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Atchley & Associates jobs in Austin, TX - 13564 jobs

  • Audit Manager

    Atchley & Associates, LLP 3.7company rating

    Atchley & Associates, LLP job in Austin, TX

    At Atchley & Associates, we place a high value on providing opportunities for challenge, growth, and rewards for our A&A team members by creating an environment of trust and respect. As a mid-size firm, you have the opportunity to grow and learn from the best in the business. Our Audit Department continues to grow in number and in volume of work, and we need a seasoned in-charge to help us continue our excellent client service . WHO ARE YOU? You're a CPA, and for the last five or more years, you've been training up your staff and managing audit client accounts. You've been able to originate some work for your current firm, and you have an interest in continuing to build your book of business with us. You're looking for a firm that's going to give you the tools you need to make your career take off. You're going to know you've been successful when, in a year or two, you're respected by your staff, managing audit engagements you love, and a Senior Manager promotion is headed for you. POSITION SUMMARY The requirements of an Audit Manager are similar to an Audit Senior but expand the responsibilities of supervising, working independently, and handling client contact to move toward the responsibilities of a Manager during the performance of fieldwork on auditing engagements. The Manager has a high level of technical knowledge and experience utilized for decision making. The Audit Manager is capable of accepting responsibilities for all phases of an engagement, supervising several engagements simultaneously, while providing training to less experienced staff members. An Audit Manager is expected to know and understand the reason behind the Firm's policies and procedures and to be able to function at a high level in a deadline driven, time-sensitive environment. An Audit Manager must be a CPA. The base compensation for this position is $110,000 - $152,000 annually, DOE. This is a HYBRID role based in Austin, TX. BENEFITS & PERKS 401(k) Retirement Plan 4 Weeks PTO 9 Paid Holidays Medical, Dental, Vision, Life, Short-term and Long-term Disability insurance Formal career development program Community Involvement Program Kitchen stocked with complimentary snacks and drinks SKILLS & ABILITIES Education: Bachelor's Degree (four-year college or university) in Finance and Accounting or related field. Experience: Five to eight years of public account experience. Experience with Nonprofit, single audit, and uniform guidance audit engagements. Computer Skills: Proficient with computer and MS Office Suite (especially Excel), Access, Quickbooks, Adobe, Depreciation Solutions, Caseware. Certifications/Licenses: CPA License Reasonable Accommodations Statement - To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Atchley & Associates, LLP is an Equal Opportunity Employer. Keep up to date in what happens inside our firm on Instagram @atchleycpas or follow our hashtag #insideatchleycpas. #LI-DNI
    $110k-152k yearly 60d+ ago
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  • Dental Hygienist

    First Continental Life 4.1company rating

    Sugar Land, TX job

    Looking for a Travel Dental Hygienist to Travel to Nursing Home Facilities In Austin TX! 1700 Onion Creek Pkwy Austin, TX 78748 6801 E. Riverside Drive Austin, TX 78741 11020 Dessau Road Austin, TX 78754 3200 W. Slaughter Lane Austin, TX 78748 Dental Hygienist - Mobile/On-Site Care for Nursing Home Facilities Location: Austin, Texas (Travel Required) Job Type: Part-Time | Per Diem --- About OraQuest Dental OraQuest Dental is a trusted team of mobile dental professionals providing on-site dentistry to residents in long-term care facilities across Texas. --- Position Overview We are seeking a Part-Time Registered Dental Hygienist to provide routine hygiene care and preventive services for residents through our specialized OraQuest Dental Senior Care Program. All portable equipment and supplies are provided and maintained by FCL Dental. You'll have the support of our trained office staff and collaborate closely with the Dentist and Registered Dental Assistant assigned to your area to ensure excellent patient care and smooth operations. --- What You'll Do Provide routine and preventive dental hygiene services for residents, including: · Dental cleanings and scaling · Periodontal assessments and maintenance · Oral health screenings and preventive care education and in-service for staff and residents · Confirm facility appointments at least one week in advance and coordinate visit logistics · Ensure proper setup, sterilization, and maintenance of portable hygiene equipment · Documentation of findings and patient progress o Identify and communicate oral health changes or concerns to the supervising Dentist o Collaborate with the Dentist and Assistant to coordinate treatment needs and follow-up care o Maintain accurate and detailed clinical notes in the online record system --- Schedule & Travel · Typically 3-4 days per month to start, with opportunities to increase as the program expands · Travel required to assigned facilities across Texas · Some longer days may occur based on travel distance and resident schedules · Mileage reimbursed at the current IRS rate --- Requirements · Dental Hygiene degree from an accredited dental program · Active Texas Dental Hygiene License (Required) · Bilingual preferred · Experience with geriatric dentistry preferred · Experience with mobile dentistry preferred ---
    $30k-50k yearly est. Auto-Apply 3d ago
  • Assistant Store Manager (Bilingual)

    Community Choice Financial Family of Brands 4.4company rating

    Austin, TX job

    Your Opportunity: Assistant Store Manager (Bilingual) Titlemax Austin, TX As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's performance-driven, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step. What We Offer: Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Enrollment in a key holder program designed to establish and enhance leadership potential for promotion. Performance-based career advancement. Educational reimbursement program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. *Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What We're Looking For - Qualifications and Skills: A high school diploma or equivalent. Minimum one year's experience in customer service, sales, or retail. At least 3 months of supervisory, key holder, or relevant leadership experience Excellent verbal and written communication skills. Proficiency in using phones, POS system, Microsoft Office, and other computer systems. Must be at least 18 years of age (19 in Alabama). Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Management experience in retail, convenience store, grocery, finance, service, or related industries. Experience in check cashing, document verification, money order processing. Bilingual (English/Spanish) is a plus and may be required for certain locations. What You'll Do - Essential Duties and Responsibilities: Maximize customer success by offering financial services that fit their needs. Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products. Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty. Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts. Maintain customer information in the point of sale (POS) system with accuracy and integrity. Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures. Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing. Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events. Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer. Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance. Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services. Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.** **Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. Workplace Awards & Recognition: We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose: The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'd thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
    $33k-40k yearly est. Auto-Apply 1d ago
  • Vice President, Architecture

    Fidelity Investments 4.6company rating

    Westlake, TX job

    Vice President, Architecture for Contact Center Build Strategy, Enterprise Contact Center At Fidelity, our Contact Centers are an essential way for customers and clients to interact with the right Fidelity associate for their financial goals, needs, and questions. As part of its overall cloud and technology transformation, Fidelity's Enterprise Customer Contact Center (EC3) organization is actively working to transform how our Contact Centers will support the future needs of our business teams, their associates, customers and clients. As Vice President, Architecture for Contact Center Build Strategy you will define capabilities, solutions, patterns, standards, and guidelines related to the Fidelity Contact Center and the Associate Desktop Experience. You will work closely with EC3 Product and Technology leads, key business stakeholders, and other architects leading related capabilities. The Expertise and Skills You Bring 15+ years of proven experience in an architecture or engineering role with 7+ years of experience as a lead solution architect and technology leader in large enterprise contact centers. You have in-depth experience analyzing business requirements, designing end-to-end contact center solutions, and developing technology roadmaps. You have deep knowledge of telephony, interexchange carrier (IXC) systems, and intelligent cloud-based edge networking capabilities that provide toll free calling services to large enterprise contact centers with resilient cloud infrastructure. You have deep knowledge of contact center platforms such as Genesys, Cisco, Avaya, Amazon Connect, Nice CXone, CCaaS solutions, Infrastructure as Code and related tools, and CRM systems. You have experience implementing and optimizing omnichannel strategies including voice, chat, SMS, and email to enhance customer engagement. You have modernization experience for contact center self-service experiences (IVR to IVA), and intelligent contact routing across channels and services. You have technical integration experience to ensure end-to-end contact center capabilities are deployed seamlessly throughout the customer and agent experience including infrastructure, channels and services, self-service, intelligent routing, agent desktop and agent assistance, workforce engagement as well as new emerging capabilities. You are able to provide guidance and mentorship to technical teams and collaborate with stakeholders across the company to ensure architecture deliverables enable a successful deployment solution. You are an experienced architect designing and supporting enterprise level infrastructure using public cloud technologies with Amazon, Google, and/or Azure. You demonstrate excellent communication, interpersonal and relationship building skills with which you influence decisions and engage across Fidelity and at all levels of the organization. You have a passion for solving complex problems and a track record of delivering innovative solutions for solving them. The Value You Deliver Delivering and maintaining Contact Center and EC3-related capabilities, solutions, solution architectures, patterns, standards, guidelines, and specifications for the Fidelity Blueprint. Supporting and enabling technology Product and Chapter Leaders to deliver increased value to our customers and operations associates. Measuring performance through established objectives and metrics that deliver agreed upon business, technology, and people results. Partnering with agile product area leaders, chapter area leaders, agile team leads, and architects to develop platform designs and solution roadmaps. Ensuring the solutions that are delivered meet high standards for quality, performance, and scale. Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. The base salary range for this position is $140,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Information Technology
    $140k-285k yearly 1d ago
  • Manager, Regulatory Accounting - Fidelity Funds and Investment Operations

    Fidelity Investments 4.6company rating

    Westlake, TX job

    The Role As a Manager, Regulatory Accounting, this role is responsible for oversight of the workflow to ensure accuracy and timely delivery of audit package materials. The team supports regulatory filings for 40 act mutual funds, ETFs, institutional accounts and alternative products including private credit funds. Data analysis and enrichment is a key component of the role. Requires collaboration with the management team to set direction, develop talent and lead process improvement initiatives. The Expertise and Skills You Bring Bachelor's degree in accounting/finance (preferred). Strong working knowledge of Mutual Fund Operations, Accounting or Regulatory Reporting. Alternative products experience a plus. Related Accounting, Finance or Regulatory Reporting Experience Theoretical knowledge of Alternative Investments, Accounting & Mutual Fund Industry. Ability to identify and resolve problems associated with work of the team as well as own work; guide the team in responding to customer inquiries and escalates accordingly. Ability to adapt to a constantly evolving regulatory and operations environment. Strong leadership skills and ability to communicate with upstream and downstream business partners. Technical expertise to produce, analyze and enrich large sets of data using accounting system and MS Office tools. Note: Fidelity will not provide immigration sponsorship for this position. The Team The Accounting for Regulatory Reporting Compliance (ARRC) Team is responsible for delivering quality accounting system data to internal and external business partners supporting regulatory reporting requirements. The team prepares and delivers over 7k annual audit workpapers supporting mutual funds, private funds and alternative products. Fidelity's monthly regulatory reporting requirements cannot be met without our team accurately delivering this information in a timely manner. The mission of the team is to deliver quality accounting system data to internal and external business partners supporting regulatory reporting requirements. #Fidelityalts #FFIOALTS Certifications:Category:Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $71k-95k yearly est. 3d ago
  • Executive Assistant for CEO Team

    Q Investments 4.1company rating

    Fort Worth, TX job

    The Q Family Office is looking for a bright, eager, and dedicated individual to join its highly successful multi-billion-dollar private investment office in downtown Fort Worth. This person will be part of a team led by a 25-year veteran of the firm, all of whom assist the CEO in managing personal and business scheduling, travel coordination, organizational matters, photo and video archives, and research projects. This person will handle a variety of projects in an array of disciplines, which keeps the work fast paced and ever-changing. Someone who is already very organized and great with details is a must. Base plus bonus (with full benefits) competitive with market and depending on experience. Responsibilities will include: Providing support within Executive Assistant team assisting with very complex calendars and schedules, travel coordination and general operational functions Extensive experience scheduling & managing private air travel Managing vendors and serving as a liaison Researching and developing new ideas and projects Typical hours are in the office (no remote work) Monday thru Friday from 8AM-6PM, i.e., ~ 50-hour weeks. This role does require some occasional weekend work as well. The successful candidate will: 5+ years of experience in an executive admin role supporting an UHNWI or C-Suite executive at a substantial business enterprise Be incredibly organized and detail oriented About The Q Family Office Established in 1994, the Q Family Office is an organization that combines an almost 30+ year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
    $87k-125k yearly est. 3d ago
  • Digitalization Expert: Enterprise Automation & Data

    Caterpillar Financial Services Corporation 4.5company rating

    Irving, TX job

    A leading financial services company is seeking a Digitalization Expert to support enterprise-wide digitalization initiatives. Responsibilities include leading system deployment, improving transactional processes through RPA, and advanced statistical modeling. Must be proficient in high-level coding languages like C++ and Python, with strong strategic and organizational skills. The role involves in-office work five days a week and offers opportunities for creating significant operational efficiencies across the company. #J-18808-Ljbffr
    $126k-190k yearly est. 4d ago
  • Injury Adjuster- FPI (Hiring Immediately)

    USAA 4.7company rating

    San Antonio, TX job

    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 As a dedicated Injury Adjuster- FPI, you will responsible to adjust non-attorney involved soft tissue bodily injury or auto PIP/MP medical claims to include confirming coverage, determining liability, investigating, evaluating, negotiating, and adjudicating claims in compliance with state laws and regulations. Responsible for delivering a concierge level of best-in-class member service through setting appropriate expectations, proactive communications, advice, and empathy. This hybrid role requires an individual to be in the office 3 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, C Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. Training Schedule: Must be available to attend mandatory training for 5 weeks. PTO will not be permitted during these time frames. Work Schedule: Must be open and available to work any schedule assigned between Monday - Friday 7:00a.m - 7:30 p.m. What you'll do: Adjusts soft tissue, moderately complex and complex 1st party PIP/MP medical claims. Identifies, confirms, and makes coverage decisions on soft tissue claims. Investigates loss details, determines legal liability, evaluates, negotiates, and adjudicates claims appropriately and timely; within appropriate authority guidelines with clear documentation to support accurate outcomes. Provides advice and sets expectations into next steps to members. Collaborates and supports team members to resolve issues and identify appropriate matters for escalation. Partners with and/or directs vendors and internal business partners to facilitate timely claims resolution. Delivers a best-in-class member service experience through setting appropriate expectations and proactive communication. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled. What you have: High School Diploma or General Equivalency Diploma. 1 year of injury adjusting or auto liability adjusting experience to include highly complex vehicle physical damage, such as multi-vehicle, non-owned vehicles, or total loss claims. Working knowledge and understanding of the auto claims contract, investigation, evaluation, negotiation, and accurate adjudication of claims as well as application of case law and state laws and regulations. Demonstrated negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, prioritizing, multi-tasking, and problem-solving skills. Exercise sound financial judgment and discretion in handling insurance claims. Knowledge of coverage evaluation, loss assessment, and loss reserving. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. What sets you apart: 2+ years Auto Liability/Casualty adjusting experience to include complex/multi vehicle liability. 3+ years PIP/MedPay coverage handling experience. Ongoing Professional Development with a focus on Insurance. Bachelors Degree or higher. Compensation range: The salary range for this position is: $57,970 - $97,820. 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.
    $58k-97.8k yearly 1d ago
  • Technical Account Manager (Western USA)

    Ajax Systems Inc. 3.6company rating

    Portland, TX job

    Ajax Systems is an international technological company and Europe's largest security system manufacturer. In addition, the company offers solutions for video surveillance, smart homes, fire detection, and flood prevention. The product portfolio includes 180 wireless and wired devices for security and automation. Today, Ajax protects over 3.5 million users in 187 countries worldwide. The company employs 4,100 specialists. We develop local teams because we understand local experts best comprehend market specifics. The company has sales representatives worldwide, including Italy, Spain, Germany, France, the United Kingdom, the USA, Australia, South Africa and other regions. The Global Business Development team is like-minded people who share the ambitious goals of Ajax Systems. The company emerged against the backdrop of revolution and war. That's why resilience is the cornerstone of the brand's DNA, and the fight against evil by creating the best security and automation devices is Ajax's unwavering mission. Ajax Systems is a Ukrainian success story, a place of incredible strength and energy. Qualifications Minimum of 5 years' professional experience in alarm systems, video surveillance, security, IT, telecommunications, or related industries. Strong working knowledge of CCTV systems, access control technologies and fire alarm systems. Proven hands‑on experience in designing and installing video surveillance, fire alarm, or other security systems. Experience delivering offline and online technical training to technical audiences. Excellent presentation, communication, and interpersonal skills. Flexible and willing to travel for business trips, trade shows, and other professional events. Self‑motivated and independent, with an outgoing personality and a proactive approach to work. NICET and ESA certifications are an asset to the role Responsibilities Conduct technical seminars, exhibitions, presentations, and webinars on Ajax products for both customers and company employees. Present product roadmaps and new feature updates to Ajax Systems distributors and dealers. Proactively manage and schedule open classes, private classes and on‑demand requests for training and support for Ajax products and technologies. Promote and demonstrate product solutions tailored to customer requirements; provide technical consultations and support to key clients. Perform market research and competitive product analysis to identify strengths, opportunities, and areas for improvement. Build and maintain long‑term relationships with key company partners. Test product features and prepare technical documentation for new products and solutions, collaborating closely with cross‑functional teams. Support the sales team by following up on leads through the company's CRM portal. Analyze customer needs in partnership with the sales department to identify optimal product solutions. Actively participate in the beta testing of new products and services providing expert feedback to product management to refine solutions. We offer Competitive compensation that includes a base salary and performance‑based bonuses Car allowance, petrol and all business costs covered by the company Health & Life insurance 401(k) Growth Opportunities Impactful work Innovative Environment #J-18808-Ljbffr
    $76k-108k yearly est. 4d ago
  • Customer Service Representative

    Tata Consultancy Services 4.3company rating

    Plano, TX job

    The CSAT Agent safeguards customer satisfaction during circuit discontinuance and migration activities across designated wire centers. You will proactively communicate, capture feedback, resolve issues, and drive CSAT improvements throughout the transition, partnering closely with Engagement Managers, Fulfillment Executors, and Data Analysts. The objective is to ensure continuity of service, transparent communication, and optimal customer satisfaction during migrations and disconnections. CSAT measurement & improvement: Run structured CSAT touchpoints (surveys, callbacks), log qualitative comments, and convert feedback into improvement actions. Collaborate with Data Analysts to segment dissatisfaction drivers and publish weekly insight summaries to pod leadership. Stakeholder collaboration Work hand‑in‑hand with Engagement Managers and client sales teams to align messaging and resolve customer concerns quickly. Maintain accurate case notes and status in program trackers/dashboards; contribute to governance and reporting cadences. Compliance & documentation Adhere to AT&T standards for data accuracy, privacy, and communication records; ensure inventory disposition is reflected in the systems of record. Outcomes & KPIs (program‑aligned) Customer Satisfaction (CSAT): Achieve/maintain target CSAT for migration interactions; reduce escalations week‑over‑week across pods. (Program emphasis on “optimal customer satisfaction.”) First‑Contact Resolution (FCR): Resolve defined classes of issues without handoff; hit FCR targets agreed in pod runbooks. Communication Quality: 100% adherence to approved outreach scripts and compliance requirements; zero privacy incidents. Data Hygiene: 100% accurate case logging and disposition updates in trackers/dashboards. Qualifications: 2-4 years in customer success, enterprise care, or telecom migration projects with measurable CSAT outcomes. Excellent verbal/written communication; ability to simplify complex migration steps for enterprise stakeholders. Experience with ticketing/CRM tools and structured survey/feedback collection. Salary Range: $40,000 - $55,000 per year
    $40k-55k yearly 1d ago
  • US Deputy CISO - Technology Risk & Cyber Security Leader

    Scotiabank 4.9company rating

    Dallas, TX job

    A leading American financial institution is seeking a US Deputy Chief Information Security Officer in Dallas, Texas. The role involves supporting the MD & US CISO in building technology risk controls and collaborating with senior executives across different departments. Suitable candidates should possess over 10 years of experience in technology risk management, excellent communication skills, and a relevant advanced degree. This position promotes a strong risk culture and aims to ensure compliance with security policies and regulations. #J-18808-Ljbffr
    $99k-120k yearly est. 3d ago
  • Manager, Fund Financial & Tax Reporting

    Fidelity Investments 4.6company rating

    Westlake, TX job

    The Role The Tax Manager is primarily responsible for providing tax support and oversight for Fidelity's alternative investment products, including U.S Partnerships funds, U.S. REITs and U.S grantor trusts, and Canadian Mutual Fund Trusts. The manager is responsible for: Analyzing the Funds books and records to provide accurate and timely U.S. investor tax information reporting (k-1s, estimates, 1042-s etc.), Canadian fund distributions, tax returns and Canadian shareholder reporting and to ensure compliance with various Tax Agencies. Reviewing information provided to third party service providers, tax work papers, tax returns (U.S. form 1065/K-1/K-3, 1120, 1120-F and state returns, and Canadian form T3 etc.), and other monthly, quarterly, and ad-hoc tasks. The Expertise and Skills You Bring Bachelor's degree or equivalent experience in Finance or Accounting 3+ years proven experience in investment management tax operations, or related tax specialty strongly preferred Familiarity with tax research techniques Broad knowledge of accounting and tax principles Ability to embrace and adapt to a constantly evolving regulatory and technology environment Ability to work in a collaborative environment Comfortable in a fast paced, deadline-oriented environment Interpersonal and time management skills Flexibility to work overtime (as needed) to fulfill the job requirements Tax experience with Real Estate Investment Trust, private credit funds, Private Equity fund of funds, Regulated Investment Company and/or Canadian mutual fund a plus Experience with accounting platforms InvestOne, Geneva, and Yardi a plus The Team The Tax Manager role is part of the Tax Operations team within the Fidelity Fund Investment Operations business unit. The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury. #Fidelityalts #FFIOALTS Certifications:Category:Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $74k-94k yearly est. 3d ago
  • Estimator

    Allegiance Group 4.4company rating

    Dallas, TX job

    Job Title: Estimator Salary: $90K-$120K + Benefits We are a respected mechanical and MEP contractor providing HVAC, mechanical, and plumbing solutions across commercial, healthcare, education, hospitality, mission-critical, and public-sector projects. Recognized for our detailed pre-construction planning and strong cost control, we continue to expand our footprint across the Dallas and Fort Worth market and are now seeking an experienced Estimator to join our team and support the continued growth of our estimating function. The Estimator will be responsible for preparing accurate mechanical and MEP estimates, bids, and cost plans, ensuring projects are priced competitively while maintaining profitability and quality standards. This role requires excellent analytical ability, strong communication skills, and a solid understanding of mechanical systems and construction procurement processes. Key Responsibilities: Prepare detailed mechanical and MEP estimates from drawings, specifications, and site information Review tender documentation to develop scopes of work and bill of materials Analyze subcontractor and supplier quotations, leveling proposals for compliance and value Build and maintain estimating templates, cost databases, and historical pricing information Coordinate with project managers and engineering teams during pre-construction handover Attend client and consultant meetings to present bid assumptions and clarifications Identify risks and opportunities within tenders, proposing alternative solutions where appropriate Support change order pricing and cost advice for live projects Ensure all bids comply with Texas building codes, local authority requirements, and company standards Assist with workload planning to manage multiple tenders simultaneously Requirements: Proven experience as an Estimator within HVAC, mechanical, or MEP contracting Strong understanding of mechanical systems, take-off processes, and construction procurement Excellent organisational, numerical, and communication skills Ability to work to deadlines in a fast-paced Dallas construction market Proficient in estimating software and Microsoft Office Suite Degree in Construction Management, Quantity Surveying, or Mechanical Engineering is preferred OSHA certification is advantageous Knowledge of Texas and Dallas building regulations and tender processes is highly desirable APPLY today for immediate consideration!
    $90k-120k yearly 1d ago
  • Head of Data Science

    Varo Money, Inc. 4.4company rating

    Dallas, TX job

    Varo is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us. We are looking for an inspiring and technically deep Head of Data Science to lead our team in leveraging advanced analytics, machine learning, and causal inference to catalyze decision‑making and propel Varo's growth. You will lead the Data Science function within Varo's comprehensive Data organization (which includes Data Analytics, Data Product Management, Data Engineering, and ML Engineering). Your team will be the strategic partner and technical engine for solving our most complex business challenges across key verticals like customer acquisition, engagement, fraud prevention, and responsible lending. What you'll be doing Strategic Ownership: Define, own, and drive the comprehensive Data Science roadmap (including AI/ML and causal inference) that directly translates into commercial outcomes across Varo's core business verticals. Model Innovation & Delivery: Lead the development, validation, and production deployment of custom machine learning and statistical models that are critical for decision‑making. Business Partnership: Serve as a strategic data consultant to executive leaders and business stakeholders, translating ambiguous commercial problems into rigorous analytical frameworks and actionable solutions. Data Integrity & Risk: Work closely with Data Engineering and Product teams to ensure the quality, accessibility, and lineage of new data sources. Ensure all models and analyses adhere to Varo's risk framework and regulatory requirements for fairness and transparency. Operational Excellence: Establish and own the ML Model Performance Monitoring processes, ensuring deployed models maintain accuracy and business impact over time and are governed appropriately. Team Leadership & Mentorship: Attract, hire, mentor, and coach a high‑performing team of Data Scientists, setting a high bar for technical rigor, business acumen, and cross‑functional collaboration. You'll bring the following required skills and experiences 8+ years of experience in Data Science, Applied Science, or a related quantitative field. Deep Domain Expertise: Proven track record of delivering measurable business impact in at least one key financial services domain (e.g., credit/lending, fraud/risk modeling, or customer growth/engagement). Technical Fluency: Expert‑level proficiency in Python and its scientific computing stack (Pandas, Scikit‑learn, PyTorch/TensorFlow). Proven ability to apply a wide range of statistical methods, machine learning algorithms, and causal inference techniques to large, real‑world datasets. Data Ecosystem Experience: Hands‑on experience working with distributed data and computing tools (e.g., Spark, Hive) and cloud web services (e.g., AWS, GCP, or Azure). Leadership Acumen: Demonstrated ability to thrive in a fast‑paced environment, attract high‑quality talent, and drive a data‑informed culture. $250,000 - $300,000 a year For cash compensation, we set standard ranges for all US‑based roles based on function, level, and geographic location, benchmarked against similar‑stage growth companies. Per applicable law, the salary range for this role is $250,000 - $300,000. Final offer amounts are determined by multiple factors as well as candidate experience and expertise and may vary from the identified range. This role is also eligible for a bonus, equity, and competitive benefits. We recognize not everyone will have all of these requirements. If you meet most of the criteria above and you're excited about the opportunity and willing to learn, we'd love to hear from you! About Varo Varo launched in 2017 with the vision to bring the best of fintech into the regulated banking system. We're a new kind of bank - all‑digital, mission‑driven, FDIC‑insured, and designed around the modern American consumer. As the first consumer fintech to be granted a national bank charter in 2020, we make financial inclusion and opportunity for all a reality by empowering everyone with the products, insights, and support they need to get ahead. Through our core product offerings and suite of customer‑first features, we aim to address a broad range of consumer needs while profitably serving underserved communities that have been historically excluded from the traditional financial system. Learn more about Varo by following us: Facebook - ********************************** Instagram - ************************** LinkedIn - ***************************************** Varo is an equal opportunity employer. Varo embraces diversity and we are committed to building teams that represent a variety of backgrounds, perspectives, and skills. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Beware of fraudulent job postings! Varo will never ask for payment to process documents, refer you to a third party to process applications or visas, or ask you to pay costs. Never send money to anyone suggesting they can provide work with Varo. If you suspect you have received a phony offer, please e‑mail ********************* with the pertinent information and contact information. CCPA Notice at Collection for California Employees and Applicants: **************************************** #J-18808-Ljbffr
    $81k-105k yearly est. 3d ago
  • Commercial Relationship and Servicing Supervisor

    Countryplace Mortgage 3.6company rating

    Plano, TX job

    ABOUT THE ROLE CountryPlace Mortgage is seeking a Commercial Relationship & Servicing Supervisor in commercial lending operations. Based in our Plano, TX headquarters, this role is instrumental in driving strategic account management, leading process development and operational improvement, and developing team capabilities. The Commercial Relationship & Servicing Supervisor serves as a subject matter expert and requires a high degree of independence, strategic thinking, and cross-functional collaboration, with regular engagement across credit underwriting, Regional Sales Managers, Retailers, manufacturing partners, auditors, and vendors. This position combines high-level commercial account servicing responsibilities with strategic business relationship functions. You will play a key role in managing complex dealer accounts, designing scalable processes, and cultivating new relationships to expand our lending footprint. The ideal candidate is a seasoned professional who thrives in a fast-paced environment, brings a consultative approach to client engagement, and demonstrates strong strategic thinking and leadership capabilities. ESSENTIAL DUTIES & RESPONSIBILITIES Strategically engage with factories and dealers to manage high-value commitments Design, implement, and manage departmental processes to improve efficiency, accuracy, and scalability Identify operational gaps and lead resolution efforts through process redesign and documentation Develop and maintain SOPs, training guides, and workflow documentation Monitor KPIs and operational metrics, presenting insights and recommendations to leadership Lead cross-functional initiatives to align commercial lending operations with broader business goals Champion system enhancements and automation opportunities, including Solifi optimization Support internal audits and compliance reviews, ensuring adherence to regulatory and company standards Serve as a liaison between account management and underwriting to ensure process alignment Oversee and approve complex invoice and MCO transactions with minimal oversight Analyze credit line utilization trends and advise on optimization strategies Lead reconciliation of monthly billing statements and ensure financial accuracy Facilitate payment processing and troubleshoot exceptions Coordinate third-party inventory inspections and lead resolution of audit discrepancies Perform payoff workflows, ensuring compliance and timely document delivery Lead onboarding for new dealers, delivering expert-level training and support Review and authorize pending orders, applying advanced credit and curtailment analysis Ensure accurate and timely data entry into Solifi for approved orders Provide strategic payoff guidance to dealers and third-party lenders Perform document distribution upon loan payoff Implement delinquency management strategies and lead recovery efforts Partner with underwriting to assess and recommend credit line adjustments Manage Help Scout communications and ensure timely resolution of escalated issues Foster long-term dealer and supplier relationships, acting as a strategic consultant Audit inspection reports and lead resolution of complex unit discrepancies Lead financial documentation collection for annual reviews, ensuring compliance and completeness Draft and execute formal collection communications, supporting legal and credit recovery efforts Design, implement, and advance strategic process improvements and departmental initiatives, ensuring alignment with organizational goals and operational excellence Mentor peers and junior Account Managers on best practices and process adherence Communicate and present operational insights, performance trends, and strategic initiatives to the Director of Floorplan and Commercial Finance and other departmental leaders, contributing to broader business planning and decision-making Collaborate with the CPM Business Relationship Managers and CPM Retail Sales team to process and route for approval dealer eligibility for retail financing programs POSITION REQUIREMENTS, CAPABILITIES & SKILLS Strategic, self-directed, and highly accountable Excellent interpersonal skills and ability to build rapport across diverse teams and clients Proven ability to design and manage complex operational processes Exceptional interpersonal and leadership skills Mastery of written, verbal, and presentation communication Bilingual proficiency preferred Expert-level proficiency in Solifi preferred Proven ability to manage high-risk accounts and complex collections Consultative approach to client service, balancing business goals with relationship management Comfortable presenting to senior leadership, with the ability to translate operational data into actionable insights MINIMUM QUALIFICATIONS Bachelor's degree required, in Finance, Accounting, or Business 3+ years of commercial loan servicing in manufactured housing, auto, RV, or marine OR 5+ years of commercial loan servicing in finance or banking Advanced spelling and grammar skills Working knowledge on applicable computer software systems to include Microsoft Office and internal software WE OFFER Competitive Salary Medical/Dental/Vision Insurance Paid Holidays 401K Match Generous PTO FSA/HSA Plans Life /Disability/Accidental Insurance and much more!
    $50k-75k yearly est. 2d ago
  • Wealth Strategy & Private Banking Advisor

    Jpmorgan Chase & Co 4.8company rating

    Dallas, TX job

    A leading financial institution is seeking an experienced Private Banker in Dallas, Texas. The role demands strong client relationship management skills and expertise in wealth management. Candidates should have at least three years of experience in Private Banking or Financial Services and hold a Bachelor's Degree. The successful candidate will manage client assets, generate new business, and provide tailored financial solutions. This position requires strong communication skills and a proactive approach to meeting client needs. #J-18808-Ljbffr
    $54k-88k yearly est. 3d ago
  • Assistant Store Manager (Bilingual)

    Community Choice Financial Family of Brands 4.4company rating

    Texarkana, TX job

    Your Opportunity: Assistant Store Manager Titlemax Texarkana, TX As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's performance-driven, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step. What We Offer: Compensation The hourly wage for the position is $15.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package. Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Enrollment in a key holder program designed to establish and enhance leadership potential for promotion. Performance-based career advancement. Educational reimbursement program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. *Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What We're Looking For - Qualifications and Skills: A high school diploma or equivalent. Minimum one year's experience in customer service, sales, or retail. At least 3 months of supervisory, key holder, or relevant leadership experience Excellent verbal and written communication skills. Proficiency in using phones, POS system, Microsoft Office, and other computer systems. Must be at least 18 years of age (19 in Alabama). Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Management experience in retail, convenience store, grocery, finance, service, or related industries. Experience in check cashing, document verification, money order processing. Bilingual (English/Spanish) is a plus and may be required for certain locations. What You'll Do - Essential Duties and Responsibilities: Maximize customer success by offering financial services that fit their needs. Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products. Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty. Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts. Maintain customer information in the point of sale (POS) system with accuracy and integrity. Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures. Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing. Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events. Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer. Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance. Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services. Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.** **Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. Workplace Awards & Recognition: We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose: The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'll thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the “Company”) uses artificial intelligence (“AI”) tools to assist in its recruitment and hiring process. Read the AI Use Consent and Acknowledgement for more information. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
    $15 hourly Auto-Apply 1d ago
  • Business Development Rep II - Payments - Senior Associate

    Jpmorgan Chase 4.8company rating

    Plano, TX job

    You are a strategic thinker, passionate about delivering solutions to clients, and have experience in business development within Payments. You have found the right team. As a Business Development Representative II in the Proactive Sales channel you will be working in a fast-paced environment and will be responsible for meeting monthly and annual production goals by selling a suite of Merchant Services products and services to our current and prospective clients via multiple ways of communication. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JPMorgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. **Job Responsibilities** + Cultivate new business opportunities from inbound generated lead sources, partner referrals, and marketing programs + Will also identify and self-source client opportunities through building and utilizing referral networks and centers of influence to independently identify and pursue potential new business clie nts. Serves as trusted advisor, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across Chase + Executing a short sales cycle with small to mid-size clients along with building relationships with longer sales cycle large complex merchants + Communicating both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs and propose solutions from our payment solution portfolio + Regularly conducts calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model + Completes analysis to competitively identify and price Chase products and services for prof itability. Maintains detailed and accurate electronic sales records and prepares sales reports as required + Negotiates leveraging customized pricing models with clients to close business + Works with internal partners to ensure successful implementation, product ramp-up + Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations **Required qualifications, capabilities, and skills** + Strong knowledge of the merchant services industry, products and services and diverse types of businesses, industries, markets, financial and economic concepts + Excellent communication skills both verbally and in writing with individuals at all levels, internally and externally. Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint + Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes + Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply + Ability to balance needs of clients with associated risks and interests of the firm. + Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives and follow through with commitments JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $82k-110k yearly est. 5d ago
  • Management Consulting - Tech Advisory Solutions Principal

    Rsm Us LLP 4.4company rating

    Dallas, TX job

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.We (RSM US, LLP) are looking for a growth-minded, tech-savvy, Partner/Principal for our Management Consulting - Technology Advisory Solution Practice to provide innovative digital strategy and senior advisory management consulting services to improve the overall effectiveness of our clients' digital technology environments.As a Principal, you will need to:* Demonstrate strong regulatory technical expertise coupled with outstanding financial services industry experience.* Draw upon your demonstrated technical, industry and risk advisory knowledge to become a trusted advisor to our clients.* Ability to assess and communicate regulatory, technology and risk considerations while leveraging cross functional teams to drive expertise through the talent and client experience.* Lead the development of innovative solutions and approaches to serving clients based on evolving technological tools and trends.* Build and sustain effective third-party relationships with regulatory compliance and automation technology firms, as relevant to the execution of the strategy.* Enhance Firm capability to respond to high-profile client needs as it relates to significant, complex compliance remediation and/or program transformation.* Effectively manage, motivate, and mentor multidisciplinary teams to work as a cohesive, client-centric unit in delivering high-quality solutions to sophisticated clients.* Leverage your existing network and personal brand in the marketplace to drive growth, which includes identifying and securing new opportunities.* Oversee a diverse book of business, maintaining overall responsibility for the profitability, effective delivery, and engagement risk of all client-related work within the portfolio.* Responsibility for managing P&L, including driving net services and managing to margin metrics* Leading multiple high-profile client relationships simultaneously, while providing leadership on proposal opportunities and ongoing internal initiatives.* Recruit and retain future leaders of the firm.* Leverage your experience and expertise to advance the professional aspirations and skills of your colleagues.* Model the core RSM values of respect, integrity, teamwork, excellence, and stewardship in all interactions with clients and team members.**Responsibilities*** Discover and deliver digital management consulting opportunities for clients looking to optimize their performance.* Work with new prospects and existing clients to identify the optimal digital strategy for them with supporting roadmap of activities that will enable clients to achieve their growth goals.* Help grow the Tech Advisory sales through business development, relationship development, and industry and market aligned growth activities.* Support, mentor, and grow an existing team of Tech Advisory professionals to continue and accelerate our ongoing growth trajectory.* Be well-versed in existing and emerging technology paradigms such as Digital Strategy and Transformation, AI, Analytics, IT Target Operating Models, Automation, ERP, Cloud, Enterprise Architecture, ITSM etc.* Lead all client delivery activities and discovery sessions that include requirements gathering and desired workflows with clients to understand and document their business needs (i.e. budget forecasting, financial reporting, and consolidation)* Serve as a liaison between stakeholders and users* Define business requirements for a number of different types of technology engagements* Interact and communicate effectively with managers and middle management executives* Assist the project teams through agreed upon phases on a variety of projects which could include best practices, process re-engineering, finance strategy and organizational development, business integration planning and execution, performance management software selection, design and implementation, ERP software selection, implementation, and optimization or operational and IT strategy assessments and due diligence* Provide analysis, development and documentation of improvement opportunities* Facilitate user workshops to gather and document business needs, requirements, weaknesses and challenges* Continuously learn to better understand RSM's array of services, with the intent to enhance value to our clients* Stay up to date on the latest process and IT advancements to automate and modernize systems and regulations* Effectively document and communicate your insights and plans to cross-functional team members and management* Evaluate business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions* Prioritize initiatives based on business needs and requirements* Provide leadership, training, coaching, and guidance to junior staff* Gather critical information from meetings with various stakeholders and produce useful reports* Provide thought leadership through presentations or writing such as blogs or RSM content either individually or jointly with other RSM team members* Network internally and externally to develop sales opportunities* Establish yourself as a trusted advisor to clients, while managing their expectations* Manage multiple projects and project teams to deliver exceptional client experience**Qualifications*** A minimum of 12-15 years of previous experience delivering Digital Strategies, IT Transformations. information technology integration, outsourcing, and/or management consulting services* Experience selling and delivering IT consulting services/solutions of which encompassed digital strategy, people, and process, technology and infrastructure components* Experience with ERP, CRM, financial reporting, portal, accounting systems* Industry experience in one or more of our key industries - Industrials, Life Sciences, Consumer Products, Financial Services and/or Public Sector.* Strong oral and written communication skills, including high-impact client-facing communications* Critical thinking and creative problem-solving skills, as well as the ability to apply theoretical concepts and best practices to solve business problems* Solid understanding of IT application lifecycle, IT general controls and methods* Experience with project management, business process re-engineering, business intelligence software design and implementation, ERP implementation, or merger/integrations* Experience building and maintaining client relationships and sales* Basic understanding of Data Privacy regulations* Familiarity with methodologies, tools, and approaches to support the practice* Experience with various software solutions including Microsoft Project, Visio, PowerPoint and Word* Bachelor's degree in Information Technology, Management Information Systems, Computer Science or related field and/or a technology focused MBA* Ability and willingness to travel up to 50% locally and nationally At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national #J-18808-Ljbffr
    $59k-94k yearly est. 2d ago
  • Tax Senior

    Atchley & Associates, LLP 3.7company rating

    Atchley & Associates, LLP job in Austin, TX

    At Atchley & Associates, we place a high value on providing opportunities for challenge, growth, and rewards for our A&A team members by creating an environment of trust and respect. As a mid-size firm, you have the opportunity to grow and learn from the best in the business.Our Tax Department continues to grow in headcount and in volume of work, and we need a well-rounded senior to help us continue serve our exceptional clients. WHO ARE YOU?Youre a CPA/EA or in the process of acquiring, and the last 3 - 5 years of your career have been spent in public accounting. If youre a top candidate, youll have 1- 2 years of review and advisory experience in a variety of industries. You feel comfortable researching and proactively advising clients on opportunities and best practices. As you succeed in the role, your impact on the firm will shine through your work, your involvement in the Austin professional community, and your zeal for business development. Were looking for someone with firm ownership listed among their long-term goals. POSITION SUMMARYAt the Senior level, an individual is expected to be knowledgeable of the Firm's policies and procedures; understand the rules, regulations, and code of professional conduct of the AICPA; possess an understanding of pertinent IRC sections and regulations; and possess an ability to employ successful research techniques through the use of various research sources available to the Firm. Most assignments will involve the preparation of tax returns with additional responsibilities in supervising, reviewing returns prepared by associate staff members, working independently, and communicating with clients. The base compensation for this position is $80,000 - $110,000 annually, DOE. This position is a hybrid role in Austin, TX. BENEFITS & PERKS 401(k) Retirement Plan 3 Weeks PTO 9 Paid Holidays Medical, Dental, Vision, Life, Short-term and Long-term Disability insurance Program for acquiring CPA Formal career development program Community Involvement Program Kitchen stocked with complimentary snacks and drinks SKILLS & ABILITIES Education: Bachelor's Degree Accounting or related discipline (four-year college or university) Experience: Minimum of 3 years related experience Computer Skills: Proficient with computer and MS Office Suite, (Outlook, Word, Excel). Desired: QuickBooks, CCH Axcess, Adobe, Depreciation Solutions, Caseware, QuickBooks. Certificates & Licenses: CPA and/or EA licenses preferred Reasonable Accommodations Statement - To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Atchley & Associates, LLP is an Equal Opportunity Employer. Keep up to date in what happens inside our firm on Instagram @atchleycpas or follow our hashtag #insideatchleycpas. #LI-DNI
    $80k-110k yearly 13d ago

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