, this role also serves as a point of escalation for complex issues, including discrepancies in loan data and reporting anomalies, requiring resolution beyond standard servicing procedures.
The ideal candidate must be able to complete all physical requirements of the job with or without a reasonable accommodation. While performing the duties of this job, the employee is required to sit as well as work at a computer for extended periods of time, utilizing a keyboard and mouse. The employee should be able to communicate by telephone, email, and face-to-face.
Qualifications Include:
Bachelor's degree in Business or related field (or equivalent combination of years of experience with High School Diploma/GED) required
3+ years' experience in Investor Reporting or Investor Accounting required
3+ years' experience with data visualization platforms like PowerBI, Tableau, or similar.
2+ years' experience in the mortgage industry, including servicing, processing rules, and guidelines
Familiarity with custodial account reconciliation and expected cash testing is preferred
Proven ability to work effectively in a fast-paced, deadline-driven environment
Experience with Black Knight MSP preferred
Strong skills in the MS Office Suite with advanced Excel skills for data compilation and analysis
Strong verbal and written communication skills
Strong interpersonal skills
Strong analytical skills
Strong problem-solving, data collection, analysis, and decision-making skills
Solid decision-making abilities coupled with sound judgment
Strong time management skills
Ability to prioritize numerous tasks and manage shifting priorities
Client-focused with strong execution skills and results orientation
High level of precision with attention to detail and consistency
Flexible, open to change, and able to learn new things quickly
Ability to work in a collaborative environment and provide guidance for working groups
Featured Benefits
Medical, Dental, and Vision Insurance
Company Paid Life Insurance
Disability Insurance
Pet Insurance
401(k) Program with Employer Matching
3 Weeks Paid Time Off (PTO)
Paid Holidays
Wellness Initiatives
Employee Assistance Program
Eligible for Hybrid Work Schedule with Remote Flex Days
Compensation
The hiring range for this position is between $75,000.00-$90,000.00 annually
This position is eligible for an annual discretionary bonus
Fay Cares!
The Fay-Constructive Foundation was established to fulfill the philanthropic mission of The Fay Group employees to serve the communities in which they live and work. Our employees make voluntary contributions to the Foundation. Each quarter, their contributions are donated to organizations focused on improving education opportunities, combating poverty, and supporting military service members and first responders.
At Fay, we believe that the best ideas come from having a team that is diverse in backgrounds, experiences, and perspectives. We strive to ensure each of our employees feels valued, respected, and included, and is presented with equal opportunities to be successful. Fay is an equal-opportunity workplace. The Fay Group and affiliated companies participate in E-Verify. For more information, go to *********************
SOW Analyst
Associate analyst job in Plano, TX
Our client is a trusted IT infrastructure and managed services provider serving enterprise customers worldwide. Based out of Plano Texas, they are looking to hire an SOW Analyst on a Contract to hire basis.
Contract Duration: 6 Month Contract to hire (Potential for extension or conversion)
Position is Hybrid (2 days a week onsite)
Required Skills & Experience
Experience in the IT Industry
Ideal background: Technical writer, RFP response, proposal writer, paralegal - 5 years exp, IT background.
Experience with Tech Writing and or Proposal Writing
Experience with SMEs, Account Execs, and Engineers
Excellent client-facing communication skills
Familiar with Salesforce Customer Relationship Management (CRM) application
Adaptability to new technology and platforms
Attention to detail
Ability to manage time and prioritize tasks
Critical thinking and problem solving
Understanding of legal contracts
Strong writing and grammar skills
Quantitative ability and understanding
Communication skills in a remote team environment
Ability to work independently
Proofreads work to ensure accuracy
Adapts easily to fluid environment and changes
Advanced MS Office skills with an emphasis on MS Excel and MS Word
Familiarity with Information Technology terms and technologies
Technical writing and/or Business writing experience helpful
What You Will Be Doing
A Senior SOW Analyst is responsible for all of the above, plus the person provides training and mentorship to new hires, peer review of SOW drafts for team members, and is assigned to the more complex opportunities with more demanding account teams that require excellent and prompt communications.
Daily Responsibilities
Track and support the entire SOW process from technical scoping to approvals, which requires an understanding of who does what and when. This involves Sales, Solutions (technical sales), Consultancy (engineers), the Project Management Office, and associated leadership; depending on the cost of the Level of Effort and SOW.
Support Solution Specialists to refine the customer's stated requirements and how Professional Services will provide the proposed solution.
Creating a legally valid Statement of Work on approved templates using the technical information provided in the approved Level of Effort and language from Solutions on the customer's request.
Ensuring that professional quality documents are completed within internal service level expectations or expedited if necessary.
Support Sales and Solutions in adjusting the sales margin on the SOW while understanding rules and guidelines around internal cost and pricing and remaining compliant with these.
Submitting completed documents that properly contain associated legal agreements (e.g. Master Services Agreement, Terms and Conditions) to Solution Architects.
Engaging with Legal to incorporate feedback, adjust activities and scope, and insert negotiated terms into the SOW as/if necessary.
Managing change in scope, assessing project risk and, with input from Solution Architects, ensuring that project delivery can still be profitably met.
Utilizing 3rd party resources, convert Subcontractor SOWs to outline the tasks and terms to be undertaken by the 3rd party delivery resource.
Be vigilant of potential breaches of compliance and selectively escalate requests as needed.
You will receive the following benefits:
Medical Insurance - Four medical plans to choose from for you and your family
Dental & Orthodontia Benefits
Vision Benefits
Health Savings Account (HSA)
Health and Dependent Care Flexible Spending Accounts
Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance
Hospital Indemnity Insurance
401(k) including match with pre and post-tax options
Paid Sick Time Leave
Legal and Identity Protection Plans
Pre-tax Commuter Benefit
529 College Saver Plan
Motion Recruitment Partners (MRP) is an Equal Opportunity Employer. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under MRP's Employment Accommodation policy. Applicants need to make their needs known in advance.
Cybersecurity Risk Analyst
Associate analyst job in Dallas, TX
Job Title: Cybersecurity Risk Analyst - 2nd Line of Defense
Hybrid: 3 days Onsite & 2 days REMOTE
Duration: 6 Months (CONTRACT TO HIRE)
Skills & Experience Needed:
5+ years of risk assessment experience in one or more areas: application, infrastructure, vendor risk management
Financial Services Industry experience a plus.
Proficiency with Information Risk Management best practices
Proficiency with information technology in general and cybersecurity technical issues
Proven technical knowledge of infrastructure, networks, databases and systems and how they affect an organization's cybersecurity risk.
Proven knowledge of security methodologies, policies, standards and best practices.
Proven knowledge of information technology systems, infrastructure and operations.
Ability to explain and articulate technical concepts using both technical and non-technical terms.
Excellent presentation skills (MS PowerPoint) and ability to manipulate data in a spreadsheet (MS Excel)
Description:
The Information Risk Analyst/Consultant is responsible for creating risk assessment questionnaires, performing risk assessments of applications (on-premises and cloud), infrastructure (on-premises and cloud), as well as vendors assessments against a defined risk framework. These assessments will be conducted through a formalized risk assessment program. The Information Risk Analyst will have the ability to identify risks that are associated how business and technology workforce utilize information technology and in supporting technological systems.
Responsibilities:
Research technology security issues, cybersecurity best practices, and create risk assessments questionnaires that can be used to assess applications and infrastructure.
Schedule and perform information risk assessments using our methodology; identify, document and communicate control deficiencies in business processes and technology systems.
Partner with the Enterprise IT to agree on cybersecurity risk findings identified through the risk assessment (e.g., Databases, Operating Systems, Networking Devices, Storage Systems, Cloud Systems, etc.), new initiatives, and ad hoc processes.
Provide risk remediation recommendations that the business and technology may implement to mitigate identified control gaps.
Partner with business and IT to ensure that risks are clearly articulated in a manner that is understood by business and technology audiences.
Evaluate management responses to ensure that remediation plans and tasks adequately address identified control gaps.
Create assessment reports and dashboards that will be communicated with various IT owners.
Document risk issues in the designated risk register
Assist the business and technology groups through the process for policy exceptions and risk acceptance.
Participate in and influence information risk assessment process improvement.
Desired Skills and Experience
risk assessment, risk management, cybersecurity, 2LOD, second line of defense, Reporting, Policies, procedures
Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.
Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit ********************
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Senior Outcomes Analyst
Associate analyst job in Addison, TX
Company - Our client is a national healthcare services leader, widely recognized for its extensive network of occupational health centers. Known for innovation and operational excellence, this organization is committed to improving workforce health outcomes and is supported by a collaborative, data-driven culture.
Job Title - Senior Outcomes Analyst
Location - Addison, TX (hybrid, 3-4 days/week in office; candidates must live within 40 miles)
Role Type - Direct Hire
Must Have Skills:
Proficiency in SQL and Excel
Experience working with large, complex data sets
Strong analytical skills for identifying trends, patterns, and operational behaviours
Demonstrated ability to implement and monitor programs post-deployment
Excellent written and verbal communication skills
Responsibilities and Job Details:
Analyze performance metrics and outcomes across multiple locations to identify inefficiencies and bottlenecks
Support and maintain data infrastructure and pipelines (approx. 40% of role)
Interpret data and contribute to program development and solutioning initiatives (approx. 60% of role)
Collaborate with a small, close-knit team to deliver actionable insights for operational improvements
Work closely with center teams to support strategic initiatives
Communicate findings and recommendations clearly to both technical and non-technical stakeholders
Administer outcome-based programs and track ongoing effectiveness
Contribute to the continuous improvement of data processes and tools
Participate in onsite interviews and technical assessments as part of the hiring process
No relocation assistance provided; candidates must be USC or GC holders
Senior GRC InfoSec Analyst
Associate analyst job in Plano, TX
Direct Hire (No C2C or third-party submissions)
Schedule: 2 days onsite weekly
Interview Process: 1st round is onsite; 2nd round virtual
Responsible for driving the development, implementation, communication, and maintenance of technology policies, standards, and procedures that align with industry standards and regulatory requirements. Ensures technology processes adhere to regulatory requirements, effectively manage risks, and establish strong governance practices. Develops and implements controls, monitors compliance, and supports risk management activities.
Requirements:
Bachelor's Degree in Information Security, Computer Science, Information Technology, or a related field preferred.
Minimum of six (6)+ years' experience working in Cybersecurity GRC, policy development, risk management, or a similar field.
Experience with GRC tools (e.g., Archer, ServiceNow, OneTrust).
Proficiency in using data analysis and reporting tools (e.g., Excel, Power BI).
Relevant certifications such as CISM and/or CISA are highly desirable.
Other must haves:
Experience managing policy governance function such as leading policy updates, installing new policy, aligning regulatory & best practices
Technical Process - needs expertise around understanding of alignment & frameworks and will be working with Product Owner
Regulatory Frameworks
Preferred:
Financial services or banking background
ServiceNow IRM (Integrated Risk Management) experience
Duties:
Lead the development and implementation of comprehensive cybersecurity and IT policies, standards, and guidelines.
Continuously evaluate and update cybersecurity and IT policies to ensure they remain current and effective.
Ensure policies comply with relevant laws, regulations, and industry standards (e.g., NIST, FFIEC, GLBA, NYDFS, SOX, PCI-DSS).
Collaborate with cross-functional teams-including IT, legal, compliance, and other departments-to ensure cybersecurity policies align with business objectives.
Translate complex information and documentation into clear, user-friendly concepts.
Provide specialized expertise and consultation to perform framework-oriented risk assessments, identify deficiencies, generate reports, and recommend prioritized, actionable solutions to mitigate risks and enhance overall security posture.
Stay informed about the latest cybersecurity threats, trends, and best practices. Maintain accurate and up-to-date records of policy reviews, risk assessments, training activities, and incident responses.
Benchmark organizational policies against industry standards and best practices.
Develop and implement governance frameworks for cybersecurity policy management.
Monitor key performance indicators, conduct gap analyses and risk assessments, and implement frameworks as needed. Test and monitor the effectiveness of controls.
Establish feedback loops and analyze metrics to continuously improve cybersecurity policies based on audit findings, incident reviews, and emerging threats.
Lead and support internal and external audits and assessments of cybersecurity policies and practices. Ensure identified audit and assessment findings are tracked to closure.
Maintain comprehensive documentation of all cybersecurity policies, procedures, and related activities. Communicate policy requirements and updates to all relevant stakeholders.
Identify opportunities for innovation and improvement in cybersecurity policy and practice. Propose suitable mitigation strategies and verify the effectiveness of remediation plans.
Telecommunication Data & Financial Analyst(NEED ONLY US CITIZENS)
Associate analyst job in Richardson, TX
Title: Data & Financial Analyst
Job Type: Contract
Skills Required
Tableau , query running
Analytically Strong
Combination of data analyst and financial analyst. Strong Excel/Tableau/Smartsheet skills is key, with solid experience in both financial and operational reporting:
1. Develop and maintain data infrastructure
Gather data from multiple sources, maintain data sets and ensure data integrity. Proficiency in nSAP/1ERP will be advantageous
2. Perform data analysis and management reporting
Identify, analyze and interpret trends using advanced Excel/Tableau/Smartsheet features. Conduct financial and operational performance analysis. Produce reports for performance tracking, budgeting, planning and forecasting purposes
3. Create data visualizations
Design and build data visualizations (including charts, tables and dashboards) using Excel, Tableau and/or Smartsheet to present complex data in a clear, simple and impactful manner
4. Collaborate and communicate findings
Work with stakeholders through the data analysis and reporting workflow. Present findings and recommendations to stakeholders in a clear, concise manner
5. Support process improvements
Identify opportunities to streamline existing reporting and management processes
Thanks
Aatmesh
*************************
Application Analyst
Associate analyst job in Irving, TX
Application Analyst II
REMOTE
Application Analyst II-REMOTE -Experience with Clinical 3rd Party Applications
Experience with cardiology, radiology, lab, PACS, Sleep Lab (Cadwell) and PFT (Breeze Suite)
Monday-Friday
Epic Analyst - ASAP (Irving)
Associate analyst job in Irving, TX
The Clinical Informatics Systems Analyst II is primarily responsible for assisting in the operation and administration of clinical information systems, collaborating with clinical and technical associates to enhance workflow methodology and tools. Support responsibilities include application support of medium to high complexity for acute and non-acute care clinical applications for a large, multi-regional healthcare system; provides incident, change and problem management support following the outlined ITIL processes. This position must possess sufficient detailed healthcare knowledge and systems expertise to support assigned clinical application(s). This position requires the ability to work with minimal supervision. This position is exempt.
Responsibilities:
Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders.
Collaborate with Clinical Informatics colleagues across the enterprise to drive strategic goals and vision for the department and CHRISTUS Health.
Collaborate with Clinical Informatics colleagues to focus on standardized best practice workflow processes and clinical content to ensure alignment across all ministries in order to create efficiencies that improve patient safety.
Collaborate with technical colleagues to help identify any infrastructure related issues that have resulted in clinical application issues.
Develop, test, implement, support, and maintain assigned clinical applications, solutions and business processes to meet operational and technical requirements.
Demonstrates strong communication and interpersonal skills when interacting with other people, both individually and in groups.
Demonstrate sound understanding of clinical practice as it pertains to the integration of clinical information systems and impact on end users.
Assist in reporting any identified clinical information systems compliance issues/concerns and escalate utilizing proper chain of command.
Provide on-going end user clinical information systems support with all upgrades, new releases and enhanced functionality.
Assist with communication to clinical end user system changes, new functionality, workflow process changes, and downtime procedures as they relate to the electronic medical record.
Foster relationships with ministry leadership and departments such as Information Services, Quality, Case Management, Revenue Cycle, and Finance to ensure effective communication, to meet business and financial requirements.
Prioritize, coordinate, and implement updates and requested changes to clinical information systems.
Provides effective customer service by being courteous, polite and friendly at all times.
May be required to work additional hours as needed during critical problems.
Responsible for other duties and special projects as assigned.
Perform in-depth analysis of workflows, data collection, report details, and other technical issues associated with clinical information systems.
Troubleshoot and/or resolve application issues and escalate more complex issues as appropriate.
Proactively takes action without additional direction taking tasks/projects to completion. Identifies and seizes new opportunities. Displays can-do attitude in good and bad times. Steps up to handle tough issues.
Through knowledge and understanding of operations, can proactively identify opportunities to enhance customer usability, efficiency and/or experience. Represents user needs and expectations in larger, more complex system updates and enhancements.
Maintains relationship with end user leadership post-engagement. Proactively addresses end user conflicts. Provides clear and organized status reporting on key project areas to be used as external communications to stakeholders.
Provides insight and recommendations on application/system analysis in assigned area(s). Demonstrates a solid/working level of subject matter expertise in providing support to projects, customers, and other teams while proactively working to improve and obtain new expertise in applications, including areas beyond assigned module. Utilizes application training, application web site and application resource materials regularly and effectively and is able guide newer team members in utilizing these resources.
Associate periodically reviews and auto-corrects his/her skills, habits, work ethic, and behaviors and manages his/her work in an effective and agreeable way among peers.
Strong technical proficiency in application-specific design and configuration. Ability to clearly articulate and communicate core design, configuration concepts to end users. Able to independently analyze, design, and configure the application. Able to teach design, configuration concepts to new team members.
Proactively and independently troubleshoot and resolve moderate incidents and requests without direction. Demonstrates a working level understanding of information technology, including systems, applications, operations, and support. Adheres to standards/protocols.
Maintains high standards for quality of work for self and others. Provides oversight and feedback on team member design, configuration and deliverables. Manages medium complexity projects/requests. Collaborates with team members as needed. Proactively evaluates all new release and functionality of applications.
Performs working level process and requirement analysis, including process mapping though current flow charts, documents, future needs/plans, requirement elicitation, stakeholder analysis, and specification gathering to deliver cross team solutions. Responsible for completing working level gap analysis, and providing recommendations.
Must have strong knowledge of clinical information systems, clinical informatics, data management and administration.
Must have advance knowledge of Microsoft Office products.
Must have excellent verbal and written skills, strong interpersonal skills, and the ability to work independently and as a member of a team.
Requirements:
Education/Skills
Bachelors degree or 4 years of clinical/technical application experience in lieu of degree, strongly preferred
Experience
Preferred 3-5 years previous clinical information systems experience or equivalent
Licenses, Registrations, or Certifications
Valid Drivers License
Epic certification/accreditation/self-proficiency preferred (may be required to certify in relevant application within first 6 months of hire) Note: Once achieved, must be maintained.
Work Schedule:
8AM - 5PM Monday-Friday
Work Type:
Full Time
Asset Management Analyst - Multifamily
Associate analyst job in Dallas, TX
Asset Management Analyst - Multifamily (Confidential Search)
Company: Confidential Real Estate Investment & Development Firm
Experience: 1-3 Years | Full-Time
A Dallas-based real estate investment and development firm is conducting a confidential search for an Asset Management Analyst to support a growing multifamily portfolio. This role is ideal for someone analytical, detail-oriented, and looking to take on greater responsibility within a high-performing team.
What You Will Do
Track financial performance, budgets, and loan compliance across multifamily assets
Prepare monthly financial reports, reforecasts, distributions, and annual budgets
Update and maintain financial models for existing assets and new developments
Perform leasing, yield, and long-term forecasting analyses
Conduct market research on local economic drivers and competitive positioning
Assist with due diligence, loan packages, refinances, dispositions, and construction loans
Collaborate with development, accounting, construction, and property management teams
Manage lender reporting and compliance obligations
Prepare underwriting and investment materials for executives, investors, and lenders
Represent the company with professionalism and accuracy in all communications
What We Are Looking For
Bachelor's degree in Finance, Economics, Real Estate, Accounting, or a related field
1-3 years of experience in real estate asset management, consulting, finance, or public accounting
Strong Excel skills and high attention to detail
Familiarity with Yardi, RealPage, or comparable platforms is preferred
Strong organizational and communication skills
Ability to manage multiple projects under tight deadlines
Proactive, career-focused professional with a strong interest in real estate
Financial Analyst (Retail Experience Req'd)
Associate analyst job in Irving, TX
The Financial Analyst is an entry-level role designed for a motivated and detail-oriented individual eager to grow within a dynamic finance team. This position supports core financial reporting, forecasting, and analysis processes while developing critical business and technical skills. Working closely with the senior director of business intelligence and cross-functional teams, this role helps drive accurate and timely reporting that informs operational and strategic decision-making.
Essential Functions / Major Responsibilities:
Assist in the preparation of monthly financial reports, dashboards, and performance summaries for internal stakeholders.
Support the annual budget and monthly forecasting process by gathering data, updating templates, and validating inputs.
Perform basic variance and trend analyses on revenue and expense data, identifying key changes versus budget or prior periods.
Maintain and update store-level financial models, ensuring accuracy in data inputs such as sales, labor, and expenses.
Partner with departments to collect data and ensure alignment on reporting requirements and assumptions.
Support ad hoc analysis requests and special projects by pulling and organizing data in a structured and efficient manner.
Assist in enhancing reporting tools and automating recurring reports where appropriate.
Contribute to continuous improvement efforts within the Finance function by helping document processes and identifying opportunities for efficiency.
Required Skills / Abilities / Competencies:
Foundational knowledge of financial analysis, accounting principles, and business reporting.
Proficiency in Excel (e.g., pivot tables, VLOOKUP, IF statements); exposure to Power BI, Tableau, or SQL is a plus.
Strong attention to detail with a commitment to data accuracy and integrity.
Ability to work effectively in a team environment and take direction from senior analysts.
Excellent organization and time management skills; able to manage multiple tasks and meet deadlines.
Clear and professional communication skills-both verbal and written.
Demonstrated eagerness to learn and grow; receptive to feedback and development.
Alignment with client's values and a passion for contributing to a purpose-driven brand.
Education and Experience:
Bachelor's degree in finance, accounting, economics, business, or a related field.
Up to 2 years of relevant finance experience preferred (QSR, retail, or hospitality experience is required).
Familiarity with financial statements and budgeting processes preferred.
Personal passion for health and fitness is a plus.
Leone Real Estate Partners - Investment Analyst
Associate analyst job in Frisco, TX
Commercial Real Estate Financial Analyst (Part-Time, with Opportunity to convert to Full-Time)
Who we are: we are a real estate investment firm focused on Class B and C value add apartment complexes, RV parks and NNN industrial properties. We have over $100M of AUM and over 1700 doors under management. We have six core values (also listed on our website (************************************** 1. Servant Leadership 2. Relentlessness 3. Unwavering Ethics 4. Growth Mindset 5. Measured Performance 6. Innovative. If those core values resonate with you and you want to learn how to invest in commercial real estate you should apply for this internship. This isn't your typical internship as you will learn a ton and be given a good amount of responsibility. The responsibility will require a good amount of autonomy and self-starter qualities, no hand holding.
Supervision: this role will work directly with the CEO of the company. The CEO has over 20 years of experience in the real estate space working for companies with large multimillion and billion-dollar portfolios like Nuveen Real Estate and Berkeley Partners.
Role and Responsibilities:
· Must have proficiency in Artificial Intelligence with the ability to use it to enhance our real estate business processes.
· Review and analyze potential deals. Work includes reviewing and spreading financials, rent rolls, reviewing market conditions, and making investment assumptions.
· Attend weekly deal calls, weekly property management calls.
· Assist with transaction management and due diligence/closing activities.
· Maintain and update property cash flows and valuation models.
· Monitor the performance of existing investments.
· Prepare financial forecasts and analyses.
· Assist with asset level business plans and annual operating budgets.
· Assist with reviewing budgets and monthly variance reports submitted by property management.
· Help track capital project expenditures and budgets.
· Cold call property owners to help source deals with the ability to earn commission on deals sourced and closed.
Skills and Qualifications
· Advanced Microsoft Excel is required. Costar and data analysis proficiency a plus.
· Ability to analyze qualitative and quantitative information and communicate effectively.
· Detail oriented, with ability to reproduce a quality work product with limited oversight.
· Strong communication skills, with a demonstrated ability to write effectively.
· Intellectual curiosity with a genuine passion/interest in the real estate industry and expanding their knowledge base.
· Motivated self-starter with effective time management skills. Entrepreneurial background/interest is encouraged.
· Strong integrity and professionalism.
· A desire to work within a fast paced, collaborative and entrepreneurial environment.
· Ability to interact with brokers and attend social/networking events.
· Ability to commit to 10-20 hours per week during normal times, could be more per week during busy times for the duration of the position.
· Time frame - Spring 2025 and Summer 2026 (January 2026 - end of August 2026)
Compensation
$1,500 a month, fixed amount and the ability to earn more than the monthly pay via commission based compensation. Will earn a commission on ANY deal sold or purchased during the internship (we have at least one property that should get sold during the internship) plus ability to earn additional larger commission on any deal sourced via cold call and closed. PLUS if your school offers it can get school credit for the internship.
College Intern - Ground Handling Finance Analyst
Associate analyst job in Irving, TX
Ready for takeoff?
We are looking for college intern who will be passionate to work for Envoy Air, the largest regional airline in the American Airlines Group (AAG) of carriers. This is an exciting opportunity where you will have the unique opportunity to work with a team of professionals to share your creative ideas to continue to build the Envoy brand, support recruiting efforts and translate complex concepts into easy to understand materials for our different audiences. Envoy operates Embraer 175 and 170 aircraft. The regional airline has expanded its network outside of the U.S. to international destinations in Canada, Mexico and the Caribbean.
Our paid 11-week summer internship will not only enhance your studies, but also provide an educational experience you can't find in the classroom. As an intern, you will learn real world skills while building a professional network of future peers. You will learn the ins and outs of how your team impacts the business day to day and gain an understanding of the commercial aviation business.
Pay rate: $22 / hr
Responsibilities
Interns will function as Financial Analysts in one of the company's key financial/operational departments. Financial reporting and analysis may cover any part of the business including: Flight Crews, Airport Operations, Maintenance, and Strategic Benchmarking. Each participant will be assigned a mentor and will participate in various training opportunities during the internship. Upon completion of the internship, each intern will have an understanding of the job functions of an analyst as well as an understanding of the commercial aviation business.
The responsibilities of this position include analysis of financial statements, forecasting changes to the budget, and involvement in special projects.
Typical job duties include:
Analyzing Envoy's monthly financial results and understanding financial controls.
Develop strategic analyses using analytic systems such as Microsoft Excel, SAP, Essbase, and Sabre software suite.
Building automated analytical processes and improving control tools.
Closing monthly financials and forecasting remaining year changes to the financial operating plan.
Analysis of capital and non-capital spending, within AR's and purchasing agreements
Present analysis to upper-level management, communicating financial results and process improvement initiatives
Qualifications
The ideal candidate must be able to work in a team environment and the ability to prioritize work and projects in order to meet deadlines and objectives. Must be able to work with minimal supervision, report to work regularly and on-time, and be self-motivated.
Position Requirements:
Minimum age of 18
Enrolled in an undergraduate or graduate degree program in: Finance, Accounting, Management, Economics, Information Systems, or Supply Chain Management
Must be classified as a Junior or Senior upon start of internship
3.25 minimum Grade Point Average
Advanced proficiency in MS Office that includes Excel, Word, PowerPoint, and Outlook
Proficiency in organizational, decision-making and problem-solving skills
Ability to present data to all levels of management
Must be willing and able to travel
Demonstrated ability to communicate effectively both orally and in writing
Experience sorting, organizing, analyzing and presenting large data sets
Experience with problem solving, forecasting, and advanced financial analytical skills
Must be able to read, write, fluently speak, and understand the English language
Possess the legal right to work in the United States
Please note: The description is intended to provide a brief overview of the position. It's not intended to be an exhaustive list of all responsibilities, duties, expectations, and skills required of those in this position. Duties and expectations may be subject to change at any time.
Please note: The description is intended to provide a brief overview of the position. It's not intended to be an exhaustive list of all responsibilities, duties, expectations, and skills required of those in this position. Duties and expectations may be subject to change at any time.
Envoy Air is an Equal Opportunity Employer - Minorities/Women/Veterans/Disabled.
Envoy Air Inc, a wholly-owned subsidiary of American Airlines Group, operates more than 168 Embraer aircraft on 970 daily flights to over 165 destinations throughout the United States, Canada, Mexico, the Bahamas and Caribbean.
More than 21,000 Envoy employees operate regional flights for American Airlines under the American Eagle brand, and provide ground handling services for many American Airlines and American Eagle branded flights at 120 airport locations across North America and the Caribbean. The company was founded in 1998 as American Eagle Airlines, Inc., following the merger of several smaller regional carriers to create one of the largest regional airlines in the world. Envoy is headquartered in Irving, Texas, with hubs in Dallas-Fort Worth, Chicago, and Miami, with a large ground handling operation in Los Angeles. Connect with Envoy @EnvoyAirCareers on Instagram, Facebook, LinkedIn and X.
#EnvoyInterns
Auto-ApplySummer Analyst (2027 )
Associate analyst job in Dallas, TX
Job Description
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. 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.
Financial Analyst Intern
Associate analyst job in Dallas, TX
About Us:
ALM First Financial Advisors is a leading, trusted strategic partner for depository institutions, offering an array of financial advisory services. Since 1995, our expertise in asset liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions' balance sheets, strengthening their financial performance and building efficiencies. With more than $78 billion of investments under management. ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 350 financial institutions nationwide.
Responsibilities:
The intern role is to facilitate the data work portion of the advisory team needs. Additionally, interns work closely with a Financial Advisor in maintaining client relationships
Preparation of asset/liability management (ALM) reports
Loading detailed data from clients into the ALM model via electronic data files
Generating interest rate sensitivity analyses, including volatility in economic value of assets and liabilities and projected net interest income
Analyzing interest rate risk positions utilizing results from the ALM analysis for clients
Preparing written analyses of the ALM results
Discussing ALM results with the Financial Advisor and with clients via remote or in-person presentations
Preparing what-if analysis and providing written analysis of the results
Facilitate training of new analysts
Contribute to the development of new products
Participate in SSG projects
Credit and valuation
Distressed cash flow analysis
This position is an entry level position.
The day to day duties of the position can be categorized as either 1) analysis or 2) client related
Analysis
Manage all data to and from clients
Model client balance sheets in ALM software
Produce ALM output
Prepare write-up analyzing ALM output
Run what-if analysis
Run monthly investment reports
Client
Discuss ALM results with clients
Discuss what-if results with clients
Discuss research and market conditions with clients
Interact with client regarding data management
Minimum Education Qualification:
Junior or Senior year of undergraduate degree in finance or a related field. No prior experience is required; however, at least 1 year of analyst work experience is preferred.
Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, and team members.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer
Must be able to move about inside and outside of the office
Must be able to lift up to 15 pounds at times
Must be able to effectively communicate.
Work Environment:
Work is normally performed in a typical interior/work environment
Must be able to lift up to 15 pounds at times
ALM FIRST STATEMENT ON DIVERSITY & INCLUSION
ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our driven dedication to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at ways to challenge our diversity of thought, improve our own policies and practices to encourage diversity through the use of our designated committee.
Equal Employment Opportunity
ALM First has a commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
Candidate Accommodations
ALM First values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. ALM First provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at ******************** or via telephone at *************** (U.S.).
Financial Analyst, Internship - Compensation Valuation
Associate analyst job in Dallas, TX
Full-time Description
Multiple Locations Offered: Dallas, Nashville, Denver, Chicago, Philadelphia and New York
VMG Health supports a nationwide network of clients with over 70,000 engagements, exclusively in the healthcare industry. Our national client base ranges from large health systems to small practices and everything in between, including investors and private equity firms. VMG Health provides a solutions-oriented approach to client needs through our strong market position, extensive contacts, unparalleled tools and solutions, and expert insights. We are proud to serve as the single source for all our clients' valuation, strategic, and compliance needs.
Requirements
VMG Health is seeking a Financial Analyst on our Compensation Valuation team in Dallas, Texas and/or Nashville, TN to assist with performing financial analyses, valuation excel modeling, due diligence, market research and report writing.
KEY RESPONSIBILITIES:
Apply core financial valuation principles to unique and ever-evolving types of arrangements.
Work directly with clients in gathering information and data such as financial statements, contractual agreements, operational reports and any other data or information required to provide a thorough work product.
Problem-solve in developing novel methodologies, approaches or considerations in an ever-evolving industry.
Participate in authoring or co-authoring articles and/or presentations on compensation arrangements.
Work directly with Division leadership in a team-based cohesive environment.
Support the maintenance of the Division's infrastructure including updating and keeping template models & reports current, performing periodic survey database analytics, and contributing to a positive culture.
QUALIFICATIONS:
Bachelor's degree in accounting, finance and/or economics
Strong knowledge of financial theory and/or economics.
Studying financial modeling theories via university.
Proficient in Microsoft Office; strong knowledge of Excel and Word
Ability to work independently with minimum supervision. Attention to detail and ability to review personal work and peers' work.
Superior written and oral communication skills. Ability to present ideas in a business-friendly language and tailor formal and informal communications to the audience.
Client-oriented work ethic and excellent interpersonal skills. Ability to build and manage relationships with key clients to ensure the success of each engagement.
Desire to contribute thought leadership to engagements and organizational knowledge
Tenacity, intellectual curiosity, and a drive for continuous improvement.
Travel:
Minimal
Office:
Hybrid - 4 days in office
Financial Analyst Intern, application via RippleMatch
Associate analyst job in Dallas, TX
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent.
About RippleMatch
RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers.
Requirements for the role
Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field.
Basic understanding of financial concepts, including financial modeling, valuation, and analysis.
Proficiency with Excel and experience with financial analysis software and tools.
Strong analytical skills, with the ability to interpret financial data and generate insights.
Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines.
Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members.
Attention to detail and a commitment to accuracy in financial reporting and analysis.
Eagerness to learn and adapt in a fast-paced environment.
Initiative to take on projects and a proactive approach to problem-solving.
Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.
Auto-ApplySummer 2027 Financial Analyst (Class of 2028), Corporate Valuation Advisory Services - Multiple Locations
Associate analyst job in Dallas, TX
Business Unit:
Financial And Valuation Advisory
Industry:
Corporate Valuation Advisory Services Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.
Financial and Valuation Advisory
Over the past 50 years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. In 2024, LSEG ranked us the No. 1 Global M&A fairness opinion advisor over the past 20 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Basic Qualifications
A B.A./B.S./B.B.A. candidate-Finance or Accounting major with a graduation date between December 2027 and June 2028
Coursework in accounting and finance
A fundamental understanding of valuation theory, methodologies, and applications
Preferred Qualifications
Strong analytical abilities and financial and computer skills (Excel in particular)
A demonstrated ability to work cooperatively with all levels of staff
Excellent verbal and written communication skills
Overview
The Corporate Valuation and Advisory Services (“CVAS”) team performs business valuations and intangible asset valuations in connection with mergers and acquisitions for financial and tax reporting and management planning requirements. Team members have expertise in finance and accounting and understand global valuation methodologies and best practices. The team delivers value to private equity and corporate clients across a wide range of industries.
Responsibilities
As a Summer Financial Analyst on the CVAS team, some of your responsibilities will include developing complex financial models and analyzing financial statements, industry conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and privately held securities. You will also have an opportunity to participate in our firm's marketing efforts. Throughout the summer, you will work closely with a highly talented, experienced, and dedicated staff of professionals who will give you broad exposure to a wide range of industries and highly complex transactions, as well as senior officers within our firm.
Compensation and Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $70,000.00-$115,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:
2025 Benefits
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
#LI-115268
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